Podcasts about ideal client

One DM almost convinced Kendra to completely change a webinar that was already working.After someone told her they were disappointed that she didn't teach more about HTMA interpretation, Kendra second-guessed her instincts and added even more teaching to her webinar. The result? Her live sales dropped from six to just two.So she went back to what she already knew: a webinar isn't meant to teach people everything. It's meant to shift their perspective, challenge what they believe to be true, and help them see a problem or solution differently.When she removed the extra teaching and focused on those "micro shifts," the results were dramatically different: eight sales from just 68 live attendees.In this episode, Kendra breaks down what went wrong, why teaching too much can hurt webinar conversions, and why you need to be careful about letting feedback from non-buyers influence how you market and sell.In This Episode:Why teaching too much on a webinar can actually hurt your conversionsThe difference between teaching and creating belief and perspective shiftsHow one piece of feedback from a non-buyer completely got into Kendra's headThe webinar mistake that took her from six sales to twoWhy the pitch is about giving people a reason to buy now, not convincing them that your offer is valuableHow "micro shifts" can be more powerful than giving people a step-by-step solutionWhy your webinar content should sometimes make you feel uncomfortableThe danger of empowering potential clients to DIY something they actually need support withWhy feedback from actual buyers and clients can be more valuable than opinions from people who haven't purchasedWhy you don't need to make everyone your buyer  RESOURCES:Grab the niche statement workbook: DM the words "niche workbook" to me on Instagram @kendraperryincHealth Coach Accelerator, my six month business mentorship for health coaches and practitioners: go.kendraperry.net/hca Find me on Instagram: @kendraperryincWebsite: kendraperry.net  Leave the podcast a 5-star review: https://ratethispodcast.com/wealthy 

In this episode, Tina-Marie explains how to move from a broad niche to a clear message using The Moment Map. This five-question tool helps you identify what happened in a potential client's life, what became difficult, what they're saying about the problem, what they want to change, and what kind of support makes sense now.You'll learn:How a niche differs from a clear marketing messageWhy a client's current moment matters more than a broad list of health concernsHow to use a client's own words in your website copy and contentHow to describe the practical result your coaching supportsWhat to say when someone asks, "What do you do?"How to turn one Moment Map into emails, podcast topics, and social media contentDownload The Moment Map:https://www.theconfidenthealthcoach.com/the-moment-mapDownload Certified! Now What?https://www.theconfidenthealthcoach.com/certified-now-what-guideThe How-To School for Health Coaches helps health coaches turn their training into clear offers, useful marketing, and paying clients.Join The Confident Health Coach CommunityConnect with other health coaches, ask questions, and get practical support for building your coaching business.https://www.facebook.com/groups/1617963345127083

Your niche statement is not your sales pitch, and trying to cram everything into it could actually be costing you potential clients.In this episode, Kendra Perry breaks down what your niche statement is really supposed to do, why you don't need to explain your method, philosophy, certifications, or entire approach upfront, and how to make your messaging clear enough that the right person instantly thinks, “That's me.” She also shares a simple billboard test you can use to see whether your niche statement is doing its job or trying way too hard.In This Episode:The real reason coaches cram their whole method into one sentence, and why it makes people bounce instead of followWhat a niche statement's actual job is (it is not to sell, and it was never supposed to)The "five second test" that tells you if your bio is quietly repelling your dream clientsA real, specific example of a niche statement that actually works, and why "help women lose weight" isn't it RESOURCES:Free niche statement workbook — DM "niche workbook" to Kendra on Instagram:https://www.instagram.com/kendraperryinc  Leave the podcast a 5-star review: https://ratethispodcast.com/wealthy

Today's episode is a live coaching call with podcast listener, Holly (@lumiere_photographie_ and lumierephotographie.com) who asks me all about how she should "speak to her ideal client" as the industry tells us to do.But what does that even mean as a photographer?We break all of that down in this episode with tangible, tactical, and mindset shifts that will help you do the same thing Holly has set out to do.Get all the info for Nathan's Signature Coaching Program: THE BUSINESS BLUEPRINTQuestions about the Business Blueprint? Email info@nathanchanski.co to ask Nathan directly.⭐️Get the Free Inquiry & Follow Up Email & Text Templates Here!⭐️Follow Nathan on Instagram:https://instagram.com/nathanchanski

Sari comes back from Hawaii a different version of herself, and it's obvious in every part of this session. She left in the middle of something big and came back grounded in a new way. We get into what shifted for her personally and what that has unlocked in how she thinks about her business and her work. Then we dig into the strategy, where we talk about the funnel, the opt-in to webinar path, where the data lives, and why the Instagram bio is never actually just about the bio. This is an episode where the mindset shift and the marketing conversation end up being about exactly the same thing.  In this episode, you'll hear: • What Sari did differently on this vacation that she hadn't done once in six years • The "end of the book" feeling Sari describes that so many people building something new will recognize immediately • The one question that changes everything in marketing, and why the answer will dictate so much • What I'm recommending for Sari's next steps in building our her funnel • The way you can adjust your funnel that makes it easier to build (and to collect data) that doesn't get talked about nearly enough • Why the Instagram bio is an important tool that is about SO much more than just the bio Episode Links • Follow me on Instagram • Connect with Sari on Instagram • Learn more about Sari on her website If you're enjoying the coaching you're hearing, check out my Ultimate Mini Course to Maximizing Results in 1:1 Coaching to learn the proven strategies & foundational tools for creating an in-demand container that gets your clients real results

Jesse shares an exciting new career update. And to celebrate 150 episodes, we're doing a unique AMA episode. Looking for a financial planner?  → PlanWithJesse.com First, Jesse shares an exciting new career update. He has joined a new financial planning firm - as an advisor and an owner. The new firm, Rialto, is focused on serving people JUST like those who read *The Best Interest* and listen to Personal Finance for Long-Term Investors.  Justin Peters takes the microphone around and asks Jesse the questions listeners have been sending in for months—the ones that don't quite fit into a traditional personal finance show. From career changes and family life to engineering, hiking, favorite books, pizza toppings, and what's next for the podcast, you'll get to know the person behind Personal Finance for Long-Term Investors. Along the way, Jesse also shares lessons from leaving aerospace engineering to become a financial planner, why he chose advising over becoming a full-time content creator, how he thinks about risk in his own life, and why long-term thinking extends far beyond investing. Key Takeaways: • The biggest piece of financial advice he would give differently today. • Growing up in rural New York and why Rochester still feels like home. • How the University of Rochester shaped Jesse's confidence and career. • Why Jesse chose financial planning over becoming a full-time content creator. • Favorite travel destinations, books, movies, and hiking adventures. • A preview of a potential new podcast format featuring real listener financial case studies. Key Timestamps: (01:34) – Jesse's New Chapter (04:43) – Leading with Financial Planning (07:58) – Who Are Jesse's Ideal Clients? (10:29) – Celebrating 150 Episodes (12:23) – Who's on Your Team? (13:50) – What Are Jesse's Frivolous Purchases? (15:06) – When Will Jesse Be Financially Independent? (18:06) – What's the Worst Financial Advice Jesse's Given? (20:29) – Would Jesse Ever Leave Rochester? (22:35) – What's Jesse's Family Situation? (27:24) – University, Squash, and Effort (32:32) – Space Telescopes, Engineering, and Results (37:28) – Starting The Best Interest Blog and Becoming a Financial Planner (43:03) – Why Not Just Be a Content Creator? (45:33) – Making a Career Change (50:43) – Travel (53:14) – Books and Movies (56:55) – 46 Peaks (59:00) – Jesse's Pizza Philosophy (01:00:36) – What's Next for the Podcast? Key Topics Discussed:The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Website: https://rialtowealth.com/ LinkedIn: https://www.linkedin.com/in/jesse-cramer-11b58155/ Mentions: Deep Work: Rules for Focused Success in a Distracted World by Cal Newport A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy by Burton G. Malkiel https://libbyapp.com/ https://www.harpercollins.com/blogs/authors/chris-crutcher https://bestinterest.blog/e123/ https://finconexpo.com/  More of The Best Interest:Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Need a financial planner?  → PlanWithJesse.com  The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

So you want to start selling Medicare Advantage plans, but you aren't sure what kind of clients to look for? No problem. In our newest episode, we break down some of the characteristics of what one of your ideal clients may look like.     Get Connected:

Today on the Community podcast, Kristina is joined by Puja Malhotra, founder of Roop Creative, to talk about what it really takes to build a brand and website that can grow with your business.Puja shares her journey from corporate art director to entrepreneur, the lessons she has learned through ten years in business, and why strategic branding is about so much more than choosing colours, fonts, and a pretty logo.Tune in to hear:Why saying no to the wrong opportunities can help you attract better-fit clients.When DIY branding and websites make sense, and when it may be time to invest in professional support.Why your website should be helping sell your business before someone ever gets on a discovery call.The biggest website mistakes Puja sees business owners making.Why your brand should be built around your ideal client, not just your personal preferences.How to create a brand and website you can grow into instead of constantly needing to rebrand.Why personal branding, SEO, blogging, and funnels should all be approached strategically based on your business goals.Puja also shares how the psychology behind branding, thoughtful website strategy, and the human element all work together to build trust with potential clients. They talk about creating a customer journey that feels intentional, showing up professionally online, and why your website needs to be more than a digital business card.If you are building a service-based business, thinking about a rebrand, or wondering whether your website is actually helping you attract your dream clients, this episode will help you look at branding and website strategy through a more long-term lens. Tune into this episode of Community anywhere you get your podcasts to learn how to build a brand you can confidently grow into!Connect with Puja Malhotra:WebsiteFollow Roop Creative Agency on InstagramFollow Puja on InstagramLinkedInMentioned in this episode:Try our Podcast Content MachineSend me a text!Support the showFor Your Information:• Host your podcast on Buzzsprout!•Join The High Vibe Women Online Community!• Join our favourite scheduling platform Later• FLODESK Affiliate Code | 25% off your first year!• Connect with Kristina  Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

I just manifested 5 ideal clients over 3 days using this practice and I want to share it with you

About the Guest: Kristin Andree, CFP® With 26 years of financial planning and advisory experience, Kristin Andree is a former Fortune 100 managing director who now serves as the founder of My FA Coach and creator of Advisor Edge. She has coached thousands of top advisors and firms across the industry, though she deliberately takes fewer than a dozen private clients and firms per year — typically those north of $1M in revenue. She's known for her signature philosophy: "know your people, find your people, love them hard." The Four Stages of an Advisor's Business Kristin frames every advisory practice as moving through four stages. Emerge covers the beginning, where advisors build momentum and habits. Elevate is where they start to scale and differentiate, pushing to the next level. Elite marks the shift from simply being an advisor to building real enterprise value, and Exit involves retiring, selling, or transitioning the practice to a successor. Along the way, predictable plateaus appear: the first typically hits around $250K–$350K of revenue, where advisors are working hard but not smart, and the next around $600K, where small tweaks are usually enough to get them past $1M. The Two Biggest Mistakes Advisors Make The first mistake is information overload — ideas are everywhere, but without help sorting through what actually fits your practice, market, and style, execution stalls. The second is trying to be all things to all people, failing to define a niche narrowly enough to stand out from the "sea of sameness." The fix, Kristin argues, isn't more information — it's accountability, implementation, and someone to help you eliminate everything below your minimum acceptable floor. Niche & Differentiation Most advisors can't clearly define who they serve, and "business owner" is far too broad to count. Narrow messaging is what makes an ideal client stumble onto you and think "that's me." The fear of narrowing is real, but when you go hard in your market, the other clients still show up through referrals. This matters more than ever because AI and search are changing discovery — prospects now search by their specific situation, so your messaging has to match to be found. AI in the Modern Practice Kristin uses AI daily for research and industry trend digests, and she built "Pocket Kristin," an AI coaching concierge trained on her frameworks, videos, and coaching, so Advisor Edge members can get answers between sessions. It's deliberately limited — handling practice management and languaging only, never planning, tax, or compliance topics. The real opportunity is time: AI note-takers alone can save advisors roughly 10 hours a week to redeploy toward clients. She sees a great divide in the industry, with some advisors embracing AI while others stay frozen — but as she puts it, it's a "when," not an "if." What AI Will Never Replace What technology can't touch is the human, relationship, and emotional side of advice, including the work of managing fear and greed that's hardwired into our biology. Kristin points to being present for clients in the moments that matter — recalling sitting with her aunt after a loss, where the paperwork took seconds but the human part was everything. AI can surface the strategy, but the advisor still owns implementation, accountability, and trust. The Race to Success Connection Coaching and practice management map directly to OIP's Business Throttle piston. The four growth levers — people, systems, marketing, and technology — all matter, but messaging comes before marketing. The biggest inflection is the seven-figure shift: moving from "best advisor" to business owner and CEO, building something that outlasts you. It all comes back to "slow down to speed up" — growth comes from doing the right, often hardest, things, not simply doing more.   **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

In this week's Biz Besties episode, Nicole and Kaila dive into one of the most empowering conversations for entrepreneurs: confidently showing up, sharing your offers, and enrolling clients without letting doubt, comparison, or judgment hold you back.They break down why perfectionism, trying to prove your qualifications, and listening to naysayers can silently drain your energy, and how to reclaim it so you can attract the clients and opportunities that align with your purpose.Whether you're a new entrepreneur or scaling your business, this episode will help you feel confident and magnetic while taking action to grow your income and impact.What You'll Take Away From This Episode:How to confidently own your expertise and show up as the CEO, founder, or creator you already are.Why certifications, degrees, or outside validation don't define your ability to serve your clients.How to manage critical voices in your life and protect your energy while growing your business.Why comparison and scarcity thinking can silently block sales and momentum.The fastest way to get traction: asking for referrals, connecting with your network, and taking aligned action.How to create a system of repeated outreach that feels good and generates consistent results.Why your net worth grows alongside your network, and how to leverage relationships for growth.By the end of this episode, you'll have a clear mindset framework and actionable strategies to stop doubting yourself, stop overthinking, and start confidently enrolling clients who are the perfect fit for your business.Take our FREE quiz to find your fastest path to making more money in your business: https://www.myalignedpurpose.com/quizPre-order our book: https://www.myalignedpurpose.com/presaleSave your seat to our Book Launch Party: https://www.myalignedpurpose.com/partyGrab your ticket for SHE LEADS 2027: https://www.myalignedpurpose.com/she-leads-2027Try the Home Flow Method with Meg: https://wholesyum.ca/pages/wholesyum-services

There should be a difference between the content you post for free and the content people actually pay you for. Use Jill's IDEA framework for social media content: Inform (teaching-based posts that showcase expertise), Document (real-time glimpses into your daily life that build human connection), Entertain (relatable, self-deprecating content tied to your ideal client's stage of life), and Ask (engagement-driving polls that "train the click" and boost DM conversations). Personal branding isn't about hyper-specific avatars like "Sharon, a mom of two who makes $60k a year," but about authentically embodying who your ideal client already is. Therefore, your paid content should be laser-focused on solving problems, while free content builds the trust and relatability that gets people to buy in the first place.    Get on the waitlist for FBA: https://jillfitfree.com/fba-waitlist/   Jill is a fitness professional and business coach who effectively made the transition from training clients in person and having no time to build anything else to training clients online and actually being more successful. Today, Jill helps other coaches to do the same.   Connect with me! Instagram: @jillfit | @fitbizu Facebook: @jillfit Website: jillfit.com

When you're starting something new, it's easy to think you need to have your ideal client, offer, messaging, and business idea all figured out before you take action. But what if talking to people could actually help you figure those things out?In this episode, I'm talking with my friend, fellow mom entrepreneur, and founder of Desk Plant Creatives, Joanne Homestead, about market research and why it doesn't have to be complicated or intimidating. We break down what market research conversations actually look like, who to talk to, what questions to ask, and what to listen for.For more information, transcript, and show notes, click here: jenna.coach/118 Join me for a free consultation by clicking here: https://mom.jenna.coach/apply You're invited to join us every 2nd Thursday for my free Mom Entrepreneurs Circle. Sign up here: https://mom.jenna.coach/circle Keep up with me on LinkedIn here: https://www.linkedin.com/in/jenna-rykiel and Instagram here: https://www.instagram.com/jrykiel3 If you enjoy the show, please follow, rate, review, and share the podcast! Your support helps the show reach moms just like you who are ready to quit their 9-to-5 in pursuit of a life and business they love. Click here for instructions on how to leave a review: https://jenna.coach/podcast/podcastlaunch

What should you actually be doing to get consistent clients? Instead of giving you another giant list of marketing strategies, I'm taking you behind the scenes and building my own Ideal Client Magnet in real time. I'll show you how I'm mapping out the marketing for my business using my green, yellow, and red marketing framework alongside drips, drizzles, and deluges—and, more importantly, how I decide what to prioritize first. Because you probably don't need more marketing strategies. You need to understand what's already working, where the gaps are, and how all of your marketing connects so that people can actually move from finding you, to trusting you, to paying you. What You'll Learn in This Episode: How I'm building my own Ideal Client Magnet in real time The difference between green (growth), yellow (nurture), and red (sales) marketing What I mean by marketing drips, drizzles, and deluges Why I prioritize sales marketing before growth How to identify what's already working before adding new strategies Why your marketing needs to work as an interconnected ecosystem How I use forever content as the nucleus of my nurture strategy The marketing strategies I'm focusing on right now to grow the Consistent Clients Club The exact order I recommend using to build your own Ideal Client Magnet Links & Resources: Free Ideal Client Magnet Training: https://courtneychaal.com/masterclass Consistent Clients Club: Details coming soon. If you're listening while the Founding Members offer is available, DM me on Instagram or email me for details. Minimally Viable Marketing: https://yay-for-business-with-courtney-chaal.simplecast.com/episodes/the-power-of-minimally-viable-marketing Forever Content: https://yay-for-business-with-courtney-chaal.simplecast.com/episodes/the-state-of-content-marketing-in-2026-why-forever-content-is-the-future Instagram: @courtneychaal Email: hello@courtneychaal.com

Krista Karpan is the CEO and Co-Founder of Milked Media, a performance marketing agency that has spent nearly a decade helping ecommerce brands scale through paid media, creative strategy, and retention marketing.This episode tackles a shift few marketers have caught up to. Interest based targeting on Meta no longer works, and creative has become the real lever for reaching the right audience.Krista walks through how her agency structures Meta and Google campaigns for new and scaling brands, the metrics that actually indicate a winning ad, and why static images still outperform video in categories like fashion. She also breaks down attribution overlap, marketing efficiency ratio, and the supporting systems, from social proof to email nurture, that determine whether paid traffic ever converts.For founders and marketers relying on ad platforms to carry the business alone, this conversation is a reset on what actually drives profitable growth in 2026.Website: https://expanio.com/Podcast website: https://expanio.com/commerce-untold-podcast/Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/YouTube: https://www.youtube.com/@CommerceUntoldGuest: Krista Karpan, CEO and Co-Founder, Milked MediaKrista Karpan's LinkedIn: https://www.linkedin.com/in/kristakarpan/Milked Media: https://www.milkedmedia.com/Key Takeaways: • Interest-based targeting on Meta no longer works; creative and messaging now determine who sees your ad • Static images still outperform video in categories like fashion, despite the industry's obsession with video content • A brand's Facebook and Instagram profile functions as a landing page and can cost a sale before a visitor ever reaches the website • Marketing efficiency ratio (spend divided by revenue) cuts through inflated platform-reported attribution better than raw ROAS • New ecommerce brands should structure nearly all campaigns around a sales objective rather than brand awareness until spend scales significantly • Meta ads are one piece of an ecosystem; without organic social, email marketing, and a conversion-ready site, ad spend underperformsChapters:[00:30] The Origin of the Milked Media Name[02:14] A Personal Story: Business Owner and Mom of Four[03:31] Why Interest-Based Targeting Stopped Working[06:18] The Metrics That Signal a Winning Ad[09:39] Static Images vs Video: What Actually Performs[11:02] Meta's Partnership Ads and the UGC Marketplace[12:30] Diagnosing Creative vs Targeting vs Site Issues[15:35] Structuring Campaigns for a New Product Launch[18:06] Why Meta Ads Alone Are Not the Full Solution[21:40] Realistic Conversion Rate Benchmarks for 2026[22:15] Winning Meta's Performance Campaign of the Year[24:48] Solving the Attribution Puzzle Across Platforms[28:05] Milked Media's Ideal Client and Ad Spend Minimums[30:19] Where to Find Krista and Milked Media

Are you struggling to take your company to the next level despite having the right systems in place? In this episode of The Leverage Podcast, marketing expert turned healing coach Jen Thompson shares how to scale your business by identifying and overcoming self-limiting beliefs. If you want to achieve true business growth, the secret might not be a new software tool, but rather looking inward to heal your inner child. Many high achievers hit a roadblock in their careers because they unconsciously get in their own way. While traditional consulting focuses heavily on operations and staffing, sustainable scaling requires deep personal development and emotional intelligence. Jen explains how her background in running a marketing agency helped her realize that internal blocks like imposter syndrome often sabotage strategic plans. We also dive into how modern tools like artificial intelligence act as an accelerator for agile teams, allowing entrepreneurs to delegate tedious tasks and focus on creative vision. By pairing automation with a healthy mindset, you can quickly scale your business without losing your peace or sanity. Learn why not all money is good money, how to avoid shiny object syndrome, and why letting your team fail forward is the ultimate shortcut to success. If you need a VA to take the busywork off your plate, pop a time on the calendar here: https://bit.ly/4z0rwlO Personal development for entrepreneurs Overcoming imposter syndrome Emotional intelligence in leadership Website: jensillygirlpsygirl.com Phone: 517-862-6671 00:00 - Introduction to Guest Jen Thompson 01:10 - Shifting from Operations to Inner Child Healing 02:45 - The Value of Having Coaches and Mentors 04:03 - Using AI and Automation to Build Agile Teams 06:12 - Identifying the Ideal Client and Roadblocks for High Achievers 07:38 - The Role of Emotional Intelligence and Maturity in Leadership 08:33 - Finding True Leverage and Agility in Business 09:50 - Overcoming Shiny Object Syndrome and Easy Button Traps 12:21 - Learning the Hard Way: Why Not All Money is Good Money 15:11 - What Entrepreneurs Consistently Underestimate About Capacity 16:10 - Current Tech Trends and the Future of AI Integration 19:19 - Lightning Round: Favorite Business Books, Habits, and AI Tools 22:45 - The Visionary vs. Integrator Dynamic 23:57 - Closing Thoughts: The Importance of Failing Forward #BusinessGrowth #MindsetCoaching #TheLeveragePodcast #ImposterSyndrome #Entrepreneurship #BusinessScaling #AIInBusiness

In this episode, New York-based interior designer Tina Ramchandani answers a question from a  designer whose firm is attracting plenty of potential clients—just not the ones she wants in her pipeline. Ramchandani jumps in with advice on finding the messaging that authentically conveys your firm's value, tactics for filtering out unqualified leads, and the annual reset that helps crystallize her ideal client. This episode was sponsored by Four Hands. LINKSTina RamchandaniKaitlin PetersenBusiness of Home

Great client relationships don't happen by accident — they're built on a specific set of qualities that, when present, free everyone up to do their very best work. And when those qualities are missing, you feel it in every meeting, every revision round, and every deliverable. The difference between a good project and a great one often has less to do with the brief and more to do with the relationship itself. In this episode, we break down the attributes that define the ideal client, explore what the perfect client relationship looks like, and give you a framework for defining your own “wish list.”

Most practice owners are sitting on data that could tell them exactly who their best clients are, whether their pricing is working, and when they are ready to grow, yet they have no idea this information is something every practice owner can access and use. Data that could tell you so many insights about your private practice? And then some practitioners adn service providers collect this information and never really look at it. And when they do look, they are not always sure what questions to ask or what patterns to pay attention to. The good news is that the same data you are already gathering for your marketing insight can reveal some important things about your practice that go way beyond marketing. It can also help you make clearer, more strategic decisions about how you run and grow your business.Listen in to learn:How to read the data to give you answers about the future of your practiceWhat to look for in your numbers changes everything5 things your consult call data can tell you about your practice and none of them are about marketing. If you are ready to stop guessing and start making decisions from real data, this episode is for you. Listen in and hit follow on the podcast so you never miss a lesson. Be sure to check out the resources mentioned on our show notes page at http://marketingyourprivatepractice.com/182, including the free client consult tracker you can download to get you started. Click here to send Kathy a text message about this Episode

Private events may be the most overlooked revenue stream in hospitality. In Episode 222 of On The Delo, Delo sits down with Samia Kohler, Founder of Event Sphere Solutions and creator of SPHERE, to explore how restaurants, bars, hotels, wineries, breweries, and event venues can unlock significant revenue through smarter private event sales. From 18 years in hospitality across France, Shanghai, Hong Kong, and now Phoenix, Samia breaks down how the right system can turn any space with four walls, food, and beverage into a revenue machine.This conversation goes deep on the difference between chasing tables and building an experience, why so many restaurants leave event revenue on the table, and how Samia built her own software after finding no CRM truly made for hospitality. She shares how her clients have seen a 189% increase in event sales, how the platform buys back 20+ hours a week, and how she built AI directly into the system so even a busy GM can capture leads around the clock without losing the human touch. If you run a restaurant, bar, or hospitality group and want a smarter way to grow revenue, this episode is packed with real, usable perspective.Chapter Guide (Timestamps)(0:00 - 2:06) Welcome and Meeting Samia Kohler(2:06 - 6:02) Hospitality Around the World: France, Shanghai, and Hong Kong(6:02 - 11:48) How She Got Into Hospitality and the Private Event Sales Gap(11:48 - 15:54) Building Event Sphere Solutions and Learning the Tech(15:54 - 21:05) How It Works: Pricing, Commission, and a 189% Sales Lift(21:05 - 26:11) Ideal Clients and Buying Back 20+ Hours a Week(26:11 - 29:15) AI in Hospitality: Sphere and Sphere Plus(29:15 - 33:27) Non-Negotiables and Scaling Beyond Arizona(33:27 - 38:15) Rapid Fire and Delo's Close

Today, I'm walking through something I call the Ideal Client Origin Roadmap. It is a simple exercise that traces your best clients back to their true root, not just the last touch point before they signed. By the end of this episode, you will understand why this matters and have a clear way to start mapping it for your own business. >>> Whenever you are ready, here are 4 ways we can help you reach your revenue goals faster...#1 Unlock the full potential of your marketing engine. We'll provide you and your team with the direction, insights, and tools necessary to excel in the complex landscape of modern marketing. - Marketing Advisor On Call#2 Discover the marketing strategies & tactics that will guide your next quarter and unlock explosive growth in 90 minutes. - Quick-Start Marketing Strategy Game Plan#3 Discover a tailor-made strategy for unprecedented growth to transform your marketing in 30 days. - Unlock Your Growth Opportunities#4 If you need guidance on the most effective direction for your marketing, then schedule a call with us today! - Get Your Free Discovery Call Now

Send Rita a text with your thoughts!Get your ticket to Client Callout:   https://strategictravelentrepreneurpodcast.com/client-callout/Join us for the ultimate content and marketing camp in 2027: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776You don't need to market to everybody, and trying to is why your marketing feels so hard right now. I'm walking you through exactly how to figure out your right fit client as a travel advisor, from my own journey landing on cruise retreats to the onion layer exercise I use to peel back what your ideal client actually values. We're talking about why niching down makes your discovery calls easier, your lead magnets write themselves, and your referrals stronger. Plus I'm sharing details on my upcoming Client Callout workshop, where you'll walk away with social media posts built around the client you actually want to work with. If your marketing has been trying to please everyone, this one's going to change how you show up online.Questions this episode answers:Why isn't my travel marketing working even though I'm active on social media?How do I niche down without losing potential clients?What is the onion layer exercise for finding your ideal client?How do I figure out what type of trips I should specialize in selling?Why does niching down make discovery calls and proposals easier?What questions should I ask to define my ideal travel client?How do I use my own personality and interests to find my travel niche?Can I still book other types of trips if I niche down my marketing?Enjoy and take action!---------------------------------------------------------------Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.Website:  https://strategictravelentrepreneurpodcast.com/everything/Socials:LI: https://www.linkedin.com/in/ritaperez19/IG: http://www.instagram.com/steeryourmarketingFB: https://www.facebook.com/groups/strategictravelentrepreneurs/ Email:rita@steeryourmarketing.com

Subscribe to the YouTube channel here: https://www.youtube.com/@allieireevesFollow / dm me on IG here: https://www.instagram.com/allieireeves

Seth Godin said "choose your customers, choose your future" and he couldn't be more right! Today I talk about the massive importance of indeed choosing who you want to serve and how affects the success of your business. READ MORE HERE

Most consultants and coaches waste months of their lives (and thousands of dollars) trying to craft the "perfect offer" defining their ideal client profile, mapping pain points, and packaging their services into a neat bundle. And they still end up guessing at what people want to buy.Here's the truth: an offer isn't a package or a program. It's a proposal and a price. And you can create an irresistible one in under 5 minutes.In this episode, I walk you through The 5 Minute Offer, a simple tool that gets your offer off your to-do list and gets you talking to real buyers today.You'll learn:What "offer" actually means (and why treating it like a product on a shelf keeps you stuck)Why you don't need a method, framework, or process to start sellingThe thoughts you MUST be thinking about your own skillsetWhy you should sell WHY your work matters, not HOW you deliver itThe two (and only two) ways to structure how you deliverHow simplicity speeds up your buy cycle and makes you MORE credibleThis episode is part of the Summer of Sales series.Join me LIVE on July 23 at 1pm ET for Land Your Next $10K Client in 30 Days — where I'll cover where to find buyers, what to offer them, and how to close the deal. Save your spot: chrisdonohoecoaching.com/independence

Episode 227: Stuck at the Same Level in Your Coaching Business? Get That Fixed Here: https://go.digitaltrailblazer.com/7-dollar-biz-auditYour customers are now asking ChatGPT and Claude for recommendations before they type into Google — and if your brand doesn't show up, you lose the sale before you knew you were in the running. Even businesses with a decade of strong SEO are getting outranked by newer competitors.In this episode, Jenna Hannon teaches us how to fix that: why your website, not Reddit or LinkedIn hacks, is the real foundation AI models learn from, how to find the questions customers are asking, why clean structure beats long-form content, and which off-page signals actually move the needle.About Jenna Hannon: Jenna is the founder and CEO of Hatter, an AI search agency that combines software and expert service to help brands get found inside ChatGPT, Perplexity, Gemini, and Google's AI Overviews. She was the first marketing hire at Uber Eats and has served as a fractional CMO to Multisensor AI ($MSAI), FORM Kitchens, and Kyte.Get Your Visibility Audit HERE: https://app.gethatter.ai/ai-searchConnect with Jenna: https://gethatter.ai https://www.linkedin.com/in/jennahannon/ https://x.com/JennaHannonWant to SCALE your online business bigger and faster without the endless hustle of networking, referrals, and pumping out content that nobody sees?Grab our Ultimate Ad Script for Coaches, Agencies, and Course Creators.Learn the exact 5-step script we teach our clients that allows them to generate targeted, high-quality leads at ultra-low cost, so you can land paying customers and clients without breaking the bank on ad spend.Grab the Ultimate Ad Script right HERE - https://join.digitaltrailblazer.com/ultimate-ad-script✅ Connect With Us:Website - https://DigitalTrailblazer.comFacebook - https://www.facebook.com/digitaltrailblazerTikTok: https://www.tiktok.com/@digitaltrailblazerX (Twitter): https://x.com/DgtlTrailblazerInstagram: https://www.instagram.com/DigitalTrailblazer

Episode Summary Building a successful business isn't about getting everything right the first time. In this episode of the Work at Home Rockstar Podcast, Tim Melanson sits down with Brian Samson, founder of Plugg Technologies, to discuss the lessons he's learned growing three different companies from zero to $4 million in annual recurring revenue. Brian shares how listening to customers led him to pivot his business, why founder-led sales became one of his greatest advantages, and how embracing entrepreneurship changed the trajectory of his career. The conversation also explores practical business topics including cash flow management, avoiding costly long-term commitments, choosing the right business tools, and learning from peer groups. Brian explains why he believes Latin America has become an increasingly attractive option for nearshore hiring and how businesses can scale remote teams while improving collaboration and communication. Whether you're launching your first business or preparing to grow your team, this episode offers practical insights from someone who has learned through experience. Who is Brian Samson? Brian Samson is the founder of Plugg Technologies, a leading nearshore firm connecting Latin America talent with U.S. companies. Brian has spent 10 years focused on nearshoring, including living as an expat in Argentina. As a founder, he has grown three separate companies from $0 to $4 million ARR each. Prior to Plugg Technologies, he served as VP of Talent for several San Francisco-based technology companies, including one IPO and one acquisition. He holds an MBA from UCLA. During the conversation, Brian shares how he evolved from an independent recruiter into a business owner, why learning sales became one of his greatest strengths, and how helping businesses build effective remote teams has become the focus of his work. Connect with Brian Samson Website: https://plugg.tech Podcast: https://nearshorecafepodcast.com LinkedIn: https://www.linkedin.com/in/briansamson/ Email: brian@plugg.tech Host Contact Details Website: https://workathomerockstar.com Facebook: https://www.facebook.com/workathomerockstar Instagram: https://www.instagram.com/workathomerockstar/ LinkedIn: https://www.linkedin.com/in/timmelanson/ YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast Twitter/X: https://twitter.com/workathomestar Email: tim@workathomerockstar.com Timestamps 00:00 Welcome and Guest Intro 00:19 Success Story and Entrepreneur Journey 03:42 Finding Product Market Fit 05:33 From Bullpen to Remote Work 07:09 Big Mistake Hiring Sales 10:28 Sales Mindset for Founders 14:19 Cash Flow and Spending Lessons 20:19 Favorite Business Tools 22:05 Learning Through Peer Groups 26:13 Why Latin America Now 27:28 How Plug Technologies Works 32:28 Ideal Clients and Hiring Stage 34:11 Engagement Process and Pricing 35:35 Rockstar Questions and Wrap Up Disclaimers Business Advice The ideas shared in this episode reflect Brian Samson's personal experiences as an entrepreneur. Every business is different, so consider your own goals and circumstances before applying these strategies. Hiring & Outsourcing Brian shares his experience working with nearshore teams in Latin America. The best hiring approach depends on your business, industry, and specific needs.

Ever tried to sell everything and ended up selling nothing? In this episode, Cathy shares the simple burger shop story that explains why clear, specific messaging makes it easier for coaching clients to say yes. You will discover why narrowing your focus does not lose clients, how the right people recognise themselves faster, and why recognition will always beat persuasion.

In this fan-favorite episode of Design Business Freedom, I'm talking directly to interior designers who are ready to stop hiding inside their business and start being seen, found, and hired by ideal clients. You'll learn how perfectionism, weak marketing, accidental referrals, and unclear positioning can quietly keep your interior design business from growing with better clients, bigger projects, and more profit. So many talented designers are waiting for the perfect logo, the perfect process, the perfect social media plan, or the perfect confidence before they show up. This episode teaches you how to come out from behind the curtain, use relationship-driven marketing, own your unique design expertise, and create visibility that attracts affluent interior design clients. In This Episode You Will Learn: How to recognize the hidden ways perfectionism is stalling your interior design business growth Why logos, business cards, and mission statements are not what get interior designers hired How to stop relying on accidental word-of-mouth and build predictable marketing engines Why Design Business Freedom listeners need to become visible, memorable, and magnetic to ideal clients How to use relationships, collaboration, and specialization to attract better-fit interior design projects Ready to Stop Hiding? You don't get to make magic from behind the curtain. Come out, shine the spotlight on others until you're ready to step into your own, and let yourself be seen, found, and hired. When you're ready to land ideal clients and grow profit with a proven path, grab my new book, Proximity to Profits: 50+ Strategic Locations to Meet (and Capture) Affluent Clients Timestamps: (00:00) Welcome to this Design Business Freedom fan favorite (01:27) The many ways designers hide inside business (02:51) How perfectionism sabotages creative business success (04:27) What you actually need to be in business (05:44) Why clients care more about results than mission (07:58) How processes become a hiding place for designers (10:23) Why designers are not truly competing with each other (11:02) How personal connection helps ideal clients hire you (12:36) Why word-of-mouth marketing can keep you stuck (14:10) How inconsistent social media weakens visibility (16:22) Why relationships deliver revenue for creative entrepreneurs (18:37) How to network by shining the spotlight on others (20:11) Why getting out of the house grows business (23:26) How specialization helps designers earn more with ease (28:17) Why done beats perfection every time Key Takeaways: Perfectionism keeps interior designers invisible when visibility is what creates profit. Your ideal clients hire you for connection, resonance, expertise, and trust—not your logo. Interior design business growth requires consistent marketing, stronger relationships, and selective client attraction. When you stop hiding and specialize in your genius, your business becomes easier to grow and more profitable. About Melissa Galt: Melissa Galt is an award-winning business coach, marketing consultant, speaker, and interior designer with more than 30 years of experience helping interior designers build profitable, scalable, and sustainable businesses. Through Design Business Freedom, Melissa shares proven Interior Design Business strategies, Interior Design Marketing insights, leadership training, pricing expertise, and growth systems designed to help designers attract better clients, increase profitability, and create lasting success. Connect with Melissa: Instagram Facebook Linkedin Website  

Most businesses don't have a marketing problem—they have a strategy problem. In this episode, John explains why focusing on tactics without a clear marketing strategy leads to wasted time, inconsistent messaging, and stalled growth. Learn how defining your ideal customer, clarifying your positioning, and aligning your team around a shared strategy can transform your results. Discover how a focused, system-driven approach to marketing strategy can bring clarity, improve execution, and drive sustainable business growth. 00:00 Why Marketing Strategy Still Fails 02:30 Ideal Clients, Positioning, and Growth 04:21 Strategy First in a Day 09:33 Who It's For and How to Get Started Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

Build an online fitness coaching business that attracts ideal clients instead of chasing viral views. In this video, I explain why focusing on going viral could actually be damaging your online fitness coaching business and what you should be building instead.

Caleb talks with branding expert John Dalton about how contractors can move beyond basic advertising and build a brand that actually connects. Dalton explains why strong branding starts with the customer's emotional experience, not just a list of services. He shares the importance of "Clarity plus Consistency," the value of vehicle wraps for tradespeople, and why simple, direct messaging beats clever marketing every time. Key Takeaways: Sell the emotional experience and the "feeling" your work provides rather than just the technical features of your service. Prioritize your vehicle wraps as your most valuable marketing asset by ensuring they are clear, clean, and legible from a distance. Adopt a "less is more" philosophy by removing at least one unnecessary element from every design to improve clarity and reduce cognitive overload. Ensure absolute consistency across your brand by using the exact same fonts and color tones for every customer-facing piece of media. Embrace humility by admitting when you lack expertise in areas like marketing and proactively seeking guidance from professionals to grow. Connect with Auman Landscape

Episode Summary In this episode of the Work at Home Rockstar Podcast, Tim Melanson chats with Kirsten Graham, CEO, business coach, and outsourcing specialist at Six Figure Business Coaching. Kirsten shares how a decade of mentoring self-employed business owners unexpectedly evolved into a coaching business that gave her the flexibility to support her family during a difficult season and ultimately led her down an entirely new entrepreneurial path. The conversation explores the realities of building a business, including hiring mistakes, outsourcing lessons, pricing challenges, and the importance of understanding your numbers. Kirsten also shares practical insights on bookkeeping, virtual assistants, business systems, AI tools, and why many entrepreneurs unknowingly create their own glass ceiling by trying to do everything themselves. Who is Kirsten Graham? Kirsten Graham is the CEO of Six Figure Business Coaching and an outsourcing specialist who helps service-based entrepreneurs simplify and scale their businesses through coaching, financial clarity, and strategic outsourcing. With a background in real estate, mortgage lending, and business ownership, Kirsten spent years mentoring self-employed business owners before turning that experience into a coaching business. Today, she helps entrepreneurs build stronger foundations through systems, outsourcing, bookkeeping support, and business coaching. Connect with Kirsten Graham Website: https://sixfigurebusinesscoaching.com/ Less Math More Money: https://lessmathmoremoney.com/ Host Contact Details Website: https://workathomerockstar.com Facebook: https://www.facebook.com/workathomerockstar Instagram: https://www.instagram.com/workathomerockstar LinkedIn: https://www.linkedin.com/in/timmelanson YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast Twitter: https://twitter.com/workathomestar Timestamps 00:00 Welcome and Guest Intro 00:32 From Real Estate to Coaching 02:53 Charging for Your Strengths 03:58 Turning Advice Into Offers 04:59 Outsourcing Gone Wrong Lessons 08:51 Entrepreneur Mindset and Learning 14:00 Pricing and Financial Clarity 19:14 Outsourcing Bookkeeping VAs 21:42 Building Trust and Training 24:34 Tools GoHighLevel Stack 25:31 Tools and CRM Stack 25:53 Trello for Focus 26:30 Shiny Object System 27:25 AI Tools and Guardrails 30:58 Cross Checking AI 32:39 AI and Virtual Assistants 36:01 New Bookkeeping Offer 38:01 Love Your Profit Mission 39:43 Who They Help and SOPs 41:10 Ideal Clients and Saying No 41:57 Where to Learn More 42:39 Rockstar Favorites 43:35 Idea Spaces and Travel 45:29 Wrap Up and Thanks Disclaimers Business Education Disclaimer The ideas shared in this episode are based on personal experience and business coaching perspectives. Every business is different, so listeners should evaluate strategies based on their own situation. Financial Discussion Disclaimer This episode includes discussions about bookkeeping, pricing, cash flow, and business finances. It is intended for educational purposes only and should not be considered accounting, tax, or financial advice.

Are you struggling to attract new clients through your social media content? In this episode, I dive into the secrets that helped my clients 5X their monthly income by focusing on what I call “outer circle content.” Learn why your current strategies may not be working and discover the shifts you need to make in your content to reach new, ideal clients for your business.Download my Content Buddy Tutorial to create 10 pieces of content from a single live video or podcast! DM me “buddy” on Instagram @fastforwardamy or click here.This episode was originally published in October 2024 so references of dates and seasons might be outdated, but the content and strategies are not.You want to make money on Instagram, but you're not sure what needs to be in place to make that happen. In the Instagram Income Map, a PDF workbook, you discover the 8 building blocks that determine whether you can sell online products on Instagram, from offer to conversion to content, including a self-scan that shows you exactly what you need first. Go to fastforwardamy.com/incomemap and you'll receive it instantly.Follow me on Instagram for more business and mindset tips: instagram.com/fastforwardamyDiscover my free trainings and ebooks: fastforwardamy.com/freeresources

Step into Episode 216 of On The Delo as Delo sits down with Roland Wood III — a Phoenix-born, west-side-raised finance veteran who went from staff accountant to CFO across some of Arizona's most recognized restaurant concepts, including Grimaldi's and Square One. Roland pulls back the curtain on what a CFO actually does, why the best ones never win a popularity contest, and how "if the math doesn't math" sometimes the answer just has to be no.From navigating 50 Grimaldi's locations during a financial restructuring and securing $6–7M in COVID relief programs for Square One, to breaking down food cost management, inventory tech, marketing ROI, and the real value of fractional CFO services for growing hospitality groups — this conversation is packed with honest, practical perspective that operators, owners, and industry professionals rarely get to hear. Roland also unpacks why cutting quality to save margin is a long-game trap, how to use fixed pricing agreements to avoid supply volatility, and why "you will never save your way to prosperity."Chapter Guide (Timestamps):(0:00 - 1:50) Delo's New Book: Risky Business & Intro to Roland Wood III(1:51 - 5:06) Roland's Background, West Side Phoenix & the Restaurant Scene(5:07 - 9:28) School, ASU, Early Career & How Roland Landed in Restaurants(9:29 - 13:54) What a CFO Actually Does: Banking, Cash Flow & Hard Conversations(13:55 - 17:22) Grimaldi's: 50 Locations, Capital Structure & Food Cost Differences(17:23 - 21:38) Inventory Tech, ERP Systems, Cogswell, Craftable & Portion Decisions(21:39 - 25:09) Food Pricing Strategy, Fixed Agreements & Hedging Against Volatility(25:10 - 27:52) Marketing ROI: How Finance Holds Marketing Accountable for Traffic(27:53 - 32:28) Square One: COVID-Era Entry, Multi-Concept Finance & Barrett's Portfolio(32:29 - 34:47) Fractional CFO Services: Who It's For, Ideal Client & the Value Proposition(34:48 - 42:21) Rapid Fire + Roland's Finance Philosophy: Invest, Don't Just Cut(42:22 - 42:43) Delo's Close, Book Promo & Podcast Sponsor Mention

Everyone wants to jump straight to keywords. I get it—it feels productive! But skipping the prep work first is one of the biggest SEO mistakes I see.In this episode, I'm breaking down exactly how to get started with SEO the right way—including the 3 questions you have to answer before you touch a single keyword. This is literally the order of operations I walk people through in the SEO Sprint!Whether you're brand new to SEO or you've tried it before and it didn't stick, this one's for you.→ Join the next SEO Sprint (starts June 22): https://brittanyherzberg.com/5-day-seo-sprint-intensive → Keysearch (*affiliate link): https://keysearch.co/?via=copybyb→ Get the full show notes here: https://brittanyherzberg.com/blog/how-to-get-started-with-seo-the-right-way——

If you've been hearing "I need to think about it" at the end of your discovery or sales calls more often than you'd like, this episode is going to change how you think about that response entirely. It's not a price objection or a personality type and it's definitely not proof that your offer isn't good enough. In this episode you'll discover five specific reasons warm leads aren't converting to paying clients and the one simple adjustment that starts shifting your close rate immediately.

Your ideal client is looking for you right now! The only question is whether she can actually find you, or whether she walks right past because you are trying to be everywhere at once.If you have ever asked which platforms are best or where you should start as you build your online business, this episode is for you.Consider:The better question to ask before you choose any platformThe three doors every midlife woman entrepreneur can choose fromA simple test to reveal which one is actually yoursWhy going all in on one beats trying to be everywhereFind your door this week. Then come back for part two, where we build your online presence.⁠Meet me inside the Redlo Women Network⁠⁠My book, Step Forward⁠⁠My Website⁠Keep stepping forward!

Welcome to another episode of the Marketing That Leads Podcast. Today, we delve into the invisible coach problem and why creating more content isn't the answer. I'm sharing how strategic blog content helps you show up on Google, AI search, and in front of ideal clients who are already looking for your help.Here's what to expect from this episode:Why your content isn't discoverableThe difference between performing and searchable contentHow blog posts generate daily leadsWhy AI search makes blog content essentialMy 3-part blog system for visibility and sales⁠

Stop trying to “manifest” the perfect client and start talking to real people... Are you stuck in “Path 1”? Many soulpreneurs spend months (or years) trying to define their ideal client profile, building an audience from scratch, and creating offers for a “persona” that might not actually exist in the real market.In this video, I share why you don't actually need to understand your ideal audience in the beginning. In fact, trying to “perfect” your niche before you have clients is often just an exercise in illusion.What you'll learn in this video:Path 1 vs. Path 2: Why the traditional way of building an audience is the “hard path” and how to take the easier, more authentic route.The “Dance with the Market”: How to shift from a hobbyist mindset to a true partnership with the people you can already reach.The Power of Your Current Network: Why your “Facebook friends,” old colleagues, and email contacts are a goldmine for market discovery.Heart-Centered Pivot: How to “shape-shift” your offerings based on true empathy and what people are actually spending money on.The 10-Client Rule: Why you can only truly define your “Ideal Client” after you've worked with a handful of real people.If you've been feeling isolated in your “garage” working with AI to find the perfect words, this is your wake-up call to return to the heart of service. Real business happens in conversation, not in contemplation. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit georgekao.substack.com

"I'm not a techy person, Brittany." I heard this SO many times recently—on coaching calls, in DMs, everywhere! And every single time, I want to shake them (lovingly

Welcome to episode 200 of Community Capital! We are grateful to the Brighton community for four years of support that made this milestone possible. To mark the occasion, Rob sits down with Erica Ancel, Director of Operations at Next Steps 4 Seniors, a senior living referral and placement company serving families across Michigan. Erica talks about what it really means to navigate the senior space, why no two placements are ever the same, and what it takes to be the calm voice when a family is in crisis.   Timestamps 00:00 Welcome and Next Steps 4 Seniors 01:03 Erica's Journey to Senior Living 03:53 Origins of Next Steps & Memorable Placement 06:18 Crisis Management and Holistic Care 08:18 Reach, Ideal Clients, and Contact 11:03 Unique Situations and Closing Remarks Guest Links Website: https://nextsteps4seniors.com/ Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Charleston, SC on June 1st & 2nd? Visit: https://www.10xvets.com/events ____ John Lynch is the Founder of Imprimis Financial, where he advises business owners, professionals, and Service Academy graduates on asset management, estate design, and tax-efficient wealth strategies. After serving as a field artillery officer and company commander during the Gulf War era, he earned his MBA in finance from NYU and began his career at Barclays and First Union before launching his own practice in Charlotte. Over the years, John has been working alongside private banking teams supporting large estates while building a discretionary investment model focused on disruptive technologies. With a foundation in institutional finance and technical trading, he leverages AI tools to help clients refine their goals and implement coordinated wealth strategies. In this episode of the SABM podcast, Scott chats with John about: A Career Built on Reinvention: John shares his transition from Army leadership to institutional finance and ultimately building his own advisory practice. Managing Disruptive Technology Investments: How he evaluates companies like Nvidia and Tesla using both fundamentals and technical entry points to manage volatility. Using AI to Enhance Decision-Making: Leveraging artificial intelligence to analyze portfolios, compare insurance structures, and accelerate strategic planning. The Team-Based Wealth Model: Why high-net individuals need integrated advisors working together rather than operating in silos. Tax Strategy as Alpha: Creating value through liquidity management, estate design, and tax-efficient structures, not just investment returns.   Timestamps: 01:10 West Point to Army Career 02:56 MBA and Trading Roots 04:14 Building the Advisory Practice 05:36 Disruptive Tech Portfolio Model 07:49 How He Picks Entries 10:35 Ideal Clients and Service Grads 13:23 Ultra Wealth Team Planning 16:59 Using AI in Practice 22:04 Growth Goals and Legacy Shifts Connect with John: LinkedIn | John Lynch  jlynch@imprimis-financial.com  www.imprimis-financial.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to John for joining me this week. Until next time! -Scott Mackes, USNA '01  

Send me a message Most agents who say "I don't know what to post" don't actually have a content problem. They have an audience problem.If you can't picture the exact person you're posting for, you'll keep throwing content at the wall hoping something sticks. Nothing will. The algorithm won't help you. Your followers won't engage. And no clients will ever come from it.This episode is a tactical, step-by-step walkthrough on how to identify your ideal audience and then post the right stuff to actually get business from social media in 2026.In this episode:The questions to ask yourself to nail down exactly who you should be posting forWhy most agents pick an audience that's way too broad (and why that kills their content before it ever has a chance)The one-sentence formula that turns a vague idea of your audience into a real person you can create forThe 6 content categories that give you endless ideas once you know who you're talking toHow to figure out which platforms your ideal client actually uses so you stop wasting time posting in the wrong placesWhy mistake-avoidance content outperforms almost everything elseThe mistake I made in my own business that cost me years of growth, and how to skip past itIf your social media isn't getting you clients, this episode is the fix. Take notes, do the work, and watch what happens.Get the Clients From Social Mini Course: (50% off): http://www.massiveagentsociety.com/course Use Promo code: PODCAST50***********************RESOURCES :Free "Clients From Social" Masterclass - Learn the new formula top agents are using on social media to attract 5+ new closings, month after month. REGISTER HERE: https://members.massiveagentsociety.com/free-masterclass-registration?utm_source=podcast_notesMassive Agent Society on Skool - My coaching community giving Realtors the exact blueprint (and handholding) to attract 5+ new clients, every single month. CLICK HERE: https://www.skool.com/massiveagentsocietyManychat PRO - Automate your Instagram DM's and Get 30 days of Manychat Pro for FREE - CLICK HERE REAL Broker - Learn how we can be business partners and build a business together @ ΓEA⅃  Broker- CLICK HEREPLEASE LEAVE A REVIEW on APPLE PODCASTS or SPOTIFY

If your pipeline is weak, it's easy to assume your messaging is the problem.So you tweak your positioning. Rewrite your offers. Refine your niche. Rework your elevator pitch.And still… no predictable flow of ideal clients.This episode breaks down why “fixing your messaging” is often the wrong focus and how it keeps you stuck in analysis instead of creating real opportunities.You'll learn how to tell if messaging is actually your bottleneck or if you're avoiding the real issue that drives pipeline growth.What you'll learn:Why “I need better messaging” is the most common (and misleading) diagnosisThe messaging refinement loop and how it delays revenueThe real reason your pipeline isn't convertingThe two factors that consistently create qualified client opportunitiesHow to diagnose: messaging problem vs. conversation problemWhen messaging actually does need fixing (and how to do it fast)A simple rule to stop overworking your messagingHow to start more client conversations immediatelyIf you've been stuck refining instead of landing new clients, this will help you redirect your focus and build momentum.Timestamps for Key Moments: [03:15] – Why consultants default to “I need better messaging” [08:20] – The messaging refinement loop and how it stalls your pipeline [14:10] – The real belief keeping you stuck (and why it feels logical) [21:30] – The 2 factors that actually create a consistent consulting pipeline [25:00] – How to diagnose: messaging problem vs. conversation problem [30:05] – When messaging does need fixing (rare, but important) [32:40] – The 90-minute messaging rule [34:50] – How to create more client conversations starting todayResources Mentioned:Companion Resource: Read Chapter 6 in Melisa's book, Grow Your Consulting Business: The 14-Step Roadmap to Make Your Independent Consulting Goals a Reality, https://www.amazon.com/dp/B0CSXJBGVB Full Show Noteshttps://shownotes.melisaliberman.com/episode-268Want More?• Melisa's Books, Planners & Journals: https://linktr.ee/melisaliberman• Get Melisa's Book: https://www.melisaliberman.com/book• Visit Melisa's Website: https://www.melisaliberman.com/ • Follow on LinkedIn: https://www.linkedin.com/in/melisa-libermanWant help achieving your consulting business goals? Melisa can help. Click here for more on coaching tailored to you as an independent consulting business owner.

What if just the 10 'right' people seeing your content could grow your firm faster than 10,000 random viewers? Growing an advisory firm doesn't always require reaching the largest audience. In many cases, the right audience—clearly defined and intentionally engaged—can be far more powerful than broad visibility.  Justin Brownlee has built a $500 million RIA serving just 75 households by targeting a specific niche and using LinkedIn with intention. In this episode, we break down how he created focused blog and podcast content for his ideal target client, strategically built a LinkedIn network inside target companies, and prioritized quality engagement over vanity metrics.  Listen in to hear why Justin focuses on revenue-per-client as a key business metric, how his fixed-fee model attracts high-net-worth clients while increasing asset consolidation, and how Justin weathered the challenging early months of business ownership on his path to success.  For show notes and more visit: https://www.kitces.com/482