Podcasts about Intuit

Marcus welcomes Rob Israch, President of Tipalti – a late-stage, fast-growth SaaS company in the finance sector. Rob shares his extensive experience from NetSuite, Intuit, and GE, detailing his unique journey from marketing to president, and the "fun ups and downs and pitfalls" of scaling a global business. The discussion delves into the critical aspects of building and leading a company through various growth phases, adapting to market changes, fostering effective communication, and understanding what truly drives sustainable success in a rapidly evolving economic landscape. Key Discussion Points: From Marketer to President Rob's background as a marketer and his career trajectory from CMO to President at Tipalti. The importance of embracing "grey space" – taking on challenges beyond one's immediate job scope and being willing to learn. Why getting results, being humble, and executing, even on "unsexy things," are crucial for career advancement. Advice for CMOs Aspiring to Leadership The necessity for marketers to be analytical, capable of marrying creativity with metrics, and speaking the language of finance and the board. Avoiding sounding "too much like a marketer" by focusing on truth-finding and problem-solving with numbers, rather than just storytelling. The Evolution of a Scaled Business: Tipalti's Journey Insights into Tipalti's growth from 25 employees to over 1,000 in 11 years. Changes in hiring, talent acquisition, and leadership skills needed at different stages of growth. The increasing importance of communication and alignment as a company scales. The Critical Role of Middle Management The immense impact of a strong middle management layer on a successful operation. The challenge of selecting the right leaders, maintaining a high bar, and knowing when to promote from within versus bringing in outside talent. Detecting leaders who "talk a good game but can't actually get results". Operating Rhythms and Communication at Scale The necessity of formalising company values and mission as a business grows, moving past initial cynicism. Examples of operating rhythms, including quarterly leadership offsites, cross-functional business leader meetings, and CEO roundtables. The importance of one-to-one conversations and cross-functional SWAT teams to break down silos in larger organisations. Detecting Hidden Issues (Rot Under the Floorboards) Using a balanced scorecard as a metric system to avoid people gaming a single goal and to gain comprehensive insights. The value of early indicators and actively listening to employees and customers to uncover problems not captured by metrics. What Investors Should Ask (But Rarely Do) The need for investors to dig deeper into a company's identity, target market segments, and differentiators to understand the "why" behind the metrics. Dangers of Misguided Scaling Assumptions The common mistake of assuming that simply hiring "top talent" from prestigious backgrounds will solve all issues, without considering their fit and ability to adapt and execute at all levels. The continuous need for leaders to adapt and evolve every six months as the business changes. Holistic Business Growth vs. Deal Momentum Theatre Protecting against "deal momentum theatre" where new wins are celebrated, but cash flow, retention, and loyalty lag. The shift towards a healthy, holistic approach with happy, advocating customers as the most profitable way to grow, even if it feels uncomfortable. How Tipalti re-emphasised customer centricity through values, committees, and new metrics when growth challenged earlier informal approaches. Regrets in Institutionalising Processes Regretting a period of too much focus on new business conversion at the expense of the entire customer lifecycle. The tricky balance between investing in product vision and addressing immediate customer needs. Balancing Investor Pressure with SaaS Reinvestment The importance of a smart LTV to CAC model to balance short-term gains with long-term sustainability and profitability. LTV to CAC as a filter that guides investment decisions and helps communicate strategy to investors. Rethinking Customer Health: NPS vs. Net Value Score Rob's advocacy for NPS as a humbling and valuable metric for customer-centric culture, though acknowledging its limitations in directly linking to business results and long-term value. Marcus introduces his concept of a Net Value Score which ties customer outcomes directly to revenue retention and margin for a more honest and predictable measure of future relationship value. Loyalty as the North Star The distinction between renewal, repeat purchases, and customer loyalty. Loyalty as the ultimate aspiration for a business, which naturally drives the other two, and serves as a vital "North Star" for employee motivation. Systematising Referrals and Customer Expansion (GoToBase) Using data science and data mining to correlate customer behaviors with LTV to CAC, expansion rates, and product usage. The observation that customer expansion and "GoToBase" motions are often immature in many organisations, with a heavy focus on new logos. The argument that referrals should be a systematised engine, not an accident, and that happy customers are the foundation. Adapting to the New Economic Reality and the Power of Trust The shift from an environment of cheap money and growth at all costs to one demanding profitability and sustainable metrics. The need for go-to-market leadership to adapt or be replaced, with increased importance of customer success, account management, and marketing/channel functions. In an age of decreasing trust due to AI and media, companies that build around trust within their customer and partner base will thrive, making trust a powerful, measurable "operating system" and "North Star". Rob's Best Mistake: Being naive and taking chances in "grey spaces," which doesn't always work out but consistently leads to valuable learning and experience. Connect : You can find Rob Israch on LinkedIn https://www.linkedin.com/in/robisrach/   Don't forget to like, comment, and share this episode! If you're a leader navigating rapid growth, this conversation is for you. Stay safe and happy selling!

Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Daniel Dus, CEO of Clean Tech Industry Resources (CIR) and founder of Solar Fight Night. Daniel shares his unique perspective on how his company is reshaping solar development through “Development as a Service” and “Construction as a Service” models, making it easier for developers, financiers, and EPCs to scale projects efficiently. Benoy and Daniel dive into industry trends, lessons learned from years of experience, and how CIR is positioning itself as a critical partner in today's fast-changing renewable energy landscape. The conversation also highlights one of the largest renewable-energy fundraising events coming up at RE+ in Las Vegas, Solar Fight Night, and why community and collaboration are more important than ever.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Daniel Dus 18 years in renewable energy C-suite and Board roles, overseeing the completion of over $1 billion worth of renewable energy projects spanning 23 states nationwide. MBA, Stanford Certified Project Manager, Villanova Certified Six Sigma Master Lean Blackbelt, Certificates in Energy Hedging, NERC, Grid Security and SCADA. Previously led the US division of a $32 billion top-three global, fully integrated renewable energy platform, which encompassed PV manufacturing to asset ownership, and was a vital part of a $100 billion multinational corporation. Achieved notable project honors, including a Congressional Certificate of Recognition from the US House of Representatives, Recognition for an Innovative Public-Private Partnership from The White House, and the title of Best Solar Collaboration by Solar Power Generation USA. Served a diverse array of clients, including JP Morgan Chase, Hertz, Westfield Malls, Bridgestone, UCLA, Intuit, Hilton, Panasonic, Macerich, CBS Studios, and numerous cities, such as Los Angeles, Pasadena, San Diego, Santa Monica, Breckenridge, Aurora, Orange, and Southbridge. Seasoned executive with extensive experience in the renewable energy sector. Recognized as the Founder of Shared Estates and Co-Founder of Solar Fight Night, the largest renewable energy non-profit fundraiser worldwide.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com    Daniel Dus Linkedin:  https://www.linkedin.com/in/danielrdus/ Website:  https://cleantechindustryresources.com/ Solar Fight Night:  https://www.solarfightnight.org/   This episode of the Solar Maverick Podcast is brought to you by Leo Berwick. Leo Berwick is a tax, valuation, cost segregation, modeling and financial due diligence advisory firm focused on infrastructure, energy, renewables, and private equity. They are a carefully curated team of top talent within each of these core disciplines. Their sector focus and coordinated teams allow them to move fast, stay efficient, and get deals done.  Whether it's tax structuring, due diligence, financial modeling, valuations, or post-deal support, Leo Berwick covers the full deal lifecycle.  With decades of experience and an acute awareness of commercial considerations that can make or break a deal, Leo Berwick is helping investors unlock value in some of the most important sectors of the future.  To learn more, visit leoberwick.com.

Are AI bank feeds helping—or just creating more work? Blake and David unpack Intuit's missteps, why “use AI to make the rules” matters, and how a no‑code agent now posts multi‑line bills to Xero. They demo Excel's new "copilot()" function, share how FP&A roles are shifting, and hit headlines from Barstool's lawsuit to tariffs and Gusto's Guideline deal. You'll leave with practical ways to deploy AI, avoid hidden risks, and boost margins.SponsorsOnPay - http://accountingpodcast.promo/onpay TeamUp - http://accountingpodcast.promo/teamupDigits - http://accountingpodcast.promo/digitsChapters(00:43) - Planning with AI (02:03) - The Threat of AI to Consultants (04:41) - AI in QuickBooks: A Double-Edged Sword (06:19) - AI's Limitations and Future in Accounting (27:02) - Excel's New AI Copilot (28:22) - Introducing the Copilot Function in Excel (33:50) - AI in the Workplace: Challenges and Opportunities (37:44) - Barstool Sports vs. Omega Accounting Solutions (41:29) - New Tariff Policies and Their Impact (53:45) - Gusto Acquires Guideline for Retirement Services (54:26) - Conclusion and CPE Information  Show NotesBring AI to your formulas with the COPILOT function in Excel https://techcommunity.microsoft.com/blog/microsoft365insiderblog/bring-ai-to-your-formulas-with-the-copilot-function-in-excel/4443487FP&A pros anticipate AI-driven headcount reductions https://www.accountingtoday.com/news/fp-a-pros-anticipate-ai-driven-headcount-reductionsPresident Trump Ends Unfair "De Minimis" Tariff Exemption, A Major Victory in Securing the Homeland https://www.dhs.gov/news/2025/07/31/president-trump-ends-unfair-de-minimis-tariff-exemption-major-victory-securingFact Sheet: President Donald J. Trump is Protecting the United States' National Security and Economy by Suspending the De Minimis Exemption for Commercial Shipments Globally https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-is-protecting-the-united-states-national-security-and-economy-by-suspending-the-de-minimis-exemption-for-commercial-shipments-globally/Barstool Sports Sues Accounting Firm Over Unpaid Advertising Bills https://www.sportico.com/law/analysis/2025/barstool-omega-accounting-solutions-advertising-lawsuit-1234868719/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

This week's episode (sponsored by FreeAgent ) dives into the latest accounting tech news and fintech news, with sharp takes on major acquisitions and the future of user experience. We cover: The big fintech news as Starling acquire Ember — and what it means when a challenger bank strategically pulls the rug out from its high street competitors. Xero's controversial decision to email your clients directly — and the debate on who should own the client relationship. Xero's long-awaited navigation redesign and Syft-powered analytics — and whether this finally brings the user experience up to modern standards. The launch of QuickBooks agentic AI experiences — and how they're leveraging the entire Intuit ecosystem to go beyond simple bookkeeping. Plus: A deep dive into UI/UX with iplicit's CPO Paul Sparks, exploring why modern design and a mobile-first approach are just as critical as the AI hype. We also hear from Tugger's Craig Morrall on why your P&L is only half the story, and how to get true business insight by combining financial and operational data. 00:00 Welcome to Digi-Tools in Accrual World! 04:43 User Experience Matters: Modernising Accounting Platforms - with Paul Sparks from iplicit 05:07 Mobile App Development and User Experience 07:08 Platform Usage Analysis by Role 08:32 UI/UX Modernisation Plans 09:54 AI Assistant Integration 14:31 App News 15:18 Starling Bank Acquires Tax Software Ember 20:10 Xero will contact your clients on updates 23:57 Xero Analytics Gets an Upgrade with Syft 27:17 Xero is introducing a redesigned navigation 30:34 QuickBooks is launching new agentic AI experiences 35:00 Sage has announced the launch of Workforce Intelligence 39:05 Sage expands capabilities for Intacct 44:10 FreeAgent Adds Excel Export for Management Reports 44:40 Data-Driven Decisions: Combining Financial and Operational Reporting:  with Tugger 45:28 Combining Financial and Operational Data 48:04 Data Ownership and Reporting Structure 50:03 Business Drivers for Integrated Reporting.. 53:27 Legacy Systems Integration 55:53 Closing Remarks

Can AI agents actually reduce your workload—or just add hype? Blake demos how he rebuilt bill-entry “Hubdoc-style” in about an hour with Zapier Agents, then maps out why most AI pilots fail without documented workflows and human approvals. Plus: PwC's plan to hire one-third fewer grads, juniors supervising AI, HMRC scanning social posts for tax gaps, and fresh salary and pricing benchmarks. Learn where AI truly fits—and how to price with confidence.SponsorsRelay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup Human at Scale - http://accountingpodcast.promo/humanDigits - http://accountingpodcast.promo/digitsChapters(05:36) - AI Agents: Hype vs. Reality (07:49) - AI's Impact on Corporate America (10:28) - Challenges in AI Integration (19:11) - PWC and AI: Training the Next Generation (21:43) - Building AI Agents with Zapier (41:00) - Human at Scale: Transforming Accounting Firms (42:34) - Live Stream Chat and AI Future (45:14) - Outsourcing vs. AI in Business (46:37) - AI in Accounting: Supervision and Customization (48:33) - Intuit's Q4 Earnings and QuickBooks Live (51:00) - AI's Impact on Accounting Jobs and Tools (59:48) - UK's AI Tax Fraud Detection (01:03:27) - Accounting Salary Survey Results (01:13:40) - Client Relationships and Free Speech Issues (01:18:18) - Conclusion and CPE Information  Show NotesThe GenAI Divide: State of AI in Business 2025 (MIT NANDA Report)https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/Getting a job at PwC out of college will be a lot tougher. It plans to recruit a third fewer grads by 2028 https://www.aol.com/getting-job-pwc-college-lot-120316405.htmlHMRC uses AI to spot tax fraud on social media https://www.accountancyage.com/2025/08/12/hmrc-uses-ai-to-spot-tax-fraud-on-social-media/The 2025 Accounting Today Salary Survey: Sweetening the deal https://www.accountingtoday.com/news/the-2025-accounting-today-salary-survey-sweetening-the-deal2025 U.S. Accounting and Tax Pricing Benchmark (Ignition) https://www.ignitionapp.com/us/2025-accounting-tax-pricing-benchmarkTaxDome Releases First-of-Its-Kind 2025 Niche Business Accounting Report https://www.morningstar.com/news/pr-newswire/20250819ph53815/taxdome-releases-first-of-its-kind-2025-niche-business-accounting-report2025 Niche Business Accounting Report (TaxDome) https://taxdome.com/niche-report-2025Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Send us a textSummer is the perfect time to reset your business vision. While most people wait until January to set goals, by then the momentum is gone. Summer offers a rare window — the pace slows, creativity rises, and you can refresh your vision without the pressure of year-end.This episode shares why summertime is the ideal season to rethink your business vision, how to reset it without hustle or overwhelm, and the steps to align your business with the future you actually want.You'll learn…Why summer is the best season to reset your vision (and how to do it without hustle)The symptoms of a business that's lost connection to vision — and how to recognize themThe 5-step vision reset framework: Commit, Intuit, Ask, Find the Words, ShareHow to stay aligned and inspired with your vision for the rest of the yearThis episode at a glance:[00:00] – Summer is the hidden window to reset your vision[04:15] – Why your vision is your north star for growth and decision-making[09:30] – The real costs of losing connection to vision[15:00] – The 5-step framework to reset your business vision[28:40] – Tips to stay on track: posting, roadmapping, celebrating, and sharing[35:00] – Resources to help you stay inspired and motivatedResources and Links mentioned in this episodeTake a walk down memory lane with Schoolhouse RockStay connected to what matters most with the Five Minute JournalWrite, draw, paint, collage, and build your vision with the Living Vision BoardDownload and work through the Business Vision WorkbookWant to increase revenue and impact? Listen to “She's That Founder” for insights on business strategy and female leadership to scale your business. Each episode offers advice on effective communication, team building, and management. Learn to master routines and systems to boost productivity and prevent burnout. Our delegation tips and business consulting will advance your executive leadership skills and presence.

Send us a textDr. Barrett Keene is the Senior Director of Talent Development at Stanford Health Care. He previously served as Director of Talent Development at Intuit, where he led teams that develop leaders in Silicon Valley and across the world. Before Intuit, Barrett worked at Tesla as an executive coach and the Head of Leadership and Talent Development for Tesla's Engineering organizations. In addition to Barrett's work as an internal Leadership and Talent Development leader, Barrett spent four years helping nine Fortune 100 companies develop their leaders and employees with Accenture Strategy and the previous eleven years as an independent leadership development consultant within more than 80 organizations.Before joining Accenture, Barrett completed a PhD at Cornell University focusing on Transformational Leadership and Behavioral Integrity and a Master of Business Management while teaching middle school and high school in Miami and Tampa. Barrett lives with his wife and children in Palo Alto, California.A Quote From This Episode“We've skipped over transactional leadership for too long, but without those foundations, the staircase of leadership falls apart.”Resources Mentioned in This Episode 

The US Bureau of Labor Statistics projects higher than average growth in accounting and finance positions in the coming decade. In fact, over 715,000 openings are predicted in the business and finance sphere between now and 2031. With such strong growth (and earning potential), it's no wonder educators want to prepare students for jobs in accounting and finance. In this episode, we sat down with two accounting educators: Ashley Faulkner and David Waite. Ashley is a teacher at Triton High School in North Carolina, where she is a strong certification advocate. Over the past 11 years, Ashley has earned more than 40 certifications—and helped her students earn more than 1,150 individual certifications. She has also served as an FBLA adviser and as the North Carolina Southeast Region advisor. Outside her teaching career, Ashley is the chief financial officer for Simple Web Solutions, Inc., EM Audio, Inc., and Butler Faulkner Enterprise, and she is the mother of two active children.  David began his career as an auditor and was one of the rare humans who genuinely enjoyed it. After earning his CPA, he spent 15 years in public and private accounting before discovering his passion for teaching. An unexpected opportunity to teach accounting in Hawaii led him to academia, where he now focuses on bridging the gap between theory and practice. His teaching philosophy is simple: motivate students to prepare before class, engage actively during class, and tackle real-world challenges after class. Drawing from his industry experience, David strives to bring accounting to life for his students and future professionals.  We talk with Ashley and David about the skills accounting and finance professionals need and how to teach these skills in the classroom. Plus, we dive into connecting with local businesses for students' internship and job opportunities. And last, but not least, how certification empowers students along the way.  Learn more about Intuit certification here.  Connect with educators like Ashley and David in our CERTIFIED Educator Community here.  Get all the CERTIFIED Educator's Conference details here. 

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.  Das Buch zum Podcast? Jetzt lesen.  Zinsen könnten fallen. Börse freut's. Meta & Apple wollen KI. Alphabet freut's. USA hat sich an Intel beteiligt. Cambricon und SMIC feiern NVIDIA-Schwäche. Intuit und Workday werden verwechselt. Zoom wächst solide. Ubiquiti wächst stark. Japan will cool werden. Toho (WKN: 868112) will Netflix 2.0 für Animes werden. Dulux kennt jeder, der was streichen muss. Die Beschichtungen von AkzoNobel (WKN: A2PB32) kennt jeder, der sich damit auskennt. Die Aktie läuft trotzdem nicht. Das hält der aktivistische Investor Cevian für einen Fehler. Diesen Podcast vom 25.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

The panel discusses the current state of the market, including a week of "red" for the major indices and a corresponding increase in volatility. The episode features a deep dive into unusual options activity, including a mysterious buyer in Unity Software and a vertical call spread in Select Quote. A conspiracy theory about AI engineers making a fortune in the options market is also debated by the hosts. The show wraps up with a look at upcoming earnings reports and a discussion on whether listeners are comfortable buying and holding the S&P 500 in the current market environment. Host: Mark Longo from The Options Insider Media Group Co-hosts: "Uncle" Mike Tosaw from St. Charles Wealth Management and Henry "The Flowmaster" Schwartz from Cboe Time Stamps 0:00 Welcome  3:02 The Trading Block: The panel discusses the overall market sentiment, a week of "red" for major indices, and a slight uptick in volatility. They analyze volume in VIX, SPY, SPX, and NASDAQ and discuss top-performing single-name stocks, including Nvidia, Tesla, Palantir, and Intel. 10:37 The Odd Block: The hosts investigate trades in Unity Software, Blend Labs, and Select Quote, analyzing specific call and put positions and speculating on the motives behind the trades. 19:54 The Mail Block: The hosts answer a listener's question about whether they are comfortable buying and holding the SPX in the current market. They also discuss a viral conspiracy theory that suggests top AI engineers are making a fortune through options trading, which is why they are being offered such high salaries. 27:46 Around the Block: The panel shares what they will be watching in the market until the next show, including upcoming earnings reports from companies like Intuit, Zoom, and Nvidia. They also give contact information for listeners who want to connect with them.

Mailchimp proved to be a drag on Intuit's (INTU) earnings, with guidance also coming in under Wall Street's estimates. Diane King Hall notes that it's still an improvement from last year when the company showed negative EPS. Zoom Communications (ZM) muscled a strong rally after showing dedication to A.I. growth and impressive guidance. In retail, Ross Stores (ROST) gained after beating earnings and bolstering strong guidance. Diane also notes that the CEO told investors to expect price increases.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Stocks surge to new records following Fed Chair Jerome Powell's speech in Jackson Hole. Signaling he could be open to lowering rates at the September meeting. Cleveland Fed President Beth Hammack joins the show – with her first reaction to those remarks. Then Intuit a rare tech stock in the red after reporting results. CEO Sasan Goodarzi breaks down the quarter. Plus following Powell, what's the next catalyst for the market? Could it be Nvidia results next week? We break down some of the challenges facing the company.

The panel discusses the current state of the market, including a week of "red" for the major indices and a corresponding increase in volatility. The episode features a deep dive into unusual options activity, including a mysterious buyer in Unity Software and a vertical call spread in Select Quote. A conspiracy theory about AI engineers making a fortune in the options market is also debated by the hosts. The show wraps up with a look at upcoming earnings reports and a discussion on whether listeners are comfortable buying and holding the S&P 500 in the current market environment. Host: Mark Longo from The Options Insider Media Group Co-hosts: "Uncle" Mike Tosaw from St. Charles Wealth Management and Henry "The Flowmaster" Schwartz from Cboe Time Stamps 0:00 Welcome  3:02 The Trading Block: The panel discusses the overall market sentiment, a week of "red" for major indices, and a slight uptick in volatility. They analyze volume in VIX, SPY, SPX, and NASDAQ and discuss top-performing single-name stocks, including Nvidia, Tesla, Palantir, and Intel. 10:37 The Odd Block: The hosts investigate trades in Unity Software, Blend Labs, and Select Quote, analyzing specific call and put positions and speculating on the motives behind the trades. 19:54 The Mail Block: The hosts answer a listener's question about whether they are comfortable buying and holding the SPX in the current market. They also discuss a viral conspiracy theory that suggests top AI engineers are making a fortune through options trading, which is why they are being offered such high salaries. 27:46 Around the Block: The panel shares what they will be watching in the market until the next show, including upcoming earnings reports from companies like Intuit, Zoom, and Nvidia. They also give contact information for listeners who want to connect with them.

Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Alle Blicke richten sich auf die Jackson Hole-Rede von FED-Chef Jerome Powell um 16 Uhr MEZ. In Folge der zunehmenden Zeichen von Inflation, auch im Zusammenhang mit den Kommentaren von Walmart, ist die Chance einer September-Zinssenkung in den letzten Tagen von 98% auf 71% gesunken. Gestern betonten die Chefs der Notenbanken von Kansas City und Cleveland, dass man sich mit Zinssenkungen Zeit lassen kann. Powell dürfte die flauen Juli-Arbeitsmarktdaten zwar zur Kenntnis nehmen, könnte die Tore für eine Senkung im September aber von den August-Arbeitsmarktdaten und August-Verbraucherpreisen abhängig machen. Beide werden im Vorfeld der Tagung veröffentlicht. Die Tatsache, dass die Erwartungen einer Senkung in den letzten Tagen gesunken sind, entschärft die Rede stückweit. Was Ergebnisse betrifft, fallen die Reaktionen überwiegend negativ aus. Die Aktien von Intuit und Workday tendieren schwächer, belastet durch die entweder nur bestätigten und teils auch verfehlten Aussichten. Zoom kann von den Zahlen hingegen profitieren. Laut The Information soll NVIDIA Zulieferern wie Amkor und Samsung mitgeteilt haben, die Produktionsarbeiten für den H20-China-Chip einzustellen. Die Aktie steht leicht unter Druck. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial Accountants Podcast (02:09) - The Importance of Security for Accountants (02:51) - Common Security Issues in QuickBooks (05:34) - Understanding Passkeys and Their Benefits (10:57) - Real-World Examples and Horror Stories (27:18) - Best Practices for Account Security (32:53) - The Dangers of Sharing Personal Information Online (33:19) - The Importance of Two-Factor Authentication (33:49) - Benefits of Using Password Managers (35:02) - Real-Life Hacking Scenarios and Solutions (41:10) - Recognizing and Avoiding Email Scams (45:24) - QuickBooks Security Features and Concerns (49:57) - Intuit's New Feedback System for Banking Feeds (53:24) - What's Going on in Our World Horror Story in QB Power user FB Group - https://www.facebook.com/groups/QBPowerHour/permalink/9534930416605632Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys Intuit's Security page: https://security.intuit.com/Got a fake email from “Intooit”? Forward it to fraud@intuit.comRegister for Alicia's community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907Jamie Pollock's course, “Don't Get Scammed: Jamie's Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365Intuit's Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FBMarch 13 episode: deep dive into your Intuit Account including logins: uqb.show/83We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Just in time for AppSec sweeps week, Anshuman Bhartiya is joining Seth Law (sethlaw on social media) and Ken Johnson (cktricky) on the Absolute AppSec podcast! With over a decade in the security industry, Anshuman Bhartiya brings a wealth of knowledge to the table, in web application penetration testing and product security for major enterprises (EMC, Intuit, Atlassian, Lytx, etc). As the current Tech Lead for Application Security at Lyft and co-host of The Boring AppSec Podcast, Anshuman has a wealth of knowledge on AppSec topics. Read more about Anshuman's work in the AppSec community at his webpage here: https://www.anshumanbhartiya.com. Join us for a wide-ranging conversation about making it in information security and AppSec.

Nonprofits, your “10 blue links” era is over. In this episode, Avinash Kaushik (Human-Made Machine; Occam's Razor) breaks down Answer Engine Optimization—why LLMs now decide who gets seen, why third-party chatter outweighs your own site, and what to do about it. We get tactical: build AI-resistant content (genuine novelty + depth), go multimodal (text, video, audio), and stamp everything with real attribution so bots can't regurgitate you into sludge. We also cover measurement that isn't delusional—group your AEO referrals, expect fewer visits but higher intent, and stop worshiping last-click and vanity metrics. Avinash updates the 10/90 rule for the AI age (invest in people, plus “synthetic interns”), and torpedoes linear funnels in favor of See-Think-Do-Care anchored in intent. If you want a blunt, practical playbook for staying visible—and actually converting—when answers beat searches, this is it. About Avinash Avinash Kaushik is a leading voice in marketing analytics—the author of Web Analytics: An Hour a Day and Web Analytics 2.0, publisher of the Marketing Analytics Intersect newsletter, and longtime writer of the Occam's Razor blog. He leads strategy at Human Made Machine, advises Tapestry on brand strategy/marketing transformation, and previously served as Google's Digital Marketing Evangelist. Uniquely, he donates 100% of his book royalties and paid newsletter revenue to charity (civil rights, early childhood education, UN OCHA; previously Smile Train and Doctors Without Borders). He also co-founded Market Motive. Resource Links Avinash Kaushik — Occam's Razor (site/home) Occam's Razor by Avinash Kaushik Marketing Analytics Intersect (newsletter sign-up) Occam's Razor by Avinash Kaushik AEO series starter: “AI Age Marketing: Bye SEO, Hello AEO!” Occam's Razor by Avinash Kaushik See-Think-Do-Care (framework explainer) Occam's Razor by Avinash Kaushik Books: Web Analytics: An Hour a Day | Web Analytics 2.0 (author pages) Occam's Razor by Avinash Kaushik+1 Human Made Machine (creative pre-testing) — Home | About | Products humanmademachine.com+2humanmademachine.com+2 Tapestry (Coach, Kate Spade) (company site) Tapestry Tools mentioned (AEO measurement): Trakkr (AI visibility / prompts / sentiment) Trakkr Evertune (AI Brand Index & monitoring) evertune.ai GA4 how-tos (for your AEO channel + attribution): Custom Channel Groups (create an “AEO” channel) Google Help Attribution Paths report (multi-touch view) Google Help Nonprofit vetting (Avinash's donation diligence): Charity Navigator (ratings) Charity Navigator Google for Nonprofits — Gemini & NotebookLM (AI access) Announcement / overview | Workspace AI for nonprofits blog.googleGoogle Help Example NGO Avinash supports: EMERGENCY (Italy) EMERGENCY Transcript Avinash Kaushik: [00:00:00] So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now ​ George Weiner: [00:01:00] This week's guest, Avinash Kaushik is an absolute hero of mine because of his amazing, uh, work in the field of web analytics. And also, more importantly, I'd say education. Avinash Kaushik, , digital marketing evangelist at Google for Google Analytics. He spent 16 years there. He basically is. In the room where it happened, when the underlying ability to understand what's going on on our websites was was created. More importantly, I think for me, you know, he joined us on episode 45 back in 2016, and he still is, I believe, on the cutting edge of what's about to happen with AEO and the death of SEO. I wanna unpack that 'cause we kind of fly through terms [00:02:00] before we get into this podcast interview AEO. Answer engine optimization. It's this world of saying, alright, how do we create content that can't just be, , regurgitated by bots, , wholesale taken. And it's a big shift from SEO search engine optimization. This classic work of creating content for Google to give us 10 blue links for people to click on that behavior is changing. And when. We go through a period of change. I always wanna look at primary sources. The people that, , are likely to know the most and do the most. And he operates in the for-profit world. But make no mistake, he cares deeply about nonprofits. His expertise, , has frankly been tested, proven and reproven. So I pay attention when he says things like, SEO is going away, and AEO is here to stay. So I give you Avan Kashic. I'm beyond excited that he has come back. He was on our 45th episode and now we are well over our 450th episode. So, , who knows what'll happen next time we talk to him. [00:03:00] This week on the podcast, we have Avinash Kaushik. He is currently the chief strategy officer at Human Made Machine, but actually returning guest after many, many years, and I know him because he basically introduced me to Google Analytics, wrote the literal book on it, and also helped, by the way. No big deal. Literally birth Google Analytics for everyone. During his time at Google, I could spend the entire podcast talking about, uh, the amazing amounts that you have contributed to, uh, marketing and analytics. But I'd rather just real quick, uh, how are you doing and how would you describe your, uh, your role right now? Avinash Kaushik: Oh, thank you. So it's very excited to be back. Um, look forward to the discussion today. I do, I do several things concurrently, of course. I, I, I am an author and I write this weekly newsletter on marketing and analytics. Um, I am the Chief Strategy Officer at Human Made Machine, a company [00:04:00] that obsesses about helping brands win before they spend by doing creative pretesting. And then I also do, uh, uh, consulting at Tapestry, which owns Coach and Kate Spades. And my work focuses on brand strategy and marketing transformation globally. George Weiner: , Amazing. And of course, Occam's Razor. The, the, yes, the blog, which is incredible. I happen to be a, uh, a subscriber. You know, I often think of you in the nonprofit landscape, even though you operate, um, across many different brands, because personally, you also actually donate all of your proceeds from your books, from your blog, from your subscription. You are donating all of that, um, because that's just who you are and what you do. So I also look at you as like team nonprofit, though. Avinash Kaushik: You're very kind. No, no, I, I, yeah. All the proceeds from both of my books and now my newsletter, premium newsletter. It's about $200,000 a year, uh, donated to nonprofits, and a hundred [00:05:00] percent of the revenue is donated nonprofit, uh, nonprofits. And, and for me, it, it's been ai. Then I have to figure out. Which ones, and so I research nonprofits and I look up their cha charity navigators, and I follow up with the people and I check in on the works while, while don't work at a nonprofit, but as a customer of nonprofits, if you will. I, I keep sort of very close tabs on the amazing work that these charities do around the world. So feel very close to the people that you work with very closely. George Weiner: So recently I got an all caps subject line from you. Well, not from you talking about this new acronym that was coming to destroy the world, I think is what you, no, AEO. Can you help us understand what answer engine optimization is? Avinash Kaushik: Yes, of course. Of course. We all are very excited about ai. Obviously you, you, you would've to live in. Some backwaters not to be excited about it. And we know [00:06:00] that, um, at the very edge, lots of people are using large language models, chat, GPT, Claude, Gemini, et cetera, et cetera, in the world. And, and increasingly over the last year, what you have begun to notice is that instead of using a traditional search engine like Google or using the old Google interface with the 10 blue links, et cetera. People are beginning to use these lms. They just go to chat, GPT to get the answer that they want. And the one big difference in this, this behavior is I actually have on September 8th, I have a keynote here in New York and I have to be in Shanghai the next day. That is physically impossible because it, it just, the time it takes to travel. But that's my thing. So today, if I wanted to figure out what is the fastest way. On September 8th, I can leave New York and get to Shanghai. I would go to Google flights. I would put in the destinations. It will come back with a crap load of data. Then I poke and prod and sort and filter, and I have to figure out which flight is right for that. For this need I have. [00:07:00] So that is the old search engine world. I'm doing all the work, hunting and pecking, drilling down, visiting websites, et cetera, et cetera. Instead, actually what I did is I went to charge GBT 'cause I, I have a plus I, I'm a paying member of charge GBT and I said to charge GBTI have to do a keynote between four and five o'clock on September 8th in New York and I have to be in Shanghai as fast as I possibly can be After my keynote, can you find me the best flight? And I just typed in those two sentences. He came back and said, this Korean airline website flight is the best one for you. You will not get to your destination on time until, unless you take a private jet flight for $300,000. There is your best option. They're gonna get to Shanghai on, uh, September 10th at 10 o'clock in the morning if you follow these steps. And so what happened there? I didn't have to hunt and pack and dig and go to 15 websites to find the answer I wanted. The engine found the [00:08:00] answer I wanted at the end and did all the work for me that you are seeing from searching, clicking, clicking, clicking, clicking, clicking to just having somebody get you. The final answer is what I call the, the, the underlying change in consumer behavior that makes answer engine so exciting. Obviously, it creates a challenge for us because what happened between those two things, George is. I didn't have to visit many websites. So traffic is going down, obviously, and these interfaces at the moment don't have paid search links for now. They will come, they will come, but they don't at the moment. So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization [00:09:00] is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now George Weiner: that you know. Is a window large enough to drive a metaphorical data bus through? And I think talk to your data doctor results may vary. You are absolutely right. We have been seeing this with our nonprofit clients, with our own traffic that yes, basically staying even is the new growth. Yeah. But I want to sort of talk about the secondary implications of an AI that has ripped and gripped [00:10:00] my website's content. Then added whatever, whatever other flavors of my brand and information out there, and is then advising somebody or talking about my brand. Can you maybe unwrap that a little bit more? What are the secondary impacts of frankly, uh, an AI answering what is the best international aid organization I should donate to? Yes. As you just said, you do Avinash Kaushik: exactly. No, no, no. This such a, such a wonderful question. It gets to the crux. What used to influence Google, by the way, Google also has an answer engine called Gemini. So I just, when I say Google, I'm referring to the current Google that most people use with four paid links and 10 SEO links. So when I say Google, I'm referring to that one. But Google also has an answer engine. I, I don't want anybody saying Google does is not getting into the answer engine business. It is. So Google is very much influenced by content George that you create. I call it one P content, [00:11:00] first party content. Your website, your mobile app, your YouTube channel, your Facebook page, your, your, your, your, and it sprinkles on some amount of third party content. Some websites might have reviews about you like Yelp, some websites might have PR releases about you light some third party content. Between search engine and engines. Answer Engines seem to overvalue third party content. My for one p content, my website, my mobile app, my YouTube channel. My, my, my, everything actually is going down in influence while on Google it's pretty high. So as here you do SEO, you're, you're good, good ranking traffic. But these LLMs are using many, many, many, literally tens of thousands more sources. To understand who you are, who you are as a nonprofit, and it's [00:12:00] using everybody's videos, everybody's Reddit posts, everybody's Facebook things, and tens of thousands of more people who write blogs and all kinds of stuff in order to understand who you are as a nonprofit, what services you offer, how good you are, where you're falling short, all those negative reviews or positive reviews, it's all creepy influence. Has gone through the roof, P has come down, which is why it has become very, very important for us to build a new content strategy to figure out how we can influence these LMS about who we are. Because the scary thing is at this early stage in answer engines, someone else is telling the LLMs who you are instead of you. A more, and that's, it feels a little scary. It feels as scary as a as as a brand. It feels very scary as I'm a chief strategy officer, human made machine. It feels scary for HMM. It feels scary for coach. [00:13:00] It's scary for everybody, uh, which is why you really urgently need to get a handle on your content strategy. George Weiner: Yeah, I mean, what you just described, if it doesn't give you like anxiety, just stop right now. Just replay what we just did. And that is the second order effects. And you know, one of my concerns, you mentioned it early on, is that sort of traditional SEO, we've been playing the 10 Blue Link game for so long, and I'm worried that. Because of the changes right now, roughly what 20% of a, uh, search is AI overview, that number's not gonna go down. You're mentioning third party stuff. All of Instagram back to 2020, just quietly got tossed into the soup of your AI brand footprint, as we call it. Talk to me about. There's a nonprofit listening to this right now, and then probably if they're smart, other organizations, what is coming in the next year? They're sitting down to write the same style of, you know, [00:14:00] ai, SEO, optimized content, right? They have their content calendar. If you could have like that, I'm sitting, you're sitting in the room with them. What are you telling that classic content strategy team right now that's about to embark on 2026? Avinash Kaushik: Yes. So actually I, I published this newsletter just last night, and this is like the, the fourth in my AEO series, uh, newsletter, talks about how to create your content portfolio strategy. Because in the past we were like, we've got a product pages, you know, the equivalent of our, our product pages. We've got some, some, uh, charitable stories on our website and uh, so on and so forth. And that's good. That's basic. You need to do the basics. The interesting thing is you need to do so much more both on first party. So for example, one of the first things to appreciate is LMS or answer engines are far more influenced by multimodal content. So what does that mean? Text plus [00:15:00] video plus audio. Video and audio were also helpful in Google. And remember when I say Google, I'm referring to the old linky linking Google, not Gemini. But now video has ton more influence. So if you're creating a content strategy for next year, you should say many. Actually, lemme do one at a time. Text. You have to figure out more types of things. Authoritative Q and as. Very educational deep content around your charity's efforts. Lots of text. Third. Any seasonality, trends and patterns that happen in your charity that make a difference? I support a school in, in Nepal and, and during the winter they have very different kind of needs than they do during the summer. And so I bumped into this because I was searching about something seasonality related. This particular school for Tibetan children popped up in Nepal, and it's that content they wrote around winter and winter struggles and coats and all this stuff. I'm like. [00:16:00] It popped up in the answer engine and I'm like, okay. I research a bit more. They have good stories about it, and I'm supporting them q and a. Very, very important. Testimonials. Very, very important interviews. Very, very important. Super, super duper important with both the givers and the recipients, supporters of your nonprofit, but also the recipient recipients of very few nonprofits actually interview the people who support them. George Weiner: Like, why not like donors or be like, Hey, why did you support us? What was the, were the two things that moved you from Aware to care? Avinash Kaushik: Like for, for the i I Support Emergency, which is a Italian nonprofit like Ms. Frontiers and I would go on their website and speak a fiercely about why I absolutely love the work they do. Content, yeah. So first is text, then video. You gotta figure out how to use video a lot more. And most nonprofits are not agile in being able to use video. And the third [00:17:00] thing that I think will be a little bit of a struggle is to figure out how to use audio. 'cause audio also plays a very influential role. So for as you are planning your uh, uh, content calendar for the next year. Have the word multimodal. I'm sorry, it's profoundly unsexy, but put multimodal at the top, underneath it, say text, then say video, then audio, and start to fill those holes in. And if those people need ideas and example of how to use audio, they should just call you George. You are the king of podcasting and you can absolutely give them better advice than I could around how nonprofits could use audio. But the one big thing you have to think about is multimodality for next year George Weiner: that you know, is incredibly powerful. Underlying that, there's this nuance that I really want to make sure that we understand, which is the fact that the type of content is uniquely different. It's not like there's a hunger organization listening right now. It's not 10 facts about hunger during the winter. [00:18:00] Uh, days of being able to be an information resource that would then bring people in and then bring them down your, you know, your path. It's game over. If not now, soon. Absolutely. So how you are creating things that AI can't create and that's why you, according to whom, is what I like to think about. Like, you're gonna say something, you're gonna write something according to whom? Is it the CEO? Is it the stakeholder? Is it the donor? And if you can put a attribution there, suddenly the AI can't just lift and shift it. It has to take that as a block and be like, no, it was attributed here. This is the organization. Is that about right? Or like first, first party data, right? Avinash Kaushik: I'll, I'll add one more, one more. Uh, I'll give a proper definition. So, the fir i I made 11 recommendations last night in the newsletter. The very first one is focus on creating AI resistant content. So what, what does that mean? AI resistant means, uh, any one of us from nonprofits could [00:19:00] open chat, GPT type in a few queries and chat. GD PT can write our next nonprofit newsletter. It could write the next page for our donation. It could create the damn page for our donation, right? Remember, AI can create way more content than you can, but if you can use AI to create content, 67 million other nonprofits are doing the same thing. So what you have to do is figure out how to build AI resistant content, and my definition is very simple. George, what is AI resistance? It's content of genuine novelty. So to tie back to your recommendation, your CEO of a nonprofit that you just recommended, the attribution to George. Your CEO has a unique voice, a unique experience. The AI hasn't learned what makes your CEO your frontline staff solving problems. You are a person who went and gave a speech at the United Nations on behalf of your nonprofit. Whatever you are [00:20:00] doing is very special, and what you have to figure out is how to get out of the AI slop. You have to get out of all the things that AI can automatically type. Figure out if your content meets this very simple, standard, genuine novelty and depth 'cause it's the one thing AI isn't good at. That's how you rank higher. And not only will will it, will it rank you, but to make another point you made, George, it's gonna just lift, blanc it out there and attribute credit to you. Boom. But if you're not genuine, novelty and depth. Thousand other nonprofits are using AI to generate text and video. Could George Weiner: you just, could you just quit whatever you're doing and start a school instead? I seriously can't say it enough that your point about AI slop is terrifying me because I see it. We've built an AI tool and the subtle lesson here is that think about how quickly this AI was able to output that newsletter. Generic old school blog post and if this tool can do it, which [00:21:00] by the way is built on your local data set, we have the rag, which doesn't pause for a second and realize if this AI can make it, some other AI is going to be able to reproduce it. So how are you bringing the human back into this? And it's a style of writing and a style of strategic thinking that please just start a school and like help every single college kid leaving that just GPT their way through a degree. Didn't freaking get, Avinash Kaushik: so it's very, very important to make sure. Content is of genuine novelty and depth because it cannot be replicated by the ai. And by the way, this, by the way, George, it sounds really high, but honestly to, to use your point, if you're a CEO of a nonprofit, you are in it for something that speaks to you. You're in it. Because ai, I mean nonprofit is not your path to becoming the next Bill Gates, you're doing it because you just have this hair. Whoa, spoiler alert. No, I'm sorry. [00:22:00] Maybe, maybe that is. I, I didn't, I didn't mean any negative emotion there, but No, I love it. It's all, it's like a, it's like a sense of passion you are bringing. There's something that speaks to you. Just put that on paper, put that on video, put that on audio, because that is what makes you unique. And the collection of those stories of genuine depth and novelty will make your nonprofit unique and stand out when people are looking for answers. George Weiner: So I have to point to the next elephant in the room here, which is measurement. Yes. Yes. Right now, somebody is talking about human made machine. Someone's talking about whole whale. Someone's talking about your nonprofit having a discussion in an answer engine somewhere. Yes. And I have no idea. How do I go about understanding measurement in this new game? Avinash Kaushik: I have. I have two recommendations. For nonprofits, I would recommend a tool called Tracker ai, TRA, KKR [00:23:00] ai, and it has a free version, that's why I'm recommending it. Some of the many of these tools are paid tools, but with Tracker, do ai. It allows you to identify your website, URL, et cetera, et cetera, and it'll give you some really wonderful and fantastic, helpful report It. Tracker helps you understand prompt tracking, which is what are other people writing about you when they're seeking? You? Think of this, George, as your old webmaster tools. What keywords are people using to search? Except you can get the prompts that people are using to get a more robust understanding. It also monitors your brand's visibility. How often are you showing up and how often is your competitor showing up, et cetera, et cetera. And then he does that across multiple search engines. So you can say, oh, I'm actually pretty strong in OpenAI for some reason, and I'm not that strong in Gemini. Or, you know what, I have like the highest rating in cloud, but I don't have it in OpenAI. And this begins to help you understand where your current content strategy is working and where it is not [00:24:00] working. So that's your brand visibility. And the third thing that you get from Tracker is active sentiment tracking. This is the scary part because remember, you and I were both worried about what other people saying about us. So this, this are very helpful that we can go out and see what it is. What is the sentiment around our nonprofit that is coming across in, um, in these lms? So Tracker ai, it have a free and a paid version. So I would, I would recommend using it for these three purposes. If, if you have funding to invest in a tool. Then there's a tool called Ever Tool, E-V-E-R-T-U-N-E Ever. Tune is a paid tool. It's extremely sophisticated and robust, and they do brand monitoring, site audit, content strategy, consumer preference report, ai, brand index, just the. Step and breadth of metrics that they provide is quite extensive, but, but it is a paid tool. It does cost money. It's not actually crazy expensive, but uh, I know I have worked with them before, so full disclosure [00:25:00] and having evaluated lots of different tools, I have sort of settled on those two. If it's a enterprise type client I'm working with, then I'll use Evert Tune if I am working with a nonprofit or some of my personal stuff. I'll use Tracker AI because it's good enough for a person that is, uh, smaller in size and revenue, et cetera. So those two tools, so we have new metrics coming, uh, from these tools. They help us understand the kind of things we use webmaster tools for in the past. Then your other thing you will want to track very, very closely is using Google Analytics or some other tool on your website. You are able to currently track your, uh, organic traffic and if you're taking advantage of paid ads, uh, through a grant program on Google, which, uh, provides free paid search credits to nonprofits. Then you're tracking your page search traffic to continue to track that track trends, patterns over time. But now you will begin to see in your referrals report, in your referrals report, you're gonna begin to seeing open [00:26:00] ai. You're gonna begin to see these new answer engines. And while you don't know the keywords that are sending this traffic and so on and so forth, it is important to keep track of the traffic because of two important reasons. One, one, you want to know how to highly prioritize. AEO. That's one reason. But the other reason I found George is syn is so freaking hard to rank in an answer engine. When people do come to my websites from Answer engine, the businesses I work with that is very high intent person, they tend to be very, very valuable because they gave the answer engine a very complex question to answer the answers. Engine said you. The right answer for it. So when I show up, I'm ready to buy, I'm ready to donate. I'm ready to do the action that I was looking for. So the percent of people who are coming from answer engines to your nonprofit carry significantly higher intention, and coming from Google, who also carry [00:27:00] intent. But this man, you stood out in an answer engine, you're a gift from God. Person coming thinks you're very important and is likely to engage in some sort of business with you. So I, even if it's like a hundred people, I care a lot about those a hundred people, even if it's not 10,000 at the moment. Does that make sense George? George Weiner: It does, and I think, I'm glad you pointed to, you know, the, the good old Google Analytics. I'm like, it has to be a way, and I, I think. I gave maximum effort to this problem inside of Google Analytics, and I'm still frustrated that search console is not showing me, and it's just blending it all together into one big soup. But. I want you to poke a hole in this thinking or say yes or no. You can create an AI channel, an AEO channel cluster together, and we have a guide on that cluster together. All of those types of referral traffic, as you mentioned, right from there. I actually know thanks to CloudFlare, the ratios of the amount of scrapes versus the actual clicks sent [00:28:00] for roughly 20, 30% of. Traffic globally. So is it fair to say I could assume like a 2% clickthrough or a 1% clickthrough, or even worse in some cases based on that referral and then reverse engineer, basically divide those clicks by the clickthrough rate and essentially get a rough share of voice metric on that platform? Yeah. Avinash Kaushik: So, so for, um, kind of, kind of at the moment, the problem is that unlike Google giving us some decent amount of data through webmaster tools. None of these LLMs are giving us any data. As a business owner, none of them are giving us any data. So we're relying on third parties like Tracker. We're relying on third parties like Evert Tune. You understand? How often are we showing up so we could get a damn click through, right? Right. We don't quite have that for now. So the AI Brand Index in Evert Tune comes the closest. Giving you some information we could use in the, so your thinking is absolutely right. Your recommendation is ly, right? Even if you can just get the number of clicks, even if you're tracking them very [00:29:00] carefully, it's very important. Please do exactly what you said. Make the channel, it's really important. But don't, don't read too much into the click-through rate bits, because we're missing the. We're missing a very important piece of information. Now remember when Google first came out, we didn't have tons of data. Um, and that's okay. These LLMs Pro probably will realize over time if they get into the advertising business that it's nice to give data out to other people, and so we might get more data. Until then, we are relying on these third parties that are hacking these tools to find us some data. So we can use it to understand, uh, some of the things we readily understand about keywords and things today related to Google. So we, we sadly don't have as much visibility today as we would like to have. George Weiner: Yeah. We really don't. Alright. I have, have a segment that I just invented. Just for you called Avanade's War Corner. And in Avanade's War Corner, I noticed that you go to war on various concepts, which I love because it brings energy and attention to [00:30:00] frankly data and finding answers in there. So if you'll humor me in our war corner, I wanna to go through some, some classic, classic avan. Um, all right, so can you talk to me a little bit about vanity metrics, because I think they are in play. Every day. Avinash Kaushik: Absolutely. No, no, no. Across the board, I think in whatever we do. So, so actually I'll, I'll, I'll do three. You know, so there's vanity metrics, activity metrics and outcome metrics. So basically everything goes into these three buckets essentially. So vanity metrics are, are the ones that are very easy to find, but them moving up and down has nothing to do with the number of donations you're gonna get as a nonprofit. They're just there to ease our ego. So, for example. Let's say we are a nonprofit and we run some display ads, so measure the number of impressions that were delivered for our display ad. That's a vanity metric. It doesn't tell you anything. You could have billions of impressions. You could have 10 impressions, doesn't matter, but it is easily [00:31:00] available. The count is easily available, so we report it. Now, what matters? What matters are, did anybody engage with the ad? What were the percent of people who hovered on the ad? What were the number of people who clicked on the ad activity metrics? Activity metrics are a little more useful than vanity metrics, but what does it matter for you as a non nonprofit? The number of donations you received in the last 24 hours. That's an outcome metric. Vanity activity outcome. Focus on activity to diagnose how well our campaigns or efforts are doing in marketing. Focus on outcomes to understand if we're gonna stay in business or not. Sorry, dramatic. The vanity metrics. Chasing is just like good for ego. Number of likes is a very famous one. The number of followers on a social paia, a very famous one. Number of emails sent is another favorite one. There's like a whole host of vanity metrics that are very easy to get. I cannot emphasize this enough, but when you unpack and or do meta-analysis of [00:32:00] relationship between vanity metrics and outcomes, there's a relationship between them. So we always advise people that. Start by looking at activity metrics to help you understand the user's behavior, and then move to understanding outcome metrics because they are the reason you'll thrive. You will get more donations or you will figure out what are the things that drive more donations. Otherwise, what you end up doing is saying. If I post provocative stuff on Facebook, I get more likes. Is that what you really wanna be doing? But if your nonprofit says, get me more likes, pretty soon, there's like a naked person on Facebook that gets a lot of likes, but it's corrupting. Yeah. So I would go with cute George Weiner: cat, I would say, you know, you, you get the generic cute cat. But yeah, same idea. The Internet's built on cats Avinash Kaushik: and yes, so, so that's why I, I actively recommend people stay away from vanity metrics. George Weiner: Yeah. Next up in War Corner, the last click [00:33:00] fallacy, right? The overweighting of this last moment of purchase, or as you'd maybe say in the do column of the See, think, do care. Avinash Kaushik: Yes. George Weiner: Yes. Avinash Kaushik: So when the, when the, when we all started to get Google Analytics, we got Adobe Analytics web trends, remember them, we all wanted to know like what drove the conversion. Mm-hmm. I got this donation for a hundred dollars. I got a donation for a hundred thousand dollars. What drove the conversion. And so what lo logically people would just say is, oh, where did this person come from? And I say, oh, the person came from Google. Google drove this conversion. Yeah, his last click analysis just before the conversion. Where did the person come from? Let's give them credit. But the reality is it turns out that if you look at consumer behavior, you look at days to donation, visits to donation. Those are two metrics available in Google. It turns out that people visit multiple times before [00:34:00] they make a donation. They may have come through email, their interest might have been triggered through your email. Then they suddenly remembered, oh yeah, yeah, I wanted to go to the nonprofit and donate something. This is Google, you. And then Google helps them find you and they come through. Now, who do you give credit Email or the Google, right? And what if you came 5, 7, 8, 10 times? So the last click fallacy is that it doesn't allow you to see the full consumer journey. It gives credit to whoever was the last person who sent you this, who introduced this person to your website. And so very soon we move to looking at what we call MTI, Multi-Touch Attribution, which is a free solution built into Google. So you just go to your multichannel funnel reports and it will help you understand that. One, uh, 150 people came from email. Then they came from Google. Then there was a gap of nine days, and they came back from Facebook and then they [00:35:00] converted. And what is happening is you're beginning to understand the consumer journey. If you understand the consumer journey better, we can come with better marketing. Otherwise, you would've said, oh, close shop. We don't need as many marketing people. We'll just buy ads on Google. We'll just do SEO. We're done. Oh, now you realize there's a more complex behavior happening in the consumer. They need to solve for email. You solve for Google, you need to solve Facebook. In my hypothetical example, so I, I'm very actively recommend people look at the built-in free MTA reports inside the Google nalytics. Understand the path flow that is happening to drive donations and then undertake activities that are showing up more often in the path, and do fewer of those things that are showing up less in the path. George Weiner: Bring these up because they have been waiting on my mind in the land of AEO. And by the way, we're not done with war. The war corner segment. There's more war there's, but there's more, more than time. But with both of these metrics where AEO, if I'm putting these glasses back on, comes [00:36:00] into play, is. Look, we're saying goodbye to frankly, what was probably somewhat of a vanity metric with regard to organic traffic coming in on that 10 facts about cube cats. You know, like, was that really how we were like hanging our hat at night, being like. Job done. I think there's very much that in play. And then I'm a little concerned that we just told everyone to go create an AEO channel on their Google Analytics and they're gonna come in here. Avinash told me that those people are buyers. They're immediately gonna come and buy, and why aren't they converting? What is going on here? Can you actually maybe couch that last click with the AI channel inbound? Like should I expect that to be like 10 x the amount of conversions? Avinash Kaushik: All we can say is it's, it's going to be people with high intention. And so with the businesses that I'm working with, what we are finding is that the conversion rates are higher. Mm. This game is too early to establish any kind of sense of if anybody has standards for AEO, they're smoking crack. Like the [00:37:00] game is simply too early. So what we I'm noticing is that in some cases, if the average conversion rate is two point half percent, the AEO traffic is converting at three, three point half. In two or three cases, it's converting at six, seven and a half. But there is not enough stability in the data. All of this is new. There's not enough stability in the data to say, Hey, definitely you can expect it to be double or 10% more or 50% more. We, we have no idea this early stage of the game, but, but George, if we were doing this again in a year, year and a half, I think we'll have a lot more data and we'll be able to come up with some kind of standards for, for now, what's important to understand is, first thing is you're not gonna rank in an answer engine. You just won't. If you do rank in an answer engine, you fought really hard for it. The person decided, oh my God, I really like this. Just just think of the user behavior and say, this person is really high intent because somehow [00:38:00] you showed up and somehow they found you and came to you. Chances are they're caring. Very high intent. George Weiner: Yeah. They just left a conversation with a super intelligent like entity to come to your freaking 2001 website, HTML CSS rendered silliness. Avinash Kaushik: Whatever it is, it could be the iffiest thing in the world, but they, they found me and they came to you and they decided that in the answer engine, they like you as the answer the most. And, and it took that to get there. And so all, all, all is I'm finding in the data is that they carry higher intent and that that higher intent converts into higher conversion rates, higher donations, as to is it gonna be five 10 x higher? It's unclear at the moment, but remember, the other reason you should care about it is. Every single day. As more people move away from Google search engines to answer engines, you're losing a ton of traffic. If somebody new showing up, treat them with, respect them with love. Treat them with [00:39:00] care because they're very precious. Just lost a hundred. Check the landing George Weiner: pages. 'cause you may be surprised where your front door is when complexity is bringing them to you, and it's not where you spent all of your design effort on the homepage. Spoiler. That's exactly Avinash Kaushik: right. No. Exactly. In fact, uh, the doping deeper into your websites is becoming even more prevalent with answer engines. Mm-hmm. Um, uh, than it used to be with search engines. The search always tried to get you the, the top things. There's still a lot of diversity. Your homepage likely is still only 30% of your traffic. Everybody else is landing on other homepage or as you call them, landing pages. So it's really, really important to look beyond your homepage. I mean, it was true yesterday. It's even truer today. George Weiner: Yeah, my hunch and what I'm starting to see in our data is that it is also much higher on the assisted conversion like it is. Yes. Yes, it is. Like if you have come to us from there, we are going to be seeing you again. That's right. That's right. More likely than others. It over indexes consistently for us there. Avinash Kaushik: [00:40:00] Yes. Again, it ties back to the person has higher intent, so if they didn't convert in that lab first session, their higher intent is gonna bring them back to you. So you are absolutely right about the data that you're seeing. George Weiner: Um, alright. War corner, the 10 90 rule. Can you unpack this and then maybe apply it to somebody who thinks that their like AI strategy is done? 'cause they spend $20 or $200 a month on some tool and then like, call it a day. 'cause they did ai. Avinash Kaushik: Yes, yes. No, it's, it's good. I, I developed it in context of analytics. When I was at my, uh, job at Intuit, I used to, I was at Intuit, senior director for research and analytics. And one of the things I found is people would consistently spend lots of money on tools in that time, web analytics tools, research tools, et cetera. And, uh, so they're spending a contract of a few hundred thousand dollars or hundreds of thousands of dollars, and then they give it to a fresh graduate to find insights. [00:41:00] I was like, wait, wait, wait. So you took this $300,000 thing and gave it to somebody. You're paying $45,000 a year. Who is young in their career, young in their career, and expecting them to make you tons of money using this tool? It's not the tool, it's the human. And so that's why I developed the the 10 90 rule, which is that if you have a, if you have a hundred dollars to invest in making smarter decisions, invest $10 in the tool, $90 in the human. We all have access to so much data, so much complexity. The world is changing so fast that it is the human that is going to figure out how to make sense of these insights rather than the tool magically spewing and understanding your business enough to tell you exactly what to do. So that, that's sort of where the 10 90 rule came from. Now, sort of we are in this, in this, um, this is very good for nonprofits by the way. So we're in this era. Where On the 90 side? No. So the 10, look, don't spend insane money on tools that is just silly. So don't do that. Now the 90, let's talk about the [00:42:00] 90. Up until two years ago, I had to spell all of the 90 on what I now call organic humans. You George Weiner: glasses wearing humans, huh? Avinash Kaushik: The development of LLM means that every single nonprofit in the world has access to roughly a third year bachelor's degree student. Like a really smart intern. For free. For free. In fact, in some instances, for some nonprofits, let's say I I just reading about this nonprofit that is cleaning up plastics in the ocean for this particular nonprofit, they have access to a p HT level environmentalist using the latest Chad GP PT 4.5, like PhD level. So the little caveat I'm beginning to put in the 10 90 rule is on the 90. You give the 90 to the human and for free. Get the human, a very smart Bachelor's student by using LLMs in some instances. Get [00:43:00] for free a very smart TH using the LLMs. So the LLMs have now to be incorporated into your research, into your analysis, into building a next dashboard, into building a next website, into building your next mobile game into whatever the hell you're doing for free. You can get that so you have your organic human. Less the synthetic human for free. Both of those are in the 90 and, and for nonprofit, so, so in my work at at Coach and Kate Spade. I have access now to a couple of interns who do free work for me, well for 20 minor $20 a month because I have to pay for the plus version of G bt. So the intern costs $20 a month, but I have access to this syn synthetic human who can do a whole lot of work for me for $20 a month in my case, but it could also do it for free for you. Don't forget synthetic humans. You no longer have to rely only on the organic humans to do the 90 part. You would be stunned. Upload [00:44:00] your latest, actually take last year's worth of donations, where they came from and all this data from you. Have a spreadsheet lying around. Dump it into chat. GPT, I'll ask it to analyze it. Help you find where most donations came from, and visualize trends to present to board of directors. It will blow your mind how good it is at do it with Gemini. I'm not biased, I'm just seeing chat. GPD 'cause everybody knows it so much Better try it with mistrial a, a small LLM from France. So I, I wanna emphasize that what has changed over the last year is the ability for us to compliment our organic humans with these synthetic entities. Sometimes I say synthetic humans, but you get the point. George Weiner: Yeah. I think, you know, definitely dump that spreadsheet in. Pull out the PII real quick, just, you know, make me feel better as, you know, the, the person who's gonna be promoting this to everybody, but also, you know, sort of. With that. I want to make it clear too, that like actually inside of Gemini, like Google for nonprofits has opened up access to Gemini for free is not a per user, per whatever. You have that [00:45:00] you have notebook, LLM, and these. Are sitting in their backyards for free every day and it's like a user to lose it. 'cause you have a certain amount of intelligence tokens a day. Can you, I just like wanna climb like the tallest tree out here and just start yelling from a high building about this. Make the case of why a nonprofit should be leveraging this free like PhD student that is sitting with their hands underneath their butts, doing nothing for them right now. Avinash Kaushik: No, it is such a shame. By the way, I cannot add to your recommendation in using your Gemini Pro account if it's free, on top of, uh, all the benefits you can get. Gemini Pro also comes with restrictions around their ability to use your data. They won't, uh, their ability to put your data anywhere. Gemini free versus Gemini Pro is a very protected environment. Enterprise version. So more, more security, more privacy, et cetera. That's a great benefit. And by the way, as you said, George, they can get it for free. So, um, the, the, the, the posture you should adopt is what big companies are doing, [00:46:00] which is anytime there is a job to be done, the first question you, you should ask is, can I make the, can an AI do the job? You don't say, oh, let me send it to George. Let me email Simon, let me email Sarah. No, no, no. The first thing that should hit your head is. I do the job because most of the time for, again, remember, third year bachelor's degree, student type, type experience and intelligence, um, AI can do it better than any human. So your instincts to be, let me outsource that kind of work so I can free up George's cycles for the harder problems that the AI cannot solve. And by the way, you can do many things. For example, you got a grant and now Meta allows you to run X number of ads for free. Your first thing, single it. What kind of ad should I create? Go type in your nonprofit, tell it the kind of things you're doing. Tell it. Tell it the donations you want, tell it the size, donation, want. Let it create the first 10 ads for you for free. And then you pick the one you like. And even if you have an internal [00:47:00] designer who makes ads, they'll start with ideas rather than from scratch. It's just one small example. Or you wanna figure out. You know, my email program is stuck. I'm not getting yield rates for donations. The thing I want click the button that called that is called deep research or thinking in the LL. Click one of those two buttons and then say, I'm really struggling. I'm at wits end. I've tried all these things. Write all the detail. Write all the detail about what you've tried and now working. Can you please give me three new ideas that have worked for nonprofits who are working in water conservation? Hmm. This would've taken a human like a few days to do. You'll have an answer in under 90 seconds. I just give two simple use cases where we can use these synthetic entities to send us, do the work for us. So the default posture in nonprofits should be, look, we're resource scrapped anyway. Why not use a free bachelor's degree student, or in some case a free PhD student to do the job, or at least get us started on a job. So just spending 10 [00:48:00] hours on it. We only spend the last two hours. The entity entity does the first date, and that is super attractive. I use it every single day in, in one of my browsers. I have three traps open permanently. I've got Claude, I've got Mistrial, I've got Charge GPT. They are doing jobs for me all day long. Like all day long. They're working for me. $20 each. George Weiner: Yeah, it's an, it, it, it's truly, it's an embarrassment of riches, but also getting back to the, uh, the 10 90 is, it's still sitting there. If you haven't brought that capacity building to the person on how to prompt how to play that game of linguistic tennis with these tools, right. They're still just a hammer on a. Avinash Kaushik: That's exactly right. That's exactly right. Or, or in your case, you, you have access to Gemini for nonprofits. It's a fantastic tool. It's like a really nice card that could take you different places you insist on cycling everywhere. It's, it's okay cycle once in a while for health reasons. Otherwise, just take the car, it's free. George Weiner: Ha, you've [00:49:00] been so generous with your time. Uh, I do have one more quick war. If you, if you have, have a minute, uh, your war on funnels, and maybe this is not. Fully fair. And I am like, I hear you yelling at me every time I'm showing our marketing funnel. And I'm like, yeah, but I also have have a circle over here. Can you, can you unpack your war on funnels and maybe bring us through, see, think, do, care and in the land of ai? Avinash Kaushik: Yeah. Okay. So the marketing funnel is very old. It's been around for a very long time, and once I, I sort of started working at Google, access to lots more consumer research, lots more consumer behavior. Like 20 years ago, I began to understand that there's no such thing as funnel. So what does the funnel say? The funnel says there's a group of people running around the world, they're not aware of your brand. Find them, scream at them, spray and pray advertising at them, make them aware, and then somehow magically find the exact same people again and shut them down the fricking funnel and make them consider your product.[00:50:00] And now that they're considering, find them again, exactly the same people, and then shove them one more time. Move their purchase index and then drag them to your website. The thing is this linearity that there's no evidence in the universe that this linearity exists. For example, uh, I'm going on a, I like long bike rides, um, and I just got thirsty. I picked up the first brand. I could see a water. No awareness, no consideration, no purchase in debt. I just need water. A lot of people will buy your brand because you happen to be the cheapest. I don't give a crap about anything else, right? So, um, uh, uh, the other thing to understand is, uh, one of the brands I adore and have lots of is the brand. Patagonia. I love Patagonia. I, I don't use the word love for I think any other brand. I love Patagonia, right? For Patagonia. I'm always in the awareness stage because I always want these incredible stories that brand ambassadors tell about how they're helping the environment. [00:51:00] I have more Patagonia products than I should have. I'm already customer. I'm always open to new considerations of Patagonia products, new innovations they're bringing, and then once in a while, I'm always in need to buy a Patagonia product. I'm evaluating them. So this idea that the human is in one of these stages and your job is to shove them down, the funnel is just fatally flawed, no evidence for it. Instead, what you want to do is what is Ash's intent at the moment? He would like environmental stories about how we're improving planet earth. Patagonia will say, I wanna make him aware of my environmental stories, but if they only thought of marketing and selling, they wouldn't put me in the awareness because I'm already a customer who buys lots of stuff from already, right? Or sometimes I'm like, oh, I'm, I'm heading over to London next week. Um, I need a thing, jacket. So yeah, consideration show up even though I'm your customer. So this seating do care is a framework that [00:52:00] says, rather than shoving people down things that don't exist and wasting your money, your marketing should be able to discern any human's intent and then be able to respond with a piece of content. Sometimes that piece of content in an is an ad. Sometimes it's a webpage, sometimes it's an email. Sometimes it's a video. Sometimes it's a podcast. This idea of understanding intent is the bedrock on which seat do care is built about, and it creates fully customer-centric marketing. It is harder to do because intent is harder to infer, but if you wanna build a competitive advantage for yourself. Intent is the magic. George Weiner: Well, I think that's a, a great point to, to end on. And again, so generous with, uh, you know, all the work you do and also supporting nonprofits in the many ways that you do. And I'm, uh, always, always watching and seeing what I'm missing when, um, when a new, uh, AKA's Razor and Newsletter come out. So any final sign off [00:53:00] here on how do people find you? How do people help you? Let's hear it. Avinash Kaushik: You can just Google or answer Engine Me. It's, I'm not hard. I hard to find, but if you're a nonprofit, you can sign up for my newsletter, TMAI marketing analytics newsletter. Um, there's a free one and a paid one, so you can just sign up for the free one. It's a newsletter that comes out every five weeks. It's completely free, no strings or anything. And that way I'll be happy to share my stories around better marketing and analytics using the free newsletter for you so you can sign up for that. George Weiner: Brilliant. Well, thank you so much, Avan. And maybe, maybe we'll have to take you up on that offer to talk sometime next year and see, uh, if maybe we're, we're all just sort of, uh, hanging out with synthetic humans nonstop. Thank you so much. It was fun, George. [00:54:00]

Step inside the world of psychic espionage and remote viewing with Angela Ford, one of the U.S. government's top Stargate Program remote viewers. In this interview, Angela shares how she was recruited into the DIA/Army Intelligence psychic spy Stargate program, her childhood ESP (extra-sensory perception) experiences, and her groundbreaking work locating hostages and criminals. Learn the truth about remote viewing, automatic writing, and the previously classified methods used in national security. Angela Ford is offering remote viewing training August 18, 2025 and September 17, 2025. She also offers personal readings. Though she doesn't have a website, you can email her at: fordangela04@gmail.com _____________________________________________________________ If you'd like to schedule a free 15-minute call with me to see if I'm the right fit for your needs, go to my website at:  http://kimlouisemedicalintuitive.com For questions:  kim@kimlouisemedicalintuitive.com Please subscribe, like, share, and leave a kind review of this podcast, as it helps others to find it and it helps to grow the podcast.  Many thanks!  :) YouTube:  www.youtube.com/@kimlouisemedicalintuitive    

Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:38) - Hector's Recent Adventures (04:05) - The Evolution of Pricing in Accounting (05:58) - Intuit Enterprise Suite: Compliment Sandwich (07:08) - Feedback on Intuit Enterprise Suite (13:11) - Challenges with QuickBooks Online (19:20) - New Features in Intuit Enterprise Suite (25:29) - Multi-Entity Management in IES (39:22) - Navigating Multi-Entity Chart of Accounts (41:53) - Expense Allocation Enhancements (47:30) - Intercompany Sales and Transactions (56:13) - AI-Powered Cash Flow Forecasting (01:00:22) - A Few More New Features (01:07:27) - Milestones (01:13:30) - Upcoming Training and Events Alicia's upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907Kristen Nies Ciraldo's Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907Hector's App RightTool: https://righttool.app/Hector's Reframe Conference: https://www.reframeaccounting.com/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Matt LeMay spent 13 years as a music critic at Pitchfork before becoming one of product management's most influential voices. He's consulted with companies from startups to Fortune 500s and authored two essential PM books, including Impact-First Product Teams. After watching countless product teams get laid off despite “doing everything right,” he discovered a harsh truth: most PMs are optimizing for the wrong things.In this conversation, you'll learn:1. The one question that predicts if your team will survive the next layoffs (and why most teams can't answer it)2. Why following product “best practices” perfectly can actually accelerate your path to unemployment3. The “low-impact PM death spiral”—how teams accidentally make themselves irrelevant4. How to push back on executives without saying “no” (the options, plus a recommendation framework)5. The counterintuitive reason why the happiest PMs are also the most commercially minded6. The Liz Phair review that made Matt an internet villain for 22 years—and what it taught him about product management—Brought to you by:Enterpret—Transform customer feedback into product growth: https://enterpret.com/lennyPragmatic Institute—Industry‑recognized product, marketing, and AI training & certifications: https://pragmaticinstitute.com/lennyClaude.ai—The AI for problem solvers and enterprise: http://claude.ai/—Transcript: https://www.lennysnewsletter.com/p/the-one-question-that-saves-product-careers-matt-lemay—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/168109376/my-biggest-takeaways-from-this-conversation—Where to find Matt LeMay:• Instagram: https://www.instagram.com/mttlmy• LinkedIn: https://www.linkedin.com/in/mattlemay/• Website: https://mattlemay.com/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt LeMay(04:23) Matt's background and transition to product management(06:47) The goal of Matt's new book(12:00) How to stress test your thinking as a PM(15:32) Thinking like the CEO(17:33) The role of a product manager(23:36) The low-impact PM death spiral(27:47) Case study: Mailchimp's transition to a platform company(32:53) Radical acceptance(41:24) Embracing constraints in product management(44:23) Steps to become an impact-first product team(49:38) Setting effective goals(01:02:15) Prioritization and impact estimation(01:07:58) Navigating stakeholder management(01:12:35) Summarizing the 3 steps(01:16:36) Lightning round and final thoughts—Referenced:• Pitchfork: https://pitchfork.com/• Daniel Ek's memo: https://newsroom.spotify.com/2023-12-04/an-update-on-december-2023-organizational-changes/• How to create a winning product strategy | Melissa Perri: https://www.lennysnewsletter.com/p/how-to-create-a-winning-product-strategy• Everything you've ever wanted to know about SAFe and the product owner role | Melissa Perri (author, founder of Product Institute): https://www.lennysnewsletter.com/p/product-owners-melissa-perri• Mailchimp: https://mailchimp.com/• Intuit: https://www.intuit.com/• Natalia Williams on LinkedIn: https://www.linkedin.com/in/nataliatwilliams/• The ultimate guide to OKRs | Christina Wodtke (Stanford): https://www.lennysnewsletter.com/p/the-ultimate-guide-to-okrs-christina• Miro: https://miro.com/• Prioritizing: https://www.lennysnewsletter.com/p/prioritizing• Temptation Island on Netflix: https://www.netflix.com/title/81744518• Mark L. Walberg's website: https://markwalbergtv.com/about• Antiques Roadshow on PBS: https://www.pbs.org/wgbh/roadshow/• Milkman amp: https://milkmansound.com/collections/amplifiers/products/the-amp• Matt's review of Liz Phair's self-titled album: https://pitchfork.com/reviews/albums/6255-liz-phair/• Pitchfork Critic Apologizes for Bashing Liz Phair Album; Singer Graciously Accepts: https://variety.com/2019/music/news/pitchfork-critic-apologizes-liz-phair-album-review-zero-score-1203326897/• RedMonk: https://redmonk.com/—Recommended books:• Product Management in Practice: A Practical, Tactical Guide for Your First Day and Every Day After: https://www.amazon.com/Product-Management-Practice-Practical-Tactical/dp/1098119738/r• Impact-First Product Teams: Define Success. Do Work That Matters. Be Indispensable.: https://www.amazon.com/Impact-first-Product-Teams-Success-Indispensable/dp/B0DVH4R3QJ• Escaping the Build Trap: How Effective Product Management Creates Real Value: https://www.amazon.com/Escaping-Build-Trap-Effective-Management/dp/B08B46C8R1/• Radical Focus: Achieving Your Most Important Goals with Objectives and Key Results: https://www.amazon.com/Radical-Focus-Achieving-Important-Objectives/dp/0996006028• The Wisdom of Insecurity: A Message for an Age of Anxiety: https://www.amazon.com/Wisdom-Insecurity-Message-Age-Anxiety/dp/0307741206/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über einen Kursstolperer bei Hypoport, die Rallye Cannabis-Aktien und Mega-Verluste bei Softwaretiteln. Außerdem geht es um Hensoldt, Renk Group, Rheinmetall, Heidelberg Materials, Monday.com, Vertex, Twilio, ZoomInfo, OKTA, Mongo DB, Intuit, Workday, Snowflake, C3 AI, BigBear AI, Archer Aviation, AMC Enertainment, OpenDoor, Kohl's, Intuitive Machines, Tesla, Reddit, BitMine, Tilray Brands, Ørsted, BP, Shell, iShares Global Clean Energy Transition ETF (WKN: A0MW0M), PlugPower, Jinko Solar, SMA Solar, RWE, Enel, iShares iBonds Dec 2026 Term EUR Corporate ETF (WKN: A3EHAJ), Xtrackers II Target Maturity ETF EUR Corporate Bond (WKN: DBX0U6), Invesco Bullet-Shares 2027 EUR Corporate Bond ETF (WKN: A400MB) und iShares iBonds Dec 2028 Term ETF (WKN: A3EHAK). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Today on The Practical Wealth Show, I'm joined by a true master of sales and profit growth — Doug C. Brown. Doug is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert who's helped companies like Intuit, CBS, Procter & Gamble, and Enterprise Rent-A-Car explode their revenues. He led the division for Tony Robbins and Chet Holmes that grew 864% in just six months — so when we say ‘high performance,' we mean it.   He now teaches companies and individuals how to scale their sales the right way — using the same strategies used by top 1% performers — and helps organizations build elite, commission-only sales teams that win. He's also a proud dad, former Berklee musician, and someone who doesn't back down from competition — whether on the ice or in the boardroom.   Highlights Doug's early introduction to sales. Importance of leveraging in business. Concept of nonlinear sales growth. The significance of understanding metrics. Reducing refund rates by changing the narrative. Leveraging sales skills to build music industry connections. How selling can profoundly impact lives. The importance of continuous learning in sales. Traits of top 1% sales performers. Advice for real estate and business professionals. Sales as a means to financial freedom.   Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com  Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink  Connect with Doug C. Brown blessing@ceosalesstrategies.com  Doug C's Profile - linkedin.com/in/dougbrown123  Website - businesssuccessfactors.com  (Company) Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with RSS  

In this financially empowering episode of The Entrepreneurial You, host Heneka Watkis-Porter sits down with Mike Milan—affectionately known as “Cash Flow Mike.” As a seasoned entrepreneur with experience building 14 businesses, Mike shares practical insights on how business owners can uncover hidden cash and take control of their financial destiny through his proven “Clear Path to Cash System.” With relatable stories and a down-to-earth approach, Mike demystifies financial strategy and brings clarity to business cash flow. What You'll Learn in This Episode: • Why understanding your cash flow is more powerful than chasing profit • How to find hidden cash in your business through smarter inventory • The “Clear Path to Cash” system that simplifies financial strategy • How to reframe financial advice for better client engagement • Real-world sales techniques for authentic client conversations • Why culture and mindset play a role in financial decisions • Free tools and resources to get your cash flow on track • Details on upcoming leadership events for deeper business growth COMMUNITY CONNECTION: It is time for a quick pause to connect! Leadercast Kingston returns this October, featuring world-class speakers and impactful networking opportunities right here in Jamaica. Then in November, the LeadHerShip Cruise sets sail for the Bahamas. Picture engaging cash flow workshops at sea, riding the surf simulator, and taking well-deserved breaks at the onboard cupcake shop — all while surrounded by a community of growth-minded leaders. To join or learn more, email heneka@henekawatkisporter.com or message on WhatsApp at 876-849-2571. And here is a question for the community: What has been your biggest cash flow win or the most important lesson you have learned? The team would love to hear from you! CONTACT MIKE MILAN: Instagram: https://www.instagram.com/thecashflowmike/ Website: www.cashflowmike.com GIVE AWAY: Yes, trial membership for the Clear Path to Cash - UAC25FEE TRENDING NOW: Here's a stat for you: According to Intuit, 60% of small businesses that fail cite cash flow as the #1 reason. But companies that track their cash weekly are 2.5x more likely to survive downturns. Mike's approach is the difference-maker. If you enjoyed this episode of The Entrepreneurial You, subscribe on Spotify and Apple Podcasts, leave a rating, and share it with your friends. Visit henekawatkisporter.com to download a free eBook on how to conduct podcast interviews like a pro! RELATED EPISODES YOU MIGHT ENJOY: Discover more episodes that offer valuable insights, inspiration, and practical tips to help you on your entrepreneurial journey. • Stormi Bank's Journey from Mobile Salon to Mentorship and Funding Success • Resilience, Reinvention, and Revolutionary Wealth-Building with Damion Lupo AFFIRM WITH ME: I am confident, clear, and in control of my business finances. LISTEN & SUBSCRIBE: Spotify: https://bit.ly/TEYSpotify Apple Podcasts: http://apple.co/2nDEbsZ POWERED BY OUR SPONSORS: Thanks to our sponsors henekawatkisporter.com & the Jamaica Stock Exchange Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Solve the Real Problem Killing Your Profit with Doug C. Brown   Why Sales ≠ Profit—And the Blind Spots That Bleed Cash   The Profit Gap: Why More Sales Might Be Making You Broke You're pushing for more revenue. Your team is grinding. But your bank balance isn't growing. In fact, you're more stressed, your margins are tighter, and your team is overwhelmed.   Why? Because most businesses chase symptoms—like “bad sales teams” or “slow growth”—instead of finding and fixing the true root cause.   Doug C. Brown, a $900M revenue growth expert, exposes the hidden math, decision blind spots, and operational leaks that silently kill profit… even in high-revenue companies.   If you're running faster but falling further behind, this episode is your wake-up call.   In This Episode You'll Learn: Why your biggest profit leaks never show up on your P&L. How a simple math-based model predicts revenue and risk. The deadly myth of “more sales = more profit” (and what to do instead). Why follow-up failures cost you more than bad leads. How to stop being held hostage by top salespeople.   Key Takeaways (Costly Mistakes & Blind Spots): You're solving symptoms, not root causes.. Most owners blame sales teams, not systems. Doug shows how tracking lagging indicators masks the real issues. Revenue can bankrupt you. One client scaled from $5.7M to $8.2M in three weeks—and imploded because ops couldn't handle the growth. You're losing 6–7 figures in slow follow-up. Many companies take 28+ days to follow up on leads. Doug's framework closes this loop—and closes more deals. Poor cash flow ≠ pricing problem—it's a terms problem. A utility pole company nearly collapsed waiting 180 days for payments. Doug explains how to fix your pay-cycle math. You don't need more clients—you need better ones. 90% of profit often comes from 10% of clients. But you're spending your energy on the wrong 90%. Doug teaches how to flip that math.   About Doug C. Brown: Doug C. Brown is CEO of CEO Sales Strategies and a globally recognized sales revenue and profit growth expert. He's built 35+ businesses and driven over $900 million in sales—helping companies like Intuit, Procter & Gamble, and Tony Robbins' organizations scale smarter.   Former President of Sales for Tony Robbins & Chet Holmes, Doug is known for his math-based, cause-first approach to revenue growth. His latest venture, Vibitno, is revolutionizing follow-up automation to fix one of the biggest leaks in sales: speed to response.   Links: Website (CEO Sales Strategies): https://ceosalesstrategies.com/ Vibitno: https://vibitno.com/ Facebook: https://www.facebook.com/Dougcbrown123/ LinkedIn: https://www.linkedin.com/in/dougbrown123/ Instagram: https://www.instagram.com/dougcbrown_/ Follow-Up Masterclass: http://ceosalesstrategies.com/stoptheleak   Ready to Stop the Bleed? If you're tired of “working harder” and want to make more by fixing less, it's time to stop solving symptoms and start fixing root causes. Listen to this episode and ask: Where are you bleeding cash—without even knowing it?   Listen now. Then look at your scoreboard. Small shifts = big profit.   #ProfitFirst #BusinessGrowth #CashFlowFix #SmartScaling #RevenueLeaks #ProfitClarity #OwnerPay #StrategicFinance #MathOverMyth #FixTheCauseNotTheSymptom   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

On this episode we get to meet Andra Wochesen, a teacher and then a coach. Andra received her college degree in kinesiology education. What is kinesiology, you may ask? Physical education. Andra will tell us more and how she progressed from years of teaching to coaching to help “entrepreneurs and leaders to be in their power and conviction so they land on bigger stages, command higher fees and create meaningful impact”. Andra focuses today on helping people understand themselves and their lives. She uses tools such as examining Akashic Records. We get to learn in detail what Andra does and how she accomplishes helping people gain insights into their existence and how to move forward.   I hope you find Andra's time with us informative and instructive.     About the Guest:   Andra supports entrepreneurs and leaders to be in their power and conviction, so they land on bigger stages, command higher fees and create meaningful impact. Purpose, Power & Presence.   Along with a 25 -year background in kinesiology and education, Andra is multi-certified as a coach, with enhanced training in energetic and embodiment techniques, including Law of Attraction, Reiki, Akashic Records, Tapping and Quantum Flow.   This unique combination of skills coupled with her intuitive and innate understanding of the body and energy and ability to uncover dormant soul gifts, allows her to support her clients in a deeply integrated way, creating lasting change and expedited results.   She has recently received a breast cancer diagnosis and is truly being asked to walk her talk as she faces the unexpected and a lot of unknowns. Part of her mission and purpose is to share her journey to support others, and though this is health related, how to apply this to any path people are currently walking. Ways to connect with Andra:   Website: https://www.andrawochesen.com/ LinkedIn: https://www.linkedin.com/in/andra-wochesen-purposepowerpresence/ Instagram: https://www.instagram.com/andra_energycoach/# You-Tube: https://www.youtube.com/@andrawochesen To your listeners, here is a link for my Personal Power Activation Series https://andrawochesen.simplero.com/personalpoweractivation     About the Host:   Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog.   Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards.   https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/   accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/ https://www.facebook.com/accessibe/       Thanks for listening!   Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below!   Subscribe to the podcast   If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset .   Leave us an Apple Podcasts review   Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.       Transcription Notes:   Michael Hingson ** 00:00 Access Cast and accessiBe Initiative presents Unstoppable Mindset. The podcast where inclusion, diversity and the unexpected meet. Hi, I'm Michael Hingson, Chief Vision Officer for accessiBe and the author of the number one New York Times bestselling book, Thunder dog, the story of a blind man, his guide dog and the triumph of trust. Thanks for joining me on my podcast as we explore our own blinding fears of inclusion unacceptance and our resistance to change. We will discover the idea that no matter the situation, or the people we encounter, our own fears, and prejudices often are our strongest barriers to moving forward. The unstoppable mindset podcast is sponsored by accessiBe, that's a c c e s s i capital B e. Visit www.accessibe.com to learn how you can make your website accessible for persons with disabilities. And to help make the internet fully inclusive by the year 2025. Glad you dropped by we're happy to meet you and to have you here with us.   Michael Hingson ** 01:28 We really appreciate you taking the time to listen to us or watch us and our guest Andra Wochesen who is going to talk to us about a variety of things, and one of the things that I will tell you is she has a degree in kinesiology, and she'll have to define that. I'm not going to, although I now know what it means and I know how to pronounce it, mostly because she told me. But I really am excited to have her be on the podcast today, because one of the things that I really enjoyed about and it's not necessarily the most enjoyable subject, but because of the things that she has done now in her life, she is facing personal tests to prove that what she teaches and coaches is real, because she's having to go through some of it, and I know that she will talk about that a little bit later. We'll get to it. But Andra, I want to thank you for being on a stoppable mindset.   Andra Wochesen ** 02:21 Thank you so much, Michael. I'm so happy to be here, and so love what you're about and how you show up in the world, and I'm so happy to be connected with like minded people making an impact, and happy to be connected to your audience. And I hope something I share today will be of service.   Michael Hingson ** 02:38 Well, I hope so, and I think that, we usually find that it is and we're we're really glad you're here to share it, which is as good as it gets. So I'd like to start by maybe learning about the early Andra growing up and so on. Why don't you tell us about some of that and kind of how that led you to maybe some of the things that you're doing now? Sure, sure.   Andra Wochesen ** 02:58 Yeah. I mean, yes, I'm the end places that I'm a coach, and I work with embodiment and energy. And I think the first years of my life were me being a very active child, being very adventurous, loving to have new experiences, very much being athletic. I was a competitive gymnast in my younger years. And yeah, I think I really enjoyed being in my body and using my body as a vehicle to sort of express myself. So, definitely active, definitely adventurous, definitely independent. And yeah, really enjoyed the experience of, yeah, going new places, seeing new people, and doing some things that challenge my body in big ways.   Michael Hingson ** 03:46 So what made you deviate from going into competitive gymnastics?   Andra Wochesen ** 03:51 Oh, I wasn't good enough. Oh, okay, yeah, I was good enough for where I was, but yeah, it was enough. I think, yeah, I think I stopped that around 11 or 12. Actually, it's quite a it's quite a vigorous sport. And yeah, I was quite aware of my capacity and my desire, actually, to, it takes a lot to get to that, to the caliber of like, Olympic athlete or something, right? So that wasn't, I wasn't good enough, and I didn't have, didn't desire to go down that path   Michael Hingson ** 04:21 well. And that's, of course, a significant part of it is there's a lot that you have to desire to do to really go down that path in whatever sport or whatever you want to compete in and be about. So I understand,   Andra Wochesen ** 04:35 yeah, yeah, yeah, that commitment and choice and yeah, I think, as you speak, about unstoppable, right? There is an element that requires so much conviction on our end to be able to really commit and follow through with whatever it is that we are wanting to follow through and commit with.   Michael Hingson ** 04:55 Well, so you say, around 11 or 12, you decided. That you weren't going to continue down that. What did you   Andra Wochesen ** 05:04 do? Oh, I mean, I continued to still be athletic and still played. I still did gymnastics. I was, you know, still quite good at it, so I did that through high school, but played a variety of other team sports. And I think, yeah, maybe define myself less on the athleticism, but still included it, and sort of brought in more of some other interests. I think that I had maybe more around, yeah, just travel friends. I mean, that's what you do in high school and university.   Michael Hingson ** 05:34 So where did you go to university? I   Andra Wochesen ** 05:39 went. I'm in Canada. So I went to McMaster, yeah, which is in Hamilton. It's a great school. Now, where is that? That's in Hamilton, which is I live in Toronto now. So Hamilton is about 45 minutes away. Hamilton is between, let's say, Toronto, Niagara Falls, the main cities, you would know. So, yeah, I went to McMaster for four years for my phys ed kinese degree, and then I went to Queen's University for my teaching degree. So that's sort of my educational background.   Michael Hingson ** 06:07 So you you got a teaching degree, did you want to go off and be a teacher? Or what did you want to do exactly? Or did you know   Andra Wochesen ** 06:15 I was a teacher? I did very strategically choose in my growing up, I think being athletic, I also coached teams. I also was a camp counselor, so I was very much involved in guiding other people. So I think especially in athletic pursuits, and even I mentioned this, even I did volunteer at the Canadian National Institute for the Blind and was a runner for someone there, helped them run track. So I think going into teaching, and especially phys ed teaching, made perfect sense. So I did. I did do that for 10 years, and then moved on to some other things.   Michael Hingson ** 06:56 So how long ago was it that you were a runner at CNIB, that   Andra Wochesen ** 07:01 was a long time ago. That was like, 30 years ago. Yeah, yes, that was like, sort of in my, I don't know, maybe early 20s, something like that. Okay, tell,   Michael Hingson ** 07:11 tell us a little bit more about how that. I'm just curious how that process worked. So you, you worked at the you volunteered at the Canadian National Institute for the Blind, and you and so people wanted to run. And how did, how did you make that work?   Andra Wochesen ** 07:26 So I was a guide runner. So I think I did a very, very I work with different people. There various people. And I think one, one of the young men really wanted to run track, and they had a big event at, I believe, was Variety Village, I believe. And so it was he wanted to do, I think it was 400 meters again, excuse me, it's been a long time. So it was a run. And so, yeah, to be able, I was a guide runner, so I ran, held his hands, but he obviously did the work and ran. But I was there as a as a runner to support that.   Michael Hingson ** 08:00 But you had to be able to run fast enough to keep up with whatever speed he was in produce, yeah, for   Andra Wochesen ** 08:05 sure, absolutely, yeah, yeah,   Michael Hingson ** 08:09 yeah. I know people in the United States who are blind runners and do work with with people to guide. And of course, that's the whole point. But obviously, the the guides have to be in good enough physical shape also to make sure that they're able to let the person run at their own pace and hopefully set world records. I don't know who has but you know, nevertheless,   Andra Wochesen ** 08:35 yes, to let them have their full self expression right of what they were wanting to do, and your eye was just there on the side to make sure that he was able to run as fast as and get where he wanted to go and achieve the results he wanted to achieve.   Michael Hingson ** 08:52 Could when you were when you were acting as a guide. How did that work? That is to say, I'm assuming that the person couldn't necessarily run totally on their own. How did, how did you keep people running straight or where they needed to go again?   Andra Wochesen ** 09:09 It's a long time. I believe it was just hands right, and my hands in front, so that, or maybe at the side right, just so that there was a hand. There was a tactile component. It wasn't voice. It was definitely cut, so it was just more like guiding, to make sure that he was able to stay no well, he knew when to start, but to stay within the lines to be able to follow the track, and then obviously, to be able to cross the finish line.   Michael Hingson ** 09:35 Yeah, because they, they didn't have ropes or anything between lanes that he could follow. So he needed a person, or she, depending on who you guided, they needed your assistance. Because the bottom line is that the the tracks don't have ropes or anything like that to divide the various lanes. Yeah,   Andra Wochesen ** 09:54 yes, yeah. So it was, there may be different things. Now, you know, I'm not sure, but I'm   Michael Hingson ** 09:59 aware that there are. But I'm not a runner, so   Andra Wochesen ** 10:01 yeah, yeah. So it's a very Yeah. It's a very Yeah. I've been involved in that sort of stuff, whether it's been volunteer or paid in my whole life, basically helping other people to sort of reach their goals and to fully self Express. And so I think that's, you know, definitely been a piece of what's led me to the work that I do today. Mm, hmm.   Michael Hingson ** 10:27 So, so you taught, where did you teach? For 10 years,   Andra Wochesen ** 10:32 I taught mainly. I taught in middle schools. I was, yeah, thanks. So I taught grade seven and eight. Mostly grade seven, little bit of grade six. I last year I taught grade four. I taught phys ed. The whole time I was like the the head of phys ed, so I coached all the teams and organized the track meets and did things like that. But I also had an under second teachable of French. So I actually taught French as well as math and English. You know, those weren't my favorite, but I Oh, yeah, I did love teaching, yeah, phys ed and health health, actually, I loved because that's very much like, it's kind of like coaching, right? It's actually helping, yeah, I love those, those classes as well, with that age group.   Michael Hingson ** 11:16 Now, my wife, my late wife, was a teacher for 10 years, and she always said that the students she liked best were third graders, because they were old enough that they could make some decisions, but they were also young enough that they were able to be influenced, and they hadn't got so set in their ways that they were problem students like even from fourth grade on, did you have a favorite grade?   Andra Wochesen ** 11:43 Yeah, not grade seven. That's why I'm not doing it.   Michael Hingson ** 11:46 So I would agree with you,   Andra Wochesen ** 11:49 yeah, so that was the bulk of my teaching career was grade seven. So they're not easy, and they don't necessarily want to be there. So yeah, it didn't feel like the most aligned path. I was actually certified to teach high school, but it was very hard to get into high school teaching here. And I think if I would have, I probably would still be doing that, because it's a little bit more pure in the phys ed component. So yeah,   Michael Hingson ** 12:15 well, the you know, I wanted to be a teacher, and ended up going in different directions anyway, but still, I think that I do get to teach. And I think even this podcast offers teaching moments which is, which is pretty good, but I appreciate what you and Karen, my wife, say about all of that, because it is a it is a big challenge. Do you think that one of her comments and was that parents aren't really becoming as involved as they should be, and so they they kind of treat teachers like babysitters, and then the kids go home and they do whatever they're going to do, but they don't really as actively provide a lot of the guidance that they should. Did you find that up in Canada as well?   Andra Wochesen ** 13:05 I would say again, it's been 20 years now. Say that for the most part, it just really depends. Like, a lot of parents were very engaged and very and then I think, yeah, there were kids that were challenging at school because they didn't have a lot of structure or support at home. So it's a, it's a, it's a, really a. It's a privilege to be a teacher, to be taking, not necessarily taking care of people's children, but you are, on some level, being an influence for them. And so yeah, I would say for the most part, there was a lot of parental support, but I know that's not always the case, and I do think, yeah, there's some kids who had not very much parental support and required more at school.   Michael Hingson ** 13:52 Karen had challenges with a lot of kids until she realized something, and I don't even remember what caused it to happen, but she taught at a school where, as she put it, there were a lot of latch key kids. That is, they they were really responsible for themselves. The parents worked and so on. They went. The kids went home at the end of the day, and they were on their own. And when she realized that kids weren't going home necessarily to total parental supervision and so on, and that they in fact, the children were learning how to be responsible to a large degree on their own. That kind of changed her view and the way she interacted with kids, and apparently became a whole lot more effective and a whole lot more of a teacher who could exert a positive influence on the kids.   Andra Wochesen ** 14:46 That's great. I mean, I think ultimately, we're all sovereign beings, even if we're children. And I think, yeah, whatever situations we are, sort of handed Yeah, I think there's a lot of. Um growth in that, and I think being able to support that is what we're what we're here to do, whether we're a formal teacher or a guide or a podcast host, right? We're all here to sort of meet people where they're at and also in their greatness and also in their challenges, and then also in their capacity.   Michael Hingson ** 15:20 People are where they are, and we don't really have the right, much less all of the gifts to necessarily force people to change how they behave and so on. And I think the best that we can do is to try to set positive examples and and either people will see that, or kids will see that, or they won't.   Andra Wochesen ** 15:43 Yeah, one of the biggest things, and you know, it's part of the work I do now around seeing people's gifts. That's part of the akashics work that I do. But I know, even as a teacher, one of the greatest strengths that supported me was that I chose to focus on the strengths in the children and really reflect that to them, and have them see that within themselves. And everybody has different approaches. Some people would be focused on, like, you need to improve here. This needs to happen. And of course, I think we all have areas of growth and improvement, but I believe, and I've seen, I've literally been in this field for 30 years, whether it's teaching, you know, young people or adults, we I have found that most people thrive when they're recognized in their greatness and their gifts, not in their areas of weakness. How do you do that? How do I do that? So, I mean, I think I did it innately. When I was a teacher, I just intuited that that was the it's easy. We can all see people's gifts, and we can all choose to focus on those gifts. We can do that in our personal relationships. We can choose. We always get choice in terms of what we focus on. So I believe that there's we all have that innate ability, whether we exercise it or not, is is up to us. And then I have, you know, certified in some different modalities that help me help people uncover what some of those gifts are. I originally did something called the Passion Test, where I help people really distill what their true passions were. And so that's a really, really helpful tool. And then I also do Akashic Records, which is like a an energetic database, which we can talk about further if you want or not. Doesn't matter, but it's, it's a I'm able to access people's records for them and really discern what their top level gifts are, and then share that with them. And so when I'm sharing it with them, it's not usually like they have no idea they most people know what their innate gifts are, but when it's reflected in a certain way from a soul level perspective, it's a very validating experience, and it helps to reignite those gifts in people, so that they are then very self aware of what those gifts are and how they can use them to both impact their themselves and their career and their family, right? There's there's lots of ways to apply our gifts if we really tune in to what they are,   Michael Hingson ** 18:18 whether it's children or adults, there's always a lot to be said for the whole concept of validation. If you are really validating someone, especially when you're dealing with their gifts and you're validating them, you're praising them, you're encouraging them for what they are and what they do, that has to count for a lot. I would think.   Andra Wochesen ** 18:38 I think so. I think you're speaking to a deeper level than the ego or the mind. You're actually speaking to the depth of some who someone is, and they feel that. And there's a, there's a, I'm going to say, like an embodied response to that. There's a deep feeling.   Michael Hingson ** 18:56 Well, so you taught for 10 years, and then what, what made you decide to deviate from just being a professional teacher in the classroom, as it were, or or going around the field, running,   Andra Wochesen ** 19:08 yes, chair, yeah, I felt like actually had a bit of a rough I'm not, I don't need to get into that. But it was, I had a tough year about year seven or eight, and it just kind of flipped the dial for me in terms of, I'm not sure this is what I want to do with the rest of my life. So I did stick it out for a couple more years. It's a lot of education and a lot of experience that I was working with, and so I did try some different things, taught different grades, but ultimately I realized that it wasn't, it was a little soul sucking for me, and in some ways, and I knew that there was more or a better way for me to actually use the gifts that I have. And so I just, I chose to to leave, which is not that common. I know it's a little different. Different in the US in terms of teaching and salaries and things like that. In Canada, I would say it's a very, it's a very good profession to be in. It's a very, it's a good salary. It's so it wasn't easy to leave it, but my higher knowing knew that it was the right thing for me to do.   Michael Hingson ** 20:20 So what did you then go do?   Andra Wochesen ** 20:23 So then I went, I became a Pilates instructor, and so that is movement education. And so I got to use my phys ed background and my kinesiology background to work with bodies. And I also trained the new teachers. Because, yeah, I had an expertise in teaching, and so I was a trainer of teachers. So yeah, I was involved in certifying new teachers. So yeah, did that, and then I worked one on one with clients, which was a really nice change for me, coming from a classroom of 30 people, being able to work with people in a one on one capacity and just have that so that felt very Yeah, it felt very aligned for me to be able to have a one on one connection and to be able to serve people really deeply, and yeah, I didn't have to mark tests and all that kind of stuff, right?   Michael Hingson ** 21:19 There's something to be said for that, yes, for sure, and you didn't have to make out report cards at the end of the year. Yes, yes, yeah. There's a   Andra Wochesen ** 21:27 lot of work that goes in there. You know, people talk a lot about summers off, but there's a lot of stuff that happens that is quite, quite labor intensive in teaching.   Michael Hingson ** 21:37 My niece is a kindergarten teacher. Actually, this year she's teaching pre kindergarten, but she would definitely agree with you, and talks about all the things that they have to do during the summer and all the preparation and and more important nowadays, at least down here, the amount of money that she has to spend out of her own salary just to buy supplies that the school district, for whatever reason, doesn't have funding to provide, and the teachers spend a fair amount of money keeping their students engaged with the things that they have to buy, that they know that the students need, but that the district doesn't provide.   Andra Wochesen ** 22:17 Yeah, I mean, I think that just, I can't speak obviously, to your country and how you do things, or what, what the what's involved. But I think it speaks to the desire that I'm going to say, all people have to support others. But I think teachers specifically, not even specifically, but teachers do have a big passion for helping people. And so I think that just speaks to the level that they're willing to go to in order to really support the next generation. So I think there is such a there's such a gift in and I hope that more and more people will appreciate teachers, because I think it's they are very vital, I think in shaping lots of things so well.   Michael Hingson ** 23:04 I think to at least a degree, most people like to teach that is to say they, if somebody asks them a question, Will will take the time oftentimes, to answer. They'll explain why they do what they do, or they'll explain whatever the question is about. I know, when I was in professional sales and managing a sales force, one of the things that I told every person that I hired was, for the next year, at least, you're a student, don't hesitate to ask questions, because the people who are your customers and your clients, if you're asking good, intelligent questions of them, they will want to answer you and engage you, and that can only help you. And what it what you do further down the line with them as well.   Andra Wochesen ** 23:52 Yeah, I think, I believe that we're all here to light the path for those behind us in whatever way we choose to do that.   Michael Hingson ** 24:01 Yeah. Yeah. And it is a, it is an art to do it well. And not everybody is a great teacher, but I think a lot of people do like to import, impart knowledge, at least to some degree, which is great, sure. Yeah. So you are Pilates instructor for a while, and then what did you do? Well?   Andra Wochesen ** 24:19 Then I Yeah, again, my soul always wants to expand, and I think that I felt like it was good, but it wasn't the full use of my gifts. And so that's when I sort of went down the coaching path. I realized I liked the one on one connection. I realized I'm very intuitive in general, but very intuitive with the body. So when I was working with my Pilates clients, I was able to almost tune into sort of, I'm going to say, even emotional blocks. Or I could tune into why their bodies weren't functioning the way they wanted to function. And so it just naturally evolved into desiring to bring a coaching element into the work that I did. And so for a number of years, I did both. Growth, and then after about 15 years of being at the teaching Pilates, I decided to just transition full time to coaching. So that's what I've been doing for the last, I don't know, five or six years full time   Michael Hingson ** 25:13 well, so tell us more about that. What you do, and I know you've talked and referred to a few times the Akashic records and so on. So don't hesitate to talk about some of that as well.   Andra Wochesen ** 25:26 Yeah, I think really what I do is help people connect to their innate power and their innate presence, so that they and their deepest gifts. So those are probably the deepest things. Purpose, power, presence is sort of how I label it, and within that, it's their sole gifts, what they're here to do, what their purpose is, what they want to really contribute on the planet. That's really who I'm helping so often it's entrepreneurs, sometimes it's leaders, sometimes it's high profile people in their industry, and so really I'm helping them connect to the depth of who they are really so that they can express that in the work that they do. So for some people, yeah, it's a it's about creating a bigger presence, a bigger platform, creating more impact, getting in front of more audiences, being able to command higher fees. All of this comes from a deep connection to your own knowing of who you are and what you how you're designed to serve. And so I really that's the it's the crux of what I do is you can hopefully see the thread throughout my whole life is really around helping people connect to who they really are at their core, how, what their innate gifts are, how they want to share those gifts, and how they can use those gifts to not only create a better, more aligned or whatever, what's what I want to say, prosperous life Experience for themselves through I love working with people who want to do what they love, right? That's really people who are trailblazers, people who want to create a new path, people who want to create meaning, want to create impact. And that's it's a I love it, and it's not an easy path. And so I really help people break through anything, holding them back from really going for it, because so many people that I work with, we are blazing new paths. Right? You do have to sell yourself. You do have to make your own opportunities. You do have to create your own platform. You have to do that in your podcast, right? There's everybody is we are here to do, I think this is what we are all here to do, is to really share our gifts in the biggest way possible. And yeah, sometimes people need help to be able to show that fully and to be able to shine as brightly as they're designed to to shine so that they can, yeah, receive Yeah, bigger opportunities, bigger platforms, more ability to continue on the path that they're on.   Michael Hingson ** 28:03 Do you find that there are a number of people who don't really know where they want to go or what they want to do? They're they're kind of being a little bit more aimless than they really need to be.   Andra Wochesen ** 28:17 It's interesting. I'm sure there are. When I first started, I was more of a life purpose coach, so I did, did sort of interact with people who are kind of lost and maybe a bit directionless. And so I think absolutely there, I don't even like that word that sounds very judgmental, right, just unsure of what they want to do. And so I think absolutely there are lots of people, and what I believe, and what I see now is that people wouldn't, who come to me wouldn't say that they're lost, but they something's not quite working, or they are ready for a next iteration. I believe we're always expanding and evolving, and so is our purpose and our direction, right? And so and sometimes we're going down a path and it works out really well, and we expand it. And sometimes we're going down a path and it doesn't work out so well, or we get a roadblock, as you know, I have one right now that kind of comes into our experience, and it causes us to course correct. So I feel like there's a lot of course correction next iteration. And to me, I use the words always elevation and expansion, because I think we are designed to continually evolve and expand. And so I think it's yeah, there's, there's all levels of people on the spectrum in terms of, like, knowing what I'm going to do with my life, or how I want to share in the world   Michael Hingson ** 29:30 well. And there's nothing wrong with the whole concept of life is all about expanding and exploring.   Andra Wochesen ** 29:39 Absolutely, yeah, absolutely. So   Michael Hingson ** 29:42 there's, there's nothing wrong with that, and also developing an ongoing strong desire to learn. The people that I find the most challenging to deal with are the ones who decide they know it all and they don't have any. Thing to learn, because they probably have the most to learn.   Andra Wochesen ** 30:03 Of course, of course, yeah, there's such a gift in the openness to Yeah. I'm using the word evolve, but learn, expand, grow, all of it's the same, right? It's like, there's, there's, yeah. It's, for me, it's one of my biggest values. And I think, I think there are a lot of people who prioritize growth, and then there are other people who don't. So it's choice, yeah,   Michael Hingson ** 30:31 oh, I hear you. I understand what you're saying. Tell me more about the whole concept of the Akashic records. Oh,   Andra Wochesen ** 30:37 sure, sure, yeah, of course. Yeah. So I told you we'd bring it up. Yeah. So the Akashic records are an energetic database of our soul level information, and so it's like we all have akashics, and it's, it's our soul level information we can all access, and you may even access this information yourself in a meditation, or you receive some guidance on something, but you may be actually in your Akashic records. And so our cash checks sort of have our lifetimes of like lessons of opportunities for growth. Our gifts are it's like it's literally a soul level database of information. And so you can access, we can each access our own, but I am certified to go into people's akashics with their permission, on their behalf, and sort of retrieve relevant information to support them on their life's journey. So that's really, yeah. How do you do that? Well, it's a, yeah, it's quite it's a step by step. I mean, it's a certification. So I'm really tuning in. So there's a whole series of I'm going to say, questions that I ask, and first I get someone's birth date, full name, full name, full current name, full name at birth, date of birth, place of birth, so that's really key, so that I am accessing the right soul. And then there are a series of questions that I ask to determine whether the soul wants me to access this information. And then, yeah, most of the time, I'm kind of going in with very specific questions around soul gifts. But sometimes people come to me with very specific questions, but usually it's some version of like, what's keeping me stuck or I want to get here, or how can I use my gifts in a better way? Or is this a i can even do Akashic records for businesses? So Right? Which is the most aligned business opportunity, which is the most best way to market? What I do? Right? We we have different gifts ourselves. So again, just for me, I am not designed to market, but I'm very good for people to experience me. So I I'm good when I'm on a video, or if I lead a workshop, or if I have a conversation with someone, so when people have an experience, or if they read a Client Testimonial, so that's for me, the way my soul is designed to market. Your soul might not be designed that way at all, right? And so it's really good to have we can get all of this information that actually helps us be more aligned, more successful, more prosperous, right? We can actually be like we have a blueprint. We actually have a soul blueprint that will help us do the best that we possibly can in this lifetime. Mm,   Michael Hingson ** 33:31 hmm. How did you learn to do that?   Andra Wochesen ** 33:35 I mean, it was a certification process. So it was a called Soul realignment. That's where I learned, and it was a numerous, numerous courses, numerous practice clients, like any, like, all of my coaching certification, right? There's, um, yeah, there's a lot of people call them, and it's all fine. Everybody can do a lot of people will call themselves a coach, but, and people can be good coaches, but there's actually coach training that people go through. And there's hundreds and hundreds of practice client hours where you actually are learning sort of in the field, just as I did as a teacher. So yeah, it's just another one of the I'm going to say pieces that I bring to my coaching. So I just sort of integrate this all into my sessions with clients.   Michael Hingson ** 34:21 Got it. So there are places where you actually take these courses, or how does that work? I   Andra Wochesen ** 34:27 have done all of my training online, okay, all of it online from all over the world, actually. Yeah, that's the beauty of the internet, right? It's, it's yeah. I've done, yeah, I've done all of my practice and some stuff in person, for sure, I've done some stuff in person, but I've done a lot of, even all of my coaching. Now, I do a few in person retreats, but most of it is virtual. Most of it is zoom coaching. And I didn't know if I would like it, but I do. It's you can actually form quite a nice connection with people via the internet, right?   Michael Hingson ** 34:59 Do you. You're able to to establish as good a connection, doing it through the internet as you would, and as you do, if you're actually conducting an in person event,   Andra Wochesen ** 35:11 you know, yes, I'd say in some ways more so, and then in some ways less so. So I think there are, there are in person, there's, there's something really beautiful in being in someone else's energy, me being in theirs, and they're being in mine, and very also hands. My hands are very, very hands on. So that can be very helpful to have that presence. But I also find online, there can be a spaciousness that actually allows people almost to open up more, because they actually have their own space. So I have, yeah, I've been doing both for years, and I enjoy both. I'm going to say that, and I don't not just about me enjoying it. The benefits for my clients are both in person and virtual, or I would say equal   Michael Hingson ** 36:04 when the pandemic began and we started doing so many things virtually, for me, personally, I never feared it, because we even in an in person environment. I'm not, I don't how do I say this in a positive way? I look at the person, I see the person, but the way I see the person is not physically, necessarily, with the eyes, in in any different way, virtually than I would if I'm doing this in person, and I find that I'm able to interact with people well through zoom. I think Zoom is the more most accessible of the various conferencing technologies is out there, but I think that if you work at it, you can establish a good relationship through zoom, and you can do the kinds of work that you need to do. Unfortunately, too many people talk about it in such a way that they fear it, or they just become tired of doing things in a way that's different than what they're used to, which is totally in person, and that's detracting them from maybe having as positive an experience as they could   Andra Wochesen ** 37:21 Yeah, I agree that's well said, and I think, I think it's always about presence. And so when, yeah, when we're connecting on the internet, it's not, it's a machine or it's, it's whatever it is, right? But it's you showing up fully, making eye contact with people, not being distracted, being fully present, which is what actually allows people to feel seen and feel heard, and I think that it also allows you to be accessing people and opportunities all over the world, right? And so I will even say, when I first started doing this, there was a lot of people, especially when I started doing working more with entrepreneurs, they're like, I'm busy. I don't really have time to, like, drive across the city and come to your office and meet with you. You know, can we do this? And so it actually is very time efficient, right? You don't have to travel you. You are able to fit lots of things into your day, right? So I think there's, there's real benefits to it. And I think again, it's ultimately how present people are a computer or in person.   Michael Hingson ** 38:37 It's, it's all about, in part, accepting a different way of doing things, perhaps than you're used to, and accepting that it may not be any less equal to do it in a different way than the way you would normally do something. That is to say, is it really worse? Is it really different to do it virtually? Or can it really be just as much an equivalent kind of thing? And I think that that is mostly a matter of what we're what we choose to accept. Now, for me, there are challenges with things like doing virtual presentations with Zoom, if people don't communicate in a way that I can fully understand, or if they're sharing screens and don't describe what's on the screen. But the reality is that's just as true if I'm sitting in an in person environment and people are displaying slides and doing other things where they don't describe it. So it comes down to the same thing you can accomplish if you do it right.   Andra Wochesen ** 39:47 Yeah, and I think it comes down like what we said before, what where your focus is? Are you focusing on the gifts of something or the negative areas? Just like we were talking about kids gifts. In school, right? So it's like, if you can see what are the benefits to this virtual experience, if your focus is there, every you know what we focus on expands and where we direct our our focus is what informs how we feel. And so I think if we are choosing to look for the benefits of whatever we are, whatever situation we're in, you'll find them right. And the more you focus on them, the more they'll expand right   Michael Hingson ** 40:28 well. So you referred a couple of times, and I did at the very beginning a little bit to, I think, as you put it, you've had some things that have challenged your path and that you've had to work through, especially as late. Want to talk about some of that.   Andra Wochesen ** 40:44 Yeah. I mean, I yeah, I had to wait until I was ready to share this piece. But I feel like part of my mission and purpose is to support, is to share my journey to support other people. And so I think there's my journey as an entrepreneur that supports people, and this is now a journey with breast cancer, and so it's a health journey that I didn't expect to be sharing with people, and I have had to, obviously decide when and how I want to share it. So, yeah, I was diagnosed in early February and so, and I have yet to have treatment. So I think the reason I thought it was important to even share this is for people even to be able to relate to anything that they receive. So I'm calling it like how to navigate a difficult diagnosis with grace. So I'm not even at the treatment stage. I'm in the unknown, and I've been in the unknown for three months now, and I have been in the known that I have cancer, so I've actually had to hold the fact that I have cancer in my body, but not have any treatment yet for three months. So there's there's something in that being able to hold the unknown and the unexpected and be able to walk my talk, right, which is to maintain my center and my groundedness within myself and not get pulled into a freak out place of like, why aren't they acting faster? Why is this taking so long? And this, is this going to be spreading because they're not doing anything? So I think there's a there's the piece around that that I think I wanted to offer and share, I think, and I think, um, yeah, it's it. What I really realized for myself is, um, I was like, Oh, I'm going to be the person who really navigates this was with grace, and I'm going to be inspirational in this. And then I really realized, and then there were days where I was like, Oh, I'm the opposite of inspirational right now. I am like, grumpy, I'm crying, I'm mad, and I'm like, and then I kind of realized that actually that is inspirational, and that is handling a difficult diagnosis. And so one of the things I do teach people is really to feel what is there and to actually tune into your body. And so I think this journey has actually, and it's just beginning, right? It's not, I'm not even meeting with a surgeon tomorrow for hopefully next steps, but I've had four biopsies, I've had a lot of things. I've had a lot of invasive procedures to determine what next steps are. And so, yeah, and so it's just finding this balance, I think, between continuing. So today, it's like, I have a client. This morning, I had another call, and then now I'm on a podcast, and then tomorrow I'm seeing the surgeon, right? So it's, it's being able to and then my husband's actually going for surgery the next day. So it's being able to navigate all of these things at once. And yeah, on some level, I want to just say, like allowing I'm really just allowing myself to be where I am, and some days I am great, and doing a podcast and coaching clients, because that fills me up. And then there are other days where I'm so angry and I'm so sad and there's some fear, and so it's and then so I feel like those two pieces, it's like allowing the hard pieces to be there, and then also having a knowing that there's a higher path and purpose for this. I don't know exactly. I already know I'm growing and expanding because of this, and I know there will be more. And then I think just the third piece I want to share is that my intuition has always been strong, but it's non negotiable now. And so I again, I'm just offering this for your listeners, right? Just tuning into how to tune into your own inner voice in terms of, what do I need right now? What treatment do I want to pursue? There's a lot of different pieces, and there are a lot of different voices that can be out there, but really the power of having this deep connection to yourself. Truth and trusting yourself to or God or spirit or source, however you want to see it, to help guide the process.   Michael Hingson ** 45:08 When you say your intuition is non negotiable, what do you mean by that?   Andra Wochesen ** 45:13 Listening to my intuitions for that would have been better way to say it. Listening to my intuition is non negotiable. So I will Intuit, if I'm able to work today, I will Intuit I've been intuiting that my body just wants citrus right now, and I'm just, I'm just giving it that, and I have actually learned that that's actually really helpful for cancer cells. So this is me intuiting this long before I heard this information. So it's tuning in and hearing this information and then acting on it. And so, yeah, I think it's it's just we all have intuition, and I think in times like this, we have to get still and get quiet and make sure that we're listening to the inner guidance that we are receiving.   Michael Hingson ** 46:01 So you say you got diagnosed in February, so it's been two months going on three. Why is it taking so long? Maybe it's not, but why is it taking so long to get treatment? Or is this typical?   Andra Wochesen ** 46:16 I don't like, I don't think there is typical. So that's one thing I would say. And I think this surgeon just wants to be very thorough. So for me personally, I mean, this is maybe too much information, but I have dense breasts, so it's very hard for him to see. He doesn't want to just go in. There is cancer there, but he needed to do other biopsies and do other testing, other MRIs to see if there was more so that he doesn't have to operate cut once or whatever they say, Right? He's like, he wants to go in and do take care of everything that needs to be taken care of, right? And so he's doing his due diligence. And so that just takes some time, right? Takes time to get in for appointments. It takes time to get results for appointments.   Michael Hingson ** 47:04 It's a it's a process. I know I can relate to, to what you're saying. I had over the past few years, and it was growing worse pain, especially in my left arm, and I finally talked to my doctor about it. I was going in to just have some standard blood draws and a couple of vaccinations in December. And I mentioned to the doctor this was going on. And I said, What do we do to try to figure this out? And he said, Well, put a couple other blood tests in just to see what, what might show up. And I find that my doctor is as a pretty bright guy, and so he didn't really go into much detail, other than we'll do blood tests and see, well, turns out that one of the blood tests that he ordered was for a heart enzyme called troponin that is produced by the heart when it's not behaving properly. And so on December 23 I learned that my troponin level was at 1100 92 when normally it should be between zero and 20. And I was taken off to an emergency room. We were actually still at the clinic getting vaccinations. When they had done the blood draws and they stat they just did them right away. They did the tests and got the results anyway. The problem was that when they when they did the tests and the blood tests, it took a day, even though they took me right to an emergency room and I sat there for a day, literally before they did an angiogram and a an echocardiogram to determine that there was a bad heart valve, and then nobody did anything with the information. And what so what they should have done was to have me sign forms to send them to my doctor, or given me copies of the CDs with the images to take to the doctor. And nobody talked about doing any of that, and nobody did any of that, and literally, it was like over a month before the doctor even got the information. And nobody seemed to be worried about it in the doctor's environment, which was at the clinic where I had all my other stuff done, or at the bigger hospital related to it. And it was just very strange, and then when they finally did get the information, even then there wasn't a lot of urgency. And for me, it wasn't a matter of being so much angry as puzzlement about why there wasn't a more of an emergency. You got a bad heart valve. It could stop anytime, right? Anyway, it. Took three months before they finally did do an operation and put in an artificial valve. So that was done in March of this year. So it was basically three months after the the initial diagnosis, and now everything is fine, but it is. I know that for me, what I chose to do was not panic. I chose not to be stressed. So during the time I was in the emergency room for that day, I found lots of ways to be entertained by listening to other people. And I had a couple things to listen to. I had recorded books and so on, but it was much more entertaining to listen to other people around me. And all the way up through the surgery, I chose not to be stressed, and it was a little bit tempting to not get too angry because they were taking so long. But still, my choice was not to be worried by all that, because that could only make matters worse. And when we did the surgery, I came right out of it, and started joking with the doctors right away, and they didn't believe that I was coming out of the anesthetic so fast, but I did and and we had a lot of fun with it, but it is, it is interesting. We do have the ability to make choices, and we can choose to move forward in a positive way or not. And I think if we don't choose to do that, and we we allow ourselves to be controlled by our fears, that's really where too many times, we have too many problems that we don't deal with nearly as well as we can.   Andra Wochesen ** 51:36 Yeah, I think choice is key, right? We have a choice what we think. We have a choice how we feel. And I do want to say I'm a big advocate of positive mindset, but I'm also a very big advocate of feeling your feelings. And so I think there's a difference between true feelings and feelings where we create a story around the feelings, and I think it's, I just really want to voice that today, in terms of people not pasting over feelings. I think there's a, yeah, there's a place for all of it. I think getting stuck in negativity or bad feelings or hard feelings is not where we want to be, but suppressing them if they're there, is also not a good place to be. And I think in fact, for me, in this I can be elevated very easily, because it's what I do for a living. But I think me being much more vocal about the challenges of this or the anger, has actually opened up a stronger conviction in me that is actually opening up more power in my expression. And so I feel I just really wanted to presence that in this moment, because I think it's really key to be yes, obviously choosing, choosing our focus and seeing. We talked about that many times today, about seeing the brightness or seeing the gifts and seeing the positives. But I do think it's really important for people to feel what they need to feel. So just wanted to presence that it's what I do all the time with people, and it's one it's what I'm doing with myself.   Michael Hingson ** 53:24 Yeah, and that's why you're walking the talk and you're succeeding. How is faith imperative when navigating challenges like life, challenges like what you're facing now?   Andra Wochesen ** 53:37 Well, I think I remember one talk you said when you were in the World Trade Center and just said, like God said to you, go here or stay calm. I mean, I don't want to misquote you, but it was, I really could feel the truth of that. And so I think there is a higher power, a higher voice, whatever you want to call it, whether it is God, source, spirit, universe, Higher Self, everybody has different language for it. And I think if we can tune in and believe that things are happening for us versus to us, or that there is guidance that's available for us, it's, I think it's what I think we needed. It's, I feel like sometimes it's the only thing that will get us through the hard times, right, is really believing in, yeah, something bigger than us in our own capacity to handle things and and I'm going to say and cultivating that especially in times of challenge. Because I think when we're in times of challenge, it's easier to lose faith. And I actually think we need to double down on faith when in our in our most challenging moments.   Michael Hingson ** 54:42 What is faith?   Andra Wochesen ** 54:46 Well, that's everybody that I can't speak to that, right? That's your I'm speaking to it in my perspective, I think faith is belief in something bigger than you. I think it's faith is. Something unseen, right, something that has not yet manifested. It's believing in something that's not yet in front of you, right? So I can and choose where to place my faith, right? And you get to choose where to place it, so Right, right?   Michael Hingson ** 55:18 But you're continuing, even with the breast cancer and so on. You're continuing to coach, right?   Andra Wochesen ** 55:22 I am, until otherwise I've everybody in my world has to be flexible, because obviously I it's unknown for me in terms of what and I will never show up for a session when I'm not at my fullest capacity. So it just depends on, you know, what that looks like? You know, if I'm recovering from surgery, I'm going to take some time for myself. If I'm in chemotherapy, I'm probably not going to feel very good for certain days, so I'm not going to coach on those days. So it's about, again, me intuiting what I need for me and what serves me, and then making sure that anybody who comes into my world has a very good understanding of that.   Michael Hingson ** 56:03 Oh, can people who are experiencing this podcast with us today apply all of these lessons in their own lives and so on going forward?   Andra Wochesen ** 56:13 Well, I think it's like anything we talked about a lot of things, and I think it's whatever is landing with someone is what they're meant to hear. So there I, you know, very specifically, gave three things around my cancer diagnosis, which I'll reiterate, for people to apply, because I think it's like three steps see the higher perspective of whatever situation or circumstance that you're in that feels like a challenge, whether that is a work challenge, a relationship challenge, a health challenge. Number two, I think, is tuning in to your intuitive guidance, and let's say faith in that container, in that number two. And then I think number three is allowing yourself to express the humanness, which I talked about here, right? Allowing yourself to feel what you feel. Yes, choose the higher perspective when you can. But there are times where tears need to flow, or where you are angry, and it's not about taking out anger on someone else. It's about finding a tool to be able to help you release that anger or be able to express it. So there's, there's lots of things that we can do for that. So I think it's like, yeah, I hope that people can whatever situation they're going through right now that feels even if it's not challenging, it doesn't have to be challenging. But it's like, yeah, see the bigger picture. Tune into intuitive guidance and feel what's really there for you,   Michael Hingson ** 57:41 yeah, which is really important to do. I think we we never spend our we mostly don't spend nearly enough time listening to ourselves and listening to what our inner voices have to say to us that we can use. And I think it's so important to do that,   Andra Wochesen ** 57:59 yes, every day. And I think when we're faced with challenges, it's heightened. And I believe our challenges are here to I've always listened to my inner self, but I think this cancer is like, no, no, you, you're you, you're this is here for you to do it even more. And so I think our challenges are are an opportunity for that to deepen.   Michael Hingson ** 58:20 Well, since you are coaching, and you do a lot of that, if people want to reach out to you and maybe follow up on what they're hearing today, how do they do that?   Andra Wochesen ** 58:29 My website you could do is, actually, you're on LinkedIn a lot, so probably people are listening to this on LinkedIn. So Andra Wochesen is my if you look that up on LinkedIn, Andrawochesen.com, is my website,   Michael Hingson ** 58:44 why don't you spell that? If you would Sure, sure, yeah, a,   Andra Wochesen ** 58:47 An, D, R, A, W, O, C, H, E, S, E, N, and then.com and yeah, I'm also on Instagram, a little bit under Andra underscore energy, coach, so those are the three main places that I am sort of accessible, or where people can reach out.   Michael Hingson ** 59:08 Well, I hope people will reach out. I think you've offered a lot of invaluable insights, and I think there is a lot to be said for the kinds of things that we've talked about today, because we have to listen to ourselves, and mostly we probably have to learn how to listen to ourselves. And you certainly can help with that. Yeah,   Andra Wochesen ** 59:31 that's a great way to say it, right? It is. It is a it's another choice, right? And it is a skill. And it is. It does require a moment to slow down, to really tune in and listen. Yeah,   Michael Hingson ** 59:42 yeah, absolutely. Well, I want to thank you for being here and spending an hour with us. Can you believe it's been an hour already we've had a lot of fun telling you conversation,   Andra Wochesen ** 59:52 yeah, lots of different topics, lots of different areas. And yeah, thank you for the opportunity to connect with you and. Your audience and to share my story and hopefully some inspiration or insight for those listening.   Michael Hingson ** 1:00:08 Well, we're very grateful that you took the time to do this, and I want to express my gratitude to all of you who are out there listening or watching this, and we appreciate you doing so. I hope you liked what Andrew Watson had to say today, I'd love to hear from you. I'd love to hear what your thoughts are. Please feel free to email me at Michael h i at accessibe.   You have been listening to the Unstoppable Mindset podcast. Thanks for dropping by. I hope that you'll join us again next week, and in future weeks for upcoming episodes. To subscribe to our podcast and to learn about upcoming episodes, please visit www dot Michael hingson.com slash podcast. Michael Hingson is spelled m i c h a e l h i n g s o n. While you're on the site., please use the form there to recommend people who we ought to interview in upcoming editions of the show. And also, we ask you and urge you to invite your friends to join us in the future. If you know of any one or any organization needing a speaker for an event, please email me at speaker at Michael hingson.com. I appreciate it very much. To learn more about the concept of blinded by fear, please visit www dot Michael hingson.com forward slash blinded by fear and while you're there, feel free to pick up a copy of my free eBook entitled blinded by fear. The unstoppable mindset podcast is provided by access cast an initiative of accessiBe and is sponsored by accessiBe. Please visit www.accessibe.com . AccessiBe is spelled a c c e s s i b e. There you can learn all about how you can make your website inclusive for all persons with disabilities and how you can help make the internet fully inclusive by 2025. Thanks again for Listening. Please come back and visit us again next week

Now on Spotify Video! Want your business to cut through the noise in today's crowded marketplace? It all starts with having the right marketing strategy for your offers. In this final episode of the Passion to Profit series, presented by Intuit, Hala Taha reveals the core strategies entrepreneurs need to effectively market their offers. From compelling messaging to storytelling that resonates, gain insider secrets from digital marketing experts like Russell Brunson, Tom Bilyeu, and Donald Miller on how to stand out and drive explosive sales. In this episode, Hala will discuss:  (00:00) Introduction (01:12) Marketing Tips for Attracting Ideal Buyers (05:42) The Power of Storytelling in Marketing (10:04) Building a High-Converting Marketing Funnel (16:39) Choosing the Right Platform for Your Business (22:23) Building Trust Through Authentic Engagement Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E292 with Julie Solomon: youngandprofiting.co/MakeMoneyInstagram  YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarFunnel  YAP E327 with Tom Bilyeu: youngandprofiting.co/Billion-DollarMindset  YAP E214 with Donald Miller: youngandprofiting.co/MakeFirstMillion YAP E318 with Rudy Mawer: youngandprofiting.co/ScalingMillion-DollarBrands  YAP E348 with Kipp Bodnar: youngandprofiting.co/InboundMarketing  YAP E339 with Adam Schafer: youngandprofiting.co/OrganicSales  YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, SEO, E-commerce, LinkedIn, Instagram, Social Media, Content Creator, Advertising, Social Media Marketing, Communication, Video Marketing, Social Proof, Marketing Trends, Influencers, Influencer Marketing, Digital Trends, Content Marketing, Online Marketing, Marketing Podcast 

Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.Sponsors(00:00) - Introduction and Hosts' Catch-Up (01:20) - Overview of July 2025 'In the Know' Session (03:27) - ProAdvisor Community News and Upcoming Courses (05:53) - QuickBooks on the Intuit Platform (11:28) - New Features in QuickBooks Online (19:24) - Bank Feeds Innovations (30:39) - Navigating Action Buttons (31:02) - Enhanced Grouping Features (31:24) - AI Assistance in Transactions (34:16) - Detecting Bank Fees (34:55) - Combining Matches in Bank Feeds (36:54) - New Accounting Agent Features (39:39) - Context Gathering for Transactions (43:28) - Anomaly Detection in Reports (46:06) - Improved Reconciliation Process (47:07) - Bill Pay Basic in All Plans (54:05) - Training and Membership Updates In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharingIntuit's Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharingSign up for Alicia's Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907Dan's Links:Dan's “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPHDan's Blog on the AI Agents - https://snip.ly/UQAPAIAgents Dan's Blog on the AI Bank Feed: https://snip.ly/UQBAIBank QB Power Hour Webinar - https://www.qbpowerhour.com/ https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 

Jennifer Kaplan is the founder and CEO of Evolve Public Relations and Marketing, a premier PR agency she established in 2010 to help businesses and professionals authentically tell their stories. With a communications degree from Arizona State University and an entrepreneurial spirit, Jennifer has dedicated her career to elevating brands, building trust, and fostering meaningful connections.Jennifer comes from a family of entrepreneurs, so forging her own path was a no-brainer! As a young professional, she left her steady sales job to take on her first client, boldly launching herself into the rest of her career. In 2005, she co-founded her first PR start-up, PRIME 3, LLC, but later sold her share to branch out and start Evolve! Now, her team works across industries to provide media coverage, influencer engagement, reputation management, and crisis communications.Jennifer's work has garnered widespread acclaim. She's been honored as one of “The Most Influential Women in Arizona Business” by AZ Business Magazine, a “40 Under 40” by Phoenix Business Journal, a “Woman of Achievement” by InBusiness Magazine, and the inaugural Hugh Downs School of Human Communication Alumni of the Year.When Jennifer isn't running her agency, she fills her cup with yoga, cheering on the ASU Sun Devils, and of course, spending time with her family. Connect with Jennifer Kaplan and Evolve PR & Marketing:

How do you keep innovating and disrupting when you're already the incumbent? And how do you prevent a $200B+ company from becoming slow and complacent? In this episode, CJ is joined by Sandeep Aujla, CFO of Intuit, who shares how one of the world's largest software companies continues to operate with the agility of a startup. With QuickBooks, TurboTax, Credit Karma, and MailChimp all falling in the Intuit family tree, serving both consumers and businesses, Sandeep breaks down the company's platform strategy, explains how he tells a unified story across these product lines, and describes how he prioritizes capital allocation. He also talks about Intuit's efforts to leverage AI to improve internal efficiencies, insights into the ideal CFO-CTO relationship, tactics for saying no, the benefits of letting stuff break, and how finance helped uncover a major growth opportunity for Intuit in the mid-market. The conversation touches on the company's 25 golden metrics, why leap years and the Super Bowl affect revenue, and the lesson Sandeep learned from a $2 coffee.—LINKS:Sandeep Aujla: https://www.linkedin.com/in/aujla/Intuit: https://www.intuit.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: —TIMESTAMPS:(00:00) Preview and Intro(02:30) Sponsor – Pulley | Brex | Aleph(07:11) Sandeep's Career Journey at Intuit(09:41) The Stigma Around CFOs and Seriousness(11:01) Being the Disruptor When You're Already the Incumbent(14:04) Intuit: Software, Payments, or Services Company?(15:21) Sponsor – RightRev | Navan | NetSuite |(19:00) The Intuit Family Tree(20:14) Cross-Platform Network Effects(21:54) Telling a Unified Story Across Multiple Product Lines(25:24) How Finance Discovered a Mid-Market Growth Opportunity(28:56) Reducing Churn by Keeping Customers on Platform(31:04) How Small Businesses Are Evolving To Leverage Tech and AI(34:11) How Sandeep Prioritises Capital Allocation(37:17) Tactics for Saying No Gracefully as a CFO(39:39) The Benefits of Letting Stuff Break(43:10) Reinvesting Across the Business: Consumer Versus Business(45:36) The CFO-CTO Relationship in the Age of AI(49:45) Tracking Intuit's Target for Internal AI Efficiency(52:06) Surprising Usage Patterns: Leap Years, Game of Thrones, etc(53:15) The Different Use Cases for AI Internally(55:48) The 25 Golden Metrics That Matter(58:45) Leap Years and Other Surprising Things That Impact the Business(1:00:04) Long-Ass Lightning Round: A Deadline Mistake(1:02:04) Advice to Younger Self(1:03:48) Finance Software Stack(1:04:36) A Bonus Question: Printed Notes(1:05:17) Craziest Expense Story—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#platformbusiness #innovation #disruption #CapitalAllocation, #FinancialSoftware Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of the Wharton Fintech Podcast, host Sabrina Fathi speaks with Ashwin Murthy, Chief of Staff and VP of Growth Operations and Strategy at Credit Karma, about how one of the most recognizable names in consumer fintech continues to evolve. Ashwin shares his journey from investment banking and consulting to leading strategy at Credit Karma. He discusses the company's expansion from free credit scores to taxes, savings, and more, and how data, trust, and personalization have been critical to that journey. The conversation also dives deep into GenAI's role in financial decision-making, Credit Karma's evolving partnership with Intuit, and the future of financial access.

Now on Spotify Video! Crafting a winning business offer is one of the most critical and often overlooked steps in building a profitable venture. Without a validated offer, even the most passionate entrepreneurs risk building a business no one needs. In this episode of the Passion to Profit series, presented by Intuit, Hala Taha breaks down the building blocks of an irresistible offer. You'll hear from powerhouse entrepreneurs like Alex Hormozi, Amy Porterfield, and Russell Brunson on how to master the art of giving people exactly what they want. In this episode, Hala will discuss:  (00:00) Introduction   (00:00) Market Research: The Key to Starting a Business (00:00) How to Position Your Offer for Success (00:00) The Power of Value Selling (00:00) The Psychology of Pricing  (00:00) How to Test and Refine Your Business Offer Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert.   Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E199 with Alex Hormozi: youngandprofiting.co/TheValueEquation  YAP E244 with Amy Porterfield: https://youngandprofiting.co/QuitMyJobBuiltaBusiness  YAP E302 with Cal Fussman: youngandprofiting.co/PowerofQuestions  YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing  YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarSalesFunnel  YAP E337 with Adam Schafer: youngandprofiting.co/MindsetEntrepreneursWhoWin  YAP E150 with Bob Burg: youngandprofiting.co/Go-GiverSalesStrategy  YAP E318 with Rudy Mawer: youngandprofiting.co/PlaybookforScalingBrands  YAP E106 with Josh Kaufman: youngandprofiting.co/LaunchingaBusinessSideHustle  YAP E332 with Reid Hoffman: youngandprofiting.co/ScalingValuableCompaniesFast Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Entrepreneurship, Entrepreneurship Podcast, Business Podcast, Startup, Passive Income, Online Business, Solopreneur, Founder, Networking

Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.*This episode was live streamed*(00:00) - Welcome to the 100th Episode Celebration! (00:37) - Meet the Community and Hosts (01:34) - The Origins of the Podcast (04:59) - The Unofficial Nature and Honest Conversations (05:50) - Hector's Words of Wisdom (07:51) - The Importance of Collaboration (11:52) - Favorite Episodes and Memorable Moments (23:56) - Embracing Change and Innovation (31:17) - Feedback on Beta Testing (31:53) - Rant on Sample Company Updates (34:37) - Live Classes and Feedback Flooding (35:48) - Challenges in Training with QuickBooks (38:24) - Adapting to Changes in Training (41:51) - Outsourcing and Global Workforce (44:49) - Future of QuickBooks and AI (46:43) - Engaging with the Community (56:08) - Conclusion and Call to Action Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.comOur Top 10 favorite episodes:uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Douqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern ageuqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the USuqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garciauqb.show/64  Sasan Goodarzi's keynote address from Intuit Connecthttps://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia's book: http://royl.ws/QBDT_to_QBOListen to Hector and Alicia AND follow along with Margie's hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjAJoin Margie's free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room

What You'll Learn:Why real leaders don't always have the title—or the powerHow Becky's Stoic-inspired Choose the Handle That Holds became a guidebook for life and leadershipThe difference between authentic vulnerability and oversharingA live demo of STOA: a goal-setting tool you'll want to use immediatelyHow to model leadership for your team, your family, and yourself 

Now on Spotify Video! Entrepreneurship isn't just about launching a product; it starts with building the mindset to navigate risk, rejection, and uncertainty. Before you can turn passion into profit, you need clarity, confidence, and a deeper purpose to push through the tough moments. In this first episode of the Passion to Profit series, presented by Intuit, Hala Taha dives into the mental preparation it takes to build a profitable side hustle or startup. You'll hear from successful entrepreneurs like Mel Robbins, Pat Flynn, and Benjamin Hardy on why mindset, grit, and resilience are the keys to starting a business. In this episode, Hala will discuss:  (00:00) Introduction   (01:20) Clarifying Your Purpose as an Entrepreneur   (07:58) Taking Imperfect Action to Start Your Business   (17:19) Using Discomfort and Fear as Fuel for Growth   (22:11) Embracing Setbacks in Entrepreneurship   (25:08) Committing to Your Vision Without a Plan B Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E344 with Dave Ramsey: bit.ly/5StagestoBuildaBusiness  YAP E353 with Krista Williams: bit.ly/FriendshipIsaBusinessSuperpower  YAP E206 with Benjamin Hardy: bit.ly/_Achieve_Your_Goals  YAP E329 with Mel Robbins: bit.ly/The_LetThemTheory  YAP E359 with Pat Flynn: bit.ly/SurprisingProductivityHack  YAP E294 with Dean Graziosi: bit.ly/PassionintoEntrepreneurialSuccess  YAP E111 with Jay Samit: bit.ly/Future_ProofYourself  YAP E298 with Ginni Rometty: bit.ly/Lead_withPurpose  YAP E239 with Tina Wells: bit.ly/TheElevationApproach  YAP E347 with Ryan Holiday: bit.ly/StoicismTransformsLeadership  YAP E274 with Rory Vaden: bit.ly/BuildPersonalBrands  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Entrepreneurship Podcast, Business Podcast, Passive Income, Online Business, Solopreneur, Founder, Networking

Olivia is a member of the Guild of the Rose and a total badass. Enjoy the intuitive and fun lesson in Bayesian reasoning she shared with me at VibeCamp.

How do we lead through disruption while designing a better future for business travel?In this episode of dojo.live, we welcome Suzanne Neufang, CEO of the Global Business Travel Association (GBTA), for a candid conversation on the evolving role of leadership in today's travel landscape. Suzanne shares timely insights from the newly released 2025 Business Travel Index Outlook, revealing the economic and behavioral shifts that travel professionals need to watch most closely. From AI's growing impact on personalization and predictive analytics, to the balance between innovation and advocacy in a global association, this conversation explores how GBTA is helping the industry stay both future-ready and people-centered. Whether you're navigating tech transformation or redefining program strategy, Suzanne offers a grounded, forward-looking perspective on the road ahead for corporate travel.About Suzanne NeufangSuzanne Neufang is CEO of the Global Business Travel Association (GBTA). She oversees the association's mission to deliver community, learning and advocacy for industry members and partners worldwide. She is a transformation-focused executive who has successfully led teams and innovation through times of change —”connecting dots” across people, geographies, functions, and results. She's held leadership positions within the travel industry for more than 20 years, including at HRS, Sabre and Travelocity, as well as for tech and telecom industry giants Intuit, Verizon and GTE. Neufang and her husband live in New York City and have two sons and a granddaughter. An avid traveler, she has visited over 45 countries in her professional and personal travels and flown over 3 million miles.

Melissa Dinwiddie doesn't have an MBA. She's never worked for a consulting giant, such as McKinsey, Boston Consulting, or Bain. She is a ukulele-playing, jazz-singing, Julliard-trained dancer and improv entertainer. Yet when companies, including Meta, Google, Uber, Intuit, and Salesforce, seek fresh thinking on innovation and team creativity, they turn to Melissa for results. Melissa draws parallels between performance troupes, such as her All That Jazz improv jazz group, and business teams. To be successful, she notes, all members must listen closely, support one another, adapt on the fly, and create something from nothing.   Melissa is the founder and CEO of Creative Sandbox Solutions, communication, connection, and creativity experts. Her firm's specialty is helping teams blast through creative roadblocks. She is the author of The Creative Sandbox Way: Your Path to a Full-Color Life, which she wrote to help readers be comfortable with and embrace their own, authentic creativity. As Melissa explains this week, her unconventional background and unorthodox methods —  including having six- and seven-figure salaried executives build with Lego bricks — consistently unlock breakthrough ideas and enhance team performance. Monday Morning Radio is hosted by the father-son duo of Dean and Maxwell Rotbart. Photo: Melissa Dinwiddie, Creative Sandbox SolutionsPosted: July 21, 2025 Monday Morning Run Time: 49:42 Episode: 14.7

On the latest episode of After Earnings with Ann Berry, Intuit CFO Sandeep Aujla outlines how the company is transforming tax filing, personal finance and small business operations through AI and platform expansion.Highlights include:• Intuit's new marketing strategy to engage tax-prep customers.• How Intuit is combining human and artificial intelligence to dramatically expand TurboTax Live.• How Intuit is growing QuickBooks by increasing platform adoption among mid-market businesses.00:00 Sandeep Aujla joins01:40 Intuit disrupting the tax category04:47 Blending AI with Human Intelligence on Tax Filing06:41 AI informing Credit Karma08:50 Credit Karma's insight into state of the consumer11:50 Quickbook's move up-market14:19 Scaling platformitization19:16 Rapid fire questionsAfter Earnings is brought to you by Stakeholder Labs and Morning Brew.For more go to https://www.afterearnings.comFollow UsX: https://twitter.com/AfterEarningsTikTok: https://www.tiktok.com/@AfterEarningsInstagram: https://www.instagram.com/afterearnings_/Reach OutEmail: afterearnings@morningbrew.com$INTU Learn more about your ad choices. Visit megaphone.fm/adchoices

Partnerships can be a powerful growth strategy for your business. Learn more about marketing your business through collaboration and community involvement.   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Insurance Marketing Tips to Help Agents Stand Out from the Crowd 5 Things to Consider When Creating Your Personal Brand Community-Based Marketing for Insurance Agents Community Engagement & ACA Marketing Suggestions for Agents How Relationship Marketing Can Make the Difference in Your Agency Modern Medicare Marketing for Today's Agents Operating From a People-First Mentality ft. Scott Zimmerman Ready to partner with an FMO? Register with Ritter Insurance Marketing! The Insurance Agent's Guide to Establishing Successful Affinity Partnerships   References: “Affinity Marketing: The Art of Building Connections.” Mailchimp.Com, Intuit, mailchimp.com/resources/affinity-marketing/. Accessed 10 June 2025. “Complementary Business Definition.” Lawinsider.Com, Law Insider, www.lawinsider.com/dictionary/complementary-business. Accessed 10 June 2025. “Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-P).” CMS.Gov, CMS, 26 Nov. 2025, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription. “Medicare Marketing Guidelines.” CMS.Gov, CMS, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 June 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

What You'll Learn:Why the “Rule of Three” is a leadership game changerThe origin and impact of Atlas' TEDx talk: Start with WhoWhat pirate leadership teaches us about trust and motivationWhy success leaves clues—and how to collect themThe mindset shift from chasing opportunities to choosing legacy Leadership Gold:“Every leader I've admired kept it simple: People. Time. Money.” The Rule of 3.  Resources & Links:Download Atlas' "Best-Selling Book" ProcessWatch his TEDx Talk: Start with WhoConnect with Atlas on his podcast: TargetedAnd, follow him on LinkedIn for more great insights.  

What if instead of software coaching you on how to use it–what buttons to push and what file menus to open–the software could just use itself, once it knew what you wanted? We explore Intuit's new AI agents in the latest installment of our oral history project.We Meet:  Alex Balazs, CTO of Intuit Credits:This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

Join us on Spaghetti on the Wall episode #252 as we welcome Doug C. Brown, CEO of CEO Sales Strategies and a globally sought-after expert in sales revenue and profit growth. Doug has helped powerhouse companies like Intuit, CBS, and Procter & Gamble massively scale their sales performance. From boosting division sales by 864% with Tony Robbins to training the top 1% of sales producers, Doug brings unparalleled insight into what it really takes to grow with purpose and profit.

Doug C. Brown, CEO of CEO Sales Strategies, joins us for a captivating exploration into the world of sales optimization and scalable revenue. With his roots in sales beginning at his father's business, Doug has transformed into a visionary leader in sales strategies. In our discussion, Doug unveils the core principles of CEO Sales Strategies, stressing the necessity of a structured and systematic approach to secure predictable revenue streams. As we navigate the common hurdles businesses face, like setting clear goals and identifying right-fit buyers, Doug shares his invaluable perspective on the evolving role of AI in sales processes. He emphasizes the human aspect of selling, the importance of customer care, and how a structured sales process can be a game-changer. Our conversation also highlights the vital importance of business clarity and metrics in sustaining growth and avoiding chaos. Doug delves into how unmanaged growth can lead to business implosion and shares personal anecdotes, including a profound story about congenital hip dysplasia, underscoring the urgency of addressing root issues early. By examining micro measurements and uncovering hidden issues, Doug illustrates that real improvement calls for dedication and deep understanding, not just superficial fixes. Whether you're a seasoned sales veteran or new to the field, this episode is packed with actionable insights and strategies to enhance your sales success and business outcomes. Doug C. Brown, CEO of CEO Sales Strategies, is a renowned Sales Revenue and Profit Growth Expert. He is the creator of a predictable, reliable, measurable, math-based model for sales revenue growth. Using this system, Doug helps businesses and independent business professionals dramatically increase their sales. Doug has served as the independent President of Sales and Training for Tony Robbins and Chet Holmes, achieving a 143% increase in close rates and a 4150% sales boost in six months. He has built over 35 businesses, generating over $900 million in sales for himself and his clients. His expertise has benefited companies like Intuit, CBS Television, Procter & Gamble, and thousands of other businesses. He has earned Top Sales Professional Awards and led high-performance teams. Doug's latest venture, Vibitno, is a revolutionary sales automation software designed to increase sales revenue by enhancing follow-up efficiency, boosting client retention, and increasing sales productivity. For four decades, Doug has shared his knowledge to help others achieve extraordinary sales growth through simple, effective steps.   Quotes: "Predictable sales revenue growth starts with clarity. Without it, chaos will eventually consume your business." "Selling is human. It's about solving a problem, gaining an opportunity, or achieving a goal, not just pushing a product." "If you want to make more sales, you need a process. It's like a dance—without a rhythm, you'll step on your partner's toes." "The key to scalable revenue is understanding your numbers. Wishful thinking won't hit your targets; clear metrics will."   Links: Website (CEO Sales Strategies): https://ceosalesstrategies.com/ Vibitno: https://vibitno.com/ Facebook: https://www.facebook.com/Dougcbrown123/ LinkedIn: https://www.linkedin.com/in/dougbrown123/ Instagram: https://www.instagram.com/dougcbrown_/ CEO Sales Strategies LinkedIn: https://www.linkedin.com/company/ceosalesstrategies Follow-Up Masterclass: http://ceosalesstrategies.com/stoptheleak   Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ Tired of your CRM sucking the life out of your team? Visit https://crmshouldntsuck.com to get the book, get your CRM Impact Score, and discover how to rescue your system—and your sanity.

In this episode, Zach sits down with Shaun Shirazian, CEO of Lodgify, for an unfiltered conversation about what's next in hospitality tech—and what's not changing. Shaun shares how a meaningful moment on a San Diego balcony more than a decade ago sparked his passion for short-term rentals, and how that guest connection still drives his work building tools for small operators around the globe. We unpack Lodgify's long-standing mission to “arm the underdogs” by empowering independent hosts and managers with the same technology advantages as the big players. Shaun draws a clear line between his upbringing as the son of immigrants, his experience at companies like Intuit and PipeDrive, and the deep conviction that great tech should level the playing field for the little guys. But this episode isn't just philosophical—it's tactical. Shaun offers a refreshingly honest take on: Why switching PMSs still feels painful, and what needs to change. How Lodgify is navigating its role as both OTA partner and direct booking champion. What's holding back the direct booking experience (hint: it's not just UX). How the best future software will be invisible—delivering outcomes, not dashboards. We also talk AI, and Shaun shares why Lodgify is entering what he calls its “13-year-old growth spurt,” a new chapter he's dubbed Lodgify 2.0. Think: fewer clunky interfaces, more Stripe-like booking flows, and a relentless focus on what hosts have always cared about—trust, time savings, and more bookings. This one's for the rebels, the brand builders, and anyone who's ever screamed at a janky checkout page and thought, “There has to be a better way.” Behind the Stays is brought to you by Journey — a first-of-its-kind loyalty program that brings together an alliance of the world's top independently owned and operated stays and allows travelers to earn points and perks on boutique hotels, vacation rentals, treehouses, ski chalets, glamping experiences and so much more. Your host is Zach Busekrus, Head of the Journey Alliance. If you are a hospitality entrepreneur who has a stay, or a collection of stays with soul, we'd love for you to apply to join our Alliance at journey.com/alliance. 

What does it mean to design experiences in a world where pixels are no longer the focus? In this episode, service design thought-leader and author Erika Flowers shares her thoughts on how designers must evolve as AI transforms the tools, processes, and expectations of our work. Erika shares lessons from her journey—spanning early web design, pioneering service blueprinting at Intuit, and orchestrating experiences at NASA—and offers a forward-looking take on why skills like facilitation, systems thinking, and storytelling will define the future of design.About Erika Flowers: helloerikaflowers.com | LinkedInRelated NN/g CoursesService BlueprintingAccelerating Research with AIAI for Design WorkflowsRelated Free NN/g Articles:How Service Design Will Evolve with AI AgentsThe Future-Proof DesignerWhy I'm Not Worried About My UX Job in the Era of AIMore Free Articles on AI

Live from the Sage Future conference in Atlanta, Aaron Harris, CTO of Sage, joins Blake and David to explain why he wants to completely eliminate the financial close rather than just make it faster. Harris breaks down the three waves of AI transformation in accounting—from task-based automation to generative AI to fully autonomous agents—and reveals how Sage is building custom language models trained specifically on accounting principles with the AICPA. He also discusses the psychology of trust between CFOs and AI systems, introduces Sage's new AI transparency labels, and explains why his company is taking a more cautious approach than competitors like Intuit when deploying autonomous agents.Meet Our Guest, Aaron Harris, CTO, SageLinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/Website: https://www.sageintacct.com/leadership/aaron-harrisX: https://x.com/AaronRHarrisLearn more about Sagehttps://www.sage.com/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

LaVar is joined this week by two finalist for the Campbell Trophy, Notre Dame linebacker Jack Kiser and UNLV linebacker Jackson Woodard. LaVar chats with each about their play on the field, the achievements in the classroom and what the Campbell Trophy means to them. Named in honor of the late William V. Campbell, the former chairman of Intuit, former player and head coach at Columbia University and the 2004 recipient of the NFF's Gold Medal, The William V. Campbell Trophy® has become the most prestigious and desirable "academic" award in college football. The trophy recognizes an individual as the absolute best in the country for his academic success, football performance and exemplary leadership. Takeaways: Playing at Notre Dame is a prestigious honor. The Campbell Trophy recognizes academic and athletic excellence. Handling success is crucial for team growth. Academic performance directly impacts athletic performance. Identity beyond football is essential for personal development. Football provides unique life experiences and opportunities. Community service is a vital part of being a student-athlete. Education is key for future aspirations beyond football. The evolution of linebacker play requires adaptability and skill. Football represents a way of life and personal fulfillment. #upongame #fsrweekends #2ProsSee omnystudio.com/listener for privacy information.

LaVar is joined this week by two finalist for the Campbell Trophy, Notre Dame linebacker Jack Kiser and UNLV linebacker Jackson Woodard. LaVar chats with each about their play on the field, the achievements in the classroom and what the Campbell Trophy means to them. Named in honor of the late William V. Campbell, the former chairman of Intuit, former player and head coach at Columbia University and the 2004 recipient of the NFF's Gold Medal, The William V. Campbell Trophy® has become the most prestigious and desirable "academic" award in college football. The trophy recognizes an individual as the absolute best in the country for his academic success, football performance and exemplary leadership. Takeaways: Playing at Notre Dame is a prestigious honor. The Campbell Trophy recognizes academic and athletic excellence. Handling success is crucial for team growth. Academic performance directly impacts athletic performance. Identity beyond football is essential for personal development. Football provides unique life experiences and opportunities. Community service is a vital part of being a student-athlete. Education is key for future aspirations beyond football. The evolution of linebacker play requires adaptability and skill. Football represents a way of life and personal fulfillment. #upongame #fsrweekends #2ProsSee omnystudio.com/listener for privacy information.

Bob Parsons is a successful entrepreneur and philanthropist. He served in the U.S. Marine Corps during the Vietnam War and was awarded a Purple Heart. After graduating from college, he founded Parsons Technology, which was later sold to Intuit. He then founded GoDaddy, which became the world's largest domain name registrar. He later sold a majority stake in GoDaddy and founded YAM Worldwide. He also founded PXG, a golf club company, and The Bob & Renee Parsons Foundation, which supports marginalized populations. Parsons is also the author of the bestselling book "FIRE IN THE HOLE!". Shawn Ryan Show Sponsors: https://www.tryarmra.com/srs https://www.identityguard.com/srs https://www.betterhelp.com/srs This episode is sponsored by Better Help. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. https://www.blackbuffalo.com https://www.boncharge.com/srs https://www.meetfabric.com/shawn https://www.shawnlikesgold.com https://www.helixsleep.com/srs https://www.hillsdale.edu/srs https://www.patriotmobile.com/srs https://www.rocketmoney.com/srs Bob Parsons Links: X - https://x.com/DrBobParsons  Instagram - https://www.instagram.com/drbobparsons  YouTube - https://www.youtube.com/user/ThinkFast126 LinkedIn - https://www.linkedin.com/in/thebobparsons/ Website - BobParsons.comBook by Bob Parsons - As an Amazon Associate we earn from qualifying purchases (paid links): Fire in the Hole!: The Untold Story of My Traumatic Life and Explosive Success Learn more about your ad choices. Visit podcastchoices.com/adchoices