Podcasts about kpis

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Lightning Round: Top 10 Ways to Increase Your Sales Effectiveness Question: Peter asks, "As sales continues to shift from a traditional B2B supplier perspective (products focus) toward a more retail customer centric focus, I'm very interested to know if it would be more effective for field sales teams to understand their business partners' buyers or key decision makers' KPIs (excluding monetary incentives)? By doing so, they could better collaborate and align their strategies to help those buyers or decision makers achieve their KPIs, while also driving sustained growth for all involved." Book: Endless Customers by Marcus Sheridan  Read the BLOG for this episode.   

In this recast, David Peterson joins Bradley to discuss leadership, business planning, and team development. You'll hear them chat about top advice for agency owners, and how to lead your business well.As a father of four, and an owner of multiple businesses, Coach P is a big fan of systems and processes. He believes we should have a plan for every scenario and constantly drive results through our team.After years of trial and error, he realized the significance of team development. Due to this, he created a program to drive consistent, high-level coaching to agencies across the country.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide...

Send us a textTransitioning EMRs can either be the upgrade that unlocks your practice's next level—or the operational nightmare that drains cash, kills productivity, and torpedoes patient experience. In this hard-hitting episode of Private Practice Survival Guide, Brandon Siegel demolishes the “4–6 week” implementation myth and lays out a battle-tested roadmap: a realistic 3–6 month (often 9–12 month end-to-end) plan, a 90-day parallel run, airtight data migration (HL7/FHIR/CCD/CCDA), and surgical timing for EDI/ERA so revenue doesn't evaporate mid-switch. You'll learn how to map workflows, choose features that matter (not “massaging seats”), set KPIs, avoid AI-driven compliance traps, stage go-lives during low-volume windows, and build a true stakeholder taskforce (project lead, super users, vendor coordination) with downtime contingencies and HIPAA-grade security. If you're changing EMRs in 2025–2026, this is your no-BS playbook to protect cash flow, staff, and patients—while actually improving care.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

AI only works at scale when the shiny demo meets the gritty realities of deployment, security, and change management. In episode #146 of the 2B Bolder Podcast, I had the pleasure of sitting down with Monica Livingston, AI Platform Lead for the Americas at Red Hat and a former Intel leader, to unpack how open source accelerates real outcomes, and why the “plumbing” behind enterprise AI matters more than most roadmaps admit. Monica shares a clear view of what platforms must do in production: version control, monitoring, governance, policy, and cost discipline, all while staying flexible enough to avoid stack lock-in.We get candid about the two biggest misconceptions leaders hold: AI isn't a black box you plug in once, and the most complex variable is people, not models. Monica explains how to align teams through transparency, psychological safety, and clear KPIs so pilots survive the leap to operations. She also offers practical advice for new managers under pressure, from building trust to making recognition routine, and reflects on mentors who pushed her to trade constant breadth for deep expertise that compounds.For anyone mapping a career in AI, this conversation covers real paths forward, including accessible learning, hands-on projects, and emerging roles that are reshaping the field. We discuss early STEM exposure as a lever for agency, guidance for young women entering the tech field, and the value of calculated risk anchored in personal values such as family and health. Monica also shares her perspective on how to stand out in crowded applicant pools, the power of referrals, and why transformation often occurs on your own time before it becomes a job title.If this resonates, follow and share with a colleague who's building AI for the real world. Subscribe for more conversations at the intersection of open technology, human leadership, and careers with purpose, and leave a quick review to help others find the show.Hi Mary here, through my conversations with women leaders, I've learned just how urgent the need is for AI strategies that actually make sense. It's not about adopting tools just to keep up; it's about building a smart foundation. That's exactly what Beyondsoft is doing. To learn more visit https://www.youtube.com/playlist?list=PL-yCsEeZbsl6ivoZoS9YW1quYxbQr1Teo

On today's episode, we're joined once again by Janet Hagerman, recorded during a timely conversation about the evolving hygiene landscape in group dentistry. As a fractional Chief Hygiene Officer (CHO), Janet partners with emerging DSOs to build hygiene departments that are not just profitable, but also patient-centered and scalable.  Live from Florida, Janet and Dr. Mark Costes discuss the real-world impact of the hygiene shortage, what it takes to create an effective periodontal program, and how DSOs have matured into more doctor- and patient-centric organizations. Janet also unpacks the strategies behind her books Selling Dentistry and Meetings Make Money, and explains why assisted hygiene, KPIs, and strong practice culture are essential for sustainable growth. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.janethagerman.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

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

What separates the practices that are growing in 2025 from those falling behind?  This week on Power Hour, Eugene Shatsman welcomes back Dr. Jason Lake, General Manager of PERC and Opti-Port, for another data-driven conversation every practice owner should hear.  As one of optometry's top data experts, Dr. Lake manages one of the largest private-practice datasets in the industry, giving him a unique perspective on what's really happening behind the numbers. And this quarter, the data tells a surprising story: while much of the industry saw exam volume drop nearly 5%, many independent practices are reporting high single-digit growth in revenue, with double digit profitability.  So what are top-performing practices doing differently — and what can others learn from them? 

Send Rita a text with your thoughts!Take the podcast survey: https://forms.gle/CeqJQkuZbEZ6jNeZAGet the Black Friday updates: https://programs.steeryourmarketing.com/products/offers/view/1189130Summer Camp at Sea: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/Think running a travel business is just about booking trips? Let me give you a reality check. You're actually juggling four major C-suite roles - CEO, CFO, COO, and CMO - on top of your regular travel advisor responsibilities. Nobody probably told you this when you started your agency, but understanding these different hats you're wearing will help you see why your planning fee is totally justified and why building a profitable business requires so much more than most people realize. I'm breaking down what each of these executive roles actually means for you as a small business owner and how to stop feeling overwhelmed by all the things you're managing.Lead Magnet Workshop: https://programs.steeryourmarketing.com/products/courses/view/1189129Questions this episode answers:What does a CEO do in a travel business? How do I create a strategic plan for my travel agency? What financial responsibilities do travel advisors have as business owners?What does a COO do and why does it matter for travel advisors? Why is marketing important for travel agency growth? How do I justify my travel planning fees to clients? What business skills do travel advisors need beyond booking trips? How much cash should a travel business have on hand? What are profit margins and how do they apply to travel agencies? How do I track customer acquisition costs for my travel business? What KPIs should travel agency owners monitor? How do I create a client journey from awareness to loyalty? Why do travel advisors need to understand financial planning?How do I hire help for tasks I'm not good at in my travel business?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

Send us a textJoin Cheryl Lee - That Radio Chick on STILL ROCKIN' IT for news, reviews, music and interviews with some of our favourite Australian musiciansA packed car, an early call time, and a map dotted with regional stages—that's where today's conversation begins. We catch Mick Thomas on day one of a 22-show run to explore how touring sharpens a band, why small-town rooms can outshine big-city theaters, and what it takes to nurture a local scene until it hums. From renovated halls to backroom listening spaces without a bar, Mick explains how the right people on the ground turn unlikely venues into destinations and why audiences will happily drive to hear a group stretch in a room built for songs.We dig into legacy without getting stuck in it. Mick looks back at Weddings Parties Anything, the hits that still sing, and the temptation to lean on familiar bangers. Instead, his six-piece lineup rehearsed long-lost cuts and built a set around discovery. That same spirit powers GoComeBack, a vinyl-shaped album designed as a return journey: side one heads out, side two comes home with new eyes. It's a simple, durable concept that restores what many of us miss—sequencing, cohesion, and an arc you can feel when you flip the record.Numbers make an appearance, but they don't get top billing. We talk about the illusion of charts, the mirage of streaming KPIs, and the real-world value of in-store performances where thirty people can create more energy than three thousand passive streams. Record shops, counter chats, and shared favorites remind us music is a community, not a dashboard. Mick's advice to younger artists is blunt and hopeful: play, enjoy the work, and choose the path that leaves memories, not just metrics. We close with the new single A Mighty Ride and the promise of a full-band tour that sounds like the record because it is the record—six players, one story, and miles ahead.Subscribe for more musician-to-musician conversations, share this with a friend who misses full-album storytelling, and leave a review to help more listeners find the show.What have Mick Thomas' Roving Commission been up to lately?  Let's find out!Get out when you can, support local music and I'll see you down the front!!Visit: ThatRadioChick.com.au

One of the best things about owning investment real estate is the tax advantages it offers. Especially self-storage. Let's discuss some of the benefits today. Given the high cost of construction and the current interest rates, a clear and well-understood tax strategy could be the difference between a go/no-go on certain deals. **Self-Storage Turnaround Playbook** https://creatingwealththroughselfstorage.lpages.co/episode-476-four-steps-i-use-to-revive-a-self-storage-facility-non-fb/ **Startup Checklist** https://creatingwealththroughselfstorage.lpages.co/episode-475-self-storage-startup-checklist-4-steps-owners-miss/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **The 4 Critical Metrics Download** https://creatingwealththroughselfstorage.lpages.co/episode-474-4-critical-metrics/ **Five Mistakes PDF* https://creatingwealththroughselfstorage.lpages.co/episode-473-5-mistakes-new-owners-make-in-self-storage/ **Q1 2026 Virtual Self Storage Bootcamp Sign Up** https://creatingwealththroughselfstorage.lpages.co/2026-q1-live-virtual-bootcamp/ **December 6, 2025 Fast-Track Your Self-Storage Success — Free Live Webinar** https://creatingwealththroughselfstorage.lpages.co/2025-q4-webinar/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** ** 5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

"Certain formats consistently trigger AI Overviews: clear explainers and definitions, step-by-step how-tos, detailed comparisons and buying guides, and local discovery content with consistent business details," writes Laughlin Rigby, Digital Transformation & AI Director of Core Optimisation The search experience has fundamentally changed. Users no longer just scroll through ten blue links, they are reading answers. Google's AI Overviews, now reaching 1.5 billion users across 200+ countries, synthesise trusted sources into concise, cited summaries above the fold. Meanwhile, agentic browsers like ChatGPT Atlas, Perplexity's Comet, and Edge Copilot sit beside the page, comparing options and completing tasks on behalf of users. This shift demands a new approach: be citable, machine-readable, and action-ready. The classic pillars of SEO remain foundational. What's changed is how we express them, ensuring machines can reliably extract and act upon our information. The behavioural shift When AI-generated answers appear above the fold, click-through behaviour transforms. Traffic concentrates on pages offering canonical facts, original insights, and proprietary data, which is precisely what AI assistants quote. Expect fewer low-intent sessions but higher post-click quality. KPIs must evolve to emphasise assistant-layer visibility through citations and mentions, alongside completion metrics like enquiries and bookings. The content strategy follows: write answer-first, then layer in nuance. Address likely follow-ups on the same page. Becoming citation-worthy Earning citations from AI systems requires deliberate choices. Remain discoverable. Allow reputable AI crawlers like OAI-SearchBot in your robots.txt. Keep high-value pages indexable and track assistant-origin traffic. Structure for dual audiences. Employ semantic HTML and WAI-ARIA. Write one idea per paragraph. Use proper tables for data. Implement schema.org markup for Article, Product, FAQPage, Organisation, and Person, always including datePublished and dateModified timestamps. Clear headings and concise sections improve both human comprehension and machine extraction. Deploy focused FAQs. On high-intent pages, add four to six genuine questions marked up as FAQPage schema. Place direct answers first, then link to details. Demonstrate provenance. Feature named authors with verifiable credentials. Cite reputable sources and maintain claim consistency across channels. Maintain currency. Regularly update priority pages, eliminate duplicates, and establish a single canonical source for each claim, price, or specification. Provide reliable APIs. AI assistants act, not just read. Publish OpenAPI endpoints for dynamic information like prices and availability with stable IDs and clear errors. For complex interactions, develop an official integration. Measure rigorously. Track AI Overview presence, citation share, and SERP features. Monitor assistant referrals using server-side tagging. This is continuous, data-driven optimisation for the assistant era. Campaign strategy in the AI Era Use consented, verifiable sources and label AI-assisted copy where appropriate. Develop a concise brand style guide documenting preferred phrases and model summaries to help your tone survive AI paraphrasing. Establish a visible "source of truth" for prices, policies, and key figures. Position this prominently and mirror it in structured data, ensuring AI assistants quote your facts directly. Agent-friendly design Agentic browsers navigate via the accessibility tree, making inclusive design both ethical and strategic. Bind inputs with proper labels, use descriptive button text, apply ARIA landmark roles, keep states predictable, and design forms for autofill and programmatic submission. Your goal: the agent completes the intended action correctly, first time. Preparing for agentic commerce September 2025 brought two competing standards: OpenAI and Stripe's Agentic Commerce Protocol (ACP), now powering live...

Kiera shows listeners multiple places in life where there's likely opportunity for more balance, freedom, play, and ease by: Maximizing the hours you already work. Protecting your time like a CEO. Empowering your team to own their roles. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners, this is Kiera and I am so excited because I love this topic and I hate this topic and it's such a great one and all of you are gonna be so excited about it and it's work-life balance without sacrificing production. Yep, you better believe that it is true and I'm here to show you today how you can do this.   but I really hate this terminology of work-life balance. So if you're new to the Dental A Team, welcome, hello. I'm so excited to have you here. If you've been here with us for a long time, high five, hugs. I'm so grateful you've been a part of this journey and I'm so excited to share with you tips, tricks. ⁓ And again, remember, sometimes the greatest form of learning is remembering what you already know. So these might be tips that you've heard before, but hopefully today it hits you differently because no man who's walked through a river is ever the same man because he...   is not the same man and the river is not the same river. So you today, you're not the same person, you're not the same practice, you're not the same scenario. So wherever you are, I'm super excited for you to figure out how to get this like balance and bliss in your life. And I hope you're ready for it. So the reality is like, I used to feel, and I don't know where this came from, like, why do we feel that we always have to like grind like our nose to the brim? Like we have to work so hard and we have to just grind so hard to get to success.   that like you just hate your life. Like why is it, why is it this like busyness and this exhaustiveness and this tired to be successful? Like why, where? And so I do believe that you can have balance and performance that can coexist, that you can be productive and balanced. And so the reality is we're going to walk through some of these pieces for you to help you see where could I maybe strike a little more balance, a little more freedom, a little more play, a little more ease in my life.   And that's maybe the better term of like work-life balance is more ease. It's more flow. It's more, I think just intentional. And how can I do that? So you guys, I love this. think that you should be something that I'm really passionate about is work and life. I'm very passionate about you being the best version of yourself in your life. That way you can show up as the best version of yourself for work. do not believe, Tiff and I talk about this all the time. Like outside of Dental A Team public's eye.   all the time about how work and life are not separate. It's like we think about these two halves and it's like, no, it's one. You're one person. You're going through this and it's like, well, here's half of me that's work. Here's half of me that's life. And it's like, no, no, no, no, no. How can I, Kiera, be the best version of myself that like feels balanced or ease or flow or calm or any of those things? Cause balance to me, don't love. Balance feels like I've got to like have my weight in front of me be equal.   ⁓ But flow to me is like a river flows and sometimes it's faster and sometimes it's slower and all of that's correct. And so this is something where for you to be the best version of yourself, for you to still be productive at the office while being the best version of you, ⁓ I think is what today's podcast will be about. So this is something where it's like, if you feel you are stretched thin or overwhelmed or you don't know how to produce without overworking and if you stop or slow down and get off the hamster, well, you're afraid that it's all gonna crash and burn. Well, hi, I'm Kiera.   I'm your personal therapist today ⁓ and I'm here to help you realize that that's not the reality, that there's a better, easier way to do it. And I'm here to give you a couple of quick steps that hopefully will take you through that ⁓ because I was there, I've seen offices do it and we've helped offices, hundreds, like literally hundreds and thousands of offices get out of that hamster will.   and into the flow that they were looking for. Tiff said it once and she was like, imagine Phoenix traffic. If you've never been to Phoenix, we'll do Chicago traffic, we'll do Texas traffic. Like you name it, big city traffic. She's like, just imagine if you're sitting there and this is like your life and you're sitting there and you're in this bumper to bumper traffic. And then all of a sudden you see that like better than even like an HOV or carpool lane. Like there's just like the way it strikes me like a lucky charm. Like it's like, ah, like the angels are singing. It's this gold path over there or like the yellow brick road. And you're like,   say, well, like I could get out of this nonsense over onto that lane. And like everybody, there's no traffic. There's no slowing down. It is just this easy breezy, like truly like, hope you guys can visualize this like golden path road with gold light over it. And everybody on that road is just so happy. And yet you're sitting here hating your life because you're sitting in all this nonsense traffic. Well, that's kind of hopefully how this feels of like, let's teach you how to get over into that.   that lane that you didn't even know existed today and give you some tangible tips to that. So number one is going to be maximize the hours that you already work. So let's have it like, ⁓ we did this awesome thing ⁓ at a conference and ⁓ we're talking about this and this is so fascinating to me, okay? So in a given week, there's 24 hours in a day. Yes, everybody following? And there's seven hours or seven days in a week, okay?   So if we take that, I love some good numbers, I love some good math. So 24 hours in a day, and we have seven days in a week, that's 168 hours, all right, in a given week, okay? So now, let's say I'm gonna be really generous to you. We know, let's say, let's just, mean, Dennis, let's give you, like, we're gonna work 40 hours in a week. You might say I work more than that, that's okay. I'm just gonna subtract 40 right now, okay? So that leaves us with 128 hours in a week.   Now you're like, well, Kiera, we also have to sleep. I got you. I'm going to be real generous and I'm going to give you eight hours of sleep times seven days. That's 56 hours. None of you are out there probably sleeping eight hours. As you should be prioritizing this, I do not want to be scrimping on sleep because I think sleep is one of the most important things you can do for yourself. So we have 128 hours after the 40 hour work week. We've got 56 hours of sleep minus 128. That leaves us with 72 freaking hours a week. And my question is, what are you doing with those hours?   Now you might say, Carrie works 60 hours. Fantastic, you still have 52 hours if you're working a 60 hour work week, which I hope and pray you're not working 60 hours. So let's get it to where maybe I don't wanna be working even 40 hours and I would prefer to even work 30 hours. Well then if I gave you 30 hours, you're up to 82 hours a week of extra time. And people are like, Carrie, I don't have time, I don't have time. 72 hours, 72 in a week outside of sleeping and work.   Now you're like, well, I've got to make dinner and I've got the kids fine go for it, but there's still so many hours. And I, when I heard this, I was like, yeah, what am I doing with those 72 hours? Like, all right. So maybe I could do like an hour of workout every day. All right. So like, let me just put out like seven hours there. Like, okay, 72. Let's just take this down 72 minus seven hours. All right. I'm down to 65 hours. Well, you know, I've got to like, hang out with my kids. Like we're at soccer, we're at camp. Like that takes, okay. Count it up. How many hours? Like drive time and all of that.   Let's give you like, okay, shoot, you're at 15 hours a week, which honestly, I guarantee you're not putting 15 hours of soccer and camp and all that in a given week. Maybe you are, but honestly, that's a lot. That's like two full days of work plus some extra time. So if we're at that, you're still at 50 hours and we're not scrimping sleep. We're not scrimping work. We're not scrimping kid time. We gave you an hour of workout every single day.   something to think about. So in this step one, to be able to have this balance or flow or best version of you is to maximize the hours you already have. So ⁓ me and Chad GPT, I named her Wanda. I hang out with Wanda all the time and I'm like, all right, you're the most brilliant scheduler of all time. You're the most productive business coach. Like you teach me how to maximize my time. And Wanda gives me some really good things. And it was interesting because I started looking like I realized   that I was spending an extra 30 minutes going to the gym every single day with how far away it was. And I was like, all right, well then that actually adds up. What if I just bought a home gym? Like there are solutions. What if I got weights, free weights? have my personal trainer. She could create some. So I go to the gym X amount of days and I work from home X amount of days. Could that help out? Like that would give me some time back in there. And so it's really like, how can you maximize the hours that you already have in your life to then maybe have a bit more fun?   Like I don't want all scheduled. I want fun. I want to hang out with Jason. I want to be able to like you guys I used to not watch TV at all because I felt like it was an absolute waste of time because I wasn't making money and I wasn't doing something productive. Literally I was like, nope, this is an absolute waste of time. And I'm like, but I like to watch a show and laugh with my husband. I like to be able to go hot tibbing at night with my husband. I love to go for walks with my husband. I love to go hiking. I love to spend time with my parents and I want to do it.   without guilt. It's like being able to like eat all the ice cream that you could ever want to eat without gaining any weight or whatever your favorite thing is that you're like, I just wish I could eat all that, not worry about the calories. Well, this is how you can have un like guilt free time for yourself, guilt free time with family, guilt free time with friends, because we have like, you break it down. I guarantee you, we're still going to find hours for you. So how can we better use it? And then what's awesome is when I work with offices, I'm like, sweet.   You only working four days a week? Fantastic, let's go for it. Let me do 32 hours a week. Beautiful. And you know what's crazy is I usually can help them produce the same as they were producing in five days and four days and then they're able to get a whole day back in their world. Or they're like, I have nowhere I could ever put admin time in. And I'm like, sweet, challenge accepted. How much time do you want? Two hours a week, three hours a week? Great, I'm gonna block it on Wednesdays from eight to 12.   I'm taking four hours out and I'm gonna show you how we can build a schedule that will produce more than you're making right now and give you the four hours of admin time so you don't have to take this home with you. So we block schedule, we prioritize, we put things in place. You literally like, we eliminate gaps, we're proactive, we ⁓ maximize our time and our schedule, we have our morning huddles to align our teams, everybody chart preps, we look through what we need to have. We're all doing the pieces and we're maximizing our time that we already have. Front office team members, seriously like.   Don't insurance verify every single person like in order call Delta Dental and get all of them done and then all your MetLife's and all your Etna's so we're not spending time like wastefully and you can maximize this and I will tell you when doctors shift like this and teams shift like this, we're talking 10, 20, 30, 40, a hundred grand extra a month that we're able to squeeze in the juice with no extra time. Usually even less time. I don't want more hours. I don't want more work for teams. I want less work and more efficiency.   So that way you have guilt free time with family. You have guilt free time on vacations. You have fun being able to take off and not stress about it. So this is where it's like, let's maximize the hour. So the call to action on this is, I want you to audit your current schedule at work and figure out where are we losing production and time and how can we just like, literally I'm talking on one change. Kind of like with FedEx or with, I don't remember what airline it was, but FedEx drivers found out if they took right hand turns at stoplights in the US, they can actually cut down the hours and cut down the routes and actually get more time and.   more efficient packages delivered to all the people. That's the type of like small little shift that we're looking for. Just one little change and then look at it in your personal life. Are we scrolling in doomsday scrolling? Are we spending time? I don't know, audit your day, but it's wild when I'm like, I gave you so much time and there's still 50 hours in a day, like a week. What are you doing there? Like, Kiera, I go to church. Great, put it in there. Kiera, I do community service. Great, put it in there.   I'm not kidding. When you look at it, it's because we're not efficient with our time and we don't schedule our time. And I want you to have breaks in there where there's nothing time in there too. But what's wild is when you do this, you'll realize there's so much more time. And if you're effective and efficient with this, you'll see that you actually can get more done with less time, less energy, and be more happy and have that flow, that work-life balance just by maximizing the hours you already have. Next up, number two is protect your time like a CEO. I want you to be so rock solid on this because we have to have like CEO time.   So this is what I was talking about. You've got to protect your admin working CEO time like a boss. And you've got to actually do high productive work there. So for me, it's called Deep Work Time. It's by Cal Newport. You can read the book. I'm like absolutely non-negotiable. This is when I'm working on the business. And it's wild because I'm always like, there's so many screaming problems that come at you, but you have to say no. Discipline equals freedom here. You've got to stick to your cutoff time. I'm out the door at 5.30. Go, leave, be done.   We don't need to constantly run over because what we do is we teach ourselves that what we say of our boundaries or what we say of our commitments don't matter. Stop lying to yourself and start protecting your time. Start putting you first. Like if you say, I'm gonna be out at 530, be out at 530. If you say, I'm gonna go to dinner, go to dinner. If you say, I'm gonna work out, work out, but don't go lofty, go small. Start small, train yourself that you can trust yourself and then get bigger and better and better. And what's wild is when offices do this, when doctors like,   Truly, my most elite doctors do this. The ones that produce the most have the best family time. And I'm talking like, there's a doctor that I know. He told me, said, Kiera, we've done a lot. They own six practices. He's got like crazy amounts of success. They're going for it. ⁓ Tons of kids, amazing relationship with his spouse. And he said, Kiera, my year working with you was the most transformational, inspirational year of my entire life. And I take that as one of the biggest compliments because this person was so efficient and effective.   And yet we were able to find ways to fix their time, maximize their time, buy back their time, protect their time, make sure all the things that they want to do as a human and as a business owner, they were able to get there. This doctor is celebrating their first day out of the chair and being a true CEO. It didn't happen overnight, but these are things of like, you have better clarity, you're better as a business owner, you're better as a spouse, you're better as a mother, father, you have more time to work out for yourself, but it's like...   being very disciplined, this is the secret. People are like, Kiera, what's the secret? This is it. They protect their time and they act like the CEO that they are. And then number three is your team, empower them, help them to be like truly owning their role. So you've got to set up and have it to where there's clear roles and definitions of what each person does. They have their KPI and their number that they own and you train them to lead and come with solutions. I have a three solution rule. If you've got a problem, you've got to create at least three solutions for it, one of which can't cost money.   So that way they're coming with solutions, they're thinking of solutions. They're empowered so things don't come to me. ⁓ There's the book with the one minute manager, I think. ⁓ It's about the monkeys on your back. I think about this all the time. How many times do my team members come to me and put their monkey and their problem on my back? And I'm like, yeah, give it to me. I've got it. I'll just solve the problems because I'm Wonder Woman over here. But you told me you actually want to stress free. You want more work life balance, but you don't want to cut your production. We'll start empowering your team to actually be the team that they're meant to be. And team members rise up.   Rise up, solve the problems. This is for you. Like we have a culture of ownership. Ownership is one of our core values. And honestly, I shout that core value out so hard every single week on our core value shout outs because I want our team to know that that's one of the top things that I look for. Our team members that own their role, own their KPI, find the solutions. Because guess what? Then I'm able to do my job and my job as a CEO. Your job as a CEO. And I also want to be an amazing wife. I want to be an amazing sister. I want to be an amazing family member.   I wanna do all those things. I wanna show the best for myself. I wanna work out. I wanna be this amazingly fit, ripped, super energetic, 95 year old woman in my life with cotton candy, pink hair. Like that's the vision of Kiera in the future. What's your vision of the future and how do you do this? And what's wild about this is when you empower your team members, you give them clarity of what they need to do, team members now can focus on what they need to do and they can be more efficient in their time. Tiff and I talk all the time about how she's the efficiency queen and how like,   I hope she never dies before me. And if she does, it will say efficiency queen on her headstone because literally we're able to do so much more with less time because we have the team using it. So doctors before you even, and office managers before you even think about putting something in your calendar, ask yourself, am I really the best person who needs to do this task? Or can someone else do it just as good, if not better than I can and delegate it out.   I look at my calendar all the time and I'm like, that could go to Tiff, this could go to Britt, this could go to Shelbi, this could go to this person. Like all these people are better, more equipped and have the time to do it. And then they should do the same thing with their schedules as well. So when you have this, I want you all, every single team member to look at our schedules and see, is this something that a team member could own? Is this really who should be doing it? Are our lines clean? Do we have clear job descriptions, clear KPIs? This way it's not all happening for me. So when you look at this, you see the flow of number one, I'm using the time I already have.   Number two, I'm thinking like a CEO and I'm actually maximizing the hours working on the business. And then number three, I have a team that's fully capable. They're not dependent on me. You have, we broke down the math. guys, the math is there. What are you doing with your time? This is how you have guilt free fun. Like I want you to just think like eating like a big giant scoop of your favorite dessert or whatever your favorite thing is. You're, you're, you're indulgent. And I want you to think of that as your time. Like I'm just taking this big old scoop of like   delicious ice cream, no calories, guilt free of your lifetime, of the time that you get to have your life. Your life is all mixed up of so many pieces. You've got work, you've got family, you've got schedules, you've got appointments. This is how you have guilt free time. This is how you're able to have that flow. This is how you're able to have the balance or whatever it is for you. It's not passive, it's built. It's not passive, it's built. And you would honestly do this while growing your business.   while like all the different things that you're doing, you can have this. And this is something I'm obsessed about. We did this at our last mastermind and it was so fun for me to like show them like, what are we doing with our time and how can we better maximize, squeeze the juice out and have more guilt free fun time of whatever we want to do. This is how you have hobbies. This is how you expand as a human. This is how you read books for fun. This is how you get gardening or biking or surfing or whatever it is that you want. This is how you get more time with your family, more time for yourself is by actually doing these three things. So   You honestly became a practice owner for freedom. It's my hunch. You wanted to run the business how you wanted. You want to have things with the team. And so let's make sure that you're not fatigued out, that you're burnt out, but you actually get that freedom that you wanted when you built the practice. Like let's get you there. That's the ultimate goal. Let's help you see where you could like maximize your time. Let's help your team maximize their time because sometimes we don't even know what we could be doing better because we're just, this is all we know. So let's be smarter. Let's reach up.   Let's ask for the help and let's get the freedom and the fun and the joy that we know we're meant to have. So this is where we're at. This is where I want you to just realize like, where am I at? You're at a crossroad. Do you want to continue down the path you're going or do you want to get into that fast lane over there that you're sitting in bumper to bumper traffic and you're like, there actually is that magical, glorious, gold paid route. Like honestly, I hope our marketing team like, please marketing team make this Vividial.   Put it on social media. There is like literally I see like all the lines like we got like ten lines of traffic We're sitting there and then it's like ⁓ like the angels are singing over there Like are you gonna continue to sit in this bumper to bumper bag? Yep I'm gonna just keep doing it my way or are you going to venture over? Navigate through the traffic across ten lanes of traffic to get over to that magical Lane that can be yours the questions yours the forks in the road literally we're in a road like that was a great analogy unintended   The forks in the road, like you are here, you're at a pivotal spot, the door is open, you can choose to do it differently. Let's do it. You deserve it. Reach out, hello, at the W-H-U dot com or stay in bumper to bumper traffic. Both are fine. There's no judgment on either side. I just want to let you know that that magical lane is incredible. Life over there is happy. Life over there is not stressed. Life over there still does with issues, but life over there deals with issues in stride.   Life over there has a team that's able to run the practice whether you're there or not. Life over there empowers their leaders. Life over there allows you to have a life on your terms. Life over there allows you to show up for your family the way you want. Life over there allows you to work out the way you want. Life over there has you sleeping better. Life over there has you not stress out every single day of every single hour. Life over there truly is flying through traffic because there's another lane over there. And I hope you choose you and I hope you choose the easier path.   and reach out Hello@TheDentalATeam.com if we can help you, because I'd love to. And this is literally what we do is help you get into the fast lane, get into the easier path. It's not overnight. It's not a diet pill, but it is sustainable. It is long-term. And our job is to teach you to fish, to teach your practice to fish so you are forever self-sustaining. And hopefully you're like that client I told you that said your year with Dentalyteen is the most transformational year or years of your life.   and I would love you to be a part of it. So reach out Hello@TheDentalATeam.com. And as always, thanks for listening and I'll catch you next time on The Dental A Team podcast.  

In this episode, Kirk Teachout and Zach Shelley dive into how purposeful, well-structured meetings can transform a dental practice. They discuss the importance of clear communication, leadership, and consistent team alignment to improve both workflow and patient care. From defining departmental priorities to using KPIs effectively, this conversation offers practical insights for creating meetings that actually matter and drive real results.

This Week:  What We Can Learn From For-Profits  Let's not fawn over for-profit companies. Not everything they do carries over to our nonprofit community. But some things do. Like building systems and processes; diversifying revenue; knowing KPIs cold; relentless customer … Continue reading →

Boring Problems, Big Wins, Community‑Driven AI Adoption AI is not overhyped, it is under-implemented. Ken Roden and Erin Mills chat with Sheena Miles on how to move from tool obsession to behavior change, her three stage framework, and the practical KPIs that prove progress before revenue shows up. We also talk AI policy that unlocks safe experimentation, community as an accelerator, and Sheena demos how she spins up n8n workflows from a prompt. Chapter markers 00:00, Cold open and disclaimer 01:00, Is AI overhyped, what is really failing 03:20, Early indicators versus lagging revenue, set better goals 04:20, Exec view, target 3 percent faster time to market 06:00, Avoid AI slop, find repetitive, boring work 07:00, Guest intro 09:00, Real state of adoption, dual speed orgs and siloed champions 10:45, Teach concepts, not tools 12:00, Policy, security review, AI council 14:00, Behavior beats features 15:30, Community for accountability and shared assets 17:30, Live n8n demo, import a skeleton workflow and adapt 35:00, AI first versus AI native, embed into workflows 36:30, Influence without authority, solve a champion's boring problem 38:00, Inclusion and usage gaps, why it matters to the business 40:00, Skills that matter now, prompting, rapid testing, communicating thought process 43:00, Why to be optimistic 45:00, Lightning round 48:00, Host debrief and takeaways Key takeaways Hype versus reality, most failures are vague goals and tool-first rollouts, not AI itself. • Measure what you can now, speed to market, cycle time, sprint throughput, ticket deflection, before revenue. • Framework, Activate, Amplify, Accelerate, start small, spread what works, then institutionalize. • Policy unlocks velocity, simple rules for data and tool vetting plus a cross functional council. • Behavior over features, learn inputs and outputs so skills transfer across tools. • Community compounds, accountability and shared templates speed learning. • Start with boring problems, compliance questionnaires, asset generation, ticket clustering, call insights. • AI first versus AI native, move from sidecar to embedded with human review gates. • Inclusion is a business lever, close usage gaps or accept a productivity gap. Sheena's three stage framework Activate, prove value safely • Define the problem, validate AI fit, run a small pilot. • Track accuracy thresholds and time saved. • Example, auto draft responses to repetitive compliance questionnaires from a vetted knowledge base. Amplify, spread what works • Connect adjacent teams, add light governance, share patterns. • Run cross team pilots and publish playbooks. • Example, connect support tickets, payments, compliance, partner success to detect issues proactively. Accelerate, institutionalize • Assign ownership, embed training, integrate tools, set ROI guardrails. • Roll out across channels and systems with quality gates. • Example, ad copy system owned by demand gen, content as QA, used across paid, email, social. Hot Takes from Sheena “Policy enables speed if you write it to unblock safe experiments.” “Stop memorizing tool steps, learn the concepts so they transfer.” “Solve the boring problem first, that is where AI pays for itself.” “If NRR belongs to someone, it belongs to everyone.” Resources & Links Sheena Miles on LinkedIn Women Defining AI, podcast and community n8n About FutureCraft Stay tuned for more insightful episodes from the FutureCraft podcast, where we continue to explore the evolving intersection of AI and GTM. Take advantage of the full episode for in-depth discussions and much more. To listen to the full episode and stay updated on future episodes, visit our website, https://www.futurecraftai.media/ Disclaimer: This podcast is for informational and entertainment purposes only and should not be considered advice. The views and opinions expressed in this podcast are our own and do not represent those of any company or business we currently work for/with or have worked for/with in the past. Music: Far Away - MK2

Live from the RTA Connect 2025 conference in Las Vegas, Marc Canton interviews Drew Morrow, a seasoned fleet manager from Cambridge, Massachusetts, who operates a private ambulance fleet. With just one and a half techs to maintain 34 vehicles, Drew is living proof of the technician shortage crisis. But instead of giving in to chaos, he shares how he uses structured calendar blocks and smart prioritization to manage both strategic planning and daily shop operations.This candid conversation dives deep into the balancing act of wrench time vs. leadership, the challenge of telling your fleet's story to executives, and why you need to be your fleet's biggest advocate. Drew also opens up about the emotional toll of trying to do it all, the importance of industry collaboration, and how to make a compelling case for hiring help or replacing aging vehicles.Whether you're running an EMS fleet or a government operation, this episode delivers actionable insights for any fleet leader struggling with time, staffing, or executive buy-in. Key Takeaways:You can't lead strategically if you're buried in the shop.Structured calendar time (like blocking hours in Outlook) helps combat chaos.Telling your story through the lens of risk and mission execution resonates with leadership.You must track KPIs like missed PMs due to poor communication.Early vehicle replacement can reduce wrench time and total cost of ownership.Peer collaboration is critical—even in competitive industries like private EMS. Speakers: Marc Canton – VP of Product & Consulting at RTA: The Fleet Success Company. With decades of fleet experience, Marc helps fleets turn performance data into action and leads RTA's consulting arm to drive meaningful success across operations.Drew Morrow – Fleet Manager for a private ambulance company in Cambridge, MA. With over 25 years in the industry, Drew brings a technician's expertise and a leader's mindset to one of the most mission-critical fleet sectors: EMS.

In this episode of FP&A Unlocked, Paul is joined by strategic advisor and podcast host Moataz Mukhaimer to explore the intersection of finance and strategy, where true business impact is made. With over 20 years of experience guiding SMEs, family-owned businesses, and startups across the Middle East, Moataz explains why finance professionals must step beyond Excel and deeply understand the business to add real value. From diagnosing problems through numbers to designing KPIs that reflect a company's vision, this episode is a masterclass in how FP&A can lead, not just support.Moataz Mukhaimer is a strategic and financial advisor with over 20 years of experience supporting SMEs across the MENA region. A graduate of McGill University (MBA) and Boston University (BA in Accounting & Finance), he specializes in helping businesses identify challenges and align strategy with execution. His client portfolio spans sectors including retail, med-tech, e-commerce, ed-tech, manufacturing, and software.Expect to Learn:Why cash from operations is the true measure of business valueHow to design KPIs that align with both strategy and financial outcomesWhy most pricing problems are rooted in poor positioning, not high costsHow to diagnose problems through both numbers and conversationsThe two most important habits for connecting finance with strategyHere are a few quotes from the episode:“Most companies aren't overpricing, they're underpricing and positioning poorly.” - Moataz Mukhaimer“Cash from operations is the truest form of value creation.” - Moataz MukhaimerMoataz Mukhaimer reminds us that the power of FP&A lies in understanding the whole business, not just the numbers. By aligning strategy with financial planning, simplifying KPIs, and focusing on communication, finance professionals can become essential partners in growth. If you're ready to elevate your impact, this episode is for you.Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Moataz:LinkedIn - https://www.linkedin.com/in/moataz-mukhaimer/Website - https://moatazmukhaimeradvisory.com/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode[04:05] - What Defines Great FP&A?[05:56] - Great Planning in Action[08:40] - Cash Flow is Queen[14:15] - Why Budgeting Often Fails[26:45] - Pricing: The Hidden Problem[30:04] - Moataz's Four-Part Strategy Framework[33:07] - Diagnosing Problems Through People and Numbers[36:27] - Advice for Connecting Finance to Strategy[40:09] - Hosting Business Talk and Giving Back[43:36] - FP&A Fast Five[48:31] - Final Advice:...

From a bamboo house in rural Indonesia to the boardrooms of Asia, Dona Amelia's journey is nothing short of extraordinary. Now an international keynote speaker, Harvard-trained leadership specialist, and co-founder of EGN Singapore, Indonesia and Malaysia, she brings a rare blend of performance, psychology, and purpose to the way she helps leaders grow. In this episode, Dona joins Andy Goram to explore holistic purpose-driven leadership — a style that balances high performance with humanity. She shares how her early life shaped her belief in service, generosity, and resilience, and how those lessons now inform her work helping senior leaders stay authentic, grounded, and connected — even in high-pressure, high-stakes environments. Dona also explains her own DONA Framework, which blends Purpose, Presence, People, and Performance, and the role of vulnerability in transforming leadership cultures from the inside out. It's an inspiring reminder that great leadership isn't just about what you achieve — it's about who you are while achieving it. ----more---- Key Takeaways Leadership starts with purpose. Dona's journey shows that clarity of purpose gives strength and direction in every challenge. Serve before you lead. True leadership is about helping others succeed — not just performing well yourself. Vulnerability is strength. Being open about struggle builds trust and invites authenticity in others. Presence and people go hand in hand. Balancing focus on performance with genuine care for people creates lasting success. ----more---- Key Moments The key moments in this episode are: 0:01:10 – From Bamboo House to Boardroom: Meet Dona Amelia 0:03:37 – Early Lessons in Purpose, Resilience and Service 0:10:27 – What Childhood Taught Her About Giving and Gratitude 0:15:07 – The Entertainment Years: Learning Performance and Presence 0:22:30 – Pivoting from Stage to Leadership Coaching 0:34:29 – The D.O.N.A. Framework (Dreams, Opportunity, Never give up, Action). 0:37:31 – “4P+E” (Pray/centre, Prepare, Practice, Perform + Evaluate) & “action 200%”. 0:40:02 – What holistic leadership looks like in practice 0:46:09 – Balancing people care and KPIs: why performance follows wellbeing. 0:47:42 – Dona's 3 Sticky Notes of Advice ----more---- Join The Conversation Find Andy Goram on LinkedIn here Listen to the Podcast on YouTube here Follow the Podcast on Instagram here Follow the Podcast on Twitter here Follow the Podcast on Facebook here Check out the Bizjuicer website here Get a free consultation with Andy here Check out the Bizjuicer blog here Download the podcast here ----more---- Useful Links Follow Dona Amelia on LinkedIn here Follow Dona Amelia on Instagram here Follow Dona Amelia on Facebook here here Find the EGN website here ----more---- Full Episode Transcript Get the full transcript of the episode here

Your company is launching its own corporate venture capital (CVC) fund. Suddenly, traditional financial models don't apply. Corporate Venture Capital is a unique, high-variance asset class that demands a new strategic mindset from finance professionals.In this episode of Corporate Finance Explained on FinPod, we unpack Corporate Venture Capital (CVC), exploring its dual motive (strategic innovation vs. financial return) and revealing the practical frameworks needed to manage this hybrid investment effectively.This episode covers:CVC: Buying Optionality: Why large companies use CVC as a lightweight alternative to M&A or internal R&D, acting as an early option on future acquisitions and managing innovation risk.Defining Success: How major CVC arms (like Salesforce Ventures, Amazon Alexa Fund, and Intel Capital) track value using strategic KPIs (e.g., Partnership ARR Uplift, Azure Adoption) that go beyond standard IRR.The Strategic Playbooks: Analysis of different CVC models: the Ecosystem Expansion approach, the Innovation Hedge strategy (de-risking R&D), and the pure Portfolio Focus.The CVC Financial Toolkit: We detail six essential frameworks for corporate finance teams, including building flexible return models (budgeting for high write-off rates), managing complex capital structures (convertible notes), and implementing governance for high-risk assets.The Translator Role: How finance professionals must bridge the gap between innovation teams and traditional financial rigor, articulating why a high-risk bet makes sense for both the strategic story and the balance sheet.

Why do some digital media companies thrive while others fail?With over 30 years in the industry, digital media veteran Eric Shanfelt has seen what works and what doesn't. In this reboot of the "High Value Publishing" webinar series, Eric breaks down the 7 essential characteristics of a successful digital media company.Commitment from executive leadership.Content readers actually want.Website-first publishing.Simple, scalable business models.Effective execution.Knowing and using digital KPIs.Staying current, but avoiding "Shiny Object Syndrome"This is the essential starting point for any publisher, owner, or media professional looking to build a sustainable and profitable digital business.Learn more at https://nearviewmedia.com/

County Administrator Howard Wanamaker joins host Steve Vancore to discuss his unique path from naval pilot to local government leadership. Drawing on military and private-sector experience, Howard shares how principles like standardization, accountability, and performance tracking shape his approach to county management.He reflects on applying business strategies to public service, using KPIs and strategic planning to guide decisions. The conversation also covers Clay County's growth, including major infrastructure projects and efforts to attract employers through personal engagement and the county's strategic location.

Multifamily marketing does not work in a vacuum. In this episode of the Digible Dudes podcast, host Reid sits down with Leslie Mathis, founder of Streamline Multifamily, to unpack why campaigns fall flat when operations are not aligned, how to fix the disconnect between owners, operators, and agencies, and what great alignment looks like from concept to lease up.We cover Leslie's career journey and how she acts as a bridge between ownership and third party management, the market shift from easy leasing to tougher conditions, and the cadence required to win. Expect clear takeaways on weekly collaboration, shared goals, and educating stakeholders on what the data actually means so decisions are based on facts, not feelings.Leslie also breaks down where to invest for real resident value, why access control and seamless experiences often beat in unit gadget upgrades, and how to rethink concessions by reallocating a portion into targeted marketing and storytelling. We get into training gaps across on site and regional teams, outdated reporting and KPIs, and how AI should enable teams to synthesize data and deliver actionable guidance rather than generic outputs.If you want practical strategies to align marketing and operations, improve traffic quality, and turn insights into leases, this episode is a must watch for multifamily owners, operators, and marketers.Digible:⁠ https://digible.com/ Leave a Spotify Review: ⁠⁠⁠https://spoti.fi/3LfoEdU⁠⁠⁠ Leave an Apple Review: ⁠⁠⁠https://apple.co/3AA2zRj⁠⁠

In this hybrid episode of Marketing Madman and Legacy of Luxury, Nick Constantino sits down with Shelby Wright of Georgia Bulldog Sports Marketing to explore how sports have evolved into luxury experiences—and how sponsorships have transformed from simple signage into immersive brand partnerships. From tailgates to naming rights, they unpack the strategy, psychology, and economics behind modern sports marketing.✅ Key Takeaways• Sports experiences now mirror luxury hospitality: turnkey tailgates, premium seating, curated fan journeys.• Sponsorships have shifted from “spots and dots” to storytelling and experiential marketing.• Success in sponsorships requires clear KPIs, flexibility, and ongoing communication.• Authenticity is the new currency—fans and consumers crave real connection.• Women in sports marketing bring unique strengths: listening, curiosity, and low ego.• Brands must define their goals, audience, and activation strategy before entering sponsorships.#LegacyOfLuxury #MarketingMadman #GeorgiaBulldogs #SportsMarketing #LuxuryExperience #SponsorshipStrategy #CollegeFootball #BrandPartnerships #ExperientialMarketing #WomenInSports

A practice built with character is a practice made up of loyalty, positive culture, and long-term growth. Kiera provides listeners with a list of questions to ask that will set the tone for showing up as the best, truest version. She then gives specific takeaways to meet that ideal culture and stay consistent. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:01) Hello, Dental A Team listeners, this is Kiera. And today, I hope you're having an amazing day. I hope you're having fun. I hope you remember that dentistry is honestly the greatest profession we could ever get to be a part of. So I hope you're just so excited. I hope you're loving your life. I hope you're happy. I hope that if you're not, that you're committing to make a change in the next week so that way you can be happy. My husband showed me this reel the other day that said, it was from like, I don't know, a Buddhist monk, I think. And he said that yesterday is dead.   Today is all we have and tomorrow is not born yet. And so don't wait for the happy life. You want the happy day. And I've thought about this so much because I think so many of us wait for happiness. We wait and we think, once I get this or once I do that or when I have the team or when my practice doesn't have this, then I'll be happy. Then I won't be stressed. And it's like, no, it's actually on the day. It's today. It's the decisions I'm making today. It's the pieces that I'm doing today and finding that happy.   And they said when you can have a happy day is when you have the happy life. I think when you can have the less like the more stress free day more consistently, it's when you have the more stress free life consistently. And so with that, just reminding you that it's okay. You don't have to do this alone. And I'm here for you and our team's here for you. And dentistry really is one of the greatest professions you could ever be a part of. So welcome. I hope that if you're new to the podcast, welcome. I'm Kiera. I love dentistry. I love helping people. love life.   And I love helping people get the life that they always dreamed of and making that a reality. Today, I wanna talk about ⁓ character. My dad and I were talking and my dad said, in the word character, there's the word act. And I had never picked up that the word character has act. ⁓ And I wanna talk about some leadership pieces today and culture pieces for your practice on building a practice with character and how people act. And...   I think character is something that you hire, yes, of like how people are naturally and who they are naturally, but also I think it's something that you do lead. ⁓ when we look at this, like when you have a practice of character of how people are acting, it does create loyalty, it does create culture, and it does create long-term growth. And so for everybody just going through that, ⁓ looking at that and seeing what is your character possibly? What is the character of your practice possibly?   And what things can we do to evolve your character to make it be a place of things that you want, of the loyalty, the culture, the long-term team. ⁓ And when I look at really awesome practices, the way people act and the character that that practice has is truly something embedded deep into the roots of that practice. going through that, ⁓ Dental A Team's goal is to help offices build to scale, to have the life that they want, ⁓ but to do it in a way that's meaningful.   that it's fulfilling, that it has purpose for you. And so ⁓ this is truly trying to help build a culture for team members to stay, for patients to be raving and for leaders to truly be proud of the practice that they built. So character with this act, like step one, if you want, like we'll just kind of go into this whole process is like how you act when it's hard. ⁓ And I think when I look at teams,   Culture is something that's like not built during easy times, it's revealed during the hard ones. When our production's not hit, when the cash flow's not there, when like all the things are pushing upon you, how do you act? Do you respond with conflict with consistency, clarity and compassion? Do you admit mistakes as a leader? Do you prioritize long-term trust over short-term comfort? Like how is your character in those hard times? And for you as a doctor, and there's the book, Extreme Ownership by Jacque Willings, and I think about this so much of   Like, okay, what is my culture of my company? But what is the culture of me? Because my team ultimately is a reflection of me and how do I act? In high school, I was nominated as most poised and I thought that was such a weird phrase for me to get like most poised. But I actually think about that a lot and like when things are hard, do I lose my temper? Do I yell? Do I shout? How do I act? For me, I almost think like I have the tiger like queen strength. Like what if I was the queen of this   I don't know, like kingdom, my business. Who do I need to show up as? And that character, like really looking to see how do you act. And it's crazy because when you look at a team and you want a team to be a certain way, you got to look at the leaders and how are they showing up? How are they acting? And when my dad talked about this character, it's all about how you act. It's how you act in the hard times, how you act in the good times, how you act when no one's watching. It's how you act when people are watching. And what is your ultimate character in your practice? And so, ⁓   When doctors start to have consistency, clarity, and compassion, when you say like, kind is clear, ⁓ when you're more clear, when you admit mistakes and you have humility, but in addition to that, you also are focusing on making sure that I don't just admit the mistake, but I find the solution to the mistake so it doesn't happen again. ⁓ When we're doing long-term, we have uncomfortable conversations and we're building trust over short-term solutions. Like I'm not just saying things.   And who I was at a leader at the beginning of the NLA team compared to who I am today, she's a much more mature grownup version of herself. ⁓ And it came through a lot of these hard conversations. It came through a lot of these hard awarenesses. It came from asking people, but also asking myself, did I show up as the person that I want to be and the leader that my team needs me to be? And if not, what do I need to do to change that? And so   Thinking about that, that's the culture you're building. And as much as I don't want to be like a rip on leaders, leaders are the mold. Like how you, what you do and don't do is a subconscious theme that runs through your practice. And so I think when people feel like they have no hope and they have no way of changing things and there, there is no solution. The answer is like, there actually is a solution. There actually is a process and a path out. It just sometimes is starting with you.   and not sometimes starting with you, it's always starting with you. And so if you can focus on building that and the culture you're building constantly, that's going to help and that's gonna lead into the next phase and that's gonna be through core values. And core values, I used to think were so laissez-faire. I was like, yeah, yeah, yeah, core values. But ⁓ really it's hard to hire the character you want. It's hard to continue to create it if you don't even know.   what it looks like in your practice. so core values kind of give this like framework. call them like, to me, they're like a cookie cutter is how I envision it. Like here's the cookie cutter, not like that we're a cookie cutter practice, but it's the shape. So a cookie cutter shapes the dough into what they want it to be. And core value shape the practice into what we want it to be and helps us have this, I would say filter of who we're hiring for. And so it's, what are the three to five core values that define your team and how you work? Now owners,   Go back to when you first started your practice and what were the three core things that really made your practice what you want it to be? For me, it was always do the right thing, fun and ease. Like from day one, those were the pieces. Those are our core. And if you look at it, it's do the right thing for the company and the practice. We like to have a ton of fun when we're doing it. I I love sprinkles. I love to the sparkles. I love to add the glitter. I love to add the fun. I love to surprise and delight. And then it's to do everything with ease. How can I make this easier for a practice? I don't want things to be hard for an office.   But like that's truly the core of when I started a Dental A team. Now we've evolved into who we want people to be on our team. We have other people, pieces of ownership. We have pieces of passion for excellence and results focused. We have pieces of grit. And so there's other core values that have come and there's core and then there's aspirational. ⁓ But I want to make sure that the people we're hiring and filtering through have that character in them already. I don't want to try to develop that in them. I want to expand it once they're a part of our company.   but I don't want to try and convince somebody to have grit. Like grit's a core portion of you. So what that does is once we figure out what our core of our company is, then we have those in our hiring, we have those in our reviews, we have those in our meetings and decision-making. I can't tell you how many times I've gone to the core values when I've been looking at team members and I look to see rating this person on our core values, how do they fit? And a lot of times the people that are not elevating our team are the ones who usually are getting lower scores on the core values.   And it becomes very crystal clear for me. And so what we do is we hire. So when you're having this, you hire based on core values. You filter your company right now based on your core values. And again, this is the code of conduct of how we act. This is the character, the culture that I want to have in my practice. And when you start to bring people in like this, when I start to have people who naturally do the right thing, naturally look for ease, naturally have passion for excellence and results focus, naturally have grit, and they've got life experiences to teach me about that.   They fit into our company. And when I started to really like, I'm not talking service level, but dig into this and to have the character and the culture and the company, this is when team alignment flourishes. You get reviews, things feel easy. Like there's this mystical flow of businesses that I always thought was so impossible to get. And I found out that actually it's real. And so when you have it, you start to build this culture.   And so what I say for you is write down your values. do assess ours. get our core values get assessed every single quarter. We define them. We have them there. The team works on them every single Wednesday. We have core value shout out every single Wednesday in the company. We have them on their monthly one-on-ones. We have them in their reviews and we review them every quarter to make sure these truly are the guiding core values of our company. I have changed them multiple times throughout ownership ⁓ because it's about the character and the culture of how we act.   And then this is something that goes up on the wall. So for you guys in your offices, have your core values everywhere. We review them every single quarter. The team knows them, but they're part of the core of who you are and what you guys act and believe in. And the number three is like having a culture of accountability and grace. so that's balancing. Like I found leadership as a balance of high expectations and genuine care. And I actually think Britt on our team does such a great job of this, of like, these are the expectations. These are the standards. This is our culture.   but there's also like a care of you as a human and being fair to you and ⁓ having that. it's like, and Britt is so good at clear expectations and follow through consistently where we don't just say this is how we act and this is what we do. And then that's kind of like tossed in the back corner and how we truly act, that's your true character. So it's one of those things like we don't want our core values and our company to be aspirational. We want it to be accurate. And so,   Use feedback as a tool and not punishment. I used to be really, really bad at this. This is a zone that is like a huge growth for me of giving honest feedback. And I remember I had a team member tell me once like, Kiera, you don't always have to tell me I'm doing a great job. If I'm not doing a great job, I want you to tell me and give me that feedback so I can get better. so it's having a culture of how we act, if we give feedback and we have honest feedback, we don't shy away from those uncomfortable conversations, but we do them with grace and true, genuine care.   And then I think about my husband in their hospital and they have a culture where it's a no fault culture. And what they want is they want people to bring their mistakes to the table with the solutions. That way they can continually fix and improve the culture there and improve the protocols. And working in a hospital, think that's so important because at the end of the day, we don't want patients to die. And so if people do make mistakes, which are going to happen, they're celebrating those. They're celebrating the wins and they're...   just as often as we're correcting and fixing mistakes. But we're doing it in a way where that's our culture. So it's these high expectations with this genuine care. And when I found that leaders actually have these feedback loops, when they give them on their one-on-ones, when they tell them true feedback or there's true ownership within an organization, your morale improves, the passive aggressive nature diminishes, ⁓ people feel less egg shelly. There's a culture of trust. There's a...   There's a culture of ⁓ being around people that you enjoy being around because you're not scared of what are people saying about you. But when this doesn't happen, people walk on eggshells and it's artificial harmony. And I think artificial harmony is one of the best ways to describe it. And so looking at your practice to see, do we have feedback? Do we have artificial harmony? ⁓ And don't lie to yourself. Don't make it worse than it is and don't make it better than it is, but make it realistic up to what it is.   because this is something where if we don't have feedback and we're not having one-on-ones and we're not able to have like open to where I'm giving feedback on a consistent basis rather than just when you're in trouble or when you've done something wrong, I'm doing it when you're doing something right, I'm doing it when we're doing something wrong, all of that's gonna be super important for us. And so looking at that to see where is the true character and culture of my company. And so when I look at this, it's like characters in hard times, core values are part of the core.   and then we have accountability with grace. Like that's the formula. Like who are we, what's our culture, what's our character, what are our core values? And then how do we have accountability with grace and love? And I think when practices really take this on, you're able, and like owners especially, that's gonna trickle down to the rest of your team. It's gonna trickle down to every other person in your practice. So for this, this is how you build a legacy practice. This is how you build.   a culture that can withstand the growth and the bumps and the hard times and the great times. It's the one where you know these people are gonna be with you for a long time. And so this is where it starts with character, not just KPIs. Like both are important, but having a practice of character of how we act and really thinking of how do we really act on the hard times, on the good times, on the bad times, on the rocky times? What are our core values? And then what's our accountability and check-in and feedback? When you get those pieces in play,   It's magic. It's incredible. And it's not overnight. These things don't happen overnight, but they are incredible for you. So I would just say like, this is leadership. This is leadership 101 for you. This is how you build it. And hopefully just giving you another perspective and some ideas of how you can improve the culture and the character of your practice with ease. If we can help in any way, we want to help you build a practice that stands out because of who you are, to where you get people coming to your practice because of the raving reviews in the community.   of the culture of the reputation and so building that for you and you might not be there today, but that's okay. We can get you there as long as you're willing to put in the work you're willing to change and you're willing to evolve. And that's something I'm obsessed with. So let us help you reach out and ⁓ you can reach out at Hello@TheDentalATeam.com. can go to our website, click on a book, a call, let's talk about it. It's okay. It's a no judgment zone. It's just there with true love, with true solutions to help you.   This is what we're obsessed with. This is what we do. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.

As the end of the year approaches, it's tempting to push for maximum productivity, rush through holiday celebrations, and then collapse in a heap on Christmas Eve and call it done.But I want to challenge that. In this week's episode, I'm talking about the power of celebration, why your team party isn't just a party, but a culture-building strategy disguised as fun.I share stories from my own salons, where what started as a Christmas party evolved into something far more meaningful, a night of reflection, recognition, and connection. You'll hear why celebrating your people is one of the smartest leadership moves you can make, and how simple, intentional gestures can anchor your team culture for the year ahead.So before you dive into 2026 planning, hit pause, listen in, and get inspired to make this year's celebration something your team will never forget and set your salon up for the year ahead.IN THIS EPISODE:[01:07] Why the end of the year matters for reflection and gratitude[02:00] The evolution of my salon's Christmas parties[03:13] Turning parties into powerful culture-building moments[04:42] The importance of team culture and belonging[06:13] Creating in-house awards and recognising achievement[07:52] Praise, purpose, and progress, what people crave at work[08:25] Building culture through moments, not KPIs[10:18] A framework for planning your end-of-year celebration[11:17] Creative salon award ideas to strengthen connectionWant MORE to help you GROW?

Most teams, people and companies don't have a motivation problem - they have a design problem.In this episode I sit down with Ricardo Lopes Costa, founder and CTO of Funifier from Brazil and the author of "The Fantastic Engagement Factory: how to motivate people on a large scale with gamification". We uncover how gamification, psychology, and smart feedback loops can turn apathetic workflows into performance engines people actually want to use. Ricardo's company, Funifier, has worked with global brands like Coca-Cola, HP, Banco do Brasil, and Caixa Econômica Federal, helping them turn dry KPIs into dynamic challenges that spark human motivation — often with billion-dollar impact. Ricardo shares how:A small experiment with locked online lessons accidentally sparked his obsession with engagement.A single leaderboard turned learning into a movement across Brazil.Caixa's “Tamo Junto 9Bi+” initiative became the world's largest gamification case — driving over $1 billion USD in additional profit in just months.Recognition and belonging often outperform money when it comes to performance.Even small businesses — from cupcake stands to ice-cream shops — can gamify experiences to make people participate more.Why the future of leadership lies in designing human experiences, not just managing numbers.“Engagement is not a bonus — it's an asset, just like money or technology.” — Ricardo Lopes CostaIf you're a leader, HR professional, or entrepreneur who wants to build teams that care, perform, and grow — this episode will show you how to make motivation measurable.Key TakeawaysMotivation is designable — when you treat engagement like a system, not a feeling.Recognition > rewards: appreciation drives sustained effort more than money.Start small: pick one unmotivated area, personalize it, make it visible, make it fun.Emotional design is the missing layer in most transformation and culture projects.Everyone — even small businesses — can use gamification principles to spark engagement.

Managing people is one of the toughest — and most rewarding — parts of running a painting business. In this episode of the Elite Business Advice Podcast, host Chris Moore breaks down five essential systems every contractor should implement to lead their team more effectively and create accountability that drives results.You'll learn:✅ How to simplify compensation and make it performance-driven

We're talking about ratios today — but don't worry, you don't need to be a math whiz to follow along. Sam and Vivien chat through the importance of understanding recruiting ratios, for both rookie and expert recruiters. They break down key metrics that can help recruiters optimize their hiring processes — including the ratios of job orders to placements, screening calls to interviews, and interviews to placements. Chapters:00:00 - The recruiting KPIs that actually matter (and why)02:16 - Decoding your job-to-placement conversion rate03:35 - Ratio benchmarks for rookie recruiters05:05 - Moving from basic metrics to expert-level kpis06:10 - Actionable strategies to optimize your recruiting funnelExplore all our episodes and catch the full video experience at loxo.co/podcastsBecoming a Hiring Machine is brought to you by Loxo. To discover more about us, just visit loxo.co

In this episode, we're joined by Pieter Boon, Co-founder at ImpactPilot, the customer success intelligence platform built for HubSpot. Pieter shares how he's helping SaaS companies turn their CS orgs into true growth engines, measuring impact instead of activity through a framework called the Impact Driver Methodology. Built on lessons from Google's 10,000-person post-sales organization, this approach gives CS teams concrete ways to track success before renewal, using impact points tied to real customer outcomes like ROI proof, API adoption, or multi-year deals. It's about replacing vague check-ins with measurable wins that move both customer and company forward. We dive deep into how teams implement and operationalize the system, from designing the right impact drivers to setting incentives, avoiding false positives, and keeping customer value at the center. Pieter also reveals data from Impact Pilot users showing that customers with high impact scores are 7× more likely to renew or expand, and how that changes how you coach, measure, and reward CS teams. Here are some of the key questions we address: What is the Impact Driver Methodology, and how does it solve the lagging-indicator problem in CS? How do you define and prioritize impact drivers that actually move the needle for customers? How can CS leaders design incentive models that balance company outcomes with customer value? What KPIs matter between onboarding and renewal, and how do you quantify “impact”? How can you use impact scoring to predict churn and expansion before it happens? What pitfalls to avoid, like rewarding “touches” instead of outcomes or overemphasizing feature use? How can early-stage SaaS teams implement this framework (and even start with a simple spreadsheet)? What's next for CS as a function, and why Pieter believes it's becoming the new growth engine for SaaS.

What if gratitude could become your most powerful growth strategy this November? In this episode, Daniela reveals how to transform authentic client appreciation into a systematic referral engine that drives sustainable revenue growth without feeling salesy or transactional. You'll learn how to combine strategic gratitude campaigns with a scalable referral system that your entire team can execute. Whether you're feeling stuck at a revenue plateau or ready to break through to seven figures, this three-phase framework will show you exactly how to turn thanksgiving into bookings, referrals, and long-term client value. Spa CEOs will discover the exact scripts, tracking systems, and KPIs needed to make referral marketing predictable and repeatable, not just a nice idea that never gets implemented. In this episode, we discuss:  Why referred clients have 37% higher retention rates and spend 200% more than non-referred clients The three-phase "Booked and Thankful" framework for November growth How to systemize gratitude at scale using tracking boards and team accountability Exact referral scripts that feel natural, not salesy, for three key client touchpoints Advanced KPIs including referral ask rate, participation rate, and conversion benchmarks How to build professional partnerships that generate consistent referral traffic Compliance considerations for referral programs in medical spas   Resources Mentioned in Episode #457:  Booked and Thankful: How Spas Turn Gratitude Into a Referral Engine   Monday.com for referral tracking systems Growth Factor® Fundamentals   Keep the conversation going inside the Spa Marketing Made Easy Community by clicking here. IG / @addoaesthetics WEB / addoaesthetics.com YOUTUBE / @addoaesthetics LINKEDIN / @addoaesthetics   About Your Host, Daniela Woerner Daniela Woerner is the founder of Addo Aesthetics and creator of the Growth Factor® Framework, a proven system that's helped hundreds of spa owners build profitable, systemized businesses. With nearly 20 years in the aesthetics industry, she transforms overworked aesthetic professionals into confident Spa CEOs through strategy, systems, and soul led support. Daniela is also the host of Spa Marketing Made Easy, a top ranked podcast with over 1 million downloads, where she shares real world strategies to help spa professionals grow with clarity and confidence.

What does a recovering accountant, a fractional CFO, and a former would-be pararescue jumper have in common? It's all Alex Little of Little Financial. In this episode of The Curious Builder Podcast, Mark and Alex dive into the silent profit killers hiding in your business, what the heck a 2% leak is, and why cash in the bank doesn't always mean profit. Alex drops gold on everything from project KPIs to better billing habits and why you can't delegate your wealth. If you're making money but feel broke—this one's for you. Support the show - https://www.curiousbuilderpodcast.com/shop See our upcoming live events - https://www.curiousbuilderpodcast.com/events The host of the Curious Builder Podcast is Mark D. Williams, the founder of Mark D. Williams Custom Homes Inc. They are an award-winning Twin Cities-based home builder, creating quality custom homes and remodels — one-of-a-kind dream homes of all styles and scopes. Whether you're looking to reimagine your current space or start fresh with a new construction, we build homes that reflect how you live your everyday life. Sponsors for the Episode:  Pella Website: https://www.pella.com/ppc/professionals/why-wood/  Adaptive  Website: https://referrals.adaptive.build/u8Gkiaev  Sauna Camp Website: https://www.saunacamps.com/ Where to find the Guest:  Website: https://www.little-financial.com/ Facebook: https://www.facebook.com/profile.php?id=61562216836302 Little Financial's LinkedIn: https://www.linkedin.com/company/little-financial-services Alex Little's LinkedIn: https://www.linkedin.com/in/iamalexlittle/ Where to find the Host:  Website - https://www.mdwilliamshomes.com/  Podcast Website - https://www.curiousbuilderpodcast.com Instagram - https://www.instagram.com/markdwilliams_customhomes/  Facebook - https://www.facebook.com/MarkDWilliamsCustomHomesInc/  LinkedIn - https://www.linkedin.com/in/mark-williams-968a3420/  Houzz - https://www.houzz.com/pro/markdwilliamscustomhomes/mark-d-williams-custom-homes-inc

What if you could transform a legacy law firm while staying true to your personal goals? In this episode of Great Practice, Great Life®, attorney Lauren Presser reveals the law firm growth strategies that transformed her practice, creating clarity, balance, and sustainable growth. After buying out her uncle's 50-year-old family firm in Johnstown, Pennsylvania, Lauren partnered with Atticus to modernize every part of her practice. The result was a 35% increase in revenue within one year, without sacrificing her family time or her sanity. This is a compelling narrative of courage, mentorship, and strategic innovation in a traditionally static industry. Lauren's transformation began with a clear why: she wanted to be fully present for her children while leading a thriving practice. Every change she made flowed from that intention. With coaching and focus, she trained her legal assistants to lead initial consultations, replaced discounts with fixed-fee packages, and introduced structured scheduling: no walk-ins, time templates, and set client touchpoints. Lauren's story is a masterclass in law firm growth strategies that actually work. Her firm's culture evolved too. Lauren implemented a simple bonus structure built around three measurable KPIs, aligning her team and inspiring accountability. The result was a calm, collaborative environment where everyone knew what success looked like. Lauren's story proves that growth doesn't require burnout. By setting boundaries, empowering her team, and leading with purpose, she built a profitable firm that supports her life instead of consuming it. Her journey is a powerful example of what's possible when you pair intentional leadership with practical systems and a reminder that success at work means little if you miss the moments that matter most at home. In this episode, you will hear: Lauren Presser's transformation from associate to principal owner of a 50-year-old law firm Strategies for achieving a 35% revenue increase while maintaining work-life balance Implementation of fixed pricing models and bonus structures based on key performance indicators Overcoming challenges in a family-run firm and navigating systemic changes with the help of mentorship Strategic moves, such as relocating to a larger office space to accommodate a growing team Importance of setting boundaries to ensure personal well-being and professional success Empowering non-lawyers to conduct initial consultations and the benefits of adopting innovative business practices 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: Lauren Presser: apelderlaw.com/about/our-attorneys Ayres Presser Elder Law: apelderlaw.com Mark Metzger: atticusadvantage.com/team/mark-metzger Julianna Maria: atticusadvantage.com/team/julianna-maria Practice Growth Diagnostic: atticusadvantage.com/practice-growth-diagnostic   Code: STEVESENTME to get it for free! DISC assessment: atticusadvantage.com/disc-assessment Workshop: The Path to a Great Practice & Great Life: atticusadvantage.com/workshops/the-path-to-a-great-practice-great-life Is It Possible for Non-Lawyers to Do Initial Meetings? with Patti Paz: atticusadvantage.com/podcast/train-your-team-members-for-client-intake Lawyer Coaching: atticusadvantage.com/coaching My Great Life Focus: mygreatlifefocus.com The Summit: atticussummit.com Atticus Newsletter If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode of Above The Business, Bradley Hamner sits down with Conner Young, the Co-founder of Kairo Data, a groundbreaking acquisition platform designed to empower searchers, family offices, and investors in their journey to find, finance, and close deals with confidence.Over the past five years, Kairo Data has revolutionized the business acquisition landscape, serving more than 210 clients and connecting thousands to valuable opportunities. With an unparalleled database of over 18 million businesses, access to 4,000+ brokers, and a thriving network of over 1,000 industry professionals, Kairo Data has become the go-to resource for sourcing off-market businesses and facilitating seamless acquisitions.Conner shares his unique approach to deal-making, from building trust-based relationships with sellers to leveraging innovative financing strategies. He also opens up about his personal journey of resilience, including overcoming brain tumors and brain surgery, all while leading the fastest-growing SMB acquisition platform in the U.S.Whether you're a seasoned investor or just beginning your acquisition journey, this episode is packed with actionable insights on sourcing deals, negotiating effectively, and navigating the complex world of business acquisitions. Don't miss this inspiring and educational conversation with Conner Young.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...

The Enlightened Family Business Podcast Ep. 146: How Great Leaders Turn Challenges into Puzzles with Radhika Dutt In this, the first episode of the Enlightened Family Business Podcast, host Chris Yonker engages with guest Radhika, a seasoned advisor and published author, to discuss transformative strategies for family businesses. They delve into the concept of replacing traditional goal setting with a 'puzzle setting and puzzle solving' approach, emphasizing curiosity, adaptability, and collaborative learning. The discussion explores how family businesses can navigate succession, integrate innovative thinking, and balance risk while fostering clear communication and family alignment. This episode offers valuable insights for family business owners and leaders seeking sustainable growth and harmonious leadership transition. ·       00:55 The Old Model of Goal Setting ·       01:49 Guest Introduction: Radhika's Background ·       06:37 The Puzzle Setting Approach ·       07:38 The Importance of Succession Planning ·       16:52 The Problems with KPIs and Target Setting ·       21:48 Shifting from Goals to Puzzles in Business ·       23:44 Implementing Puzzle Solving in Sales ·       28:02 Collaborative Learning and Curiosity ·       33:11 Navigating Family Business Transitions ·       38:54 Balancing Risk in Family Businesses ·       41:24 Learning from Other Industries ·       43:59 Conclusion and Resources Websites: ·       fambizforum.com. ·       www.chrisyonker.com ·       OHLS Toolkit ·       linkedin: @radhika-dutt Radhika's Bio: Radhika Dutt is the author of Radical Product Thinking: The New Mindset for Innovating Smarter which has been translated into Chinese and Japanese. The methodology she introduced in her first book is now used in over 40 countries. She is an entrepreneur, speaker, and product leader who has participated in five acquisitions, two of which were companies that she founded. She is currently Advisor on Product Thinking to the Monetary Authority of Singapore (Singapore's central bank and financial regulator), and does consulting and training for organizations ranging from high-tech startups to multinationals on building radical products that create a fundamental change. Radhika has built products in a wide range of industries including broadcast, media and entertainment, telecom, advertising technology, government, consumer apps, robotics, and even wine. She graduated from MIT with an SB and M.Eng in Electrical Engineering, and speaks nine languages. Radhika is now working on her second book – it's about why goals and targets backfire and what actually works.  

Serial entrepreneur Heidi DeCoux joins us to share how her new startup, Cashflowy, is helping solopreneurs take control of their finances using AI. From ditching spreadsheets to tracking the right KPIs, Heidi breaks down how creators, coaches, and freelancers can finally understand their numbers, keep more of what they earn, and work fewer hours.We talk about the rise of AI-backed humans, the biggest financial mistakes entrepreneurs make, and why the first billion-dollar one-person business is closer than you think.Listen or watch the full episode: https://entrepreneursunited.us/links/ Learn more about Cashflowy: https://cashflowy.ai Connect with Heidi: https://www.linkedin.com/company/cashflowyai/people

AI isn't just speeding up your work—it's collapsing the market price of your time. In this urgent episode, we trace how the hourly model took over (from artisans to Taylorism to the FLSA), why it systematically funnels surplus value to owners, and why AI is about to accelerate that transfer for consultants, coders, strategists, and creators.Drawing on insights from Roland Frasier, we outline a practical pivot: Consulting for Equity (CFE). Trade your peak-leverage assets (judgment, access, strategic vision) for ownership stakes in businesses AI will amplify. The window to negotiate from strength is short—think 2–5 years. This is how you reconnect pay to outcomes and own a slice of the future you help create.