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Welcome to episode #995 of Six Pixels of Separation - The ThinkersOne Podcast. Nelson Repenning has built his career at MIT Sloan and Shift Gear by asking a simple but haunting question: why do so many smart, capable organizations fail to get the right work done? In his new book, There's Got to Be a Better Way, Nelson (along with his co-author, Don Kieffer) introduces dynamic work design: a practical framework that helps leaders move beyond broken systems and toward better execution. In this conversation, we explore the five principles behind this approach: solving the right problem, structuring for discovery, connecting the human chain, regulating for flow and visualizing the work. We talk about how businesses become addicted to heroics and strategic ambiguity, and how this culture often traps people in cycles of fire-fighting and busywork that look productive but deliver little. Nelson shares stories from his experience applying these principles in casinos, hospitals, biotech labs, and even homeless shelters (environments where urgency is real, resources are stretched and clarity can make or break outcomes). We also discuss how leadership often overcomplicates productivity with reorgs and top-down mandates, instead of fixing the structural design flaws that block meaningful progress. Nelson is quick to point out that the work isn't just about doing more: it's about doing it better… and that better means aligning actual workflow with the outcomes organizations care about. He reflects on his early days as a student at MIT and why dynamic work design is less a management fad and more a necessary shift in how modern teams operate. If you're tired of watching your best people get burned out chasing KPIs while nothing fundamental improves, this episode offers a clearer path. We also get into the tension between change management and change design, and why the latter matters more in a world flooded with noise, complexity and well-intentioned but ineffective solutions. This is a sharp and focused take on work culture from someone who's spent a lifetime challenging the systems beneath it. Enjoy the conversation… Running time: 1:00:22. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Six Pixels of Separation. Feel free to connect to me directly on Facebook here: Mitch Joel on Facebook. Check out ThinkersOne. or you can connect on LinkedIn. ...or on X. Here is my conversation with Nelson Repenning. There's Got to Be a Better Way. Shift Gear. MIT Sloan. Follow Nelson on LinkedIn. Chapters: (00:00) - Introduction to Nelson Repenning. (02:55) - The Journey to System Dynamics. (05:55) - Bridging Theory and Practice in Organizations. (09:14) - The Challenge of Success and Anomalies. (11:54) - Dynamic Work Design: From Manufacturing to Knowledge Work. (15:06) - The Role of AI in Knowledge Work. (18:12) - Manufacturing's Future and National Security. (20:58) - The Integration of Design and Manufacturing. (32:01) - The Complexity of Manufacturing and Supply Chains. (33:14) - Dynamic Work Design: A New Approach. (35:34) - Identifying and Solving the Right Problems. (39:28) - The Disconnect Between Management and Ground Realities. (42:14) - Adapting Management Practices for Hybrid Work. (45:33) - Visual Management in Knowledge Work. (52:44) - Regulating Flow to Prevent Overload. (58:41) - The Psychological Hurdles of Change.
Target Market Insights: Multifamily Real Estate Marketing Tips
Kylan Yarbrough began his journey in multifamily real estate at just 17 years old. By 19, he had already advanced to regional property manager, and today he brings an owner-operator mindset to his 195 multifamily units. With a background rooted in ground-level operations and a passion for improving communities, Kylan is also developing property management software to bridge the communication gap between owners and operators.
What does it take to double your practice, cut clinical hours in half, and build a team that thrives without you?This case study with Dr. Kris Arnold of Live Well Chiropractic reveals exactly how he transformed his high-performing but owner-reliant business into a scalable, system-driven practice. With guidance from The Remarkable Practice, Dr. Arnold moved from being the do-it-all doc to a confident CEO, growing from 400 weekly visits and $1M in collections to over 650 visits and $2.25M—with freedom, joy, and purpose intact.In this case study you will:Hear how Dr. Kris doubled revenue while working fewer hoursLearn the mindset shift from laborer to leaderUnderstand the difference between a caregiver and a business builder associateDiscover how he built a leadership team that runs the practiceGet insight into how data and KPIs drive decision-making and growthEpisode Highlights02:47 – Why Dr. Kris always valued coaching and how each stage brought him new growth03:54 – Where his practice was before TRP 400 visits/week $1M/year all referral-based04:40 – Dr. Stephen predicts they can double Dr. Kris is shocked but intrigued05:18 – Fast forward now at 650+ visits/week and $2.25M+ in collections05:34 – Cut clinical hours from 40+ to 15–18/week thanks to team growth06:51 – More vacations and confidence in the team to run without him07:17 – The shift to team-driven operations and letting go of doing it all07:54 – Team gratitude moment every team member said they were thankful to work there08:42 – Learning to lead instead of brute-force everything12:31 – Reframing the associate's value from “not producing” to generating $485k/year13:32 – Key lesson not every associate is wired like the owner some value stability14:47 – Custom compensation models based on associate DNA15:33 – Realizing the yin-yang dynamic made them a stronger team17:31 – Assigning roles based on natural strengths unlocked major growth18:51 – Understanding caregiver business builder entrepreneur archetypes20:00 – Shifted from “have to see patients” to “get to see patients”21:14 – Mission-driven motivation “How can we 10x the miracles?”22:28 – Most valuable TRP resource using stats and vital signs to guide business decisions24:00 – Goal-setting and leveraging data transformed planning and performance24:49 – Regular team stat reviews now drive consistent improvement25:26 – The numbers represent people data leads to better stewardship and growth26:07 – Appreciation for TRP's leadership and the example it sets for the profession26:28 - Coach Oz chats with Success Partner, Dr. Andrew Powell of Better Balance Orthotics, who shares his journey from struggling with flat feet to pioneering orthotics that truly improve posture, balance, and overall patient outcomes. Discover how these innovative orthotics go beyond traditional solutions—helping not just with foot pain but also with headaches, back issues, and fall prevention. Resources MentionedTo learn more about the REM CEO Program, please visit: http://www.theremarkablepractice.com/rem-ceoFor more information about Better Balance please visit: https://betterbalanceorthotics.com/Schedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqt Follow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7Hgg Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.
In this episode, Bradley Hamner tackles a fundamental question that every small business owner faces: Can a business truly grow beyond its owner? While exploring this topic, Bradley shares insights from his work with Blueprint OS and discusses the critical relationship between owner development and business growth.The Bottom Line: A small business cannot grow beyond the mindset, skillset, and toolset of its founder - at least in the revenue ranges most small businesses operate in ($300K-$3M annually).Bradley shares the story of client "Tom" who recently crossed the $1M annual revenue milestone. Tom's leadership team immediately recognized they needed to "become the business owners necessary to have a three-million-dollar business" before attempting to scale further.Upcoming Event AnnouncementMindset of the Entrepreneur WorkshopDates: August 12-13 (Tuesday-Wednesday).Time: 10 AM - 12 PM Central.Format: Virtual, two-day event.Cost: Free.Registration: mba.blueprintos.comThanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.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...
By litigating 80% of his cases, tracking every KPI that matters, and building an intake team with zero missed calls, Blake Swan has scaled Keller Swan to six states and 37+ staff — without losing control. In this episode, Blake breaks down the exact systems and decisions that powered his explosive growth. From AI-backed intake to profit-by-pod dashboards, you'll learn how discipline, data, and strategy drive outsized results. In this conversation, Eric shares: Why filing early and often leads to higher-value cases How to build an intake culture that runs 24/7 — without burnout The two-minute rule that cut wash rate to nearly zero How Blake uses dashboards and KPIs to drive accountability firm-wide Why he expanded into six states — and how he chose which ones PIMCON 2025 Tickets On Sale Now. Get yours today! Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok
Kiera takes listeners behind the scenes of Dental A-Team, sharing what exactly happens in Doctor Mastermind conversations. This includes unfiltered Kiera and consultants sharing top-level expertise, elite doctors sharing secrets of the trade, wealth diversification conversations, and so much more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:01) Hello, Dental A Team listeners, this is Kiera and I hope today's just a great day. I really do hope that you're thriving and not just surviving right now. I hope that you're fulfilled and you're not just living there, going along and really disliking your life because I believe we get one life. So let's make it the most fun that we possibly can. You guys today, I wanna take you behind the scenes of Dental A Team. Like let's take you behind the curtain and just kinda let you see what goes on behind the scenes. There's some really awesome things that Dental A Team is doing and I feel like it's really fun to just know like, okay, what does consulting look like behind the scenes? What things do you have in place? And I wanted you to see like what happens behind the scenes. We have Dr. Masterminds, ⁓ what happens in there, what happens with your team meetings? What does it look like? And so if you've ever been curious of what's behind the scenes in consulting, well, welcome. I wanted to take you behind the scenes. So just so you know, Dental A Team was created to help doctors and practice owners ⁓ not just survive, but thrive. to help teams not just survive but thrive, to be able to say yes to more things in your life by being focused on what you as a person want to achieve, improving your leadership, improving your life and like truly your personal life, making sure your business is working for you and not the other way around. We also do it on profitability, making sure you're profitable, that the cash flow is there, that it's predictable, that you understand where your numbers are at and then having systems and team development. We call that the yes model so you can say yes to more in your life. So you, earnings, system and team development. And that's really what our. the whole thing about consulting is. So what we do is we literally take you and we have an introductory call and we look to see what your practice is like, where your gaps are, and basically build a game plan with you of what is this gonna look like over the next 12 months together. And we decide, hey, where are you at? you a practice where we're gonna fly into your practice? Is this a practice where we're going to just do virtual calls with you? What's going to be the best option? And I will say our most popular and what most people want is someone to fly to the practice. ⁓ And so behind the scenes, what happens from there is once we decide what... what type of consulting is going to be best for you and your practice. From there, then you get paired with a consultant. You're like, how do you know the consultants? I'm like, well, my background needs to be marriage and family therapy. Like literally, I'm really good at reading people and 90 % of the time we get a perfect match. And what we're looking for is your practice needs the consultant skills and what they've done because all of our consultants have a clinical and front office experience and they've all had to grow multiple practices. So some come from DSO. All of them have had to come from private practice. They literally have been there, done that, done it successfully. And we're looking for personality types. Are you going to jive? Some consultants are very high energy and some are a little more lower energy, more calm. ⁓ What's going to pair well with your team? What's going to be like, I remember there was one office and they said, Kiera, my team. There I was like, wow, Kiera comes in with a lot of energy. We get. along better with no BS Brit, which is true. Brit doesn't come in looking like she's a hummingbird on Monster. She walks in a calm, cool, collected. She's chill. Some offices need a hummingbird on Monster. Others need a Brit who's more calm, cool, collected. So we're looking at experience, personality fit, and then also what's going to truly drive and get the results you're looking for. So that's really how we match you with your consultant. Then after that, your consultant, you and them, get on calls. We get on calls every other week. So we're really working with you to make sure that there's accountability, but it's not too often and you're not depending on us, but you have time to actually make some headway in between those. So it's set calls. So you always know perfect. I've got my set calls. They're also really good accountability check-ins. So I have a personal trainer and we used to do only virtual and I had a call with her all the time and I actually did better on my workouts than I do when I see her in person because I knew we had a set call and I had to show up with my results because she was going to ask me about them. And that's actually why we have these set calls. So you always follow through on the accountability because we're really big on making sure that what we commit to, what we put into place, we're truly driving results forward. You do not need to be perfect. We just need to make sure that we're getting the results we want. We're tracking our numbers. We're looking at the P &Ls. We're looking at your KPIs. We're looking at your team. And we're also talking about the issues and the growth of where you want to go in your practice. So we've got those two calls. And then in between those two calls, you literally get to texts, calls, emails, whatever you need. At any time you have a consultant in your pocket, any moment. So whatever comes up, because business does not happen on set cadences. at the most random times. So you always have a consultant at your fingertips. And then I think the part that I really wanted to show you behind the scenes is every single month we have a doctor mastermind. It's the first Tuesday of the month and we call it think tank Tuesday. And this is where I ⁓ tell all of our doctors, this is where you're basically hanging out in Kiera's living room, virtually. Right? Like I want you to just like let your hair down. I don't care if you're making dinner. I don't care if your kids are there. I want you as a human. I don't care if you're driving home. I don't care if you're at the swim meet. We have doctors. all over the place because this is your real life. And I want you to just pretend like we're hanging out in a living room, let your hair down. There are no team members allowed at these think tanks because I want doctors to fill a safe space where they can talk about it they can talk about with other doctors of what's going on. What do they suggest? On here we have guest speakers that come in. We also, a lot of times this is my mastermind. This is my billion dollar club group where I just want to hang out and I want to talk about things that aren't talked about all the time. So for example, last month we went through and we did one on a P &L deep dive. And these are things that I do not share on the podcast. These are things that are not shared publicly. These are things that I reserved specifically. So it's the 10 % that's reserved for only our Dr. Mastermind. And I'm really digging deep with them and I'm showing them things that we specifically do in our company. So things that I'm not going to necessarily publicly announce on the podcast. I share a lot of our life here, but we actually went through an entire P &L deep dive and we showed them exactly what we do in our company and how we do it how you can get your office managers there. and how you're able to look for the profitability, how we set up projections, how we're able to grow and scale, how we're able to get right people, right seats. We did another one with org charts and we broke it down. We brought in ⁓ Prosperity and Brian Harris talking about embezzlement, things that we will never share publicly, but specifically for our doctors. We bring in different guest speakers. ⁓ bring in, we have them like work on different business models. I did one where we worked on a lemonade stand to show them how they can in crisis mode on their business, pivot, shift and adjust. We often will do like an issues list of what's going on, what are the hot topics people are dealing with, and then let's collectively work on it. So we have a doctor who's going through some interesting things with legal within their practice and using the whole team. We have another practice that's struggling with their finances and using collectively the whole team will sometimes hot seat our offices and let them work together. So really it's, I would say it's my most high level material that ever comes forward. And I think when you see behind behind the curtain of what's happening in the Stockroom Master Room. Like I said, you get to attend, parts of it are recorded, but then I always do what's called the after party. The after party is where I feel like it's ⁓ Kiera unfiltered. ⁓ There are no cameras going, there's nothing being recorded, there's no AI bots allowed to be in there. It is literally Kiera unfiltered. And we will talk about where we think the world's going, what we think we need to be prepared for, what we think about political pieces. These are things that honestly I will not publicly ever speak about and I only reserve them for our doctor mastermind. And the rules of it are there is no recording. And if I ever find out that people are recording, they will be immediately dismissed because we need a space in this world as business owners and as colleagues and as entrepreneurs to be able to speak freely, to be able to speak safely, to be able to share what's on our hearts, to be able to talk about team members without our team members being there. Team members don't worry, it's not in a negative way. It's truly like, hey, I'm struggling. I don't know what to do with this and I need help. Because what I found is in business ownership, it can be so lonely. can be so just ⁓ sad, if you will. It can be like, gosh, I feel like I just need help. And so what we wanted is to create this space. Like I said, you're hanging out in my living room. We're having these ⁓ dinner conversations, if you will, of whatever's on your mind. And it's just, it's really fun. And I feel like it's, people have told me that they absolutely love being a part of Think Tank, because it's a space where people come and they, They just, I feel like it's something where they just are able to be themselves. It's the first time you're not expected to be a doctor. You're not expected to be the one who knows everything. You're not expected to do X, Y, or Z. None of those things are an expectation. You're able to just show up and be. You're able to show up and feel safe. You're able to show up and just hang out. And so a lot of the pieces that we've been doing are, we also have like doctors. We have some of our elite doctors share secrets that they do in their practice. So. people on how they do branding, other people on DSO conversations. We literally had a very ⁓ controversial think tank where we brought in and we talked to pros and cons of DSOs and should I sell to DSOs and what do people think and what are people navigating because it's so hard. It's hard to find out ⁓ like, what are we going to do and how are we going to do this? And like, what are the different pieces and what should I do and how do I navigate through this of people that truly are like-minded? that are just like you. And so other things that we have are like wealth diversification. We're talking a lot about wealth and where we're going to go with wealth and how we're going to be able to do these things and multi practices. Should we do it or should we not do it? Should we, ⁓ how do we create one through 10 year plans? ⁓ Team conversations. Tiffany does an amazing job of talking leadership and hard conversations and ⁓ strategies like billing strategies again that we're not sharing on the podcast. And so really just showing you like behind the scenes we bring in. We had a really awesome guest come in and talk to us about how to use resources and tools to hire better and get right people right seats. Talking about like, we have some authors that come and speak to us. We have some clinical dentistry. We have offices talk about how they're able to scale and grow and real talk. Like, what are we really afraid of? Like, what's really going on in our world? Let's talk about identity loss. Like, what happens when you stop having your practice? Like, what are you going to do there? And just different zones, different areas. ⁓ Doctors who are really smart, we had a doctor come and chat with us about associate onboarding and how they're able to get their associates producing over a hundred grand like six to eight months into practice, like to hiring them. Like that's a huge feat that most aren't able to do. And this is straight out of school. And so sharing those tips, sharing those resources, ⁓ I think is one of the most valuable pieces of our consulting because... ⁓ business owner. attend Tony Robbins. I'm in Tony Robbins elite coaching where I literally have been to his house. There's about 40, 50 of us that go and I put myself in those circles to be able to bring back information to our group of things that like I'm working with multi-million billionaires across the board, rubbing shoulders with them, asking them of things, getting resources, figuring out like what are their VA companies that they're using for virtual assistants? How are they growing? How are they scaling? There's people in medical, there's people in real estate learning from Ray Dalio speaking to us on wealth diversification, talking to really brilliant people to find out to make sure that I am living my best, highest self to then also bring back to our doctors. Our teams are bringing back things that they're hearing from offices to be able to bring their best pieces to help them create org charts and clarity and whatever it is, those are the pieces that we're bringing into our think tank. And like I said, being an owner. Seeing this, I wanted people to truly figure out how can I do this? Like, can I, how can we create this? How can we build this? How can we sustain this? And so having that as a space every single month for our doctors. And some months I think we have better topics than others, but always the after party is a place where I feel like people really truly come to unite, to help each other, to grow. And I think it's just a really special place. So we have our, your specific practice consulting, then we have where we'll fly to your practice. And in that day and a half, had a really awesome testimonial from a client. said, Kiera, Tiff, Britt, Dental A Team, what you guys are able to accomplish in a day and a half visit is what it usually takes me six to 12 months to accomplish. And I feel like that is something of just huge appreciation and gratitude because our consultants really do drive value. This is not an office that I consult, it's another consultant on our team. And I feel like just knowing that that's the value of us coming into your practice, like that's the ROI that I can't explain to you until you've experienced it. It is. getting your whole team aligned, it's getting things in place, it's fixing little things that you didn't even know were a problem that we see in other offices that we can come execute and implement for you. And really getting your whole team aligned in such a fun, easy way. So we're working on doctor, we're working on leadership, we're working on case acceptance, we're working on getting team alignment, we're listening to hygiene exams, we're looking at your numbers and metrics. ⁓ And then what we're really doing is every single month we're assessing you as a person, your earnings and profitability and the systems and team development. What do we need to do based on those numbers? And then in addition to that, we have one other fun thing behind the scenes curtain of our consulting where we actually come in person for these in-person doctor and office manager or leadership masterminds. And they are so special. These are really like being in a very intimate setting. So we cap it right now. It's around 50 people that we bring in and we we do life and business on purpose. And so we teach you how to do like the last time we taught people how to life map and how to look at their entire life, because we were like, how do I have time to do it all? And it's like, let's actually teach you how to do it in a very strategic way. We did leadership hard conversations and how to make hard conversations easy. And we actually practiced with each other. So we actually lined up office managers and doctors from other offices and had them actually ask the questions and role play with someone who's not your person to give them feedback on how they could actually land these conversations better with their teammates and to have both doctor and office manager they're learning. We did almost like speed dating where we had people go with other offices and ask their questions and give value. So it's always a give and receive within our community. We hot seated offices, so like your biggest pressing issues and had a group of people help you out on it. We had everybody like list off all the issues that they're dealing with in the practice and made this giant list of issues and actually started collectively as a group, solving it, sharing resources. And it was probably one of my favorite pieces of the entire event where we all worked together to solve. We did a deep dive on the P &L and chart of accounts and teaching people how to look at them and saving for taxes and saving for their buckets and creating the fun in life and helping team members understand this as well. And just doing it in a really positive life on purpose, business on purpose. Like we had people tell us that those in-person masterminds were worth their entire year of consulting by the value that they got, the energy that they got, the... And then we do it a day and a half. Like we have five people in Thursday night, if they want to hang out, they do not need to. We're there all day Friday and it's half day Saturday so you can fly home. We try to make it really awesome, really easy, really intentional, ⁓ but where it's high value. And then everybody hangs out Friday night together. We wanted it to be a networking opportunity and something really awesome that we did that I don't think a lot of other people do is we built it to where we had people's strengths. And so if I'm struggling with ⁓ office management leadership, we've literally listed off the office managers or the doctors that were there. And if they were really good at it. who you should go talk to and made it really easy for people to network, to connect, to share ideas. We had AI innovation. Just again, things that are not shared publicly because I wanted, there's a zone where I want to give as much value to this world. There's also a zone of there's 10 % that I will never speak publicly about. It's a space where I want to hold it back for our clients, not because I don't want to share it, but because. It's stuff of, it's maybe a little highly charged, ⁓ sharing opinions and doing it in a safe way where you know that you're not judged and that people want to hear the ideas and it's safe and it's a space for us to have deeper conversations, more in depth, working on your practice for you and really ensuring that we're driving your results. And so that hopefully is just like a sneak peek behind the curtain. And what does consulting look like? What do we do in these doctor masterminds? What do we do on these calls? Like I said, it's always looking at your numbers. It's always looking at your systems, looking at you and your vision in your life and making sure we're getting the results for you. And like I said, collectively across the board, we're always giving at least a 30 % increase in production. Now again, some are higher, some are lower. You've got to show up to the table too. We are incredible at what we do, but it's a two-way street. You've got to be ready for it. It's just like, can't expect my gym trainer to get me six pack abs when I'm eating candy every single meal and I'm not working out. That's impossible. She gave me the plan. She gave me the map. She did everything she was supposed to. I also have to show up. And so it's two way. But I think having someone there, having somebody who checks in on you, somebody who's not going to let you fail, somebody who's so committed to you and your results and your team on your side, it's a cheerleader behind the scenes. It's one of the greatest gifts I think we could ever give any business owner and team. And that's something I think that's just really special that sets the only team apart is we do this specifically for you. and your team. We're not just expecting you to take everything back and go implement with your team. So we hear you in our doctor masterminds, we hear you in our visits and we get the whole team bought in as well. have implementation days to help your team get bought into it. That way it's not all on your shoulders, doctors. It's not all on your shoulders. And so I thought it would just be fun today of like what really happens in these mastermind calls, what really happens in these in-person events, what really happens when you fly to our practices. And what I will tell you is as a business owner, I believe in RO. And so our team knows, we always say Dental A Team equals results. And our team has passion for excellence and results focused to make sure that you're getting the results you want, to make sure that we are delivering at the highest value. And I will tell you, it is magic to watch offices change. is magic to watch people get their lives back. It's magic to watch people get excited and reinvigorated over dentistry when they lost that passion and that sparkle of something that they loved so much. So that just inspires you. If you're like, gosh, I really am curious if I'd be a good fit. Like I said, I'm really sticky on making sure that we have this great community of humans. Consultants are joining us from other consulting companies and like, Carrie, I don't know what you do. You bring in the best people. And I'm like, well, great. That makes me so happy. And it really is that I want people that are like-minded. I want people that are excited. I want people that want to give and to receive. I want people who are committed to themselves. I want people who want to live life on purpose, who want to do business on purpose, who, even though they don't know all the answers, they're not afraid to ask the questions. ⁓ that are willing to help their fellow neighbor to show up and to talk about things that aren't necessarily publicly talked about and to share opinions in a safe space and to hold space for one another with no judgment, but true like care and curiosity. I want people who know that there's a higher, a next level and they want to go for it. I want people who are curious about the future. I want people who ⁓ challenge and inspire. I want people and As I say this list, you might be sitting there judging yourself unfairly and saying like, well, I'm not that person. And what I will say is, ⁓ you actually are that person. Because if you don't think you are, you probably are. And if you are that person that's like, yeah, this is me, this is what I want to do, you are also that person too. I found that 90 % of the people that we talked to are incredible fits. The only people who aren't great fits are those who are so egotistical and arrogant and rude to their teams that I'm like, thank you, but no, thank you, you're just not a great fit. because I believe that I want people who are invested in their teams. I people who love dentistry, even if they don't love dentistry, but they love business. I want people that want to get to that next level. I want people that are hungry. I want people that love life and know that there's a better way and a higher way of living life. I want people who want to expand on their leadership and be their best leaders to show for their team and their families and themselves. Those are the people. So that's your DNA. like, well, I just talked about, sounds fun and exciting. I'd love to chat with you. I truly would. I love meeting people. I love people on the podcast. And I love just giving you a space to feel safe, to feel seen, to feel heard, to feel like there's answers and solutions, to feel a lift in life, to feel like there's hope, to give you that silver lining and joy again. So if that fills and resonates with you, I'd love to have you join us. So reach out, Hello@TheDentalATeam.com. Just know that we are committed to you, that we love you. I think all of our consultants would say that they absolutely love their clients as humans and they're so proud of the work that they're doing. And I think it's just a very positive space. It's a very collaborative space and it's a very results focused space. ⁓ And so join us. I'd love to have you reach out. Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.
Your fierce commitment as a studio owner can lead to the disastrous trap of micromanaging. This lose-lose approach usually ends up with you burning out and your staff leaving. Join Coaches Matt Hanton and Caroline Plambeck for practical suggestions on how to escape this common mistake in Episode 671: Stop Micromanaging: How to Empower Your Staff. Let it go: accept that it's OK if the job is done at 80% of how you'd do it Delegate and educate: introduce autonomy gradually and share clear SOPs Paint the big picture: teach your team the “why” behind the work Empower and align: allow freedom within the framework to reach KPIs/outcomes Help, not hover: check in, invite questions and ask for feedback Y'all, micromanaging is like helicopter parenting. No bueno. Break away so that your fear or need for control doesn't frustrate your team or stifle your business. Learn how in Episode 671. Catch you there, Lise PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/
Send us a textIf your marketing feels scattered, your team's unclear on what's working, and the KPIs don't connect to revenue, this episode was built for you.I sat down with Josh Ramsey, fractional CMO, founder of JRCMO and a full-stack marketing agency, and the strategist behind more than 80,000 campaigns. We talk about what happens when marketing becomes too tactical, and how to rebuild from a systems-level perspective.Josh shares why clarity in messaging, positioning, and internal operations matters more than chasing the next trend, especially for digital agency owners scaling past 7 figures. He breaks down how he uses personalized KPIs, 30-day diagnostic audits, and team alignment frameworks to fix the real problems under the hood. This episode explores blind spots, strategic navigation, and how a fractional CMO can help you scale without wasting time, money, or team energy.
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
998: How are executives creating value from AI investment? In this Technovation episode, we feature a panel from our most recent Metis Strategy Summit where Metis Strategy's Chris Davis moderates a panel on how companies can unlock real value from their investment in AI with AMD CIO Hasmukh Ranjan, Palantir CIO Jim Siders, and Ingram Micro CTO Dham Pathervellai. The panel shares bold strategies for AI adoption, including AMD's “Four A's” maturity model, Palantir's mandate to scale lean with high impact, and Ingram Micro's marketplace revolution powered by GenAI. With an emphasis on data ownership, productivity KPIs, and shifting product development mindsets, this conversation offers a playbook for turning AI talk into measurable impact. Key themes include: AMD's assist-to-autonomous AI framework and data-centric strategy Palantir's edge IT model and shift to generalist engineering teams Ingram Micro's GenAI integration and “Come as you are” partner model Rethinking productivity, talent models, and data governance for AI scale
Venture Unlocked: The playbook for venture capital managers.
Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital.In this episode, I sit down with Jack Altman, Managing Partner at Alt Capital. We unpack Jack's journey from Lattice CEO to venture capitalist. We dive deep into the nuances of venture investing, exploring how operators transition into investors, the importance of founder relationships, and the critical elements of successful early-stage investing. Jack shares candid insights about evaluating talent, providing tough feedback, and navigating the current AI technology landscape. His most compelling advice centers on the importance of backing founders you truly believe in, regardless of market fluctuations. As we discuss everything from fund strategies to valuation challenges, the conversation reveals the complex art of venture capital – a world where relationships, intuition, and long-term vision matter more than short-term metrics.Thanks for listening to another episode of Venture Unlocked. We hope you enjoyed our conversation with Jack. If you'd like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or go to Apple Podcasts or Spotify and subscribe. Thanks again for listeningAbout Jack:Jack Altman is the founder and Managing Partner of Alt Capital, a $150 million early-stage venture fund he launched in February 2024 that has invested in Antares, David AI, Legora, and Owner, among others. Jack is also an investor in companies like Figma, Rippling, Writer, and Vanta. Prior to his career in investing, Jack co‑founded and led Lattice, an HR and people-performance platform that grew to serve thousands of global companies and reached a $3 billion valuation before he transitioned into his role as Executive Chairman. With a background that includes roles in corporate finance and business development, Jack honed his startup expertise at Teespring and Hydrazine Capital before building Lattice from the ground up. Now at Alt Capital, Jack combines his founder-to-investor experience to back innovators in B2B software and hard tech. He's launched initiatives like the Generate accelerator, offering expert mentorship and resources to AI-driven startups—underscoring his commitment to pragmatic, conviction-led investing.Alt Capital is an early-stage venture firm focused on backing exceptional founders across industries, predominantly B2B software and hard tech. With a $150 million debut fund launched in 2024, Alt Capital takes a founder-first, conviction-driven approach to investing—leveraging Founder Jack Altman's experience scaling Lattice into a $3B company to support startups through their earliest and most pivotal stages. Alt Capital prioritizes long-term partnership, practical guidance, and high-conviction bets over volume-based investing. In a short time, Alt Capital has already positioned itself as a go-to firm for ambitious founders building the next wave of category-defining companies.In this episode, we discuss:* Jack's Transition: Operator to Investor (1:47)* Early Surprises in Running a Venture Firm (4:05)* Types of Venture Capitalists and Motivations (6:37)* Brutal Honesty vs. Founder Friendliness (9:51)* Earning the Right to Give Advice (13:19)* What Makes a Good Venture Capitalist (18:22)* Evaluating Founders: Motivations and Outlier Traits (21:20)* Measuring Success in Venture: Feedback Loops and KPIs (26:53)* Big vs. Small Venture Firms: Different Models (29:47)* Venture as Different Financial Products (32:35)* AI, Market Size, and Valuation Inflation (34:13)* Underwriting and Fund Size Strategy (37:45)* Biggest Lesson Learned in Venture (43:19)* Final Thoughts and Takeaways (44:55)I'd love to know what you took away from this conversation with Jack. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com
High Culture Hiring – so nennt Medizinalcannabis-Scale-up enua sein kompromissloses Recruiting-System. Deshalb habe ich mit CEO Albert Schwarzmeier gesprochen, um herauszufinden, wie er in nur zwei Jahren von 15 auf 51 Mitarbeitende gewachsen ist – und zwar profitabel, ganz ohne Burn-rate. Zunächst einmal: Schnelles Wachstum gelingt nur mit den richtigen Leuten. Darum definiert enua jede Rolle glasklar nach Purpose, Impact, KPIs und Culture Fit, bevor eine Anzeige live geht. Dann öffnet sich der Funnel aus LinkedIn-Posts, StepStone-Ads und einem starken Empfehlungsprogramm, das bereits 30 % aller Neueinstellungen liefert. Außerdem punktet das Team mit Tempo. HR meldet sich innerhalb von 48 Stunden im Videocall. Danach folgt der Hiring-Manager noch in derselben Woche. Schließlich trifft jede Bewerberin oder jeder Bewerber spätestens am siebten Tag eine Geschäftsführerin oder einen Geschäftsführer. Fällt ein Daumen im Panel nach unten, endet der Prozess sofort – daher spart enua Zeit, Geld und Nerven. Das Konzept endet natürlich nicht mit der Unterschrift. Somit führt das Onboarding neue Kolleg:innen in den ersten 30 Tagen gezielt durch Sales, Supply Chain, Data & Quality. Dadurch verstehen sie das hoch regulierte Produkt blitzschnell und liefern schon in Woche vier erste Quick Wins. Das Ergebnis: nahezu keine Kündigungen in der Probezeit. Zugleich bleibt Recruiting Chefsache. Albert veröffentlicht wöchentlich drei LinkedIn-Beiträge, misst Employer-Branding-KPIs und gibt jede Einstellung persönlich frei. Auf diese Weise schützt er die Kultur, obwohl das Team rasant wächst. Hinzu kommt ein konsequentes Reporting. Jede Woche prüft das People-Team Time-to-Hire, Funnel-Conversion und Cost-per-Hire. Sobald ein Ziel verfehlt wird, reagiert enua sofort – sei es mit neuen Sourcing-Quellen oder angepassten Interviewfragen. Mein Fazit: High Culture Hiring ist ein echter Wachstumsbooster. Wer seine Kultur messbar macht und jede Einstellung an klaren Kriterien ausrichtet, gewinnt den War for Talent – sogar in Nischen wie Medizinalcannabis. Daher solltest du jetzt reinhören, wenn du dein Recruiting auf High-Speed und High-Quality bringen willst. In der Episode bekommst du Alberts komplette Checkliste zum Nachbauen.
Growing your practice can be incredibly exciting, but incredibly intimidating. Kiera tells listeners how they can scale with confidence by giving specific questions to ask yourself. These include: Are your systems running smoothly? Are your teams aligned and accountable? Do you have a clear data back-growth plan? And more! 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 today I'm super jazzed because I feel like this is such a great question that so many offices ask me of like, okay, Kiera, how do I know that my practice is ready for the next level? How do know I'm ready to add in more team members? How do I know I'm ready to add an associate? How do know if I'm ready to add another location? And I feel like so many of these things sit in our brains and we're always wondering like, how do you know? It's like, how do you know when you're ready for the next baby? but instead of like babies, which like really, how do you really know? There are certain things to know or how do you know if you're ready to get married? Well, there are certain things actually. So let's take some of that guesswork out, make this a little bit more fun and have a great time on today's podcast. I'm excited and I hope you're excited. The Dental A Team was built for doctors. It's built for team members. That's why it's called Dental A Team. It's consulting for dentists and teams. I hate as a business owner where people just teach me and I have go try and take it back to my team. but I love being taught, I love being focused and I love having high level and then I love having implementable things for my team, but from someone who's been there, done that and done that successfully. So that's what we've created. We have a space for doctors and CEOs and entrepreneurs to come and get together like-minded where we're talking high level. This is where I come into play. We have fun, we have business freaking tactics. We call it Think Tank Tuesday and we literally get all together and have a great time. And then we have our in-person mastermind where we're doing the same thing as business and life on purpose. And then we have our consultants, including myself, our consultants then work with your team. We're going to be teaching your team members how to make your vision a reality, how to scale, how to have the conversations. I say we're like little fairy godmothers for your team members, where we literally are hanging out with them to help them know the resources and the easiest path to get the results they're looking for. That's what we're obsessed about. That's what we do for offices. And I hope that we're a part of your office. And if not, I hope we're apart really, really soon. All right, you guys, let's dig into how do we scale with confidence? Because growth is super freaking exciting. Like, oh my gosh, we're growing. But back to me, when I first started, we were 500,000 to 2.4 million in nine months in my first location. We bought our second location and you better believe it was fire. And fire is exciting, but it burns hot. And it got hotter and hotter and hotter. And it was because I didn't have a plan. We just were like, sweet, we're at this amount. So let's buy our second location. And it became mayhem and it became crazy. And so it's one of those things of like fires can be beautiful and we can sit there and roast s'mores. But fires can also be very, very volatile. They can destroy, they can burn fast and they can burn hot. And so this is a zone where if we have a plan, we're going to do really well. If not, we get burnout, we get turnover, we get stalled progress. We actually get sloppy. We actually could fall into really scary things. Like for us, it was full blown burnout. I was on burnout or my owner was on burnout. We were working from 2 a.m. till 10 p.m. every single day. ⁓ Our marriages were falling apart. Like everything was bad. Everything. It was not good. and we would show up to work just to feel like we were like barely, like nose barely above water, but you better believe there's water getting into that. And so this is something where I really wanted to come on today of how do you know and how can we scale with strategy? How can we scale and know that we're ready for the next level? Because if I would have known this, I would not have bought my second practice. I would have optimized my first practice. I would have put a few more things into place and then bought the second location. But you know, I was young, dumb, I was reckless. We were just like. We can do this. did the first one, but the first one wasn't like barely hanging on. We had two pending lawsuits on us. Like there were wild things going on, but yet shoot. I think that sometimes it's good to have a little bit of naive, ⁓ but I think it's more important to have a good plan and a good process. So this is the goal. It's not about adding ops and team members. It's truly about making sure our foundation's awesome, making sure that we know what we're doing, making sure we've got a good plan and then executing it. And that does not mean it needs to take a long time. You can scale very quickly, just making sure you have a few key places. And I like to tell people our goal is to get flagship practice number one solid. We stamp it out and then we just stamp it out, map it out. We have a few nuances that we change based on location and demographics, but generally speaking, it's about the same thing. ⁓ $1 million, one practices versus multi millions, multi practices, multi ops, two very different models of business. So on that, this is what we love to do today. This episode is really for owners and offices asking the question of what's next, but scaling smart. not fast and also looking at like the DSO landscape of where we headed. Do I DSO? Do I grow? I have a practice and what they were thinking about doing is they're thinking of selling out to a DSO. And I said, cool, but like, what's your plan? I'm like, I still want to keep doing dentistry. And I said, all right, let's look at the numbers. And what was wild is a DSO is going to pay this practice 5 million. And right now you might be like, dude, that's so much. Like I'd sell in a second, like one more bad day and like give me the DSO's number. calling them. But we looked at and I said, all right, let's expand out a couple more ops, which you've already been thinking about doing. And realistically in the next one to two years, like that's what the DSO is going to do. They're going to come in, they're going to expand this out. So either you can sell to them and live here and do it with them, or you can do it before that. And literally we did that. And this practice in two years is making 5 million net profit. And I think about that because it seems so tempting to sell to the DSO and how it's like, but you're giving up all of this. And if we just had a quick plan. This doctor now is working about two days a week. They have associate doctors in place. They have this beautiful building and they're looking for the next expansion piece. Beyond Happy, this is their plan. And they're literally making more than they would have with the DSO. And so just be careful, because I think sometimes DSOs can seem so sexy and alluring when we're having bad days. You better believe it. There have been days when I'm like, someone walks by and offers me a buck for Dental A Team. They get it, right? We all have those days as business owners. That's not a joke. It's real life. But I think this is where we can like, not make reactive decisions, but actually figure out how we wanna scale. And what I will always say is when we scale and what's next, I want you to always ask the question of what do I want in my life and what do I want my life to look like? Because we can scale. You can have 10 practices and say, only wanna work one day a week. That's totally allowed. It's just a different strategy. Or you can say, wanna be a clinician. I love doing the dentistry. Again, different strategy. I was on an on-call yesterday with a potential client and they were like, Garrett, we need systems. We need to have help with our finances. our financials and we also need help training our team. And I was like, rock on, that's right up our alley. And at the very end of the call, I said, Hey, is there anything else you feel like I should, I need to know? they're like, well, yeah, we're considering selling in a year. And I was like, wow, that changes the entire plan of what I would do because I would not be building all the systems if we're planning to sell in a year. I'm going to be cranking your EBITDA. We're going to be working on case acceptance, adding production to this practice to make sure we're getting top dollar for the sale while also making it easy and enjoyable to live there at the same time. So one of those things of where you want to go and what your North Star is, radically changes your question of what's next. It's what's next based on what you want to do. So when we look at this, I really want you to think about and look at these pieces of what's next. And again, some of these things might change depending upon what your next is. If we're selling to a DSO, it looks very different than if we're building a legacy practice. So just know a lot of these pieces might be dependent upon where you want to go. So number one, I think this is a great thing. If you want to grow, you want to add another practice, you want to add more ops, you want to add more team members, you want to grow to the next level financially, is make sure your systems are truly running without you. So you don't need to be there in every single decision. Doctor, you don't have to be answering, signing off on what are we ordering? We don't want to be signing off on payroll. We literally have built this delegation ladder. We have team leads in place. The systems are running where the team can execute daily. We have end of day checklists. We're not having to look over every single thing. We have checklists of what people need to be doing. It's very clean. People are in the right seats. They know what they're doing. We have clear operations manual built out for scheduling, billing, case acceptance, hygiene, all these different areas of our practice. It's clear. We have it mapped. We have documented systems that are followed by all. So not just documented, but truly followed by all. ⁓ And honestly, it's something where doctors, would recommend, a fun thing. You're welcome. I'm giving you a vacation. You leave for two weeks. I want you to leave the practice for two weeks. And when you're gone, I want you to see that practice thrive while you were gone. Did it barely survive? Was the team able to make decisions without you? What systems fell apart and let's fix that. This is something where doctors are always a little nervous to take time off for production. Yes. But I say it is absolutely essential and crucial doctors that you take time, you leave the practice so you can actually find out what's breaking down. Same thing with office managers and leads. We need them to leave. We need you out. And what's wild is when offices, I see them. So for example, I have a doctor. They usually take about two to three weeks up in the summer. They usually take two to three weeks off in the early spring. And it's awesome. And what happens is on those months, production doesn't The practice doesn't fall apart. The office manager is able to execute the way the doctor would execute. Team culture runs the exact same, whether the doctor's there or not. And that to me is a sign of your systems are not dependent upon you. So if you want to do a stress test, rock on. Prep your team. don't just like spring it on them. That doesn't usually go well. but stress test and go for two weeks and see what happens to your practice. And then also look to see when you go around and you're doing your CEO time, let's rate every single department in our practice on a one to 10 of how are they doing? Could they run this without you? Do they know what they need to do? Are we hitting the KPIs that we need to hit? And if not, do we need to put some systems into place that can run independent of you? So that would really be a good stress test of go on vacation and also rate your departments and see where maybe our system is lacking. Now. I will also put a word of caution because a lot of times doctors, are very meticulous. That's why you're dentists. That's why you're working on that little box on the MO and you do so well with your very, very, very, very fine skills because that's what you do day in and day out. A lot of offices are actually ready to scale with their systems. Being systematized where it runs without you does not mean perfect. And I really want you to hear me loud and clear. It is not about being perfect. It's about being scalable and that this can run without you and that you're really able to move things forward. So. A lot of people get stuck and they don't grow because like, don't have every system in place. No, we're talking that like the bulk of your KPIs are able to be hit. The bulk of our systems are able to follow. The culture doesn't dip when you're gone. Production doesn't dip when you're gone. ⁓ But you might be more ready than you think you are. So be careful. There's a second side to it. Make sure that we're good on that rather than just being like, ⁓ my systems will never be perfect. Cause honestly, systems will never be done. Your practice will never, ever, ever, ever, ever be done. But that doesn't mean it's not time to scale. So that's your system's text. Number two. Teams aligned and super accountable. So this is different than the top one because it's about systems running. But when the teams align, this is us hitting our KPIs. So we have leads in place. They own their area. They own their numbers. They hit their metrics consistently. We literally have a weekly leadership meeting. Even if that's just your whole team, we're hitting our metrics. We're reviewing our wins and we're all staying accountable to it. So this is what we're looking for is team high level accountability. If we say we're going to do it, we follow through. If we say we're going to get this KPI, we do it. If we say we set this goal, we hit this goal. And honestly, a big piece of that is we're not having a ton of turnover. So that's helping me know that your practice is stable. Your