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Is your client experience helping you grow—or driving business away?Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in a digital-first world.Drawing from her client strategy and business growth expertise, Tammy also shares actionable steps for creating exceptional experiences that keep clients thriving and engaged.Tammy discusses:How consistent service models and strategic client segmentation could define and elevate client experience excellence, ensuring maximum impactThe value of leveraging advisory councils to gather client feedback, uncover blind spots, and focus on what matters most to clientsWays to optimize time and efficiency by delegating routine tasks and using AI-driven tools for personalized communications and seamless meeting follow-upsThe role of transparency in building trust, including how addressing mistakes honestly strengthens client relationships and loyaltyStrategies for implementing meaningful changes, such as focusing on one or two key improvements annually for sustainable growthHow technology and human interaction can create a standout client experience in a digital-first worldAnd much more!Resources:ZocksMorningstarEp. 194: Tammy Breitenbach: Helping Advisors Transition Their BusinessConnect with Ana Trujillo Limón: LinkedIn: Ana Trujillo LimónCarson Group LLCConnect with Tammy Breitenbach:LinkedIn: Tammy Breitenbach, ACC, MBACarson Group LLCAbout Our Guest: Tammy Breitenbach, ACC, MBA, is an Executive Business Coach at Carson Coaching. Tammy finds a business' unique ecosystem by understanding the history, the team, and what makes each practice tick. She can advise how to implement improvements or processes in a way that will work effectively for them. Tammy is passionate about helping advisors draw absolute satisfaction from their practices – that includes running a business that functions well to support their more significant wants and purpose in life. Before joining Carson Group in 2018, Tammy spent 10 years of private consulting as the Principal Consultant of Catalyst Partners, a company she founded in 2008. At Catalyst, Tammy specialized in providing hands-on business counsel and leadership advice exclusively to owners of Independent RIAs and their key staff to help them grow stronger, more profitable businesses.Send us your questions; we'd love to hear from you! Email us at framework@carsongroup.com.
Episode 189 of The Smart Agents Podcast features Founder of Agent Launch, Eric Preston. With expertise in lead generation and digital marketing, Eric discusses the importance of differentiating oneself in the real estate industry. Sharing strategies and techniques he has honed in with his own real estate business, he discusses shifts he has personally seen in the digital marketing space and why he believes niching-down is your best bet. In addition, Eric shares his advice for using YouTube as a lead generation vehicle and way to build your credibility as a market expert. Check out Agent Launch at: https://agentlaunch.com/ Subscribe To Eric's YouTube Channel at: https://www.youtube.com/@ericbpreston
Olivia Lui, product marketing innovation expert at Curinos, digs into our recent research on how and why customers choose their primary banking relationship, and what that means for institutions as the digital banking channel grows in importance.Rate and subscribe! | Learn more at curinos.com | Questions or feedback? Email us at finsights@curinos.com
Leading IT in one of the biggest pharmaceutical companies in the world is no small feat, but Jim Swanson stays grounded in the mission of Johnson & Johnson Technology: transforming the trajectory of human health by unlocking the power of people, technology, and insights. Jim believes in the power of integrating technology into the business foundation of the company, rather than keeping it separate; every part of the company is touched by tech. Tune in this week to hear Dan and Jim discuss how to remain future-ready in IT, building digital acumen company-wide, using technology for good, and thinking and acting with empathy. Listen to the end as David Alexander captures the brilliance of Deloitte's US CIO Program Research Leader Khalid Kark for the Thought Leadership Moment!Credits:Guest - Jim SwansonHost - Dan RobertsCo-Host - David AlexanderProduced and distributed by - Social OriginJoin the Tech4Good Movement! Would you like to underwrite a scholarship to the TechLX leadership program for your favorite non-profit? Join the movement by contacting Amanda Smith at asmith@ouellette-online.com.
Today, we are chatting about one of my favorite topics: Digital Differentiation with G Suite! Differentiation is a big buzzword in teaching, but it is often easier said than done. Let’s discover ways to use our favorite Google tools to level the playing field and make differentiation a reality in your classroom. This student-centered teaching strategy helps us reach all learners. G Suite tools help teachers and students communicate and manage multiple assignments with ease. Listen closely for step-by-step instructions, implementation ideas, and some Google tips that will save you time and reap many benefits for you and your students. I hope this episode inspires you to dig deeper into differentiated instruction, and how to use the tools you have available to support all of the learners in your classroom. In This Episode: [00:28] - Kasey welcomes listeners to the show and reveals today’s topic: Digital Differentiation — with G Suite Tools. [01:17] - This week’s shoutout goes to Our Lady of the Lake Catholic School in Mandeville, LA. They made it through the Dynamic Learning Workshop just before school let out! Learn more about The Dynamic Learning Workshop here and the online course. [03:07] - Let’s discuss digital differentiation using G Suite and why this is such a hot topic. [04:01] - Kasey refers back to the master of differentiated instruction, Carol Ann Tomlinson, who has authored several books on the topic: Managing a Differentiate Classroom How to Differentiate Instruction The Differentiated Classroom [04:56] - Learn what differentiation is and is not. [06:31] - Dig into the 3 components of digital differentiation from Susan Oxvenad. Essential Questions Flexible Learning Paths Teacher as Facilitator [08:11] - Kasey mentions three key areas that can be differentiated: Content, Product, and Process. [08:47] - Why differentiate digitally? Provide Flexible Learning Paths Develop Future-Ready Skills Provide an Effective Way to Use Digital Tools FOR Learning (not just an end product) [09:31] - Kasey breaks down the different Google Tools that teachers can use to support differentiation, including Google Classroom, Google Forms, and Google Slides. Differentiating Assignments in Google Classroom [10:13] - Google Classroom allows teachers to send assignments to only selected students rather than the whole class. [11:14] - Kasey provides some tips for using Google Classroom in conjunction with differentiated assignments (full blog post). Tips for Naming Differentiated Assignments in Google Classroom Always number and use consistent naming conventions For differentiated assignments, consider a group or individual identifier in the assignment title. (Ex: Group 4, Special Assignment, Extra Credit, EC Sarah Jones, or come up with your own consistent naming convention.) Remember the name of the assignment names Drive files. Tips for Differentiated Assignment Directions in GC Get specific with your directions! The more information that is available in Google Classroom, the fewer excuses students have for not completing the assignment and the fewer interruptions you are likely to have. Attach a rubric if you have one! Resource: How to Package Your Digital Assignments Tips for Group Differentiated Assignments in GC Designate a group leader in the assignment. The group leader is responsible for creating any new files and “turning in.” Consider asking students to submit a reflection at the end of group work to help you get the whole picture of the learning process. Student Choice Assignment Tips Number the assignment and detail the choices in the directions and/or in an attached (view only) document. (Note: This is also great way to use digital learning menus and choice boards.) Attach links to digital tools that may be offered as a choice for completing the assignment. (Example: Using one of the digital tools below, create a digital story retelling, “The Tell-Tale Heart,” in your own words.) Long Term Projects, Modifications, or Enrichment For long-term projects, special projects like Genius Hour, or for students with special modifications, you may consider creating a separate “Class.” (Note: This is really only worth the time if these groups are long-term, or reused.) (For more ideas, listen to episode 5 of The Google Teacher Tribe.) Using G Suite to Create Interactive Choice Boards [15:43] - G Suite is the perfect companion to create digital choice boards. Learn more in Episode 8, and get the FREE eBook! [16:34] - Kasey talks about creating choice boards in G Suite. Choice Board Templates and Resources Novel Study Tic-Tac-Toe Chrome PD Tic-Tac-Toe Tommy’s Spall’s Student Creation Menu Amber Teamann and Melinda Miller’s PD BINGO Interactive Learning Menus Blog Post Laurie Westphal’s books on Learning Menus How to Differentiate Questions in Google Forms [19:18] - We dive into Google Forms and how you can differentiate questions (full blog post) and allow students to review content, go on a Choose Your Own Adventure, or even have the questions get progressively more difficult. [21:16] - Kasey provides an example of how to use Google Forms to create a branching assessment or review. [25:00] - Google Forms can be very complicated. Kasey offers great tips to make your forms successful and effective teaching tools. Google Forms Branching Tips Start small, just a few questions. Map out your branches before you begin. Utilize the page titles and descriptions to help you organize. Test it! Then, test it again! Remember, this type of assessment will not be graded--Assessment FOR Learning! Your spreadsheet will not be pretty! But that’s okay! Kids are smart! You must facilitate this type of assessment. Other Ways to Use Branching in Google Forms When a student answers correctly, they could be taken to a harder question. When a student answers incorrectly, you could show more specifically where they went wrong with each answer choice (not just review a concept)–like solving a math problem incorrectly. Student choice: Use this feature to allow students to select from a menu of choices to demonstrate their learning, then upload the file to the form to submit. The spreadsheet would allow you to see what they select and should be working on during class. Gamify! What if every correct answer revealed a clue or a puzzle piece? Students could collect and work individually or collaboratively to put together. Put this feature in students’ hands and let them create something for their class, or another class to teach a skill, or play a game. [20:16] - A friend of Kasey’s, Sylvia Duckworth, created a Choose Your Own Adventure form for her French class that allowed students to create their own ending to a story! Differentiate with Google Slides [30:08] - We can’t leave out Google Slides, the Swiss army knife of G Suite! Kasey gives tips on how to use slides to create interactive assignments. Choose Your Own Adventure with Google Slides by Sylvia Duckworth Podcast Question of the Week [33:13] - Kasey shares the podcast questions of the week: “How do you use digital tools to differentiate learning in your classroom? Name one new idea you will try in your classroom.” Post your answer to your favorite social media platform using the hashtag #ShakeUpLearning, or share it in the Shake Up Learning Community on Facebook! [34:35] - Thank you for tuning in! Please subscribe to the podcast, and leave a review on iTunes. (Bonus points if you use the word “y’all” in your review!) Links and Resources Mentioned in this Episode: The Shake Up Learning Show The Shake Up Learning Community on Facebook Join the Shake Up Learning Book Study! Shake Up Learning: Practical Ideas to Move Learning from Static to Dynamic by Kasey Bell ASCD Publishing Carol Ann Tomlinson Google Classroom Google Forms The Shake Up Learning Show episode 8: The Teacher’s Guide to Digital Choice Boards (includes resources for G Suite) Sylvia Duckworth - How to Sketchnote
Download Episode GOOGLE NEWS AND UPDATES Share files in one location with Team Drives New Google Hangouts Chat and Meetings GOOGLE TIPS A spooky trick: Hide a link from students until you’re ready for them to see (via Heather Sanders) Featured Content Forms v. Quizzes feature Email notifications (late work form) Contact form File attachments (field trip permission slips) Student notes for documentation Confirmation page Resources: Google Edu Forms Tips Customized email newsletters for every kid with Google Forms Quick Google Forms time savers for teachers The Magic Automatic Lesson Planner with Google Forms 20 practical ways to use Google Forms in class, school The NEW Google Forms: 9 classroom uses Shut the Front Door! Digital Differentiation with Google Forms - UPDATED! Choose Your Own Adventure with Google Forms from Sylvia Duckworth GOOGLE TEACHER TRIBE MAILBAG Louie Soper (Lancaster, PA) asks: Are there any resources to help set up Parent Email Summaries? Guardian instructions for setting up email summaries: https://support.google.com/edu/classroom/answer/6388136?hl=en Is this a function that needs to be allowed by our Google Admin? Must be allowed by admin because default is off. ON THE BLOGS Matt - We should rethink our defintion of “wasting time” Kasey - Chrome App and Extension Searchable Database (150+) [shortcode-variables slug="signature"]
Download Episode [tweetshare tweet="Differentiation with #GoogleClassroom! #gttribe #googleedu #edtech" username="GTeacherTribe"]BIG UPDATE! Insert #GoogleDrive Videos in #GoogleSlides 4 New Video Features in Google Slides That Will Make Your Day WORD LENS IN JAPANESE: If you don’t speak Japanese, Tokyo can be a confusing and sometimes daunting place to visit. Even if you make it through the complex subway system, you’ll be faced with street signs, menus or products on supermarket shelves that are only in Japanese. With Word Lens now available in Japanese, you’ll never have to worry about taking a wrong turn on a busy Shibuya street or ordering something you wouldn't normally eat. The Google Translate app already lets you snap a photo of Japanese text and get a translation for it in English. But it’s a whole lot more convenient if you can just point your camera and instantly translate text on the go. With Word Lens, you just need to fire up the Translate app, point your camera at the Japanese text, and the English translations will appear overlaid on your screen—even if you don't have an Internet or data connection. It’s every savvy traveler’s dream! Tips: GoogleEDU Tuesday Tips Featured Content Differentiation in Google Classroom What is Differentiation? Why Digital Differentiation? New Feature in G Class Ways to Differentiate in G Class Tips for Differentiated Assignments Resources Google Classroom Update info Digital Differentiation with Google Classroom from Shake Up Learning 5 Ideas for Using Google Classroom’s Differentiation and Grouping Feature Interactive Learning Menus with Google Docs (great for student choice) Alice Keeler’s Google Classroom Resources Google Classroom Resources from Shake Up Learning Shake Up Learning’s Google Classroom Pinterest Board Google Classroom Books: 50 Things You Can Do with Google Classroom by Alice Keeler 50 Things to Go Further with Google Classroom by Alice Keeler The Teacher’s Guide to Google Classroom (with FREE Student Guide) by Kasey Bell Differentiation Books: The Differentiated Classroom: Responding to the Needs of All Learners by Carol Ann Tomlinson How to Differentiate Instruction in Mixed-Ability Classrooms Leading and Managing a Differentiated Classroom (Professional Development) by Carol Ann Tomlinson Kasey’s TCEA Presentations & Resources Google Teacher Tribe Mailbag SpeakPipe from Dr. Mason, http://www.edtechmason.com/ SpeakPipe from Steve from Okinawa, Japan Just dropping a quick note to say how awesome the podcast is. The organization of the show has great flow and the information is varied and informative for a Google teacher of any level. I can't help but smile as I listen to you two banter and would probably do so even if I didn't know you both. Keep up the great work. I look forward to hearing what you have in store for us in the months and years to come. #GTAATX forever! ~ Wanda Terral (Memphis, TN) ON THE BLOGS Matt - https://edukidtionalinsights.wordpress.com/2017/02/12/sharing-digital-books-with-families-google-slides/ Kasey - What is G Suite for Education? Click to make a copy of the Google Doc [shortcode-variables slug="signature"]
An introduction video to show the power of the resources contained in the Digital Differentiation with Screencasting collection.
An ePub book created with text, pictures and videos that explain the concept of screencasting and how it can be incorporated into any classroom.
A PDF version of the ePub book which contains text and visuals that explain the concept of screencasting and how it can be incorporated into any classroom.