Podcasts about Implement

In this fourth volume of the Best of the Banking With Life Podcast, we've compiled another set of standout clips from past episodes. These moments highlight real client experiences, timeless insights, and classic IBC conversations. As always, we hope you enjoy 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-t...Buy Nelson Nash's 6.5 hour Seminar on DVD here: ➫ www.bankingwithlife.com/produ... (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/getti...━━━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/produ...━━━Learn more about James Neathery here: ➫ bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts: ➫ podcasts.apple.com/us/podcast...Listen on your Android through Stitcher: ➫ www.stitcher.com/podcast/bank...Listen on Soundcloud: ➫ / banking-with-life-podcast━━━Follow us on Facebook: ➳ / 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.

In episode 710, Jessica Vogl shares her journey from corporate PR to full-time food blogging, including the mindset and strategies that helped her make the leap. Jessica Vogl is the face behind This Jess Cooks, where she shares simple baking and sourdough discard recipes. She also shares tips and tricks to help get your own sourdough starter up and running, so if you're in your sourdough era (or if you want to be!), then she's your person! Jessica is based in Chicago with her husband and son, and they recently bought a house that they are renovating. In this episode, you'll learn what it really takes to leave a secure career and dive fully into blogging. Jessica shares actionable steps, key mindset shifts, and how to tap into your existing skills for a smooth transition. Key points discussed include: - Create a structured exit plan: Jessica explains how a 6-month roadmap helped her transition from corporate life to blogging. - Leverage your existing skills: Repurpose your corporate or professional experience—like marketing, PR, or photography—into freelance or blog-related gigs. - Explore creative side gigs: Don't rely solely on ad revenue; Jessica found early success with freelance food photography and consulting. - Build support and accountability: Get your partner and inner circle on board before making the leap. - Give yourself a test window: Jessica committed to trying blogging full-time for one year with clear financial goals. - Implement systems early: Adding structure to her days post-corporate life helped Jessica stay productive and avoid burnout. - Embrace mindset growth: Overcoming “newbie” thinking and believing in her value was crucial to her success. - Stay open to learning: Whether it's a new skill or business challenge, Jessica emphasizes the importance of ongoing education. Connect with Jessica Vogl Website | Instagram

“We are a hospitality company first and foremost.” Joining Dan this week is Alissa Klees, the Brand Leader of Spark by Hilton, the trailblazing brand that earned Hilton recognition as one of Fast Company's 2024 Most Innovative Companies. Alissa delves into what hospitality means to her, encompassing both personal and professional interactions. She shares the incredible journey of Spark, from its secretive "Skunkworks-type room" origins to its rapid global expansion. Highlights include the brand's focus on simplicity, affordability, and owner satisfaction, making conversions quick and efficient. Alissa emphasizes the positive impact on hotel staff pride and guest experiences, backed by Hilton's innovative culture and robust supply chain strategies. The episode also explores future growth opportunities and the lasting impact Spark aims to achieve within the industry.Takeaways:Ensure that the guest experience is straightforward and predictable to meet their expectations consistently. Consider establishing strong partnerships with supply chain managers. Look into negotiating bulk purchasing agreements to keep your renovation or building projects on schedule and within budget.Implement systems that align with the philosophy of 'people serving people' to build a strong, service-oriented culture.Collect and analyze guest feedback to identify design or service aspects that need improvement. Be flexible and ready to adapt based on the feedback to continually enhance the guest experience.Provide value-driven experiences to make budget-conscious guests consider and prefer your brand.Quote of the Show:“We are a hospitality company first and foremost.” - Alissa KleesLinks:LinkedIn: https://www.linkedin.com/in/alissak/ Website: https://www.hilton.com/en/brands/spark-by-hiltonShout Outs:0:48 - Fast Company https://www.fastcompany.com/ 1:50 - Skunkworks https://www.lockheedmartin.com/en-us/who-we-are/business-areas/aeronautics/skunkworks.html 2:00 - Lockheed Martin https://www.lockheedmartin.com/ 2:35 - Larry Traxler https://www.linkedin.com/in/larrytraxler/ 5:38 - Danny Meyer https://en.wikipedia.org/wiki/Danny_Meyer 6:17 - Hampton https://www.hilton.com/en/brands/hampton-by-hilton/ 16:24 - Sonesta https://www.sonesta.com/ 17:58 - JM Hospitality https://www.jmhospitality.com/ 19:58 - DoubleTree https://www.hilton.com/en/brands/doubletree-by-hilton/ 20:02 - Rogers Arena https://rogersarena.com/ 25:42 - Peloton https://www.onepeloton.com/ 32:55 - Chris Nassetta https://www.linkedin.com/in/chrisnassetta/ 36: 23 - Waldorf Astoria https://www.hilton.com/en/brands/waldorf-astoria/ 37:32 - Tru https://www.hilton.com/en/brands/tru-by-hilton/ 46:01 - Ernest Hemingway https://en.wikipedia.org/wiki/Ernest_Hemingway 49:18 - Conrad https://www.hilton.com/en/brands/conrad-hotels/ 52:58 - Graduate https://www.hilton.com/en/brands/graduate-hotels/ 53:14 - NoMad https://www.hilton.com/en/brands/nomad-hotels/ 53:25 - MGM https://mgmgrand.mgmresorts.com/en.html 

The answer varies depending on where the repair station is located. Tune in as Ric Peri breaks down this frequently asked question and learn whether you need an SMS program, when you need it, and how the AEA is helping member companies in this episode of AEA Amplified.

Fill your group program in 5 weeks: A 3-part roadmap to consistently sell out your offer (even in the summer, when you're busy & distracted!)In this action-packed replay of Steph's most recent training, you will learn how to:1) Pinpoint exactly what's going wrong for you right now if you aren't enrolling clients at the level you desire2) Identify the only shift you must make to clear the clutter in your business and fill up your programs simply – then put it on repeat 3) Implement the 3 key ingredients for a step-by-step, rinse & repeat sales cycle that brings you consistently full groups 4) Unveil my 5 week roadmap for 5-6 figure groups & exactly how this can break down on your calendar Steph will teach you how to make your sales strategy feel like you're inviting your clients to an amazing party -- and they'll be delighted to join you. Enjoy!Applications for the Sold Out Group Programs Mastermind are now open until July 2nd! Sign up at https://stephcrowder.com/mastermind

The best of The Implement AI Podcast — curated moments that highlight how AI is transforming small and medium-sized businesses. From selecting the right tools to ongoing optimization, these clips showcase real insights to help you stay ahead in an AI-driven world.Catch up on more episodes and subscribe to stay ahead in the AI space — available on all major podcast platforms. Learn more at implementai.io. Hosted on Acast. See acast.com/privacy for more information.

Brad chats with certified financial planner Shannah Game, who shares insights from her book Unraveling Your Relationship with Money. They discuss the emotional and psychological aspects of finance, emphasizing the importance of understanding one's money stories, setting intentional spending boundaries, and achieving financial independence beyond just numbers and logic. Key Topics Discussed: Introduction to Shannah Game (00:00:48) Shannah is a CFP and author of Unraveling Your Relationship with Money. The Emotional Side of Finance (00:01:35) Personal finance is 90% psychology and emotion. Shannah discusses her own journey and revelations about money. Understanding Money Trauma (00:06:48) Money trauma can affect anyone, not just those from impoverished backgrounds. Discussing childhood experiences and their impact on adult financial behaviors. Strategies for Intentional Spending (00:12:15) Implement the 24-hour rule before purchases to reduce impulsive spending. Create space between stimulus and response to make intentional financial choices. Creating Your Financial Rules (00:16:40) The concept of setting personal financial boundaries and making your own rules. Importance of tailoring financial strategies to individual needs. Personal Growth and Self-trust (00:36:17) Fostering a growth mindset to combat feelings of being "bad with money." Emphasizing the importance of self-trust in financial decision-making. Key Insights: Money as Joy, Not Struggle (00:06:00) Money should enhance life rather than be a source of stress. Conscious Spending (00:10:07) Create space to reflect before making purchases. Set Your Own Financial Rules (00:16:40) Empower yourself to establish personal financial guidelines that resonate with your values. Our Brains and Money (00:18:39) Recognizing how cognitive processes can sabotage financial well-being. Actionable Takeaways: Apply a 24-hour cooling-off period before making purchases to minimize impulsive spending. (Timestamp: 00:11:22) Use highlighters to categorize your spending and uncover hidden patterns affecting your financial decisions. (Timestamp: 00:29:23) FAQs: What are some strategies to manage emotional spending? Implement a 24-hour waiting period before purchases. (00:10:58) How can I uncover my money stories? Reflect on spending patterns in a relaxed environment to identify emotional triggers. (00:29:23) Why is it important to address money trauma? It helps break negative cycles, fostering a healthier financial relationship. (00:07:53) Discussion Questions to Consider: What are your earliest memories related to money, and how do they shape your current beliefs? (00:08:15) How can you create a healthier emotional relationship with money? (00:39:17) Related Resources: Unraveling Your Relationship with Money - Book Link (00:41:01) Follow Shannah Game: Website & Podcast: EveryonesTalkingMoney.com Instagram: @ShannahGame Examine your financial beliefs deeply and review the actionable steps to cultivate a healthier relationship with money, paving the way toward financial independence.

Send us a textEpisode Notes: The difference between a good collision repair shop and a truly exceptional one often boils down to one critical factor: how people feel when they interact with your business. Join us this week as Sheryl Driggers, former MSO owner and now lead CSR trainer for Mike Anderson's elite Spartan Groups, reveals the science and strategy behind creating meaningful connections that transform both customer experience and employee satisfaction.Here are three effective actions collision shop leaders can take from Sheryl's insights:Cultivate a Positive Environment: Focus on creating a positive workplace atmosphere. Encourage a culture where positivity is the norm, as it enhances decision-making, creativity, and productivity. This can be achieved by recognizing and celebrating small wins, offering support, and fostering open communication among team members.Enhance Emotional Connections: Train your staff to prioritize emotional intelligence in customer interactions. Encourage them to go beyond standard service protocols by making customers feel valued and understood. Simple gestures like personalized follow-ups or remembering customer preferences can create memorable experiences that enhance customer loyalty.Implement the "One Degree" Concept: Encourage your team to consistently perform small, thoughtful actions that exceed customer expectations. This could include personalized thank-you notes, unexpected discounts, or simply going the extra mile in service delivery. These minor enhancements can significantly impact customer satisfaction and lead to increased referrals and repeat business.Taking these actions, rooted in positive human interactions, can transform both your customer service and employee engagement, driving long-term success for your business! GUEST CONTACTSheryl Driggers - sheryl@collisionadvice.comCollisionAdvice – www.collisionadvice.comShawn Achor Ted Talk: https://youtu.be/GXy__kBVq1M?si=robDiWbKpUVOTuaAThe Seven Habits of Highly Effective People: https://wSupport the showJoin our Mind Wrench mailing list!

In this montage episode of The Banking With Life Podcast we share some great clips from past episodes. As always, we hope you enjoy 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.

What are you learning from your health journey? Are you solidifying habits and creating a process that is serving you with weight loss or some other goal? Oftentimes it takes auditing what we are currently doing in order to identify inefficiencies that are causing frustration.    In this second episode on the topic of learning from your health and fitness journey, you'll learn some practical and easy-to-implement actions that you can take to make progress!    If this episode helps you, I would love to hear about it! Feel free to DM me on Instagram or leave me a voicemail! The link is below.    Missed the first episode in this series? Here is the link!   Grab my free cheat sheet: Macro Cheat Sheet for Midlife Women   If you enjoyed the episode, please leave me a review or share it with someone who could benefit from it!    Next Steps: If you're ready to ditch the diet and take the next step toward a sustainable path to fitness, book a one-hour coaching call.   During the call you will receive practical, personalized advice and direction to help you to finally know the next step to take in order to make progress with health and fitness in a clear, doable way.   Or, interested in some accountability and community?   Join my free Macros & Midlife, Sustainable Weight Loss for Christian Women Facebook group to chat with other likeminded ladies who are working on improving their health and fitness too!   Follow me on Instagram: Emily Iboa Coaching on Instagram   Do you have a question or a comment you want me to feature on the show? Leave me a voicemail! https://www.speakpipe.com/Macros_Midlife

Dr. Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner with over 35 years of experience in tax reduction and wealth building. Through her proprietary KPGSystem, Dr. Jackson has helped over 100,000 individuals and businesses Keep, Protect, and Grow their wealth. As a trusted expert in financial security, Sherry empowers professionals to safeguard their earnings and create lasting wealth. She is the author of impactful books, including "How to Escape The Rat Race," and reaches an audience of over 44,000 followers on social media, where she shares her knowledge on achieving financial freedom and building a legacy. Dr. Jackson's speaking, books, and consulting work go beyond education, offering actionable strategies for financial success and long-term wealth creation. A sought-after guest, Dr. Jackson is dedicated to helping individuals and businesses unlock their financial potential and secure their future.   During the show we discussed: Identify common tax pitfalls that small business owners should be aware of. Understand what triggers an IRS audit and how to avoid becoming a target. Learn why the IRS often targets small business owners for audits. Explore ways to maximize income while minimizing tax liabilities. Discover the first step a small business owner should take to reduce taxes. Learn when groceries, travel, and meals can be written off legally. Understand the benefits of hiring your kids as a tax strategy. Use innovative strategies to build wealth while minimizing tax burdens. Legally reduce taxes as a small business owner without risking an audit or penalty. Having multiple income streams for tax reduction and wealth building. KPGSystem helps protect and grow earnings in today's financial environment. Navigate complex tax laws effectively to safeguard business earnings. Implement key tax-saving strategies from the very beginning of a business.   Resources: https://shop.sherrypeeljackson.com/  

Feeling stuck in your group practice and wondering how to finally build real wealth as a practice owner?  If you've been pouring everything into your group practice but still feel like you're not gaining traction financially, this episode is for you. I sat down with Eric Miller, co-owner of Econologics Financial Advisors, to talk about the retirement strategies and financial freedom tips he suggests to help practice owners turn burnout into long-term success. We talk about how to stop relying on traditional retirement plans that don't serve practice owners, and instead focus on building true wealth through diversifying income and treating your business like the investment it is.  Whether you're deep into your group practice journey or just starting to scale, these retirement strategies will help you shift your financial outlook and take control of your future. Here's what we dive into in this episode: Why traditional retirement strategies often fail practice owners, and what to focus on instead if you want lasting success How to start diversifying income beyond just adding new services — and why that matters for your long-term financial security The weekly habit Eric swears by that boosts income and supports sustainable diversifying income streams The biggest financial mistakes practice owners make — and the simple financial freedom tips that can help you avoid them What your practice space, staff, and systems might be hiding — and how to use them more effectively before expanding If you've been looking for a roadmap to smarter retirement strategies, or just want some no-fluff financial freedom tips you can actually use, you're going to love this conversation.  Eric and I talk honestly about what it takes to create multiple diversifying income streams, how to think like an investor, and why now is the time for every practice owner to start planning for the future.   LINKS: Need extra support? Join The Exchange, a membership community just for group practice owners.  The Group Practice Exchange Programs + Courses The Accountability Equation™ Quiz The Accountability Equation Book Group Practice Forecasting Support GPT   CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE: Website Facebook Instagram LinkedIn   CONNECT WITH ERIC MILLER: Website Book: How To Become a Financial Beast Free booklet: Financial Strategies Every Practice Owner Needs to Implement to Build Wealth YouTube Facebook LinkedIn   SPONSORS: TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!  GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

In this energizing episode of the Build a Vibrant Culture podcast, Nicole Greer sits down with creativity expert and leadership consultant Dr. Amy Climer, author of Deliberate Creative Teams: How to Lead for Innovative Results. Together, they unpack what makes teams truly innovative and how leaders can clear the path for creativity.You'll discover Amy's three-part model for team innovation, why most brainstorming fails, and how to use a proven, research-backed creative problem-solving process that actually works. Plus, Amy shares real-world stories—from manufacturing floors to city council chambers—where creative thinking transformed results.Get ready to spark your team's creativity, eliminate idea killers, and finally make innovation part of your everyday culture.Highlights from this episode:[00:07:07] – What creativity actually means (hint: novelty + value).[00:12:49] – The Deliberate Creative Teams model: Purpose, Team Dynamics, and Creative Process.[00:27:27] – The four-stage creative problem-solving process: Clarify, Ideate, Develop, Implement.[00:35:29] – Creativity and change management: how they're tightly intertwined.[00:37:54] – Clearing the path for creativity by eliminating meetings, tasks, and outdated processes.[00:47:33] – Final nugget: “Be deliberate to be creative. It will not happen by accident.”Get Amy's book, Deliberate Creative Teams: https://a.co/d/cGgRt9DAlso mentioned in this episode:Your Creative Power by Alex Osborn https://a.co/d/j8aICLIConnect with Amy:Website: https://climerconsulting.com/LinkedIn: https://www.linkedin.com/in/amyclimer/X: https://x.com/amyclimerListen today at www.vibrantculture.com/podcast or your favorite podcast platform!Learn more about Nicole Greer, the Vibrant Coach: https://www.vibrantculture.com/

Amid reports of people asking AI to do things like help with their mental health issues or find romantic partners, a writer decided to ask it a simple question. Why it ended up being a disaster. And, as temperatures climb, the role of shade in trying to mitigate that heat.

Send us a textThe digital marketing landscape for home care agencies is experiencing a seismic shift as AI-powered search transforms how potential clients find care services. Valerie Van Booven delivers a compelling deep dive into this new reality where traditional SEO tactics alone no longer guarantee visibility.When someone searches "How much does home care cost in St. Louis?" or "Can I get paid to care for a family member in Nebraska?", Google and ChatGPT now provide comprehensive answers directly at the top of search results—often without users needing to click through to any website. This fundamentally changes the game for home care agencies seeking to connect with potential clients online.Through real-world examples and screenshots, Valerie demonstrates how agencies that create structured, authoritative content addressing real client questions consistently appear in these AI-generated summaries. The agencies winning in this new environment aren't just focusing on location-based keywords like "home care in Fairfax"—they're creating valuable content around the questions people actually ask: payment options, caregiver compensation, and service comparisons.The strategies for success include developing comprehensive service descriptions, building location-specific content, maintaining active business profiles on Google and Bing, securing and responding to reviews, and creating FAQ sections using natural, conversational language. Perhaps most importantly, agencies should regularly "AI themselves" by searching for their business in ChatGPT and Google to understand what information these systems are presenting about their services.Ready to ensure your home care agency doesn't become invisible in AI search? Implement these proven strategies to strengthen your digital presence and connect with more clients in this new era of AI-powered discovery. The agencies that adapt quickly will gain significant advantages as these technologies continue to evolve and reshape how care decisions are made.Continuum Mastery Circle IntroVisit our website at https://asnhomecaremarketing.comGet Your 11 Free Home Care Marketing Guides: https://bit.ly/homecarerev

In episode 102, I sit down with Dr. Anita Bengale, a fellow emergency medicine physician who has expanded her career beyond the ER walls. We explore the concept of appreciative inquiry and how it can transform healthcare from within, focusing on what's going right rather than dwelling on the negatives. Dr. Bengale shares her personal journey of rediscovering joy in medicine after experiencing burnout. She discusses the pivotal moment when she realized the need for change and how she embarked on a path of self-discovery and career diversification. Key insights from our conversation include: The importance of defining success on your own terms, rather than adhering to external expectations How coaching education can lead to personal transformation and new career opportunities The concept of "social prescriptions" and their role in healing and overall well-being The power of ketamine therapy in treating severe anxiety and depression Strategies for combating the loneliness epidemic, especially among healthcare professionals Discover how to: Recognize and address burnout by listening to what it's trying to teach you Create a portfolio career in medicine that aligns with your passions and values Implement small, manageable changes to increase social connection and combat isolation Navigate the challenges of metric-driven healthcare while maintaining personal satisfaction Explore unconventional conferences and networking opportunities to spark new ideas and connections Dr. Bengale's journey from burnout to a thriving, multifaceted career offers inspiration for healthcare professionals seeking to practice medicine on their own terms. Her insights on social prescriptions, ketamine therapy, and the importance of community in healing provide a fresh perspective on the future of healthcare. "There is so much power in being able to still practice emergency medicine or any field of medicine on your terms." - Dr. Anita Bengale Join us for this thought-provoking conversation that challenges conventional career trajectories in medicine and inspires healthcare professionals to explore the full spectrum of possibilities in their field. Connect with Dr. Anita Bengale: Website Instagram: @anitabangale

In this episode of Stronger Sales Teams, Ben Wright is joined by Robyn Djelassi – a dynamic, strategically focused HR leader with a wealth of experience spanning multiple industries. Robyn shares her insights into the art of building high-performing sales teams, underscoring the value of diversity and complementary skill sets over the tendency to hire in one's own likeness. The conversation offers practical, actionable advice for leaders looking to shape resilient and effective sales teams. About the Guest: Robyn Djelassi is a seasoned HR professional and the founder of Impact People Solutions. With two decades of experience across a diverse range of industries – including banking, finance, gaming, and entertainment – Robyn is recognised for her forward-thinking approach to Human Resources. She brings a unique ability to balance strategic insight with hands-on execution and is deeply committed to aligning individual performance with broader organisational goals. Her work reflects a passion for creating impactful, people-driven outcomes that support long-term business success. Key Takeaways: Avoid hiring clones of yourself; aim for a mix of experiences, thoughts, and backgrounds to meet diverse client needs. Hire those who genuinely believe in your product and care about customers over merely chasing numbers. In tougher economic climates, early and honest communication is crucial for managing team morale and transitions. Foster a working relationship with HR as a valuable ally, not just a regulatory entity. Implement processes to consistently check in with team members to understand their evolving needs and motivations. Time Stamps: 0:00 Intro 1:15 Guest Introduction 3:23 What Makes Robyn Tick 4:20 Key Mistakes Leaders Make When Growing Teams 6:15 How To Build Out Teams 7:05 How To Assess If Candidates Actually Care 9:27 How To Make Sure That Interviewees Actually Care 11:55 Getting The Most Out Of A Diverse Team 15:32 Managing The Restructuring 18:27 Building Relationship With The HR Department 20:11 Guest Socials 20:40 Road to Cairns 21:52 Outro Rate, Review, & Follow If you're liking what you're hearing, make sure you ‘follow' the show wherever you listen to your podcasts…so you never miss an episode! I'd also love to hear what you think, so drop us a review after you close that next deal…tell me what you're liking, and what you want more of so I can look to cover it in a future episode.

Send us a textEpisode OverviewIn this powerful episode, Justin Roethlingshoefer explores the dangerous difference between obsession and obedience, sharing his personal journey from NHL performance coach to health crisis and the transformative realization that changed everything. Learn why obsessing over outcomes can destroy your health, while obsessive obedience to your calling can set you free.Key Timestamps02:32 - The Obsession That Sickens You 04:57 - Justin's Personal Story: From Health Obsession to NHL Dreams 06:53 - The Cost of Obsession: Health Crisis at 30 09:06 - Jimmy Fallon's Breaking Point Story 11:11 - The Science of Obsession: Heart Rate Variability 13:34 - Biological vs Chronological Age 16:05 - The Brain Rewiring Effect of Obsession 18:07 - Obsession vs Obedience: The Key Difference 20:41 - Rock Bottom: When Success Feels Empty 22:38 - Four Critical Self-Reflection Questions 25:57 - Your Body as a Temple: The Need for Rhythm 27:50 - Shifting from Proving to Obeying 29:13 - Own Your DifferentEpisode HighlightsThe Dangerous Side of ObsessionHealth Impact: Chronic obsession triggers ongoing stress response, leading to low heart rate variability, inflammation, and immune dysfunctionMental Toll: 2017 study links obsessive-compulsive tendencies to anxiety, insomnia, and memory lossPhysical Symptoms: Digestive issues, sleep problems, constant soreness, and accelerated biological agingThe Transformation FormulaObsession over control/validation/success = SicknessObsessive obedience to God's calling = FreedomConformity (obsession) vs Transformation (obedience)Action StepsAssess your current obsessions - are they aligned with your calling?Implement regular rest without guiltMonitor your body's stress signals (consider HRV tracking)Shift focus from outcomes to obedient actionCreate rhythms and seasons in your schedule=========================== Subscribe and Listen to the Own It Show HERE: ➡︎ YouTube:https://www.youtube.com/@justinroethlingshoefer➡︎ Apple Podcasts:https://apple.co/3KCyN3j➡︎ Spotify: https://open.spotify.com/show/3F58Ez4lbIKQ6kMu2pfpIG =========================== Resources: ⚡️CHECK OUR PROGRAMS: https://ownitcoaching.com/programs/⚡️BOOK: https://thepowerofownershipbook.com/ =========================== Connect with Justin Roethlingshoefer on Social Media: ➡︎ linkedin.com/in/justin-roethlingshoefer➡︎https://www.instagram.com/justinroeth/?hl=en Own It Success is different so own your different!

The Counselor reveals a practical secret to smash your fantasy football 2025 drafts! Implement asap!  Subscribe to smash your leagues! 

In this Friday the 13th podcast," Eric, addresses 13 common reasons why contracting businesses may not be thriving, framing them as "demons" to be overcome. He emphasizes that many contractors fail due to internal issues rather than external market forces. The episode offers practical advice on topics such as understanding business financials, overcoming the fear of raising prices, effective follow-up, the importance of branding, and training staff. Eric also highlights that contractors are ultimately in the "people business," not just construction, stressing the need for strong client relationships. Throughout the show, he encourages listeners to "face it and fix it," offering his coaching and training resources as solutions. Key Takeaways: Actively face and fix the "demons" or challenges in your business and personal life. Invest in sales training to overcome the fear of selling and confidently charge what you're worth. Implement time blocking to manage overwhelm and gain more freedom in your schedule. Prioritize marketing and branding to ensure consistent business and avoid a downward spiral. Understand that you are in the people business, focusing on client needs rather than just technical skills. Resources: Contractor Sales Secrets: ContractorSalesSecrets.com Fitz Fish Ponds: Koi Trips Book A Call With Triplett: Call with Triplett The Pond Digger: https://theponddigger.com/ LA Pet Fair: https://www.lapetfair.com/ Atlantic-Oase: https://www.atlantic-oase.com/ Helix Pond Filtration: http://helixpondfiltration.com/ TWT Contractor Circle (Facebook Group): TWT Contractor Circle TWT Contractor Power Circle (Facebook Group): TWT Contractor Power Circle The Pond Digger Instagram: Instagram The Pond Digger Facebook: Facebook Train With Triplett TikTok: TikTok EasyPro Pond Products: https://easypro.com/  Pond Trade Magazine: https://www.pondtrademag.com/ 

In this episode of the Banking With Life Podcast, James continues the conversation with Andy Barker. Andy shares how his business experience and faith shape the way he uses the Infinite Banking Concept® and why staying grounded matters in finance and life. As always we hope you enjoy the episode and thank you for listening!Part 1: ➫ youtu.be/bPIp0qmpyNoMake 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 Podcast Is Episode 632, And It's About Navigating Job Site Challenges For Small Construction Businesses As a small construction business owner, you're not just a builder; you're a problem-solver, a negotiator, a project manager, and often, the first one on-site and the last one to leave. While the vision for a completed project is always clear, the path to getting there is often paved with unforeseen challenges, daily inconveniences, and persistent problems.   I've seen it time and again from my vantage point, both as a previous construction business owner and now a construction bookkeeping specialist: these job site issues, if left unchecked, don't just delay projects – they eat into profits, strain client relationships, and can even jeopardize the future of your business. But here's the good news: recognizing common pitfalls is the first step to conquering them.   1. The Relentless March of Labor Shortages The U.S. construction industry is grappling with a significant shortage of skilled labor. Finding qualified carpenters, electricians, plumbers, and other tradespeople can be a constant headache, leading to project delays, increased labor costs, and a struggle to take on new work. How to Handle It: Invest in Training & Apprenticeships: Partner with local trade schools, community colleges, or established apprenticeship programs. Grow your talent by investing in on-the-job training for less experienced workers. Competitive Compensation & Benefits: Review your wage scales and benefits package. Offering competitive pay, health insurance, and retirement plans can significantly improve attraction and retention in a tight labor market. Employee Referrals: Encourage your current, trusted employees to refer candidates by offering a bonus for successful hires. Cross-Training: Train your existing crew members on multiple tasks to increase their versatility and cover gaps when a specific skill is in short supply. Utilize Technology for Efficiency: Leverage project management software to optimize scheduling and minimize wasted labor hours, maximizing the productivity of your existing workforce. 2. Escalating Material Costs & Supply Chain Disruptions From lumber and steel to concrete and specialized components, material prices can fluctuate significantly, and supply chain issues can lead to frustrating delays. This unpredictability makes accurate bidding and project profitability a constant challenge. How to Handle It: Early & Bulk Ordering: When feasible, order materials well in advance, especially for items with long lead times or volatile prices. Consider bulk purchasing when storage and cash flow allow. Multiple Supplier Relationships: Cultivate strong relationships with several suppliers. Having backup options is crucial for urgent needs or when your primary supplier faces delays. Price Escalation Clauses: Include clauses in your contracts that allow for price adjustments if material costs exceed a certain percentage, protecting your profit margins from sudden spikes. Explore Alternatives: Be open to using alternative materials or construction methods that offer cost savings or improved availability without compromising quality or code compliance. Real-time Cost Tracking: Utilize robust accounting and project management software to track material costs in real-time against your budget, enabling quick adjustments. 3. Navigating the Regulatory Maze: OSHA, Permitting, & Local Codes The U.S. construction industry is heavily regulated, with strict rules from federal agencies such as the Occupational Safety and Health Administration (OSHA), as well as complex state and local permitting and building codes. Non-compliance can result in substantial fines, project delays, and legal liabilities. How to Handle It: Prioritize Safety (OSHA Compliance): Implement a comprehensive safety program to ensure compliance with OSHA regulations and maintain a safe work environment. Conduct regular safety meetings (toolbox talks), provide proper Personal Protective Equipment (PPE), and ensure all workers are trained on OSHA regulations relevant to their tasks. Regular site inspections are key. Dedicated Compliance Officer: For larger businesses, consider designating a team member to be responsible for staying up-to-date on all relevant regulations and ensuring compliance. Permit Proactiveness: Start the permitting process early. Understand the specific requirements of each municipality you work in, as these can vary significantly. Consult Experts: Don't hesitate to consult with legal counsel, an experienced construction bookkeeper, or a safety consultant to ensure full compliance. Documentation is Key: Maintain meticulous records of all safety training, inspections, permits, and communications with regulatory bodies. 4. Poor Communication & Coordination Among Stakeholders Construction projects involve numerous moving parts: your crew, subcontractors, suppliers, architects, engineers, inspectors, and, of course, the client. Miscommunication or a lack of coordination can lead to costly errors, delays, and friction. How to Handle It: Implement Project Management Software: Utilize software designed explicitly for construction that enables centralized communication, scheduling, document sharing, and progress tracking, accessible to all relevant parties. Daily Huddles & Weekly Meetings: Conduct brief daily huddles with your on-site team to review tasks, address immediate concerns, and assign responsibilities. Hold weekly meetings with key subcontractors and the client for larger updates. Transparent Chains of Command: Define who is responsible for what and establish clear reporting lines to ensure accountability. Documentation of Decisions: Follow up verbal discussions with written summaries (emails or notes in your project management system) to avoid "he said, she said" disputes. Manage Client Expectations: Set realistic expectations from the outset regarding timelines, budget, and potential challenges. Implement a formal change order process for any scope adjustments. 5. Cash Flow Challenges & Budget Overruns Delayed payments from clients, unexpected expenses, and inaccurate cost tracking can quickly lead to cash flow issues and projects spiraling over budget, jeopardizing your business's financial stability. How to Handle It: Accurate Job Costing: This is my wheelhouse! Implement a robust job costing system that tracks every expense (labor, materials, equipment, subs) against specific projects. This helps you identify where money is being spent and where you might be losing profitability. Detailed & Realistic Bidding: Don't underbid to win a project. Include a reasonable contingency fund (typically 10-15%) for unforeseen issues. Progress Billing: Structure your contracts to allow for progress payments based on milestones achieved. This ensures a steady inflow of cash as work progresses. Aggressive Invoice Follow-Up: Don't let invoices sit unpaid. Have a straightforward process for following up with clients on outstanding payments. Leverage Technology: Utilize accounting software integrated with your project management tools to automate invoicing, track receivables, and monitor cash flow in real time. Building Success, One Solution at a Time Being a small construction business owner in the U.S. is not for the faint of heart. The challenges are significant, but they are not insurmountable. By proactively addressing these common job site problems with thoughtful planning, clear communication, strategic technology adoption, and a strong financial management system, you'll not only overcome obstacles but also build a more resilient, reputable, and profitable construction company that stands strong for years to come. Your foundation for success is built not just on steel and concrete but on sound operational and financial practices. P.S. We wish our construction community fathers a "Happy Father's Day" this coming weekend for being actual builders, both at work and at home! Your dedication to your craft inspires those around you, and the strength you show on the job site mirrors the strength you provide to your family. Thanks for laying a solid foundation of love, support, and hard work in our lives. Enjoy your special day—you've earned it! About The Author: Sharie DeHart, QPA, is the co-founder of Business Consulting And Accounting in Lynnwood, Washington. She is the leading expert in managing outsourced construction bookkeeping and accounting services companies and cash management accounting for small construction companies across the USA. She encourages Contractors and Construction Company Owners to stay current on their tax obligations and offers insights on managing the remaining cash flow to operate and grow their construction company sales and profits so they can put more money in the bank. Call 1-800-361-1770 or sharie@fasteasyaccounting.com

This week on RevOps Unboxed, Sandy sits down with Warren Zenna, Founder of The CRO Collective, to get his thoughts on when companies should implement revenue operations.

States are looking for a solution to tamp down on the amount of reckless driving and speeding on their streets, and they may have found the solution. Some states are passing laws that will punish those who were charged with reckless or speeding with devices that will control their vehicle's top speed. Greg and Holly discuss this new tech, is this too far of a punishment and if it could be something implemented here in Utah? 

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the habits of successful investors. Higher earners often fall into "lifestyle inflation" where they never feel they can get ahead. Implement these habits to successfully build your wealth, regardless of your tax bracket!Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠Contact - West & Walters⁠⁠⁠Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠⁠Schedule A Call - West & Walters

In the last email, I talked about presenting your UX vision to stakeholders and leadership. We looked at how to focus on the value you offer and how to tailor that message to your audience's specific needs. But, successfully driving through your strategy involves more than just a well-crafted presentation. It also needs a strategic approach when you are in the room with those key decision makers.I want to share some additional thoughts on that today.The Problem with Asking PermissionOne common mistake I see is when UX practitioners pitch their strategy as something they need management to sign off on. This can trigger a cautious mindset in people. They might start thinking, "Is this going to cost me money?" or "What are the implications for me?" and the conversation quickly becomes a critique.A Better Approach: Ask for HelpInstead, I recommend going in and asking for their help. Explain your goals clearly. Tell them you're trying to improve in specific areas and deliver on the goals they care about. Then, explain that you believe your strategy is the way to achieve this. Crucially, ask for their perspective. Ask if they agree with your approach and what they think about it.Why This WorksThis approach of drawing them in and asking for their feedback does two powerful things.First, you're appealing to their ego a little bit. You're saying that you value their opinion and believe they can help you. People are generally quite receptive to that.Second, if you can genuinely take on board their comments and tweak your strategy based on their feedback, they've essentially given you permission already. If you've incorporated their suggestions, they are more likely to be happy with it. People like to be consistent with their previously stated views, so it becomes very unlikely they will reject it. Even if you don't apply all their recommendations, having a dialogue about it means they feel a sense of ownership over your strategy.Find Your AlliesIt also helps significantly if you do some preparation before you speak to management. Go and seek allies. These are other people who are excited by your strategy and vision and are willing to support you in your conversations with leadership by saying, "Yes, I'm behind this too." The more voices you have, the more momentum your strategy picks up. This means management is much more likely to approve it. It's really worth trying to create excitement around your strategy before you try to make it official.Start with Design ChampionsWhen looking for potential allies, start with the obvious people. These are the individuals who already value design and UX within your organization. You likely know who they are. Even if they don't use the specific term "user experience," they are certainly affected by the negative consequences of a poor user experience. Typically, these will be people in marketing or customer service.Find Change AdvocatesNext, look for those who are dissatisfied with the status quo. Your best allies are often those who are unhappy with current processes and want things to change. For example, product owners who feel frustrated that the UX team has become a bottleneck, or that you can't contribute as much as they'd like, can often be useful allies.Prepare for ObjectionsWhen you start talking to potential allies, senior management, or any colleagues, you need to be ready for objections. There will be many thrown at you, and you need to have responses prepared. While I won't list every possible objection, here are some common ones you might hear:Red tape: "We need to go through procurement for that." This is especially common in larger organizations.Resource constraints: "We haven't got enough people to do this."Risk aversion: People don't like to do anything different because it might be dangerous.Lack of evidence or data to support your proposed approach.Return on investment (ROI).The objection of others: "That's a great idea, but you'll never get it past so-and-so."Change fatigue: People are tired of changing their behavior.Poor market conditions or economic situation.Broadly speaking, I have three different tactics for these situations:Minimize the impact: Emphasize that what you're proposing will impact others very little. As long as people don't have to do extra work, they are normally more open to change.Stage the rollout: Suggest a trial period. Implement changes in stages while monitoring to ensure they are having the desired effect.Don't ask for anything extra: No extra money, people, or time. This gives people very little room to object since you're not asking anything of them.Be Patient and PersistentWith all of this, you need to be patient and persistent. Don't just make a one-off attempt. Follow up and keep the conversation going with updates and additional information as needed. That's why you want to avoid a situation where management simply says no. By talking about getting their help rather than their permission, you create opportunities to follow up and continue providing information gradually.Stay committed. Perseverance is not only important to achieve your goal. It also shows dedication to your vision. This can persuade people over time that your strategy isn't just a passing idea but something you are committed to and believe is important. It's important to recognize that shifting your role and strategy is a marathon, not a sprint.Next TimeThat's all I want to say about defining your role and strategy for now. In the next email, we're going to look at how you can have a much bigger impact on projects within your organization, even with limited resources. This is where we'll really begin to unpack some elements of that strategy and how it can help you have a bigger impact on projects. But that's for next time.

Are you constantly falling prey to manipulators and social predators? What if you could instantly recognize and neutralize their tactics?Dr. David Snyder's webinar exposes the hidden strategies used by narcissists and manipulators to target vulnerable individuals. Learn how to:Identify psychological manipulation techniquesEstablish and maintain strong personal boundariesProtect yourself from emotional exploitationThe key takeaway: Understanding these dynamics is your first line of defense in personal and professional relationships.Quotes:"Targeting is not the problem. It's being falling victim or not." - Dr. David Snyder"We like people who make us feel good about ourselves. This is truth." - Dr. David Snyder"You have to know what your boundaries are. You have to know where your boundaries begin and other people's end, and you need to be willing to maintain those boundaries." - Dr. David SnyderActionable Takeaways:Conduct a Personal Boundary Audit: Identify 3-5 people in your life who consistently push or slightly violate your boundaries. Practice setting clear, firm limits and observe how they respond.Develop Your "Emotional Motivation Checklist": In your next professional or personal interaction, ask deep, probing questions that reveal what truly matters to the other person. Practice mirroring their language and values to create genuine connection.Practice Situational Awareness: For one week, consciously observe social interactions around you. Look for subtle manipulation tactics, boundary testing, and how people respond to emotional triggers. Journal your observations to increase your understanding of social dynamics.Create a Personal "Influence Defense Plan": Write down your core values, non-negotiable boundaries, and specific strategies for maintaining them when faced with manipulative or high-pressure situations.Implement the "Will to Influence" Challenge: Choose one area of your life where you've been passive or hesitant, and take immediate, decisive action. Practice moving from contemplation to action, breaking the cycle of self-doubt.Episode Timeline:[0:00:00 - 0:05:00] Course Introduction and Value PropositionDr. David Snyder introduces the webinar, discussing success, self-doubt, and the potential of unlimited influence. Presents course packages and their value.[0:05:00 - 0:10:00] Pricing and Bonus OfferingsDetailed breakdown of course pricing, bonuses, and special offers for webinar participants. Emphasizes the comprehensive nature of the training.[0:10:00 - 0:31:00] Q&A and Certification DiscussionParticipants ask questions about course applications, certification, and potential uses of influence techniques. Includes specific advice on job interview strategies.[0:31:00 - 0:32:00] Break PreparationAnnouncement of a short break and preparation for the next phase of training.[0:32:00 - 0:45:00] Interim Q&A SessionQuick question-and-answer period with participants, covering various topics related to influence and personal development.[0:45:00 - 0:56:30] Victimology Deep DiveDetailed exploration of how predators select and target victims. Discussion of psychological mechanisms, boundary violations, and personal defense strategies.[0:56:30 - End] Understanding Manipulation TacticsComprehensive breakdown of narcissistic, sociopathic, and Machiavellian manipulation techniques. Explanation of how different types of social predators operate.To learn more about Dr. David Snyder and everything about NLP, visit:Website: ⁠⁠⁠⁠⁠⁠⁠https://www.nlppower.com/⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@DavidSnyderNLP⁠⁠⁠⁠⁠⁠⁠Instagram:⁠ ⁠⁠⁠⁠⁠⁠https://www.instagram.com/davidsnydernlp

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training What if one bad hire wrecked your agency? What if the red flag you're dismissing tanked your margins? Most agency owners learn these lessons the hard way. But you don't have to. In this episode, Collin Slattery shares the red flags, hiring mistakes, and leadership shifts that helped him build an agency that's not just growing—but growing sane. He's here to share stories that can help you shortcut the pain and build smarter, sooner. From pricing hesitations to over-hiring juniors to waiting too long to fire a bad hire, he brings great insights about what not to do—and what to fix fast. At the end of the day, the goal isn't just growth—it's sane growth. Collin Slattery is the founder of Taikun Digital, an agency that primarily focuses on the e-commerce space, doing Facebook ads, Google ads, and creative landing pages for clients. He'll share his scrappy beginnings, the mistakes that cost him (and taught him), and the non-negotiables he's learned about red flags and respecting your own time as an agency owner. His strategy now is simple: only do the work that's uniquely his. Delegate the rest. And when hiring, pay for people who love the stuff you hate. In this episode, we'll discuss: How to spot sales-process red flags before they cost you. Why hiring friends usually fails—and how to do it right if you must. What to do before a big client leaves—so you're not scrambling. The hiring mindset that leads to faster, saner growth.Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Starting with $300 and a Canadian Pharmacy Right out of high school—class of '07—Collin started making money online during what he calls the "Wild West" days of digital marketing. Think bootleg Canadian pharmacies, early Google Ads, and cracked versions of Adobe software. One of his first official clients was a skincare brand called Spa Technologies, which he charged $300 a month to handle “all the web stuff”—from email and SEO to advertising and site updates. He even landed a local government gig in New York early (back when procurement was a little less formal). It wasn't glamorous, but it was enough to plant the seed for what would eventually become his agency. Eventually, Collin took the boutique route. He leaned into complex client problems and bespoke solutions, found his zone of genius, and grew from there. Hiring Red Flags During the Sales Process One of the most expensive lessons agency owners learn, and one Collin has relearned, is ignoring red flags during the sales process. It's amazing how anyone can forget to trust their gut when they need the money, but Collin has learned this lesson by now. From clients with unreasonable expectations who ghost meetings to those who show up late or treat your time like it's optional, he has learned to put a limit. Today, he waits five minutes—max—for a prospect to join a call. If they don't show, he's out. Because if someone doesn't respect your time on the sales call, they're definitely not going to respect your process, boundaries, or team later on. The biggest red flag for Collin is clients who offload all responsibility. If they're promising to be your “best client ever” or insisting they'll deliver everything you need “right away,” it's worth digging deeper. Of course, clients who are too involved can also be a problem. However, the agency can't be more invested than they are in their own success. To prevent this, establish a pricing structure where at least 50% of the project is paid upfront, with clear dates for the remaining payments.. This can help irresponsible clients get moving on what they're supposed to deliver, although Jason shares a story about a client who paid 100% upfront (before kickoff!) but delayed the project by not providing what was promised. That's why process and payment timelines matter. If you don't control scope and expectations from day one, you'll pay for it in time, profit, and sanity. When One Bad Hire Derails Everything Collin's been on both ends of the hiring spectrum—over-prioritizing skill and under-prioritizing culture fit… then swinging the other way and hiring people he liked without checking if they actually had the skills. Spoiler: Neither approach worked. On top of that, he's been guilty of stubbornly keeping people too long, thinking he could “fix” them. However, he's now confident that owners can usually know on Day 1 if they made the wrong hire. Week 1 if you're generous. People usually start with their best foot forward, so if that's shaky, it's a red flag. The real game-changer was learning to trust his gut early and cut things off quickly—for everyone's sake. Hiring Friends? Set Very Clear Expectations Should you hire friends or family? Most agency owners will say no—and Collin would've agreed… until one friend hire actually worked out. There were many factors that contributed to this, including expectations, where the agency is at, and the person's character. The first time he hired his best friend, it was a disaster. The second time, it was a former mentee who had already sold his own agency, knew the ropes, and was a perfect culture fit. They were open, direct, and mutually respectful—and it worked. The lesson? If you do go down the friend/family road, set clear expectations, give both parties an exit ramp, and value the friendship above the business if things go sideways. The Secret to Real Growth: Do Less of What You Hate According to Collin, delegation and self-awareness are the great drivers of his agency's success. He focused on hiring people to do the things he was either bad at or dreaded doing—even if he was good at them, because chances are someone else loves the stuff you hate doing. That mindset shift allowed Collin to get laser-focused on what he does best—sales, marketing, and solving complex “math problems” for e-commerce clients. Now he wakes up looking forward to work instead of dreading it. When a Big Client Bails, Your Margins Matter More Than Ever Recently, Collin's agency lost its biggest client temporarily due to the pressures of the new tariffs. Instead of panic, his response was grounded and strategic. He's built his agency to survive losses like this and encourages agency owners to do the same, by thinking about pricing, hiring, and not sabotaging your own sales engine. Thanks to this mindset, the agency had healthy profit margins baked in. If losing one client sends you into a tailspin, you're probably not charging enough. You need to build your business in a way that you can survive losses without cutting down. That's not just about pricing—it's about operating with margin as a mindset. One of the biggest mistakes agency owners make is hitting pause on sales because things feel good. Collin's advice is to always be selling. And if capacity is tight, don't pause—raise your prices. Pro tip: Implement a sliding scale strategy. Every few clients, bump your pricing and track retention. You might find that you're working less for more. Want to Grow Fast? Hire Ahead of the Demand Let's talk about one of the hardest lessons agency owners learn: hiring too late. Collin admitted he brought on clients he couldn't serve well—and paid the price in churn and stress. This year, he's trying a different strategy by hiring ahead of the demand. And not just anyone—hire senior people. Yes, it's a luxury. But it's also how you buy back your time and protect your client relationships. Junior hires sound good on paper—cheap, trainable, full of potential. But they require time and energy you may not have. As Collin explains, the real value of a senior hire is autonomy because they can own it from day one. ”At the end of the day, if you don't build margin into your agency, one bad month can wipe you out.” Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Episode Overview  During Mental Health Awareness Month and Men's Mental Health Awareness Month, we explore a critical business issue affecting healthcare practices nationwide. Male patients with undiagnosed PTSD and mental health challenges are creating hidden operational costs, revenue losses, and staff frustration—all while walking out feeling unheard and unlikely to return. This episode breaks down the business case for recognizing how men's mental health decline presents differently and provides actionable strategies to turn this challenge into a competitive advantage.  Note: We approach this topic from a business and operational perspective, deferring to clinical mental health professionals for diagnosis and treatment guidance.  Key Highlights  The Hidden Financial Impact: Unrecognized men's mental health issues cost practices through incomplete care cycles, staff burnout, reputation damage, and missed referral opportunities Why Traditional Approaches Fail: Current assessment tools and communication strategies were developed primarily for women, creating systematic blind spots for male presentations Different Presentation Patterns: Men with PTSD show anger instead of sadness, risk-taking behaviors, work performance swings, and physical symptoms rather than traditional emotional indicators The Competitive Advantage: Practices that adapt first will capture a significantly underserved market segment and become go-to providers for entire families Strategic Implementation: Small, targeted modifications create maximum impact—environmental changes, communication training, enhanced screening, and referral network development Measurement Matters: Track engagement rates, referral completion, patient satisfaction by gender, and reputation metrics to ensure sustainable change Leadership Opportunity: Position your practice as a leader in comprehensive mental wellness during awareness months Memorable Quotes  "You're looking at undiagnosed PTSD and mental health decline in men, and it's creating a cascade of operational problems that are costing you significantly."  "Your practice was designed around assessment tools and communication strategies developed primarily for women. This isn't anyone's fault—it's just the historical reality of healthcare development. But it's creating a systematic blind spot."  "The practices that thrive in the next decade are going to be the ones that can adapt their operations to meet patients where they are, not where we think they should be."  "Every patient who feels unheard, misunderstood, or inadequately treated represents lost revenue, missed opportunities, and potential reputation damage."  "Thriving practices aren't built on good intentions—they're built on strategic systems that deliver consistent results for both patients and providers."  Action Items for Listeners  ✓ Assess your current intake forms for gender-neutral mental health screening ✓ Train staff to ask functional impact questions rather than emotional state questions  ✓ Evaluate your waiting room environment and reading materials ✓ Build relationships with mental health providers specializing in men's mental health ✓ Implement tracking systems for male patient engagement and satisfaction ✓ Start with one strategic modification that aligns with your current resources  This episode is part of the Thriving Practice podcast series, focused on helping healthcare provider-owners build sustainable, profitable practices through strategic operations and leadership development.  Tracy's Bio:  Tracy Cherpeski, MBA, MA, CPSC (she/her/hers) is the Founder of Tracy Cherpeski International and Thriving Practice Community. As a Business Consultant and Executive Coach, Tracy helps healthcare practice owners scale their businesses without sacrificing wellbeing. Through strategic planning, leadership development, and mindset mastery, she empowers clients to reclaim their time and reach their potential. Based in Chapel Hill, NC, Tracy serves clients worldwide and is the Executive Producer and Host of the Thriving Practice podcast. Her guiding philosophy: Survival is not enough; life is meant to be celebrated.  Connect With Us:  Be a Guest on the Show  Thriving Practice Community  Schedule Strategy Session with Tracy  Tracy's LinkedIn  Business LinkedIn Page 

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Tired of empty pep talks and unstructured mentorship in real estate? In this video, Paul Haitayan, Brian Blalock, and their team share a proven mentorship system that actually delivers results. Discover the 3 C's of real estate success — Clarity, Communication, and Commitment — and how they create a high-performance culture that builds confident, top-producing agents from day one.

Send us a textWhat happens when your outstanding results aren't enough to convince potential clients? That's the frustration Zach Coleman faced in his early business days, discovering that without documented testimonials, each new client relationship started at square one—despite a track record of transformative results.Client testimonials represent far more than vanity metrics for fitness studios. They're powerful credibility engines that directly impact your bottom line. The Health and Fitness Association found studios utilizing testimonials as a key performance indicator experienced a remarkable 40% increase in conversion rates. Yet many studio owners struggle with effectively capturing and leveraging these powerful social proof tools.Your trainers are your most underutilized asset in gathering authentic reviews. Rather than viewing them solely as class instructors, recognize them as brand ambassadors who can naturally request feedback during class settings. This approach feels genuine rather than transactional. When strategically positioned, these testimonials boost your SEO by containing keywords potential clients search for—like specific class types and location information. When responding to reviews, avoid generic replies. Instead, personalize your responses, strategically incorporate keywords, and even include subtle referral requests to transform passive reviews into active growth drivers.Ready to revolutionize your studio's marketing? Start viewing testimonials as fundamental building blocks rather than optional extras. Implement a systematic approach to collection, respond thoughtfully to each review, and watch as your digital presence and actual studio experience create a powerful cycle of growth. What testimonial strategy will you implement this week? Leave a comment sharing your approach!Support the showSubscribe to our Newsletter: https://creatitive.com/fit-to-grit-cast/

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Tiff and Britt dive into the nitty-gritty details of turning all that CE energy you have into an implementable system in your practice. They give insight on establishing a point person, training the team, identifying patients, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:01) Hello, Dental A Team listeners. Thank you for being back here with me and I have Miss Brittany Stone. What is it? No BS Brit. Miss BS Brit. I don't remember what Carrie calls you. This is one of them, right? One of them. But also soon to be Grand Canyon champion. If you didn't listen to our case acceptance one, go listen and hopefully soon we will have some results from Brit killing it. Yeah, you will be a survivor.   Britt (00:10) What fun of them!   Winner survivor. One of the two. At least one.   The Dental A Team (00:29) but then I wanna know how much you sleep on Saturday when you're done. So that'll be the big question. Exactly, yeah, how long does it take for you to get back on the bike once you're done? But thank you for being here with us today, Britt. I think we've gotten, I love podcasting with you, your hygiene brain, like Dana's hygiene brain, you guys just kind of come at it from a different angle. I know the rest of us all have dental assisting backgrounds and.   Britt (00:32) Yeah, like that. I if I can reach my legs or not.   The Dental A Team (00:55) you know, hygiene assisting, but that hygienist brain just shares a different section. ⁓ And I think you do really well relating with the doctors and kind of that support team space like we spoke to on the case acceptance one. So I'm excited for today, Brett. Thank you for being here. ⁓ You've got the Grand Canyon, but like, gosh, what else is what else is new and exciting? You just went to one of our favorite Mexican restaurants not too long ago. So that's true.   Britt (01:21) conferences, I went to PNDC, that   was a good time. Luckily it was gorgeous weather there. mean, podcasting today is special. I wear my tooth earrings for us today since we're podcasting, know, just lots of fun things.   The Dental A Team (01:35) Getting a little fancy. I like it. And you guys, so you just went to that conference, you went to the Arizona Dental Convention that was in March, right? I think that one's always March for like the last, I don't know, 50 years. It's always been in March. ⁓ And then you just went to the other one and then you're heading out again in a couple weeks to dentist advisors. Yeah.   Britt (01:55) Yeah, Dentist Money Summit   is by Dentist Advisors, which will be in gorgeous Park City, Utah. So, you know, it's a rough life over here.   The Dental A Team (02:01) Yeah, I   know, right? And actually it's perfect timing because they, I think we've all like our, our seasons were a little bit off this year. So we are barely getting hot, which normally we're at like 110 already, um, which has been fantastic in Arizona, but that meant that Nevada and, um, Salt Lake area, both Reno and Salt Lake area have had snow longer. So I think you're going to hit Salt Lake for Dentist Money Summit right as the like peak.   summer season starts. So you're gonna get some beautiful weather and I'm a little jealous. I will be in California or something like that. But anyways, somewhere.   Britt (02:36) somewhere else. It'll be great.   And my second, my nephew, second of my nieces and nephews graduate. So I won't go to graduation, but I'll get to go. I'm like, I'll be coming like a couple weeks later to see you. So I'll go get to see them while I'm up there too.   The Dental A Team (02:50) Okay.   Okay, good, good. I was like, wait a second, how do we get you there? That's good.   Britt (02:55) I'm not fighting the crowd up there for graduation,   which he's like, mom, everybody graduates. I'm like, no, it's still a big deal. We'll just celebrate when I come see you on my own instead of along with everybody else.   The Dental A Team (03:06) gosh,   that's funny. I was just talking over the weekend, we had a graduation party that we had to drop in on yesterday. So was like, gosh, I'm gonna have to, which is, I don't like thinking about it, but I have to start thinking about it that Brody's in a year. So was like, Aaron's like, is he gonna want a party? And he, said, no, he's gonna be the kid that's like, everybody graduates. It's fine. Like it's no big deal. But it is a big deal. same, Exactly.   Britt (03:26) But they still want it, even though you know it, even though they're like, they're   disappointed, it's like, oh, come on. But like, they want it.   The Dental A Team (03:33) Exactly. It's like my birthday where I was like, it's fine. Like just a dinner, but like, had they not done a big deal for my 40th, I probably would have, you know, been in shambles. So when it comes, he's surely going to want it, but graduation season is upon us and it's wild that we are in the space of life that we're experiencing it with them. think that's crazy. And anyways, you've got some fun travels. if you guys aren't heading CE events, make sure that you do and make sure that you check out.   a lot of RCE events. So if you're a listener, if you're a client, whatever, you're a listener and a client, like whatever you guys want, we have, what is it? Every third Wednesday, we have a CE webinar. We've got a really cool webinar coming up in August that we do. ⁓ Every year the content shifts and changes, but.   Britt (04:20) to like check out our Instagram if you don't follow us. If I'm there, come find me. Let me know, message us. I got at PNUC to see a few clients which is really fun. It's always nice when we get to meet up in person. So, whether you're a client or just a listener, come find me.   The Dental A Team (04:22) Yeah.   Yeah.   Yeah,   especially in Brits position because you have a handful of your own clients, but you oversee a lot of the company. So you know all of the client names, but you don't get to see them and meet them. So I know I have a few clients that are asking if I was going to be there and I'm not. I was like, you got to go find, seek out Brit, like go meet Brit. So definitely, definitely follow the Instagram, make sure that you reach out to Brit.   If you're there, look for her, say hello, take a little picture with her, and then make sure you're hitting those CEs and make sure you're hitting all the free ones, you guys. We put out a ton of free CE and why not? Because I know you need to stack those hygienists and doctors. You guys need to stack those CE credits. So do it for free wherever you can. And then, like I tell one of my prized clients, set up a CE bucket so that you're saving money for the CE that's not free. And on that note...   I think, ⁓ we were actually just talking and I think it's funny because I do think this was like super high thing and right now it's like, I think it's kind of stabilized. It's not quite as sought after as heavily as it was, but for the clients that are doing it or still trying to implement it, there are still some really great CE avenues out there. Today we wanted to talk a little bit on the sleep apnea avenue, systems wise, not to sleep apnea. That's not our genre. You can go take CE for that, Britt can probably tell you a ton.   medically, but you know, that's not our genre, but our genre, our space, our niche is the systems behind it. And so on the note of CE and implementing, do think even if you're not doing sleep apnea, or you're not considering sleep apnea, a lot of what we talk about today is copy pasteable, like systems are systems, you guys, and we we overcomplicate it in life. And what we say for one thing can easily be duplicated and slightly altered for something else. So if there's CE that you're doing, which doctors we love you.   so much. And when you go to CE, you come back just like ecstatic. And if you didn't take team with you, you're the only one. And it's so hard sometimes to get that generating. Typically, it's that there's not, it's just all a fun idea. There's not a really good system behind it to get that momentum. So taking these systems, even what we talked about for sleep apnea, whatever CE you do, apply it to that. And like you said with the sleep apnea, if they're not taking team members, like it can be really hard to implement. And that's a space too.   if you can bring team members to any of that CE or sign them up for the webinar and get them included in it, I think that's a great space too. anyhow, sleep apnea side and system side, Britt, you've worked out the hygienist. So I know that this is some of the stuff like the questionnaire style and that stuff. Like what do you see and what you've actually helped practices implement the systems for sleep apnea. So what do you see as?   Britt (07:10) Thank   The Dental A Team (07:24) the biggest ticket items of implementing sleep apnea or just CE style in general that is easy, that's duplicatable like that.   Britt (07:34) And I think sleep and my yo that's coming in pretty strong for a lot of people too. I think you can similar areas when it comes to looking to implement something successfully. I think that you would look for. So if you're doing one or the other, ⁓ number one, I think is making sure that our team knows what it is. Like Tiff said, doc, you can go to a CE and you get all excited and you understand all the things behind it to see all the dots connect and why this is so important.   because it is, but the team often is behind. So whenever you're looking to do something, you might just take a course as like an exploratory, right? And then you're like, no, this is something I really want to do. When you start to get into that phase of like, no, I really want to work on implementing this. I want you to look for things that are going to help train your team because your team is going to be needing to have 90 % of these conversations with patients and you're going to   Goal is for you not to have all of the conversations with all of the patients. The goal is for the team to be able to help support you, identify patients and start to educate patients and warm them up to the idea. Because just like for your team, it's kind of a newer thing or a different thing or something they don't know all the details about, it doesn't come easily to them. Patients even more so. So that's why our team needs to be really confident in knowing what it is, the reasons why, and being able to talk about it.   I think is number one place to start. Along with that, would say have someone call it your champion, call it your lead of that thing, whatever title you want to give them of someone who is going to be that person who is going to make sure the team has all the things. We educate the team on all the things and they're going to be the one to really ⁓ kind of take point on implementation and keeping this going and getting it to where it becomes a program that's ingrained within our practice.   we need someone to be that person. So from the get-go, education, someone who's gonna be a point person before we even start on implementing anything with our patients. So that would be my number one thing, Tiff, to start with is education and identify as someone who's gonna be the point person, because they're gonna start thinking of implementation, what are all the things we need in our practice to get this program going.   The Dental A Team (09:54) Yeah, and even like ortho, I have like the same I'm thinking the same thought process because anything that you're trying to grow that doesn't you don't put attention on isn't going to grow. So to your champion conversation there, whether it's sleep, my ortho implants, like anything that's not crowns, fillings, bridges, you know, and even I do have a lot of practices that even do it for crowns, whatever that champion making sure there's a   Britt (09:57) Hmm. Yeah.   The Dental A Team (10:22) a job description. And I love that you said the education piece because that I think even when I've seen practices implement the champion space, it's still the education piece falls back to the doctor. But putting that I think that's brilliant putting that on the champion of scheduling out the lunch and learns making sure that they're doing the role playing with the with the team and that they're having these meetings with the team on the education and the why behind it, so that they can take that information and   and tackle it with the patients. And then it made me think too, like KPI is their key performance indicator. So that champion is responsible for seeing, how many times, how many patients do we need to talk to about this to get our case acceptance where we want it or to get that many cases? I know like for ortho, we might do, we want five starts this month or 10 starts this month. So then you look at how many patients do we need to talk to about ortho in order to get.   that because your case acceptance might be like 25%. So you're doing the math for that. then, Brett, I'm thinking that champion is then responsible for collecting the data from the team on how many patients do we talk to, how many patients signed up, and kind of championing all of the results and then looking at how do I control and manipulate the results based on the education implementations, all of those pieces.   Britt (11:46) agreed and that's I think probably you Tiff right with clients. Like you said, the new thing, right? Name the new thing that we're doing within the office and you know, they want to do more of that thing and I'm like, alright, well, what's going on? Why aren't we even getting it presented to patients? What's happening? Well, we're just not talking about it, right? Like it really comes back to that. That's one of the biggest hurdles to get over is just talking about it and making sure patients know what it is.   The Dental A Team (12:05) Yeah.   Britt (12:16) what benefit it would be to them if they're a candidate, if this is something that they need. So that's why I say, make sure we've got that foundation first. And then we go into, okay, we've got a team more comfortable talking about it. How do we identify opportunities with patients? And then that's where we move into what kind of screening do we want for this specific treatment for sleep apnea? Then all right, what kind of screening do we wanna incorporate?   across the board. So it's not reliant on a human thinking, this one would be a candidate. Like, no, what are you screening to where we know when these things are checked or we get this answer to this question, they are someone then that we are going to talk to about a sleep appliance or sleep apnea, we're working on getting them tested, whatever it may be.   The Dental A Team (13:01) Yeah. And within that, asking those leading questions so that the patient starts thinking, because I think like back to, I think a lot of people do ortho. So back to ortho, you come in and you're hot and heavy. Like I got to get, I'm getting ortho cases and the patient has not had any like leading questions to make them start thinking that there's a problem or a solution needed for a problem. And then you come in and you're like, have you ever thought about ortho? And they're like, no, I haven't.   Right? Because we didn't make them think about ortho kind of the same. Like, do you, you know, ⁓ I hear you might be a snorer, right? Or just coming in and being like, Hey, you've got these weird scallops on your tongue and I think you might need this. And then we just go on this tangent of sleep apnea and they're like, I have no issue sleeping. But if we start asking those leading questions of, do you find yourself tired in the middle of the day? does your partner, you know, do you wake your partner up a lot? Do you toss and turn a lot?   night? Like, are you getting up to use the restroom a lot at night? Like different things that are preheating and leading into there might be something going on there, I think is a space that we kind of overlook sometimes. And we just jump into this is the solution. And it kind of gets lost in translation. And then right on to like layering on top of that, you've got your questionnaire, you've got your team, they're ready to go. You've got all of these pieces.   there, you know what your lead and lag measures are, then you set like identifying the patients, we're identifying the patients and then that layer, like it never stops, there's always the next layer. And that next layer is okay, if we can identify the patients, now we get to track and see, are we getting those patients? So then we say, okay, well, most of my patient base is 18 to 26 years old.   might not be getting like that might not be the patient base you need for sleep apnea or for implants or whatever it is that you want to specialize in. then you've got to look and see, do I need to determine something different in my patient avatar to fit what I'm trying to implement what I'm trying to get because there's only so much you can do with the patients that you're getting in. So it just like keeps layering but comes down to I love like step one it feels like Brit from what you're saying is   Find that champion and make sure that champion is thoroughly educated in what their job is and what the procedure is so then they can, step two, help you to train the team, get the team on board, figure out the why. Step three, find the patients. Step four, how do we get more of those patients?   Britt (15:42) Yeah, which I think then plays into marketing, right? Marketing at the end of the day is the number of times of exposure. So, right, when it comes down to it, then what are we putting out there? What do we have around our office? What, even if it's peripherally, are our patients seeing to know that this is a thing and that it exists? Because then it won't be as much of a surprise to them when we have a conversation or they're like, well, why aren't you know, I don't even know what that is. They at least, oh, I've seen XYZ about that.   thing in your office or on the TV out in the waiting room, whatever it may be, to start warming them up to it as well. And then depending on how much you want to grow that and be known for that thing, mean, Tiff is the marketing queen. Then there's like a lot more marketing that goes behind it.   The Dental A Team (16:29) Yeah, I do love marketing. don't know why, but I really do. ⁓ But you're making me think of, because it's subliminal. I think that's why I love it. Because it's like, what can I do to make someone think this way, right? Like I love, I love the way the brain works. I love communication. That's why. So I'm thinking as you're speaking to that, like you're saying like have it off to the side and have it on a TV like 100 % because most of the time we're just being again, preheated.   to the possibility of needing something. So if you think of like a Doritos commercial, right? Like they don't just in the beginning come out with the, like they're not like Doritos, right? It's like, hey, we're grabbing some Doritos out of a chip bowl and all of the like tortilla chips, the unnamed tortilla chips over there is full, but the Doritos are like empty, but we're having conversation, we're having fun, we're in a party because now you're thinking about Doritos associated to fun. So that's how marketing works. It's like little snippets of   this thing and how it's going to benefit your life. Not just like, hey, have some Doritos. Because if somebody came by and they're like, hey, Doritos are amazing, have Doritos. They're just, they're so tasty, you're gonna love them. You're like, I'm okay actually, like, I don't need a Dorito, right? But if they're like, hey, like, let's have fun, let's have a party, let's get people talking, it's gonna be so amazing and you can have these Doritos over here that's gonna, everybody's gonna stand around the bowl and they're gonna socialize.   then you're like, yeah, let me try these Doritos. So it's kind of that same thing. Like how is this thing, this sleep apnea, this ortho, this Botox, these injectors, the fillables, how is this going to benefit the patient's life and speak to the benefits and the problem, not the solution? Because being like, Botox, Botox, Botox, Botox, right? Like Botox is cool, but like why do I want Botox? Because I wanna look 30 when I'm 45.   That's why I Botox. And when do I need to start? When I'm 28. Like, how do we get this subliminal messaging into different aspects of our practice and our speaking? And then what it also does is gets your team speaking that language too, because they're constantly seeing it. So they're constantly being reminded. And as you guys are checking on...   Britt (18:23) Perfect.   The Dental A Team (18:44) KPI is and how is it working and how is it growing? We're constantly coming back to this space that you're trying to implement and grow. Caveat of one at a time. Botox and color is fine. Sleep apnea.   Britt (18:56) I was thinking the same exact thing.   The Dental A Team (19:01) you can't come home and be like we're doing sleep apnea we're gonna ramp up our ortho and guess what guys I need five more implants and it's like I don't know which one to focus on so one major change at a time and let it sit let it ruminate and see how it goes I like six months at least for like a big implementation like that ⁓ but   Britt (19:22) Be   good at that thing, right? I think that's when we do too much at once. You and your team, right? And the bigger the team, the more people you're trying to move. You're not gonna get good at it. And then let's be honest, if I'm not good at it, I'm not gonna do it as much. Let's just welcome to human nature again. Like it's a harder thing to do. It takes more effort. But if we focus on one and that one thing we get really good at and it becomes really easy, then that will stick and then we can move on to the next thing.   The Dental A Team (19:52) Yep. Yep. And always come back again to everything else too, because I've had clients that I've done, you know, let's focus in on implants. we're getting we're talking about it this many times, we're getting this many, we're looking for this many, you know, whatever all the pieces so   we're speaking to implants, we get really good at that. And they're like, cool, like, I want to do more ortho. It's like, okay, well, now we're laying on ortho. But then they're like, hey, wait, I haven't done an implant. I'm like, well, why? Because you lost focus on the implants, because you're so focused on the ortho. So you've got to just layer it in there and be like, on top of like being good at this, we also need to become good at this. So don't lose sight of it or stop tracking the one because you layered on something else, you literally just layering another level to it. And now you're doing both because   honestly, just those two, right? Implants and ortho go hand in hand, you know, do ortho before you place the implants or do ortho so that you can place an implant because the space is too small. Like how are you, how can your team help layer those together and support you in getting those things done? And firstly, Baphne, it's exactly the same. How can your team support you in getting it done? Because you've got what? 1500 to 3000 patients. You've got a team of five to   25 30 you cannot do it all you've got to have at least one champion who is helping you and when you do have those spaces to Britt's point of not doing too many and losing sight if you have a champion of each your phone you they are focused on that thing and so they're ensuring their thing their needle is moving so you've got your   champion of sleep apnea that's like, hey guys, nope, we lost focus, don't forget. And you got your champion of ortho that's like, cool, I've got my metrics over here and making sure that those are staying in line.   Britt (21:41) And I think once you start doing some cases, especially things where there's more of a knowledge gap, even in Visalign, right? Make sure you're getting results. So like you're getting testimonials, you're getting pictures at the end. Whenever there's a big investment, people want to know like what that means for them. Like what can that be for me? And so that's where   Having something to look at to see before and after and having testimonials for people goes a long ways, especially on things where there's more of a knowledge gap like sleep apnea. Because those patients are gonna really highlight what is important to them, which then is gonna be most likely what's important to all of your people that are in their same seat.   The Dental A Team (22:22) Yeah, I love it. love it. one, step one, figure out what you're going to do. If it's sleep apnea, it's sleep apnea. One thing, choose the one that you're gonna focus on right now. Step two, figure out what your champion's position looks like or lead or whatever you wanna call it. Quarterback, I don't care what you call it. That position, what's that job description? What are the metrics? Like what does that person need to do? So step one, figure out what you're gonna do. Step two, find your champion.   Britt (22:26) One thing, one thing.   The Dental A Team (22:52) figure out what that champion's gonna do. Step three, train your team. Step four, do the thing and track the results every time. I think really easy duplicatable systems that we tagged here as like Sleepapnea, Myo, whatever you wanna focus it on, but literally this system can be duplicated for any major change you're trying to make in procedures within your practice. And then I think the last layer is   within your metrics, watch your marketing and figure out what needs to shift and change there. Brit, brilliant. Brilliant Brit. That's the one. Brilliant Brit. Brilliant Brit.   Britt (23:27) That's the one I like   more. That's the better one.   The Dental A Team (23:32) one   I'm gonna use. Brilliant Brit. ⁓ thank you or brainy Brit right but anyways thank you ⁓ for being here with me today for doing this. I knew ⁓ with the implementations you've done before with Sleep Apnea and Mayo you've worked with the you've worked with that before so I knew that you would have some great ideas so thank you so much for being here. I can't wait to hear from you on Saturday that you survived the Grand Canyon Rim to Rim happily and you're still smiling and you're just sleeping.   Britt (24:02) Maybe I'll stream my before and after. We'll see. Maybe even with Dental A Team. We'll see. It depends on how bad it is afterwards.   The Dental A Team (24:08) Yeah.   Oh my gosh, that's fair. Yeah, that's fair. You can at least share with me and then we can decide. everyone, go find your thing. What's your one thing right now? What are you going to put? This is something I've been living by. You guys, we can talk about the book. can Hello@TheDentalATeam.com and ask me for it. But what are you putting a 10x effort into? What's your 10x problem that you're putting 10x effort into? Choose that thing. Focus there. Go do it. Duplicate.   create a system that can be duplicated and have so much fun doing it. Again, if you need help with it, you have questions, you want recommendations, Hello@TheDentalATeam.com. We are all here to help. We all help answer those questions. So reach out and as always drop us a five star review below. We love to hear that this was implementable for you, that it was helpful and any ideas you guys have for future ones, we're always open to those. So Britt, thank you for being here. Listeners, thank you for being here and we'll catch you next time.

Implementing some simple outdoor habits is easier than you think.We live in a world where we're encouraged to hustle, stay plugged in, and fill every moment with something “productive.” But we've learned that sometimes, the most productive thing we can do is step outside. Not for a hike, not for a whole afternoon, just for a moment.As part of Great Outdoors Month, we're sharing how little outdoor habits have quietly transformed our days and how you can try them, too.

Many practitioners spend hours trying to find the 'perfect' niche before they start posting or selling. What if I told you that you can just get started and let your niche emerge naturally? In this episode, you'll discover how showing your authentic self in your content helps build lasting relationships and turns followers into clients.Key Takeaways from the Episode:Stop restricting yourself with hyper-niching; focus on creating and sharing content that resonates personally with you and your audience.Begin with problem-focused content to address specific issues your potential clients face, allowing your niche to naturally emerge.Implement the "rule of one" in each piece of content to maintain engagement and clarity: one problem, one solution, one message.Use content interaction, like likes and comments, as market research to refine your strategy effectively.Remember, the journey to identifying your ideal audience and niche involves active engagement and iterating based on feedback.Access the Instagram Message Makeover workshop for strategic insights into growing your audience of excited clients wanting to work with you here: https://path-to-profit.pages.ontraport.net/ig-makeover-course.Follow me on Instagram →  igniteyourwellnessbusinessReady to work with me? Book a consultation call on my website!→ https://igniteurwellness.com/business-coach-for-health-coaches/Get the free guide with the 6 Figure Workshop System so you can sign more wellness clients into your business: https://igniteurwellness.com/6-figure-lead-generation-workshops/

In this episode, Ross lays down the law on modern content distribution and why "hoping it goes viral" isn't a strategy. He breaks down the five most common mistakes marketers make with distribution, highlights the new reality of reaching audiences in the AI and multi-channel era, and walks you step-by-step through building a powerful, repeatable distribution system that delivers results. If you've been creating high-quality content but struggling to get it in front of the right audience, this episode gives you the system, mindset, and framework to turn things around. Key Takeaways and Insights: Hope Is NOT a Strategy Pressing “publish” is not enough to drive content success. Distribution is what transforms good content into great, high-impact content. If no one sees your content, it may as well not exist. 5 Common Distribution Mistakes Publish Once, Then Disappear Celebrate distribution, not just publishing. Implement a content distribution calendar to continuously share and promote assets. Relying on a Single Channel Multi-channel presence is essential to stay top of mind and generate multiple touch points. Don't stick to just LinkedIn or X — explore YouTube, Reddit, newsletters, Slack groups, and more. Assuming Organic Reach is Guaranteed Social and SEO algorithms don't owe you visibility. Use rented platforms to build owned ones (e.g., newsletters), and pair organic with smart paid amplification. Not Repurposing Content A blog post should become a LinkedIn carousel, a video, a thread on X, a newsletter, etc. Embrace the mantra: Create Once, Distribute Forever. Failure to Track Performance You can't optimize what you don't measure. Use tools like GA4, HubSpot, Ahrefs, etc., to analyze what's working. How to Build a Real Distribution System Audience & Content Market Fit Research Understand who your audience is, their interests, pain points, and where they hang out online. Go beyond business competitors — study top-performing content in other niches (MrBeast, Yoga with Adriene, etc.) to understand attention mechanics. Create a High-Value Pillar Asset Choose a format (blog post, video, case study, podcast, etc.). This asset will form the nucleus of your distribution efforts. Repurpose & Atomize Break your pillar asset into quotes, clips, carousels, threads, email snippets, and more for long-term promotion. Define Distribution Across PESO Paid (ads, boosts) Earned (press, influencer shares) Shared (social, communities) Owned (newsletter, blog) Measure Everything & Iterate Use data to guide future efforts and content decisions. Recommended tools: Google Analytics 4, HubSpot, Ahrefs, SparkToro, UTM dashboards, and Distribution.AI. Resources & Tools:

In this episode of the Banking With Life Podcast, James sits down with his friend Andy Barker. Andy was in town for a business conference and stopped by the studio to share part of his story. He talks about his background, early work, and the values that led him to the Infinite Banking Concept®. 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.

Beyond the Chair: Trauma-Informed Care in Dentistry Show Notes - Disrupting Dentistry Podcast Episode Description This isn't just about patient experience — it's about humanity, dignity, and creating safer, more responsive dental environments for everyone who walks through our door. In this powerful episode, Tabitha and Melissa delve into trauma-informed care, exploring why every dental professional needs to understand its impact on both patients and providers. What You'll Learn The real definition of trauma (it's not what you think) Why dental visits are perfect storms for trauma activation The five pillars of trauma-informed care and how to implement them How to recognize trauma responses in the dental chair The difference between PTSD and Complex PTSD Why trauma-informed care matters for your team, too Actionable steps to start practicing differently TODAY Episode Timestamps 0:00-3:00 - Introduction & Host Catch-Up 3:00-8:00 - What Is Trauma? Why It Matters in Dentistry Redefining trauma beyond "big events" Types of trauma our patients carry Why dental visits trigger trauma responses 8:00-18:00 - The 5 Pillars of Trauma-Informed Care Safety (physical and emotional) Trustworthiness and transparency Peer support and collaboration Choice, voice, and empowerment Cultural, historical, and gender considerations 18:00-25:00 - Recognizing Trauma in the Chair Signs to watch for during appointments Understanding PTSD vs Complex PTSD Real-world examples and case studies 25:00-30:00 - Trauma-Informed Care for Dental Teams Addressing vicarious trauma Creating psychologically safe workplaces Self-care strategies for providers 30:00-35:00 - Systems Change in Dental Education What dental schools need to teach Moving away from shame-based learning Policy and clinic transformations 35:00-40:00 - Where to Start: Practical Implementation The magic questions to ask patients Small changes with big impact Shifting from "what's wrong" to "what's needed" Key Takeaways

In this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025.Kiera opens up about her unique journey—from high school dental assistant (yes, because of the scrubs!) to building multi-location dental practices, and eventually founding a high-impact consulting agency. She shares her philosophy that a successful dental practice is about more than revenue—it's about purpose, profit, and people.Wes and Kiera discuss why so many dentists are feeling burned out despite high production, and how the right systems, team dynamics, and financial clarity can change everything. With real stories, humor, and tactical wisdom, this episode is a must-listen for any dentist looking to reclaim balance and boost both their income and enjoyment.Key Points:Audit your team — Are you hiring creators or just task-doers? Look for people who solve problems, not just follow orders.Prioritize profit — Collections and take-home income are the real measure of success, not production numbers.Implement the YES model — Focus on your personal happiness, profit, and systematized practice operations.Get help early — Don't wait until your practice is struggling to bring in consulting help. Proactive coaching leads to exponential results.Stay open to AI — The tools are emerging. Stay ahead of the curve in technology and systems integration.#DentalPracticeGrowth#PracticeManagement#DentalConsulting#ProfitabilityMatters#DentalTeamBuilding#BottomLineFocus#DentalLeadership#DentalHygieneCrisis#YESFramework#DentalPodcast#WesReadCPA#KieraDent#TheDentalATeam#PracticeCFO#AIinDentistry#MoneyballMindset

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HUD is working on a proposed rule that would let more housing authorities cut off federal rental aid after two years and require recipients to work—without Congress passing a new law. In today's episode, we break down what's in the rule, why housing advocates are alarmed, and how HUD might legally justify this move under the federal rulemaking process. We'll also explore how similar past efforts failed and what this could mean for renters, landlords, and developers alike. If this rule goes through, it could fundamentally alter how Section 8 operates—and reshape the affordable housing landscape across the U.S. Read the NPR report here: https://www.npr.org/2025/06/04/nx-s1-5422410/housing-rent-assistance-time-limits-work-requirements-hud Subscribe to the BiggerPockets Channel for the best real estate investing education online! Become a member of the BiggerPockets community of real estate investors - https://www.biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you struggling to get your content creation off the ground? You're not alone. Many entrepreneurs and business owners find themselves overwhelmed by the prospect of consistently producing valuable content. But what if I told you there's a way to simplify the process and start building your online presence today? In this episode, I share a recent conversation with my former fitness coach, Wes, who's looking to launch his own business and create profitable content. I walk you through a step-by-step process to: - Organize your ideas - Identify and address friction points - Leverage existing resources - Implement a simple content framework and get traction FAST Today's episode will help you overcome content creation paralysis and start building your online presence today! Also, https://businesscreator.club/ is live and we are accepting our first founding members! come hang out and build the frameworks needed to succeed in your content and business! Timestamped Overview: [00:00] Love for the Business Creator Club and its new 17-day challenge [01:00] The call that sparked this episode: reconnecting with his former fitness coach [03:30] Step 1: Dump every idea in your head onto paper — don't overthink it [04:30] Step 2: Identify your friction points (editing, gear, time, confidence) [05:30] Step 3: Take inventory of your available resources — start with what you've got [07:00] Why going live is the fastest way to build confidence and get feedback [08:30] The HSO framework [11:00] Wes finds clarity: he can do two videos a day just from repackaging common questions Connect with Fonzi: Facebook Instagram LinkedIn Twitter Connect with LUISDA: Facebook Instagram LinkedIn Twitter Subscribe to the podcast on Youtube, Apple, Spotify, Google, Stitcher, or anywhere you listen to your podcasts. You can find this episode plus all previous episodes here. If this episode was helpful, please don't forget to leave us a review by clicking here, and share it with a friend.

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Fred started Cosmetic Solutions.com online store in 1996 and was one of the first third party sellers in Beauty on Amazon starting in 2003. Cosmetic Solutions is on the gorilla list of Biggest All Time Amazon Sellers in the top 260. Cosmetic Solutions' first 10 years were dedicated to selling everything at one time boasting over 100,000 sku's and offering everything from professional beauty and what you would find at your local drugstores.  Now as the business on Amazon has evolved Cosmetic Solutions is dedicated to selling its Brands as the authorized reseller and brands rights holder like skin care brand Dermactin and hair care brand Difeel and nail care brand Barielle.> Here's a glimpse of what you would learn…. Challenges of counterfeiting on Amazon and brand protection strategies.The evolution of selling on Amazon and adapting to marketplace changes.Importance of innovation and product development for competitiveness.Strategies for maintaining healthy profit margins amidst rising costs.Role of customer service in identifying product issues and enhancing satisfaction.Necessity of monitoring key performance metrics for business success.Building strong customer relationships to inform product offerings.Importance of delegation and team building for business growth.Navigating unexpected challenges in the e-commerce landscape.The significance of having a clear vision for business direction and growth.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Fred Adler, founder of Cosmetic Solutions and a seasoned Amazon seller with over two decades of experience. Fred shares invaluable insights on tackling counterfeiting, maintaining competitiveness, and leveraging customer service for product development. He emphasizes the importance of a robust distribution strategy, constant innovation, and attentive customer service to stay ahead in Amazon's dynamic marketplace. The episode concludes with actionable takeaways on protecting profit margins, optimizing operations, and engaging with customer feedback to drive business growth.Here are the 3 action items that Josh identified from this episode:1. Proactively Monitor and Protect Your Listings from CounterfeitsRegularly check your product listings for inaccuracies, such as image swaps or unauthorized changes, to prevent sales loss.Implement unique SKUs for different sales channels (Amazon, retail, DTC) to help distinguish your authentic products from counterfeit ones.Consider working with legal experts to safeguard your brand against counterfeiters and unauthorized resellers.2. Optimize Operational Costs to Protect Profit MarginsTrack daily metrics, including FBA fees, cost of goods sold (COGS), and overhead costs, to identify areas for optimization.Work directly with shipping carriers and explore alternative fulfillment strategies to reduce logistics expenses.Conduct regular audits of product classifications and Amazon's warehousing fees to avoid unexpected financial losses3. Leverage Customer Insights for Product Innovation and Service ImprovementActively engage with customer feedback to identify pain points and improve product offerings before issues escalate.Use customer input to develop new product variations or features that competitors may overlook.Advocate for better direct communication tools on Amazon to enhance customer service and build brand loyalty.Resources mentioned in this episode:Ecomm BreakthroughAmazon TransparencyProject ZeroEdison IPAmazonShopifyMeta AdsAmazon FBA (Fulfillment by Amazon)Snow CrashMoby Dick by Herman MelvilleL'OrealAlex Ramos's PodcastChatGPTSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaJosh Hadley 00:00:00  Welcome to the Ecomm Breakthrough podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Aaron Cordovez, and Michael E Gerber, author of the E-myth. Today I am speaking with Fred Adler, and we're going to be talking about the three biggest lessons that he has learned after selling on Amazon...

About Pankaj Singh:Pankaj Singh—"Sing"—is a visionary leader who's spent over 20 years revolutionizing businesses and building high-performance teams. As a former C-suite executive, he's driven double-digit growth, streamlined operations, and transformed organizations worldwide. But his real power comes from something unexpected: Mindfulness. Raised in an affluent family in India, Sing mastered classical music by age 13 but was restless, and at 14, he was sent to train under a lama, where he first discovered the profound impact of mindfulness. His passion for mindful leadership was ignited during a high-pressure ransomware crisis in 2020, revealing the transformative power of presence, empathy, and emotional intelligence in leadership and inspiring his life's mission to share these tools with others. In this episode, Dean Newlund and Pankaj Singh discuss:The power of mindfulness in leadership and crisis managementSpiritual and meditative practices as tools for personal transformationThe use of micro-practices and breathing techniques for emotional regulationCultivating intentional presence and focus in digital and professional environmentsBuilding effective relational ecosystems through mindful leadership frameworks Key Takeaways:In high-stress situations like cyberattacks or crisis events, practice intentional breathing and presence to regulate emotional response and make calm, strategic decisions.Use micro-practices such as pausing before meetings to ask, “What do I want from this moment?” and “What else could I be doing?” to bring focus and eliminate unnecessary distractions.Implement the “Mindful Leadership Compass” by cultivating presence, emotional agility, cognitive clarity, and compassionate action in daily leadership interactions.Establish a daily habit of micro-journaling using the CLEAR framework—Center, Locate, Expand, Align, Respond—to gain insight into emotional patterns and improve self-regulation. "I went from a person who would start the fight to a person who would now get involved and calm everyone without even holding their hands.” — Pankaj Singh Connect with Pankaj Singh:  Website: https://singhleadership.com/Show: https://singhleadership.com/podcastLinkedIn: https://www.linkedin.com/in/pankaj-singh-singhpowerupcoach/   See Dean's TedTalk “Why Business Needs Intuition” here: https://www.youtube.com/watch?v=EEq9IYvgV7I Connect with Dean:YouTube: https://www.youtube.com/channel/UCgqRK8GC8jBIFYPmECUCMkwWebsite: https://www.mfileadership.com/The Mission Statement E-Newsletter: https://www.mfileadership.com/blog/LinkedIn: https://www.linkedin.com/in/deannewlund/X (Twitter): https://twitter.com/deannewlundFacebook: https://www.facebook.com/MissionFacilitators/Email: dean.newlund@mfileadership.comPhone: 1-800-926-7370 Show notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Want to become a top listing agent? It starts with understanding one thing: what your client really wants. In this episode, Dan Rochon dives deep into how to decode client behavior through social media, how to apply DISC profiles to influence conversations, and why replacing your “CMA” with an “economic review” will immediately elevate your perceived value. This is the foundation of CPI and the 360 Listing Consultation—where your only two jobs are: Consult and Get Hired.What you'll learn on this episodeStart by asking “What do they want?” Every sales conversation hinges on this foundational question.Social media is your intel tool: Learn how to decode DISC personality traits just by reviewing posts and photos.Family-focused sellers need safety words: Use language like stable, secure, balanced, and certain to connect.High D personalities? Be bullet-point direct: Avoid fluff. Go straight to the point or risk losing their attention.Replace CMA with “Economic Review”: It positions you as a market authority, not just a data provider.Presumptive video texts build authority: Introduce yourself before you arrive to anchor trust.Deliver your value before the appointment: Use a full stack of touchpoints (calendar invite, video, testimonials, mail).Use DISC to tailor your message: Matching communication styles increases conversion.Your job at the appointment? Only two things: Consult and Get Hired. Period.CPI systems work 85% of the time if you work the system. Show up. Learn. Implement. Win.Want to go from being a forgettable agent to a trusted advisor who wins listings before the meeting even starts?Teach to Sell is your roadmap. This isn't another sales book—it's a methodology rooted in influence, psychology, and integrity. If you're ready to stop chasing and start attracting, preorder now.Preorder Teach to Sell and discover how top performers win—without selling.Preorder now and start building your No Broke Months future. https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeTeach to Sell Book: Learn the methodology that helps you get hired without chasing.CPI 360 Listing Consultation: The proven step-by-step listing system used by top agents.DISC Personality Framework: Behavioral model used to understand and connect with clients. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

Tiff and Kristy discuss how to best support patients during limited exams, including centering your own team's frame of mind, creating proper triage protocol, building trust through communication, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Tiffanie (00:00) Hello, Dental A Team listeners. We are back today with some really, really exciting things. We speak to the doctors, we speak to the team side, and we really want that to come together in today's podcast. We've got a lot of information for you doctors, but then we've also got a lot of information for you to pass off and train your team members on or pass off this podcast, and we will help train your team members on this space just here within this podcast even.   Jam-packed with a ton of information. It's for everyone. Team members, if you're here listening and your doctor's not a listener, vice versa, send it on over because I do think this is going to be some great information for everyone to start implementing right away. So you guys, I have Kristy here with me today. You know her, you love her. I know her, I love her. There's just no one on this earth that will meet her and not love her. So Kristy, you are just an amazing human being. are an excellent coach.   and consultant. You've been doing this for many years and I am just constantly impressed by you and how you really work so well with doctors and especially team members. I've seen you really diffuse a lot of situations, handle with care, and you constantly make people feel seen and feel heard. So thank you for being here with me today, Kristy. And really before we pop into this, I'm going to   I like to surprise you and Dana. Dana will tell you I do this a lot. So something pops into my head and I'm like, actually, that's gonna be really great. I think before we even get started on this, you guys, so that you know, we're gonna be really, we're gonna be talking about how to really, really maximize a limited or an emergency exam and how to enlist the team to support and getting the most out of it for yourself and for your patients. So before we get started, Kristy I would love for you to share with everyone here today and myself.   on a couple of ideas or maybe even tools, I don't know, but how do you do so well at presenting yourself for other people to be able to feel so comfortable and the ability to allow people to be able to feel vulnerable in your space to be able to learn and to be able to make changes and impart changes with practices? Like, how is that?   I know it's a natural tendency of yours, but if there's anything you can help doctors and team members really learn on how to show up so that they can do that too, I guess is what I'm asking.   Kristy (02:35) I suppose you're right. I think it does come natural to me. I'm a pretty great listener yet. Also, I think it's very important to validate people where they're at and never make them feel small. You know, Tiff, I do not like being in the limelight, but I get a lot of thrill out of watching other people's growth or really watching them and seeing their brilliance within them and making that shine, bringing it out.   I suppose I look again, it's meeting them where they're at, showing them maybe something different than they even thought possible for themselves and just touching on their brilliance. It's okay if we don't know everything right now, but dang, together we're gonna grow and we're gonna do this. So really just partnering with them and making them feel safe in that space, know, treating them like I would have wanted to be treated too. So, yeah.   Tiffanie (03:30) Yeah, thank you. Thank you. And it sounds like   for implement implementation tools, it's really seeing people and acknowledging.   what it is that they're doing. if you've got a front office team member and you're like, gosh, like we've got 99 % of our patients confirmed for tomorrow, acknowledging that like, how did you do that? And really, like you said, partnering, I love that you use that word use it often, really partnering with that person and celebrating some of the things that they're doing really well. But also acknowledging there may be space for growth, we might have 99 % confirmations, but maybe we have   three, four, five hygiene openings on the same day. So acknowledging spaces that are going really well, but also that there is growth in everyone to be found and how do we layer on top of what we're doing really well already to create change in all of the areas to get the results we're after. Yeah? Yeah, yeah. So I love that theory and idea and I love how you do handle that. I think it's key and   Kristy (04:28) You nailed it.   Tiffanie (04:36) imparting any kind of change or any kind of just updates even, right? Like handbook updates, like all of those pieces that are scary to go back to your team and say, hey, we're going to change this, we're going to do it differently, because human nature says, no, keep doing it the same. Even if it's not working, this is comfortable. So I want to stay here with what I already know. So really being able to have that candor and be able to have those conversations and utilize communication really well to be able to impart the   the changes is going to be key. And then acknowledging once that change has happened, that it's working or not. So making sure we're tracking the results, but then also acknowledging the work that's being put in. think, Kristy, that's something you do really well is going back and saying, gosh, this is what we did. Look at how amazing these results are. This is what you guys put in. This is why it's working. And going back and re-acknowledging the steps that it's taking to do that.   Huge massive kudos to you, Kristy. I know you don't love the spotlight, but we're on a podcast, so your spotlight is always with me. I do think that really flows right into being able to maximize the limited exam.   Kristy (05:43) Yeah.   Tiffanie (05:52) There's so many spaces, there's so many spaces of growth, there's so much space of support for the team to give to the patient and to the doctor. And then also, I think everything you just said, Kristy, for team members, for doctors and team members to utilize, this works hand in hand with our patient base as well. With anyone, you guys take this home to your family and just be shocked at how amazing your kids' rooms will look if you utilize those communication tools and really acknowledge them for.   picking up that one stuffed animal when there's 15 more, like great, like let's get these other ones. So let's figure this out. Like really take these tools to any space of life, but it goes hand in hand with our patient communication as well. And the emergency slash limited exam space can be really tense for both of you. And it's a vulnerable space. Dentistry is a vulnerable space for patients anyways, but then knowing that gosh.   100 % something is wrong. Like, I'm stressed. I don't I'm stressed about cost. I'm stressed about what this is going to be. Is my tooth savable? Is it going to hurt? maybe it hurts now. There's so much emotion wrapped around these appointments that we've really got to handle them with care, love, candor, all of those spaces. Like Kristy like how is Kristy, put that in your head, what will Kristy do? How Kristy handle this this communication?   And how can your team support you in getting the best results and outcome for your patients? And Kristy, you and I were just chatting right before this and really talking about like the triage, incoming call, because we always say everything, right? Everything starts with the call. But how can that, in your opinion, Kristy, how can the front office team member taking that phone call, how can they support?   the back office dental assistant's hygienist doctor in that appointment. What's that first step look like for them to truly support this patient in getting the best care possible?   Kristy (07:47) I love how you talked about the limited exam in the very beginning and opportunity. think number one, that's where we need to go. And also you mentioned about supporting them. They need us. And many times, I mean, you've been in the practice just like I have. You've been an assistant too when that limited exam has messed up your day and it just, you know.   Again, it maybe didn't make for a real positive day, but truly I think taking a step back and looking at it a little bit differently, really we all got into dentistry at the heart of it for some reason to care for other people. And yes, while it may mess up our day, those people truly are the ones that need us, probably the most, right? And so taking that step back and putting that frame of mind,   when that phone call comes in. And like you said, also triaging it, right? Sometimes it truly isn't the emergency that the patient thinks it is. So having a set protocol or questions that we can ask on the front, you know, I'll share with you. I love the, a scale of one to 10, how bad is it hurting today? And on that same scale of one to 10, you know, have you taken anything for it and where does it land when you take something on that same scale?   Because if they're at a nine for pain, but they take something and it subsides to a five, I may have a little bit of time to get them in and not necessarily mess up my schedule, right? But if it's a nine and nothing's helping, know, yeah, we got to find the best, worst, worst, best time, however you say that, to put them in. But really, it's an opportunity to make a difference for them and truly do what we-   Tiffanie (09:34) I'm sorry.   Kristy (09:44) What we love to do is care for people, right? And hopefully make a different outcome for them. So on the first call, we can make a difference. We can triage it to also help the best, but also take great care of the patient.   Tiffanie (09:58) Absolutely. Yeah, I agree. And that triage you guys I would I would create I mean, I have them we can send them to you Hello@TheDentalATeam.com just ask us for them. I would create an intake card, an intake form. And what I used to do actually, when I was in the in the front office at my dental practice, I had it on like a sticky note or a card, it was laminated and it was up by my computer so that I would ask those questions and what I would do and what I encourage team members to do.   is to throw it into the notes section of the appointment. So how long has it hurt? Like Kristy said, on a scale of one to 10, what would you rate your pain today? Are you taking anything for it over the counter or otherwise? Have you ever had this looked at before? Is this the first time that this has occurred? And really, and what is it? What area of the mouth? What is happening? What are your symptoms?   And then now we can, that's a triage to be able to say, okay, where does this appointment go? I do have to say there are so many practices, so many dentists that reach out and they're like, Tiff, Kristy, Kiera, Dana, Britt, like on my schedule is nuts. And I can think of a doctor in specific that one of our first calls, he's like, Tiff, I have like 10 limited appointments a day.   And my if you called me today to schedule my limited availability is two weeks out. And I was like, what? That's wild. Like there's I have so many questions right now. Like, why are patients not getting treatment done? Are these new patients? It's so many questions like that is wild to me. And that's the extreme but I definitely have doctors who are like, hey, I've got I've got limited emergency exams air quotes there if you're listening in the car that are coming in and it's like, well, I had a filling done a week ago and it's still high. Okay.   we didn't triage then to figure out what the actual quote unquote emergency is. That's an office visit y'all. Like that's a, you know what, great, let's get you in where we can to get that adjusted. But I'm saving this spot here for someone who's in pain because they have a toothache, right? And I get you, I hear you team members, a high filling is going to cause pain.   Yes, get them in. Don't make them wait a week. Don't make them wait two weeks. Get them in. But the patient who calls if their face is swollen or their tooth has fractured or they just got into an accident.   I had a kid that fell at baseball practice and knocked his tooth out or broken. These, guys, how are we getting these patients in? So being able to triage that and asking the right questions ahead of time is gonna help you to manipulate the schedule accurately and really, like Kristy said, get those patients in where they need to be seen. And I have oftentimes myself taken phone calls that a patient is like...   You don't understand, I gotta get in and I'm like, okay, great. Like, let's talk through this. Let's let's talk about what you've got going on. And I'm like, okay, like it's 355. And you're all you're gonna survive. Let's get you in at 8am. Let's get you in at 9am with the doctor, we're going to be ready for you. We're going to be able to do treatment, we're going be able to do something to get you out of pain tomorrow.   let's get you in in the morning, right? Because it's like, okay, on the scale of I know dental emergencies, the person calling me doesn't have that same scale. And so to them, what they are experiencing is massive. But when the grand scheme of things to ask a team to stay late, probably not, and you can survive until tomorrow morning, right? So you get to triage these things and make the best schedule for you all.   and then also prep the team, you guys. I mentioned at the beginning that I'm putting all of those things in the appointment notes because I then want my dental assistant to be able to say, my gosh, Kristy.   Kristy (13:37) Thank   Tiffanie (13:49) Come on back, like let's get you taken care of. And then on the walk even, used to, as a dental assistant, I'd be like, Kristy, gosh, how are you feeling it? From the notes here, it looks like that upper right tooth is really bothering you. How are you doing? And I'm sitting Kristy down and I'm putting her bib on and I'm like, tell me more about it. It looks like you're taking ibuprofen and it's kind of reducing it. Have you tried anything else? Like now we're in conversation and Kristy, how does it feel on the other side to be like, my gosh, great.   They already, they took the information yesterday and now we're actually, we're in conversation about it. And Kristy, from your point of view, how does that conversation utilizing the information, which caveat you guys, if your front office team is putting the information in there and you're not using it, they're gonna stop putting it in there. And then you're gonna be upset that it's not in there. So make sure you're using it. But Kristy, from the patient standpoint and from your point of view, your perspective, how do you feel that conversation?   lands for the patient in respect to going back to what we talked about earlier with the communication. How does that help that open that space in those lines?   Kristy (14:54) Yeah, I love that you bring that up because it is a true opportunity to make a huge difference and it really does elevate the patient's level of trust and we have to remember that those patients coming in on emergency are probably even a little higher level of anxiety than just the normal dental patient, right? Almost every person coming to the dental office, even if they don't mind it, have some level of anxiety.   And your limited exams or your limited emergency patients definitely probably are ratcheted up another level. being heard is huge in, you know, diminishing that anxiety and, or at least lessening it, right? And then just elevating that level of trust so that when you guys do diagnose something, figure out what's going on.   they're more likely to say yes to the treatment because you validated them, you heard them. How many times do we call the doctor's office, because we have to get in for a sore throat, and you go through every person and you think, why did I just tell the last five people? Because nobody listened to me. Everybody walked in and said the same thing. So I agree with you, Tiff, that is so huge. And I'm gonna even like maybe plant another seed of opportunity that if ever,   We talk about handoffs all the time with our clients, right? If ever you can have a new patient limited come in and the admin team walks them back and hands it off and gives them that information, wow, knock it out of the park. They're already like, whoa, this is very different than I've ever experienced. And they listened from the first phone call, right?   Tiffanie (16:41) Yeah, yeah, I love that that elevated experience is what we're always after. And it's that concierge style. I know. I just got back from vacation. So it's super fresh for me and everybody. My boyfriend works for a company that is an incredible company and they have these trips that you can earn. And he he earns them. He's an incredible worker. And these trips are just incredible. And there I was sitting with someone and he said, gosh, it's so cool.   companies don't do this. Companies don't do things like this. Like he's like, my company got me the Calm app for a year. And I was like, well, bro, I love the Calm app and that $80. Like I hear, I hear why that would be great. But side note to that, you're right. Companies don't do this as like a bonus structure as an incentive, right. But what actually sticks out to me is not just the trip, right, because we can get myself   Kristy (17:15) Just what?   Tiffanie (17:32) to London somehow, some way I can get myself to London. What I can't and won't do is go the extra mile to have a tour agency right there scheduling everything. At my beck and call, I had someone that would tell me what the schedule was. The concierge members would schedule dinners for us. The show that I wanted to see, I could tell them to schedule it. That's the level.   of difference for me, because we can get ourselves anywhere, but going on a vacation like that, that the company set up so many spaces that you don't have to think about anything, is what makes these trips exciting to me, right? Yes, I acknowledge they're really cool, but what's cool about them is the level of service that we get at every step of the way.   Dental offices are on every corner, sometimes two or three in the same parking lot, you guys. Your concierge, your level of service that you're providing to the patients is what makes it stick. That's what you're here for and that's what's gonna make you feel the best. So I totally agree. What can we do for these patients to level it up that much more? And really to maximize those appointments, I know from...   me saying it from Kristy saying like do these things it sounds like more but it actually decreases the amount of time spent because you've you've quickly and easily created a relationship with a human and they're ready to then move forward to the next step they trust you the relationship is there they're hearing you because they felt heard and they're ready to push forward so even that concierge style on that first phone call and maybe even saying like gosh you know what   We've got this space to look at. I have an idea. What if we bring you in and we look at everything with a high focus on this area because my gut says if this is happening there, this isn't the only spot that's going to be troublesome. And I would rather give us the opportunity to catch it ahead and be proactive than wait for another call like this where you're in pain. So let's get you scheduled and let's get you scheduled for   a full exam and x-rays with a high focus on this area. I've just converted a limited exam into a comp exam. That's maximizing an emergency appointment. If I didn't convert it over the phone, dental assistant, hygienist, whoever's getting this limited exam, we're doing the same thing. Hey, I have an idea. Let's maximize your time here.   Let's be proactive and let's make sure there's nothing else in there that's going to pop up like this because I don't think you want to be in pain like this again, I venture to say. Let's make sure that everything else is taken care of as well with a high focus on this today. So making sure we're maximizing your time, the patient's time and your time and creating more value out of a very seemingly simple appointment. But it takes knowing what the patient is coming in for.   passing that information off, passing that information off to the doctor correctly, and making sure that everything that we're getting from the patient, all that information is being used. That's how you make those appointments maximized and how you efficiently and effectively use your time wisely. You guys know, if you've listened to anything at all, Kara always says, efficiency is my jam. It will be on my headstone, on my grave. That is locked in stone.   Kristy (21:00) you   Tiffanie (21:04) Listen to me when I save. This is how I personally have saved time and built stronger relationships very quickly with my patients in office and watched and trained practices to do it forever. So build that protocol and you guys, doctors, that protocol of information, the triage that we're gathering, it's based on the information that you want.   when you're gonna sit down and talk to that patient. What are the questions you are going to ask that patient that they can gather, your support team can gather the information ahead of time and give it to you, saving you that time and you can jump into relationship and diagnosis. What are those things that you want to know? Allow them to build that intake form, that triage form.   team members, support the doctor in utilizing that form, and support the whole team in scheduling properly based off that triage, and that's gonna be huge for you. And if you schedule optimally, you know what you're scheduling for, you guys, can probably even pop in some same day treatment very frequently, very often because you're already prepped. As a dental assistant, Kristy, there were so many times where I'd see an emergency, and I'm like, or I'd see an emergency of a patient that had been in and had a...   filling or a crown or whatever diagnosed on that tooth already. So I already had a pack ready to go so that when Doc confirmed what that treatment was, even a new patient saying this is my pain, like as a dental assistant, I'm like, okay, these are probably the two, three things that he's potentially diagnosing. Let me have these things prepped and ready for quick grab in case we can move forward with treatment today. And then I'm talking to my patient about that. Like, gosh, you know what?   Typically when I see this, I already know, I know what the options are, right? Typically when we see this, I usually see doctors say things like this.   I'm preheating and prepping that patient for what the doctor may come in and say. Again, doctors building that relationship. That's that co-diagnosis space. And dental assistants, do not do yourselves the disservice of thinking that you can't do that. It is not just for hygiene. Hygienists cannot diagnose. You cannot diagnose. But both of your positions can co-diagnose and support the patient and the doctor in moving forward with treatment.   So triage, make sure you've got something really easy for them to utilize. Implement it, get your hand off straight, you guys. Probably practice them, I love role playing those. And work to maximize your time by utilizing these systems, but also by saying, hey, let's get your whole mouth taken a look at today. We don't have to do everything, I don't even have to show you everything. I just need to know what's going on there and get a treatment plan so that we can move forward. I digress.   And I think, Kristy, I really feel like all of those spaces go straight back to the first conversation we had today of really opening up that communication and making those changes for the team, but also for the patients. And one thing I want to highlight before we finish, something I loved doing as a dental assistant for my, especially for my emergency patients, but any patients, something I loved doing, you guys, was really saying like, gosh, I know that this is rough for you, or know you've got, you know, this is   this might be overwhelming for you. But I want to highlight some things that are going really well. Two, one, you're here. You walked through my front doors. And my patients with the highest anxiety would cry when I would say that. I would say you're here, you're here with me. I'm not going to let you down. And I'm going to be here for the long haul. So number one, you're here. Number two, you're ready to take a proactive step. And again, I'm here for you. So just   Again, that relationship, being in relationship and Kristy, that goes back to like acknowledging. That's hard for a lot of patients walking through that door. It's hard. And when they're scared, gosh, I've had patients that they're like, no, I haven't been to the dentist since I was 12 and they're 42. I'm like, well, congratulations, here we are. And you've still got a lot of teeth in your mouth after 30 years. Like that's huge. So let's take a look. But Kristy.   I think we've given them a ton of information on how to maximize a limited exam appointment. What do you feel like if they could take one step today? Doctor might be listening to this, maybe it's Saturday or Tuesday night. What's one thing that our doctors listening today can do to get this process started for their practice?   Kristy (25:37) Yeah, again, going back to what you said, really dialing into those questions and also, know, doctors remembering back when they very first started, they welcomed a lot of a limited exams, right? Like we wanted them. We used to cheer when we'd have them because we knew it was putting something in the chair and more than likely they had other things going on. So challenging them to kind of reframe it and look at it in that direction.   The other thing with doctors too, for limited, maybe when they come to morning huddle, they scan the schedule and see if I had to have an emergency today, where's the best time to put it? Because that's the other thing too, Tiff, when people call in and front office doesn't know where to put it and then they put them on hold forever because they gotta find somebody, identify those times, go through your questions that you would ask. And honestly, I also say doctors,   I know this is hard for you because you walk in the room and you kind of take charge, but be the guest in the room. Acknowledge the patient is sitting there. It'd be weird if you didn't, but then quickly turn to your assistant and let them hand off to you. Give them that space to do that. And like you said, it truly will save time because patient doesn't have to repeat themselves. And for the team members, you don't have to be afraid of leaving anything out. All you have to say is, hey,   May I share with Dr. Smith everything that we talked about, right? And then turn to the patient. Was there anything that I forgot or anything you want to add? Then you don't ever have to be afraid. You can feel confident. And if they speak more, so be it. You know what I mean? But those would be my tips there.   Tiffanie (27:23) Yeah, I love it. And I think we wrap on that. So go do those things. Go create the best process possible for your patients and for your team. If it's working for your team, it works for your patients and your flow is great. And guess what? We hit goals and patients are happy and satisfied and teams happy. So go do all the things you guys. Thank you so much for listening. Kristy, thank you so much for being here and letting me surprise you and put you in the spotlight for so many things. So thank you for that. And you guys.   As always, drop us a five star review, let us know if this was great information, how much you loved it, and allow others to find it as well. Share with your friends, your coworkers, your doctors, if your team member's here, and doctors with your team members if you're a doctor here. So share with everyone, we wanna make sure that these protocols really get put into place, and if you need help with any of it, Hello@TheDentalATeam.com. We are always here to help, and just so you know, when those do come in, I said it before, they do come to us consultants, so you are getting actual information, reliable.   And we are here to help. So thank you everyone and go have a great rest of your day.