Podcasts about kpi

Is your practice patient- or production-driven? The answer should be purpose-driven. Kiera talks about how shifting your core values in a certain way can actually grow everything else. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I am excited. This is a podcast built just for you by you. If you ever want me to make a podcast for you, just email in Hello@TheDentalATeam.com or go to our website, TheDentalATeam.com and click on the podcast tab. You can submit topics for me to record for you. And today is a great one and I'm super excited about it. Someone asked production focus versus patient focus striking the right balance.   Does it have to be both? So is your practice driven by numbers or by people? And does it have to be a choice? I'm super jazzed. I'm super excited because this is the type of juicy stuff I like to get into because this is what offices talk about all the time. Oh my gosh, we're production focused. Well, that means you're not patient focused. Oh my gosh, you're patient focused. That means you're not production focused. Does it have to be? There's tension. It's tension. It's like, are you on the right side or the left side? Are you blue or are you Which side are you on?   Like there's tension here, production focus versus patient focus. Does it really have to be this debate? So I love this. Email me. You guys are love a good pen pal. Hello@TheDentalATeam.com. I like pen pals. You guys remember that? If you want to write me a letter, you can send me a letter. It's in Verdi, Nevada on the website, P.O. Box. I think it's 635 Verdi, Nevada. No clue what it is, but I will get it and I'll send you a postcard back. So pen pal for real, email us.   You guys, really do love a good pen pal. I will seriously send you a letter back. So ⁓ write me. I would love to hear from you. But I'm curious, does it have to be production focus or patient focus or can it be both? Is it the chicken or the egg? I definitely think that there has to be a way because the most successful practices integrate production and patience. So the answer is yes, it can be both. And I don't care what side of the coin you're on. I'm gonna teach you that you can actually be on both sides of the coin and still maintain your ethics.   like your ethical integrity, all of that. You guys, this is the Dental A Team. I'm obsessed with dentists. I'm obsessed with dental teams. I'm obsessed with making you happy. I'm obsessed with positively impacting this world in the greatest way possible. And that's why we built this podcast free for you to give you all the tips and tricks. And all I ask in return is that you leave us a review and share this with somebody that can change their life. My goal is to have this podcast into the hands of every single dental office out there. And guys, you are crushing it. We are in the millions of downloads and I can't do that without you. So please today.   share, download, or leave us a five star review. That means the world to me and I do read those reviews. So thank you. Thank you for everybody who reads those reviews. I appreciate each of you. So today I want to talk about patient focused version of production focused because you know, I got a pen pal out there. production focused means that we're focused on high volume, goal driven, and we're going to probably have burnout. Like that's the drive. It is a lot of times ego. That's okay. So when I'm talking to you.   You can test yourself right now. Are you ready? I'm gonna say, hey, what is your production? Now, to answer that, what's your production? If you just told me your number in gross, you're a little ego driven and I love you for it. And I'm gonna tell you that that is one of the worst things to do because there's no way for us you to ever collect it. I was talking to a practice the other day and they're like, yes, Kiera, we are a $7 million practice and we had a million dollars worth of write-offs. And I was like, well, shoot. So.   You're actually, think they actually have two million. So you're not a seven million, you're a five million. That's a bit of a minute. So you're actually a five million dollar practice and I'd rather talk about real numbers because then I can actually truly get you to seven million rather than feeding your ego at this. So that tends to be the case where you're, if you, you might be a bit production. If you're presenting those in gross, ⁓ present them in, it's okay to your buddies. You can present in gross. To me, to here, to this conversation in real life.   please, please, please present them in net, what you can actually collect. Now, if we're too patient focused, we tend to run at a slower pace, high trust, but we risk a lot of inefficiency and you actually risk the, like, you really do run a risk of you're not looking at the numbers and you actually can create a really, really, really scary spot where you actually are in like profit row where you have no money. ⁓ And so you gotta have both.   We've got to have production where we're able to serve our patients and we've got to care about our patients. We've got to make sure that both of those come together because that's a true business. This is what we're looking for. So I just want you to look at yourself right now and I want you to audit you and your practice. Where do you lean more? Okay. So do you lean a little more left? Do you lean a little more right? Do you lean a little more production focused or do you lean a little more patient focused? It's okay. There's no right or wrong. I just want you to like really look at yourself and assess what route do you fall?   because it's gonna help you, okay? So where are you? We're not like all patient or all production, but which way do you lean? I want you to answer that. You can pen pal me. Remember, I got pen pals out there. So be another pen pal for me. And then step two is I want you to marry metrics with meaning, which isn't that cute? Yes, chat GPT helped me on that one. Marry metrics with meaning, I love that. I was like, that is such a good way to bring this to the table. So we want you guys to be like in the middle, we're not production, we're not patient, we're purpose.   Did you love that? Another P, we're not patient, we're not production, we're purpose driven. So what this is going to be is you can actually like increase case acceptance to outcomes, not quotas. So it's not like we need 20 crowns, we need to help this many patients. help team members see, like I love Tiff, she said this, she was like, production is the measuring stick to see how many patients we're serving. That feels so much better than like we got to hit 150,000.   No, 150,000 shows is how many patients were able to serve. Let's quantify that up to how many patients and now let's put that up to 200,000 and serve that many patients. So we'll help you guys see that like this is a reflection of care. It's not like just, I don't know, like a number on a scorecard. It's people. You guys, all that production was people that we were able to change their lives. That's what we do in Dental A Team. I literally like, when we talk about our numbers, for a while I put up numbers and it was just a number.   So you can tell it's a little bit more production focused rather than patient focused. And it didn't matter to me. And then when I was like, okay, we're going to go out and I want to serve, like I want Dental A Team to serve 500 dental practices. Like in one year, I want us to have that many that to me, like think of how many lives we're going to change. Cause my ultimate goal is impact to possibly impact this world in the greatest way possible. So I was like, all right, let's put an audacious goal out there. I want to serve 500 offices. Yeah, you can join us. Yes, of course.   And like now it became funds. Like the number is tied to people. Cause I ultimately care about people. care about impact. Money can have impact, but it doesn't drive me. What drives me is changing people's lives. Life is my passion, dentistry is my platform. So how can you help your team see that? So we have to help them see like for me with teams, case acceptance, I'm just saying like that's how many smiles you were able to like truly benefit. There's so many lives you're able to change. I believe the case acceptance is life changing. I was the patient on the other side of that coin.   who literally had my life changed by identities. So when we shifted like KPIs are metrics, yes, but metrics have meaning and their purpose. So what does this case acceptance actually reflect? What does this production actually reflect? What did these new patients numbers actually reflect? And when we look at it as this like patient centric, it becomes so much more fun. I did this in a team meeting the other day where, gosh, we were sitting there and I was like, all right, rattle off to me like why you guys go to Chick-fil-A? And they're like talking about it. Not one of them said price.   Not one of them. Not one of them when I talked about McDonald's said price. So when I looked at this, I thought, okay, people go to Chick-fil-A for the experience. And I thought, how can we become a more patient centric practice that uses metrics to see how we're doing of serving those patients? That's what it is. That's how you marry metrics with meaning. These numbers on a KPI scorecard are telling me the vitals of how good we're serving our patients.   So when I look at our hygiene, I wanna know, are we diagnosing perio or are we doing bloody profies? When I look at Florida, you guys, I'm a huge proponent of Florida. If you're not, that's okay, we can still be friends. I'm here to also teach you holistic. I love Florida. Florida changed my life. It prevented so many cavities for me, like truly was life-changing. So I'm like, absolutely, give it to patients. So when I look at your hygiene numbers, I'm not looking at like, did you get your eight out of eight today? I'm looking at like, did you help proactively prevent decay on all of your patients today?   Of course, if they don't want it, that's fine. But like, let's use our words, words are free. Let's set it up in a way to help more patients say yes. I am patient centric with production numbers and using words to get the results I'm looking for. I'm looking for outcomes, not effort. One of my favorite, favorite, favorite lines, and it's probably gonna become like a core value. My team doesn't know this, you guys, is we measure our, we measure by outcomes, not activity. ⁓ we measure it by outcomes.   not activity because I can sit here and say, I served this many patients, but if I didn't close any cases, I did not get the outcome of helping truly get them the smiles and the health that they deserve. Bottom line. So then step three is you got to change your culture. You got to have a culture that supports both. It's got to be efficiency and empathy. It's got to be production and patient. It's got to be like truly driven. And I've got so many offices like Kiera, I don't want to my team about the numbers. That's fine. You don't have to.   But can't we also help them see that the numbers are helping more patients? Every team I've ever gone into has told me the reason they're in tennis tree is to help change patients' lives. That's why they're here. So when I look at this, I'm like, okay, if that's why we're all here, how do we know that we're actually helping the number of patients that we could? Like genuinely somebody tell me, how do we actually know in a tangible, non-emotional way? How do I know? So we've got to help people see that like, okay, fantastic. We have a culture where when we hit our numbers,   We know we serve the patients that we're set here to serve. Period. You're not gonna go away from that and helping people see that numbers equate the outcomes we're looking for. Numbers help us serve patients. And on the flip side, when we, like you guys, there's a book called Unreasonable Hospitality. Have your team do fun things like that where we celebrate the birthdays, the weddings, the anniversaries, the celebrations. We have like a little gift basket on the side where we can quickly go and have some fun with those people to make this magic moment for our patients.   have magic moments that produce results. Team training, we gotta do patient and production language. We've gotta be empathetic. So for me to say like, my gosh, I'm so excited that you don't work with Dr. Jones. Dr. Jones is incredible. They're gonna take great care of you. Let's get you scheduled for this appointment. I know Dr. Jones definitely wants to get you back. I've got Monday or Wednesday, which works best for you. That was patient and production centric, both in the same exact equation.   when I talk to them about case acceptance, it's like, perfect. So here's the treatment that Dr. Jones diagnosed for you. This is your total out of pocket. This is your insurance estimate. This will be your total when I see you on Wednesday. What questions do you have for me? I want you to be rock solid moving forward. Again, production and patient focus. I want them to be so solid. I'm genuinely so concerned about them. I really want them to be solid. If they tell me they got to talk to their spouse, absolutely, 100%. I want you to talk to your spouse.   Help me what questions they're going to ask. That way I can make sure you're fully prepped when you chat with them. That's production and patient focused. A cancellation calls in. my gosh, what's going on? Tell me, like, ⁓ I've been so worried about you. Like help me understand where you at, what's going on. Like, are you okay? Tell me like, you're sick. Like, my gosh, what's going on? I know there's been a bug going around. Someone says I can't make it from work. my gosh. Like, I'm so sorry to hear that. Tell me what's going on. Let's find a solution. I know Dr. wanted to see you.   I can't wait to see you and I know there's gonna be a solution for us. Production and patient focus. And I think when teams see that you don't have to be one or the other, production focus can come across aggressive, patient focus can come across non-aggressive and very like twiddling my thumb sometimes. And so I'm like the true win is the middle ground. The true win is where we see that patients need to feel loved.   and important and that they're humans. And they also need to see that we love them so much. And we're going to make sure that they get the treatment that they need to get done. And we're going to help use our words to make sure it's easy for them to say yes. Both are doable. Both are right. Both are necessary. This is how you guys are able to have it. And so I think you guys can have conversations with the team. How can we be patient and production focused? How can we marry the two because we know the best practices are both.   They are, there's not one lever that's stronger than the other. Both are married together as a perfect whole, two perfect complete whole. How can we be more, if you know from, remember we did an audit, if you know you're a little more production focused, how can you be a bit more patient focused? Have that come up in the team. If you know you're a bit more patient focused, how can we be a bit more production focused? And I know you might be bristling on both sides. Production focused people might think that, my gosh, it's a complete waste of time to be patient focused.   Patient focused people, they're like, my gosh, you'll maybe be aggressive and like force these people into treatment. The answer is no to both of those. Us treating people like human beings, production focused teams will actually make those patients want to be here more. Our teams that are more patient focused, turning more production focused, it's gonna help us make sure that we're not missing things on the patients, that we're not doing inadequate care. And that actually that patient's not leaving confused and that they truly know what they need to do. And it's very clear of next steps for them.   Clear is kind. Being direct is kind. Loving people as people is kind. So I'd really encourage you to adopt this into your practice. And if you struggle with this, if your doctor is like, ⁓ I am not having that team meeting, I'm not having that conversation, great. That's why we have a job. That's what we love to do. Our job is to align doctors and team members to help team members see that production is patient focused and to see that patient focus is production focused. Both sides are necessary.   You need both of them. And so to be able to help you and your team get there, I think is a beautiful thing. So I would really, really, really encourage you to be patient and production focused, both of them. Look to see where you could be a little bit more on whichever side you don't naturally lean to. I know you can already do more on the side that you naturally lean to. Go the other side. I want you to think about it. I want you to bring that into your culture. And I'd really encourage you. And if you struggle with this or you're like, I don't really know how to do this, reach out. Hello@TheDentalATeam.com.   It's not just about this. It's about other goals. It's about other spaces. It's about other awkward conversations that you just don't know how to navigate. It's about getting your team and you doctors rowing in the exact same direction. And that's what we're here to do. So reach out. Hello@TheDentalATeam.com. And as always remember, patient and production is purpose driven dentistry. And that's what you're here to do. And I know that you're here for that. I know that you care so much about your patients and that's why I wanted to really bring this up. So thanks for the pen pal. Thanks for writing. I'd love to hear from more of you. Hello@TheDentalATeam.com.   Go to our website, give me some more topics and reach out. I'd love for you to be one of our 500 practices. We get to help love serve and have that be the purpose to positively impact and change your life for the better. Not just your practice, but you as a person. Because at the end of the day, I care about you as a human being. I care about you thriving. I care about you having the practice of your dreams and having the team of your dreams because I care about you as a human. So reach out and as always know that I'm rooting for you. Know that I care about you.   Know that I adore you as always. Thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

Welcome to this special New Year episode of the Profit Cash Growth Podcast. Recorded between Christmas and New Year, the episode is a 2025 rewind that highlights the year's most downloaded shows, our personal favourites and the key lessons for six- and seven-figure business owners who want to grow profits and improve cashflow. Listen for practical frameworks, worksheets and links in the show notes (including a KPI worksheet), sign-up details for their newsletter, and guidance on when it's time to upgrade your finance team or challenge your current accountant. This episode is a compact, actionable New Year starter to help business owners plan for profitable, cash-healthy growth in 2026. ⭐ Rate, Review & Share this episode with fellow business owners, and let's grow together! ⭐ Subscribe to the weekly newsletter to get Expert Advice Straight to Your Inbox: https://www.profitcashgrowth.com/subscribe ⭐ Get a Free copy of Claire's book Profit By Numbers: https://www.profitcashgrowth.com/book   VALUABLE RESOURCES Website LinkedIn YouTube Facebook ABOUT THE HOST: Claire Hancott through Profit Cash Growth helps 6 & 7 figure business owners to increase their profit, improve their cashflow and grow their business using their numbers. As a finance director & chartered management accountant, Claire has nearly 20 years' experience in finance and running businesses of her own. This gives her a unique insight into the information and support business owners need to grow a financially successful business. Claire passionately believes that every business should be run by the numbers because the numbers in your business are telling you a story about what is and isn't working and where your opportunities lie. Claire's mission is to provide insightful management accounts, reports and advice to business owners and support them to make smarter decisions.    *The content of this podcast is for entertainment purposes only and does not constitute professional advice.

回望 2025，人工智能的引擎依然高速运转，但关于 AI 泡沫的质疑也从未停止。 今天的节目是硅谷徐老师 Howie 与真格基金的管理合伙人戴雨森站在2025年年末的对谈，Howie 与雨森聊了聊中美大模型这一年的追赶趋势，AI 公司的商业化路径，还有美股七巨头的长期发展，也聊了聊对 AI 泡沫的质疑、资本投入与回报的巨大鸿沟，以及2026年 AI 企业面临最大的考验是什么。 本期人物 硅谷徐老师 Howie，硅谷高管、投资人、安全AI浏览器Norton Neo创始人。小红书：硅谷徐老师 戴雨森，真格基金的管理合伙人 主要话题 [00:14] 2025 年，AI 行业有哪些出乎意料的变化？ - 中国模型公司的追赶速度明显超出年初预期 - 开源模型的主导权正在向中国转移 - 市场对 AI 的信心与对泡沫的担忧同时上升 [03:02] 中国模型为什么能在一年内追得这么快？ - 头部 SOTA 的进展从「阶跃式」变成更 incremental 的提升 - 训练成本与推理 API 价格都在显著下探 - 开源生态从年初的 LLAMA 叙事转向「中国开源模型的天下」 [07:59] 为什么硅谷又冒出一批「以研究为主」的新 AI Lab？ - 现有范式还能榨取空间，但不再是指数级/阶跃式增长 - 新范式需要更宽松、更 bottom-up 的研究环境，而不是 KPI 赛马 - 做范式创新不一定需要百亿千亿，但需要长期探索自由 [08:57] 为什么说「过去是 scaling 的日子，现在要回到 research 的日子」？ - Pretraining + Posttraining/RL 仍有效，但边际收益在放缓 - 真正想逼近更强的自我学习能力，需要研究突破来解锁 - 中美顶尖研究员开始聚焦相似的「下一步问题」（如 continuous learning、世界模型等） [22:28] Agent 为什么是「十年的开始」，而不是一年结束战斗？ - 真正的 Agent 更接近 L3：给目标与资源，能规划、执行、反思、调整 - 难点不在演示，而在完成度、可靠性与「谁来背锅」 - corner case 与错误后的 self-recovery 才是长期瓶颈 [38:06] AI 创业为什么不像移动互联网那样靠分发赢？ - 移动互联网更像分发渠道创新，AI 更像 RD 驱动的代际迭代 - 现在用户时间已被占满，新应用获客是一场「Uphill battle」 - 最有效的路径是把模型能力做成「魔法时刻」的产品体验，靠口碑扩散 [43:45] AI 到底怎么赚钱：订阅、广告还是用量计费？ - 先有好产品，再慢慢长出原生商业模式是常态（类比 Google/Facebook） - Chatbot 对搜索广告有冲击，但广告更像存量博弈（从 Google/Meta/TikTok 抢） - Token 只有 SOTA/near-SOTA 能长期收费，随后会商品化走向 flat rate/开源/端侧 [52:42] 为什么 2026 年是 AI 的第一次「交作业之年」？ - 市场已经在交易 2026、甚至 2027 的预期，预期被打得很满 - 边际定价者越来越在看用户、收入、兑现节奏，而不是宏大叙事 - 低垂果实快摘完了，提高付费率与 ARPU、跨越鸿沟都比想象难 [01:05:59] AI 时代，美股七巨头谁更危险，谁还有机会？ Knock Knock 世界年度榜单

【本集節目由 哈佛人資研討會 贊助播出】 一年又要結束了，你是不是也在心裡幫自己打分數； 「今年好像也沒什麼突破」、「忙很多，但說不出自己到底哪裡變強」？ 這集不聊 KPI、不聊年終績效，而是陪你用三位管理大師的觀點，好好回顧2025，順便為2026的自己做出不一樣的改變：

Most business owners head into a new year chasing big goals and big growth, while quietly ignoring the numbers that actually determine whether the business wins or bleeds. In this episode of The Idaho Business Podcast, we break down why profits are unnatural, why they disappear without discipline, and how reviewing your KPI's, P&L, and balance sheet at year-end gives you real leverage going into the new year. We walk through the 2–3% Rule—how small, intentional improvements in turnover, pricing, and expense control can create massive, compounding results. You'll hear practical examples, including what reducing employee turnover by just 3% can do for a 50-person team, and how a modest 2–3% price increase across 90 customers can add tens of thousands of dollars to your bottom line. This isn't about working harder or chasing a miracle year. It's about tightening standards, assigning ownership, and making disciplined decisions that protect profit and strengthen your business for long-term growth. If you're serious about running a cleaner, more profitable business—and not just a busy one—this episode is your starting point.   If you are feeling the love, make sure to subscribe, rate, and review on iTunes, Spotify, YouTube, or wherever you are!! If you'd like to be featured on an episode go to theidahobusinesspodcast.com to APPLY! Apple Podcasts Spotify YouTube

Send us a textWhat if the fix for burnout, donor fatigue, and stalled partnerships isn't another webinar, but a better conversation? We sit down with Tasha Van Vlack, founder and CEO of Nonprofit Hive, to unpack how simple one-to-one matchmaking helps nonprofit pros feel seen, swap solutions, and spark collaborations that actually stick. From role-based pairing to safety-in-strangers design, Tasha shares the small systems that turn isolation into momentum.We explore the pressures reshaping the sector—post-pandemic staffing gaps, rising expectations, and funding uncertainty—and talk through a practical reset: protect time for curiosity, treat networking as a creative tool, and measure connection like any other KPI. You'll hear why great partnerships create clarity rather than chaos, how to identify your organization's zone of genius, and when to gracefully pause a misfit collaboration. We also dig into the psychological hurdles—scarcity mindsets, local competition, and fear of idea theft—and offer tactics to lower the stakes while raising the value.Donors will find a candid roadmap for engagement beyond the glossy report. Think voice-memo updates, WhatsApp groups for real-time wins and needs, live video walk-throughs from the field, and small, transparent experiments that welcome learning—not just outcomes. Tasha's stories from global peers, from rural Uganda to national networks, reveal how consistent, human-scale rituals can restore hope and drive measurable impact.  Hive: https://thenonprofithive.com/If you believe radical collaboration beats going it alone, this conversation gives you concrete steps to start. Subscribe, share with a colleague who needs a lift, and leave a review with one low-stakes connection habit you'll try this week.A link to our website: helpingchldrenworldwide.org ____Firmly Rooted - A new documentary on orphanage response - the right way!To view the released trailer and sizzle reel, go to https://firmlyrootedfilm.com/or to https://www.helpingchildrenworldwide.org__________ ____Organize a Rooted in Reality mission experience for your service club, church group, worship team, young adult or adult study. No travel required. Step into the shoes of people in extreme poverty in Sierra Leone, West Africa, Helping Children Worldwide takes you into a world where families are facing impossible choices every day.Contact support@helpingchildrenworldwide.org to discuss how. Give to a 25 year legacy - plant seeds of hope! ________Travel on International Mission, meet local leadership and work alongside them. Exchange knowledge, learn from one another and be open to personal transformation. Step into a 25 year long story of change for children in some of the poorest regions on Earth.https://www.helpingchildrenworldwide.org/mission-trips.html******Support the showHelpingchildrenworldwide.org

What happens when leaders stop managing KPIs and start leading people?In this episode of the Mastervision® Podcast, Sabahatt Habbib, Chief People & Culture Officer at The Giving Movement, openly shares her experience of building high-performance teams through empathy, transparency, and accountability. Sabahatt explains why, in her organisation, every KPI has a human story behind it, and why true leadership starts with being a good person.Together, we explore:▪️Can kindness and responsibility coexist effectively at work?▪️How do you give honest feedback without creating pressure or fear?▪️How can leaders work successfully with Gen Z employees?▪️How does brand purpose influence employee behaviour?▪️How do you create a culture where people perform, grow, and stay?This conversation is grounded in real experience of a people-first organisational culture outperforming traditional high-pressure models.Do you believe this approach really works in today's fast-paced, AI-driven world? Watch the episode and share your thoughts in the comments.______Follow our Mastervision® Podcast on YouTubeSubscribe on platforms to get new episodes early: YouTube Music Apple Podcasts Spotify

Welcome to our annual New Year's special of I Need To F_*_ing Talk To You! Ken Cameron and Russell Stratton are back to tackle the time of year when leaders lose their minds: January, the month of 47 new goals before anyone's recovered from holiday carb fog.In this episode, we break down why most corporate goal-setting sessions flop, from KPI inflation and “stretch goals” that break your team, to the illusion that people magically change just because the calendar flipped. Ken and Russell share brutally honest examples, including:The “We Want Innovation, But Don't Change Anything” Goal – expecting creativity without adjusting processes or approvals.The “Engagement by Force” Goal – forcing employee surveys that kill authenticity.The “Do More With Nothing” Fantasy Goal – asking for impossible results without resources or support.More importantly, we provide practical, no-bullsh*t solutions: redesign constraints, reward attempts, normalize honesty, face operational realities, and create collaborative, measurable, and sustainable goals.If you're a leader ready to set real goals that actually work—and avoid the typical corporate theatre—this episode is for you.Subscribe & Share:If you enjoyed this episode, don't forget to subscribe and leave us a review. Share it with your colleagues who might need a fresh perspective on thriving in challenging work environments!—  Ready to take your difficult conversations to the next level?Get our book: I Need To F***ing Talk To You! | The Art of Navigating Difficult Workplace ConversationsAvailable on:AmazonOwl's Nest BooksShelf Life BooksVisit our website: ineedtof-ingtalktoyou.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

**JOIN THE PRINT YOUR THING LIVE CHALLENGE FOR FREE** 5-Day LIVE Challenge to Learn How to Create + Sell Your Own Planner, Devotional, or Journal of your Dreams! With Horacio Printing Founder, Polly Payne WHEN: January 12th - 16th 9:00 AM PST • 10:00 AM MST • 11:00 AM CST • 12:00 PM EST www.horacoioprinting.com/print Ready to learn how to plan your business dreams without overwhelm? In today's episode, I'm teaching you my 5-step business dream planning process so you can move into the new year with clarity, confidence, and peace. ✨ Episode Summary: This is one of the most requested episodes of the Dream Printing Podcast—and for good reason. I'm walking you through exactly how I plan my business goals and dreams every year, using a blend of data, reflection, prayer, and strategy. You'll learn how to: Review your KPIs to make grounded, data-driven decisions Reflect on the past year to dream wisely for the next Audit your funnels to eliminate leaks and confusion Create projections that actually make sense Build a KPI system that becomes your business scoreboard Whether you're running a product-based business, a service-based business, or dreaming of starting one—this episode will give you the clarity you've been craving. About me: I'm Polly Payne, the CEO and founder of Horacio Printing. I've sold more than 45,000 Dream Planners worldwide along with Bible studies and journals. I now help other dreamers do the same through Print School.

Your “source of truth” for customer acquisition isn't GA4. It's what people tell you when they sign up — and right now, that story is changing fast.In this episode, we unpack a simple but brutally effective tactic: adding a required “How did you hear about us?” field to your signup form — and using that data to understand where real discovery is happening. The surprise? More and more B2B customers are saying social media, even when analytics tools claim otherwise.But here's the deeper shift: organic social is hard to measure… unless you track the right trailing indicator. That indicator is branded search.You'll learn how to use Google Search Console to track brand-name impressions over time, why it's becoming the only KPI that matters for modern founder-led marketing, and how branded search creates a defensible moat competitors can't easily steal.If you're planning your marketing strategy for 2026, this is the measurement system you need.What You'll LearnWhy signup form attribution is often more reliable than your analytics dashboardsThe biggest B2B acquisition shift happening right now: from search → socialWhy organic social is nearly impossible to ROI… and how to measure it anywayThe “branded search” metric that acts as a trailing indicator for social discoveryWhy branded search is a marketing moat your competitors can't take from youHow to build a branded-search chart using Google Search Console in minutesThe exact prompt to pull branded impressions by query and track them over timeTimestamps00:00:00 - Customer Discovery Starts at Signup00:00:10 - The Shift: Search → Social00:00:31 - Why Organic Social Now Matters Most00:00:52 - The Measurement Problem (and the Fix)00:01:12 - Branded Search = Your Trailing Indicator00:01:33 - Why Branded Search Is a Moat00:01:54 - Where to Invest Time, Money, and Energy00:02:04 - The 2026 Strategy: Grow Brand Searches00:02:15 - How to Track Branded Search in GSC00:02:25 - Building the Branded Impressions Chart00:02:46 - Live Demo: Google Search Console Setup00:03:07 - Final ThoughtsKey Topics & Insights1. Signup Attribution Beats Analytics (Almost Every Time)One of the fastest ways to understand how customers actually found you is simple: add a required “How did you hear about us?” field in your signup form.Why it works:It captures customer intent in their wordsIt reveals channels analytics often misattributesIt shows the real discovery story (not the last-click story)And the punchline: it often contradicts what GA4 says.2. The B2B Discovery Shift: Search → SocialIf you've been paying attention to the data, something big is happening:People aren't discovering new software products through search anymore. They're discovering them on social — then Googling them afterward.This shift has accelerated over the past 12–18 months. Even in B2B, where trends typically lag behind DTC.What this means:SEO is no longer the first touchpointSocial is becoming the top-of-funnel discovery engineSearch is evolving into a validation channel3. Organic Social Has a Measurement ProblemThe hardest part about investing in organic social is that it's difficult to tie to ROI.Whether you're doing:Founder-led contentCreator sponsorshipsCommunity distributionOrganic growth loops…it doesn't fit neatly into traditional attribution.So instead of forcing bad ROI models, track the trailing indicator that proves social discovery is working.4. Branded Search Is the Trailing Indicator That MattersHere's the key idea:When someone discovers your product on social, they don't click your link. They Google your name.That branded search becomes the measurable proof:A discovery event happenedPeople care enough to look you upYour brand is entering the market's memoryThis is why branded search growth is one of the strongest indicators of momentum.If branded search is increasing month-over-month, your brand is winning.5. Branded Search Creates a Defensible MoatThis is where it becomes more than measurement — it becomes strategy.Branded search is difficult for competitors to steal. Once people are searching your name, you own that demand.The only way competitors can interfere:They bid on your brand in Google AdsThey try to outspend youOr they attempt to confuse the marketBut that's expensive, obvious, and usually temporary.So branded search is not only a KPI — it's defensibility.6. How to Track Branded Search in Google Search ConsoleThis is the tactical part.To track branded search over time, you want a chart that shows:Impressions over timeFor queries containing your brand nameCaptured in every format your audience might type itAnd this is surprisingly easy to pull from Google Search Console.7. The Exact Chart & Prompt to Build ItThe goal is to extract Search Console impressions where queries include your brand name.Example prompt:“Build a chart showing total impressions over time for queries containing ‘YOURBRAND'.”Then your job becomes simple:Increase branded impressions month-over-month through:social contentdistributioncreator partnershipspodcast mentionsrepeated brand exposureconsistent visibilityThis becomes the clearest signal that marketing is compounding.Action Steps (Do This Today)Add a required “How did you hear about us?” field on signupReview responses weekly (and compare against analytics)Use Google Search Console to track branded query impressionsCreate a monthly KPI: branded impressions growthUse branded search growth as the scoreboard for your organic social effortsSponsorToday's episode is brought to you by Graphed – an AI data analyst & BI platform.With Graphed you can:Connect data like GA4, Facebook Ads, HubSpot, Google Ads, Search Console, AmplitudeBuild interactive dashboards just by chatting (no Looker Studio/Tableau learning curve)Use it as your ETL + data warehouse + BI layer in one placeAsk:“Build me a stacked bar chart of new users vs. all users over time from GA4”…and Graphed just builds it for you.

Stephen Borer is a Partner at DMC Recruitment Group.   In this episode of Specified Growth Podcast, Stephen talks about his background in recruitment and what he loves about the building materials industry. He also discusses having genuine relationships over transactional interactions, his unique anti-KPI business approach, and more. Don't miss this episode of Specified Growth Podcast!     Please reach out if you have any feedback or questions. Enjoy!    Twitter: @TatsuyaNakagawa Instagram: @tats_talks LinkedIn: Tatsuya Nakagawa  YouTube: Tats Talks www.tatstalk.com www.castagra.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Rydel is overhauling its coaching model from a siloed, meeting-heavy structure to a single-coach model, freeing up franchisee time and focusing support on their weakest areas.The new model combines generalist coaches with on-demand Subject Matter Experts (SMEs) for deep expertise, using a "traffic light" KPI dashboard to quickly identify problem areas.The CEO's recent meeting demonstrated a powerful moderation technique: enforcing a strict agenda and no-slides rule to cut meeting time by ~50% while increasing critical discussion.A debate on franchising vs. corporate-owned growth highlighted the trade-off between rapid expansion (franchising) and higher profit margins (corporate), with the key differentiator being the owner-operator's long-term commitment.Austin owns two of Rydel's eight strategic initiatives:File Drive Cleanup:Problem: An informal Google Drive system with incorrect permissions and redundant documents became unmanageable for the 80-person team.Solution: Migrate all files to a new "Shared File Library" with G Suite-managed permission groups, creating a single source of truth and a virtual ops manual.Coaching Team Development:Problem: The previous model of specialized coaches (sales, production, business) led to redundant meetings for high-performing franchisees and failed to focus support where it was most needed.Solution: Implement a new model with a single, generalist coach per franchisee, supported by a pool of on-demand SMEs for deep expertise.Old Model:Specialized coaches (sales, production, business) met with franchisees on a fixed schedule (e.g., 7 meetings/month).This created redundancy for high-performers and didn't focus support on a franchisee's weakest areas.New Model:One generalist coach per franchisee.Coaches are cross-trained on all business pillars (sales, production, finance) for "whole thinking."Coaches use a "traffic light" KPI dashboard to quickly identify red/yellow areas and prioritize support.For deep expertise, coaches can deploy on-demand SMEs (e.g., a production manager) to provide targeted, hands-on help.John's Question: Why franchise, given the heavy support infrastructure, instead of growing with corporate-owned stores?Austin's Rationale:Faster Growth: Franchising enables more rapid location expansion.Owner-Operator Commitment: Franchisees have significant sunk costs (financing, 5-year minimum term), creating a stronger, longer-term commitment than an employee.Entrepreneurial Profile: The model attracts owner-operators, not managers, who are willing to take on risk for greater reward.The CEO's meeting demonstrated a highly effective moderation technique:Strict Agenda & No Slides: Enforced a firm end time and banned slide decks, forcing concise, critical discussion.Efficient Moderation: Guided the conversation to stay on-topic, cutting meeting time by ~50% while increasing productivity.Unique Ability: The skill to listen for what matters and remove signal from noise.Project Management: A Udemy course on project management.Hiring: Who by Geoff Smart.Integrity: A shared document defining integrity as:Keeping your word.Notifying all parties if you cannot keep your word.Cleaning up any resulting mess.

In this episode of Healthy Mind, Healthy Life, host Sayan sits down with Dr. Christal L. Badour to cut through the internet noise around trauma healing. They break down what actually happens in the brain and body during trauma. Why memory can show up as vivid snapshots with gaps. And why that is a survival feature, not a personal defect. Dr. Badour also explains how to spot credible healing information in a world full of “pretty but flimsy” wellness content. She points listeners to research-backed sources like global and national trauma organizations, then adds a grounded take on generative AI. It can help you find reputable resources, but it is not a replacement for real clinical care or human connection. The conversation closes with a practical shift. Trauma-informed environments change everything. Families, workplaces, and communities can support recovery by moving from “what's wrong with you” to “what happened to you” and “what do you need.” About the Guest: Dr. Christal L. Badour is a licensed clinical psychologist, researcher, and founder of Science for Survivors. She has led federally funded research on PTSD and substance use, trains clinicians, and translates paywalled research into real-world language survivors and communities can use. Key Takeaways: Trauma responses start during the event. Your brain's #1 KPI is survival, not comfort. The limbic system ramps up fast. The amygdala helps drive threat detection and intense emotions. Trauma memories can store as sharp snapshots with gaps. That is common and not “proof” you are broken. Confusion after trauma is often the brain reviewing threat data, not weakness or failure. Online healing content can look credible because production quality is not evidence. Packaging is not peer review. Start with research-grounded hubs like the World Health Organization and major trauma education networks. Evidence-based tools and spiritual reflection can coexist. Real humans do not heal in tidy categories. Generative AI can act like an advanced search engine for credible sources. It should not replace therapists or care teams. Trauma and substance use often intersect. Coping via substances is not a moral failing, but it can become harmful over time. Trauma-informed workplaces improve outcomes. Shift from blame to support and psychological safety. How Listeners Can Connect With the Guest Website: http://www.scienceforsurvivors.com/  Explore Dr. Badour's blog on trauma recovery science. You can also find details on her services and professional work there. Want to be a guest on Healthy Mind, Healthy Life? DM on PM . Send me a message on PodMatch DM Me Here: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer. Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty. storyteller, survivor, wellness advocate. this channel shares powerful podcasts and soul-nurturing conversations on: • Mental Health & Emotional Well-being • Mindfulness & Spiritual Growth • Holistic Healing & Conscious Living • Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters.

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Joe and Robert kick off their annual predictions episode by grading last year's forecasts using ChatGPT. They revisit what hit, what missed, and why context often ruins otherwise solid predictions. Along the way, they discuss AI's uneven progress, platform power shifts, crypto hype, nostalgia marketing, podcast attrition, and the growing tension between tech optimism and cultural fatigue. The episode closes with fresh predictions spanning marketing, media, sports, and culture. Key Topics and Takeaways 2025 Predictions Reviewed (with AI grading) BlueSky stalls while X stabilizes and improves monetization TikTok avoids a ban and continues to grow despite regulatory pressure AI image tools (including early Sora) underwhelm initially Bitcoin fails to hit $200K despite strong institutional momentum Generative AI stumbles, but without a single catastrophic "AI Chernobyl" Online sports gambling faces increased scrutiny and structural pullbacks Podcast attrition accelerates quietly ("pod fading") Major brands lean hard into nostalgia as a hedge against AI sameness One major political prediction completely misses 2026 Prediction Overview Joe goes deep into the importance of email as an indication of humanity and states that the reply rate will be the key KPI for email moving forward. In addition, he makes big bets on: - Famous creators stopping their channels - Elon Musk's net worth at the end of the year - Apple buying Disney Robert believes that AI strategy will no longer be in vogue, and marketers will stop using it altogether because AI will be integrated into everything. Robert also discusses "the Mamdani effect" and how it will take over the election process. Tune in to the episode to get all the predictions right up to the very last minute.  Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

Ted Sporre & Niklas Hammar, VD och medgrundare WeSports Group, två ledare som inte bara har byggt bolag med precision och tempo, utan nu även förbereder sig för en börsnotering, gästar podden Framtidens E-Handel och pratar om hur man bygger bolag med struktur, tempo och mod – och hur IT, affär och kundnytta måste samspela för att skapa verklig förändring. Vi får följa deras resa från digital transformation inom Stadium till grundandet av WeSports, och vad som krävs för att leda i tillväxt – utan att tappa det operativa greppet.07:15 – Hur logistik, IT och verksamhet integrerades för ökad effekt10:00 – Vikten av gemensamma mål mellan tech och affär12:40 – Varför digital transformation ofta misslyckas15:30 – Rätt tempo, rätt ägarskap – så drevs förändringen internt18:10 – Skillnaden mellan förändring på papper och i verkligheten21:45 – Hur de byggde automatiserat flöde i logistikkedjan25:00 – Varför agilt arbetssätt måste kopplas till affärsnytta28:20 – Från WMS till produktdata – tekniska investeringar med effekt32:10 – Så satte de datadrivna KPI:er i logistiken35:30 – Hur de jobbade med IT som möjliggörare – inte broms42:00 – Ledarskap i förändring: transparens, förtroende och tydliga roller48:15 – Så hanterade de legacy-system och interna silos54:30 – Skillnaden mellan att leda förändring i olika retailmiljöer57:10 – Hur man skapar innovation utan att tappa driftfokusHär hittar du Ted, Niklas & WeSports Group:https://www.linkedin.com/in/tedsporre/https://www.linkedin.com/in/niklashammar/ https://wesportsgroup.com/ Sponsor Shopify:www.shopify.com/framtiden Följ Björn på LinkedIn:https://www.linkedin.com/in/bjornspenger/ Följ Framtidens E-handel på LinkedIn:https://www.linkedin.com/company/framtidens-e-handel/ Besök vår hemsida, YouTube & Instagram:https://www.framtidensehandel.se/ https://www.instagram.com/framtidens.ehandel/ https://www.youtube.com/channel/UCEYywBFgOr34TN8NtXeL5HQPoddproducent och klippare Michaela Dorch & Videoproducent Fredrik Ankarsköld:https://www.linkedin.com/in/michaela-dorch/ https://www.linkedin.com/in/ankarskold/ Tusen tack för att du lyssnar!Support till showen http://supporter.acast.com/framtidens-e-handel. Hosted on Acast. See acast.com/privacy for more information.

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Send us a textWhy Vanity Metrics Are So TemptingClicks, impressions, and giant top-line numbers feel good—and they're easy to measure. Anthony explains that brands and agencies often lean on these because they make progress look “sexy” in a deck, even when they don't connect to business outcomes.The Metrics That Actually MatterKendra presses on what marketers should track instead. Anthony breaks it down by funnel stage and business model:For B2B and lead-gen teams:Lead volume and lead qualityConversion behavior after the click (time on site, page depth, engagement paths)Feeding those quality signals back into ad algorithmsFor e-commerce:Revenue per campaignCost per acquisition (CPA) vs. customer lifetime value (LTV)Target CPA thresholds to ensure profitabilityAnthony's bottom line: The two most important metrics are CPA and LTV—and every other KPI should support them. When Algorithms Work Against YouA huge chunk of the episode is about how campaigns go sideways when the wrong signals are optimized. If you optimize for clicks, the algorithm finds more clickers—not buyers.They dig into how metrics aren't bad—they're just often misused.Examples Anthony gives:ROAS is critical for shopping/e-commerce conversion campaigns.Video view-through rate matters for awareness campaigns, since the goal is warm-audience building.Target impression share is valuable in branded search as a defensive move, ensuring competitors don't steal your brand traffic. Competitor Bidding: Old Advice vs. NowKendra asks about the old-school thinking that bidding on competitor names doesn't work. Anthony clarifies the difference between:Branded defense campaigns (protecting your own name)Competitor conquesting campaigns (showing up as an alternative in a buyer's search)He argues conquesting can be effective because you only pay on clicks, yet still gain impression value and market-share opportunities. Balancing Short-Term Pressure with Long-Term GrowthB2B cycles are long, and clients want fast wins. Anthony recommends a full-funnel budget split:Some spend for the 1% ready to buy now (lower funnel)Significant investment to warm the other 99% (awareness + consideration)Biggest Lesson Learned: Simplicity ScalesAnthony closes with his core marketing takeaway: The best campaigns aren't the busiest—they're the clearest. When you focus on the right audience, the right offer, and the right KPIs, everything improves: creative, reporting, and results that compound over time. If you want to connect with Anthony or learn more about Volo Media, check out the links below.  And if you've ever been sold a pretty dashboard full of meaningless numbers… this one's for you. Connect with Anthony:Website: https://www.vallomedia.com/LinkedIn: https://www.linkedin.com/in/anthonychi Looking to leverage AI? Want better results? Want to think about what you want to leverage?Check and see how I am using it for FREE on YouTube. From "Holy cow, it can do that?" to "Wait, how does this work again?" – I've got all your AI curiosities covered. It's the perfect after-podcast snack for your tech-hungry brain. Watch here

Les objectifs sont les moteurs de nos avancées en business ! Je les vois comme des balises sur le chemin qui vous mène à ce que vous souhaitez réaliser

April co-founder and CEO Ben Borodach joins Fund/Build/Scale to break down how he built a compound startup in one of the hardest markets in fintech: U.S. taxes. We talk about why some problems can't be solved with a simple wedge product, how to sequence engineering, compliance, and distribution, and what it takes to operate inside complexity for years before the market catches up. Ben shares the early customer discovery work, the “science experiments” that shaped April's product, and the cultural frameworks he and his co-founder developed before they wrote any code. If you're an early-stage founder deciding what to build — or how to build it — this episode offers a clear playbook for choosing hard problems and de-risking them the right way. RUNTIME 48:00   EPISODE BREAKDOWN 01:08  How Ben and Daniel met + connecting over complex data problems 01:47  Ben's background: Deloitte, crypto infra, cyber, fintech 02:51  Why pick tax? Choosing a hard, high-impact market 03:44  Outdated incumbents + the opportunity hidden in “don't touch that” markets 04:57  Why tax innovation is so rare: regulatory hurdles and decades-old engines 05:29  Founder-market fit: complementary backgrounds + AI expertise 06:38  Translating congressional law into code + achieving 20× engineering leverage 07:25  The pseudo-manifesto: conflict resolution, culture, and founder alignment 08:40  What “compound startup” means and why narrow wedges don't work in B2B 09:57  Stitching data, workflows, and software into a flexible platform 10:39  Building for multiple configurations across financial institutions 11:26  How complexity becomes a moat 13:01  Why compound startups require longer gestation and patience 14:46  Sequencing layers: engine → coverage → interfaces → embedded infra 15:50  The rigid annual regulatory calendar and “Manhattan-style” planning 17:13  Serving customers early: friction with the market by design 18:46  Manual work vs. automation: the constant balancing act 19:27  The early KPI wasn't revenue  it was proving technical and trust viability 20:46  Running “science experiments” to de-risk assumptions 21:16  Investor expectations vs. seasonal learning cycles 22:47  Surviving four years of annual gauntlets before scale 23:02  Inside the regulatory maze: IRS approval, state forms, arbitrary specs 24:04  Data governance challenges: CCPA, IRS 7216, portability 25:20  Why April participates in the industry's private governance body 26:18  Why April chose embedded distribution over a consumer app 27:32  The crumbling moats of financial institutions 29:08  Tax as the missing data layer enabling personalization 30:47  How customer discovery differed across banking, wealth, and SMB 31:07  Thousands of conversations across dozens of institutions 32:51  What April had to prove at Seed, Series A, Series B 33:49  Why rigid VC benchmarks can be unhelpful for complex companies 37:02  Headcount growth: seed → A → B 38:20  Why Ben doesn't interview every employee anymore 39:48  Founder evolution: doing → delegating → maintaining quality 40:55  Resilience, wellbeing, and founder longevity 41:39  The mythology of 996 and why it's unsustainable 44:07  The most common mistakes first-time fintech founders make 46:14  The one question Ben would ask if he were interviewing a founder LINKS Ben Borodach April Daniel Marcous april Raises $38M Series B to Embed Tax into Every Financial Decision April Careers   SUBSCRIBE

A CMO Confidential Interview with Kate Bullis and David Wiser, Managing Partners and Global Marketing Practice Leaders for ZRG Partners. Kate and David translate their extensive search experience to classify common mistakes into "movie themes" and share tips on how to recognize if you are directing or reading for a part in a disaster film. From "Play It Again, Sam," to "No, No, It's Really A CMO Role!" to "Death by Committee!" they describe the all-too-familiar plotlines and how to tear apart the hype from the facts. Hints: Look at the dashboard, listen to the questions and beware of the "Hands on the keyboard" role. Tune in to hear why companies should focus on outcomes versus qualifications and why you should always check your Zoom background. What are the five bad “movies” CEOs and boards keep remaking when they hire CMOs—and how do you avoid starring in one? Mike Linton sits down with ZRG Partners' Kate Bullis and David Wiser to unpack 2025's CMO market, why early-stage hiring should rebound, and how capital and IPO activity reset expectations from “profit at all costs” back to growth. They break down the most common failure modes—chasing a playbook, hiring an “orchestra,” titling a demand-gen job as “CMO,” forcing marketing to “stay in its lane,” and letting committees kill momentum—and the exact questions candidates and CEOs should ask to surface scope, KPIs, authority, and alignment.You'll hear red flags like “hands-on keyboard,” why the KPI dashboard effectively *is* the job description, and how cross-functional interviews reveal whether a CMO will be a strategist or an order taker. David and Kate close with urgency discipline for searches and a three-year business-back plan for defining the role.CMO Confidential, Mike Linton, ZRG Partners, Kate Bullis, David Wiser, CMO hiring, marketing leadership, executive search, CEO, board of directors, hiring mistakes, KPI dashboard, hands-on-keyboard, demand generation, brand vs performance, org design, stay in your lane, death by committee, playbook vs framework, 2025 job market, private equity, IPOs, marketing strategy, B2B marketing, growth vs profitability---Chapters00:00 – Welcome & show setup01:08 – Meet Kate Bullis & David Wiser (ZRG Partners)01:32 – 2025 CMO job market outlook02:56 – Where hiring rebounds first (startups vs. public)04:24 – From profitability snapback to growth focus05:35 – Theme 1: “Play it again, Sam” (playbook thinking)06:48 – Frameworks over playbooks: why “fetch” fails08:16 – KPIs as the real scope: the dashboard test10:08 – Theme 2: “I want the orchestra” (do-it-all CMO)12:44 – Red flag: “hands-on keyboard” and checkbox hiring14:19 – Theme 3: “No, really, it's a CMO role” (but it's demand gen)15:31 – B2B trap: title inflation and scope mismatch18:25 – Measure what matters: aligning title, work, and KPIs19:00 – Theme 4: “Stay in your lane” (the Yes Center)20:20 – Sales/product-driven constraints and influence22:00 – Theme 5: “Death by committee” (misalignment & vetoes)23:18 – Fixing alignment: who decides and how25:26 – Why bad movies still get made: urgency and drift27:54 – The other mistake: lack of urgency in searches28:43 – Funniest recruiting moments (Zoom era)30:21 – Practical advice: define the next 3 years, then the role31:29 – Wrap and where to listenSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

În acest episod vorbim cu Domnica Petrovai despre partea nevăzută a leadershipului: felul în care emoțiile, relațiile și istoriile personale influențează viața unei echipe. Domnica are peste douăzeci de ani de experiență în lucrul cu lideri și organizații și spune adesea că echipele funcționează ca niște sisteme de atașament, unde siguranța psihologică devine fundația colaborării.Am discutat despre blocajele emoționale ale liderilor, despre evitarea conversațiilor dificile și despre cum tensiunile nerezolvate ajung să consume energie, timp și rezultate. Domnica explică de ce, în multe organizații, dificultățile nu vin din obiective, ci din felul în care oamenii interacționează.Am vorbit și despre ce înseamnă leadership autentic într-o cultură în care am oscilat între tăcerea completă despre emoții și exprimarea lor fără limite. Domnica pune accent pe echilibru, pe limite sănătoase și pe responsabilitatea fiecăruia în a păstra relațiile funcționale. În cuvintele ei, „compania nu e un spațiu terapeutic, dar e un loc în care avem nevoie de claritate și reciprocitate”.Programul Marțea Mastercard, care se desfășoară în perioada asta și oferă posibilitatea de a primi cashback atunci când plătiți online într-o zi de marți – funcționează simplu: dacă folosiți un card Mastercard și îl înscrieți pe priceless.com/marti, primiți 10% cashback la prima plată online din campanie.Iată despre ca am vorbit în acest podcast:00:00 Intro02:38 Podcast 03:34 De ce leadershipul emoțional contează04:16 Munca emoțională din organizații06:54 Leadership autentic din perspectivă emoțională08:50 KPI vs realitatea emoțională din echipe10:54 Blocaje emoționale frecvente la lideri12:47 Echipe reactive și costul conflictelor nerezolvate13:25 Particularități în organizațiile din România15:39 De ce liderilor le este greu să accepte vulnerabilitatea17:49 Singurătatea și epuizarea emoțională a liderilor18:21 De ce evităm discuțiile dificile în echipe21:33 Conflictele ca oportunitate de înțelegere23:25 Semnele unei transformări emoționale reale în echipe26:17 Rezultate vs sănătatea emoțională a echipei29:41 Cum ai grijă de echipa ta fără să devii terapeut34:46 Ce dă speranță că schimbarea este posibilă37:24 Concluzii

Dave Sather is a Certified Financial Planner and founder/CEO of Sather Financial Group, a $2 billion fee-only investment management firm in Victoria, Texas, who has built authentic client relationships through disciplined value investing over 25+ years while creating the award-winning Bulldog Investment Company student internship program at Texas Lutheran University.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Dave shares formative childhood shaped by Depression-era parents who instilled frugality, work ethic, and educational investment. Required to save 50% of all earnings for college from early age, working multiple jobs at 14 to fund goals.6:30 - Career path story: From El Paso military town to Texas Lutheran education, initially resisting Victoria, Texas but relocating for family obligations. Started advisory firm during 1990s Texas recession when banks and real estate were collapsing.9:00 - Building relationships in small-town Victoria became competitive advantage. “If I do the right thing by my clients, word of mouth is going to take care of me.” Community connections and authentic service created organic growth without marketing spend.15:00 - Philosophy shift from finding cheap investments to recognizing exceptional value. “I can pay a premium for really good stuff that can grow for a long time versus buying things that are just cheap.”27:00 - The Bulldog Investment Company program: Student-run fund managing real money, teaching ownership and accountability. Students present investment cases, debate merits, vote democratically on portfolio decisions.42:00 - Client relationship insights: Treating wealth transitions with care, understanding accumulation psychology. “This client didn't just wake up one day with five million dollars and decide to behave like an idiot.”54:00 - Success definition: Access to basics (water, food, healthcare, safety), meaningful work, strong marriage, 40-year friendships that pass the “2 a.m. test” - relationships where you'd help immediately without excuses.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Wann hast du das letzte Mal einfach aus Neugier gehandelt, ohne Ziel, ohne Plan, einfach aus der Freude heraus? In dieser Folge der Flowgrade Show spreche ich mit Christian Wehner darüber, warum wir in einer Welt voller To-do-Listen und KPI-getriebener Selbstoptimierung oft genau das vergessen, was uns als Kind selbstverständlich war: spielen, scheitern, lernen und wieder aufstehen.Christian ist Autor des inspirierenden Buchs „Alles, was du im Leben wissen musst, hast du schon im Kindergarten gelernt“. Seine Mission: Menschen helfen, wieder mit ihrer kreativen Intuition in Kontakt zu kommen, jenseits von Perfektionismus, Erwartungsdruck und Selbstoptimierungswahn.Wir sprechen über echte Selbstverbindung, über bewusste Unplanbarkeit als kreative Superkraft und darüber, wie wir mit mehr Leichtigkeit, Spielfreude und radikaler Ehrlichkeit unser Leben neu gestalten können.Wenn du gerade auf der Suche nach mehr Tiefe, Klarheit und Menschlichkeit bist (in einer zunehmend künstlichen Welt) dann ist diese Folge wie für dich gemacht.Viel Spaß beim Zuhören!Go for Flow

As the year winds down, most practice owners feel the pull to "look back" and "plan ahead." But too often, that process turns into either a surface-level glance at revenue—or an overwhelming spiral of things you should have done better. That's not helpful. And it's not how you build a practice that actually supports the life you want. In this week's episode, I walk through a more grounded, intentional way to review the past year and plan the next one—starting with a question most business owners skip entirely: What does success actually mean to you? Because if you don't define that first, you're shooting in the dark, and your KPI's and goals could be leading you in the wrong direction. What You'll Learn in This Episode Why success must be defined before reviewing any numbers How to review the past year without burnout or self-judgment Which key performance indicators actually matter in a cash-based model How to use a SWOT analysis in a practical, non-overwhelming way How to turn insights into a realistic plan for the year ahead USEFUL INFORMATION: Check out our course: Cash-Based Practice Mastermind  

Mostly Growth on YouTube: https://www.youtube.com/@MostlyGrowthMostly Growth on Apple: https://podcasts.apple.com/us/podcast/mostly-growth/id1842238102Mostly Growth on Spotify: https://open.spotify.com/show/3KDtaLaXx1obFp5PUhZ6V3In this episode of Mostly Growth, CJ Gustafson, Kyle Poyar, and Ben Hillman unpack a wide-ranging set of predictions and observations about where go-to-market strategy, AI, and pricing models are headed next. They discuss why what ChatGPT says about your product may become a core marketing KPI, the resurgence of direct mail and physical touchpoints in an AI-saturated world, and why “almost as good as a human” is a dangerous positioning for AI-driven products. The conversation also explores AI monetization paths through advertising, the risk of an AI infrastructure timing mismatch leading to a broader financial pullback, and what historical parallels like railroads and the Sears catalog can teach us about today's buildout. The episode closes with real-world pricing lessons, from energy-as-a-service solar subscriptions to the surprisingly massive standalone economics of Apple's AirPods, tying together how distribution, perception, and monetization shape durable growth.—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/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/—RELATED EPISODES:996 Culture, Exploding AI Bills & SaaS Chaoshttps://youtu.be/qhrxDL0gsRoThe Layer-Cake Playbook for Vertical SaaS Growth | with Roland Ligtenberghttps://youtu.be/yPxWvhPISKoOpenAI's Impossible Math: $500B or Bust?https://youtu.be/L6PLnvjcnpkFrom Birding Apps to Billion-Dollar Bundles: The Future of SaaS Growthhttps://youtu.be/mzITrIP70OkWhere Did All the Middle Managers Go?https://youtu.be/LvN7RzmApPU—TIMESTAMPS:00:00:00 Preview and Intro00:01:40 Sponsors — Pulley, Metronome00:04:00 Welcome Back And Consumer Friction00:05:29 Insurance Middlemen Frustrations00:07:07 Explaining Newsletter Businesses00:07:58 Family Perceptions Of Work00:09:05 GTM And Growth Predictions00:10:19 Trust And Objectivity In ChatGPT00:12:01 ChatGPT As Marketing KPI00:14:14 Direct Mail Marketing Comeback00:15:56 Tech Buying Media Assets00:17:52 Fake Subscribers And Email Lore00:19:03 AI Quality Over Automation00:22:11 AI Healthcare And Ad Models00:24:40 Advertising Fuels AI Economics00:25:40 AI Boom Versus Bust Timing00:27:49 Infrastructure Before Killer Apps00:30:21 Railroad Economics And Real Estate00:30:46 Solar Subscriptions And Pricing00:32:50 AirPods As Recurring Revenue00:34:57 Show Outro And Credits#MostlyGrowthPodcast #GrowthMarketing #AITrends #GoToMarket #StartupStrategy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

On Healthy Mind, Healthy Life, host Sayan sits down with Eric D. Coonrod, a boutique investment banker, to unpack the entrepreneurial mindset behind scaling a company and selling it without burning out. This episode gets real about why exits can feel like an identity shock, how deal stress quietly tanks decision quality, and why psychological readiness should be treated like a core KPI alongside valuation. Eric breaks down exit paths like full sale vs majority recap, then shares practical ways founders can protect sleep, health, and relationships while navigating diligence, negotiation, and team communication. About the Guest: Eric D. Coonrod is a 20-year investment banking veteran involved in 100+ transactions across healthcare, food and beverage, VMS, and sports. He is the founder of E. Coonrod and Company, LLC, advising founders on deals, debt, and capital raises with a full-stack approach that includes tax, communications, and personal health awareness. Key Takeaways: Selling a business can hit harder emotionally than founders expect because the company often becomes their identity. A big exit check does not automatically fix burnout. It can even amplify it if you have no plan post-deal. Prep for the exit should include psychological readiness, not just financial readiness and deal structure. Consider exit options early. A majority recap can reduce admin burden while keeping you close to the work you actually love. Neglecting self-care during a sale increases poor decisions. Deal fatigue is real and it kills outcomes. The sale process adds major weekly workload on top of running operations. Protect your health to protect judgment. Keep a non-negotiable wellness anchor. Training, walking, or family time keeps mental clarity stable under pressure. Employees fear layoffs and culture shifts. Timing and messaging matter, so disclose only when the deal is mature. Coach the transition narrative with the buyer. Clear reassurance reduces churn and stabilizes performance pre-close. Post-exit peace requires an actual plan. Define what you will do in the first 6 months and what comes after. How to Connect with the Guest: Website: http://www.ecoonrodco.com/  Email: https://www.podmatch.com/hostdetailpreview/avik Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer. Healthy Mind By Avik™️ is a global platform redefining mental health as a necessity, not a luxury. Born during the pandemic, it's become a sanctuary for healing, growth, and mindful living. Hosted by Avik Chakraborty. Storyteller, survivor, wellness advocate. This channel shares powerful podcasts and soul-nurturing conversations on: • Mental Health & Emotional Well-being • Mindfulness & Spiritual Growth • Holistic Healing & Conscious Living • Trauma Recovery & Self-Empowerment With over 4,400+ episodes and 168.4K+ global listeners, join us as we unite voices, break stigma, and build a world where every story matters. Subscribe and be part of this healing journey. Contact Brand: Healthy Mind By Avik™ Email: www.healthymindbyavik.com Based in: India & USA Open to collaborations, guest appearances, coaching, and strategic partnerships. Let's connect to create a ripple effect of positivity. CHECK PODCAST SHOWS & BE A GUEST: Listen our 17 Podcast Shows Here: https://www.podbean.com/podcast-network/healthymindbyavik Be a guest on our other shows: https://www.healthymindbyavik.com/beaguest Video Testimonial: https://www.healthymindbyavik.com/testimonials Join Our Guest & Listener Community: https://nas.io/healthymind Subscribe To Newsletter: https://healthymindbyavik.substack.com/ OUR SERVICES Business Podcast Management. https://ourofferings.healthymindbyavik.com/corporatepodcasting/ Individual Podcast Management. https://ourofferings.healthymindbyavik.com/Podcasting/ Share Your Story With World. https://ourofferings.healthymindbyavik.com/shareyourstory STAY TUNED AND FOLLOW US! 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Today's guest is Nina Edwards, Vice President of Emerging Technology and Innovation at Prudential Insurance. With decades of experience driving strategy, innovation, and AI-enabled growth at leading financial and consulting firms, Nina brings deep expertise in applied intelligence and emerging technology.​​ Nina joins Emerj Editorial Director Matthew DeMello to unpack why 95% of AI pilots fail to deliver enterprise value and reveal strategies for translating productivity gains into measurable ROI by ditching pre-AI metrics.​ Nina also shares practical takeaways, including protected sandboxes that slash approval cycles from months to days, unified KPI glossaries standardizing cycle time and exception rates, outcome charters targeting business value, and human-centered operating models shifting teams from doing to deciding to scale pilots enterprise-wide. This episode is sponsored by Moody's. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast!

Melanie Smith, Head of Sales Development at Nooks, breaks down the exact systems, metrics, and coaching frameworks she uses to run one of the highest-performing SDR teams in outbound. In this episode, she shares KPI structures, call-block strategy, cold-call skill development, and how leaders can scale connect rates, conversation rates, and meeting production without burning out their reps.

Why are PTs so bad at keeping patients long-term? And why do most clinic owners burn out before they break through? Dr. Danny Matta returns to the show with real talk for rehab entrepreneurs who want more than just insurance-based care.In this no-fluff conversation, Danny breaks down:The #1 KPI every clinic owner should obsess overWhy most PTs sabotage evaluations without realizing itHow to shift from reactive rehab to proactive, lifestyle-based careHis honest story of scaling too fast — and almost losing it allThe power of asking patients what they really want nextThis is for any PT who's burned out, scaling up, or ready to stop making the same mistakes.⏱️ Timestamps / YouTube Chapters00:00 – Intro02:13 – How Danny found purpose again after burnout06:51 – Why most PTs suck at evaluating patients12:34 – Lifetime patient value: what most clinics miss17:02 – The ONE KPI to track: continuity percentage22:45 – Scaling too fast: how Danny almost lost his clinic28:19 – Selling wellness, performance, and lifestyle services35:10 – How to market to returning patients41:25 – Burnout reset routines47:00 – Legacy advice + “Climb the right mountain”54:00 – Parting Shot: Your perfect week starts with this???? Guest Links + Resources???? Danny Matta's Book: “Fuck Insurance”???? PT Biz Accelerator???? Danny Matta on YouTube

Most firm owners think pricing is a “numbers problem”… so they copy what the last accountant charged, slap on a fixed fee, and hope it works out.The result? Scope creep, shrinking margins, and a team that's flat-out busy while the profit quietly disappears.In this episode of The Wize Way Podcast, Bren Ward sits down with Jamie Johns to break down the Wize approach to pricing, including:✅ Why COGS % is the KPI that decides whether you live or die ✅ The real truth about value pricing vs fixed fees vs time billing (all can work, if you do it right) ✅ The 4-step pricing playbook to price jobs with confidence ✅ Why timesheets aren't “dead” - they're your efficiency and accountability dashboard ✅ How to increase fees without shocking clients (and why annual rises matter)If you want pricing that protects profit, sets expectations, and scales with your team, this conversation is a must-listen.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 3. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here 4. Work with Jamie and our mentors for 8 weeks - Build a custom business plan for your firm - Apply here

In this special crossover episode with my mate Shelley Johnson from This Is Work, we sat down with printed lists and compared notes on 25 things that 2025 taught us. Along the way, patterns emerged around how we show up, where our energy gets spent, and the ways our work is changing beneath us. Shelley and I discuss: Why energy has become the most useful lens for thinking about performance, focus and resilience How boundaries, rest and creating margin changed the way I worked this year Why embarrassment can be an unexpected teacher and a healthy check on the ego The difference between psychological safety and psychological comfort at work Why connection matters more than charisma when it comes to influence How AI has shifted from being a tool to something closer to a coworker Why deadlines, postmortems and focusing on the problem instead of the person improve team dynamics Small posture and workflow changes that made a big difference to how I felt at work KEY QUOTES “Energy is the new KPI.” “The wins are never as good as you think, and the losses are never as bad as you think. Keep going.” Connect with Shelley Johnson on Boldside HR’s Instagram, LinkedIn, and listen to her podcast This Is Work. My latest book The Health Habit is out now. You can order a copy here: https://www.amantha.com/the-health-habit/ Connect with me on the socials: Linkedin (https://www.linkedin.com/in/amanthaimber) Instagram (https://www.instagram.com/amanthai) If you are looking for more tips to improve the way you work and live, I write a weekly newsletter where I share practical and simple to apply tips to improve your life. You can sign up for that at https://amantha-imber.ck.page/subscribe Visit https://www.amantha.com/podcast for full show notes from all episodes. Get in touch at amantha@inventium.com.au Credits: Host: Amantha Imber Sound Engineer: The Podcast Butler See omnystudio.com/listener for privacy information.

In this episode of The extra-Ordinary Leader, I'm joined by Sophie Bowen, Head of Learning & Development at COOK Trading Ltd, a business widely recognised for its award-winning culture, human-centred leadership and long-term commercial success.Sophie has spent 15 years inside COOK, embedding learning and development into the fabric of the business rather than treating it as a bolt-on or a ‘nice to have'. Together, we explore what extra-Ordinary leadership really looks like when growth, culture and profit are genuinely aligned.We talk candidly about why learning fails when it sits on the sidelines, how values become meaningless when they're written about people instead of with them, and why the most powerful leadership development often happens without classrooms, PowerPoint or big budgets.This conversation is for leaders who want to build organisations where people don't just perform, but thrive.You'll hear us explore leadership through context, reflection, constraint, culture and courage – and why the work always starts with the leader themselves.Inside This EpisodeWhat extra-Ordinary leadership really means in complex, multi-site organisationsWhy leaders must create conditions for growth, not control outcomesThe danger of treating learning and development as a KPI or add-onHow COOK embeds learning directly into business strategy and cultureWhy values fail when they're written top-down instead of co-createdThe power of constraint: why small budgets often drive better leadership developmentWhy reflection matters more than content in leadership growthHow Gen Z is reshaping productivity, motivation and expectations of leadershipWhy learning doesn't need classrooms to be effectiveThe leadership lesson hidden in a cricket ballGuest: Sophie Bowen – Head of Learning & Development, COOK Trading Ltd LinkedIn: https://www.linkedin.com/in/sophie-bowen?originalSubdomain=ukReferenced concepts & resources: COOK Trading Ltd: https://www.cookfood.netIkigai (Japanese concept of purpose): https://positivepsychology.com/ikigai/My book: The extra-Ordinary Leader https://www.dollywaddell.com/store/p/the-extra-ordinary-leaderIf this episode resonates and you're rethinking how leadership, learning and culture show up in your organisation, do reach out. I'd love to continue the conversation.

Success does not eliminate pressure. It often multiplies it.Once you experience a win, the fear shifts from “what if I fail?” to “what if I can't do it again?” In this episode, I unpack why success can feel heavier than failure, how emotional attachment to outcomes distorts clarity, and why many people end up running in place even while working hard.We explore how open loops, unfinished commitments, and mental clutter quietly drain focus, energy, and momentum. I share why learning to detach emotionally from outcomes is not about becoming numb or disconnected, but about creating enough objectivity to take better action. When everything feels personal, every fluctuation feels like failure.You'll learn how to:Detach your identity from results so one miss doesn't spiral into self-doubtClose open loops that create constant mental taxationCut through noise, distractions, and unnecessary commitmentsSay no with intention so yes actually means somethingMeasure progress beyond a single KPI or narrow definition of successBuild systems, structure, and infrastructure that support sustainable growthWe also talk about why sustainability must come before scalability, how discipline fills the gap when motivation fades, and why progress often comes from doing less, more intentionally, instead of chasing everything at once.This episode is a reminder that clarity creates momentum, simplicity creates leverage, and consistent execution is what turns intention into real results.Close the loops. Cut the noise. Get to work.Beyond The Episode Gems:Subscribe To My New Weekly LinkedIn Newsletter: Strategize. Market. Grow.Buy My Book, Strategize Up: The Blueprint To Scale Your Business: StrategizeUpBook.comDiscover All Podcasts On The HubSpot Podcast NetworkGet Free HubSpot Marketing Tools To Help You Grow Your Business Grow Your Business Faster Using HubSpot's CRM PlatformSupport The Podcast & Connect With Troy: Rate & Review iDigress: iDigress.fm/ReviewsFollow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTokSubscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass EpisodesNeed Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com 

Hello, hello — and welcome back to Greedy Bitch, the podcast for groomers who are done apologizing for wanting more. I'm your host, River Lee, founder of The Savvy Groomer, and if you're new here — this show is where we talk about the real stuff behind running a grooming business. The money, the mindset, the boundaries — and all the messy middle that comes with it. And listen… we're hitting that time of year again. The holidays. When every human being on Earth seems to lose their mind just a little bit. Clients are calling last minute. Everyone suddenly “forgot” that Christmas comes the same day every year. People are cranky, tired, stressed — including you. But here's the truth, my friend: This isn't just about the holidays. This is the highlight reel of who people really are under pressure. So today, we're going to talk about recognizing the patterns we've been ignoring. Today's episode is “Data Don't Lie: Fix, Freeze, or Fire ” I'm going to help you decide how to tell when someone — a client, an employee, even a coworker — has crossed the line from stressful… to unacceptable. And even better — how to stop guessing, and start collecting data so that come January, you're making clear, confident decisions instead of emotional, exhausted ones. Alright — deep breath. Grab your notebook, grab your coffee, and let's get into it. Alright, so last podcast we talked about the patterns we may be been ignoring,from clients, the staff, the people who are testing your patience. Now we're going to flip the script — because this isn't just about them. It's also about you. You can't talk about red flags without looking at your own dashboard lights. Because burnout doesn't show up with a neon sign that says, “You're done.” It creeps in quietly. It starts small — and before you know it, you're running on caffeine, resentment, and survival mode. Let's be real: groomers are masters at pushing through. We'll skip lunch, ignore back pain, and say, “It's fine, I'll rest after Christmas.” But spoiler alert — “after Christmas” never actually comes, does it? Then suddenly it's March and you're wondering why you're crying in your van between grooms. Sound familiar? So, let's treat burnout like what it really is — data. It's feedback from your body, your brain, your business. Let's talk about your stress metrics. Here are a few I want you to start tracking this month. Nothing fancy — just awareness. How many meals did you skip this week? How many times did you vent about a client or coworker instead of celebrating a win? How many nights did you go home too tired to eat or shower? How many mornings did you wake up with dread instead of drive? If those numbers are creeping up — that's not weakness. That's information. We tend to think of data as spreadsheets and numbers — but this? This is emotional bookkeeping. Your skipped lunch is a data point. Your frustration is a data point. That Sunday night anxiety that makes your chest tight? Yep — that's data too. And if you're feeling “off,” you don't need to explain it away. You need to listen to it. Your mind and body are basically the employees that never stop working — and they've been filing complaints for months. You just keep ignoring HR. If your business had an HR department, you'd already have three write-ups from your own nervous system. So here's your wake-up call — start treating your burnout like a KPI. You track revenue, you track bookings, you track shampoo inventory — why not track your energy? Because if your stress is up 40% and your patience is down 80%, it doesn't matter what your profit margin looks like. You're not actually winning. Now, I know some of you are thinking, “River, it's the holidays — of course I'm tired!” Sure. But there's tired… and then there's tapped out. Tired is normal. You rest, you recover, you're fine. Tapped out is when you wake up and think, “I physically can't do this anymore.” Tapped out is when you start fantasizing about quitting grooming entirely, moving to a cabin, and living off grid with twelve cats. (And listen, I've been there.) That's why these stress metrics matter — because they help you catch it early. Here's the pattern I want you to start noticing: When you're at or near capacity, your behavior shifts. You start snapping at small things. You start resenting the clients you used to adore. You start dreading calls and messages that didn't used to bother you. And that's not you “being negative.” That's your energy account going into overdraft. You cannot keep writing checks from a balance that's already empty. So instead of powering through December like a martyr, I want you to start collecting proof. Proof that your business model might need adjusting. Proof that certain clients or staff members are draining more than they're contributing. Proof that you're not crazy — you're just overloaded. Maybe you've outgrown your current schedule. Maybe you need a buffer day each week. Maybe your prices don't actually reflect the level of effort you're giving. Whatever it is — your burnout is trying to tell you something. Let me give you an example. Let's say you find yourself venting about the same client every week — the one who constantly picks fights or questions your prices. That's not “just venting.” That's an alarm bell. Or you notice that every Friday, your body feels wrecked, your temper's short, and your employees avoid eye contact. That's not “holiday stress.” That's a system issue — maybe scheduling, maybe culture, maybe leadership load. Whatever it is — it's not a moral failure. It's a data point. Take your feelings seriously. They're not random. They're reporting. If you're venting more than you're grooming — it's time for a change. And that change doesn't have to be dramatic. It might just mean saying no to one extra dog a day. Or finally letting go of the client who's been emotionally exhausting you since 2018. Or maybe it's delegating — hiring that assistant you keep saying you can't “afford.” Because here's the truth — you can't afford not to. You can't grow a sustainable business on burnout. You can't build wealth when your health is tanking. And you sure as hell can't lead others if you're falling apart behind the table. So here's your assignment for this week: Keep tracking your external red flags — but add yourself to the list. Ask: Am I respecting my own boundaries as much as I expect clients to? Am I honoring my own needs as much as I demand others honor my policies? Because if you don't treat yourself like a valued employee, no one else will either. You can't attract respectful clients while disrespecting your own limits. You deserve a business that doesn't burn you alive every holiday season. You deserve to come home and still have enough energy left to eat dinner, to laugh, to actually live. So start using your burnout as a compass. If something keeps draining you — don't shame it, study it. Because that's where your next boundary belongs. Alright — you've been collecting data. You've tracked the red flags. You've been observing the patterns — not just in other people, but in yourself. Now what? It's time to make decisions. And not emotional, spur-of-the-moment, “I swear if she texts me one more time…” decisions. No — I'm talking about strategic, intentional decisions that protect your peace and your profit. And to do that, I want you to use my favorite end-of-year framework: Fix, Freeze, or Fire. This is the moment where you stop surviving the season and start designing the next one. FIX Let's start with the most hopeful one: Fix. This is for the relationships — clients, team members, even vendors — that are worth saving. Not every problem means someone's toxic. Sometimes it just means someone needs direction. If a client's late but apologetic, or a bather keeps forgetting to restock but genuinely wants to improve — that's fixable. You fix those situations with conversation, not confrontation. That means pulling them aside and saying something like, “Hey, I noticed you've been late a few times. I know it's a busy season, but I need you to plan to arrive ten minutes early so we stay on track.” It's calm, it's clear, and it's actionable. Or for clients, “I totally understand you're running behind, but I have to stay on schedule for everyone else. In January, I'll be enforcing my late policy again so I can protect everyone's time.” Boom. You've reestablished the boundary without turning it into a battle. Fixing is about leadership. It's choosing to teach, not tolerate. To redirect, not resent. Sometimes the people in your business don't even realize what they're doing until you show them. But — and this is key — once you've taught, once you've communicated clearly, once you've documented it… If it still keeps happening? You move to phase two. FREEZE Now, this one's my secret weapon. Freeze means pause, limit, or put a boundary in writing. Think of it like business probation — not punishment, but structure. You're saying, “Hey, something's not working here, and before I make a final decision, I need to see some change.” Maybe that means reducing how often you see that client. If they always flake on Saturdays, move them to a weekday. If they keep arguing about price, switch them to prepay only. Or for staff — maybe you take that bather off certain dogs until they're retrained. Maybe you limit how many big dogs your team handles per day to reduce burnout. It's not punitive — it's preventative. You're freezing the pattern before it becomes permanent. And listen, sometimes “freezing” just means putting your own damn self in timeout. You ever get so frustrated with someone that you think, “If I respond right now, I'm gonna say something I can't unsay”? Yeah. That's a self-freeze moment. Walk away. Breathe. Write it down. Then come back when you can lead from logic, not adrenaline. Freezing gives you time to see if someone's coachable — or just comfortable. Because if you freeze the relationship and they use that time to grow, awesome! You've salvaged something worth keeping. But if you freeze it and they just keep proving your point? Then you're ready for the last phase. FIRE You knew this one was coming. Sometimes you've given the grace, the guidance, the boundaries — and they still don't respect you. That's when it's time to bless and release. Now, I know that sounds easy, but I also know how hard it really is. Because firing — whether it's a client, an employee, or a friend in the grooming community — triggers all the people-pleaser guilt we've been trained to carry. You start thinking, “What if they badmouth me?” “What if I lose income?” “What if I'm overreacting?” But let me tell you something — You're not losing money when you fire a toxic client. You're reclaiming the emotional bandwidth that's been costing you far more than they ever paid you. You can't attract soulmate clients or healthy team members when your roster is full of energy vampires. And listen — “fire” doesn't always mean dramatic or nasty. It doesn't need to be a soap opera moment. It can sound like: “Hey, I think we've outgrown each other. I wish you the best.” Professional. Calm. Final. You don't have to light bridges on fire — but you also don't need to keep rebuilding ones that collapse every time someone walks across them. Sometimes the kindest thing you can do — for both of you — is let them go. Now, let's talk about the ripple effect of that decision. Because when you fire someone — client, staff, or even a process that's no longer serving you — you create space. Space for peace. Space for profit. Space for better people to find you. The universe doesn't reward tolerance; it rewards alignment. And when you release the wrong people, you make room for the right ones to show up. January isn't about resolutions — it's about realignment. The data you collect this month tells you who stays, who goes, and what needs to change so next year actually feels different. Because here's the truth — you can't fix what you refuse to face. And you can't scale what's secretly suffocating you. So as you go through your notes — all those little observations you've been writing down all December — ask yourself: Who's adding to my peace? Who's neutral? And who's constantly taking more than they give? That's your Fix, Freeze, Fire map right there. You know how we say, “Not every dog is a good fit for every groomer”? Well, not every human is a good fit for your business, either. And that's okay. That's not failure — that's discernment. This is the power of this process. It's not emotional — it's intentional. It's about reclaiming your authority as the leader of your business. You've spent too many years apologizing for wanting respect, for needing boundaries, for saying, “This isn't working.” But the truth is, your peace is profitable. And the sooner you start honoring it, the faster everything else falls into place. So take that notebook, take your red-yellow-green lists, and start deciding who and what gets to come with you into next year. Because you've earned the right to be selective. Alright, my friend — take a deep breath. This season will test you, no doubt. But remember: the chaos isn't here to destroy you. It's here to reveal you. You've worked too hard to build a business that makes you miserable. You deserve peace. You deserve profit. You deserve respect. Start collecting your data now, because come January, you're going to make moves — not excuses. And when you do? You'll be stepping into the next season of your business as the boss you were always meant to be. If this hit home, share it with a fellow groomer who needs permission to say “no” without guilt. And don't forget to grab your Free Holiday Boundaries Script at SavvyGroomer.com/HolidayBoundaries. Until next time, stay savvy, stay greedy — and never apologize for wanting more.

Hemant Taneja believes you can sneeze and reach a billion dollars in healthcare revenue, but that most of that revenue tells you nothing about whether the system is actually getting better.This week, Halle sits down with the CEO of General Catalyst and author of The Transformation Principles to discuss what happens when you stop treating revenue as the primary KPI and start asking harder questions about impact, incentives, and system change. They get into his “health assurance” thesis, what it means for a VC firm to buy a hospital, why “profit-only” capitalism has run its course, and how AI and new payment models could finally bend the cost curve instead of just inflating it.We cover:

Tyler Harper thought he was signing up for a “big box brokerage” job after ASU. Instead, freight turned into a decade-long obsession, a crash course in carrier sales, and eventually the push that forced him and his co-founders to start Pinnacle Logistics Group, debt-free, on short notice, and with a single book of business.In this episode, Tyler breaks down the origin story behind Pinnacle, including the moment that changed everything, why the team intentionally leans into “ugly freight” like Mexico, drayage, consolidation, and multi-stop truckload, and how they've built a company that's basically the opposite of the standard brokerage model: roughly 30 people on the team and only 2 sales reps.The conversation really gets interesting when Tyler explains why LTL is still one of the most underserved modes in freight, how rebuilds, reweighs, and reclasses quietly eat shipper budgets, and how Pinnacle built LTL Flow, a free pre-shipment tool designed to remove human error before the load ever gets booked. Think photos, measurements, documentation, and a dimensioning workflow that cuts down disputes and surprises.We also talk leadership, how Tyler's role has shifted from “I'll do everything myself” to building a culture where speed is king, response time is tracked like a KPI, and offshore teams are treated like a true extension of the company, not a separate branch.

Jim's Take – Episode 161Setting Up 2026 for Success: Five Categories That Actually MatterAs the year winds down, everyone becomes reflective. Journals come out. Goals get rewritten. Plans feel serious ... until February.In this final episode of the year, Jim cuts through the seasonal noise and lays out a practical framework for entering 2026 with intention instead of hope. Rather than resolutions or vague goals, this episode introduces a five-category executive checklist designed to surface blind spots, force trade-offs, and create clarity in an increasingly chaotic world..In This EpisodeJim walks through five areas that determine whether 2026 becomes a year you control — or one that simply happens to you:1. Accomplishment - Why pride is the only KPI that actually matters, how avoidance disguises itself as busyness, and why asking “What would my replacement do?” exposes what you've been dodging.2. Fears & Motivations - Why fear is data, how logistics often mask deeper resistance, and how naming the fear you won't say out loud gives you leverage over it.3. Priorities - Why you don't have priorities — you have one priority — and how trade-offs, not ambition, determine execution.4. Social - Why social capital isn't optional anymore, how relationships act as relevance insurance, and why opportunities live inside other people's calendars.5. Wellness - Why energy is operational readiness, not self-care fluff — and how non-negotiables, recovery plans, and boundaries make execution sustainable.Throughout the episode, Jim emphasizes intentionality as the filter that cuts through distraction, noise, and overwhelm — especially in a world designed to constantly steal your attention.Resources• Download the 2026 Executive Checklist (free): jimfrawley.com • Learn more about The Bellwether Method • Subscribe for weekly conversations on leadership, clarity, and adaptationKey Takeaway: You don't need a new year. You need better questions.

Eyes Wide Open: Prepping Your Practice for 2026Let's face it, 2025 has been a wild ride for so many practice owners. But while we can't predict every curveball coming our way, we can go into the new year feeling informed, prepared, and ready to roll with whatever comes next. In this episode, I'm sharing real-world, actionable tips to help you keep your practice thriving in 2026, no crystal ball required! Whether you're worried about insurance changes, want to strengthen your margins, or just want to be proactive (instead of reactive), you'll walk away with practical steps and encouragement for the road ahead.What You'll Learn in This EpisodeHow to spot financial risks before they happen (and what data to watch!)Creative ways to adjust your services when clients face new insurance challengesSimple strategies for diversifying your income and client base—without burning outLinks and ResourcesMoney for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

Dr. Paul DeChant is a thought leader on preventing burnout by fixing the workplace drivers of burnout, not simply helping workers become more resilient. Paul advises C-level healthcare executives on managing critical problems such as financial and staffing challenges by transforming management systems and cultures to reduce the root causes of clinician burnout. Done properly, client organizations improve KPI performance while reducing team member burnout. Following 25 years practicing family medicine, Dr. DeChant became CEO of the Sutter Gould Medical Foundation, where he led a transformation based on the theme of “Returning Joy to Patient Care.” After four years the group achieved recognition as the highest performing among 170 medical groups across the State of California two years in a row, while improving physician satisfaction from the 45th to 87th percentile on AMGA's Provider Satisfaction Survey. He received his MD from the Oregon Health Sciences University and his MBA from the University of Colorado-Denver. Co-author of the book, “Preventing Physician Burnout: Curing the Chaos and Returning Joy to the Practice of Medicine”, Paul speaks internationally, and blogs regularly at www.pauldechantmd.comThanks for tuning in! Check out more episodes of The Well-Being Connector at www.bethejoy.org/podcast.

Dive into what's next for enterprise AI in the latest episode of Tech-Driven Business. Mustansir Saifuddin welcomes SAP expert Andrea Haupfear for an in-depth conversation on how SAP is helping organizations turn AI from hype into measurable business value. If you're navigating transformation across finance, supply chain, or operations, this episode is a must-listen. Andrea breaks down what makes enterprise AI different—why trusted data, business context, and governance are non-negotiable—and how SAP is embedding AI directly into business processes to improve speed, accuracy, and ROI. Tune in for a real-world example and practical guidance on how organizations can start small, prioritize high-impact use cases, and prepare for what's coming next with Agentic AI. Andrea Haupfear is a Business Process Architect with over a decade of experience driving digital transformation through artificial intelligence and advanced analytics. She specializes in designing and implementing AI-powered solutions that enhance operational efficiency, decision-making, and adaptability across diverse business environments. Andrea is recognized for her strategic leadership in translating complex technologies into scalable, real-world applications, making her a trusted advisor in navigating change and unlocking value through innovation. Connect with Us: LinkedIn: Andrea Haupfear Mustansir Saifuddin Innovative Solution Partners X:  @Mmsaifuddin YouTube or learn more about our sponsor Innovative Solution Partners to schedule a free consultation.    Episode Transcript [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business, brought to you by Innovative Solution Partners. I'm honored to have Andrea Haupfear of SAP. Join me today to break down how SAP is helping organizations leverage AI to drive efficiency, reduce risk and deliver measurable ROI. We'll also look ahead at what's next and how you and your team can prepare as AI moves from experimental to essential for enterprises to thrive. [00:00:35] Hello Andrea. How are you? [00:00:37] Andrea Haupfear: I'm good. How are you? [00:00:40] Mustansir Saifuddin: Doing well, doing well. I'm so excited to have you on our show. So thank you for coming on. Today we would like to talk about the latest SAP's AI journey and the business transformation. And what it really means for SAP customers. How does it sound? [00:00:57] Andrea Haupfear: Sure. No, it sounds great. This is one of my passions that I love to talk about, and so you know, happy and excited to actually share a little bit about what we're doing with AI at SAP and what we've seen in the field with our customers. So, super excited and it's a pleasure being here. [00:01:14] So thank you again for inviting me here. [00:01:17] Mustansir Saifuddin: Awesome. Awesome. Let's get into it, we know we are at an inflection point, right? AI is moving so fast and it's actually turning from experimental to essential, right? For in a lot of different cases. So let's focus in how is SAP's AI strategy fundamentally different from consumer AI? And why does it really matter for enterprises? [00:01:39] Andrea Haupfear: Yeah, absolutely. So a couple of things that I wanna kind of touch on here. So oftentimes, and you mentioned this, right, we, we've used, we've used AI in our personal and daily lives for, you know, the last decade plus, right? I mean, when you think about AI, a lot of people think about Siri or Alexa or ChatGPT, right? [00:02:01] And you know, when I personally think about AI you've got your broad and creative tasks. What we've done in our personal lives, you know, everything from creating a grocery list to, editing a, a photo, right? A family photo. But from a business perspective you know, an enterprise AI, it really has to change those business outcomes. [00:02:26] And really when you think about this, think about, you know, everything from could be closing the books faster or. A faster on time delivery rate or reducing risk in my supply chain. And how do we ultimately do it with the highest level of governance, auditability, cost control. And so SAP's approach is really built around that flywheel of applications, data and that additional layer of artificial intelligence on top of it. [00:02:58] So there's, there's that aspect to it, but then also thinking about it in a couple of other ways of how we're doing this. Is, you know, yes, we're embedding it where your business or where the work happens. So making it easier for our end users to be able to leverage artificial intelligent capabilities and even machine learning capabilities, not just [00:03:23] from a digital assistant or a chat perspective, but how do we integrate it and infuse it within their specific business, day-to-day business processes to make their lives that much easier? But then also thinking about it from a strategic perspective, how can I obtain that high level of ROI by leveraging artificial intelligence. [00:03:47] So we're seeing it in a couple of different flavors from our customers. And then also what we're developing from a, from a product perspective as well. So we're thinking about it from a couple of different angles. [00:04:00] Additionally, thinking about it from a AI operating system for our developers and for our consultants, leveraging the AI foundation on the business technology platform. [00:04:13] So think about what used to be our developers would have to generate thousands upon thousands of lines of code. Now that's no longer the case, right? It can take them you know, a, a minute or so now to develop the, these applications and these lines of code to where it's, it's easier for them to go about their day-to-day jobs and their, their tasks where now they don't have to spend days upon days trying to develop these different applications and agents. [00:04:45] It also lets you and I just mentioned around agents, it also lets you create and govern custom agents to read and write back to SAP and non SAP systems. Thinking about this automation and accountability, not just getting those pointed answers, right? And then last but not least, kind of how I think about this is, yes, you've got your trust. [00:05:09] Think about trust not only in the data from looking at it in your SAP systems, but also think about non SAP systems. Think about your third party applications that you're going in and looking at the data, whether it's geographic information customer sentiment information, or it could even be, asset related sensor information, right? So bringing in that data as well as looking at it from your SAP business data context but then also looking at it with responsibility. So SAP has that responsible AI program in place really aligned to the UN UNESCO principles and the ISO 4 2 0 0 1 certification to really prioritize [00:05:57] those ethics and compliance and human oversight within our, our AI applications such as, you know, AI core and our digital assistant juul. So really taking it from a full spectrum approach and looking at it at the holistic level and how we can bring in artificial intelligence within these, these areas. [00:06:20] Mustansir Saifuddin: I love the way you kind of package it all together, from an overall perspective, especially, you know, the two things that really stuck out to me was. Again, coming from a business side, what is in it for a customer, right? What is the real value? [00:06:35] And you touched upon two things, embedding it. So a person who is currently doing a job and they're used to doing it manually. Now you can. Embed these ai component to their daily work streams, right? And how they can, you know, utilize that. And the second part I really loved it is you talked about ROI really what is the return I'm getting on this investment, right? And then lastly, you talked about data. So let's, let's talk about that. You know, here's the uncomfortable truth. AI is only as good as the data it learns from. We all know that. We all talk about it. And we have always heard this term garbage and garbage out, but what that sort really mean when we are talking SAP AI, making recommendations to customers and we are talking the effect in terms of millions in revenues or supply chain decisions. How would you like to address that? What is, what is SAP's approach on that? [00:07:33] Andrea Haupfear: Yeah, so a couple of things and you know, I've heard that term many times and coming and being an ex consultant. It's, it's definitely right. You're only as good as, as I've heard, you know, as the data that you have. So my thought on this is really when you have an AI agent that recommends, say for example, expediting a shipment or reclassifying a receivable, the truth that it relies on, [00:08:00] is your master data. [00:08:01] It is your transactional history and any sort of process constraints that lie in between. So ultimately, when I think about this, it's not just your, your master data. It's a, it's a multitude of things that ultimately will help the AI model in the end. In the end game to take those three pillars and turn garbage in into good decisions out. [00:08:27] The other piece that, how I think about this are semantics and not necessarily just schemas. So think about when we have some of our solutions such as Business Data Cloud, which carries those semantics and lineage into your AI workloads. So say for example, the customer, the plants, or an open po, it means the same thing everywhere. [00:08:51] And that's really critical for explainability and audit purposes. That's another way how I think about this. And then also just looking at this from a context perspective. So I also think about, you have to train a model when at first go, right? And be able to provide it some context, some instruction, some understanding that says, this is where this particular business process lies. [00:09:17] This is how the process should look and feel. What does good look like? And that's ultimately what we explain and tell our customers is we need to train our model to understand what does good look like, and this is where you have that context, rich retrieval and not just kind of that blind prompting that just says, go do this. [00:09:36] But the model will try to establish what it thinks good looks like, which may not necessarily mean what you think good looks like. This is where SAP HANA Cloud will bring in that vector engine, so those semantic retrievals and documents and notes and images. [00:09:53] Think about a knowledge graph. So it brings in those specific facts and relationships from your ERP, but then also thinking about a rag model as well, reducing those hallucinations and making those citations explainable. So why did the model or an agent be able to go through the process that it did? [00:10:16] Well, that's because there's multiple steps and instructions that the model has to take in order to provide an accurate response. Those are some of the things in, in which we leverage today with our customers and really making it so that way it's, yes, they may not always have the best data, but let's provide additional context to really help, again, make those good decisions coming out. [00:10:41] Mustansir Saifuddin: I liked the way you tied it together, right? We talk about business semantics being so important, BDC, the business data cloud. How is that coming into play in this conversation? And then coming from business semantics into a context. A context really is required for the answers to make sense and be business relevant. [00:11:03] So I really love the way you kind of connected together. Let's zoom in. Let's pick an industry. And there are so many examples that manufacturing, retail, financial services. Can you walk us through one compelling use case where SAP AI is really creating these breakthrough value? [00:11:21] What was the business problem? And how did AI solve it differently? [00:11:26] Andrea Haupfear: Yeah, absolutely. Mentioned at the beginning, SAP is investing heavily within artificial intelligence and machine learning capabilities, not just from an embedded AI perspective, but also think about it from a tailored AI perspective. So I mentioned [00:11:41] Business Data Cloud, being able to pull information and data not only from your internal SAP systems, but also external and third party information. And I wanna give you an example in a use case real world use case of a dairy co-op out of Wisconsin that is actually doing this today [00:12:00] from a very innovative approach. [00:12:02] Their challenge was around their performance at the subcontracting level. Ultimately these guys have a dairy co-op with their local farmers or farm base. They bring in the milk to not only from an internal manufacturing perspective to process out milk cheese, butter whey, et cetera cream, but they also subcontract it out as well. [00:12:28] And so this is really where they wanted to be able to get a better understanding, not just insights perspective on their data at their subcontractors from a yield output perspective. How much dairy, how much cheese was being was an output or yield, but what was going in and then going in versus going out. [00:12:50] And so ultimately what they wanted to be able to do was, yes, be able to look at the yield perspective from an insights, but they wanted to be able to leverage and infuse artificial intelligence from this process to ultimately help with their reduce of shrink. And contributing to a 1% KPI, which ultimately makes up to you and I roughly 10 to $15 million. [00:13:16] Okay. So just to kind of put it in perspective here of how much we're talking about. And so what they did was, yes, we have the insights from an analytics perspective, they wanted to be able to make it easier for their dairy supply chain planners to be able to, in real time through natural language processing, be able to chat with a digital assistant to gain insights around, Hey, what is my yield output for specific plant? [00:13:42] Tell me my highest and lowest plants that had the yield output. Tell me un understanding from a scrapping perspective how much waste is going out. So they wanted to be able to look at these specific metrics and be able to get a better understanding, hey, which particular plant is performing the best versus the worst. [00:14:03] So that way they can help to be able to retain and possibly improve some of these plant relationships going forward. Additionally as kind of that part two, what they wanted to be able to do is they receive manual yield output reports on a weekly basis from these subcontractors. It's typically in a PDF format, Excel, PDF format, and oftentimes these can be miskeyed into their S4 system. [00:14:35] And what they wanted to be able to do is be able to have an a little bit more of an automated process. Of, yes, not only uploading these reports that they, they have to manually key in today, but they wanted to be able to provide some intelligence behind it. And so this is where we've put in outlier detection on these attachments to where now I can see, okay, was there a miskey or an oversight that says, okay, you know, this should have been 2,622 versus 6,222. It can detect those mis keys in real time to say, Hey. For my supply chain planner, this doesn't necessarily look right. It's way outta whack compared to what was previously entered in, in the previous weeks. [00:15:24] You should triple check this, right? So it's, it's being able to provide a little bit more of, think of like big brother watching over you before it actually goes and hits into their ERP system. This is ultimately contributing to their supply chain process and has a direct impact on their KPI metrics that they're leveraging. [00:15:44] In this case, it's it's within shrink, so really getting a, a better handle on that. [00:15:50] Mustansir Saifuddin: No, I think the, the way you explained it, it is a great example 'cause now I can see not only does it apply to this particular industry, but it can cut across multiple industries. [00:16:00] Right. Because the example talked about production at a plant level. At the same time, the supply chain mishaps that can happen. [00:16:08] And usually a human eye can take so much [00:16:11] or can detect so much, but you can't try and put it together in a way that you guide your, your workforce to look at anomalies that can really help you steer the ship in the right direction quickly and efficiently. So that's great. [00:16:26] That really leads into my, my next question is, all of this is great, right? This is happening right now, we can see like the example you use, [00:16:35] right? It is in action. It is in motion, and customers are seeing value. Let's fast forward, where is SAP's AI development heading? You know, let's take a time horizon, 18 to 24 months. What capabilities should organizations be preparing for? Because it is all about future proofing ourselves, right? And how should they architect the solutions today to be ready for that feature, you know, coming up so quickly? [00:17:02] Andrea Haupfear: Yeah, absolutely. So a couple things that that come to mind. So number one and we've all been hearing kind of the next and elitist buzzword is around agents and agentic AI. So really how. I think about agents is how do we provide some of those tasks that, you know, may not necessarily whether they're they're still important, but, you know, maybe take up a lot of our time [00:17:29] but being able to provide and have a AI model behind that. To really free up some of the workload and provide some of our end users more on the strategic front. Freeing up some of that time. So I think in my humbled opinion, Agentic AI but Agentic AI at scale. So a lot of our customers are looking at what we have and this is where we're embedding. [00:17:54] Within our SAP applications agents within each one of our lines of business, but also custom agents. So this is something that is going to be released here in the next next several months, is looking at I have my embedded agents, but if I have very specific and unique, maybe differentiated business processes, how can I be able to integrate and infuse custom agents or an agent within this particular process? [00:18:23] And so this is really where I think is gonna we're really gonna see a lot of value coming in from our customers that says, yes, I can use agents in a multitude of different ways. Second is thinking about as an organization, we're becoming more dynamic and, and open source for data and how we can process it in a business context. [00:18:47] So thinking about, yes, I mentioned the Business Data Cloud, but also you know, strong partnerships. That was just announced with Snowflake as well. Right? So bringing in, yes, not only our internal data, but also our external data as well. How can we take that data and be able to normalize it? As far as from an architect's perspective, here are a couple points that I was kind of thinking about in my mind as we were going through this. [00:19:13] Was around keeping the core clean, right? So making sure that, yes, we're using our, our business technology platform various extensions and agents and skills from from JUUL studio and avoiding really those those drastic upgrades. And also kind of how I'm thinking about this is adopting that data product mindset. [00:19:40] So looking at, and I mentioned this as well, like Business Data Cloud, from looking at semantics and lineage, but also looking at retrieval methods. So vector engines and knowledge graphs. But then also thinking about it from a process perspective and [00:20:00] designing agent guardrails. So making sure that you have a much more standardization of an understanding of those roles and permissions. [00:20:10] Understanding human in the loop checkpoints at what point should be automated versus, okay, we need to have a set of eyes on this to actually be able to say, yep, this looks correct. I think that that's extremely important. [00:20:25] Mustansir Saifuddin: Yeah, for sure. And I think a couple of things that really stuck out for me. One is very near and dear to me, is the data part. And you talked about the partnership with Snowflake coming out recently, and I think it's important, especially when we talk about data for an organization. It's not just SAP data, it's like the overall, right? [00:20:42] You know, this, what does it really make up my organization? So [00:20:45] great approach from SAP, how it's trying to bring in like a business context around it, right? You have information within your ERP, outside of your ERP and then using the BTP platform. and the BDC platform to kind of bring it all together. So I think great segue, especially when we talk about agents and you know, we've all been talking about agents you know, for quite some time now, but now we can see the real value, how we can customize it and bring it together from a data perspective. So great conversation. On a personal note, how are you staying up, you know, on top of all these changes taking place in technology and business? What is your secret sauce? [00:21:26] Andrea Haupfear: Yeah, no, it's tough 'cause it's changing daily, weekly, right. And so being able to stay, have it stay top of mind. This is something that is part of, yes, not only my passion and what I do day in and day out, right, but also looking and getting, keeping educated not only from a process perspective by virtue of, you know, our internal processes, what we have in our products and our product offering, but also external with our clients. [00:21:54] To say, okay, what are they doing today with their processes? And then how can we leverage AI within that? So yes, not only from an internal knowledge sharing perspective, from a functional and technical perspective, but also external as well. And then thinking about external blogs, news sources, those are just kind of some of the things that I try to stay up to date. [00:22:16] You know, as best as I can. [00:22:18] Mustansir Saifuddin: No, I hear you on that. It is, it is a constant learning and I think that's the key, right? Educating [00:22:23] and educating and educating and be able to find your sources. I think that's the key. Great conversation. I know we are at time, what would you take out of this conversation that we just had and want to leave a particular takeaway for our listeners and folks who are interested in this topic? [00:22:42] Andrea Haupfear: Sure. Absolutely. So AI is not just like, and, and I meant we mentioned this earlier on, right? AI is not just in our personal lives, but it's also in our workplace and it's very, very real. We are seeing our companies and our customers take advantage of infusing AI into their business processes and receiving the high ROI in their processes. [00:23:05] The key is to start small. Strategically and identify which areas will have AI and will have that high ROI, but then also have the highest value when it comes from an impact perspective. We see this to where we run this as, as ultimately an ideation sessions with our customers and from the takeaway out of those sessions is they can start to craft an internal roadmap that will lead them to AI success. [00:23:38] And ultimately our organization can help them get there along the way, even whether they're just dipping their toe in the AI pool or some, some customers that we deal with already have strong partnerships with large language model providers or they're partnering with universities, things like that. [00:23:57] The end goal in net net is that [00:24:00] our organization can help to not only help identify those high value AI use cases, but also investing in you to create those. We offer a free proof of concept in as much as eight weeks. You mentioned this, you know how frequently this is changing. [00:24:18] AI is changing. Right? And this is where we can develop these proof of concepts to where you, our customers can be able to realize those value in a very quick and short amount of time. And so that's ultimately where I wanna leave the audience with is that we're, we're seeing AI not just in our personal lives, but also in the workplace. [00:24:39] And we're actually showing them and, having them realize it in real time. So you guys can, can feel free to reach out to me. I think we'll have my contact information at the end of the podcast here. But you know, happy to have further conversations with you and your organization. [00:24:55] I wanna thank you again personally for inviting me to the podcast and to discuss a, a very, very close and passionate topic for me. [00:25:04] Mustansir Saifuddin: It's a pleasure to have you, Andrea, and really, I think it was a great conversation. You touched upon so many different things and I think that was the purpose of this, was to kind of bring light to exactly what's going on in, you know, we talk about AI in general, but what is really happening at the inter-enterprise level [00:25:21] and what is the real value when folks are looking at, from a business perspective. How to increase ROI in this new technology and what does really mean in terms of increasing business revenue and across the board improving efficiencies. Right? So it's all together. But thank you so much for coming on our show. [00:25:42] Andrea Haupfear: Absolutely. Thank you for having me. [00:25:44] Mustansir Saifuddin: Thanks for listening to Drug Driven Business, brought to you by Innovative Solution Partners. SAP is helping customers move from AI experimentation to enterprise value by embedding AI where work happens, grounding it in trusted data and business context. And ensuring governance, auditability, and control. [00:26:10] Andrea's Key takeaway? Start small. Focus on the highest ROI use cases and build a clear roadmap because when AI is tied to real processes and real outcomes, SAP customers can unlock faster decisions, lower risk, and measurable impact. We would love to hear from you. Continue the conversation by connecting with me on LinkedIn or X. [00:26:36] Learn more about innovative solution partners and schedule a free consultation by visiting isolutionpartners.com. Never miss a podcast by subscribing to our YouTube channel. Information is in the show notes.        

When Matt Aulsbrook moved to Fort Worth, he was riding the bus to DWI classes and sleeping on a blow-up mattress. No license. No law degree. No safety net. Today, his firm is one of the most active trial teams in Tarrant County, with an eight-figure practice built on profit discipline, not vanity metrics. In this episode, Matt breaks down how he bootstrapped growth, survived the lean years, and uses a simple KPI stack to keep his PI shop healthy in a brutal market. You'll learn: The real ROI timelines behind digital, radio, and TV (and how to know if your spend is actually working) The simple KPI mix that reveals whether your firm is healthy, overstaffed, or running too thin What high-performing intake teams focus on to consistently convert wanted leads Ways firms are using AI and mass-tort diversification to stay resilient in unpredictable markets If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

Abdul Al Assad, founder of Basic Capital, joins the show to discuss why people deserve more leverage in their retirement portfolios. A smart man once said that "men go broke over ladies, liquor, and leverage." Abdul articulates a different version of leverage; specifically medium duration (10 year) non callable, non recourse leverage. In the episode Abdul acknowledges the potential for large market to market drawdowns. That said, he challenges the listeners to think through the long-term implications of what he is saying.We hope you enjoy the discussion. Sponsorship InformationThank you to ⁠Trata⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠trytrata.com/brew⁠ OG Sponsor Shoutout!Thank you to ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

In this espisoder, our listeners ask John anything! Summary Your chance to ask John anything!  In this episode of the Customer Service Revolution podcast, Denise Thompson asks John R. DiJulius III questions submitted by our listeners.  They discuss various aspects of improving customer service and employee engagement. They address the challenges of busy schedules, the importance of empathy, recognition, and training, and the role of middle management in driving customer experience. The conversation emphasizes the need for a human touch in customer interactions, even in an age of automation, and highlights the significance of creating a customer experience action statement as a guiding principle for organizations. Takeaways: Start with a customer experience action statement as a guiding principle. Employees may not care as much as entrepreneurs, but they can be engaged. Earned growth is a better KPI than traditional metrics like NPS. Empathy fatigue is real; leaders must help employees manage it. Recognition and appreciation are crucial for employee motivation. Training should allow for personal expression while maintaining professionalism. Middle management plays a key role in driving customer experience initiatives. Human interaction is essential, even in an increasingly automated world. Hiring for empathy and people skills is critical for customer service roles. The first commandment of customer experience is igniting the revolution. Chapters: 00:00Igniting the Customer Experience Revolution 11:58Balancing Budgets and Customer Experience Investment 15:06Re-energizing Employees Around the Mission 17:37The Role of Middle Management in Customer Experience 24:56Training for Consistency Without Scripts 27:31Future-Proofing Customer Experience 38:22Conclusion and Key Takeaways Links: Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Ask John!  Submit your questions for John, to be aired on future episode:  tdg.click/ask Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Books:  https://thedijuliusgroup.com/shop/ Contacts:  Lindsey@thedijuliusgroup.com , Claudia@thedijuliusgroup.com   Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

In Part Two of this high-impact conversation, Dwayne continues his deep dive with global business strategist and Success Story Podcast host Scott Clary, who breaks down exactly why attention is the foundational currency of modern business — and why companies that fail to adapt will be overtaken by those who move quickly with media, content, and AI.Scott unpacks the psychology of why leaders resist content, the identity fear behind “not wanting to suck,” and how legacy businesses risk losing everything because they're still marketing for 2005 while technology is sprinting into 2025.Dwayne and Scott explore real-world examples—from lawn-care companies to B2B manufacturers to billion-dollar firms—and show how even the most “unsexy” industries can dominate simply by capturing attention and building trust at scale.The conversation expands into AI disruption, the collapse of traditional SEO, the rise of generative search, modern buyer behavior, shortening sales cycles through content, and the undeniable compounding power of personal brand.This episode is a wake-up call to business owners everywhere: adapt now, or be replaced by those who do.EPISODE HIGHLIGHTS00:00 – Media equals attention and attention drives every business outcome. 02:00 – The real starting point for content: sucking at first and learning through repetition.04:30 – Scott unpacks why universal business principles apply to content creation. 06:00 – Identity, fear, and why business owners avoid content creation.07:00 – The widening gap between tech adopters and those still resisting digital change. 09:00 – Legacy vs. legitimacy: content won't damage your reputation, but irrelevance will. 11:00 – Content isn't just video - newsletters, audio, and niche education all count. 13:00 – Niche creators winning with “unsexy” businesses. 17:00 – Example content strategies.20:00 – Why Scott studies fast-growing creators - not the biggest creators. 23:00 – The explosive business outcomes possible when you master content (“not a 1x or 2x”). 27:00 – Why even billion-dollar CEOs must build trust through media. 33:00 – How content accelerates B2B sales cycles and increases closing ratios. 37:00 – Generative search is replacing Google.43:00 – Scott breaks down the KPI stack: retention, shares, watch time, and qualified leads. 48:00 – Essential tools: ChatGPT, Claude, Opus Pro, CapCut, etc., and what they're best for. 50:00 – Hiring global talent.56:00 – The coming AI household-assistant revolution.01:02:00 – SEO collapse and the rise of creator-driven education and media networks. 01:08:00 – Entrepreneurs have already done hard things - this is simply the next one. 01:10:00 – Passion is the outcome of mastery, not the prerequisite. 01:11:00 – How older leaders can partner with younger digital natives.KEY TAKEAWAYSAttention is the gateway to trust, and trust drives every buying decision.Content doesn't mean dancing online; it means choosing a medium you can stick with.AI and generative search are rewriting SEO overnight.Content massively increases sales velocity and close rates.Small businesses have the most to gain from adopting a media strategy.Entrepreneurship is staying alive long enough for your strategy to work. QUOTES:"Media is attention. From the beginning of time, attention and...

Most dental offices don't have an office manager problem—they have a role definition problem. We promoted the best front desk performer, gave them a title, and then left them buried in tasks with no roadmap for leadership. In this conversation, I share the exact KPI-based bonus system that transforms a “super admin” into a true leader who aligns team behavior with the practice's goals and delivers measurable growth.Ready to align behavior with results and build a practice that runs without you? Subscribe, share this episode with a fellow practice owner, and leave a review to tell us which KPI you're prioritizing next.GRAB THE FREE PLAYBOOK HERE - Discover 30 proven strategies top-performing dentists use to increase profits, cut clinical days, and finally enjoy the freedom they originally built their practices for.https://www.dentalpracticeheroes.com/playbook Check out www.relevanceonlinemarketing.com if you want to get the same great marketing results as Dr. Etch.  Mention DPH and get your first month FREE!Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.

Having helped grow Duckhorn from $5M to $500M in revenue and the sales team from 1 to >100 people, Pete Przbylinksi, former Chief Sales Officer of The Duckhorn Portfolio for nearly 30 years, has a deep understanding of managing US wholesale markets. In this two-part episode, Pete dives into every aspect of managing a wholesale sales team, including incentive structures and collaborating with distributors.Detailed Show Notes: Duckhorn went from 50k cases / ~$5M in revenue / 14-15 employees (1995) to ~$500M revenue (2024)The Duckhorn PortfolioDuck themed: Duckhorn Vineyards (1978), Decoy (2nd label originally), Paraduxx (1994), Goldeneye, Migration, CanvasbackAcquisitions: Calera (2017), Kosta Browne (2018), Sonoma Cutrer (2024)Keys to Duckhorn's successBrand equity - focused on Merlot, which was hot in 1980s-1990s and catapulted wineryKey assets - #1 people, #2 brand equityThe French Paradox (1991) created big demand for red wineTable stakes are good scores, showing up in the market, hosting guestsSales team grew from 1 person to >100 (~85 in the field)No perfect way to calculate ROI for sales people1st method: too many cases & distributors to manage, needed more people2nd method: quantified expected incremental sales from more people (data was full of holes)Final method: managed to target of 8-10% sales opex / revenue, because a KPI for SLT and BoardSales team rolesRegional Managers, over a series of states (50-60% of time working w/ distributors, the rest out in the market or internal analysis and reporting)District Managers, geographically concentrated, go into accounts you want to be inNational Accounts, on and off-premise; a challenge to determine which accounts are national vs regional, ended up doing it case by case and assigning accountsDistributor consolidation led to wineries needed to do the work they cannot doE.g. - identifying underrepresented accounts and coming up with action plan by regionIdentifying top salespeopleLook at overall contribution margin for the regionShare of business in market (using IRI, distributor reports, account base)Gross Profit%, identifies amount of trade spend usedHow responsive they are, their handle on the market, their decision making#1 method: do they bring new ideas to the tableIncentivizing salespeopleBonuses must be meaningful (25-35% is meaningful), higher for higher levelsLook at contribution margin relative to budgetUsed a curve (

Jason Bronstad is the CEO of Malk Organics, a clean-label, plant-based milk and creamer brand. Jason began his career in the food and beverage industry at Sara Lee, serving across several managerial and directorial positions between 2004 and 2010. He then went on to become VP of Sales at Mike's Hard Lemonade and then the President of Mighty Swell Cocktail Company before joining purpose-led start up, Malk Organics, in 2020. He joins Roy to discuss the ins and outs of shaping culture, values-driven hiring, evaluating talent, learning to keep things simple, and much more. Highlights from our conversation include:Core beliefs and values that comprise Jason's leadership playbook (3:55)Connection to mission (6:12)Hiring lessons learned during periods of brand growth and development (8:20)Key characteristics of high-performing leaders (11:40)Important traits Jason seeks in his direct reports (14:15)Evaluating cultural fit in prospective talent (15:50)The parts of Malk's culture that make Jason most proud (18:08)Jason's definition of success and how it's evolved over the course of his career (20:22)His advice for the next generation of CPG leaders (21:10)

Ted Merz is a veteran media and product leader with 30+ years shaping financial journalism, rising from Bloomberg's 15th newsroom hire to Managing Editor for the Americas and leading product innovation with AI-driven analytics before co-founding Principles Media and Pricing Culture.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/Find me on Substack!3:00 - Ted discusses New York's unique advantage: unlike cities dominated by single industries (SF/tech, DC/politics, LA/entertainment), New York offers everything—tech, finance, media, advertising—creating endless opportunities to learn from the best across multiple domains.8:00 - The Bloomberg origin story: When Ted joined as the 15th hire in 1990, nobody knew it would become dominant. People questioned whether a data company had the right to produce news. Bloomberg fought for White House credentials, viewed as illegitimate by established media.15:00 - Bloomberg's founding insight: Mike Bloomberg created the first B2B SaaS company before the term existed, building a real-time financial information platform that fundamentally changed how markets consumed data.25:00 - Career transition wisdom: Your network changes dramatically when you leave big institutions. Ted learned to broaden his approach—meeting people not for immediate transactions but for perspective, serendipity, and unexpected connections.35:00 - The evolution of media: Ted emphasizes the importance of "learning in public"—creating content that reaches beyond immediate circles. Even 1,000 views represents an audience unimaginable in the 1980s.55:00 - On building networks: Don't only meet people who can hire you. Meet broadly for perspective on what you should do, how to do it, and who else is playing the game. Matt Ziegler exemplifies the "one plus one equals a thousand" connector.1:04:00 - Redefining success: Ted's perspective evolved dramatically from Bloomberg days when titles and team size mattered. Now success means doing passionate work—writing, communicating, shaping words—while making a living and meeting great people.1:06:00 - The Friday night test: Bogumil shares his realization—spending Friday evening researching a company out of pure curiosity, not obligation. When you love the process itself, you've found something meaningful.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this conversation, Jim Hayes, founder of Lucerna GlobalCapital, shares why he thinks there is an opportunity in emerging markets. Prior to founding Lucerna, Jim spent 13 years at Fidelity. Jim's last role at Fidelity was covering a number of sectors in the $35Bn Fidelity Series Emerging Market Fund. This discussion highlights the potential opportunities in Latin America and Southeast Asia. In other news, thank you for your support. 763,000 minutes were spent listening to this show in 2025. Let's go!Sponsorship InformationNew Sponsor Alert! Thank you to Trata for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to trytrata.com/brew OG Sponsor Shoutout!Thank you to ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.