Podcasts about growth partner

  • 80PODCASTS
  • 101EPISODES
  • 36mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • May 29, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about growth partner

Latest podcast episodes about growth partner

The BAE HQ Podcast
316. Meet the CTO of the AI creator-led growth partner for top global brands w/ Sagar Shah | Tano

The BAE HQ Podcast

Play Episode Listen Later May 29, 2026 35:32


Amardeep Parmar from Bae HQ welcomes Sagar Shah, Cofounder and CEO of Tano.Amardeep Parmar:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/amardeepsparmar⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sagar Shah: https://www.linkedin.com/in/sagarshahuk/Tano: ⁠https://www.tano.ai/

Account Based Marketing
RQI: From trusted adviser to B2B growth partner

Account Based Marketing

Play Episode Listen Later May 28, 2026 38:06


How do you turn a legacy brand into a modern customer growth engine? In this episode, Meta Karagianni talks with RQI Partners' SVP of Marketing, Russell Griffin, about aligning sales and marketing around the most critical customer relationships, using insight to shape joined-up strategies, and rebalancing from deal‑by‑deal selling to co-ordinated interventions to move buying group momentum and drive retention, expansion, and advocacy.

Sell Serve Prosper Radio
Engineered Sales Growth for CEO's and Business Owners Serious about Results

Sell Serve Prosper Radio

Play Episode Listen Later May 14, 2026 14:55


Engineered Sales Growth – The CZ6 Execution Blueprint Podcast Description: What if sales growth wasn't left to chance… but engineered by design? In this powerful episode of Leading Your Best Life, Leigh Farnell unpacks the CZ6 Execution Blueprint — a practical, proven framework for building predictable, scalable, and sustainable sales growth in business. Discover why many businesses don't fail from lack of opportunity, but from lack of execution, reinforcement, accountability, and systems alignment. Leigh breaks down the critical disciplines elite sales teams and high-performance organisations use to turn strategy into measurable results. In this episode you'll learn: Why execution beats intention every time The hidden gaps that stop sales teams from reaching peak performance How the CZ6 system creates consistency across sales conversations and customer experiences The role of coaching, deliberate practice, reinforcement, and leadership accountability How top-performing businesses engineer momentum, culture, and commercial growth The difference between random sales activity and structured sales execution Whether you are a business owner, sales leader, executive, entrepreneur, or growth-focused professional, this episode will give you practical strategies to improve sales performance, increase conversion rates, strengthen leadership execution, and build a high-performance culture. This is not motivation without method. This is engineered sales growth. Hosted by Leigh Farnell Sales Growth Consultant | Business Performance Coach | Founder of CZ6 Sales & Business Growth Academy and LFBB Best Business. https://forms.gle/bGto8XswG5tw6Ftk9   CZ6 - PDC Sales and Business Growth Partner - Free Sales and Growth Audit Application Each year, we only work with a select number of businesses to ensure we deliver maximum impact — and to make sure your time is valued too. This application helps us determine if we're the right Growth Partner for your business, and if your business is the right fit for our proven CZ6 Sales & Business Growth Systems. Take 5 minutes to complete this form. Your honest answers will: Clarify expectations for our first conversation Help us tailor strategies and insights specific to your business Ensure we maximise the value of our time together https://forms.gle/bGto8XswG5tw6Ftk9

Sell Serve Prosper Radio
Engineered Sales Growth - the Execution Blueprint

Sell Serve Prosper Radio

Play Episode Listen Later May 11, 2026 14:55


Engineered Sales Growth – The CZ6 Execution Blueprint Podcast Description: What if sales growth wasn't left to chance… but engineered by design? In this powerful episode of Leading Your Best Life, Leigh Farnell unpacks the CZ6 Execution Blueprint — a practical, proven framework for building predictable, scalable, and sustainable sales growth in business. Discover why many businesses don't fail from lack of opportunity, but from lack of execution, reinforcement, accountability, and systems alignment. Leigh breaks down the critical disciplines elite sales teams and high-performance organisations use to turn strategy into measurable results. In this episode you'll learn: Why execution beats intention every time The hidden gaps that stop sales teams from reaching peak performance How the CZ6 system creates consistency across sales conversations and customer experiences The role of coaching, deliberate practice, reinforcement, and leadership accountability How top-performing businesses engineer momentum, culture, and commercial growth The difference between random sales activity and structured sales execution Whether you are a business owner, sales leader, executive, entrepreneur, or growth-focused professional, this episode will give you practical strategies to improve sales performance, increase conversion rates, strengthen leadership execution, and build a high-performance culture. This is not motivation without method. This is engineered sales growth. Hosted by Leigh Farnell Sales Growth Consultant | Business Performance Coach | Founder of CZ6 Sales & Business Growth Academy and LFBB Best Business. https://forms.gle/bGto8XswG5tw6Ftk9   CZ6 - PDC Sales and Business Growth Partner - Free Sales and Growth Audit Application Each year, we only work with a select number of businesses to ensure we deliver maximum impact — and to make sure your time is valued too. This application helps us determine if we're the right Growth Partner for your business, and if your business is the right fit for our proven CZ6 Sales & Business Growth Systems. Take 5 minutes to complete this form. Your honest answers will: Clarify expectations for our first conversation Help us tailor strategies and insights specific to your business Ensure we maximise the value of our time together https://forms.gle/bGto8XswG5tw6Ftk9

Sell Serve Prosper Radio
6 Legendary Sales Lines from Zig Ziglar That Still Close Deals

Sell Serve Prosper Radio

Play Episode Listen Later May 5, 2026 23:51


Podcast Description In this episode, we dive into six of the most powerful selling lines ever taught by legendary sales trainer and motivator Zig Ziglar — and why they still work in today's world of business, leadership, influence, and sales. Discover how simple words can: Build instant trust Lower resistance Increase influence Create emotional connection Help prospects make confident decisions Turn conversations into conversions Whether you're in sales, leadership, business development, coaching, or customer service, these timeless Zig Ziglar principles will help you communicate with more confidence, authenticity, and impact. You'll also learn: Why great salespeople master language How to make customers feel understood The psychology behind persuasive communication How to use questions and stories to influence ethically Why enthusiasm and belief still matter more than ever This episode is packed with practical wisdom, memorable quotes, and real-world application you can use immediately in business and life. Because, as Zig famously said: "People don't buy for logical reasons. They buy for emotional reasons." Tune in and discover how a few great lines can change your sales results — and your relationships — forever. CZ6 - PDC Sales and Business Growth Partner - Free Sales and Growth Audit Application Each year, we only work with a select number of businesses to ensure we deliver maximum impact — and to make sure your time is valued too.   This application helps us determine if we're the right Growth Partner for your business, and if your business is the right fit for our proven CZ6 Sales & Business Growth Systems.   Take 5 minutes to complete this form. Your honest answers will: Clarify expectations for our first conversation Help us tailor strategies and insights specific to your business Ensure we maximise the value of our time together https://forms.gle/bGto8XswG5tw6Ftk9

Sell Serve Prosper Radio
Price Without Pressure: How to Ballpark and Build Buyer Confidence

Sell Serve Prosper Radio

Play Episode Listen Later Apr 28, 2026 27:04


FREE Sales and Business Growth Quiz Diagnostic   Want to identify the hidden gaps that may be costing your business sales and growth opportunities?   Take our FREE 2-minute Sales and Business Growth Quiz Diagnostic and receive a powerful 4-part Sales and Business Growth Report customised to your business.   FREE SALES AND BUSINESS GROWTH QUIZ DIAGNOSTIC https://leigh-ajoeneff.scoreapp.com Do a 2-minute quiz today and discover practical opportunities to improve your sales performance, increase conversions, and accelerate business growth. "Somewhere in the Range: The Art of Ballparking Without Killing the Deal" Description Most sales are lost long before the proposal is ever presented… Not because of price—but because price was handled poorly. In this episode, we break down the art and science of ballparking and trial closing—how to test a buyer's comfort with investment without triggering resistance, fear, or shutdown. You'll learn how to: Introduce price ranges naturally and professionally Tie investment to outcomes (not just numbers) Read and respond to buyer reactions in real time Use soft language that opens conversations—not closes them Qualify serious buyers early and avoid wasted proposals This is not about "closing harder"… It's about guiding better decisions. If you've ever had a deal stall, ghost, or collapse at the price stage—this episode will change the way you sell forever. https://forms.gle/bGto8XswG5tw6Ftk9 CZ6 - PDC Sales and Business Growth Partner - Free Sales and Growth Audit Application Each year, we only work with a select number of businesses to ensure we deliver maximum impact — and to make sure your time is valued too. This application helps us determine if we're the right Growth Partner for your business, and if your business is the right fit for our proven CZ6 Sales & Business Growth Systems. Take 5 minutes to complete this form. Your honest answers will: Clarify expectations for our first conversation Help us tailor strategies and insights specific to your business Ensure we maximise the value of our time together https://forms.gle/bGto8XswG5tw6Ftk9

