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Navigating AI with High Touch by Mark Richardson
In this high-tech mortgage world we live in, we forget how important the human touch is. In true form, Dale reminds us that we need to not only survive 2026 but to move forward with our business.43 years in the mortgage industry. Rates at 17.5% when he started. Still closing 30+ loans a month.Dale Vermillion has seen every market cycle there is — and his message for 2026 loan officers is simple: stop blaming the market and start building the habits that actually move the needle.In this episode of Laugh, Lend & Eat, one of the most respected mortgage coaches and trainers in the country breaks down what separates the top 30% of loan officers — who did 71.5% of all mortgage production in 2025 — from everyone else fighting over the scraps.What we cover:Mortgage mindset and mental toughness for loan officers in a high-rate environmentWhy high-tech without high-touch is killing your mortgage pipelineThe "1 sale a day" formula that gets loan officers to 15 closings a monthMortgage sales tips: the Friday seed call and Monday status call that convert pre-approvals into contractsHow top-producing loan officers prospect realtors and build referral partnershipsMortgage lead generation, follow-up strategies, and pipeline managementTime blocking and productivity for mortgage professionalsWhy the bottom 30% of LOs is treating origination like a gig job — and how to break outMortgage recruiting trends and what the 2026 market really looks likeTimestamps:00:00 - Intro & Welcome00:30 - Industry News with James Clyman (The Mortgage Scoop)01:00 - Rocket Mortgage vs. UWM $100M Lawsuit Breakdown03:00 - Could UWM Have a "Countrywide Moment"?05:30 - UWM Pricing Strategy & Wholesale Market Impact07:00 - Rate Predictions: Will the Fed Hike in 2026?08:45 - Mortgage Tech M&A — What's Coming in the Next 6-9 Months09:45 - Lower.com: Ambitious Play or Overreach?11:10 - Welcome Dale Vermillion | Mortgage Champions13:00 - 43 Years in the Industry: What Dale Has Seen14:00 - If Rate Mattered, I Wouldn't Be Here — Mindset Reset16:00 - Attitudes & Actions: The Two Things That Make All the Difference17:30 - The Data: Top 30% Did 71.5% of All Volume in 202519:25 - The 3 Types of People: Make It Happen, Watch It Happen, What Happened20:00 - How to Shift Your Mindset Starting Tomorrow22:00 - What Top Producers Actually Do Differently23:00 - The System Behind Mortgage Champions' Results24:00 - Why Most LOs Fail: No Process, No Plan25:00 - Stop Talking About How Bad the Market Is26:00 - The Bottom 30%: Hard Truths from Dale28:00 - High Tech vs. High Touch: The Biggest Problem in the Industry29:00 - "If You Want to Convert, You Have to Converse"30:50 - The "1 Sale a Day" Formula: How to Close 15 Loans a Month33:00 - The #1 Miss: No Follow-Up34:00 - Plan Your Follow-Up or It Won't Happen34:40 - The Friday Seed Call & Monday Status Call System36:00 - Why COVID Changed the LO Mindset (And Not for the Better)37:50 - Work Smarter: 50 Hours Max, Maximum Output38:00 - The Phone Is Your Biggest Distraction39:00 - Email Pop-Ups: The 12-Second Focus Killer40:00 - Time Blocking for Mortgage Professionals42:00 - Priority-Based Mindset: Fund Your Life First43:00 - Pain Is the Only Teacher for Some People44:00 - How to Reach Dale Vermillion45:00 - Outro & Where to Find Us"If you want to convert, you have to converse." — Dale Vermillion
Join Gil Bar-Lev, CEO of HomeRoots, for a masterclass on the evolution of digital commerce. A software engineer who helped bridge the gap between physical retail and the digital world during the legendary Toys "R" Us integration with Amazon, Gil has seen the "under the hood" mechanics of global trade for decades. In this episode, we move beyond the buzzwords to discuss how HomeRoots—a leading B2B marketplace and aggregator—is embedding AI into its core workflow to solve the "unsolved" problems of furniture and home decor logistics, and what the next decade of AI-native commerce looks like.
Technology isn't a replacement for disciple-making—it's a powerful tool to enhance it. In this session, we'll explore how the SmallCircle app is transforming disciple-making around the world. The newly released SmallCircle 4.0 is packed with features designed to elevate relational intentionality, making disciple-making more effective than ever. Best of all, it's completely free (donor-funded) and available for download on both the Google and Apple app stores. To get the most out of this session, we recommend downloading the SmallCircle app in advance by searching for it in your app store. Check out Discipleship.org for resources on disciple making: https://discipleship.org/resources/
By Doug Green “We're answering your problem in three to five hours with one of our techs.” At the Channel Partners Conference and MSP Summit, I spoke with Amit Wissotzky of Xorcom about the company's positioning in an increasingly crowded VoIP and communications market. Xorcom, an Israel-based company, delivers a broad range of telephony solutions including VoIP systems, PBXs, and gateways. The company focuses on providing the core infrastructure businesses need to keep communications running reliably, whether for internal collaboration or customer engagement. What stands out in this conversation is Xorcom's commitment to flexibility. Wissotzky emphasized that while the market has largely shifted toward cloud, there remains real demand for hybrid environments. Xorcom supports both cloud and on-premises deployments, giving partners and customers the ability to tailor solutions based on operational needs, regulatory requirements, or legacy infrastructure. That hybrid approach reflects a practical reality in the channel: not every customer is ready—or able—to move entirely to the cloud. By supporting multiple deployment models, Xorcom positions itself as a solution provider that meets customers where they are. But the more distinctive differentiator may be service. In a market dominated by large vendors and ticket-based support systems, Wissotzky pointed to responsiveness as a key advantage. Rather than long wait times and impersonal escalation processes, Xorcom offers direct access to technical support, with response times measured in hours, not days. For partners, that level of engagement can translate into faster issue resolution, improved customer satisfaction, and ultimately stronger long-term relationships. It also aligns with a broader trend in the channel, where service quality is increasingly becoming as important as product capability. As the VoIP market continues to mature, the combination of hybrid flexibility and high-touch support gives Xorcom a clear story to tell: not just technology, but a service model designed to keep business communications working when it matters most. Learn more at: https://www.xorcom.com/
We're bringing this one back for the brand and strategy folks in our audience. Jenny Nail's conversation on how Oldcastle APG is balancing B2B partnerships with a direct-to-consumer push (and putting the homeowner at the center of all of it) has only gotten more relevant as that shift continues to play out across the industry. If you missed it, this is a good one to catch. Enjoy! What does it take to lead growth inside one of the most recognizable names in building products? Beth sits down with Jenny Nail, Chief Revenue Officer at Oldcastle APG, to explore how the brand has evolved beyond masonry into a full outdoor living powerhouse. Jenny shares how Oldcastle APG is balancing B2B partnerships with a growing direct-to-consumer focus, how customer decision-making is shifting, and why internal culture plays a critical role in long-term success.
Most practice owners think growth is about doing more. More patients, more staff, more lanes, and more locations. But the truth is, scaling a practice is about building the right structure underneath it. In this week's episode of Power Hour, host Eugene Shatsman sits down with Dr. David Moore, President of Moore Eye Center, and Dr. Julia Zyrina, Founder of Pine Vision Care, two doctors who are both building exceptional practices, but in fundamentally different ways. They meet for the first time on the show, and what unfolds is a fascinating look at how two high-performing doctors can pursue growth through completely different philosophies. They both prioritize patient experience. They both use technology to advance patient care. They're both focused on building something bigger than themselves. But the way they think about execution – exam flow, pace, trust-building, team consistency, hiring, and scale – is where the real contrast appears.
What if automation didn't make your client experience feel colder, but actually made it feel more personal? In this episode, I'm sitting down with Ina Jalil, a pet photographer who specializes in high-touch, full-service photography for dog lovers. When Ina joined my Email Like You Mean It live sprint, it became clear almost immediately that her business was the perfect example of something so many photographers wrestle with: how do you automate communication when your process is deeply personal, intentional, and customized?Ina walks us through how she built an in-person consultation model for her pet photography business, why that shift improved both client understanding and sales, and how email still plays a critical role in keeping clients engaged between touch points. We also talk about the “messy middle” of the client journey, the silent gaps that hurt momentum, and why even seasoned photographers need to revisit their workflows from time to time.Find It Quickly01:49 - Meet Ina02:50 - Why In Person Consults08:52 - Scheduling and Studio Sales11:43 - Email Automation Role14:09 - Filling the Messy Middle19:31 - Custom Templates That Feel Personal22:03 - VA Workflows and CRM Notes26:15 - Post Session Education and Sales35:45 - Sprint Results and Three PsMentioned in this EpisodeHow to Transform Your Pet Photography Client Experience with Colie JamesEmail Like You Mean ItConnect with InaWebsite: inajphotography.comEducation: inajphotography.com/for-photographers Skool community: Pet Photographers CollectiveInstagram: @inajphotographyInstagram: @inaj.thepetphotoceo Podcast: The Pet Photographer's Journal
As a business owner, it's easy to believe that being "always on" is the same as providing great customer service. But here's the hard truth: flexibility without boundaries is just a slow road to resentment and burnout. Whether you are a consultant, a contractor, or a creative, your clients aren't looking for a 24/7 lifeline—they are looking for a professional who can lead them through a process. This week, we're pulling back the curtain on how to set healthy boundaries that actually improve the client experience rather than creating distance. We discuss the "Kickoff Meeting" as your first line of defense, why "Clear is Kind" when it comes to communication, and how to use systems to do the heavy lifting of protecting your time. Join us as we explore how to stay effective, empathetic, and sane while growing your business. In this episode, we discuss: The Client Perspective: Understanding that while your service is "routine" to you, it can be a high-stress, high-investment experience for the homeowners and clients you serve. The Kickoff Meeting: Establishing the "Primary Source of Truth" (your CRM or Project Portal) and defining what a true emergency looks like before the work even begins. The "Paper Trail" Strategy: Why documenting verbal conversations back into your system protects both your team and your reputation. Setting the Clock: Defining professional working hours and response times so you can stop reacting to midnight notifications and start managing a professional system. Emotional Neutrality: How to address "clunky" situations or scope creep with confidence rather than frustration. Saying "No" by Saying "Yes": The art of the "positive redirect"—how to handle out-of-scope requests without sounding difficult. Sharpening the Saw: How to prioritize physical and mental renewal so you can show up with enthusiasm and ownership every single day. Key Quote: "Boundaries aren't about being difficult; they are about creating a framework for excellence. When your homeowners and clients know exactly what to expect from you, they don't feel the need to push your limits."
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Stephen Rigali, executive managing director at Kayne Anderson Rudnick, about the firm's evolution from a family office into a $55 billion platform and how it has approached growth with intention over four decades. He shares how the firm prioritizes organic expansion, structured advisor development and long-term client relationships, along with how it balances high-touch service with scalability, uses specialized partners to extend capabilities, and evaluates the role of AI in improving efficiency without replacing human decision-making. Key takeaways: How the firm grew from founder capital into a $55 billion platform through steady, organic expansion Why advisor capacity is managed through defined lifecycle stages and proactive resource planning How long-term client relationships are built on trust, alignment and consistent human interaction Why combining in-house expertise with outside specialists strengthens the client experience How AI is being tested to improve research, workflows and operational efficiency across the firm Resources: Listen to the RIA Edge Podcast on Wealth Management Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts Listen and Subscribe to the RIA Edge Podcast on Spotify Connect With David Armstrong: Wealth Management LinkedIn: Wealth Management LinkedIn: David Armstrong Twitter: David Armstrong LinkedIn: Informa Connect With Stephen Rigali: LinkedIn: Stephen Rigali LinkedIn: Kayne Anderson Rudnick Website: Kayne Anderson Rudnick About Our Guest: Stephen Rigali is the Executive Managing Director and a member of the Executive Management Committee at Kayne Anderson Rudnick Investment Management, a Los Angeles–based investment and wealth management firm founded in 1984. He oversees business development across the firm's institutional, retail, and wealth management platforms and works closely with the firm's Chief Investment Officer and Chief Operating Officer to help shape the firm's long-term investment and business strategy. He also serves on the firm's Risk and Compliance Committee, ESG Steering Committee, and the Investment Committee for the Wealth Advisory division. Stephen has more than four decades of experience in the investment management industry and has been with Kayne Anderson Rudnick since 1991, playing a key role in the firm's growth and evolution. Earlier in his career, he was a Vice President at Shearson Lehman Brothers. Stephen holds a B.S. in Business and Economics from Loyola Marymount University and is a CFA charterholder.
In this episode, Martin and Brett talk about what is a high risk and what is a high touch surface. Are they the same? The discussion is based on the following paper: Zheng et al (2025). “High-touch” surfaces are not always “high-risk” surfaces in ICU environment. Journal of hospital infection. https://www.journalofhospitalinfection.com/article/S0195-6701(26)00079-4/fulltext
In this episode, Martin and Brett talk about what is a high risk and what is a high touch surface. Are they the same? The discussion is based on the following paper: Zheng et al (2025). “High-touch” surfaces are not always “high-risk” surfaces in ICU environment. Journal of hospital infection. https://www.journalofhospitalinfection.com/article/S0195-6701(26)00079-4/fulltext
What does “concierge banking” actually look like in practice? Mary Usategui, President and CEO of BankMiami, joins Banking On Community to talk about relationship-driven service, smart growth, and why community banks still have a real edge with business customers. Along the way, she shares her stories on building a bank, testifying before Congress, and how St. Patrick's Day might have just set BankMiami up for success.Thanks for listening! Feel free to submit questions on X or LinkedIn using #BankingonCommunityPod and give us a follow! LinkedIn X Facebook YouTube
Inquiries are pouring in, but are you ready for them? In today's episode, I have the honor of introducing you to systems strategist Colie James. We're diving into how to handle a surge of visibility, fix common workflow mistakes, and scale your business without the chaos. On Quianna Marie Weekly, we're chatting about business growing pains, finding genuine connections, and celebrating wins of all sizes through the lens of a photographer at heart. Sprinkled throughout stories and interviews with past clients, photographers and other business owners this podcast is designed to help you step into your purpose and to truly create a life you're proud of, a life worth photographing and sharing.Today's episode is brought to you by The Green House, my resource garden for photographers! Let me help you AMPLIFY your heart online and in real life to turn bridesmaids into future brides through templates, workshops, and freebies!Review The Show Notes:Preparing For The Inquiry Process (2:32)Where To Start With Automated Responses (5:03)Creating The Intake Process (7:37)Quianna's Booking Challenge Workaround (10:00)The Mistake You Might Be Making Before The Session (16:08)High-Touch, Low-Effort Workflows (20:03)The Three R's And Other Off-Boarding Strategy (23:05)Closing Out Your Client Experience (34:09)Working With Colie On Your Systems (37:53)Mentioned In This Episode:Book Your VIP Day: quiannamarie.com/vipLucky 13 Quarterly Content Creation: quiannamarie.com/13Connect with Colie:Website: coliejames.comInstagram: instagram.com/coliejamesPodcast: coliejames.com/podcastConnect with Quianna:Website: quiannamarie.comInstagram: instagram.com/quiannamarie Hosted on Acast. See acast.com/privacy for more information.
Today, we are excited to welcome entrepreneur Megan Gross, founder of The Bonsoir, a boutique events firm that curates high-touch small events to bring startups and investors together. Megan is currently based in the San Francisco Bay Area and is expanding into South Florida. In this episode, she shares her journey, highlighting small, personalized events as the future of business relationships. Megan's Journey After college, Megan moved to Las Vegas to work for nightclubs, restaurants, and a major pool party. Drawn by a lifelong dream to live in Paris, she worked at the exclusive club Matignon near the Champs-Élysées as a VIP host. Although it failed to unfold as planned, it redirected her to the Bay Area, where she immersed herself in the startup ecosystem. After working on a platform of extraordinary experiences and then at Mastercard, she launched The Bonsoir as a niche, designing intimate gatherings for founders and investors, blending hospitality and bold creativity. Bold Risks Megan believes in trusting her instincts and taking big risks, even without every detail in place. Her move to Paris and then into entrepreneurship were not calculated step-by-step strategies. They were decisions rooted in her conviction. Things did not always work out as expected, but each step redirected her toward something more aligned with her. A Competitive Advantage From the years she spent working at nightclubs, restaurants, and large-scale pool parties, Megan learned relationship skills that corporate settings seldom provide. Reading a room, remembering names, managing personalities, and creating the right energy are all directly applicable to business. As technology and automation grow, these human-centered skills become even more valuable in a digital-first world, where authentic connections truly stand out. Building Without Traditional Frameworks Launching her company without agency or corporate training forced Megan to create her own systems. Although it initially felt like a disadvantage, it allowed her to innovate beyond standard industry templates. She sources vendors from unexpected places, leverages global relationships, and builds unconventional events. The Purpose–People–Process Framework Connection can be engineered when purpose, people, and processes align. Purpose defines the specific goal of the gathering. People determine who must be in the room—and who should not. The process covers every touchpoint, from invitation wording to seating charts to follow-up. When those circles intersect, connections form intentionally rather than by accident. The Gather Method Megan's GATHER method is an acronym for her six event strategy components: Guest List, Atmosphere, Timing, High Touch, End Game, and Relationships. The Guest List is the most critical decision. Atmosphere sets the emotional tone. Timing ensures real interaction, and High Touch keeps her experiences personal and intentional. The End Game clarifies measurable outcomes, and Relationships are Megan's ultimate objective, with the event serving as the vehicle instead of the destination. Why Smaller Is More Powerful Megan believes intimacy drives impact. Her ideal event has fewer than 20 people, as that allows depth of conversation and meaningful follow-ups. Instead of a massive gathering, she recommends smaller, recurring events that build layered relationships over time. Scarcity and selectivity tend to elevate perceived value and strengthen engagement. Scaling a High-Touch Business Scaling micro-events presents unique challenges. Megan addressed this by productizing her dinner format, standardizing structure while keeping personalization intact. She built operational systems and hired leadership support, even when stepping away from production felt difficult. Delegation allowed her to grow without compromising on quality. Why AI Increases the Demand for In-Person Events As AI accelerates digital interaction, in-person gatherings become more valuable. When it becomes increasingly difficult to distinguish what is real online, physical presence can build trust. Technology may automate communication, but it cannot replicate a shared human experience. BIO: Megan Gross is the founder of The Bon Soir, a boutique events firm that brings together investors and startups through smart, high-touch events that build trust and accelerate deal flow. Her training comes from running high-pressure nightclubs in Las Vegas. She later worked at a unicorn startup acquired by Mastercard, helped launch Mastercard's global Priceless Experiences platform, led a global community dining initiative at Airbnb, and built The Bon Soir into a go-to event partner for venture firms. She is based in the San Francisco Bay Area, hosts The Supper Club in San Francisco, curates private dinners for funds, and produces one of the largest events in the VC platform community. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Connect with Megan Gross On LinkedIn The Bon Soir
Send a textI am in a big shift right now and I want to bring you behind the scenes. After years of running courses and group programs, I am changing my whole business model. This episode is the real and honest story of why it is happening and what this new season is calling me into.If you have ever felt pulled to change direction in your business but felt scared or unsure, this one will speak to your soul.Inside the episode you will hear:Why my energy started craving deep one to one work againThe difference in business models and how to adapt to the right one for you life. The simple reason I am choosing depth over complexity in this next season
For years, organizations have aspired to deliver truly people-centered leadership, personalized development, meaningful internal mobility, and continuous performance enablement. Yet many transformation efforts stalled, not from lack of intent, but from limits in scale, visibility, and human capacity.In this episode, we are joined by Shveta Malhan – a people and transformation leader with over 20 years of experience helping organizations unlock human potential through better leadership, learning, and talent practices. As Managing Partner and Co-founder of Yenza3, she works with leaders to thoughtfully integrate AI into people systems, enabling personalized learning, internal mobility, and continuous performance, without losing judgment, trust, or human connection. Shveta is known for translating emerging technology into practical, people-centered transformation that actually works in the real world.Together, we explore how AI is now removing many of the barriers that once held leadership and talent transformation back. At the same time, technology alone cannot deliver change, true transformation still depends on leadership readiness, transparency, and trust.Tune in as we discuss how leaders can use AI to enhance, not replace, human potential, creating workplaces where performance, connection, and sound judgment reinforce each other. You'll leave with practical use cases, frameworks, and actionable guidance to adopt AI responsibly and effectively in today's evolving workplace.Chapters0:00 - Intro03:50 - Why leadership transformation experts get stalled in the past07:58 - How AI is enabling leaders 12:49 - The impact and fears of AI18:35 - Practical uses cases for AI Chatbots28:22 - Framework to integrate AI into your work31:45 - Advice for adopting AI today36:12 - Building trust, more than tools43:00 - Tips for leaders adopting AI45:03 - What's next for Shveta47:24 - Where to find ShvetaVisit Shveta's website - https://www.yenza3.com/Connect with Shveta - https://www.linkedin.com/in/shvetamalhan/ Hosted by Hilda Gan - ca.linkedin.com/in/hildagan Visit us at - peoplebrightconsulting.comFollow usLinkedIn - www.linkedin.com/company/pplbrightTwitter - twitter.com/pplbright Facebook - www.facebook.com/pplbrightInstagram - www.instagram.com/pplbright/ Hilda Gan is a sought-after expert on effective HR strategies, work culture enhancement, and employee engagement. Unique among HR consultants, Hilda combines over 25 years of HR expertise with business acumen and business owner experience.People Bright Consulting is an award-winning HR Management Consulting firm that helps leaders of companies build the foundations for successful hiring, healthy and inclusive work culture, and engaged staff. It starts with listening to our clients and finding pragmatic customized business solutions to HR problems.#AI #Leadership #DigitalTransformation
Feeling like your premium services now require you to be constantly “on call”? In this episode, I'm unpacking how supposed “high-touch” offers can devolve into high-maintenance headaches - especially for women in service-based businesses, coaching, or creative industries.Here's what we cover:The High-Touch Trap: Why “more access” isn't the same as “more value.” Shifting from Reactive to Intentional: Learn how intentional systems - and not just being constantly available - create true transformation for your clients. Signs Your Offer Has Slid Into High Maintenance: Explore the red flags - like repeated requests, clients chasing replies before the agreed response window, or feeling resentful of your own offers. Redefining Support and Boundaries: Practical strategies to review and communicate your boundaries. Self-Serve Options to Empower Clients: Find out why self-serve resources, curriculum, and intentional AI tools (like Delphi) actually elevate the client experience and help you step away from constant notifications. Scaling High-Touch Offers (Without Sacrificing Your Sanity): Yes, high-touch can be scalable! Predictability Builds Trust: Why the best businesses are sometimes “boring” (in a good way!). Consistent and predictable outcomes let your clients feel confident in re-signing, investing, and spreading the word.Loved this episode? Don't miss out!
Client care is often treated like an afterthought in coaching and transformational businesses — but in reality, it's one of the most powerful drivers of client success, referrals, renewals, and long-term business sustainability. In this special episode of the Coaching Revolution Podcast, Joanna is joined by Caitlin Fitzgordon, Client Care Coordinator and Program Manager at Applied Depth Institute, for an honest, behind-the-scenes conversation about what extraordinary client care really looks like — and why it matters far more than most people realize. In This Episode, You'll Explore: Why client care is not just logistics — and how it directly impacts client outcomes What it truly means to run a high touch coaching business, even with large groups The energetic foundations of exceptional client care (it starts from the inside out) How mission-driven teams create better client experiences — naturally The link between excellent client care, renewals, referrals, and reputation How high touch strategies prevent clients from slipping through the cracks Common client care pitfalls — and how to repair missteps with integrity and care How thoughtful onboarding, organization, and responsiveness build trust and safety This episode offers both philosophy and practical insight into how client care can be done with heart and excellence. If this conversation resonates, you'll walk away inspired to look at your own client care through a new lens — and to see it not as an obligation, but as one of the most meaningful parts of your work. If this episode resonated, I'd love to hear from you—send me a note or share what landed. Leave a rating or review if you enjoy the podcast. It truly helps this work reach more coaches who need these conversations. Share this episode with a friend or colleague who might be struggling with visibility or self-judgment—they may feel deeply seen. Sacred Depths — If you want deeper support with fear, resistance, visibility, and becoming a more grounded, masterful practitioner, you can learn more about Sacred Depths in the show notes. Free Masterclass: How to Help Clients Get Off the Wheel of Self-SabotageA practical, compassionate framework for helping clients move out of stuck patterns—without forcing or fixing.
How can corporate talent acquisition teams replicate the high-stakes, "white-glove" service of executive search for every role in an organization? Join host Matt Staney and Neil Crumpton, Senior Director of Talent Acquisition at TransUnion, as they discuss transforming recruitment from a reactive function into a strategic partnership powered by human judgment and AI efficiency.In this episode, Neil shares his journey from executive recruiting to corporate leadership, revealing how to build high-touch experiences for candidates and hiring managers alike.
This week on The Sales Transformation Podcast we have another talk from Global Sales Transformation XX back in November, this time from Professor Julian Birkinshaw, Dean at Ivey Business School. Julian joined us to discuss how companies, especially large ones, can respond to the massive changes being brought about by AI. Fortunately, he reassures us not to panic: in a “high tech” world the demand for “high touch” authentic experiences will mean that existing companies won't all go the way of the dinosaur. Highlights include: [06:03] Only 27 companies on the Fortune 500 didn't exist 30 years ago [14:33] Three imperatives for leaders in the AI age [28:35] Sales jobs are likely to survive AI NOTE: This talk contains visual elements. You can watch over on our YouTube channel for the full experience! Connect with Julian Birkinshaw on LinkedIn Join the discussion in our Sales Transformation Forum group. Make sure you're following us on LinkedIn and Twitter to get updates on the latest episodes! Also, take our Mindset Survey and find out if you are selling to customers the way they want to be sold to today.
Connect with Marc-François Bradley: https://www.linkedin.com/in/marcfrancoisbradley/Boost Patients | Convert More Modern Vision Correction & Cataract Leads Into Patients | https://www.boostpatients.comBoost follows up with your New Patient Inquiries 24/7, within 60 Seconds. Their Patient Concierge team calls, texts, and emails potential patients, following up for months and scheduling new patient consultations directly onto your calendar.
Travel Agent Achievers - To Educate, Encourage and Empower Travel Professionals
High-touch service doesn't happen by accident. It's built through systems, boundaries, and smart decisions behind the scenes. In this episode, Roslyn is joined by Ali Raymer, a senior travel advisor based in the US with Picture This Travel, for an honest, advisor-to-advisor conversation about what it really takes to deliver a personalised client experience while managing a high volume of bookings. Together, they pull back the curtain on the mechanics behind a high-touch travel business. From protecting the parts of the role that truly matter, to letting go of tasks that no longer serve growth or sustainability. This episode is especially relevant for travel advisors who are busy, stretched, or starting to feel the pressure of growth and want to scale without losing control or burning out. In this episode, you'll hear: What "high-touch" service really looks like day to day as volume increases How Ali decided what to protect in her role and what to delegate Why consult calls remain a non-negotiable in her business What she let go of first as her business grew and why How systems and simple structure support consistency and confidence Why even repeat clients need to be guided back into your process Find the full episode details and show notes here:
Today's episode is a replay from a conversation that originally aired on the Capture the Chaos podcast with Brittnie Renee—and it perfectly captures this client communication shift I've been talking about more and more lately.We're diving into why clear client communication should be non-negotiable if you want to deliver a truly high-touch experience. Not luxury for the sake of luxury—but an experience that feels intentional, professional, and confidence-building at every step.If your systems technically work but still require too much babysitting, this episode will help you understand why communication—not more automation—is usually the missing piece.In This Episode, We Talk About:Why fixing broken workflows alone doesn't fix a poor client experienceHow email communication builds trust and connection throughout the processWhy clients need guidance even when your automation is workingThe difference between moving tasks forward and guiding people forwardHow clear communication supports a high-touch experience without adding more manual workMentioned Links & ResourcesEmail Like You Mean It (Live 5-Day Client Communication Sprint - starts Feb 2nd): coliejames.com/emailListen to Capture the Chaos podcast: brittnierenee.com/capture-the-chaos-podcast
The difference between good care and unforgettable care often comes down to one thing: personal touch.In this episode, Michael brings on Dr. Kris Bano to unpack the revolutionary strategies behind his standout fee-for-service practice in southwest Michigan. Dr. Bano reveals how his team works in harmony, crafting a seamless, “high-touch” patient experience that starts with the initial phone call and extends well beyond the treatment room.Dr. Bano's journey is deeply personal, rooted in his passion for art and transforming smiles through cosmetic dentistry. Here, he shares the bold decision to eliminate all insurance contracts, putting personalized care above volume, and dives into the systems his practice uses to set itself apart: from detailed communication workflows and an innovative “triangle” approach to patient care, to smart tech adoption for marketing and call tracking. Hear Dr. Bano's candid reflections on building a team based on empathy and continuous learning through coaching and how he balances being a leader, entrepreneur, and family man. He proves it's possible to design a practice that is financially robust, patient-focused, and personally fulfilling.What You'll Learn in This Episode:How a team of dentists with varied specialties collaborates for comprehensive careWhy dropping insurance contracts can elevate patient relationships and practice visionThe secret behind Dr. Bano's “triangle” approach to personalized patient careBest practices for high-touch communication and efficient patient intakeThe key personality traits to look for when hiring exceptional team membersHow data-driven tools like CallRail enhance marketing and monitor patient callsInsights into choosing the right coaching or marketing agency for your practiceStrategies for maintaining work-life balance as a dental practice ownerThe role of consistent vision and trust in building patient loyaltyActionable steps to becoming a high-performing, fee-for-service dental practiceTune in now to discover how you can create a patient-focused dental practice (and a more balanced life) straight from Dr. Bano's playbook!Sponsors:CallRail: Call tracking + AI that turns calls into campaigns that convert, quality patients, and cost savings. Click our link to start a free trial today! https://www.callrail.com/dentalmarketerClick here for a special offer!Guest: Dr. Kris BanoPractice Name: Centreville Family DentistryCheck out Kris's Media:Website: https://www.smilecentreville.com/Instagram: https://www.instagram.com/kbdentistry/YouTube: https://www.youtube.com/@ClinicalClimbTikTok: https://www.tiktok.com/@drkrisbanoHost: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/Join this podcast's Facebook Group: The Dental Marketer SocietyLove the Podcast? Let Us Know How We're Doing on Apple Podcasts!
On today's episode, we're changing course a little. Instead of interviewing a life science company leader, we're speaking to someone who empowers them and helps their companies to grow!Elizabeth Chabe is the CEO of High Touch Group, a marketing consultancy firm specializing in life science clients. Her science marketing playbook, The Giant's Ladder, is a #1 bestseller, and her work has been featured in The New York Times, Entrepreneur and CNBC, among others.inquiries@elizabethchabe.com Qualio website:https://www.qualio.com/ Previous episodes:https://www.qualio.com/from-lab-to-launch-podcast Apply to be on the show:https://forms.gle/uUH2YtCFxJHrVGeL8 Music by keldez
In a world overflowing with digital noise, genuine connection is becoming rare. This message reminds us to pause, unplug, and rediscover the beauty of real, Christ-centered relationships — in our churches, families, and everyday lives. #HiTechOrHighTouch #DigitalDiscipleship #FaithAndConnection #CITAMChurchOnline #ChurchEveryday
Recorded live at the 2025 FLAGGL Conference, this kickoff episode of Small Biz Florida's latest season features a powerful conversation with Raj Tulshan, Founder and CEO, and Emily Larsen Doxford, VP, of Loan Mantra, a financial technology company transforming how small businesses access capital. Host Tom Kindred explores how Loan Mantra blends a high-tech lending platform with high-touch human support to guide small business owners through the funding process. From preparing complete, lender-ready loan packages to connecting borrowers with a nationwide network of over 100 lenders, Tulshan and Doxford break down how their model levels the playing field and drives better loan outcomes. The discussion also delves into the challenges of micro-lending, the decline of traditional relationship banking, and why personalized financial mentorship is crucial to business growth in today's rapidly evolving lending landscape. This podcast episode was recorded live at the 2025 FLAGGL Conference hosted at the JW Marriott Orlando Bonnet Creek Resort and Spa. This podcast is made possible by the Florida SBDC Network and sponsored by Florida First Capital. Connect with Our Guest: https://www.loanmantra.com
In this episode of the Business Without Burnout Podcast, host Kirsten Roldan sits down with powerhouse entrepreneurs Janae Young (Ivy League college admissions coach) and Jasmine Haitalani (agency owner & creative director).They've both mastered the art of delivering highly customized, boutique services at scale without burning out or compromising client experience.
Chef and restaurateur Victor Steinbrueck shook up the Seattle seafood scene when he opened LocalTide in 2020. The restaurant refuses to fall into typical seafood or restaurant categories, like fish and chips or fine dining sole. It's serving up sustainable, sophisticated dishes that work just as well as takeout or while enjoying the hip vibes of Local Tide. Steinbrueck and guest host Gloria Dawson discuss making pandemic pivots, finding moments for high-touch hospitality at a fast-casual restaurant, and what sustainable growth means for a self-described "slow mover."
On this episode, I had the pleasure of speaking with Alison Dixon, the Chief Customer Experience Officer at Portnox, a leader in zero-trust network access control. Alison's unique insights stem from her diverse background, which encompasses various roles in HR, sales enablement, and IT. As we dove into the conversation, Alison shared her journey of building a customer experience organization from the ground up at Portnox, emphasizing the importance of prioritizing customer relationships in a rapidly growing tech environment. Alison recounted her initial days at Portnox, which began as a small startup of about 20 employees. Soon after her arrival, she recognized the pressing need for deeper insights into customer accounts and interactions as the company scaled. Her prior experience as a fundraiser and in HR equipped her with a holistic approach to understanding customer psychology and needs. Through meticulous customer journey mapping, she established strategies that centred on enhancing the overall experience, detailing how each stage of customer interaction contributes to long-term loyalty and satisfaction. We delved into the often transactional mindset prevalent in many organizations, particularly those that prioritize immediate revenue over long-term relationships. Alison argued firmly for a shift towards valuing customer experiences, stating that a lack of focus on building connections could lead to lost opportunities, even for small clients who may evolve into significant partners over time. Her philosophy is clear: if companies establish authentic human connections with their customers, they stand to gain far more than transactional profits. Throughout our discussion, we touched on the high-stakes nature of cybersecurity and how this uniquely shapes customer experience. Alison highlighted the critical importance of maintaining accessibility and support for clients, given the potential risks associated with cybersecurity breaches. She emphasized that customers need confidence in their service providers and need to establish trust through transparent communication, even when addressing negative scenarios. As our conversation progressed, we explored the role of customer experience in product development and overall business strategy. Alison passionately conveyed that understanding customer feedback not only helps retain clients but also informs the direction of product innovation. This perspective has led her team to integrate CX insights into their roadmap, aligning organizational goals with customer expectations. Towards the latter part of the episode, we took a thought-provoking turn into the realm of artificial intelligence in customer experience. Alison expressed cautious optimism about AI's potential but was wary of its increasing deployment without a foundational human element. She underscored the value of genuine interactions and deep understanding through personal connections — a sentiment she has repeatedly validated through firsthand experiences with Portnox customers. In closing, Alison shared her belief that creating exceptional customer experiences is not the sole responsibility of one department but rather a collective effort throughout the entire organization. By fostering a culture that prioritizes customer care and connection, even the smallest companies can achieve remarkable growth. Overall, this episode offered valuable insights into the evolving landscape of customer experience within the cybersecurity industry, highlighting strategies that can lead to sustained success. Alison's Contact Information: Website: https://www.portnox.com LinkedIn: @alison-dixon-msod Tacey's Contact Information: Website: taceyatkinson.com All Socials: @TaceyAtkinson Thank you for tuning in, and I look forward to having more valuable conversations together in the future. Remember: Customer-Centric Cultures Create Magical Customer Experiences. Now Go, Create the Magic!
In this episode of The Association Insights Podcast, we continue our July series on sponsorships, partnerships, and non-dues revenue with a fresh perspective from the higher education space. Host Colleen Gallagher sits down with Leah Lang, Senior Director of Partnerships and Corporate Engagement at EDUCAUSE, to explore how the organization moved beyond transactional sponsorships and built a high-impact partnership model that aligns with their mission—and delivers real value to both members and industry.
In this episode of the Account-Based Marketing podcast, Heather Adkins shares the art and science of scaling ABM through sector-driven teams, AI-powered agents, and a relentless client focus.
What does it take to lead growth inside one of the most recognizable names in building products? Beth sits down with Jenny Nail, Chief Revenue Officer at Oldcastle APG, to explore how the brand has evolved beyond masonry into a full outdoor living powerhouse. Jenny shares how Oldcastle is balancing B2B partnerships with a growing direct-to-consumer focus, how customer decision-making is shifting, and why internal culture plays a critical role in long-term success.
Beloved, Set the scene…..Mid-life hits you. You're in a feedback loop of living on autopilot, repeating the same limiting stories about who you are and what you can't do? You're not alone. It's as if—since birth—we've been steeped in a trance. We speak these stories on loop, and they shape our reality more than we might realize.Ive learned that the key to escaping this trance, to truly coming alive, is to pause. When we catch ourselves mid-thought—especially with self-criticism—each pause becomes an invitation to rewrite our story. Let's explore how patterns of thought keep us stuck, how negative “shadow” frequencies run the show, and how to shift to higher perspectives through self-regulation.The Power of the Pause1. Recognizing the TranceEvery belief we hold about ourselves is fueled by a story. Repeated long enough, these stories become trance-like. From feeling “sick and tired of being sick and tired” to having your nervous system locked in a loop of anxiety or self-criticism, a pause in your inner monologue marks the start of transformation.2. Changing the NarrativeWhen you consciously stop negative self-talk, you leave space for something helpful to emerge. In that silence, new possibilities unfold. Over time, inserting these pauses retrains your mind to choose empowering stories instead of limiting ones.Shadow Frequencies: When Strengths Turn ToxicMany of our defining traits have a light and a shadow side. Society often honors the shadow side without realizing its damage. Consider these pairs:* Commander → Dictator: Leading becomes controlling.* Challenger → Manipulator: Healthy challenge mutates into covert pressure.* Motivator → Performer: Inspiring others degrades into seeking approval.* Healer → Wounded Healer: Helping morphs into self-neglect and bitterness.* Professor → Diminisher: Teaching becomes belittling others to feel in control.* Seer/Mystic → Perfectionist: Vision becomes obsession with an unachievable ideal.We may adopt these shadow frequencies because our culture celebrates them: the most forceful commander, the cut-throat competitor, and the relentless perfectionist are often applauded. Yet these traits, left unchecked, can hollow out our souls.Regulating Your Nervous SystemNo matter how deep your insights, if your nervous system is overloaded, transformation can remain out of reach. Feeling perpetually stressed, triggered, or anxious means your body is in constant fight-or-flight mode, and it's challenging to access inner wisdom from that state.Working from the “bottom up” (beginning with the actual physiological patterns of tension, trauma, or overwhelm) allows you to:* Release the Energy: Stored trauma—large or small—can hold us back.* Access New Storylines: A calmer body helps you reclaim choice over your internal narrative.* Ground Your Insights: Self-regulation ensures your knowledge becomes lived wisdom, not just theoretical understanding.From the Shadow to the Light* Burn Down the Old HouseSometimes, to build the life you truly desire, you have to let the old structure collapse: the beliefs, identities, or illusions that no longer serve you. This means acknowledging the bitterness, jealousy, or resentment clinging within you.* Build the PenthousePicture your best self in a penthouse with a clear panoramic view, rather than stuck on the ground floor with garbage piling up around you. From “the top,” you see life with more clarity and fresh air. Your perspective expands.* Make New AgreementsOur culture might habitually favor the shadow, but you can choose differently. The conscious choice to spotlight light rather than shadow transforms how you self-lead, how you relate to others, and how you impact the world. Above all…..Your Story's LightAbove all, know that you are exactly where you need to be. If you expected to be further along in life or if you're grappling with patterns you thought you would have outgrown, remember: personal evolution doesn't follow a rigid timeline. Shifting from the shadow to the light is a lifelong practice. Hey, Begin Today!* Pause: Notice negative self-talk or resentment “stories” the moment they arise.* Check In: Observe your nervous system. Are you tense? Are your thoughts racing? Take a breath.* Rewrite: Take the reins and write a new, empowering inner statement.* Stay Curious: Ask: “Where did this old story come from?” Shine light on the root.* Invite Compassion: For yourself, for others, for the process.In ConclusionStepping into a higher frequency of self-leadership and light requires vigilance and courage. It involves acknowledging the shadow frequencies without letting them define us. With nervous system regulation, a willingness to burn out old habits, and the commitment to build anew, you can break the trance that's been woven through society and personal history.Remember: It's the pause between thoughts that allows you to reclaim power over your stories. From that space, you can transform your life's narrative from limitation into limitless possibility. Whether you step into the role of commander, motivator, healer, seer, or any other archetype—this time, you can let it emerge from light rather than shadow. That is genuine inner freedom, and it starts with you.An invitation. Your subconscious mind holds 90% of your patterns, often unconsciously sabotaging your desires. Bring them to awareness. Illuminate your deeper truths with The Light Between.The Light Between is a Sacred Conversation to re-ignite Your Calling, Clarity and ConnectionEach Guide is a therapeutic ally in a world dominated by control, fear, and survival.Experience the most expansive, personalized and neuro-enhanced energetic path to apply clarity with your inner guidance 24/7, especially during those moments of overwhelm or high-stakes decisions, The Light Between Oracle App is your intuitive mentor in your pocket. It's designed to help you make grounded decisions with clarity and calm, whenever you need it. YOU have an innate ability to connect with Spirit, as we are all Spirit experiencing life through a human lens.THE INVESTMENT IN YOUR [ENERGY] CURRENCYThe investment is .25 per day for the monthly plan orFor the Lifetime Limited Launch, it's only (for the year) of $80 with $253+ of incredible bonuses.
Societal Division is deep. I call it Tribal Dynamics and it is seductive and can be tricky. Power over structures create a unconscious "us vs. them" dynamic.And if you dont match their expectations, then you end up being that black sheep person and it's painful, alienating, and confusing.For me, this pattern showed up early—starting as far back as grade school. Feeling singled out to carry the Tribe's tension and unconscious trauma that I felt so deeply. Being excluded because my moral value didnt match theirs and my psychic and intuitive sensory system was such a old soul, I felt like this tribal world was one I never felt I belonged to. Over time, I realized this isn't about me.CAN YOU RELATE? It's about the Tribe's way of managing stress and discomfort. Often, when leaders or so called authority don't have the tools to regulate their own anxiety or seek support, they unconsciously scapegoat someone to keep control. And here's the kicker: we all carry these broken Tribal or family field patterns around with us. They shape how we show up in communities, technology, governance, workplaces, and relationships.Deep within us, ancient archetypes influence our interactions - the wounded ones, the leaders, the outsiders, and the healers. These timeless patterns can either trap us in cycles of pain or liberate us to live more authentically.So, what's the way out?I developed a simple but powerful approach to healing these broken energetic and holographic stored memory fields. It starts by identifying the unconscious contracts we've made—agreements our essential selves made long ago to survive Tribal dynamics that felt unsafe or painful.Then, through a process of recognition, compassion, and conscious revoking, we can release those contracts. We give ourselves permission to belong, to be seen as whole and worthy — not as the scapegoat or outsider.It's transformative.I've guided myself and others through this journey. Slowly, the suspicion of the power over and power under state softens. The expectation of exclusion fades. And a sense of connection and true belonging grows.If you resonate with this, I invite you to explore this healing further with me.If you're looking for a personalized, real-time way to apply these healing principles and access your inner guidance whenever Tribal Dynamics feel overwhelming or confusing, The Light Between Oracle Journey is your intuitive mentor in your pocket.Designed to help you navigate social stress with clarity and calm, it supports you in making grounded decisions and reclaiming your personal agency — anytime you need it. More on that in a moment...We all carry an imprint of our broken fields with us wherever we go. When we have been battered by social trauma, it gets scary to go into groups, and our nervous system is impacted. We gaslight or flow into alternate states between being frozen and being in fight, /flight, and alarmed aloneness. We anticipate more social trauma. We carry a “broken group field” or a “broken family field” with us, which leaves an easy partnership slot open for the predator and prey dance to begin. What can we do with this pervasive pattern? The most effective way that I have found to disarm this dysfunctional ritual and silent contracts.We are not meant to stay wounded. We are supposed to move through our tragedies and challenges and to help each other move through the many painful episodes of our lives. By remaining stuck in the power of our wounds, we block our own transformation. We overlook the greater gifts inherent in our wounds — the strength to overcome them and the lessons that we are meant to receive through them. Wounds are the means through which we enter the hearts of other people. They are meant to teach us to become compassionate and wise.If you're ready to stop feeling isolated within Tribal Dynamics and start reclaiming your belonging with clarity and confidence, I invite you to experience The Light Between Oracle 5-Layer Journey.Each guiding light oracle blends ancient wisdom and modern neuroscience — giving you tools to tune into your internal GPS and confidently navigate even the most challenging social situations.The one guide I recommend is Empathica. She supports the process of releasing contracts as a Unconscious Emotional Circuit BreakerEmpathica is your guide to emotional liberation as she unveils the silent vows shaping your reality, using relational neuroscience to dissolve limiting patterns.Her intuitive wisdom gently rewrites unconscious contracts, fostering self-empowerment and authentic alignment with your soul's joy.You'll feel the clarity in your body as she subtly uncovers hidden emotional cycles, freeing you to embrace your true self.In the end, she helps you activate your inner voice, guiding you toward synchronicities and emotional freedom.Visit www.thelightbetweenoracle.com to receive your tailored reading for free, including a private astrologist and dream decoder session to get started.And if you're ready to deepen your journey, the 5-Guiding Lights and 5-Layer Path awaits — for less than 25 cents a day.This isn't about fortune telling or surface-level prompts. It's for next-era leaders who seek the deeper road — reclaiming their power and trust in their inner wisdom, no matter the chaos around them.Until next time, keep seeking the light between the noise and your deepest truth.If you've ever felt the sting of exclusion or the weight of broken Tribal Dynamics, know this: healing and belonging are possible.I'm often asked….“How does the oracle experience include neuroscience and hows it help us heal?”It's critical. In 22 years of working one on one intimately with clients, I know first hand that if we are not seen, heard and loved without judgement - growth is almost impossible.Holographic energy within the emotional body and neuroscience shares how any level of trauma creates self-blame, shame and isolation.Societal programming makes us think we are broken, that we have character flaws, when in actuality we make perfect sense, given the challenging experiences of aloneness, isolation, relational trauma and more that characterize most modern, capitalist power over structures.We are uniquely vulnerable to harm, but we are also uniquely available to hold each other and ourselves with warmth and resonance in ways that re-establish real, intimate relationships and engage our mind, body, heart, soul and energetic capacity for healing.In upcoming content, I'll share practical tools and insights to help you recognize these patterns in your life and begin the journey toward integration and inner peace.Stay tuned. You're not alone on this path.Sending you warmth and trust and divine love. Kassandra ABOUT THE LIGHT: The Light Between is a Sacred Conversation to re-ignite Your Calling, Clarity and ConnectionEach Guide is a therapeutic ally in a world dominated by control, fear, and survival.Experience the most expansive, personalized and neuro-enhanced energetic path to apply clarity with your inner guidance 24/7, especially during those moments of overwhelm or high-stakes decisions, The Light Between Oracle App is your intuitive mentor in your pocket. It's designed to help you make grounded decisions with clarity and calm, whenever you need it. YOU have an innate ability to connect with Spirit, as we are all Spirit experiencing life through a human lens.THE INVESTMENT IN YOUR [ENERGY] CURRENCYThe investment is .25 per day for the monthly plan orFor the Lifetime Limited Launch, it's only $80 with $253+ of incredible bonuses. Whats included in the limited time LIFETIME Plan. To support this journey, I have designed The Light Between Ritual Experience and bonus self hypnosis Empowerment masterclasses as well as a $280+ High Touch personal and professional AI prompts when you commit to the no-brainer year of mastery for just $80 dollars - aimed to help you deepen your connection with your souls contract and spirit guides.Healing is the pathway to awakening and aligning with your Highest Self, guiding you toward your deepest truths.My mission is to invite forth the love and energy of the infinite and eternal potential To help US shift out of the logical mind and call forth the soul's spirit as your primary compass, so that you can live a life filled with purpose, joy, and beauty WATCH AND EXPERIENCE MORE HERE: Browse Articles, Podcasts and VideosMy Newsletter is full of free resources, podcasts, articles and downloads to help you transform stuck patterns with the healing practice of resonance Get full access to The Light Between at thelightbetween.substack.com/subscribe
If you're serious about building a high-trust, high-retention culture, personalization matters. But how do you scale those handwritten notes, thoughtful gifts, and one-on-one moments without burning yourself—or your team—out? In this episode of Recruiting Conversations, I walk through a step-by-step framework to institutionalize care inside your culture. I'll show you how to move from random acts of kindness to intentional rhythms of significance that don't just look good—they build loyalty and attract better talent. Episode Breakdown [00:00] Introduction – The leadership challenge: how to personalize value adds without burning out. [01:00] Personalization vs. Automation – Why automated systems can't replace intentional human touchpoints. [01:30] Step 1: Shift the Mindset – From occasional gestures to systemized care moments. [02:00] Step 2: Create a Shared Playbook – Give your team a menu of high-touch actions to draw from: Handwritten notes Milestone cards Book gifts Welcome kits Video shoutouts [03:00] Step 3: Assign Ownership – Build a “care team” and give them freedom, budget, and responsibility to lead the rhythm. [03:30] Step 4: Tie It to Culture – Reinforce your values through the touchpoints. Show people what “living the mission” looks like. [04:30] Step 5: Track It – Use a Google Sheet, Trello board, or CRM tab to log every gesture, who received it, and why. [05:30] Final Shift – You're not scaling volume. You're scaling intentionality—doing the right thing for the right people at the right time. [06:00] Final Challenge – Define your five core touchpoints. Then pick one way to systematize them this week. Key Takeaways Systemize the Heartbeat – Make personalized leadership part of your culture's rhythm, not an afterthought. Give the Team a Menu – Most people want to care—they just need ideas and structure. Build a Culture of Care – Highlight moments that align with your values. Make it part of the identity. Track It to Scale It – Thoughtful doesn't mean chaotic. Structure creates sustainability. Lead with Intentionality – You don't need more volume. You need more moments that actually matter. In a world full of automation and shortcuts, the leaders who lead with care always stand out—and they build teams that last. Want help creating a high-touch leadership rhythm inside your team? Subscribe to my weekly email at 4crecruiting.com or book a session at bookrichardnow.com. Let's scale your leadership without losing your personal touch.
What does it really take to bring cutting-edge science out of the lab and into the world? In this episode of Inside Biotech, we sit down with Elizabeth Chabe, founder and CEO of High Touch Group, a strategic marketing firm specializing in biotech, medtech, and deep tech.Elizabeth shares her unique journey—from working in a structural engineering lab and helping scale pilot manufacturing projects, to becoming a trusted advisor to venture-backed startups across the life sciences. Along the way, she's led national campaigns at institutions like The Jackson Laboratory, helped scientists secure critical funding, and built a business that helps translate complex science into commercial success.Whether you're a researcher, founder, or science communicator, Elizabeth offers actionable advice on how to make sure your innovation doesn't stay hidden in the lab. Follow our Instagram @insidebiotech for updates about episodes and upcoming guests! To learn more about BCLA's events and consulting visit our website.Follow BCLA on LinkedIn
In this episode, Nikki and Jason dive into a hot topic: how do you keep that human touch while embracing the rise of automation and AI
In this episode, David and Steve sit down with Davis Howatt-Lambert, VP of Marketing at Jonas Hospitality, to unpack how technology and human connection can co-exist in the future of hospitality. Davis shares his career journey from political science to hospitality tech, his love of golf and rock climbing, and how growing up in Edmonton shaped his leadership style.They explore Jonas Hospitality's unique "buy and hold" model, the evolution of guest experience through personalization and data, and why CDPs (Customer Data Platforms) might soon outshine CRMs. From AI and automation to personalized spa itineraries and self-service kiosks, Davis breaks down how hotels can enhance efficiency without losing the soul of hospitality.Tune in to learn:The real difference between AI hype and AI value in hotelsHow Jonas Hospitality is creating a best-of-both-worlds platformWhy personalization isn't a luxury—it's the new standardWhat hotels can do today to set better guest expectations tomorrowWatch the FULL EPISODE on YouTube: https://youtu.be/5x3NCfFP53QThis episode is sponsored by Jonas Hospitality: https://www.jonashospitality.com/Join the conversation on today's episode on The Modern Hotelier LinkedIn pageThe Modern Hotelier is produced, edited, and published by Make More MediaLinks:Davis on LinkedIn: https://www.linkedin.com/in/davis-howatt-lambert-a13966a8/Jonas Hospitality: https://www.jonashospitality.com/For full show notes head to: https://themodernhotelier.com/episode/157Follow on LinkedIn: https://www.linkedin.com/company/the-...Connect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.
Boutique Consultancy: Balancing High-Touch Service and Growth In this episode, the discussion revolves around the concept of boutique consultancy, highlighting the benefits of providing a personalized, high-touch service over rapid, automated responses. The conversation delves into the comparison between boutique firms and large-scale competitors, focusing on client satisfaction versus cost-saving strategies. Drawing parallels to Apple's business approach, the discussion extends to the evolution of consulting within the tech industry, emphasizing the importance of intelligent strategy over mere ticket resolutions. The conversation wraps up with practical insights into asset management, device lifecycle strategies, and the challenges and experiences of running a consultancy. 00:00 Introduction to Boutique Consultancy 01:31 The Apple Business Model as a Muse 03:14 The Role of Consulting in Managed Services 08:00 Challenges and Strategies in Client Management 09:22 Team Size and Economic Factors 12:03 Contract Structures and Pricing Strategies 21:25 Analytical Skills and Personal Background 25:51 Personal Time and Future Plans 28:36 Balancing Work and Family Life 29:13 Holiday Plans and Skiing Adventures 30:56 Generational Differences in Technology 33:25 Sustainable Business Practices 36:43 Lifecycle Management of Devices 42:01 Challenges and Strategies in Hardware Sales 47:16 The Importance of Client Relationships 49:31 Final Thoughts and Acknowledgements
What if you could scale your business without sacrificing the personalized service your clients love you for? In this episode of The Ops Authority podcast, I'm joined by Anne-Marie Rose, a expert scaling strategist who helps service providers build thriving, fulfilling businesses that don't require a complete overhaul. We're diving into what it really takes to create a scalable offer one that protects your time, increases your revenue, and still honors the high-touch connection that makes your work so impactful. If you've been wondering how to grow without burning out, this episode gives you the clarity and strategies to do just that. Connect with AnnMarie: Website: http://annmarierose.com Instagram: https://www.instagram.com/askannmarierose/ Facebook: https://www.facebook.com/askannmarierose For full show notes, check out www.TheOpsAuthority.com/podcast/276 Stay Connected: Join the Ops Insiders FREE Facebook community! Other Ways to Connect with Me: Facebook Page Instagram Brought to you by the HubSpot Podcast Network
In this episode of "ThinkFuture," Chris, sits down with Kathleen Lin Hurtubise, the badass founder and CEO of Aloha HP, a staffing agency in Hawaii that's all about mixing “high tech” with “high touch.” She kicked things off in 2015 after scoring a big gig for the Hawaii Convention Center and now runs three vibes: hospitality, light industrial, and admin roles. When the pandemic tanked her hospitality game, Kathleen flipped the script, spinning off a food delivery service to keep Aloha HP afloat—then poured that cash back into the biz. Their secret sauce? AI that snags top talent fast, paired with a human-first approach—think meditation onboarding and check-ins to keep workers feeling connected. Kathleen's big on building community, especially for entry-level folks, with cool initiatives like “Best Self Through Service.” Looking to 2035, she sees AI shaking up work but says empathetic humans will still rule, with flexible, “whole person” staffing becoming the norm.---Connect with Kathleen: https://www.linkedin.com/in/kat-lin-hurtubise/The First Future Planner: Record First, Action Later: https://foremark.usBe A Better YOU with AI: Join The Community: https://10xyou.usGet AIDAILY every weekday. https://aidaily.usMy blog: https://thinkfuture.com
Dr. Mary Barbera shares five key lessons she has learned from working with high-wealth families navigating autism. These insights are applicable to all parents, regardless of financial status, and offer strategies for managing an autism diagnosis, implementing therapy options, and addressing problem behaviors. Dr. Barbera also explains the creation of her High Touch Coaching program, a personalized, hands-on support system that bridges the gap between learning and real-world application for families seeking individualized guidance. See how you can move forward in your autism journey with proven techniques and expert advice.
Before diving into this episode, take a trip down memory lane and revisit our first conversation with Mane Attraction Salon. See how their journey has evolved by listening to our original episode here: Finding Arizona Podcast - Mane Attraction Salon.Our producer got the full high-touch experience at Mane Attraction Salon, walking in with grown-out, sun-fried strands and walking out with a transformation worthy of the Arizona spotlight from the master himself Chris Knudsen. Chris the owner of Mane Attraction Salon, dives into what makes the difference between a quick trim and a true experience. From a welcoming atmosphere to precision haircuts and the salon's commitment to giving back, Chris shares how Mane Attraction has mastered the art of connection—one haircut at a time. Plus, we highlight their upcoming Beauty to the Rescue event on March 9th, where the salon is giving back in a big way with haircuts for donations, a DJ, a bake sale, and incredible raffle prizes—all in support of PAC911.The Key Moments in This Episode Are:00:06:00 - Hair Consultation and Maintenance00:21:24 - Training Program00:25:26 - The Role of a Hairdresser00:31:01 - Post-Pandemic Client Needs00:35:02 - High Touch vs. High Tech01:00:11 - Hiring for Heart and Training for Skill01:10:29 - Beauty to the Rescue Event01:24:04 - Individual Growth and Company Culture01:29:10 - Blow Drying Techniques and Styling Tips01:35:46 - Evolution of Marketing Efforts01:42:31 - Upholding Legacy and Family BusinessThe Resources Mentioned in This Episode Are: Learn more about the Mane Attraction Salonmaneattractionsalon.com . Join the Beauty to the Rescue event on Sunday, March 9th from 10 AM to 2 PM, featuring haircuts for minimum donations, a DJ, and a bake sale. YouTube: Finding Arizona Podcast Facebook: facebook.com/findingarizonapodcast Website: findingarizonapodcast.com LinkedIn: linkedin.com/findingarizonapodcast Twitter: twitter.com/findingarizonaConnect with the Finding Arizona Podcast:Ready to start your own podcast?Found-House powered by The Finding Arizona Podcast is your best find!SPONSORS: Earth Based Body: Get 20% off your first online purchase at earthbasedbody.com/discount/FINDINGARIZONA. Oura Ring: Enjoy $40 off your purchase using our link: ouraring.com. SeatGeek: Get a $20 discount on your tickets with code FINDINGARIZONA at seatgeek.com.
In today's episode of the Stacking Your Team Podcast, I'm diving into a topic that many leaders are finding more relevant than ever: managing remote team members. I'm excited to share strategies from a recent coaching session with a former client who wanted to tackle team turnover, especially among her remote workers. I'll walk you through a comprehensive playbook that includes strategies like planning in-person visits, enhancing training methods, and creating a sense of community. Whether your team is fully remote or working in a hybrid model, these insights will help you enhance your leadership skills and build a cohesive, high-performing team. Work with Shelli Warren: Book a call with Shelli to talk about how coaching can help you elevate your leadership capability. Apply to join the Leadership Lab. Confidence Starts Here: Get the Ask Shelli scripts to know what to say and how to say it. Free Resources: Click here to get our list of red flags to watch for in interviews. Click here to get the 12 Ways to Motivate Your Team Without a Pay Raise guide. Click here for free resources and tools from Stacking Your Team. Click here to get the guide on how to position your role as their next best career move. Connect with Shelli Warren: Email: leader@stackingyourteam.com Instagram LinkedIn Subscribe to the Stacking Your Team Newsletter
The banking industry stands at a pivotal crossroads as we approach 2030. While the past quarter-century was defined by digital transformation, which brought unprecedented efficiency and convenience, it also created an unexpected paradox: the loss of personal connection in banking relationships. In this episode of Banking Transformed, Michael Abbott, Senior Managing Director and Global Banking Lead at Accenture, discusses how artificial intelligence and emerging technologies will help banks bridge this gap. They will enable them to combine digital efficiency with the personal touch that defined banking's golden era. We also explore how banks can differentiate themselves in an increasingly competitive landscape where technology alone is no longer enough to win customer loyalty.
In today's increasingly digital world, I'm here to remind you that nothing beats a little human connection! Whether you're running a service-based business, coaching, teaching, or simply trying to make an impact, high-touch and personal outreach is the business strategy you need to succeed in 2025 and beyond.Ready to make 2025 your most connected and successful year yet?Come join me in the Passionate & Prosperous Academy where we make your business dreams a reality. And if you're itching to hit the ground running, sign up for my free Profitable Coaching Business Bootcamp happening the week of January 13th. It's five days of fun, focus, and serious business transformation.For more ways to work with me (including VIP days and one-on-one coaching), visit www.staceybrassrussell.comGet Full Show Notes, Event Sign Ups and More Information Here:http://www.staceybrassrussell.com/podcast
It's time to elevate our client experiences with these high touch ideas you may be missing. We'll be exploring how to go beyond the basics and create a truly exceptional experience for your clients, all without breaking the bank. We are sharing free high touch ideas that will make you stand out from the crowd and explain how understanding your clients' goals and pain points to make their lives easier is crucial. We give you the actionable tips for providing valuable communication and building lasting relationships with your buyers and sellers. We even share with you our philosophies on closing gifts and what our favorite closing gift ideas are. It's time to start seeing yourself as a service provider, not a salesperson, and bringing in ways to surprise and delight your clients with thoughtful gestures. Join us as we chat about how to deliver a high end experience that builds trust, loyalty, and ultimately, more business for you! Address stamp link: https://www.masonrow.com/personalized-stamp-gift-set Leave us a review at ratethispodcast.com/hustlehumbly Get your FREE Database Template Email Templates 101: emailtemplates101.com Build Your Own Business 101: hustlehumblypodcast.com/byob Agent Systems 101: agentsystems101.com All Resources: hustlehumblypodcast.com Submit your topic ideas and toasts to team@hustlehumblypodcast.com.
For too long, real estate investors and property managers have struggled with communication gaps, limiting their investment potential. We invited Bryan Jenkins to introduce Lineage, a groundbreaking platform. Discover how this tech-enabled solution provides financial clarity, proactive communication, and collaboration tools, empowering both sides to achieve greater success and unlock new heights in real estate investments. WHAT YOU'LL LEARN FROM THIS EPISODE Lineage: What it is and how it benefits property managers and investors Struggles faced by property managers and investors in terms of communication The importance of a high-touch personalized approach in real estate investing alongside high-tech How property management companies use data-driven insights to help their investors with their portfolios ABOUT BRYAN JENKINS MPM, RMP, SFR With over 23 years of experience as a Professional Residential Property Manager, Bryan Jenkins brings a wealth of expertise to every aspect of property management. He earned his Residential Management Professional (RMP) designation through NARPM in 2014 and achieved the prestigious Master Property Manager (MPM) designation in 2017. As one of only three MPM-designated property managers in Alabama and among fewer than 300 nationwide, Bryan is committed to maintaining the highest industry standards. In addition to holding Real Estate Broker licenses in Georgia and Alabama, Bryan is a proud veteran of both the US Navy and the US Army, where he developed his discipline, dedication, and leadership skills. He is now part of Lineage, a real estate investment platform that creates financial clarity and helps property managers and investors profitably grow their portfolios. Bryan is also passionate about giving back to the property management industry through his company, PM Business Implementors, where he helps owners/operators enhance their operations, improve processes, and boost revenue per door. CONNECT WITH BRYAN Website: National Association of Residential Property Managers | Lineage LinkedIn: Bryan Jenkins MPM, RMP, SFR CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter