Podcasts about kpis

Sales leadership isn't just about hitting numbers—it's about creating a strategic framework that transforms your entire organization into a revenue-generating machine. When you shift from viewing sales as a transactional function to positioning it as the strategic heartbeat of your company, everything changes. In this conversation with John Allen, CRO of GNA Partners, we explore how to build a consultative selling culture that puts customer outcomes first. John shares his journey from operations to sales leadership, revealing how his operational background became his secret weapon in creating systematic approaches to revenue generation.  The Power of Operational Thinking in Sales Coming from an operations background gave John a unique perspective on sales strategy. Instead of relying on gut feelings or "the way we've always done it," he applied systematic thinking to every aspect of the sales process. This operational mindset became the foundation for scaling GNA Partners from a lifestyle business to a national player in the HR outsourcing space. Building a Revenue Culture That Actually Works Creating visibility into key metrics was the first step in transforming GNA's sales organization. By implementing Salesforce and making pipeline data transparent across the team, John created accountability and clarity around what success looks like. But transparency alone wasn't enough; the team needed to understand how their individual contributions connected to the company's broader strategic goals. The Two-Opportunities-Per-Week Framework After analyzing five years of data from top performers, John discovered something remarkable: the highest-producing reps consistently added two legitimate opportunities to their pipeline every week. This simple metric became the North Star for the entire sales organization, cutting through the noise of countless KPIs to focus on what truly drives results.  Here's what you'll learn from this episode: How to transition from transactional selling to strategic consulting that builds long-term client relationships. The systematic approach to onboarding new sales talent that accelerates time-to-productivity. Why pipeline coverage ratios matter and how to calculate the right targets for your team. The critical role of sales leadership in reinforcing methodology through hands-on coaching. How to create accountability systems that drive consistent performance across your sales organization. John's approach proves that when you combine operational discipline with consultative selling principles, you create a sustainable competitive advantage. His insights on balancing pipeline development with rep growth offer a roadmap for any sales leader looking to scale their organization effectively.  Whether you're struggling with inconsistent performance, looking to implement a proven sales methodology, or seeking to create better alignment between sales and operations, this conversation provides actionable strategies you can implement immediately. Key Moments of This Episode 00:00:00 - Customer-Centric Sales Philosophy: Focus on People and Relationships Sales success requires removing noise and focusing on adding two legitimate opportunities weekly to your pipeline. People buy from people, making the customer experience and relationship-building the ultimate differentiator when all providers offer similar solutions. 00:01:14 - Meet John Allen: CRO Journey from Banking to HR Outsourcing Leadership John Allen shares his 17-year journey at GNA Partners, transitioning from JP Morgan banking to becoming CRO of a Professional Employer Organization serving 4,500+ clients nationwide with comprehensive HR outsourcing services. 00:03:52 - Family Business to Private Equity: GNA Partners' Growth Transformation GNA Partners evolved from a family-owned business founded by John Allen Sr. and Tony Gralva to a private equity-backed company with TPG Capital, positioning for significant growth in the PEO space. 00:08:25 - Elevating Sales from Revenue Engine to Strategic Leadership Function Transforming sales teams from transactional order-takers to strategic consultants requires understanding client operations and positioning solutions through the customer's lens, focusing on business efficiency and profitability rather than just hitting numbers. 00:13:27 - Shifting from Transactional to Strategic Partnership Selling Successful sales transformation requires expertise in your field, maintaining a robust pipeline to eliminate desperation, and approaching conversations as collaborative problem-solving sessions rather than traditional sales pitches focused on closing deals. 00:21:03 - Building Revenue Culture Through Visibility and Measurement Systems Creating a revenue-focused culture starts with implementing CRM systems like Salesforce for complete visibility, establishing clear quotas and forecasts, and connecting individual sales goals to broader company objectives and resource allocation. 00:28:22 - The Two Opportunities Per Week Formula for Sales Success Analysis of top performers revealed a consistent pattern: adding two legitimate opportunities weekly (96 annually) correlates directly with quota achievement, providing sales teams a clear, actionable KPI to focus on. 00:33:33 - Operationalizing Sales Onboarding: From Hiring to Pipeline Generation Effective onboarding varies by experience level, featuring 90-day programs covering industry knowledge, tools training, and providing 600-750 vetted accounts to new reps, ensuring a systematic approach to sales development and early performance assessment. 00:43:32 - Implementing Sales Methodology: Sandler Selling System Integration GNA Partners adopted the Sandler selling methodology company-wide, requiring certification for all reps and parallel training for sales leaders to ensure consistent reinforcement and application of consultative selling principles. 00:50:56 - Sales Leadership Excellence: The Four Critical Competencies Effective sales leaders must excel in at least two-three areas: recruiting talent, understanding and selling the product, mastering sales enablement tools, or being exceptional at closing deals to maintain credibility and effectiveness. About John G. Allen John G. Allen is the Chief Revenue Officer for G&A Partners. Under his leadership, G&A's sales organization has experienced consistent new business growth year-over-year. Prior to this role, John was the Executive Vice President of Sales for G&A. He spent the early part of his career working for JPMorgan as a banker for its energy corporate and private banking groups before joining G&A in 2009. John earned a Bachelor's degree in finance from Brigham Young University and a Master of Business Administration from the University of Texas. He is actively involved in his church, the Boy Scouts of America, and youth sports in his community. Follow Us On: ·         LinkedIn ·         Twitter ·         YouTube Channel ·         Instagram ·         Facebook Learn More About FlyMSG Features Like: ·         LinkedIn Auto Comment Generator ·         AI Social Media Post Generator ·         Auto Text Expander ·         AI Grammar Checker ·         AI Sales Roleplay and Coaching ·         Paragraph Rewrite with AI ·         Sales Prospecting Training for Individuals ·         FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: ·         As a Chrome Extension ·         As an Edge Extension  

Most women don't realize that their emotional state is the single biggest predictor of how much money they'll make this year.    Because the emotion you wake up in - certainty or doubt, self-trust or self-pressure - becomes the engine behind every decision you make, every price you name, and every opportunity you say yes or no to. An emotion isn't just a feeling. It's an investment. And some emotions yield a much higher return on your income than others.   In this episode, I'm breaking down the emotional economy of your business—why emotional profit versus emotional debt determines your speed, your stability, and your ability to create consistent money.   You'll learn the three emotional KPIs that predict income more accurately than any strategy, plus four shifts that help you step into emotional authority so you're leading your business instead of reacting to it.   This is the work that makes your decisions cleaner, your momentum faster, and your prices easier to stand behind.   In this episode, I talk about: The 3 emotional KPIs that predict your income more accurately than any business strategy.   How to run an 'emotional economy audit' so you can see exactly where you're leaking power…and where profit is waiting.   How emotional recovery speed sets high-earning women apart—and stabilizes your income faster.   What emotional capacity really means and how it directly expands your ability to earn more.   The difference between emotional authority and emotional reaction—and why only one creates sustainable income.   Four practical shifts to make your business emotionally profitable starting today.   ~~   For full show notes, transcript, and to check out Kendall's brand new FREE workshop UPLEVEL, click here: www.themoneycoachschoolpodcast.com/113

As annual planning season approaches, it's tempting to fill your 2026 strategy with every exciting idea that comes to mind. But here's the truth: if Jeff Bezos had enough ideas to kill Amazon, you have enough ideas to kill your business too.In this episode, Bradley breaks down why execution trumps ideation every single time, and how to build a 2026 plan that you'll actually implement—not just dream about.Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding...

When it comes to scaling smarter, not scattered, there are three mistakes owners make that hurt efficiency, profitability, and leadership. Kiera talks about how Dental A-Team helps practices simplify methods so that success is humming across all locations. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I hope you are having such an amazing day. Today is podcasting day and I actually did a little reel for you guys to come and enjoy getting ready for me on podcasting day. My husband and I, we did this funny thing when I got like amped myself up and we're like, I love my life. I love my job. I love podcasting. And I don't know if you guys have seen that little girl.   who does that where she gets so excited about life and it's like, I love my bed, I love my hot tub, I love my view. And truly I love all of you. And I'm just super excited to be here with you podcasting, to be talking about great things in dentistry. And today I think that this one's going out to our multi-practice owners. And these are three costly gaps that I've noticed within multi-practice ownership that really try to highlight some of the gaps because at the end of the day, the podcast was created   to help all dentists elevate, to help all of us rise, to positively impact the world of dentistry in the greatest way possible. And that's what we're about. That's what our mission is. That's what I'm about. And so today going out to those multi-practice owners, or for those of you thinking about multi-practice ownership and do you want to do this? do you want to like, what are some of these gaps that maybe could also impact solo practice owners? So at Dental A Team, do work with solo practice owners, multi-practice owners. We work with...   like from basically one million, you know, you're maybe at that 650, one million range, all the way up to that 10, 15, $20 million range as well for practices. And there is a no one size fits all in Dental A Team I'm very, very, very, very big on who we hire and who the people are within our company. And with our clients that this is your life. This is your dream. There is no ultimate destination that we're trying to get all of our practices to. There is no final   You've got to hit this in order to be excellent within Dental A Team. is what is your life? We have some owners that are working at two or three days a week. We have some owners that are working six days a week. We have some that want multi-practice ownership. have others that want solo practice ownership. We have some that are solo practitioners doing 4 million in one location of about six to seven operatories. We have others that are in multi-locations doing 2 million. So really there is a no one size fits all. It's more what do you want to be? And we call this the yes model. So where do you   personally and professionally want to be. stands for earnings to make sure you're profitable and S stands for systems and teams to support that. So really making sure that way you can say yes to your life, yes to the things you want in life. That's what we're about. So with that, like when you look at multi-practice ownership, it does not necessarily mean adding more profit. I've talked to several multi-practice owners that are actually making less money in multi-practice ownership than they are.   prior to expanding to multi locations. Think about it. You've got one location that's doing really well, the other one's not doing so well, well, your good one has to then support your not so cash flowing one. So sometimes it actually can be a lot more costly for you. And so for you to just realize that some of the ways that we can do this will actually impact solo practitioners. ⁓ And so the three things that we're gonna work on today are like,   things that hurt efficiency, they hurt profitability and they hurt leadership. So when we look at this, doing a deep dive on that, that's really what I want you to look at of like how you can scale smarter and not scattered because really with multi-practice ownership, I remember the day we opened our second location. Our first practice was doing, it was 500,000 to 2.4 million in nine months. And then we opened our second location and you better believe that it was like just adding more fuel to this already burning chaos fire. I think that's really, really clear. And I hope you heard that it was adding more fuel.   to the chaos fire, not to the profitable fire, but to the chaos fire. ⁓ And that was really, really, really struggling. ⁓ It was hard on me. It was hard on our practice. It was hard on the team. I was not showing up as a great manager. I was not showing up as a great ⁓ leader. I was not showing up as a great partner. ⁓ I was not showing up great in my marriage. It was like literally just trying to swim through and feel like I was trying to survive rather than doing it smart. And so that's something really big that we've been wanting to do for all of you is   to give you this smarter way. Dental A Team was really here for you. It was built by people who are just like you, who have been in your shoes, they don't just understand you, but have actually been in your shoes, who's walked the walk, talked the talk, and we've done it very successfully. So I love to help offices. Hopefully we're helping you. ⁓ And if you love this podcast, please be sure to like it, start, share it, because that's how we're able to help and influence more people. number one, the biggest number one miss is no centralized operations. So that means ⁓ we don't...   we don't have a central plan and instead our practices are individual islands. This was very much my practices. We had our one and it was doing certain things and we had our second one and it was not doing certain things. And so going from each practice felt like I was going to multiple different locations, multi different pieces and that really gets hard. And so we have inconsistent systems which means we have unpredictable outcomes. And then on that, like we did not have a set way that we'd schedule. So we'd schedule one way at our first location another way at our second location.   Our billing was not the same. The way we were insurance verifying, our fee schedules weren't even the same because we were in two different cities. And so we had different fee schedules. ⁓ Reporting was not the same. We did not have leaders in both practices. We did not have SOPs that could scale. Like truly our operations manual was not done and we just thought buy another practice and let's go through this. Rather than having a set standard, and this is something I'm really big on when people want to go to multi-practice ownership or they're already in multi-practice ownership. This is really where we start. There's a practice that we're working with and   I think about them, were, the solo doctor was running around to every single location, trying to out-produce the problems instead of fixing the problems at the base level. And that's going to be through this of like centralized systems and getting systems in place and like having our scheduling and our billing and our cashflow consistent and looking at each of the individual practices ⁓ to make sure that they are centralized. And so when we work with multi-locations,   What we do is we actually simplify it down. So you don't necessarily have to have centralized billing or scheduling like right away. Once you get to that four or five, usually it's very recommended to have centralized billing or I've got some practices that are multi like it's one location, but they have about 15 to 17 operatories. Well, that does count in my opinion as multi ops, multi practices, cause a lot of times multi practices are like five ops or more. So you think about a 15 op practice that's like three practices, but just under one roof.   So even in this larger practice, I often recommend we start to centralizing. So we have a set standard of how we're doing billing. We have different reporting metrics. You've got to have the KPIs. We've got to have the set system. So what we started to do is we standardized the operatories. So all ops are the same. We standardized how we're scheduling. We're all in the same softwares. We have an SOP. So we've got our front office, our back office teams, and we do the exact same way. So how we're doing it. We had both practices auditing each other so that we standards were not getting missed and it wasn't.   Well, this practice does it this way and this one does it this way. No, we're trying to make these standardized. that way, again, it's not so that way we can't have our own flare and variety at the different locations, but it's so that way when practices show up and doctors show up, we're actually able to be efficient and effective because we're able to have it be the same. It's like, could you imagine ⁓ if your practices were like everybody's varying different houses? So the way I put my silverware in my house might be very different than where you put your silverware in your house.   So just imagine we've got five different houses, how much easier it would be if we all walk in and we all agree that silverware goes to the right of the dishwasher. Well, now, no matter where the dishwasher is placed in a house, we know silverware will always be to the right of the dishwasher. Just like when we walk into an operatory, we always know that the ⁓ disposable, so our gauze, our cotton, is always to the right of X. It all practices. So as much as we can get them similar, so that way it's just more efficient, it's more streamlined, everything is working together rather than against each other.   but truly getting centralized operations in multi-operatories or multi-locations is going to be one of the biggest ways to cut costs, to save time, and to make it more efficient for a better patient care all the way around the board. So really look at your practice and see, do we have inconsistent systems? Are we doing things differently? Do we have different flares and flavors? Do we have like five different houses within our multi-practice ownership? And what could we do to unify it across all of the practices this quarter? And usually when I'm starting with an office,   I'm going to look for the scheduling because that's usually the fastest. Then the operatories will be my next piece that I'm going to go for. And then after that, we're going to go into our billing tactics and making sure that goes into it, which leads me right into point number two. And this is gap number two and it's profit per location is not being tracked. A lot of times when people get multipractices, what they do is they just keep it all under one tax ID number. I understand your reasoning. I did that when I started my multiple businesses. It actually gets really hairy scary. And so ⁓   Yes, like let's untangle this. I'm not a CPA. My job is not to be giving you financial advice. My job is just to help you as a consultant. We pair really well with CPAs. And so miss number two is when we don't have profit being tracked per location, but overall as total revenue, but not knowing which practice is profitable and which practice is struggling. That's a really, really, really big miss as a practice. So helping you just understand that you've got to a hundred percent.   make sure we're looking at the profitability and breaking it apart. So each practice has its own tax ID number. Yes, this is annoying. Yes, you have to fix the billing pieces for it, but each practice needs to be treated like its own individual business unit. within the bigger whole. So it's like we have the same standards, we have the same operatory setup, we have the same softwares, we have the same billing tactics, but what we have is we make sure each practice is profitable.   So we know how much are we paying for all the fixed versus variable costs and we're tracking those within each location. When team members travel between each location, they're actually paid out of two separate entities. So they could be technically putting in more than 40 hours, but if they're only putting 20 hours here and 30 hours here, technically that's not over time. It's like working two different jobs. Now you have to be careful with that to make sure that those employees are not overworked.   But making sure that like when I've got team members going to multi locations, I am tracking it per location. I am tracking it per practice. When I've got regional managers separating out that regional manager salary amongst all the locations to make sure is this practical profitable? And if not, what are the underperformers? What are the root causes? How can I get this profitable? Can we do block scheduling in there? Can I work on my costs? I've got two practices right now and their rent is much higher in one location. Well, if I've got higher rent over there and higher costs,   I have to produce more in that practice than I do. So I can't have the exact same block scheduling in both locations. I can still block schedule similarly, but I have to make sure that I'm hitting my correct overhead percentages and that each practice is profitable. We have separate credit cards for each location. So we're ordering on those separate credit cards. So it is per location. We have different bank accounts for each location. So the money's coming in so we can see what it is. And what's crazy is when offices actually do this, what they find is   they're actually able to quickly identify what the root causes of that practice. They're able to bring it up to par. like one practice, they're losing money due to not having hygiene reappointments in there. So like the hygiene team is not as profitable as they should be. So we laser focus in on that. We fix the systems across the board, but we laser focus on the practice that's struggling. And we're actually able to boost them by 400,000 per year just by fixing that one small problem, because we're not looking at the organization as a whole. Yes, you do need to look at the organization as a whole.   but you do need to like scope it down to how each practice is performing. And this should be weekly, monthly, quarterly to then assess how we're doing. ⁓ When people get into multi level DSOs, you better believe they're looking at their top performers and their lower performance. And a lot of times they cut those lower performing offices out because that's hurting their overall profitability of the business. So many offices have really high producing practices and they're dumping it to go save the other ones. Just like thinking about a real estate portfolio.   they're looking and rebalancing those portfolios, but for you to rebalance it is to make sure you're tracking the profit per location and we're fixing the issues at the base root problem. ⁓ And so really what it should be is you should A, make sure you're running them individually, B, do a P &L by location and let's figure out where our gaps are within the finances to see how can I make each location profitable and set that as the target as the goal for your regional, for your office managers.   This is the goal per location. I work with an office and we have six locations that we go to quarterly. And we are looking at their scorecards every single week, every single practice. And then we look collectively at the whole to make sure organization as a whole is profitable. Yes, when we started new and of course we're going to be dumping money into it. But the goal is for that new practice to be profitable. Six months to one year max is when they need to start breaking profit. And so when teams know this, when office managers know this, what happens is the whole   portfolio actually does better and the businesses are running much more effectively, efficiently with better patient care, better team awareness all around. So that's miss number two, ⁓ gap number two. Miss number three is not having consistent accountability. So when you have it, oftentimes it's just this chaos. Like I said, like we're adding more fuel to a chaos burning fire. And so ⁓ when we have that there's no roles, there's no structured check-ins, there's...   It just feels like hope and pray. And then we're trying to like get the profitability margins. We're trying to do all those pieces. So we've got to have cadences in there of weekly calls, having weekly scorecards and quarterly reviews. ⁓ And so when you have leaders at each location, what they do is they, get all office managers together on a weekly call. They look at the scorecards for their practices. They look cross company so they can look at all the other offices. So if I'm struggling with a profitability, but this office over here is doing really well.   office managers sync up, let's have you two work together, let's have you see what you're doing differently. That way everybody's able to be profitable. So that really helps. And then you empower all the leaders to own their KPIs and report back. So they're owning their teams, they're owning their departments, they're owning the profitability of their practice. And then this way we're able to have metrics that are the same across all locations. So having a set scorecard that's used, when we do it within our company, we have practice A, practice B, practice C.   Right now I've got an office I'm thinking of and practice A is super profitable and practice B is not. And they're just looking at it collectively as a whole versus saying, my gosh, we've got to get like practice B profitable. Practice B is not producing and it's not collecting what it should be. A lot of times also that profitability margin is hurting because we're not collecting. And so one practice is very much collecting, paying for the other practice, but it's just due to broken systems and not having that O-M responsible. And it's because we're spread across trying to be   ⁓ efficient, which is true, but we have to have individualized centralized accountability frameworks in each location. So it reports up. People know who's ultimately responsible for that practice for the different pieces, rather than it being we're all responsible for everything. That means nothing is actually truly being tracked. So ⁓ when we've implemented these scorecards across practices, usually what you start to see is you see an increase in profitability, an increase in collections, an increase in case acceptance, because everybody's looking   Like we're looking side to side, it's like Sudoku. I'm looking to see how am I comparing with my other practices and how can I get the support where I'm struggling? And then you also start to create cohesiveness as a unity. You start to create cross collaboration. And this is a huge, huge, huge mess in multi-practice ownership and even in bigger practices. So when you look at this and you have that weekly reporting rhythm, you have this weekly accountability, and then you start to empower your leaders to meet with their team members once a month.   and then have quarterly cadences where we're looking to see how we're doing, you start to see teams rise up. Because now it's like, great, we know what the scoreboard is. We know what we're aiming for. know everybody knows what they're accountable for. There's no more of this confusion of what should we be doing or should my practice do this, but your practice doesn't. You try to get them as standardized as possible. And what I will tell you is working with multiple multi-practice owners, this is not a dream. This is a reality that you should be striving for and that you can do. I love to work with Mac.   multi-practice owners because I love to take the chaos and turn it into simplicity. I love to help you see which like it's like a ball of yarn and you're like, my gosh, like pull this string or pull this string or pull that string. And like, we don't know how to untangle what we've created. And so doing these three misses of not having centralized operations. So making sure we're centralized across the board, making sure each practice is profitable and then having accountability across the board. When you streamline those across all your locations,   instantly things get better. Scaling is not great when it's chaos. Scaling is great when it's tightened, when it's predictable, and when it's consistent. That's when it becomes fun. That's when it becomes fun to be multi-practice honored, but it is not fun when it is the chaos. And so when we do this, this is something that I'm obsessed with. This is something I love to help offices. This is where I love to help regional managers figure out how to do this because a lot of times they don't even know. They've never done it before. They've just been a great office manager and doing one baby versus five babies.   We all know as parents and siblings and aunts and uncles, we know that one baby is a lot easier than five babies. However, five babies can actually be easier on certain levels when we have set standards and we have set processes and we have set things in place and we've got rhythms and we've got routines that actually sometimes can be easier than just one because it forces you to actually rise up. It forces you to be better than what you've been. And so with this, just know these are some of the three big gaps that we see in multi-practice ownership or large practice ownership.   These are some of the areas that we really expert help. And hopefully for you to just have a quick like checklist of like, where am I doing on my standardized ops? How am I doing on profitability of each location? And how am I doing on accountability, KPI tracking, scorecard accountability, weekly check-ins, implementing just a few of these things will radically help you. But sometimes it's so hard to lift your head up out of the bubble when you're living in the bubble. And so if you're struggling with that, reach out.   Like let's just have a conversation. Let's see if we're a right fit. If nothing else, we'll give you a lot of gaps, a lot of tools, a lot of tips and help you out. reach out, Hello@TheDentalATeam.com. Go to our website, TheDentalATeam.com and click on the book of call. This is what we do. We create structure for scale, clarity for leaders and profit for every location. Like that is what our obsession is. And so I'd love to help you out. As always, just know dentistry is the greatest place we could ever possibly be in. We are so blessed to be a part of dentistry.   And I just want you to remember like if multi-practice ownership or larger practice ownerships on the horizon, these are things to do. If you're already in the weeds of it, you know, it's a lot harder to actually do than you thought it was. And so reach out. There's no reason to do this alone. The industry is hard as it is. So there's no reason to do this alone. Reach out. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