Sell Serve Prosper Radio
Stop Cold Calling Strangers—Start Closing Warm Opportunities

Sell Serve Prosper Radio

Play Episode Listen Later Apr 20, 2026 5:24


Capital
Finaccess Value: “Los inversores apuestan por un acuerdo con Irán”

Capital

Play Episode Listen Later Apr 15, 2026 13:42


En el Foro de la Inversión de Capital Intereconomía, Alfonso de Gregorio codirector de Inversiones de Finaccess Value analiza el comportamiento de los mercados en un contexto marcado por la incertidumbre geopolítica, la volatilidad del petróleo y las dudas sobre inflación y tipos de interés. A pesar de este entorno, las bolsas han demostrado una notable resiliencia, impulsadas por la expectativa de que los conflictos internacionales, como el de Irán, se resuelvan sin un impacto estructural duradero. La apuesta de los inversores es que se va a llegar a un acuerdo sí o sí con Irán. Las bolsas Americanas están ya por encima de cómo estaban antes de que estallara el conflicto, y las Europeas, se están recuperando y están volviendo a niveles de antes de la Guerra. En cuanto a inversiones, De Gregorio, señala que el Value está funcionando bastante bien desde hace unos meses, con una última recuperación , dónde han influido varios sectores como el Growth Partner o la tecnología. Señala que “el dinero ha entrado un poco en todo”, lo que ha permitido que no caigan los mercados como podría suceder en un contexto geopolítico como el actual. Dentro de este escenario, el fondo Finacces Estrategia Dividendo Mixto se posiciona como una solución flexible que combina entre un 30% y un 70% de exposición a renta variable global con renta fija, principalmente europea. Ejemplos como Iberdrola o Repsol reflejan una filosofía, donde el dividendo no está reñido con el crecimiento, sino que forma parte de una estrategia sólida de generación de valor a largo plazo.

Sell Serve Prosper Radio
Stop Selling, Start Guiding: The Account Growth Blueprint

Sell Serve Prosper Radio

Play Episode Listen Later Apr 13, 2026 14:18


Sell Serve Prosper Radio
Face-to-Face vs Virtual: The Truth About Winning Deals using the Gemba Prospect Visit

Sell Serve Prosper Radio

Play Episode Listen Later Apr 6, 2026 5:31


Sell Serve Prosper Radio
Talk Less, Sell More: The Listening Advantage in Sales

Sell Serve Prosper Radio

Play Episode Listen Later Apr 2, 2026 21:47


Sell Serve Prosper Radio
Your Best Salesperson is Now AI (Here's How to Build It)

Sell Serve Prosper Radio

Play Episode Listen Later Mar 31, 2026 11:44


Sell Serve Prosper Radio
What Clients Really Say: Inside the CZ6 Colour Zone Sales and Business Growth System

Sell Serve Prosper Radio

Play Episode Listen Later Mar 30, 2026 4:19


15 Minutes of Mental Toughness
Ep. 189 - Stan Gregor - From C Factor to O Factor: Leadership Shift at Summit Financial

15 Minutes of Mental Toughness

Play Episode Listen Later Mar 27, 2026 40:10


Stan Gregor is the CEO of Summit Financial and a veteran leader with more than 30 years of experience across banking, wealth management, and investment firms. He previously co-founded Cantor Fitzgerald Wealth Partners, scaling the firm to over $5 billion in assets in under two years, and is known for building high-performing teams and strong leadership cultures. Stan shares insights on leadership, resilience, and the mindset required to succeed at the highest levels of financial services.    :03 Wall Street Hinge Moment That Changed Everything  1:52 The “What If” Thinking Advantage  3:13 Building a Zero-Turnover Culture  5:04 From Advisor to Family CEO  6:46 Why Growth Had to Stop First  9:26 Collaboration Over Command Leadership  12:36 Winning Is Hard: Leadership Reality  13:20 C Factor Thinking vs O Factor Thinking  16:46 The "Sunday Test" for Hiring Talent  21:30 Breaking Free from Wirehouse Thinking  23:20 Unlocking Enterprise Value for Advisors  25:46 Mental Toughness in the Financial Service Industry  27:21 Compliance as a Growth Partner  29:00 Advisor Experience Drives Client Results  32:06 Always Thinking Three Steps Ahead  34:00 The $84 Trillion Generational Wealth Transfer Opportunity   Don't forget you can also follow Dr. Rob Bell on Twitter or Instagram! Follow At: X @drrobbell Instagram @drrobbell Download Your Daily Focus Map! https://drrobbell.com/ If you enjoyed this episode on Mental Toughness, please subscribe and leave a review! Dr. Rob Bell

Sell Serve Prosper Radio
Fix Your Sales in 3 Minutes: The System That Stops Deals Falling Apart

Sell Serve Prosper Radio

Play Episode Listen Later Mar 26, 2026 6:13


Podcast Description Most sales don't fall apart because of the market, the product, or even the price… They fall apart because the salesperson loses control of the conversation. In this episode, we break down a simple but powerful 6-step sales system that can transform your results—fast. You'll discover how to: Take control of your sales meetings without being pushy Shift from talking too much to listening with intent Diagnose real client problems instead of guessing Present solutions that actually land Prevent deals from drifting, stalling, or disappearing Close with confidence—while the buyer is at peak interest This isn't theory. This is a repeatable system built around buyer psychology, structured communication, and disciplined execution. If you've ever walked out of a meeting thinking "that felt good"… only to get ghosted, this episode will change how you sell—immediately. Because when you follow the right process…

The 20% Podcast with Tyler Meckes
291: From Childhood Acting To The Art Of Building Executive Presence with Doug Landis (Co-Founder, StoryPath.ai)

The 20% Podcast with Tyler Meckes

Play Episode Listen Later Mar 16, 2026 43:37


This week's throwback guest is Doug Landis. Doug is currently the Co-Founder of StoryPath.ai. At the time of the conversation, he was a Growth Partner at Emergence Capital, where he is responsible for capturing, creating, and sharing Go To Market Strategies and ideas with Emcap portfolio companies and the greater SaaS Community. In this week's episode, we discussed:Sales Skills Shared From Podcasting and CoachingLessons From Acting To SalesThe Art of Build SlidesConducting The 90 Second AssessmentBuilding Executive PresenceLearning How To Say NoMuch More!Please enjoy this week's episode with Doug Landis! ____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn.If you know anyone who would benefit from this show, share it along! If you know of anyone who would be great to interview, please drop me a line!Enjoy the show!

co founders reach executives childhood acting executive presence emergence capital growth partner doug landis storypath
Sell Serve Prosper Radio
No Toothless Tigers: How to Make Sales Training Actually Work

Sell Serve Prosper Radio

Play Episode Listen Later Mar 16, 2026 20:45


Podcast Description Every year organisations spend millions on training programs that feel inspiring in the moment — but deliver little lasting change. People attend the workshop. They take notes. They say it was great. And then… nothing happens. No new behaviours. No new habits. No improvement in results. In this episode, sales growth coach Leigh Farnell explains why most training programs fail and what organisations must do to turn training into real performance improvement. You'll discover: • Why training without accountability becomes a "toothless tiger" • The critical difference between training events and performance systems • Why deliberate practice and implementation are the real drivers of improvement • How leaders can ensure training actually moves the dial on sales results • Why participation in development programs should be linked to bonuses, promotions, and leadership opportunities If you want your investment in training to produce real behavioural change, stronger sales capability, and measurable business growth, this episode explains the system that makes it happen. Because in high-performing organisations, learning is not just something people attend. It's something they apply, practise, and master.   CZ6 - PDC Sales and Business Growth Partner Application Each year, we only work with a select number of businesses to ensure we deliver maximum impact — and to make sure your time is valued too. This application helps us determine if we're the right Growth Partner for your business, and if your business is the right fit for our proven CZ6 Sales & Business Growth Systems. Take 5 minutes to complete this form. Your honest answers will: Clarify expectations for our first conversation Help us tailor strategies and insights specific to your business Ensure we maximise the value of our time together https://forms.gle/bGto8XswG5tw6Ftk9

UC Today - Out Loud
BIG UC Update: CallTower's William Rubio on Global Growth, Partner-Led Growth and the Next Phase of AI in UC

UC Today - Out Loud

Play Episode Listen Later Mar 10, 2026 34:20


Join Kieran Devlin from UC Today as he sits down with William Rubio, Chief Revenue Officer at CallTower, for a comprehensive "Big UC Update." If you are navigating the complex world of Unified Communications or trying to figure out where AI actually fits into your business strategy, this conversation sets the stage for what's working in 2026.In this candid session, Kieran and William explore the "colossal" year CallTower has had and what lies ahead. They move beyond the standard corporate pitch to discuss the "CallTower Dedicated" culture and the specific technologies that are solving real-world headaches for international businesses today.William breaks down CallTower's philosophy of "enabling people to connect," highlighting their agnostic approach to the big three - Microsoft, Cisco, and Zoom. The discussion gets specific on new innovations that are changing how employees communicate, shifting from general connectivity to seamless mobile integration. Key discussion points include:The "Dot Dot Dot" Ecosystem: How CallTower integrates over 30 applications - including CCaaS leaders like Genesys and Five9 - to create a turnkey solution that works identically in Germany, Brazil, or Canada.Product Innovation: A look at their game-changing WhatsApp integration for Microsoft Teams and the Dual eSIM technology that allows seamless, compliant separation of business and personal calls on a single mobile device.The AI Reality Check: William discusses the pressure boards are putting on CIOs to "implement AI," and how CallTower is helping clients take a practical, "build the house before the city" approach to avoid failed, massive projects.Market Outlook: Predictions on the inevitable consolidation of AI startups and the critical need for vendors to fill the education void for end-users.Connect with CallTower:Visit CallTower's website to learn more about their global coverage and "Connect" provisioning platform.

Sell Serve Prosper Radio
Don't Waste the Call: 7 Rules for Converting Incoming Enquiries

Sell Serve Prosper Radio

Play Episode Listen Later Feb 24, 2026 13:52


Podcast Description Most businesses think they need more leads. The truth? They're already leaking revenue every time the phone rings. In this episode, I break down 7 non-negotiable principles for handling incoming enquiries — whether you run a dog boarding or training business, a storage facility, a gym, or any service-based operation. You'll learn: Why the first 5 seconds of a call determine whether you win or lose the sale How to take control of an enquiry without sounding pushy or "salesy" The questions that uncover why someone is really calling How to sell outcomes instead of features and prices And how to confidently close with a clear next step — every time This isn't about scripts or gimmicks. It's about professional conversations that build trust, create certainty, and convert interest into action. If your phone is ringing but your results don't match… this episode will change how you answer your next call.   Want me to Coach You?   Apply for Obligation-Free Strategy Session CZ6 - PDC Sales and Business Growth Partner Application Each year, we only work with a select number of businesses to ensure we deliver maximum impact — and to make sure your time is valued too.   This application helps us determine if we're the right Growth Partner for your business, and if your business is the right fit for our proven CZ6 Sales & Business Growth Systems. Take 5 minutes to complete this form. Your honest answers will: Clarify expectations for our first conversation Help us tailor strategies and insights specific to your business Ensure we maximise the value of our time together   https://forms.gle/bGto8XswG5tw6Ftk9  

Sell Serve Prosper Radio
Stop Chasing Leads. Start Selecting Clients

Sell Serve Prosper Radio

Play Episode Listen Later Feb 12, 2026 31:51


Podcast Description Most businesses think they have a lead generation problem. They don't. They have a lead quality problem. In this episode, we unpack why chasing more leads is often the fastest way to burn out your team, dilute your positioning, and destroy your margins — and why the most successful agencies and professional service firms do the opposite. You'll learn how to build a Lead Filter & Lead-Loading System that: Protects your time and energy Improves conversion rates by only engaging the right prospects Positions you as scarce, premium, and highly in demand This is not about getting more enquiries. It's about qualifying, prioritising, and selecting the clients you actually want to work with. If you're tired of tyre-kickers, price shoppers, and endless "maybe" conversations, this episode will change how you think about leads forever.   CZ6 - PDC Sales and Business Growth Partner Application Each year, we only work with a select number of businesses to ensure we deliver maximum impact — and to make sure your time is valued too. This application helps us determine if we're the right Growth Partner for your business, and if your business is the right fit for our proven CZ6 Sales & Business Growth Systems. Take 5 minutes to complete this form. Your honest answers will: Clarify expectations for our first conversation Help us tailor strategies and insights specific to your business Ensure we maximise the value of our time together https://forms.gle/bGto8XswG5tw6Ftk www.leighfarnell.com Apply for a Growth Partner Strategy Meeting here - click here to help yourself get super clear on what your Sales and Business Growth Goals are. If you qualify we will then send you a link to set an appointment time for a 30 minute zoom call.

Screw it, Just Do it
How Richard Harpin Built a £4bn Business

Screw it, Just Do it

Play Episode Listen Later Jan 15, 2026 12:19


This episode features Richard Harpin MBE, founder of HomeServe and one of the UK's most experienced scale up operators. Recorded before his recent MBE award, this conversation shows exactly why his contribution to British business has been recognised.Richard shares how he grew a simple plumbing insurance idea into a global business valued at over £4 billion. He breaks down his nine step framework for building and scaling companies, from copying and pivoting early, to securing the right investor, replacing yourself as founder, and choosing steady evolution over dramatic change.We also cover international expansion, backing yourself when capital is tight, and why mentorship has played a defining role throughout his career. Today Richard is focused on helping the next generation of founders through Growth Partner and Business Leader, with a clear ambition to support a significant share of the UK's mid sized businesses.Key takeawaysFollow a clear framework and focus on execution not ideasSecure the right mentor early and listen to themEvolve constantly to avoid becoming irrelevantExpand internationally with local leadership in placeStrip your business back to its core value and commit fully

Serve Scale Soar
2026 Prediction: Why "Service Provider" Is Keeping You Broke (And What to Call Yourself Instead)

Serve Scale Soar

Play Episode Listen Later Jan 13, 2026 18:56 Transcription Available


Here's what's about to happen in 2026: While you're over here listing out deliverables and making yourself sound like a Jill of all trades, your competitor just positioned herself as a growth partner and landed a $10K retainer client.Or they niched down so specifically on the one service they're incredible at that they're charging $4,000-$5,000 per client.The words "service provider," "virtual assistant," and "freelancer" are about to become a liability in your business. And if you don't make this pivot, you're going to be stuck competing on price while everyone else charges premium rates.Today, I'm breaking down the biggest shift I'm seeing in our industry and exactly how you can position yourself as a premium growth partner instead of a replaceable task doer.Topics Covered In This Episode:Why "service provider" positioning keeps you competing on price (AI replacing execution work)The language shift to position as premium-priced (outcomes vs deliverables)How to lead discovery calls instead of taking orders (diagnosing real problems)Adding strategy layers to command higher rates (audit, recommend, roadmap)Real success stories (like Mandy's transformation from 32 clients to one $12K client).Find the full post at:  https://brandimowles.com/269Want More Like This? ⬇️

InvestOrama - Separate Investment Facts from Financial Fiction
Family Wealth. PE-Backed Wealth Management.

InvestOrama - Separate Investment Facts from Financial Fiction

Play Episode Listen Later Dec 22, 2025 39:43


For decades, wealth management was defined by proximity.Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn't lend itself easily to industrial logic.That assumption is now breaking.Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-making—one driven not by product innovation, but by ownership change. Wealth management is being scaled, with Private Equity-backed equity “roll-ups”.In the latest Investology episode, we're discussing the intricacies and implications of this industry trend with Andrew D. Mirolli, CEPA, the co-founder of BuyAUM.com - Growth Partner for RIA Buyers & Sellers.Enjoy the episode on every podcast platform or YouTube.About Andrew At buyAUM.com, I help Registered Investment Advisors (RIAs) scale their practices and safeguard their legacies.For growth-focused firms, I provide access to curated acquisition opportunities tailored to strategic goals. For advisors exploring succession, I offer guidance and connections to ensure their clients and life's work are placed in trusted hands.With nearly a decade of experience supporting advisors nationwide, I understand that every practice carries a legacy worth preserving. That's why we take a personal, relationship-driven approach, helping both buyers and sellers find the right fit for their future.Link: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

The Agency Profit Podcast
The “Second Bite” Exit Strategy, With Todd Taskey

The Agency Profit Podcast

Play Episode Listen Later Dec 10, 2025 39:59


Points of Interest00:00 – 01:30 – Introduction: Marcel welcomes M&A advisor Todd Taskey, who specializes in investment banking transactions for digital marketing agencies doing $1–5M in EBITDA.01:30 – 02:40 – What Investment Banking Actually Means for Agencies: Todd explains what “investment banking transactions” are in plain language, covering how his team guides owners from first conversations through closing and integration.02:40 – 06:30 – The “Second Bite” Thesis and Evolutionary Transactions: Todd introduces his “second bite” concept using real client stories, showing how selling part of an agency can be a strategic leap forward rather than the end of an owner's journey.06:30 – 09:20 – Private Equity as Growth Partner, Not Villain: Marcel raises common fears about private equity, and Todd contrasts horror stories of big corporate deals with growth-focused PE in the $2M EBITDA range that needs more good people, not fewer.09:20 – 12:30 – How Earn-Outs Go Right (or Wrong): Todd shares how unrealistic projections in a pitch deck can make earn-out targets impossible, and explains his playbook for setting conservative growth assumptions that founders can actually beat.12:30 – 16:30 – Inside the Private Equity Business Model: Todd breaks down how PE funds are structured, how they earn management fees and returns, and why growing EBITDA and achieving multiple expansion is central to their strategy.16:30 – 19:30 – Case Studies of PE-Backed Agency Growth: Using examples like Power Digital and other PE-backed platforms, Todd illustrates how tucking in specialized agencies (CRO, Amazon, etc.) can generate outsized returns for both founders and investors.19:30 – 24:30 – Why Private Equity Wins: Data, Rigor, and Talent: Todd describes the level of analysis PE brings to the table—cohort analysis, retention metrics, financial rigor—and how this “art and science” combination helps them repeatedly grow and sell agencies.24:30 – 28:40 – The Experience Imbalance and Need for a Real Process: Marcel highlights the experience gap between founders and professional acquirers, and Todd explains why running a structured process with multiple buyers is essential for true price discovery.28:40 – 33:10 – Free Consulting: What the Market Really Values in Your Agency: Todd outlines how conversations with 20–30 serious buyers surface recurring themes—“this, that, and the other thing”—that tell you exactly what to fix to increase valuation, even if you do not sell.33:10 – 38:30 – AI, Efficiency, and the Future of Agency Valuations: Todd shares his view that AI will most directly impact valuations through efficiency gains and margin expansion, allowing agencies to stack more clients on the same headcount and drive higher EBITDA.Show NotesConnect with Todd:LinkedInTower PartnersEmail: todd@towerpartners.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thrivecast: A Podcast for Accountants
Episode #173: How Intentional Optimism & Strategic Purpose Transform Firms with Heath Alloway

Thrivecast: A Podcast for Accountants

Play Episode Listen Later Nov 25, 2025 45:14


In this episode of The Thrivecast, Jason Blumer interviews Heath Alloway, Growth Partner at Sorren, who brings extensive experience from BKD and the Upstream Academy. Heath introduces a transformative framework he calls the "four pillars of success": culture, people, clients, and wise growth. This sequencing is deliberate—growth sits last because it exists to fuel the other three, challenging the profession's tendency to pursue revenue targets disconnected from organizational health. Heath draws a critical distinction between healthy and unhealthy growth. Firms growing too rapidly with misaligned clients experience culture rot, elevated turnover, and declining engagement, while strategic growth creates space to say yes to the right opportunities and invest meaningfully in team development. He addresses a counterintuitive reality: humans process thousands of thoughts daily, with 80% skewing negative and 95% being repetitive. Heath advocates for fundamental reorientation, asking: "When you think about the future, if it hasn't happened yet, why would you choose to think about everything that could go wrong?" This shift from defensive positioning to intentional optimism becomes the foundation for sustainable transformation. The conversation explores evolved approaches to business development in accounting. Heath challenges the conventional wisdom that business development belongs exclusively to partners, arguing that early exposure throughout team members' careers transforms what could be a shocking transition into natural professional evolution. He provides tactical frameworks rarely executed: identify your top three prospective clients by name (most partner groups cannot), prioritize cross-selling within existing relationships where trust already exists, and proactively request introductions from clients who genuinely want to see you succeed. His role extends beyond traditional growth activities to include facilitating strategic planning retreats and leadership development for clients—services that internal surveys identified as highly requested offerings, revealing that clients are inviting deeper partnership if firms are willing to see beyond compliance work. Heath acknowledges COVID's paradoxical gift to the profession, noting it forced changes firms should have made voluntarily: fee increases reflecting actual value, termination of misaligned client relationships, and more intentional investment in team connection. His concern is that firms might abandon these strategic gains as they return to task-focused execution, forgetting the cultural intentionality that emerged during crisis. The episode concludes with Heath reframing business development anxiety through a powerful metaphor: if you were a doctor with the cure for a rare disease, wouldn't you feel obligated to share it? Accountants possess gifts that can genuinely transform client businesses and communities, yet fear and introversion often prevent initiating the conversations where that value could be realized. His message to the profession is both challenge and invitation: "This profession will do more for you than you can ever do for it." The path forward requires moving beyond reactionary growth toward intentional design—building firms where strategic choices about clients, team development, and cultural investment align with a clearly articulated vision of who we are becoming, demonstrating that sustainable growth emerges not from grinding harder but from thinking more clearly about what we're building and why it matters.

covid-19 transform strategic intentional optimism firms accountants alloway growth partner bkd jason blumer thrivecast
Agrocast
#RW2 Growth Partner: Acelerando o Crescimento no Agro com Luciana Martins

Agrocast

Play Episode Listen Later Oct 14, 2025 50:05


Este episódio do Rural Woman Podcast traz uma conversa inspiradora sobre crescimento estratégico e transformação no agronegócio. Ao lado de Juliana Chini e Ângela Ruiz, a Growth Partner e Conselheira Luciana Martins compartilha como o papel do Growth Partner vem revolucionando a forma como empresas e líderes constroem resultados no agro. Você vai compreender: ✅ O que é um Growth Partner e como esse perfil atua lado a lado com empresas para acelerar o crescimento ✅ Como transformar dados e inteligência comercial em estratégia prática e resultados reais ✅ O papel da consistência, da presença digital e da autenticidade na construção de autoridade e marca pessoal ✅ Como usar IA, automação e geolocalização para impulsionar negócios no agronegócio ✅ O futuro das relações profissionais no agro: colaboração, propósito e crescimento sustentável

ITSPmagazine | Technology. Cybersecurity. Society
From Gatekeeper to Growth Partner: How Modern CISOs Build Trust, Drive Innovation, and Shape AI-Enabled Business Security | A Conversation with Legendary CISO, Andy Ellis | Redefining CyberSecurity with Sean Martin

ITSPmagazine | Technology. Cybersecurity. Society

Play Episode Listen Later Aug 26, 2025 40:08


⬥GUEST⬥Andy Ellis, Legendary CISO [https://howtociso.com] | On LinkedIn: https://www.linkedin.com/in/csoandy/⬥HOST⬥Host: Sean Martin, Co-Founder at ITSPmagazine and Host of Redefining CyberSecurity Podcast | On LinkedIn: https://www.linkedin.com/in/imsmartin/ | Website: https://www.seanmartin.com⬥EPISODE NOTES⬥In this episode of Redefining CyberSecurity, host Sean Martin speaks with Andy Ellis, former CSO at Akamai and current independent advisor, about the shifting expectations of security leadership in today's SaaS-powered, AI-enabled business environment.Andy highlights that many organizations—especially mid-sized startups—struggle not because they lack resources, but because they don't know how to contextualize what security means to their business goals. Often, security professionals aren't equipped to communicate with executives or boards in a way that builds shared understanding. That's where advisors like Andy step in: not to provide a playbook, but to help translate and align.One of the core ideas discussed is the reframing of security as an enabler rather than a gatekeeper. With businesses built almost entirely on SaaS platforms and outsourced operations, IT and security should no longer be siloed. Andy encourages security teams to “own the stack”—not just protect it—by integrating IT management, vendor oversight, and security into a single discipline.The conversation also explores how AI and automation empower employees at every level to “vibe code” their own solutions, shifting innovation away from centralized control. This democratization of tech raises new opportunities—and risks—that security teams must support, not resist. Success comes from guiding, not gatekeeping.Andy shares practical ways CISOs can build influence, including a deceptively simple yet powerful technique: ask every stakeholder what security practice they hate the most and what critical practice is missing. These questions uncover quick wins that earn political capital—critical fuel for driving long-term transformation.From his “First 91 Days” guide for CISOs to his book 1% Leadership, Andy offers not just theory but actionable frameworks for influencing culture, improving retention, and measuring success in ways that matter.Whether you're a CISO, a founder, or an aspiring security leader, this episode will challenge how you think about the role security plays in business—and what it means to lead from the middle.⬥SPONSORS⬥LevelBlue: https://itspm.ag/attcybersecurity-3jdk3ThreatLocker: https://itspm.ag/threatlocker-r974⬥RESOURCES⬥Inspiring Post: https://www.linkedin.com/posts/csoandy_how-to-ciso-the-first-91-days-ugcPost-7330619155353632768-BXQT/Book: “How to CISO: The First 91-Day Guide” by Andy Ellis — https://howtociso.com/library/first-91-days-guide/Book: “1% Leadership: Master the Small Daily Habits that Build Exceptional Teams” — https://www.amazon.com/1-Leadership-Daily-Habits-Exceptional/dp/B0BSV7T2KZ⬥ADDITIONAL INFORMATION⬥✨ More Redefining CyberSecurity Podcast: 

Redefining CyberSecurity
From Gatekeeper to Growth Partner: How Modern CISOs Build Trust, Drive Innovation, and Shape AI-Enabled Business Security | A Conversation with Legendary CISO, Andy Ellis | Redefining CyberSecurity with Sean Martin

Redefining CyberSecurity

Play Episode Listen Later Aug 26, 2025 40:08


⬥GUEST⬥Andy Ellis, Legendary CISO [https://howtociso.com] | On LinkedIn: https://www.linkedin.com/in/csoandy/⬥HOST⬥Host: Sean Martin, Co-Founder at ITSPmagazine and Host of Redefining CyberSecurity Podcast | On LinkedIn: https://www.linkedin.com/in/imsmartin/ | Website: https://www.seanmartin.com⬥EPISODE NOTES⬥In this episode of Redefining CyberSecurity, host Sean Martin speaks with Andy Ellis, former CSO at Akamai and current independent advisor, about the shifting expectations of security leadership in today's SaaS-powered, AI-enabled business environment.Andy highlights that many organizations—especially mid-sized startups—struggle not because they lack resources, but because they don't know how to contextualize what security means to their business goals. Often, security professionals aren't equipped to communicate with executives or boards in a way that builds shared understanding. That's where advisors like Andy step in: not to provide a playbook, but to help translate and align.One of the core ideas discussed is the reframing of security as an enabler rather than a gatekeeper. With businesses built almost entirely on SaaS platforms and outsourced operations, IT and security should no longer be siloed. Andy encourages security teams to “own the stack”—not just protect it—by integrating IT management, vendor oversight, and security into a single discipline.The conversation also explores how AI and automation empower employees at every level to “vibe code” their own solutions, shifting innovation away from centralized control. This democratization of tech raises new opportunities—and risks—that security teams must support, not resist. Success comes from guiding, not gatekeeping.Andy shares practical ways CISOs can build influence, including a deceptively simple yet powerful technique: ask every stakeholder what security practice they hate the most and what critical practice is missing. These questions uncover quick wins that earn political capital—critical fuel for driving long-term transformation.From his “First 91 Days” guide for CISOs to his book 1% Leadership, Andy offers not just theory but actionable frameworks for influencing culture, improving retention, and measuring success in ways that matter.Whether you're a CISO, a founder, or an aspiring security leader, this episode will challenge how you think about the role security plays in business—and what it means to lead from the middle.⬥SPONSORS⬥LevelBlue: https://itspm.ag/attcybersecurity-3jdk3ThreatLocker: https://itspm.ag/threatlocker-r974⬥RESOURCES⬥Inspiring Post: https://www.linkedin.com/posts/csoandy_how-to-ciso-the-first-91-days-ugcPost-7330619155353632768-BXQT/Book: “How to CISO: The First 91-Day Guide” by Andy Ellis — https://howtociso.com/library/first-91-days-guide/Book: “1% Leadership: Master the Small Daily Habits that Build Exceptional Teams” — https://www.amazon.com/1-Leadership-Daily-Habits-Exceptional/dp/B0BSV7T2KZ⬥ADDITIONAL INFORMATION⬥✨ More Redefining CyberSecurity Podcast: 

Screw it, Just Do it
How to Grow Smarter: Billionaire Strategies for Entrepreneurs with Richard Harpin

Screw it, Just Do it

Play Episode Listen Later Aug 5, 2025 40:41


Welcome back to Screw It Just DO It, the show where you meet the entrepreneurs who've taken risks, built from scratch, and kept going when others stopped.This week I'm joined by Richard Harpin, founder of HomeServe, who scaled a plumbing insurance business into a global £4 billion empire. In this episode, Richard breaks down his 9-step blueprint for building a billion-pound business, covering everything from why copying and pivoting works, to how to find the right investor early, and why evolution always beats revolution.He also dives deep into international expansion, how he backed himself when funds ran low, and why he believes mentorship is one of the greatest competitive advantages in business. Richard's now backing the next wave of founders through Growth Partner and Business Leader, aiming to support 10% of the UK's mid-sized companies on their scale-up journey.There's a lifetime of lessons in this conversation: all hard-earned, none sugar-coated.Key Takeaways:Follow the 9 steps – including copying, pivoting, getting investment early, hiring a replacement, and prioritising persistence.You need a mentor – Richard's own journey proves that finding the right mentor can change the course of your business.Evolution wins – Businesses that constantly evolve avoid becoming the next Blockbuster or Yellow Pages.Go global, but do it right – Be present locally. Hire serious talent where it matters.Don't overcomplicate it – Strip your business back to its core value and double down.

The Speaking and Storytelling Podcast: for Christ-led Entrepreneurs + Leaders
S5E4. High Performance Tools for FaithDriven Entrepreneurs with Stephanie Donahue

The Speaking and Storytelling Podcast: for Christ-led Entrepreneurs + Leaders

Play Episode Listen Later May 27, 2025 40:30


Want to know how to 10x your impact in business without doing all the things?Feel like you're constantly overwhelmed and desperate for a way to work smarter, not harder?Wish there was a way to achieve all your goals while still enjoying your life?In today's inspiring episode, I have the honour of chatting with Stephanie Donahue; a CEO Growth Partner, High Performance Coach, and Business Strategist who helps faith-driven entrepreneurs and CEOs build profitable, scalable businesses with smart strategy, ethical marketing, and high performance leadership. With over eight years of experience as a Marketing Strategist, Director of Operations, and Offer & Launch Expert, Stephanie has worked alongside business owners as their trusted right-hand strategist, helping them scale their offers, optimize their systems, and execute with confidence. Tune into this value packed episode for insight on:how high performers actually show up (vs. high achievers)the pillars that help every leader grow to their next levelthe advantages of being a Christ-led entrepreneurwhy forward movement is always a winthe importance of ethical marketing SO MUCH MORE!Stephanie is also the host of Commit to High Performance Growth, a podcast where she shares raw insights for self-improvement, business strategy, and faith-driven leadership tips for ambitious entrepreneurs who are serious about scaling with integrity. Tune in to HERE Grab her free E-book: https://link.stephaniedonahue.co/freeguideVisit Stephanie's website: https://stephaniedonahue.co Connect with her on Instagram https://www.instagram.com/stephaniedonahue.co/ Connect with her on LinkedIn: https://www.linkedin.com/in/stephaniedonahueco/OTHER RESOURCES:'Don't Say That' book https://link.stephaniedonahue.co/compliancebookLearn more about FTC: https://www.ftc.gov/enforcementNow I'd love to hear from you! What's one thing you learned and how will you take action today? Let me know by: leaving the show a review. or sending me an email at info@emanuelahall.com YOUR NEXT STEPS:

Based Primals
66. Why I'm Switching My AI Agency to the Growth Partner Business Model

Based Primals

Play Episode Listen Later Jan 22, 2025 12:56


Unlock the Future of Online Business with Growth Equity and AIWhat You'll Learn:The top online business models dominating the market in 2025How growth equity fuels business expansionThe role of AI in automating workflows and maximizing profitsHow AI consulting agencies like VeloxSys help businesses unlock their full potentialStrategies for integrating AI tools to boost efficiency and scale-----

Fintech Leaders
Kamran Zaki, ICONIQ Growth Partner - From Building a $50Bn Global Payments Giant to Fintech Investor

Fintech Leaders

Play Episode Listen Later Dec 10, 2024 34:41


Send us a textMiguel Armaza interviews Kamran Zaki, Partner at ICONIQ Growth and former COO of Adyen. ICONIQ growth is a multi-billion fund that has backed dozens of amazing companies, 27 of which have IPOd and together comprise a market cap of over $1.5T. Some of their fintech investments include Adyen, Chime, Ramp, Robinhood, Monzo and Bill.com.In this episode, we discuss:What it means to be a value-add investor and VCLessons from Adyen - the keys and challenges of building a truly global companyTaking Adyen public and lessons for company leaders looking to IPO in the coming yearsKamran's take on stablecoinsTraits and patterns of great leaders… and a lot more!Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~70,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

Good Morning Hospitality
GMH EU Exclusive: Host & Stay CEO, Dale Smith, on £10.5M Investment from Growth Partner

Good Morning Hospitality

Play Episode Listen Later Sep 7, 2024 16:02


In this bonus hot take episode, Leo chats with Dale Smith, CEO and Co-Founder of Host & Stay, who shares exciting news about his company securing a £10.5 million investment from Growth Partner. Dale discusses the strategic timing behind this deal, their growth plans, including acquisitions and organic expansion, and their unique market proposition of being 80% fully managed. He also touches on the challenges and opportunities in the property management industry, including regulatory changes and market normalization. Tune in to learn how Host & Stay plans to expand within the UK and overseas and how this new investment will fuel their vision for the future. — Good Morning Hospitality is part of the Hospitality.FM podcast network and a Hospitality.FM Original. If you like this podcast, then you'll also love Behind The Stays with Zach Busekrus, which comes out every Tuesday & Friday, wherever you get your podcasts! This show is structured to cover industry news in travel and hospitality and is recorded live every Monday morning at 7 a.m. PST/10 a.m. EST. So make sure you tune in during our live show on our social media channels or YouTube and join the conversation live! Thank you to all of the Hospitality.FM Partners that help make this show possible, and if you have any press you want covered during the show, fill out this form! Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Scale an Agency
How a 35K/Mo Growth Partner Can Grow to 100K MRR (Jordan Ross LIVE Consulting Call)

How to Scale an Agency

Play Episode Listen Later Jul 29, 2024 29:34


Thanks so much for joining us this week. Want to subscribe to How to Scale an Agency? Have some feedback you'd like to share? Connect with us on iTunes and leave us a review!

scale agency consulting jordan ross growth partner 100k mrr
Wizards Of Ecom (En Español)
#270 - Cómo captar Startups altamente rentables y hacerlas crecer, con Daniel Weinacker

Wizards Of Ecom (En Español)

Play Episode Listen Later Jun 18, 2024 16:01


Conseguir startups altamente rentables es un objetivo crucial para inversores y emprendedores que buscan maximizar sus beneficios y asegurar el éxito a largo plazo. En este episodio hablamos de estrategias efectivas, consejos útiles y las mejores prácticas para reconocer, evaluar y obtener startups prometedoras junto con Daniel Weinacker, que es Growth Partner de startups. El primer punto a tener en cuenta para encontrar una startup rentable es la evaluación del mercado en el que opera, ya que si está en expansión con una creciente base de clientes, tiene mayores probabilidades de triunfo. “Tu primer foco tiene que ser alcanzar el product market fit, y ese es un tema que muchos emprendedores no lo tienen tan claro”, remarca nuestro invitado, y agrega: “Significa que tu producto puede solucionar el problema de un gran número de personas. Estas personas lo compran, lo usan y lo recomiendan”. Para captar startups altamente rentables es fundamental entender que existen diferentes perfiles de inversionistas, cada uno con sus propias estrategias, intereses y enfoques. “Están los que invierten en la idea y en el equipo de trabajo. Cuando la idea ya fue lanzada al mercado, ya pasamos a otra fase de inversionistas, que ya se preocupan por ver tracción y que el negocio sea escalable”, explica nuestro especialista, y añade: “Muchos inversionistas buscan startups que tengan Inteligencia Artificial y que la apliquen de alguna manera”. Las startups que utilizan IA a menudo están en la vanguardia de la innovación, lo que les proporciona una ventaja competitiva. Al aprovechar alianzas estratégicas, las startups pueden acceder a recursos valiosos, expandir su alcance y compartir riesgos, lo que aumenta significativamente sus probabilidades de éxito. “Para el B2C está de moda trabajar con influencers de nicho que te permiten crecer y tener un alcance mayor. Para el B2B se generan alianzas no sólo con influencers, sino también con aceleradoras que te permiten abrir el abanico de potenciales clientes a los cuales te puedes acercar. Estas incubadoras tienen muchos contactos a los cuales no podrías llegar de manera natural”, afirma Daniel. Parte de la estrategia incluye cómo fortalecemos la funcionalidad y cómo podemos ir adicionando nuevas características en base a lo que el cliente quiere. “Esto nos empuja a estar innovando constantemente. Es fundamental para que tu plataforma continúe vigente y no se desactualice”, destaca nuestro invitado. Para lograrlo de manera efectiva, debemos tener una charla constante con el cliente, ya sea mediante encuestas o cualquier otro método. “Solemos tener hipótesis de los clientes que no hemos validado y eso es un error”, advierte nuestro especialista, y aconseja: “Lo ideal sería tener encuestas cada 3 meses y, cada vez que lances una nueva funcionalidad, puedas encuestarlos nuevamente. Son 4 preguntas bien simples para tener una mejor idea”. Por último, utilizar métricas específicas para medir el crecimiento y la salud de una startup puede ayudar a evaluar el progreso y el potencial de una empresa. “Las más importantes son el Lifetime Value y el CAC (Customer Acquisition Cost). Cuando divides Lifetime Value sobre el CAC puedes determinar si tienes margen de ganancia, si estás muy al límite o si estás perdiendo dinero. También está el Churn Rate, que te permite entender si estás perdiendo clientes o no. Eso te hace mejorar la experiencia de usuario”, cierra nuestro invitado. Instagram: @daniel_weinacker Email: hola@danielweinacker.com

WealthStack
The WealthStack Podcast: The Importance of a Growth Partner with Andree Mohr

WealthStack

Play Episode Listen Later May 24, 2024 33:17


For financial advisors, having a growth partner is essential for achieving sustainable success and scaling their business. The right partner can provide strategic insights, and enhance an advisor's operational efficiencies and client service capabilities. Through strategic partnerships, advisors can access new markets and opportunities more effectively, manage risks better, and stay ahead of industry trends, … Read More Read More

mohr growth partner
Reed Between the Lines
The Hidden Power of Your Reputation with Doug Landis (Growth Partner, Emergence Capital)

Reed Between the Lines

Play Episode Listen Later Apr 10, 2024 77:13


What does it mean to “make it”? What does it take? And how does your reputation play a role? This is what I explore with  Doug Landis, Growth Partner at Emergence Capital and a sales legend. His career journey is impressive and candidly abnormal. He climbed the ranks through sales and then became the Chief Storyteller at Box, which might be the coolest title ever. Now he puts his experience and expertise to good use being an advisor and mentor along with creating GTM strategies for Emergence Capital's portfolio companies.But that's not all I wanted to talk to him about. Beyond his sales and marketing prowess, what has it been like as the person behind the success? What does it take to hit that pinnacle of growth? What sacrifices has he had to make? And the lessons he's learned? Because Doug's reputation precedes him as someone who knows his stuff, is a great connector, and is an even better mentor, while being wildly successful. Here are a few highlights we'll dive into:Doug's lessons on walking the fine line between monetary motivation and the pursuit of success coupled with the sheer joy of doing something impactful.Why being positive and intentional can change your outlook and output, at work and beyond.And a few tips for driving accountability and better relationships between marketing and sales. (Okay, I had to ask a few practical questions, too.) Jump into the conversation: (05:00) Level 1 Sommalier(12:01) Struggle of Your Worth in Sales(23:40) “If tech was the mafia, he's a made man.”(45:10) The Power of Your Words & Self-Talk(1:08:10) How Can Marketers Be More Valuable?⬛ Follow Doug on LinkedIn⬛ Follow Doug on Twitter

Private Equity Value Creation Podcast
Ep. 24: Chirag Shah, Wavecrest Growth Partners | How to Increase Enterprise Value with Organic Growth Levers

Private Equity Value Creation Podcast

Play Episode Listen Later Mar 13, 2024 42:41


Shiv Narayanan interviews Chirag Shah, Growth Partner at Wavecrest Growth Partners. Chirag and Shiv discuss the wide variety of value creation levers that Wavecrest uses to grow their portfolio companies. Learn how to identify the most effective growth levers for each company, and how to scale revenue by optimizing pricing, sales strategy, cross-selling, up-selling, retargeting the go to market, M&A and more. Plus, we talk about the metrics every company and investor should be monitoring for efficient value creation. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

The Affiliate Marketing Show
Episode 57 - Improving Sales Skills, DigiPeak Media, Growth & Visibility (Featuring Brian Fernandez - VP of Growth at DigiPeak Media)

The Affiliate Marketing Show

Play Episode Listen Later Feb 23, 2024 48:23


Josh Sebo (COO of OfferVault), Adam Young (CEO of Ringba), industry legend Harrison Gevirtz and special guest Brian Fernandez (VP of Growth at DigiPeak Media) discuss: - How Brian started his career working with Harrison at CPX Interactive - The biggest challenges of working in Sales and how to improve - Selling performance media at Interpublic Group - What it's like selling performance strategies to Fortune 100 brands - DigiPeak Media and how Brian operates as their VP of Growth - Partner relationships with huge platforms like Google, Meta, etc. - Best ways to increase visibility online Official Sponsor: CrakRevenue - (https://www.crakrevenue.com/the-affiliate-marketing-show/) Follow Us: OfferVault: WEBSITE: https://www.offervault.com/ FACEBOOK: https://www.facebook.com/offervault INSTAGRAM: https://www.instagram.com/offervaultmarketing/ TWITTER: https://www.twitter.com/offervault LINKEDIN: https://www.linkedin.com/company/offer-vault/ Adam Young: RINGBA: https://www.ringba.com RINGBA's INNER CIRCLE: https://try.ringba.com/inner-circle/ FACEBOOK: https://www.facebook.com/ringba INSTAGRAM: https://www.instagram.com/adamyoung/ TWITTER: https://www.twitter.com/arbitrage LINKEDIN: https://www.linkedin.com/in/capitalist Harrison Gevirtz: INSTAGRAM: https://www.instagram.com/affiliate/ LINKEDIN: https://www.linkedin.com/in/harrisongevirtz/ Brian Fernandez: DIGIPEAK MEDIA: https://www.digipeak.com/ INSTAGRAM: https://www.instagram.com/bfernz2/ LINKEDIN (Business): https://www.linkedin.com/company/digipeakllc/mycompany/ LINKEDIN (Personal): https://www.linkedin.com/in/fernandezbrian/

From Vendorship to Partnership
Effective Strategies to Close More Deals and Forecast Accurately with Doug Landis, Growth Partner at Emergence Capital

From Vendorship to Partnership

Play Episode Listen Later Jan 9, 2024 43:24


Our guest for Episode 15 is Doug Landis, Growth Partner at Emergence Capital. Doug specializes in capturing and creating GTM strategies for Emcap's portfolio companies and the greater SaaS community. He brings a wealth of experience to the conversation and shares practical tips for how sellers can get better at closing and forecasting.  In this episode, Doug and Ross discuss why closing deals hinges on your ability to build consensus among stakeholders and align on a singular problem. They also explore the importance of identifying the ‘whys' behind the deal and why what you don't know will hurt you. 

strategy deals saas forecast gtm effective strategies emergence capital growth partner doug landis
Talent Acquisition Trends & Strategy
EP 107: Northstar metrics and beyond: Strategies for transformative hiring success.

Talent Acquisition Trends & Strategy

Play Episode Listen Later Aug 3, 2023 48:07 Transcription Available


Join host James Mackey and his guest Doug Landis, Growth Partner at Emergence Capital as they discuss the tech industry's changing risk tolerance, adaptability, and smart decision-making for leaders. What is the impact of unit economics on bootstrapped organizations? Which compensation strategies can companies use amid high inflation? The answer to these questions and more in this engaging episode, including how you can achieve transformative success with Northstar metrics.   0:42 Doug Landis's background   2:18 Challenges in hiring and scaling businesses12:34 Challenges for startups and compensation strategy23:22 The importance of a people-first culture36:08 Importance of investors in company positioning41:58 The importance of having a defined process before hiring Thank you to our sponsor, SecureVision, for making this show possible! Our host James Mackey Follow us:https://www.linkedin.com/company/82436841/#1 Rated Embedded Recruitment Firm on G2!https://www.g2.com/products/securevision/reviewsThanks for listening!

AccounTrends
From Tax Advisor to Business Growth Partner

AccounTrends

Play Episode Listen Later Jul 4, 2023 47:03 Transcription Available


Uncover the secret sauce to doubling or even tripling your business profits without spending a dime on advertising! In our enlightening chat with Tatiana Tsior, CEO and Founder of The Bold Method, we explore how to build a profitable, self-sustaining business that won't leave you chained to your desk. Tatiana's revolutionary approach to business development allows entrepreneurs to step away from day-to-day operations, retire comfortably, and live off their investments, all while avoiding hefty tax penalties.We'll guide you through a labyrinth of market dominance strategies and dive into the psychology behind pricing. Tatiana brings her expertise to the table, detailing the importance of a unique selling proposition, the power of drip campaigns, and the art of standing out in a saturated market. She also shares her savvy three-option pricing strategy, utilizing color psychology to create a compelling pricing framework. With insights on understanding supply and demand curves, you'll soon be setting the perfect price for your products and services.Finally, we delve into the world of advisory services. We explore how to create capacity within your firm to focus on these services, and the value they bring to potential clients. Tatiana sheds light on the concept of proactive tax advisory services that can save clients significant sums of money and keep them coming back for more. From the tax reduction strategy plan to business tax filing and personal tax filing, Tatiana leaves no stone unturned. Tune in for an episode filled with actionable strategies that will transform your business approach and supercharge your profits. Don't miss out!

The Run Revenue Show
Discovery deserves to die! with Growth Partner, Doug Landis

The Run Revenue Show

Play Episode Listen Later Jun 19, 2023 41:31


Discovery deserves to die… Well, at least the discovery we have now. It does little to help the buyer.  Doug Landis is a renowned Growth Partner at Emergence Capital, a venture capital firm specializing in early and growth-stage enterprise cloud companies. With extensive experience in sales and marketing, Landis is widely recognized for his expertise in building and scaling high-performance revenue organizations. He has a deep understanding of the challenges and opportunities faced by SaaS companies, particularly in the areas of sales strategy, customer engagement, and team development. Doug works closely with Emergence Capital's portfolio companies, providing strategic guidance and hands-on support to drive their growth and success In this episode, Doug and Kyle discuss the importance of data in sales and the role of a Rev Ops partner. They touch on the pitfalls of being too focused on discovery and the need to shift towards meaningful business conversations that take into account the risk-averse nature of buyers, the impact of the pandemic on sales, the potential of AI to accelerate research and provide insights for sales conversations while recognizing the importance of tangible outcomes that matter to revenue leaders, and more. Let's avoid revenue leak and achieve revenue precision, together.    Here's what's inside:  Meaningful interactions are key: Sales reps should focus on having business conversations with potential clients and strive to understand why they need to change and why they should do it now. This approach can lead to more genuine and productive conversations. Embrace hypothesis-based selling: Sellers should use hypothesis-based selling to build a hypothesis around what problems the person or organization they are selling to may be going through. This can help sellers prepare before getting on calls with prospects and tailor their offerings to better meet the client's needs. Re-assess ideal customer profiles: Due to the pandemic and its impact on the market, many companies may need to reassess their ideal customer profiles (ICP) and shift their buyer targets. CFOs are now getting involved in smaller deals, so it's important to adjust ICPs accordingly.   Grab this week's Checklist    Check out RunRevenue.Pro for tips, playbooks, and advice for stopping revenue leak and achieving revenue precision.    See how Clari's Revenue Platform can help you win more deals, protect your customer base, and achieve revenue precision—even in a downturn.  → Clari.com  

SaaS Talks: From Lead To Close
Ep. 372 - Special Guest: Doug Landis - Sales Strategy to Help You Close More Deals In 2023

SaaS Talks: From Lead To Close

Play Episode Listen Later Mar 2, 2023 23:07


In today's episode, Doug Landis, Growth Partner at Emergency Capital, shares his mind-blowing sales strategy that will help you close more deals. Doug Landis shares his strategy for reverse engineering sales discovery that can help you increase your sales. This strategy will help you find your target market and sell to them the way that they want to be sold. If you're looking to boost your sales, then you need to watch this video! Want to turn sales leads into paying customers? check out FDTC University. Questions? Connect with me on LinkedIn over here.

strategy deals sales strategies growth partner doug landis
The Official SaaStr Podcast: SaaS | Founders | Investors
SaaStr 637: Unveiling the Data Behind Effective Scaling with ICONIQ Growth General Partner Doug Pepper and ICONIQ Growth Partner & Head of Analytics Christine Edmonds

The Official SaaStr Podcast: SaaS | Founders | Investors

Play Episode Listen Later Feb 24, 2023 27:41


In this illuminating session, ICONIQ Growth general partner Doug Pepper and head of analytics Christine Edmonds will share some of the latest insights from ICONIQ's annual “Growth and Efficiency Study” which utilizes aggregated operating data from a large set of enterprise SaaS companies, about half of which have gone on to IPO and/or been named to the Cloud 100 list. From the metrics most indicative of healthy business fundamentals and what top quartile performance looks like across these KPIs, to how those core metrics may be impacted in the current environment and where leaders are focusing in response to the macroeconomic uncertainty of today, Doug and Christine will share what strength looks like at all stages of company growth.   Updated slides: https://www.slideshare.net/saastr/unveiling-the-data-behind-effective-scaling-with-iconiq-growth-253098692   Video: https://youtube.com/live/oRtla9psS_8   Want to join the SaaStr community? We're the

FNO: InsureTech
Ep 204 – Aquiline Technology Growth Partner & Head, Max Chee

FNO: InsureTech

Play Episode Listen Later Jan 20, 2023 53:17


Aquiline's venture capital group, Aquiline Technology Growth (ATG), is dedicated to making early and growth stage investments across Insuretech, Fintech and related Enterprise. With several of our past insuretech guests having been grown and supported by Aquiline, FNO: InsureTech wanted to bring them on the podcast to learn more about ATG, how they're funding insuretech, and to pick the mind of the Max Chee, Partner and Head. Join Max and Rob on this episode that dives into venture capital and more. To learn more about Aquiline and Aquiline Technology Growth, visit https://www.aquiline.com. Like what you hear on FNO: InsureTech? Know someone who would be a great guest for the podcast? Let us know: Email us at almoss@alacritysolutions.com.

The 20% Podcast with Tyler Meckes
122: From Childhood Acting To The Art Of Building Executive Presence with Doug Landis (Growth Partner at Emergence Capital)

The 20% Podcast with Tyler Meckes

Play Episode Listen Later Dec 19, 2022 44:37


This week's guest is Doug Landis. Doug is currently a Growth Partner at Emergence Capital, where he is responsible for capturing, creating, and sharing Go To Market Strategies and ideas with Emcap portfolio companies and the greater SaaS Community. In this week's episode, we discussed: Sales Skills Shared From Podcasting and Coaching Lessons From Acting To Sales The Art of Build Slides Conducting The 90 Second Assessment Building Executive Presence Learning How To Say No Much More! Please enjoy this week's episode with Doug Landis! ____________________________________________________________________________ I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-community I want your feedback! Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn. If you know anyone who would benefit from this show, share it along! If you know of anyone who would be great to interview, please drop me a line! Enjoy the show!

reach executives childhood acting executive presence emergence capital growth partner doug landis
Skill Stadium
Ryan Vandyk Founder of Contract Growth Hub started his career in HVAC and shares the importance of being around talented people with more experience than you.

Skill Stadium

Play Episode Listen Later Dec 13, 2022 33:31


Ryan Vandyk started his career in HVAC and shares how talented and more experienced technicians helped him advance his career. Ryan has worked in leadership roles for GE and is now the founder of Contract Growth Hub. Ryan has worn many hats in his career and brings a great perspective to success in the trades and business. About Contractor Growth Hub Contractor Growth Hub is a full service Manufacturer's Representative, Growth Partner and Consultancy. We work with hand-picked Manufacturers to develop value-packed offerings for the Wholesaler and Contractor in the HVAC/R and Heating Industry. Contractor Growth Hub Links https://www.contractorgrowthhub.com/ https://www.instagram.com/contractorgrowthhub/ https://www.tiktok.com/@contractorgrowthhub https://www.youtube.com/channel/UCNFu64w9EI0atNfJFh1QkEQ https://www.facebook.com/contractorgrowthhubpodcast https://twitter.com/Contractor_GH Skill Stadium Links Website www.skillstadium.com Apple https://podcasts.apple.com/nz/podcast/skill-stadium/id1530074050 Facebook https://www.facebook.com/SkillStadium4Jobs Instagram www.instagram.com/skillstadium/ YouTube Channel https://www.youtube.com/c/SkillStadium LinkedIn https://www.linkedin.com/company/skillstadium/?viewAsMember=true Twitter https://twitter.com/SkillStadium TikTok www.tiktok.com/@skillstadiumtradesjobs

30 Minutes to President's Club | No-Nonsense Sales
110: Leveling with your buyer and setting clear expectations using PPO (Doug Landis, Growth Partner @ Emergence Capital)

30 Minutes to President's Club | No-Nonsense Sales

Play Episode Listen Later Aug 10, 2022 35:22 Very Popular


FOUR ACTIONABLE TAKEAWAYS Don't just set an agenda. Use PPO (purpose, plan, outcome) to set clear expectations for you and your prospect. Avoid deep-diving into features until you've established “why change?” and “why now?”. Show up to your discovery with a theory about their pains and your solutions. Don't just start peppering questions. Soften the CTA with “would you be open to” instead of heavier asks before the customer is ready to dive deep. PATH TO PRESIDENT'S CLUB Growth Partner @ Emergence Capital VP of Sales Productivity @ Box Sr Director, Corporate Sales Productivity @ Salesforce RESOURCES DISCUSSED: Time is running out to register for our upcoming 30MPC Live. Download our exclusive cold calling battlecard by signing up for the newsletter. Click this link for some extra goodies from 30MPC. HELP US OUT! What do you love about our podcast? Please consider leaving a rating and review for the show. We always enjoy reading your comments and feedback!

buyers cta leveling soften emergence capital setting clear expectations growth partner doug landis
Talking Pools Podcast
Business growth partner Michelle Kavanaugh/MK inc.

Talking Pools Podcast

Play Episode Play 60 sec Highlight Listen Later Jul 8, 2022 48:59 Very Popular


This is the one where Rudy & Andrea invite Michelle Kavanaugh to the Talking Pools Podcast to talk about business growth strategies and partnering with a guru for success. Chris Galvan (CEO of Blueray XL) announces the winner of a Blueray XL 20-pack of product.To receive Michelle's forecast template, please email your request to michelle@mkconsultingservices.comMotorcycle Knuckle BustersA weekly podcast for the motorcycle industry. Listen on: Apple Podcasts Spotify The Dungeons, Dragons, & Psychology PodcastAn TTRPG podcast that looks at different aspects of RPGs, and the psychology behind them.Listen on: Apple Podcasts Spotify Take our 2-minute listener survey! Help us to provide you with more of the content you want to hear. Take our quick 2-minute survey!BLUERAY XL The real mineral purifier! Reduce your pool maintenance costs & efforts by 50%NC Pro Training FREE online/virtual training with NC Brands!POOL MAGAZINE Pool Magazine is leading up to the minute news source for Swimming Pool News and Pool Features. OuAquaStar Pool Products The Global Leader in Safety, Dependability, & Innovation in Pool Technology.Support the show