team is stable. We're hitting these KPIs. So if you're not tracking your data, you're not tracking your numbers, you have no clue. I would strongly advise not growing and adding more ops because all it does is it just makes the chaos even bigger. Trust me, I did it. I had no numbers. I had no KPIs. I had no accountability. I had no team members reporting up. And then all of sudden my problems doubled because now I had a second location and none of this was in place. I will tell you, it is a train wreck. You can get through it. but it is not fun and I almost didn't get through it. So for this is just make sure that we have our leads, make sure that they're reporting. And I have a practice who started doing this and they were around like 3 million ish and they grew to 5 million, but just been putting their numbers in every single week, their leadership teams looking at their numbers, they're making adjustments every quarter. We're setting goals for them and we follow and that's just happening in one year. So exponential growth can happen and be careful because you can actually squeeze more juice out of your lemon. in your current practice by even following these steps. So this can be growth internally. It's kind of like a house, right? Like we can go buy a new house or we can just make our house even more awesome. There was an office that I knew and they literally were like, we can go buy another house, but why don't we just invest the money here? And they've made their house this incredible oasis, made it even better. They have even more fun. That's something that you can do in your practice too. So don't, don't worry. It doesn't mean have to sell. doesn't mean you have to scale. It doesn't mean you have to have multi-practices. It doesn't mean you have to expand. It means you could even do this within your practice, looking at these pieces will exponentially help you grow to the next level with ease. Number three that you're ready for is you have a clear data back growth plan. So we're looking at this and we're making sure that like, our KPIs are tracking and that we are profitable and we have the right patient flow to be able to grow. We have the right team members. We have a pipeline in place to bring on another doctor. We have a pipeline in place to have more hygienists coming in. Like we are not going to get stuck in that area. We have an office manager or regional manager that has the bandwidth to be able to go. Our billing team is very consistent. Our collections sit at 98%. ⁓ And then what we have from here is we're going to have a scaling growth plan. So when I work with offices, we had a doctor reach out. They were at a four ops practice and they're going to an eight, they thought, and we pushed them to a 10. I asked them, are you so glad we went to a 10? And they said, Kiera, the answer is yes. I thought you were crazy. And I was like, nope, you will never regret having more ops. But they started with us. So we're talking four ops to 10 ops. And what we did before is we literally started with this practice. about 12 months before they expand and we started putting together the plan of, all right, we're gonna start saving money. This is how much it's gonna cost. This is how many team members we're going to need. So let's start building the pipeline for it. We're going to need a doctor at this point in time. So you're gonna need to start working on that. We're gonna be meeting with the contractors. We're going to be expanding this out. And honestly, this doctor is so happy because they have the cash. So when they built it out, they weren't cashflow stressed. They had a new patient plan to grow. They had a plan for a new doctor. We had associate onboarding documents in place for them. We had a hygiene pipeline. We had the new patient plan. We had the doctor's plan of what procedures this doctor was going to do. And literally this doctor was like, well, another building just came up. Do you think that I'm ready for it? They had just opened the 10 ops. And I said, well, the answer is I actually think you are pretty well ready for it because we had the KPIs. We were tracking the pieces. We had a plan and we did this for almost 12 months. There's another office that was bringing in a partner. And for 12 months, we figured out how much is their true pay of true compensation. We worked through all those different pieces for them. So that way when the partner bought in, it wasn't this chaos for them. And I think this data-backed growth plan of knowing what the reality is of how much your expenses will be, having things in place, having your reserves, your financial reserves, that's going to make it to where you are not stressed out of your mind when you take this on. Because cashflow, resources, not having enough money. That's going to cause chaos. That's going to cause frustration. This is going to cause like, oh my gosh, I don't think I can do this. Then on top of it, you have systems. Then on top of that, you have team members that aren't accountable. And you're like, oh my gosh, I now have like 25 team members and it's so stressful. And like, I wish I never would have bought the second practice or I wish I never would have expanded. And I'm like, it's not that you wish you would never would have expanded. You wish you would have just done it differently. That's what it is. You wish you would have just done it differently. You wish you would have had a plan in place. You wish you would have had the cashflow for it. Because it does take, like when we expand out, I told this doctor, said, I want you to plan three to six months of reserve of cash of covering all these expenses. So we're building up, building up, building up. They were very profitable at the beginning, like very profitable on this for-off practice. They just were expanding it they were too stuck. Like they had no more space. Same thing with my other practice. They were eight and they went to 15 ops. They were just stuck. But if you don't plan for these pieces, I said, I want you to have three to six months worth of cashflow. when you go into whether we're getting that as a loan or working capital or you're building this up over the next couple of months while we build this out, these doctors are so secure. And then what we do is once we expand it, know that we know the metrics that we need to hit to be able to pay for all these expenses that we just put into place, still give a great patient experience, still give great case acceptance, still give great exams, still give great hygiene, so we're not sitting here stressed out of our minds, we're having to do all these pieces. because my gosh, we just bought this so now like sell as much as we possibly can because I'm stressed out of my mind. It takes all that stress out for these doctors and it really makes it to where they reverse engineer and we figure out staffing, space, systems, finances, protocols, when do we do this, how do we build this out? And it's wild because when you have someone who can coach and guide you through that, it's insane how much better prepared you are. Also with these doctors. We squoze the juice out before they expand it. So how can we maximize and optimize? I another doctor who had four ops. Like, here there's no space. I'm building this building across the street. It was a beautiful building. And I'm like, but you actually have space for one more op in this practice. And they're like, what? Why didn't you come four months earlier? And I was like, well, hi. So we added another op, even in the time they were building the practice, we spent the money on it. And it's crazy because that one op produced about $400,000 $500,000 in just one year in that one extra op. We were then able to take that money and obviously apply it to the next building and they were able to maximize that space that they were in. So looking at that reverse engineering is really going to give you clarity. And so when we look at these three strong signs of you're ready to grow with strong systems in place, team accountability, and then a clear plan forward that you're planning for, you're preparing for, you're executing on, and this is going to truly help you have confidence. Confidence comes from being prepared. Confidence comes not from being perfect. Confidence comes from, know where I'm headed, we've got these pieces. And I tell every single doctor we work with, I'm like, listen, we're gonna do our absolute best to plan and repair. We're gonna do our absolute best to get the numbers in place. There will be things we forget every single time, because we're not perfect. But the antidote to fear is action. The antidote to fear is having a plan. The antidote to knowing if you're ready to go is to be prepared in these areas. And so I really think when you look at this, like, don't have to guess if I should go. Don't guess and be like, Kara, where it's like, we've got the first one, let's just add on a second one. You're welcome to, it's just a thrill of a lifetime that I think adds more burnout, more stress, more chaos than necessary. And I'm like, you can have the same growth, you can have the same scalability, just with more strategy, more fun and more predictability. So if you're interested in about it, don't guess, like just DM us. We have ideas to how to scale, we have different pieces you can DM us scale, you can say like, hey, I'm thinking about this, how do I know? We'll get on a complimentary practice assessment with you. give you like complimentary advice, truly, we're gonna help you build a plan and see how we can fit, how we can help you. But really, if you're thinking about it before you sell to a DSO, even this practice I was talking to, I was like, listen, there's other options because we work with hundreds of practices, we see different scenarios, this is why we get our doctors together, is because the more we learn and the more we educate each other, the better decisions you're able to make. Do not be paralyzed by fear and not make a decision, because what's worse than making a wrong decision is not making a decision. So make the decision. Execute and truly let us be your guide get a guide guide through it. It makes it so much easier You're able to scale faster not be stressed out and really this is what we excel at This is what we're great at so reach out Hello@TheDentalATeam.com comm click on our link on TheDentalATeam.com podcast Make sure you're following along for more tips and tricks because our goal is to make your life less stressful More fun and more predictable and as always thanks for listening. I'll catch you next time on the Dental A Team podcast
As digital infrastructure becomes increasingly interwoven with third-party code, APIs, and AI-generated components, organizations are realizing they can't ignore the origins—or the risks—of their software. Theresa Lanowitz, Chief Evangelist at LevelBlue, joins Sean Martin and Marco Ciappelli to unpack why software supply chain visibility has become a top concern not just for CISOs, but for CEOs as well.Drawing from LevelBlue's Data and AI Accelerator Report, part of their annual Futures Report series, Theresa highlights a striking correlation: 80% of organizations with low software supply chain visibility experienced a breach in the past year, while only 6% with high visibility did. That data underscores the critical role visibility plays in reducing business risk and maintaining operational resilience.More than a technical concern, software supply chain risk is now a boardroom topic. According to the report, CEOs have the highest awareness of this risk—even more than CIOs and CISOs—because of the direct impact on brand reputation, stock value, and partner trust. As Theresa puts it, software has become the “last mile” of digital business, and that makes it everyone's problem.The conversation explores why now is the time to act. Government regulations are increasing, adversarial attacks are intensifying, and organizations are finally beginning to connect software vulnerabilities with business outcomes. Theresa outlines four critical actions: leverage CEO awareness, understand and prioritize vulnerabilities, invest in modern security technologies, and demand transparency from third-party providers.Importantly, cybersecurity culture is emerging as a key differentiator. Companies that embed security KPIs across all business units—and align security with business priorities—are not only more secure, they're also more agile. As software creation moves faster and more modular, the organizations that prioritize visibility and responsibility throughout the supply chain will be best positioned to adapt, grow, and protect their operations.Learn more about LevelBlue: https://itspm.ag/levelblue266f6cNote: This story contains promotional content. Learn more.Guest: Theresa Lanowitz, Chief Evangelist of AT&T Cybersecurity / LevelBlue [@LevelBlueCyber]On LinkedIn | https://www.linkedin.com/in/theresalanowitz/ResourcesTo learn more, download the complete findings of the LevelBlue Threat Trends Report here: https://itspm.ag/levelbyqdpTo download the 2025 LevelBlue Data Accelerator: Software Supply Chain and Cybersecurity report, visit: https://itspm.ag/lbdaf6iLearn more and catch more stories from LevelBlue: https://www.itspmagazine.com/directory/levelblueLearn more about ITSPmagazine Brand Story Podcasts: https://www.itspmagazine.com/purchase-programsNewsletter Archive: https://www.linkedin.com/newsletters/tune-into-the-latest-podcasts-7109347022809309184/Business Newsletter Signup: https://www.itspmagazine.com/itspmagazine-business-updates-sign-upAre you interested in telling your story?https://www.itspmagazine.com/telling-your-story
SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
What does it look like when billion-dollar funds put impact at the core of their investment strategy?In this 3-in-1 compilation episode, we revisit conversations with investors managing tens of billions across public fixed income, public equities, private equity, and impact-focused real estate. Each one makes the case that environmental and social outcomes aren't a tradeoff – but a source of lasting value and market-beating returns.Meet the leaders turning billions into measurable impact:Michele Giddens, Co-Founder and CEO of Bridges Fund ManagementBridges was launched in 2002 with £40 million – including just £10 million in catalytic capital. Today, it manages over £2 billion across private equity, impact real estate, and outcomes contracts. From the start, its mission has been to invest in solutions that drive both a more inclusive economy and a more sustainable planet – ideally, both at once. Michele describes their theory of change simply: addressing systemic social and environmental challenges isn't a tradeoff – it's a way to unlock high-performing markets. Whether it's converting inefficient office buildings into low-carbon co-living hubs or financing housing solutions for marginalized youth, Bridges targets overlooked problems with market-driven solutions.Full episodeBen Dear, Founder and CEO of Osmosis Investment ManagementOsmosis was built on a simple but overlooked idea: companies that generate more economic value while using less carbon, water, and waste will outperform. Ben believed resource efficiency wasn't just good for the planet – it could be a consistent, data-driven investment factor.He was right. Today, Osmosis manages over $17 billion in global public equity strategies, all powered by their own proprietary environmental data. They collect and standardize metrics across carbon, water, and waste – giving them a lens on corporate performance that most investors miss.Their low-risk flagship targets just 0.5–1% above benchmark returns – yet still outperforms two-thirds of global equity funds on Morningstar. Their higher-alpha strategies deliver 2–3% annually, while cutting portfolio footprints by up to 70%.Check out the full interview: Part 1Part 2Stephen M. Liberatore, Head of ESG and Impact for Global Fixed Income at NuveenNuveen manages just over $1 trillion globally – and Steve oversees more than $20 billion of that in ESG and impact-focused public fixed income, across 38 distinct funds.While most associate impact with private markets, Steve has built one of the world's largest impact bond strategies by focusing on public debt. His theory of change is rooted in scale: in 2023, public fixed income financed over $800 billion in climate transition – ten times more than private equity and venture combined.Every security in Steve's portfolios must deliver a direct, measurable environmental or social outcome. That means no sustainability-linked bonds with vague KPIs. Instead, the team targets use-of-proceeds instruments that reduce financing costs for projects like clean energy, affordable housing, and ecosystem restoration – while delivering market-rate returns.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK
In this episode of Executive Conversations, Maeva Cifuentes speaks with Igor Kranjcec, VP of marketing at Farseer and at the Sastanak conference. Igor traces his 15-year shift from traffic-obsessed marketer to revenue-owned operator, explaining how linking every marketer's bonus to closed-won deals ended budget battles and vanity metrics. He breaks down the mechanics of joint sales-marketing deal reviews, share-of-wallet dinners, and full-funnel KPIs that turn marketing into a genuine profit driver. Igor also digs into the psychology of “leading without authority,” showing how project-management rigor plus emotional intelligence lets marketers influence peers and executives without formal power. For new leaders, he shares why landing a visible win in the first 30–60 days is non-negotiable and how to manage up by handing execs decisions—not research. Finally, Igor warns against promoting star performers who refuse to leave execution, and offers a playbook for making support and CS teams accountable for upsell revenue. In this episode, we talk about:revenue accountabilitymarketing-sales alignmentleading without authorityfull-funnel KPIsexecutive buy-in
In this episode, Cristina Flaschen, CEO of Pandium, speaks with Bani Malhotra, a seasoned product leader with experience at Walmart, Shipt, and Narvar. They discuss the complex realities of scaling products, leading through acquisition, and aligning teams around shared goals.Bani's Background and Product-Driven MindsetBani transitioned from investment banking and venture capital into product management. She has spent over a decade building and leading teams, including serving as the first product manager at Shipt during its $550M acquisition by Target. Her approach combines clear communication, deep context, and a strong focus on solving the right problems with the right metrics.Acquisition, Alignment, and Long-Term ThinkingAt Shipt, Bani led the integration of its same-day delivery platform into Target's ecosystem. The project involved technical re-architecture, stakeholder alignment, and careful cultural navigation. Bani and her team made early decisions to build a retailer-agnostic infrastructure, allowing for long-term flexibility while preserving the values of Shipt's marketplace.Building Trust Across Teams and CulturesBani shares her approach to leading cross-functional teams through major change. Her framework—credibility, communication, and context—helped her build trust across both Shipt and Target. From navigating concerns around cannibalization to advocating for shoppers on the ground, she focused on building alignment without compromising core principles.Using Metrics to Drive ClarityBani emphasizes the importance of grounding teams in clear, outcome-focused metrics. She shares lessons on defining success, phasing launches to reduce risk, and staying focused on quality over vanity KPIs. Metrics, she explains, can unify teams and reduce emotional friction in high-stakes environments.Leading with PrecisionThis episode offers practical insights for anyone leading through complexity, whether during M&A, product expansion, or organizational change. Bani's perspective on product leadership is execution-oriented, making this a valuable listen for product and partnership leaders at any stage of growth.For more insights on product, integrations, and SaaS ecosystems, visit www.pandium.com.
In this episode, hosts Lois Houston and Nikita Abraham welcome back Cloud Delivery Lead Sarah Mahalik for a detailed tour of the four pillars of Oracle Fusion Cloud Applications: ERP, HCM, SCM, and CX. Discover how Oracle weaves AI, analytics, and automation into every layer of enterprise operations. Plus, learn how Oracle Modern Best Practice is redefining digital workflows. Oracle Fusion Cloud Applications: Process Essentials https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-hcm/146870 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundations-enterprise-resource-planning-erp/146928/241047 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-scm/146938 https://mylearn.oracle.com/ou/course/oracle-fusion-cloud-applications-foundation-cx/146972 Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ X: https://x.com/Oracle_Edu Special thanks to Arijit Ghosh, David Wright, Kris-Ann Nansen, Radhika Banka, and the OU Studio Team for helping us create this episode. ------------------------------------------------------------- Episode Transcript: 00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started! 00:25 Lois: Hello and welcome to the Oracle University Podcast! I'm Lois Houston, Director of Innovation Programs with Oracle University, and joining me is Nikita Abraham, Team Lead: Editorial Services. Nikita: Hi everyone! Last week, we spoke about Oracle Cloud Apps and the Redwood design system. Today, we'll take a closer look at the four key pillars of Oracle Cloud Apps. Lois: And we're so excited to have Sarah Mahalik back with us. Sarah is a Cloud Delivery Lead here at Oracle. Hi Sarah! In the last episode, we briefly spoke about the various Oracle Cloud Apps offerings and their capabilities. For anyone who missed that episode, can you give us a quick introduction? 01:06 Sarah: Oracle Cloud Applications is an incredibly broad suite that covers many of the most important business functions, from Human Capital Management, Supply Chain Management, to Enterprise Resource Planning and Customer Experience. The products in the Oracle Fusion Cloud Applications suite are organized by functional groups or pillars. All of these applications sit on Oracle Cloud Infrastructure, a foundation built from scratch to support mission-critical applications. Oracle Fusion Applications deliver a single source of truth, enabling quick responses to disruptions and market opportunities. With unified data and consistent business rules, teams can build streamlined end-to-end processes, access real time analytics, and make faster data-driven decisions for improved outcomes. 01:52 Nikita: Ok, let's actually get into each of these areas. I think we can start with Human Capital Management. Sarah: Oracle Human Capital Management is an end-to-end solution that allows you to manage all aspects of people data from hire to retire. It all starts with recruiting, or requisitions are used to advertise vacant positions, and candidates are managed through the hiring process. After recruitment, successful candidates are transferred to the human resources module. You can configure the organization structure to mirror that of your business. And this allows for easy reorganization whenever the structure changes. People data is a staple element of HCM. Therefore, as part of this product, an HR specialist can manage everything about the employee life cycle, including promotions, transfers, general assignment changes, and terminations. A robust self-service offering allows employees and managers to take ownership and responsibility for the data pertaining to themselves and their teams. By removing the burden of simple data processing from the HR specialists, it not only eases the pressure on the HR department but allows them to concentrate on more specialized tasks. 03:00 Lois: And how are the core products of HCM categorized? Sarah: The core products of Human Capital Management are categorized into four main groupings according to their logical purpose. First up, we have our human resources. This grouping includes the elements for implementing and maintaining the enterprise and workforce structure and employee life cycle data. This is where you would configure the organization structure as well as manage an employee's data from the HR specialist point of view. In addition, modules such as benefits, work life, workforce modeling and planning, and advanced HCM controls also sit within this category. This brings us to talent management. This category is one of the largest because it includes recruiting, learning, goals and performance management, career development, succession planning, talent reviews, and compensation. In addition to that, dynamic skills and opportunity marketplace are also included in this grouping. Within workforce management, you'll find absence management and time and labor. These naturally sit together because most organizations that implement both configure it so that an employee can enter both work time and absences on a time card, instead of having to visit two different entry points. You'll also find workforce health and safety here. And finally, payroll. All aspects of payroll are included here, whether you're simply using global payroll or localizations, such as UK, Canada, and Mexico. It also encompasses payroll interface for those organizations that run their payroll from another system, and just need to extract and migrate the relevant data from Fusion HCM Cloud. When talking about HCM systems, we cannot forget the employee self-service aspect of the product. For this, there's an employee experience module called Oracle Me. Here you'll find options, such as HCM communicate, touchpoints, journeys, HR help desk, and Oracle digital assistant. All of these combined enable an employee to take control and ownership of their own data, and use the many self-help options to get the information they need quickly and efficiently. In order to control how the system behaves and how users interact with it and perform the various processes, there are configuration options. These options allow organizations to define such things as the user experience, workflows, and approval policies based on their business requirements. And to meet the constant need for reporting, there's analytics, planning, and data modeling. And in addition to all of that, you can use configuration options, such as extensibility, integration, or import and extracts, security, and adaptive intelligence to help enhance the system and have it working and looking the way you need. Of course, much of these latter configuration items are not exclusive to HCM but are available for the Oracle Fusion Cloud as a whole. 05:47 Lois: That's great. Ok, let's move on to Oracle Enterprise Resource Planning, or ERP. Sarah: This is a complete modern Cloud ERP suite that provides your teams with advanced capabilities, such as AI, to automate the manual processes that slow them down, analytics to react to market shifts in real time, and automatic updates to stay current and gain a competitive advantage. Oracle Cloud ERP automates the entire Record to Report process and provides a common repository of information for global financial reporting and compliance. Within ERP, we have the broadest and deepest suite offering everything you need, from financials, project management, enterprise performance management, risk management and compliance, and analytics. 06:34 Nikita: Sarah, could you break down the different modules within ERP? Sarah: First, we have Financials, which is a global financial platform that connects and automates your financial management processes, including payables, receivables, fixed assets, expenses, and reporting for a clear view into your total financial health. Oracle Project Management offers a single project cloud solution designed to help you gain a complete picture of your organization's project finances and operations. It's seamlessly integrated across the enterprise with the Oracle Fusion Cloud ERP, HCM, and SCM applications. Oracle Fusion Cloud Enterprise Performance Management, or EPM, helps you model and plan across finance, HR, supply chain and sales, streamline the financial close process, and drive better decisions. Oracle Fusion Cloud Risk Management and Compliance is a security and audit solution that controls user access to your Oracle Cloud ERP financial data, monitors user activity, and makes it easier to meet compliance regulations through automation. Oracle Risk Management Compliance uses AI and ML to strengthen financial controls to help prevent cash leaks, enforce audit, and protect against emerging risks, saving you hours of manual work. Oracle Analytics for Cloud ERP complements the embedded analytics in Cloud ERP to provide pre-packaged use cases, predictive analysis, and KPIs based on variance analysis and historical trends. 08:06 Lois: And what about Supply Chain Management? Sarah: Oracle Supply Chain Management empowers organizations to plan, source, make, deliver, and service goods with agility and resilience. It offers a solution that integrates advanced capabilities, such as AI/ML and blockchain, to optimize the supply chain life cycle from start to finish. 08:31 Adopting a multicloud strategy is a big step towards future-proofing your business and we're here to help you navigate this complex landscape. With our suite of courses, you'll gain insights into network connectivity, security protocols, and the considerations of working across different cloud platforms. Start your journey today to multicloud today by visiting mylearn.oracle.com. 08:58 Nikita: Welcome back! Sarah, what makes Oracle Fusion SCM so powerful? Sarah: When it comes to planning, you can leverage strategic, tactical, and operational processes for accurate forecasting and resource alignment. Sourcing and manufacturing help you streamline procurement and production to meet supply and demand efficiently. Inventory and warehousing processes ensure the right goods are available, stored, and managed effectively. Fulfillment is also known as the pick, pack, and ship part of the supply chain and delivery entails order tracking and receipt. Having connected processes in place ensures that billing and revenue recognition are applied correctly on the goods and services. Great customer service models provide accurate tracking of customer orders and deliveries. And this can provide insight for an accurate picture of future planning, manufacturing, and inventory forecasts. This is a constant cycle because information and analytics feed into the planning process. Oracle Supply Chain Management is designed to seamlessly integrate and optimize every step of the supply chain process, ensuring businesses can adapt to dynamic market conditions and customer expectations. The solution supports end-to-end supply chain processes and leverages cutting-edge technologies to transform how organizations manage their operations. In planning, Oracle SCM empowers businesses with advanced planning tools to align supply and demand effectively. Sourcing and manufacturing assists in streamlining procurement and manufacturing workflows to drive efficiency. Inventory and warehousing optimizes inventory and warehouse management processes with intelligent capabilities. Fulfillment delivery helps to accelerate order fulfillment and delivery operations to meet customer needs. And servicing allows you to maintain strong customer relationships through seamless post-sale servicing. Oracle SCM ensures an agile and resilient supply chain with the help of technologies like AI, ML, and blockchain. These tools empower organizations to stay competitive in a fast-paced environment while exceeding customer expectations. 11:03 Lois: To round out our discussion, let's talk about Oracle Customer Experience. Sarah: Customer Experience, or CX, provides the platform and products necessary to capture all customer touch points and interactions. This platform also automates the business process from interest and lead generation to the sale and provision of products and services. The major product areas are marketing, sales, service, and CX platform. 11:32 Nikita: Could you dive a bit deeper into its key areas? Sarah: Oracle Marketing solutions allow you to create targeted cross-channel marketing campaigns, optimize lead generation activities, personalize customer and prospect communication, and automate marketing activities. Use real-time data-driven insights to engage, convert, and nurture buyer relationships to increase sales. Featured products include Eloqua Marketing Automation, Responsys Campaign Management, CrowdTwist Loyalty and Engagement, Infinity Behavioral Intelligence, Unity Customer Data Platform, and more. With Oracle Sales, you can deliver responsive selling across all touchpoints. Oracle Sales guides sellers with intelligent recommendations and gives them a faster path to critical records to help them focus on the right prospects at the right time. The modern, unified selling and buying approach of Oracle CX connects sales and commerce to service, marketing, and the entire customer experience. Featured products include Salesforce Automation, Sales Planning, Sales Performance Management, Configure, Price, and Quote, Subscription Management, Partner Relationship Management, and Customer Data Management. Oracle Service enables you to help customers when and where they need you with automated workflows for customer self-service, agent-assisted service, and Field Service engagements. You can accelerate the resolution of service issues with AI-driven recommendations, unified data visibility, and cross-organization and cross-channel collaboration tools. At Oracle, we make every customer interaction matter by using a suite of CX Cloud applications that connect marketing, sales, customer service, Field Service, and e-commerce. Oracle connects our customer experience systems with finance, supply chain, and HR on a unified cloud platform for a single, dynamic 360-degree view of the customer. 13:31 Lois: Before we wrap up, how does Oracle Modern Best Practice, or OMBP, fit into Oracle Cloud Apps? Sarah: OMBP illustrates common business processes optimized to leverage the latest applications and technologies in Oracle Fusion Applications. Oracle Modern Best Practice comprises reimagined industry standard business processes powered by Oracle technology. Engineered into Fusion Applications, OMBP simplifies and streamlines workflows, enabling organizations to leverage modern, efficient, and scalable practices. As we align more assets with OMBP, there will be a stronger connection between global process owners and business process innovation within a customer's organization. OMBP was derived from over 10,000 successful delivery projects. To publish an OMBP, past Oracle projects were analyzed for successful and unsuccessful processes. Successful processes were reviewed and optimized by product experts, engineers, customers, and key users. Optimized processes were published to OMBP to make them available to other customers. 14:40 Lois: Well, that's it for this episode. Thank you, Sarah, for all of your incredible insights. Nikita: If you want to learn more about what we discussed today, head over to mylearn.oracle.com and take a look at the Oracle Fusion Cloud Applications Process Essentials courses. Until next time, this is Nikita Abraham… Lois: And Lois Houston, signing off! 15:01 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.
In Episode 87 of the Digital Velocity Podcast, Erik Martinez is joined by Corey Morris, CEO of Voltage and author of *The Digital Marketing Success Plan*, to explore how companies can eliminate guesswork and wasted spend in digital marketing by implementing a strategic planning framework. Corey introduces the START process—a five-step framework (Strategy, Tactics, Application, Review, Transformation)—that guides marketing teams in aligning digital channels with business outcomes. Together, Erik and Corey examine common pitfalls such as budget duplication, 'CEO drive-bys,' and siloed KPIs, and reveal how a well-documented and agile plan can bridge the gap between marketing activity and business profitability. Whether you're running a Direct-to-Consumer ecommerce brand, managing an agency, or optimizing B2B campaigns, this episode delivers cross-industry insights for digital marketers ready to turn chaos into clarity and drive measurable ROI. Corey's Book - The Digital Marketing Success Plan Reach Corey at his website: Corey Morris.com
Ever wonder why some businesses seem to run themselves while others fall apart the moment the owner steps away? David Jenyns is back, but this time he's not talking to business owners - he's talking to the unsung heroes who actually make systems work: the "systems champions."His new book, "Systems Champion," isn't another guide for overwhelmed entrepreneurs. Instead, it's for that special person on your team who secretly loves creating checklists and gets excited about process improvements (yes, they exist!).Why Systems Always Get Pushed to TomorrowDavid nails it: systems are "always important but never urgent." Sound familiar? Most business owners are visionary types who'd rather brainstorm the next big idea than document how to answer the phone properly. That's where systems champions come in - they're the bridge between your brilliant ideas and actually getting stuff done consistently.What Makes Someone a Natural Systems ChampionForget looking for years of experience. David says hunt for the young, hungry, curious team members who naturally create their own checklists. They're comfortable with technology, love figuring out how things work, and don't roll their eyes when you mention "process improvement."The AI Game-Changer That Changes EverythingHere's the mind-blowing part: ChatGPT can now turn any video recording into instant process documentation. David's team literally went from needing 7 people to document processes to doing it instantly with AI. We're talking about eliminating weeks of work in minutes.The "First Dancer" SecretYou know that viral video of the lone dancer who starts a movement? That's exactly how systems adoption works. The business owner has to be willing to look silly being the "first dancer," and the systems champion becomes the crucial "first follower" who makes everyone else think it's cool to join in.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system,
Tired of watching leads die in your CRM? In this episode, Heather Deatherage returns to lay out what a real internet sales department should look like in 2025, from hiring and pay structure to process and accountability.You'll hear how to hire reps that don't quit at the first objection, why pay plans must reward appointments (not just sales), and what KPIs every manager should be watching to prevent lead burnout. Plus, Heather breaks down her proven 21-Day Follow-Up Plan — and why some of your salespeople probably shouldn't be answering the phones.Whether you're building a BDC or fixing one that's failing, this episode gives you a complete blueprint.Listen on Spotify: https://spoti.fi/3N9lzfgListen on Apple Podcasts: https://apple.co/43FoanXWatch the Interview: https://youtube.com/@dealershipfixitConnect with Heather: www.linkedin.com/in/heather-deatherageSponsor: https://dealers.motohunt.comFollow the Fixit Podcast: https://linktr.ee/dealershipfixit
“Every contact leaves a trace.” That's not just a principle from forensic science, it's a profound truth about leadership, about life, and about the influence we carry every day, often without realizing it.In this episode, I sit down with Paul Kinkaid former senior British Army officer, global speaker, bestselling author, and Executive Leadership Coach to explore what he calls Forensic Leadership. Paul brings a lifetime of experience leading elite teams in the most challenging environments across 44 countries, and now works with high-performing leaders and teams who know they're doing well… but believe they can do better.What if the legacy of your leadership isn't found in KPIs or formal appraisals, but in the invisible marks you leave on the people around you?What if, in every conversation, meeting, or moment of silence you were leaving red traces or green ones?So as you listen today, ask yourself:Are you leading with intention or simply reacting?Are you leaving behind green traces or red ones?And more importantly… would you follow you?This is a conversation that may not give you all the answers but it will challenge you to ask better questions.connect wit Paul HEREACCESS THE PODCAST LIBRARY & EVERY EPISODE, DEBRIEF & DOCUMENT CLICK HEREPODCAST GIFT - Get your FREE subscription to essential Firefighting publications HERE A big thanks to our partners for supporting this episode.GORE-TEX Professional ClothingMSA The Safety CompanyIDEXFIRE & EVACUATION SERVICE LTD HAIX Footwear - Get offical podcast discount on HAIX HEREXendurance - to hunt performance & endurance 20% off HERE with code ffp20Lyfe Linez - Get Functional Hydration FUEL for FIREFIGHTERS, Clean no sugar for daily hydration. 80% of people live dehydratedSend us a textSupport the show***The views expressed in this episode are those of the individual speakers. Our partners are not responsible for the content of this episode and does not warrant its accuracy or completeness.*** Please support the podcast and its future by clicking HERE and joining our Patreon Crew
In this short segment of the Revenue Builders Podcast, we revisit the discussion with Shopify's CRO Bobby Morrison. We dive into the transformational "pod structure" they've adopted to align cross-functional teams more closely with customer outcomes. Drawing on lessons from his tenure at Microsoft, Morrison explains how Shopify's industry-specific pods streamline collaboration across sales, solution engineers, marketing, and customer success—leading to improved speed, accountability, and customer satisfaction. He also reveals how aligning incentives within these pods reduces internal friction and creates scalable, enterprise-grade execution. This episode is packed with strategic insight for CROs, sales leaders, and go-to-market operators aiming to drive operational efficiency and growth.KEY TAKEAWAYS[00:00:28] Shopify's shift to 16 industry-specific pods was designed to bring cross-functional teams closer to the customer.[00:01:00] Each pod includes sales, solution engineering, launch engineers, and partners all aligned around a single outcome.[00:02:00] At Microsoft, the team spent 70% of their time on internal orchestration, highlighting the inefficiency of siloed roles.[00:03:00] Shopify's pod structure includes defined primary and secondary roles with centralized responsibility and incentives.[00:03:49] All roles in a pod are measured against the same customer cohort, improving continuity and reducing disruption.[00:04:12] Morrison explains how aligning marketing with outcomes (not just MQLs) is helping Shopify eliminate interdepartmental friction.[00:05:00] Shopify is close to assigning at-risk compensation to marketing teams based on segment performance—creating real ownership.[00:05:49] The pod model drives faster decisions, stronger accountability, and less tug-of-war between siloed departments.QUOTES[00:01:00] "All aligned around a single outcome, which is helping our customers win."[00:02:39] "A sales rep could have as many as 87 different people they're working with internally to hit their objective."[00:03:49] "Now the pods are incentivized off of the same customer cohort."[00:04:59] "We're very close to assigning at-risk targets to our marketing team."[00:05:49] "Less tug-of-war that happens between siloed parts of the organization that have different KPIs."Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/ai-driven-sales-innovation-with-bobby-morrisonEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/
In 2021, Krafton splashed huge cash on Subnautica dev Unknown Worlds. Now, the publisher may find out that buyer's remorse isn't a reason for violating a contract. Also… Ubisoft Earnings Circana Reports for May and June 2025 Sony takes a bite out of Bandai Namco On this episode, we discussed a serious attack on artist freedom being perpetrated by payment processors Mastercard and Visa. This attack is motivated by an Australian Christofacist group called Collective Shout that, among other things, does not believe adults should have bodily autonomy. If you would like your voice heard, here are some resources: A compiled resource document by @voiddebris.bsky.social Petitions Change.org ACLU Mastercard Phone (US): 1-800-627-8372 Phone (outside US): 1-636-722-7111 Online submission form Visa Phone (US): 1-800-847-2911 Non-US numbers Online form Some important tips: Phone calls are more impactful than emails. Do not let support reps push you to email, where keywords can filter out your concerns. Keep support reps on calls as long as possible. This creates meaningful and measurable dips in call center productivity that management WILL notice. Call multiple times with the same case number. Call center KPIs include clearing tickets in as short a time and in one call. This is another metric that will grab leadership attention. The service impact should be sustained for at least a month says workforce management professional Elliot Wilson on Bluesky. You can support Virtual Economy's growth via our Ko-Fi and also purchase Virtual Economy merchandise! TIME STAMPS [00:02:59] - Ubisoft Earnings [00:11:08] - Circana Reports on U.S. Video Game Spending for May and June 2025 [00:22:28] - Unknown Worlds v Krafton [00:35:10] - Mastercard and Visa are Ramping Up Their Censorship (Steam, Itch.io) [00:43:54] - Investment Interlude [00:48:01] - Quick Hits [00:50:25] - Bonus Investment Interlude [01:02:16] - Labor Report SOURCES Ubisoft Q1 FY26 Earnings | Ubisoft Ubisoft Names Co-CEOs of Spinoff | Variety KRAFTON ANNOUNCES GAMING INDUSTRY VETERAN STEVE PAPOUTSIS AS NEW CEO OF UNKNOWN WORLDS | Krafton Krafton Delays ‘Subnautica 2' Game Ahead of $250 Million Payout | Bloomberg (Paywall) Fortis Advisors v. Krafton via Aftermath | Scribd (Nicole Carpenter) Steam cracks down on some sex games to appease payment processors | Ars Technica INVESTMENT INTERLUDE Bandai Namco and Sony Sign Strategic Partnership | Bandai Namco Gamefound acquires Indiegogo | Gamefound ‘Subnautica 2' Publisher Krafton Acquires ‘Last Epoch' Developer Eleventh Hour Games for $96 Million | Variety LABOR REPORT Tom Clancy, Star Trek: Bridge Crew Studio Ubisoft Red Storm Lays Off 19, Citing 'Global Cost-saving Efforts' | IGN Virtuos confirms it's laying off 270 workers across Asia and Europe | Game Developer Secret 6 Has Been Closed | Patricia Pérez Menéndez on LinkedIn Secret 6 Madrid workers call off strike after agreeing severance terms with Testronic | Game Developer Report: Wardogs developer Bulkhead is laying off workers | GamesIndustry Airship Interactive entered administration earlier this month | GamesIndustry Report: Wayfinder developer Airship Syndicate is laying off staff | Game Developer Dark Sky Studio Ganymede Games is Shutting Down | Jerry Prochazka on LinkedIn HELP OUR GREG WITH HIS MASTERS DISSERTATION! Our lead moderator and King of Game Showcases, Greg Alderton, is working on his masters dissertation. As part of that, he's conducting research on cozy spaces in games. We'd be delighted if you'd help him by participating in the research phase. All you need to do is download a small file from Itch.io here, take a few minutes to experience the two spaces included, and fill out a short form here. Thank you for helping Greg!
In this throwback episode, Leila (@LeilaHormozi) breaks down the four levels of expectations that every business must set, whether you're running a startup or scaling a team. Discussing core values, brand promises, departmental KPIs, and individual role benchmarks, Leila shows how great leadership starts with giving clear, actionable instructions.Want to scale your business? Apply for one of our scaling workshops here: https://www.acquisition.com/podlWelcome to Build where we talk about the lessons I have learned in scaling big businesses, gaining millions in sales, and helping our portfolio companies do the same. Buckle up, because we're creating an unshakeable business.Want to scale your business? Click here.Follow Leila Hormozi's Socials:LinkedIn | Instagram | YouTube | Twitter | Acquisition
Why Every Project Needs a “Situation Room” In this episode, Jason Schroeder introduces a game-changing idea for modern construction: the Situation Room - a centralized command space to monitor, plan, and respond in real-time. Inspired by legendary builds like the Empire State Building and Boulder Dam, Jason makes the case for creating dedicated rooms where project leaders aren't just reacting, they're orchestrating. From macro Takt plans and KPIs to 3D models and comms access, this isn't just a conference room, it's a mission control for your project. In this episode, you'll discover: What a Situation Room is (and what it's not). How it can radically reduce communication lag and improve flow. Why this approach is essential for both in-person and remote project leadership. The real-world tech setup and layout to make it work on-site. If you like the Elevate Construction podcast, please subscribe for free and you'll never miss an episode. And if you really like the Elevate Construction podcast, I'd appreciate you telling a friend (Maybe even two
In this Marketing Over Coffee: Learn about Key Performance Indicators, iPad as a Second Screen, Comply Tips, and more! Direct Link to File Moonshot Kimi K2 Using AI to monitor your KPIs AI Slide Decks – automating with Apps Script Ask for more at Analytics for Marketers! Get the Book Now! Almost Timeless – 48 […] The post AI Generates Your PowerPoint Deck, Checks your KPIs, and Hulk Hogan appeared first on Marketing Over Coffee Marketing Podcast.
On today's episode of Accelerate Your Business Growth, host Diane sits down with Avi Pinsky, also known as the Business Finance Doctor. Avi brings years of experience as a public accountant to the table, but he's not just crunching numbers—he's focused on helping small business owners truly understand their finances. In this conversation, Avi shares practical and actionable advice on managing cash flow, defining and tracking key performance indicators (KPIs), and evaluating the financial health of a business. He explains why even profitable businesses can struggle if they don't have a handle on their cash flow and offers simple steps owners can take right now to gain clarity and future-proof their companies. Whether you're a seasoned entrepreneur or just launching, this episode is packed with tips to help you drive profit, spot hidden roadblocks, and achieve consistent, sustainable growth. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. We are also honored to be selected by FeedSpot as one of the Top 10 Growth Hacking Podcasts, Top 25 Evergreen Podcasts and Top 50 Business Growth Podcasts on the web. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Learn more about your ad choices. Visit megaphone.fm/adchoices
You won't believe what's happened since we last heard from the Hughes Brothers in their first case study.In this follow-up episode, Dr. Michael and Dr. David Hughes return to share how they scaled from one clinic to five, doubling and even tripling revenue while building a multi-million dollar chiropractic enterprise. They reveal the systems, mindset shifts, and leadership strategies that fueled their explosive growth, plus the lessons they learned acquiring and integrating new practices. This is a behind-the-scenes look at what it really takes to scale big without sacrificing culture or care.In this follow-up you will:Learn the systems that help scale a chiropractic businessUnderstand how to evaluate practices before acquisitionHear how leadership roles drive growth and accountabilityDiscover why slowing down can help you speed up expansionGet tips on building a durable, profitable multi-clinic practiceEpisode Highlights01:30 – Their chiropractic origin story and why they chose this path at age 1405:29 – How overcoming learning disabilities shaped their determination08:00 – Why they invested in coaching even before acquiring their first practice10:09 – The turning point: committing fully to a new system and leadership shift12:29 – How changing their approach to patient conversations transformed conversions13:49 – Doubling to tripling their first clinic's revenue and scaling to five clinics17:00 – How a daughter's move led to their first out-of-state acquisition20:29 – Buying practices from retiring chiropractors and lessons learned21:39 – The critical role of hiring the right associate doctors for expansion23:19 – How metrics, KPIs, and dashboards keep multi-clinic operations aligned25:00 – Why slowing down to simplify and automate was key to scaling26:29 – How they choose which clinics to buy—and when to say no28:29 – The importance of knowing both the numbers and the patient relationships30:49 – Turning underperforming clinics into profitable, systemized practices34:09 – Their big goal: reaching 33 practices in the next five years35:15 - Success Partner, Vanessa Lewis from Investorus sits down with Dr. Bobby to explain how their one-stop financial strategy firm helps chiropractors build real wealth. With services like money coaching, lending advice, property investment, and financial planning, they simplify the process through one dedicated strategist. Learn how you can save money, eliminate bad debt, and grow high-return portfolios without sacrificing time from your practice. Resources MentionedTo learn more about the REM CEO Program, please visit: http://www.theremarkablepractice.com/rem-ceoFor more information about Investorus please visit: www.investorus.com.au Schedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqt Follow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7Hgg Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.
In this episode, host Bradley explores the metaphor of the "genius octopus with a thousand arms" - a vivid image representing business owners who are spread too thin across multiple roles and responsibilities. Drawing inspiration from tech YouTuber Marquez Brownlee's approach to delegation, Bradley presents a strategic framework for systematically removing yourself from day-to-day operations.The phrase "genius with a thousand hands" describes smart business owners who are running around trying to handle everything themselves. Bradley transforms this into the octopus metaphor, where each arm represents a different role or responsibility in the business. The solution? Cut off those arms one at a time through strategic delegation and hiring.The Replacement Ladder FrameworkBased on Dan Martell's concept from "Buy Back Your Time," this framework provides a strategic sequence for removing yourself from business operations:Admin Tasks - Get an Executive Assistant.Delivery - Remove yourself from service delivery.Marketing - Delegate marketing responsibilities.Sales - Step away from sales activities.Leadership - Eventually replace yourself in leadership roles.Stop being the genius octopus with a thousand arms. Use the replacement ladder framework to systematically "cut off" your arms by delegating responsibilities in the right order, allowing you to build a business that runs without you being involved in every aspect of daily operations.Stepping away from being the "genius octopus" starts with your mindset. Join Bradley, Bill Coletti, Chad Cannon, and David Peterson live for The 2 Day MBA: The Mindset of the Entrepreneur August 12th and 13th, 2025 when you register here: https://mba.blueprintos.com.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their
You're spending real money to drive leads… but where are the results? If your internet leads are sitting cold in the CRM, this episode will punch you in the gut (in the best way possible).Heather Deatherage is back, and she's not pulling any punches. She lays out exactly why most powersports dealerships fail at converting online leads, and how to fix it. From why you need a true internet sales team (not a warm body with a login), to 21-day follow-up playbooks, scripting secrets, KPIs, and speed-to-lead strategies that actually get customers through your doors.We're talking:The 15-minute window that wins the sale (or loses it forever)Why your CRM is your most underutilized profit centerThe top 5 killers of lead conversion inside most dealershipsWhy more leads isn't your problem — it's your broken processHow to structure, train, and manage a real internet department that performsStill guessing what to say or how often to follow up? Still letting floor guys “handle” your internet traffic? You're burning money. This episode shows you how to stop the bleeding and start converting.Plus: Heather shares a free action step you can take this week to audit your team's response time, and she even offers a mystery shop to show you where your gaps are.Listen now and stop treating online leads like second-class citizens.Links:More episodes: https://dealershipfixit.comMotoHunt Dealer Tools: dealers.motohunt.com
In this insightful episode of the Cause+Effect Podcast, host Trent Dunham is joined by Joshua Crowther to explore the critical role of measurement in organizational growth and effectiveness. With over 17 years of experience, including a decade leading Dunham+Company's Australian office, Josh brings a wealth of expertise to the conversation. Together, they dive into why measuring outcomes matters, how to define key performance indicators (KPIs), and the importance of balancing data with storytelling. From understanding donor journeys to building accountability within teams, this episode unpacks practical strategies for organizations to measure what truly matters and use those insights to drive greater impact. Whether you're a nonprofit leader, fundraiser, marketer, or strategist, this episode offers actionable takeaways to help you steward resources effectively, communicate your mission clearly, and achieve long-term success. Tune in to learn how effective measurement can transform your organization and amplify its Kingdom impact!
In this thought-provoking episode, Ryan tackles one of the most overlooked transitions in the home service world: moving from the field to the office. After receiving a powerful listener question—"What should I do now that I'm finally working on my business instead of in it?"—Ryan unpacks the journey that many business owners face but few talk about.Drawing from his own path, including his infamous 10-hour first install and his management background, Ryan walks through what it takes to zoom out and lead your business strategically. He dives into setting a vision, building systems, investing in branding, and creating culture that extends beyond your company walls. You'll hear why leadership development is non-negotiable if you want to scale and what “CEO Day” looks like when done right.This episode doesn't shy away from hard truths—like how ego keeps you feeling “needed” but stuck, or how taking out the trash may be costing your business more than you realize. Ryan introduces the “bucket value” analogy to help business owners prioritize their time and delegate low-value tasks. He also shares real-life advice from HVAC legend Matthew Holtkamp, including how to ask, “Can someone else do this?” before taking action.Ryan breaks down why working ON the business means installing systems, not just garage doors, and how to avoid falling back into old habits by setting triggers and KPIs that expose where you're slipping. He also covers the guilt many business owners feel when stepping back—and why it's time to stop apologizing for being a leader.The episode ends with a clear call to invest in your personal and business growth through coaching, masterminds, CRMs, automations, and smarter communication tools. Ryan even teases a new all-in-one messaging platform that could reshape how contractors manage customer interaction across channels.If you're ready to stop wearing every hat and start leading with clarity, this is the episode that'll nudge you forward. Whether you're doing $200K or $20M, the challenges are the same—and the answers start here.Fort Lauderdale Intensive – 2 Seats Left! Join Ryan and the team for a 3-day business growth retreat: Luxury stay, private chef, whiteboard strategy sessions, and life-changing clarity. → garagedooru.com/intensiveFind Ryan at:https://garagedooru.comhttps://aaronoverheaddoors.comhttps://markinuity.com/Check out our sponsors!Sommer USA - http://sommer-usa.comSurewinder - https://surewinder.comStealth Hardware - https://quietmydoor.com/
Marketing Expedition Podcast with Rhea Allen, Peppershock Media
Larry Mietus (Chief Excuse Obliterator) is the Founder of Speaking of Strategy. He is an engaging speaker, business consultant, author, podcaster, and educator with a wealth of practical, hands-on experience. His expertise encompasses leadership development, organizational design, employee engagement, and sales and marketing strategies. His clients run the gamut from "Mom and Pop" businesses to international enterprises. He is a frequent contributor on LinkedIn. Larry has also been quoted in HR Magazine, the most widely read and respected Human Resources publication in the world. He is a guest speaker for Vistage International, the world's largest executive coaching organization. Larry is the author of “We Tried That Once” And Other Popular Excuses That Sabotage Business Success!00:00 - 00:17 "So I really think, you know, when you said, you know, what do I do best? I get people to think and hopefully I get people to take themselves a little bit less seriously because I'm thoroughly convinced when you look at businesses and professional sports teams, the ones that are more light hearted having fun are getting better results.” — Larry Mietus00:18 - 00:38 Welcome to Peppershock Media's Marketing Expedition Podcast00:39 - 01:33 Larry's Background01:34 - 17:32 Marketing Essentials Moment: What to Expect in Working with an Agency (Part 2)17:33 - 21:04 Welcome to the show, Larry!21:05 - 23:28 Larry's Consulting Approach23:29 - 27:11 Restoring Entrepreneurial Passion27:12 - 29:47 Consulting Process & Company Culture29:48 - 32:22 Success Stories32:23 - 37:38 Marketing Challenges & Awareness37:39 - 38:15 Poderific, baby! Whether you're looking for a podcast studio to rent or need help with the entire production and distribution of your podcast, we gotcha covered. 38:16 - 42:23 Networking & Referral Strategies42:24 - 46:21 Ideal Clients & Business Fundamentals46:22 - 50:29 Book Writing Process & Purpose50:30 - 53:03 Book Marketing Strategies53:04 - 54:22 Reach out to Larry & Get your copy of his book “We Tried That Once” And Other Popular Excuses That Sabotage Business Success! (https://www.amazon.com/stores/Larry-Mietus/author/B08NHQG8L8?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true)54:23 - 55:13 Thank you so much, Larry! Share this podcast, give us a review, and enjoy your marketing journey!55:14 - 56:00 Join the Marketing Expedition Community today! Like what you hear, but need more information?Meet with Rhea Allen#businessconsultant #leadershipdevelopment #marketingstrategies #MarketingEssentialsMoment #clientexpectations #keyperformanceindicators #KPIs #businessvisibility #topofmindawareness #bookwriting #overcomingexcuses Hosted on Acast. See acast.com/privacy for more information.
Why do even smart leaders make short-sighted decisions that undermine long-term growth? In this episode of the Behavioral Economics in Marketing podcast, we explore hyperbolic discounting — a behavioral economics principle that explains why we're wired to favor immediate rewards, even at the expense of future success. From cutting training budgets to chasing short-term KPIs, this mental bias shows up in leadership more often than we realize. Discover practical, psychology-backed strategies to refocus your decision-making toward sustainable growth, employee development, and long-term success. You'll learn how to align leadership goals with purpose, apply commitment devices, and resist the quick wins that often derail your bigger vision. Whether you're a team leader, executive, or entrepreneur, this episode will give you actionable insights to lead with intention — and stay one step ahead of short-term bias. Keywords: hyperbolic discounting, short-term thinking, behavioral economics leadership, long-term decision-making, organizational growth, leadership psychology, time inconsistency bias, executive decision-making Behavioral Economics in Marketing Podcast | Understanding how we as humans make decisions is an important part of marketing. Behavioral economics is the study of decision-making and can give keen insight into buyer behavior and help to shape your marketing mix. Marketers can tap into Behavioral Economics to create environments that nudge people towards their products and services, to conduct better market research and analyze their marketing mix. Sandra Thomas-Comenole | Host | Marketing professional with over 15 years of experience leading marketing and sales teams and a rigorously quantitative Master's degree in economics from Rensselaer Polytechnic Institute.
Discover how Automox is transforming IT reporting. In this episode, Steph Rizzuto talks with product lead Emily Pace and engineer Ben Glass about new reporting features that give you real-time visibility, alerting, and automation. Learn how IT teams are cutting reporting time from 30 hours to 1, setting up custom alerts, and making smarter decisions—without logging into the console 24/7.
Garrett Lord is the Co-founder and CEO of Handshake, the career and social network for Gen Z, connecting a million employers, 1,600 universities, and 18 million students and alumni.We talk through the explosive growth in Handshake's human AI data labeling business, how AI is changing the job market and careers, advice for scaling a three-sided marketplace, and Garrett's approach to hiring executive-level talent.We also get into the early days of Handshake, tapping out his dad's retirement account to fund the first years, driving across the US landing the first customers, sleeping in McDonald's parking lots, sneaking into careers fairs, and inside Handshake's first fundraise that took over seven months.Shoutout to Jeff Richards, James Alcorn, Ilir Sela, and Ben Christensen for helping brainstorm topics for Garrett.Thanks to Ramp for supporting this episode. It's the corporate card and expense management platform used by over 40,000 companies, like Shopify, CBRE and Stripe. Time is money. Save both with Ramp. Get your $250 here.Timestamps:(3:44) More Gen Z than LinkedIn(7:11) Helping frontier labs label AI data(14:43) Masters and PhD students flock to Handshake(16:52) Why Handshake will win in AI data labeling(19:24) Growing to $250m+ Revenue(21:56) KPIs in recruiting marketplace(24:45) How AI will change careers(33:57) How to build a Seal Team Six AI team(37:06) Interning at Los Alamos(40:00) Breaking into Silicon Valley from Michigan(44:19) Helping friends get jobs at Palantir(48:13) Driving across the US sleeping in McDonald's parking lots(54:52) Funding early days with his dad's retirement account(57:37) Handwriting letters to get the first six customers(1:03:06) Early product failures and iterations(1:11:01) Fundraising, crashing on couches for seven months(1:17:07) Finally closing a Seed round(1:20:05) Moving from Michigan to SF with no money(1:23:38) Importance of sequencing new features(1:29:10) Handshake's exec recruiting process(1:32:01) Building a company with your best friendsReferencedTry HandshakeCareers at HandshakeGumloopPeter Thiel Startup SchoolPaul Graham's blogFollow GarrettTwitterLinkedInFollow TurnerTwitterLinkedInSubscribe to my newsletter to get every episode + the transcript in your inbox every week.
From million-dollar deals to emotional breakdowns, Nick Aalerud reveals how losing it all gave him everything. Discover how he redefined success and rebuilt a life filled with purpose, freedom, and deep personal growth.See full article: https://www.unitedstatesrealestateinvestor.com/from-burnout-to-raw-life-changing-transformational-breakthroughs-of-success-with-nick-aalerud/(00:00) - Introduction to The REI Agent Podcast(00:24) - Mattias Preps for Festival Marketing and VA Team Launch(01:05) - Reflecting on Family, Sponsorship, and the “Why” Behind the Work(02:52) - A Special Father's Day and Family-Centered Motivation(04:22) - Introducing Nick Aalerud: From Burnout to Breakthrough(05:03) - Nick's Corporate Grind and First Real Estate Failure(07:40) - 5 Deals, 4 Short Sales, 1 Foreclosure: His Rough Start(08:30) - How a Hypnotist Event Shifted His Mindset and Ownership(10:43) - Success After Failure: Rebuilding Through Partnerships and Private Lending(13:14) - Scaling the Operation: From Flips to Rentals and Beyond(15:54) - Out-of-State Rentals and Creative Financing Experiments(17:10) - Becoming Bankable Again and Scaling Into Large Multifamily(18:24) - Building a Brokerage to Solve an Investor's Problem(21:20) - Growing to 40 Agents with Painful Mistakes and Lessons(25:13) - Personal Meltdown: The Relationships He Lost Building the Empire(27:24) - Divorce, Guilt, and Facing the Emotional Cost of Hustle(29:23) - Walking Away: 18 Months Off and the Awakening That Followed(31:25) - Plant Medicine, Meditation, and Discovering True Fulfillment(34:58) - Redefining Success and Attracting Opportunity Through Intention(37:26) - What Nick's Life and Business Looks Like Now(39:57) - Learning to Let Go: Delegating and Trusting Without Micromanaging(42:04) - Metrics, KPIs, and Emotional Growth for Leaders(44:01) - The Power of an Executive Assistant and Personal Support(45:11) - Golden Nugget: It's Not the Target, It's Who You Become(45:56) - Book Recommendations: Profit First and The Surrender Experiment(46:27) - Where to Find Nick and Follow His Journey(47:17) - Final Reflections and Podcast Closing RemarksContact Nick Aalerudhttps://nickaalerud.com/https://www.instagram.com/nickaalerud/https://www.youtube.com/@NickAalerudFor more powerfully enlightening content like this, visit https://reiagent.com
Michelle Herscu is the founder and CEO of MLHC Professional Corporation, who helps small business owners transform their financial operations through bookkeeping and Fractional CFO services.Through her strategic approach combining financial insights and practical systems, Michelle guides clients to understand their numbers and make decisions that contribute to sustainable growth, drawing from her 20+ years of experience across banking, risk management, and accounting.Now, Michelle's journey from bank economist and Visa risk manager to CFO demonstrates how diverse financial experience can revolutionize traditional accounting services.And while building her Canadian-based CPA firm with a focus on "slow and steady" achievement, she's helping business owners optimize their operations, establish effective KPIs, and regain control of their financial performance.Here's where to find more:www.mlhc.infohttps://www.linkedin.com/in/michelle-herscu-cpa___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself
On this episode of Destination on the Left, I talk with Colleen Senglaub, Digital Account Manager at TAP, for the first installment of a four-part series exploring the PESO Model—a foundational framework for integrated marketing plans in travel, tourism, and hospitality. We dig into the “P” of PESO—Paid Media. Colleen shares her expertise on digital advertising, breaking down today's must-have channels, including Meta (Facebook and Instagram), Google, programmatic, and connected TV campaigns. They also touch on emerging platforms like Pinterest and TikTok, offering fresh ideas for reaching key audiences. What You Will Learn in This Episode: How Colleen develops paid digital marketing plans using the PESO model and why this strategic framework helps destinations choose the right mix of paid, earned, shared, and owned tactics Why goal-setting and understanding your audience are foundational before selecting digital advertising channels and campaign types What considerations go into selecting paid media channels, including Meta (Facebook/Instagram), Google, programmatic connected TV, Pinterest, and TikTok, and why asset type and audience preference play a critical role How audience targeting and campaign automation are evolving (especially on Meta), and why maintaining control over audience selection is more important than ever What retargeting is in digital advertising, how it can be used effectively for tourism marketing, and why monitoring ad frequency matters for guest experience How to approach measurement, including setting the right KPIs, using industry benchmarks, and making ongoing campaign optimizations to ensure campaign success Maximizing Your Travel Marketing Impact with the PESO Model: Paid Media The PESO Model, developed by Spin Sucks founder Gini Dietrich, offers a holistic structure for integrated marketing. Of the four PESO pillars, paid media encompasses any tactic that requires a direct investment to capture attention. As Colleen Senglaub explains, this includes everything from digital campaigns (social ads, Google search, display, programmatic, and connected TV) to traditional placements like billboards and print, along with sponsored content and trade show activations. The key to successful paid media is intentionality. Marketers should analyze both the needs of their destination and the motivations of their target audience, choosing only the channels best equipped to deliver on their specific business goals. Channels to Consider in the Modern Mix Choosing where to focus isn't about following flashy trends—it's about aligning with your destination's unique goals and audiences. As Colleen says, every decision should connect back to core campaign objectives—are you trying to drive web visits, capture leads, or expand your newsletter reach? Who is your ideal traveler, in terms of age, interests, and location? A well-aligned strategy might mean an integrated mix, like for TAP's Baseball Hall of Fame campaign, which blended Meta, Google, TikTok, and CTV, thoughtfully timed to coincide with the launch of a new exhibit and the availability of assets. Emerging Channels and Creative Asset Considerations Don't overlook evolving channels. Pinterest, for example, wields unique influence over women-led travel planning, while TikTok is a powerhouse for reaching Gen Z, who increasingly look to social platforms instead of Google for travel inspiration. But succeeding on new channels requires the right creative approach. TikTok demands fun, vertical, trend-aligned videos, whereas Instagram and Meta perform better with a thoughtful mix of sizes and styles. Marketers should aim to capture assets in multiple formats upfront, future-proofing their campaigns for every channel. Resources: Website: https://travelalliancepartnership.com/ LinkedIn Personal: https://www.linkedin.com/in/colleen-senglaub/ LinkedIn Business: https://www.linkedin.com/company/tapintotravel/ We value your thoughts and feedback and would love to hear from you. Leave us a review on your favorite streaming platform to let us know what you want to hear more of. Here is a quick tutorial on how to leave us a rating and review on iTunes!
In this conversation, Aaron Werner and Ryne Wood reflect on their experiences at the Oakley 50th Anniversary event, discussing the brand's identity and its impact on their own practices. Ryne shares insights on managing multiple optometry practices across different states, emphasizing the importance of team management, autonomy, and effective communication. They delve into the significance of training and competency evaluations for staff, highlighting how structured meetings and KPIs can drive practice growth. The discussion also touches on the challenges of delegation and the necessity of investing in team development to ensure a thriving practice. ------------------------- Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts Let's Connect! Follow and join the conversation! Instagram: @aaron_werner_vision
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 moreIn this episode of Move the Needle, we sit down with Amanda Natividad, VP of Marketing at SparkToro and the mind behind the now-mainstream concept of “zero-click content.” Amanda dives into why marketers must stop obsessing over clicks and start optimizing for impressions, reach, and value on investment (VOI). From redefining marketing metrics to helping stakeholders buy into new ways of measuring success, Amanda shares a practical, experience-backed approach to content that builds sustainable impact over time.What you'll learn:Why zero-click content actually drives long-term business growthHow to shift from ROI to VOI and what that looks like in practiceCreative ways to repurpose content to fuel multiple teams and channelsHow to build stakeholder alignment by supporting your colleagues' objectives
Send us a textWhat do soccer sidelines, mommy blogs, and multi-million-dollar influencer campaigns have in common? Paula Bruno. In this mini episode, Danny Gavin sits down with the founder of Intuition Media Group to explore how influencer marketing has evolved from the early blogosphere into today's creator-first economy.With nearly 25 years in branding, Paula brings a strategic, practical, and deeply human perspective to working with creators. From why listening is more powerful than posting, to how brands should actually approach metrics, Paula breaks down the future of social-first marketing—and why you don't DM creators unless you know their dog's name.Episode Highlights: Paula shares how influencer marketing evolved from mom blogs to multi-platform campaigns across TikTok, YouTube, and Instagram. She shares why most brands focus on the wrong KPIs and what metrics actually signal influencer success.Learn how she personalizes creator outreach and builds long-term relationships, not one-time transactions.Hear why superfans outweigh scale, and how smaller creators can outperform massive influencers.Paula's key advice is to get real about AI, authenticity, and building co-branded products that actually sell.Episode Links: Paula Bruno on LinkedInIntuition Marketing GroupFollow The Digital Marketing Mentor: Website and Blog: thedmmentor.com Instagram: @thedmmentor Linkedin: @thedmmentor YouTube: @thedmmentor Interested in Digital Marketing Services, Careers, or Courses? Check out more from the TDMM Family: Optidge.com - Full Service Digital Marketing Agency specializing in SEO, PPC, Paid Social, and Lead Generation efforts for established B2C and B2B businesses and organizations. ODEOacademy.com - Digital Marketing online education and course platform. ODEO gives you solid digital marketing knowledge to launch/boost your career or understand your business's digital marketing strategy.
In this episode of Building the Premier Accounting Firm, host Roger Knecht interviews David Neagle, a mindset expert, on how accounting professionals can adopt a successful mindset to grow their businesses. Nagel shares his personal journey, emphasizing the importance of sales, delegation, and focusing on strengths to achieve financial freedom and build a thriving company. Key Takeaways:
Rob Wilson on Self-Care, Emotional Intelligence, and the Real Cost of Burnout In this episode, Danny sits down with Rob Wilson—coach, author, and founder of the Check Engine Light system—to dive into the often ignored but absolutely essential side of human performance: self-care, emotional regulation, and sustainability. Rob shares lessons from years of working with elite tactical and athletic populations, and how his new book offers a framework that applies to anyone looking to build health and resilience for the long haul.
5 Steps to Auditing your DSP Account is the Amazon Advertising guide you've been missing.If "5 Steps to Auditing your DSP Account" doesn't scream clarity, this episode will, because we show exactly how to fix viewability, incrementality, and KPIs without burning cash.Amazon PPC pros: we split campaigns into granular line items, bid up for Amazon-owned inventory, cap frequency, rotate creatives, and clean audiences so you're not paying for invisible impressions.We also match attribution windows to each funnel stage and wire the tech right (brand/ASIN associations, pixels). Bottom line: treat DSP like a precision tool. Measure what's actually seen and only pay for impressions that move revenue. Hit play and start the audit.
The Net Promoter System Podcast – Customer Experience Insights from Loyalty Leaders
Episode 252: Most CX maturity assessments ask how you think you're doing. This one demands proof. Erin Wallace, director of client engagement at MyCX from Bain & Company, is helping to lead a fundamental shift in how companies measure CX maturity. Most tools rely on perception-based self-assessments that reward self-promotion over progress. The Customer Experience Roadmap and Accreditation (CXRA) demands verifiable proof—evidence against 55 global, industry-backed standards. It's not always comfortable, but it's often the turning point. Bain's CXRA challenges the internal echo chamber. Erin explains how most assessments rely on surveys sent to a handful of CX insiders, producing a distorted view of reality. The CXRA demands documentation of policies, processes, behaviors, and measurable outcomes such as customer experience metrics, operational KPIs, or business results. It uses outside-in validation to confront that distortion. This isn't academic. It's where things get real. Leaders often push back. Some insist, “We're better than this.” Others admit, “We're not as good as we might think.” That tension is the point. Because CXRA doesn't just assess quality—it measures how consistently CX practices are applied across the business. That's how it exposes the “pockets of brilliance” that never scale, leaving most customers with a fragmented, uneven experience and leadership teams with a false sense of progress. For many leaders, conducting the CXRA offers clarity they've never achieved: a shared fact base, benchmarks of world-class practice, and a clear path forward. It doesn't just reveal what's missing, it builds the conviction to fix it. Guest: Erin Wallace, Director of Client Engagement, Bain & Company Host: Rob Markey, Partner, Bain & Company Give Us Feedback: Help us improve the podcast (feedback link) Key Topics Covered 01:00 – Why perception-based CX tools fall short 02:20 – What defines a successful evidence-based assessment 03:10 – The challenge with identifying “pockets of brilliance” 04:15 – How companies respond to uncomfortable truths 05:40 – Aligning leaders around what “good” really looks like 06:55 – Using 55 global standards to benchmark performance 08:10 – What Bain's CX Roadmap and Accreditation assesses 09:30 – What Erin learned at the X4 2025 Conference in Salt Lake City Time-Stamped Notable Quotes [5:00] “MyCX℠ is a tool anyone in the industry can use, whether you're a strategic advisor, a technology implementer, or a CX practitioner. These should be things we agree on in terms of the standard of excellence for culture, capabilities, and execution.” [6:00] “Most maturity assessments—tools to understand where you are and how you're doing with CX—are survey-based. They're perception-based. We send [them] out to a couple hundred people in the company, see what they think, and how they think they're doing with CX. You usually get back a pretty inactionable result. What's different about MyCX Roadmap and Accreditation, which is based on these global standards, is that it's an evidence-based, outside-in assessment.” [7:00] “It's an opportunity to dig in and have a conversation. And to evaluate the perception with the policy against results.” [8:00] “We look at quality, coverage, and consistency of application across the business. There could very well be a spotlight—like pockets of excellence—that are not applied across the organization in a meaningful way.” “[9:00] “What does good look like, and is that really what we aspire to accomplish? And then what will it take to get there? Because oftentimes, everyone has a different opinion of what is ‘good.' And do we really want to get there? This helps [organizations] break through and get that bigger investment unlock that's required to lead.” Learn more about Bain & Company's CX Roadmap and Accreditation process: https://www.bain.com/consulting-services/customer-strategy-and-marketing/customer-experience-transformation/mycx/ Learn more about the Global CX Standards: https://www.netpromotersystem.com/resources/cx-standards/
Entrepreneur and business coach Dan Martell shares his powerful framework for scaling businesses without burning out. From a troubled youth who ended up in rehab to running a $100+ million empire, Dan reveals the systematic approach that allowed him to buy back his time and build the life he wanted.Dan Martell is a serial entrepreneur, business coach, and author of "Buy Back Your Time." He runs one of the largest coaching organizations for software CEOs and acquires a software company every month. Despite running a $100+ million empire, he still travels 12 weeks a year with his family.This episode features Dan Martell, who was a speaker at last year's 2 Day MBA event. You can register for this year's 2-day virtual event, "The Mindset Of the Entrepreneur," at https://mba.blueprintos.comThanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.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,...
Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead. All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
In this mind-opening episode of Impact Theory, Tom Bilyeu sits down with Stephen Bonnell, known online as Destiny, one of the most prolific and thought-provoking political streamers of our time. Destiny, with his razor-sharp logic and fearless approach, challenges Tom—and the audience—to reevaluate their assumptions about what it will take to “make America great.” Together, they tackle the roots of America's dysfunction: division, distrust, debt, inequality, and the myth of political heroism on both sides of the aisle. The first half of this two-part conversation digs into the realities of America's fiscal crisis, cycles of Republican and Democratic leadership, the real drivers behind national debt, and the impact of partisan policy on America's economic future. Tom and Destiny debate the measurable KPIs of economic pain, the role of tax cuts and deficits, and the endlessly controversial question of “who's to blame” for America's budgetary freefall. They draw hard lines between rhetoric and reality, examining how populism, money printing, and the culture of “free stuff” have become major obstacles to meaningful reform. With both men refusing to pull their punches, this Part 1 episode is packed with sharp exchanges, nuanced economic breakdowns, and a relentless search for practical solutions in an era of political theater. SHOWNOTES01:05 – Setting the Stage: Debt, Deficit, and “Making America Great”17:10 – The Limits of Leadership: Biden, Trump, and the Decline Question27:23 – Are There Any “Shining Star” Leaders?31:24 – Trump, Tariffs, and Drawing Hard Lines: Pros and Cons43:15 – The Limits of Information & the Dilemma of Too Much Freedom FOLLOW STEPHEN “DESTINY” BONNELL:YouTube: https://www.youtube.com/destinyKick: https://www.kick.com/destinyTwitter: https://twitter.com/TheOmniLiberal CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511. iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at https://www.itrustcapital.com/tombilyeu SleepMe: Visit https://sleep.me/impact to get your Chilipad and save 20% with code IMPACT. Try it risk-free with their 30-night sleep trial and free shipping. Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to https://jerry.ai/impact Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices