Podcasts about kpis

A cassette tape + a dream = a Bluetooth radio + a wealth mindset.

A cassette tape + a dream = a Bluetooth radio + a wealth mindset.

"The business works because of you, but it doesn't work without you." - This is the Rainmaker's Dilemma.This episode concludes a multi-part series exploring the journey from Rainmaker to Architect in business ownership. Bradley breaks down the fundamental definitions and characteristics that distinguish these two business operating styles, providing clarity on concepts that form the foundation of sustainable business growth.Join us for The 2 Day MBA August 12th-13th, 2025 when you save your seat at https://mba.blueprintos.comThanks to our sponsors...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 when you visit www.blueprintos.com!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.

Your people can make or break your studio. Building a standout team is critical to protect your business. And that doesn't just happen automatically, y'all.    Make sure you're firing on all cylinders in Episode 668: The Secrets to a High-Performing Team with Coaches Caroline Plambeck and Matt Hanton.    Prioritize prep: draft an org chart and job descriptions with specific KPIs  Recruit selectively: hire for culture and train for skill – you can't force fit Train to retain: templatize a comprehensive onboarding process Touch base: create agendas for 1:1s and team meetings; invite feedback  Hand out shout-outs: celebrate wins, share successes and give rewards    It takes a thoughtful commitment and ongoing efforts to nurture a stellar team. If it feels overwhelming, start with one step, then add on. Get all the insider tips in Episode 668.    Catch you there,   Lise   PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/  

Send us a textIn this episode of the Private Practice Survival Guide, we discuss the key performance indicators (KPIs) that private practice owners should track when evaluating Total People Expense (TPE). We explain how to analyze fixed vs. variable costs, calculate expense-to-revenue ratios, and measure employee productivity to ensure your staffing costs align with overall business goals. The episode also explores how to use KPIs to identify inefficiencies, optimize workforce allocation, and improve profitability. By consistently tracking these metrics, you can make smarter staffing decisions that support long-term financial stability. Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

SUMMARY: In this episode,Terryn and Aaron dive into the critical topic of metrically measuring your team's performance using Key Performance Indicators (KPIs), a cornerstone of the Entrepreneurial Operating System (EOS). They explore how to create meaningful KPIs that align with job descriptions, org charts, and business goals to drive accountability and success.   This episode includes practical steps for building KPIs, starting with clear job descriptions that outline measurable outcomes. Terryn shares insights on using tools like the Gap Analyzer to inventory team responsibilities and identify gaps or overlaps, ensuring every role has 3-5 core duties tied to trackable metrics. They emphasize the importance of integrating KPIs into quarterly evaluations (like EOS's 5-5-5 framework) and scorecards to maintain clarity and focus.They also tackle common pitfalls, such as visionary leaders chasing KPIs without a clear purpose or overloading scorecards with too many metrics. From leadership-level scorecards tracking financials, sales, and customer support metrics to department-level KPIs, the hosts highlight the need for simplicity and relevance.   Tune in for actionable strategies to implement KPIs effectively, avoid “chasing the same hamster around the wheel,” and commit to an operating system that transforms your business. Visit gapanalyzer.com for tools mentioned in the episode, and join us next week for more operations expertise!   Minute by Minute: 0:00 Introduction 2:29 Starting with job descriptions 5:40 Are you gonna keep it on a scorecard? 8:56 What are the key factors behind KPIs? 13:16 What KPI's should end up on a score card 20:55 Bonuses tied to completing rocks

What do you get when you mix a plumbing biz, a power couple, and a whole lot of hustle? This episode with Maggie and Andrew Wille of Platinum Plumbing delivers the real story behind building a business together, from raising kids to managing KPIs. Andrew shares how plumbing chose him, and Maggie opens up about trading her Fortune 250 career for the chaos and fulfillment of entrepreneurship. They talk yard signs as performance metrics, why EOS changed the game, and how setting boundaries (like Maggie's sacred summer day off) keeps their family and business strong ❤️. Whether you're building a team or building a life—this one's for you!   Additional Resources: Connect with Andrew on LinkedIn Connect with Katie Donovan Follow Camp Digital on LinkedIn Learn more about Camp Digital Join The ARENA - a CSTG Community! Chad on LinkedIn Chad Peterman | CEO | Author Peterman Brothers Website More on PeopleForward Network Follow PeopleForward Network on LinkedIn    Key Takeaways: Yard signs, reviews, and stickers offer simple but powerful insight into team performance and customer happiness. EOS brought clarity and structure to their fast-growing business. Communication is key when business and marriage intertwine.

#263 Marketing Strategy | Dave is joined by Jason Lyman, CMO at Customer.io, a customer engagement platform used by over 7,500 companies. Jason has led marketing at Dropbox, BetterCloud, and now heads a 30-person team driving growth across both PLG and sales-led motions.Dave and Jason cover:How to structure a B2B marketing org for scale, alignment, and channel ownershipWhy events are their #1 channel and how creative formats drive real pipelineThe KPI + OKR system they use to prioritize work and measure marketing's impactYou'll walk away with a clearer understanding of how to design your team, focus your strategy, and invest in channels that actually drive results.Timestamps(00:00) - – Intro (02:34) - – What Customer.io does and who they serve (03:34) - – Growth story: from bootstrapped to private equity-backed (05:34) - – Team size and breakdown of the 30-person marketing org (07:34) - – Balancing PLG and sales-led within one team (09:34) - – How the org is structured: focus teams vs. centers of excellence (11:34) - – Aligning team goals to sales motions and funnel stages (13:34) - – How Customer.io prioritizes internal marketing requests (15:34) - – Avoiding the “who bangs the table loudest” trap (16:34) - – Cross-functional alignment with sales and product (18:34) - – KPI vs. OKR: how Customer.io uses both (22:50) - – Examples of key KPIs for the business (24:50) - – How OKRs cascade across the org (26:50) - – Why structured goal setting leads to better marketing impact (28:50) - – What channels are working: events are back (29:50) - – Examples of creative event formats that build community (31:50) - – Building pipeline without pitching at events (33:50) - – How Customer.io defines and tracks long-term influence (36:50) - – The decline of SEO and rise of AI-influenced buying (38:50) - – Why positioning is more important than ever (40:50) - – Product and marketing alignment in a modern org (42:50) - – Selling both the product and the roadmap (43:50) - – Jason's one wish for marketers: better customer data (45:50) - – Personalization, adaptability, and breaking through the noise (46:50) - – Closing thoughts Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***Today's episode is brought to you by Zuddl.We're halfway through 2025, and one thing's clear: events continue to be one of the highest performing marketing channels. Niche meetups, conferences, curated dinners, networking - you name it. Everyone's leaning in.Events are a core part of our playbook this year at Exit Five. So far, we've hosted two virtual sessions each month, one large virtual event, one in-person meetup, and we're deep in the weeds planning our Drive conference coming back to Vermont this September.Zuddl helps us run a smarter event strategy - from driving registrations, managing invites, automating comms, reminders, analytics, tracking. Their Salesforce integration also makes it simple to report on pipeline and revenue from events without pulling in ops.On top of that, the differentiator with Zuddl is how their team is insanely good at supporting us. They always go above and beyond for us - and that's how we've been able to keep the momentum going with 12+ events already this year, with plenty more to come.If events are part of your marketing strategy, you need to look at Zuddl to see how companies like Zillow, CrowdStrike, and Iterable are using the top event platform for Business events in 2025. Head over to zuddl.com/exitfive to learn more. 

Thanks to our Partner, NAPA Autotech TrainingIn this thought-provoking episode, Matt Fanslow draws parallels between the tragic failures of the Titan submersible and the Space Shuttle Challenger and the common pitfalls in the automotive aftermarket industry. He discusses how ignoring expert advice, dismissing data, and letting ego drive decisions can lead to catastrophic consequences—whether in deep-sea exploration, space travel, or running a repair shop.Matt reflects on the importance of heeding warning signs, fostering a culture of curiosity, and making data-driven decisions to ensure business success and safety. He also shares insights on leadership, accountability, and the dangers of the Dunning-Kruger effect in automotive repair.Key Topics Discussed:The Titan Sub TragedyHow ignoring engineering warnings led to disaster.The dangers of cutting corners for cost savings.Parallels to shops ignoring best practices in repairs.The Challenger DisasterOverlooking expert concerns for the sake of progress.The human cost of preventable failures.Ego & Ignoring Data in the AftermarketWhy shop owners/managers dismiss KPIs and expert advice.The dangers of "This is how we've always done it" thinking.Case studies of shops that succeed vs. those that struggle.Dunning-Kruger Effect in Automotive RepairHow overconfidence leads to mistakes.The importance of continuous learning and humility.Leadership & AccountabilityWhy fear and ego hold businesses back.How to foster a culture of improvement.Final Thoughts & TakeawaysThe importance of data-driven decisions.Encouragement to seek training and mentorship.Notable Quotes:"Ignoring warning signs—whether in deep-sea exploration or auto repair—leads to failure. The data is there; we just have to look at it.""Ego and fear are the two biggest roadblocks to success in this industry.""If your shop is struggling, the first question should be: Are we ignoring the experts and the data?"Thanks to our Partner, NAPA Autotech TrainingNAPA Autotech's team of ASE Master Certified Instructors are conducting over 1,200 classes covering 28 automotive topics. To see a selection, go to napaautotech.com for more details.Contact InformationEmail Matt: mattfanslowpodcast@gmail.comDiagnosing the Aftermarket A - Z YouTube Channel Subscribe & Review: Loved this episode? Leave a 5-star review on Apple Podcasts and SpotifyThe Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open Discussion. https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental...

Between annual targets and cost-focused KPIs, procurement leaders find themselves in an impossible bind when it comes to decarbonization: they know sustainability matters, yet the very incentive structures designed to reward their performance actively undermine their decarbonization efforts.  In this episode, co-hosts Rich Ham and Philip Ideson speak with Martin Chilcott, Founder and CEO of 2 Degrees Limited and Founder of Manufacture 2030, to explore how procurement incentives could rapidly accelerate corporate decarbonization.  Martin works with global corporations across manufacturing, pharmaceuticals, and automotive industries, and he's seen firsthand how carbon strategies succeed or stall based on the commercial relationship between procurement and their suppliers. Martin points out an important truth that many procurement leaders understand but struggle to quantify: "Carbon costs exist right now, even if they don't appear on your budget line." He shared concrete examples like Panama Canal disruptions and cocoa price hikes, with climate disruptions already impacting business financials.  The problem, he says, isn't awareness, but short-termism and narrow financial definitions that discourage investment. As Martin says, "If reducing emissions isn't explicitly worth the effort financially, suppliers won't make the effort." The way forward requires fundamental changes to how procurement defines value. By reframing total cost of ownership to explicitly include carbon, implementing longer-term contracts with carbon reduction targets, and building targeted supplier incentives, procurement can make decarbonization both profitable and achievable.   Links: Martin Chilcott on LinkedIn   Rich Ham on LinkedIn Learn more at FineTuneUs.com  

Today's guest is Miranda Jones, SVP Data & AI Strategy Leader at Emprise Bank, to explore how banks can design AI systems that balance compliance obligations, customer expectations, and employee experience. Miranda unpacks why explainability shouldn't be an afterthought—and how embedding transparency into AI workflows helps institutions avoid costly rework and build trust across all stakeholders. She discusses the importance of co-designing solutions with the people closest to the work and why slowing down to define meaningful KPIs is essential to long-term success. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast! This episode is sponsored by Searce. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Mit 56 Jahren zu einer der erfolgreichsten Ü50-Creatorinnen Deutschlands? Sue Giers hat genau das geschafft – und ganz nebenbei die Zielgruppe 50+ auf Social Media neu definiert. In dieser Folge spricht sie offen, humorvoll und inspirierend über ihren Weg nach ihrer Scheidung zur Best Agerin auf Social Media. Erfahre in dieser Folge: * Wie man als Ü50-Creatorin auf Social Media durchstartet * Warum Wiederholung im Content der unterschätzte Growth-Hack ist * Weshalb Mut oft wichtiger ist als Strategie * Und wie man sein Alter zu seinem USP macht, nicht zum Makel Timecodes: 00:02:55 Gesprächsstart 00:05:56 Vorstellung von Sues Manager Korbi 00:07:26 Tik Tok als Einstiegspunkt und Strategie für den Erfolg 00:11:28 KPIs und Erfolgszahlen 00:15:37 Junge Frauen als Zielgruppe 00:19:35 Reaktionen & Konflikte aus dem nahen Umfeld 00:25:18 Der schmale Grat zwischen Sichtbarkeit und Provokation im Netz 00:30:00 Misserfolg eines TV-Formats für ältere Frauen 00:35:58 Wut als Antrieb 00:42:30 Körperbilder 00:49:01 Botox und Selbstoptimierung 00:54:44 Vorteile des Alterns und Zukunftsausblick Werbung: Vodafone: Hol Dir jetzt ein iPhone 16 Pro mit Vertrag bei Vodafone⁠⁠ und erhalte 200 € Willkommensbonus! ⁠Sichere dir außerdem 25% Rabatt auf den Tarifpreis und für alle unter 28 Jahren gibt es sogar Apple AirPods 4 geschenkt. Sicher dir das Angebot bis zum 16.07.2025 hier⁠: http://www.vodafone.de/bgb Baby got Business Bootcamp: Kompakt. Effizient. Topaktuell. Das 10-Wochen-Online-Programm ist der Wissens-Boost für alle Social-Media-Professionals, Creator:innen und Gründer:innen. Jetzt⁠ ⁠hier⁠⁠ einen der begrenzten Plätze sichern. In der Folge erwähnt: Sue Giers Korbi Media SoSue Anna-Lara Kinnemann Podcastpartner: ⁠⁠⁠⁠Hier⁠⁠⁠⁠ findet ihr alle aktuellen Supporter unseres Podcasts & aktuelle Rabattcodes. Hier findest du mehr über uns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram ⁠⁠⁠⁠ ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Impressum⁠⁠

Thanks to our Partner, NAPA Autotech TrainingIn this thought-provoking episode, Matt Fanslow draws parallels between the tragic failures of the Titan submersible and the Space Shuttle Challenger and the common pitfalls in the automotive aftermarket industry. He discusses how ignoring expert advice, dismissing data, and letting ego drive decisions can lead to catastrophic consequences—whether in deep-sea exploration, space travel, or running a repair shop.Matt reflects on the importance of heeding warning signs, fostering a culture of curiosity, and making data-driven decisions to ensure business success and safety. He also shares insights on leadership, accountability, and the dangers of the Dunning-Kruger effect in automotive repair.Key Topics Discussed:The Titan Sub TragedyHow ignoring engineering warnings led to disaster.The dangers of cutting corners for cost savings.Parallels to shops ignoring best practices in repairs.The Challenger DisasterOverlooking expert concerns for the sake of progress.The human cost of preventable failures.Ego & Ignoring Data in the AftermarketWhy shop owners/managers dismiss KPIs and expert advice.The dangers of "This is how we've always done it" thinking.Case studies of shops that succeed vs. those that struggle.Dunning-Kruger Effect in Automotive RepairHow overconfidence leads to mistakes.The importance of continuous learning and humility.Leadership & AccountabilityWhy fear and ego hold businesses back.How to foster a culture of improvement.Final Thoughts & TakeawaysThe importance of data-driven decisions.Encouragement to seek training and mentorship.Notable Quotes:"Ignoring warning signs—whether in deep-sea exploration or auto repair—leads to failure. The data is there; we just have to look at it.""Ego and fear are the two biggest roadblocks to success in this industry.""If your shop is struggling, the first question should be: Are we ignoring the experts and the data?"Thanks to our Partner, NAPA Autotech TrainingNAPA Autotech's team of ASE Master Certified Instructors are conducting over 1,200 classes covering 28 automotive topics. To see a selection, go to napaautotech.com for more details.Contact InformationEmail Matt: mattfanslowpodcast@gmail.comDiagnosing the Aftermarket A - Z YouTube Channel Subscribe & Review: Loved this episode? Leave a 5-star review on Apple Podcasts and SpotifyThe Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open Discussion. https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental...

Tiff and Kristy talk about revisiting those goals your practice set at the beginning of 2025, and if you're falling short, discuss how to get back on track. 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 back here today. I've got Kristy with me. You guys know I love podcasting with the consultant team and I love each of them for something very, special. Kristy, you are my gal that, like, I feel like we can talk about anything. Always be on the same page. You riff with me very easily.   And you always, always, always, I have to value this and appreciate it at the end. If I ever ask you for anything I missed, you always catch something and always have a pearl of wisdom. And I just think it's really, really, one, talented. Like not everyone can do that or think. A lot of people get like stressed, especially podcasting. And two, it just makes me really, really excited for your clients because I know you just operate in that way.   You're always thinking of like, my gosh, what else can I add? What value can I bring? And your clients are just insanely lucky to have you as a consultant. And your previous clients I know are just always checking in with you and they're always asking those simple questions or those hard questions. And Kristy, think it's just really cool. You're an insanely special human. So thank you for being here. Thank you for being a part of our team.   I hope you understand and know how valued you are, the Dental A Team, and just personally and professionally.   Kristy (01:25) Absolutely. Thank you. I'm honored to be here and be a part of ⁓ changing dental lives. ⁓   The Dental A Team (01:26) Yeah.   Thank you. And   just so everyone knows who's listening, podcasts are not like super easy. Recording podcasts can be a little daunting. And that was even before we had to do it by video. And I think about this a lot, actually, because it just, I think it's so funny. This is kind of like cell phones. We're going go on a little small little tangent because I think it's hilarious. I remember way back in the day when we were like,   bricks with these giant cell phones. We were like, this is stupid, like, why it needs to be small? So we had this little tiny flip phone that you really couldn't do a lot on, right? Because it was so small, but it was small. We wanted small and compact. And then we went to a BlackBerry and it was like, this is a whole computer and I can do my emails. And then we went small again. We like keep going back and forth and back and forth. And now, know, iPhones got it pretty well dialed in, but it's so much bigger than my cell phone was in high school. And I think about this a lot because   I think we go forward and backwards in life constantly. This is no different than that. Because you remember, I remember Brody was little and I used to do Beachbody coaching. I loved it. It was just like a past life that I absolutely loved. The fitness industry, the fitness world is my passion. But I remember we used to get on Facebook Live or we do YouTube videos and we were like, hey guys, this is how you make this cake or whatever it was.   And then we removed the video aspect, right? And that's when podcasts got popular and podcasts were not video. Podcasts were strictly just talking. And I remember Dana and I, or Britt and I, like get together and we could see each other, but it wasn't being recorded. So we could come however we wanted to look. It was just like, come as you are. We're only here for the voices. And then now, then we added the video back in and I'm like, wait, like we keep going backwards. Now I feel like we're doing YouTubes all the time. So.   Anyways, my small tangent there is like going forward and then coming backwards and feeling like you're making progress, but then technology pulls us back a little bit. And I think that we do that in life and personal life. We do that in habits. We're like, so good. The 30 days sugar detox, like I'm doing so good, right? We get to 28 days and we're like, but just a little bit won't hurt. I just want a little sugar. And we're like, dang it. Now we're sliding backwards or whatever the   I think we do that a lot in life and it doesn't have to be technology. It can just be habits. It can. It can be anything in some some places. A place that I see it a lot is within our goals within a company that only team has company goals. We we do the same thing over here. Every business is business is what I always say. We've consulted eye doctors and chiropractors and like business is business. I talked to.   You know, my financial advisor about his business structure, he's like, help me with the CPAs, whatever. Business is business and we all move forward and fall back and move forward and fall back. And today, Kristy, I thought it might be beneficial kind of being mid-year-ish to do a check-in on that. I know we do it with all of our clients, but making sure even non-client doctors who are here, business owners who are listening, that you know that this happens. This is...   This is life. Like we're back on video. Here we are. This is life. And we go forward and then we fall backwards. But no matter what, there's always a space to move forward again or move forward more. If you didn't fall backwards, you move forward more. There's always that space and there's always that availability. And oftentimes we get to this space in the year, June to like August timeframe, and we haven't looked at our trajectory very often.   in and maybe we look and we're like, ⁓ heavens, Tiff, like, I'm like 300 grand short of what I wanted to hit this year. And Kristy, how many times have you had a doctor call you just like, this is it, we got to change my goal. We've got it. We're not doing three million. We're doing 2.7. And you're like, no, we're not doing that. Yeah, like, no, we are not here for changing goals. We're here for pushing forward.   And I thought it would be fun for us to really take a look at that today and figure out how can you know that you're on or off track? And when you're off track, what do you do to get back on track? Now, Kristy, ⁓ what do you have your clients doing? And what have you always, you've worked with, you've consulted for a while. what have you always had your clients doing to stay, not even to stay on track, but just to know where they are. Like how do we know our baselines in business?   Kristy (06:15) Yeah, well first off, I always like to start the year projecting out our year, right? So looking at what we did last year and creating a goal with growth on top of it and projecting that out for the future. But then also when we do that,   ⁓ taking it and chunking it down. So we may have a big goal and starting the beginning of the year, if our goal is three million, that can be so daunting, right? And I think we all have to remember.   The Dental A Team (06:44) Mm-hmm.   Kristy (06:47) Yeah, we always have to keep our eye on the prize, but we need to also chunk it down. And you made a very good point about it being June. And my mind went to thinking back to the beginning of the year and how we're really excited, thinking of like starting school even. Your first year in college, I'm a freshman and I'm all gung-ho and I'm ready to study and I have these habits. And then all of a sudden we start to fall back in routine. remember,   The Dental A Team (07:05) Yeah.   Yeah.   Kristy (07:17) that each day is a new day to start over. But to your point...   Right now, we have our big goal and maybe we have a sheet with a thermometer or however you want to fill it and make sure we're always keeping our eye on that prize, but go smaller. Go to your month view, go to your weekly view, then go to your daily view and chunk it down because it makes it so much more doable and we resist the urge to change the goal then because we can look and see where we're at.   The Dental A Team (07:33) Yeah.   That's nice.   Kristy (07:49) and what we have to do to get back on track.   The Dental A Team (07:53) Yeah, I love that you said that like scale it back. Look at what the different layers are and then always looking at if you added these layers together now, does it equate to where you need to be? And something you said, Kristy was massive. Like I think so many doctors get into the year and like I'm going to do three million this year and then that's it. And it's like divide three million by 12. That's what we're hitting every month. And then we just go month by month by month.   But if we're not looking at our leads, our lags and our current, then we get lost in the shuffle. And Kristy, I think that's what you're saying, right, Cheon? Get back and know and then always look at what we've accomplished and where we have left to go. Not June to August timeframe can be seriously pivotal in making or breaking those goals, because if you now look at January to June and you say, OK,   What did I, what have I done? What is my year to date production so far? And then subtract that from your yearly goal and you're going to see your gap, right? So that's what you have left to do this year. Sometimes you might look at that and you might see your $300,000 short. That sounds massive, right? You're like, holy cow. Well, let's divide that by how many months we have left this year. Doesn't mean we throw in the towel and we're done. We say, okay,   If I'm going to do this, how do I get this done? And again, what you said, Kristy, it's mid year, but we're doing the same thing. We're doing the same thing that we did at the beginning here. We're just reevaluating and reassessing where we have left to go. So a lot of times, you know, I've had dentists that were like a hundred grand short, even at the end of the year, we look at it and we're like, oh my God, we barely missed it. Well, let's look at where we missed it. Why did we miss it? What happened?   to get us to this point? And how do we make sure that this doesn't happen again? And typically it's been missed somewhere during that year where it was like we were short 25 grand on this month, we were short 25 grand on this month, and we were short 10, 10, like whatever it equates to, right? But it's like those add up so quickly that we tend to miss them. So if you get to that mid-year and you say, okay, this is what I have left, let's reassess.   and look at how long do we have. Kristy, something I do get asked a lot is, well, what do we do when doctors are like, let's take this vacation time? Or I've got associates who are like, oh, guess what? Next month, I've got CE and I've got this and I've got office managers and doctors that are calling me and pulling out their hair. And they're like, I have a goal, but how am I supposed to hit this? So Kristy, what do you suggest when they are off?   goal, they're off track, they've got how much ever money that they need to make up and then they've got something looming, some sort of maternity leave or something we just didn't really account for. How do you have your doctors really account for that and put it back into their goals?   Kristy (11:02) Yeah, I love that we're talking about this subject and I know we tend to talk about, you know, bridging the gap when we're behind and we'll certainly talk about that because many times it's that but...   Also, don't forget to celebrate if you're ahead, you know? And so celebrate if you're ahead, but not just celebrate, take a look at what you did to get there so you can repeat those processes, right? And to your point, if we are behind, take a look and chunk it down. What would it take to bridge that gap? And if I have providers looking for time off,   The Dental A Team (11:28) you   Kristy (11:37) Factor that into the equation. If we're behind already and we take this much time off, what now will the gap be? So for associates, for owner doctors, ⁓ it may not be easy to find a temp for them, but for hygiene, it's very easy to say, if we're ahead, do I really need to find a temp? Because we're ahead in our goal. Or,   The Dental A Team (11:44) Okay.   Yeah.   Kristy (12:02) Do I need to find a temp because we're behind   in goal? So it helps you make those strategic decisions. ⁓ with that being said, for owner doctors and associates, if we're behind, can we add in anywhere? Could we add one more hour to the day or could we work a Friday versus taking it off? What would that do in order to take that week off? And or can we change our block scheduling?   The Dental A Team (12:19) Yeah.   turn.   Kristy (12:32) some bigger rocks. Take our mind back to during COVID when we only did emergency treatment. It's okay if we push a filling off here or there if it means adding that big rock so we can make up for the loss, right? It's not that we're not going to do the filling, but could we put it in a month where we're already at goal, if you will.   The Dental A Team (12:39) Yeah.   Yeah,   yeah, I think those are really great points and something you said there was like work the Friday instead of not working made me think of I do have an office that does a few offices that do this, but one particular does really well at looking ahead one to three months consistently, if not further. But they're always looking at OK, if we want to as an office, take this time off or if we have to take this time off for CE or whatever, are there days in the month that were closed that we could open to make up that production?   And think that's massive. And again, like you said, I'm going to mimic it. You like definitely celebrate when you're ahead and then look at what does that mean? Now, something I do steer away from, and I know, Kristy, you do too, is changing the goal because you're ahead. So that doesn't mean next month you do 120 instead of 160. It just means great. We've got padding for if we need to utilize that. So if the time comes, I know I had a practice in February that by March they were like,   How are we so short? When they looked at it, they had hygienists that had called out sick. They had an associate dentist that was out for a week. They had a hygienist that was on surgery. They lost almost $60,000 just in like crazy schedule happenings that they weren't truly prepared for. And so that can happen at any point. So if you're ahead and then you get to November and it's like, wow, this is kind of crazy.   you can account for that. if you get to December and you're so far ahead that you're like, hey, actually, like, we're going to take two weeks off or we're canceling everything for two weeks because we're good. You want to be able to have those flexibilities. so, Kristy, I think it's brilliant the way you have them constantly looking at them. So your practices are always looking at their KPIs, their measurables of where have we gone? Where are we trying to get to? And what do we need to get there so that we can constantly strategize and figure out   a new route for that. Now, what do you suggest if we're, I don't know, say $300,000 short, whatever, a hundred, I don't care how much it is, but we're getting towards the time of year, we tend to forget this, that June to August timeframe is a good time to look at your goals because September to December can get a little wild, in my opinion, within dentistry. So if they're a little bit short here or a lot of it short,   What do you usually suggest to the doctors going into that kind of holiday season, which is freaking around the corner, which is crazy. How do you suggest that they start really preparing for that?   Kristy (15:22) No.   Yeah, well, number one, I like to start preparing early. A lot of people think, you know, we hit the September, September, right? And prepare early because we plant those seeds, right? And it doesn't have to be that way. So number one, looking at our unscheduled treatment, you know, who can we re-enroll that has already been in and we just haven't started treatment on?   The Dental A Team (15:36) huh.   Yeah.   Kristy (15:52) There's so many different avenues that we can start to look at and really with the goal of getting our patients healthy, tap into those resources. Or we have patients within our own schedule coming in that have unscheduled treatment. How could we add more on what we're already doing? Because we already have them here, you know, and capture more. The other thing that I was going to say, Tiff, is I do have a lot of doctors that are willing to work through a lunch hour.   The Dental A Team (16:00) Go.   That's a good point.   Kristy (16:19) You know, I know that's not gonna win fans with team probably, yet if we're behind on goal and we all are part of the goal, could we still honor lunch hours with team, but maybe we rotate through so we don't have to add another day, but just simply adding that procedure during lunch if it works for the team, you know? So there's so many different avenues, but if we fail to look at it, then we're already behind the game. But again, to your point,   The Dental A Team (16:19) Yeah.   Yeah.   Mm-hmm.   Kristy (16:47) starting now to start preparing for the end of the year and talking about what we have to do to bridge that gap, but tap into the resources we already have with the patients we already have.   The Dental A Team (17:00) That's brilliant. Looking at your unscheduled treatment is massive. And something you said earlier, Kristy, I'm going to pull back into the space right now. You said, look at what you've done that's worked, right? So look at what has gotten you here. Whether you're where you want to be or not, things have worked. And that's the space that is often missed in life in general. We're really great at looking back and seeing what could I have done better to have gotten a different result. But we often forget to look at what am I doing right?   that's producing the right result so that I can repeat that. And when you're looking at your unscheduled treatment, one, if you don't have a lot of unscheduled treatment but you don't have a full schedule, we need to look at diagnosis and new patients. So that's a space. And when you're not hitting goals, those are all spaces that we forget to look at. Often we're just like tackle the same day treatment, which works if you're diagnosing the treatment.   if you're getting the patients into the practice that need treatment. So a lot of times we might be behind goal and we might miss that there's something more underlying. It might be lost in marketing. It might be lost in the right new patients. I know I've got practices that are like, we're getting a ton of new patients, but they're clean patients. Fantastic. I love healthy mouths. I want everybody to have a healthy mouth, but I need dirty mouths. need unhealthy mouths.   to feed the production. And so being able to get that good mix takes a lot as well. So Kristy, to your point, like, are we celebrating the things that we're doing really well? And then the things that maybe aren't working to move the needle, are we really diagnosing what's truly going on there and tackling the root cause? A lot of times it's within the new patients, it's within the processes. If you've got a ton of outstanding treatment and it's not selling, why? Why aren't patients accepting?   If you don't have a ton of treatment and you don't have a full schedule, why? Is it under diagnosis or is it a lack of right patients? know Trish has a client right now. I've had the luxury of watching her consult this client and it's just been a lot of fun to see her take his, what's the word I want, like his, what are you seeing, his view and just shift it.   his attention, right? So he was getting the new patients, probably not as many as we'd love, but he wasn't focusing really heavily on the diagnosis, but wanted higher case acceptance, blah, blah, blah. So she really helped to shift. And Kristy, I've seen you do this too, shifting that focus back into, we looking at full mouth or did we get stuck on something? I've seen doctors do this where they're like, I'm going to do implants.   So we're only looking for implants and we're missing fillings. We're missing the like GP stuff that I know you don't want to do right now, but it's what fills the schedule. so, Kristy, to your point, really looking at what's working so that we can repeat that and diagnosing what's not working so that we can shift that and make massive impacts. Because sometimes I think that the money is missing because we've got something else is missing and we're maybe not focusing on the right things.   Kristy (20:14) Yeah, I love that you said that and you know something else that came to mind when you were talking is so many times we're looking at the dirty mouth, right? And healthy infected mouth or whatever but on our healthy patients It's a great time to take a step back to and say hey Is there anything you don't like about the shape size color of your teeth? So many doctors want to do cosmetic dentistry, but we never talk about it, right? So it's a great opportunity to also celebrate the healthy patient. my gosh, you've been coming for five   The Dental A Team (20:38) Yeah.   Kristy (20:44) years and haven't had a cavity, keep doing what you're doing at home, and this is a great time. Is there anything you'd like to change about your smile, right? And just by asking some questions, you could probably drum up more ⁓ treatment in your chair right there.   The Dental A Team (20:46) Yeah.   That's a brilliant idea. I do love that. You do well. This is what I'm talking about, you guys. I said it at the beginning. Kristy's like, yes, and I love that. And I use that. You say that a lot, Kristy. Words are insanely valuable and important, I think. And you say yes, and a lot. And I've noticed I've started doing that. So thank you for giving me that habit. But it's true. You're constantly thinking like, yeah, for sure, healthy patients. And you can still help your healthy patients in different ways. So Kristy, thank you for always having   that extra nugget, always thinking like, yeah, for sure. And also, this is what you could do. So, Kristy, I think it's invaluable. Our listeners, I know, picked up on it as well. And your clients, again, they're just, all of our clients are so lucky, but your clients are truly lucky to have you. you guys, I think our biggest action items, go look at your numbers, go look at where you are, where you're going, and what you need to do to bridge that gap to get there.   This is the perfect time of year to really prep the rest of the year and look at what are you offering your patients? Are you offering them everything? Like Kristy said, are we looking at healthy patients too and saying, hey, what else could you want to do? What else do you want to do? Are we looking at those options as well? Are we super focused on something right now? It's broaden your focus, change the game and figure it out guys. As always, Kristy, thank you so much for being here. Thank you for the invaluable information.   And listeners, thank you for being here. Whether you're a current client, a future client, or just here to listen, like you guys are so valuable to us and I hope that you really truly feel that from us. If there's anything we can do to help you, to support you, or guide you, Hello@TheDentalATeam.com. Again, if you're not a newsletter subscriber, know that there's a slew of information in there. We write almost all of the newsletters from the consultant side ⁓ and we answer a lot of the emails that come through or the social.   requests and engagement over there too. So thank you everyone. Kristy, thank you and you guys will catch you next time.  

Is your B2B marketing burning cash instead of building real growth? Get the no-fluff framework that turns scattershot tactics into revenue wins! Uncover the key shifts around strategy, value, and ROI that fuel consistent results.And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyCast Newsletter. You'll receive weekly bursts of marketing tips, clips, resources, and a whole lot more. Visit https://strategycast.com/ for more details.==Let's Break It Down==05:32 "Marketing Pillars: ROI, KPIs, Strategy"09:40 "10x ROI Strategy Blueprint"10:56 "Factors Affecting ROI Measurement"17:13 Finding Value Propositions in Business21:07 The Challenge of Differentiation23:01 Strategies for Business Differentiation28:19 "Marketing Strategy Essentials Guide"30:29 "Strategic Marketing Pillars Importance"35:10 Optimizing Website for Lead Generation==Where You Can Find Us==Website: https://strategycast.com/Instagram: https://www.instagram.com/strategy_cast/Facebook: https://www.facebook.com/strategycast==Leave a Review==Hey there, StrategyCast fans!If you've found our tips and tricks on marketing strategies helpful in growing your business, we'd be thrilled if you could take a moment to leave us a review on Apple Podcasts. Your feedback not only supports us but also helps others discover how they can elevate their business game!

Episode Overview:In this episode, Greg Posner interviews Fiene Ziegler, Senior Community Management Specialist at InnoGames. Fiene shares her journey into gaming, insights on merging community management with social media, the importance of data-driven strategies, and her vision for the future of player engagement. Her experience sheds light on how to effectively manage online communities in a dynamic industry and adapt to new platforms to reach a wider audience.Topics: Community Management, Social Media Strategy, Gaming Industry Trends, Player EngagementKey Takeaways: Journey to Gaming and Community ManagementFiene shares her unique journey from studying law to entering the gaming industry as a community manager. Her initial involvement was volunteer-based, leading her to a full-time role at InnoGames, where she manages community engagement for titles like Forge of Empires. Her background adds depth to her role, as she balances passion for gaming with the objectivity needed for community management. Importance of Game Knowledge and Player PerspectiveFiene emphasizes the value of knowing the game inside and out, even as a manager. By actively playing Forge of Empires, she stays in touch with the player experience, offering insights to developers and community managers. Her expertise positions her as a resource within InnoGames for game-related decisions, showing how deep product knowledge can enhance community relations and drive engagement. Social Media and Community StrategyFiene discusses the blending of community management with social media strategy, a trend she's championed at InnoGames. Platforms like TikTok, Instagram, and YouTube are essential for player engagement, though InnoGames finds certain platforms, like Facebook, more effective for its demographic. Fiene advocates for tailored content that resonates with current players while reaching new audiences organically. Leveraging Data and KPIs in Community EngagementWith a data-driven approach, Fiene and her team monitor KPIs like engagement, reach, and active player response to measure campaign effectiveness. She uses tools like Power BI to track data, helping her strategize content and engage players more effectively. Her focus is to balance entertaining existing players while reaching out to potential players through innovative, data-backed campaigns. Future Goals and Constant LearningFiene talks about her career aspirations, expressing an interest in furthering her skills in social media and marketing. With a passion for learning and self-improvement, she highlights the significance of acquiring diverse skills—like using Premiere Pro and Canva—to stay current in a fast-evolving industry. Her commitment to growth serves as an inspiration for others in community management and social media roles.Episode Summary:In this episode, Fiene Ziegler provides a comprehensive look at what it means to manage and grow a gaming community. She offers practical insights into blending community engagement with social media strategies, leveraging data for decision-making, and building credibility through in-depth game knowledge. For gaming professionals and community managers alike, her journey and strategies are both inspiring and actionable, showcasing the impact of a well-rounded approach to community engagement.

In this episode, I'm breaking down the exact cold calling system that helped me build a multi-million dollar real estate business — and yes, it still works in 2025.Cold calling might sound old school, but if you're serious about off-market real estate deals (whether you're flipping, wholesaling, or doing commercial acquisitions), this is the blueprint you need. I walk you through the full playbook — from list stacking and skip tracing to dialer setup, hiring virtual assistants, and knowing your KPIs.I've personally staffed over 500 cold callers across 78 countries and built call centers in Egypt, the Philippines, and Belize. So when I say I've tested this stuff, I mean it. Whether you're just getting started or looking to scale your real estate pipeline, I'm giving you the full backend on how to build a cold calling machine that prints leads — and revenue.If you've been on the fence about cold calling, give this episode a listen. This strategy changed my business, and it might just do the same for yours.Want to be around other people who are still doing deals?Join our free skool community below — with 800+ investors and agents, live calls, and coaching resources. No cost, just show up and engage.https://www.skool.com/offmarketmethod/about?ref=791b3644f63045c9a6d3d8634e57c1f1You're only one deal away.Connect with Cole Ruud-JohnsonInstagram: https://www.instagram.com/coleruudjohnsonTwitter: https://twitter.com/coleruudjohnson

In this episode of the Ad Tech Godpod, host AdTechGod speaks with Taylor Simons, founder of TCHT and former MediaMath executive. They discuss Taylor's intentional journey into ad tech, the lessons learned from MediaMath's bankruptcy, and the current trends in the industry, including the dynamics between SSPs and DSPs, bid duplication, and the role of SPO and curation. They also explore the limitations of the open exchange and the misaligned incentives within the ad tech ecosystem, concluding with a discussion on the future of AI in advertising. takeaways Taylor Simons intentionally entered the ad tech industry. MediaMath's bankruptcy was a painful experience for Taylor. Turning failures into successes is possible with the right mindset. SPO is still developing and has potential for growth. There are over 200 SSPs actively participating in the market. Misaligned incentives between SSPs and DSPs create challenges. The open exchange has significant limitations for advertisers. Publishers need to consolidate their SSP partnerships for better results. Sharing campaign KPIs can improve trust and performance in the ecosystem. AI has the potential to create new programmatic channels in advertising. Chapters 00:00 Introduction to Ad Tech and Taylor Simons 02:10 Taylor's Journey into Ad Tech 05:09 Lessons from MediaMath's Bankruptcy 06:48 Current Trends in Ad Tech 08:59 Understanding SSPs vs. DSPs 11:06 Bid Duplication and Its Impact 13:13 The Role of SPO and Curation 15:41 The Limitations of Open Exchange 18:51 Incentives in the Ad Tech Ecosystem 22:49 The Future of AI in Ad Tech Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wonder why some people seem to effortlessly attract success while others struggle despite working just as hard?In this interview, Bradley Hamner sat down with Weldon Long. Former prison inmate turned millionaire entrepreneur Weldon Long reveals the hidden prosperity system that transformed his life—and how you can use it too. In this powerful recast, discover the mental frameworks and daily practices that separate high achievers from everyone else.You'll discover:The four-step success sequence that governs all achievement (thoughts → emotions → actions → results)How to engineer winning habits that compound over timeThe specific questions successful people ask themselves during daily reflectionWhy cognitive dissonance is your secret weapon for personal transformationHow to harness laser focus and clear purpose to accelerate your resultsWhether you're building a business, advancing your career, or just want to take control of your life, this episode gives you the exact blueprint Weldon used to go from rock bottom to the top.Ready to align your entrepreneurial mindset? Join us for The 2 Day MBA on "The Mindset of the Entrepreneur" August 12th-13th 2025. Visit https://mba.blueprintos.com to register.[This recast contains insights from our original conversation with Weldon Long, restructured to give you maximum value in minimum time.]Thanks to our sponsors...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 when you visit www.blueprintos.com!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...

In this eye-opening episode of The Pilates Business Podcast, host Seran Glanfield pulls back the curtain on one of the most avoided—but essential—topics in boutique fitness businesses: finances.If you've ever felt stressed looking at your revenue or unsure if you're even paying yourself enough, you're not alone. Seran dives into the financial foundations every studio owner needs to feel confident, empowered, and in control—without becoming a CPA. From tracking the right KPIs to the mindset shifts around money and success, this episode is packed with must-hear insights to help you simplify your studio's financial strategy and grow sustainably. Whether you're just getting started or scaling up, this episode is your permission slip to stop avoiding the numbers and start leading like a true CEO.Got a question for Seran? Add it here

Are you measuring what really matters in your business? Achieving financial success in your business is built on understanding what functions truly move the needle. That starts with knowing which key performance indicators (KPIs) to track, how to track them, and how to interpret what they're telling you. On this episode, Next Level Business Coaches […] The post Top 10 Critical KPIs for Contractors: Part 1 first appeared on My Contractor University | Dashboard.

Episode Summary The start of a new financial year is the perfect time to pause, reflect, and ask a powerful question:Where is my law firm leaking time, money, or energy – and what can I do about it? In this episode of The Scalable Law Podcast, I walk you through the exact process I've used in my own firm – and now teach inside my Accelerator program – to help law firm owners like you identify inefficiencies, reduce overwhelm, and create more profit without relying solely on you. If you're wearing too many hats, constantly in reactive mode, or wondering why your profits don't reflect how hard you're working, this episode will help you get clear on what's holding you back – and where to focus your energy next. Key Segments Why now is the ideal time to diagnose bottlenecks in your practice The 3 critical levers in every firm: Time, Team, and Tech How trying to fix everything at once causes burnout (and what to do instead) The power of 90-day planning to drive momentum and profit Time-saving strategies I use in my firm – including delegation frameworks, batching, and CEO days How to build a high-performing legal team with KPIs, systems, and leadership The role of smart, integrated legal tech in scaling your practice Tools and systems that free up your team, reduce admin, and improve client service Takeaway “Going deeper in your business before you go wider is what truly unlocks sustainable, scalable growth – and gives you the freedom you started your firm for in the first place.” Here are a few questions I encourage you to ask yourself as you listen: Am I the bottleneck in my firm – and what's it costing me? Which area is my biggest constraint right now: Time, Team, or Tech? What's one focused change I can make over the next 90 days that will move the needle? Want Help Putting This Into Practice? If you're ready to create a law firm that doesn't rely on you, the Accelerator Program is open for enrollment right now. Over 12 months, we'll work together to: Streamline your time Build your systems Empower your team And implement the tech you need to scale You'll come out the other side with a business that gives you freedom, profit, and control, not just more to do. If you're still the one holding everything together, it's time to change that. Save your seat now. Links & Resources Book a Strategy Call with Me. Download the FREE Law Firm Freedom Audit – Takes 10 minutes and reveals your biggest growth opportunities. If This Episode Helped You... Please take a moment to share it with another law firm owner who needs to hear it — or leave a review on Apple Podcasts or Spotify. It helps us reach more amazing lawyers like you who are ready to scale smarter. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify Thanks for tuning in. You've got this!

How to Successfully Hire and Manage a Virtual Assistant for Your Insurance BusinessRunning an insurance practice means juggling countless tasks, and as your client roster grows, so does the need for reliable support. In this week's episode of the Insurance Business Babes podcast, hosts Kathe Kline and Joanna Wyckoff dive deep into hiring virtual assistants (VAs)—sharing years of hands-on wisdom from building their own teams. Here are the best nuggets from their conversation, expanded for our blog readers.Why and When to Hire a Virtual AssistantMost insurance agents hit a breaking point as their client base approaches 300 or more. When that happens, administrative work starts eating into sales time, client service suffers, and time off becomes a dream. As Joanna says, “We girl boss a little too hard to the sun and you start getting overwhelmed.” If you're constantly frazzled or avoiding your ringing phone, it's time to bring on support—before burnout sets in.Where to Find Qualified Virtual AssistantsBoth hosts swear by onlinejobs.ph, a popular platform for hiring VAs from the Philippines. Filipino VAs are known for excellent English, polite customer service, and strong work ethic. Kathe recommends paying a little extra for the six-month support/transition package, giving the VA a local contact to help them adjust and ensuring smoother onboarding for you.Other options include Upwork (especially if you need part-time help), or hiring services like Hire Heroes, which pre-screen and prepare candidates for the insurance industry.Screening and Selecting the Right CandidateTo avoid sifting through hundreds of resumes, Joanna suggests:Requesting a video introduction to gauge English proficiency, personality, and customer-facing skills.Asking for a portfolio if you're hiring for specialized skills (like marketing).Giving clear, specific application instructions to spot high attention to detail.Kathe is a fan of assigning paid trial tasks to top candidates. This hands-on approach shows who's truly capable and reliable.Training & Managing Your Virtual AssistantBefore hiring, spend time recording your processes using screen capture tools. This library of “how-to” videos becomes a training goldmine for your VA—and any future hires. Kathe reminds us never to do one-on-one trainings without recording: “Chances are, you're going to have to hire another virtual assistant someday.”Embrace cultural differences—be explicit with expectations, offer positive feedback, and always have clear agreements regarding pay, 13th month bonuses, and holidays. Tools like Hubstaff or TimeProof help with accountability by capturing regular screen shots of your VA's work.Compensation & RetentionPay competitively, offer regular bonuses, and recognize holidays. Both Kathe and Joanna emphasize generosity—helping your VA feel valued pays dividends in loyalty and performance. Clear key performance indicators (KPIs) and regular check-ins keep everyone on the same page.Final ThoughtsThe sooner you invest in hiring and training a VA, the sooner you'll reclaim your time for sales, strategy, and some well-deserved balance. As Kathe says, “Your life will change for the better from that point forward.”Ready to take your insurance business to the next level? Don't wait—start your hiring journey today!This episode is sponsored by ⁠CertifiedMedicareAgents.com⁠. Use the coupon code BABES2024 for a free lifetime BRONZE membership.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How are you positioning your services as essential rather than optional, and accurately measuring growth and profitability to sustain long-term success? How are you measuring your agency's growth and profitability? Today's featured guests unpack how they scaled their PR shop past the million-dollar mark in under four years — and their journey offers valuable insights that any agency owner can apply immediately. Learn why they prefer growing the agency as partners, as opposed to sticking to being solopreneurs, how they've been tracking their growth, and how to over-communicate with clients openly so that choosing you is the easiest decision. Caitlin Copple and Holly Conti are the co-partners of Full Swing PR, an agency that offers senior-level PR services to help amplify clients' story or cause and takes pride in creating authentic, lasting relationships with clients. They discuss their unique partnership dynamics, their approach to quarterly planning and KPIs, and their philosophy on "practicing what you preach" in the agency world. They also emphasize the importance of understanding client needs, demonstrating value, and the shift from focusing merely on publicity to generating tangible client pipelines. In this episode, we'll discuss: Breaking the visionary and integrator partner mold. Making sure to walk the walk in your own business. How to make your business a ‘must-have'  Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. Breaking the Visionary-Integrator Mold Caitlin started Full Swing solo, but always kept Holly in mind as the ideal partner for her business after they met working at an agency. It took some time, though, since Holly was first pregnant when Caitlin started the agency and then busy being a mom to a newborn. However, her involvement progressed, first as a moonlighter, then the agency's first employee, and eventually becoming the co-pilot Caitlin had always envisioned. Founder duos often get asked about who identifies as the “visionary” or the “integrator.” In their case, Caitlin and Holly both think big and get in the weeds. They take turns in both roles, which makes it complicated, but it works with a dose of brutally clear communication and mutual respect. Why work like this? It all comes from their beginnings as working moms in the business. As they explain, they initially treated it like a job share tagging each other in and out in the early days so they could both keep the wheels turning — and the babies fed. Partner Up or Burn Out Some agency owners do prefer to fly solo, but for the ones stuck doing it all alone — losing sleep over payroll, client churn, or the next contract that might vaporize overnight — Caitlin and Holly are living proof that a solid partner is worth their weight in gold. Having someone to say “we got this” when a contract gets pulled from underneath you is priceless. Sure, partnerships are basically work marriages (with all the ups and downs). But good ones make the tough days survivable — and the big wins that much sweeter. Walk Your Talk or Get Called Out Do you make sure your agency is practicing what you preach? Or are you one of the agencies that just “can't find the time” to work on their own website or marketing? Too many agencies hide behind ‘we're too busy with client work' while their own site looks like it was built in 1997 by a drunk intern. In their specific case as a PR agency, Caitlin and Holly practice the tenacity they teach their clients to have. “PR is about tenacity. It's not enough to do good work. People need to see you doing it.” Just like they tell clients to show up consistently, be visible, and ask for what they want. They make sure to do the same. Furthermore, putting yourself in your clients' shoes as small business owners will help you intimately understand the challenges they face and understand the investment they're making on your agency and how much they're betting on the results you can bring. For Caitlin, this means taking people “from publicity to pipeline,” because she understands as a small business owner how important it is to have four time the sales you need to meet your annual budget. In other words, treat your own agency like your most important client — or watch it slowly bleed opportunities. Quarterly Planning, KPIs, and the Secret Sauce So much can change in just one year (as we all have seen with the last couple of years). In the six years they've been in business, Caitlin and Holly have been through a pandemic, an AI revolution, and the economy doing somersaults. At this point, planning once a year and forgetting about it seems like a rookie move. They still set annual goals, of course. But quarterly check-ins are essential to running the day-to-day behind their million-dollar PR engine. Their leadership team meets every week to ensure that quarterly plan is still reality-proof. Revenue is Cool, But Calls Are King Although they do have a topline revenue goal and a profit margin goals for the agency, their north star isn't revenue — it's discovery calls. After realizing there was much more to building a profitable business than hitting the $1 million mark, Caitlin and Holly have been focusing more on pipeline and conversion rates. They know that if they keep discovery calls flowing, the revenue follows. Right now, if they book 10 calls with good fits, five become paying clients. That's a predictable pipeline. Pro tip: Track leading indicators religiously — site visits, key page hits, opt-ins, booked calls, and conversion rates at each step. If something's off (like calls dropping off, or deals stalling), they fix that exact leak before it kills the next quarter. So, if you're still flying blind, eyeballing topline revenue in your QuickBooks and calling it planning —you're normal… but you're leaving money on the table. How to Make PR (or Any Service) a Must-Have In this economy, how to get clients to see your work more as a must-have than a “nice-to-have”? In down markets, budgets get slashed — but essentials don't. So how do you become an essential? You don't chase anyone who's just looking for a PR vanity headline. You focus on clients who want a pipeline, not just press. If you're having a hard time to get clients to see you as an essential, you may be talking to the wrong people. Think about your ideal clients. What do they believe? What are their challenges? If you define your ideal client and start targeting them, you'll attract people who truly see the value you can bring to their business. Over-Communicate. Then Double It Caitlin and Holly share their process openly with prospects. Step by step. No secrets. Some agencies worry they're giving away the farm. Newsflash: they're not. Clients want to trust you know what you're doing — but they don't want to do it themselves. Everyone loves steak but no one wants to butcher a cow. Their transparency means no confusion, no scope drama, and no “you didn't say that” fights later. It's all upfront. And they even turned this transparency into a smart private podcast: “How to Hire a PR Agency” — a brilliant piece of sales enablement they send to prospects to handle all the FAQs before a call. That way, discovery calls stay focused where they should be: the client's business. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

What if joy became the most important metric when we organised events? Or, to put it another way, why are so many events uninspiring and not very joyful?Episode SummaryOn this episode, I'm joined by event strategist, educator, and author Tahira Endean to explore a provocative question: what if we measured events not just by financial metrics, but by the joy they deliver?Drawing from her new book Our KPI is Joy: How Live Events Catalyze Happiness, Productivity and Trust, Tahira shares deep insights from decades of experience curating and designing events at scale, including her work with IMEX, one of the largest global gatherings in the meetings and events industry. We discuss why so many events feel soul-crushingly mediocre and how that reflects a fundamental misunderstanding of what people really need when they come together. Tahira challenges the industry's obsession with surface-level logistics and proposes a reorientation around human experience.She unpacks everything from the science of connection and discomfort to the power of design, food, space, and unexpected joy to foster trust and productivity. Whether you're an event professional, a business leader, or simply someone who's sat through one too many lifeless conferences, this conversation will challenge how you think about convening people. We discuss beanbags, sound baths, shrimp, secret handshakes, and how small design decisions can profoundly impact how people feel, learn, and connect. And that's what makes joy — not an emoji or indulgence — but a powerful performance indicator.Guest Bio: Tahira EndeanTahira is an experienced event strategist, educator, and co-founder of Strategy Table. She serves as Head of Programme for IMEX, where she curates content for two of the world's largest MICE (Meetings, Incentives, Conventions, and Exhibitions) industry gatherings in Frankfurt and Las Vegas. With over three decades in the events industry, Tahira has developed a reputation for her forward-thinking approach to event design and human-centric experiences. She teaches event strategy and design, is a passionate advocate for experiential innovation, and brings a behavioural lens to the way we bring people together. She believes in the power of micro-moments, psychological safety, and events as catalysts for human connection and organisational trust.AI-Generated Timestamp Summary0:00:02 - 0:14:48: Maximizing Event Joy for ProductivityThe episode kicks off with a discussion on how joy can be a key performance indicator (KPI) for events. Tahira Endeen, an experienced event strategist, talks about why many events end up being mediocre and how small design changes can significantly enhance the experience. The conversation highlights the importance of joy in fostering happiness, productivity, and trust during gatherings, challenging the traditional business mindset to value joy as much as other KPIs. 0:14:48 - 0:29:08: Designing Events for Human ConnectionThis segment delves into the principles of intentional event design. Tahira and the host explore how creating environments that balance comfort and stimulation can lead to more meaningful interactions and learning experiences. They discuss examples like the 11th International Conference on AIDS, where well-designed events led to groundbreaking innovations. The focus is on nurturing individual experiences over catering to the masses.0:29:08 - 0:37:32: Designing Thoughtful & Engaging EventsThe focus here is on fostering connections and joy in professional events through thoughtful design. Strategies like facilitating introductions by senior managers and organising diverse breakout sessions are explored. The segment underscores the importance of measuring engagement and joy, emphasizing a human-centered approach that considers attendees' needs and enhances productivity and satisfaction.0:37:32 - 0:49:24: Embracing Experimentation and FailureTahira shares insights on the value of experimentation and adaptability in event planning. Through a personal anecdote, she illustrates how innovative ideas, initially met with scepticism, can yield significant benefits. The conversation encourages making small changes, embracing failures as learning opportunities, and maintaining a proactive attitude to achieve unexpected successes. 0:49:24 - 1:01:30: Navigating Event Chaos for SuccessThe episode explores the beauty of embracing imperfections in event planning. Tahira and the host discuss how handling mistakes with grace and humour can add charm to events. They advocate for flexibility in event processes to enhance experiences for both speakers and attendees, maintaining the magic even amidst logistical challenges.LinksIMEX Events - https://imexevents.com/Strategy Table - https://strategytable.co/Our KPI is Joy Book - https://www.amazon.com/Our-KPI-Joy-Happiness-Productivity-ebook/dp/B0DXVX6XX8Tahira on LinkedIn - https://www.linkedin.com/in/tahira-endean-msc-citp-cmp-ced-918a868/?

Today on the podcast, Bradley introduces The Rainmaker's Dilemma: Your greatest strength as an entrepreneur can and often does become a debilitating weakness in the business.Most entrepreneurs don't realize that what makes you successful early on (being the go-to person for everything) becomes the bottleneck that limits growth. When you're the thoroughfare for all business decisions and operations, you'll eventually run out of timeWhile this may have worked in the early years of your business, Bradley has found that what can bring you to $200K-$500K revenue becomes unsustainable at higher levelsThe Scaling ChallengeBusiness owners often think they just need to do more of what got them there. This leads to working longer hours: evenings, weekends, early mornings. You transition from occasional Friday afternoon work to constant availability. The reality: as a small business owner, you will run out of timeThe Solution FrameworkVision-driven approach: Have a clear picture of your dream outcome, one-year objectives, and 90-day prioritiesRecognition moment: When your goals are big enough, you'll realize you can't achieve them aloneIdentity shift: Move from being the "Rainmaker" to becoming the "Architect"What is a Rainmaker? Everything runs through you; you're essential to every decision and operation. When you become an Architect, you design the systems and blueprint; you build the business to run without you.In the next episode, Bradley will define the specific differences between "Rainmaker" and "Architect" roles.Thanks to our sponsors...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 when you visit www.blueprintos.com!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...

Uncover Gary Harper's real estate secrets to master scaling your business and achieving generational wealth! In this insightful episode, Gary, founder of Sharper Business, shares his proven strategies, frameworks, and inspiring journey from real estate challenges to becoming a top coach for over 4,000 businesses worldwide. Whether you're a seasoned real estate investor or just starting your journey, this conversation is packed with actionable insights to help you define success, overcome barriers, and optimize your investment portfolio.

In this episode of The New CISO, host Steve Moore speaks with Aleksandar Radosavljevic, Global CISO at Global Fashion Group, about building trust, measuring resilience, and the evolving role of the security leader.Aleksandar shares how his unexpected pivot from electrical engineering to cybersecurity sparked a passion for protecting systems and solving problems. With over two decades of experience across pharma, manufacturing, and tech, he offers insights into how security leaders can establish trust, drive business value, and focus on what really matters.The conversation covers the art of starting strong in a new CISO role, navigating interviews with curiosity and care, and avoiding common traps like overcomplicating metrics or chasing the latest tools without mastering the basics.Key Topics Covered:Why pharma's mission-driven work made a lasting impact on AleksandarCareer advice for cybersecurity newcomers: follow learning, not just industryHow CISOs can build early trust by listening and understanding the businessRed flags and green lights during the CISO interview processWhy being challenged in an interview signals a healthy security cultureThe problem with vanity metrics—and what to track insteadAleksandar's favorite KPIs: time to detect, respond, and contain incidentsThe role of situational awareness in building cyber resilienceHow simplifying language helps CISOs align with executive teamsWhy mandate and mindset matter more than reporting linesAleksandar's story is a reminder that cybersecurity leadership is about more than tools and tactics—it's about trust, transparency, and transforming security from a blocker into a true business enabler.

On this special episode of Dental Unscripted, Mike and Paula settle the score on Key Performance Indicators (KPIs). Mike Dinsio, focuses on financial and marketing,ready to drill down on the numbers that drive profit. Paula Quinn, our operations and clinical specialist, will reveal the metrics that create an efficient and high-performing teams and dental practice optimization.This is more than a battle—it's a masterclass in dental practice management. Watch as they go head-to-head, presenting the KPIs they believe are non-negotiable for success. You'll walk away with a clearer understanding of where to focus your energy to see real results.Which set of KPIs will you adopt? Let us know in the comments!

SUMMARY: In this episode, Aaron and Terryn dive into the fascinating world of oil and gas operations with special guest Greg Thomas, President of Delta Oil and Gas. Broadcasting from Fort Worth, Texas. Greg shares his journey from geology and finance to leading a thriving company with field offices in Breckenridge, Texas, and a geologic office in Boulder, Colorado. With a unique perspective on operational excellence, Greg reveals how his team has achieved remarkable 98% efficiency through the implementation of Standard Operating Procedures (SOPs) and Key Performance Indicators (KPIs), transforming the company over the past five years.   The conversation explores the universal truths of operations across industries, emphasizing the critical role of people in driving success. Greg discusses his approach to retaining talent by fostering loyalty through innovative incentives, such as allowing technical team members to invest in projects, aligning their success with the company's growth. Also discussed is the importance of institutional knowledge, the value of long-term employees, and strategies for keeping retirees engaged through consulting roles. Along the way, they touch on the challenges of managing visionary expectations, the pitfalls of micromanagement, and the delicate balance of performance-based pay structures.     Minute by Minute: 0:00 Introduction 2:26 Let's meet Greg Thomas 5:29 Layoffs during the rise and fall of oil prices? 8:09 Managing people and projects is the same  14:25 Performance pay structure based on KPIs 18:51 How can we all win 20:13 My team all wants to stay

Les données sont partout. On les collecte, on les analyse, on les affiche fièrement dans des dashboards toujours plus fournis. Mais une question fondamentale reste trop peu posée : et si on regardait les mauvais chiffres ?Dans cet épisode, on plonge dans l'envers du décor des KPIs, pour comprendre :Pourquoi certains indicateurs vous donnent une fausse impression de performanceEn quoi les métriques de vanité peuvent saboter votre stratégieComment ne pas se laisser piéger par des chiffres “positifs” qui masquent des signaux d'alerteQuelle méthode appliquer pour choisir les bons KPIs, vraiment alignés avec vos objectifs businessEt comment exploiter ces indicateurs de manière régulière, utile et partagée---------------

Struggling with misalignment between your marketing and sales teams? You're not alone. Many organizations face friction when these critical teams operate in silos—leading to missed opportunities, wasted resources, and slower growth.In this webinar, we uncovered actionable strategies to bridge the gap between marketing and sales, ensuring seamless collaboration and revenue growth.

In dieser Update Folge von Kassenzone live auf der K5 erzählt Erik Reintjes, Co-Gründer von MissPompadour, wie die führende D2C-Marke fürs Thema Streichen dank radikaler Kundenzentrierung den Farbenhandel umkrempelt. Im Mittelpunkt steht die hauseigene App: Über 200 000 Downloads, 60 000 tägliche Öffnungen, mehr als 13 000 Vor-/Nachher-Fotos pro Monat, ein um 40 Prozent höherer Warenkorb und voraussichtlich sieben Millionen Euro Jahresumsatz machen sie zur zentralen Wachstumsmaschine . Die App bündelt Beratung, Community-Content und Treueprogramm – und verankert die Marke dort, wo Kundinnen ihre Projekte starten. Erik schildert, wie MissPompadour aus einem kleinen Familienladen hervorging, während der Pandemie zweistellig wuchs und heute profitabel skaliert. Entscheidende Hebel sind eine empathische Beratung, KI-gestützte Content-Produktion und ein kompromissloser Fokus auf Bedürfnisse, die klassische Baumärkte oft übersehen. Ob DIY-Trendfarben wie „Butter Yellow“, nachhaltige Rezepturen oder neue B2B-Konzepte – MissPompadour testet schnell, hört zu und baut rund um die vorwiegend weibliche Zielgruppe eine loyale Community auf. Hörenswert für alle, die verstehen wollen, wie Technologie, Service und Storytelling zusammenwirken, um ein erklärungsbedürftiges Produkt online erfolgreich zu machen. Kapitel: 00:10 – Begrüßung auf der K5 01:24 – Entstehung von MissPompadour 08:45 – App-Erfolg, KPIs und Community 17:18 – Produktqualität 28:42 – Wachstum, Internationalisierung, Zukunftspläne Podcast-Host - Karo Junker de Neui: https://www.linkedin.com/in/karojunker https://etribes.de/ Newsletter: https://www.kassenzone.de/newsletter/ Community: https://kassenzone.de/discord Disclaimer: https://www.kassenzone.de/disclaimer/ Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ E-Commerce Buch: https://www.amazon.de/gp/product/3866413076/ Plattformbuch 2024: https://amzn.eu/d/1tAk82E Tassen kaufen: http://www.tassenzone.com Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone

It's a clash of consultants on this episode of Dental Unscripted! Two experts battle against each other to settle a very serious debate

Not every SaaS success story starts with a multi-million-dollar seed round. While flashy headlines highlight startups raising big in Silicon Valley, most founders are left asking a far more practical question: Should I bootstrap, or go after funding? In this episode, we're joined by Denise Edwards, the founder of SaaS Launch, a platform that helps early-stage SaaS founders secure the right kind of capital and avoid the wrong kind of investor. We dive into the different types of funding available to SaaS founders and explain the real trade-offs between raising capital vs bootstrapping. Denise breaks down dilutive vs non-dilutive funding and what those terms actually mean for your business long-term. But it's not just about money. Denise highlights the intangible value investors can offer, like mentorship, industry connections, and strategic insights, that often outweigh the dollar signs. We also tackle some of the biggest myths and misconceptions founders believe about fundraising. Finally, Denise walks us through the anatomy of a great pitch, what to say, what to avoid, and how to stand out from the crowd. Whether you're scaling with your own savings or prepping for your first round, this episode will give you the tools and insight to make smarter funding decisions for your SaaS startup. Topics Discussed in this episode: How Denise went from working in SaaS to starting SaaS Launch(01:56) The different types of funding available to SaaS founders (06:30) The pros and cons of raising funding vs bootstrapping (09:00) Dilutive vs non-dilutive funding options (11:27) The intangible benefits that investors bring to the table (17:00) Common myths and misconceptions founders have about fundraising (20:00) The KPIs and metrics that investors look at (24:20) The biggest mistakes founders make when pitching investors (30:23) The anatomy of a great pitch (37:33) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter SaaS Launch  Denise's LinkedIn Sit back, grab a coffee, and learn how to take the next step in your SaaS journey with confidence.  

In today's Part 2 episode, Dr. Mark Costes dives deep into the tactical side of building a scalable and profitable dental practice. He outlines his proven frameworks for streamlining operations, conducting effective team meetings, and mastering key performance indicators (KPIs). Dr. Costes shares real-world examples from his journey managing multiple practices, emphasizing the importance of organizational charts, performance reviews, and clear leadership expectations. He also breaks down the true cost of procedures, from crown preps to implants, so you can make data-driven decisions—especially when considering insurance plans or expanding your services.  With insights on staff retention, associate training investment, and systemizing roles through time journaling, this episode is a must-listen for any dentist looking to grow efficiently without burnout. The episode closes with powerful audience Q&A, addressing everything from managing multiple cultures across locations to building a fee-for-service startup in a PPO-heavy world. EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Play video episode | Play audio-only episode | Play on YouTube Click above to play either the audio-only episode or video episode in a new window. Episode Summary Project teams often finish on time and on budget only to face silent rejection from users. Change-management practitioner Mario González joins Cornelius Fichtner to map out the “adoption gap” and how to close it. Mario manages public-sector projects and brings fifteen years of leading agile transformations. He explains practical ways to detect early signs of low adoption, measure real usage with crisp KPIs, and listen for informal feedback that exposes hidden concerns. Listeners learn why classifying stakeholders as supporters, neutrals, or resistors creates clarity and how to move each group toward active buy-in.

What do the most successful remodelers do differently? How do smaller companies break through growth ceilings and become industry leaders? Mark Richardson has spent his career helping contractors make that leap. As the former President of Case Design Remodeling, an author, and a trusted advisor to the industry's top companies, he shares what it really takes to grow. Richardson breaks down the specific habits, metrics, and mindset shifts that help remodeling businesses scale. Whether you're trying to grow revenue, improve profitability, or get your time back, this episode delivers clear, actionable advice. In this episode, you will learn: How to find the sweet spot for your business How much time you should spend on marketing When to take on larger, more complex jobs Which five KPIs to track, and how often The habits that help owners lead and scale more effectively Resources: Learn more about Mark Richardson here. Own a construction company and want to share your story? Apply to be on an upcoming episode of Builder Stories at https://www.builderstories.com

The Bridgewater Club, a Distinguished Club with Elite status, is a traditional and refined private club community for those seeking the highest level of personal service and an extraordinary golf experience in an exclusive, private club setting. Nestled in the heart of Carmel, Indiana, Bridgewater offers members access to world-class amenities, championship golf designed by Pete Dye, and a lifestyle rooted in elegance, comfort, and camaraderie. On this episode of The Wednesday Match Play Podcast, brought to you by Eden Mill St Andrews, Mike talks about The Bridgewater Club's membership, amenities, and what makes it special; his journey to earning both the Certified Club Manager designation and PGA Professional status; how the role of General Manager has evolved over his career; and studying Recreation and Parks Management with a focus on Professional Golf Management at Penn State, including what first sparked his interest in private clubs. He also discusses the types of events hosted at the club, how the HOA integrates with club membership and the overall community, and the operational KPIs and benchmarks that guide club excellence. This was a polished and insightful conversation, and it was an honor having Mike on the show. Let's tee off.

Not every SaaS success story starts with a multi-million-dollar seed round. While flashy headlines highlight startups raising big in Silicon Valley, most founders are left asking a far more practical question: Should I bootstrap, or go after funding? In this episode, we're joined by Denise Edwards, the founder of SaaS Launch, a platform that helps early-stage SaaS founders secure the right kind of capital and avoid the wrong kind of investor. We dive into the different types of funding available to SaaS founders and explain the real trade-offs between raising capital vs bootstrapping. Denise breaks down dilutive vs non-dilutive funding and what those terms actually mean for your business long-term. But it's not just about money. Denise highlights the intangible value investors can offer, like mentorship, industry connections, and strategic insights, that often outweigh the dollar signs. We also tackle some of the biggest myths and misconceptions founders believe about fundraising. Finally, Denise walks us through the anatomy of a great pitch, what to say, what to avoid, and how to stand out from the crowd. Whether you're scaling with your own savings or prepping for your first round, this episode will give you the tools and insight to make smarter funding decisions for your SaaS startup. Topics Discussed in this episode: How Denise went from working in SaaS to starting SaaS Launch(01:56) The different types of funding available to SaaS founders (06:30) The pros and cons of raising funding vs bootstrapping (09:00) Dilutive vs non-dilutive funding options (11:27) The intangible benefits that investors bring to the table (17:00) Common myths and misconceptions founders have about fundraising (20:00) The KPIs and metrics that investors look at (24:20) The biggest mistakes founders make when pitching investors (30:23) The anatomy of a great pitch (37:33) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter SaaS Launch  Denise's LinkedIn Sit back, grab a coffee, and learn how to take the next step in your SaaS journey with confidence.  

"If you're serious about hitting record months, you need to know your metrics like the back of your hand."Most clinic owners are flying blind when it comes to the numbers that actually drive growth. We break down the essential business KPIs every successful clinic must track - from Patient Visit Average (PVA) and Collection Visit Average (CVA) to calculating your true Lifetime Value and Cost of Acquisition.Stop guessing and start measuring what matters - because the clinic that understands their numbers wins every time.Welcome to the Clinic Growth Secrets Podcast where we give an insider's look into what the top 1% of clinic owners are doing differently to get more patients, make more profit per patient, and keep them longer. Inside, you'll find actionable tips, tricks, and strategies that you can implement into your personal clinic to create massive growth that allows you to help as many people as possible.

Ed Parcaut welcomes Nick Jain, CEO of IdeaScale, to the Inner Edison Podcast for an inspiring conversation about entrepreneurship, leadership, and innovation. Hear Nick share his compelling journey from humble beginnings as the child of Indian immigrants in Canada to hedge fund investor on Wall Street, and ultimately to turnaround CEO for multiple companies. Nick dives deep into the lessons learned from his upbringing, the immigrant work ethic, and how becoming a new parent has changed his perspective on life and business. Discover how Nick transitioned from Wall Street to running large organizations, why understanding the numbers is key for any business, and how using AI tools like ChatGPT is transforming productivity at IdeaScale. If you're a business owner, entrepreneur, or just passionate about innovation, you'll get actionable insights on eliminating waste, building metrics-driven teams, and using technology to scale. Nick also discusses IdeaScale's mission—to help organizations of any size harness the power of collaborative ideas—and shares how you can start innovating for free. Whether you're running a one-person shop or a global corporation, this episode is packed with practical wisdom to help you grow and future-proof your business. Connect with Nick on LinkedIn or try IdeaScale at ideascale.com. **Contact Ed Parcaut:** -

In today's Part 1 episode, Dr. Mark Costes shares the captivating journey that took him from 20 dental school rejections to owning 16 successful dental practices and becoming a global leader in dental outreach. Speaking to a live audience, Dr. Costes breaks down the economic realities of private equity's growing influence in dentistry and why understanding overhead and operational efficiency is more crucial than ever. He dives into the emotional and physical tolls of the profession, sharing why dentistry ranks high in burnout and what practice owners can do to regain their passion and purpose.  From systemization and KPIs to building a sustainable business that can thrive without you in the chair, this episode is packed with the mindset and strategy shifts needed to create lasting success. Mark also introduces the Four Futures framework and his belt system for assessing practice performance, offering a high-level view of how to grow while avoiding burnout. EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Vlad Moskovski on helping leaders tap into their emotional and somatic intelligence According to Vlad Moskovski, the thing that is transforming leadership these days is somatic intelligence, or the ability to feel and understand sensations in the body and how they relate to what we're navigating. Vlad has been coaching CEOs and their executive teams for over 15 years and has seen first hand the difference that emotional intelligence and somatic intelligence can make on a team. This week he joins Tammy to share anecdotes and data on how these types of intelligence can help leaders and teams improve their KPIs and be better problem solvers. He also turns the mic on Tammy and gives her an impromptu coaching session. Please note that the views expressed may not necessarily be those of NTT DATALinks: Vlad Moskovski Learn more about Launch by NTT DATASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tyler Wallis. Over the past 15 years, Tyler Wallis has led e-commerce and retail teams to remarkable success, including seven years at Amazon running multiple billion-dollar categories. In addition, he launched and grew the Amazon Renewed program from a modest $60K to over $100 million in sales, was responsible for launching Amazon's Canada Grocery category, and led the Marketplace business across Amazon Canada.Now, as the Founder and CEO of TripleLine, Tyler is on a mission to accelerate profit growth for brands that are better for people and the planet. He and his team work hand-in-hand with a select group of impact-driven companies to boost their online profit and presence.Highlight Bullets> Here's a glimpse of what you would learn…. Leading indicators of success for Amazon brandsImportance of input metrics versus output metricsWeekly Business Reviews (WBR) as a management practiceStrategies for prioritizing tasks based on potential ROIData-driven decision-making and performance assessmentCase studies illustrating successful e-commerce strategiesFocus on core competencies before diversifying sales channelsAssigning Key Performance Indicators (KPIs) to team membersBuilding a robust reporting structure for business insightsRecommendations for tools and resources to enhance productivity and management practicesIn this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Tyler Wallis, founder and CEO of Triple Line, an expert in e-commerce with extensive experience at Amazon. Tyler shares insights on identifying leading indicators for successful Amazon brands and how listeners can apply these strategies to scale their businesses. Key topics include the importance of Weekly Business Reviews, understanding and focusing on key input metrics, and assigning clear KPIs to team members. Tyler also discusses practical tools and resources, emphasizing data-driven decision-making and strategic prioritization for sustainable growth.Here are the 3 action items that Josh identified from this episode:Implement Weekly Business Reviews (WBR) for Continuous ImprovementSet up structured WBR meetings to track customer feedback, input metrics, and project updates.Focus on input metrics (like inventory turnover and conversion rates) rather than just revenue.Use customer insights to align business strategies with real needs.Use Mind Mapping to Identify and Optimize Key Metrics  Create a mind map to visualize key business areas: customer experience, sales, operations, and marketing.Identify leading indicators that drive performance, such as return rates, fulfillment efficiency, and ad spend ROI.Prioritize and refine strategies based on actionable insights from the map.Clearly Define Roles and KPIs for Sustainable GrowthAssign well-defined roles with measurable KPIs to avoid inefficiencies in hiring and team management.Regularly review performance against these KPIs to ensure accountability.Optimize processes before expanding into new business areas.Resources mentioned in this episode:Here are the mentions with timestamps arranged by topic:Ecomm BreakthroughAmazon Sales FormulaTyler Wallis on LinkedInJosh Hadley on LinkedIneComm Breakthrough YouTubeeComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comAmazonAmazon Weekly Business ReviewTriple Line BrandsThink Like Amazon PodcastAtomic Habits by James ClearBuy Back Your Time by Dan MartellPower BILoomSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorThis episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaJosh Hadley 00:00:00  Welcome to the Ecomm Breakthrough podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin Keene, Aaron Cordovez, and Michael Gerber, author of the E-myth. Today I'm speaking with Tyler Wallis, and today we're going to be talking about the leading indicators of successful Amazon b...

In this episode, we dive into the world of appointment scheduling. Our guests, Prasad Gollapalli, CEO of Qued and Tom Curee, president of Qued break down how appointments can be automated and how KPIs impact an entire business instead of some arbitrary number to hit. For more information, subscribe to ⁠Check Call the newsletter⁠ or the podcast. ⁠Follow the Check Call Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

https://youtu.be/lljfWj6VRmc Phil Wofford, Entrepreneur, Fractional CFO/COO, Business Coach, and owner of Scale and Thrive, is on a mission to help business owners scale profitably, improve operations, and build teams that run without them.  We explore Phil's entrepreneurial journey, including the successful exit of two healthcare clinics, and how he now supports other leaders through coaching and fractional leadership. He shares his Focus Time Framework, which helps owners regain control of their day by:Writing 3 top priorities above a line, 2–3 secondary tasks below it, and staying focused on what's above the line. We also discuss how strategic financial oversight drives long-term profitability, what makes a business attractive to buyers, and why every owner should be asking what truly matters in life and business. --- Focus Your Time with Phil Wofford Good day, dear listeners, Steve Preda here with the Management Blueprint Podcast. And my guest today is Phil Wofford, the owner of Scale and Thrive, who helps business owners scale, increase profitability, and build teams that run without them. Phil, welcome to the show. Thank you. I'm happy to be here. Well, great to have you here and great to talk about some of your frameworks and what you are doing as a coach, as a fractional CFO, COO, as an entrepreneur. So a lot to get into here. But let's start with my favorite question. What is your personal “Why” and what are you doing to manifest it? Yeah, my personal “Why” is I just really enjoy using my experience and background to help business owners and CEO grow their business.Share on X And really that manifests by us really drilling down into their business and understanding what are the key components that affect their profitability, their operations, all the things that are really important. So I just really enjoyed doing that because I've done it in my own businesses over the years and so now it's my chance to give back as well. Love it. So, you say that you like to drill in and see what prevents people from growing, being more profitable. What do you see as being the most common two or three things that is creating an obstacle for entrepreneurs, business owners? Yeah, it's kind of a two-pronged thing. Some businesses don't understand their KPIs or their key performance indicators. And it may be that they just haven't been exposed to it and they haven't created those. In my world that I've operated in, those have always been really important items that we use to manage the business day to day, month to month, quarter to quarter. And then you have the other side, the business person that's really into it and they want to measure everything. They have 48 components of KPIs and it just drives them and the staff crazy trying to keep up with that many. When really there should be three to six really key things that we're keeping our eyes on,Share on X depending on the business, that really help guide us to make decisions day by day. Yeah, that is true. And if you have too many KPIs, then essentially you diluted their power and then it just becomes noise. But if you have a few good ones, then you can really drive the business. And Jim Collins even talks about the profit per X having one big differentiating, and that's going to be very powerful. Okay. So you're an entrepreneur as well. And you're in the process of exiting some clinics in Alaska that you created. Tell me a little bit about how that came about and what did you do there and why are you exiting? Yeah, I've done many international startups and that led me to becoming a business coach and a fractional COO, fractional CFO. And a few years ago, my friend from kindergarten that we grew up together, we ran across the business opportunity in the healthcare field. And so we created a clinic here in the Atlanta area. And subsequently that led to a second one. And we exited the first one, middle of COVID,

Check out SmartLing: https://www.smartling.com & their CEO Bryan Murphy https://www.linkedin.com/in/bryanmurphy2/ Side note to Founders -->

Let's be real: Running a creator biz in 2025 takes more than content — it takes systems that scale.In this episode, I'm sharing 10 powerful ways I use AI to save 20+ hours a week in my business — while scaling content, brand deals, community, and cash flow.You'll hear exactly how I use AI to:✅ Automate business outreach with Apollo + ChatGPT✅ Manage projects + tasks using AI-powered ClickUp✅ Batch content + schedule with Later Media, Repurpose, and Canva✅ Write blog posts, podcast descriptions, captions & emails in minutes✅ Track performance, analytics, and KPIs in real time✅ Create high-converting ad creatives and email sequencesWhether you're a solopreneur, side hustler, or scaling CEO — these tools will help you create TIME (literally) and lead with freedom

Are you ready to break through the barriers holding you back from building lasting wealth? In this episode, I sit down with Alison Wyatt, founder of Female Founder Collective. She shares the powerful ecosystem that supports women entrepreneurs at every stage, from launch to scale to exit. We talk about why women-led businesses are booming, the challenges female founders face, and how the Collective helps women break barriers around funding, networking, and growth. Get ready to know how to structure your company for long-term wealth and success Check out our Sponsors: Airbnb - Start making money by listing your home on Airbnb with an experiences Co-host, find a co-host at airbnb.com/host Northwest Registered Agent - Don't wait—protect your privacy, build your brand, and set up your business in just 10 clicks and 10 minutes! Visit https://northwestregisteredagent.com/earn today. Open Phone - Stop running your business from your personal phone. Get 20% off your first 6 months at openphone.com/earn Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy This Is Small Business podcast - listen on apple podcast (or your favorite podcast app.) BambooHR - Experience the software that makes HR easier for all of your employees. Try BambooHR for free at bamboohr.com/freedemo HIGHLIGHTS 00:00 How the Female Founder Collective was started. 08:30 How to land major leadership roles early in your career. 13:15 Why are more women starting businesses than before? 18:45 Tools every founder needs to scale and raise capital successfully. 26:30 Strategies to protect your business and maximize your exit. 34:15 How Female Founder Collective supports founders at every stage. 36:00 Why many women founders miss the basics like KPIs, budgets, and clear goals. 42:00 How do you hire smart when funds are tight? 49:00 Why your network is your most valuable asset. 53:00 How can social media and AI tools help you take control of your health? RESOURCES Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Alison: @alikwyatt7 Follow Female Founder Collective: @thefemalefoundercollective