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Eric establishes the theme of the 365 Reckoning, an annual self-audit designed to assess personal and professional growth over the previous year. He challenges listeners to stop living in a reactionary mode and instead approach the upcoming year with ruthless discipline and intentionality. A central point of the audit involves breaking the limiting "contractor conspiracy" mindset, advising them to price their services based on the successful business they aspire to be, rather than their current limitations. To facilitate this transformation, Eric suggests the tactical One-One-One Rule (daily decisions, weekly improvements, and year-long peer group commitment) to emphasize that large-scale change results from compounding micro-wins. Triplet stresses the necessity of immediate action, urging you to begin the difficult work now during the "separation season" rather than drifting until the New Year, underscoring the vital role of accountability for sustained success. Key Takeaways: Avoid living in a reactionary mode and be intentional about your actions to prevent drifting into chaos. Make and strictly keep the commitments you declare and contract with yourself. Plug into a peer group for accountability as sharing your goals makes you significantly more likely to achieve them. Implement the One-to-One-to-One rule by making one positive decision daily and focusing on one improvement or skill weekly. Begin charging towards your goals right now, using the final weeks of the year as a separation season rather than waiting for January 1st.
In this fourth installment, James shares a collection of clips focused on policy loans and how they work in real life. He highlights how access to capital, disciplined loan repayment, and the policy owner's actions ultimately drive performance and support long-term financial control. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.
Links & Mentions: Consult booking link: www.dryazdancoaching.com/consult Email me: DrDYazdan@gmail.com Make more money video: www.dryazdancoaching.com/MDM Follow me for more tips: (@DrYazdan) www.instagram.com/dryazdan and (@DrYazdanCoaching) www.Instagram.com/dryazdancoaching
Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM Alax Cox shares how Microsoft Copilot is reshaping productivity, compliance, and workflow automation for business and tech professionals. Learn practical strategies for maximising ROI, overcoming adoption barriers, and building robust AI governance. This episode delivers actionable insights for leaders and teams integrating AI into daily operations.
Achieving balance is not about a ‘perfect sense of calm', but is about learning how to realign when you are pulled off-centre, according to Dr Farnaaz Sharief. She says that part of resilience is about ‘small, intentional pauses' that can help you manage your energy and regain your clarity and focus.In this podcast, Dr Sharief talks to MIMS Learning editor Pat Anderson about practical steps that GPs and other healthcare professionals can take – acknowledging how they are feeling and making adaptations based on that.Educational objectivesAfter listening to this podcast, healthcare professionals should be better able to:Understand the concepts of balance and resilienceCreate small moments of recharge in their daily practiceBe mindful of fuel and hydrationUse the ‘ABCD' framework to regain clarityImplement the ‘3 Cs' for good quality sleepAddress the ‘barrier of guilt' to prioritise self-careYou can access the website version of this podcast, along with a list of key learning points, on MIMS Learning - and make notes for your appraisal.MIMS Learning offers hundreds of hours of CPD for healthcare professionals, along with a handy CPD organiser.Please note: this podcast is presented by medical editors and discusses educational content written or presented by doctors, nurses and other healthcare professionals on the MIMS Learning website and at live events.MIMS LearningSubscribe to MIMS LearningHarnessing conflict for growth: strategies for healthcare teamsWellbeing masterclass Hosted on Acast. See acast.com/privacy for more information.
The United Nations Climate Summit has come to a close, and their plan is to simply wait out the Trump administration. Though Trump has called climate change a “con job,” the UN keeps moving forward, bankrupting the West brick by brick and COP by COP, explain The New Americans’ Alex Newman and Andrew Muller on ... The post UN Plans to Wait Out Trump to Implement Climate Agenda appeared first on The New American.
David: Hi, and welcome to the podcast. In today's episode, co host Jay McFarland and I will continue our discussion about the AI Approach to Multiply Your Sales. This is part four in our series, and today we'll be talking about learning, segmenting, and the Three Ds. Welcome back, Jay. Jay: Hey, thank you so much, David. I really, really enjoyed this. I know I’ve said that in previous podcasts, but it’s true. After each one, I’ve gone into my own business and I’m like, okay, I got to apply this and apply that because these conversations are of such value. So I appreciate your time. I love this. And hopefully it’s been helpful to everybody else. David: I’m glad, I feel the same way, and I’m really looking at this almost like a mini-course. If people were to put together these four episodes and say, “How much of this stuff am I doing in my business?” You can probably implement some things very quickly that can probably help you get some great results. Jay: 100%. David: All right, so let’s do the quick review. And again, what we’re talking about here is we asked AI what will help you to multiply your business because that’s been a focus of our conversations recently. AI came back with some different responses, and then we’re talking about what AI says and how we’re able to help implement those things in business with our clients. And so let’s just recap. Number one was refine your target audience. Number two, develop a compelling value proposition. Number three, optimize your marketing channels. That was our first episode on that topic. In episode two, we covered points four, five, and six. Number four was enhance your customer experience. Number five, implement a referral program. And number six, leverage the power of content marketing. In episode three of this series, we hit utilize upselling and cross selling strategies, which was number seven. Analyze and optimize your sales funnel, which was number eight, and invest in customer relation management software, CRM, which was number nine. Now we’re going to be doing 10, 11, and 12. Eleven and 12 are really bonus because originally I asked it for 10 and then I realized that doesn’t break out well if you’re doing three in a podcast. So I went back to the AI and I said, give me two more. And it did. So we’ll be talking about numbers 11 and 12 in this podcast as well. So number 10 in the list of things that AI says will help you to multiply your sales is: 10: Continuous learning and adaptation. Stay updated with industry trends, attend relevant workshops or conferences, and be open to adapting your sales strategies to meet changing market demands. Well spoken AI! Continuous education. It’s a good call! Jay: It is, and some professions actually require it. But again, that continuous education is often on a service or a specialty or things like that. It’s not really on customer service or the technology or things like that. I feel like in that regard, so many of us are a hamster on a wheel. You know, we’re just trying to keep up with what today is giving us. We’re putting grease on the squeaky wheel and we don’t have time to really think about staying up on, you know, all the latest trends and those kind of things. David: Yeah. And a lot of people just don’t like continuing education, because they feel like so much of it is platitudes. It’s like, I already know this stuff. I already know it, right? But knowing what to do is very different than knowing how to do it. And that’s really what I’ve been trying to differentiate in this series of podcasts is that, yes, these are great statements. Continuous learning. That sounds great. But what are you learning? Are you learning things that you can implement immediately? Are you putting in place processes that will allow you to start getting results right away so you can gauge those results and then adapt, change, or tweak the process as you go to make sure that it’s working for you? So once again, we’re focusing on all the little details that make these general recommendations profitable. Jay: You know, I don’t know where I get it. I think I get it from my dad, but I am on a never ending quest to make things more efficient. I am always looking for the next software, the next device, the next system. I’ve done it since I was 15. My first job was in a burger barn at an amusement park. And I was watching how they put everything on the grill and what they would do is they’d cover the whole grill with burgers And then they would flip them all at the same time, and then they would pull them all off at the same time, and while they’re preparing them, the grill is sitting there empty. And so the line would move, and then it would stop, and I’m like, this is crazy. Put down two rows, wait a second, put down two, put down two, and at 15, I changed the whole thing. I’ve been doing that stuff my whole life, so I I love the tech. I love the next thing. And I’ll spend weeks and months finding the right thing knowing that it’s going to improve my business for years to come. David: Yeah, and that really goes to the point. The words that the AI used , it said continuous learning and adaptation. Jay: Yes. David: And what you’re talking about there is adaptation and implementation. Adapting the system to be able to get the result that you want Jay: Yes. David: So that everything gets better for everybody. Beautiful thing. Jay: Yeah, KPIs, Key Performance Indicators, that’s kind of what we use nowadays. And we’ve talked about this in previous podcasts, understanding every aspect of your business and knowing how you can influence it and adapt it. Because you can’t adapt, if you don’t know the reality of what’s going on. And I’ve worked for so many companies where management has no clue what’s happening on the front lines. And so we’re asking them, we’re begging them to adapt. Or they have software built by engineers who aren’t on the front line and we’re pulling our hair out because it doesn’t answer any questions. It makes life harder for us. David: Right. And unfortunately, a lot of it boils down to not knowing what to do and not knowing how to do it. “Yes, this is a problem, but I don’t know how to fix it. I don’t have time to think about how to fix it. Therefore, soldier on, keep moving, keep working. Good luck with that.” And so much of this, and even this point, continuous learning and adaptation is about identifying those small hinges that swing the big doors. And so much of what we do with our clients is about doing just that. Finding what is a small and obvious fix to a problem that could have been plaguing a company for literally months or years. You fix it in 10 minutes with a one sheet piece of paper that says, “Do it this way,” and they implement it, and they immediately start to see better results. So, I think in terms of, okay, this is what AI suggests, this is how we end up getting it done. So that’s number 10, continuous learning and adaptation. 11. Targeted Marketing Campaigns. Develop targeted marketing strategies tailored to specific customer segments. This approach ensures that your marketing efforts resonate deeply with your intended audience, leading to higher conversion rates. Once again, a lot of buzzwords in that sentence. A lot of really good recommendations in that sentence, but a lot of confusion too. Jay: Yeah, absolutely. Can I brag for a minute? David: Please do. Jay: I want to brag for a minute. So a lot of people know that I’ve just recently started an accounting firm that focuses on day traders and they’re taxes. And we’ve spent over a year and a half with my current company and my last company working on keywords to make sure we get the right leads from Google advertising. And David, in the last four months, I have not had one lead that is not right in the strike zone. Now, think about that. Think, I mean, that is unbelievable to me. That, and they, you know, we’re in constant contact with the company that we use. And every month they’re like, okay, how many leads were outside? What do we need to adjust? And I’m like, just keep pitching ’em, man, because they are right there. And the beauty of that is, all we have to do is adjust the volume. Right? Certain times of the year we crank that volume up, and certain times of the year we crank it down. And, wow! When we have the secret sauce, I mean, everything else is just gravy at that point. David: Exactly. And what you’re talking about really ties back to point three, earlier in our conversation, which is about optimizing your marketing channels. Jay: Right, right. David: When you’re able to do that, and you combine that with what we’re talking about here in number 11, which is targeted marketing campaigns, it’s a double whammy. Because now you are getting to the right people through the stuff that you’re doing with your SEO. And your communication is better, which is something we also talked about in the first episode in this four part series. And now, when you talk about targeted marketing campaigns, to me what that means is you’re taking the communications that we’ve perfected, creating value in the communications like we talked about in a previous episode, and now you’re sequencing that communication. That’s how we describe it to our clients inside our program. You’re sequencing your communication. You’re putting together a series of messages that go out in a specific order, in a specific timeframe, so that you’re getting the information in front of them when they need it most. To me, a targeted marketing campaign is about doing that. You’re getting the right message out to the right people at the right time. Using the right targeted marketing vehicle. Jay: I love that. Sequencing the information. That makes a lot of sense to me. And I think understanding that in first contact, they might not understand your product or the need for it. But we all know if they see you a couple times, you know, what is it? You used to hear they have to see you seven times, you know, a billboard, a TV ad, or whatever that is? Meeting them where they’re at. Instead of trying to force them to be where you want them to be. It sounds to me like a great way to go. David: Yeah, no question. I remember, I think it was in the Guerrilla Marketing book, he was talking about the fact that somebody had to be exposed to your message nine times before they’d be ready to buy. And at that point, I extrapolated for myself. I said, well, what if they only see one out of every three messages I put out? To me, that means I need to do nine times three, 27. I need to get out to them 27 times before they’re going to be ready to make a buying decision. And that’s really the essence of what sequencing communication is. A lot of times we feel the need to try to tell everybody everything up front, before they even know who we are. And their eyes glaze over and like, Oh, this is too much. This person’s too full of hot air. I’m moving on. And when you sequence your communication properly, you’re dripping it out a little bit at a time. You’re giving them a little bit this time and a little more the next time, a little more the following time. And each part of it reveals a different aspect of your approach. A different aspect of the way that you do things, and the benefits that you bring to them. And if number one didn’t completely resonate, maybe number two will, and maybe number four will, and maybe number seven will. And the ones in between, if it’s good, useful information, and it’s creating value for them, they’ll still be happy to see it. They’ll be happy to look at it. But then, when you get to the ones that really resonate with them, they’re going to respond. Jay: Yeah, absolutely. And I love how you said they don’t know who we are, but I would also flip that. We don’t know who they are yet, right? And so, like you said, we’re kind of dividing their possible interest into this sequencing. And hopefully, at some point, we’re going to land on who they are and what their needs are in that moment. David: Exactly. And so much of it really becomes fun when you’re taking an approach like this. And I use the word fun a lot when I’m talking with my clients. Because I figure if what we’re doing is not actually fun, we’re not doing it right. Because if it’s miserable, if it’s a big old slog and we can’t stand it, Let’s face it, they’re not going to do it. But when you’re able to make it fun by taking the appropriate action with the appropriate people at the appropriate time, everything gets a lot easier and a lot more fun. Jay: Absolutely, absolutely. David: All right, so number 12, this is the last one on our list. And this is: 12. Data Driven Decision Making. Leverage data analytics to understand customer behavior, preferences and buying patterns. Data driven insights empower you to make informed decisions, refine your strategies, and optimize sales processes. Many words. Jay: Yeah, and again, how do you extrapolate that out into your own business? I know this is something we work on constantly. I don’t think there’s ever going to be a point where you’re like, “okay, got that one done,” right? It’s got to be constant. David: Yeah, and once again, going back to the idea of simplification, which is a really big part of what we do with people, boiling it down to its essentials. Data driven decision making, to me, and this is what I refer to as the 3 D’s at the beginning of this podcast, data driven decisions, right? To me, that means that you are making your decisions based on the right information, the actual information, not what we think might be right, not what we feel, oh, I feel like I should do this. What does the data say? What’s working well? What are the things that we’ve done in the past that have worked well? What are the things we’ve done in the past that have not worked as well? How can we continue to replicate the things that we did that did well? Do adaptations on those, to be able to continue to move that needle forward. How can we avoid the mistakes that we made in the past based on what we’ve done and the responses that we’ve gotten? To me, that is the essence of data driven decision making. And if you look again at the AI description, leverage data analytics to understand customer behavior. That just means looking at what are the customers doing based on what you’re sending out? Leverage data analytics to understand customer behavior, preferences, and buying patterns. Okay, so that’s all the same. Data driven insights empower you to make informed decisions. Right, your decisions are now informed. They’re not just decisions, right? And then it says, refine your strategies and optimize sales processes. It allows you to do all of that. So, I would argue that this one, data driven decision making, is essentially a combination of all of the above. Because when you’re implementing the things that we talked about over this series of podcasts, and you’re gauging the results, you’re tracking it down, you’ve got the tracking sheets or however it is that you’re keeping track of what’s going on, and you’re making the decisions based on, not what you think is going to work or what you think might work, but what actually is working, everything becomes a lot easier. Jay: Yeah, absolutely. Can I give you a bad example of not using data? David: Sure, I love bad examples!. Jay: So, I worked for a national pizza chain. I’ll give you a hint, Pizza Pizza. Still family owned, even till today. And one day the daughter of the owner came up with this brilliant idea that people wanted bigger pizzas. I don’t know if you remember this. It was called Bigger is Better. So they forced every franchisee to go out and retrofit all of their ovens. Buy new pans. The whole thing probably cost five grand per business to just do this. And they of course marketed behind it. Guess where all those pans are? They’re sitting on top of the walk in refrigerators. Because there was no data, it was not driven by anything more than a feeling. And it was just the most ridiculous effort I’ve ever seen. And that’s some of the problems you can get into with a family run business, because you are making gut feeling decisions instead of looking at the data. David: Yeah, I’d love to say it’s just family run businesses, but wow, New Coke. Two words, right? Jay: Yeah. David: This kind of thing just happens everywhere. And some things just seem like a really good idea. Hey, wow. If they like this one, they’ll probably like that one when you say it out loud. Sure. It seems reasonable. And if the marketing was right and if the people wanted it, then that would have worked, but we just don’t know. So data driven decision making is also a big one. All right. So in terms of sort of wrapping this up, because we’ve been doing this now over a period of four podcasts over four weeks. I feel like we touched on a lot of really good topics. I feel like we were able to dive deep in terms of some of the how, of how to do these things. And I’m hoping that the people who have actually paid attention through each of these episodes got some really solid ideas on specific things they can do to grow their sales and profits. If that’s the case, and if you’d like to have a conversation about how we can help really just Implement this stuff inside your business, go to Topsecrets.com/call. Let’s have a conversation. See if we can help. If we can, we’ll let you know. If we can’t, we’ll let you know that too. There is zero pressure on these calls. It’s about identifying the primary areas where you need help, providing recommendations on what you can do and how you can do it, and then saying, all right, if you want to do it by yourself, you can do that. If you want to do it with us, you can do that, but you have the option. So hopefully that makes sense. And if you’d like to do it, TopSecrets.com/call. Jay: Yeah, I love it. And I’ll just kind of add my feedback on this series of podcasts. I’ve learned a tremendous amount. I’ve applied a bunch. But one of the things that stands out to me, is that you don’t have to do it alone. And I think sometimes we see it as weakness, right? I should be able to run this all. I should be able to do it all. Yeah, maybe, maybe. But there are people who have gone before you. There are people who’ve spent, David, how many years have you spent doing this and refining this and, and talking to customers? So, I mean, it’s just a great service. Again, just speaking out loud about it has made such a difference for me. So, I’m a huge fan of what you do and I hope people will recognize your sincerity, that it is just a call, and you do have a very strong desire to help. And you help a lot of people. David: Well, thank you. And we never try to push anyone into our programs. All we’re looking to do is we’re looking for the right fit. If you are a smart, focused, motivated business owner, and you are determined to get from here to there, then we probably want to work together. If you’re not good with making decisions, if you’re kind of iffy or wishy washy, then it’s probably not going to be a good fit. And in many of the calls, we can get two thirds of the way through the call and recognize pretty early on it’s not a good fit. At which point we’ll say, yeah, I don’t think we can help you. You know, maybe you can try this resource or that resource. So, it’s really not about us trying to sell you into anything. If we can work together, great. If we can’t, that’s perfectly fine too because we’ll know, right? We’ll have the conversation, and we’ll both know! You’ll know, “oh, it’s not a good fit,” I’ll know, it’s not a good fit. And you get closure, which is beautiful. If you’ve been thinking about scheduling a call and just haven’t, there’s no closure, right? Have the call. It’ll be a thumbs up or a thumbs down. Either way, it’s great. You’ll have a great experience. We’ll have a great conversation, and I hope you do it. Jay: Yeah, and listen, there’s no reason to be a salesperson when your product is great, and yours is. So, David, I love our conversations, and thank you so much for your time today. David: Thank you, Jay. Ready to Multiply Your Sales? If so, check out the five primary ways we help promotional product distributors grow: Just Getting Started? If you (or someone on your team) is just getting started in promotional products sales, learn how we can help. Need Clients Now? If you're already grounded in the essentials of promotional product sales and just need to get clients now, click here. Want EQP/Preferential Pricing? Are you an established industry veteran doing a significant volume of sales? If so, click here to get End Quantity Pricing from many of the top supplier lines in the promo industry. Time to Hire Salespeople? If you want to hire others to grow your promo sales, click here. Ready to Dominate Your Market? If you're serious about creating top-of-mind-awareness with the very best prospects in your market, schedule a one-on-one Strategy Session here.
V 97. epizóde JERGY Talks privítal Jergy Davida Gavalu, vizionára, podnikateľa a spolumajiteľa Cestovnej kancelárie DAKA. David, známy svojou dobrou náladou a radostným prístupom k životu, hovorí o tom, ako sa na problémy pozerá ako na príležitosti na riešenie, o svojich podnikateľských začiatkoch a neuveriteľnej transformácii jeho firmy, ktorá vznikla doslova na gauči v obývačke v malej obci pri Bratislave - v Kalinkove.Zistite, prečo je David odjakživa podnikavý, ako ustál krízy a prečo si myslí, že CK DAKA môže byť už do 10 rokov najväčšia cestovná kancelária v počte prepravených klientov.Kľúčové témy a časové značky:0:00:00 Úvod a Davidov entuziazmus: "Nefičím na ničom, len na čokoládke a dobrej nálade". Čo mu robí radosť.0:02:40 CK DAKA: Čo to je a ako vznikla. Cestovná kancelária, ktorá plní cestovateľské sny za dostupné ceny.0:04:15 Riziká podnikania v cestovnom ruchu a vplyv globálnych kríz.0:09:00 Rýchle zmeny a charakteristika Davida.0:12:00 Davidove podnikateľské začiatky v detstve.0:15:30 Predaj prvého projektu za 50 000 Sk0:16:30 Zoznámenie s manželkou Katkou.0:22:00 Vydávanie školského časopisu.0:25:30 Koľko je "Plus mínus autobus"? Ceny autobusov.0:28:40 Spracovanie nápadov a myšlienok + Biznis nápad, ktorý našťastie zrušili.0:35:00 Ako nájsť dôveru v manažment? 0:41:30 CK DAKA na trhu: Top 10 v obrate, TOP 5 v počte klientov (60 000 prepravených). Cieľ: Byť najväčšia cestovná kancelária v počte klientov do roku 2033.0:45:00 Vlastný bar ako najväčší "fail".0:49:00 Mystery shopping Davida Gavalu: "Utajený šéf" v autobuse.0:52:00 DNA firmy CK DAKA: Človečina a rodinná atmosféra.1:00:00 HOBBY: Amatérske divadlo a rola striptéra v komédii Donaha.1:07:30 Rada pre ostatných: Veriť v lepšie zajtrajšky a hľadať riešenia, nie problémy.1:08:40 Dôležitosť koučingu a sebareflexie.1:13:00 Lídérsky štýl.1:14:30 Implementácia systému do riadenia firmy.1:16:30 Budúcnosť v komunálnej politike.1:19:00 Sny a zodpovednosť voči 1 000 ľuďom závislých na CK DAKA.1:20:30 Záverečné posolstvo: Nebojte sa plniť si svoje sny.Vychutnajte si tento inšpiratívny rozhovor plný úprimnosti, motivácie a cenných rád pre osobný aj profesionálny život!
Episode Summary: In this episode, Sunny Burns shares his journey to financial independence. After leaving a lucrative government job, he discusses the strategic choices that led to his success in real estate, alternative income streams, and how he's living a fulfilled life with his family of seven. Sunny emphasizes the importance of financial education for children and gives practical strategies for similar aspirants. Key Topics & Timestamps: 00:00:00 Introduction Brad introduces Sunny Burns, bringing listeners up to speed on his prior appearances and his financial journey's highlights. 00:01:31 Sunny's Journey to FI Sunny discusses his transition from a mechanical engineer position to achieving financial independence at 35 and living a 'stay-at-home family' dream. 00:06:33 Homeschooling and Financial Education Importance of financial literacy for children. Sunny's approach: establishing Roth IRAs for his kids and using the 'bank of dad' method for teaching savings (1% interest). 00:19:20 The Power of Real Estate Sunny explains the advantages of real estate investments, emphasizing control and cash flow. His success with 11 rental units contributing significantly to his net worth. 00:37:10 Traveling as a Family Insights on funding travel through Airbnb, which allowed Sunny's family to travel while earning more than they spend (e.g., $2,300 made by renting out their house while biking 360 miles). 00:46:37 Maximizing Travel Rewards Discussion on the importance of flexibility in travel plans to maximize travel rewards and points. 00:54:10 Closing Thoughts Emphasis on the joy of being a stay-at-home family and living life on their terms. Key Takeaways: Invest in Financial Education: Teach children about money management early using strategies like the 'bank of dad' method. Optimize Income Streams: Consider renting out your home (e.g., through Airbnb) while traveling to subsidize travel expenses. Real Estate as a Viable Investment: Maintain control over personal finances through rental properties which can produce consistent income. Flexibility Equals Opportunity: Travel smartly—being flexible can maximize travel rewards and opportunities. Actionable Steps: 00:07:28 Implement a savings incentive model like the 'bank of dad.' 00:38:44 Explore renting out your home on Airbnb as a potential income source while traveling. 00:20:31 Look into real estate investment as a means to create a steady stream of passive income. Key Quotes: "Achieving financial independence means spending quality time with family." - Sunny Burns [Timestamp: 00:53:37] "Turn your home into a source of income while traveling." - Sunny Burns [Timestamp: 00:38:44] "Financial education starts early; equip your kids with Roth IRAs." - Sunny Burns [Timestamp: 00:07:26] Resources: Sunny's Site - Wealth-building resources. YouTube Channel - Family financial education insights. Airbnb Listing - Look into Sunny's rental for travel information. Discussion Questions: What financial independence lessons resonated most with you from Sunny's journey? [Timestamp: 00:54:54] How can we better involve our children in financial education? [Timestamp: 00:07:26] What are your thoughts on using Airbnb as a funding strategy for travel? [Timestamp: 00:38:44]
Episode Summary: I recently decided to go back into a weight loss phase, and in this episode, I'm telling you exactly why. Spoiler alert: it's not because I hate my body or feel like a failure—it's because of what I learned about how excess body fat impacts your brain, your long-term health, and your everyday clarity, energy, and decision-making. We'll talk about: Why "feeling fine" can actually be a red flag if it keeps you stuck in complacency What I'm changing—even though I was already eating well and exercising How excess fat reduces brain volume, blood flow, and function (even if you feel healthy) Why your brain is absolutely capable of healing and what it needs to do that The real meaning of anti-inflammatory weight loss (and it's not just about food) I'm also answering some of the biggest questions that come up around inflammation and weight, including: Can you heal your brain if damage has already been done? What if you know you need to lose weight but you're just not ready? What if you're overwhelmed and don't know where to start? How do you even know if inflammation is a problem for you?
Angel Studios https://Angel.com/HermanJoin the Angel Guild today where you can stream Thank You, Dr. Fauci and be part of the conversation demanding truth and accountability. Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/Todd Bulwark Capital https://KnowYourRiskPodcast.comBe confident in your portfolio with Bulwark! Schedule your free Know Your Risk Portfolio review. Go to KnowYourRiskPodcast.com today. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bonefrog https://BonefrogCoffee.com/ToddThe new GOLDEN AGE is here! Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.LISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeJulie Barrett, founder of Conservative Ladies of America, joins the show to talk about how digital ID is looming over the head of Americans, and how Republicans are going to help implement it.Episode Links:According to Bill Gates, digital ID and digital currency are both necessary tools for granting people access to voting, financial services, healthcare, and education.Here comes digital id for the states, probably soon in Canada. Republicans and conservatives here will cheer it on, I'm sure, all too fight the evil immigrants that your government brought here on purpose. Cause problem fix it with authoritarianismSenators Introduce Bill to Create Digital Identity for All AmericansBill Gates praises India's "digital public infrastructure"—a combination of biometric digital ID, bank accounts and payments—as "foundational" for keeping tabs on farmers, monitoring people's health records and helping with "climate problems".Bill Gates Calls for Digital ID "Systems & Behaviors" to Combat "Misinformation". "The U.S. is a tough one because we have the notion of the First Amendment. And so what are the exceptions? ... I do think over time...you're going to want to be in an environment where the people are truly identified … We're going to have to have systems and behaviors that we're more aware of who says that, who created this?"
Does soot in the airway always mean an immediate intubation? Join our Burn Team as they debunk common myths surrounding inhalation injury and distinguish true airway threats from superficial flash burns. We break down critical management strategies, from the 'HAM' protocol to ventilator management, and explain why these patients require massive fluid resuscitation. Tune in to master these high-stakes clinical decisions and ensure you are ready for your next burn patient. Hosts: - Kathleen Romanowski – University of California Davis Hospital, Shriners Hospital Sacramento - Laura Johnson – Grady Memorial Hospital - Lauren Nosanov – Grady Memorial Hospital - Victoria Miles – Louisiana State University Health Science Center, University Medical Center New Orleans Learning Objectives: - Recognize the clinical features and diagnostic challenges of inhalation injury in burn patients, including differentiation from thermal airway injury and flash burns. - Apply evidence-based criteria to guide intubation and ventilatory management, including the avoidance of unnecessary intubation. - Implement key principles of supportive care and complication prevention, including fluid resuscitation, pharmacologic therapies, and long-term airway considerations. References: - Hope E Werenski, Anju Saraswat, James H Holmes, John K Bailey, Is Burn Center Admission Necessary After Home Oxygen Ignition Injury?, Journal of Burn Care & Research, 2025;, iraf189, https://doi.org/10.1093/jbcr/iraf189 - Kathleen S. Romanowski, Tina L. Palmieri, Soman Sen, David G. Greenhalgh, More Than One Third of Intubations in Patients Transferred to Burn Centers are Unnecessary: Proposed Guidelines for Appropriate Intubation of the Burn Patient, Journal of Burn Care & Research, Volume 37, Issue 5, September-October 2016, Pages e409–e414, https://doi.org/10.1097/BCR.0000000000000288 https://pubmed.ncbi.nlm.nih.gov/26284640/ - Walker PF, Buehner MF, Wood LA, Boyer NL, Driscoll IR, Lundy JB, Cancio LC, Chung KK. Diagnosis and management of inhalation injury: an updated review. Crit Care. 2015 Oct 28;19:351. doi: 10.1186/s13054-015-1077-4. PMID: 26507130; PMCID: PMC4624587. https://pubmed.ncbi.nlm.nih.gov/26507130/ Please visit https://behindtheknife.org to access other high-yield surgical education podcasts, videos and more. If you liked this episode, check out our recent episodes here: https://behindtheknife.org/listen Behind the Knife Premium: General Surgery Oral Board Review Course: https://behindtheknife.org/premium/general-surgery-oral-board-review Trauma Surgery Video Atlas: https://behindtheknife.org/premium/trauma-surgery-video-atlas Dominate Surgery: A High-Yield Guide to Your Surgery Clerkship: https://behindtheknife.org/premium/dominate-surgery-a-high-yield-guide-to-your-surgery-clerkship Dominate Surgery for APPs: A High-Yield Guide to Your Surgery Rotation: https://behindtheknife.org/premium/dominate-surgery-for-apps-a-high-yield-guide-to-your-surgery-rotation Vascular Surgery Oral Board Review Course: https://behindtheknife.org/premium/vascular-surgery-oral-board-audio-review Colorectal Surgery Oral Board Review Course: https://behindtheknife.org/premium/colorectal-surgery-oral-board-audio-review Surgical Oncology Oral Board Review Course: https://behindtheknife.org/premium/surgical-oncology-oral-board-audio-review Cardiothoracic Oral Board Review Course: https://behindtheknife.org/premium/cardiothoracic-surgery-oral-board-audio-review Download our App: Apple App Store: https://apps.apple.com/us/app/behind-the-knife/id1672420049 Android/Google Play: https://play.google.com/store/apps/details?id=com.btk.app&hl=en_US
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Phase VII is where you finally get to roll out the Implementation Master Plan to do the work necessary to get your aspired Desired State into place. During Implementation, you will be monitoring both the process of change--the way in which the project is being led and how the organization and your stakeholders are taking on the Desired State's requirements. You will also be monitoring the Desired State solution you are putting into place. You will likely be actively course correcting or adjusting either the change process or your content solution as the change unfolds. Hosted on Ausha. See ausha.co/privacy-policy for more information.
In this Thanksgiving special, James and his son Jake sit down to talk gratitude, family, and the simple principles that make life and IBC work. They also touch on the recent IUL conversations in the news and revisit Nelson's timeless insights. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.
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Committee completes study of Beacon corridor After nearly two years of work, the citizen committee studying the Fishkill Avenue corridor in Beacon this week released a 26-page final report whose broad range of recommendations spans zoning, viewsheds, housing and transportation and is supplemented by more than 100 pages of maps and appendices. Appointed by Mayor Lee Kyriacou in January 2024, the committee was asked to develop concepts and proposals for the northeast section of Beacon, an area that includes Fishkill Avenue (Route 52), Fishkill Creek, residential neighborhoods and former industrial sites. If constructed, the Beacon-to-Hopewell Junction rail trail would follow the dormant Metropolitan Transportation Authority rail line through that part of the city and toward the Town of Fishkill. "This has been a forgotten area of Beacon," said Pam Wetherbee, the City Council member who represents Ward 3, which includes the corridor. "There's so much potential. It's really like a hidden gem." Committee members met monthly, and in March held a public workshop attended by about 80 people. Committee Chair J.C. Calderon, who presented the report to the council on Monday (Nov. 24), said he saw the group's work as a "forensic study" of conditions in the 1.2-mile stretch from Blackburn Avenue (at Ron's Ice Cream) to Prospect Street (at Industrial Arts Brewing Co.). The report isn't meant to be "definitive or final in its recommendations," he wrote in the introduction, but a tool for city leaders, present and future, "to envision a future that encompasses the best interests" of Beacon. Thirty recommendations are spread across numerous categories, some sorted by location, others by topic. Timing runs the gamut, from short-term suggestions that can be taken up in 2026 to longer-term issues that the city will address as it refines a vision for the corridor. Some the city has already taken up. To encourage pedestrian-friendly growth around Fishkill Avenue, the committee earlier this year suggested "quick fixes" prohibiting new self-storage facilities, drive-thrus, gas stations, car washes, auto lots and repair shops. The council banned drive-thrus citywide in May and regulated self-storage facilities in June. Below are notable recommendations; some have been shortened due to space limitations. Industrial corridor (Fishkill Avenue east out of Beacon) Have industrial property owners improve the character of their sites with enhanced landscaping and alternative fencing without chain link or barbed wire. Remove self-storage facilities as a permitted use and consider restricting other "low-value or nuisance" uses. Evaluate the addition of employment-generating or green-manufacturing uses. Mixed-use corridor (State Street to Blackburn Avenue) Create a new Fishkill Avenue zoning district or extend the General Business district. Support uses such as office, retail, multi-family housing, restaurants, recreation and health care. Prevent over-concentration of any single use. Prohibit fast-food restaurants and self-storage businesses. Limit or gradually phase out autocentric uses. Allow buildings up to four stories, provided that the fourth story is recessed to reduce visual impact. Consider limiting height to three stories in viewshed areas. Evaluate Tallix and The Yard sites for infill development. Groveville (the historic neighborhood east of the train tracks) Implement a Groveville Historic District. Upgrade roads to city standards with sidewalks and trail connections. Improve Groveville bridge to enhance pedestrian and bike access to Liberty Street. Integrate housing through higher-density infill development while balancing open space preservation. Housing Retain multi-family housing as a permitted use within the mixed-use area and permit multi-family for future redevelopment proposals for the Tallix site. Regarding affordable housing, the group said that Beacon's existing requirement to designate 10 percent of new developments (of 10 units or ...
In This Deep Dive Episode:We're tackling the hardest and most expensive problem in chiropractic growth: getting from “great idea” to “real implementation.”Drawing from a powerful masterclass by Dr. Noel Lloyd and insights from clinics just like yours, we cover:
Welcome to another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Steve Selengut discuss the core differences between finance and accounting, and how to build income independence. Learn about the four key financial risk minimizers and the importance of an abundance mindset in investing to achieve financial freedom from Roger and Steve. In This Episode: 00:00 Introduction to the Show and Guest 01:20 Finance vs. Accounting and Diversification 04:49 Path to Income Independence 07:25 Defining Income Independence and Mindset 09:05 Scarcity vs. Abundance Mindset 13:38 Diversifying Beyond Business and Selling Practices 19:20 Four Financial Risk Minimizers 24:29 Pre-tax vs. Post-tax Retirement Decisions 27:03 How Much to Invest & Importance of Early Start 31:39 Department Store Analogy for Investing 35:31 Accounting Professionals & Client Wealth Building 40:02 Guiding Lights and Life Changes from Investing 42:39 Mindset as Key Takeaway & Closing Thoughts 49:53 Universal Accounting Resources and Invitation Key Takeaways: Distinguish between finance (asset growth, income production) and accounting (tax optimization for money and processes). Diversify investments outside of your primary business to create multiple income streams for retirement. Adopt an income-focused mindset, prioritizing dependable cash flow over market value fluctuations. Implement the four financial risk minimizers: quality security selection, broad diversification, consistent income production, and timely profit taking. Consider Roth accounts for younger individuals and match employer 401k contributions, investing additional savings into a personal income-focused portfolio. Featured Quotes: "Income independence is the point in time where it doesn't matter to you whether the stock market is going up and down or interest rates are trending upward or downward." — Steve Selengut "My focus is not so much on the value of the stuff, but the income that it produces." — Steve Selengut "More income, really. There's an expression right on the COVID of the book, Retirement Money Secrets. It says, Market Income fuels the yacht. You got to get there." — Steve Selengut Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: To learn more about Steve and what we discussed today feel free to check out his website: https://theincomecoach.net/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
You think you're rational? Think again. We love feeling like thoughtful decision-makers, but the truth is we're riddled with cognitive shortcuts. Daniel Kahneman's Nobel Prize-winning work breaks down the systems of our mind. We constantly substitute hard questions with easy ones; e.g. Buying a stock because you like the company, not because you've done the data. This episode cuts through the 300,000-word book to show you exactly how these shortcuts lead to everything from bad investments to pointless stress about the weather. It's time to stop letting your brain's simple tricks run your whole life. Stop overestimating the importance of your current stress. Identify and reduce low-level daily pains (like a bad commute) for massive life returns. Implement a "sleep-on-it" rule to override System 1's instant commitments. Why let a lazy brain ruin your best decisions? Start thinking slower today. Further Reading: Thinking Fast and Slow - Daniel Kahneman Predictably Irrational - Dan Ariely SPONSORS
David: Hi, and welcome to the podcast. In today's episode, co-host Jay McFarland and I will continue our discussion about the AI Approach to Multiply Your Sales. This is episode three in our series, and it's about upselling, sales funnels, and your CRM. David: Welcome back, Jay. Jay: Thank you, David. This has been fascinating for me as I look at what AI recommends. And even just apply some of those basics to my own business but also realizing that these are kind of general, and figuring out how to apply them to everybody's individual circumstances is no easy feat. David: Exactly. And one of the things that I've really liked about this series is having the opportunity to talk about the "how" of a lot of this stuff, because as business owners, as salespeople, we've heard these recommendations forever. But the question is always, "well, how do you go about doing it?" And so what I've been trying to do in this series is to say, okay, here's the general what you ought to do, but then there's the, how do you go about doing it? And this is exactly what we help our clients with. So it's been really fun for me to be able to go through these and say, okay, there are probably lots of ways to do these things, but this is how we do it. Because our goal is to simplify it for our clients. So you don't have to say, Oh, well, should I do this? Should I do that? Should I do this? It's like, okay. Implement this, gauge the results, see how it goes, report back, if we need to tweak it, if we need to do something different, we can, but you have an instant starting point, and that allows you to get actions taken, get results back quickly, and then be able to adapt as you go. Jay: Yeah, I love that, that you're able to kind of cut through all of the noise out there because there's so much noise, and help them identify for their individual situation what they need because they may have asked AI and we have some of those lists here and items from AI, but again, it's just a starting point. David: Exactly. So let's take a look at the things that we already discussed in the previous episodes. And once again, what we're doing here is we asked AI, what are the things that will allow us to multiply our sales? It came back with number one, define your target audience. Number two, develop a compelling value proposition. Number three, optimize your marketing channels. We covered that in previous episodes. Number four was enhance your customer experience. Number five was implement a referral program. Number six was leverage and the power of content marketing. So now in this episode, we're going to tackle numbers seven, eight, and nine, which is upselling, sales funnels, and your CRM. So let's get to number seven. 7. Utilize upselling and cross selling strategies: Offer complementary products or services to increase the average transactional value and maximize customer value. What do you think? Jay: Yeah. I mean, it makes a lot of sense. I will tell you this was much easier to grasp in my mind when I was in the restaurant business, right? It's like, you want fries with that? You know, let's make it a value meal. Let's make it a, you know, a combo, whatever. I will tell you, we've spent a lot of time in my current business identifying what are the other things, other products that we can offer that our customers will want, not things that we can shove down their throat, but what other things can we add that they may be looking for because they came to us? David: Yes, exactly. And I think people hear about upselling and cross selling and they're like, Oh yeah, that sounds like a good idea. Most people are familiar with the restaurant, the McDonald's example, "want fries with that." So it makes sense, but it's like, okay, how do I apply that to my business? And one of the ways that we help our clients do that is to identify, okay, well, what does this mean? What is upselling versus cross selling and all that sort of thing? And in a nutshell, the way that I view it, upselling is when you're selling them a better version of the thing that they're considering buying or a more expensive version of the thing that they're considering buying. Cross selling is the idea of "want fries with that." It's okay. You're already getting this. This goes with it. Would you like to do that as well? In the promotional products industry, where I do a lot of my work, cross selling is, "ah, you're buying t shirts, want sweatshirts with that." Or if you're buying sweatshirts, want sweatpants with that, right? Want caps with that. Shirts and caps go together, that type of thing. So, It's pretty simple when we boil it down, and it's even better and it's even easier when we turn it into a process so that everybody knows the words you say when someone is ordering a particular type of product. Jay: Yeah. So I think that there's two steps, right? Identifying what those things are based upon your industry. And I think the key to that, honestly, for me is just listening. Right? I'm on the phone with these people every single day and over time I'm starting to sense, wait a minute, there's an opportunity here that we can fill. But then there is the implementation of that process, right? If you don't make it a process, if you don't identify it, define it, implement it, and track it, then it's probably not going to happen, or it's not going to be as successful as you would hope. David: Absolutely. I think that a lot of people know that they need to be doing these things, but once again, they're not quite sure exactly how, they don't get a system in place, and as a result, it doesn't happen. And that's going to really apply to all the different points that we're talking about here. Jay: Yeah, I totally agree with you. David: So the next one... 8. Analyze and Optimize Your Sales Funnel: Continuously monitor and analyze your sales funnel to identify areas for improvement and optimize the conversion rates at each stage. That sounds a little complicated. I don't know how you could possibly get more buzzwords into one sentence than that.. Jay: That's what AI likes to do. They like to cram all these big words in there, and you kind of sit back and roll your eyes like, okay, how David: You're really smart. I don't know what you just said, but you sound really, really smart. Jay: Yeah, and how on earth am I going to do that? I will tell you, we've spent almost a year on this, and I don't think we're even close, David. I don't think we're even scratching the surface on this. David: Yeah, and I think you're really not alone. Most people, when they think in terms of optimizing their sales funnel, they immediately think in terms of the tech. Right? What does the tech need to do? What do I need to have the tech do? And, once again, we're all about simplifying things. So when I'm doing work with clients, we first look at, okay, what needs to happen from a human standpoint? What words need to be said to which people at which times? At which intervals? And once you've identified that and you get something in place, you can test it out and see how it works. It's not like you put something in place and it's immediately perfect. But I'll go back to one of the mantras that I say over and over again to prospects and clients all the time. Done is better than perfect. You are far better off getting something reasonably good in place today than something perfect six months from now. Because that's six months worth of missed opportunities and so many people do that and don't even realize they're doing it. Jay: Yeah, I love that. Done is better than perfect because there are perfectionists out there. I also think that people need to recognize that, yeah, it may seem daunting, but if you get it done, and you get it at least defined to some degree, you're gonna save time over the next months and years because it's just gonna become automatic. And if you bring in new people, you're like, this is our system. And so, you know, a lot of that kind of haphazard nature will go away. And you'll have more time, not less time. David: Exactly. Another thing that we do in our approach, I look at a statement like that, analyze and optimize your sales funnel. And I just think of it in terms of the things that have to happen. If you send out a hundred emails, how many people reply? And of the people who reply, how many of them are ready to buy now? How many have specific dates in mind? How many are generally receptive? How many are rude, obnoxious, belligerent, disqualified? And how many don't reply at all? Because then it becomes process of elimination. If I send out a hundred emails and I hear back from seven people, that means that there's a hundred minus seven people that so far have been unresponsive. So the next message that I send to them can be designed to pull them in. It can reference the previous message and we can get more juice out of the fruit. Jay: Yeah, I love that. More juice, but also, that seven that you've spoken to, maybe you made customers out of two. What about the other five? What is your continuing message to those people? How do you stay in touch? You know, you've got to identify each group and how they're going to be handled going forward. And once you've maximized that, I've found it really starts to feed itself. And then it's kind of fun, right? Because I'm dealing with the leads that I got this month, but all of a sudden I get people who call me up and they're like, yeah, we talked three or four months ago, or yeah, we talked two weeks ago. I got your email, and you're like, you know, I didn't have to do anything, because I set up a system to handle that for me. David: Yes, and we have tracking sheets that we use, that we give to our clients to use, so that they can say, alright, I sent out 100 emails, that goes in the one column,
THE Sales Japan Series by Dale Carnegie Training Tokyo, Japan
Sales has always been a mindset game, but as of 2025, credibility is audited in seconds: first by your attitude, then by your image, and finally by how you handle objections and deliver outcomes. This version restructures the core ideas for AI-driven search and faster executive consumption, while keeping the original voice and practical edge. Is attitude really the master key to sales success in 2025? Yes—your inner narrative sets your outer performance curve. From Henry Ford's "whether you think you can or can't" to Dale Carnegie's focus on personal agency, top performers engineer their self-talk under pressure. Post-pandemic, the volatility of B2B buying cycles and procurement scrutiny means sellers in Japan, the US, and Europe face more "no's" before a "yes." Adopt deliberate mental scripts before client calls ("You can do this") and after setbacks ("Reset, learn, re-engage"). Layer temporal anchors—quarterly targets, weekly pipeline reviews—to keep momentum objective, not emotional. In startups and SMEs, the founder-seller's mindset colours the whole team; in multinationals, it influences cross-functional trust with legal, finance, and delivery. Do now: Write a 30-second pre-call mantra and a 60-second post-call reset. Repeat both for 30 days; track conversion lift in your CRM. How do I bounce back fast after rejection without losing my edge? Counter-programme negativity with immediate, structured inputs. After job loss or a blown deal, flood your cognition with high-quality content the way athletes use tape review—books, playbooks, and leader debriefs instead of doom-scrolling. Think "input replacement": replace rumination with skill-building (objection patterns, pricing frameworks). Firms like Toyota or Rakuten institutionalise retrospectives; emulate that at team scale. In APAC vs. US contexts, timelines to re-pitch can differ—use a 24–48 hour window to reframe, then re-engage stakeholders. Treat every rejection as data: log cause (timing, budget, political capital) and countermeasure (proof, pilot, reference). Do now: Create a "rejection to routine" checklist: 1) log cause, 2) choose countermeasure, 3) schedule next touch, 4) upgrade enablement asset. Which people should I avoid—and which should I seek—when my pipeline wobbles? Avoid the "whine circle"; seek performance environments. Misery compounds in sales teams when negative talk becomes a daily ritual. Protect your focus like revenue: step away from low-agency chatter and toward deal rooms, peer reviews, and customer-back sessions. The classic Glengarry Glen Ross contrast—Ricky Roma selling while others complain—remains instructive, even if your 2025 "bar" is a Zoom room. In Japanese enterprise sales, senpai-kohai norms can pressure you to join the gripe; politely decline and book a customer discovery call instead. In US/Europe, use enablement Slack channels for pattern-spotting (what's working now vs. last quarter). Do now: Time-audit one week. Replace 2 hours of complaint conversations with 2 customer conversations, a reference call, or a pilot design session. Does my image still matter when most buyers research online first? Absolutely—executive presence accelerates trust in the first 90 seconds. "Image" isn't just suits and watches; it's congruence: neat dress, crisp opening, concise agenda, and credible artefacts (case studies, pilots, references). Think "BMW energy" without the bravado: quiet competence, simple visuals, punctuality. In conservative sectors (financial services, manufacturing), formality signals reliability; in startups and creative industries, smart-casual with clean slides signals agility. Japan versus US norms diverge in attire, but converge on preparation and respect: arrive early, name roles, confirm outcomes. Keep a repeatable first-impression kit: one-page credibility sheet, short customer video, and a 15-minute discovery plan. Do now: Build a 3-item presence kit (attire checklist, one-pager, discovery plan). Rehearse your first 90 seconds until it's muscle memory. How do I sound fluent without sounding "slick" or manipulative? Use structured clarity, not theatrics. Buyers fear the "too smooth" pitch; answer crisply, invite scrutiny, and show your working. Use a simple objection map: acknowledge → clarify → evidence → confirm. Anchor with entities (benchmarks, standards, regulations) and timelines ("as of Q4 2025, compliance rules changed"). In enterprise deals, suggest a small pilot to lower risk; in SME deals, offer a 30-day milestone plan. Keep language plain English with Australian spelling—short sentences, verbs first. Record and review your calls like athletes; look for hedging, filler, and jargon. Replace with specifics and proof. Do now: Write 5 top objections with one-sentence answers and one proof each (metric, customer name, or pilot result). Practise aloud. What proves credibility over time when problems inevitably arise? Calm accountability beats charisma after the contract is signed. When delivery hits turbulence, credibility is measured by cadence (weekly updates), transparency (risk log), and persistence (closing loops). Map stakeholders: executive sponsor, user lead, procurement, security. In Japan, escalate with harmony (nemawashi) before the formal meeting; in US/Europe, publish a written corrective plan and owner names. Tie each update to outcomes (uptime, cycle time, ROI proxy). Startups: emphasise speed of fix. Multinationals: emphasise governance and documentation. The goal is partner status, not vendor status. Do now: Implement a two-line status format in every email: "What changed since last week" and "What will change before next week," plus a single risk with owner. Quick checklist — first 90 seconds with a new buyer Confirm time, agenda, and outcome. One-sentence value prop, one credible proof. Ask one context question, one metric question, one timing question. Conclusion — the three pillars work together Mindset, image, and delivery are a system, not a buffet. Get your inner voice aligned, present like a pro, and then prove it under pressure. Do those three consistently, and 2025's buyers—whether in Tokyo, Sydney, or New York—will pick you when it counts. FAQs What should I change first if I'm overwhelmed? Start with a pre-call checklist and a 30-second mantra—both are fast and compounding. How formal should I dress in Japan vs. the US? Japan skews more formal; the US tolerates smart-casual—match the client's culture and the meeting's stakes. How do I track mindset ROI? Tag calls where you used the routine; compare conversion rate and cycle time vs. prior month. Next steps for leaders/executives Install objection maps and first-impression kits across the team. Run weekly deal reviews focused on clarity, not theatre. Standardise pilot templates and two-line status updates. Author credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan.
In this archive episode, we dive into the concept of “Profit First” E-commerce and why focusing solely on revenue can lead to big surprises. Karl O'Brien, Co-Founder of Store Hero, an e-commerce analytics tool, shares how their system helps store owners avoid common financial pitfalls by shifting their focus from top-line sales to bottom-line profitability. He explains how to gain a clear view of true profit and what to do with that information to drive business forward.Topics discussed in this episode: Why many merchants get a profit shock at month's end. Why revenue-based decisions can hurt profits in e-commerce. How contribution margin bridges the gap between marketing and finance. What products are hidden cash cows or are actually unprofitable. How to calculate break-even point ROAS for individual products. Why Q4 strategy should be based on profit, not just sales.What Store Hero is: a profit-first e-commerce analytics tool. Links & Resources Website: https://storehero.ai/LinkedIn: https://www.linkedin.com/company/storehero/Twitter: https://twitter.com/StoreHeroApp Get access to more free resources by visiting the show notes at https://tinyurl.com/dsay245p______________________________________________________ LOVE THE SHOW? HERE ARE THE NEXT STEPS! Follow the podcast to get every bonus episode. Tap follow now and don't miss out! Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/ Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak Partner with us: https://ecommercecoffeebreak.com/partner-with-us/
Plus, should there be harsher consequences for fans who ambush celebrities? Guests: Sarah Daniels, real estate agent in South Surrey; author and broadcaster Steven Chang, Producer Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, James sits down with his friend David Stearns, co-director of the Nelson Nash Institute and president of Infinite Banking Concepts, LLC. They discuss the recent $8.5 million IUL lawsuit, the Institute's position on universal life, and Nelson's own comments on indexed UL, variable UL, and traditional UL. It's an honest, straightforward conversation about why IUL is not IBC and what Nelson actually taught. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.
Something New! For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it hereIn episode 227, Coffey talks with Christy Close about how organizations can expand their talent pool by hiring and supporting neurodiverse employees.They discuss the growing number of neurodivergent individuals entering the job market; the importance of revising job descriptions and interviews to reduce bias and increase accessibility; how leaders can make reasonable accommodations to help neurodiverse employees thrive; why flexibility, clear communication, and awareness benefit all employees, not just those with atypical information processing; and the mindset shift required to recognize neurodiversity as a competitive advantage rather than a challenge.Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for three-quarters of a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.About our Guest:Christy Close owns and operates HR Solid Foundation, as a Business & Human Resource consultant. Christy is also a facilitator of Human Resources classes for UT- Austin, UT- Arlington, Univ of Houston, and tech facilities to include working with those exiting the military and entering the workforce.She is sought out as to facilitate the HR Certification Prep test class- as of May this year, her pass rate is at a 97% pass rate for first timers.Her claim to fame is her involvement with the EEOC having completed over 1244 cases with only 5 going to court, and 1 loss.She received her Masters in International HR Mgmt with an emphasis in Global Org, a Paralegal degree, as well as HR certifications.She is the author of Employee Relations 101, a book for new managers.After 8 years in the military, and 30+ years in the HR & Employee Relations arena, she has found her passion working with employers and employees finding a great balance and a very conducive work environment.Her clients range from military, aviation, hospitality, manufacturing, and retail ranging from Houston, TX to Tulsa, OK to Seattle, Atlanta, and Miami.Her motto hasn't changed since day 1: How may I serve you?She is currently co-authoring a book for hiring nuerodivergents, which is expected to be released in spring 2026.As the CEO of HR Solid Foundation, she believes many of today's employment discrepancies could be avoided with proper training or structural strategic alignment within the organization's goals.Christy Close can be reached athttps://www.hrsolidfoundation.com/https://www.linkedin.com/in/christygcloseer101/https://www.facebook.com/HRSolidFoundationhttps://www.instagram.com/hrsf.info/?next=%2FAbout Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.Learning Objectives:1. Recognize the value neurodiverse employees bring to innovation, creativity, and organizational performance.2. Identify hiring and interviewing practices that unintentionally exclude neurodiverse candidates.3. Implement inclusive workplace strategies that promote equity, engagement, and retention for all employees.
Something New! For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it hereIn episode 227, Coffey talks with Christy Close about how organizations can expand their talent pool by hiring and supporting neurodiverse employees.They discuss the growing number of neurodivergent individuals entering the job market; the importance of revising job descriptions and interviews to reduce bias and increase accessibility; how leaders can make reasonable accommodations to help neurodiverse employees thrive; why flexibility, clear communication, and awareness benefit all employees, not just those with atypical information processing; and the mindset shift required to recognize neurodiversity as a competitive advantage rather than a challenge.Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for three-quarters of a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.About our Guest:Christy Close owns and operates HR Solid Foundation, as a Business & Human Resource consultant. Christy is also a facilitator of Human Resources classes for UT- Austin, UT- Arlington, Univ of Houston, and tech facilities to include working with those exiting the military and entering the workforce.She is sought out as to facilitate the HR Certification Prep test class- as of May this year, her pass rate is at a 97% pass rate for first timers.Her claim to fame is her involvement with the EEOC having completed over 1244 cases with only 5 going to court, and 1 loss.She received her Masters in International HR Mgmt with an emphasis in Global Org, a Paralegal degree, as well as HR certifications.She is the author of Employee Relations 101, a book for new managers.After 8 years in the military, and 30+ years in the HR & Employee Relations arena, she has found her passion working with employers and employees finding a great balance and a very conducive work environment.Her clients range from military, aviation, hospitality, manufacturing, and retail ranging from Houston, TX to Tulsa, OK to Seattle, Atlanta, and Miami.Her motto hasn't changed since day 1: How may I serve you?She is currently co-authoring a book for hiring nuerodivergents, which is expected to be released in spring 2026.As the CEO of HR Solid Foundation, she believes many of today's employment discrepancies could be avoided with proper training or structural strategic alignment within the organization's goals.Christy Close can be reached athttps://www.hrsolidfoundation.com/https://www.linkedin.com/in/christygcloseer101/https://www.facebook.com/HRSolidFoundationhttps://www.instagram.com/hrsf.info/?next=%2FAbout Mike Coffey:Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business.Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association. Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community.Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year. Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week.Mike and his very patient wife of 28 years are empty nesters in Fort Worth.Learning Objectives:1. Recognize the value neurodiverse employees bring to innovation, creativity, and organizational performance.2. Identify hiring and interviewing practices that unintentionally exclude neurodiverse candidates.3. Implement inclusive workplace strategies that promote equity, engagement, and retention for all employees.
This event was part of the IfG's Labour Party Conference programme. Speakers: Katherine Fairclough, Chief Executive of Liverpool City Region Combined Authority Cllr Susan Hinchcliffe, Leader of Council & Corporate Portfolio Holder at City of Bradford Metropolitan District Council Sue Jarvis, Co-Director at Heseltine Institute for Public Policy, Practice and Place Dr Henry Kippin, Chief Executive of North East Combined Authority This event was chaired by Akash Paun, Programme Director at the Institute for Government. This event was held in partnership with the Heseltine Institute for Public Policy, Practice and Place at the University of Liverpool and Liverpool City Region Combined Authority. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of Faces of Digital Health, we sit down with Anne Forsyth, Hospital leader in clinical applications from Women's College Hospital in Canada, to explore how AI — especially generative AI — is reshaping daily clinical practice. Over the past two years, enthusiasm for AI has skyrocketed inside hospitals, with clinicians themselves requesting new tools rather than resisting them. We discuss the cautious but deliberate rollout of AI scribes, the still-emerging trust in decision-support AI, and the safety and change-management considerations that mirror (and sometimes exceed) traditional IT implementations. Anne offers an honest look at the financial challenges of sustaining AI tools in publicly funded health systems and shares practical advice for hospitals navigating funding models, clinical buy-in, and responsible innovation. Show notes: 01:50 – Current AI Implementations 03:21 – Safety and Risk Considerations 04:00 – Comparing AI Rollouts to Traditional IT Tools 05:10 – The Business Equation: Funding AI in Public Healthcare 06:20 – Advice for Hospitals on Sustainable AI Adoption 06:40 – Looking Ahead: The Future of AI in Clinical Applications www.facesofdigitalhealth.com https://fodh.substack.com/
The wealthy make tax complicated to scare you away, but there are 7 simple, legal methods to save thousands—or even millions—that anyone can use! Discover how to legally pocket £7,500 tax-free, reduce your 60% tax trap liability, and use specialised company structures to write off most of your living costs as business expenses. Stop working for the government and start working for yourself BEST MOMENTS "In the UK, if you earn £100,000 you might be at the 45% income tax level... but your effective tax rate from £100 up to £150 is about 60%." "The great news for you is these seven ways are not complicated, you don't need some fancy international tax lawyer, you don't need to be a billionaire." "The first thing you need to do... is you need to start a company... The money that you take into your company, you get first... When you don't have a company and you go abroad, that's a holiday. When you have a company and you go abroad, that could be a work trip." Exclusive community & resources: For more EXCLUSIVE & unfiltered content to make, manage & multiply more money, join our private online education platform: Money.School → https://money.school And if you'd like to meet 7 & 8 figure entrepreneurs, & scale to 6, 7 or 8 figures in your business or personal income, join us at our in-person Money Maker Summit Event (including EXCLUSIVE millionaire guests/masterminds sessions) → https://robmoore.live/mms
Sign up for the FREE Clinic Growth Map Program Open House → https://mccancemethod.com/open-house/ Want to watch this episode on video? Check it out here on YouTube: https://youtu.be/yYC0XVpSmFMIn this episode, I share how to roll out big changes in your practice without overwhelming your team. I know you're excited to implement everything all at once, but I walk you through exactly how to pace it out, get team buy-in, and avoid breaking what you've already built.Make sure to bring your paper and pen because this episode is full of actionable tips!Here are some key points in this episode:[03:15] Why growth requires change and how to prepare your team for it[05:49] The mindset shift: Systems equal safety—for you and your team[08:10] When to switch practice management software (and why sooner is better)[10:28] The change management framework Nicole used with big corporations[12:27] How to get team buy-in and motivate them with “what's in it for them”[16:43] What to do when your team resists change—and how to lead through itLinks From the Episode:Nicole's YouTube: https://www.youtube.com/@Nicole.McCanceMethodHere is the Janeapp link for TWO free months on us! https://janesoftware.partnerlinks.io/ytg4vn Use Coupon: MCCANCE2MOWant the Consult Call Script? DM me @nicole.mccancemethod on Instagram with just three words “Consult Call Script” and I will send it right your way. Click here: https://www.instagram.com/nicole.mccancemethod/ Google Workspace: https://referworkspace.app.goo.gl/EtJ2Follow me on Instagram, @nicole.mccanncemethod. If this episode provided you with value and inspiration, please leave a review and DM to let me know. Click here: https://www.instagram.com/nicole.mccancemethod
Hi, and welcome to the podcast. In today's episode, co host Jay McFarland and I will be continuing our discussion on the AI approach to multiply your sales. This is part two in our series, and today we'll be discussing service, referrals, and content marketing. David: Welcome back, Jay. Jay: Thank you so much, David. I'm really enjoying this discussion about AI because I think we've already established there are some great tools and resources with AI, but it's not exactly to the point where it needs to be. But more specifically, can it really speak to your individual situation? How do you pick through that and know what's right for you? David: Exactly, and last week we were talking about the first three recommendations it made, which were define your target audience, develop a compelling value proposition, and optimize your marketing channels. This week, we're going to be talking about its next set of recommendations. And it starts with number four on its list is: 4. Enhance Your Customer Experience. Focus on delivering exceptional customer service and creating a positive experience at every touch point to build loyalty and encourage repeat business. That sounds nice. Jay: It sounds fantastic. Again, just do that. You know, but how do you do that? I think I mentioned in the last podcast that so often people go into business not because they're great at customer service, but because they have a great recipe, or they have a great product. And they don't really think about how to offer that in a great way. I'm in the accounting field now, which kind of blows my mind and is a different conversation. But I find generally, David, that accountants don't know how to give good customer service. And they kind of feel like they have a captured audience and so they don't even try to give good customer service. David: And a lot of accountants also really struggle with marketing because they feel like it's Jay: Yes, yes. David: Kind of, if not beneath them, they feel uncomfortable with it. They don't want to come across as a salesperson. They're very good at what they do and they're less good at finding the people they need to do that sort of thing. And that's why a lot of them, a lot of small business accountants struggle, because they're great at accounting and not so great at the things that we're talking about here that will actually allow them to service more customers. Jay: Yeah, you're exactly right. Where I've come from, the retail side, the customer service side, that's been my whole background. So, we're kind of owning our little space in the marketplace, because we're focusing on that up front, and people recognize a difference immediately. David: Yeah, exactly. So, one of the things we talked about in the previous podcast related to AI telling us how to multiply sales is that some of these recommendations come across as rather general. Okay, so enhance your customer experience is not really the kind of thing you would think of as "okay, this will allow me to multiply sales." It's a necessity. You have to have exceptional customer service in your business if you want to survive, let alone thrive, let alone multiply business. But it doesn't seem to me to be a multiplier in and of itself. However, when we think about this idea, what can we do to make the experience better, what can we do to expedite the experience, make these things happen better and more consistently, that will allow us to get the velocity we need, in my opinion, to be able to then Multiply your sales. In other words, it's not enough to just do a great job with customer service. We need to be able to do it with a cadence of accountability. We need to be able to do it in a way where it's happening consistently. People are able to move through our process, get what they need, feel like they've been extremely well taken care of, and then we can move on to the next person. Jay: Yeah, when I hear enhance their customer experience, for some reason, I think of Disneyland, like better rides or better signage or, you know, things like that. It's very ethereal, like, how do I apply that to my individual experience? I think a key here is that our attention span with TikTok and all of these things is so low. And so when somebody lands on your website or when they've picked up a phone to call you, if they're not moving through that process fast enough, you're going to lose them. And that's just the reality of the world that we live in. David: Absolutely. And I think this general idea of enhancing your customer experience is good. And again, some of the words they use are delivering exceptional customer service and creating a positive experience at every touch point to build loyalty and encourage repeat business. So those are all great recommendations. But again, the question is, how are we doing those things? And in our work with our clients, the way that we do those things is through procedures and processes. Jay: Yes. David: And the next time method of delegation is one of the things that we use inside our program to say, okay, how can we make sure that things are being done the way that we as a business owner want them done and that our people can feel good about because they know they've got a system or a process in place to be able to achieve the result that they're looking for. Jay: Yeah. David: So I think that's what's missing there. Jay: Yeah, this is so important. We've spent the last six months in our business just identifying this process. What happens when they land on the website? What happens with our CRM if they've scheduled a consultation? What happens once they've had a consultation? What happens down to, it's funny to me, down to the forms that we send them. If those forms don't look professional, if they look haphazard, then people will be turned off by them. And that's such a simple thing when you think about it. Just get them done right so that every step of the way you look professional, that builds confidence in your product, and that's the face of our business. That's the storefront now. And, it has to be pristine, in my opinion. David: No question. And I think, you know, the idea of customer service is something that we could dedicate multiple podcasts to, but that was recommendation number four from AI. Recommendation number: 5. Implement a referral program. Encourage satisfied customers to refer your business to others by offering incentives or rewards for successful referrals. What do you Think? Jay: This one's hard for me. I'm not very good at tooting my own horn. Some people really are and it's always been hard for me to say, Hey, if you liked us refer us to other people. I don't know why that's hard for me. And I know that when I have good customer service, I'm very quick to recommend other people. So oftentimes it's not even saying it, it's just providing that extra level of customer service so that we naturally will do that. I think we want to do that. David: We all do. And whenever I talk to business owners, everybody knows the importance of referrals. Most people that I talk to know they should be doing it more. They should be asking more often than they're already asking. And one of the primary reasons they don't goes back to what we were just talking about. They don't have a process for it. They don't have a system or procedure for it. Earlier today, I was talking with one of my consulting clients and he was working on reactivating some old clients and we put together a process for him, just a week ago, that he was able to get out in front of people and the response that he got was amazing. There were eight people in particular that he had great relationships with previously that he hadn't heard from in a while. He initiated contact using the procedure we outlined. All eight of them responded to him within the first week. Jay: Wow. David: He's back in conversation with them. Doesn't mean they're all going to become customers again, but he's got eight out of eight. And that happens when you've got the processes and procedures in place that allow you to just deploy it. Right? Too often, if we want to get referrals, we're going to spend way too much time thinking about it, worrying about it, gnashing our teeth and saying, I really need to do this. Whereas, if you've got something that you could just send out via email this afternoon, You'll know what results you're starting to have by tomorrow. So once again, the recommendations that we're getting from AI are great. The devil is in the details. It's about, okay, how are we going to do it? And once again, one of the things that we do with our clients is we get the things in place, the sort of triggers, the switches that they can throw the switch, make this happen, report back on your results. If it's working great, awesome. If it's not, we'll tweak it and we'll flip a different switch. And we'll keep things moving forward. Jay: Well, I love that you use the word switch, because in today's world of technology, it can be as simple as flipping that switch. But are you sending out quality? Are you sending out things that we've already talked about? Targeting your customers? Identifying their needs and their concerns? Because, you know, in my CRM system, I can set up a drip program, right away. But like you said, the devil's in the details. Is it going to be something that is beneficial to me or am I just going through the motions because AI told me to do it? David: Right. And a lot of that goes back to the idea of creating value in your communications, which we talked about. That was number two, essentially. In what AI came up with and what we expanded on it to mean, AI was talking about developing a compelling value proposition. I was broadening it to include communication. How are we communicating with our clients?
Richard Gould went from a high school dropout to the founder of a blue collar franchise with over 20 locations. After buying a business from his mentor and quadrupling sales, he took a massive risk: selling everything to move to a new state with no connections. There, he rebuilt his empire from scratch, proving his system works anywhere.In this episode, Richard breaks down exactly how to start a painting business with less than $1,000. He explains why simple marketing like door hangers and low-ticket offers like pressure washing are the best ways to secure high-paying jobs. Richard also reveals the critical financial metrics—specifically labor efficiency and material costs—that you must track to ensure a healthy 30% net profit margin.Join host Ryan Atkinson as he sits down with Richard to uncover the secrets of scaling a home service business from a side hustle to a national brand. They discuss strategies for generating Google reviews, transitioning from working in the business to on it, and why you should be a "tugboat" rather than a "showboat" when reinvesting profits. This interview provides the actionable blueprint you need to build wealth through service.Takeaways:- Discover the exact step-by-step process to launch a fully operational painting business with less than $1,000 in upfront capital.- Implement the "Trojan Horse" strategy of offering low-ticket pressure washing services to get your foot in the door and upsell homeowners on high-ticket exterior painting contracts.- Utilize specific door hanger marketing with a clear "20% off" call-to-action to secure your first customers without spending money on digital ads.- Learn how to acquire an established small business without a bank loan by negotiating seller financing with manageable monthly payments.- Track the "golden metric" of $2,500 in weekly revenue per employee to ensure your labor costs never eat into your company's bottom line.- Maintain a strict 10% cap on material costs relative to sales to guarantee a healthy 30% net profit margin on every project.- Master the persistence method for collecting 5-star Google Reviews immediately after job completion to dominate local search rankings.- Avoid the "Showboat Trap" of buying brand-new work vans too early and instead prioritize reinvesting profits into better equipment and skilled labor.- Simplify your sales offers to remove customer confusion, which increases your closing rate on residential bids significantly.- Transition from working "in" the business to working "on" the business by building systems that allow you to scale from a single crew to a national franchise.Tags: Home Services, Service & Consulting, Side Hustle, Low Cost Startup, Blue Collar, Business ScalingResources:Grow your business today: https://links.upflip.com/the-business-startup-and-growth-blueprint-podcast Connect with Richard: https://www.linkedin.com/in/richard-gould-b838b157/
(Episode Previously Recorded LIVE & IN-PERSON) What's it like to be your customer? What if that customer can't hear? When support systems are built only on spoken instructions and sound prompts, they fail customers immediately. This systemic barrier exists across the entire customer journey, preventing critical tasks like changing a flight itinerary or correcting a fraudulent charge. This failure generates costly, repeated struggles for help, driving up operational costs and causing the loss of a valuable customer segment. Accessible customer experience is a required business standard, not a siloed department. You have far more customers with different abilities than you realize, and you are missing their business because the existing experience creates a massive, unnecessary barrier. As Craig Radford notes, current systems make "being deaf a full-time job." Stacy Sherman talks to both Vannessa LeBoss and Craig Radford (who is deaf) of 360 Direct Access about converting accessibility across the entire experience into a measurable business advantage. From listening to this episode, you will learn how to: Decrease call time by 42%: Implement direct, video-based ASL support to lower operational expenses and time. Capture a $3 trillion market: Build loyalty by creating truly equitable experiences for the deaf community. Prevent errors: Use AI for sign language recognition to accurately capture critical data and stop costly mistakes. Fix process flaws: Recognize that ASL is a visual language entirely distinct from English, preventing customers from being trapped in automated menu loops. Manage risk: Ensure compliance with accessibility requirements (ADA, etc.). Listen now and change how you think and DO CX RIGHT. Learn more at DoingCXRight.com and subscribe to the newsletter for more actionable strategies. Book time with Stacy here.
What happens when a leader's reputation crumbles in the public eye? Can trust ever be rebuilt? In this episode of Connected Leadership Bytes, Andy Lopata returns to the archive to for a timely and critical conversation with reputation expert and media coach, Alan Stevens. Using the political firestorm of "Partygate" when Boris Johnson was Prime Minister as a case study, they dissect the catastrophic communication missteps that can shatter a leader's credibility and bring an entire organisation into disrepute. Alan reveals the golden rules of crisis management that were ignored, from the failure to communicate early and honestly to the disastrous "dead cat" strategy of creating distractions. This isn't just about politics; it's a masterclass for any leader in any industry. Discover how to avoid the trap of surrounding yourself with "yes-people," why vulnerability is a superpower, and how to manage your reputation in a world where one wrong move can go viral. Are you prepared for your own ‘Partygate' moment? Key Takeaways What is the very first thing you must do when a crisis hits (that most leaders get disastrously wrong)? Why does the ‘dead cat' strategy of creating a distraction often make a reputational crisis even worse? What is the simple ‘three strikes' rule that can save your reputation from a career-ending social media meltdown? How can welcoming dissenting voices and critics actually become a leader's greatest superpower? Actionable Insights Follow the 'Speed, Honesty, Internal Comms' Rule: In a crisis, get the truth out quickly, starting with your own team, before speculation takes over. Everything you say must be true. Don't cover up the mistake; people forgive errors, but they never forgive a cover-up. Build a 'Challenge Culture': Actively seek out and reward those who challenge your ideas. A leader who surrounds themselves with "yes-people" is building a culture that is blind to risk and destined for a crisis. Schedule time to listen to people on the frontline. Implement a '30-Minute Rule' for Emotional Posts: If you're angry or frustrated online, draft your post or reply but wait 30 minutes before hitting send. This cooling-off period allows you to regain perspective and will almost always prevent you from posting something you'll regret. SELECTED LINKS FROM THE EPISODE Connect with Andy Lopata: Website | Instagram | LinkedIn | X/Twitter | YouTube Connect with Alan Stevens: Website |LinkedIn | The Financial Times Guide to Mentoring Episode 146 Featuring Alan Stevens
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey shares two aspects to execute before implementing your next tool.Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
UNLOCK THE 13 SYSTEMS EVERY AGENCY OWNER NEEDS TO REACH 8 FIGURES:https://bit.ly/41Sm05NIn this episode, Jordan Ross (founder, 8Figure Agency) walks agency owners through the three operational concepts Amazon uses in its fulfillment centers, reframed for marketing agencies, so your agency stops being dependent on you, scales predictably, and turns execution into a repeatable system.Episode summary (short)Founder-dependency is the single biggest reason seven-figure agencies stall or collapse. Jordan breaks down a lighthouse management model (vs. the tugboat founder), the Operational Plan (OP) with benchmarks, and the cadence and checklists that create visibility, accountability, and reliable execution. Implement these, and your agency will have clear marching orders, measurable growth, and a team that runs the machine.Chapters— Intro: The Cost of Founder-Dependency— Tugboat vs Lighthouse— Benchmarking Basics— The OP Meeting— Example Dashboard— Treat Yourself Like the Client— Forecast to Marching Orders— Weekly Business Review— Operations Meetings— Standard Work Checklist— Bridge the Gaps — Outro: Next steps and offers for hands-on helpTo learn more go to 8figureagency.co
One of the most difficult phases in life is knowing exactly what you want, yet feeling as though no amount of effort, strategy, or prayer brings that dream closer.Thankfully, this period offers a chance to explore the deeper lessons of patience—and even the wisdom of letting go. Desires cannot be forced; they unfold in their own time. What we can do is learn what our attachment to the dream is & if that the weight of what you're thinking this manifestation will change for you is healthy, embrace a grateful, open heart to not close off our energy to other blessings that can lead up to your dream manifesting. All of this can help you to let go and no longer unconsciously obsess over when it will arrive. Instead you can be more aware of how to detach, stay hopeful, embrace ups and downs of emotions, and be in open expectancy of a great life regardless. Oftentimes, people notice that eventually ("spontaneously" after releasing & surrendering to detaching) their dream does come true...Send me a text message on your takeaways from this episode!Peaceful, bliss state. Mediative introduction into My Healing Guide oasis. Implement, rest, or take action. whatever it is that you feel called to do for yourself...go for it.
Who do you go to when life glitches? In this message, Lead Pastor, Jamie Nunnally continues our Holy Spirit series with instructions on how to engage with God's tech support.Ephesians 5:10 NLT Carefully determine what pleases the Lord.The Bible gives general truth for everyone, but it doesn't always answer specific situations. The great news: Christians have 24/7 tech support. The Bible gives the instructions; the Spirit gives the directions. The Bible brings the truth; the Spirit brings the troubleshooting.Romans 6:14 NIV For sin shall no longer be your master...How can we stop sinning if we don't follow the law? The Bible gives us the solution:Galatians 5:16–17 ESV Walk by the Spirit, and you will not gratify the desires of the flesh...The key is walking in the Spirit.Galatians 5:25 ESV If we live by the Spirit, let us also keep in step with the Spirit. Walking with someone means matching their pace and following their lead.The 5 steps of walking in the Spirit1. Pause.Psalm 46:10 NLT Pausing is a spiritual reboot—turning your will off and on again. Stillness reboots your awareness of God. If you don't pause, your flesh will hit "send" before the Spirit can speak.2. Listen.God speaks to your spirit. His voice often sounds like your thoughts but from a different source. If you're expecting thunder, you'll miss the whisper. We hear Him through spontaneous, persistent thoughts.John 10:27 My sheep hear my voice... Recognition comes through repetition. You don't need a louder God; you need fewer voices.3. Analyze.1 Thessalonians 5:19–21 ESV Ask: "Does this align with Scripture?" The Bible is the truth anchor. Don't test God's voice with feelings; test your feelings with God's Word. The Spirit always agrees with the Bible He wrote. Ask: "Is this what the Spirit wants or what I want?" "Does this reflect Jesus?" If the voice you hear always agrees with you, it's probably you.4. Implement.Hearing from God changes nothing until you obey. If you want God to speak more, obey what He already said.James 1:22 NLT Revelation without application becomes spiritual constipation. If the Spirit can't tell you "no," He's not your Lord—He's your mascot.5. Debrief.You won't always get it right, so process the results.Psalm 139:23–24 ESV Search me, O God...Reflection turns mistakes into maturity and lessons into lifestyle. You grow not by always getting it right but by always returning to the Teacher. Processing with God's people is essential too.ClosingHow would your life be different if you had been walking in the Spirit the whole time? You can't change yesterday, but you can start today. You have Heavenly tech support anytime, anywhere. Learn to listen and use it.Are you walking in the Spirit?
SummaryIn this conversation, Jack Dempsey & Staci Dempsey discuss the importance of identifying business opportunities, casting a vision for growth, and implementing effective systems while fostering team collaboration. He emphasizes the need for a clear vision and the role of feedback in achieving business objectives.Nugget AlertsIf you see an opportunity for your business, that's going to be important.I need to cast that vision because that's going to change things.You have to create the why: why are we doing this?Sit down with your team to discuss the vision.Here's how we're going to get there, here's what we need to do.Implement the system that is needed.Be open to feedback from your team.Ask your team if the right things are being done.Consider if you're overdoing it or missing something.Collaboration is key to achieving business goals.Dempsey, Weiss & AssociatesMeeting the insurance and financial needs of business owners & individuals in NJ & PA since 1989.J. Faith Hair StudioLocated in south NJ, J Faith Hair Studio is the place to go to become the best version of yourself.Flying High Agility & Dog TrainingHelping people & their pets since 2003. We come to you!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Email us at: TwoDaughtersAndTheirDad@gmail.com Please download our Best of Nuggets eBook here. Like and follow us on FacebookJennifer Faith Dempsey has been in the beauty industry for over 10 years. For the last 5m years, she has owned J. Faith Hair Studio. She brings her experience on how she balances entrepreneurship and motherhood. Check out Jen's blog.Staci Joy Dempsey is an insurance agent, a mom, and a busy non-profit volunteer. She truly understands what it means to be an entrepreneur. Staci serves as the podcast's host.Jack Dempsey is the dad who heads up this busy family. He is a founding partner in Dempsey, Weiss & Associates, an Elmer, NJ-based insurance and investment firm that began more than 30 years ago.
How can the United States make its economy more resilient not just to future economic shocks but the threat of such shocks from its geopolitical rivals? Arnab Datta has spent years working on this very question. In the immediate aftermath of the recent rare earths showdown between America and China, Datta and his colleagues at the Institute for Progress and Employ America published a new analysis titled How to Implement an Operation Warp Speed for Rare Earths.China's global dominance in rare earths, acquired over decades, allows it to “gain leverage in trade negotiations, retaliate against American restrictions, degrade American and allied technological capabilities, and potentially even to entrench its dominance in downstream rare earth-dependent manufacturing supply chains,” write Datta, Saif Khan, Tim Hwang, and Tim Fist. The scope of the report extends well beyond the specific threat of a shock to America's supply of rare earths. It speaks to the very nature of the ongoing geopolitical dispute with China itself — and more broadly, to the question of how best to respond when a single country has taken steps for decades to distort the global market of a product that the entire world depends on.Why did the United States fail to spot the emerging threat? How should it respond now — and in such a way that embraces core American economic values like competition and innovation? Related links: How to Implement an Operation Warp Speed for Rare EarthsArnab's work at Employ AmericaArnab's work at the Institute for Progress Hosted on Acast. See acast.com/privacy for more information.
In this third installment, James shares a collection of clips answering foundational IBC® questions. He highlights why the policy owner's actions such as capitalization, premium payments, and loan repayments ultimately shape long-term results. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.
The One Big Beautiful Bill may have made headlines but now comes the hard part: writing the rules. In this episode of dotEDU, we unpack the Education Department's massive regulatory to-do list, from loan caps and professional degree definitions to new Pell and accountability rules. But first: the government shutdown has ended. What's next? Here are some of the links and references from this week's show: Register now for ACEx, Feb. 25-28, 2026, in Washington, DC Reopening the Federal Government With Government Reopened, Will Education Department Staff Return? Inside Higher Ed | Nov. 12, 2025 FIPSE Notice Federal Register Announcement Nov. 12, 2025 Fund for the Improvement of Postsecondary Education (FIPSE) Home Page Department of Education ED's 'Special Projects' Grants Spark Concern Over Congressional Intent Inside Higher Ed | Nov. 12, 2025 Negotiated Rulemaking Summary: One Big Beautiful Bill Act ACE Negotiated Rulemaking for Higher Education 2025 Department of Education Comments on the Education Department's Proposal to Implement the One Big Beautiful Bill ACE | Aug. 29, 2025 How the Loan Cap Committee Reached Consensus Inside Higher Ed | Nov. 10, 2025 ED Panel to Weigh Sorting of Grad and Professional Programs Inside Higher Ed | Sept. 26, 2025
In this episode of FP&A Unlocked, Paul welcomes James Myers, a financial systems and planning expert known for helping organizations modernize their FP&A functions. Drawing from years of experience implementing planning, modeling, and consolidation tools, James breaks down what makes FP&A software implementations succeed or fail. From understanding when your system has reached its limits to managing change and choosing the right implementation partners, James shares the steps every finance leader should take to avoid expensive mistakes.James Myers has led multiple large-scale planning system implementations for global organizations. He specializes in modeling and financial planning solutions that help companies reduce reliance on spreadsheets, improve collaboration, and achieve scalable performance management. His consulting work spans industries including manufacturing, technology, and retail, where he focuses on aligning processes, people, and systems for long-term success.Expect to Learn:The signs your FP&A system is broken and ready for replacementHow to select the right planning or modeling tool for your company sizeThe real cost behind system implementation (and how to plan for it)Why clean data and cross-functional collaboration are essentialBest practices for RFPs, vendor selection, and proof of concept testingHere are a few quotes from the episode:“Reducing reliance on Excel isn't about killing it, it's about freeing up your team to think strategically.” - James Myers“The role of FP&A is to be a true value partner to the business—combining data, strategy, and people.” - James MyersJames Myers reminds us that FP&A transformation is less about tools and more about mindset. By focusing on vision, data quality, and collaboration, finance teams can build systems that scale with their companies instead of holding them back. If you're preparing for a software upgrade or implementation, this episode will help you do it right the first time.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow James:LinkedIn - https://www.linkedin.com/in/jamesmyersw/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[00:00] - Trailer[01:58] - What Makes Great FP&A[03:17] - Signs Your Current System is Broken[07:03] - The Hidden Cost of Excel Dependency[08:16] - How to Choose the Right FP&A Tool[13:35] - Setting a Vision Before Selecting Vendors[22:52] - RFP and Demo Best Practices[30:36] - Negotiating the Best Deal Without Cutting...
We are more connected than ever, yet more distracted. Maurice shares personal insights on how “doom scrolling” impacts productivity and offers actionable steps to reclaim focus and purpose in a world full of digital noise.In This Episode:00:00 Doomscrolling: The Hidden Distraction04:09 Prioritizing Passion Over Social Media08:20 Turn Down the Volume, Find Your PurposeKey Takeaways:Understand how overconsumption of social media can lead to underperformance in daily tasks.Identify personal triggers and habits that contribute to “doom scrolling.”Implement strategies for reducing social media use to boost productivity and achieve goals.Discover the power of intentional breaks to reconnect with your purpose without distractions.Prioritize real-life interactions and responsibilities over digital engagement.Resources:Well Why Not Workbook: https://bit.ly/authormauricechismPodmatch: https://bit.ly/joinpodmatchwithmaurice*FREE* 5 Bold Shifts to help you silence doubt and start moving: https://bit.ly/5boldshiftsConnect With:Maurice Chism: https://bit.ly/CoachMauriceWebsite: https://bit.ly/mauricechismTo be a guest: https://bit.ly/beaguestonthatwillnevrworkpodcastBusiness Email: mchism@chismgroup.netBusiness Address: PO Box 460, Secane, PA 19018Subscribe to That Will Nevr Work Podcast:Spreaker: https://bit.ly/TWNWSpreakerSupport the channelPurchase our apparel: https://bit.ly/ThatWillNevrWorkPodcastapparel
Launch Your Box Podcast with Sarah Williams | Start, Launch, and Grow Your Subscription Box
It's the 4th quarter—also known as the busiest, craziest time of the year for product-based business owners! You've planned your 4th quarter promotions and products are arriving, but have you thought about the logistics of fulfilling and shipping all those orders? In this episode, I share shipping hacks and strategies to help subscription box owners and product-based businesses navigate our busiest quarter… and stay sane doing it! Prep Packing & Shipping Supplies Early Audit your packing and shipping supplies now: tape, labels, boxes, poly mailers, filler. Order enough to get you through December. Plan for the unexpected. Establish a dedicated storage space for your extra supplies so your team knows exactly where to find what they need. Optimize Fulfillment by Prepacking, Prepping, and Batch Packing Pre-pack items that will be sold together, like holiday bundles or Black Friday specials. Reduce friction, eliminate unnecessary steps, and gain efficiency Implement batch packing by processing similar orders together for a smoother, faster workflow. Research Shipping Carrier Cut-off Dates & Have Options Research carrier cut-off dates and set your own Christmas shipping cut-offs well in advance. Overcommunicate! Post these cut-off dates visibly in your social media headers, on your website, and in emails. Stay flexible and ready to adjust by having multiple shipping options. Maintain open communication with your drivers to help manage any unexpected delays. Be Prepared for Increased Customer Service Volume Expect an increase in customer service inquiries and be transparent with customers about shipping timelines and potential delays. Have a contingency plan in place to deal with lost packages, including a policy for replacements or refunds. The holiday rush can be chaotic, but with these tips, you'll feel more prepared than ever to tackle Q4. Have a shipping manager or team? Have them listen to this episode to boost efficiency and reduce holiday chaos in your shop! Join me for this episode where I share fulfillment & shipping strategies to help subscription box owners and product-based businesses navigate the busiest, craziest time of year - the 4th quarter. Grab your coffee (or something stronger!) and let's dive in! Subscribe to the podcast on your favorite podcast platform and leave a 5-star rating and a review! Join me in all the places: Facebook Instagram Launch Your Box with Sarah Website Are you ready for Launch Your Box? Our complete training program walks you step by step through how to start, launch, and grow your subscription box business. Join the waitlist today!
Let's explore the power of having and implementing a playbook—a structured framework that guides teams to operate with alignment, consistency, and purpose. We continue our mini-series around our new book, Identically Opposite: Find Your Voice and SPEAK. We provide some insight into our SPEAK playbook. Highlights include: How playbooks from sports translate into scalable business success. A successful playbook involves every member of the team. Why communication and consistency are key to execution. Micro-adjustments to your playbook for leadership and performance; "whatever team comes out after halftime, making the best adjustments is usually the team that wins' The five-step SPEAK framework: See, Prepare, Enthusiasm, Allyship, Keep Preaching Intentionally. Build and sustain a speak-up culture within your organization. Order your copy of Identically Opposite: Find Your Voice and SPEAK today on Amazon and start developing your playbook for finding your voice and leading with impact. Timestamps: 6:59 Playbook Involves Every Member 10:31 Micro-Adjust to Win 12:20 Measure Success 19:52 SPEAK playbook
In this second installment, James shares a collection of clips discussing Universal Life insurance within the Infinite Banking Concept®. He highlights why Nelson Nash emphasized dividend-paying whole life, and how the structure and guarantees differ over time. As always, we hope you enjoy the episode and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/product/the-5…ecorded-live/ (Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking... ➫ www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here: ➫ www.bankingwithlife.com/product/becom…pecial-offer/━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast/bank…st/id1451730017Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ @banking-with-life-podcast━━━Follow us on Facebook: ➳ www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.
This time of year is critical. As sales leaders map out their budgets for the new year, the conversation always centers on a core conflict: How to cut expenses and, simultaneously, motivate teams to hit larger quotas. What's the first line item to feel the squeeze? Training and development. It is often incorrectly labeled a 'want' and not a 'need.' We hear leaders say, "It can wait until next quarter," or, "Once we stabilize revenue, we'll invest in the team." This short-sighted thinking doesn't save money. Instead, it's costing organizations a significant, quantifiable amount of revenue and talent. When professional development is treated like a luxury, we undermine the foundational ability of our teams to perform consistently at a high level. Training is the Foundational Requirement for Peak Performance Sales leaders should consider peak performance in any high-stakes environment. In the military, or in elite professional sports, ongoing training is not a choice—it is a non-negotiable, daily priority. So why is it that, in Sales, we view continuous development as optional or too expensive? The simple truth is that lack of training is the most expensive mistake you can make. Think about the rate of technological change. Most of us have upgraded our cell phones in the last three to five years because the old ones simply couldn't keep up. The same principle applies to your sales team's skill set. If your representatives are still relying on techniques learned 5, 10, or 15 years ago, then they are operating at a competitive disadvantage. They will be outmaneuvered and outperformed by competitors who are strategically investing in modern sales frameworks every time. Henry Ford's famous quote still holds true: "The only thing worse than training employees and losing them is to not train them and keep them." If you believe training is expensive, you must take a moment to calculate the monumental loss of reps consistently missing their quotas. The True Cost of Inconsistency and Turnover Look at the numbers. Assume three of your representatives are consistently missing quota by just 20%. That deficit is lost revenue—but it also represents wasted leads, missed opportunities, and the corrosive ripple effect of deals that never even make it into your pipeline. The amount of potential revenue lost due to underperformance is often far greater than the entire annual budget you would allocate to comprehensive sales training. Action Plan for Sales Leaders & Managers To reverse this loss, you must treat coaching as a continuous operational requirement, not a perk. Calculate the 'Cost of Inaction' to Justify Budget: Reframe thinking of training as an expense and start focusing on the cost of the status quo. Calculate the annualized revenue loss from your bottom 20% of underperforming reps (e.g., missed quota * average deal size). Use that concrete number to justify and secure a budget for development, proving that not training is your biggest liability. Implement a Continuous Coaching Framework: Don't rely on annual training events. Transform your managers into daily coaches by mandating 30 minutes of structured, one-on-one coaching per week focused on skill development. This reinforcement is what locks in new behaviors and prevents the initial energy gained in training from fading. The Hidden Expense of Disengagement Talent turnover is another critical cost of lack of training that is often overlooked. A representative who feels unsupported, or who consistently misses quota because they don't have the necessary tools and coaching, is highly likely to seek opportunities elsewhere. The cost of recruiting, onboarding, and ramping a replacement—which includes the loss of established customer relationships and the disruption to team morale—significantly outweighs the expense of proactive investment. How to Take a Struggling Rep From Liability to Asset