Podcasts about kpis

January and September can feel like a wave. The calls increase. The emails stack up. And for a moment, it feels like momentum.But calls are not the goal. Kept first sessions are the goal.In this episode, I walk you through how to turn inquiries into actual booked clients without pressure tactics, without sales scripts that feel inauthentic, and without overcompromising your boundaries. Most therapists were never trained in sales. What we were trained in is structure, clarity, and expectation setting. And that is exactly what increases your show rate.We talk about the four KPIs that actually matter in private practice and why the fourth one, first appointments kept, is where your income stabilizes. I show you how a simple consultation script reframes therapy as a three session process instead of a one session miracle. That shift alone reduces no shows and mismatched expectations.We also unpack friction in your intake system. Slow responses, too many contact methods, unclear policies, and bending your calendar to “just get them in” all create drop off. When anxiety goes up, cognition goes down. Your job is not to overwhelm a potential client with information. Your job is to guide a decision with structure.In this episode, we discuss:The four private practice KPIs and why first sessions kept matter mostHow a consultation script reduces no shows without sales tacticsWhere friction in your intake system quietly costs you bookingsWhy protecting your calendar increases retention and prevents burnoutIf your January surge feels chaotic instead of profitable, this episode will help you tighten one system this week. Not everything. Just one thing. Structure builds consistency. Consistency builds income.Want to learn more? Check out this month's free resource from Kate Walker Training.If you are ready to clean up your policies, consultation process, and intake structure in a CE-level training, join us inside the Step It Up Membership.Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Kiera is joined by Derick Van Ness of Big Life Financial to talk about taxes, and how to handle them beyond simply thinking of them as a necessary evil. The pair discuss knowing your numbers, utilizing tax credits, the magic touch of a CPA, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team Listeners, this is Kiera. And today I am super excited. This is one of our top favorite guests that has been on the podcast. We're bringing him back on because there are some new updates and our clients love him. I love him. He is incredible. Derick Van Ness, he is with Big Life Financial. And you might have heard him on the podcast before talking about R &D credits, tax saving ideas, CPA.   This man does a lot of your wealth and how to build and keep your wealth. So I always love our conversations and just like his good information. Plus, if I remember right, he might know Garrett Gunderson. So obviously I've been a fangirl since day one. Derick, welcome back to the show. How are you today?   Derick Van Ness (00:42) Well, I'm doing great and really happy to be here with you, Kiera. I'm not Garrett Gunderson because he is taller and better looking, but I'm a good second place.   The Dental A Team (00:48) Ha ha ha!   I think that you're great. The fact that you know Garrett Gunderson, that already just has elevated you. I mean, I think it was one of our first conversations we ever had. And I was like, have you ever read like Killing Sacred Cows? And you're like, I actually know Garrett Gunderson. I was like, what? Fangirling. So ⁓ anyway, Derick, for those who have not met you, haven't heard your episode, because we do have new listeners to the podcast. Just kind of give them a little intro of who is Derick Bennis? What is Big Life Financial? And give the listeners a little intro to who you are.   Derick Van Ness (01:20) Okay, well outside of being ⁓ in love with my wife, in love with art and in love with racing sailboats, what I do professionally is I help ⁓ doctors and dentists to be smarter with their money. So what does that mean? That means how do you, not so much to make it, I mean we do help people scale, but once you make the money, which is something a lot of dentists are good at, how do you keep it through tax savings? How do you grow it and how do you protect it, right?   And today we're going to talk a little bit about how do you keep more what you make? Because honestly, for dentists, even though taxes seem boring when you don't have to write that $50,000 or $100,000 or $200,000 check, it gets a lot cooler. If you would have told me I'd be a tax and financial guy when I was a kid, I probably would have just taken an early exit somewhere and jumped off a bridge. But I really see money in what we do as a lifestyle business. It's not about money.   The Dental A Team (02:01) Yeah.   Derick Van Ness (02:17) If you have enough, then money is what it is. When you don't have enough, it's a problem. And I just find for a lot of people, it's the reason or excuse that they constrain themselves. They don't spend time with family. They don't think do things that they want to do. They don't have the experiences that are going to change their life. So when we can get money out of the way, then you can live your big life, which is why the company's big life financial, because it doesn't matter if you have more or less money. The question is, what's the life you're living? What's your quality of life?   And so taxes are a big piece of that. Obviously we can't talk about everything on a podcast like this, because you'd be buried under a ton of bricks. But that's what I do is I try to make this stuff easy. I try to make it fun. And I want you to realize that the whole point of all this money stuff is so that you can live a life you want to   The Dental A Team (02:55) You   Which Derick, that's why we have connected. You have met my husband. have had personal conversations outside of the podcast because I very much align and subscribe to this lifestyle and this mode of thinking. I believe that practices should work for us and us not work for our practices. I believe that we became business owners to have these big lives and these, audacious dreams. And yet I feel so many people live below their, their potential. They are trapped. They are.   Derick Van Ness (03:33) Mm-hmm.   The Dental A Team (03:34) It's crazy. I ⁓ had a client and she actually made so much money last year, which was amazing because the year before she was like, Kiera, I want to make more. So I was like, great, we're going after profit and production like blinders on. Don't talk to me about anything else. And she had like a crazy year and she's like, great. Now I have this huge check. I've got to write in taxes. And I was like, not my problem. Like you need better CPA help on that, but glad we made you the money. But I bring that up because one, it was a huge win for a client, but two,   Derick Van Ness (03:52) I don't know.   Yep.   The Dental A Team (04:02) I think that people being able to keep the money that they make, hold on to more money that they make. Like I love that we live in America and it's a free country and that we get to pay taxes. Like I'm so freaking grateful for that. With that said, I do not want to pay one penny more than I need to. And I want to maintain and keep as much as I possibly can to live the life I want and to not feel the guilt of being a successful business owner and to do the fun things that I always imagined and dreamed of doing without the guilt of doing it. And I think so many people are so scared of.   Derick Van Ness (04:11) Yep.   The Dental A Team (04:32) being financially free, they're scared to spend money. They get hit with tax burdens left and right. I can't tell you how many dentists that I hear at the end of their career and they've had great careers, but they have no financial stability. like, Derick, this is the stuff that stresses me out and keeps me up at night and which is why you're on the podcast because I want people to be smarter. want them to be more educated and I want them to live happier lives. So let's walk through like R and D credits and CPA and like how people can live a more enriched   Derick Van Ness (04:33) Mm-hmm.   Yep.   The Dental A Team (05:02) big life today rather than waiting. I think it's just a fun topic to talk about. I'm intrigued, so let's talk about it.   Derick Van Ness (05:07) Yeah   Well, let's do. mean, we can start generally with taxes and then we can kind of move into the credits piece because it is like a it's just a small very segmented piece of what you do with your taxes. overall, the biggest thing I see is most people see taxes as like a necessary evil. This is the thing I have to deal with. When people see something as a necessary evil, what do they do? They do the minimum. Right. And what that really turns into is   You're not talking with your CPA. You're not coordinating with them. You're not being proactive. At the end of the year, you just want to do the least. So you just hand them all your stuff. I realize people don't come in boxes anymore. Now it's like, here's my QuickBooks password. Or I add you to my account. ⁓ And then they tell you how much you owe. But if you ran your business that way, if you just didn't look at anything all year, and at the end of the year, you're like, I wonder how we did. Wouldn't go so well if you didn't talk to your team about anything. What's that?   The Dental A Team (06:01) People do that though, Derick. They do it all the   time. This is not abnormal. They do it all the time. They're like, my gosh, I owe how much? my gosh, we didn't hit goal. And I'm like, ⁓ let's at least look at our numbers. Like that's step one. Step two, let's talk to our team. You're not wrong. I'm just shocked at how many people do this in real life. And I'm like, hey, there's a different way of living. like, maybe let's take that path. Just try it out. It's like t-shirt. Try that one on. It might feel better than your current oversized, like two baggy of clothes that don't fit. And then you're angry.   Derick Van Ness (06:11) I know.   The Dental A Team (06:30) the time. anyway go on didn't mean to interrupt the rant.   Derick Van Ness (06:32) What if I'm gonna be   a Gen Z VSCO girl? I I want the Oversight T-shirt and the angst.   The Dental A Team (06:36) Well, as I said it, as I   said it, I was like, well, that's like the current style. Like what's uncomfortable clothing? Maybe it's like the wool scratchy. I just came back from Iceland and I'll tell you what, I didn't buy a single shirt there. I was like, that is gonna scratch me. I know it's warm, but I'm not wearing that for the rest of time. Like there are softer clothes in this world that are equally as warm. Like I'll choose that. So that maybe you're wearing a wool scratchy sweater. Cause you never look at your numbers. You're always irritable. You're always angry.   Maybe you might get the oversized hoodie that's way more comfy. Maybe that's the better analogy for today.   Derick Van Ness (07:07) Well, and so you help them look at their numbers, right? What's your P &L? What are your KPIs? There are tax numbers too, right? Like I'm usually meeting with clients in September-ish to say, OK, how much have you made so far this year? What does that put us on track for December 31st? And then we have November, I'm sorry, September, October, November, December to do things to get that number at the end where you want it to be. I'm not talking about go out and spend $1.   to save $0.40, right? People do that. Oh, go buy a car. If you don't need a car, that's just a waste of money. I literally had someone who's like, should I just buy a G-Wagon? I'm like, only if you were going to buy a G-Wagon anyway. They want the tax break, but.   The Dental A Team (07:45) I mean, I asked that question too.   I mean, I do. I do ask it as well, but it's unnecessary. You're right. Like, so I can repel you you're not going to do it. Don't just because you get the tax benefit. You just have to pay the money. So, but I do ask because I want to know, just tell me I can buy the boat, Derick.   Derick Van Ness (07:58) Yeah.   Well, boats are totally different. They're way more fun, but they're also way more expensive to maintain. So I love boats. I absolutely do. But they are not cheap, right? As the saying goes, break out another 1,000. That's what boat stands for. Just go to the ocean and throw $1,000 in it every month. That's what owning a boat's like if you don't use it.   The Dental A Team (08:05) They are not. I know.   gosh, I've never heard that.   That's hilarious.   That's hilarious. I've heard like the best day and worst day of owning a boat is the day you buy it and the day you sell it. Like that's the only best days. I have a boat. I do love the boat. It is an older boat. things I'm not... Maybe mine's like break out a 10 because we've got a much older boat. But like, know, when we upgrade then we'll be in the thousand realm. ⁓   Derick Van Ness (08:28) So.   Yep.   Yeah.   Yes, yes. So boats are great. Not usually the best tax strategy. But the big thing here is when you sail a boat or when you drive a car, I heard this the other day and I thought it was perfect. It's like when you drive a car, what's bigger, the windshield or the rear view mirror? Most people are doing taxes in the rear view mirror. That is not about your expansive future. That's about recording your past, right? And so if you just did business planning one year at a time,   Like you wouldn't ever buy the building. You wouldn't ever invest in the equipment. You wouldn't ever invest in the education, right? It's the same thing for taxes. It is part of a cohesive and ongoing plan. ⁓ so when you want to plan that, we have to look into the future. And so looking into the future allows you to control your income, control your expenses. But you have to know your numbers to your point, right? Like if you don't understand a P &L,   It's really hard to do tax work because we don't know what your income is. And I have some clients who come in that way. And I have to really get them to understand that if you don't have good books, you don't have good data, it's like trying to do dentistry without a diagnostic. You just go in and start drilling teeth to see what's happening. No, you wouldn't do dentistry that way. Don't do that way with your taxes either. should I just buy this and I'll just buy that and randomly and I help those work out?   Your P &L is really like your diagnostic, right? Both on the income side, but also that's related to taxes. And so I think the big thing for people is think of taxes as an additional income stream. If you do this right, you can keep, like a lot of dentists pay 40 % or more in taxes, right? So if we can cut that from 40 down to 20 to 25 % on average, that's 15 % straight to your bottom line.   And it probably takes an average of two hours a month at most, which is pretty good, right? Like if you could add a new service into your business, no employees, no marketing, no overhead, two hours a month, but profits went up by 15%, would you take it? Most dentists would say, yeah, that six figures is pretty good.   The Dental A Team (10:53) As long as I'm not going to jail, Derick,   I don't want to go to jail. That's my only line. Like, how is this legal? Because so many people talk about tax strategy and my line is I'm willing to live in the gray, I'm just not willing to go to jail. So how do you go from 40 to 20 that's legal and ethical?   Derick Van Ness (11:01) you   Yeah, we don't want to go to jail.   Yeah, so there's two things. There are lots of little things. So research and development credits, which we'll get to in a minute, is one of those things. It's not little. I would call it a medium thing. For a lot of dentists, it's worth between $10, depending on the size of your clinic, $10,000 $50,000 a year. So it's sizable. And then there's all the pay your kids, cost segregation, salary and dividends, all that kind of stuff. And those things stack up. If you pay your kids right, then that can save you   The Dental A Team (11:21) I agree, I would too.   