Podcasts about kpis

Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who's advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Catrina specializes in turning reactive “tax season” chaos into proactive, year-round wealth strategy. She breaks down the KPIs that actually drive profitability, the entity and election decisions that matter, and timely plays like bonus depreciation, §179, and QBI that can free up cash to grow.   Key Takeaways: → Proactive vs. reactive taxes: what changes when strategy starts before year-end. → The five KPIs that matter: cash flow, profitability, A/R & A/P, LTV, and CAC—plus how to dashboard them. → The C.R.A.F.T. Money Map: Cash flow, Retirement, Asset management/protection, Financial freedom, and Tax strategies. → Entity structure ≠ paperwork: why LLC + the right tax election (S/C/partnership/sole prop) can swing your tax outcome. → When to hire a strategist: startup consults to avoid missteps; quarterly at ~$50k profit; monthly at ~$100k+.   Catrina M. Craft, CPA, CEO & Founder of Craft More Cash. "The tax code isn't fair — but that's your opportunity as a business owner.” This is the perspective Catrina Craft brings as the CPA and tax strategist behind some of the most profitable coaches, consultants, and creators in the industry. After climbing out of $100K in debt and losing 80% of her income overnight, she rebuilt her business by using the same advanced tax strategies and wealth-building tactics that the top 2% of the wealthiest rely on to protect and multiply their money. Now, she teaches her clients to do the same. Through her Craft Money MapTM system, she helps high-earning entrepreneurs cut taxes by 25% and boost profits by 20% — strategies most accountants won't even talk about. On the mic, Catrina pulls back the curtain on what the ultra-wealthy know: how proactive tax strategy lets you keep more, grow faster, and build real wealth. Listeners walk away with practical insights on entity structuring, overlooked deductions, and income planning that scales. Connect With Catrina: Website: https://www.catrinamcraft.com/ Instagram: https://www.instagram.com/catrinamcraft/ Facebook: https://www.facebook.com/catrinamcraft1/   Learn more about your ad choices. Visit megaphone.fm/adchoices

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

What if the real key to connection in the digital workplace isn't more tools, but more trust? In a world obsessed with metrics, platforms, and productivity hacks, Andy Sitison flips the script. A strategist, designer, and people-first tech mind, Andy joins Nikki to explore how we move from clicks to true connection.

In this behind-the-scenes episode of the Fleet Success Show, Josh Turley sits down with long-time NAFA 100 Best Fleets judge Scott Rood to reveal what really goes into scoring top public fleets across the country.With over six years of judging experience, Scott unpacks the nuances of what separates a winning application from a forgettable one. From incomplete data and wordy essays to fleets getting creative with technician shortages, this episode is a goldmine for any fleet manager looking to stand out in the competition—or simply improve their operation.If you're serious about benchmarking your fleet, increasing asset availability, retaining technicians, and proving your team's value to stakeholders, this conversation is a must-listen. It's full of hard truths, hilarious judging stories, and actionable advice that will make your next NAFA application stronger—and your fleet operation smarter.  ✅ Key Takeaways:The #1 Mistake applicants make when filling out their NAFA 100 Best application (and how to avoid it)Why data transparency—not just storytelling—is essential for scoring highThe importance of application reviews and how they directly impact next year's rankingWhy recruiting from trade schools is becoming a smart strategy for solving the tech shortageA behind-the-scenes look at how judges standardize scoring across 200+ applicationsWhat judges are really looking for when evaluating KPIs like fleet availability and comeback rates 

In this episode of the Balancing Act podcast, Andy interviews Radhika Dutt about product management and operational measurement tools like KPIs and OKRs. Radhika shares her insights on product diseases, the role of a product manager, challenges faced in product management, and the importance of prioritization and alignment. She introduces puzzle solving as a more effective approach than traditional goal setting, emphasizing the need for reflection and curiosity in product management.  Radhika is an entrepreneur and product leader that advises organizations on building products that create fundamental change. She's the author of Radical Product Thinking: The New Mindset for Innovating Smarter. Tune into episode 224 to hear Radhika's story, her career rocket-booster moment, and her innovative thoughts on product management and operational measurement.

Episode Summary: In this episode of *Legal Marketing Happy Hour*, Stephen Wilson, Director of SEO at Above the Bar Marketing, shares insights on creating content that attracts clicks and converts visitors into clients. From understanding user intent to establishing topical authority, Stephen breaks down how law firms can enhance their content strategy to drive conversions effectively. Key Timestamps: 00:00 – Introduction 02:15 – Differentiating content that converts from average blog posts 05:10 – Understanding user search intent for effective content creation 09:30 – Significance of topical authority for law firms in SEO 12:45 – Key elements like headers and internal links in content optimization 15:20 – Common mistakes hindering well-written pages from performing 18:00 – Balancing freshness of content and creating new vs. updating old content 21:30 – Tracking analytics and KPIs for measuring content performance 24:10 – Embracing generative tools like chat GBT for content creation 28:05 – Recommendations for strengthening content strategy for 2026 About the Show: *Legal Marketing Happy Hour* serves up tactical marketing insights to help law firms grow smarter, faster, and more profitable. The show focuses on providing actionable strategies and expert advice to elevate law firms' marketing efforts.

If you're trying to scale past $20K months but feel like your business is heavier, messier, and more exhausting than it should be — this episode is for you. In this teaching, Judy breaks down the real reason most women hit a revenue ceiling between $20K–$30K months… and why "just hiring help" is not the solution. You'll discover why your team must be sales-centric (not operations-centric), how to ensure every team member pays for herself, and the exact framework Judy uses to build what she calls a Predictably Profitable Team. This episode is a deep dive into: The 6 biggest team mistakes that quietly drain profit How to assign KPIs that actually drive revenue The difference between a busy team and a profitable one How to reclaim your time and increase cash flow — without burnout Why the CEO should always be the highest-paid person on the team If you want a business that feels lighter, more profitable, and aligned with how God designed you to lead — this is a must-listen. Next Steps:

Most practices are busy—but busy doesn't always mean profitable. In this episode of Sharkpreneur, Seth Greene interviews Terri Ross, Founder of Terri Ross Consulting & Co-Founder of Aesthetic Success, who is one of the leading voices in the medical aesthetics industry. With nearly two decades of experience, she has advised top practices, trained thousands of providers, and been featured as a speaker at Johns Hopkins, international conferences, and in multiple publications. In this conversation, Terri shares her proven seven-pillar revenue optimization system, insights on KPIs that drive millions in growth, and strategies to help practices thrive in competitive markets. Key Takeaways: → Why being busy doesn't guarantee profitability. → The seven-pillar framework for revenue optimization. → Common mistakes most practice owners make—and how to avoid them. → The KPIs that matter most in the first 3–6 months. → How pricing and compensation strategies impact profitability. Terri Ross, founder of Terri Ross Consulting, is a globally recognized expert in practice management and high-performance sales coaching, with a specialization in medical aesthetics. She has helped practices and Fortune 500 companies achieve over $2.5M in annual revenue growth. Industry leaders like Galderma, Skinbetter, and Merz Canada rely on her expertise for training sales teams and delivering keynote presentations at top aesthetic conferences. As the founder of Terri Ross Consulting, she later launched the APX Platform, merging with a patient education firm in 2023 to form a cutting-edge performance system. With a background in sales leadership roles with Fortune 500 medical device companies, Terri consistently ranked in the top 10% nationally. Terri hosts the "In Touch with Terri" podcast and co-founded Aesthetic Success, a quarterly summit series designed to master business strategy in aesthetics. Connect With Terri Ross: Website: https://terrirossconsulting.com/ Instagram: https://www.instagram.com/terrirossconsulting/ LinkedIn: https://www.linkedin.com/in/terriross/ Learn more about your ad choices. Visit megaphone.fm/adchoices

All sorts of setbacks can come up during your career. You narrowly miss landing your dream job. You get put on a project you don't love. You have a horrible manager. You go through a round of budget cuts. You have a family emergency come up. You have a sudden health issue. Or you realise you've taken the wrong job. We all experience disappointments, stressors, or unexpected twists and turns in our career that test our resilience, patience, and fortitude. Career setbacks can't be avoided. No matter how well you plan things out, stuff comes up, and your ability to navigate and manage those setbacks will make the difference between you getting stuck in a rut or bouncing back to find a better way forward. In this episode of the Career Relaunch® podcast, Ben Kuhl, a sports and events hospitality management professional turned woodworking, shelf-making craftsman shares his thoughts on his shift from white-collar to blue-collar work, and I also share some thoughts on the hidden blessings behind career setbacks.

In this special episode, host Cindi Howson pulls together the most useful, and hard-won, lessons from a year of conversations with Data Chiefs leading the GenAI charge. With generative and agentic AI no longer a side experiment, this episode spotlights five practices early adopters can rely on to move from pilots to profit. Expect straight talk on what to prioritize, how to bring people with you, and how to scale AI with the trust, literacy, and guardrails that make impact stick.Key Moments:Tying AI to Real Dollars with Anand Iyer, Ecolab (02:10): Anand cuts through the GenAI FOMO and brings everything back to a simple survival test: if you can't draw a straight line from an AI initiative to top-line growth or bottom-line savings, it won't last. His lesson is a sharp reminder that “cool” doesn't scale, value does. Leading Through Ambiguity with Karen Stroup, WEX (06:01): Karen names what everyone's feeling: ambiguity is paralyzing. She explains how leaders earn trust by shrinking the unknown into learnable, bite-sized experiments and creating the psychological safety people need to engage instead of resist.Building Practical AI Literacy at Scale with Josh Cunningham, Lloyds Banking Group (12:42):  Josh shares how Lloyds Banking Group makes literacy impactful by meeting people where they are. Rather than one-size-fits-all training, they pair broad fundamentals with role-specific learning so every business unit can build confidence in ways that match their actual work. Scaling Responsible Agentic AI with Noelle Russell, AI Leadership Institute (25:09): Noelle steps in with a practical framework for building agentic systems that don't go rogue. She walks through the POET framework and stresses that responsible AI isn't a final checkpoint. It's something you embed from the first idea to production, with guardrails that protect people and outcomes.Embedding AI Where Work Happens with Ilan Twig, Navan (32:35): Ilan tells a classic early-adopter story: start with a business problem, move fast, and be ruthless about what needs building versus buying. His lesson is that AI wins when it's inside the workflow, supporting decisions at the point of impact rather than living in a separate tool. Don't Let Perfection Stall Progress with Ketan Karkhanis, ThoughtSpot (40:59): Ketan shares a culture gut-check: waiting for perfect metrics, perfect KPIs, or perfect clarity is how progress dies. He argues for visible, trust-building iteration, because in AI, speed to learning beats speed to certainty. Key Quotes:“One thing that people sometimes forget is that at the end of the day, it's all about are we either saving money or making money? And are you able to show that in the bottom line or the top line in a measurable way?” - Anand Iyer“I don't think there's any chief anything officer that should not be considering AI today. I think if you're not considering AI, you are at the risk of being disrupted because you're not going to be learning at the pace with the rest of the industry, and there's someone out there looking for a better way.” - Karen Stroup“It's trying your best to meet people where they are… Finding a way to anchor the [AI] learning to something that's relevant to their day-to-day role is always going to make it land better.” - Josh Cunningham“ When people lose 70% of their trust in you, they just don't buy from you, they don't work for you, they don't talk about you… and your business starts to die. I think that trust component is a human component… and it is underpinning all the other philosophies that I have.” - Noelle Russell“When you asked me about how to educate yourself on AI, I think that companies must make a decision, and quickly, this or that.” - Ilan Twig“ Don't let perfection be the enemy of progress.” - Ketan KarkhanisGuest Bios Anand IyerAnand Iyer is the SVP, Chief Data Officer at Ecolab, where he leads the company's global data and analytics strategy. Based in Mechanicsburg, Pennsylvania, he oversees enterprise data governance, business intelligence, engineering, and advanced analytics to accelerate Ecolab's digital transformation. Since joining in 2018, Anand has held several senior roles, including VP of Enterprise Architecture and VP of Architecture for Commercial Digital Solutions, helping to scale IoT and data-driven platforms across the organization.Karen StroupKaren joined WEX in 2022 as Chief Digital Officer, a newly created role. She brings more than 15 years of experience leading product management, digital, and innovation organizations focused on software as a service offerings, primarily in financial services.Josh CunninghamJosh Cunningham is the Group Head of Data and AI Culture at Lloyds Banking Group, where he leads the Data Culture Pillar—one of five strategic pillars in the Group's data strategy. He is focused on embedding data-driven mindsets across the organization and empowering teams to unlock the full value of data.Noelle RussellNoelle Russell is a multi-award-winning speaker, author, and AI Executive who specializes in transforming businesses through strategic AI adoption. She is a revenue growth + cost optimization expert, 4x Microsoft Responsible AI MVP, and named the #1 Agentic AI Leader in 2025. She has led teams at NPR, Microsoft, IBM, AWS and Amazon Alexa, and is a consistent champion for Data and AI literacy and is the founder of the "I ❤️ AI" Community teaching responsible AI for everyone.Ilan TwigIlan Twig is the co-founder and Chief Technology Officer (CTO) of Navan, the leading modern travel and expense management platform, globally. As CTO, Ilan drives Navan's product development and engineering efforts, leveraging cutting-edge technologies — including AI — to enhance user experience and operational efficiency. Ketan KarkhanisKetan Karkhanis is the CEO of ThoughtSpot, the Agentic Analytics Platform company. Prior to joining the company in September 2024, Ketan was the Executive Vice President and General Manager of Sales Cloud at Salesforce. He returned to Salesforce in March 2022 after his time as the COO of Turvo, an emerging supply-chain collaboration platform.  Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

Rob Turano, Operating Partner at Bloom Equity Partners, breaks down the playbook he uses to transform lower middle-market software companies—from sharpening product focus to elevating talent and building repeatable go-to-market engines. He shares how Bloom integrates operating partners early in diligence, accelerates transformation in the first 12–18 months, and instills a performance culture rooted in data, speed, and ownership. Rob also gets personal, from his love of cooking to the practices he uses to think more clearly as a leader. It's a sharp, candid look at what real value creation in private equity demands today—hit play and take notes. Episode Highlights 1:31 – Growing up in New Jersey, Villanova roots, and the consulting-to-private-equity path 5:56 – Why food matters in Rob's life and how he became Bloom's unofficial in-house chef 9:22 – The three traits Bloom looks for: focus, management strength, and GTM maturity 14:38 – Selling value vs. selling features—and why every salesperson must think like a CFO 20:49 – How Bloom's deal, BD, and operating teams collaborate from diligence through execution 27:45 – The urgency of the first 6–12 months and the sequencing of transformation in PE 36:18 – Rob's top advice to PortCos today: talent first, disciplined KPIs, and repeatable GTM engines 40:25 – The book shift that made Rob more creative—and the life hack that helps him think clearly For more information on Bloom Equity Partners, go to https://www.bloomequitypartners.com/ For more information on Robert Turano, go to https://www.linkedin.com/in/robert-turano

Cameron discusses the critical role of leadership in medical practices, particularly in the aesthetics field. He emphasizes the importance of evaluating team performance, especially at the front desk, and the need for effective compensation and performance metrics. He advocates for regular one-on-one meetings with team members to foster communication and accountability. He also highlights the necessity of ongoing training and sales techniques to enhance patient engagement and practice culture. He concludes with a call to action for practice owners to take charge of their leadership and team dynamics to build a successful business.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Leadership is crucial for the success of medical practices.High turnover may indicate leadership issues rather than team problems.Front desk staff are vital revenue generators and should be treated as such.Performance-based compensation can motivate staff effectively.Regular one-on-one meetings are essential for team dynamics.Sales training is necessary for enhancing patient engagement.Ongoing training and onboarding are critical for staff success.A positive practice culture leads to better retention and performance.Metrics and KPIs should guide decision-making in practices.Accountability is key to building a successful business.Medical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

As 2025 wraps, many business owners are feeling the wobble, slower demand, rising costs, and uncertainty about what 2026 will look like. In this episode, Melissa explains why the economy feels off, why small businesses feel the impact more intensely, and how to regain control with her Wobbly Economy Planning Framework.Four planning mistakes to avoidTrying to cut your way to growthCreating one rigid planFreezing hiring and burning out your teamMaking pricing decisions too lateThe Wobbly Economy Planning FrameworkMelissa walks you through creating three scenario-based plans, Best Case, Likely Case, and Worst Case, plus how to review your offers, build an expense strategy, set cash and margin guardrails, and choose the right KPIs.Your role as the leaderYour energy sets the tone. Your team and clients don't need certainty, they need clarity, confidence, and a steady path forward.Need help building your 2026 plan?Book a free consultation at www.melissafranks.com/fractionalcooservices planning in a wobbly economy is too important to do alone.Connect with Melissa: Watch the Episodes on Youtube Instagram: instagram.com/melissa_franks Schedule a call: melissafranks.com

Roger Knecht is joined by Marie Torossian, founder of The Profit Lab, to discuss strategies for accounting professionals to grow successful businesses on the latest episode of Building the Premier Accounting Firm. They cover topics from differentiating services like CFO advisory and coaching to attracting high-value clients with strong growth mindsets, emphasizing the importance of clear communication and accountability. In This Episode: 00:00 Introduction and Torossian's Background 02:08 Path to Entrepreneurship 05:30 Profit Lab's Genesis and Separation 09:14 Coaching, Advisory, and Consulting Defined 14:29 Setting Clear Client Expectations 19:43 Attracting High-Value Clients and KPIs 25:35 Building Credibility and Explaining Value 31:00 Uncovering Client Blind Spots and Personal Impact 38:16 Applying Financial Insights and Entrepreneurial Freedom 43:19 Gratitude, Resources, and Call to Action 49:03 Becoming a Profit and Growth Expert Key Takeaways: Differentiate accounting services (bookkeeping, tax, CFO, advisory, coaching) to set clear client expectations. Attract high-value clients by seeking those with a growth mindset who see value in financial insights. Implement 10X strategies and sales processes to improve client onboarding and reduce confusion. Leverage non-financial KPIs, such as leads and marketing channels, to provide holistic business guidance. Cultivate omnipresence through consistent content and testimonials to build trust and credibility. Featured Quotes: "I didn't know accounting was actually a class." — Marie Torossian "Our industry needs all of this information. I want to be a coach and I want to bring all of the 10X strategies, money mindset, all the marketing, sales, and really help our community of accountants, bookkeepers, and CPAs." — Marie Torossian "Coaching brings the accountability." — Roger Knecht Behind the Story: Marie's background began with practical experience in her father's businesses, leading her to discover accounting as a profession. Her career evolved from audit and corporate CFO roles to launching her accounting firm and eventually The Profit Lab, a coaching business. She emphasizes the importance of clear service definitions, strategic marketing, and understanding client psychology for sustained growth and personal fulfillment. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a complete assessment and a 30min review of the assessment of your money mindset, marketing and sales skillset: profitlab.biz/10xassessment    Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Axel welcomes back Stacey Hampton, founder of Asset NOI Consulting, for a highly tactical conversation focused on improving multifamily operations in today's challenging environment.Stacey breaks down how asset managers can move beyond surface-level KPIs and start focusing on the metrics that actually drive performance. She explains how to turn annual budgets into actionable operating plans, how to think strategically about lease expirations throughout the year, and why understanding the true cost of turnover fundamentally changes decision-making.The conversation also dives deep into renewal strategy, retention timing, workforce housing dynamics, and why optimizing for cash flow, not just rent growth is critical for long-term operators.This episode is a must-listen for owners, asset managers, and operators who want to tighten operations, protect NOI, and make better data-driven decisions.Join us as we dive into:The difference between asset management strategy vs. property management executionHow to convert a budget into a clear, measurable action planWhy landing Q1 is critical to hitting annual NOI targetsHow to intentionally manage lease expirations across the calendar yearThe real, fully-loaded cost of a unit turnoverWhy retention and occupancy are often more powerful than rent growthTools and AI resources Stacey is using to stay ahead of operational trendsAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Download The OM For The NH Multifamily Fund IIIAccess The Deal Room For The NH Multifamily Fund IIIConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate PartnersConnect with Stacey:Connect with him on Linkedin

Tiff and Trish discuss the often ignored practice transition — are you looking ahead for your practice? Ten years out? Thirty years? The two consultants discuss what to keep in line now so that any changes on the horizon are received with minimal panic and damage. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:01) Hello Dental A Team listeners. We are here today with some really, really just fantastic information. We're rounding out the year, if you can believe that. It's almost 2026, so whatever year you're listening to this in, hopefully it's also still super relevant, but we are heading into 2026 here soon. And we thought that it would be really fun to just wrap the year with a couple of different practice strategy kind of.   don't know, just like how to progress where you're at, from where you're at to where you wanna go. Strategy podcast. So I'm just super excited. I have one of my favorite human beings in the world here with me today. I have Ms. Trish Ackerman. She is a prized possession on the Dental A Team team here. She is a traveling dental consultant with our team, which means that she does virtual consulting. So we do.   coaching calls, video calls, we team training calls, all those pieces, you guys know that, but she also travels to practices and sees different practices in person, kind of helping them strategize and train the team and get things working again, kind of oiling that machine. And something I like to say is, I always tell my practices, Trish, and I think you probably feel the same way, I always tell my practices that we have the most incredible practices that join the Dental A Team. We really attract the most incredible people, but   more than anything, I always know that I'm coming into a practice that's running really well. And my job is to find the areas where they just kind of feel a little bit stuck. Maybe something's a little bit inefficient. Maybe there's just something that's like, gosh, if we tweak this a centimeter to the left or a millimeter to the right, kind of I think of like implants, like, you know, you gotta just get them just right. And if we can make that little tweak ⁓ with them in office and find those areas, then their lives become.   less stressful. like to remove the stress. So I always tell practices, gosh, like I just don't get invited to practices that aren't doing well. I'm always, I'm always just so shocked at how well practices are doing. And Trish, I know you've consulted for a while. You've been here with our team for a little while, but you have just so much, there's like a wealth of knowledge behind you and all of the aspects of everything that you've done. And I'm so excited for you to be on this team. I know your practices are thriving because you're here.   We are thriving because you're here and we're all better people because of it. So Trish, thank you so much for being here today. I'm excited to pick your brain on these practice strategies. How are you? Your hair, we already talked about your hair is stellar. I had a weird hair dream. So hair is on the mind. It's like, it's a thing today. So welcome with your beautiful glasses and your beautiful hair. And it's 8 a.m. in the morning. What were we thinking? But this is a great way to start our day. Trish, how are you today?   DAT Trish Ackerman (02:44) I'm doing great. Thanks, Tim. I always like doing this with you.   The Dental A Team (02:47) Okay, thank you. Thank you. That makes it much easier ⁓ when I schedule it that you enjoy doing it. So thank you. I appreciate that. ⁓ I do enjoy life with you. You shed a lot of perspective for me. So thank you. ⁓ Yeah, definitely team listeners. I had this, okay, start over. Marketing, our marketing department, they help us come up with a lot of topics. And then the consulting team, we kind of look at them more like, hey, is this relevant? Is this something that   DAT Trish Ackerman (02:55) Welcome.   Thank you.   The Dental A Team (03:17) we're seeing pop up in our worlds of consulting with our clients and our listeners is this something that's going to be super beneficial. And this topic came up and I was like, gosh, actually, it's kind of super cool to end the year with this because now we get to look into what next year is going to be. And this could be a lot of strategy that helps build, I think, Trish long term visions. It might not be something that someone's thinking about today. Just like I know we have.   you know, lot of new graduates who listen and, a lot of doctors who've been in practice for 20, 30 years, or even three years, five years, wherever they're at on their journey, I feel like this is information that we like to shed light on for all of our practices. That's like, always be prepared. Just like, I don't feel like, I don't feel like we buy houses. We don't have a home and not know the value always. Like we're always making sure we know the value. We're making sure we know, you know, our prices right.   our interest rates are the best that we can get. Do we need to refinance? We're always looking at those aspects, but I think that we forget to duplicate that and look at it in our business as well and make sure that we always know the health of our business. And Trish, when we're building out goals, I know you and I both do this. We like to look as far ahead as we can, like 10 years ahead to say, what could that look like? And when do you want to retire?   Right, when do you think that you want to repair? How long do you want to work? And even if that's 30 years down the road, making sure that at any point we could be ready for that. And so today is really talking about practice transition strategies, what that might look like. And Trish, I want to know from your perspective, you've done quite a few practice transitions, I would imagine, in the history of dentistry that you've got behind you there. What are some of the...   What are some common to start, like let's start just broad. What are common practice transitions that you have seen that you've worked through? Like what does that even mean when a doctor says I want to transition or we say transition in there to understand that? What does it mean to transition? What have you seen?   DAT Trish Ackerman (05:24) What I've seen is doctors that have been with the practice for many, many years, they built their legacy and they are ready to pass the baton to a new dentist. And it's a big decision. And sometimes they're sometimes they have sellers remorse because then they realize that, shoot, maybe I wasn't quite ready. But I have, I have seen it where, I mean, most of the time the sellers are very ready and, the new buyers coming in are very ready. So   you know, it's a transition. We make sure that the doctor, both doctors are aligned, the seller and the buyer, and that it's a good fit for both.   The Dental A Team (06:03) Yeah, I love that. love that. So transition could mean a sell and a buy, right? A transition is a change, right? Transition is we're making a change. We're looking different in the future than we do today. And I agree, I think a couple of pieces that on both sides are super important, I think is that alignment word that you used, right? And making sure that we know where we want to go. I think a seller needs to know where they want to go. Why do they want this practice?   the or why do they want to sell this practice and the buyer needs to know why do I want this practice and being in alignment with that is absolutely key. Now, when we're prepping for selling ⁓ and transitioning, we'll call it transitioning, what are some of the things that you have advised or you've worked on yourself while helping practices to sell? How do you prepare for selling? Like what do you need to make sure is in place if they're not?   We'll take it two ways. Maybe someone's not selling today. They're like, well, one day I might sell. And then maybe someone's like, gosh, I need to sell. want to sell. I'm ready to get out. So what would you advise someone who says maybe one day I might want to sell? How do they keep their business prepared for that?   DAT Trish Ackerman (07:16) Well, that's always the best way, like start a plan. There are times when it's like an emergency and need to sell, when they have the, when they've got the time to plan, you really want to ensure like the, like you were talking about, tip that the selling of the house, you don't sell your house if the flooring is just a hot mess or if, or if the roof is caving in, you get those things fixed first. And in a dental practice, you really need to protect the patient base because the new buyer   or even somebody transitioning in to purchases, what does the patient base look like? And if we're adding a partner, do we have a patient base for them? If we don't, this is the time that we, the doctors need to be hyper-focused on growing that patient base. That also requires like, what does the accounts receivable look like? What is the collection ratio? Is this practice producing but not collecting? And though you do like kind of a full analysis on the top.   five KPIs typically, and then ensure that they are in really good condition. You want your practice to look appealing and you want your practice to be healthy. And when you're selling anything or transitioning in, the patient base is always number one. So if you have the syndrome where the front door is open, but the back door is open as well, we need the time to strategize to get that back door closed to ensure that when we go to sell this new buyer,   The Dental A Team (08:35) Yeah   DAT Trish Ackerman (08:43) or new partner knows that there's a solid patient base in place. And then again, the counts receivable, that's another really big one. That's got to be cleaned up pretty well. Again, to look appealing and to be worth something.   The Dental A Team (08:55) Yeah, I love that. I am in transition. Like we're looking at purchasing a home and we have a home that we're either going to rent or we're going to sell. And what you're making me think of now is that our realtor, I love her dearly. She is one of my best friends in life. And she is like, cool, we can totally do this, but she needs some really nice pendant lights. Like Tiff, got to open that. She's like, I know you've got some storage closet somewhere that's got a ton of, you know,   a ton of decor, like she's like, you gotta spruce this place up. Like, yeah, she got brushing up, this is perfect. And I was like, ⁓ wow, yeah, you're right. And as I'm looking at Zillow and looking at all of these homes, I'm like, ooh, I love those pen and lights and ooh, I love that has black trim. And I'm like, my gosh, actually it's those pieces ⁓ that just sparkle that make you want that thing.   If you want to get a good price, if you want something great for your patients, you want a great person to purchase your practice and you want a great person to carry on the legacy of what you have built and a great person to take care of the patient base that you have worked so hard to get, I think you have to make it attractive and appealing. And I think you're absolutely spot on. The patient base is huge. A doctor buying a practice, a DSO purchasing a practice, like anybody purchasing his practice.   purchasing a practice wants to see that it is valuable. And the value is in the people, right? The patients and the dollars. And I think what you said is exactly true. The flip side of a patient base, you can have all the patients in the world and you can have that back door closed, but if you're not collecting the money, that back door is open. The money's just going out the door with the patients instead of staying in the practice.   That's also an issue as well. So you've got to, you've got to hang those pendant lights and get those systems in place and really, really evaluate if you were, if you remove yourself emotionally from the practice that you've built and you look at it objectively, would this be appealing to you? If you looked at your home on Zillow, you took pictures and you scrolled through those pictures and you looked at your home, would you be attracted to purchase that home? If you weren't emotionally tied to the place. So.   DAT Trish Ackerman (11:15) Yeah.   The Dental A Team (11:15) I love that.   DAT Trish Ackerman (11:16) And piggybacking on that, when you're buying a home, you're buying a practice, what's your profit look like? I mean, if you're buying something that isn't going to have any value because there's a lot of debt tied to this or like a home, if you're going to purchase a home, but you're paying too much for it because it's really only worth, mean, those are also the things that the buyer has to look at. Is this practice, is it like heavy, heavy overhead? And if so,   The Dental A Team (11:19) Mm-hmm.   Mm-hmm.   DAT Trish Ackerman (11:43) that needs to be trimmed down along with ensuring that the patient base is strong. If you're gonna sell something, it needs to be profitable to the buyer.   The Dental A Team (11:52) Absolutely,   absolutely. I think that's spot on because you're gonna look at a home and you're gonna say, okay, well, this is the dollar amount that they have it listed for based on these photos or based on what I see in person. This is what I'm gonna have to put into it to make it what I want it to be. So I'm gonna take that into consideration. So if you've got a house priced at 525 and I know it's gonna take 60, $70,000 to...   make it valuable to me, make it the home that I want. Now my brain is saying, this worth 600,000? Because that's what I'm actually putting into it. And then my offer to you is gonna take into consideration the upgrades that I feel I need in that home in order to compensate for the price that you've listed it for. Yeah, I love that. when you're talking strategies for, we always, think, let me start over.   DAT Trish Ackerman (12:35) Absolutely.   The Dental A Team (12:44) Prepping for selling, I said this in both versions, right? Because I want a doctor to purchase a practice and think that way, right? I want you to think if I were to sell this down the road.   Like how can I invest, reinvest back into this practice to make it the best that it possibly can be? I want this practice for a long time, but we're not gonna be here forever, right? We're not, we may be in our home forever, but the likelihood of that in this day and age in 2025 is unrealistic. We're not gonna, we're likely not going to serve the term of our loan agreement in our home. Like we're going to move on, we're gonna find something new and the same is true for your business. So making sure, we don't know.   We don't know when that's going to happen. We might say, want to practice for 30 years. Great. But if you wait for 25 years to get ready to sell, you're going to be in an emergent sell situation. So day one today, making sure that you think like a seller doesn't mean that you're selling your practice. It doesn't mean that you're not there for your team. It doesn't mean that we're not here for the culture and that we're not here for the growth and the patience. It means we're preparing for everything.   That will set you up for success because you're constantly thinking about the value and about the return on investment that you're making. think that thinking like a seller, thinking, what would I do if I were selling this practice right now, helps you objectively make decisions in the practice, in my opinion. ⁓ Emotions are really, really hard. Emotions are fleeting. Emotions will drive us and we have to be able to step outside of that.   to make really great business decisions most of the time. Now, Trish, me, I always tell my practices, know the worth. So get valuations, like every so often. How do you feel about that? How do you suggest people do that?   DAT Trish Ackerman (14:35) totally agree. think at least every five, five to seven years get a valuation of the practice because that'll also help you guide. If let's say it comes in pretty low, that will give you the valuation company can give you all the tools and the map that you need to get the value up. And if you just sit stagnant, which unfortunately a lot of doctors do, and then they're super shocked because the practice isn't worth anything.   And that is what we don't want to happen, especially to our clients, know, if this is something that they're talking about. So if the valuations, sure, they might cost something, but get it done anyways, because you can continue. It's almost like when you remodel the home. I love using the house as the analogy and get the valuation consistently through the years, because they don't know what they don't know. And when you're only in those four walls all the time,   You don't see what you can be actually doing. the valuation, that totally helps, because it gives all the current owners new perspective, new ideas.   The Dental A Team (15:45) beautiful. love that new new perspective, new ideas. I love that. And I think I'm addicted to it's like a it's a problem. I am addicted to model homes, just going and walking model homes. I love it. I love walking model homes because I love new perspectives and new ideas. And walking into a model home for me is like, ⁓ my gosh, I wouldn't have even thought to do that with that kind of a space. Right. So I'm getting to see   DAT Trish Ackerman (15:56) I don't know how to tell you.   The Dental A Team (16:14) all of these interior designers work their magic in brand new homes, fresh and new, and I can go, my gosh, I can do that. And we we toured a spec home, meaning it was already built, ⁓ but nothing's in it. it's new, but not all the upgrades. But I thought there was the spec home that I'm like, what do you even do with that space? Like that is the most random space I've ever seen in a house. It's just this little cubby in the back of a kitchen.   So I was like, we need to go look at the model home. So we went and looked at the model home and I was like, oh, that's brilliant. I never would have thought to do that. But what you made me think of was that, like touring model homes, right? If we're not getting the valuation, we don't know the value of our home, but we're also not looking at what other people are doing and touring models. We're not going to...   It makes me think of the ADA, the CE courses and the Arizona Dental Convention and the California Dental Convention and going and seeing the floor models of new chairs, new, like getting all of these new ideas and doctors, caveat, it does not mean that we need to implement everything. I do not buy everything I see at the model homes. I just get ideas and then I watch for really good deals, right? But that's where I think we can get those pieces, those missing pieces in something   that I think we have really exciting here at Dental A Team is we have such an amazing community of doctors who are like-minded, but doing things in a different way in every practice. Every practice has their own flair. And when the doctors come together, when they get together at our masterminds and they're in person and they're at our doctor-only masterminds on the first Tuesday of every month and they're sharing these ideas, it's like touring a model home with your best friends. Like, ⁓ my gosh, I didn't even see that.   I didn't even hear it when Trish said that to my team. I didn't hear it that way. I'm to take this back and communicating with each other and getting that fresh perspective, like prepping for selling valuation and have some really good people surrounding you to constantly keep your brain fresh. Yeah, I love that.   DAT Trish Ackerman (18:21) For sure. For sure. The team   is also another, they are also a big factor of this. If this is a legacy practice and there's a hygienist that's been in this practice for 20 years, that is also something that needs to be considered. it can be a little scary when you've got a legacy team, a new buyer comes in and then the seller is out and team goes with.   The Dental A Team (18:26) Yeah.   Yeah.   DAT Trish Ackerman (18:46) And if we can also like your locking in your patient base, you're ensuring that your profit margins are good, that your accounts receivable is healthy, what's the team going to be doing? Because we also need to strategize for that too.   The Dental A Team (18:55) Yeah.   I love that you said that because I think one of the scariest things to a practice owner or business owner in general is the loss of a team. And I think people shy away from talking about the inevitable because they're afraid that the team's going to be scared and run away. And I firmly believe that the people that are meant to be in my life will stick around no matter what my life looks like. And if I'm prepping for   for selling, like I want my team to know too, hey, I'm here for the long haul, but we've got to make sure that we're super healthy because if we're not super healthy and not a buyable practice, if we can't sell, we're not doing right by our patients and I'm not doing right by you. I should be able to ensure that this business is healthy enough that it would want to be swooped up by someone because that means it's healthy enough that I can pay you. And that's how we do it. Yeah, that was beautiful.   Trish, some things that I picked up from you in the systems and I heard, re-care. You are a genius when it comes to re-care strategy. I have never seen someone pull out a re-care strategy like you do and it's beautiful. So if you all need some re-care strategy, like pick Trish's brain. If she is your consultant, you are in fantastic hands. Your re-care, your reactivation is amazing. So.   I know you tackle those, right? So patient-based, re-care, reactivation, and new patients, which also turns into some marketing, making sure that marketing is working. But then you also said ⁓ AR and that our collections are healthy. So patient-based, AR, and then team. So culture, right? So those are, and profit, profit, yes, yes. And if your AR ⁓ is in line, your collections is in line, your patient-based is healthy.   DAT Trish Ackerman (20:37) prop. ⁓   The Dental A Team (20:47) you watch your spending, your overhead should follow those things. Your overhead, typically like to, we love 50%. I love a 50 % overhead margin. Typically what we're gonna see if I'm truthful and honest is 55 to 65%. I really like that 50 to 60 % is really healthy and safe. And I see doctors feel really good and like they can save for what they need to save for and not be stretched too thin, but that 55 to 65 % is pretty common.   ⁓ So, re-care strategy, these are the pieces guys, these are your action items from Trish. Make sure you are ready to sell so that you're not in an emergent situation. If you're in an emergent situation, meaning you're trying to sell within the next one to five years, bust a move. You can still do this. Re-care strategy is in place. We're not losing patients out the back door, meaning they're getting reappointed. They're coming in, your new patients are staying. Re-activation.   So what patients have gone out the back door, who has not been seen in the last 18 months or so, AR, make sure that your collections is super clean. That is a space that doctors get a little scared. Reach out, Hello@TheDentalATeam.com, reach out, we will help you with this. And then your profit and your culture. Okay, so watch your culture. Go ahead, Trish, show us what can see. yeah.   DAT Trish Ackerman (22:02) I do want to add something to the accounts receivable that just popped in my   mind. I can't believe I left this out. Not only is it the accounts receivable, but also the credits. When you see some practices that have like $100,000 worth of credits, that is also something that it's got to be cleaned up. It's got to be cleaned up before sell.   The Dental A Team (22:11) Yes, yeah.   Mm-hmm.   I completely agree. That was a massive, massive space. Good job. Yes. I agree. We focus really heavily on, by we, I mean the dental community, on the outstanding money, what is owed to you, but what do you owe to the people? What needs to go out?   DAT Trish Ackerman (22:38) Yep. That is a big   one when we go to sell.   The Dental A Team (22:42) Yes,   and I've seen it, you guys, I've seen it upside down. I have seen our AR, our accounts receivable that's due to us is lower than our credits. That's a scary place to be, okay? So watch for those, that was huge stress, yes. So get your re-care, reactivation in line, okay? Get your patients in line, your new patients as well. Make sure that your collections is healthy, so your AR is healthy.   DAT Trish Ackerman (22:53) Yes.   The Dental A Team (23:09) Your credits are healthy, that your profit is healthy and that your culture is healthy. Those are the spaces to ensure. then every once in a while, Trish, I love the five to seven years, go get that valuation. Make sure that you know the value of your practice and go walk some floor models. You guys, it's super fun. So if you're bored on the weekend too, like they're open all the time. So there you go. That's where you'll find me. Um, I know I do love them so much. I'm like, oh my gosh, I take pictures. I have pictures of tables and like.   DAT Trish Ackerman (23:28) Perspective and ideas.   The Dental A Team (23:39) lights on my phone that I'm probably never going to use, but I've got them because I saw them and I was like, that's a beautiful table. I'm going to find that. You never know. They're there. All right, guys, go do the things. Trish, thank you so much. I knew you would have just a ton of information for us. And you guys, again, if you have re-care strategy questions, Trish's   DAT Trish Ackerman (23:46) Yeah, you never know when you might get it.   That's cool.   The Dental A Team (24:01) Trish is our go-to gal. We've all got our stuff, but I have literally been in an office standing next to her watching her do it, and I was like, I don't even know how you're doing these numbers. So she's got a lot to teach all of us, and she's your gal. So Hello@TheDentalATeam.com. You guys, go do the things. You know where to find us. Drop us a five-star review. Let us know what you loved. Let us know what you want to hear, like I said at the beginning.   We come up with these on our own, you guys. We just kind of dig through our brains and think what could be healthy for practice, what could somebody want. So if you have ideas, if you have things that are burning desires, please reach out. We would love any suggestions on topics that we're maybe missing. Hello@TheDentalATeam.com. And thanks guys, we'll catch you next time.   DAT Trish Ackerman (24:43) Thanks, Tiff.  

At the end of every year, I like to take a step back and look at what's really happening in our industry. Not just at a surface level, but underneath it all. In this episode, I'm joined by my good friend Gordon Miller for one of our now-regular “state of the nation” conversations, where we dig into the biggest shifts shaping the hairdressing industry right now.We talk about the growing importance of data, what AI is actually being used for inside real salons, and why understanding the numbers is no longer optional if you want a sustainable, profitable business. Gordon shares practical examples of how salons are using AI to improve communication, training, productivity, and decision-making, not as a replacement for people, but as a tool to make people better at what they do.We also explore the changing relationship between salons and product companies, the rise of independent and freelance models, and why great commission-based salons are still creating incredible careers for hairdressers who want stability, structure, and serious earning potential. If you care about the future of this industry and your place in it, this is a conversation worth listening to.IN THIS EPISODE:[00:00] Welcome and introduction[00:24] Why end-of-year reflection matters for salon owners[02:14] The two biggest changes Gordon's seeing in 2025[03:02] Data is becoming the decoder ring for everything[04:23] What's driving the focus on numbers and KPIs[08:37] The AI revolution in hairdressing salons[10:17] Real use cases: How top salons are using AI daily[14:42] Using AI to improve manager-team member communication[17:05] The connection between data and AI in salons[18:13] How salon tech companies are integrating AI[21:24] The evolution of the salon business model[25:04] Why the commission model isn't going anywhere[31:02] The truth about working hours in the industry[36:40] The changing relationship between salons and manufacturers[42:24] Why salon associations matter more than ever[45:25] Where to connect with Gordon MillerWant MORE to help you GROW?

In this episode of the Fitness + Technology Podcast, Bryan O'Rourke shares his webinar, "Using Data & Technology To Drive Club Revenues," alongside Pablo Viñaspre of FitnessKPI. The session explores how data and digital tools are reshaping fitness business performance, with a focus on practical, real-world application. Listeners will gain actionable insights on improving member retention, optimizing pricing strategies, and unlocking new revenue opportunities through smarter use of analytics and technology. Designed for operators, managers, and industry professionals, this webinar provides a clear framework for making more informed decisions and driving measurable, sustainable growth. You can view the webinar deck here: https://www.slideshare.net/slideshow/using-data-technology-to-drive-revenue-fitness-kpi-12-25-webinar/284677394 One Powerful Quote: 32:48: "So deciding which moments in the customer journey or in the customer experience I can fully automatize and in which ones I have to go fully human to bring that value." 4-10 Bullet Points (w/ timestamps) - Highlighting key topics discussed: 1:46: Bryan opens the webinar by outlining the agenda, followed by Pablo introducing Fitness KPI and its role in data-driven decision-making for fitness operators. 8:58: Bryan and Pablo discuss why data proficiency is becoming a core organizational competency across the fitness industry. 11:50: The conversation turns to how leading enterprises are using data insights to improve the quality and speed of decision-making. 15:02: Bryan and Pablo explore the challenge many organizations face in extracting real value from AI, despite lagging in the development of critical AI capabilities. 18:57: Pablo identifies the most significant sales revenue opportunities currently available to fitness clubs. 23:31: Pablo highlights brands that are setting the standard for excellence in data insights and analytics execution. 29:01: Bryan and Pablo discuss the future evolution of technology stacks for fitness operators. 34:58: Pablo shares what he believes is the single most important mindset shift required to fully leverage data and technology. 37:40: Pablo explains how operators can translate data into concrete operational actions and meaningful KPIs. 42:25: Pablo provides software recommendations for effectively managing and centralizing data. 45:20: Pablo outlines the key barriers and concerns organizations face when implementing data and technology solutions. Bullet List of Resources: https://fitness-kpi.com/ Guest Contact Information: https://www.linkedin.com/in/pabloviñaspre/ https://x.com/PabloVinaspre https://www.bryankorourke.com/ https://www.linkedin.com/in/bryankorourke/ http://www.fittechcouncil.org/ https://www.youtube.com/user/bko61163

In this episode of Hustle Inspires Hustle, Alex Quin sits down with Brandon Travin, Director of Sales and Partnerships at Resident.com, a legacy luxury lifestyle publication founded by his father in 1988. Brandon shares how he helped transform the brand from a print-focused magazine into a modern, digitally dominant media company with a domain authority of 70. They discuss the power of SEO, personalized brand partnerships, email marketing, luxury events, and leveraging AI in content. Brandon emphasizes the value of storytelling, long-term relationships, and meeting clients where they are. The episode also highlights the importance of combining tradition with innovation while staying true to brand values in the fast-evolving luxury media space.Episode Outline:[00:00:00] Intro and welcome[00:01:30] Brandon's background and Resident.com origin story[00:05:45] From local paper to global luxury publication[00:09:10] Family legacy and media industry roots[00:12:00] Brandon's digital transformation strategy[00:16:50] Growing Resident.com's domain authority to 70[00:19:20] Balancing print and digital[00:22:00] Focus on travel, real estate, fashion, dining[00:25:45] Brand activations, events, and client strategies[00:29:30] High-profile covers, celebrity features[00:32:10] The power of storytelling in luxury branding[00:36:15] Leveraging AI and multilingual content[00:41:30] Sales wins and in-person dealmaking[00:43:45] Brandon's values and how he wants to be rememberedWisdom Nuggets:Legacy Can Fuel Innovation: Brandon Travin didn't just inherit a company—he brought it into the digital age, using Resident.com's trusted legacy as a launchpad for tech-driven growth.SEO is a Long Game: Achieving a domain authority of 70 in under three years came from consistency, content upgrades, and leveraging the strength of the Resident.com domain.Print Still Has Power, But Digital Scales: Print remains a high-touch brand tool, while Resident.com drives scalable traffic and conversion—showing how modern media needs both.Sell With Purpose, Not Pressure: Brandon highlights that listening deeply to client goals and customizing media plans around their KPIs builds trust and long-term wins.Meet Clients Where They Are: From targeted email campaigns to luxury events and global SEO visibility, Resident.com's success lies in reaching audiences across every relevant channel.Power Quotes“It doesn't always have to be money—you don't always need to make something out of the relationship.” - Alex Quin “Luxury is personal. You gotta meet clients in person.” - Brandon Travin “I want Resident.com to be the go-to for luxury in every major city.”Connect with Brandon:Instagram: (https://www.instagram.com/brandon.travin)Linkedin: (linkedin.com/in/brandontravin)Resident Magazine Website (https://resident.com/)Connect With the Podcast Host Alex Quin:Instagram: (https://www.instagram.com/alexquin)Twitter: (https://twitter.com/mralexquin)LinkedIn: (https://www.linkedin.com/in/mralexquin)Website: (https://alexquin.com)TikTok: (https://www.tiktok.com/@mralexquin)Our CommunityInstagram: (https://www.instagram.com/hustleinspireshustle)Twitter: (https://twitter.com/HustleInspires)LinkedIn: (https://www.linkedin.com/company/hustle-inspires-hustle)Website: (https://hustleinspireshustle.com)*This page may contain affiliate links or sponsored content. When you click on these links or engage with the sponsored content and make a purchase or take some other action, we may receive a commission or compensation at no additional cost to you. We only promote products or services that we genuinely believe will add value to our readers & listeners.*See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Ashkán Zandieh from CRETI, the Center for Real Estate Technology & Innovation, joins us to explore how investor-led, operations-first proptech is driving measurable NOI, as well as about where capital is flowing—electrification, fintech infrastructure, and applied AI—and the KPIs and guardrails property managers need to evaluate real ROI. To learn more about CRETI, visit creti.org. We'd love your feedback to help us make this podcast even better for you. We've created a short survey, and your input will help guide us. Here is the link to the survey: From the Front Lines feedbackIt will be open until January 16th. Please take a few moments to share your thoughts—we really appreciate it!Find knowledge for the dynamic world of real estate management at irem.org.

In this episode, Natalie Marcotullio, Head of Growth & Operations at Navattic, looks back on a “rollercoaster” year and what it taught her about role fit, energy management, and leading through constant change. She traces the shift from growth to product marketing amid a noisy AI landscape, a new product line, and a leaner team, and how those forces sparked both imposter syndrome and new clarity about what work fuels her.Natalie opens up about the anxiety of the AI hype cycle, why chasing every new tactic eroded quality and enjoyment, and the candid conversation with her founder that helped reset expectations. She shares how she separates signal from noise, stops pegging self-worth to dashboards, and designs a job around customer proximity, evangelism, and community.Looking ahead, Natalie is doubling down on in-person energy: speaking, hosting, and building fandom around Navattic, including a new customer portal that rewards participation and connection. She offers practical advice for naming burnout early, restructuring scope without guilt, and making mid-term career bets even if you don't plan to stay in tech forever.In this conversation, you'll learn:How to tell “energizing change” from “draining change,” and reshape your role around the former without dropping the ballA simple script for the hard talk with your exec: mapping “gives energy / drains energy” into concrete scope and support changesHow to build product fandom (not just leads): customer proximity, IRL touchpoints, and a portal play that compounds communityThings to listen for:(00:00) Intro(01:37) Role shifts and team dynamics(02:17) Personal and professional challenges(03:42) Filtering AI hype after SaaStr(04:58) Launching a new product line and persona(11:45) Context switching and the 60% problem(14:03) When work bleeds into life (injury, decompression)(19:09) Q3 burnout and the hard conversation(22:00) The power of honesty in the workplace(22:40) Naming limits, resetting priorities, and role design(27:01) Dreams beyond the tech industry(36:24) Building community and looking aheadA huge thanks to this episode's sponsor:Navattic: Interactive Product Demo Software - https://navattic.com/value Check out the Behind the Scenes deep dive with the Navattic growth team:Episode 0: Introducing the miniseries featuring the Navattic growth team - https://open.spotify.com/episode/4MSAgQcR0mkUjmmLl8fXx0?si=88211b89550c4261Episode 1: The size and stage of the Navattic business - https://open.spotify.com/episode/5ArIOcGmcLPUowPXqxU6Yr?si=510ce12c47734f13Episode 2: What does growth look like at Navattic? - https://open.spotify.com/episode/4rfP8yQu9nVveOQaxqJ06s?si=24c463778d4c4214Episode 3: What goes into Navattic's growth strategy? - https://open.spotify.com/episode/3GrtQw0Kx1fntD4IBTudb7?si=2847fcce8da4496eEpisode 4: Navattic's growth operating system - https://open.spotify.com/episode/6oJRINQlBby7kLFTxcrvY6?si=eebebb0033234ff8Episode 5: The specific KPIs & dashboards that drive Navattic's success - https://open.spotify.com/episode/5wOunwgXy0AMRsODloAbD3?si=46b9f4e42f754a77Episode 6: The biggest challenges Natalie and Raman face working in growth at Navattic - https://open.spotify.com/episode/3CJmSh7XqFakyxfgotjABg?si=3284a52fc9e64acaEpisode 7: How Navattic's growth team stays aligned and manages expectations internally - https://open.spotify.com/episode/7CX7DBGR0VYpEsnXd7rYbj?si=0b1e1729a6404903Episode 8: Big beats in 2024 and series takeaways - https://open.spotify.com/episode/0cxo9wtMJEZqQxCBiSEHdf?si=f91f566ac8f24a6e Check out Natalie's previous Delivering Value episode: Spotify: https://open.spotify.com/episode/6kQx1DTHdPpGUlY33fHeqK?si=6fd1de234fa84436 Website: https://deliveringvalue.co/pod/navigating-speed-bumps-and-communication-challenges-as-a-one-person-growth-team-with-natalie-marcotullio Resources:Connect with Natalie:LinkedIn: https://www.linkedin.com/in/natalie-marcotullio/Navattic: https://navattic.com/value Connect with Andrew:LinkedIn: https://www.linkedin.com/in/andrewcapland/ Substack: https://media.deliveringvalue.coHire Andrew as your coach: https://deliveringvalue.co/coachingJoin Growth OS: https://deliveringvalue.co/growth-operating-system

In this powerful Business Blueprint Series episode, Bradley sits down with Dave Curry, a real-deal business owner who opens up about his journey—the victories, the struggles, and the moments he almost walked away from his business. If you've ever felt alone in your entrepreneurial journey or questioned whether you could make it work, this conversation will remind you that you're not alone and that transformation is possible.Dave shares the unfiltered truth about building a business, including:The gap between knowing and doing – Dave read the book but wasn't implementing it. Sound familiar? He breaks down what changed and how he finally made the shift from knowledge to action. The power of belief – Not just having someone believe in you, but having someone who believes for you when you can't believe in yourself. Dave reveals who played this role in his journey and why it matters. You are not your business – One of the most important mindset shifts for any business owner struggling with identity and burnout. Building the right team – How Dave learned to invest in people and create a team structure that allowed him to step out of the day-to-day operations. Mastering your numbers – Dave discusses how understanding and staying on top of his financials became a game-changer in his business growth.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming Workshop or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce...

In the first episode of Shift Happens, Nasser sits down with Dan Temby, Senior Vice President of Technology & Analytics at DAC, to unpack one of the biggest challenges facing marketers today: moving beyond vanity metrics and measuring what truly matters.Today's marketers have dashboards full of data—but how much of it actually proves impact? Dan breaks down why clicks, impressions, and surface-level KPIs can mislead teams, and what value-based measurement really looks like in today's performance-driven world.0:00: Intro0:50: How do we know which metrics on our dashboard drive sales, and aren't just vanity metrics?3:25: If clicks don't equal customers, what should marketers measure instead?6:18: How do we help clients move from dashboards to decisions?8:50: How is the analytics space evolving, and what should marketers prepare for?10:42: How did you apply semantic descriptions with AI to build DAC's operating system IRIS?12:55: AI amplifies strategy, but only if the data is speaking the same language13:40: Vanity metrics may make dashboards look busy, but value metrics prove impact

Send us a textThis episode breaks down how to determine whether your private practice is truly ready for growth by focusing on sustainable, data-driven decision making. Brandon explains that rapid expansion can erode profitability if your payer mix, margins, staffing, or infrastructure can't support it, and that organic growth often outperforms rushed acquisitions. He outlines how to assess market demand, analyze KPIs, review financials, understand your patient census, evaluate risk, and decide whether “the juice is worth the squeeze” before pursuing new locations, services, or investments. The message is simple: know your numbers, know your capacity, and grow only when the growth will actually make you more profitable.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

This week on The Geek in Review, we sit down with Jennifer McIver, Legal Ops and Industry Insights at Wolters Kluwer ELM Solutions. We open with Jennifer's career detour from aspiring forensic pathologist to practicing attorney to legal tech and legal ops leader, sparked by a classic moment of lawyer frustration, a slammed office door, and a Google search for “what else can I do with my law degree.” From implementing Legal Tracker at scale, to customer success with major clients, to product and strategy work, her path lands in a role built for pattern spotting, benchmarking, and translating what legal teams are dealing with into actionable insights.Marlene pulls the thread on what the sharpest legal ops teams are doing with their data right now. Jennifer's answer is refreshingly practical. Visibility wins. Dashboards tied to business strategy and KPIs beat “everything everywhere all at once” reporting. She talks through why the shift to tools like Power BI matters, and why comfort with seeing the numbers is as important as the numbers themselves. You cannot become a strategic partner if the data stays trapped inside the tool, or inside the legal ops team, or inside someone's head.Then we get into the messy part, which is data quality and data discipline. Jennifer points out the trap legal teams fall into when they demand 87 fields on intake forms and then wonder why nobody enters anything, or why every category becomes “Other,” also known as the graveyard of analytics. Her suggestion is simple. Pick the handful of fields that tell a strong story, clean them up, and get serious about where the data lives. She also stresses the role of external benchmarks, since internal trends mean little without context from market data.Greg asks the question on everyone's bingo card, what is real in AI today versus what still smells like conference-stage smoke. Jennifer lands on something concrete, agentic workflows for the kind of repeatable work legal ops teams do every week. She shares how she uses an agent to turn event notes into usable internal takeaways, with human review still in the loop, and frames the near-term benefit as time back and faster cycles. She also calls out what slows adoption down inside many companies, internal security and privacy reviews, plus AI committees that sometimes lag behind the teams trying to move work forward.Marlene shifts to pricing, panels, AFAs, and what frustrates GCs and legal ops leaders about panel performance. Jennifer describes two extremes, rigid rate programs with little conversation, and “RFP everything” process overload. Her best advice sits in the middle, talk early, staff smart, and match complexity to the right team, so cost and risk make sense. She also challenges the assumption that consolidation always produces value. Benchmarking data often shows you where you are overpaying for certain work types, even when volume discounts look good on paper.We close with what makes a real partnership between corporate legal teams and firms, and Jennifer keeps returning to two themes, communication and transparency, with examples. Jennifer's crystal ball for 2026 is blunt and useful, data first, start the hard conversations now, and take a serious look at roles and skills inside legal ops, because the job is changing fast.Links:Jennifer McIver's LinkedIn pageWolters Kluwer ELM Solutions homepageLegalVIEW Insights reports homepageLegalVIEW DynamicInsights pageTyMetrix 360° pageListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.]⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

Send us a textScaling a franchise sounds glamorous — until you're staring at three simultaneous buildouts and a contractor who just walked off with your materials.That's where Shideler Bennett started. Today he operates 15 Crumbl stores.In this episode, we dig into the real levers of franchise profit:→ Labor at 25%, COGS under 25%, occupancy below 12% → Why one sold-out cookie can erase your margin → Weekly scorecards that make underperformance impossible to hide → The "hire slow, fire fast" rule that protects your sanity → Build vs. buy — and why acquisition beats ground-up once you've proven the model → The "always PE-ready" mindset: clean books, clear KPIs, documentation you can hand to a bank tomorrowWhether you're buying your first unit or building a platform, this is the playbook.Visit www.thefranchiseinsiders.com to subscribe.Send us your questions for an upcoming episode at 305-710-0050.From your pals in franchise ownership, Jack and Jill Johnson. The Franchise Insiders Podcast Schedule A Call Text: 305-710-0050 Take our FREE Business Builder Assessment

What if every hard-earned lesson in your business came with a simple mandate: how dare you do nothing with what's been given to you? In this episode, Bill Sherman talks with serial entrepreneur and systems strategist Apple Levy, author of "The Apple Effect". Apple has spent decades in construction, manufacturing, home flipping, and retail. She combines operational grit with financial discipline to help entrepreneurs stop firefighting and start scaling with intention. Her core belief is simple and provocative: if you know something that works, you have a duty to share it. Apple walks through how she turned years of wins and failures into a repeatable framework for growth. She explains why she began capturing notes, call recordings, and data from every client, and how that archive became The Apple Effect—a practical playbook for owners running businesses from $1M to $40M in revenue. The book distills what actually moves margin, cash flow, and culture, and she uses it as the backbone for her firm, Obsidian Thorne, when helping companies scale. You'll hear the real problems that keep owners up at night. Not just cash flow and margin, but rework that kills profit, weak follow-up on sales, and the emotional landmine of hiring family you can't hold accountable. Apple shows how to move from "leading by personality" to "leading by systems," so the process becomes the bad cop—not you. That shift frees leaders to exit someday, build a legacy, or simply step out of daily chaos. Apple and Bill also explore the mindset required to grow. Apple challenges entrepreneurs to ask, "How badly do I want this?" and to accept that scaling may mean dismantling what no longer serves the business—including long-standing people, habits, and assumptions. She shares how she applies her own advice inside Obsidian Thorne, using automation, hiring a business development lead early, and treating every pain point in her firm as data she can use to better serve clients. Finally, Apple looks ahead. She talks about taking her message to bigger stages—through construction trade shows like Build Expo, her growing calendar of workshops, and future events she plans to host herself. She's already filling the next scratch pad with insights for future books and building a team of people who share her attitude: hungry, accountable, and obsessed with helping entrepreneurs go from $1M to $10M and beyond. If you're an owner who's tired of firefighting, wrestling with family in the business, or worried about what you're leaving to the next generation, this conversation—and The Apple Effect—offers both a wake-up call and a roadmap. Three Key Takeaways: • Systemize your expertise. Turning real-world lessons into a documented framework is the foundation for scaling any business. • Measure what matters. KPIs and process discipline reduce rework, protect margin, and move the company out of constant firefighting. • Use your book as a strategic tool. A well-structured book can double as a thought leadership platform and an operating guide for clients and teams. If this episode has you thinking about systems, scale, and getting out of firefighting, the next step is to focus on your leaders. Pair this conversation with the episode "Scaling Leadership: Making Coaching Accessible at Every Level" with Kristin Lytle and you'll see the other side of the equation: how to build repeatable, scalable ways to grow people, not just processes. Both episodes explore how to move from one-off heroics to structured, repeatable solutions—whether that's tightening operations and KPIs, or creating blended coaching and learning programs that reach leaders at every level. Listen to them together and you'll walk away with a more complete roadmap: how to systemize the business and build a culture of high integrity, accountability, and leadership growth across the organization.

Host: Tony JohnsonGuest: Geoffrey Reid Author: The Revenue Catalyst: Mastering the Art of Sales In this episode, I sit down with Geoffrey Reid, a globally recognized sales leader with a rare blend of academic depth and real-world execution. Geoffrey's journey from public policy and mediation to sales leadership gives him a unique lens on how selling really works and why so many organizations struggle to teach it well. We dig into why customers want to buy but hate being sold, how sales has become a full business discipline rather than a single function, and what leaders must do to build sales teams that last. Key Takeaways Customers want to buy, but they do not want to be sold Sales today requires an all-fronts, fifth-dimension approach across the business Intentional hiring matters if you want teams that stay through tough cycles Training, coaching, and development are not optional for sales excellence KPIs should be embedded across the entire sales journey, not just at the close This conversation is practical, grounded, and especially relevant for leaders who want sales to feel less transactional and more connected and intentional.   Book time with me to learn about our speaking, training, and consulting services: https://calendly.com/thetonyjohnson/strategy  Links & Resources:

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

Complimentary Business Strategy Consultation here: https://calendar.app.google/VNeiGZ5Sd9oLUhac8 If you're a counsellor, psychologist, or social worker in private practice and you feel overwhelmed, stuck, or like you're doing “all the right things” but still not seeing consistent bookings or income, this episode is for you. In this episode of the Private Practice Podcast, Dr Brooklyn Storm unpacks what actually needs to be in place to minimise overwhelm and maximise results in your private practice, without burning out or constantly chasing the next strategy. This episode goes beyond surface-level advice.   You'll learn why overwhelm is often not a time or motivation problem, but a missing structure, identity, or foundation problem in your business. Brooklyn walks you through the essential systems, processes, policies, planning, and identity shifts that support profitability, sustainability, and a sense of safety in your practice. This is especially relevant if you're newly qualified, transitioning into private practice, or have been running a practice for a while but feel like you're winging it and hoping things will work out.   You'll also hear real-world insights into why businesses stagnate, why marketing can feel exhausting when foundations are missing, and why simplifying your offerings often creates better results than adding more. This episode connects the mind, business, and spirit of private practice and explains how identity, energy, and structure work together to create momentum, clarity, and confidence.   If you've ever thought about pausing your practice because it “isn't working,” this episode will help you see what's really happening and what to focus on instead. If you want personalised guidance and clarity for your own private practice, you can book a   Complimentary Business Strategy Consultation here: https://calendar.app.google/VNeiGZ5Sd9oLUhac8 This short call is designed to help you identify what's missing, what to prioritise, and where your biggest opportunities are right now.   Timestamps: 00:00 Welcome to the Private Practice Podcast 00:22 Introduction to Practice Momentum and business support 02:54 Why private practice feels overwhelming without foundations 07:27 Auditing systems, processes, and structures 08:58 Compliance, policies, and common mistakes therapists make 11:39 Systems for payments, boundaries, risk, and data protection 14:33 The cost of over-subscribing to tools and software 16:22 Paper vs digital systems and privacy responsibilities 19:03 Business foundations you must have in place 20:24 Why planning changes everything 22:32 Marketing plans and why doing everything doesn't work 23:48 KPIs and understanding what to track 25:20 Profit planning and creating financial safety 28:00 Burnout, one-to-one work, and business development 30:06 Why pausing your practice costs you future clients 33:06 Identity, energy, and how you show up in business 3 9:20 Letting go of stories that keep you stuck 49:19 Overgiving, people-pleasing, and boundaries in private practice 57:27 Simplifying your business to get better results 1:05:08 Fees, safety, and trusting yourself 1:15:23 Funnels, pathways, and why results take time 1:32:03 Why consistency matters more than urgency 1:41:08 Identity as the driver of business results 1:51:38 Energy management vs time management 1:57:07 Mind, business, and spirit in private practice 2:00:00 Final reflections and next steps   Mini FAQ: Who is this episode for? This episode is for Australian counsellors, psychologists, and social workers who are starting or growing a private practice and want less overwhelm and more consistent results. Is this relevant if I already have clients? Yes. Many therapists have clients but still lack systems, profit planning, and foundations that support sustainability and growth. Do I need to change everything in my business? No. This episode explains why refinement and simplification often create better outcomes than adding more strategies. How can I get personalised help? You can book a Complimentary Business Strategy Consultation here: https://calendar.app.google/VNeiGZ5Sd9oLUhac8      private practice overwhelm, private practice systems, therapist business foundations, counsellor private practice Australia, psychologist private practice tips, social worker private practice, private practice planning, therapy business structure, private practice profit planning, therapist burnout prevention, private practice compliance Australia, therapist business strategy, private practice identity work, therapist marketing foundations, private practice KPIs, therapy business growth, starting a private practice Australia, private practice confidence, therapist mindset business, private practice support

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

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

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

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

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

Marketing isn't just about getting attention – it's about driving revenue. But how do you help cannabis businesses make that shift?In this episode, DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Jenny Lamboy, VP of Strategy at Hybrid Marketing and 4B Marketing, to discuss how cannabis companies can align their “Why” with strategies that deliver measurable growth. Jenny shares her expertise in helping businesses overcome legacy mindsets, adopt meaningful KPIs, and turn their best clients into powerful brand advocates.What You'll Learn:- Connect Marketing to Revenue: Help clients view marketing as a revenue-generating investment by aligning their “Why” with measurable business outcomes. This ensures every dollar spent ties back to growth.- Overcome Legacy Mindsets: Educate clients on transitioning from outdated, reactive approaches to data-driven strategies that build trust and long-term brand value.- Leverage KPIs for Smarter Decisions: Encourage clients to focus on real, actionable KPIs that reflect profitability and customer retention, rather than vanity metrics.Understanding how marketing drives revenue can help you provide more strategic advice to your clients. By recognizing marketing as a critical revenue-generating channel, you can guide clients toward smarter investments that directly impact their bottom line.

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

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

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

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

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

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

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

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

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

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

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

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