Podcasts about kpis

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

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

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

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

Kiera provides very specific tips for how a visionary CEO can keep their practice(s) flourishing on multiple levels without sticking their fingers in all the pies. She gets to the quick with a single question a leader should ask anytime a new task comes across their desk: Just because you can do something, does it mean you should? Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I'm excited about today's topic and I hope you are too. Delegation, I feel like it's such a, ⁓ feels so hard. It feels like what should I do? What should I delegate? What should I not delegate? And this is for like helping you get to multi-level success. So whatever your success level is, whatever you want it to be, delegation is a huge portion of leadership. And I feel like,   especially in multi-practices, if you want to get to multi-practices, that's kind how I'm going to highlight this today. You have to ⁓ really get good at delegation. It's not about doing more. It's about doing more of the right things ⁓ and doing less of everything. And so really, really, really getting into that zone of genius, helping you out with that. So I'm excited about this. ⁓ I'll kind of work it through in a couple of different parts to make this easier for you. It's helping you know, what should I delegate? What should I keep?   and how to lead across all the locations with clarity. Because as you scale, a lot of people forget that they have to delegate, that they have to get different pieces. And so what happens is things just start to fall off the wagon. And that can get really, really scary. And then you're trying to like catch it all. And so many people, when they get into multi-practice ownership, they tell me like, I wish I would have just stayed at one. And I think, well, yes, there are benefits to staying at one. You had a call inside, you're so wanting to grow. It's just hard right now because we didn't set it up as   successful as we could have. Now, I am not one to judge. I did the exact same thing. And so I know the the taffy pole stretch of trying to do every single piece when you're a multi-practice ownership. And so this is coming from real life tactical, curious life experience of what we see with clients to give you the tips of the trade, to give you the secrets to success and doing it here on the podcast in such an open, friendly, welcoming, no judgment zone. More to just give you a hug to tell you, hey, you're doing better than you think you are. And let's give you some tactical practical tips to help you out.   So, A Team, we're obsessed with single practices, so multi-practices. We love to help owners build thriving practices at all levels. We love to work with practices anywhere from the startup zone all the way to the multi-location zone. Whether your plan is to build it into a legacy practice or to sell to a DSO or to whatever it is, there is no right answer with Dental A Team. It is your right answer. It is what is best for you, your life, your practice, and also allowing you the freedom to change that. So.   working with doctors and their teams to get to that high level success. ⁓ We are ultimately here to help you have the most profitable practice, the happiest team, the thriving practice of your dreams, and to do it on the easiest way possible. So that's what we're about. This is for ⁓ true, true, helping doctors become true CEOs, not ⁓ operators of their businesses to own their businesses to act in that seat rather than being the managers that oftentimes they are. So step one, when you're moving into this multi-practice ownership,   you are shifting and I want you just to know your identity is going to be stripped away. You're going to become the same thing that you feel very uncomfortable in because you've never done this, but this is what your organization needs and I think so often owners fail to rise to the need of the organization of what it needs and they like to stay where it's comfortable. And I remember as an office manager, I like when I truly stepped into the office manager role, I'm like,   Well, this is weird. I don't even know what I'm supposed to do. And you've got to just settle in and you'll figure it out very quickly. so helping you just know as the owner CEO of the company, what you have to own, like your true role is to own the vision strategy and culture. These are things that do not get delegated out. They're the core of the leadership. They're you setting the example. And when I realized, like, I remember one day I Googled like, what does a CEO do? Like I truly did not know.   ⁓ because I'd been a manager for most of my life. I'd been a doer most of it. I did not realize that my job was to own the vision, the strategy, and the culture. Now, not all CEOs, not owners of businesses actually enjoy the vision. You might not be a visionary and that's okay. You might just need to have somebody paired with you who's a really strong visionary. There's usually a visionary integrator according to Traction by Gina Wickman that I choose to, I subscribe to the strongest. So I'd be like a CEO and a COO. ⁓   The CEO is the visionary, the CEO always operations the day to day making the dreams happen. So it's like Walt and Roy Disney ⁓ are some good examples of that too. So when I'm looking at as a portion that you cannot delegate away, you've really got to own this vision strategy culture. That's you, you're the culture master, you're the strategy, you're the vision. So where are we headed? What does that look like?   ⁓ What's our 12 month? What's our three year? What's our 10 year target? That can still be, you set the like framework, the team builds it into a full complete picture. And then what's the culture that we want replicated across all the teams. So ⁓ when we start to get that vision strategy and culture aligned and ⁓ owners don't delegate that, you then can bring in hires faster. You can have core values. You can have KPIs like, because we know it's very clear. How do we act?   What are we going towards? And then what are the things that we need to measure? So this is truly something that when I realized like that was my job and it was the bigger picture piece, there's other people that do the day to day. It felt awkward. I'm not gonna lie. Like I was like, ⁓ I feel like I'm putting on a different t-shirt today. And like, I don't even feel comfortable. Like I don't look good in yellow. Well, you might not look good in it, but this is what the organization needs and nobody else is doing this besides you. So ⁓ the question is, if you're a multi-practice ownership and you're in this ownership role, question one is,   have I clearly communicated our vision? It's like, if Kiera or the Dental A team were to walk into my practice today and ask any team member, would they know the vision of our company? That should be a resounding yes. And if not, you have not communicated it enough and it has not been clear enough. Does your entire company know the core values and do they live them? And does every single practice know what their targets are for that practice and the KPIs they're tracking?   It's very simple way to ask yourself this. And I love to ask this and I love to come to offices. If you were to ask any member of our team member, they would be able to tell you, yes, we know exactly what our core values are. We know what the mission is of our company. We also know where we're headed. Now, I think I could be a bit more clear of where I'm headed in the three and tenure. My leadership team knows that a lot better. My core team knows where we're headed this year, what our core values are, and what the core values are of a company. We have this on a...   So some of them could rattle it off, our new team members, this is part of their onboarding. So helping you really figure that out is going to be paramount because now all your practices, all the locations are operating the same way and there's strong clarity. Step two is you're going to delegate operations for leaders. So this is kind of like the CEO versus the COO. So like realistically owners of like CEOs of DSOs and multi-practice ownership, you don't have to be a DSO for this. It can be multi, it can be private still.   I have a lot of private practices that are three, five, 10 locations. That's totally fine. You can do that, but you can't scale if you're still solving the supply issues and front desk drama and putting them. So you have to have a regional manager and a lead at each location. That's paramount. You need to have it. They need to have their KPIs and what they're tracking. They also need to know how to make decisions. Like what's the decision framework and how, what do I have decision making autonomy over at the office manager or regional monitor level versus what needs to get approval?   And then also we've got to have like training, not just tasks. So that way everybody has training of what do we need to do when we have that set up consistently. So you teach your team and you have a set protocol and process of how to run huddles. Like a system to me is something that no matter who you are, where you come from, whether you've been with us for one day or 10 years, you should be able to do the same thing and get the same results. So a huddle should have a form that everybody follows. You can have it broken down for me. I even have minutes next to it. Like this part's two minutes, part's five minutes. So it's a true 15 minute huddle.   for every single practice. Our one-on-ones have a set protocol of how do we do them, when are they run, and how often are they done, where are these things stored? We have a process of how we set up our rooms. We have a process of how we schedule. All these things that you start working on, and doctors who are owners and visionaries might not be good at these processes. So you need a really good regional or really good office manager or really good operations next to you to help build all these things so you do have confident leaders that are leading next to you. But this is everything that gets delegated out.   And there's a doctor that I worked with who's actually really, really great at checklists and operations and building. And I said, that's fine. Rock on. You got to pick which seat you want to be in. Do want to be in the CEO visionary seat or do you to be in the operations seat? Both are fine. Both are on the table. Both are doable. And you could honestly do both super, super, super well. You just have to decide which one you want to do. And this doctor, two years later sent me a message and they said, Kiera, I'm so glad you pushed me into that because as much as I was trying to do both, wasn't excelling in either.   So they moved into the CEO visionary role. They hired an amazing assistant to them. They hired an amazing regional manager and the practices are flourishing on multi-levels and they have seven locations now in their organization. But this way, there's not the bottlenecks. The CEO, the owner often creates these bottlenecks because they're not delegating those pieces. And then next up is going to be like, how do we actually systematize across the board all the locations? And... ⁓   So this is again, like we've talked about it so many times, it's KPIs, having a dashboard and a scoreboard so you know how every practice is doing, having leadership meetings with agendas and having communication that's very open amongst all practices. And then I do like a centralized training at least once a quarter, if not like once or twice a year. So that way all the teams and all the organization, I know this is a pain for people, but the more you get them all together, the more they realize that they're all on the same team, they're all there.   But like, this is not you owner, you're delegating these pieces. So you're delegating the reporting and the communication. So if you look at this really, you're not delegating the culture, you're not delegating the vision, and you're not delegating ⁓ the other piece to that is like the strategy of how we're going to get there. That's your world, that's what you're supposed to be doing. And then your job is to really rise up your leaders. But you are delegating operations, you are delegating systems, you are delegating meetings.   Like there's so much to your job that you've been used to doing that you're delegating. And me going from an office manager to a business owner, sometimes it's easy for me to get stuck in management because that's where I feel comfortable. That's where I feel good. ⁓ Vision and strategy, that's actually really hard to put on a scorecard and to account for my time to say like, yep, I put in 40 hours. Well, vision and strategy are not tasks. are, it's like fluffy clouds.   and they take quiet, they take ⁓ out of the office, they take ⁓ white noise time is what I like to call it. And it's actually very hard. And I think sometimes this is why CEOs don't like to go into this because it feels fluffy. feels, ⁓ I don't know, like so hard to track, if you will, which it is. But at the same time, if you do that job and you do it well, everything else falls into place and then you just check in on all the other pieces.   that are truly delegated. really, it feels so, sometimes I feel like it's unfair. I'm like, what? Like this is all I'm doing and this is everything else that they're doing? Tasks and vision do not get put in same buckets. They're not on a scale of equilibrium. It's not like, well, I spent three hours on vision so I should spend three hours on tasks. No, sometimes vision takes longer. Sometimes it's harder to build. Sometimes strategy's harder to build. The number of nights and times where I'm like working it through in my brain and I'm building it on paper and I'm working through like,   What does the company need and what is the culture and how am I going to show up and present and like, what are the meetings I'm going to put it in place? Just because that comes natural for visionaries does not mean that it should be shortchanged for operation that's task built and task focused. But all of this is literally delegated. So all you do is you own the vision and you delegate the operations and you delegate the systemization. Now you oversee it, you are a part of it, you can help create it. So that way it's there.   But this is how you have to start to operate in multi locations. A lot of times you are also over the hiring of new doctors ⁓ and then like the partnership portions within the company. If that's a piece of it, that's really what the owner CEO visionary C is responsible for. Yes, you might still do some clinical dentistry, but typically the more practices you build in, the more you're going to need to be overseeing the entire organization and doing less and less and less dentistry because it's something you can delegate out. No one else can do the vision, the strategy and the culture. They can't.   everything else can be delegated. And I know this feels weird. It feels awkward. And it's not always right away, but it will start to be something you phase out and phase out and phase out. And it actually becomes really fun and it becomes hard and it's a challenge, but that's what it is. Scaling is not doing all of it. It's about doing the right things as a leader. And this is something where so often we have a phrase in our company where we say, just because you can do it, does that mean you should do it?   So leaders, really want to ask the question, just because you can do it, and this is for regional managers, this is for office managers, this is for all leaders, just because you can do it, does that mean you are the best that should do it? We have some team members on our team that love to help out, and I am so grateful for that. Also though, creates that murky and muddy to where I actually don't know who I need to hire, because I've got five people doing something when two people should be able to do it, but I don't know, are they overworked or underworked, because we're all quote unquote helping. So having that.   clarity around is really going to help you. So this is a zone where when you're trying to scale multiple practices and you've got that taffy pole, it's the cue that you've got to step into the CEO level leadership and your practice might not need you fully a CEO yet. The business might not need you solely there yet. And so you've got to work on it in phases. And I think the phases are the hard part because you are taffy pulled. So you start to set up days and you start to set up blocks where this is my deep work time for CEO time. And then this is my clinical time. Then this is my...   CEO time, and then this is my culture time. This is my strategy time. And I hate the word strategy, it's the swear word in our company, but you do have to build strategy. You do have to talk to other people. have to work on those big relationships. Like that's part of what you do and not undermining it and getting you fully into the right person in the right seat for your organization is going to be paramount for you. And it does take a lot of time. And if you're someone like me, I talk to think, I don't think to talk.   So you might need somebody on the other side that works it through with you, whether that's a coach, whether that's a mentor, whether that's your manager, but being able to work through it so that way you're truly in that CEO seat. And so for this, this is strategic leadership. This is next level leadership. This isn't what you've been doing day in, day out, and it's for the next level. And so as you might even be a solo practitioner listening to the podcast today, helping you see what do I need to become and how do I evolve into this? Who do I need on the team? What players do I need to have with me?   are all going to be paramount for you to get to this great success that you have. So for this, if you're scaling, you're stuck, you feel like you're doing it all, reach out. Hello@TheDentalATeam.com. This is what we do. Our job is to make it to be simple, to be easier for you, to be more fun for you, and all around to create the freedom and the growth that you need to be successful. You have to have the space to do this. That's paramount for you to be able to do it. And we're here to help you along the way. And as always, don't do this alone. You don't have to. And just because you're learning a new role,   just like a lot of office managers are learning a new role. There's nothing wrong with that. We're here to help you. We're here to support you. You're not expected to know at all. So stop pretending like you need to and start to grow into the zones that you are truly great at. And as always, let us know how we can help you reach out. Hello@TheDentalATeam.com. Go to our website, TheDentalATeam.com book a call. Let's talk about it. Let's find your gaps. Let's give you some resources, no judgment, just massive momentum, massive clarity. And as always, thanks for listening. I'll catch you next time on The Dental A Team podcast.  

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

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

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

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

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

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

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

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

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

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

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

Most leaders genuinely want a strong relationship with their team, yet day-to-day reality can be messy—especially when performance feels uneven. The trap is thinking "they should change." The breakthrough is realising: you can't change others, but you can change how you think, communicate, and lead.  Why do leaders get annoyed with the "80%" of the team (and what should they do instead)? Because the Pareto Principle (80/20 rule) makes it feel like you're paying for effort you're not getting—but the fix is to lead the whole system, not just the stars. In most teams, a smaller group carries a disproportionate chunk of the output, and that can irritate any manager trying to hit targets, KPIs, OKRs, or quarterly numbers.   But treating the "80%" as a problem creates a self-fulfilling spiral: you spend less time with them, they feel it, motivation drops, and performance follows.  In Japan-based teams (and in global teams post-pandemic, with hybrid work and remote collaboration), this spiral gets worse because "relationship temperature" matters. Instead, think like an orchestra conductor: the first violin matters, but the whole section must play in harmony.  Do now: Stop "ranking people in your head" mid-week. Start "designing the system" that helps every player contribute.  Can you actually change your team members' performance or attitude? Not directly—you can't rewire other adults, but you can change the environment you create and the way you show up. The leader move is internal first: adjust your assumptions, your language, your coaching cadence, and your consistency.   In practice, this means you stop waiting for people to become "more like you" and start shaping the conditions where they can succeed. A simple mental shift is accepting that high performers and average performers will always co-exist in any team—Japan, the US, Europe, APAC; startups, SMEs, or multinationals. When you accept the 20/80 reality, you can focus on (1) lifting the 20% even higher and (2) getting strong coordination and reliable contribution from everyone else.  Do now: Identify one attitude you bring to the "middle 60%" that's costing you results—and change that, first.  How do you stop criticism from destroying motivation and trust? By eliminating the "criticise, condemn, complain" reflex and replacing it with coaching language that preserves dignity. Dale Carnegie's human relations principle is blunt for a reason: criticism rarely produces agreement; it produces defence.   And when people feel attacked, they don't improve—they protect themselves, they withdraw, and they tell themselves a story about you. This is especially relevant in Japan, where public correction can trigger loss of face, and in Western contexts where blunt feedback can still backfire if it feels personal rather than behavioural. The point isn't to become "soft." It's to become effective: if the same negative approach keeps producing the same negative reaction, adjust the angle—just a few degrees—so the other person can respond positively.  Do now: Before your next correction, rewrite it as: "Here's what I observed, here's the impact, here's what good looks like next time."  What does "honest, sincere appreciation" look like in a Japanese workplace? It's specific, evidence-based praise—not vague compliments, not flattery, and not silence. Leaders often skip appreciation because they assume "they're paid to do it," then wonder why cooperation is hard.   Yet people are highly sensitive to fake praise, and they'll dismiss it as manipulation.   The fix is to praise something concrete and provable. A practical Japan example is exactly the point: "Suzuki-san, I appreciated the fact you got back to me on time with the information I requested—it helped me meet the deadline. Thank you for your cooperation."   The evidence makes it believable, the detail makes it useful, and the respect makes it repeatable. Do now: Give one piece of appreciation today that includes what, when, and why it mattered—in one sentence.    How do you motivate people who don't seem to care as much as you do? You motivate them by speaking to what they want—because everyone is already focused on their own priorities. If you need cooperation, it's not enough to repeat what you want and when you want it.   Your team member is running their own internal agenda: career security, competence, recognition, flexibility, learning, status, autonomy, or simply a calmer workday. This is where "arouse in the other person an eager want" becomes a leadership skill, not a slogan.   In a Japanese firm, the eager want might be stability and not standing out negatively. In a US startup, it might be speed, ownership, and visibility. Same principle, different cultural packaging. Listen to what comes out of your mouth—if it's all about you, you're making cooperation harder.  Do now: In your next request, add one line: "What would make this easier or more valuable for you?"  What should leaders do this week to strengthen team relationships—fast? Start by changing yourself "three degrees," then run a simple weekly rhythm that rebuilds trust, clarity, and contribution. If you keep approaching lower performers negatively, you'll keep getting the same negative reaction; change your approach first.   Then operationalise it—because intention without behaviour is just theatre. Here's a tight relationship-strengthening checklist you can run in any context (Japan HQ, regional APAC office, or global remote team): Weekly habit What you do Why it works 2x short 1:1s Ask: "What's blocking you?" Shows support, surfaces friction 1 evidence-based praise Specific + concrete Builds motivation without fluff  2021.10.11 GEO Version How Lead… 1 "eager want" question "What do you want from this?" Aligns incentives  2021.10.11 GEO Version How Lead… 1 criticism detox Remove complain/condemn Prevents defensive behaviour  2021.10.11 GEO Version How Lead… Do now: Pick one person you've mentally labelled "difficult" and change your next interaction by three degrees—more curiosity, more respect, more clarity.  Conclusion If you want stronger relationships, stop waiting for people to become easier to lead. You'll get better results by starting with what you control: your mindset, your communication habits, and your consistency. The leaders who do that build better teams; the leaders who don't keep complaining—and they're never short of company.  Next steps (quick actions) Replace one critical comment with one coaching request this week.  Deliver one evidence-based appreciation per day for five days.  In every request, add one line that links to what the other person wants.  Track who you spend time with—ensure the "80%" aren't getting frozen out.  FAQs Yes—high performers still need active leadership, not neglect. Keep lifting the 20% higher while systemising support for everyone else.  No—praise isn't "un-Japanese" if it's precise and evidence-based. Specific appreciation is usually accepted because it's verifiable and respectful.  Yes—criticism can be useful, but condemn-and-complain feedback usually backfires. People defend themselves; improvement requires clarity without attack.  Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).  Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan. 

There's a problem with truck telematics today: Too much data and not enough action.Jack Roberts talks to Brent Ellis, vice president of business systems & processes, Decker Truck Line, about how to get a handle on truck telematics and make them work for your fleet.  Sponsored by: CAT Scale's WeighMyTruck app — save time and skip the line. Learn More:How Brent Ellis is Automating Operations at Decker Truck LinesMeet HDT's 2025 Fleet InnovatorsIs AI the Cure for Trucking's Technology Fatigue?What You'll Learn in This Podcast:From manual processes to automation in brokerage opsThe “technology crisis” in trucking todayGenerational divide, ELD mandate & resistance to techAutomation, scalability & the danger of tribal knowledgeHow to know you have a technology problem in your fleetToo many portals: 14+ platforms and constant context-switchingMaking the TMS the single source of truthDashboards, KPIs & avoiding paralysis by analysisWho owns data, and how many analysts do you really need?Getting value from telematics instead of drowning in dataBreaking old habits & forcing better workflows through trainingVendor “full integration” claims vs. realityWhy technology should be a Top-3 priority for fleets 

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

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

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

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

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

Send us a textIn this episode we interview Laliv Hadar, SVP of Marketing at Invision Communications, an experiential marketing agency, about how brands can use live experiences to build real human connection in B2B. What you'll learn in this episode:How experiential shifted from “nice to have” booths and dinners to a core channel in the B2B marketing mixWays to use content before, during, and after events so your experience becomes an ongoing conversation, not a single momentHow to think about human to human interaction as a strategic advantage in a world full of automation and AIPractical ideas to repurpose event content into targeted clips for different audience segments and channelsA clear method to connect your business objectives to the right experiential format, from trade shows to intimate customer roundtablesHow to map event goals to KPIs across the full sales funnel so you can confidently talk ROI with leadershipWhy AI should act as an enabler for personalization, production, and operations while people still own the story and the relationshipsSimple starting points for “small but mighty” experiments such as quarterly customer advisory dinners that prove value without huge budgets

The systems, KPIs, and leadership habits top operators use to run high-performing restaurants without constant chaos. Learn how top restaurant operators create proactive systems, master the KPIs that matter, and lead teams that deliver five-star guest experiences consistently. In this episode, Kristin from Craveworthy Brands breaks down the operational playbook behind 20+ concepts — including how to hire the right people, develop leaders, manage sales/COGS/labor, build a strong culture, and stop running your restaurant by putting out fires. If you want a smoother operation, better profitability, and a team that actually shows up and performs, this conversation lays out exactly where to start. Watch Free Restaurant Video Training: www.restaurantacademy.online/get-free-training-owners Thank you to our sponsors: The Restaurant Academy: Everything you need to know to optimize profits, maximize sales and train your team in restaurant fundamentals! https://restaurantrockstars.com/joinacademy/ Menufy: uplevels your SEO, takes direct online orders, markets to your guests & manages your online reputation. You get a custom branded SEO optimized website, data you control without losing 30% to 3rd parties, automated customer feedback, loyalty programs, built in chargeback protection and 24/7 support. https://restaurant.menufy.com/

David: Hi, and welcome to the podcast. In today's episode, co host Jay McFarland and I will continue our discussion about the AI Approach to Multiply Your Sales. This is part four in our series, and today we'll be talking about learning, segmenting, and the Three Ds. Welcome back, Jay. Jay: Hey, thank you so much, David. I really, really enjoyed this. I know I’ve said that in previous podcasts, but it’s true. After each one, I’ve gone into my own business and I’m like, okay, I got to apply this and apply that because these conversations are of such value. So I appreciate your time. I love this. And hopefully it’s been helpful to everybody else. David: I’m glad, I feel the same way, and I’m really looking at this almost like a mini-course. If people were to put together these four episodes and say, “How much of this stuff am I doing in my business?” You can probably implement some things very quickly that can probably help you get some great results. Jay: 100%. David: All right, so let’s do the quick review. And again, what we’re talking about here is we asked AI what will help you to multiply your business because that’s been a focus of our conversations recently. AI came back with some different responses, and then we’re talking about what AI says and how we’re able to help implement those things in business with our clients. And so let’s just recap. Number one was refine your target audience. Number two, develop a compelling value proposition. Number three, optimize your marketing channels. That was our first episode on that topic. In episode two, we covered points four, five, and six. Number four was enhance your customer experience. Number five, implement a referral program. And number six, leverage the power of content marketing. In episode three of this series, we hit utilize upselling and cross selling strategies, which was number seven. Analyze and optimize your sales funnel, which was number eight, and invest in customer relation management software, CRM, which was number nine. Now we’re going to be doing 10, 11, and 12. Eleven and 12 are really bonus because originally I asked it for 10 and then I realized that doesn’t break out well if you’re doing three in a podcast. So I went back to the AI and I said, give me two more. And it did. So we’ll be talking about numbers 11 and 12 in this podcast as well. So number 10 in the list of things that AI says will help you to multiply your sales is: 10: Continuous learning and adaptation. Stay updated with industry trends, attend relevant workshops or conferences, and be open to adapting your sales strategies to meet changing market demands. Well spoken AI! Continuous education. It’s a good call! Jay: It is, and some professions actually require it. But again, that continuous education is often on a service or a specialty or things like that. It’s not really on customer service or the technology or things like that. I feel like in that regard, so many of us are a hamster on a wheel. You know, we’re just trying to keep up with what today is giving us. We’re putting grease on the squeaky wheel and we don’t have time to really think about staying up on, you know, all the latest trends and those kind of things. David: Yeah. And a lot of people just don’t like continuing education, because they feel like so much of it is platitudes. It’s like, I already know this stuff. I already know it, right? But knowing what to do is very different than knowing how to do it. And that’s really what I’ve been trying to differentiate in this series of podcasts is that, yes, these are great statements. Continuous learning. That sounds great. But what are you learning? Are you learning things that you can implement immediately? Are you putting in place processes that will allow you to start getting results right away so you can gauge those results and then adapt, change, or tweak the process as you go to make sure that it’s working for you? So once again, we’re focusing on all the little details that make these general recommendations profitable. Jay: You know, I don’t know where I get it. I think I get it from my dad, but I am on a never ending quest to make things more efficient. I am always looking for the next software, the next device, the next system. I’ve done it since I was 15. My first job was in a burger barn at an amusement park. And I was watching how they put everything on the grill and what they would do is they’d cover the whole grill with burgers And then they would flip them all at the same time, and then they would pull them all off at the same time, and while they’re preparing them, the grill is sitting there empty. And so the line would move, and then it would stop, and I’m like, this is crazy. Put down two rows, wait a second, put down two, put down two, and at 15, I changed the whole thing. I’ve been doing that stuff my whole life, so I I love the tech. I love the next thing. And I’ll spend weeks and months finding the right thing knowing that it’s going to improve my business for years to come. David: Yeah, and that really goes to the point. The words that the AI used , it said continuous learning and adaptation. Jay: Yes. David: And what you’re talking about there is adaptation and implementation. Adapting the system to be able to get the result that you want Jay: Yes. David: So that everything gets better for everybody. Beautiful thing. Jay: Yeah, KPIs, Key Performance Indicators, that’s kind of what we use nowadays. And we’ve talked about this in previous podcasts, understanding every aspect of your business and knowing how you can influence it and adapt it. Because you can’t adapt, if you don’t know the reality of what’s going on. And I’ve worked for so many companies where management has no clue what’s happening on the front lines. And so we’re asking them, we’re begging them to adapt. Or they have software built by engineers who aren’t on the front line and we’re pulling our hair out because it doesn’t answer any questions. It makes life harder for us. David: Right. And unfortunately, a lot of it boils down to not knowing what to do and not knowing how to do it. “Yes, this is a problem, but I don’t know how to fix it. I don’t have time to think about how to fix it. Therefore, soldier on, keep moving, keep working. Good luck with that.” And so much of this, and even this point, continuous learning and adaptation is about identifying those small hinges that swing the big doors. And so much of what we do with our clients is about doing just that. Finding what is a small and obvious fix to a problem that could have been plaguing a company for literally months or years. You fix it in 10 minutes with a one sheet piece of paper that says, “Do it this way,” and they implement it, and they immediately start to see better results. So, I think in terms of, okay, this is what AI suggests, this is how we end up getting it done. So that’s number 10, continuous learning and adaptation. 11. Targeted Marketing Campaigns. Develop targeted marketing strategies tailored to specific customer segments. This approach ensures that your marketing efforts resonate deeply with your intended audience, leading to higher conversion rates. Once again, a lot of buzzwords in that sentence. A lot of really good recommendations in that sentence, but a lot of confusion too. Jay: Yeah, absolutely. Can I brag for a minute? David: Please do. Jay: I want to brag for a minute. So a lot of people know that I’ve just recently started an accounting firm that focuses on day traders and they’re taxes. And we’ve spent over a year and a half with my current company and my last company working on keywords to make sure we get the right leads from Google advertising. And David, in the last four months, I have not had one lead that is not right in the strike zone. Now, think about that. Think, I mean, that is unbelievable to me. That, and they, you know, we’re in constant contact with the company that we use. And every month they’re like, okay, how many leads were outside? What do we need to adjust? And I’m like, just keep pitching ’em, man, because they are right there. And the beauty of that is, all we have to do is adjust the volume. Right? Certain times of the year we crank that volume up, and certain times of the year we crank it down. And, wow! When we have the secret sauce, I mean, everything else is just gravy at that point. David: Exactly. And what you’re talking about really ties back to point three, earlier in our conversation, which is about optimizing your marketing channels. Jay: Right, right. David: When you’re able to do that, and you combine that with what we’re talking about here in number 11, which is targeted marketing campaigns, it’s a double whammy. Because now you are getting to the right people through the stuff that you’re doing with your SEO. And your communication is better, which is something we also talked about in the first episode in this four part series. And now, when you talk about targeted marketing campaigns, to me what that means is you’re taking the communications that we’ve perfected, creating value in the communications like we talked about in a previous episode, and now you’re sequencing that communication. That’s how we describe it to our clients inside our program. You’re sequencing your communication. You’re putting together a series of messages that go out in a specific order, in a specific timeframe, so that you’re getting the information in front of them when they need it most. To me, a targeted marketing campaign is about doing that. You’re getting the right message out to the right people at the right time. Using the right targeted marketing vehicle. Jay: I love that. Sequencing the information. That makes a lot of sense to me. And I think understanding that in first contact, they might not understand your product or the need for it. But we all know if they see you a couple times, you know, what is it? You used to hear they have to see you seven times, you know, a billboard, a TV ad, or whatever that is? Meeting them where they’re at. Instead of trying to force them to be where you want them to be. It sounds to me like a great way to go. David: Yeah, no question. I remember, I think it was in the Guerrilla Marketing book, he was talking about the fact that somebody had to be exposed to your message nine times before they’d be ready to buy. And at that point, I extrapolated for myself. I said, well, what if they only see one out of every three messages I put out? To me, that means I need to do nine times three, 27. I need to get out to them 27 times before they’re going to be ready to make a buying decision. And that’s really the essence of what sequencing communication is. A lot of times we feel the need to try to tell everybody everything up front, before they even know who we are. And their eyes glaze over and like, Oh, this is too much. This person’s too full of hot air. I’m moving on. And when you sequence your communication properly, you’re dripping it out a little bit at a time. You’re giving them a little bit this time and a little more the next time, a little more the following time. And each part of it reveals a different aspect of your approach. A different aspect of the way that you do things, and the benefits that you bring to them. And if number one didn’t completely resonate, maybe number two will, and maybe number four will, and maybe number seven will. And the ones in between, if it’s good, useful information, and it’s creating value for them, they’ll still be happy to see it. They’ll be happy to look at it. But then, when you get to the ones that really resonate with them, they’re going to respond. Jay: Yeah, absolutely. And I love how you said they don’t know who we are, but I would also flip that. We don’t know who they are yet, right? And so, like you said, we’re kind of dividing their possible interest into this sequencing. And hopefully, at some point, we’re going to land on who they are and what their needs are in that moment. David: Exactly. And so much of it really becomes fun when you’re taking an approach like this. And I use the word fun a lot when I’m talking with my clients. Because I figure if what we’re doing is not actually fun, we’re not doing it right. Because if it’s miserable, if it’s a big old slog and we can’t stand it, Let’s face it, they’re not going to do it. But when you’re able to make it fun by taking the appropriate action with the appropriate people at the appropriate time, everything gets a lot easier and a lot more fun. Jay: Absolutely, absolutely. David: All right, so number 12, this is the last one on our list. And this is: 12. Data Driven Decision Making. Leverage data analytics to understand customer behavior, preferences and buying patterns. Data driven insights empower you to make informed decisions, refine your strategies, and optimize sales processes. Many words. Jay: Yeah, and again, how do you extrapolate that out into your own business? I know this is something we work on constantly. I don’t think there’s ever going to be a point where you’re like, “okay, got that one done,” right? It’s got to be constant. David: Yeah, and once again, going back to the idea of simplification, which is a really big part of what we do with people, boiling it down to its essentials. Data driven decision making, to me, and this is what I refer to as the 3 D’s at the beginning of this podcast, data driven decisions, right? To me, that means that you are making your decisions based on the right information, the actual information, not what we think might be right, not what we feel, oh, I feel like I should do this. What does the data say? What’s working well? What are the things that we’ve done in the past that have worked well? What are the things we’ve done in the past that have not worked as well? How can we continue to replicate the things that we did that did well? Do adaptations on those, to be able to continue to move that needle forward. How can we avoid the mistakes that we made in the past based on what we’ve done and the responses that we’ve gotten? To me, that is the essence of data driven decision making. And if you look again at the AI description, leverage data analytics to understand customer behavior. That just means looking at what are the customers doing based on what you’re sending out? Leverage data analytics to understand customer behavior, preferences, and buying patterns. Okay, so that’s all the same. Data driven insights empower you to make informed decisions. Right, your decisions are now informed. They’re not just decisions, right? And then it says, refine your strategies and optimize sales processes. It allows you to do all of that. So, I would argue that this one, data driven decision making, is essentially a combination of all of the above. Because when you’re implementing the things that we talked about over this series of podcasts, and you’re gauging the results, you’re tracking it down, you’ve got the tracking sheets or however it is that you’re keeping track of what’s going on, and you’re making the decisions based on, not what you think is going to work or what you think might work, but what actually is working, everything becomes a lot easier. Jay: Yeah, absolutely. Can I give you a bad example of not using data? David: Sure, I love bad examples!. Jay: So, I worked for a national pizza chain. I’ll give you a hint, Pizza Pizza. Still family owned, even till today. And one day the daughter of the owner came up with this brilliant idea that people wanted bigger pizzas. I don’t know if you remember this. It was called Bigger is Better. So they forced every franchisee to go out and retrofit all of their ovens. Buy new pans. The whole thing probably cost five grand per business to just do this. And they of course marketed behind it. Guess where all those pans are? They’re sitting on top of the walk in refrigerators. Because there was no data, it was not driven by anything more than a feeling. And it was just the most ridiculous effort I’ve ever seen. And that’s some of the problems you can get into with a family run business, because you are making gut feeling decisions instead of looking at the data. David: Yeah, I’d love to say it’s just family run businesses, but wow, New Coke. Two words, right? Jay: Yeah. David: This kind of thing just happens everywhere. And some things just seem like a really good idea. Hey, wow. If they like this one, they’ll probably like that one when you say it out loud. Sure. It seems reasonable. And if the marketing was right and if the people wanted it, then that would have worked, but we just don’t know. So data driven decision making is also a big one. All right. So in terms of sort of wrapping this up, because we’ve been doing this now over a period of four podcasts over four weeks. I feel like we touched on a lot of really good topics. I feel like we were able to dive deep in terms of some of the how, of how to do these things. And I’m hoping that the people who have actually paid attention through each of these episodes got some really solid ideas on specific things they can do to grow their sales and profits. If that’s the case, and if you’d like to have a conversation about how we can help really just Implement this stuff inside your business, go to Topsecrets.com/call. Let’s have a conversation. See if we can help. If we can, we’ll let you know. If we can’t, we’ll let you know that too. There is zero pressure on these calls. It’s about identifying the primary areas where you need help, providing recommendations on what you can do and how you can do it, and then saying, all right, if you want to do it by yourself, you can do that. If you want to do it with us, you can do that, but you have the option. So hopefully that makes sense. And if you’d like to do it, TopSecrets.com/call. Jay: Yeah, I love it. And I’ll just kind of add my feedback on this series of podcasts. I’ve learned a tremendous amount. I’ve applied a bunch. But one of the things that stands out to me, is that you don’t have to do it alone. And I think sometimes we see it as weakness, right? I should be able to run this all. I should be able to do it all. Yeah, maybe, maybe. But there are people who have gone before you. There are people who’ve spent, David, how many years have you spent doing this and refining this and, and talking to customers? So, I mean, it’s just a great service. Again, just speaking out loud about it has made such a difference for me. So, I’m a huge fan of what you do and I hope people will recognize your sincerity, that it is just a call, and you do have a very strong desire to help. And you help a lot of people. David: Well, thank you. And we never try to push anyone into our programs. All we’re looking to do is we’re looking for the right fit. If you are a smart, focused, motivated business owner, and you are determined to get from here to there, then we probably want to work together. If you’re not good with making decisions, if you’re kind of iffy or wishy washy, then it’s probably not going to be a good fit. And in many of the calls, we can get two thirds of the way through the call and recognize pretty early on it’s not a good fit. At which point we’ll say, yeah, I don’t think we can help you. You know, maybe you can try this resource or that resource. So, it’s really not about us trying to sell you into anything. If we can work together, great. If we can’t, that’s perfectly fine too because we’ll know, right? We’ll have the conversation, and we’ll both know! You’ll know, “oh, it’s not a good fit,” I’ll know, it’s not a good fit. And you get closure, which is beautiful. If you’ve been thinking about scheduling a call and just haven’t, there’s no closure, right? Have the call. It’ll be a thumbs up or a thumbs down. Either way, it’s great. You’ll have a great experience. We’ll have a great conversation, and I hope you do it. Jay: Yeah, and listen, there’s no reason to be a salesperson when your product is great, and yours is. So, David, I love our conversations, and thank you so much for your time today. David: Thank you, Jay. Ready to Multiply Your Sales? If so, check out the five primary ways we help promotional product distributors grow: Just Getting Started? If you (or someone on your team) is just getting started in promotional products sales, learn how we can help. Need Clients Now? If you're already grounded in the essentials of promotional product sales and just need to get clients now, click here. Want EQP/Preferential Pricing? Are you an established industry veteran doing a significant volume of sales? If so, click here to get End Quantity Pricing from many of the top supplier lines in the promo industry. Time to Hire Salespeople? If you want to hire others to grow your promo sales, click here. Ready to Dominate Your Market? If you're serious about creating top-of-mind-awareness with the very best prospects in your market, schedule a one-on-one Strategy Session here.

Understanding the financial side of self storage is critical—whether you're just getting started or already scaling your portfolio. In this rebroadcast of our popular webinar, we're joined by Brooks Lumpkin and Amber Crucian to break down the financial fundamentals every owner and operator should know. We cover: The key reports and KPIs to track your facility's financial health Budgeting for controllable vs uncontrollable expenses Cap rates, depreciation, and stabilized assets explained in plain language Knowing when it's time to grow—and how to fund that growth The pros and cons of building new vs buying an existing facility What lenders look for and how to prepare for expansion, sale, or refinance We also tackle common financial questions from owners across the country—covering topics like DSCR vs DST funding, interest rates, ad budgets, and what to do when your tenant passes away. Whether you're aiming to stabilize your first facility or planning a multi-site portfolio, this session is packed with practical tips and strategic advice to build a profitable future in self storage. Watch the YouTube replay- Self Storage Finances: 101 Guests: Brooks Lumpkin (Flex Storage) and Amber Crucian (Live Oak Bank) Hosts: Tommy Nguyen Brought to you by the teams at StoragePug and Lighthouse Storage Solutions

When sales feels chaotic, it's usually because we're "doing things" without a scoreboard. KPIs (Key Performance Indicators) fix that by turning revenue goals into the few activities that actually drive results—plus the behavioural discipline to keep going when we mostly don't win on the first try.  Q1) What are sales KPIs, and why do we need personal ones? Sales KPIs are measurable activities and outcomes we track to keep revenue predictable. Companies sometimes hand us a dashboard, but plenty of roles don't come with clear KPIs—especially in smaller firms, new markets, or when we're building a territory from scratch. That's where personal KPIs matter: they give us "markers" for what we're doing and what we should be doing.  The key is recognising we cannot do everything. We can only do the most important things—consistently. So we choose a handful of KPIs that reflect how our sales actually works (industry, deal size, sales cycle, channel), and we track them like a pilot checks instruments: not for perfection, but for control. Q2) Which KPIs actually move revenue (and which just make us feel organised)? A useful rule: track both leading and lagging indicators. Lagging indicators: results (revenue, closed deals, average deal size). They're essential, but they tell us after the period is over. Leading indicators: the activities that cause results (qualified leads worked, buyer conversations, meetings booked, proposals sent, follow-ups completed). The best personal KPIs are usually leading indicators that map to your funnel, like: How many qualified leads we work each week How many calls / outreach touches we make How many contacts turn into appointments How many appointments convert into agreed deals Our average value per appointment How many buyers become repeat buyers  If a KPI doesn't link to a funnel stage, it's probably a "busy metric." Q3) How do we turn a big revenue target into weekly KPIs we can actually execute? We reverse-engineer the number. Start with the revenue target, then work backwards through the funnel using realistic ratios. Example logic (use your own numbers, then refine over time): Target revenue per month Average deal size → required closed deals Closing ratio from meetings → required meetings Meeting-set rate from conversations → required buyer conversations Contact rate from outreach → required outreach attempts This is exactly the discipline of breaking "big revenue targets down to activities," then setting targets for the ratios between steps.  And we'll fail plenty at first. That's not a moral issue—it's just a data issue. After a few weeks, we'll have our conversion stats, not someone else's. Q4) What funnel ratios should we track—and what do we do when the ratios are ugly? Sales is a chain. If one link is weak, the outcome collapses. Track ratios between stages, for example: outreach attempts → conversations (contact rate) conversations → meetings (appointment rate) meetings → proposals proposals → closed deals (close rate) Over time we build "reliable statistics" showing where we're strong and where we're leaking deals.  If conversations aren't becoming meetings, that's usually messaging, relevance, credibility, or timing. If meetings aren't closing, that's discovery quality, stakeholder mapping, objection handling, procurement friction, or lack of urgency. The goal isn't to shame the numbers. The goal is to diagnose the system and improve one stage at a time—because a small lift in one ratio multiplies all the way down to revenue. Q5) How do we set KPI targets without kidding ourselves (and without burning out)? Use three levels: Comfortable range (you can hit this even on a rough week) Realistic stretch (hard but doable) Moonshot (for peak weeks, not every week)  Then we attach KPIs to time management. If the target is 200 quality touches a week, we schedule them like a workout plan—because hope is not a strategy. Also: behaviour matters. Sales can be "a diabolical art" where we fail a lot, so we need "supreme discipline" to do the activities anyway.  That means tracking basics like follow-up completion, pipeline hygiene in the CRM, and daily prospecting blocks—because motivation comes and goes, but systems stay. Q6) How do we adapt KPIs to reality (gatekeepers, Japan timing, and modern outreach)? Reality includes gatekeepers, voicemail, and the classic "they'll call you back" fantasy. We can have a long call list and still get nowhere, so we vary timing and channels.  Practical KPI upgrades: Track attempts by time band (early morning, lunch, after 6pm) because contact rates change by industry and role.  Track multichannel sequences (phone + email + LinkedIn + referral asks), not just "calls." In Japan, where trust and introductions often matter, track referral requests, warm intros, and second meetings as leading indicators—because relationship-building is a real part of the funnel, not "soft stuff." Weekly review: keep, kill, adjust. If we're not moving the ratios, we don't need more hustle—we need smarter inputs. About the Author (Credentials) Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across leadership, communication, sales, and presentation programs, including Leadership Training for Results.  Wrap-up Personal sales KPIs are our antidote to vague effort. We pick the few activities that drive the funnel, set ranges, measure ratios, and improve the weakest link. When we know the numbers, we stop guessing—and we start managing sales like a system.

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

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

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

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

AI is no longer just an operational tool. It's becoming one of the most important strategic lenses healthcare leaders can use. In this episode, Kevin explains how AI can sharpen decision-making, strengthen business cases, highlight opportunities you can't see from the boardroom, and help leaders measure progress with smarter, predictive metrics.You'll hear how executives can use AI to guide portfolio decisions, forecast ROI, identify gaps across the system, and build KPIs that actually show future impact. Kevin also shares how governance and a focused analytics team can turn AI into a leadership advantage rather than a scattered set of tech projects.If you want to bring more clarity to complex decisions and lead with greater purpose, this episode is for you.

As mobile marketers head into another year of rising costs, shrinking signal, and fiercer competition across search and social, one performance channel keeps gaining momentum where few expected it: connected TV. What used to be dismissed as “just a brand play” is now becoming a measurable, high-intent driver of installs and in-app actions — especially when powered by OEM data. In this App Talk special of the Business of Apps Podcast, David Murphy sits down with Kaitlin Stebbins, Mobile Growth & Performance Media Lead at Samsung Ads, to unpack what CTV can really do for app growth. Kaitlin breaks down how Samsung's unique data layer, measurement integrations, and precision targeting are helping mobile marketers reach new audiences, hit their KPIs, and diversify beyond the crowded Meta-Google-TikTok triangle. You'll hear why CTV is no longer an upper-funnel luxury, how Samsung connects exposure to mobile conversions, and why even allocating 5–10% of spend can unlock incremental users that traditional channels miss. If you're rethinking your performance mix for 2026 — this conversation is your roadmap. Today's topics include: Why CTV is no longer just brand awareness and how it now drives installs and in-app actions. How Samsung Ads leverages OEM data to deliver precise, performance-focused targeting. Why mobile marketers should diversify beyond search and social to reach higher-value audiences. How CTV measurement works, including IP-based attribution through mobile measurement partners. What success on CTV looks like, from KPI alignment to full-funnel performance across TV, mobile, and web. Links and Resources: Kaitlin Stebbins on LinkedIn Samsung Ads website Business Of Apps - connecting the app industry Quotes from Kaitlin Stebbins “The idea that CTV can't drive performance is a big misnomer — we've been working with direct-response advertisers for years, and it absolutely drives action.” “CTV reaches a completely different audience than social — older, higher-income, and far more likely to take meaningful action after seeing an ad.” “Lean heavily into CTV in 2026. Your big, beautiful creative deserves to be seen on the largest screen in the home — served to the right person at the right time.” Host Business Of Apps - connecting the app industry since 2012

At the heart of The Prophets' vision are “The 24 Essential Supply Chain Processes.” What are they? Find out, and see the future yourself. Click here Brand loyalty at Nissan isn't earned during a sale. It's earned later, when a driver needs a repair, and the part they need is already there. That moment shapes Darrin Lucas's work. He leads after-sales supply chain operations across the Americas, making sure vehicles stay in service instead of sitting in a bay waiting for parts.His team manages warranty support, service parts, and dealer inventory with one goal in mind: a repair should feel routine to the customer. The planning beneath it, however, is anything but routine. Instead of reacting to dealer requests, they work ahead of demand and stock items based on what they expect will be needed weeks from now.To make those decisions earlier and with more accuracy, Nissan is moving past traditional forecasting habits. The company utilizes AI-driven predictions, real-time performance dashboards, and automation in its distribution centers to prepare the correct parts before customers arrive for service. With better insight comes a different kind of supply chain partnership. Suppliers aren't just shipping parts; they're sharing data, adapting quickly, and helping Nissan support both production and service without sacrificing one for the other.Dealers are also part of the strategy. Darrin talks about advisory boards where dealers give feedback, test ideas, and influence how inventory gets planned. This helps Nissan prevent shortages before they occur, and it provides a clearer picture of what customers are actually experiencing in service bays, not just what spreadsheets predict.Darrin's own career mirrors the way Nissan wants the organization to work. He joined Nissan as a packaging engineer and moved into logistics, quality, and operations because leaders encouraged him to learn beyond his role. That gave him the perspective he uses today. Now, he leads by giving his team the same space to grow, allowing people to learn, think independently, and solve problems without being controlled by every metric. When people understand the business, the KPIs follow.Nissan views after-sales as an ongoing promise to customers who have already chosen the brand. It isn't a backup to manufacturing or a response to breakdowns. It's part of the relationship that continues long after the car leaves the showroom, earning loyalty through every mile the vehicle stays on the road.Themes discussed in this episode:How stocking service parts weeks in advance prevents vehicles from sitting idle at the dealershipThe shift from outdated forecasting methods to AI-driven demand planning in automotive after-salesHow automation in distribution centers speeds up service part delivery and reduces wait timesWhy suppliers must support both production and after-sales to meet customer repair expectationsThe increasing demand for OEM parts through e-commerce and how it disrupts traditional delivery modelsHow proactive parts planning turns after-sales into a strategic advantage instead of a reaction to breakdownsThe value of cross-functional experience in building leaders who understand the entire parts lifecycleThe responsibility of after-sales supply chain teams to maintain customer confidence after the saleFeatured on this episode:Name: Darrin LucasTitle: Director, Aftersales Supply Chain Operations Americas at Nissan North AmericaAbout: Darrin is the Director of Aftersales Supply Chain Operations for the

In this episode, Dr. Bill Davis sits down with Dr. Pat Lin of Symmetry Health Chiropractic in Cedar Park, Texas, to explore how he grew a million-dollar Upper Cervical practice from just 850 square feet—and how he's now scaling to multiple locations.  Dr. Lin reveals the systems, team structure, and leadership strategies that made his success possible, including how his new patient coordinator, CA roles, and clear KPIs drive consistency and growth.  He also shares his upcoming plans to expand into Houston and Austin, his approach to training and accountability, and the crucial mindset shifts that allow Upper Cervical doctors to scale with confidence. This conversation is packed with real-world lessons on efficiency, delegation, and duplication for doctors ready to grow beyond their first location.

Jenny Wall from VideoAmp joins Ari Paparo to unpack why CTV measurement has to evolve past impressions and demos. They dig into outcomes, advanced audiences, clean room data, and the growing need for multiple currencies across linear, streaming, and walled gardens. Expect practical examples, a clear case for audience first buying, and a candid look at what happens if the industry stays locked to legacy metrics. Takeaways TV works, but modern measurement must prove business outcomes instead of just delivery. Advanced audiences reduce waste and can lift sales by focusing on the right households. Cross channel measurement is essential now that viewing and spend are split across many platforms. Third party validation matters because platforms grading their own homework limits trust. Dual currencies and clean room matching are messy today, but they create price flexibility and innovation. Chapters00:10 Ari sets up the shift from impressions to outcomes in CTV measurement. 02:16 Jenny explains why TV is a really emotional video and why that still drives results. 02:59 The conversation moves to tying fragmented channels to real KPIs like sales. 04:11 Jenny argues that advanced audiences beat demo buying for most brands. 05:18 Examples show how deep audience targeting can go, from retail intent to pharma switching. 10:53 Walled gardens and the need for independent measurement come into focus. 12:48 Dual currencies are framed as painful now but necessary for the market to progress. 15:14 Jenny warns that unstable metrics could wipe out long tail networks. 18:02 Real time optimization in TV is closer than most marketers think. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's here. The last episode before the Profit Cleaners Masterclass, coaching, and the entire “old world” officially rides off into the sunset. In this special Final Call episode, Brandon Schoen & Brandon Condery give you one final nudge to take massive action before the doors slam shut on Cyber Monday.They recap what disappears forever, what you still get if you jump in now, and emphasize the power of community, the realities of entrepreneurship, and the importance of taking decisive action when opportunity appears. They also drop some cryptic-but-exciting hints about their secret 2026 project, new AI tools, and why community is the rocket fuel all entrepreneurs desperately need.

Need to systemise your clinic? Start your free trial of Allie! https://www.allieclinics.com/ Join Ben and Jack as they give you a true behind-the-scenes taster of what it's like to work with them! In this episode, they unpack why data - not feelings - should drive your clinic's decisions, performance and growth. They also walk you through Allie, the platform they use to centralise metrics and training, and even analyse real-life clinic data inside the system - so you can see exactly how the numbers reveal what's really happening. You'll learn how Allie brings instant clarity to PVA, rebooking rates, cancellation rates and new client numbers, why an 8–12 week review window uncovers meaningful trends, and how these insights fuel better mentoring, clearer expectations and a more accountable team culture.If you want to replace uncertainty with clarity and build a clinic that consistently grows, this episode shows you where to start.  In This Episode You'll Learn:

In this episode of "The Roofer Show," host Dave Sullivan interviews Jon Starry, owner of Steadfast Roofing in Tampa Bay, FL. Jon shares his journey from IT to roofing, highlighting the company's rapid growth, the importance of in-house crews for consistent quality, and leveraging technology like CRM systems and virtual assistants. He discusses effective lead generation, job costing, and building a strong company culture. Jon also offers practical advice on cash flow management, sales incentives, and continuous learning, providing valuable insights for contractors aiming to grow and improve their roofing businesses. Tune in to hear more!What you'll hear in this episode:Transition from IT to the roofing industryImportance of customer service in business growthLead generation strategies and techniquesBuilding a strong online presence and utilizing SEOSignificance of having a robust CRM systemManaging cash flow and financial planningTracking key performance indicators (KPIs) for marketing effectivenessCreating a positive company culture to retain talentImplementing effective project management and communication strategiesEmphasizing quality control and consistency in work standardsResources:Steadfast RoofingConnect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

In this episode, Jamie shares the key themes she's taking into her 2026 planning — and why now is the moment to shift from working in your business to working on it. She also walks through what to expect in this year's Q1 planning workshop and pop-up community. In this episode you'll learn: • Why "radical responsiveness" is becoming a major differentiator • How to plan for outcomes instead of tactics • What owners should keep close instead of delegating • Why carving out R&D time (especially around AI) matters • How to think realistically about projects, KPIs, and capacity Join the Q1 2026 Planning Workshop: everythingcoworking.com/quarterly Resources Mentioned in this Episode: Q1 2026 Planning Workshop: everythingcoworking.com/quarterly Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

Send us a textIn this episode of the Smarter Vet Financial Podcast, hosts Tom Seeko and guest Eric Benke dive into the financial side of veterinary practice ownership, focusing on the power of key performance indicators (KPIs) to drive profitability and growth. They explore metrics like client retention, revenue per DVM, and net profit margin—explaining how tracking the right numbers can reveal hidden gaps, improve compliance, and guide smarter business decisions. Eric also shares how implementing wellness plans can boost visit frequency and strengthen client relationships. Whether you're just starting to track metrics or looking to optimize your operations, this episode delivers actionable strategies for long-term success.If you'd like to contact Eric about Kanter Consulting Group's services or if you have any questions, visit their website here or call 813-855-5433. Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances. 5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessment Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice. Schedule a time-https://flveterinaryadvisors.com/contact-usCheck out our social media channels Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Industry leaders from Boomi, Demandbase and Smarsh share hard-won lessons on balancing AI creativity with guardrails, why data quality trumps frameworks, and deploying AI at scale.Topics Include:Three industry leaders share experiences building AI solutions at Boomi, Demandbase, and Smarsh.Smarsh manages trillion communications for financial services, detecting bad actors across multiple channels.Boomi built agent studio, garden, and control tower while spawning 33,000 internal agents.Chris Timmerman used vibe coding to build embeddable Boomi in five months solo.Companies balance creativity with guardrails, starting with IT policies before unleashing innovation.Internal adoption driven by empowering teams to build their own solutions versus top-down.Demandbase saw 70% adoption within six months through grassroots approach and local champions.Measuring success proves challenging, comparable to tracking Excel usage rather than specific KPIs.Companies focus on outcomes like touch-free bug fixes and support metrics versus raw usage.Biggest lesson: Data quality and context determine success more than agentic frameworks.Need scaling framework from low-risk UX improvements to high-risk automation with appropriate guardrails.Industry created fatigue by overpromising; should have started smaller with realistic expectations.Participants:Chris Timmerman – Vice President, Global Services Delivery, BoomiHarshal Dedhia – Vice President of AI, DemandbaseBrandon Carl - Executive Vice President of AI and Product Strategy, SmarshAllison Johnson - AMER Technology Partnerships Leader, Amazon Web ServicesSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

The cannabis industry is evolving, and so are the tools and strategies to optimize cultivation practices.DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Jesse Porter, Director of Marketing and Sales at Harvest Integrated, to explore how data-driven cultivation and innovative climate solutions are improving cannabis operations.What You'll Learn:- The four pillars of cultivation success: quality, quantity, consistency, and efficiency – and how to measure them.- Why tracking KPIs like yield per square foot and extract yield is critical for forecasting revenue and optimizing costs.- How Harvest Integrated's “Climate as a Service” provides a no CapEx solution for HVAC systems, reduces risk, and ensures consistent environmental control.Whether your clients are craft cultivators chasing quality or large-scale operators focused on efficiency, you'll walk away with actionable insights to optimize their operations and improve outcomes.

In this episode of The Digital Executive, host Brian Thomas welcomes Piet Buyck, global technology executive, AI strategist, and author of AI Compass for SC Leaders. With more than 30 years leading innovative IT solutions, Piet is on a mission to make AI-driven planning easy, accessible, and human-centered.Piet introduces the concept of the AI Compass—a framework that blends generative, agentic, and narrow AI to guide leaders through the complexities of modern supply chain planning. Instead of treating AI as just another tool, the compass helps organizations navigate uncertainty, break down functional silos, and move toward a more adaptive, holistic decision-making model.He emphasizes that AI should never replace humans, but instead amplify their judgment. Piet explains how to operationalize a “human + AI” decision model using a balance of accuracy, transparency, and fairness—determining what to automate, what to supervise, and what must remain human-led.The conversation explores why supply chain planning has remained stubbornly manual despite decades of technological progress. Piet outlines entrenched habits—rigid processes, siloed KPIs, and opaque numbers—that prevent companies from becoming AI-first. He shows how organizations can shift toward a more dynamic, assumption-driven, data-aware planning culture.Looking ahead, Piet describes the cultural transformation required for supply chain teams to thrive in an AI-augmented world: embracing continuous learning, developing data literacy, unlearning outdated practices, and building confidence to collaborate with AI systems rather than fear them. With the right mindset and governance, he believes companies can unlock massive value—far beyond traditional planning improvements.A must-listen for supply chain leaders, innovators, and anyone navigating the intersection of AI and organizational transformation.If you liked what you heard today, please leave us a review - Apple or Spotify.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Corporate venture capital isn't just having “a bit of VC on the side.” Done well, it's a strategic lens on the future. Done badly, it's a short-lived pet project with a half-life of 3.7 years and a trail of confused founders and annoyed co-investors.In this episode, we sit down with Martin Scherrer, Partner & Head of Managed Funds at Redstone, alongside our own CVC lead Jeppe Høier, to unpack what really happens when corporates leave venture — and how to do it without destroying value or reputation.Redstone runs a dual model: classic VC funds + “VC-as-a-Service” for corporates and family offices. Martin himself has lived three lives:Inside Swiss Re's CVC (later shut down)As a founder of an insurtech in SwitzerlandNow as VC & fund manager at Redstone across multiple corporate mandates.

Happy Thanksgiving! Kiera gives ideas of service opportunities, from a personal to a practice-wide scale.  Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and happy, happy Thanksgiving. I am so honored to share today with you. You guys, I love Thanksgiving. It used to not be one of my favorite holidays, but gosh, you know, the secret to living is giving and to have a day dedicated to gratitude, a day dedicated to love, a day dedicated to families and friends and to just come together and to remember how good our lives truly are.   I think is beyond special. And I just want to say, for me, it would feel crazy for me not to jump on here and to say thank you to all of you. You guys are my favorite humans. You're the people that I love, that I get to talk to so many times a week, that I get to hang out with, that I get to see your stories, that I get to know personally and professionally, that I get to see your wins. I get to see you tag us on social media. I get to see the emails that come in. I get to see your reviews that you leave. I get to see you positively impacting the world of dentistry. And just to truly know,   that you guys are doing so good out there. And I just want to say thank you. Thank you for being here. You guys, this podcast was a hope, a wish, a dream when I was hiking up, I'm not joking, Half Dome in Yosemite. And I thought there is nothing out there that's serving dentists and teens. And it's a niche and it's a space. And I'm going to come in and I'm going to positively impact. And I'm going to get both sides of the coin to come together to really, truly influence and impact dentistry in the greatest way possible. And that is such a huge testament to all of you for being here.   for being a part of the Dental A Team family. So I just wanna say thank you for being here. And to this, I just wanna say like, if you've been an OG, thank you for being here from the beginning. And if you're a newbie, welcome. I hope that you feel loved. I hope you feel appreciated. I hope you just feel great. And I hope you remember how amazing life truly is. So I want you guys to just know that watching this podcast evolve, to seeing millions of downloads, to seeing us in so many countries, my like...   It's mind boggling to me. It's crazy because when I built this, didn't know how many people would listen and to see the fans, to see the love, to see the raving fans, to see the clients come through, to laugh with you, to celebrate with you, to cry with you. I just want to say like, gosh, like this is a journey. It's a joy and it's an honor and it's a privilege because I know your time is your greatest asset. And so I just want to say thank you. And today with it being Thanksgiving, you know, I really just want you to know   that I believe that the secret to living is giving. And we have a portion of our company called Live To Give. And I've talked about it on a few other podcasts. I've talked about how like, you know, it was back in 2019, I went to a Tony Robbins event. And a lot of you know how much I love Tony Robbins. That was because I caught one of my lightning moments in life where I was in a space so focused on myself and it was random because I was building a company called Live To Give.   and that was where we were non-believable and we were like getting donations to help these nuns who didn't even have a house. Like it was crazy and we raised so much money so quickly and I've done it a few other times. Like another one idea was the Vibe prison ventures where inmates were actually like I went I actually went to the prison and it was crazy and I was scared out of my mind ⁓ but I saw these inmates take their skills that got them into prison which were not the best.   and turn them into good and they pitched us their business ideas and to be able to sit there with them. That was another business that I got that was part of the Live To Give to be a part of that and to give back. And I found that so many of the times in my life that are my happiest moments are those where we like went above and beyond. And a few years ago, I talked about like probably my favorite Live To Give moment that we've ever had was when we were able to, one of my friends in Arizona, her son was struggling with stomach cancer and   I really wanted to do a make a wish and make a wish is like really, really hard to get in touch with. And I had committed that year. I was going to do a make a wish. I didn't know what it was going to look like. I didn't know how we were going to do it. I told my team, this is what we wanted to do. And we found this boy and his goal, his dream was to go to Italy. And I was like, this is it. Like guys, this is it. We have a team member who's a stomach cancer ⁓ survivor as well. And I was like, this is it. This is our live to give. And our whole team was able to participate in it. We're able to give this, this   child who's 12 years old, him and his family, a complete all expense paid trip to Italy when he got done with cancer and to give him the hope and the wish. And you guys like that moment in my life, I think about the ones that really impact us the most, the ones that changes, the ones that are like those lightning bolt moments. And I, the bulk of them are ones that we've been able to give to serve, to love. ⁓ We were able to last year as a team go and like help so many kids at the children's hospital.   our team has done angel tree where we go and like shop for these families. And Shelbi and I, I remember we went shopping for a family of nine and that was the exact of my family. I think back to when I was at, ⁓ United Way and I was able to bring holiday magic to hundreds of families from the donations of others. And I remember there was a time where I just was feeling grumpy about life. I realized like, I haven't checked my, giving like vitals.   in me in a while. I think about businesses and I think about all of you and we are constantly looking at our KPIs of our business. We're looking at the KPIs that drive us to success, but I'm like, what are the KPIs of our life that drive us to success? And maybe those are some of the pieces that are there. And I've just realized that giving and serving and loving should be an area that maybe we want to check those vitals, especially today.   of where is my giving my love, my service, KPI? Is it high? Is it low? Is it on track? Is it off track? And I will say that if it's off track, today's a great day to get it on track. And maybe a couple of ways for us to give back is just to love a little bit more, to text someone today that you might love. A few years ago, my brother-in-law and I have a kind of a unique relationship. When I met...   He was a business owner and I always thought he was so grumpy. I didn't really like him that much. was like, Jason, your brother is so just rude. I did not care for him. And as I become a business owner further into my career, I understand this brother-in-law so much. And he's kind of like, I don't know, I would say like a little crusty on the edges. He's not soft, I'll put it that way. And I was actually really, really scared to text him.   But just cared about him so much and I appreciated so much of what he's done and he's been a mentor to me. And I just said, take a risk, a gamble. I remember I was sitting on the beach in Maui and I texted him and I just said, hey, I just want you to know how much I appreciate you. I value you. And how much of a mentor you've been to me and you've given me hope when I didn't know that there was hope. And I'm just so grateful for you. And he wrote back, he's like, Kiera, I don't usually cry. And that text meant so much to me. And I just think that's our giving.   KPI. So what little love bombs could you send out? What service could you and your team do together? Our team, every year in December, we do a Live to Give. Could you guys adopt that in your company and together collectively as a podcast family? Think of all the lives that we could give back to. I think about my husband was talking about another brother that he has and this brother literally is in such a hard place in his life right now and   does not have a lot of money, has a lot of family dynamics, I won't get into it. And when I say like, pretty much homeless, that's literally what's going on with him. And I only highlight that because his situation is so hard. we were, Jason was talking about struggling with something and he was like, ⁓ I could help you with that. And Jason and I talked about it and we thought about who are the people that give to those that are struggling? A of times it's those that are like, not hardly better off than they are. And I think like,   Could today or this next month, could we maybe boost that live to give side of us where we look for people in need, we look for opportunities that can be in our patient base, that can be in our team base, it can be in our community, it can be in our families. Can I give out little love bombs? It might be cold in your area. A few years ago, we did a coat drive and this came from one of my friends in Utah who...   would ask all his friends to donate coats that they're no longer wearing and would drive around and hand out coats to people on the side of the road that could really use it. I'm not here to say you've got to go do that, but I just think like, what a blessing to those people. What a space for us to be able to share and to love and to give back. Like you guys, are so insanely blessed. I promise every single person listening to this podcast today, we all collectively could say that we have been unruly blessed.   in our lives. And so where is that? Could I text a team member and tell them like, Hey, you're doing such a great job. I'm not joking. I have a little list over here to write thank you cards to my team members sporadically and unexpectedly for great things that they do. Could I text my spouse if it's been a while and tell them how much I love them? Could I maybe call my parents? I think about like, if you have your parents alive right now, I hope that you just love them.   I hope that you call them, I hope that you tell them, I hope you forgive them. Even offering forgiveness to somebody that maybe doesn't deserve it, it's not a gift to them, it's a gift to you. ⁓ Patching up and cleaning up when it maybe doesn't seem like it's necessary. ⁓ All these are little gifts of gratitude, of giving, of serving, of loving people. And what's crazy is the more you give that, the more you feel alive, the more your bucket's filled like,   Every year we go and do something and I leave those events just on like cloud nine. We have a team member who last year she was so inspired by it. She like found a girl in Africa and basically like adopted her and has been like helping her get through college and like she sends her letters and her dad did it and they were just so inspired that they've like changed these lives of people. And like, but that team member changed as well. And so I just think today,   Let's look at our KPI of our giving metric and how can we add maybe a little bit more service and give back? Because I promise you guys, the secret to living is giving. That's why I have Dental A Team's Live to Give. And if you know somebody that could benefit from Dental A Teams Live to Give, it's completely like on us. It's not even that I might make it the 1031 or excuse me, our nonprofit in the future. Like that just is a great idea on the podcast that came to me.   because I want to build a nonprofit. But if you know a family that's deserving, you know of somebody that could have a make a wish experience, you know someone in your community, I would love to partner up with you. I'd love to help make magic happen. I'd love to use the podcast. I'd love to connect with a lot of you. But like, there are so many people, including ourselves, including our team, that a little more love, a little more kindness, a little more gratitude could go a long ways.   And I just want to encourage you today as you're in this space for you to think of how can you do just a little bit more? How can you make a little bit more impact and change in people's lives? How can you just truly like not be as lonely as an owner and to give heartfelt thanks and gratitude to any person around you.   And I was like, team members to your doctors, to your owners, it is lonely at the top. It is hard. And to give a genuine heartfelt thank you of gratitude, could truly go so far. And so I think just go out of your way, text your team members, tell them how much you love them, tell them how much you appreciate them, how much you value them. Team members, tell your doctor, tell your family. Like these things don't have to be monetary. It's us just loving of being kind and to give.   to just give back a little bit more. And then I'd also encourage you to also give a little gratitude to yourself for the things that you've overcome, for the things that you've been able to do, for the challenges, for the person you've been able to become. Think back to who you were when you started your business, to who you are today and give grace and gratitude. Because the reality is like, I think about this, like if you were...   to look back and to be able to talk to your younger self, what would you say to that person? You'd probably be like so freaking proud of that person. Like you're gonna do it. I'm so proud of you and I'm so grateful for you. And then I think like, let's go even further. What if you only had one week left to live? What would you be doing right now with your life? I promise you, you'd be living on your highest cloud nine. You'd be telling everybody thank you. You'd be telling everybody you love them. You'd be giving hugs.   ⁓ one of my friends from high school just posted recently that his mom passed away unexpectedly. And he wrote, he said, hug your parents, hug your family, tell them that you love them, love your cousins, love your aunts, all of your uncles, like tidy up because your life can change so quickly. And what I hope for all of you is that your life does not change so quickly, but it does change so quickly, not in a negative way of losing somebody and wishing we could love on them more.   but that your life could change so quickly that you start to live your day every single day of having gratitude and love and telling your family and calling them and sharing with your team and not holding back. It's like, I'm hoping that you just feel this like confetti explosion of love being able to be finally released and unshackled from you to give it to yourself, to give it to your team, to give it to your family, to give it to those around you. I hope you know that I love you.   and that I care about you. And I think that you're doing way better than you ever imagined you could be. That I'm so proud that you're living the dreams that you once thought were impossible and you made them into the possible. That you push yourself, that you evolve, that you want to be this good human, that you're positively impacting your community and your team. You're doing so much good. And I just hope that you feel the love. I hope that you feel strengthened and I hope that you just know that I adore you. And with that, I would also be   completely ridiculous because I cannot let today pass without doing one of my favorite traditions. And that is publicly thanking my entire team, the team that stands behind Dental A Team that makes Dental A Team incredible. And this year our team has drastically and radically grown. And I'm so proud of the company that we've built. I'm proud of the team that we built. I'm proud of the deliveries that we're able to give, the consulting, the changing of lives.   Um, one of our consultants said at best, said, I love what we get to do because every single day we get to change someone's life. And that's the magic of Dental A Team That's the people we have. So I'll go kind of an order of where it's at. Um, and I'll just kind of go by like people, uh, I'll put them in like no exact order because that feels really weird to me. And so just going to like, go through the list of all of our team. So kicking it off is the one and only Spiffy Tiffy. I am so grateful for Tiff.   You guys, she jumped into this company from day one, pretty much. I asked her to put an ice cream cone on her head and that girl has never looked back. Not an ice cream cone with ice cream in it, but just the cone. We get asked that question a lot. And Tiff is just my ride or die. She's someone that I adore. She's someone who pushes me. She's a safe space for me to ⁓ be messy, to be vulnerable. She pushes me to be my best self. She encourages me.   She'll co-present with me. If you guys, mastermind this year with Tiff was pure and utter euphoria. And if you were not a part of it, I hope you choose to come and join us because this was something that Tiff pushed me on. was part of Tiff's vision. We talked about it multiple years sitting in a hotel room. We were on a trip and she said, you know, Kiera, I really have this idea of doing these events. And here they are. Tiff has been my ride or die. And she's someone that has really this year grown in her leadership and is running this incredible consulting team.   And I'm just so thankful for Tiff being someone that I love and adore. Someone who makes me laugh so hard. Someone who I've watched just really show up for herself and to challenge herself to grow, to not put blame, to look at herself as a leader and to rise and to go to the next level and to drive a consulting team far better than I ever could have imagined. And you guys, if you know her, you love her, Spiffy Tiffy, she's on the podcast.   She does the podcast, she writes newsletters, she does consulting, she drives her consulting team and she makes all of us laugh and she's literally the walking like Dental A Team mascot for our company. And I just hope that Tiff knows publicly and privately how grateful I am that she took a chance, that she's been my ride or die, that she's something that I just freaking love and adore so much and I'm so grateful for Spiffy Tiffy. Coming up next, No BS Britt. You guys, if you've heard her, you love her. ⁓ Brittany Stone is just this magical human who   is a yin to my yang. I have so much respect for Britt and the way that she leads. Britt is like our HR guru. She's the one who creates policies. She helps hire. ⁓ Britt is someone that I see. She hates this nickname. So don't call her it. Gritty Britty. And the reason I like Britt has so much grit. She is someone that will just keep showing up day in day out. She's very stable for me. She's very consistent.   When you think about a boat rocking in the ocean and they have stabilizers, that's Britt for our company. She is just this amazing stabilizer who I am so grateful for. And not only that, she consults incredibly well. Teams love her. Our team loves her. She gets the MVP word often. And Britt is someone that I am grateful who has pushed me as a leader, who's pushed our team, who stabilized, but also has shown me like how strong somebody with humility is.   And also someone who has a quieter personality can be an incredibly, incredibly talented leader. I'm just so grateful for her. I'm also grateful for you guys know her, you love her. Shelbi Poppins, Shelbi has been my personal and executive assistant for several years. She's customer success. Literally this girl is like the grease between all the wheels. You guys probably all know her. She helps with the podcast. She helps with the company. She puts on events.   Shelbi Poppins is practically perfect in every single way. And our whole team would agree to that. So I'm not showing favoritism. She just genuinely is someone that we all love. And I am so thankful for Shelbi being my right hand. I know Shelbi would take a bullet for me. And you guys, if you don't have someone like that, gosh, it's an honor to have someone that just like, you know, will jump in front of a train to make sure you're taken care of. Wow. Greatest gift you can give. And those of you that are the personal assistants, the executive assistants behind the scenes, just know that you're, ⁓   The person that you're helping values you more than I think words could ever put into play. Shelbi just is magic. She is ease. She knows how to have everything done. And I'm so thankful for this girl taking a risk, you guys. We shared a wall, like she's my next door neighbor and I knocked on her door, offered her a job, had her send the job, convinced her to come back. Like Shelbi is someone that I am so thankful and I will say great talent is often sitting next door to you.   So don't be afraid to like knock on the door and like mad kudos and appreciation to Shelbi for just showing up constantly every single day. Shelbi is in my opinion, our definition of passion for excellence and results focused. That girl does not miss a beat and she's constantly showing up. She's constantly figuring things out. She makes sure that the boats run on time, that everything is done perfect and that the experience for all of you is absolutely magic. And I just, our company truly is so blessed to have Shelbi Poppins on our team.   Coming up next is a new player on our team, Jenna. Jenna is our COO, and I will say she has been one of the greatest additions to our company. And I think kudos to our leadership team who saw the need for us to bring on this COO to take us to the next level, to drive us in ways that we didn't know. And I will say that Jenna has come in with this like ray of sunshine when I think a lot of us were covered in clouds. And Jenna has this amazing ability to cut through the noise to see what really needs to happen.   She's a freaking wizard with numbers. You guys, I love numbers and Jenna loves numbers too. Like she is just magical. And I will say for owner doctors out there that are struggling needing that implementer integrator, Jenna has taught me that the right person seated next to you really can drive a company and you it's okay. You can hire a fractional. You can hire somebody that you don't know. ⁓ But bringing someone in with insane experience who has passion and love, Jenna is one of the most driven. ⁓   giving people you guys like I hope there's an opportunity for a lot more of you to get to know Jenna because her stories and her passion inspire me to want to be a better person professionally and personally she's one of the most giving like the story she has of the impact and the companies this woman is a miracle girl for companies and she does it because she believes in their passion their cause and I will say her clarity her accountability her continuity her   ways that she is constantly doing the right thing day in and day out and just showing up for our team, showing up for me, but driving us. Like when I talk about someone who holds a team accountable, that is Jenna. And I have seen her just rise and drive our company in ways that I never imagined. And I am beyond grateful until like I got the freaking jackpot bringing Jenna to our company. And I know our whole team feels that way. She's been an amazing addition and someone we could not live without. So, so grateful for Jenna. Next up, you guys know, ⁓   Our consulting team, Dana. Dana has been with us so long. Dainey, ⁓ her and I, Dana is just someone who is, if you haven't gotten the opportunity to work with Dana, you're missing out. Dana is grit, tenacity, and that girl, there is no challenge, no problem bigger than her. Like she will, she just takes it. She's like a beast when it comes to life problems that are thrown at her. And she does it with fun and grit and grace. And Dana is someone that I can count on to be consistent.   to be thorough, to show up day in and day out. That girl does not miss for me. And I'm so grateful for her. And I have also watched Dana have insane passion for excellence and drive to become the next version of herself. Like before my eyes, have watched Dana be, Dana, when I hired her to Dana, like 4.0, this girl has just grown through the ranks and she takes it on and she takes every challenge and she takes the feedback and she...   just grows and to see the results she drives for her clients. You guys, this woman blows me away constantly, but she does it in a way of ease, Grace. She's got all the kids, she's got the soccer practice or the baseball practice. Like she's always busy and yet she's able to maintain and serve clients galore. Help Our Team Makes Me Laugh All The Time has the funniest stories. And I'm just so grateful for Daney taking a chance on Dental A Team for being an incredible hygienist who brings value, who speaks for us, who presents for us.   Dana is just like Dynamite Dana. That might have to be her new nickname because she's so, and maybe it's not Dynamite, but Dynamic Dana. Like she is truly someone that I am honestly in awe and impressed by her so much and so grateful to learn from her, to watch her, to grow with her because Dana is someone who is so special and someone I'm so thankful for in my life and in our company. Our company is beyond lucky and blessed to have Dana. ⁓   and she just shows up constantly. She's taught me more about life and gratitude for life than I think any other person I've ever met in my entire life. And I'm just grateful for that. We also have Kristy. is such a, her name is Kristy Treasure and she is a treasure on our team. Kristy came onto our team as this dynamic consultant who just, I call her like our truffle hunting. Like she looks for profitability in every practice she goes to and she drives offices to success.   She rivals me on my numbers, which is so fun. And what I love about Kristy is she has this calm, tenacious personality that just goes after it, figures it out. And I know that I can count on Kristy to deliver insane results every single time. And she never, ever, ever misses. This is a woman who has so much knowledge of dentistry, but she has so much passion for your success. She is obsessed with driving offices to their ultimate dreams, their ultimate goals.   She just has like mad following of people that love her, adore her, honor her, and I'm one of them. Kristy is such a beautiful blessing. We were looking for our next consultant. We were wanting somebody and Kristy just, I feel like popped out of the air like Glenda in her little bubble and showed up in the most perfect way, in the most perfect space. She is someone who sees people. She's someone who loves people and she's someone who's got a heart of gold. And I just truly am so lucky and so blessed to have Kristy on our team.   Dental A Team would not be the same without her. And following Kristy is Trish. Trish is such a, my gosh, we call her Tada, which stands for Trish Ackerman, Dental A Team ambassador. Like Trish is such, I mean, she's rivaling Tiffany on how much she loves Dental A team. And Trish just comes in with this, like she is a walking magnetic dynamic human.   You can like, she is so fun and she's so hilarious and teams love her. And she comes in this way where she gets you to like navigate to your goals and results, but you were laughing and joking and having the most hilarious time. Trish knows everybody. Everybody who knows Trish loves Trish. And Trish is just this beautiful, incredible woman who does consulting in such a fun, positive and impactful way. I learned so much from her. Trish has the best one-liners that we all snag from her. She's constantly making us laugh.   But what I love about Trish is her positivity in her outlook where every day is a golden ray of sunshine for Trish. She shows up every day with positivity. She shows up of how every day is the best day. She's the one who said like, are so blessed to consult because we get to change lives, we get to create magic and we get to truly inspire and bless people. And honestly, I don't know what I did for all these years without Trish in my life because Trish is just magic. Trish is fire and spice and fun and beauty and just...   Reminds me that life is so freaking fun and I need to laugh and have so much more fun and I'm so grateful for her I'm grateful for her knowledge. This girl has gosh Like coached teams of 150 people and so I learned from her and I'm inspired by her and you guys Offices who are working with any of our consultants are just beyond blessed Following Trish's Monica Monica is so special. She just has this whimsical fairy ease about her   that just is so poised, collected, brilliant, that is so magical for me to watch her consult, to have me watch her like with her email recaps. I see beautiful emails come from this woman. Like this woman can write. ask her, like Britt is so brilliant. We ask her all the time like, hey Monica, we need help writing this. And Monica comes with it. Like a lot of the things about our company have been written by Monica. She just got this like ease and grace and loves her.   creativity space and I'm just so grateful to have that ⁓ I think flow example in our company of someone who just can navigate the storms of life, who can go with the flow, who has poise and polish and professionalism and just like truly makes people sparkle in jazz. She's a very fun dynamic human that I'm so grateful is on our team. I'm so happy she's joined our team. And like I said, our consulting team is top notch. I do not hire.   anybody on our team unless they come with massive experience, massive years of experience, coming with consulting experience. Like these women truly know how to drive practices to their greatest fulfillment and profitability and do it in ease and fun. And we were just so lucky. Like our consulting team is absolutely incredible. So moving on from our consulting team, ⁓ we have just this amazing marketing team and Eve, she's like my little pixel fairy over there. We call her her pixel best.   If you have ever attended an event, if you have ever gotten anything from Dental A Team a newsletter, a flyer, anything, it is Eve's magic. And Eve just makes my life so easy. She told me, she Kara marketers are so easy to find. And I said, actually they're not because to find a marketer, Eve is not just a marketer. She's freaking funny. Like honestly, this girl makes me laugh so hard. She is so brilliant. She's stunning. She makes gorgeous design for me all the time. And she's just as magical human that I   I don't know what my life was like without Eve. Eve is someone that has just elevated our company. She's constantly here for brilliant designs. But something that I have loved that I've watched Eve just explore this year is this like new found, like vibrancy blossoming coming out of her where she is taking ownership. She's watching these metrics. She's seeing different things. And Eve can pretty much consult people now. Like this girl does not just build me a slide deck.   a typical marketer would. She thinks through how to make the experience for all of you the absolute best it can be, how to make the experience the best for me. And then she's the funniest person in our chats. So if you ever get a chance to meet Eve, you heard her on the podcast, Eve is this dynamic human that all of us, and she's freaking funny. Eve is like the comedy central of our company who makes all of us giggle. Her and Trish, we just, mean, Tiff is in that rally with them, but Eve is someone who is just.   beyond magical and someone that I'm so grateful came into our life personally and professionally. Her stories, her example, her like zuberance for life just inspires me. And I'm so grateful for her and grateful for her on our team. Following her is Jacintha. Jacintha has been with us and she's just really helped grow our team and evolve our team. And she helps make sure the podcast is taken care of and trains people and does social media. And she's really great at just making sure a lot of the pieces get done in our company.   ⁓ Her just joyous laughter and vivaciousness of life is so infectious and I'm so grateful to learn from her. She's one of the people that has just taken live to give and giving a next level that I think is just beyond magical and something that I've learned so much from her. She just lives life at a high level and she enjoys life and she lives life fully and that's something I'm so thankful for her for. Following her.   ⁓ Joash Joash is new to our team. And I think all of us would be lost without Joash. Joash is behind the scenes, but if you guys are in our company and you're part of our analytics or different platforms, Joash is your guy. Joash makes so many things. He's like our second Shelbi in the company. He builds spreadsheets. He's a data analyst. He figures out different things. He builds beautiful pieces for us. He just is constantly looking for ways to serve.   But Joash reminds me of the beauty of life. Joash is just such a special human He really is taking things to the absolute next level and I'm so grateful for him I love seeing his little messages come in He is someone who reminds me to be so grateful every single day for living this life every day in his slack messages He's like, thank you team. It was a beautiful day. Have a wonderful day tomorrow. We're so lucky to be alive build the best quotes for our company Joash ish is just this like   dynamic, special human that I feel we are so blessed to have helping fill in so many different gaps in our company. And we're so grateful for Joash. ⁓ Robi Robi's on our team and he's in the marketing department. And I love that Robi is just here to help to support, help our marketing team just flourish and thrive. And I love that he thinks of different ideas. He's a great designer. He's a great creator. And I'm so grateful to have Robi take on tasks, fill in the gaps wherever we need him to be. And he's just fun. He's got a lot of   He's got a lot of just energy and drive and like reminds me of how good life is. And I'm so thankful that Robi also is on our team. Following Robi is Paul. Paul is our new CRO. Again, I title, didn't even know existed nor did I know I needed. And what I love about Paul is Paul has been able to come into our company similar to Jenna and just brings this element of poise, of guidance, of knowledge.   I love meeting really smart people and Paul is so smart. He sometimes intimidates me in the best way possible. I love someone who can rival me, someone who can challenge me, somebody who inspires me. And I'm so excited for Paul to come in with so many years of knowledge and so much experience and to see our marketing and our customer success department and bring them together to just make it better for our entire team and for all of you coming to our company. And I'm just so grateful for Paul for taking a chance on us. I think...   I think when I look at consulting, often think like, gosh, those clients, like I feel so bad. I want to take care of them. I just want to help them out. And I think Paul felt that way about Dental A Team. Like, okay, Dental A Team needs some help and I can see how I can really drive. And I'm just so grateful for him coming in, jumping in the passion for excellence that he has, the drive, the tenacity. I'm so truly grateful for him.   The Dental A Team (33:32) And we have our incredible consultant Pam. Pam is just a joy. She is someone who just loves deep. She is so freaking brilliant at all things dental. She comes with this incredible experience of DSOs and of running huge teams and of consulting to tons of offices. And she just is a joy. She's someone who is thorough and on top of her A game. And I am just truly so grateful for her on our team, on our consultant team, being able to just deliver incredible value to our clients.   and also bringing insane value to our company as well. And then we also have Tyler. Tyler is on our customer success team and Tyler just brings this extensive background of dentistry with him. He is someone who really just jumps in, who has a very soft demeanor, but is a go-getter, has grit, has determination, who loves our clients. Our clients feel so safe and seen and heard by him. And for him to be one of the first impressions of Dental A Team, I think is just such a compliment to him.   to his skillset, to who he is as a person, and we are so lucky to have him on our team as well.   The Dental A Team (34:38) And I think like, as I look at my whole team, as I look at all these people that yes, I just said them in front of you. I told you.   and I'd be remiss if I didn't talk about Alex and Sissy who are podcast gurus behind the scenes that have been doing this with me for years. Alex writes the most beautiful show notes of any person that I've ever met. That woman is so magical with words. She's a published author this year. Just so freaking proud of her and so grateful to know her and to have her put together the podcast for you guys every single day, every single week. Sissy for editing it up for us, for making the commercials, for making sure that all the pieces are always put together for you guys.   Like these people just love, they're so incredible. They're just magical. I'm so, so grateful that we get to have all of these people to serve you, to love you. I'd be remiss if I didn't say thanks to Jason. Jason is my ride or die, my love. He's such an amazing human. He just loves me so purely guys. Like to have someone in your corner that loves you and loves you fully and completely.   and just wants the best for you. He's my biggest cheerleader. He's the one who brings me food when I'm on meetings all day. He's the one who's like pumping me up behind the scenes. He's the one who makes every single one of my dreams not seem crazy, audacious and just loves me for them and encourages me to pursue them. Constantly boosts me up, tells me to join you guys, tells me to take the risk, tells me that people need to hear these messages. And I'm so thankful for him. You guys, I'm so grateful. As I say this and like, I'm not gonna lie to you, all of you,   should go tell your team how much you love them because me just doing this podcast helps me see how lucky I am to be surrounded by brilliant people. You guys had so many be like, I look at last year to this year. My team has almost doubled in size. If you've listened to this for the years, you've heard me just go through this every single year. And I will continue to do this forever because my team deserves public recognition and private recognition. These men and women are here as amazing people that make me better.   that push me, that challenge me, that make me laugh. And this is a team of virtual people. So I want you just to love on your teams, to love on yourselves, and to really, truly, truly know that like, we are so blessed to live this world, to be able to be a part of this. I'm so thankful for my team. And if you didn't know, that's just our team. That's all of us. And I'm so grateful for them because I really would encourage each of you to do what I just did to your team.   in some way. And as you guys wrap today, I just hope that you have the most magical day, that you have a ton of fun doing whatever it is, and that you really do check your vital of how is my giving KPI? Am I giving? Am I feeling fulfilled? And if not, I would encourage you guys to choose one thing, one area of your life to make it just a little bit more bright, a little bit more giving, because honestly, the secret to living is giving.   And I hope that you know that I adore you, that I cherish you, that I'm so excited for you and me to be hanging out on the podcast. And I want you to know how much I value you, how much I appreciate you. And I hope you know that and I hope you feel loved. I hope that you feel appreciated. I hope that you remember that you are so blessed to be doing what you're doing, to be living the life that you're living, no matter how great or hard it is today, you are so blessed to be able to do this.   One day you dreamed about this life and now it's yours. And I'm so, so, so grateful to have you guys here. I'm so grateful for all the blessings that we get to be. I'm so excited for this next year around us. I'm so excited to work with you. I'm so excited to see you in person. I'm so, so, so excited for this beautiful life. And I'm honored and blessed to be able to serve you, to love you, to encourage you, to inspire you, and to be in this journey and this part of your life with you.   And if I can serve you in any way, reach out, Hello@TheDentalATeam.com Go have a magical Thanksgiving. Love people, give them hugs. Remember, we get one life to live and I hope that you make it the most magical you possibly can. And with that, thanks for listening and I'll catch you next time on the Dental A Team podcast.  

Team engagement remains one of the most vital—and most challenging—aspects of modern leadership. In today's hyper-digitized and rapidly evolving environment, leaders are inundated with data, obsessed with metrics, and often pressured to drive efficiency at all costs. Yet, despite technological advancements, the roots of high performance still reside in the fundamentals of human connection, trust, and meaningful teamwork. Modern leaders must balance analytics and process with the “soft skills” of conversation, emotional intelligence, and well-being. This episode delves into the why behind poor team engagement, the hidden human needs leaders often overlook, and the practical strategies that foster healthy, creative, and high-performing teams. Listeners will come away with insights into navigating the challenges of AI-driven change, sustaining genuine team connection, and shaping organizational cultures where people feel valued and secure. Timestamped Overview [00:05:31] Why Team Engagement Fails: Exploring causes behind ineffective team engagement and the role of overloaded data in leadership.[00:07:23] Metrics vs. Human Connection: The tension between KPIs and cultivating creative, functional teams.[00:09:04] Human Fallibility and Leadership: Why leaders know the value of teamwork but struggle to "walk the walk."[00:10:37] Crisis, Technology, and Change: Impact of financial crises and technological acceleration on leadership culture.[00:12:47] AI, Modernization, and Workforce Anxiety: Addressing fears around job security and adapting messaging as a leader.[00:14:59] Cognitive Agility and Overreliance on AI: Studies on ChatGPT's effects, balancing efficiency with sustained mental engagement.[00:17:28] The Importance of Conversation: How dialog, brainstorming, and intellectual challenge enhance team performance and thinking.[00:18:40] Observing and Motivating Individuals: Practical ways leaders can notice team members, personalize engagement, and build trust.[00:20:12] Continuous Feedback vs. 360 Reviews: Why ongoing conversations outperform retrospective assessments in fast-paced environments.[00:21:47] Collective Intelligence in Teams: The essential roles of social sense-making and trust for outperforming technically superior but disconnected teams.[00:24:48] Storytelling and Motivation: Using ongoing narrative to inspire teams and move beyond past-focused feedback.[00:26:37] Building Organizational Culture: Cascading social well-being, connection, and trust from leadership throughout the organization.[00:30:51] Maslow's Hierarchy Revisited: How modern workplace needs have shifted, with security and connection now key elements for younger generations.[00:35:39] Volunteering as the Ultimate Well-being Initiative: Research on what truly improves workplace happiness and engagement.[00:37:56] Four-Day Workweeks, Flexibility, and Trust: Assessing trends and best practices for organizational scheduling and respecting individuals' real lives.[00:43:06] The Human Imperative in the Age of AI: Preserving connection, conversation, and true happiness in a rapidly digitizing world.[00:44:47] Ways to Follow Nick and Access Resources: Resources for further learning and professional development. For the complete show notes be sure to check out our website: https://leaddontboss.com/358

The CPG Guys are joined in this episode by Kristi Argyilan, Global Head of Advertising at Uber.Follow Kristi on LinkedIn at: https://www.linkedin.com/in/kristiargyilan/Follow Uber on LinkedIn at: https://www.linkedin.com/company/uber-advertising/Follow Uber online at: https://www.uber.com/us/en/advertising/Kristi answers these questions:Can you walk us through your role at UBER Ads and how the organization fits within the broader UBER ecosystem?What unique value does UBER bring to the retail media landscape, especially compared to traditional players like retailers or streaming platforms?What makes advertising within the food delivery sector different from other consumer industries?  What types of CPG brands are seeing the most success on UBER Ads—and why?How do you balance the needs of large national CPGs vs. emerging or local brands?Can you share a campaign or partnership or examples that exemplify what "great" looks like on UBER Ads? aka what is best in class?What role does data play in segmenting and targeting audiences? How do you balance broad reach with personalization?What key performance indicators (KPIs) do you consider most critical when evaluating ad success at UBER? Can you share some examples of how data insights have directly influenced campaign adjustments?How do you tailor campaigns to resonate with diverse local markets versus a national audience? What does working with UBER ads entail - aka the customer experience?What advice would you give to brands, especially in the consumer packaged goods arena, looking to leverage digital advertising for growthCPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.