Earmark Media Presents a bonus episode of Earmark Podcast:Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.Meet Our GuestsJames ErvingLinkedIn: https://www.linkedin.com/in/jameserving/Learn more about FathomOfficial website: http://fathomhq.comChris MackseyLinkedIn: https://www.linkedin.com/in/cmacksey/Learn more about Prix Fixe AccountingOfficial website: https://prixfixe.accountants/Need CPE?Get CPE for this episode: https://earmark.app/c/2912Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Send us a textAre we preparing young people to follow instructions or to solve real problems? We explore a better path with Barry Garapedian—financial advisor, mentor, and author of Winning the Game of Life—who makes a compelling case for teaching value creation as the antidote to uncertainty, inflation, and the AI upheaval. Together, we unpack the hidden curriculum, why compliance still shadows classrooms, and how to build graduates who contribute, not just compete.Barry maps out his Seven Fs—family, faith, friends, fitness, financial, fun, philanthropy—as a practical life blueprint. We dig into the systems that turn big ideas into daily progress: mentors over guesswork, a color-coded calendar, KPIs for sleep and routines, and 90-day goals across work, personal growth, and wellness. He shares the “impossible goal” that raises your baseline, plus a decision-board approach that keeps your aspirations visible and actionable.We go tactical with micro-leadership: “practice going first,” replace weasel words, and learn to hold “third vault” conversations that create trust and impact. Barry reframes ADHD as a superpower when paired with structure, and offers an anxiety playbook—never worry alone, get the facts, make a plan. For parents and educators, we lay out how to allow healthy struggle while opening doors to mentors and networks. For students, we emphasize AQ—adaptability—as the new edge in an AI-powered economy, backed by four reliability habits anyone can master.By the end, you'll have a toolkit to help young adults measure ROI as return on impact, choose better books and better rooms, and codify shared values with a family constitution. Ready to shift from achievement to contribution and help the next generation become confident problem solvers? Follow the show, share with someone who needs a nudge, and leave a review to help more listeners find us.Great News! The Brighter Side of Education is now CPD Accredited! Sponsored by Dr. Gregg Hassler Jr., DMDTrusted dental care for healthy smiles and stronger communities—building brighter futures daily. Head to the show notes to find if this episode is CPD eligible and details on how to claim your CPD certification!Sponsored by Dr. Gregg Hassler Jr., DMDTrusted dental care for healthy smiles and stronger communities—building brighter futures daily.Support the showIf you have a story about what's working in your schools that you'd like to share, email me at lisa@drlisahassler.com or visit www.drlisahassler.com. Subscribe, tell a friend, and consider becoming a supporter by clicking the link: https://www.buzzsprout.com/2048018/support. The music in this podcast was written and performed by Brandon Picciolini of the Lonesome Family Band. Visit and follow him on Instagram.

Your podcast is live, but now the real journey begins. Growth is where your show becomes a brand, a business asset, and a tool that compounds in visibility and authority.In this episode of As It Relates to Podcasting, host Simona Costantini wraps up the 10-week launch series by diving into the strategies that take your show beyond day one. You'll learn how to interpret your podcast analytics, measure the right KPIs, refine your content with intention, and evolve your show based on listener behavior and performance trends.Simona also dives into how to build a powerful guest strategy, how to track ROI, how to use completion rates and retention to shape future episodes, and why iteration turns your podcast into a platform that grows your authority and revenue over time.If you're ready to scale your podcast with clarity and consistent momentum, this episode gives you everything you need to strengthen your direction, refine your voice, and grow your show with strategy instead of guesswork.Inside this episode:The analytics that matter most for long-term podcast growthDownloads, completion rate, and subscriber trends explainedHow retention reveals your strongest topics and formatsWhy audience behavior guides your future contentHow to refine your show for longevity and authorityWhat agile creators do differently to stay relevantBuilding a strategic guest lineup that expands your networkHow cross-promotion doubles your reachHow to nurture relationships that lead to ROIWhy iteration is the secret advantage of top podcastersHow your podcast becomes a business asset, not a weekly taskInvitation to join the Launch Your Podcast in 8 Weeks courseIf you're ready to launch your podcast with clarity, confidence, and a strategy that actually gets you seen, this episode will show you exactly how.✨ Free Resource: Download my Podcast Launch Blueprint, the 5-step system to plan, record, and launch a professional show in just 8 weeks.https://voltproductions.co/podcast-launch-blueprint-2025 Launch Your Podcast in 8 Weeks Course: https://voltproductions.co/launch-podcast-8-weeks-course-offer #PodcastGrowth #PodcastStrategy #PodcastAnalytics #PodcastingTips #PodcastEducation #AsItRelatesToPodcasting #SimonaCostantini #VOLTProductions #PodcastMonetization #PodcastLaunchTips #PodcastContentStrategy #GrowYourPodcast #PodcastGuests #PodcastForBusiness #PodcastMarketing #SpotifyPodcasters #YouTubePodcasts #PodcastWorkflow #PodcastPerformanceLearn about:00:00 Launching versus growing your podcast00:40 Why post-launch strategy determines long-term success01:20 Going deeper with the 8-week podcast launch course02:00 Understanding analytics without overwhelm03:00 Downloads per episode and what they actually signal04:00 Why completion rate reveals true listener quality04:30 How subscriber growth boosts discoverability05:00 Tracking leads, traffic, and inquiries05:45 Using retention to guide future content06:30 Refining your format for longevity07:00 How your audience shapes your evolution08:00 Spotting patterns that influence your message09:00 Using guest strategy as a powerful growth lever10:00 Cross-promotion and expanding your reach11:00 Relationship-building as a podcast growth engine12:00 Tracking guest ROI for long-term collaboration13:00 Iteration and how it creates industry...

En esta conversación con Andrew McAfee, cofundador y codirector del Initiative on the Digital Economy del MIT, exploramos cómo las empresas pueden integrar la Inteligencia Artificial (IA) para generar valor real, más allá de la innovación superficial.McAfee define el error más común en la adopción de la IA: dedicar demasiado tiempo a la planificación, la formación de comités y la reflexión sin llegar a la implementación. Por ello, lo más importante es empezar a usar la IA y monitorear su funcionamiento.Descubrirás las claves para una integración exitosa:• Maestría Digital: La combinación esencial de Capacidades Digitales (inversión efectiva en tecnología) y Capacidades de Liderazgo (una visión que impulse la transformación).• Priorización y Medición: La importancia de alinear las oportunidades de IA con las prioridades estratégicas de la organización y establecer indicadores de avance (KPIs) claros.• Adopción Obligatoria: El éxito en la adopción de la IA debe ser un OKR (Objetivo y Resultado Clave) en la evaluación de desempeño de los empleados.Si tu organización busca transformar la experiencia del cliente, explotar operaciones centrales o reinventar modelos de negocio a través de la IA, en este episodio encontrarás un marco estratégico para una ejecución que perdure.

If you've ever struggled with overcoming procrastination in real estate, this video is your roadmap. Gino Barbaro breaks down how to shift from hesitation to massive action using simple, proven frameworks inspired by Jim Rohn and Hal Elrod's Miracle Morning.In this lesson, Gino shares the exact three-step system that helped him move from procrastination to perseverance—both in business and life. You'll learn how to break down overwhelming goals into small, doable actions, why writing things down creates clarity and momentum, and how aligning your goals with your core values eliminates friction. Whether you're trying to close your first multifamily deal or build long-term habits, this episode reveals how overcoming procrastination in real estate is really about process, accountability, and personal growth. Gino also explains how tracking KPIs, building morning routines, and shifting your mindset can accelerate progress in any market.Connect with Gino Barbaro: https://jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is your agency growing fast but still running without the right structure or leadership team to sustain that growth? If too many people are reporting directly to you, it's a clear sign you've outgrown your current setup. But building that next layer of leadership isn't as simple as promoting your top performers. Without a clear strategy, those well-intentioned promotions can backfire, causing confusion, turnover, and setbacks that stall your agency's momentum. Today's featured guest learned that lesson firsthand. After experiencing a year of costly turnover caused by the wrong management moves, he came away with a better understanding of what real leadership development looks like. In this episode, he'll share what it takes to scale beyond seven figures, the mistakes that nearly derailed his agency's growth, and the key shifts that helped him build a stronger, more sustainable business. Brandon Rost is the founder and CEO of be Marketing, a Pennsylvania-based advertising agency that helps brands grow through creative, digital, and media strategies. Over the past decade and a half, Brandon has built his agency from a solo operation into a multi-million-dollar powerhouse by focusing on relationships, resourcefulness, and relentless problem-solving. He's proof that you don't need to have all the answers when you start, just the willingness to figure it out along the way. In this episode, we'll discuss: How to reinvest profits strategically to scale your agency sustainably. Why promoting top performers doesn't already create effective leaders. The KPI's and systems that improved profit and cash flow. The mindset shift that turns fast growth into longterm success. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Why Being Resourceful Is the Key to Building an Agency Brandon didn't plan on running an agency. At the time, he was managing social media for a corporate job and bartending on the side when a PR firm owner offered him a shot at managing her clients' social accounts. What started as ten small accounts quickly snowballed into a full-time business. Like most early-stage entrepreneurs, he had no idea what he was doing at first. He sent invoices in Word documents, figured out HR and finance on the fly, and said "yes" to every opportunity—then learned how to deliver later. It wasn't glamorous, but it worked. That resourcefulness became his superpower. As anyone who has grown a business can tell you, success comes from resourcefulness - not knowing everything. You don't have to know everything right now. Just figure it out and make it work. Scaling Up: Investing Every Dollar Back In the Agency For the first few years, Brandon kept bartending to cover his bills and put every dollar the agency made back into growth. That discipline gave him the runway to build a real company without debt or short-term panic. He hired his first part-time employee within a year, went full-time around year two, and hit seven figures by year four in 2014. However, crossing the million-dollar mark didn't come with confetti and fireworks. It came with more responsibility, more moving parts, and a steeper learning curve. "Everyone thinks hitting a million feels different," Brandon said. "It doesn't. It just brings on more work." Instead of waiting for that milestone to magically change things, focus on building the right foundation so the business can continue to grow without you doing everything. Make it a point to continue to delegate part of that workload every quarter, and after a couple of years, you'll find you've gotten your freedom back. Learning to Lead and Let Go: Building a Leadership Team Brandon learned the hard way that leading people requires a completely different skill set than landing clients. As the agency grew, he at one point had seventeen people reporting to him and eventually realized it just wasn't sustainable. It was the right moment to create different positions that would oversee different departments. However, his strategy was flawed at first; "We elevated people just to elevate them," he said. "And it set us back a year." He never stopped to ask whether or not those employees were ready or even suited for management roles. As a result, they dealt with a year of turnover followed by slowly getting back on track. The lesson for Brandon was: put the right people in the right seats, and don't assume your best technician wants to—or should—manage others. Leadership isn't a promotion; it's a whole new role. Knowing Your Numbers and Turning Chaos Into Profitability Once the business hit its stride, Brandon turned his focus to profitability. He shared how the agency once got caught in a dangerous cash flow loop of collecting Google ad payments for clients and effectively becoming a bank instead of a marketing firm. After untangling that, his team started tracking key KPIs more closely: AGI (Agency Gross Income) in the 55–60% range Net profit around 10–12% Payroll around 33% of AGI By simplifying operations and separating client media costs from agency revenue, they stabilized cash flow and built a healthier margin. Simply put, what you measure improves and, for Brandon, that meant finally treating the numbers as a steering wheel instead of a rearview mirror. Sales: The Last Most Agency Owners Are Ready to Hang Up Even after 15 years, Brandon still handles most of the sales himself. It's something he admits he should've delegated earlier, but building a sales team isn't as easy as hiring a "radio guy" and hoping they sell. After two failed attempts, Brandon realized the problem wasn't the salespeople but rather the lack of systems. Now, the new plan is to support the team with brand marketing, create a "sales tackle box" full of proven client stories, and build repeatable processes for outreach, follow-up, and closing. You'll always be the best salesperson until you document what's in your head. With the right structure and stories in place, a sales team can finally scale what made the founder successful in the first place. What Scaling Fast Taught Him About Patience and Culture Looking back, Brandon said the biggest surprise was how much patience real growth takes—and how easy it is to lose sight of culture while scaling fast. Whether it was figuring out HR policies, managing team dynamics, or setting boundaries for office events, every new level came with a new layer of learning. He now focuses on balance: growing deliberately, empowering leaders, and making sure the culture that got them here doesn't get lost along the way. "We've learned to grow smarter, not faster," he said. 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.

In this episode, Frank La Vigne sits down with Itay Haber, CEO of Data Noetic, to unpack how AI is revolutionizing supply chain management. Forget spreadsheets and dashboards—Data Noetic is building an autonomous digital brain that proactively tackles delivery bottlenecks and bridges the gap between scattered data and process improvement.You'll hear real-world tales of missed bathroom tile deliveries, multi-million dollar construction delays, and the true impact of getting ahead of supply chain hiccups before they snowball. The trio explores how agentic AI isn't just hype: it's driving tangible results, saving time, boosting KPIs, and reimagining how companies of all sizes make decisions. From pharmaceuticals to consumer packaged goods, discover why trust, transparency, and agility are the new gold standards in supply chain operations—and how data-driven agents just might become indispensable.Tune in for a masterclass that balances digital wisdom with a dash of dry wit, and learn how emerging tech is helping organizations deliver on time, in full, and with a whole lot less existential angst.Time stamps00:00 "Autonomous Supply Chain Optimization"06:01 "Optimizing On-Time Delivery Failures"07:27 Proactive Warehouse Order Management13:06 "Aligning Perception with Reality"15:08 "Streamlining Order Fulfillment Process"18:18 "AI Revolutionizing Problem Coordination"22:18 "Data Validation and AI Insights"25:04 Predictive KPI Monitoring with Gen AI27:09 Clarifying Questions for Assistance31:37 "Tailored Software Delivery Models"34:35 "AI's Role in Complex Industries"37:00 "AI Focus and Value Debate"42:37 "AI Bubble and Valuations"46:43 AI's Transformative Impact on Jobs48:17 AI Enhances Jobs, Not Replaces51:44 "AI: Boom, Bust, Transformation"57:38 "AI, Data, and Change"

Interview with Jon Morris, who built Rise Interactive from a $10K business plan competition win into a nearly $40 million digital agency before selling it. He now runs Fiscal Advocate, where they help business service companies turn financial data into a growth engine.  Jon shares practical insights on scaling, the KPIs that actually matter, and how to free up cash to fuel marketing and growth — so you can build a more profitable, sustainable business. His web site is https://www.fiscaladvocate.com/ 

Formula 1 Chief Commercial Officer Emily Prazer joins The Big Impression to accelerate the motorsport's hold on Americans with year-round content and venue in Las Vegas. Episode TranscriptPlease note, this transcript  may contain minor inconsistencies compared to the episode audio.Damian Fowler (00:00):I'm Damian Fowler.Ilyse Liffreing (00:01):And I'm Ilyse LiffreingDamian Fowler (00:02):And welcome to this edition of The Big Impression.Ilyse Liffreing (00:09):Today we're joined by Emily Prazer, president and CEO of the Las Vegas Grand Prix and the Chief Commercial Officer of Formula One. She's helping transform F1 into one of the fastest growing sports brands in the world, leading strategy partnerships and fan engagement across markets from Miami to Melbourne.Damian Fowler (00:30):Emily's here to talk about the road to the last Vegas Grand Prix on November the 22nd. Now, in its third year, the Vegas Grand Prix turns the strip into a global stage where sport, entertainment and culture collide under the neon lights.Ilyse Liffreing (00:46):I love that. From the 100 day countdown events to new sponsorship models and digital fan experiences, formula One is redefining what a modern sports brand can look like, especially in the U.S. market.Damian Fowler (01:02):In past years, the marketing around Las Vegas, the Grand Prix has felt like a crescendo building over several months. What's been your strategy this year as you build, it's the third year, right? As you build towards those?Emily Prazer (01:14):Yeah, this third year, so I think the difference this year is we've had two years of a foundation to figure out what works and what doesn't work, but equally we've had our building open all year, so prior, well the first year we're obviously building the building for those that dunno, it's called Grand Prix Plaza. It's the length of three NFL fields, so it's not small. It's designed and built to service the Formula One Paddock Club, which is the most high-end hospitality that we offer in Formula One. Underneath that is where the garages are and where the teams hang out, so it's quite a significant building. When we first moved to Vegas, we purchased the 39 acres of land and have invested around $500 million in this infrastructure and so the difference I think is obviously the first year we were building it, the second year we were getting to grips with owning such a significant property in Las Vegas and then moving into the third year of the event, the building's been open all year and we built something called F1 Drive, which is carting.(02:10):We've had a restaurant up there called Fool and Fork, which is Formula One, themed food and beverage as you'd expect. We built an immersive Formula one experience called F1 X and so the marketing's ramped up, but that's because locally we've been able to activate since the day after the race last year all the way through to this year, and obviously how we market is very different depending on what we're trying to do, whether it's selling tickets or whether it's driving foot traffic to the building. It's all the awareness that we need in Las Vegas to continue to grow our fan base.Damian Fowler (02:41):The a hundred day countdown, that's important,Emily Prazer (02:43):Right? That was a big one. We always go big around a hundred days. We did a strip takeover, we made sure people understood that it was a hundred days ago. We did similar for 50 days, so we use those milestones to make sure, obviously Vegas is somewhat a last minute market. Some Grand Prix go on sale and sell out in 90 minutes. We see the most amount of activity from a hundred days through to November.Damian Fowler (03:04):That's very interesting. How do you decide which moments where you target your marketing strategy in that a hundred day buildup?Emily Prazer (03:12):Oh, well, we're very fortunate that the racing continues For those, again, that aren't familiar, formula One is a 24 race calendar, which spans globally, so we typically go big around the big races as you'd expect. We've just come out of Singapore where hopefully people have seen that McLaren won the Constructors Championship. We'll go big again around Austin and Mexico. They're both feeder markets to the Las Vegas Grand Prix and we'll just continue to make sure we've got major announcements, whether it be food and beverage merchandise programming all the way through between now and race day.Ilyse Liffreing (03:42):Now, can you also talk a little bit about the F1 business summits because you're also launching that during race week? Sure. How intentional is the idea of making Vegas not just a race, but a business and cultural destination?Emily Prazer (03:56):Sure. Well, if you look at what Vegas do around other major sports, it's not that we're trying to reinvent the wheel, we're taking learnings from how well the NFL have operated there with the Super Bowl, even around WWE where you see them extend from a one or two day event through to a whole week. We are very fortunate that again, for those that dunno, formula One kicks off on Thursday with free practice, we have qualifying on Friday and then on Saturday is the race. And so we are lucky that we actually have really good opportunity for shoulder programming and so it was a lot of requests coming through from multiple stakeholders saying we'd love to get the ecosystem together and talk about how we've shifted Formula One culturally into something very different. Obviously it's a sport first and foremost, but I think everyone's now seeing the change into more of a lifestyle brand and a proposition around how we're executing with some partners, which I'm sure we'll get to, but I think a lot of it has been around how we kind of talk about that strategy and how we've grown the sport over the last five years.(04:54):So it was very intentional, it's had really great uptake and as you'll see as we get closer to the race, we'll start talking about what we're doing kind of Tuesday, Wednesday all the way through.Damian Fowler (05:04):It was interesting you brought up the mention of partners and the fact that Formula One now transcends the racetrack and I for one say follow some Formula One drivers on Instagram. How do you play into that whole notion now that Formula One is this lifestyle brand and what does that mean when it comes to partnerships?Emily Prazer (05:26):Well, we've been really fortunate that we've, formula One was bought by Liberty Media in 2017 and the handcuffs were taken off per se, where social media was something that didn't really exist in the sport prior to that and the drivers have done a great job and the teams have done a great job of giving us access collectively to the drivers. They're all a lot younger than they have been before, so we've been fortunate enough to help them build their profiles through social, but obviously the pivot came with Drive to Survive. Everyone knows that that was a big leap of faith that Formula One took to be able to give behind the scenes access. It's a complicated sport that had traditionally been kept to a different type of club and we've opened up those floodgates and obviously we're reaping the rewards of that at the moment.(06:10):It hasn't been easy, but ultimately when you have the likes of Netflix wanting to display what we do, hopefully everyone's seen the Formula One movie with Brad Pitt, which is now I think the highest grossing sporting movie of all time and Brad Pitt's highest grossing movie of all time. So that again, is a great explainer if you take that concept, the strategy around all of it has to create this always on dynamic, which isn't just about the 24 race weekends, it's about how to have brand extension through partnerships 24 7, 365 days a year that's come to life through our licensing business, which I can get to and also our sponsorship business, that the thought process was we want to sign less B2B organizations more consumer brands, not because we don't appreciate, we are always going to have a B2B element Formula One lives in that space, especially on the technical side of the sport, but as it talks about how we penetrate the fan base, how we acquire new fans and how we talk to fans differently.(07:06):One of the big pieces of it was, well, how do we show up in every shopping mall, not just in North America, but globally and using the likes of Lego? You would've seen our recent announcement with Tag Hoya. You now go to these shopping malls and you see these different brands actually activating and taking some learnings from how the US sports do it, where everywhere you go you can buy a t-shirt. I think one of my proudest moments was being at the Super Bowl last year in New Orleans and seeing people in the parade wearing Formula one T-shirts.(07:32):I was like, that shows that the strategy is working. In addition to we acknowledge that pricing of Grand Prix is expensive, they're also places you typically have to travel to, and so brand extension through license partners has been really important. We have something called F1 Drive, which we'll be rolling out, which is the carting proposition I mentioned in Vegas we have F1 arcade, which is now opening up and popping up all over North America. We have F1 exhibition, which is a tribute to the history of the sport and we'll keep growing as we want to keep penetrating and explaining to those fansIlyse Liffreing (08:07):Fans. That is really interesting hearing you describe just how different the strategy here is in the US too because F1 is such a global brand. How do you I guess, keep the brand though true to its global roots at the same time as also making it feel like America's race?Emily Prazer (08:25):Definitely not trying to make it feel like America's race. I think taking the learnings of how to speak to the audience we've acquired wherever we go, the benefit of being a global sport is we're global, but in each of those destinations we act very local. So when you're there, you very much know that when you're at the British Grand Prix that you're at Silverstone and there's all of the heritage around it, Monza, there's nothing more special in global sport in my opinion, than seeing the ZI on a Sunday run onto the grid with the Ferrari flags and what have you that you can't take that passion and bottle it up and just pop it into a US race. The US market is different, but if you look at how Miami has identified itself, you for sure know where you are. Same with Austin, where it's Texas and everybody is in cowboy boots and you know that you're in Texas and then Vegas takes it to a different level because we partner with our friends at the L-B-C-V-A and other partners in Vegas to bring that kind of extreme entertainment to life. So yeah, wherever you go, you really do know where you are and that's where I think the local element comes into play.Ilyse Liffreing (09:28):Has anything changed in the sports rights context in order for Formula One to really be able to create more social and organic marketing tied to the event?Emily Prazer (09:41):Yeah, I think it's that we've got the confidence to try different things and have given different types of access. So you'll see obviously that we have lots of short form content. Now we're noticing that this generation of fandom that we're trying to continue to excite wants to look at things slightly differently, whether it be through YouTube or TikTok. I think we're launching our first TikTok store in a couple of weeks, which I never thought we would be in a place to do, but it's a testament to where the sports got to. So I don't think the rights have changed. I think our approach to it has changed where we have the confidence because of the excitement around destinations like Las Vegas to shift our mindset. Like I say, we're not going to do it everywhere. We're going to pick specific places to test it, and Vegas for us for the last three years has served as that test testbed.(10:28):You'll see the collaborations alone that we do in the merchandise space we've not been able to replicate prior and we're proud of it. What we're doing there is giving us the confidence to deliver new partnerships across the sport. American Express is a prime example where they came in as a Vegas only partner, did a year of that, a year later became a regional partner, so they activated across the Americas and then a year after that became a global partner. So it's just showing that we can bring in these more consumer led brands, but also how we've shifted our mindset to be able to deliver against it.Damian Fowler (11:00):That happened very fast. It's kind of amazing. You touched on this a little bit, but the different audiences in the different markets. What have you learned after the first two years of hosting Grand Prix in the United States about American fans specifically?Emily Prazer (11:16):Just that you need to give them variety. They aren't going to come in and behave the same way as a traditional Motorsport fan that has been or has grown up with. The heritage of the British audience is a great example where I mentioned Silverstone goes on sale and sells out. We've had to adjust the product to make sure that we're very much catering to that audience and the programming around it, like we talked about, has been super important. People don't want to come just for one session, but they want the option to come and leave and go to a casino or go to a different show and what have you. So they're looking for all round entertainment, not just coming to watch the Formula One event, which we focus specifically on making sure that we deliver against.Damian Fowler (11:59):One thing that's interesting about Vegas as well is that it's a big draw for tourism globally as well and people fly in. So maybe that fan base is also kind of a mix of international and local.Emily Prazer (12:11):Yeah, well interestingly, we've seen the majority of our fan base come from Mexico, Canada, and within the United States. I think Vegas obviously is incredibly special that they cater to everyone. I think they have something like 150,000 hotel rooms that spam from five star all the way through, and so one of the things that we had to pivot from in the first year where we expected Vegas to be this really, really high end proposition was actually that we needed to cater for all different types of ticket package and hospitality package. So we've learned those differences. We thought that it would be very, very high end and mostly international. It's actually around 80% domestic, but drive in traffic and fly in traffic from other US markets in. Like I said, Canada and Mexico have been significant buyers of the Grand Prix and Vegas.Ilyse Liffreing (12:59):Very cool. I'm very curious what kind of feedback you've gotten so far from those fans, sponsors, broadcasters, anybody watching the sport in Vegas?Emily Prazer (13:09):Well, the sponsors love it because it's something different. Like I said, we put a lot of emphasis on the production. What we were all really surprised about was the quality of the racing. I think it has the most overtakes on the Formula one calendar, so that was something we weren't going to know until you can do simulations, but until you see cars going around the track in the first year, we didn't really acknowledge or understand how great the actual racing would be. So I think that was the biggest surprise around feedback and what the broadcasters and general audience have been quite positive about shifting. The mentality and mindset has been something that we're proud of, but it's all stemming from the confidence we've gained through promoting our own event.Ilyse Liffreing (13:47):When you look at success, what KPIs are you most interested in? Is it ticket sales or,Emily Prazer (13:54):I think it's all around halo effect for the sport ticket sales and revenue is obviously my ultimate goal. I'm the chief commercial officer of Formula One, so I don't think I can sit here and say otherwise, but brand extension and growing the fandom and being engaged, giving another touch point to the US audience when again, I mentioned Liberty bought Formula One in 2017, they were very clear that they had two very strategic objectives. One was growing the sport in the United States, the other was growing the sport in Asia and obviously Asia's taken a little bit longer for obvious reasons with COVID and what have you, but we're starting to see the momentum pick up again there. The US we heavily focused on signing Miami as a starting point as a partnership with the Miami Dolphins, which we're really happy with, proud of as they have shown us how to do it. Seeing how they put their event on before we even put on Vegas meant that we could really take their learnings. But yeah, the expectations are that we continue to grow it, that the production level remains incredibly high and that it's our tempo event in the Formula one calendar.Damian Fowler (14:55):Now, you mentioned the Netflix show Drive to Survive, and obviously there's been a lot of media around the importance of that show. Could you talk a little bit about the significance of that show, how it helps or not inspire marketing strategy?Emily Prazer (15:09):Yeah, it comes back to this always on point that I mentioned before, which is Formula One needs to be accessible for the next generation of fans to truly understand it and the next generation of fans care about the competitive nature of the racing, but they also want to understand the personalities behind the sport, and I think it gave us the opportunity to open up to be able to show who we all are. The technical terminology, the filming that went into that and the movie to be honest, has given us the opportunity to use that content to be able to explain what DRS means or what is the significance of each Grand Prix, what does it actually mean? So these drivers like the NFL, when a player puts on a helmet, it's hard to understand the emotion, but being able to get to know the drivers and the team behind the drivers, which is also incredibly important, has been really helpful in our marketing strategy.(16:01):But what it inspired was how do we talk to the different audience? Like I said before, you can't talk to that audience the same way that you talk to the 75-year-old fan that's been going to Silverstone since its inception. So a lot of it has been about how we change our thoughts around short form content and how we use different platforms. To talk to a different audience in different markets has just meant that we've had to learn how to engage and pivot from just broadcast on a Sunday to every minute of every day coming up with new ideas to talk to the fan base.Damian Fowler (16:34):That's pressure for sure. You also mentioned the different channels, and we do talk about a lot about how live sports is now available across many, many different channels and tech platforms are bidding next to traditional broadcasters. I wonder in the mix of things, and especially when it comes to the show and when you broadcast it, how important has that kind of explosion as it were of channels been?Emily Prazer (17:00):I mean we have been ahead on the curve on that somewhat for we are different. Formula One owns its own broadcast capability. We have an office or a building in the UK in Big and Hill and Kent for those that have been in London, been to Kent around London and it's incredible. We own and operate again the whole thing. So every camera, every fiber optic cable, everything you see at a Grand Prix is being produced by Formula One. We have remote operations at the track that go back to Big and Hill and we have 180 broadcasters globally. So we've always been slightly different to other mainstream sports in that regard because we produce our own show, which is helpful for us around sponsorship and what have you. But generally speaking, I think obviously the world is changing and we've got to make sure we keep up with it.Ilyse Liffreing (17:47):Looking forward, which marketing innovations, there's obviously a lot right now, but ai, contextual, programmatic, what excites you the most? Is there any digital marketing innovations?Emily Prazer (18:02):Yeah, I think AI is something that we are excited but cautious. Again, with the sport that's so technologically advanced, you've got to be thoughtful about how we use it. We also don't want to lock ourselves in one direction or the other. So we're doing a lot of work without Formula One has the most unbelievable roster of tech partners. If you think about Salesforce, AWS, Lenovo globin to name a few, they're going to tell us how to use AI to benefit our sport, not just commercially, but on the tech side. So we are very excited about it, not just from a marketing point of view, but from a just general point of view. How does AI benefit the sport? We're taking a massive amount of time to think about just general activations. I know that sounds kind of immature if you think about Formula One, but how do we bring different activity to the track outside of just races? I'm not sure if either of you saw what we did in Miami with Lego, where Lego built 10 full size cars for the drivers to race Lego cars around the track.Damian Fowler (19:05):I show my son that. That'sEmily Prazer (19:06):So cool. If you think about the content that that created around marketing, that was probably the most viral thing we've done in a very, very long time. So our marketing strategy at the moment is about solidifying the brand equity, making sure that we deliver against our partnership objectives and that we continue to grow our social platforms. I'm not going to say that we're not technically as advanced, but the data capabilities is all quite new to Formula One. Loyalty programs are all quite new to us, so for us, I keep coming back to it, but it's really about figuring out how to engage with the audience and have something to sell them. Again, we're a rights holder that doesn't have tons of assets to sell ourselves. We license a lot out, and so really it's about coming up with these creative ideas to be kind of 10 steps ahead of anyone else.(19:53):And I think we are in a very unique space. We're very lean, which means we can be very nimble. So when we're making a lot of these decisions, it's me going to Stefano who's the CEO of Formula one saying, how do you feel about us trying something like this? And that's again, where we link the Vegas piece together with the broader marketing strategy to continue to keep everyone engaged rather than it just being like a technical marketing play. Obviously we do that day in, day out, but I think for us it's the confidence we've got now to really push the boundaries and be the first to do a lot of different things, whether it be what we're doing in the broadcast around all of the different types of digital advertising and what have you. I think again, if you watch the races, you'll start to see that we are trying and testing new technologies in thatIlyse Liffreing (20:37):Way. And on that note, we talked a little bit before about the timing of the race in Vegas. InEmily Prazer (20:46):Vegas. Yeah.Ilyse Liffreing (20:47):Because it's a new time for you guys thatEmily Prazer (20:49):10:00 PM Yeah, we moved it forward from 10:00 PM to 8:00 PM which is great. I think a lot of people were struggling with how that's local time, right? Local time, yeah. When we first went to Vegas, the idea was that the timing would be in line with the boxing match or the show. So it wasn't done for any other reason than 10 o'clock on a Saturday night in Vegas is when typically you start seeing things happen. The difference being is that the distance or time you need to keep between certain amounts of sessions meant that it created gaps. So if there were delays that 10:00 PM could technically be pushed. And so we had our issues in the first year. We learned from those last year operationally delivered really well, but we still felt that it was slightly too late, hence the 8:00 PM start. So everything has shifted forward. We have F1 Academy this year, which we're really excited about, so that will, I think doors now open at 2:30 PM rather than four. So it means everything will be a lot earlier, but it's all for the show.Damian Fowler (21:48):And presumably you have a kind of global viewership as well, so that all impactsEmily Prazer (21:53):The trends. Yeah, I think it obviously will be beneficial to the east coast market, not so beneficial to the rest of the world, but we still feel good about the viewership numbers and what we're seeing. SoDamian Fowler (22:03):The true fans willEmily Prazer (22:05):Watch you, right? If not next. Exactly. Hands always come through. Exactly.Damian Fowler (22:08):Alright, so we've got some kind of quick fire questions here to wrap this up. So first off, what keeps you up at night in the lead up to this?Emily Prazer (22:16):Everything in the lead up? The lead up. I'm not sleeping at all my first year as A CEO, I think last year it would've been ticket sales. This year it's probably just security and all round operations. So as my role has expanded on the Vegas race particularly, it's just we are opening and closing the track every three hours. It's not like other street races keep their roads closed for up to seven days. We are having to keep it open and close it regularly. You're in one of the busiest roads in North America, so we don't really have much of a choice and we don't want to impact the locals any further. So I think it's just being responsible for the logistics is scary.Damian Fowler (22:58):Wow. I agree. Closing the road down is like mind blowing.Emily Prazer (23:00):Yeah, it is genuinely mind blowing. If you go to Vegas now, you can see that things are still are on their way to being built and it's like, oh wow, this is happening.Ilyse Liffreing (23:10):That is scary. I'm scary for you. What would you say is missing in the US sports sponsorship marketplace that you would love to see happen?Emily Prazer (23:19):Ooh, good question. I haven't thought about the answer to that. That's a hard one. I'm going to have to sit on that one for a minute. Don't worry. Yeah, I mean I can't speak for, I can only really speak for my sport, but I'd love to have the same access to the teams that N-F-L-N-B-A have as the rights holder. We definitely don't get to just sell the team IP as we see fit. We have something in Formula One called the Concord Agreement, which means that we have some restrictions there. But yeah, let me have a think about the broader space. Sorry. I like that answer One hit me.Damian Fowler (23:52):That's a good answer there. We can circle back and do it again if you want, but I like that to be honest. Okay. So which other sports or entertainment brands do you think are nailing their brand positioning right now?Emily Prazer (24:03):I think the NBA and the NFL, they just do it so unbelievably well and they have fandom here. I've never witnessed in the UK you very much see the fandom around a specific team. Here you see genuine fandom around the NFL. And what I love as a Brit in the US obviously is I still can't believe how each of the TV channels cross-promote each other for other games. So you'll be watching Fox and they'll be like, tune into CBS to watch this game. And you're like, oh wow. They really do do it for the greater good of the league. We would obviously it's different. We don't have multiple games in Formula One, but if I think about it in comparison to the Premier League, you really do follow the team. If I'm a Chelsea fan by the way, but I would watch Chelsea, I wouldn't then flip channels to watch Man United in the us.(24:57):I find myself on a Sunday watching three or four games and I'm like, I'm not even your core audience. It has to be something to do with the marketing that it's always there telling me what to do, telling me how to watch it. And I really admire, maybe this is actually the answer to the previous question. I actually admire how good they are at getting in my head because I think about it, I'm like, what games are on a Sunday or what playoffs are happening in the NBA and I go to watch it because it's there. Whereas like I said, premier League, as much as I'm a huge Chelsea fan and grew up with it, you just don't seem to be able to follow it like that.Damian Fowler (25:35):Yeah, that's very interesting. Would you say you were an NFL fan before you came to theEmily Prazer (25:39):Us? No, not at all. Didn't know the rules and now I'm like hardcoreDamian Fowler (25:42):Because of the marketing, I guess.Emily Prazer (25:43):Wow. Must be. They just got in my head.Damian Fowler (25:46):Amazing. Yeah. And that's it for this edition of The Big Impression.Ilyse Liffreing (25:54):This show is produced by Molten Hart. Our theme is by love and caliber, and our associate producer is Sydney Cairns.Damian Fowler (26:01):And remember,Emily Prazer (26:02):We've had to learn how to engage and pivot from just kind of broadcast on a Sunday to every minute of every day coming up with new ideas to talk to the fan base.Damian Fowler (26:13):I'm Damian. Ilyse Liffreing (26:14):And I'm Ilyse.Damian Fowler (26:14):And we'll see you next time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dell Technologies has unveiled enhancements to the Dell AI Factory designed to simplify and accelerate the enterprise AI journey. These portfolio additions boost performance and automation for AI workloads while removing bottlenecks, delivering greater control with integrated, resilient on-premises infrastructure. Why it matters In today's digital landscape, organisations increasingly rely on AI to stay competitive and foster innovation. The momentum is clear with 85 percent of enterprises planning to move AI on-premises within the next 24 months. Seventy-seven per cent of those seeking AI are looking for one holistic infrastructure vendor to provide capabilities across their AI journey. Dell's expanded portfolio addresses these needs with the industry's broadest end-to-end AI portfolio designed to streamline AI adoption and deliver impactful results. Simplified and automated AI journey The Dell Automation Platform, now expanded to the Dell AI Factory, will deliver smarter, more automated experiences by deploying validated, optimised solutions with a secure framework. This approach will produce repeatable outcomes, eliminate guesswork, and help unlock the full potential of AI-driven use cases across Dell's ecosystem of technology partners. Key advancements include: Software-driven tools like the AI code assistant with Tabnine and agentic AI platform with Cohere North are now automated, getting AI workloads into production faster, streamlining operations and enhancing scalability. Dell Professional Services provide turnkey interactive AI use case pilots using real customer data to validate business value ahead of scaled investments. These expert-led pilots offer a hands-on preview for experimentation with clear success metrics and KPIs, delivering tangible ROI. Breakthrough performance and efficiency for AI workloads Enhanced Data Management: How organisations manage, secure and scale that data will separate the winners from the laggards. Updates to Dell PowerScale and Dell ObjectScale, the Dell AI Data Platform's storage engines, boost performance, scalability, and data discovery capabilities. Dell PowerScale will soon be available as an independent software license on qualified Dell PowerEdge servers like the Dell PowerEdge R7725xd. This news is the latest in Dell software-driven storage innovation following the announcement of a new software-defined Dell ObjectScale. These new Dell PowerScale and Dell ObjectScale configurations will help organisations like cloud service providers realise even greater AI performance while having the flexibility to adopt the latest server and networking technologies to meet infrastructure needs. Dell PowerScale parallel NFS (pNFS) support with Flexible File Layout will enable two-way communication between the metadata server and client, allowing for better parallel distribution of data across multiple nodes in a PowerScale cluster. Deliver significant throughput, performance gains and linear scalability with parallel I/O across multiple pathways. This update is designed to provide increased parallelism, delivering massive scalability and throughput tailored for demanding AI workflows. Dell ObjectScale AI-Optimised Search offers two complementary AI-optimised search capabilities for Dell ObjectScale storage - S3 Tables and S3 Vector. These two specialised APIs provide high-speed access to complex data stored directly on ObjectScale to support analytics and key AI workloads like inferencing and retrieval-augmented generation (RAG), empowering faster decision-making and easier storage, retrieval and search of expanding datasets. PowerEdge Innovations: Dell PowerEdge servers provide the foundation for enterprise AI, delivering faster training, distributed inference and reduced time to insights - all while offering flexible cooling options to align with diverse enterprise strategies: Dell PowerEdge XE9785 and XE9785L are purpose-built for next-generation AI and HPC workloads. The air-cooled XE97...

What if the key to business success wasn't just hitting KPIs, but creating a legacy where people feel seen, heard, and inspired to grow? This episode of "Boundary Breakers" is a masterclass in leading with purpose from Mark Mears, former exec at McDonald's, PepsiCo, and The Cheesecake Factory, and now the visionary behind LEAF Growth Ventures.

Welcome to this bonus podcast episode! When it comes to KPIs, studio owners typically fall into extremes. They either track everything and get overwhelmed—or nothing at all and are unaware of the true health of their business. In Episode 688: The KPI Blueprint: What Boutique Fitness Owners Actually Need to Track, Alina Cooper and Heather Garrick identify exactly which metrics are critical to watch.   Leverage leads: check how many, where they're from, conversion and time to purchase Check your pulse: study retention and churn rates as the heartbeat of your business Monitor the money: know your monthly recurring revenue, expenses and profit Know their worth: calculate your client's average lifetime value, which drives revenue Make it happen: schedule a weekly KPI hour to identify issues and monitor trends   When you keep eyes on the right data as a studio owner, you get valuable insights to make informed decisions. Unlock power and peace of mind in Episode 688.   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/

In this episode, Chance Johnson, Chief Commercial Officer at Nexxen, joins AdTechGod to discuss how the company is reshaping the advertising landscape through trust, transparency, and innovation. From bridging the gap between buyers and sellers to empowering advertisers with interoperable tools, Chance shares insights on how Nexxen is helping redefine efficiency and collaboration in the ad tech industry. Takeaways Building trust and transparency is essential to bridge the gap between buyers and sellers in ad tech. Nexxen's interoperable platform enables collaboration and shared success across the ecosystem. Clear insights and data-driven tools empower smarter, outcome-based decision-making. In-housing ad tech provides control but brings high operational and financial demands. White-glove client service sets Nexxen apart in delivering responsive, hands-on support. SSPs play a vital strategic role beyond the “reseller” label in driving publisher value. The outcomes era signals a smarter, more transparent, performance-focused industry. Chapters 00:00 Chance Johnson joins the AdTechGod Pod and shares his journey to Nexxen. 03:30 Building trust and transparency between buyers and sellers. 06:40 How Nexxen empowers advertisers with interoperable tools. 09:00 Discussing the evolution of the web and convergence in ad tech. 11:30 Adapting to rapid change and leveraging new technology. 14:45 The pros and cons of brands in-housing their ad tech. 17:00 Nexxen's white-glove service and client success approach. 19:15 The Trade Desk's “reseller” label and its market impact. 23:10 The rise of outcome-based advertising and smarter KPIs. 24:40 Closing reflections on innovation and the future of ad tech. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Dr. Steve Vargo returns to talk about a topic many ODs quietly struggle with: the role of sales in patient care and practice performance. Inspired by a recent post he shared on LinkedIn, we explore why certain KPIs feel frustrating to improve and how a simple shift in perspective can change the way doctors think about influencing patient outcomes. Steve and I discuss the stories we tell ourselves about what "selling" means, why the word carries so much baggage in healthcare, and how a reframed definition can open the door to clearer communication and better patient experiences. We also look at how asking better questions—rather than doing more talking—can transform the way patients make decisions in the exam room. If you've ever felt conflicted about the idea of sales in your practice, or if you're looking for more effective ways to guide patients toward the care they need, this conversation offers a refreshing and practical lens on a topic that's often misunderstood. With that introduction, I hope you enjoy my conversation with Dr. Steve Vargo, OD.   Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

"It's just too complicated. Just too complicated, which kind of comes when you are late to the game in planning, you don't involve your team, you don't check your assumptions, you don't have a plan in place."Bradley shares his biggest annual planning mistakes from his early years as a business owner and walks through the exact step-by-step process he now uses with clients to create effective, executable annual plans. Plus, he invites you to join the free 2026 Annual Planning Workshop on December 2nd.Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure...

No matter how great your CDI program is—its spectacular workflow, outstanding chart review team, on-point KPIs, shiny new AI tools—nothing works if you don't have engaged physicians. It still all comes down to provider engagement. Without a physician staff who is bought in and willing to participate and document with specificity in the health record, all these efforts are for naught.  But with great engagement, great things are possible. So where are we today with the big daddy of all CDI topics? Joining me on this episode of #OTR are two physicians with considerable experience and plenty of war stories. Trey LaCharite, Medical Director for CDI and Coding and Clinical Associate Professor for University of Tennessee Medical Center, and Vaughn Matacale, director of the physician advisor group for ECU Health in North Carolina, open up for a frank, no-holds barred discussion on the following topics:  What is overrated when it comes to provider engagement--and what is underrated? The best high-tech solution each recommends, and a great low-tech solution that stands the test of time. An ultimate success story winning over a difficult provider or service line. Notable failures others can learn from. RUSH reunion tour in 2026—yay or nay? Spoiler alert: Of course the answer is yes... And other fun stuff you really shouldn't miss... 

Send us a textThe salon industry is shifting faster than most owners realize. In Part 1 of our 2026 Predictions series, we talked about education, AI, and client expectations. In Part 2, we're diving into the structural issues shaping the next chapter of our industry: employment models, salon operations, and profitability.This episode explores why certain business models will struggle, why others will grow, and what forward-thinking salon owners must build now to remain relevant and profitable.We break down the rental bubble, the future of commission salons, the implosion of hybrid models, the comeback of apprenticeships, the KPIs that finally matter, and why pricing must shift from emotion to math.If you're a salon owner, renter, future owner, or someone watching the industry and wondering where you fit in — this episode will help you see the landscape clearly and prepare your business for what's coming.Your business should serve you so that you can serve others — but that requires purpose, structure, and leadership. Let's build the future intentionally.Key TakeawaysGreat stylists are built through consultation, listening, and consistency — not just skill.Big salon problems are almost always a stack of small problems that went unaddressed.The rental bubble is correcting — not because rentals are bad, but because renters aren't equipped.Commission salons without innovation, systems, or leadership will continue to fail.Hybrid models will implode as states tighten enforcement and salon culture fractures.Apprenticeships will surge — they produce stronger stylists, culture buy-in, and retention.Licensure does not guarantee professionalism; businesses create standards, not boards.Culture and stability become major differentiators for stylists seeking long-term homes.Pricing must shift from emotion → math + cost-to-deliver + profit margins.Leadership — communication, feedback, coaching — becomes the salon owner's most valuable skill.Purpose drives performance: clarity → trust → buy-in → growth.Time Stamps00:00 — Welcome + Part 2 focus (models, operations, profit) 01:00 — Preview of Part 3 02:00 — Opening Takes (good stylists, stacked problems) 05:30 — Why “everyone wants to rent” is a symptom 07:00 — Rental bubble reality + why many renters struggle 10:00 — Commission salons: why they fail + what must change 13:00 — Hybrid model collapse (culture, operations, compliance) 16:00 — Apprenticeships return + why they outperform school 19:00 — Licensure misconceptions + professionalism gaps 21:00 — Culture + stability become key differentiators 23:00 — Why people really leave salons (not money) 24:00 — Profitability + flexibility can coexist 26:00 — Foundations: mission, vision, values 29:00 — Systems replace guesswork 30:00 — KPIs mature: beyond rebooking/retail 33:00 — Pricing becomes math, not emotion 37:00 — Specialists outperform generalists 40:00 — Leadership becomes the owner's highest-value skill 45:00 — Purpose drives performance + closingLinks and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website

Wultra provides post-quantum authentication for banks, fintechs, and governments—protecting digital identities from emerging quantum computing threats. In this episode, Peter Dvorak shares how he broke into the notoriously closed banking ecosystem by leveraging his early experience in mobile banking development. From navigating multi-stakeholder enterprise sales to positioning quantum-safe cryptography when the threat timeline remains uncertain (consensus: 2035, but could accelerate), Peter reveals the specific strategies required to sell mission-critical security infrastructure to regulated financial institutions. Topics Discussed How post-quantum cryptography runs on classical computers while protecting against quantum threats Why European banking regulation drives global authentication standards The multi-stakeholder sales process: quantum threat teams, CISOs, CTOs, and digital product owners Conference strategy and analyst relationships (Gartner, KuppingerCole) for category positioning Banking budget cycles and why June/July approaches fail Breaking the "who else is using this?" barrier with banking-specific proof points Positioning as the only post-quantum cryptography provider for digital identity in banking GTM Lessons For B2B Founders Layer future-proofing onto immediate ROI: Post-quantum cryptography doesn't require quantum computers to function—it runs on classical infrastructure while providing superior security. Peter sells banks on moving from SMS OTP to mobile app authentication (tangible, immediate benefit) while positioning quantum resistance as migration insurance: "You won't have to rip-and-replace in three years." For emerging tech, anchor value in today's operational wins, not future scenarios. Give struggling departments concrete wins: Large banks have quantum threat teams tasked with replacing every piece of software by 2030-2035. Peter gives them measurable progress: "We move you from 5% to 10% completion on authentication and digital identity." These teams need defensible projects to justify their existence. Identify which internal groups are fighting for relevance and deliver projects they can report upward. Banking references are binary gatekeepers: Every bank asks "who else is using this?" Non-banking customers (telcos, gaming, lottery) don't count—banking regulation and systems are fundamentally different. The first banking customer is the hardest barrier. Once cleared, subsequent conversations become tractable. Budget aggressively to land that first bank, even at unfavorable terms. Respect the annual budget cycle: Banks allocate resources 12 months ahead. Approaching in Q2/Q3 means budgets are locked—even free POCs fail because internal resources are committed. Peter's pipeline strategy: build relationships and maintain visibility throughout the year, then activate when budget windows open. Don't confuse market education with active pipeline. Map and sequence multi-stakeholder buys: Authentication purchases require alignment across quantum threat teams (if they exist), cybersecurity/compliance, CTO/CIO (infrastructure acceptance), and digital product owners (UX concerns affecting their KPIs). Start at director level—board executives are too removed from technical details. Research each bank's org structure before engaging, then tailor sequencing. EU regulatory leadership creates expansion vectors: European regulations like PSD2 and strong authentication requirements get replicated in Southeast Asia, MENA, and other regions. Peter benefits from solving EU compliance first, then riding regulatory diffusion. The US remains fragmented with smaller regional banks still using username/password. Founders should analyze which geographies lead regulatory adoption in their category. Maintain composure through 18+ month cycles: Peter's regret: losing his temper during negotiations cost him time. Banking doesn't buy impulsively—sales require patience through lengthy security reviews, compliance checks, and committee approvals. Incremental progress and rational positioning matter more than aggressive closing. Emotional control is operational discipline. // Sponsors:  Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role.  Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Episode Summary In this strategic and energizing episode of Dental Drill Bits, Dana and Sandy unpack one of the most overlooked drivers of practice stability and growth, your annual planning session. Together, they walk through the questions, metrics, team conversations, and leadership decisions that set the tone for a productive, organized, and profitable new year. Sandy shares her trusted framework for evaluating practice performance, identifying bottlenecks, and turning missed opportunities into measurable goals. Dana breaks down how to communicate the importance of an annual planning meeting to your team—even if you haven't done one in a few years. From KPI awareness and production forecasting to team agreements, CE planning, and SOP check-ins, this episode gives practices everything they need to create a clear, motivating roadmap for 2026. If you want to stop drifting into the new year and instead design it—this episode is your guide. Show Notes In This Episode, You'll Learn: Why most practices drift into the new year unprepared—and how to fix it The must-track KPIs for evaluating your year-end performance How to hold a productive annual planning meeting (without turning it into a gripe session) What your team really needs to contribute meaningful input How agreements, policies, and SOPs eliminate frustration and set expectations How to turn dropped statistics into 2026 wins Why tracking new patient sources matters more than ever How to anticipate "slow" months and outflow your way into a full schedule CE planning and skill inventories for every position The importance of setting daily and hourly production goals Updates your website and systems may be overdue for The role of communication in shaping team culture and patient experience Episode Sponsors Identity Dental Marketing Looking to stand out in a crowded market? Identity Dental Marketing builds brands that convert.

Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review What if you could make more money without adding more work, more stress, or more customers? In this episode, Steve breaks down three overlooked levers that can grow your profit and cashflow without scaling your team or chasing more revenue. You'll learn how just small tweaks can dramatically increase your bottom line, even if you don't want to grow right now._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Message me your 'Takeaways'.We challenge hustle culture and show why business coaching without life coaching leaves men successful yet empty. We map a practical framework to measure ROI in energy, clarity, and peace so growth stops taxing your health and relationships.• key differences between business and life coaching • why hustle culture normalises dysfunction • life audit vs business audit and scorecards • measuring ROI in energy, clarity and peace • habits, identity and self-leadership as leverage • KPIs for hours, recovery, communication and focus • therapy vs coaching and when each serves you • investing in coaching and choosing the right format • the men that can method and seven life domains • playing the long game without losing yourselfTake the free self-leadership scorecard in the show notes below Book a call with me. No pressure, just an honest chat about how you want to live your life moving forward.Hit the subscribe button, drop your thoughts in the comments belowStep into 2026 with clarity, confidence, and direction. My one-on-one coaching is a high-performance transformation across health, mindset, relationships, and leadership. Only 2 spaces open at the end of this year. Apply now before they're gone:APPLY NOW Support the showTake the "Self Leadership" Scorecard: HERE Follow Lachlan:Instagram: https://www.instagram.com/lachlanstuart/YouTube: https://youtube.com/@lachlanstuart91Website: https://themanthatcanproject.com/Newsletter: https://lachlan-stuart-tmtcp.ck.page/profileDo Something Today To Be Better For Tomorrow

What does it say about the future of work when AI competency starts to feel as expected as basic reading? That question sat with me throughout my latest conversation with Artem Kroupenev, VP of Strategy at Augury, who returns to the show with a perspective that lands with fresh clarity. Workforce costs remain high, industries are shifting, and the job market continues to reset its foundations. In that environment, Artem argues that AI literacy is no longer something ambitious candidates use to stand out. It is becoming a baseline expectation that employers will quietly assume. The way we talk about skills is changing, and the speed of that shift matters. Across our discussion, Artem reflects on how this transition is unfolding inside factories and industrial operations, where Augury has spent the last decade building predictive machine health systems. He describes a world where AI takes on tasks, not entire roles, and where the real opportunity for workers sits in judgment, collaboration, and the kind of problem solving that software cannot replicate. He highlights patterns from the SOPH 2025 data that show strong confidence across manufacturing leaders, yet also reveal a gap between optimism and real capability. It paints a picture of an industry moving quickly, yet still learning how to measure and translate AI value into outcomes people can trust. What struck me most was how Artem links mindset to readiness. Individuals who treat AI as a companion in their daily workflow, rather than a novelty to test occasionally, start building the fluency that future roles will quietly demand. Employers who approach AI simply as a tool upgrade often overlook the harder work of reshaping processes, KPIs, and expectations. And the organisations that fail to adapt risk widening the gap between AI empowered and AI hesitant teams, something Artem believes will show up in hiring, competition, and long term viability. This conversation looks beyond the usual headlines about automation and considers what the next five years might actually feel like for people joining the workforce or leading teams through change. If AI becomes as expected as reading and writing, what does that mean for education, career paths, and employer responsibility? I would love to hear your view. Tech Talks Daily is Sponsored by NordLayer: Get the exclusive Black Friday offer: 28% off NordLayer yearly plans with the coupon code: techdaily-28. Valid until December 10th, 2025. Try it risk-free with a 14-day money-back guarantee.

In episode #329, Ben Murray, The SaaS CFO, breaks down the growing debate around SaaS economics versus AI economics. A recent post claimed that “SaaS metrics are broken” and that traditional KPIs no longer apply to AI companies. Ben challenges this idea and walks through why recurring revenue metrics still matter, how revenue models differ across SaaS and AI, and what CFOs need to understand about gross margin, unit economics, and total addressable market. Key Topics Covered Why claims that SaaS metrics are “broken” are inaccurate The difference between SaaS economics and AI economics Why recurring revenue metrics still apply to AI companies How subscription versus usage revenue impacts KPI calculation Gross margin expectations for SaaS vs. AI companies Whether AI companies truly generate more profit per customer The role of absolute profit versus per-customer economics How AI may expand TAM by targeting labor budgets, not just software budgets How Agentic AI affects financial modeling and cost structures Using ROSE (Return on Software Employees) to evaluate AI-driven ROI What You'll Learn Why SaaS metrics still matter for both SaaS and AI companies How CFOs should evaluate margins, ARR, and revenue quality in AI models The difference between rate-based economics (ARPA, ACV) and volume-based economics (absolute profit) How to think about financial strategy when transitioning from a pure SaaS model to an AI-embedded product model How to assess realistic AI unit economics instead of relying on hype Who This Episode Is For SaaS CFOs and finance leaders evaluating AI investments Founders embedding AI into their product and adjusting their financial models Operators who want a grounded understanding of real AI economics Investors assessing how AI shifts revenue models and margins Related Resources Ben's upcoming deep-dive blog post on SaaS vs. AI economics: TheSaaSCFO.com SaaS Metrics Foundation course for mastering KPI's, ARR, MRR, and unit economics: https://www.thesaasacademy.com/the-saas-metrics-foundation ROSE metric framework for analyzing AI-driven productivity and financial systems: https://www.thesaascfo.com/saas-rose-metric/

Welcome back! After 4 incredible years, Eye On Franchising is officially becoming the Franchise Fit Podcast — because it's ALL about finding the right franchise fit.And today's episode is a MUST-WATCH.We're talking fake grass… real cash.

In this candid solo episode, Bradley Hamner challenges one of the most popular concepts in business literature: the idea of the CEO as "visionary" with an integrator handling everything else. While books like Traction and Rocket Fuel have made this framework wildly popular, Bradley argues it's not realistic for small business owners—and explains why execution matters just as much as vision.If you've ever felt pressure to be the visionary who just "visionates all over the place" while someone else does the real work, this episode is your permission to embrace a more practical approach to leadership.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising,...

Welcome to episode 305 of Grow Your Law Firm, hosted by Ken Hardison. On today's episode, Ken welcomes Raquel Gomes, Founder and CEO of Stafi, a virtual staffing company revolutionizing how law firms operate. With a background in psychology, corporate America, and technology, Raquel brings a unique perspective to leadership and sustainable growth. Her company was born from her own journey—balancing the demands of a high-powered career with motherhood and the desire for a more fulfilling life. Today, Stafi supports hundreds of law firms across the U.S., providing highly skilled virtual assistants, customized training, and hands-on coaching to help firms scale efficiently without sacrificing quality or well-being. What you'll learn about in this episode: Offshore Staffing for Growth - How virtual teams can cut labor costs and free up marketing budgets - Why effective delegation is key to scaling law firms sustainably Training and Support that Drive Results - Inside Stafi University's 800+ certifications tailored for PI firms - How coaching, KPIs, and emotional support enhance performance and retention Data Security and Confidentiality - How Stafi ensures compliance through advanced vetting, cybersecurity, and monitoring - Building trust with virtual teams through transparency and accountability The Role of AI in Staffing and Operations - Why AI won't replace humans—but will replace humans who don't use AI - How Stafi's coaches ensure proper adoption of firm tools and automation systems 24/7 Intake and the Future of Legal Operations - How Stafi Live helps firms close more leads through empathy-driven communication - Why offshore staffing and AI integration are essential to remain competitive in 2026     Resources: Email:  raquel@getstafi.com Website: getstafi.com LinkedIn: linkedin.com/in/raquel-gomesstafi/ Facebook: facebook.com/GetStafi Instagram: instagram.com/getstafi Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

Helping your Cannabis clients raise capital requires more than just crunching numbers… it's about understanding what investors truly value. In this episode, DOPE CFO Certified Advisor Raymond Guns, CPA, speaks with Dr. David Cunic, Founder of UCS Advisors, to uncover the secrets to successful capital raising in the Cannabis industry.What You'll Learn:-  Gain insights into the KPIs, benchmarks, and data trends that investors prioritize- How to guide your clients through investor outreach and timeline management- How to help your clients avoid common pitfalls and save time during the capital-raising processWhether you're advising new Cannabis entrepreneurs or established operators, this episode provides the tools you need to help your clients secure funding and grow their businesses… while positioning yourself as an expert Cannabis CFO.

Let me introduce you to Rich Porter. Rich has probably systemized his systems for searching for self-storage opportunities better than anyone I know. He will show you in this episode what he does. He will also share his contact information in the event you want him to do this on your behalf or get on his email list to look at deals he finds. For those of you that want to set your own prospecting systems up, Rich generously shares what he does, and you can take however much of it you want and set up your own. Let's meet him now. **Self-Storage Turnaround Playbook** https://creatingwealththroughselfstorage.lpages.co/episode-476-four-steps-i-use-to-revive-a-self-storage-facility-non-fb/ **Startup Checklist** https://creatingwealththroughselfstorage.lpages.co/episode-475-self-storage-startup-checklist-4-steps-owners-miss/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **The 4 Critical Metrics Download** https://creatingwealththroughselfstorage.lpages.co/episode-474-4-critical-metrics/ **Five Mistakes PDF* https://creatingwealththroughselfstorage.lpages.co/episode-473-5-mistakes-new-owners-make-in-self-storage/ **Q1 2026 Virtual Self Storage Bootcamp Sign Up** https://creatingwealththroughselfstorage.lpages.co/2026-q1-live-virtual-bootcamp/ **December 6, 2025 Fast-Track Your Self-Storage Success — Free Live Webinar** https://creatingwealththroughselfstorage.lpages.co/2025-q4-webinar/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** ** 5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

When it comes to assessing practice success, understanding various returns on investment is critical. Kiera and Kristy explain what the Dental A-Team is looking for when it comes to understanding the success (or lack thereof) of various investments. They specifically touch on the power of five different KPIs that'll keep your practice in line. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: K iera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today it's the KK podcast. Kiera and Kristy hanging out today. Kristy, how you doing today?   DAT Kristy (00:10) Good, it's a good day.   Kiera Dent (00:12) It's a great day. you like, I feel like I want to like KK. I mean, it's not, it's only two K's everybody listening, but I feel like it's like the Kit Kat. I don't know. It feels kind of like that between you and me. don't know why, but yeah, double the, or we could be like double mint, like double the flavor, double the fun. It's Kieran Kristy on the pod. Like there's just the two of us cause there's no other K names in the consultant world. It's just Kieran Kristy. So I mean, we got   DAT Kristy (00:36) That's right.   Kari and Kristy, you got it.   Kiera Dent (00:40) Kiera and Dana, so that could be my initials, cute. Then there's Kiera and Trish, but there's Trish and Tiffanie. Then there's Kiera and Brittany, no BS, Britt, she's on her own realm. And then we've got Monica. So, see, it's the two Ks, it's the double the, like, we're just gonna have fun here. Like, you get two of us, two brilliant brains. And believe it or not, Kristy and I actually might just be rivaling for like some of the biggest gains this quarter, so.   DAT Kristy (00:55) Yes, it does.   Kiera Dent (01:07) ⁓ not that we're here just for gains on clients, but Kristy does give me a run for my money, which all the consultants do. And Kristy's just like, she's, she's coming on hot this, this quarter. So I thought it'd be really fun, Kristy, for us to kind of dig into. Like either quarterly or twice a year annual reviews that we kind of do with clients and how you assess it. And we show the ROI that clients are getting, just cause I think it's important for clients to see like, what should you be assessing in your practice quarterly or two times a year?   How's the practice going? And Kristy, I think you're really, really strong in this. And I think you're really talented at looking at the practice and about their numbers and about, like, you love that. You and I will geek about numbers all day long, which is why it's the KK club, the KitKat club. Like we're here for the numbers. We're here for the fun. ⁓ But yeah, Kristy, kind of take it away of how do you set this up? What do you look at with clients when you're assessing their practices? Because always client style is like, I want ROI on consulting. And you do like,   amazing job at showing that ROI. So kind of take it away of what do we look at? How do we determine ROI? And I know this is your jam. This is what you love to do.   DAT Kristy (02:15) I love it. You're right. I do. You know, we all.   Kiera Dent (02:18) Do hear that little   giggle? I hope everybody heard that. Like that's Kristy's like. Kristy lives for this stuff and it makes me so happy because I do too. Like it's fun. It's fun to get the gains.   DAT Kristy (02:28) Yeah,   absolutely. Well, you and I have talked about this before. So many doctors just look   their bank account to see if they're on track or off track. And it's such a false sense of security looking at or lack of security, one of the two. with that being said, ⁓ there truly is like five   Kiera Dent (02:36) you   Mm-hmm.   DAT Kristy (02:48) KPIs that we're going to look at. And a couple of them are lag measures. A couple of them are lead measures.   ⁓ first view would be production net production collections. Yeah.   Kiera Dent (03:01) Yeah, don't even get into that gross. We don't want gains that are fake all y'all, okay? Like get   out. ⁓ Jason and I were talking the other day about guys, there's this, okay, Kristy, I'm gonna go on Tanger for a second. There's this really attractive actor on this show we're watching and I'm like, truly I was so disappointed when they kind of cut him from a couple episodes. I was like, no, she's gotta get back together with this guy because he's so good looking. And my husband and I, we look, because he looks pretty short.   DAT Kristy (03:13) you   Kiera Dent (03:28) So I like scoped him and I was like, how tall is this guy? And he says he's six foot and Jason's like, there's no way he's six foot. He's like, but do you ever hear some guy come in and they're like, yeah, I'm like 5'11". He's like, no, they all push them to the six foot. And I feel like that's what gross production is. It's like all of us are like, yeah, like I'm basically six foot. Yeah, I'm basically like a millionaire. Yeah, I'm basically there. Like, so we're talking, no, get out. We're here for like actual gains that you're actually getting net production.   my little side tangent, it's okay. It's okay if you're 5'10". It's okay if you're 5'9". It's okay if you're 5'11". We in production want to know the real number that we can actually collect, not the artificial one that makes you feel good when you're chatting with friends. You can fluff your height, but don't fluff your production.   DAT Kristy (04:15) love that 100%. So we got the net production and then the collections,   Kiera Dent (04:16) you   DAT Kristy (04:22) dollar for dollar percentage. Obviously we want them to be 98 % or higher. And then on the flip side, where are we diagnosing? What's our case acceptance? And so many people just look at the percent of case acceptance, but I also want to look at the dollars of what you're diagnosing because is it enough to reach your goal?   you know, where's your profit point at and what do we need to hit? Because we can celebrate 100 % case acceptance, which I don't think anybody ever has 100%, but you know, if you're getting 50 % case acceptance, which is still a very good percentage, 50 % of what? If we need to hit 150 every month and we're only hitting 100, it's not enough to get us there. So those would be the main five KPIs that   ⁓ tell us the health of your practice, right? And go ahead, care.   Kiera Dent (05:18) I   was gonna say, and Kristy, as you said that, diagnosing, don't think people realize is as important as it is. For whatever goal you wanna hit, there's a industry standard that you need to diagnose three times what you wanna produce. So if you wanna produce 100 grand, you need to be diagnosing 300,000 minimum to be able to get there, and you better hope you've got a great treatment coordinator who can close. And this is actually like...   I'm gonna like give a little secret away that we'll see if people are smart enough to pick up on in future years. This is the number one thing I actually look for in a consultant. I look to see, do an interview, we give them some stats and if a consultant cannot pick up this practice like without fail, they come in and they wanna talk block scheduling, they wanna talk other things. But I need a consultant to be able to see that a lot of times the reason a practice is not hitting their goals is due to a lack of diagnosis. And another reason we do that is because   Kristy and I are not dentists and we're not here to tell you how to diagnose. We're just here to help you see that based on industry standards and what you should be diagnosing of a healthy practice. If you're not getting enough diagnosis and doctors, you've got to hear this. If you are not diagnosing enough, this is a doctor issue and we're not saying to overdiagnose, but you have to diagnose enough. If you're not diagnosing enough and there's not enough treatment coming through, your practice will not grow. And that's not your team's fault. That's a you problem.   And so making sure that you, your hygienist, you use AI, but Kristy, I'm so glad you brought that up because production collections are always easy. But what impacts that, like you said, is the diagnosis, then the case acceptance, the new patients. And that's where it says lead and lag. Like everybody's looking at the lag of production collection, but it's like, what did we do to get there? And Kristy, I love that you bring these five things up every single quarter, every single, like twice a year with your clients, because people don't realize your bank account is a lag measure.   of what you've been doing in the practice. And then like another one is your overhead and what are you spending? Because if those things are in check, but we're spending everything we're making, we're not saving for taxes. Well, yeah, that's a real fun moment. Your bank account's really gonna look bleak, even if everything's working in the practice. So I really hope people take note because it's such a good thing for people to be aware of.   DAT Kristy (07:09) .   Absolutely. to that point, Kiera, like so many people think if that number isn't where they want it, let's go get more new patients. And then they want to spend more money on more new patients. And nine times out of 10, this is exciting time of the year because we're halfway through the year. Take a look at what you did treatment plan. I mean, I see a lot of practices, you know, let's for easy math, they're diagnosing a million dollars and we've closed 500,000. Holy cow. Even if you captured, you know,   percent of that difference like what would that mean to your bottom line and this is a perfect time to take a step back and go my gosh we have five months left in the year what would that look like break it down chunk it down to simple   pieces that your team can digest and you guys have fun with it. It's all about getting patients healthier. Let's face it, you're not diagnosing things patients don't need. So let's go get it. Let's get our patients healthy and gamify it. See one more crown a day or one more implant a month. What is it? Right?   Kiera Dent (08:35) Yeah. And Kristy, I think something you do so well that I hope people heard is you're not going for the big gains. You're going for the little like squeeze the juice, like get the last bit of toothpaste out of the tube of toothpaste. And I don't think people like that's not sexy. It's like, hey, I heard this podcast that I'm supposed to like go look at these small things versus we're getting all these new patients and we signed up for marketing. Well, but like this is where the elite practices shine. This is where the like really superior   Practices go people are like here. How do you do it? How do you guys like add? 20,000 40 that I Kristy I was looking at some of your stats girl. You're like, like I said, I love a good hustle and some of your practices you're adding like 50,000 a month to their practices and that's Incredible and people like how you do it Kristy's literally telling you it's through squeezing the tube of toothpaste in these small little moves that actually are not that hard going and getting new patients and signing up for marketing and all that that to me is actually hard fixing your diagnosis   getting your whole team on board, looking to see at what our production collections are, making sure our collections are tight. Those things are way easier. They're not as fun, they're not as sexy, but way easier than having to go like hunt and fish for new patients, even though it's way more fun to tell people you signed up for marketing. It's not fun to be like, yeah, we got a new billing thing in place. Like we got our AR fixed. That's not fun to admit, but it's way fun on the bank account and the profitability side too.   DAT Kristy (09:58) Yeah,   100%. And again, ⁓ so going back to the new patients, they want to spend more money to get it. But then have you looked at like, how are we answering the phone? How are we capturing the patients that are calling? Maybe you really don't need to spend any more money to cap, you know, they're coming in, we're just not capturing them, you know, and I'm always a fan of, you know, there's the internal marketing and external.   everything Fred Joyle said it best right everything is marketing we are marketing so get real intentional and get in relationship with your patients figure out what they want and tie their care back to it you know   Kiera Dent (10:39) Mm-hmm.   Yeah, I think it's brilliant. And I think it's like you said, everything we do is marketing. And so if we realize that and so many people want external marketing, and I think to me, the reason people want external marketing, and I'm not here to say not to do external marketing, I think it's a, it is a piece and a part of it. But I think it feels like a diet pill sometimes, like, let's just let's just throw money over there. And let's hope it fixes our problems. Let's out produce our problems rather than fixing our problems. And I really want people to realize like,   elite business ownership and being part of the elites, and we're not talking big practices, there's no right size to it. That all comes actually from doing these small little things and internal marketing, once again, is so good. These patients already love you. You already have a base of people that love you. And if you treat those people really well, rather than constantly going to try and swoop and get more people in, those people then refer, they refer better people to you.   It's easier. I have a practice and it was wild. They're like, Kiera, we signed up with marketing and we're trying to get it. And again, this is not a bash on any marketing companies. It is definitely necessary. ⁓ but they're like, but we're just not getting more, more new patients. Talk to another client. They're like, we, we just signed up with a marketing company and it's actually gone down. And I'm like, well, tell me what were you doing before to get patients? And they're like, we were at the church, we were in this magazine. And I'm like, well, get back in that because it was, it was showcasing the good things you're doing. It was being this like,   more B2B, it was being more connected rather than just trying to go for the masses and it's wild because internal marketing can be so much more effective if done right. And like you said, be in a relationship with your patients and know what they want. And great Google reviews, great Google reviews are your fastest, easiest marketing. So pay with Swell, like let's throw another plugin for Swell. It's been a few months since I put them in.   Go to Swell, SwellCX.com. Tell them Dental A Team sent you. Literally Zeke and I met when he founded the company. So you still get like founding prices, because that was the promise he and I made that you guys would get that. But honestly, just get your Google reviews up. Save the money. I don't know. Kristy, you and I are such birds of the same feather. That's why we're KitKat over here. We just think very similarly. And I think that's why we get very similar results as well.   DAT Kristy (12:55) Yeah, I think that the other big thing here is to recognize so many people are afraid of numbers. The members just start to tell a story and what we fail to realize is there's a system behind every one of those numbers. And if the number isn't where we want it, we need to pull up that system and figure out the system's a recipe, right? It's our cookbook. If it's not where we want it, then let's go back and figure out, did we mess up the recipe? You know, or   is the recipe, we're following it to a T and we just need to change up and find a new recipe because it's not getting the result. So ⁓ I love digging into those numbers because that tells us where we need to focus on this quarter to get the results we want.   Kiera Dent (13:40) And I really love that you said numbers just tell a story and there's a system behind the number and this makes it so much easier like going back There's a podcast I did a little while ago where I talked about the yes model and Dental A Team to help you say yes to more It's focusing on you as a person your vision which Kristy alludes to like are we on track or not for that vision and then E stands for earnings and profitability and S stands for systems and if you put them in that order So you've got your vision then we look at the numbers just like Kristy said   then you put into place the systems based on what those numbers tell you, it becomes a much more manageable and easier to digest process rather than being like, I need all the systems. And it's like, no, no, no, you just need the systems based on what the numbers tell you because I'm sure you're doing a lot more right than you think you are.   DAT Kristy (14:25) Absolutely. And I also think, you know, it's a good time to take a step back and evaluate where you are on the culture scale too, right? Happy team creates happy patients and happy patients pay and refer. So it all goes hand in hand.   Kiera Dent (14:39) Good   thoughts on there. Okay, so what else do you go? You go through the production collections, diagnosis, case acceptance, new patients, lead lag measures. Then you move into, we on track, off track for our goals of where we're at this year? What are the things that we could do now to get there by end of year? Are they still relevant? Are we still on track? What else do you look at with your clients when you're doing these assessments, Kristy?   DAT Kristy (15:02) Yeah, well, I always like to start the year off with projecting where we're going. And so also calculating back to that. And you and I talked about overhead. If we take what our average overhead is for the year, are we on track for meeting that or not?   Right? Because we can project all day long. I can want to make $3 million, but this $3 million cover overhead expenses and our savings for the year. So always measuring back to that. And if we're off track figuring out how can we get on track, right? Did doctor take off more time or do we need to add in a Friday to get to goal? You know, those types of things. Or are you, ⁓   okay with where we're projected to land and you feel confident about that. You know, once in a blue moon, well, I shouldn't say once in a blue moon because you and I do get them up there, but you know, it also relieves them and they can maybe even take an extra week off or a few days off because they're ahead of goal. Yeah.   Kiera Dent (16:06) Totally.   And those are the fun ones. That's what we want. We want to be ahead. We don't want to always be behind. And I agree with you, Kristy. The offices that are ⁓ diligent and consistent at looking at these, we look at these monthly, we look at these quarterly, we look at these annually, we assess, we redirect. It's like, I don't know. I feel like what you do is there's a plane. I just flew back from Greece, which was a very long flight. And it was very fun. This is where I watched.   DAT Kristy (16:13) Mm-hmm.   Kiera Dent (16:35) so many of these shows of this very good looking actor. I thought I was like, how tall is this man? While my husband's sitting next to me, it's okay, it's all right. We're allowed to have a few celebrity crushes. ⁓ But on our flight back, it was like a 12, 13 hour flight home. And I think about if that pilot would not have checked to see if we were a few degrees off, I could have easily ended up somewhere else. And that's just by a few degrees. And so what I feel you're doing, Kristy, on these quarterly, these monthly, these annual check-ins is making sure   that we're still navigating towards Greece or towards wherever we're trying to get. And are we on track or like you said, do we need to do a small navigation at a Friday, change this, look at our spending to be able to end up there at the end of the year or like, are we so far off course? So we need to like correct a little bit and then get back on track for next year. But the hope is that we catch that soon enough because we're never gonna go in a straight line. It will never be perfectly across. There will always be hiccups, there will be turbulence, there will be.   things that you gotta go around, you gotta redirect places. But if we're constantly looking at it, we stay much more on course and charter to where we want to go rather than like hoping and wishing we end up where we actually set out to go.   DAT Kristy (17:43) Yeah, 100%. And sometimes it's also looking, where are we spending? Right? Is there something that crept in there? We talked about this before too, with, you know, the subscriptions or, I mean, it's funny because the very first doctor that   I remember him telling a story about an airline and I was just sharing this recently with a client. I think it was like American, you guys could probably Google it and find it, but it's back in the day when they would serve meals to everybody and this airline decided that they could cut one olive.   Kiera Dent (18:17) Hmm?   DAT Kristy (18:17) and it cut their bottom line by a ton. Like what is the cost of one olive? So where can we tighten the ship a little bit? Those things are kind of, again, have fun with it, gamify it. Get your team involved. Let them be part of the solution.   Kiera Dent (18:37) Yeah,   and Kristy, I love that because we talk about this olive, the FedEx trucks and then chicken nuggets. And going back to it, the black olive airline cut, it was one olive, saved them $40,000 annually. I just pulled it up to sea and it was on American Airlines. And Tiff and I talk about the chicken nugget, like they used to serve five chicken nuggets, which was the right amount. Well, they dropped it to four. Four is not enough, so now you...   Upsell to 10 and I'm like that's one chicken nugget. This is one olive and I agree with you Kristy for me This is the fun of business like how can I go find that one olive or that one chicken nugget Tim and I get really excited when we find a whole chicken farm. Like that's a good one I'm like, wow, that was that was like a really good idea or a whole salad But again, it's to cut costs but improve patient care. Like what are they? mean even today Kristy, Shelbi, Britt and I were going through our expenses in dental a team   DAT Kristy (19:25) Mm-hmm.   Kiera Dent (19:30) and we looked and we have Adobe and we still use Adobe for contracts. But Shelbi looked at it, we're paying 65 and we use Canva and our marketing team doesn't need all the entire suite of Adobe anymore. But that was something we put into place like five years ago. We've been paying 65 bucks every single month when we only need to be paying 19. Not that that matters. And so many people are just like, well, here it's 40 bucks. And I'm like, okay, you want to play a game with me? I'll play a game. It's 65 minus 20.   DAT Kristy (19:57) me.   Kiera Dent (20:00) Okay, so 45 times that by 12 times that by five years is 2,700 bucks that I've been overpaying just on a subscription that's doing nothing for our company that I could have cut. And I'm like, I know you might not get out of bed for 2,700 bucks, but I'm like, you find that subscription, you find this subscription, you find that one, all those little, do you think someone really was excited on American Airlines to save $40,000 when it's a multi-billion dollar business? But 40,000 here, 20,000 there.   DAT Kristy (20:26) Right.   Kiera Dent (20:29) 50 bucks here. also think Kristy, to me, it's the discipline of auditing, of looking. It's more than I think the olive or the Adobe subscription or the chicken nugget. It is the constant innovation to look, to be the most savvy business that we can possibly be. And then we flip to the other side and give the best service that we can as well.   DAT Kristy (20:51) 100 % I agree with you, Kiera. Yeah, it's just those small incremental things. And it's about being intentional versus doing it by default, right? Let's do it intentionally so that when we get to the end, there's no surprises.   Kiera Dent (20:52) you   love that because I hate surprises in December as a business owner. Oh, I used to dread December's like and it's a great time to travel. It's a great time to hang out with family. But I used to cry like beginning of December, it was tears every single year. And then by the end of the year, I was exhausted. had nothing left for family and it's supposed to be such a fun time that I agree with you, Kristy. It's like no tears. The projections are there we were prepared. I don't know there really is a saying like if you are prepared, you will not fear and I'm like, it really is that case and also   Like CPAs, I'm gonna rag for a second. They rag on consultants. This is a love relationship we have with CPAs and consultants. I get so annoyed that like CPAs don't tell you till December. And I'm like, no, have the meeting in July. Have the meeting in October. Figure it out because you still have time to pivot. And that's what Kristy and I wanted to come on today is there's still time to pivot if you look at these items, you look at the things we're discussing, you look to see what can we do. There's still time. It's like, we're not at the 11th hour.   hoping to try to make up time in such a short amount of time. call your CPAs, find out where you're at on your tax liabilities. Are you on track for saving that? There's so many times that we have our meeting with the CPA and he's like, Kiera, I need to up and increase and start cutting. And I'm just annoyed every time, but I'd rather do that over the course of six months rather than one month, because I still have time to make that correction with it, not hurting as much as it could.   DAT Kristy (22:30) It's so true, so true. And the efforts to get there are a lot smaller when we can dilute it over five months versus two weeks, because we didn't look till the end of the year.   Kiera Dent (22:42) especially the two weeks in December where we're not producing so we're not even collecting and we have to pay more. It's just a really like nasty path. So I'm like, no, no, no, just don't plan for December. Have that be your gravy slush time. Get it all done in 11 months. But like even that kind of thinking, Kristy, I don't think is common. I think it's very abnormal to think, well, if my December is only going to be two weeks, why am I banking on that as a full month? Why don't I bank on? And this is back to mine and Kristy, like we love the projections. We love to think of like   DAT Kristy (22:59) No.   Kiera Dent (23:12) How could I get this done in 11 months? How can we give you vacations? How can it be done in this many weeks? And that's something, Kristy, I really do feel like it's the Kit Kat Club over here. Like we really do think in such a similar way, but I want you to realize like this is how Kristy and I are able to throw gains. We're able to help practices get to where they want to be, but also with it being easy, happy teams, happy culture, not a lot of stress, ⁓ and just kind of doing the small minutiae things that actually make insane gains.   for a practice. We help find the olives, Kristy. Every so often we might get a tomato, but it's the small olives that actually make the huge impact for a practice.   DAT Kristy (23:42) Right? Yeah, let's get the olives. Yeah.   100%, 100%. And hopefully we can show it's easy. It's not hard. It truly isn't hard. It's one patient at a time and just capturing a little bit more.   Kiera Dent (24:03) Yeah. And then Kristy, I think it's really fun what you do for your clients too, is you show them the ROI that you brought to them through AR, through production, through overhead savings. So that way a client, regardless of their bank account saying, can literally see that in the course of working together, this is what we've been able to accomplish together. Because I think as a business owner, it is so easy to forget like what it felt like when I couldn't lift 20 pounds, now that I'm lifting 50 pounds.   Like it's so easy because 50 pounds becomes your new normal, but you're like, no, no, no, no. Remember how we started and you couldn't even lift like five pounds. Then you got up to 20, then you got up to 50. I think it's very easy for clients to forget where they started because their new norm is where we've grown them to.   DAT Kristy (24:48) Yeah, it's so true. mean, you know me, I love analogies and it's almost like your periopatient that's been coming in every three months and now they're healthy and so they want to push it back out and it's like you forgot it's this effort coming every three months that's gotten you healthy and the minute we change it, things start to slide, you know, so. ⁓   Yeah, mean, hopefully, hopefully we can always show that value in it. They still have to do the boots on the ground hard work, but you know.   even Tiger Woods has a coach, right? And that coach can see around corners to see things a little bit faster maybe when things aren't moving the same. You your swing's off, what's happening, what's going on, you know, and to keep you back on track. it's fun, it's fun partnering with clients and being able to see that and course correct and help them achieve their goals.   Kiera Dent (25:43) ⁓ I love it. Kristy, I agree with you. And I think that that's why we have the passion for consulting. We have the passion for practices. We have the passion for wanting you to strike. It's crazy because like, I don't know, we have a tagline, which marketing told me I need to get rid of because it's more about me than it is about you. And it does not make sense to me. ⁓ where it says like your success as a practice is truly Dental A Team's passion. Like this is what gets me and Kristy up out of bed. This is what makes us want to get on a podcast and share with you is   you being successful, you getting your dreams, you hitting these goals is what we are obsessed and so passionate about. So I think it's so fun. So I'd say, Kristy, if practice is listening right now, what would be kind of like your bow on our podcast today that you'd say like, okay, from everything we've talked about, what do they take away? What can they go implement? ⁓ Because sometimes it can feel like, well, what's my first step to be able to get on this path of slight course corrections to get to my final destination with ease.   DAT Kristy (26:42) Yeah, well first off, if you haven't figured out your goal, maybe look at what you finished at last year and at least strive for 10 % above that because we know that that's at least keeping up with inflation. Again, I don't know if that's meeting your overhead needs, but at least it's a good point. And then reverse engineer it. See how far you're off track from that for the year.   and ⁓ what's one more day or one more thing every day. Hopefully you're doing some sort of morning huddle and ⁓ inside of the morning huddle, everybody has a part to play, right? So admin, look, is there any balances that need to be collected?   ⁓ patient wise in doctor's schedule, is there anybody that could come back in through hygiene? Hygiene, if we have undiagnosed treatment and we know there is, because we see those numbers every day in morning huddle and it's almost like crazy alarming the amount. Usually it's more than what you're even producing for the day. So, gamify it and try to turn those patients into healthy patients by converting their treatment. ⁓   know just those simple things right there is going to make a big difference to your year end.   Kiera Dent (27:55) I that. I love it, Kristy, so much. And I love that you have the passion and the love. I love that you will also sit down with your clients. And I think that that's the discipline and maybe like the fast track of using a consultant is, Kristy, you prepare these for your clients. You think about it. You're looking down the line of things they're maybe not even considering doing. They're not thinking about midway. How are we doing? What are our projections? Are we on track? Are we off track? Where are we at? And I think having a consultant, like you said, with even Tiger Woods,   looking around the corner, looking down the line. Kristy and I are both like, we're watching the clock. We know we only have so many more months in the year. Where are you at? How can we make sure that we're constantly keeping you on track to get to your goals? Where maybe you're just having a fun summer vacation or you're just coming back. Like we know that that's our job is to be looking down the line for you, watching out for you, projecting for you, course correcting with you. ⁓ Even when you're in the day to day problems. And I think Kristy, that's just a   a shout out to you and a shout out to consultants because this is why we do what we do. So if you, if you are like most business owners, including myself, when I first started and you hate numbers, that's why there are people like Kristy and myself that exist because we love to get into the nitty gritty. We love to look for those olives. We love to help you go do the dentistry and we're going to sit here and help make sure your business and your team and your practice is flourishing. So that way the hard work you put into being a dentist pays off for you in the end. So Kristy love this, love what you do for our clients.   Love being the, the KK Kit Kat, whatever we want to be over here. mean, it might stick. We might be Kit Kats for Halloween. You never know, but Kristy just super appreciate you and all that you do for our clients and for our company and you as a human being, you're just a gem. And I'm so freaking lucky to work with you.   DAT Kristy (29:28) Yeah.   Thank you. It's my honor and you know what? We're stronger as a team, I have to say. So no matter what consultant you have in our company, you get all of us. So we collaborate, we cheer each other on, just like hopefully you're cheering your team on. So happy to help.   Kiera Dent (29:49) Bye.   Kristy,   you said that so well and it is true. I see you and all the consultants like have little meetings on your calendars of connecting and chatting and I do agree. We all help each other out. We want all of our clients to succeed no matter who you're working with. So for all of you, if you're struggling or you're like, gosh, I really would love that help or just having someone, I'll just put our arm around you and like, we're here to help you. We're here to support you. We're here to guide you. We're here to look around that corner. Reach out, Hello@TheDentalATeam.com. And as always, Kristy, thanks for being with me. Thank all of you for listening.   and we'll catch you next time on the Dental A Team Podcast.  

Watch the full video on YouTube - click hereInside Panasonic's gigafactories in Nevada and Kansas, machines never stop running. Every second, 70 batteries roll off the line, powered by thousands of people working 24/7. At the center of it all is Allan Swan, a Scotsman who left aerospace to lead one of the most ambitious manufacturing operations in America.Allan begins by explaining what a gigafactory really is and what it takes to manage a workforce of almost 8,000 people while producing billions of batteries a year. At Panasonic, Allan flipped the hierarchy, putting his name at the bottom of the org chart to remind everyone that leaders exist to serve their people. For him, leadership isn't about hitting KPIs; it's about getting the people side right first. When communication is clear and employees have what they need to do their jobs, the results follow naturally.He shares how Panasonic built a no-blame culture, where problems are met with curiosity rather than fear. Through a system called CIG — Control, Influence, and Gravity — issues are quickly directed to the people who can resolve them, with no hierarchy or politics in the way. One of his favorite examples is the “door story,” where a small request from a team led to significant changes in trust and teamwork across the plant.Allan also explains how recognition helps maintain high morale in an environment that never stops. Teams celebrate wins every day through thank-you cards, high-five points, and open conversations that connect everyone to the company's mission. The focus isn't just on electrification and sustainability, but on providing people with meaningful work that can change their lives.Allan's approach to leadership is anything but distant. He spends time on the factory floor every day, talking with teams, asking questions, and seeing problems firsthand. For him, leadership means being present and approachable, not hiding behind emails or titles. In the end, Allan's message to other leaders is simple: real change doesn't come from massive initiatives or slogans. It begins with small, consistent actions that show people that you care. Fix one problem. Listen to one person. Keep showing up. That's how culture and performance grow together.Themes discussed in this episode:The shift from aerospace to EV manufacturing and what it taught Allan Swan about leadershipThe evolution of leadership from command-and-control to people-first management in large-scale manufacturingHow Panasonic's gigafactories produce 70 batteries every second with a people-driven approachWhy focusing on people before KPIs drives long-term performance across Panasonic's gigafactoriesHow Panasonic's Control, Influence, and Gravity (CIG) system helps teams escalate issues and make faster decisionsHow recognition programs such as “Did You Win Today?” and “High-Five Points” help sustain motivation in 24/7 production environmentsThe value of hiring people for energy and mindset rather than industry experience in a new manufacturing sectorHow daily visibility and “gemba walks” keep leaders connected to people and grounded in real operationsFeatured guest: Allan SwanWhat he does: Allan Swan leads Panasonic Energy's battery manufacturing operations in the United States, overseeing the company's gigafactories in Sparks, Nevada, and De Soto, Kansas. Under his leadership, Panasonic has grown into the leading global producer of cylindrical lithium-ion batteries, powering much of today's electric vehicle...

In this episode, John Wilson and co-host Jack Carr unpack one of the biggest transitions in home service — going from owner to operator. What does it really take to scale beyond yourself? We dive deep into building layers of leadership, knowing when to delegate, hiring vs. promoting internally, and what the first real leadership hire should look like. From service managers and field supers to accountability systems and EOS, this one's for owners ready to break through bottlenecks and build real organizational depth.You'll hear real playbooks from $1M to $40M+ companies—how John and Jack each handled growth bottlenecks, where they stumbled, and what they'd do differently.What You'll LearnBottlenecks by Design: How to identify when you've outgrown your org chart. First Leaders: The real tipping point for adding service managers, CSRs, and field supers. Hiring vs. Promoting: When internal leadership makes sense—and when it doesn't. Accountability That Sticks: How to keep KPIs and culture aligned as you scale. Delegation Done Right: The tasks owners should've offloaded yesterday. Revenue-Focused Management: Why your first manager should drive numbers, not just tech skill.

In this episode of the Fleet Success Show: Fleet Management 101 Series, Fleet Success Ambassador Facundo Tassara sits down with Bill Griffiths, Fleet Administrator for the District of Columbia, to unpack the essentials every fleet professional needs to succeed. With over 30 years in the game, managing fleets from the Smithsonian to Montgomery County to the nation's capital, Bill reveals how he transformed underperforming fleets with one radical principle: get the fundamentals right.From crafting a killer elevator pitch to navigating NTSB investigations, from PM compliance to creating scorecards that drive accountability—this episode is an unfiltered masterclass in fleet management done right. Whether you're a rookie or a seasoned veteran, this conversation will challenge your thinking and upgrade your strategy. Key Takeaways:Fleet Fundamentals: Why missing the basics—like asset classifications, accounting codes, or PMs—can cripple your operation.The Power of Metrics: How to choose the right KPIs (and what 5 Bill thinks are non-negotiable).Elevator Pitch Mastery: Why every fleet leader should be ready to present fleet value in 30 seconds or less.Customer Service as a Fleet Strategy: How proactive service communication builds internal trust and budget support.Scorecards That Drive Culture: How Bill uses shop-level scorecards to increase ownership, technician efficiency, and fleet availability.Working On the Business: The difference between reacting to problems and planning for a future with EVs, telematics, and shifting tech. Speaker Bios:Facundo TassaraFleet Success Ambassador, RTAWith 25 years of experience across government and private fleets, Facundo is a champion of operational excellence. As RTA's Fleet Success Ambassador, he brings a unique blend of hands-on experience and tech innovation to help fleets run smarter, leaner, and more effectively.Bill GriffithsFleet Administrator, District of ColumbiaA fleet industry veteran with 34 years of experience, Bill has led transformative fleet initiatives at Montgomery County, the Smithsonian Institution, the MBTA, and now Washington D.C. He's known for his strategic mindset, obsession with data-driven decisions, and no-BS approach to leadership and fleet accountability.

Consistent, ground-up financial planning is the difference between hopeful growth and profitable growth for AEC firms.Katie Cash sits down with Jason Kruger, President and Founder of Signature Analytics (now with Citrin Cooperman), to explore how AEC leaders can better align sales, marketing, and finance for intentional growth. Together, they discuss how to define success, set measurable KPIs, and build budgets from the ground up rather than relying on projections that lack real data. Jason also shares how firms can safeguard cash flow during expansion, create accountability across departments, and prepare their reporting to meet the expectations of potential buyers during an acquisition.Tune in to hear what sets financially disciplined AEC firms apart. Jason unpacks how intentional budgeting, transparent reporting, and alignment between sales, marketing, and finance drive measurable and lasting growth.Topics discussed in this episode:AEC marketingFinancial strategyRisk ManagementProfit MarginSales and Marketing AlignmentConnect with Jason Kruger, President & Founder, Signature AnalyticsLinkedIn: https://www.linkedin.com/in/jason-kruger-a0b159b/Email: JKruger@CitrinCooperman.comConnect with Katie:  https://smartegies.com/ Rate, Review, & Follow on Apple Podcasts:We hope you're finding value in our AEC Marketing For Principals.  Your feedback is important to us and we'd love to hear from you. Here's how you can help.  Scroll to the bottom, rate our podcast with five stars, and select “Write a Review.”  Let us know what you found most helpful from this episode!  And if you haven't done so already, give the podcast a follow, and you'll be notified when new episodes come out.

Your funnel isn't broken, you're just missing the right data. In this episode, I sit down with business growth expert Stacy Tuschl, the woman behind The Foot Traffic Formula and Well-Oiled Operations, to talk about the systems and mindset shifts that turn followers into paying customers. Stacy shares how to spot what your competitors are missing, transform visibility into real revenue, and create momentum that doesn't depend on algorithms. Get ready to take control of your traffic, your conversions, and your confidence. In This Episode You Will Learn How to FIND what your market is missing. The 3T formula to grow your business FAST. Ways to turn followers into leads and leads into PAYING CLIENTS. How to USE data, not drama, to drive your next big business decision. SCRIPT that generated 100+ leads in one morning. The only 2 KPIs your social team should hit (hint: not followers). Check Out Our Sponsors: Shopify - Sign up for a one-dollar-per-month trial period at shopify.com/monahan Quince - Step into the holiday season with layers made to feel good and last from Quince. Go to quince.com/confidence Timeline - Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Northwest Registered Agent - protect your privacy, build your brand and get your complete business identity in just 10 clicks and 10 minutes! Visit https://www.northwestregisteredagent.com/confidencefree Resources + Links Grab a copy of The Implementation Code: Unlock the Secret to Getting It All Done by Stacy Tuschl HERE! Learn more about Stacy Tuschl HERE! Listen to Foot Traffic Podcast HERE! Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn Stacy on Instagram & LinkedIn

Send us a textEvery dashboard tells you you're winning — green lights, perfect metrics, record performance. But if the business still feels stuck, it might be because you're chasing the wrong numbers. In this episode of Mike and Blaine, we tackle the myth of “magic KPIs” and why metrics can sometimes blind you instead of guide you. We share the real stories behind times we crushed every goal on paper but still almost crashed the business — and how we learned to separate meaningful results from vanity stats. Whether you're a numbers nerd, a business owner, or just tired of chasing the scoreboard, this episode will help you focus on what truly drives progress (and profits).

In this episode of The Thriving Dentist Show, Gary Takacs and Naren Arulrajah share how to fast-track your dental team's performance in just 90 days using a focused framework inspired by The 12-Week Year. Discover how short-term goals drive long-term success as Gary explains how to prioritize the right objectives, motivate your team through purpose-driven leadership, and use check-ins to sustain accountability. From improving case acceptance and handling emergencies effectively to measuring KPIs like the Accounts Receivable Ratio, this conversation offers practical, proven steps to help your team work smarter, stay aligned, and achieve measurable growth.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How are you preparing your clients to start thinking about AI as part of their SEO strategy? Are you educating them on what they can expect now that the landscape is changing with AI optimization? As an agency, you should be starting these conversations because you can be sure your clients are already thinking about AI, even if they still don't understand its applications for how clients will get to their content. Artificial intelligence isn't just changing how people find information, it's rewriting the rules of search altogether. Today's featured guest is already running AI audits for his clients; he thinks all agency owners should be doing this. He'll unpack what AI optimization really means for agencies, marketers, and business owners who've lived and breathed SEO for decades. Vishal Mahida is the Director of Digital Marketing at E2M Solutions, where he helps over 100 agencies scale their SEO and digital marketing operations. With a 40+ person team specializing in SEO, PPC, and operations support, Vishal works directly with agencies on systems that drive measurable growth and keep them ahead of major shifts in the industry. In this episode, we'll discuss: SEO vs. AI Optimization No, SEO is not dead, so your website still matters. Preparing your agency and clients for AI search. Subscribe Apple | Spotify | iHeart Radio The Difference Between SEO and AI Optimization There's a lot of buzz around how AI has come to change and maybe even replace SEO. Vishal clarifies that AI optimization isn't replacing SEO, it's expanding it. Traditional SEO focused primarily on optimizing for Google rankings, keywords, and backlinks. The goal was to get traffic from search results. But as Vishal explains, the modern search landscape has fragmented. Users are now searching on multiple platforms including ChatGPT, Perplexity, and Claude, not just Google. This shift means brands must move beyond "ranking on Google" and focus on being visible wherever their audience searches for information. Whether someone asks ChatGPT for "the best roofers in Austin" or Google's AI mode for "running shoes under $5,000," AI systems are gathering and summarizing information across multiple sources in real time, including social platforms like Reddit, Quora, and LinkedIn. Think about it as building a multimedia visibility strategy and ensuring your brand, expertise, and answers exist across platforms that large language models (LLMs) pull from. "You're not optimizing for one search engine anymore," he says. "You're optimizing for how the internet talks about you." Why Your Website Still Matters in the AI Era Will websites become irrelevant if AI answers everything for users? According to Vishal, websites won't disappear, they'll evolve. Think of them as your source of truth rather than your traffic generator. When AI summarizes answers for users, it still references real content and authoritative sources. So, your website remains essential for credibility, events, and conversion, even if fewer users arrive there through traditional search. For instance, if someone asks ChatGPT about agency growth events in Austin, and you've mentioned your event across social media, your website, and podcasts, AI will likely include it in the results. "That's how people find you now," Vishal agrees. "Not just through search but through signals from every platform." Of course, you should still think about the content you're putting out on your website. Are you answering the questions that people are asking? Or you just optimizing for the keywords. Optimizing for the keywords won't work. People will ask LLMs questions and if you're already answering them on your content there are more chances that AI results will find you and list your website. Redefining Reporting and KPIs for Agencies One of the biggest challenges agencies face is explaining to clients why organic traffic might be dropping even as visibility increases. Why? Traditional SEO metrics no longer tell the whole story. So how to report back? Basically, you'll need to educate clients and start measuring mentions, citations, and referrals coming from AI platforms. Vishal suggests tracking LLM bot hits in server logs and monitoring whether AI crawlers are visiting key pages. These indicators reveal your brand's visibility in AI-generated results. While raw traffic might decline, the quality of leads and conversions often improves. "You might get fewer leads," he says, "but they'll be more qualified, because AI searchers are deeper in their intent." Leads from AI chats tend to be more serious buyers who have already researched their problems. The shift, then, isn't a loss but rather an opportunity to educate clients on new performance indicators that reflect where users actually search today. Preparing Your Agency and Clients for AI Search When it comes to optimizing for AI, Vishal recommends a hybrid approach: combine solid technical SEO fundamentals with a new layer of AI-readiness. This includes making sure your site is clean, crawlable, and structured properly, while also ensuring your brand has visibility across other platforms. At E2M, Vishal's team runs AI search audits to check how often their clients' brands appear in LLM answers. They even query ChatGPT and Perplexity directly to see what those systems say about them and their competitors. From there, they reverse-engineer visibility by identifying which platforms, podcasts, or publications help brands get cited more often by AI. Mentions on Reddit, Quora, and podcasts count, even if they're not linked, because they help build trust signals that LLMs detect. Agencies, Vishal says, can sell these as AI search audits, AI content audits, or full AI optimization packages — new recurring revenue streams that build on their SEO expertise. The Human Edge in an AI-Driven World Agencies can't afford to be "order takers" who wait for clients to bring up AI. If your clients are asking about AI before you bring it up, you're already behind. Instead, agencies should position themselves as trusted advisors who help clients navigate the shift confidently. So go to your clients and start those conversations, or you WILL be replaced by AI. At the end of the day, people still want connection, which is why both Jason and Vishal agree that AI will never replace the human element and the strategy, empathy, and creativity that come from real human connection. People will always want someone that can help guide them through the new marketing trends. As Vishal puts it, "Business owners don't have time to learn all this. They want someone they trust to handle it." AI might make average easier, but connection, data, and network will always be your edge. 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.

Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreWhat if the secret to hitting your sales targets isn't hiring more reps – but adjusting just three levers?In this episode, we sit down with Dougie Loan, Chief Revenue Officer at SourceWhale, to break down the simple but powerful sales planning formula that's reshaped how his team forecasts growth. Spoiler: It has nothing to do with throwing more headcount at the problem.Dougie walks through how his team shifted from boardroom wishful thinking to a data-driven forecasting model built on three core metrics: Qualified Held Meetings, Close Rate, and Average Deal Value. You'll hear how they use this model to build annual plans, set realistic targets, coach reps, align marketing and sales, and even decide where to invest R&D dollars.Watch the full interview to learn how Dougie:- Replaced headcount-based forecasting with a repeatable, lever-driven model- Redefined what actually counts as a qualified opportunity- Aligns marketing and sales teams around shared revenue metrics- Profiles churned vs. retained customers to refine their ICP- Uses CS adoption scoring to drive renewals and upsell strategy

If your product strategy stops at the download, you're leaving impact—and revenue—on the table. In this conversation, I sit down with Ghazenfer Mansoor, CEO & founder of Technology Rivers, to talk about building software that actually gets used, loved, and shared. Ghazenfer has been in mobile since the pre-iPhone days and has led the build of nearly 60 apps, primarily in healthcare. We explore ideas from his forthcoming book, Beyond the Download, including why retention beats acquisition, when a mobile app truly makes sense (and when a web experience is smarter), and how AI-driven, proprietary workflows can become a company's real moat. We also step into leadership, including what it takes to fix “broken” projects, the values that guide his global remote team (transparency, fairness, and getting things done), and why peer networks and coaching matter for founders. It's a practical, fast-moving chat for leaders who want their technology to create efficiency, differentiation, and long-term value. Here are some highlights: -Retention over acquisition: Ghazenfer shares practical ways to design for daily use and bring people back because downloads without engagement aren't success. -“Do you really need an app?”: We unpack decision criteria for native vs. web, and why solving a real, repeat problem is the first gate before writing any code. -Workflow is the moat: How codifying proprietary processes, especially in healthcare and HIPAA-sensitive environments, creates efficiency, margin, and higher valuations. -Fixing broken projects: Common failure patterns (from feature chasing to UX missteps) and how to course-correct so you “build it right the first time.” -Leading a global team: The operating system behind Technology Rivers; clear KPIs, remote-first communication, fairness, and a growing commitment to women in tech. Plus the role of EO/Vistage-style peer groups and coaching for tough decisions. About the guest:  Ghazenfer Mansoor is the founder and CEO of Technology Rivers, a Washington, D.C.–area software firm specializing in HIPAA-compliant healthcare SaaS and mobile apps. A mobile veteran since the pre-iPhone era, he has led the build of 59+ apps and numerous AI-powered workflow platforms that help service businesses scale, boost margins, and increase valuation. Known for “building it right the first time,” Ghazenfer is frequently tapped to rescue broken software projects. He's the author of the forthcoming book Beyond the Download: How to Build Mobile Apps That People Love, Use, and Share Every Day and host of the podcast Lessons from the Leap. Active in EO and other CEO peer groups, he leads a global, values-driven team grounded in transparency, fairness, and getting things done. Connect with Ghazenfer: Website: https://technologyrivers.com/  LinkedIn: https://www.linkedin.com/in/gmansoor/  Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/  LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/  Website: https://www.disruptiveceonation.com/   #CEO #leadership #startup #founder #business #businesspodcast  Learn more about your ad choices. Visit megaphone.fm/adchoices

KPIs, Disrupted Is it time to rethink the key performance indicators driving digital marketing and SEO? This episode brings Wil Reynolds onto EDGE of the Web to challenge the old playbook and reveal how AI and changing online behavior are redefining success for marketers everywhere. Rankings and traffic volumes are fading as top priorities, replaced by strategies that value authenticity, human-centric connections, and theme-driven positioning. Erin Sparks and Wil Reynolds discuss the pitfalls of chasing vanity metrics, the impact of AI-powered search experiences, and how SEOs must rebalance their approach to focus on conversions, brand trust, and recommendation-driven marketing. The conversation tackles how agencies can communicate real value to clients in an era where genuine, meaningful engagement trumps sheer numbers. Prepare to learn about evolving KPIs and marketing metrics, and discover why the future belongs to agencies that champion purpose, value, and real connection in a rapidly shifting digital ecosystem. Key Segments: [00:04:50] Rethinking KPIs for Future Success [00:08:11] Optimizing Google Ads Conversion Insights [00:10:39] Rethinking Outdated KPIs [00:11:54] EDGE of the Web Sponsor: PreWriter.AI [00:14:10] Being Authentic [00:16:32] Trust Over Organic Search [00:18:02] Coming Up on the EDGE [00:20:00] Navigating Consumer-Agent Relationships [00:23:20] Authenticity in Brand Optimization [00:24:39] EDGE of The Web Sponsor: Inlinks (WAIKAY) [00:25:59] Client Positioning Through LLM Personalization [00:31:51] Scaling Leadership with Purpose Thanks to Our Sponsors! PreWriter: https://edgeofthewebradio.com/prewriter Inlinks/WAIKAY: https://edgeofthewebradio.com/waikay  Follow Our Guest Twitter: https://x.com/wilreynolds LinkedIn: https://www.linkedin.com/in/wilreynolds/

Kim Winter has spent nearly a decade building and scaling product marketing across Yotpo and multi product orgs. In this episode of Women in B2B Marketing, we unpack how true product marketing starts with market context and the voice of the customer, then fuels everything from positioning to pipeline.Kim shares how to operationalize VOC with CS, why PMM should own recurring deliverables like quarterly competitive reviews and persona refreshes, and what changes when PMM reports into product, the CMO, or directly to the CEO. We also dig into the rising path from PMM to CMO, and how to keep marketing intentional instead of turning into a production shop.Here's what we cover:The “bottom of the pyramid” for PMM: market context, competitive landscape, and VOCHow PMM focus shifts by product stage, from finding fit to scaling mature linesDesign partners vs customer advisory boards, and when to use eachRecurring PMM deliverables that create visibility and influence across the orgWhere PMM should sit and how KPIs shift under Product vs CMO vs CEOWhy PMM fuels customer marketing and tight alignment with Sales and CSDebunking the “PMM = messaging at the end” misconceptionMaking marketing intentional: tie every output to a clear goal and buyer needPractical ways to gather customer insight fast without boiling the oceanThe PMM to CMO trend and what makes product marketers strong marketing leadersKey Links:Guest: Kim Winter: https://www.linkedin.com/in/kim-winter/Host: Jane Serra: https://www.linkedin.com/in/janeserra/––Like WIB2BM? A quick rating or review helps new listeners find the show.

In this two-part episode, land investor Nolan Lukasek shares how he went from drop shipping to building a profitable $100K land business in just 12 months. Starting with no real estate experience beyond a few side hustles, Nolan took the leap after hearing a podcast that changed his mindset, and never looked back. He breaks down how he sent his first 13,000 mailers, stayed consistent through slow months, and eventually found momentum by pivoting to cold calling and tracking the right KPIs.- How Nolan went from drop shipping to full-time land investing- The marketing shift that turned things around — mailers vs. cold calling- The KPIs and metrics that actually matter for scaling- How to manage leads, agencies, and follow-up like a pro- Why consistency and tracking beat luck in this businessWhat You'll Learn:- How Nolan went from dropshipping to full-time land investing- The marketing shift that turned things around — mailers vs. cold calling- The KPIs and metrics that actually matter for scaling- How to manage leads, agencies, and follow-up like a pro- Why consistency and tracking beat luck in this business================================ 

Get the Midterm Rental Insurance Blueprint: ⁠https://experimentrealestate.com/#blueprintIn this insightful episode of In The Lab, Ruben welcomes Giang Nguyen, founder of One River Capital, a former scientist turned real estate investor and syndicator. Yan shares her remarkable journey from working in gene therapy at the Children's Hospital of Philadelphia to achieving financial freedom through multifamily real estate. Her story unfolds with precision and strategy—from buying her first $30,000 foreclosure property in cash to scaling into duplexes, five-units, and eventually syndications.Yan breaks down the financial and emotional blueprint behind leaving a W2 job the right way—by doing the math, living below her means, and mastering capital allocation. She reveals how she bought, renovated, and refinanced early properties, often paying in cash before leveraging them to scale. As a mortgage broker and syndicator, Yan dives deep into the mindset and numbers that drive wealth building—covering how to calculate key performance indicators (KPIs), why cash flow matters more than NOI, and how investors can prepare to transition from single-family homes to multifamily investments.This episode is a playbook for anyone looking to build wealth strategically, without hype—only math, milestones, and mastery. Tune in now to learn how Yan's methodical approach can help you engineer your exit from a W2 and design a business that funds your freedom.HIGHLIGHTS OF THE EPISODE:07:35 Giang talks about the push that made her need to grow in multifamily22:21 Giang talks about how syndication performance is measured. KEEPING IT REAL:00:05 – Offense vs. defense01:09 – Scientist to investor06:23 – Choosing freedom over medicine08:58 – First $30K property10:35 – Learning by doing14:04 – Living below one's  means15:57 – Employer match strategy17:00 – No car philosophy18:35 – Comfort in numbers21:01 – Financial blind spots23:33 – Tracking key KPIs25:01 – Distribution vs. NOI30:55 – Cash flow clarity33:37 – Proof of concept35:04 – Multifamily cash flow36:09 – Zoning strategy explained37:26 – Buying “by right”38:05 – Highest and best use40:06 – Transition to 5+ units42:00 – Immigrant lending limits43:40 – Lender risk factors1:41:13 – Power of community  Episode Hashtags: #RealEstateInvesting #FinancialFreedom #Syndication #Multifamily #W2ToWealth #CashFlow #ImmigrantEntrepreneur #WomenInRealEstate #MortgageBroker #OneRiverCapital #InvestSmart #BuildWealth#CapitalRaising #FinancialStrategyCONNECT WITH THE GUESTWebsite: https://onerivercapital.com/Linkedin: https://www.linkedin.com/in/thatsalsainvestor/

Scale Smarter: Use EOS to Add Another Zero with Rick Benton   When business growth starts to feel like chaos, it's time to add structure. EOS (the Entrepreneurial Operating System) gives you a clear roadmap to align people, processes, and profit — but when you combine it with the right financial systems, that's when the real transformation happens.   In this episode, Rick Benton, EOS Implementer and former multi-state business owner, joins Rocky Lalvani to unpack how EOS helps entrepreneurs simplify, scale, and create freedom. Together, they explore how visionaries can step back from the whirlwind, let go of control, and finally build a business that runs on systems — not stress.   5 Key Lessons from the Conversation:  Let Go of the Vine. Growth starts when you release control. EOS helps visionaries trust their team, delegate effectively, and stay focused on the high-value activities that drive impact. Weekly Scorecards > Monthly Panic. Measure what predicts the future, not what reports the past. Weekly scorecards with 5–15 KPIs give you 52 chances a year to course-correct instead of 12. Finance Is the Missing Gear. EOS brings clarity, but without a financial dashboard tied to gross profit and cash flow, you can hit your goals on paper and still miss in the bank account. When EOS and Profit First systems work together, growth becomes predictable and profitable. From Rock Bottom to Rock Foundation. The lessons you've learned — and the systems you've built — become the foundation you can always stand on. You're not starting over; you're building from strength. Stop Hustling, Start Delegating. Hustle culture leads to burnout. Smart owners out-delegate, not out-work. Systems and scorecards let you scale without grinding yourself or your team down.   Key Takeaway: EOS gives you the structure; Profit First systems make sure the structure actually pays. Together, they align your people, vision, and numbers so your business grows with ease — and adds another zero without adding more chaos.   About Rick Benton: Rick's entrepreneurial journey started in high school when he and a friend started an event company. Dedicated to a vision of creating the most exciting and energetic experiences, the business quickly found successes that extended far beyond the local Detroit market. Fast forward a few decades and this multi-state, award winning company provided event planning, coordination, entertainment, and AV production services for national corporate, social and educational clients. After a successful sale and exit of the business in 2018, Rick has been a teacher, a coach, and a business consultant. His superpower is his energy and passion for business, learning and growth, always challenging the existing status quo to find better solutions. He personally understands and experienced the power of EOS and how it offers freedom for entrepreneurs to break through their ceiling, clarify and achieve their vision, while improving the lives of leadership teams, employees and their families. Rick is excited to share that EOS power with you to achieve your VISION, gain TRACTION, and build a HEALTHY, cohesive, and fun-loving leadership team.   Links: EOS: https://www.eosworldwide.com/rick-benton    LinkedIn: https://www.linkedin.com/in/rickbenton/   Facebook: https://www.facebook.com/rick.benton/    Conclusion: Scaling isn't about doing more — it's about doing the right things in the right order, backed by clear numbers. EOS brings operational discipline. Profit First adds financial confidence. When those two worlds meet, your business becomes scalable, self-managing, and sustainably profitable.   If you're ready to connect your EOS scorecard to real profit and cash flow, schedule a Profit Assessment Call with Rocky and start turning structure into wealth.   #ProfitFirst #EOS #Entrepreneurship #BusinessGrowth #CashFlow #FractionalCFO #Scorecard #Visionary #Integrator #Delegation #Systems #FinancialFreedom #SmallBusiness #ProfitAnswerMan   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

One of the biggest banking and payments conferences, Money 20/20, has wrapped up and the enthusiasm for all things stablecoin has continued. Jordan McKee, Sampath Sharma and McKayla Wooldridge return to discuss how this is evolving with host Eric Hanselman. The cryptocurrency has become the buzzy headline in so many of the conversations at Money 20/20. But consumers are still wary of stablecoins and the larger questions is around how financial services companies will deliver valuable services using them. Unlike previous years, there were no dark clouds hovering over the payments markets. The industry is generally upbeat and starting to embrace agentic AI. Efforts are underway to standardize agent-driven commerce with the Agentic Commerce Protocol (ACP). It's a point of cooperation across payments companies that normally compete for share of consumer wallets. There's still work to be done in developing governance mechanisms for agentic transactions and those efforts will also need to build consumer trust.   More S&P Global Content: Inside the role of payments manager: Responsibilities, KPIs and strategy Next in Tech | Ep. 239: Stablecoins   For S&P Global subscribers: Interest in stablecoins and agentic commerce tempered by caution – Highlights from VoCUL: Connected… Data Insight: Cross-border payments volume to surpass $17 trillion by 2030 Cross-Border Payments Market Monitor & Forecast - Data Visualization Cross-border payments, stablecoins generate buzz at a low-key Money20/20 Asia   Credits: Host/Author: Eric Hanselman  Guests: Jordan McKee, Sampath Sharma, McKayla Wooldridge Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith  

What are some ways you can build the Kingdom through your business right at home? In this episode, Jeff and Jarrod discuss: Boldly and unashamedly preaching the gospel of Jesus Christ.Freedom through obedience.Business to support the ministry.Take care of things at home first.  Key Takeaways: Growth often needs to happen slowly and deliberately to support the leaders and the development of the community.Teach people to fish. Be willing to go on the journey with them at the necessary speed. Not everything needs to be done immediately. Change happens in God's time.Start with your business. There are needs at home, not just overseas.Things can get messy when you run a Kingdom business because you become aware of people's lives and challenges. Start there.  "What we know to be true is that sound business principles are the same around the world, and if a ministry is pushing back when you ask just simple questions about accountability, KPIs, and transparency, you need to ask more." —  Jarrod Brown About Jarrod Brown:Jarrod Brown is the founder and CEO of Mission Lazarus, a nonprofit organization using development initiatives to help individuals live abundant lives, now and forever. Mission Lazarus focuses on medical, educational, economic, and spiritual development initiatives in isolated and remote villages in Honduras and Haiti. Jarrod moved to Honduras in 2001, where he lived for nearly 13 years. Jarrod is also the founder and president of Lazarus Group, the holding company for numerous for-profit endeavors, including San Lazaro Coffee and Lazarus Artisan Goods, that are used as tools for sustainable discipling. Jarrod has degrees in International Business and Spanish. He is passionate about finding sustainable solutions in ministry and business to transform lives and the Kingdom. Today, Jarrod and his wife Gabi call Magnolia, Texas, home. They have three children, Aiden, Levi, and Soledad.  Connect with Jarrod Brown:Facebook: https://www.facebook.com/missionlazarus/Instagram: https://www.instagram.com/missionlazarus    Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdvFacebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw