Podcasts about kpis

Send us a textWhat if authority wasn't about being the best closer, but about creating the safest decision for your buyer? Grant sits down with Doug Brown—CEO of CEO Sales Strategies—to explore how shared context, credible associations, and personal ROI can transform ordinary sales conversations into trust-driven commitments. From New England roots to global brands, Doug shows why familiarity is a strategic lever, not a vanity metric.We dig into the gap between “good” sales teams and those viewed as market authorities. The surprise: status and positioning can tilt the field before price is ever discussed. Using vivid examples—from first-class optics to iconic venues—Doug explains how perception amplifies pricing power. But he also grounds it in craft: speak to the business ROI and the personal ROI driving real human decisions, whether that's safety, reputation, or career risk. Buyers sign when they feel both the numbers and the nerves are addressed.The heart of the conversation is resilience. Doug recounts a costly client pivot that vaporized roughly $2M, then shares the mental and operational playbook that pulled him forward: stop treating symptoms, remove root causes, and take one meaningful step every day toward a clear North Star. We also get practical with a 90-day revenue plan that works without heroics—set a truthful target, do the math on KPIs, reengage dormant clients, increase touchpoints, and define your ideal right-fit buyer to align message and market. We close with a grounded take on AI: use it to accelerate research and outreach, but never outsource the human-to-human moments that make complex deals possible.If you're ready to sell with authority, protect your margins, and build pipeline you can trust, this conversation gives you the mindset and methods to start today. Subscribe, share with a teammate who needs a boost, and leave a review with your biggest takeaway—we read every one.Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com. And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/ See you next time on Follow The Brand!

Is retail dying or are we just doing sales completely wrong? Everyone keeps yelling about online shopping, the economy, and why “nobody wants to buy anything,” but what if the real problem is the way we're showing up in front of customers? What if the biggest leak in your business isn't traffic, but the human connection you never built? This conversation flips the usual retail pity party on its head and asks the uncomfortable question: Are we the ones pushing customers out the door? Studio Sponsor: ⁠Cardio Miracle⁠ - "Unlock the secret to a healthier heart, increased energy levels, and transform your cardiovascular fitness like never before.": ⁠CardioMiracle.com/TBNS⁠ Today I'm joined by sales legend Bob Phibbs - the Retail Doc - and we dig into why small and mid sized businesses keep losing sales they should be winning, how mindset is quietly destroying your revenue, and what every entrepreneur needs to fix before blaming the market. If you've ever wondered why your KPIs are sliding, why your team feels stuck, or why retail still matters in a digital world, this might be the episode that changes everything. Order ⁠Cardio Miracle⁠ (⁠CardioMiracle.com/TBNS⁠) for 15% off and take a step towards better heart health and overall well-being! WATCH The Brian Nichols Show on ⁠YouTube⁠ & ⁠Rumble⁠. Follow Brian on social media: X.com/Twitter ⁠(https://www.briannicholsshow.com/twitter⁠) & Facebook (⁠https://www.briannicholsshow.com/facebook⁠) LIKE, SHARE, and SUBSCRIBE to ⁠The Brian Nichols Show ⁠for 3 new episodes per week! Email Listener Questions to ⁠brian@briannicholsshow.com⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, host Dave Sullivan dives into the marketing challenges that roofing contractors deal with every day. He really stresses the importance of transparency and actually understanding where your marketing dollars are going. Dave shares some real-life lessons from his coaching clients, pointing out why it's crucial to track key metrics, pre-qualify your leads, and make sure your sales and marketing teams are working together. He also gives some super practical tips on how to audit your marketing agency, set the right KPIs, and use tools like Proline CRM to see what's actually working. Dave encourages contractors to focus on booking appointments, building a strong sales team, and joining mastermind groups for extra support. It's all about helping you grow a profitable roofing business, without all the stress!What you'll hear in this episode:Importance of marketing for roofing contractors and common challenges facedInsights into a client's struggles with marketing despite high spendingThe three critical components of a roofing business: selling work, doing work, and keeping scoreNecessity of understanding financial metrics and key performance indicators (KPIs)Issues with transparency and clarity in marketing expenditures and resultsThe significance of pre-qualifying leads and tracking conversion ratesRecommendations for effective marketing strategies and budget allocationRole of independent audits to assess marketing effectiveness and agency performanceThe need for a solid sales process to convert leads into customersEmphasis on continuous improvement, tracking, and accountability in marketing and sales effortsResources:Connect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Download the 2024 BFS Strength Report for all of the details from the conversation, plus insights we didn't have time to cover. Also take the BFS Business Assessment (in partnership with BFU) to receive your individualized BFS Scorecard, a data-backed snapshot of how your studio compares to industry benchmarks across the KPIs that matter most (lead volume, conversion, recurring revenue, churn, and LTV).

Is retail dying or are we just doing sales completely wrong? Everyone keeps yelling about online shopping, the economy, and why “nobody wants to buy anything,” but what if the real problem is the way we're showing up in front of customers? What if the biggest leak in your business isn't traffic, but the human connection you never built? This conversation flips the usual retail pity party on its head and asks the uncomfortable question: Are we the ones pushing customers out the door? Studio Sponsor: ⁠Cardio Miracle⁠ - "Unlock the secret to a healthier heart, increased energy levels, and transform your cardiovascular fitness like never before.": ⁠CardioMiracle.com/TBNS⁠ Today I'm joined by sales legend Bob Phibbs - the Retail Doc - and we dig into why small and mid sized businesses keep losing sales they should be winning, how mindset is quietly destroying your revenue, and what every entrepreneur needs to fix before blaming the market. If you've ever wondered why your KPIs are sliding, why your team feels stuck, or why retail still matters in a digital world, this might be the episode that changes everything. ❤️ Order ⁠Cardio Miracle⁠ (⁠CardioMiracle.com/TBNS⁠) for 15% off and take a step towards better heart health and overall well-being!

In this reflective episode, Bradley Hamner challenges listeners to step back from short-term thinking and consider their business and personal trajectory over the next decade. Inspired by MrBeast's viral "Me in 10 Years" video from 2015, Bradley explores why we tend to overestimate what we can accomplish in the short term while underestimating our long-term potential.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming Workshop or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner with them, they'll waive all setup fees. About Above The BusinessAbove The Business empowers business owners to rise above the daily grind and embrace a...

Doug McHoney (PwC's International Tax Services Global Leader) is joined by returning guest Tadd Fowler, Senior Vice President, Treasurer, and Global Taxes at the Procter & Gamble company. Doug and Tadd discuss US tax policy after the Tax Cuts and Jobs Act, the OB3 package's priorities and fixes (including interest expense apportionment, GILTI and FDII changes, and maintaining competitiveness), and why certainty still depends on ongoing policymaker education. They examine the OECD Pillar Two ‘side‑by‑side' concept, the daunting Pillar Two compliance overlay on US rules, and P&G's own Pillar Two posture. They also cover operating‑model design, incentives and foreign direct investment, how AI augments rather than replaces decisions, and the tax team's priorities—business partnership, compliance productivity, people and capabilities, and advancing tax certainty through transparency and cooperative programs.  

In this episode, Kirk Teachout and Zach Shelley break down the nine essential Key Performance Indicators (KPIs) every dental practice should track to stay healthy and grow. From new patient acquisition and retention to treatment acceptance, collections, and payroll management, they explain what each metric means—and why it matters. Kirk and Zach also share practical strategies for improving these numbers and using data to drive smarter, more efficient practice management.

Are you about to become invisible in the new era of dental marketing and AI? In this episode, Dr. Anissa Broussard shares how she went from a small island practice in Jamaica to leading a top dental marketing and AI agency built by a dentist, for dentists. If you're tired of being the best-kept secret in your city, this conversation is your roadmap.Dental marketing for dentists has shifted dramatically, and practices now need more than traditional dental marketing or basic dental practice marketing to stay competitive. Working with a specialized dental marketing agency can help dentists implement modern strategies like AI dental marketing, social media for dentists, and funnels for dentists—all designed to attract the right patients and create predictable dental practice growth. These tools make it easier to connect with people, build trust, and grow my dental practice without relying on discounts or outdated tactics.In today's landscape, marketing for dentists must include intelligent systems, automation, and platforms like ChatGPT for dentists to streamline communication and increase conversions. Leaders such as Dr. Anissa Broussard and her agency Digital Floss are setting the standard for what effective, authentic, and future-proof dental marketing looks like. By combining brand storytelling, omnichannel content, and AI-driven optimization, dentists can elevate their visibility, strengthen their reputation, and drive sustainable growth in any market.Chapters (Timestamps)00:00 Intro & why this conversation matters for dentists00:56 Who is Dr. Anissa? From dentist to marketing expert02:10 Getting bored with clinical dentistry & the legacy question03:18 Writing the book, starting the podcast & first Facebook course04:30 Working with Russell Brunson, funnels & becoming “the dentistry funnels girl”06:20 From coaching to software: Delivering Well + Dentalflix07:22 The birth of Digital Floss & “my last gift to the industry”08:26 Built by a dentist: why that changes everything in an agency10:20 Growing up in New Orleans & the Popeyes story that shaped her leadership13:20 Core lesson: “Take care of people and they'll take care of you”15:15 How belief, leadership and seeing people's future selves drives coaching16:15 The crazy early story with Go High Level & being “8 years too early”18:48 Behind the scenes: daily meetings with developers & building AI tools20:10 Custom AI ambassadors in the doctor's own voice (and why it matters)22:03 Let AI handle follow-ups so your team can focus on real relationships23:11 Biggest mindset blocks dentists have with social media & content25:45 “I don't want other dentists to think I'm showing off” – visibility fears29:07 What being a real dentist lets Anissa do that agencies can't31:20 Brand, KPIs, NLP and the psychology of conversion for dentists34:02 Why she refuses to build brands like Neiman Marcus with a Dollar Store site35:12 The full modern stack: social, funnels, SEO, AI, reviews & omnipresence37:54 How Instagram, Google and AI labs now read your content everywhere40:00 Funnels vs websites (and why ads shouldn't go to your homepage)41:16 The coming AI shift: why some practices will disappear from recommendations43:05 How early adopters are winning top spots without SEO or massive ad spend45:08 One dental marketing myth that must die: “You have to discount”48:00 Moving patients from price-shopping to “I'm not going anywhere else”50:00 Anissa's most underrated tactic for dental practices right now51:21 If she lost everything: how she'd rebuild a practice in 30 days53:00 Strategic alliances, study clubs, and relationship-driven growth55:02 How to work with Digital Floss & what happens on the first call56:35 Final thoughts: don't coast into the AI era—lead it

Hi! Ever felt like you're on a Disney ride through every big-company headache imaginable? Think lawyers, bankers, finance goons, stale conference rooms, staid conversations and the creeping sense that the machine is running you, not the other way around.Big companies exist for good reason. They build real things - consistently. They deliver at scale. But they also can suffocate the people who want to tinker, experiment, break stuff, and dream. The renegades. The builders. The ones who get hives at the prospect of OKRs, KPIs and strategery. On this episode of Unsolicited Advice, we get into what it actually takes to keep creativity alive when the machine takes over. How small groups can save big companies. How to protect the spark from the process. How to build something real without getting crushed by the weight of everyone else's need for control, accuracy and uniformity. If you've ever felt yourself wither in a big org or wondered why your best ideas show up in small rooms, this one is for you.This is WORK: Unsolicited Advice! Watch full episode on YouTube. Get full access to WORK at erikaayersbadan.substack.com/subscribe

When the Chief Customer Officer role first emerged in SaaS, Alexis Hennessy was already there—helping define it. Twelve years ago, she co-founded the post-sales executive search practice inside Heidrick & Struggles, one of the world's premier search firms. She witnessed the rise of the CCO, the collapse of the role during the downturn, and now the fastest resurgence the market has seen in years.In this episode, Alexis breaks down why retention has become existential, why CCO hiring has spiked again, and what the best CCO candidates consistently do to stand out. She details the patterns behind successful hires, the emergence of consumption and AI-driven operating models, and why the path from CCO to CEO may finally be opening wider than ever.A practical and unfiltered look into the future of post-sales leadership—from the person helping shape who gets the top jobs.---Timestamps0:00 – Preview & Introduction1:22 – Meet Alexis Hennessy: Partner at Heidrick & Struggles2:02 – Many CEOs Still Don't Know What They Want4:10 – What CEOs Want in a CCO5:16 – What Great CCO Candidates Do in Interviews6:15 – Why CCO Hiring Is Surging Again7:25 – What Sets VP Candidates Apart When They Want to Move Up9:00 – Are Boards Demanding AI Experience? 10:45 – What the Best CCO Hires Do in Their First Year12:45 – Personality Traits That Define High-Performing CCOs13:43 – Agentic AI, Consumption Models & the New Stakes for CCOs15:23 – Can CCOs Become CEOs? 18:28 – Predictions: The Future of the CCO Role19:23 – Closing Thoughts---What You'll Learn* Why the CCO role is surging again after a multi-year slump* The three types of CEOs who hire CCOs—and which ones to avoid* The interview behaviors that separate top candidates from the rest* Why “listening first” is the #1 predictor of CCO success* What VPs need to show to break into the CCO ranks* The business conditions making the CCO-to-CEO path more realistic than ever* The critical KPIs great CCOs build to influence their executive peers* How consumption and agentic AI models increase the strategic importance of retention---Check out the Key Takeaways & Transcripts: https://www.gainsight.com/presents/series/unchurned/---Where to Find Alexis:LinkedIn: https://www.linkedin.com/in/alexishennessy/---Where to Find Josh:LinkedIn: https://www.linkedin.com/in/jschachter/

Cold calling doesn't have to be complicated. Abdul Ghaffar breaks down the exact system his team uses to turn raw lists into warm conversations, collect real motivation fast, and consistently close contracts. He shares the KPIs they track, the mistakes beginners make, and how to structure calls so sellers feel informed—not pressured. If you want a simple, proven framework for getting more deals from your calls, this episode gives you the blueprint. KEY TALKING POINTS:0:00 - Adbul Ghaffar's Business2:47 - His Cold Calling Playbook & How To Talk To Sellers6:37 - The Biggest Mistakes New Callers Make10:11 - The Closing Timeframe To Give The Seller10:57 - Advice On If You Haven't Gotten A Deal Yet12:26 - Using A Cold Calling Service14:31 - Outro LINKS:Instagram: AK Callershttps://www.instagram.com/akcallers Website: AK Callershttps://www.akcallers.com Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

Trish shares with Tiff and listeners her experience with a practice that started with a whole lot of uncertainty under a new doctor, and the steps undertaken that lead to a thriving workplace within a year. Specifically, she touches on how trust, flexibility, and numbers each played a role in this success story. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:   The Dental A Team (00:01) Hello Dental A Team listeners. I am so excited to be here today. We are, I have Trish here with me. So we are here just hanging out today and we, I'm so excited actually that we did this at 8 a.m. It's way more fun. At first I was like, ⁓ that is early to be ready. But then, know, we're like, spray our hair's great. Our makeup is fresh. Like it's actually super fun. So thank you for spending your morning with me Trish. How are you today? We are hot to try.   DAT Trish Ackerman (00:27) Thank you. We are hot to trot.   The Dental A Team (00:31) Trish, I got to love on you already twice, so go listen to the buyers and the sellers version of practice ownership, you guys, because you'll get to hear how amazing Trish is. But I want to pull a random on you, Trish. And I have not asked in a while, and I think that the Dental A Team listeners in the world out there needs to hear, how are the piggies? And yes, I said pigs, like oink oink, how are the piggies?   DAT Trish Ackerman (00:56) The piggies are great. So I do have two pigs and ⁓ they are very well known with my friends and my colleagues. I have, it's Miss Daisy and Joey and that is spelled J-O-Y-E. And well, they're doing great. However, winter's here is coming. It's winter in Arizona. we think they don't like the cold. They don't like the cold at all. So we have been having some loud piggies that like to come indoors and they do. So we have in and out pigs to go in and out with dogs.   The Dental A Team (01:07) course.   Yeah.   Ugh.   Yeah.   DAT Trish Ackerman (01:26) We have a total podcast just about that. anybody's thinking about getting a pig, please call me first.   The Dental A Team (01:30) Yeah, yeah, and that's true.   I, Trish, I think actually, like, save the pigs. I think that's a really good point because I and we can, you can take any theory and apply it to anything, right? Anything, everything looks great. ⁓ And when you're in it, you realize maybe I didn't do enough research, right? So this sounds like a great idea, but maybe I didn't do enough research. And I've known people, aside from you who have had   pigs as pets. And I know one family that just thrived loved their pig and ⁓ they live a long time. You guys, there's a lot to know about pigs. are incredibly smart. ⁓ but I do believe they're very smart to the point of like stubbornness, right? But there's like so much to learn and Trish, something that everyone should know is a passion of yours is these, the pig projects.   Right? And that stems from that right there, in my opinion, of people not understanding what they're getting into. When I was young, I wanted nothing more than a little pig. I wanted a little piggy. Right? And so many people in the early 2000s, in the 90s, they got a little piggy. And what happens to a little piggy, Trish? This little cute little oinker does what?   DAT Trish Ackerman (02:49) it gets real big real quick and then it roots everything and people are not prepared very and loud we prepare yes life's not   The Dental A Team (02:50) They're so big!   They're so big, they're so destructive.   loud. My mom was like, you're not getting a pig. Yeah. Thank God.   So, so everyone knows Trish does, she volunteers ⁓ for, there's a whole, the whole place here, the volunteer that takes piggies and cares for them and loves them. And it's just something that she's really, really passionate about that I didn't even know existed until meeting Trish. So thank you for bringing that to my life. But   I love the analogy that can be taken from that, right? Because we do that with everything. We're like, okay, that was so cute. my gosh, sparkly, do it, yes. This is an instant yes. I want it, I need it, I want a goat, right? I want a highland cow, a mini highland cow, because why? Instagram shows me pictures of them next to a fireplace. I wanna cuddle with a mini highland cow. That sounds dangerous, right? Like I also want a coyote.   DAT Trish Ackerman (03:40) Yes, yes.   Yeah, it's great.   The Dental A Team (03:57) Like there's so many things that we want in life because they're cute and they're sparkly and they feel like they're gonna feel amazing. And then we get there and we're like, ⁓ shoot, I did not do the research. I did not realize this pig was gonna get so giant, right? So I love that. Thank you for letting me take that journey with you. And so if you do have piggy questions, Trish@TheDentalATeam.com. It's her direct line. You can make sure.   DAT Trish Ackerman (04:03) ⁓   Mm-hmm.   Thank you.   I'm your girl.   The Dental A Team (04:25) And it's going to be just fantastic. It's going to be so much fun. okay, on that note, practice owners, doctors, know, teams even, we all get into that space, right, of shiny object syndrome, or it just sounds like it's going to be amazing, or it looks so pretty. And we sometimes tend to miss some of the underlying pieces that we've got to know. And I think that's where consulting is super beneficial.   for practice owners. There are so many things that you don't know until you know. And a lot of those pieces are healthy patient base, right? What is a healthy patient base? How do I keep, maintain, create a healthy patient base? What the heck is billing? How do I even do that? What is insurance? Why do they tell me what I can and cannot do? These are literally real questions that we get from doctors and, or team.   Why does my team hate me? How do I make my team like me? Well, my team likes me, but they don't respect me. Culture is massive. And all these things are things that we don't always think about when we purchase a practice and we get into this like beautiful building or the, ugly building that we're going to make beautiful or whatever it is. And just like the piggies, it was so cute and such a good idea. And then all of a sudden it's this massive.   Mass, like how much do they weigh Trish? Like a full grown pig weighs what?   DAT Trish Ackerman (05:56) I mean, I don't have the hogs, but Miss Daisy, I mean, she's close to 90 pounds and Joey, he's about 110 pounds and they start out little.   The Dental A Team (06:01) 110.   Yeah, yeah, and people think like a St. Bernard is wild. Like no, these are pigs, right? Like it was so cute. They are really cute still. I'm not saying they're not still cute. I'm just saying they come with some baggage, you guys. So when we're looking at these practices and we're helping these practice owners, these are pieces that we have to dig for. We've got to be like, hey, like that's a truffle finder. Like that pig is going to tear up your backyard.   but we can safeguard it. There are things that can be put into place to make sure that your backyard is safe, right, or as safe as possible. Same thing with your practice and your consulting. And that's what we do. We are good. Trish is great at pigs. She is great at many things. Recare, reactivation, AR, billing, team, culture, leadership. I could literally list the millions of things that Trish is really, really fantastic at.   And I think sometimes she's like an octopus that can just like all these arms are just going in different directions and she's just so fantastic at it. And Trish, we've talked about a specific client before and this client is just super cool, super amazing, super fun and a go-getter, like quietly a go-getter, which I love. I love that it's like a sneaky go-getter because he's so quiet. ⁓   So we talked about them before, but something I wanted to kind of highlight and focus on today during our podcast is yes, they've done these amazing things and with your leadership and your guidance, they have implemented some really incredible tools that we have talked about in the past, ⁓ you know, for handoffs and exams, mentorship, like all these pieces and it's worked wonderfully and the doctor is doing fantastic, but something I don't think we highlighted in the last podcast on this.   on this topic and conversation is the work that you've done with the manager and the team and like how that has flowed and how the doctor's leadership in the last less than a year has really molded the culture in the practice that that practice has now become, it's thriving. Like it's a practice that is safeguarded. It's a practice that has the systems in place that the team is really excited to be there still.   and has the like and the respect. I want to hear those tools, because those are sometimes the tools that we miss in moments of get our operations manual done and do all these checklists. And I want to hear how you helped them do that. I know he did it, they did it. And that is something that we can truthfully say. They showed up. They did the work. But what were the...   They did, and how did they do that? Take me through all of those pieces. How did you help them do that? How did they do the work? How are they showing up that's different than practices we're not working with right now?   DAT Trish Ackerman (09:00) This practice, it's so special to me because of the legacy behind it. just to reiterate this, we've got our current doctor in there now. It was his dad's practice and it was also his grandpa's practice. so he had something that we knew, he had something that we knew we had to preserve and grow and just blossom more than anything that practice had ever seen before.   And this doctor, he's kind of like your, he's just like your perfect implementer. And I never, and that doesn't happen all the time. And it did with him. And he, this is a doctor that has a stellar OM, like a real OM. And she, they are great partners. And when we, you know, we kind of walked through all the KPIs initially, like let's look at everything.   The Dental A Team (09:35) Yeah.   DAT Trish Ackerman (09:55) And then we started breaking it down, like where could we improve or where could we increase things or where can we be more efficient? And we'll start with just say the patient base, because this was a bottlenecked practice, which is it's got his pros and cons for sure. I mean, it's great because you're bottlenecked. The cons are you could possibly lose a lot of patients very quickly. But what we did is we would strategize together and I would map out the steps for him in like an ABC fashion.   The Dental A Team (10:06) Yeah.   DAT Trish Ackerman (10:25) Here's A, go do that. Here's B, go do that and C. He would do just that with the support of the OM and team. The OM and the doctor together would roll out at team meetings and even sometimes just morning huddles like this is something we're implementing today and they would do it. And that is, you know, it's like to have, if you bring us on to help you, there has to be a trust there. I mean, we're, certainly not here to make   make you do something that is not gonna work. Sometimes something doesn't work, but we pivot quickly. But for the most part, we're here to help. And this doctor walked in with nothing but trust. And I admire everybody that comes on to us, because this is a big decision to get a coach and have somebody consult for your practice. But that is really how they made these things move, They did everything, everything, and almost exactly how I would roll it out to them.   The Dental A Team (11:17) Yeah.   Yeah, I agree. I watched it. I watched it. I, as you were speaking, picked up that trust word as well. And I think the, the trust that he has for himself to make good decisions flows into all of the other pieces. And, and I don't mean that he knows every decision is a good decision. He trusts that no matter what the decision that he makes, he's going to pour into   and it's going to work or it's not. And if it doesn't work, then he moves on to something different. He trusts that no matter what, at the end of the day, it's going to be okay. So that means that he trusts the people that he surrounds himself with. If he has chosen you, he trusts you. And I think that trust flows into, I think it makes us better consultants, right? Because we feel that trust, we know, and we're going to push you. We know the extent to which we can push you. And if that trust is not there, you're not going to get as much push. And I know there's a lot of   There's a lot of times that I hear I'm not seeing movement or I need more. Well, it's both ways. We're gonna gauge it by how you're showing up. We're gonna show up too. And this is someone who shows up and that trust then, it doesn't just flow into the type of consulting that he gets. It also flows into how his team shows up. And you said that his office manager I've met, wonderful human and is just,   wants the best for the why, the purpose of the practice, the why that they're there serves it. That then allows them the trust that they have in each other, in the decisions, in the practice, in their why, in their purpose flows to the team so that they can show up and say, hey, we're doing morning huddle today. It doesn't have to be this like, hey, in a couple of weeks, like we're prepping for this, hey guys, we're prepping, because now I'm coddling and the team is like, is it good? it, like why is this?   Why can't we just do it, right? When it's not like a, hey, this is what we're gonna do. We're gonna try this out. It's gonna be amazing and let's do this. It's a like, ooh, like a gas and a break at the same time. It's like, ⁓ well, maybe though the team feels that. And they're like, I don't think I wanna do this then. I don't trust that you've put a lot of thought into this. I don't trust that this is a good idea. So I'm gonna rebel. And then, know, teams and practices and practice owners are like, why isn't this working?   I think you nailed it there with the trust. He trusts himself, he trusts you, he trusts his team, and he trusts his spouse. The trust is ever flowing. He trusted his father to gift him, maybe not gift him, but to build this legacy practice for him to take over one day. And I think that is massive. So then that trust flows into everything that he does. And I think you get to see that. And Trish, what are your...   What are some of the ways that you've seen the team really rally behind him?   DAT Trish Ackerman (14:24) They, okay, behind every number is a story and watching his numbers change. The story is that the team changed with him and they are, they're very transparent with their team. They're very, they're, very direct, but in a lead, but they, they both have very strong leadership. They're a firm and principal, flexible and procedure is what I love to use.   The Dental A Team (14:27) Yeah.   DAT Trish Ackerman (14:50) So they would be firm in principle, like this is a new implementation that we're going to roll out today. They would be flexible in procedure with certain team members because, you know, change is always kind of wild. It can be. The flexible and procedure would be, okay, if you're not ready to implement today, let me set you up with some coaching, but immediately so that we can ensure that we get this implementation rolled out by next Monday.   So it wouldn't be something that could just never get implemented, they could, if they needed to take some heavy lifts a little slower, they would, but there was always a timeline behind it. Nothing ever just sat ever. And team meetings, they're really, really good about their team meetings. They have solid agendas. They go in there with an action plan and they leave with action items. And they're just, they're marching. They continuously march together and forward and upward, always.   They did, the doctor also did kind of early on, he did a really, really good analysis, a sincere analysis on right people, right seats. And there was some discoveries made there. And knowing what those discoveries are, that gave me something to also help coach him with. you have to have, the doctors cannot do this alone. They can't. Team meetings are imperative. They have them. And again,   The numbers tell a story. And how did I know right away that this team was behind him was the numbers. But how did he do it? Consistency, implementation, follow through. He didn't just say he was going to do something. He did it. He did it.   The Dental A Team (16:34) Yeah,   yeah, and he delegated, right? He delegated to his team the pieces where they could support too. think something that I noticed right off the bat was that he trusted you, he listened to you, and something you guided him on was the pieces that only he could do versus the pieces that other people could help him do. And so mentorship, mentoring an associate dentist to take some of the load off of him, to build the schedule, to make room for the new patients, to get the block scheduling in place.   DAT Trish Ackerman (16:52) Right, yeah.   The Dental A Team (17:02) that mentorship could only come from him. But the other pieces, the implementing the block schedule, creating the block schedule, training the team on the block schedule, he didn't have to do that. And he trusted and allowed the delegation process and he trusted his team to carry it through. And I think something Trish that you did well with him and that he did well with you was allowed for the results. Everything was results driven. So if you implement this, you should see this.   DAT Trish Ackerman (17:30) Yes.   The Dental A Team (17:31) Now we see and make   sure we see that. If we don't see that, like you said, the numbers don't lie, right? The numbers tell a story. If we're not seeing the result, the expected results, we look at why are we not seeing the expected results? So he trusted that that implementation by his team was going to get the results. And if it didn't, he trusted that you would guide on why that result didn't happen. Yeah. Yeah.   DAT Trish Ackerman (17:54) Yep, and how to approach the team maybe a different way to   get the implementation active.   The Dental A Team (18:00) Yeah, yep, totally, totally. so massive kudos Trish on keying into, massive kudos to this doctor and massive kudos to you to really keying in on the areas of growth rather than just saying this is what we do, right? We're not that kind of consulting company but I watch you really mold your consulting per client to what   they need and where they're at, like you meet them where they are at and you are able to really see things that they thrive in, things that they love, things they're really good at, and then areas where it's like, you're not super great at that and you probably don't like it, so like, do you need to keep doing it? Is this something you need to keep doing or is this something that maybe we can pass off to somebody else?   DAT Trish Ackerman (18:53) think we're all really good at that here. mean, it's, think we get, we do get to know our clients quickly, really quickly, as far as just how are they going to tick with us? And, and when, know, with, with this doctor, one of the funnest things that I did discover with him is, is I found out that he was competitive and that was something else that really moved the needle. And I was like, ⁓ okay. And I ran with that. And   knowing that he was competitive and then started having them bring their presented treatment. How much dentistry did they present yesterday? And I mean, that just took off. So between him and his associate every day, they were in there and their huddle showing what did you present yesterday and what was accepted. And it just started kind of creeping up slowly but surely because the because the owner doctor, he's like he wanted to win. He wanted to have more to show. And that was that was actually a lot of fun.   The Dental A Team (19:44) Yeah.   Yeah, I do. I do love that. I remember you doing that with them and it was fun and you could see just like a spark. Like I wanted it. Like it was awesome. And I think to highlight that one of the reasons that you keyed in on that and that you made that a priority was that there was a sense of fear of diagnosing, of being an overdiagnoser. And so they knew there was stuff left on the table. There was a fear and there was a holding back and you challenged them.   to diagnose just one more, to diagnose one more thing and overcome that fear. And oftentimes we have to step into what that fear is and just do just a smidgen, like just a little bit, just a little bit and get over that fear. And that was something that you keyed in on. it wasn't, a lot of team members tend to listen to these too. And they tend to think the wrong of consulting, that we're looking to.   make things up or find things that aren't there and that was not the case with them. It was really just that fear of being an overdiagnoser, but really stepping into who they were as providers, as dentists, and their why to make people healthy again. So it's just super cool to watch. So, Josh, if you had to pick two things, two things, actionable items that the listeners today could attempt to implement themselves based on your work with this doctor, what would those two things be?   DAT Trish Ackerman (21:14) Those two things, let's see, the first one would be, what is your case acceptance and how are you presenting? And I say that because I watch and hear doctors talk patients out of treatment all day every day. So that's first thing, what's your case acceptance and how are you presenting? That's number one. And then number two, what is your, you know, I love this, what does your re-care department look like? What does your re-care schedule look like for the next two weeks?   The Dental A Team (21:26) Mm-hmm. Mm-hmm. Agreed.   DAT Trish Ackerman (21:41) and what did it look like the last two weeks and evaluate that. And if you find that there is more than 10 % of lost time in that two weeks, you might as well plan for that to possibly happen coming up two weeks. And so what are the systems in place? What are the protocols in place? Because you really want to lock down that Recare Department to ensure that you have your patient base and that you've got your exam opportunities.   The Dental A Team (22:05) I love it. Thank you.   DAT Trish Ackerman (22:06) And   that your overhead is not crazy because it can get really wild if we don't have if we've got a hygiene provider and she does not have a 90 scheduled or to capacity. We're going to start seeing some numbers look weird.   The Dental A Team (22:19) totally agree, love that. Awesome, thank you Trish, I appreciate it. think watching you consult is super fun, watching all of you ladies consult is super fun. My job is really, really cool and I just, I love it. thought, it's kinda like when you're in the office, you're like, can't imagine anything else and then now I'm like, I can't imagine sitting in an office, you know, and I was like, I'm never gonna be off the road and then I was like, actually I really like this, I really love this space so thank you for letting me be a part of it, thank you for letting me jump in on.   on calls with you sometimes and really just get to see you thrive. Thank you, thank you. Awesome, you guys, if you are a Dental A Team client, we love you, we value, we appreciate you. If you have any questions on this specific situation, you guys, we all communicate a ton. So ask your consultant if you want some advice, you're like, Trish's Recare sounds amazing, like communicate with your consultant. If you're not a Dental A Team client yet,   DAT Trish Ackerman (22:49) love that one.   The Dental A Team (23:14) We love you, we appreciate you, we value you. Hello@TheDentalATeam.com. If you have questions, we are here for you. And if you want to know more about Piggies, Trish is here for you. And we love talking our hobbies and that is a massive hobby for her. So get to know us like we get to know you. We love and adore all of you. Hello@TheDentalATeam.com. Drop us a five star review. We cannot wait to hear from you. And if you guys are in a space where you just, you're not sure.   what to do. You're like, I don't know what my A, B, and C is Trish. I don't know what my next step is. I know I can see this thing that I want. I don't know how to get there. We are really good at that. We are really, really good at building those steps and the path to get to your ultimate dreams. You guys, TheDentalATeam.com sign up for a free consultation and it doesn't, it's no obligation you guys. doesn't mean anything. It just means,   Help me, I see this piece, what am I missing? We are here to provide that piece even if you're saying I'm not ready for consulting, we will still give you those tools. So please reach out, we are here for you. We want to do the most that we possibly can for the dental world and our community that we serve. So Hello@TheDentalATeam.com and we cannot wait to meet you.  

In this episode of BRAVE COMMERCE, hosts Rachel Tipograph and Sarah Hofstetter speak with Laura Briggs, Head of eCommerce Excellence at Philips.Laura shares how her team drives category growth across Philips' consumer goods portfolio (Sonicare, Avent, Grooming & Beauty) by establishing a universal focus and analyzing the core drivers of consumer growth as a key framework. She emphasizes that eCommerce is a team sport, explaining how her team aligns cross-functional partners around core KPIs, prioritizing the Digital Shelf as the essential foundation.She shares the challenge of achieving scale and consistency globally, focusing on designing solutions for different personas, from super users to executives. Finally, Laura offers her "blue sky" vision for a commercial operating model, which would involve eliminating the divide between sales and marketing to achieve unified growth.Key TakeawaysUse Category Growth as the single, non-negotiable objective to align diverse global teams and business unitsPrioritize maximizing the Digital Shelf (content, availability, and visibility) as the essential foundation for effective eCommerce investmentTreat eCommerce as a "team sport" by fostering empathy to ensure critical adoption and consistency across all functionsThe ideal commercial model eliminates the divide between Sales and Marketing to create unified growth leadership Hosted on Acast. See acast.com/privacy for more information.

In this final part of my three-episode series on accelerating sales and adoption in B2B analytics and AI products, I unpack a growing challenge in the age of generative AI: what to do when your product automates a major chunk of a user's workflow only to reveal an entirely new problem right behind it. Building on Part I and Part II, I look at how AI often collapses the “front half” of a process, pushing the more complex, value-heavy work directly to users. This raises critical questions about product scope, market readiness, competitive risks, and whether you should expand your solution to tackle these newly surfaced problems or stay focused and validate what buyers will actually pay for. I also discuss why achieving customer delight—not mere satisfaction—is essential for earning trust, reducing churn, and creating the conditions where customers become engaged design partners. Finally, I highlight the common pitfalls of DIY product design and why intentional, validated UX work is so important, especially when AI is changing how work gets done faster than ever.   Highlights/ Skip to: Finishing the journey: staying focused, delighting users, and intentional UX (00:35) AI solves problems—and can create new ones for your customers—now what? (2:17) Do AI products have to solve your customers' downstream “tomorrow” problems too before they'll pay? (6:24)  Questions that reveal whether buyers will pay for expanded scope (6:45) UX outcomes: moving customers from satisfied to delighted before tackling new problems  (8:11) How obtaining “delight” status in the customer's mind creates trust, lock-in, and permission to build the next solution (9:54) Designing experiences with intention (not hope) as AI changes workflows (10:40) My “Ten Risks of DIY Product Design…” — why DIY UX often causes self-inflicted friction (11:46)   Links Listen to part I: Episode 182 and part two: Episode 183 Read: “Ten Risks of DIY Product Design On Sales And Adoption Of B2B Data Products”  Stop guessing what is blocking your own product's adoption and sales: Schedule a Design-Eyes Assessment with me, and in 90 minutes, I'll diagnose whether you're facing a design problem, a product management gap, a positioning issue, or something else entirely. You'll walk away knowing exactly what's standing between your product and the traction you need—so you don't waste time and money on product design "improvements" that won't move your critical KPIs.

Join Nick Lamagna on The A Game Podcast with his guest Jerry Green If you've ever wondered how some real estate investors seem to do more deals with less grind, this episode is your blueprint. In this A Game Podcast episode, Nick Lamagna sits down with Jerry Green – veteran real estate investor out of Dayton, Ohio, owner of Real Estate Solutions Unlimited, Inc. and head sales trainer at REI Sales Academy. After starting in real estate in 1994, coming out of financial hardship and business failure, Jerry has completed 3,000+ real estate transactions across multiple market cycles and built a self-running business that operates on just 2–4 hours of his time per week. Jerry breaks down exactly how he went from hustling wholesaler to true business owner by building systems, processes, people, and KPIs that turn real estate into a scalable product instead of a never-ending job. Whether you're a new wholesaler, a seasoned flipper, or an entrepreneur stuck in grind mode, this episode will change how you think about sales, systems, and scaling a real estate investing business. Hit Follow/Subscribe on Apple Podcasts and Spotify so you never miss an episode of The A Game Podcast: Real Estate Investing for Entrepreneurs Topics for this episode include: ✅  How he went from financial tragedy & A failed contracting biz to 3,000+ deals ✅  The shift from "grind mode" to building a real company, not just a hustle ✅  The Four Pillars that drive growth and achieve goals ✅  Jerry's sales process that reduces pressure and helps sellers self-close ✅ How to use success formulas & daily metrics to increase conversions + More!  See the show notes to connect with all things Jerry! Connect with Jerry: Thejerrygreen.com Jerry Green on Youtube Jerry Green on Instagram Jerry Green on Facebook Jerry Green on LinkedIn Jerry Green on TikTok   Connect with REI Sales Academy: Reisalesacademy.com REI Sales Academy On Youtube REI Sales Academy on Facebook Rei Sales Academy on Instagram REI Sales Academy on TikTok     --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers      

Data and KPIs don't make your business better. Better decisions do. And better decisions come from measuring the right things, the things you can actually act on. Stop tracking vanity. Start tracking action. Know the score, but manage the game. Measure what matters.

Have you ever had a moment in your business where you think…   Okay, everything is working… but also nothing is working… and also I'm exhausted… and also I need someone to just tell me what to do next"?   Maybe you're a mom trying to grow your coaching business on three hours of sleep. Maybe you're getting sales calls where people say things like "I'm a 4 out of 10" and you're sitting there wondering if you should even give the price. Maybe you're leading a coach who's missing renewal KPIs and you're thinking "Is this a coaching problem… or a me problem?"   Or maybe your VA hits you with her personal financial stress and suddenly you're like "Wait a second. This is not my responsibility… but now I feel weird."   Today I'm taking you inside an open office hour call with my IFCA clients. Real situations. Real messiness. Real coaching.   And I'm going to walk you through the exact frameworks I used to solve them so you can apply the same thinking in your business.   Time Stamps:   (0:20) Open Office Hours Call (2:05) What We'll Cover (3:25) New Mom and Entrepreneurship (7:24) 4 Out Of 10 During Sales Discovery (10:35) Self-Awareness As A Leader (14:37) Ghosting and Still Paying? (16:15) VA Employment Issues (18:20) Important Recap Points ----------

Show highlights include:-AI note-takers and why 2025 is shaping up to be “the year of the note taker”.-How advisors are using automation to reclaim time and improve meeting quality.-Why organic growth is becoming a top priority for billion-dollar RIAs.-The true indicators that it's time to outgrow an entry-level CRM.-How disconnected systems create hidden cost drains inside every firm.-Why Salesforce is becoming the long-term “holy grail” for growth-minded advisors.-The KPIs most advisors aren't tracking - but should.Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the entire business - the system where data, insights, efficiency, and client experience all come together.Download our whitepaper here: https://jedidatabasesolutions.com/resources/ Articles discussed today include:  https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.html?https://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873?Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

A practical 10-step guide to creating your small business strategic plan for the year ahead. Show Notes Page: https://www.thehowofbusiness.com/590-annual-strategic-planning/ In this episode, Henry Lopez breaks down how to create a clear and practical strategic plan for the year ahead, without overcomplicating the process. Strategic planning gives small business owners a roadmap for growth, helping them stop reacting and start leading with intention. Henry walks through a 10-step framework that includes reviewing the previous year, refining your vision, conducting a SWOT analysis, defining strategy, setting goals and KPIs, breaking plans into quarterly actions, budgeting, and executing with discipline. He also explains why strategic planning matters even when circumstances change: "If we don't plan, then you really have no path to follow… things will happen to you instead of you making things happen." This episode is designed to help you clarify where you're going, stay aligned with your long-term vision, make smarter decisions about limited resources, and create a focused plan you can adjust throughout the year. You'll also learn Henry's five best-practice tips for more effective planning, starting with basing everything on reality, limiting priorities, tracking KPIs consistently, assigning ownership, and ensuring everything leads to real action. If you want to enter the next year with clarity, confidence, and intention, this episode provides the structure you need. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

In this conversation, Dr. Nick Morgan breaks down the science behind effective communication and explores why traditional public speaking advice often falls short. From the neuroscience of trust-building to the challenges of virtual communication, Nick shares decades of insights on what it really takes to move people to action through authentic, embodied communication.Great communication isn't about perfecting your technique or following traditional public speaking rules—it's about developing awareness of how you're being received and creating authentic connection through alignment between your words, body, and intent. As Nick emphasizes, the most powerful communicators are those who've learned to focus outward on their audience's experience rather than inward on their own performance.This episode is perfect for business leaders, executives, and anyone looking to improve their communication impact and lead more effectively through authentic presence.Nick is the author of multiple acclaimed books including Working the Room (Harvard, 2003), Trust Me (2009), Power Cues (2014), and Can You Hear Me? (2018) on virtual communication. His forthcoming book, The Embodied Voice, is planned for 2025. After earning his PhD in literature and rhetoric, Nick taught at UVA, Lehigh, and Princeton before founding his communications consulting firm, Public Words, in 1997.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Join us at The Q1 Planning Workshop!Most business owners hit January with good intentions and a loose idea of what they want to accomplish. By March, they're back in reactive mode, wondering where the quarter went.Here's the thing: Q1 sets the tone for your entire year. If you don't have a clear plan going in, you're leaving your business growth to chance.That's why Bradley is hosting a live Q1 Planning Workshop on December 9th at 10 AM CST.This isn't another feel-good goal-setting session. We're going to roll up our sleeves and do the real work:Financial Analysis & Planning – Review where you actually stand (not where you think you stand) and set revenue targets that make sense for your business.90-Day Plan Design – Build a focused quarterly plan that moves the needle, not just keeps you busy.The Clarity Organizer – Use this framework to translate your vision into actionable steps your team can actually execute.You'll walk away with a concrete plan for Q1 that creates momentum for the rest of 2025.When: Monday, December 9th at 10 AM CSTInvestment: $25Who It's For: Business owners doing $300K-$3M in annual revenue who are serious about growthClick here to register: https://blueprintos.thrivecart.com/the-q1-planning-workshop/Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring...

Data and KPIs don't make your business better. Better decisions do. And better decisions come from measuring the right things, the things you can actually act on. Stop tracking vanity. Start tracking action. Know the score, but manage the game. Measure what matters.

What happens when a founder opens the company's books to every single staff member — salaries, P&L, everything? In this episode, Eoin Cantwell, founder of Fitt Meals, shares the bold move that transformed his culture, boosted performance, and created true ownership across his team. Eoin opens up about: why he embraced full financial transparency with staff how he teaches the “why” behind decisions, not just the “what” building accountability and KPIs in a growing food business scaling a bootstrap company while protecting quality the mindset shifts he had to make to become a better leader This is a brilliant, honest look at modern leadership — the messy bits, the growing pains, and the breakthroughs.

In this episode, I sit down with Yury Mitin, Partner and CBDO at AlphaTON Capital, one of the first public digital asset treasury companies focused on the TON ecosystem and Telegram economy.We explore the meeting point of Wall Street discipline and crypto-native culture, and how TON is evolving from a token into a real business ecosystem built on top of one of the most used apps in the world.From entering public markets through eToro to evaluating TON startups, Yury breaks down what makes TON different, how acquisitions work, and why real revenue matters more than hype.We discuss the growth of mini apps, AI agents, TON wallet adoption, Telegram bonds, MasterCard integration, and why real utility could shape TON into a top ecosystem in the coming years.Yury explains:

High performers often hit burnout when metrics—not meaning—start defining success. In this episode, discover why constant measurement creates pressure, how to release the scoreboard, and how identity-driven work restores clarity, peace, and sustainable momentum.High performers rarely realize when metrics begin to run their emotional world. The dashboards, numbers, KPIs, and progress charts become the scoreboard of worth—leading to decision fatigue, performance pressure, and a quiet sense of spiritual and emotional depletion.In this episode, Julie uncovers why measurement becomes a master, how identity drifts beneath constant evaluation, and why releasing metrics restores meaning, clarity, and peace. Through the lens of Self-Determination Theory, burnout recovery, role confusion, and success fatigue, she reveals how humans thrive through autonomy, alignment, and inner congruence—not external measurement.You'll also revisit Sara Blakely's story through a new angle: her early success didn't come from dashboards or performance metrics, but from intuition, aligned risk, and meaning-driven decisions. Her story illustrates a truth every high-capacity human needs to remember: metrics can guide you, but they were never meant to govern you.This episode embodies the heart of The Recalibration — Julie's proprietary, psychology-backed, faith-rooted pathway that realigns identity at the root. ILR isn't another performance tool; it's the recalibration that makes every other tool effective again.In this episode, you'll explore: • why metrics become emotional anchors for high performers • how measurement disconnects you from identity and meaning • the psychological pattern behind “scoreboard living” • what autonomy and alignment do for your nervous system • why releasing metrics actually improves outcomes • how to reconnect with meaning instead of measurementToday's Micro Recalibration Where have the numbers become your master? Today, release the scoreboard and return to the meaning beneath the motion. Not everything meaningful can be measured.Team Recalibration Ask your team: “What would change if metrics supported us instead of governed us?”If this episode gave you language you've been missing, please rate and review the show so more high-capacity humans can find it. Explore Identity-Level Recalibration→ Join the next Friday Recalibration Live experience → Follow Julie Holly on LinkedIn for more recalibration insights → Schedule a conversation with Julie to see if The Recalibration is a fit for you → Download the Misalignment Audit → Subscribe to the weekly newsletter → Books to read (Tidy categories on Amazon- I've read/listened to each recommended title.) → One link to all things This isn't therapy. This isn't coaching. This is identity recalibration — and it changes everything.

Today, Dave Sullivan sits down with Scott Tebay, a fellow roofing business owner and a voice behind Roofer2Roofer podcast, for a real, no-nonsense chat about what it really takes to run a successful roofing company without losing your sanity. Scott opens up about his own journey, from chasing nonstop growth to building a business that actually fits his life. He gets honest about why he's wary of private equity, and why having a loyal team matters so much.You'll hear them swap stories and tips on everything from rebranding and grassroots marketing to making the most of virtual assistants, tracking the right numbers, and leading with authenticity. If you're a contractor looking for practical advice on growing your business sustainably, while still having a life, this episode is packed with insights you can actually use. Don't miss it!What you'll hear in this episode:Strategies for growing a roofing business and increasing profitabilityBalancing work and family life as a roofing contractorThe impact of private equity on the roofing industry and business ownershipImportance of defining personal success and creating a roadmap to achieve itEffective marketing strategies, including organic lead generation and community engagementThe role of virtual assistants in streamlining business operationsKey performance indicators (KPIs) for monitoring business health and profitabilitySignificance of maintaining a strong team and company cultureInsights on rebranding and its potential risks and rewardsChallenges and considerations of managing repairs versus full roof replacementsResources:Connect with Scott!Website, Email, and the Small Town Roofer PodcastConnect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

In this powerful year-end reflection, Bradley explores the critical distinction between signal and noise in business—and how clarifying this difference can transform your 2026 planning. Drawing inspiration from Stephen Bartlett's Diary of a CEO and Kevin O'Leary's wisdom from his time at Apple with Steve Jobs, Bradley challenges listeners to identify what truly moved the needle in 2025 versus what just created distraction and complexity.This episode bridges two complementary frameworks: the signal vs. noise concept and Dr. Ben Hardy's scaling principles from his latest book. Together, these ideas offer a powerful lens for simplifying your business and focusing on what actually drives results.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit....

Have you ever wondered how much more powerful your business could become if you stopped letting the day control you and instead ran every day with a game plan that drives real results? In this episode, I break down why a structured daily routine is the single greatest advantage you can create as a financial advisor, and how shifting from a time-based mindset to an action-based one will transform your productivity, energy, and your business's growth. I'll discuss the exact framework I've refined over 30 years: morning ritual, contact strategy, midday reset, afternoon structure, and the key metrics you must track to build unstoppable momentum every single day. What You'll Learn: Why a world-class morning ritual sets the tone for peak performance Why chunking your day and taking real breaks keeps your energy and focus sharp Why minimizing distractions and setting firm daily standards eliminates procrastination and boosts output Timestamps: (05:06) Why shifting to an activity-based plan unlocks real productivity (09:56) How knowing your meeting slots creates scalability and control (15:32) How your lunch choices can boost your productivity (17:55) Why having a hard stop eliminates procrastination (21:31) Why tracking five simple KPIs keeps your growth on track (23:04) When and where should you build your game plan (24:37) Why every advisor needs an autoresponder (26:05) The one question that should end every workday The Magellan Academy & Network The rules and tools for success in the financial services industry are about to change radically. I have spent over 25 years coaching only financial advisors. In that time, I have personally conducted over 50,000 individual coaching sessions. I have built a profound knowledge base of what it takes to achieve lifelong success in business and life. In my career, I have transformed 1,000's of advisors (below are video and written testimonials by many of them). I am going to coach you, teach you, inspire you, and train you all on your mobile device every business day. You are going to get better at business development, practice management, personal development, and your vision. Here is what you are going to get from me each month: - A 5-10 minute morning coach video each business day. - 3 training videos of 20-30 minutes each. This will be a deep dive into four areas I mentioned above. - A live group coaching session where you and I can interact and work together. Here is what you can do each month: - Post a question to me and I will answer it. - Collaborate and associate with like-minded advisors. - Invite other great advisors into the network. Your Bottom Line: Here is the deal. I am not going to ask you for a credit card. Like I said before, coaching is personality driven. You might not like my style or tactics. So with that in mind here is my offer to you. Complete the short form below. You will receive an email with detailed instructions on how to join the network for the next 14-days. I personally approve each submission so this might take a few hours or a day at the most. I will not ask for compensation of any kind during that 14-days. If after experiencing my work for 30-days and if you believe that I can help you, here is the deal. To remain in Magellan Network and have access to Magellan Academy, your daily investment in yourself will only be about the price of a Latte these days. One more thing, it's a month-to-month deal. I'm not going to lock you into anything. Take action now and complete the short form below and I look forward to welcoming you personally inside the Magellan Network. www.magellannetwork.net

This podcasts explores the evolution of performance marketing in 2025 with Josh Duggan, co-founder of award-winning agency Vervaunt. With over 14 years of experience, Josh shares his expertise on how digital marketing optimisation has changed, focusing on measurement and the impact of new technologies.Key reasons to listen:Expert insights: gain valuable knowledge from Josh, who has worked with globally recognised brands like Doc Martens and Mulberry. Latest trends: understand the current trends in performance marketing, including the shift towards profitability and the importance of data-driven decisions.Technology advice: learn about Northbeam's new deal with Google, providing 30-day impression data, a game-changer for marketers.Key discussion points:The evolution of Black Friday from a weekend event to a month-long shopping period. The importance of measurement tools like Triple Whale and Northbeam in understanding customer journeys and optimising ad spend. The role of geo-based testing in enhancing brand awareness and measuring incremental ROI. Strategies for leveraging customer lifetime value (LTV) to drive profitability. The significance of aligning KPIs across teams to ensure cohesive marketing strategies.Josh emphasises the need for brands to focus on tangible profitability and to use 3rd party tools effectively. For example, with the introduction of Northbeam's 30-day impression data, marketers can now gain deeper insights into customer interactions, paving the way for more informed decision-making.Tune is for your roadmap to navigating the complexities of digital marketing. Chapters:[00:30] Introduction to Performance Marketing Trends[03:15] Black Friday Insights and Retail Trends[06:05] Shifts in Consumer Behaviour and Discount Strategies[09:50] The Importance of Measurement in Marketing[12:30] Evolution of Measurement Tools and Technologies[15:25] Understanding Customer Lifetime Value (LTV) and CAC[18:35] Geo-Based Testing and Incrementality[21:10] The Role of Third-Party Tools in Measurement[24:20] The Future of Measurement in Performance Marketing

Kiera provides very specific tips for how a visionary CEO can keep their practice(s) flourishing on multiple levels without sticking their fingers in all the pies. She gets to the quick with a single question a leader should ask anytime a new task comes across their desk: Just because you can do something, does it mean you should? 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'm excited about today's topic and I hope you are too. Delegation, I feel like it's such a, ⁓ feels so hard. It feels like what should I do? What should I delegate? What should I not delegate? And this is for like helping you get to multi-level success. So whatever your success level is, whatever you want it to be, delegation is a huge portion of leadership. And I feel like,   especially in multi-practices, if you want to get to multi-practices, that's kind how I'm going to highlight this today. You have to ⁓ really get good at delegation. It's not about doing more. It's about doing more of the right things ⁓ and doing less of everything. And so really, really, really getting into that zone of genius, helping you out with that. So I'm excited about this. ⁓ I'll kind of work it through in a couple of different parts to make this easier for you. It's helping you know, what should I delegate? What should I keep?   and how to lead across all the locations with clarity. Because as you scale, a lot of people forget that they have to delegate, that they have to get different pieces. And so what happens is things just start to fall off the wagon. And that can get really, really scary. And then you're trying to like catch it all. And so many people, when they get into multi-practice ownership, they tell me like, I wish I would have just stayed at one. And I think, well, yes, there are benefits to staying at one. You had a call inside, you're so wanting to grow. It's just hard right now because we didn't set it up as   successful as we could have. Now, I am not one to judge. I did the exact same thing. And so I know the the taffy pole stretch of trying to do every single piece when you're a multi-practice ownership. And so this is coming from real life tactical, curious life experience of what we see with clients to give you the tips of the trade, to give you the secrets to success and doing it here on the podcast in such an open, friendly, welcoming, no judgment zone. More to just give you a hug to tell you, hey, you're doing better than you think you are. And let's give you some tactical practical tips to help you out.   So, A Team, we're obsessed with single practices, so multi-practices. We love to help owners build thriving practices at all levels. We love to work with practices anywhere from the startup zone all the way to the multi-location zone. Whether your plan is to build it into a legacy practice or to sell to a DSO or to whatever it is, there is no right answer with Dental A Team. It is your right answer. It is what is best for you, your life, your practice, and also allowing you the freedom to change that. So.   working with doctors and their teams to get to that high level success. ⁓ We are ultimately here to help you have the most profitable practice, the happiest team, the thriving practice of your dreams, and to do it on the easiest way possible. So that's what we're about. This is for ⁓ true, true, helping doctors become true CEOs, not ⁓ operators of their businesses to own their businesses to act in that seat rather than being the managers that oftentimes they are. So step one, when you're moving into this multi-practice ownership,   you are shifting and I want you just to know your identity is going to be stripped away. You're going to become the same thing that you feel very uncomfortable in because you've never done this, but this is what your organization needs and I think so often owners fail to rise to the need of the organization of what it needs and they like to stay where it's comfortable. And I remember as an office manager, I like when I truly stepped into the office manager role, I'm like,   Well, this is weird. I don't even know what I'm supposed to do. And you've got to just settle in and you'll figure it out very quickly. so helping you just know as the owner CEO of the company, what you have to own, like your true role is to own the vision strategy and culture. These are things that do not get delegated out. They're the core of the leadership. They're you setting the example. And when I realized, like, I remember one day I Googled like, what does a CEO do? Like I truly did not know.   ⁓ because I'd been a manager for most of my life. I'd been a doer most of it. I did not realize that my job was to own the vision, the strategy, and the culture. Now, not all CEOs, not owners of businesses actually enjoy the vision. You might not be a visionary and that's okay. You might just need to have somebody paired with you who's a really strong visionary. There's usually a visionary integrator according to Traction by Gina Wickman that I choose to, I subscribe to the strongest. So I'd be like a CEO and a COO. ⁓   The CEO is the visionary, the CEO always operations the day to day making the dreams happen. So it's like Walt and Roy Disney ⁓ are some good examples of that too. So when I'm looking at as a portion that you cannot delegate away, you've really got to own this vision strategy culture. That's you, you're the culture master, you're the strategy, you're the vision. So where are we headed? What does that look like?   ⁓ What's our 12 month? What's our three year? What's our 10 year target? That can still be, you set the like framework, the team builds it into a full complete picture. And then what's the culture that we want replicated across all the teams. So ⁓ when we start to get that vision strategy and culture aligned and ⁓ owners don't delegate that, you then can bring in hires faster. You can have core values. You can have KPIs like, because we know it's very clear. How do we act?   What are we going towards? And then what are the things that we need to measure? So this is truly something that when I realized like that was my job and it was the bigger picture piece, there's other people that do the day to day. It felt awkward. I'm not gonna lie. Like I was like, ⁓ I feel like I'm putting on a different t-shirt today. And like, I don't even feel comfortable. Like I don't look good in yellow. Well, you might not look good in it, but this is what the organization needs and nobody else is doing this besides you. So ⁓ the question is, if you're a multi-practice ownership and you're in this ownership role, question one is,   have I clearly communicated our vision? It's like, if Kiera or the Dental A team were to walk into my practice today and ask any team member, would they know the vision of our company? That should be a resounding yes. And if not, you have not communicated it enough and it has not been clear enough. Does your entire company know the core values and do they live them? And does every single practice know what their targets are for that practice and the KPIs they're tracking?   It's very simple way to ask yourself this. And I love to ask this and I love to come to offices. If you were to ask any member of our team member, they would be able to tell you, yes, we know exactly what our core values are. We know what the mission is of our company. We also know where we're headed. Now, I think I could be a bit more clear of where I'm headed in the three and tenure. My leadership team knows that a lot better. My core team knows where we're headed this year, what our core values are, and what the core values are of a company. We have this on a...   So some of them could rattle it off, our new team members, this is part of their onboarding. So helping you really figure that out is going to be paramount because now all your practices, all the locations are operating the same way and there's strong clarity. Step two is you're going to delegate operations for leaders. So this is kind of like the CEO versus the COO. So like realistically owners of like CEOs of DSOs and multi-practice ownership, you don't have to be a DSO for this. It can be multi, it can be private still.   I have a lot of private practices that are three, five, 10 locations. That's totally fine. You can do that, but you can't scale if you're still solving the supply issues and front desk drama and putting them. So you have to have a regional manager and a lead at each location. That's paramount. You need to have it. They need to have their KPIs and what they're tracking. They also need to know how to make decisions. Like what's the decision framework and how, what do I have decision making autonomy over at the office manager or regional monitor level versus what needs to get approval?   And then also we've got to have like training, not just tasks. So that way everybody has training of what do we need to do when we have that set up consistently. So you teach your team and you have a set protocol and process of how to run huddles. Like a system to me is something that no matter who you are, where you come from, whether you've been with us for one day or 10 years, you should be able to do the same thing and get the same results. So a huddle should have a form that everybody follows. You can have it broken down for me. I even have minutes next to it. Like this part's two minutes, part's five minutes. So it's a true 15 minute huddle.   for every single practice. Our one-on-ones have a set protocol of how do we do them, when are they run, and how often are they done, where are these things stored? We have a process of how we set up our rooms. We have a process of how we schedule. All these things that you start working on, and doctors who are owners and visionaries might not be good at these processes. So you need a really good regional or really good office manager or really good operations next to you to help build all these things so you do have confident leaders that are leading next to you. But this is everything that gets delegated out.   And there's a doctor that I worked with who's actually really, really great at checklists and operations and building. And I said, that's fine. Rock on. You got to pick which seat you want to be in. Do want to be in the CEO visionary seat or do you to be in the operations seat? Both are fine. Both are on the table. Both are doable. And you could honestly do both super, super, super well. You just have to decide which one you want to do. And this doctor, two years later sent me a message and they said, Kiera, I'm so glad you pushed me into that because as much as I was trying to do both, wasn't excelling in either.   So they moved into the CEO visionary role. They hired an amazing assistant to them. They hired an amazing regional manager and the practices are flourishing on multi-levels and they have seven locations now in their organization. But this way, there's not the bottlenecks. The CEO, the owner often creates these bottlenecks because they're not delegating those pieces. And then next up is going to be like, how do we actually systematize across the board all the locations? And... ⁓   So this is again, like we've talked about it so many times, it's KPIs, having a dashboard and a scoreboard so you know how every practice is doing, having leadership meetings with agendas and having communication that's very open amongst all practices. And then I do like a centralized training at least once a quarter, if not like once or twice a year. So that way all the teams and all the organization, I know this is a pain for people, but the more you get them all together, the more they realize that they're all on the same team, they're all there.   But like, this is not you owner, you're delegating these pieces. So you're delegating the reporting and the communication. So if you look at this really, you're not delegating the culture, you're not delegating the vision, and you're not delegating ⁓ the other piece to that is like the strategy of how we're going to get there. That's your world, that's what you're supposed to be doing. And then your job is to really rise up your leaders. But you are delegating operations, you are delegating systems, you are delegating meetings.   Like there's so much to your job that you've been used to doing that you're delegating. And me going from an office manager to a business owner, sometimes it's easy for me to get stuck in management because that's where I feel comfortable. That's where I feel good. ⁓ Vision and strategy, that's actually really hard to put on a scorecard and to account for my time to say like, yep, I put in 40 hours. Well, vision and strategy are not tasks. are, it's like fluffy clouds.   and they take quiet, they take ⁓ out of the office, they take ⁓ white noise time is what I like to call it. And it's actually very hard. And I think sometimes this is why CEOs don't like to go into this because it feels fluffy. feels, ⁓ I don't know, like so hard to track, if you will, which it is. But at the same time, if you do that job and you do it well, everything else falls into place and then you just check in on all the other pieces.   that are truly delegated. really, it feels so, sometimes I feel like it's unfair. I'm like, what? Like this is all I'm doing and this is everything else that they're doing? Tasks and vision do not get put in same buckets. They're not on a scale of equilibrium. It's not like, well, I spent three hours on vision so I should spend three hours on tasks. No, sometimes vision takes longer. Sometimes it's harder to build. Sometimes strategy's harder to build. The number of nights and times where I'm like working it through in my brain and I'm building it on paper and I'm working through like,   What does the company need and what is the culture and how am I going to show up and present and like, what are the meetings I'm going to put it in place? Just because that comes natural for visionaries does not mean that it should be shortchanged for operation that's task built and task focused. But all of this is literally delegated. So all you do is you own the vision and you delegate the operations and you delegate the systemization. Now you oversee it, you are a part of it, you can help create it. So that way it's there.   But this is how you have to start to operate in multi locations. A lot of times you are also over the hiring of new doctors ⁓ and then like the partnership portions within the company. If that's a piece of it, that's really what the owner CEO visionary C is responsible for. Yes, you might still do some clinical dentistry, but typically the more practices you build in, the more you're going to need to be overseeing the entire organization and doing less and less and less dentistry because it's something you can delegate out. No one else can do the vision, the strategy and the culture. They can't.   everything else can be delegated. And I know this feels weird. It feels awkward. And it's not always right away, but it will start to be something you phase out and phase out and phase out. And it actually becomes really fun and it becomes hard and it's a challenge, but that's what it is. Scaling is not doing all of it. It's about doing the right things as a leader. And this is something where so often we have a phrase in our company where we say, just because you can do it, does that mean you should do it?   So leaders, really want to ask the question, just because you can do it, and this is for regional managers, this is for office managers, this is for all leaders, just because you can do it, does that mean you are the best that should do it? We have some team members on our team that love to help out, and I am so grateful for that. Also though, creates that murky and muddy to where I actually don't know who I need to hire, because I've got five people doing something when two people should be able to do it, but I don't know, are they overworked or underworked, because we're all quote unquote helping. So having that.   clarity around is really going to help you. So this is a zone where when you're trying to scale multiple practices and you've got that taffy pole, it's the cue that you've got to step into the CEO level leadership and your practice might not need you fully a CEO yet. The business might not need you solely there yet. And so you've got to work on it in phases. And I think the phases are the hard part because you are taffy pulled. So you start to set up days and you start to set up blocks where this is my deep work time for CEO time. And then this is my clinical time. Then this is my...   CEO time, and then this is my culture time. This is my strategy time. And I hate the word strategy, it's the swear word in our company, but you do have to build strategy. You do have to talk to other people. have to work on those big relationships. Like that's part of what you do and not undermining it and getting you fully into the right person in the right seat for your organization is going to be paramount for you. And it does take a lot of time. And if you're someone like me, I talk to think, I don't think to talk.   So you might need somebody on the other side that works it through with you, whether that's a coach, whether that's a mentor, whether that's your manager, but being able to work through it so that way you're truly in that CEO seat. And so for this, this is strategic leadership. This is next level leadership. This isn't what you've been doing day in, day out, and it's for the next level. And so as you might even be a solo practitioner listening to the podcast today, helping you see what do I need to become and how do I evolve into this? Who do I need on the team? What players do I need to have with me?   are all going to be paramount for you to get to this great success that you have. So for this, if you're scaling, you're stuck, you feel like you're doing it all, reach out. Hello@TheDentalATeam.com. This is what we do. Our job is to make it to be simple, to be easier for you, to be more fun for you, and all around to create the freedom and the growth that you need to be successful. You have to have the space to do this. That's paramount for you to be able to do it. And we're here to help you along the way. And as always, don't do this alone. You don't have to. And just because you're learning a new role,   just like a lot of office managers are learning a new role. There's nothing wrong with that. We're here to help you. We're here to support you. You're not expected to know at all. So stop pretending like you need to and start to grow into the zones that you are truly great at. And as always, let us know how we can help you reach out. Hello@TheDentalATeam.com. Go to our website, TheDentalATeam.com book a call. Let's talk about it. Let's find your gaps. Let's give you some resources, no judgment, just massive momentum, massive clarity. And as always, thanks for listening. I'll catch you next time on The Dental A Team podcast.  

Stop Chasing Deals: Build a Real Estate Business That Runs on Data dives into how serious investors turn side hustles into real businesses with systems, KPIs, and disciplined asset management. Greg Namrow shares how he helps real estate investors make data-driven decisions, tighten operations, and survive any market cycle. You'll also hear how performance tracking, portfolio reviews, and even channels like TV advertising, TV ads for business, and the right TV commercial strategy can support credibility and long-term growth. If you want to scale responsibly instead of guessing, this episode is for you. _______________________________ If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz   And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv    _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources  

Most people in pest control don't start their story in county jail — but Michael Keith did. The Blue Collar Twins, Jason and Jeremy Julio, sit down with the founder of Cal Coast Pest Management to hear how he went from a violent upbringing in South San Diego to building one of the most respected pest companies in the region. After doing time at 18 and cutting ties with his past, Michael bounced through jobs until a community college class introduced him to pest control — and the structure he'd been missing. From Joshua's to Clark to hands-on mentorship, he built the skills that ultimately launched Cal Coast. Today, Cal Coast serves 900+ customers, employs eight team members, and holds a seven-year government contract. Michael shares how Muay Thai, emotional-intelligence training, and Stoic philosophy shape his leadership — and how strong culture and word-of-mouth drive 73% of his growth.

Cameron discusses the essential mindset and strategies for practice owners in the medical aesthetics field. He emphasizes the importance of understanding business fundamentals, the need for continuous growth and education, and the significance of effective marketing and systems optimization. He also shares insights on navigating post-Black Friday sales, preparing for the upcoming year, and the critical role of memberships and patient experience in driving success.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Your practice should be a winner.Invest in yourself and your practice.Continuous growth and education are essential.Focus on systems and processes for efficiency.Marketing is crucial for practice success.Understand your financial metrics and KPIs.Memberships should enhance patient retention.Separation season is about preparing for the future.Block out external noise and focus on your goals.The best practices are the best marketers.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Stop billing by the hour. Start communicating your value. Step into advisory with confidence.In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from task-based work to outcome-based advisory — all while navigating the rise of AI. Together, Lee and Linda dive into:Why hourly billing caps your income and erodes your confidenceHow AI tools can become your “unfair advantage” rather than a threatWhat the Minimum Aligned Price is — and why most firms are charging below itHow to build simple, profitable packages that clients actually understandThe mindset blocks that sabotage pricing conversationsHow to set boundaries, avoid scope creep, and keep client relationships healthyWhy positioning and niches matter more than ever in the AI eraHow to use analytics, KPIs, and AI-generated insights to move into advisory — even if you don't “feel” like an advisor yetLinda and Lee also break down the emotional side of pricing: the nervous system response, the discomfort, the instinct to over-explain or discount, and how to shift from “task doer” to true strategic partner.If you're a bookkeeper, accountant, or fractional CFO looking to raise prices, package services, or step confidently into advisory, this conversation delivers practical takeaways you can implement immediately.Learn More About Linda Hunt & SUM SolutionsWant support with pricing, packaging, or advisory? 

3 Practice Systems Helping Doctors Work Less & Earn MoreThe doctors making the most money are usually working the least hours—and it's not because they're smarter or luckier. It's because they've built systems. In this video, Dr. TJ breaks down the three core practice systems that helped him go from 40–50 patients a day and constant burnout to a 7-figure, hybrid-concierge practice with far fewer clinic hours.You'll see how mapping the patient journey, tracking the right numbers, and building a delegation ladder can free you from the day-to-day grind while increasing profit and consistency in your private practice. These frameworks work across specialties—family medicine, podiatry, dermatology, surgery, and more—because they're about business infrastructure, not just clinical skill.Use this episode to identify where your practice is leaking revenue and burning your time, then plug those gaps with simple, repeatable systems you and your team can actually implement.In this video, you'll learn:- Why “busy schedule = success” is a myth that leads straight to physician burnout.- How the Hybrid-Concierge model and systems thinking transformed Dr. TJ's practice.System #1: Patient Flow System – standardizing every touchpoint from first call to long-term follow-up.System #2: Revenue Tracking Dashboard – the core KPIs doctors must know beyond clinical metrics.System #3: Delegation Ladder – how to document, delegate, and automate so you stop doing $20/hour tasks.Real-world examples of doctors who reduced hours, increased cash-pay revenue, and doubled profit without seeing more patients.Chapters0:00 Why top-earning doctors work fewer hours0:40 From packed schedule to physician burnout1:23 How the Hybrid-Concierge model was born2:16 The 3 systems that changed everything3:35 System 1: Patient Flow System4:58 System 2: Revenue Tracking & KPIs7:52 System 3: The Delegation Ladder10:48 Recap and your next step11:54 Free Systems Starter Kit + invitationFree Systems Starter KitGet the free Systems Starter Kit to start implementing today:- Patient Flow Mapping Template- Revenue Dashboard Tracker (patient flow + revenue KPIs)- Delegation Ladder Worksheet More resources? ----------------------- Watch Full Episodes in my YouTube channel! https://youtube.com/@drtjahn ---------------------- Get Your Free Copy of my book, "Podiatry Profits Book: Crafting A Seven-Figure Lifestyle Practice" to grow your podiatry practice. You just cover the shipping: https://www.podiatryprofitsbook.com ---------------------- Do you want to build your dream private practice without the hassles of insurance networks? Then schedule a FREE 45-min Strategy Session with me. We will dive to look at your current practice and I will provide you with a crystal game plan for you: https://drtjahn.com/the-profit-accelerator-session/ ---------------------- I've created this EXCLUSIVE Private Facebook Group community of like-minded podiatrists who are coming together to build their DREAM PRIVATE PRACTICE, and FREE to join!! https://www.facebook.com/groups/podiatryprofits

Why Trading Programs That Move Fast Break Everything (And How Slow Growth Built a 115-Country Empire)If your affiliate program chases explosive growth with aggressive spend and flashy campaigns, this episode reveals why you might be building on sand. Yana Ivanova and Nir Iter from Exness share how they scaled from 18 to 115 countries not through brute force marketing, but through something radical in trading: patience. Lee-Ann and her guests discuss why daily payouts matter more than commission rates, how localisation means hiring humans who actually understand regional nuances, and why the Latin American market demands emotional connection before transactional relationships. This conversation reveals a counterintuitive truth: sometimes slow and steady really does win the race.Talking Points Include:The payment infrastructure breakthrough that built trust faster than any marketing campaign and why waiting until month-end to pay affiliates destroys credibility in emerging marketsWhy treating LATAM as a single homogeneous market is the fastest path to failure and the exact localisation strategy that transformed passive content into community engagement across culturally distinct countriesThe team structure that prevents cannibalisation when 11 account managers chase global traffic and how individual KPIs combined with team goals create collaboration instead of internal competitionListen to Find Out More About:How Exness structures team KPIs to prevent account managers from fighting over global affiliates while maintaining healthy competitionThe buddy program that integrates new team members without creating hierarchical friction in an 11-person global teamWhy the company prioritises quality over quantity now, deliberately slowing growth to ensure sustainable partnershipsThe specific data points Exness analyses constantly to identify which markets deserve localised attention versus broad global treatmentHow mobile measurement platforms become essential tools for LATAM affiliates where phone traffic dominatesThe real reason trading affiliate programs traditionally used CPA models and how Exness diversified beyond that constraintKey Segments of This Podcast and Where You Can Tune In to Go Direct:[08:17] The long-term mindset explained through hotel guest analogies and why three-year plans beat quarterly targets[16:29] Daily payment implementation and the risk mitigation strategy that made it viable without enabling fraud[20:34] Team scaling from a handful to 11 professionals and how specialisation by region prevents global chaos[33:03] Honest advice for newcomers: pick your niche, build community, trust your dataLatin America: The Opportunity AheadFor affiliates considering Latin America in 2026, both guests offered clear direction. Yana's focus centres on local communities, as the region values authentic, community-driven marketing over impersonal automation. Nir emphasised mobile optimisation, noting that with young, mobile-first audiences, ensuring your tracking, creatives, and user experience are optimised for phones is non-negotiable. Tools like AppsFlyer or other mobile measurement platforms are essential.Send me a text with your questions

Overview: In this episode of the SMB Community Podcast, hosts James and Amy kick off with a weather update from Michigan and Nebraska and discuss the changing nature of fall leaf collection. The conversation then shifts to the MSP question of the week, focusing on the best KPIs and metrics for MSP CEOs, emphasizing the importance of role-specific indicators. They explore financial and performance metrics in depth and touch upon AI's transformative role in the workplace. The episode wraps up with thoughts on the evolving nature of work hours, reflections on the recent FAA issues, and updates on WhatsApp's growing user base and Zoom's revamped partner program. The hosts also share their excitement for the upcoming holidays. 00:00 Introduction to the SMB Community Podcast 00:23 Weather Chat and Personal Updates 02:35 MSP Question of the Week: Best KPIs for CEOs 11:11 AI in the Workplace: Opportunities and Challenges 15:32 Rethinking the 40-Hour Work Week 22:28 Federal Government and Travel Updates 24:33 Tech Talk: WhatsApp and Zoom Partner Programs 28:13 Final Thoughts and Upcoming Events 31:12 Conclusion and Farewell --- Chapter Markers: 00:00 Introduction to the SMB Community Podcast  02:35 MSP Question of the Week: Best KPIs for CEOs 11:11 AI in the Workplace: Opportunities and Challenges 15:32 Rethinking the 40-Hour Work Week 22:28 Federal Government and Travel Updates 24:33 Tech Talk: WhatsApp and Zoom Partner Programs 28:13 Final Thoughts and Upcoming Events 31:12 Conclusion  --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

In this episode of Business Lunch, we dive into extreme leverage—how solo founders are building multi-million dollar businesses with basically zero headcount. We break down the playbook: finding expensive problems, validating demand before writing code, and letting AI handle the execution. We also cover the risks, the new KPIs that matter, and the vision of one founder running a portfolio of micro businesses on a single AI-driven back office.Chapters00:00 Building a Billion Dollar AI Company Alone13:18 Leveraging AI for Business Solutions13:45 Redefining Roles in the Age of AISpecial AnnouncementAfter 5 years of teaching entrepreneurs how to build, buy, and sell companies, I'm retiring all Epic courses and educational content permanently. This isn't because they didn't work, thousands have built real wealth with these frameworks, but because AI, capital markets, and collaboration have changed the game. I'm shifting from teaching deals to doing deals. Want access to everything before it disappears forever? This is your last chance to grab 5 years of proven frameworks, strategies, and training materials before they're gone for good. See the full story and whats going into the vault here: Go to the vaultConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreMost marketers are told: “Tie your plan to revenue.” But how?In this fast-paced live episode, Sam Kuehnle (VP of Marketing at Loxo) breaks down a practical, no-fluff process for building a marketing plan that earns buy-in from leadership, aligns with sales, and actually hits targets.No vanity metrics. No fake forecasts. Just real talk on what's working, what's not — and how to plan smarter.In this episode, you'll learn:How to calculate marketing's share of company revenue goalsWhat “bottoms-up” and “top-down” planning really look likeWhy most funnels leak at the demo-to-meeting stageHow to avoid wasting budget on channels you haven't proven yetThe spreadsheet Sam uses to model all of thisThis is your playbook if you're tired of MQL theater and want to lead with strategy, not guesswork.

For 20 years, Maria Sinclair watched other people get promoted while she stayed stuck in her own head. She questioned whether she belonged, worried about how she was perceived, and doubted nearly every decision she made. Then Covid hit, and everything changed. Cobalt furloughed 45 of its 55 UK staff, leaving only ten people working. Maria picked up multiple desks, supported clients across new specialisms, and kept the operation steady during one of the most challenging periods the industry had ever seen. That moment revealed a capability she had never fully recognised in herself. Today, Maria is the Managing Director of Cobalt, ranked 49th in the UK's Hot 100 list based on GP per employee. After 23 years with the business, she has worked her way up from recruitment consultant to MD while helping build a culture known for tenure, trust, and consistent performance. In this conversation, Maria explains how she built confidence later in her career, why she focuses on job quality over call volume, how openness about challenges like perimenopause strengthens team culture, and how Cobalt hires for work ethic and trains for market expertise. If you have ever doubted whether you are ready to lead, this episode shows what becomes possible when you start backing yourself. You'll learn: • How Maria entered recruitment after being rejected eight times • Why confidence took decades to develop • How she navigated the 2009 crash, Brexit, and Covid • Why the COVID-19 crisis became the turning point in her leadership • The cultural principles that support performance • Why job quality matters more than call volume • How Cobalt assesses work ethic and validates billings • The patience required to train recruiters from other sectors • Why expertise beats activity in the built environment Timestamps: [6:00] Breaking into recruitment after eight rejections [18:29] The confidence struggle [24:09] Navigating economic shocks [25:36] The Covid moment [28:49] The promotion that shifted everything [30:44] Being open about perimenopause [36:17] Culture and retention [41:37] KPIs that matter [50:18] Hiring for work ethic [54:29] Training recruiters from other sectors [58:13] Becoming an industry expert [1:01:06] Closing rate problems and what they mean Guest Bio: Maria Sinclair is the Managing Director of Cobalt, operating across the built environment with offices in the UK, Germany, and the US. Cobalt ranks 49th in Recruiter Magazine's Hot 100 list based on GP per employee. Maria has been with Cobalt for 23 years and was appointed UK MD in January 2024.

The Digital Marketing Success Plan — Building Predictable, AI-Ready Growth in 2025In this week's episode, Sacha sits down with Corey Morris—award-winning marketer, best-selling author, agency CEO, and creator of the Digital Marketing Success Plan®—to break down what most companies get wrong about digital marketing (hint: it's not the tactics… it's the lack of a real plan).From early SEO days and the rise of social to today's AI-powered search landscape, Corey shares insights from 20 years of building ROI-driven strategies for brands across North America. His work at VOLTAGE, a premier search & web agency, has helped companies align their marketing, analytics, and execution for sustainable, revenue-focused growth.We dig into:Strategy vs. tactics: why most teams jump straight into doing instead of aligning on business outcomesThe START Planning Process®: the 5-step framework (Strategy, Tactics, Application, Review, Transformation) that makes marketing accountableThe hidden cost of random acts of marketing: why posting “just because” drains time, clarity, and ROISEO in an AI world: zero-click searches, AI overviews, and why “SEO is dead” is still a mythContent overload & quality control: how to use AI without creating junk that damages trustReporting that leaders actually believe: tying marketing → pipeline → profit instead of stopping at clicksTrigger events: CEO drive-bys, rebrands, algorithm shifts & how to stay agile without losing directionScaling predictably: why diversified tactics + disciplined planning beat shiny-object growthThe real risks of tool overload: subscriptions, automation traps, and the false promise of shortcutsBuilding credibility in your niche: how to differentiate, not commoditize, your marketing

Stop guessing. Start assessing. This conversation gives chiropractors a clear, CEO-level way to review the past year so you can plan 2026 with confidence. Dr. Pete and Dr. Stephen break down the APPEAR process and show how to score your five domains, surface real constraints, and turn them into projects that boost throughput, retention, and profitability. You'll learn how to use the Accountability Grid, align KPIs to owners, and set a simple rhythm that keeps your team focused and your growth sustainable. In this episode you will:See how the APPEAR framework turns vision into execution. Learn to score attraction, conversion, retention, team, and collections with real data. Identify true constraints and translate them into 2026 projects. Assign clear ownership and KPIs using the Accountability Grid. Build a repeatable end-of-year assess → plan rhythm your team can follow.Episode Highlights01:38 – Learn why Last to Now is the essential starting point for the APPEAR framework.02:17 – See why discipline and restraint make this assessment so valuable for leaders.03:29 – Understand how the APPEAR process works and why the Assess step runs deeper than most expect.04:08 – Hear how belief systems shape behaviors and why outcomes trace back to mindset.05:32 – Learn why successful chiropractors reflect before they plan and how this habit produces better years.06:23 – See why entrepreneurs struggle with slowing down and why looking back is uncomfortable but necessary.07:16 – Understand how last year's vision and goals become the anchor for your annual review.09:18 – Learn how your vision story and goals turn into a data-driven roadmap for assessment.10:53 – See why outcomes reveal the truth of your inputs and why emotional reactions are part of the process.13:06 – Learn how to create a proper CEO environment for meaningful annual assessment.14:52 – Understand how the APPEAR process ties assessment, planning, and execution into one clear rhythm.17:12 – See how the updated Accountability Grid simplifies scoring and clarifies ownership.21:26 – Learn how to connect beliefs, behaviors, and tools so your assessment becomes actionable.26:02 – Understand how the three tributaries of marketing reveal the health of your attraction strategy.34:09 – Learn how constraints limit throughput and why identifying them drives your 2026 projects.37:58 - Coach Dr. Eric talks with Success Partner Dr. Chad Glines from Genesis Back and Neck about bringing a principled decompression system into a chiropractic practice without adding confusion or extra work. Dr. Chad shares how their proven protocol, targeted marketing, and full training support make disc care consistent, profitable, and easy to integrate. It's an encouraging look at growing your practice and serving tougher cases with confidence and integrity. Resources MentionedDownload for the Accountability Grid & Walk-Through Video: https://theremarkablepractice.com/podcast-ep334-acctgrid/Learn more about the TRP Remarkable Business Immersion - March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about Genesis Back & Neck visit: https://genesisback.comBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcastor follow on your favorite podcast app. 

Most sales orgs brag about being data-driven, then bury SDRs under forty-seven KPIs, endless meetings, overlapping territories, hope-based quotas, and tool sprawl. That's not accountability. It's anxiety by design.In this episode, Brandon Bornancin breaks down the five GTM design flaws quietly crushing performance and shows you what elite VPs do instead. You'll learn how to cut to five controllable KPIs, replace meeting bloat with async updates, assign single-account ownership, rebuild quotas from real capacity, and collapse your stack so the next action lives in the CRM.Brandon lays out the templates, rules of engagement, and compensation tweaks that turn chaos into throughput... without burning out your best reps. 

If you've ever felt like hiring is a shotgun approach and retention is just luck, this session will change how you build teams. In this Total Talent Masterclass, Brian Weidner (Career Tree Network) sits down with Nathan Shields to unpack a strategic, repeatable approach to building a game-winning culture of recognition and retention that actually moves the needle. Nathan walks through how intentional values, recognition systems, and leadership by metrics turned his clinics into high-performing, sticky organizations — the same factors that helped him build and sell a business at a valuation well above industry averages. Together, they cover how to stop reacting to churn and start engineering a workplace people want to join and never want to leave. You'll learn:How to hire and fire by values so culture becomes a competitive advantage (and not just a buzzword)Practical recognition systems that scale: from peer-to-peer shoutouts to quarterly town halls and value awardsWhy embedding values into every stage of the employee lifecycle (ads → interview → onboarding → reviews → offboarding) prevents culture driftWays to measure recognition success (NPS for employees, retention & productivity KPIs, and qualitative pulse checks)How to balance production AND values — and why sacrificing one for the other destroys morale fastLeadership playbook: lead like an owner, coach by metrics, and create career conversations that reduce surprise exitsIf you're a hiring manager, clinic owner, or HR lead who wants predictable staffing, lower turnover, and a culture that amplifies productivity, this masterclass gives you the framework and tactical next steps.

Profit First with Megan Schwan   Most owners chase revenue and wonder why cash keeps disappearing. In this episode, Rocky sits down with Megan Schwan—CEO of Sidekick Accounting and a certified Profit First Professional—to unpack the simple systems that turn chaos into cash: clean books, pricing discipline, expense sweeps, and a short list of actionable KPIs. If you want fewer surprises and fatter reserves, start here.   In This Episode, You'll Learn:  Why "good books" are your #1 tax saver—and the foundation for pricing and fraud control. How Profit First creates guardrails, gut-checks overspending, and builds real reserves. The expense analysis that finds instant profit (and all those "I thought I canceled" subs). The handful of KPIs to watch: break-even, month-end bank balance trend, gross & net margins, plus 1–2 lead metrics. Why owners must read the balance sheet (AR, debt, cash) to explain the "profit but no cash" mystery. S-Corp myths vs reality: costs, payroll, compliance, and when it doesn't save you a dime. The mindset gap: let data overrule fear and emotion—especially in weird markets.   Key Takeaways:  Clean books first; dashboards second. Messy inputs = misleading decisions. Profit First is a behavior system that forces lean ops and automatic reserves. Trim subscriptions and non-ROI spend quarterly. Every line needs a purpose. Track few, not many: break-even, margin, cash trend, and one lead indicator. Entity choice is strategy—don't elect S-Corp on hype; do the math.   Bio: Megan Schwan is the CEO and Founder of Sidekick Accounting Services, a national, virtual accounting firm working to change the statistic that 8 out of 10 small businesses fail. For over a decade, Megan and her team have educated 1000's of owners on their business accounting and taxes in order to create sustainable and successful businesses. Being in the accounting industry for over 2 decades, Megan has seen and experienced plenty of businesses' red flags and triumphs.   Links: Website: www.sidekick-accounting.com  LinkedIn: https://www.linkedin.com/in/meganmschwan/  Facebook: https://www.facebook.com/mmschwan/  Instagram: https://www.instagram.com/mompreneurof4/   Conclusion: Revenue is loud. Cash is quiet. Use Profit First to build guardrails, clean up the books so pricing and KPIs tell the truth, and revisit entity and expenses with a strategic eye. A 20-minute weekly review beats a 20-hour crisis. Start small; stay disciplined; let the numbers lead.   #ProfitFirst #CashFlow #Bookkeeping #SmallBusiness #KPIs #PricingStrategy #Entrepreneurship #CFO #TaxPlanning #BusinessSystems   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

A CMO Confidential Interview with Michael Treff, the CEO of Code and Theory joins us for our 150th Show to share observations on the major forces impacting the B2B space. Michael details how "empowered buyers" are forcing sellers to increase focus on customer value creation and transforming marketing and sales from "leads to information" which is also shifting spending to capital expense. Key topics include: why the next AI frontier is customer experience; the need for companies to have both a long and short-term AI plans; why budgeting won't get any easier and; the gap between the CX problems and CX actions. Tune in to hear why you need to have an "AI plan for your humans" and learn if you need " a personalized relationship with your mustard."CMO Confidential #150: Michael Treff on B2B's Year-In-Review, What's Next, and How AI Will Actually Drive Growth**B2B is being rebuilt from the core. Michael explains why budgets are shifting from media to infrastructure, how the funnel is being rewritten by agentic search, and where AI must move from efficiency to growth. We also cover the KPIs that matter, budgeting realism for 2026, and three things every CMO should know by the end of next year. Sponsored by Typeface—the agentic AI marketing platform helping brands turn one idea into thousands of on-brand experiences. Learn more: typeface.ai/cmo. **Chapters**00:00 Intro + show setup01:00 Sponsor: Typeface — agentic AI marketing, enterprise-grade & integrated02:00 Guest intro: Michael Treff, CEO of Code and Theory03:00 B2B landscape: investment shifts, changing journeys, disintermediation07:00 From MQLs to value: sales enablement and end-to-end outcomes10:00 Mid-roll: Typeface ARC agents & content lifecycle11:00 Why suites win: implementation and value realization after the sale15:00 AI phases: Wave 1 (efficiency) → Wave 2 (growth) pressures on agencies17:00 CX as the bridge: measure outcomes, not vanity metrics22:00 Roadmaps, humans, and culture—planning beyond point tools26:00 Budget reality check: deliberation, polarization, and trade-offs29:00 Personalization vs. business impact—what to fund and measure33:00 By end of 2026: know your human plan, AI maturity, and new journeys35:00 2026 prediction: the ROI vice tightens—agencies must be consultative36:00 Closing advice: “Interrogate everything yourself.”38:00 Wrap + where to find past episodes39:00 Sponsor close: Typeface—see how ASICS & Microsoft scale personalization**About our sponsor, Typeface** @typefaceai is the first multimodal, agentic AI marketing platform that automates workflows from brief to launch, integrates with your MarTech stack, and delivers enterprise-grade security—named AI Company of the Year by Adweek and a TIME Best Invention. Learn more: typeface.ai/cmo. **Tags**B2B marketing, enterprise marketing, customer experience, AI marketing, agentic AI, marketing ROI, sales enablement, Code and Theory, Michael Treff, Mike Linton, CMO strategy, marketing budget, personalization, Martech, TypefaceSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

At just 21, Dylan Garcia is closing 5–8 wholesale deals every month — all built from cold calling, stacked marketing channels, and elite discipline he developed as a top wrestler in Florida. In this episode, Dylan breaks down how he got his first $60k deal, how he transitioned from JV partners to running his own operation, how he builds reliable buyers lists, how he trains VAs, and the KPIs he uses to keep deals flowing. KEY TALKING POINTS:0:00 - Intro0:33 - Dylan Garcia's Wholesaling Business1:08 - How He Got Started4:05 - Wholesaling Through A Realtor & The Numbers7:07 - His Next Deal9:24 - Transitioning From Relying On JV Deals11:57 - Using Investorlift13:35 - Other Ways That He Finds Buyers & Helping Newbies16:29 - Cold Calling & Facebook Ads20:44 - The Lists He Pulls & Problems With Calling22:56 - How He Defines A Lead26:50 - What He Learned From Wrestling28:33 - Closing Thoughts & How To Get In Touch30:19 - Outro LINKS:Instagram: Dylan Garciahttps://www.instagram.com/dylan.garcia007 Website: Gold Homebuyershttps://www.goldhomebuyers.com Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

When you are a brand selling products that fuel a lifestyle, there can often be a ton of education, inspiration, and connection that needs to happen with the shopper before they convert. The team at Brompton Bicycles, creator of the foldable bike, is led in the Americas by Juliet Scott-Croxford. One of the marketing approaches they have refined to achieve that connection is bespoke campaigns with influencers that can attract new consumers and inspire a test drive. She joins the podcast today to walk us through the power of authentic influence and, done right, the multiple KPIs it can drive to enhance a brand and accelerate a sale.

Time management for lawyers isn't just a productivity hack, it's the key to freedom. What if you could take around 200 days off a year without your firm collapsing, and actually increase law firm profitability in the process? That's exactly what Arizona probate, trust, and estate litigator Attorney Kent Berk has pulled off. In this episode of Great Practice, Great Life., Kent joins Steve to share how he went from overwhelmed and burned out, ready to walk away from his law practice, to leading a focused, profitable firm built on smart law firm business strategy and intentional law firm leadership. You'll hear how coaching, accountability, and a handful of mindset shifts helped him protect his time, reduce stress, and drive serious law firm growth. Steve and Kent break down the operational side of that transformation: revamping human resources, tightening law firm hiring practices, building an in-house training engine with AI-driven modules and real assessments, and aligning compensation with clear KPIs. With support from Practice Advisor Daniel Struna and the Atticus team, Kent redesigned his law firm operations so his team can train, make decisions, and move cases forward even when he's not in the office. From rethinking compensation structures and productivity metrics to embracing healthy conflict as a leadership tool, Kent's story is a practical blueprint for attorneys who want to step into a more intentional role, whether that's CEO, marketing director, or true firm leader. He shows how grit, clarity, boundaries, and a strong law firm culture can lead to exceptional client experiences and a life you actually enjoy. Whether you're overwhelmed or simply ready for your practice to support a better life, this episode delivers concrete strategies for attorney success, healthier law firm management, and meaningful, sustainable change.   In this episode, you will hear: Kent Berk's transition from burnout to a balanced, profitable legal practice Strategies for reducing stress through delegation, in-house training, and AI-enhanced operations The importance of a growth-oriented mindset and redefining roles within a law firm Enhancing firm efficiency by refining human resources, aligning compensation with performance, and leveraging technology How to connect traditional pricing models with clear productivity metrics to improve financial performance Embracing conflict and mistakes as opportunities for team growth and improvement The benefits of taking significant time off to enhance creativity, focus, and firm profitability   Subscribe & Review Never miss an episode. Subscribe on Apple Podcasts, Spotify, or YouTube. ⭐Like what you hear? A quick review helps more people find the show.⭐   Supporting Resources: Kent Berk:  berklawgroup.com/team/kent-berk Berk Law Group: berklawgroup.com Daniel Struna, Esq., Practice Advisor & Attorney: atticusadvantage.com/team/daniel-struna Law Firm Coaching: atticusadvantage.com/coaching Team Leader Certification Program: atticusadvantage.com/law-firm-team-leader-certification The Berk Brief (YouTube Series): www.youtube.com/playlist?list=PL4HbIYjUOpFG9W1JbnMlqBZ3M8YkwMxb_ The Four Agreements by Don Miguel Ruiz: www.amazon.com/Four-Agreements-Practical-Personal-Freedom/dp/1878424319 Blog "Why Law Firms Lose Top Talent (And How to Fix It)": atticusadvantage.com/blog/why-law-firms-lose-top-talent Onboarding Guide: atticusadvantage.com/worksheets/new-hire-onboarding-guide   If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com.   Curious about growing your own practice? Contact Atticus to see whether our law firm coaching can help you strengthen attorney success, refine your law firm business strategy, and build a practice that actually supports your life. You can also sign up for our newsletter to get practical insights on how to grow a law firm: from law firm leadership and management to marketing, hiring, operations, culture, and profitability, so you can build a Great Practice and a Great Life.

"I spend most days trying to figure out how to do as little as possible. That generally leads me to trying to find and convince the smartest people I can find to help me build the thing."In this business owner spotlight episode, Bradley sits down with serial entrepreneur Graeme Barlow to discuss the blueprint for scaling businesses from $3 million to $30 million and beyond. Graeme shares his unconventional journey from selling video game items on eBay as a kid to building multiple eight-figure companies, including Iversoft, one of Canada's largest custom software development firms.The conversation explores what it takes to transition through different business growth stages, why simplicity beats complexity in operations, and how the role of the founder must evolve as the company scales. Graeme offers candid insights on hiring smarter people than yourself, the "teenage years" of business growth, and his practical 3-1-90 vision-setting framework.Graeme Barlow is a serial entrepreneur who has been building companies since childhood. He is currently a partner at Iversoft, one of the largest custom software development companies in Canada, which he has helped grow from a team of 6 to eight-figure revenue. Graeme has built two companies into eight-figure businesses, co-founded ProPet Software (servicing 5 million customers annually), and runs FounderLink, a community for scaling founders. He has invested in over a dozen companies personally and dozens more through funds, bringing extensive experience in SaaS, venture capital, and high-growth technology companies.Connect with Graeme Barlow:Website: grahambarlow.com,Social Media: @GrahamBarlow (all platforms),Iversoft: iversoft.ca,FounderLink: Founder community for scaling entrepreneurs,Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming...