Podcasts about Differentiator

Here’s a question that cuts to the heart of what makes sales hard: What do you do when your commodity is identical to every competitor’s, the buyer knows it, and the only lever they want to pull is price? That’s the challenge Ash from Chennai, India brought to me on a recent Ask Jeb episode. Ash works as a trader importing textile goods from Asian manufacturers and selling them into Spanish-speaking markets in South America and Spain. No proprietary product. No unique features. Pure commodity, all the way down. And yet Ash is holding customers. Getting repeat orders. Building relationships across borders and languages. He just needed a framework to understand why it was working and how to make it work even harder. The Trap Every Commodity Salesperson Falls Into When everything looks the same, most salespeople default to one of two bad moves: race to the bottom on price, or get paralyzed trying to explain a value they can’t articulate. Here is the brutal truth. Your buyer already knows the product is a commodity. They know they could go direct to the factory and cut you out entirely. They are not confused about that. What they are evaluating is whether the risk and hassle of cutting you out is worth the savings. Your job is to make sure the answer is always no. That requires you to stop thinking about what your product does and start thinking about what YOU do. Three Reasons Customers Keep Buying From Ash When I asked Ash why his good customers keep coming back, he gave me three answers that every salesperson in a commodity business needs to write down. You make it easy. Ash speaks Spanish. His customers speak Spanish. If they go direct to a Chinese or Vietnamese factory, they face language barriers, cultural friction, and communication breakdowns. Ash eliminates all of that. Business people will pay for less hassle. Time is money, and you are saving them both. You are someone they like and trust. Ash follows up. He wishes customers a happy New Year. He remembers what matters to them. That is not fluff. That is relationship equity that compounds over time. When customers feel like they can trust you, when a familiar voice picks up the phone, they do not want to start over with a stranger. You reduce financial risk. In Ash’s business, buyers put down a 20% deposit, sometimes a hundred thousand dollars or more, and pay the balance when the container arrives. The nightmare scenario is that container showing up full of the wrong product. Ash’s company has been operating for over 20 years. They do what they say they are going to do. That longevity is not just a stat. It is a security blanket. The Power of the Micro Story Knowing your value is half the battle. Being able to articulate it when a buyer pushes back on price is the other half. Here is what I told Ash: You need stories. Not case studies. Not bullet points. Short, vivid, real stories that make the risk of cutting you out feel tangible. Something like this: “I get it. You could go directly to the factory and save ten percent. Some of my customers tried that before working with me. One of them got a container full of product that was not what they ordered. It cost them more than they saved, and they had no one local, no one they trusted, to help them fix it. That is why they work with me now.” That story is doing three things at once. It validates the buyer’s instinct to compare prices. It quantifies the real cost of the cheaper alternative. And it positions you as the solution to a problem they have not had yet but definitely do not want. If you are newer to sales and do not have your own stories yet, go talk to your senior teammates. Read industry articles. Find examples of what goes wrong when buyers skip the middleman. Then make those stories part of your standard value conversation. Not Every Buyer Is Your Buyer This is the part that stings a little, but it is important. Some buyers are going to push back on your margins until the conversation goes nowhere. They will tell you the price they need, and if you cannot hit it, they will walk. That is okay. What they are telling you is that they do not value what you bring to the table. They want the cheapest option, and that is a legitimate business decision. They are just not your customer. Your job is not to convert every skeptic. Your job is to keep your pipeline full and find the buyers who genuinely value ease, safety, and responsiveness. Those are the ones who become long-term accounts. Those are the ones who, two or three years in, cannot imagine buying from anyone else. Ash is already doing this well. He has visited customers in Mexico, Colombia, and Spain. He has done office meetings and factory tours. When a customer says yes to a visit, they are telling you something: you matter to us. That is what I call an engagement test, and Ash is passing it. Your Value, Packaged Simply In commodity sales, your pitch does not need to be complicated. It needs to be consistent. Here is how I would frame it every time a buyer pushes back: I make this easy for you. I am responsive. And your money is safe with me. Then back each of those up with a story. That is the whole game. Not features. Not specs. You. When you are tired and ready to wrap up the day, remember this: the prospecting you do today pays you for the next three months. Pick up the phone and make one more call. The buyers who value what you do are out there. Go find them. Want to take this to the next level in person? Join Sales Gravy at one of our live events, where we work with sales professionals and leaders to build the skills, mindset, and habits that drive elite performance. See all upcoming events at salesgravy.com/live.

I recently had a long conversation with a very successful professional. He's 58 years old. Highly educated. Respected in his field. Financially sophisticated — in fact, his job depends on understanding money. If you looked at his résumé, you would assume he was completely set for life. He wasn't. A couple of bad investments. Some concentration risk. A few decisions that looked reasonable at the time. And suddenly he's essentially back at ground zero — trying to start a new business at 58. This story is far more common than people realize. The Dangerous Assumption is that many successful professionals assume they'll be fine. Doctors. Lawyers. Executives. Entrepreneurs. They make high incomes. They understand finance. They know about markets and interest rates and diversification. They focus on their career. They focus on income. They even focus on investing. What they don't focus on is their own financial future with the same intensity they focus on their profession. There's a difference. Being financially literate is not the same thing as being financially intentional. Especially when you assume you always have more time. The Good News at 58 is that he still has time. A lot of time. For entrepreneurs especially, it doesn't take 25 years to rebuild. It can take five. There's a quote often attributed to Bill Gates: “Most people overestimate what they can accomplish in one year and underestimate what they can accomplish in five.” That quote is brutally accurate. In one year, starting a business feels overwhelming. Progress feels slow. Revenue is inconsistent. Doubt creeps in. But five years? Five years of focused effort, smart strategy, capital discipline, and experience compounded? That can change your entire financial trajectory. I've Seen This Movie Before. I have a very good friend who was worth over $40 million in his early 30s during the real estate boom. Then 2008 happened. The real estate debacle didn't just dent him — it wiped him out. For years, he struggled. Pride gone. Lifestyle reset. Just trying to survive. Most people would have mentally retired at that point. They would have blamed the market, blamed the system, blamed bad luck. But about six or seven years ago, he found his rhythm again. New strategy. New focus. New discipline. Today, he's worth over $60 million. I get that's not normal. But it proves something important. It Doesn't Take a Lifetime. The examples I just gave are extreme. Most people don't lose $40 million. Most people aren't rebuilding at 58. But the principle is universal: It doesn't take a lifetime to secure your future. It takes a focused season. A defined period where you are intensely clear about your objective. A stretch where: • You work harder than you're comfortable with • You manage risk better than you used to • You stop assuming income equals security • You align your decisions with a specific financial target for the future There's another quote I love: “The harder you work, the luckier you get.” Luck isn't random. It compounds around preparation, visibility, and persistence. When you are laser-focused on a financial goal, you start seeing opportunities others miss. You make better introductions. You ask sharper questions. You move faster when something makes sense. And over time, it looks like “luck.” The story of the 58-year-old professional isn't a warning about markets. It's a warning about complacency. Success in your profession does not automatically translate into security in your future. Income is not wealth. Financial literacy is not financial strategy. And intelligence does not eliminate risk. But here's the good news. If you're in your 40s or 50s and feel behind — you're not done. If you made a bad investment — you're not finished. If you took a hit — that's not your final chapter. You may just be at the beginning of your five-year season. The key is focus. Direct yourself to a destination you can visualize. That's the only way you will get there. Because in the end, securing your future rarely requires a lifetime of perfection. It requires a concentrated period of intensity. And the sooner you decide to enter that season — the sooner your next five years will start compounding in your favor. There is no one who knows this reality more than this week's guest on Wealth Formula, Rod Khleif . Watch on YouTube: https://www.youtube.com/watch?v=qogQNGbK9wk Listen on Apple Podcasts: https://podcasts.apple.com/gb/podcast/549-youre-successful-until-youre-not-with-rod-khleif/id718416620?i=1000753860685 Listen on Spotify: https://open.spotify.com/episode/7mTzyRJxjnkeiVFGCXfOni Transcript Disclaimer: This transcript was generated by AI and may not be 100% accurate. If you notice any errors or corrections, please email us at phil@wealthformula.com.  welcome everybody. This is Buck Joffrey with Dwell Formula Podcast. Coming to you from Montecito, California, I wanna remind you that there is a website associated with this podcast called wealthformula.com. That’s where you go if you wanna. Become, uh, more, uh, involved with this community, including our accredited investor club, AKA investor club, uh, very easy to join. It’s free. All you do is you get onboarded and you see lots of, uh, potential deal flow that you wouldn’t otherwise see again, that is wealthformula.com. Simply click on investor club and get onboarded. Now, as for today’s show, I had a, uh, a long conversation with a very successful professional, recently 58, highly educated, respected, financially sophisticated, in fact, in the money business. Uh, and if you look at his resume, you would assume he was completely set for life, but he wasn’t. A couple of bad investments, some concentration risk. A few decisions that looked reasonable at the time, and suddenly he’s back pretty much to ground zero trying to figure out what to do, and he’s thinking about starting a new business or maybe buying a business. Well, that got me thinking because the reality is this story is far more common than people realize, and I actually hear it fair amount. Right? Many successful professionals assume they’re gonna be fine. Doctors, lawyers, executives, entrepreneurs, making high incomes. Maybe they understand finance, they know about markets, interest rates and diversification in theory. But here’s the trap. You focus on your career. You focus on income. What they don’t focus on is their own financial future with the same intensity. They focus on the profession, and that’s. The difference, right? The issue is that being financially literate is not the same thing as being financially intentional. Now, I actually hate that word because it’s a very, uh, uh, neo agey word intentional. But in this case, I will use it because that it’s very, it’s very appropriate. But here’s the good news, even at 58, right, you still have time. You have a lot of time for, especially for entrepreneurs, it doesn’t take 25 years to rebuild. It can take five. And there’s this quote, um, it’s often attributed to Bill Gates, who, who’s been in the news lately for a lot of other stuff, but this is a good quote. He says, most people overestimate what they can accomplish in one year and underestimate what they can accomplish in five. And that quote is so true. I will, it’s incredibly powerful and it’s very, very useful to think about and. Put in the back of your mind because in a year, like you’re saying, you’re starting a business, it’s gonna feel overwhelming. You may lose money, you know, slow progress, revenue, inconsistent five years, you know, with focused effort and you know, good strategy and discipline. The financial trajectory of your life could completely change over that five years. In fact, I will say that with my first business that I ever started, that is absolutely what happened. I was just pretty much outta residency, didn’t have any money, and within five years I was rocking and rolling. You know, it was a, it was, you know, it wasn’t worth, you know, hundreds of millions of dollars. But I, I, I was, I was doing way better. If you look over five years, it’s an incredible trajectory. And it’s not just me. I mean, there’s guys who’ve done it more extreme ways. I talk about this friend, a lot of times he was worth like 30 or $40 million in his early thirties, and then 2008 happened. It didn’t just kinda dent him, it wiped him out, and for years he struggled. Lifestyle kind of reset a little bit, just trying to survive. You know, there’s this saying in business that the key to su success in business is to stick around long enough until you get lucky again. Well, sometimes that’s true. And a lot of people might have, uh, kind of mentally retired at that point. But the reality is he stuck with it. He rebuilt about six or seven years. He was kind of sideways, then another six or seven years, new focus, new discipline, and today worth 60 million bucks. Now, that’s not normal, right? But it does provide, uh, it does, it does kind of provide an important point. It doesn’t take a lifetime always. Now most people don’t lose $40 million, and most people aren’t rebuilding necessarily from zero at 58, but the principle really is universal. It doesn’t take a lifetime to secure your future. It takes a focus season to find period where you’re intensely clear about your objective. It’s a stretch where you work harder than you’re comfortable with, and maybe it’s not fun to do that in your fifties or sixties. You manage risk better than you used to. You stop assuming income equals security. You align your decisions with a specific financial target. You know what, there’s a another line I love, another quote, and I don’t know where this one comes. I, I, I think it was some hockey coach of mine way back. It’s that the harder you work, the luckier you get. The thing is that luck isn’t random, right? It compounds. Around preparation and visibility and persistence. And when you’re laser focused on a financial goal, you’re gonna start seeing opportunities that are out there that others might miss. You’re gonna make, you know, better introductions, ask sharp questions. You move faster when something makes sense, and over time it starts to look like luck. I think the real lesson, um, about the situation that people get into, like this person I was talking about is. That it, it’s not a warning about markets per se, although markets have a lot to do with it. It’s a warning about complacency. You know, success in your profession does not automatically translate into security in your future. You know, income as you know, is not really wealth and financial literacy is not financial strategy. Although literacy is really, really important. You gotta have a strategy. And you can be really, really smart and not eliminate, you know, or mitigate risk enough. So if you’re in your forties or fifties and feel behind, you’re not done. Okay? You made a bad investment, you’re not finished. If you took a hit, I’ve taken plenty of heads, especially the last few years. It’s not your final chapter. You may just be looking at the beginning of your next five year season. And the key is focus clear goals, define targets, discipline, action. The sooner you decide to enter that season, the sooner your next five years will start compounding in your favor. Man, I gotta tell you, this is a, an ongoing story I hear a lot about, so again, think about that Bill Gates quote, you, you know, people tend to way overestimate what they can do in a year. Grossly underestimate what they could do in five. Anyway. There’s no one who knows this better than my guest on this week’s Wealth Formula podcast. Rod Cleef. Many of you already know him. We’ll have that conversation right after these messages. Wealth Formula banking is an ingenious concept powered by whole life insurance, but instead of acting just as a safety net, the strategy supercharges your investments. First, you create a personal financial reservoir that grows at a compounding interest rate much higher than any bank savings account as your money accumulates. You borrow from your own bank to invest in other cash flowing investments. Here’s the key. Even though you’ve borrowed money at a simple interest rate, your insurance company keeps paying you compound interest on that money even though you’ve borrowed it. At result, you make money in two places at the same time. That’s why your investment. Get supercharged. This isn’t a new technique. It’s a refined strategy used by some of the wealthiest families in history, and it uses century old rock solid insurance companies as its backbone. Turbocharge your investments. Visit wealthformulabanking.com. Again, that’s wealthformulabanking.com. Welcome back to the show everyone. Today my guest on Wealth Formula podcast is Rod Thief. He’s a real estate investor, author, and mentor with decades of experience in multifamily investing. Uh, he’s built and sold hundreds of millions, uh, in, in apartment assets and teaches thousands of investors through coaching masterclasses and his life. Uh, lifetime Cash Flow Academy. Uh, rod, how you doing? Good, brother. Good to see you, my friend. Let’s review, but you know a little bit about you, your background. Sure. You know, uh, sure. We have an interesting story. Okay, well I’m a Dutch immigrant, you know, think wooden shoes and windmills. I immigrated to this country, uh, when I was six years old with my brother Albert, my mother’s cia. Um, and we ended up in Denver, Colorado. Uh, struggled initially. Really struggled actually. And, and I remember, uh, wearing hand me down clothes all the way through junior high school until I finally lied about my age when I was 14 ’cause I was tall and said I was 15 so I could flip burgers at Burger King. You know, and I’m sure you’ve got listeners that had it harder than I did, but I knew I wanted more. And luckily my mom had an incredible work ethic and so she babysat kids so we’d have enough money to eat. And with her babysitting money, she was an entrepreneur and invested in real estate. Um, and her first real estate acquisition was the house right across the street from us. When I was 14, she paid about $30,000. And then when I was 17, she told me she’d made $20,000 in her sleep. It had gone up in value. And I’m like, what? Forget college. I’m getting into real estate. So I. Went and got my real estate broker’s license right when I turned 18, which you could do back then with education. Now they got, they got smart you, they need some, you need some experience. But, uh, I was a broker. I was smart enough to go work for a broker. But, um, you know, my first year in real estate I made about eight grand. My second year, maybe 10 grand, but my third year I made over a hundred thousand dollars, which back in 1980 was some pretty decent money. And so what happened between year two and year three? Uh, the 10 x my income was what? What happens? I met a, a guy, he was a broker. I was working for actually, it taught me about the importance of mindset and psychology and how really 80 to 90% of your success in anything is just that your mindset and psychology. So fast forward to today, I’ve, I’ve owned over 2000 houses that I’ve rented long term. I own thousands of apartments now, and I’m also buying senior housing now, which I’m excited about. And you know, in 2006, my net worth went up $17 million while I slept. And you might say, wow. I said, wow, I got a head so big I could barely fit it through a door. And I thought I was a real estate God. And you know, when that happens, God of the universe will give you a nice little SmackDown. Well, that was 2008. I conservatively lost $50 million in 2008 and nine. What I’m known for talking about on my podcast, which I’m blessed to say at this point’s, the largest, uh, commercial real estate podcast really in the world at this point is, and, and the reason being is I spend time talking about mindset. You know, people don’t remember what you said, but they remember how you make him feel. And I do little clips every week called Own Your Power, their motivational clips. And, and I think that’s the reason it’s been so well received. But, uh, you know, I’m known for talking about the. Mindset it took to have 50 million to lose in the first place. And you know, maybe more importantly, the mindset it took to recover from losing it. But, uh, you know, I’d love to, we can chat about that if you like, or I’d love to talk about the state. Yeah. Whatever you It’s a, it’s, I think it’s appropriate to talk about that right now, rod. I mean, I think Okay. You know, in this, in this market with what we had, you know, um, you know, there’s been a, there’s been a lot of pain in multifamily and Yeah. You know, it’s, you know, you and I have talked about this before where. Part of success is, is trying to recognize particular situations. Um, you know, you talk about Warren Buffet and how Warren Buffet says be greedy, when others are fearful and all that, that’s great, but it’s really hard to do. Right? And so help us understand like, sure. You know, uh, how, how do you, how do you do that? Sure. How did you go and how bad did it get? Well, I lost 50 million. I lost $50 million, so it got pretty freaking bad. Okay. I call ’em seminars. That was an expensive seminar. Yeah. Yeah. And very little, uh, so it was, it was ugly. It was ugly, but. It was, it’s, I, I’ll be, I’ll be candid. The strategies I’ll share very briefly here, the strategies, I’ll share the same strategies you would use to get started. Okay. You know, if, if you know you need to do something, and we talked about this, uh, uh, before we started recording, you know, the. With ai, a lot of jobs are going away. You know, if you heard of Elon Musk on, on Joe Rogan’s last epi episode, or the last interview he did with Joe Rogan, you know, he said any job in front of a computer is pretty much gonna be gone like lightning, like a year or two. I mean that fast. It’s crazy. And so, you know, and even, you know, surgeons are, are, are, are gonna be replaced by robotics and, and on and on and you know, and I think there’s gonna be it professionals, uh, you know, there’s gonna be a lot of. Pain for the people that don’t proactively, you know, reinvent themselves, start thinking about what they’re gonna do to reinvent themselves. Maybe it’s an ai, maybe you’ll learn ai, but, but you better think about it now or if you’re in one of these positions. So when the shoe drops, you’re ready because. Uh, there’s a lot of opportunity. I mean, there’s 10,000 people a day turning 65 in this country. You could buy businesses, um, you know, uh, I’m in, I’m, I’m excited about senior housing. They need beds, you know, and, and there’s a huge shortage of beds, but, so there’s a lot of opportunity, but you better pick something if you’re in one of these fields and get busy starting to study it and learn it, and do it on the side so that when the shoe drops, you’re ready. That’s, I don’t wanna scare you, but I just wanna open your eyes. To that fact. But so how, how I recovered from losing $50 million again, is the same strategy I would tell you to use to get started. And it’s first thing, it starts with goals. You gotta figure out what it is you want. ’cause how do you get anything if you don’t know what it is? Because with the goals you create a burning desire or a hunger and you’ve gotta have that to push through fear and limiting beliefs and so on and so forth. And, um. You know, I, I, that’s, if you come to one of my bootcamps, I do a virtual bootcamp every couple of months. It’s two days. I don’t sell anything there. And I’ll tell you later how you can come for 47 bucks. So it’s no excuse. But, but the first thing we do is goal setting on steroids, uh, because you’ve got, again, you’ve gotta create that hunger. Now, I’ll, I’ll say this to you, if you have no interest in, in, uh, learning what I teach. At my link tree, I did my goal setting workshop. It’s an hour. There’s a guide you can download if you go to rodslinks.com or text the word links if you’re driving, uh, to 7, 2, 3, 4, 5 at the bottom. My, is my goal setting workshop. And you know, here’s the thing, buck, people spend more time planning a freaking birthday party than they do designing their lives. Doing your goals is designing your life. So you know, if, if, uh, if you haven’t done ’em in a while, go to Rods, links, go at the bottom. There’s my workshop, there’s a guide. You can download ’em. Not gonna try to sell you anything. Spend an hour with me. Have your spouse do it. Have your kids do it if they’re over 10 years old, and design their lives. So again, it starts with goals. So that’s the first thing I did was reassociate with my goals. Then the second piece is you gotta make a decision. And I don’t mean dip your toe in the water. I don’t mean one foot in, one foot out. I mean, you decide it’s done. Okay. The Latin root for the word decision means to cut off. If you’re gonna attack the island, you burn your ships ’cause you’re taking their ships home. That’s a decision. And, and that’s what I did. I said, okay, enough, quit feeling sorry for yourself. Pick yourself up and go make something happen. And that’s, that’s what I did back then when I lost everything. But it’s the same thing again. If you’re, if you’re in a job and you’re. You’re just not where you want to be. So we make that decision and then you gotta take the first step, uh, you know, buck. And that’s, that’s pretty much it. You know, Dr. Martin Luther King said, you take that first step in faith, the next step will be revealed. And you know, LA Sue said the journey of a thousand miles begins with a single step. But, you know, in our business and, and, and the investors that we deal with and, and the, you know. Uh, active investors and, and, and passive both, as many of ’em are very analytical and you know who you are. If that’s you and I love you, you’re some of the most successful students that I have and successful people in our businesses. However, I also know how you have to check off every single box before you make a move, and you can’t do that here. Okay? You’ve got to, you’ve got to recognize that you’ve gotta have enough faith. To get started, you know, you can go all the way across the United States at night with your headlight only seeing 50 feet in front of you. And, you know, you can make it, you know, other people have done it before you, you know, there’s a, there’s a, there’s a, a road. And, uh, it’s the same way. You may have some obstacles, but, uh, it’s the same way with this business or really any business. But you, you, you’ve got to take that first step. And, you know, a, a lot of people fear failure, and I’m gonna tell you, don’t fear failure. Fear being in the same place you are right now, a year or two from now, unless you absolutely freak. Love where you are right now. Fear, fear, regret. That’s what I would fear if I were you. I, I, there was this nurse in Australia, a hospice nurse, uh, and her name was Bronny Ware. She asked patients when, who were about to die, if they had any regrets, and she wrote a book about it as a national bestseller. Something like The Five Regrets of Dying. You know what the number on regret was? It was Living the, not Living the Life I could have lived living someone else’s life, not doing what I know. I’m capable of fear that don’t fear failure, you know? Well, the next piece is fear and limiting beliefs. So fear, you know, every successful person have has fear. Now we, we, we, entrepreneurs call it stress, but it’s fear. And, you know, action mitigates fear. You wanna mitigate fear, take action. Go do something. If I’m, if I’m laying in bed at night, it’s three in the clock in the freaking morning and something stresses me out again, stress is fear. That’s what we achievers call stress. Uh, it’s fear. Uh, and, and, um. If something wakes me up and I’m stressed about it, I literally will get outta bed and just go write down some notes. I used to have a pen with an electrical pen that drove my ex-wife crazy and I’d, I’d write notes sometimes fill up pages of notes in bed so that I’m taking some action so I can go back to sleep. So there’s a, there’s a very simple example of it, but anytime that I am fearful about something, I take massive action towards it. Just, just taking steps, doing things. That will mitigate it. And it’s just how it works. So, I mean, it’s, it’s, it’s as simple as that buck. I mean, you just have to do some things. Towards that fear now. Now, the other thing is, if you don’t take action, the fear expands. So that’s the, uh, uh, that’s the antithesis there. So, so you, you need to take action because that’ll, that’ll mitigate it. The, the next piece really is limiting beliefs. You know, when I immigrated this country, I didn’t speak English. I got thrown into school, found out what bullies were for the first time. So I got my butt kicked occasionally, hadn’t learned how to fight back, and then my mom, this is the prop, sent me to school in these wooden shoes. And these are the actual wooden shoes. We found them. When we put her in senior house, senior living in, and these leather shorts, the Germans wear for October Fest, I had to wear that to school. And of course that was crack cocaine for the fricking bully. So I got my ass kicked again. And don’t wooden shoes, rod Or, or those, yeah. Yeah. Wooden shoes. Wooden shoes. Yeah. These are from Holland, man. That’s where I was born. Yeah. My mom. Proud Dutch woman. Yeah. This is, they’re wood. They’re real wood. The farmers still wear these things, uh, ’cause they’re good to go through mud, but they’re crack cocaine for bullies. Okay? And so, yeah, you know, uh, I, I, I got my butt kicked again and, and I came up with this belief system that I wasn’t good enough. I used to ask myself, how can I show them I’m good enough? And a lot of people have these limiting belief systems. I’m not good enough. I’m not courageous enough. I’m not strong enough. I’m not old enough. I’m not young enough. Here’s the thing to remember. There’s a reason the acronym for Belief Systems is BS because 99% of them are bs, but we believe they’re real. I mean, I used to be afraid to raise my hand in front of 10 kids in a classroom, and because of fear of rejection, now I speak in front of thousands of people a year, usually in flip-flops. Okay, so you know, you can mitigate this. So if you’re aware of one of these. Limiting beliefs, BS belief systems, drag it out into the daylight. Look at it with your adult rational mind. You’ll recognize that it’s BS and it will dissipate. But you gotta, you gotta think about it consciously and it’ll, it’ll go away. Um, the, the next piece is focus. Um, you know, focus really is power and whatever we focus on gets bigger, both positive or negative. Okay? So it’s very important that you focus on what you want, not what you don’t want. I’ll get, people call me and say, how do I get outta my student loan debt? I’m like, wrong question. How do you make so much money? The debt’s irrelevant, is the question you need to be asking. They asked Mother Theresa if she was anti-war. She said, no, I’m pro peace. I mean, you get it, right? And, and so, and in fact, I’ll give you another example. So I, I, my podcast is over, I believe, over 30 million downloads, which doesn’t sound like a lot in our social media world, but in, in the podcasting space, it’s not bad. But I listened to two podcasts, Joe Rogan and Tim Ferris. I try to get both sides of the aisle. I’m definitely on, on one side. Uh, but, but, um. They get, and the reason I bring that up is they get about 30 million a week, you know, but that big podcast. But, but, um, on, on Tim Ferriss’ show, he interviews the best of the best in the world. You know, the best athletes like Michael Phelps, NFL players and NFL players, NBA players, actors like Hugh Jackman, ed Norton, Jamie Fox, Arnold billionaires like Ray Dalio, heads of the biggest companies on the planet like Zuckerberg. And he deconstructs their success. It’s very intelligent conversation. I mean, I, I love listening to it. I started to hear a pattern, uh, they almost all meditate. What does meditation enhance? Focus, right? So focus is a really important piece of, of, of success. And just a couple more. One is playing, the next one is playing to your strengths. You know, when, when you, when you go to reinvent yourself or if you’re struggling, you know, or, or gonna start something. Play to your strengths and hire a align or partner for your weaknesses. Like in our world, you know, there’s lots of different hats you can wear. It’s a team sport. You could be the person that finds the deals and analyzes them. If you’re analytical, you could be the mouthpiece like me or you, and you’re, you know, raising money, talking to brokers and, and getting the word out. You could be the. You know, the um, asset manager, if you’ve got some project management experience, construction experience, there’s lots of different hats you can wear, but you wanna play to your strengths. Your strengths are your greatest assets. Don’t try to maximize your fears. You’re gonna get much further. Like I said, if you hire aligner partner for your weaknesses, you know, some of the most successful. Um, partnerships I see in the business are an analytical, introverted person with an extroverted, outgoing person. I mean, that’s a match made in heaven in our business. ’cause our business is primarily empirical. You ask the right questions, uh, and, and you get the numbers right. You know, it’s kind of hard to make a big mistake. Um, and so. You know, just make sure you’re playing to your strengths and when you’re playing to your strengths, you’re gonna have passion and passion’s required to influence people. Right? ’cause you love what you do, so you’re passionate about it. So again, real heavy duty argument to play to your strengths. Yeah, I think the last piece, the last piece is, is peer group. Um, you know, who you hang out with is who you become. You’ve heard it, you’ve heard it before. So if you’re gonna get into something, get around people that are doing it. Like my Warrior Coaching program, I’m, I’m gonna brag. I, I, like I said, they own 300,000 multifamily units that we know of. I’m, I, it’s, we’re counting, uh, we know it’s close to 300,000. We’re at like 275,000 or something. I know there’s a lot we’re missing. And, you know, tons of senior housing, tons of self storage, tons of industrial flex space, um, retail mixed use, you name it. Uh, mobile home parks, and. Almost all of those deals were done between warriors, between my students. So you know, ha, who you hang out with is who you become. You know, if you show me your three best friends, I’ll show you who you are in your relationships, your happiness, your health, and definitely your finances. But see, so many people default to a peer group they went to school with or they work with, and those people with their own fears or limiting beliefs might hold you back, you know, afraid of losing you, afraid of feeling less than if you succeed. And sometimes it’s family. I’m gonna tell you, love your family, but proactively choose your peers. Right? You know, and when I was losing everything in 2008 and oh nine, I was in Tony Robbins Platinum Partnership and there were people there that were killing it in that crash, uh, you know, thriving. And they’re like, get up, you puss. 50 million Schmill. Go make something happen. That’s who you wanna be around, not only while you’re building, but certainly when the proverbial stuff hits the fan, right? Uh, so anyway. I, that those are, those are some of the big pieces. Yeah. Well, that, I mean, that’s, let, let’s talk a little bit about the, the business that you’re in. Um, you know, you’re, you’re heavily involved with real estate. Obviously these, uh, mindset things are a great place to start. Now you go out there, let’s talk about where the market actually is and what you’re seeing in this market right now. Does your represent opportunity to you? There’s a ton of opportunity because there’s a ton of people in trouble, sadly. Right. Okay. A lot, a lot of people got adjustable bridge debt. You know, these rates have gone through the moon. I’ll give you a small example. We were looking at a small asset in San Antonio where I’ve got some assets and I. And there, the lender reserve payment that this guy had to pay to prepare for a refinance went from 8,000 a month to 80,000 a month. Do you think that’s painful? Right. And you know, and, and when you’ve got a multi tens of millions of dollar loan on a property and the interest rates adjust several points, you’re done. And, and so that’s just on the interest rate piece. Uh, mentioning my SEC attorney had six foreclosures in one day, apartment complexes, uh, clients, new clients that came to him, he told me like three weeks ago. So who knows how many since then. But you know, there’s a lot of deals and trouble and it’s sad. It’s very sad. But, uh, that’s just one piece is the loans. Uh, the expenses have gone through the thick and roof. I mean, I’ve got maintenance supervisor that’s making $40 an hour at this point, which is crazy. Uh, you know, I, I teach at my bootcamps. Uh, I used to teach a 50% expense ratio. That’s what you want to have. Now I teach 60% ’cause they’ve gone up that much. And so, you know, there’s a lot of pain in the market. But with crisis comes opportunity. There’s incredible deals. I’ve got a a, a 200 unit asset in San Antonio. Um. That is on a lake, and right next door is a 300 unit, 300 plus unit asset. Um, it’s sold the 300 units sold for 43 million in 21 or 22. It’s, it’s with the bank, it’s down to 28 million now. And I’m not even interested unless it gets to 24, unless the rates drop significantly. And so 43 to 24. So that’s what’s out there right now. And di I think you just bought a, a deal at like a 40% discount, didn’t you? Yeah. Yeah. Yeah. And here’s the thing, which is what I wanted to get into as well, and I I just bring, bring people’s attention to it, is that these times in history don’t happen that frequently. Right? Right. And it, and it’s interesting what the, the last multiple, uh, opportunities we’ve, we’ve, we’ve capitalized on, they have been all these situations where it’s a debt problem, right? It’s, it’s an asset that’s performing fine. But someone’s got a month, uh, to go and they just need to get out. They’re gonna lose all their equity, their debts due. Um, yeah, their debts do, there’s like this, this wall of debt, like, I think it’s like a trillion dollars of debt due by the end of this year. So what we’re seeing is, you know, the last several opportunities, 30 to 40% discounts on basis, uh, compared to just two or three years ago. And I think the challenges for investors is that like. In the background, those of us who’ve been through the pain are still feeling the pain and you feel very gun shy about it, right? Yeah. Yeah. Um, and you also start thinking, well, 30 to 40% discounts. Uh, you know, this, this is, this sounds very scary, but in, in reality, I, I’m trying to get people to understand that, that those discounts only last for so long, right? I mean, that if you look at like the, the debt. That’s out there. Most of that really bad debt washes away at the end of this year. At 2026. Yeah. After that, like those 30 to 40% discounts that like people are hearing so often, they’re not gonna be there anymore. No, that’s, and what I, and what I hate to see is people wait two or three years from now and all of a sudden there’s a frothy market and everybody’s jumping on the bwa. ’cause that’s what they always do. That’s not, you wanna be a net seller in that market. That’s right. And, and you know, it’s like you mentioned Warren Buffet’s famous quote, be greedy when others are fearful and fearful when they’re greedy. And, and so right now they’re fearful, which is making harder to raise money. And I’m, I’m having the same conversations. It’s like, Hey, if there was ever a time, it’s right now and now. Now the key, now the key. Differentiator or key factor is it’s all about cash flow. You know, like I said, that that deal at 43 is down to 28. 28 still doesn’t make sense for me. So it’s all about cash flow. And so, you know, I wrote a bestselling book. I’ll brag about, hang on, I’ll show it here. It’s called How to Create Lifetime Cash Flow through Multifamily Properties. The reason I bring this up is the subtitle is The New Rules of Real Estate Investing IE The new rules is it’s all about cash flow. I don’t, you know, I can brag about what you, you know, the discounts you can buy a property for, but it, it’s all about the numbers. It’s got a pencil, it, so cash flow is king. Um, so would you agree with that? Oh, a hundred percent. No. The interesting thing is though, that like, that’s a, that’s actually in real estate. That’s a principle I think a lot of people had, and I think what ends up happening is when the market gets frothy, you kind of skip that step, right? Because then what you’re, then what happens is that the market becomes so competitive that you’re trying to project, okay, I can get this from here to here and I can make it cash flow pretty quickly. And that’s when it gets dangerous, right? Yeah, yeah. Because listen, when Mark, when, when, when rates were, were as low as they were, you could do that. Now what? As soon as they started accelerating, well then you just got behind and, and you, you couldn’t catch up. And that’s kind of what happened. No, that’s it. And the expenses. Yeah. Yeah. They, the business about this market though, and maybe you can get some perspective on this, is what happens. You’ve experienced multiple real estate cycles and one of the opportunities that real estate investors have had throughout the decades is investing in a market where interest rates start to fall. What happens? Well, what happens is, is, is, is, is values As values go up, you know, and here’s the other thing, you know, uh, uh, with inflation, inflation’s not going away. And when you buy a property, the debt’s locked unless you do the adjustable rate thing. But if, if you get a normal, a normal mortgage. The, the rent, the debt is locked, but your, your interest, your rents are gonna continue to climb here. They’re going up, they’re gonna keep going up. And, you know, and, and of course the value of, of what we do is based on a multiple of the net income, the NOI, the net operating income. So any increase of the rents is gonna go to the bottom line. And, and so your values are gonna go up. So again, incredible opportunity to get into this real estate now. With the debasement of the US currency, with with, with all the money they’re printing and everything else, you’re, you’re seeing incredible rises in, in hard assets like gold, silver, of course, we saw a crash in Bitcoin ’cause it’s ethereal, it’s air, but, but real estate, uh, is, is you look at it over, over, you know, 50 years and, and it only goes one direction. It has some dips, but it continues to go one direction. And, and so, you know, I, I love real estate. I always have and. And, and always will. And so, you know, that’s why I teach it, you know, I do, I teach multi and I now teach multiple asset classes. I just taught multifamily for a long time, but now I teach pretty much every asset class and I’m, yeah. So what’s, uh, housing too? Yeah. Tell us a little bit about senior housing and um, yeah, what you’re doing there. I, I, I’ve only purchased one assisted living facility so far, but my students, my God, I can’t even count how many assisted living facilities and memory care units they have. But I, I’m, I’m gearing up. I have a whole team doing it. Uh, we’re cold calling and, and, and the, the, the out, the goal is. Is, uh, uh, 12 units in the next 18, I’m sorry, 12 separate facilities in the next 18 months. And we’re growing up to do that. Uh, we’ve got a ton of interest. And here’s the, here’s the reason why they call it the silver tsunami. There’s, there’s six, 10,000 people a day turning 65, and it goes forever. And it seems like forever. I mean like literally a over a decade and. And again, um, you know, those people. Uh, so there’s a lot of opportunity with that. There’s an opportunity to buy businesses as well. A lot of ’em wanna retire and own businesses, so there’s an opportunity there. But, but, um, in senior housing, there’s, there’s a huge shortage of beds. And, and I’m quite candidly, I’m not sure we’re gonna be able to match the need in the shortage of beds, but there’s a huge shortage of beds and, and so, um, you know, and to build new. The about the least you can build a place for is $200,000 a bed. Well, there are facilities that got crushed by COVID where you can buy. Facilities for sub a hundred dollars a bed. So there’s, there’s a, there’s an opportunity there that we’re capitalizing on. It’s very exciting. Uh, that won’t be around there a lot of, is there a lot of competition from, you know, big money institutions, that kind of thing in this space that are sort of pushing prices up? Because I would think if they would have to, yeah. Yeah. I would think they would have the same sort of thesis overall. So the larger facilities, yes. The, you know, I, I’m not doing the, the 200 bed facilities, you know, I’m in the 50 to a hundred range, you know, uh, kind of the mom and pop range as it were. Uh, and. So, at least to start, I mean, at some point I’ll compete with the larger ones, but we’re starting there and, and there’s just an incredible opportunity to, to get to, and the returns are fantastic. I mean, we’re seeing 15% cash on cash, 25% IRR, realistically not BS returns. And so, you know, it’s very exciting, honestly. And, and, and, and, and again, it’s got legs. It’s not going anywhere. It’s not like one of these things that’s cyclical. There’s, there’s the, these people are retiring. They’ve impacted everything from Pampers diapers to suburbia, and they’re gonna impact, you know, senior housing in a big way. So, um, you know, it’s, it’s that, that’s exciting. Yeah. I got crushed by that wave in 2008. I got crushed by that wave. I’m surfing this wave. Yeah, yeah. Yeah. Good for you. So tell us, you know, a little bit more about how people can get involved. It sounds like you got a lot going on there. So tell us about Well, I, I, I teach, you know, I teach this stuff. I have, I’ve had, I dunno, upwards of 20,000 people attend my bootcamps by the way. Really never had a complaint except that the breaks are too short. ’cause I, I packed three days into two days, but I teach this business and soup to nuts, how to find deals, how to pick a market, how to pick a team, how to underwrite them, how to finance them, how to raise all the money for them, on and on. And so if you go to Rods. links.com. That’s my link tree. That’s where my goal setting workshop is. If you want to do your goals, do it there. But, uh, if you come to my bootcamp, that’s the first thing we do. Uh, ’cause I, I need to have you get very focused on what you want. But, um, you know, it’s two days of training. I don’t sell anything and you can come for $47. So tell me your excuse. Okay? And the bonus, the bonuses are thousands of dollars. You get my deal evaluator software, my document library. You get all this stuff. And you know, and candidly, if you come to the bootcamp and. On Monday, you decide it wasn’t worth it, you didn’t love it. I don’t mean like it, I mean, love it. I’ll give you your 47 bucks back. It’s never happened, but it’s first time for everything. So, yeah, no, I, I, I love what I do. It comes out and what I do, and I, I spend time on mindset too, because again, that’s 80 to 90% of it. That’s why my students are so freaking successful. They actually do it. Um, and so. I, I, I really love it, and that’s where I’ll continue to do it. So I’m, I’m doing one of these virtual events pretty much every month and a half. I’ve got one coming up, I don’t know when this’ll air. I’ve got one coming up in March, March 7th and eighth, and there’ll be one, you know, 60, 45, 60 days after that. So, yeah. Fantastic. Rod, thanks so much for being on the show today. Oh, I appreciate it. I appreciate it. Uh, thank you. And, and again, it’s Rod’s links or text links to 7 2 3 4 5. Matt, thanks. Thanks for having me on. Buck, it’s great to see you again. You make a lot of money, but are still worried about retirement. Maybe you didn’t start earning until your thirties, now you’re trying to catch up. Meanwhile, you’ve got a mortgage private school to pay for and you feel like you’re getting further and further behind. Now, good news, if you need to catch up on retirement, check out a program put off by some of the oldest and most prestigious life insurance companies in the world. It’s. Called Wealth Accelerator and it can help you amplify your returns quickly, protect your money from creditors, and provide financial protection to your family if something happens to you. The concepts here are used by some of the wealthiest families in the world, and there’s no reason why they can’t be used by you. Check it out for yourself by going to wealthformulabanking.com. Welcome back to the show everyone. Hope you enjoyed it. We talked about a lot of things, but I think the mindset step is really important. So if you’re one of those people. Who is worried about, you know, a time in your life right now, or that that things aren’t going well? Things can turn around really quickly. You just gotta have some, you know, you gotta have the right mindset. You gotta have the right goals. That’s it for me this week on Wealth Formula Podcast. This is Buck Joffrey sign now. If you wanna learn more, you can now get free access to our in-depth personal finance course featuring industry leaders like Tom Wheel Wright and Ken McElroy. Visit wealthformularoadmap.com.

Standing out in a crowded legal market requires more than competence. It requires intentional client experience. In episode 606 of the Lawyerist Podcast, Zack Glaser talks with Patrick Patino about redefining professionalism and building a law firm people actually want to work with.  Patrick shares how he walked away from a successful bankruptcy practice to experiment with a more human-centered model focused on connection, accessibility, and community. They examine why most firms look and feel the same, how experience shapes client loyalty, and why fear-based marketing quietly undermines trust.  If you are questioning the traditional law firm playbook, this episode offers concrete ways to attract better clients, clarify your positioning, and design a firm that fits both your values and your market.  Links from the episode: https://podcasts.apple.com/us/podcast/the-newfangled-lawyer/id1699645225 Listen to our previous episodes on Client Experience & Law Firm Differentiation.  #603 – Turn Expertise into Clients: Building Authority That AI Recognizes, with Karin Conroy Apple | Spotify | LTN  #600 – Designing a Law Firm You Actually Want to Run, with Stephanie Everett Apple | Spotify | LTN  #575 – From Overwhelmed Lawyer to Strategic Law Firm Owner, with Chad Fox Apple | Spotify | LTN  #559 – The Imitation Trap: Lessons from 15 Years of Top Law Firm Websites, with Conroy Creative Counsel Apple | Spotify | LTN Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  01:15 – Discipline Is Boring Until Results Show Up  07:05 – Meet Patrick Patino  09:30 – Rethinking Professionalism  11:15 – High Five Legal and the Bankruptcy Experiment  13:30 – Fear Based Marketing vs. Levity  16:10 – Meeting Clients Where They Are  18:45 – Community Over Sales Pitches  20:50 – The Copycat Law Firm Problem  23:30 – Experience Is the Differentiator  26:05 – The Crumbl Cookie Model of Law  28:40 – Scaling Culture with the Pod Model  31:15 – Talking With Clients, Not At Them  34:00 – Collaboration Over Control  36:20 – Define Your Ideal Client for Real  38:45 – Solo and Small Firm Advantage  41:20 – What It Means to Be Newfangled 

Why do some law firms scale effortlessly while others stay stuck even when they're getting the same advice? In Episode 251, Paul sits down with Brooke Lively, founder of Scaling Law and a fractional CFO turned EOS Implementer exclusively for law firms. Brooke shares how her data-driven analysis uncovered a surprising pattern: performance differences weren't about intelligence, strategy, or effort they were about execution. That discovery led her deep into the Entrepreneurs Operating System (EOS) and ultimately into building a national community helping law firms implement structure, delegation, and predictive metrics to scale sustainably. This conversation dives into delegation, decision-making paralysis, predictive data, and the emotional difficulty of "letting go of the vine." For law firm owners and entrepreneurs alike, this episode is a masterclass in systems thinking, leadership maturity, and building a business that can grow beyond the founder.   Timestamps 00:00:00 – Introduction 00:01:19 – What Is Scaling Law 00:02:00 – The Three Performance Buckets 00:03:24 – Discovering EOS as the Differentiator 00:07:33 – Letting Go of the Vine 00:11:06 – Killing Off the Hero Complex 00:12:20 – Bad Habits That Keep Firms Stuck 00:15:43 – Rewiring the Expert Mindset 00:19:17 – Self-Audit Questions for Law Firm Owners 00:21:14 – Identifying the Right Predictive Data 00:23:20 – Eyeballs to Cash Explained 00:24:33 – Where to Start Episode Resources Discover how Brooke Lively helps law firms implement EOS, eliminate bottlenecks, and build predictable growth systems: https://scalinglaw.com Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit https://businesslegacypodcast.com Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit https://businesslegacypodcast.com to access the show notes and additional resources on the episode.

In Episode 354 of UNSCRIPTED, we explore how QuidelOrtho transformed field service from a cost center into a strategic business differentiator. Matt Tice, VP of Global Services, shares six practical strategies for driving customer retention, gaining executive leadership buy-in, aligning KPIs with customer expectations, strengthening frontline leadership, and leveraging AI to elevate the customer experience.If you're a service leader looking to reposition service as a growth engine, not just a post-sale function, this episode delivers actionable insights you can apply immediately.

AI is transforming cybersecurity for better and for worse, with Irish organisations now operating on the front line of this AI-driven threat landscape. AI technology is now embedded on both sides, enabling threat actors to launch highly sophisticated attacks at the click of a button, while helping defenders to detect and respond at machine speed. From automated phishing campaigns to self-adapted malware, AI is accelerating the speed and the scale of cybercrime across Ireland's digital economy. To keep pace, regional organisations are deploying equally advanced AI-driven security solutions, including Arctic Wolf's Aurora Platform, which delivers AI-powered detection and response at scale. But technology alone isn't enough for full protection. Unlike threat actors, Irish businesses must operate within strict legal, regulatory and ethical constraints. They cannot move as freely or illicitly as their adversaries, leaving even the most advanced AI systems constrained. As this technological warfare continues, it's people, processes and security culture that will determine the outcome of cyber incidents. For channel partners, recognising this shift is critical. Long-term value no longer comes from transactional product resale, but from delivering continuous protection, advisory-led services and measurable security outcomes. Arctic Wolf is driving this change across the Irish channel ecosystem through its AI-enabled managed detection and response (MDR) services, it's 24/7 concierge security model and its stronger-together partner approach which sees it work side-by-side with local resellers to help them build scalable, services-led security practices. Threat landscape escalation and the human factor Ransomware remains the dominant threat across Ireland and the wider UK&I region, with ransomware-as-a-service (RaaS) platforms dramatically lowering the barrier to entry for less-skilled attackers. At the same time, AI-powered phishing, deepfake fraud and self-adapting malware are becoming mainstream tools for cybercriminals. Supply chain vulnerabilities and third-party risk are also rising sharply, exposing organisations across industry. For resellers in the region, the growth in attack sophistication is driving demand for always-on monitoring, rapid incident response and third-party risk management services, accelerating the shift toward managed security offerings. Compounding this is the persistent human threat. Low phishing awareness, the rapid adoption of ungoverned AI tools and simple user error continue to play a role in some of the most damaging breaches. Even in highly regulated and technologically mature environments, the human layer remains the most exploited. Arctic Wolf research shows that nearly two-thirds of IT managers admit to having clicked on a phishing link themselves, proving cyber risk isn't confined to junior staff or non-technical users – it's a universal issue. This is why developing a strong, trust-based security culture is as vital as deploying tools. Employees must feel confident in recognising suspicious activity and empowered to report it quickly, without fear of blame. This openness can be the difference between containing an incident quickly or having an entire operation shut down. While Arctic Wolf's platform analyses over nine trillion security events a week, it is the company's 24/7 human-led SOC and concierge security teams that are transforming insight into action for Irish customers and partners, helping prioritise risk, contain active threats and strengthen their security posture. For resellers, this means they can deliver enterprise-grade security operations without having to build or staff their own SOC. Why this matters to the channel For channel partners in the UK&I, this technological evolution marks a shift away from transactional-based resale towards high-value, recurring managed security and advisory services. Customers want products, but also guidance, visibility and assurance in an increa...

Information is everywhere, which means it no longer separates you from your competitors. In this episode of The Next Level Podcast, Jeremy Miner sits down with Icon Becker, founder of Klevr Events, a global events company that has fulfilled over 100 events, served thousands of attendees, and generated over $11M for clients from the stage. Icon breaks down why experience has become the only real value add left in modern business, how small details can cost companies massive opportunities, and why live, in-person connection builds trust faster than content ever can. This conversation is for entrepreneurs, operators, and leaders who want to stand out, build real loyalty, and create experiences that customers remember long after the transaction ends. Chapters: (00:00) Introduction(03:35) The PB&J Moment That Changed Icon's Perspective(05:44) How The Pandemic Forced A Complete Business Pivot(12:28) Experience, Trust, and The Collapse of Online Credibility(15:12) Compressing Years of Trust Into a 3-Day Experience(16:28) What Steve Jobs Understood About Experience(24:52) The Near-Death Moment That Changed How Icon Takes RiskWhat part of your customer or client experience would you improve first if you wanted to stand out instantly? Got a question about sales, persuasion, or objection handling? Text me directly: +1-480-481-6755Join the 7th Level University: https://whop.com/discover/7thlevel/Join the waitlist for the Ask Jeremy 7q.AI : https://7q.ai/waitlistThe exact NEPQ script I used to earn $2.4M/year as a W-2 sales rep: https://nepqtraining.com/smv-yt-splt-opt-orgPrefer to understand the psychology behind NEPQ first? Grab The New Model of Selling: Selling to an Unsellable Generation on Amazon: https://www.amazon.com/dp/1636980112Book a call with my team: https://7thlevelhq.com/book-demo/Connect with Jeremy MinerYouTube: https://www.youtube.com/@jeremeyminerInstagram: https://www.instagram.com/jeremyleeminer/LinkedIn: https://www.linkedin.com/in/jeremyleeminer/Facebook: https://www.facebook.com/jeremy.miner.52Connect with Icon Instagram: https://www.instagram.com/iconicbecker/ Facebook:https://www.facebook.com/iconicbecker/ Youtube: https://www.youtube.com/@IconicBecker/ Linkedin: https://www.linkedin.com/in/iconicbecker/ Website: https://www.klevr.events/

When rooms, tech, and amenities start to feel the same, hotels lean on food and beverage to differentiate — and that's the focus of this episode of #NoVacancyNews, recorded during ALIS. I'm joined by Phil Colicchio and Trip Schneck of Colicchio Consulting, talking from Los Angeles while I deal with snow back home. We talk about the pressure hoteliers feel around food and beverage right now — rising costs, operational stress, and the need to make restaurants work financially without turning them into generic hotel outlets. What stood out to me is how directly they connect F&B to experience. Hotels use tableside service, presentation, fire, buyouts, and flexible programming to give guests a reason to choose one property over another. We cover:

Today, we'll help you find a differentiator powerful enough that it can support your business. We'll talk through what a differentiator actually allows you to do, five prompts to help you uncover and test one for your business, and Brian's favorite current differentiator - Popup Bagels. TackleboxPopup Bagels 00:00 Tacklebox00:33 Differentiator intro04:00 What do you hire a differentiator to do?05:44 The Attention Pie09:03 Smooth Jazz09:28 Popup Bagels16:30 Five Prompts for Your Differentiator

Follow The ThunderCast on social media so you never miss an episode or a ticket giveaway!! ThunderCast.Online Instagram Tik Tok Threads Twitter Facebook YouTube   The ThunderCast is brought to you each week by Leasure Oliver PLLC. Please remember, if you are ever the victim of a car wreck, contact Leasure Oliver PLLC at 304carwreck.com Jason and Matt are local attorneys proudly serving West Virginia, Kentucky, & Ohio. Like them on Facebook as well.   5 Things Every Herd Fan Needs To Know This Week is sponsored by Ignite Link, The Tri-State's Premier IT Management Team.  Contact Ignite Link for all of your business' IT and media consulting needs at (304)908-9424 or online at: Website Facebook Twitter   Learn how you or your business can be a part of The Thunder Trust Follow The Thunder Trust on all Social Media Outlets Instagram Twitter Facebook   Join the Big Green for as little as $5/Month, so you can take advantage of all of the money saving Herd Perks that come along with membership, in addition to from providing critical scholarship funding for our Herd Athletes.     ALWAYS buy your tickets to ALL Marshall Home Games, Away Games, Tournaments, & Bowl Games at HerdZone.com or by calling 800-The-Herd   Sign your kids up for The Thundering Herd Kids Club and let's build a new era of passionate Herd Fans!!   We'll see you around The Joan...

In this episode, we introduce a leadership skill that will be your #1 differentiator in 2026.

Your podcast already has a differentiator. The question is whether listeners feel it. Today, we're evaluating the podcast “Better Call Daddy,” and we explore how small production choices either support or bury what makes a show stand out in the crowd.  We talk about intros, pacing, framing, and clarity, and how these details shape the experience for someone pressing play for the first time. We reflect on what helps a differentiator land clearly, where it gets lost, and how subtle edits can make a show feel more focused and inviting. If you enjoy refining your craft, this episode offers a thoughtful way to listen back to your own work and ensure that what sets your podcast apart is clearly coming through.Episode Highlights: [03:05] Breaking news in podcasting[07:39] First impressions of Better Call Daddy[13:34] Discussion of the Better Call Daddy intro[24:23] Branding and cover art analysis[27:27] Podcast titles and overall branding discussion[30:35] Audience engagement and show structure[32:33] SEO considerations and naming challenges[38:51] Managing long-form interviews with celebrities [54:27] Final takeaways: clarity, editing choices, and protecting emotional impactLinks & Resources: Join The Empowered Podcasting Facebook Group:www.facebook.com/groups/empoweredpodcasting⁠Empowered Podcasting Conference Course with Recordings: https://ironickmedia.com/courses/epc2025/Call Her Daddy: https://pod.link/1525296416/episode/YmV0dGVyY2FsbGRhZGR5LnBvZGJlYW4uY29tL2IxZDgzMDdlLTViZTktMzcyNS04ZjJhLWQyNmEwYjE5N2NhZgApplication To Submit Your Show For Evaluation: https://docs.google.com/forms/d/e/1FAIpQLSc8-Xv6O6lrNPcPJwj3N0Z5Osdl-5kHGz_PiAU45U57S-XgoA/viewform?usp=headerRemember to rate, follow, share, and review our podcast. Your support helps us grow and bring valuable content to the podcasting community.Join us LIVE every weekday morning at 7 am ET (US) on ⁠Clubhouse⁠: ⁠⁠⁠ https://www.clubhouse.com/house/empowered-podcasting-e6nlrk0w⁠⁠Or Join us on Chatter: https://preview.chattersocial.io/group/98a69881-f328-4eae-bf3c-9b0bb741481dLive on YouTube: ⁠https://youtube.com/@marcronick⁠Brought to you by⁠ ⁠iRonickMedia.com⁠⁠ Please note that some links may be affiliate links, which support the hosts of the PMC. Thank you!--- Send in your mailbag question at:⁠ https://www.podpage.com/pmc/contact/⁠ or ⁠marc@ironickmedia.com⁠Want to be a guest on The Podcasting Morning Chat? Send me a message on PodMatch, here: ⁠https://www.podmatch.com/hostdetailpreview/1729879899384520035bad21b⁠

A modern sales enablement strategy isn't about more activity - it's about better preparation. In this episode of B2B Sales Trends, we explore why preparation has become the true differentiator in B2B selling and enterprise sales strategy. In this conversation, host Harry Kendlbacher sits down with Gena Dakos, a seasoned sales enablement leader, to unpack how high-quality outreach, customer empathy, and thoughtful preparation help sellers stand out in a noisy, AI-driven market. From executive discovery to enterprise-scale deals, this episode reframes enablement as confidence, clarity, and credibility - not just training.

#310 Category Creation | In this episode, Dave Gerhardt digs in with Josh Lowman, Founder & CEO of Gold Front, to unpack what “category creation” actually takes, why most companies get it wrong, and how the best brands win by owning a spot in the customer's mind. They get into the four real paths to category leadership, the trap of “fake” category design, why vibe and soul still beat spreadsheets, and how personal development quietly powers great marketing. If you're building a B2B brand and trying to stand out in a market that feels painfully same-same, this one hits exactly where you're stuck.Timestamps(00:00) - – Dave's Intro (03:22) - – Why Category Creation Got So Noisy (07:40) - – The Real Goal: Becoming Irreplaceable (12:26) - – How Customers Actually Form Categories (16:55) - – The Four Paths to Category Leadership (23:13) - – The Trap of “Fake” Category Design (28:56) - – Product Reality vs. Marketing Narrative (35:32) - – Why Vibe, Soul, and Taste Still Win (41:46) - – Community as a Differentiator (46:23) - – Josh on Therapy, Mindset, and Creative Clarity (52:15) - – Final Takeaways for B2B Marketers Join 50,0000 people who get our Exit Five Newsletter here: https://www.exitfive.com/newsletterLearn more about Exit Five's private marketing community: https://www.exitfive.com/***Today's episode is brought to you by Knak.Email (in my humble opinion) is the still the greatest marketing channel of all-time.It's the only way you can truly “own” your audience.But when it comes to building the emails - if you've ever tried building an email in an enterprise marketing automation platform, you know how painful it can be. Templates are too rigid, editing code can break things and the whole process just takes forever. That's why we love Knak here at Exit Five. Knak a no-code email platform that makes it easy to create on-brand, high-performing emails - without the bottlenecks.Frustrated by clunky email builders? You need Knak.Tired of ‘hoping' the email you sent looks good across all devices? Just test in Knak first.Big team making it hard to collaborate and get approvals? Definitely Knak.And the best part? Everything takes a fraction of the time.See Knak in action at knak.com/exit-five. Or just let them know you heard about Knak on Exit Five.***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

Send us a textIn a world overflowing with hype, half-truths, and “million-dollar-in-90-days” promises, Mastering Risk cuts through the noise with something radical: honesty.In this powerful episode, Dr. D takes you inside the real engine of sustainable business success—trust. Whether you're a solo entrepreneur, a side-hustler, or the owner of a small but mighty business, this conversation delivers a refreshing, evidence-based look at why integrity isn't just admirable… it's profitable.You'll learn why most consumers need 11 touchpoints before they buy—and how honesty dramatically reduces that hesitation. Dr. D breaks down the traps of an oversaturated market, from deceptive tactics to manipulative ads, and shows you how authenticity becomes your strongest differentiator. He also exposes the long-term costs of exaggeration, inflated promises, and “get rich” schemes—and why they quietly destroy customer lifetime value.He shares candid stories from his own entrepreneurial path: scaling a realistic five-figure business, navigating reputational risk, and building a loyal client base through transparency, value, and no-BS guidance. You'll hear exactly how honesty shapes stronger customer relationships, protects your legal flank, amplifies word-of-mouth growth, and positions you as a trusted authority—not a digital carnival barker.If you're ready for raw truth, practical insights, and a blueprint for building trust in a marketplace full of noise, this episode is your competitive advantage.If you want steady growth, loyal customers, and a business built to last—this is the episode you cannot skip.https://preparednesslabs.ca/DISCLOSURE Information shared here is for educational purposes only.  Individuals and business owners should evaluate their own business strategies, and identify any potential risks.  The information shared here is not a guarantee of success. Your results may vary.Copyright © 2025.Support the showhttps://preparednesslabs.ca/

If your first meeting doesn't stand out… neither will you, as told by Lee Salz.

This week, Jace Goodrow, vice president of growth at Deep Roots Harvest, joins the Cannabis Equipment News podcast to discuss his tactics to drive revenue and customer engagement in dispensaries, best practices on SKU rationalization and vendor pricing, training up budtenders and making sure you have the right product mix on the shelves.Please make sure to like, subscribe and share the podcast. You could also help us out by giving the podcast a positive review. Finally, to email the podcast or suggest a potential guest, you can reach David Mantey at David@cannabisequipmentnews.com.

Step inside a conversation on the art and architecture of AI transformation. Vedran Karamani, Group Data Analytics & Agentic AI – CDAIO at Alghanim Industries, shares how he's embedding intelligence across one of the Middle East's largest conglomerates. He breaks down what it takes to make AI approachable in the boardroom, why data literacy is now a business imperative, and how to balance innovation with operational reality. Discover how Vedran is redefining the role of data, technology, and human insight in shaping the next generation of enterprise transformation.Key Moments:From Deterministic to Probabilistic Thinking (10:19): Vedran explains how today's AI shifts decision-making from predictable, rules-based systems to adaptive, probabilistic ones. He shares how leaders must learn to balance control with flexibility to build trust in AI's potential while managing its unpredictability.AI Literacy in the Boardroom (12:55): Vedran emphasizes that real transformation begins with leadership understanding. He shares how he uses storytelling and analogies to educate executives on AI fundamentals, turning abstract concepts like “deterministic vs. probabilistic” into relatable, actionable insights.The Readiness Factor (17:29): Not every business is equally prepared for AI. Vedran breaks down the difference between change management and change readiness, urging leaders to assess cultural alignment, technical infrastructure, and data maturity before diving into transformation.Data as the Differentiator (25:15): Vedran argues that as algorithms become commoditized, competitive advantage will come from the quality and context of a company's data. He outlines how clean, well-modeled, and contextualized data will form the backbone of any successful AI strategy.The Middle East's AI Momentum (32:05): Vedran highlights how ambition, experimentation, and government investment are fueling rapid AI growth across the Middle East. He contrasts this energy with slower-moving Western markets, suggesting the region's “learn fast” mindset could shape the future of global innovation.Key Quotes:"Today, no business has an excuse not to be data-driven.” - Vedran Karamani“ With today's AI, we are almost unleashing this immense power that's very probabilistic… We need to learn how to coexist with that and how to leverage it for the greatest benefit of our businesses.” - Vedran Karamani“ If you want to stand the chance to have AI help you transform your business, you better get your data to a certain standard for that to be even possible.” - Vedran KaramaniMentionsDemis Hassabis, CEO of DeepMind TechnologiesGuest Bio With over two decades at the forefront of Data Analytics and AI leadership, Vedran Karamani charted a path of innovation across global landscapes, from the dynamic markets of the Middle East to the dynamic tech hubs of North America. Guiding multi-million-dollar portfolios, Vedran pioneered disruptive solutions, propelling sectors like Aviation, Retail, Telecom, Defense, Oil & Gas, Digital, Logistics, and Education into the future.Renowned for his collaborative leadership approach, Vedran empowered diverse teams to navigate challenges with agility, fostering an environment of continuous growth and individual excellence. From concept to execution, he's led the charge in delivering game-changing strategies, business cases, and prototypes, ensuring organizations stay ahead in today's rapidly evolving landscape. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

Our series reviewing the latest UBS European Conference begins with Raj Hindocha, UBS global research COO; Michel Lerner of UBS Holt; and Robert Donnenfeld of UBS Evidence Lab, discussing data as a differentiator.See omnystudio.com/listener for privacy information.

From indie rock band to HVAC software startup—how's that for a pivot?In today's episode of Bricks and Bytes, we had Davis Muxlow and Andrew Krippner from HVAKR and we got to learn about building construction tech from the ground up, the innovator's dilemma killing legacy software companies, and why making products faster might actually hurt your revenue... and many more!Tune in to find out about:✅ How a church worship team "audition" turned into a college band and eventually a software company✅ Why legacy HVAC programs are making engineers slower despite new updates✅ The double-edged sword of efficiency: one engineer now doing the work of three✅ How AI is forcing SaaS companies to rethink their entire pricing modelThese guys went from mechanical engineering students with a Slack channel full of startup ideas to building a product that's actually making their customers more productive.The kicker? Their product works so well that customers need fewer seats. That's the kind of problem you want to have.Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coChapters00:00 Intro03:19 The Musical Beginnings 05:20 From Bandmates to Entrepreneurs 09:13 The Path to HVACR 15:07 Building the Foundation of HVACR 19:02 The Accelerator Journey 25:10 The Product Unveiled 31:15 The Importance of Design in HVACR 35:18 Streamlining HVAC Design Processes 40:43 Design as a Differentiator 41:38 Innovative Pricing Models 44:35 Streamlining Sales Processes 48:12 Effective Trial Management 54:40 Customer-Centric Product Development 57:10 Building a Personal Brand 1:03:02 The Value of Transparency 1:04:13 Avoiding Common Mistakes in Product Design 1:09:25 Metrics of Success in Software Usage

Band teacher to NFL coach: Coach Jill Gagliardi breaks down her incredible journey from the classroom to coaching DBs with the Las Vegas Raiders. We talk mindset, game film, earning respect in a male-dominated space, and why every great coach is also a mentor, strategist, and culture builder.This one's about leadership, legacy, and showing up with confidence - even when you're the only one in the room who looks like you. Coach Jill Gagliardi is currently with the NJ HS Lawrenceville Prep, and has also coached with the NFL Las Vegas Raiders 00:00 Intro with Avaan!!06:18 How Music and the NFL entered her life. 12:30 Pop Warner Advocate for yourself17:40 Evaluating and honing in Talent as a Coach19:00 Coaching with an Elite HS + NFL Team28:20 Brian Urlacher gets love as the QB of Da Bears Defense29:00 Film Tape and Strategies That Work35:00 Let's break down a Play37:28 Unique Voice in a Common Room45:00 Short History of the NFL46:00 National Coalition of Minority Football Coaches48:00 Executive Decision-Making: Sports + IRL56:00 Mindset is the Differentiator 1:05:49 Green Bay Packers-loving Security Guard (Booo!!)1:07:21 Legacy1:11:00 Make people ‘Feel' RelevantThis episode is part of the ‘Prof P' series on the WhiskeyHue Stream. Recorded in part for my Fordham Gabelli students.Please Rate, Review, Subscribe and Share with a Friend!Means a lot to us - thank YOU! For more info on: 1. Venture, Tech, Sports and Investing, visit: ⁠⁠Atul Prashar's - Venture Capitalist⁠2. LinkedIN: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AtulPrashar ⁠3. Learn Venture Capital Investing for less than a dinner inNYC: “VC: IdeationThrough Execution”: ⁠⁠⁠⁠⁠⁠https://tinyurl.com/APsVCCourse⁠⁠⁠

Learn a simple, repeatable framework for crafting an effective sales pitch that connects, communicates value, and inspires action. Show Notes Page: https://www.thehowofbusiness.com/585-crafting-your-sales-pitch/ Crafting an effective sales pitch isn't about being slick or persuasive - it's about clarity, empathy, and storytelling. In this episode, host Henry Lopez breaks down how small business owners can build a compelling sales pitch using a customer-centered approach inspired in part by Donald Miller's book Building a StoryBrand. Henry explains that every great sales pitch starts with understanding your audience (your ideal client or avatar), defining their problem, and showing how your solution helps them win. You will learn six core elements of every great pitch: Audience, Problem, Solution, Differentiator, Proof, and Call to Action.  Then, Henry walks through a five-step process that will help you craft and use an effective sales pitch for your small business. Drawing insights from past guests like Andy Paul, Carole Mahoney, and Ryan Dohrn, Henry shows that clarity and empathy consistently outperform clever slogans and aggressive selling. Whether you're refining your elevator pitch, rewriting your website copy, or preparing for a formal sales presentation, this episode gives you the structure to tell your business story with confidence and authenticity.” This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

In this UC Today interview, host Kieran Devlin sits down with Michal Podoski, SVP of Product Management at Akixi, to unpack one of the biggest opportunities in the UC and managed services space: customer experience. As pricing pressure mounts and hyperscalers level the playing field, MSPs and system integrators need new ways to stand out. Podoski explains why CX-driven strategies and value-added services can be game-changers in avoiding the dreaded "race to the bottom."How can MSPs and system integrators redefine their role in a market dominated by Teams, Webex, and Zoom? According to Akixi's Michal Podoski, the answer lies in moving beyond dial tone and connectivity into becoming trusted advisors who deliver measurable customer experience improvements.In this conversation, Michal and Kieran explore:Why CX is still an untapped differentiator for MSPs and how it can create long-term competitive advantage.The rise of informal contact centres within Teams and Webex, and why analytics are key to managing them effectively.How value-added services and CRM integration help MSPs build new revenue streams and cement trusted advisor status.Why ongoing insight and data-led coaching are essential to prove CX impact and avoid commoditisation.For MSPs, the takeaway is clear: success in the next wave of UC isn't about selling telephony—it's about delivering outcomes.

Every producer in this industry, from the rookie to the top all-star, gets the exact same 24 hours in a day. It's the ultimate equalizer. Yet, most waste this invaluable resource on outdated training, get bogged down in service work, and lack the discipline to focus on what actually drives growth. They treat time as something that just happens, not as their most critical asset.The top 1% understand that how you manage your time is the #1 differentiator between mediocrity and massive success. In this episode, I'll give you the game plan for how elite producers leverage time at every stage of their career. This isn't about working more hours; it's a new framework for using your time to build an unbeatable competitive advantage.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Time Management: The #1 Differentiator in Sales (00:05:46) The New Producer's Time Advantage (00:09:04) The Validated Producer's Productivity Game Plan (00:13:49) The All-Star's Framework for Buying Back TimeCONNECT WITH ANDY NEARY

Lee shares insights on transforming traditional sales methods into client-centric consultations, talks about his new book, 'The First Meeting Differentiator', the importance of personalization in sales interactions, provides actionable strategies, and much more!

Episode 97 addresses one of Mike's hot-button topics:  structuring and conducting effective early-stage sales calls. As he often bemoans when leading workshops, salespeople have to work so stinking hard today to secure an initial meeting with a target prospect, and then they show up and miss the mark by conducting completely ineffective meetings. If your (or your team's) sales calls could use a boost, dive into this compelling interview with sales differentiation expert, Lee Salz, who crafted a fantastic resource titled “The First Meeting Differentiator.”  Lee doesn't hold back, declaring that traditional discovery meetings must die because buyers no longer tolerate one-sided sales interrogations that serve the seller and provide no value to them!  After listening you'll understand why Mike boldly declared in his front cover endorsement, “I cannot think of a salesperson, regardless of tenure or industry, who wouldn't experience a transformative breakthrough from implementing the powerful approach outlined in The First Meeting Differentiator!”  Here's to more effective first meetings and to MORE NEW SALES!   RESOURCES MENTIONED IN THIS EPISODE: The First Meeting Differentiator ___________________________________________ This episode is sponsored by Pursuit Sales Solutions. If you are looking for help adding A-player talent to your team, contact Mike's friends at pursuitsalessolutions.com/weinberg

In this episode of the Move the Ball podcast, host Jen Garrett kicks off a brand-new two-part solo series, The Power Performance Series: Energy, Focus & Execution at the Executive Level. Part 1, titled Energy Intelligence, explores how high-performing executives manage their energy—not just their time—to lead with clarity, endurance, and impact. Jen breaks down the four dimensions of energy—mental, emotional, physical, and environmental—and shares practical strategies, client stories, and executive insights to help you avoid burnout, sharpen your decision-making, and create sustainable momentum. Whether you’re leading teams, navigating high-pressure environments, or striving to elevate your performance, this episode shows you how to harness your energy as the true driver of executive success. Episode Highlights: Energy Intelligence as a Differentiator [4:18]Jen explains that energy intelligence—recognizing, protecting, and directing your personal energy—is what separates top leaders from the rest. The Five Energy Zones [8:02]The episode breaks down mental, emotional, physical, and environmental energy, with actionable advice for optimizing each zone. Burnout Prevention is Strategy, Not Self-Care [18:25]Jen reframes burnout prevention as a strategic system, not just self-care, emphasizing the importance of early warning signs and energy audits. Leadership Energy is Contagious [19:53]The energy you bring as a leader sets the tone for your team and environment—be intentional about the energy you transfer. IT'S TIME TO SHOW UP WITH CONFIDENCE, MAKE AN IMPACT, AND MOVE THE BALL:

In today's episode, Lisa Fine speaks with Susan Cooper, Vice President of Regulatory Compliance Programs and Global Data Protection Officer at Meta, discussing her approach to compliance in the technology sector.  Susan discusses the path that led her to her current role, which is unique as her team is embedded within Meta's product organization. Being part of the product development team allows compliance to work hand-in-hand with product development through their risk review process, which assesses privacy, security, content safety, and financial risks in a centralized process for over 1,400 products per month.  It is part of their processes. Susan also discusses how Meta utilizes “privacy-aware infrastructure,” embedding compliance requirements into standardized, reusable code components that can be used throughout the organization. She also provides some advice for compliance professionals, particularly those who are interested in technology companies, including: Learn to speak “tech” if you want to work in tech compliance. Get to know your stakeholders and their concerns; Keep a growth mindset – be willing to ask questions and learn constantly; and Embrace AI and automation tools to scale your work and keep learning about these tools.

“Ownable originality is about creating something uniquely you—something no one else can do, even if they tried.” — Rob MeyersWhat does it mean to create something that no one else can replicate?In this episode of The Storytelling Lab, Rain sits down with Rob Meyers, Managing Director of the creative studio Versus, to explore the concept of “ownable originality.” Rob shares the philosophy behind Versus—one that prioritizes culture over style, curiosity over templates, and meaning over metrics.The result? A studio that helps brands and creators make work that is not only beautiful, but deeply aligned with who they are.They discuss the evolving landscape of branded content, how more companies are creating their own original documentaries and films, and why traditional marketing models are no longer enough. Rob also explains how a founder-led, culture-first organization can scale without losing its soul—and how his team's creative autonomy fuels both client work and original IP like films, books, and games.If you're looking for a model that balances creativity, commerce, and community, this conversation will inspire you to reimagine your own storytelling strategy.In this episode, you will learn to:Define your brand through culture, not content volume or visual styleBuild a studio or agency that empowers creativity across departmentsMake the case for long-form storytelling and brand-backed originalsBalance client work with internal creative projects to retain passionLead with values and build trust as your most irreplaceable assetFor more storytelling tips and tricks,Visit my website rainbennett.com, orFollow me on TikTok @rainbennett.storyellerFollow me on Twitter @rainbennettFollow me on Instagram @rainbennettFollow me on Facebook @thestorytellinglab Subscribe to my Youtube Channel Hosted on Acast. See acast.com/privacy for more information.

In this episode, we're joined by Lee B. Salz, a leading Sales Differentiation Strategist and bestselling author, known for transforming salespeople into high-performing sales forces. As the founder of Sales Architects, Lee helps companies stand out in competitive markets through tailored sales consulting, coaching, and custom sales playbook development. He also delivers dynamic keynote presentations and workshops that equip sales teams with the tools to win more deals at the right price. Whether you're a sales leader, entrepreneur, or rep on the front lines, this conversation offers powerful strategies to help you differentiate and dominate.  

What does the perfect e-commerce platform look like in an AI era?That's the question Shopify's Chief Design Officer Carl Rivera has set out to answer so this week's episode is all about Shopify's big bet on design and craft as the ultimate differentiator.We go deep into:- What happens when AI makes everyone a 7/10 designer- What most design teams get wrong when casting vision- How design can lead the creation of truly native AI experiences- Why every designer at Shopify is learning to ship to production- Carl's thesis for why designers are severely undervalued in the market- Why Shopify acquired Molly Studio and what it means for how the org works- + a lot morehttps://www.molly.studio/ - design studio acquired by Shopify

Drawing from more than a decade of experience in dermatology, Dr. Rachel Pritzker founded The Derm Collective as a place where clinical care meets aesthetics.Now that cosmetic treatments are a part of her practice, she's not just about fillers and lasers. She still treats acne, moles, and rashes—and takes insurance—while delivering a holistic patient experience that cuts through the noise of aesthetic marketing. Her practice is a calm, trusted space where patients of all generations feel guided, not sold to.Dr. Pritzker shares why culture matters, how growth should be intentional, and why authenticity is the true differentiator in a crowded market. In an industry moving fast, her approach is about being the steady, trustworthy voice patients are looking for.About Dr. Rachel PritzkerDr. Pritzker is a board-certified dermatologist, fellowship trained in cosmetic injectable dermatology and procedural dermatology, and is renowned for her expertise in laser, cosmetic, and dermatologic surgery. She thrives on creating tailored solutions for her patients' unique dermatological concerns, whether addressing rashes and acne, engaging in skin cancer awareness discussions, or delivering cosmetic injectables and laser treatments. Learn more about The Derm Collective North ShoreFollow Dr. Pritzker on Instagram @drrachelpritzkerFollow The Derm Collective on Instagram @thedermcollectivenorthshoreGuestRachel Pritzker, MD, Co-Founder, Board-Certified DermatologistThe Derm Collective North ShoreHostRobin Ntoh, VP of AestheticsNextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

Figma's Head of Insights Andrew Hogan joins Peter and Jesse to explore emerging trends in design practice as AI transforms creative workflows. The conversation examines how role boundaries are blurring across product teams, where AI delivers real value versus hype, and design's growing opportunity to lead strategic orchestration in increasingly complex digital experiences.

In this episode, Anthony is joined by M&A expert Silvia Magni to break down how to confidently talk about M&A and corporate finance deals in investment banking interviews — even if you haven't worked on a deal yourself.We cover what interviewers are really looking for, how to structure your answer like a pro, how to use recent or live deals the right way, and the most common mistakes candidates make (and how to avoid them). Plus, why strategic rationale often matters more than just getting the technicals right.Whether you're preparing for analyst or associate-level roles, this is packed with practical advice to help you stand out.

In episode 93 of Brand Story, we sit down with John McNeil, Founder & CEO of John McNeil Studio, for a candid conversation about what it really means to build a brand. From his early days in traditional agencies to pioneering the studio model, John shares how his team helps brands move beyond deliverables to a system where everything from strategy to media to brand experience works together.This is Brand Story, a podcast celebrating the stories of real people who are making an impact on brands, business, and the world around them. Episodes feature guests from a variety of backgrounds who bring their own unique perspectives to the conversation.Brand Story is created and produced by Gravity Group, a full-service brand and marketing agency, and is hosted by Gravity Group President, Steve Gilman.Links and Information From the Episode Here: https://www.gravitygroup.com/podcast/creativity-in-business/https://www.linkedin.com/in/johnmcneil/https://www.johnmcneilstudio.com/Continue the conversation on social:For more of Brand Story, check out our LinkedIn (https://www.linkedin.com/company/gravitygroupmarketing), where we'll post previews and highlights of shows, behind-the-scenes sneak peeks, plus other marketing news you can use.We're also on: Instagram — https://www.instagram.com/gravitygroupFacebook — https://www.facebook.com/gravitygroupmarketing(00:00) John's Early Agency Years(04:43) Breaking into Creativity(09:04) Founding John McNeil Studio(11:50) Everything is Media(16:00) Rethinking the Brand Process(18:25) The Promise and Pitfalls of AI(24:25) Authenticity as a Differentiator(29:23) Strategy + Creativity as One(48:45) The Power of Brand Labs(51:55) Looking Ahead: The Studio Model

Eliza Jackson, Chief People and Administrative Officer at ButcherBox, joined us on The Modern People Leader. We talked about how operational excellence can protect and scale company culture, how her team built a "work in service of" mindset, and how ButcherBox is using AI agents to unlock capacity—not replace people.---- Sponsor Links:

In this episode, Phil Treadwell is joined by Ray Ellen who breaks down what it means to grow through grit. Ray explores how consistent action, willingness to learn, and letting go of control can unlock new levels of success. Whether it's sacrificing time now to create your “spring” later or surrounding yourself with the right cohort, Ray's message is clear: the people who win are the ones who keep showing up and choosing progress. Ray Ellen is a seasoned real estate professional, content creator, and team leader with nearly two decades of experience. As the founder of Pixel Properties, an award-winning team brokered by REAL, he's helped over 1,000 clients and consistently closes more than 100 homes a year. Ray blends smart marketing, high-performance systems, and strong client relationships to drive results. He's a REAL Mentor and co-host of two national masterminds focused on AI, strategy, and personal growth. A recognized marketing expert, Ray shares his expertise through the tWiRE Podcast and national speaking, helping agents grow through clear strategy and authentic connection. 01:30 Ray Raised His Hand 05:45 The Hard Times are Good Times 09:30 It's Not the Same Race 11:15 All in the Details 16:50 Let Go to Grow 20:00 Showing Up is a Differentiator 23:30 Capability and Willingness 25:50 Create Your Spring 28:15 Sacrifice the Time 32:00 Find Your Cohort 37:10 There's Value in Creativity 39:00 Keep Going or Get Out Connect with Ray: Instagram | LinkedIn | YouTube Join Ray's Book Club! BE IN THE ROOM WHERE GROWTH HAPPENS: M1A Mastermind Group If you are enjoying the MME podcast, please take a second and LEAVE US A REVIEW. And JOIN the M1A Text Community: 214-225-5696

Send us a textThis fast-paced excerpt from a workshop at the Build Good Summit dives into journey mapping as a powerful strategy to cultivate donor relationships and build a supporter-centric organization. Designed for forward-thinking leaders in social impact, the session offers hands-on insights into using journey mapping to create a seamless, tech-enabled approach to engaging donors, advocates, and supporters. Participants will explore the essentials of 21st-century journey mapping, incorporating behavioral science, DEI, and AI. Through collaborative activities, you'll learn practical mapping techniques for engaging multi-generational donors (Gen Y, Gen X, Boomers, Matures) and leave with actionable steps for fostering a supporter-centric culture.Participants will get to the walls and work in groups to learn how to use the Stanford Design school approach to mapping. It's a fun session with post it notes, stickies, and more! —⛰️ Don't miss out on the next BuildGood Summit! Sign up to be the first to know about the dates, location and super early bird discounted tickets at www.buildgoodsummit.com  

Too many SaaS companies are leaning on “modern” as their go-to positioning—modern data stack, modern payroll, modern analytics. In this episode, we break down why “modern” isn't a meaningful differentiator, how it fails to connect with what customers actually care about, and what to use instead to build a defensible, outcome-driven brand narrative.

Most founders don't know what their differentiator is. That's a problem. Today, we walk through two paths to help you find a differentiator strong enough to anchor a business. We also help you root out bad differentiators - the ones that'll just waste your time. There's also a story about a Rabbi's wisdom, a founder making decaf coffee, and a poison ivy company I'm obsessed with. Tacklebox - start your company before you quit your jobHow to Find Your WedgeHow to Use Landing Page Tests 00:30 Differentiator Intro01:45 Rabbi Joke05:15 Smooth Jazz05:45 How to Find Your Differentiator06:46 Path 1: Letting a Customer Tell You11:41 Path 2: Four Questions to Pick Your Differentiator19:32 How to Test Differentiators21:00 The Reality of Differentiators (Downer)22:16 The End - Taking Yourself Seriously

Branding is not just fonts, visuals, and colors; when done right, it's what helps you stand out and become top of mind in your field. Going deeper, on LinkedIn, we share the fluffy vs foundational mistakes and missing elements that can keep you from blending in vs standing out on the platform.CONTACT US:Michelle J Raymond is a globally recognized LinkedIn™️ for business growth speaker, author and consultant. Her services – audit & strategy, LinkedIn training and LinkedIn profile rewrites. LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/michellejraymond/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://b2bgrowthco.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michelle B Griffin is an international personal branding & TEDx speaker, author, and LinkedIn™ visibilty expert. As the founder Brand Leaders and with her PYOT.org "Put Yourself Out There" visibility movement and Own Your Lane™ Recognition Roadmap, she helps experts, leaders and audiences position themselves as standout choices in their industry.LinkedIn:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/michellebgriffin/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://michellebgriffin.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Buy your copy on Amazon- The LinkedIn Branding Book, The Power of Two: Build Your Personal and Business Brand on LinkedIn for Exponential Growth -⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mybook.to/The_LinkedIn_Branding_Book⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://MichelleSquared.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LINKS⁠⁠⁠⁠⁠⁠The LinkedIn Branding Book + Workbook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Position Yourself Personal Branding Planner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Business Gold: LinkedIn Company Pages⁠⁠⁠⁠⁠⁠SUBMIT YOUR QUESTION:Simply DM both Michelles on LinkedIn to submit your question for a future episode.

Louisiana native Jared LaJaunie went from quitting school at 17 to leading 65-plus employees, 72 trucks, and four branches of LaJaunie's Pest Control—now tracking $12 million in annual revenue. In this candid sit-down with the Blue-Collar Twins, Jared breaks down the sales grit he learned at Orkin, the mindset shift that doubled his vision, and the family-run EOS machine that keeps it all humming.Buzz EP 207 Jared L MAS… You'll hear: Door-Knock Roots – joining Orkin's late-'90s “Splat” crew and turning 20 straight “no's” into $10 k days.18-Year Overnight Success – nine years to hit $1 M, then a rocket to $12 M by combining EOS with acquisitions like Skeeter Force.Finance Hacks That Sell – why Wise Tack 0 % financing closes termite & wildlife jobs that competitors lose.Culture as a Moat – six-value framework, extreme ownership, and weekly L10s that hold 65 teammates accountable.Family Integration – wife Skye as certified EOS Integrator, sons learning P&Ls before swapping sprayers for spreadsheets.Mastermind Leverage – how groups with Luke Lewis & Maria Sorrentino expanded his vision—and spawned the new Eagles Nest peer network.Future Playbook – doubling again via Gulf-Coast acquisitions, 40 % Poop-Scoop margins on his radar, and grooming the next-gen CEO. Stick around to catch Jared's take on “profit over vanity” and an impromptu debate on the emerging pet-waste gold-rush. From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: Jared on culture and integrity 00:35 – Intro & Louisiana roots 01:15 – High-school dropout, early hustle, marriage at 18 02:50 – Joining Orkin as a $10/hr termite tech 05:55 – Door-knock “Splat” team lessons & mindset shift 08:05 – Branch-manager years, then running a $3 M independent firm 11:00 – Launching LaJaunie's on Jan 1 2008 13:30 – Solo-op to first admin hire; seven trucks by Year 3 18:15 – Self-financing termite jobs; switching to Wise Tack 0 % plans 24:20 – Nine years to $1 M; doubling vision with mastermind help 28:30 – BHAG: Gulf-Coast expansion & doubling again by 2025 29:50 – Acquiring Skeeter Force; lessons in mosquito markets 32:45 – Family salvage-yard backstory & entrepreneurial DNA 33:25 – Today: 65 staff, 72 trucks, $12 M top-line 36:40 – Running EOS—Jared as Visionary, Skye as Integrator 38:00 – Conferences, Ascension Leadership, and constant up-skilling 42:00 – Side ventures (Stereopure, CAT 4) and why poop-scooping tempts him 45:55 – Differentiator: living the core values every day 48:00 – Eagles Nest mastermind launch with Skye & Maria Serraino 50:05 – Main Street Mogul podcast and giving back 52:45 – Rough Stuff reveal: twins' own pet-waste startup 54:00 – Wrap-up & Puerto Rico invite 59:00 – Outro & Masterclass CTA

In this Spotlight Series interview, Catherine Dummitt, VP of Marketing at Narvar, explains how the post-purchase journey is evolving from a cost center to a powerful “trust center.” With insights from over 42 billion consumer interactions annually, Narvar is helping retailers rethink shipping, returns, and communication to boost loyalty, reduce costs, and drive revenue. From AI-driven delivery confidence to smarter shipping perks, this is a must-watch for anyone shaping the future of e-commerce. Key Moments: 0:08 – 1:15 | Meet Catherine Dummitt, VP of Marketing at Narvar 1:16 – 2:44 | What Narvar is and how it powers post-purchase personalization 2:45 – 4:45 | Why delivery confidence is replacing speed as the top consumer priority 4:46 – 6:27 | The shift from instant gratification to brand trust and delivery reliability 6:28 – 9:10 | The new role of communication and clarity in reducing delivery anxiety 9:11 – 12:21 | Strategic free shipping and perks — not one-size-fits-all 12:22 – 14:59 | Using Narvar's data to help brands personalize offers and reduce cart abandonment 15:00 – 16:46 | How communication impacts repurchase behavior and lifts revenue 16:47 – 18:35 | Turning tracking pages into branding and engagement opportunities 18:36 – 21:00 | Why post-purchase should be treated as a “trust center,” not a cost center 21:01 – 23:00 | Shipping protection, porch theft anxiety, and new revenue streams 23:01 – 24:27 | What's next: Narvar's AI engine Iris and the evolution of predictive personalization 24:28 – 25:14 | How to connect with Catherine and the Narvar team #Narvar #retailinnovation #PostPurchaseExperience #ecommercestrategy #retailai #customerloyalty #ordertracking #shippingsolutions #retailtransformation #PredictabilityIsProfitability Music by hooksounds.com Sponsored Content

Ever walk past a problem so many times it just became part of the scenery?In this episode of the Multifamily Collective, Mike Brewer shares a personal story from early in his career—a rusty grill, long neglected, that became invisible to everyone until a regional manager pointed it out. That moment sparked a deeper truth: we don't fix what we no longer see.Mike introduces the concept of Indifferent Spectator Syndrome—a silent killer of property performance and pride. It's the mindset that says, “It's not my job.” But the difference between average and exceptional properties? Ownership.Whether it's the paint on a curb or the caulking around a commode, the teams that treat every detail like it's their name on the building create environments that retain residents, attract prospects, and outperform the market.Customer experience begins with what your team believes about the property.And if they believe they own it, your performance will prove it.Like what you heard?Like, Subscribe, and Share this with someone who needs a reminder: excellence starts with ownership.

In this episode of the Experience Strategy Podcast, hosts Aransas Savas, Joe Pine, and Dave Norton discuss Tony Bates article in Fortune Magazine on the intersection of empathy, AI, and customer experience. They explore how empathy is often seen as a critical component in business interactions, especially in the context of AI's role in enhancing customer service. The conversation delves into the nuances of sympathy versus empathy, the importance of emotional jobs in customer interactions, and the need for businesses to differentiate themselves through human elements in an increasingly automated world.  Chapters 00:00 Introduction to Experience Strategy Podcast 01:50 The Role of Empathy in AI and Business 06:43 Sympathy vs. Empathy in Customer Experience 12:12 Emotional Jobs and AI's Role 14:55 Human Element as a Differentiator 20:56 The Future of AI and Experience Strategy Read more here: https://fortune.com/article/ai-empathy-business-customer-loyalty-tech/?utm_source=search&utm_medium=suggested_search&utm_campaign=search_link_clicks Register for the free membership in the Collaboratives here: https://www.thecollaboratives.com/contest Sign up for the Experience Strategist Substack here:  https://theexperiencestrategist.substack.com  

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In this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in alternative investments. Christine emphasizes the importance of advisors developing a strategic approach to alternatives, including the need for client education and the role of IWI in providing training and resources. The episode also highlights the challenges and benefits of incorporating alternatives into investment strategies and the rise of specialized teams in wealth management. Christine Gaze, CFP®, CIMA,® is the Founder and Managing Partner of Purpose Consulting Group, where she leads the development of innovative practice management programs that empower financial professionals to grow with purpose. Christine has held a variety of influential leadership roles across the financial services industry, including Head of Practice Management at TD Ameritrade, Managing Director of Professional Development at AllianceBernstein, National Sales Manager for Lending at Prudential Securities (now Wells Fargo), and Executive Director at Morgan Stanley. Christine specializes in research-driven insights and custom content that drive measurable business results. Purpose Consulting Group's signature program, Planning with Purpose™, equips advisors with the knowledge and confidence to make wealth planning central to their practice. Christine also leads development of the annual Changing Fee Landscape guide, the industry's go-to resource on financial planning fees. She has published a variety of white-label programs on high-performing teams, intergenerational wealth transfer, advanced planning advice for high-net-worth clients, and longevity planning. Passionate about lifelong learning and giving back, Christine also serves on several professional and community boards including The Community Fund of Darien and the Investments & Wealth Institute, where she is currently Board Chair. She lives in Darien, CT with her husband and two college-age children, and is always up for an adventure — especially if it involves hiking, biking, or discovering great food. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Christine Gaze, CFP(R), CIMA(R) | LinkedIn Investments & Wealth Institute: Posts | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

The “Buy Now” button may look simple, but what happens behind the scenes makes or breaks customer satisfaction. This episode explores why marketplace automation is no longer just an efficiency play—it's a frontline strategy for delivering the kind of consistent, fast, and frustration-free customer experience consumers expect.We break down the hidden costs of disconnected systems, the real-world impact of automation on brand loyalty, and how companies like Expondo used backend improvements to drive a 300% revenue increase. Plus, we walk through five questions every business should ask to assess if their operations are CX-ready.Whether you're managing one marketplace or twenty, this is a conversation about turning operational complexity into competitive advantage.What You'll Learn in This Episode:

When your brand positions you as the only choice, clients stop asking how much and they start saying, “how do I sign up?” That's the power of this often overlooked brand positioner – your unique energy. When you sound just like your competitors, your audience can easily get confused. They will “price shop” or respond to the flashiest marketer. But when your authentic self shines through the noise, your brand becomes compelling and irresistible, positioning your offers to stand out because of your “secret sauce.” Today, I dive deep into the concept of differentiation and introduce what I call the fourth and most powerful differentiator – your brand energy. This isn't just about demographics or what you sell; it's about embracing your unique energetics and letting it become a powerful connection point with your audience. Many of us hide parts of ourselves, fearing they'll repel potential clients, but those deep, sometimes painful stories are exactly what can drive connection and trust. In episode 430 of the Amplify Your Success Podcast I outline the three widely recognized differentiators—who you work with, what you specialize in, and how you do it—but where real transformation lies is in your brand energy, how you're authentically you, and how you resonate on an unseen level. I'll show you how owning your signature vibe, telling emotional stories, and exposing your authentic quirks can make you unforgettable.  I'd love to hear what resonates with you and how you plan to amplify your brand's presence. Drop me a note, and let's continue the conversation on embracing your most compelling differentiator.   Key Takeaways:  00:53  The three commonly understood areas of differentiation, and why some of them have stopped working.  03:56  Discover how your unique energy can be a powerful competitive edge in engaging deeply with your audience, setting you apart in a crowded market 04:50  5 key areas of your brand energetics that set you apart.  07:04  How to deepen your emotional resonance through storytelling to create connection, and become memorable, differentiating yourself.  09:41  How storytelling moves people into action.  10:10  Discover how embracing and sharing your unique traits, like navigating health challenges, can foster authenticity and deeper connections with others. 11:23  How your quirks can become part of your brand energy and what you're known for.  12:20  The difference between your quirks and what you want to be known for, vs leaning into your wounds and your origin story as a catalyst for connection. 14:12  How to build an authentic bridge of trust from the world that your ideal clients are in and the world that you're now in by sharing your journey. 14:42  Learn how embracing a bold stance and confidently sharing your unique 'lighthouse message' can cut through the noise and attract your desired audience.  16:39  Discover how to confidently embrace and articulate the parts of yourself that feel uncertain, as well as how to leverage your unique brand energetics to attract and engage your ideal audience.   Resources Mentioned in This Episode:   Blog Post: 6 Reasons You Should Specialize As a Coach FREE DOWNLOAD: Get my proven 7 Step Framework and learn how to tap into Million-Dollar visibility streams Authority Accelerator 6 month Cohort: Discover your Lighthouse Message, and your hottest selling offer, then amplify the reach of your message by borrowing other people's audiences. Check out the details here