Mm-hmm.   Derick Van Ness (11:40) 10, 15 grand if you're in a state where you can pay your state taxes and have a federal write-off that might save you 10, 15, 20 thousand dollars a year. Taking a salary, the proper salary versus dividends that might save you another 10 or 15 thousand. So these things start to stack up but when you're in that 500,000 plus tax bracket there are things like and I can't totally get into details because this is stuff for accredited investors and I don't know who the listeners are and all that but there are   Investments you can make that have big tax breaks, right? And that could be everything from energy types of things to short-term rentals, different types of real estate. There's a lot of different stuff, right? So that sort of depends on what's the life you want to build and aligning that. ⁓ There are lots of charitable and donation type strategies where you can create some really big tax breaks. There's entity structuring, ⁓ where you take your income and how you take your income matters.   So you can really layer all of this stuff and make huge chunks, take huge chunks out of your business. The bigger you are, the bigger you can do with these things. And honestly, once you get over a million plus in income, then there's another layer of stuff you can do. It's just a lot of times the setup costs, you have to have enough tax burden to make it worth it. But there's some really neat stuff out there. And some of the stuff with the big, beautiful bill. ⁓   bringing back bonus depreciation. There's some really neat things where, oh, if you do a solar thing, you can get some credits, but then you can also get all the depreciation in the first year. And so you put in $100,000 into this type of investment. You may not make a lot of money, but you might get $150,000, $175,000, $200,000 worth of write-offs on your taxes. And when I say write-offs, mean dollars you don't pay, like true credit dollar for dollar. That could be huge, right? Things like that.   The Dental A Team (13:10) Yes.   Right.   Derick Van Ness (13:38) that a lot of people are just unaware of. And don't take that as an investment advice. I'm just telling you about things that exist in the world that may or may not be for you. Check with your financial professional. But yeah, you start stacking all these things up and you go from, I wrote $150,000 check to, I wrote a $60,000 check. And then what I like to do is help people take that 90 grand you would have given to the government. And now let's add that to what you would already save. And for a lot of people, that's   The Dental A Team (13:47) That's amazing.   Derick Van Ness (14:07) a lot more than they were already saving. So we more than doubled their savings rate. And the fastest thing you can do to build wealth is just get more money into the equation. So that's really it is we're trying to create money that you can then put to work for you outside your business. Because what nobody ever tells you is, even if you're an amazing dentist and you make all this money and you sell your practice for top dollar, and you get all that money, you become a professional investor.   The Dental A Team (14:27) you   Derick Van Ness (14:36) And if you don't have any investment skills, if you don't know how to put that money to work, if you don't know how to protect it, you're just a lamb to the slaughter. You know, everybody shows up, they got an idea. Your brother-in-law wants to start a coffee shop or a brewery. Your neighbor has the next best tech app. And all of a sudden, all this money just starts disappearing because you're not seasoned. So one of the things we like to do is get people doing these types of investments, learning, getting a skill set around it so that when you do get that big   big shot when you sell your business or you have those huge tax or those huge years and you don't pay all the taxes, you know what to do with the money. Because that's a whole different skill set than running a dental clinic.   The Dental A Team (15:17) I don't disagree. And that's why Derick, I love having you on here. And I think your comment of the goal is to get more money to put into the equation. What are the things like, I have 90 grand or I have 150. What are some of those investments that, again, realize that we're being generic and there's a reason you have to be generic is because there are rules that financial planners, advisors, CPAs have to abide by. in general terms, Derick, what are some of the ways that   Derick Van Ness (15:25) Mm-hmm.   The Dental A Team (15:45) you found to generate higher levels of wealth? We're putting more money into the equation, but what's the equation that's going to get it? And again, I know this is very, I would say like vanilla. We're just talking very much basic.   Derick Van Ness (15:56) Yeah, yeah, I'll just   give you the principles, right? The philosophy behind it. One of the things is we always, all of our lives we've heard diversify your assets. Diversify, diversify, diversify.   The Dental A Team (16:06) all weather portfolio, Ray Dalio, right? Like you got to get it everything, have it all. What is it like? think eight uncorrelated assets or something like that is what it should be. Anyway, there you go. Okay.   Derick Van Ness (16:09) Yep.   8 to 16 non-correlated asset   classes. Yep. And the idea here is this. It used to be that you could put your money in the stock market. And each individual stock did its thing based on what its performance was. Since the late 90s, early 2000s, everything's kind of gotten grouped together. Almost everybody just buys the S &P 500 or just buys index funds, which is basically the whole market.   And so if you look at the top five stocks, which are usually the Google, Apple, Tesla, Nvidia, depending on one or two others, ⁓ whatever they're doing is usually what the market's doing, right? It all has a tendency to ebb and flow together because it's all been chunked together. So I don't see those all as different asset classes anymore. How I personally invest, I'm not saying you need to buy into my ideas, but so you can have money there. But then I do think you want to have money in other things.   that maybe aren't tied to the stock market. Maybe you've got some oil and gas. Maybe you've got some farming communities in Central America. Maybe you've got someone who's doing senior living homes, someone who's developing all these empty office buildings. And they're all tied to different things. So that way, if the stock market takes a dump and goes down, that's not all your portfolio. Maybe it's 15 or 20%.   if real estate takes a hit. Yeah, your real estate takes a hit, but maybe something else does well. Having things in your portfolio that if some of them struggle during inflation, some of them do well during inflation, right? Things like gold that holds its value. And so the idea is to be able to put your money to work in a way where it's in a bunch of different buckets that aren't all tied to the same thing. And what that really creates is stability, right? And why that's so important is when you're growing your money,   The Dental A Team (17:46) Mm-hmm.   Derick Van Ness (18:09) You can have the ups and downs a little bit, but when you go to start pulling money out, the volatility, the ups and downs are what really kill your ability to pull money out, because you have to always protect against the downside. And it's why if you look at the market historically, it'll go up, depending on who you ask, 6 to 8%. But when you're pulling money out of the stock market in retirement, the numbers say sustainably over the long term, you can only pull 3 to 4%. Why is that? You would think, ⁓ I can pull.   The Dental A Team (18:21) Mm-hmm.   Right.   Derick Van Ness (18:38) six to eight, but it's three to four because of the volatility. If you are counting on that, it crashes that year and you sell. Then when the market recovers, you have less money to recover with. And over time that stacks up. So the idea there is to work with someone who has the ability to put you into different asset classes, help educate you. This also gives you a chance to try different things. So you can start to get that seasoning we were talking about and learn how money really works because   The Dental A Team (18:43) Right.   Derick Van Ness (19:09) You know, money, health and relationships are the three things that really dictate the quality of your life. And it's funny, we don't spend a lot of time in them in school, right? And so, ⁓ so it's something you have to learn, just like if you don't learn how to take care of your health, you suffer. If you don't learn how to have good relationships, you suffer. And money is another thing. All of those you can get help with, but at the end of the day, you have to be able to be competent enough.   to get the results you want. And money is just one of those things.   The Dental A Team (19:40) Yeah. No, Derick, that's a, think it's such a good way to look at it. And I will say, I was very much a baby investor and I think I still would qualify myself as pretty naive. But it is, they say like, I don't know, what is it? The eighth wonder of the world is compound interest. And it's crazy because when you start out and you just get started on your investments, it feels like this is stupid. At least I have, I've so told many financial advisors, feel like they like,   Derick Van Ness (20:04) Mm.   The Dental A Team (20:07) money monster. So it's like the cookie monster. Like I give my money to you. I never can get it back. I have no clue how to access this money. And then you start to see it and you're like, wow, that started to compound and this started to become different. And we had our first year with it. We didn't have to write such a large check to the IRS and done legally and ethically. And I was like, wow, this is a very different world that I'm living in than I have been. And it wasn't as hard as I thought. And so I, like you said, I do feel like you're   Derick Van Ness (20:11) Yeah.   The Dental A Team (20:33) comfort level and they do say that women tend to be better investors than men because women, we just put money in, we give it to you. We're like, here you go. We don't ever like go check it and watch the stocks. Stocks. Whereas men are like, cons I'm like looking at those stocks, like my husband checks it like 10 times a day. And I'm like, just don't even look at it. Like I don't even, it's the cookie monster, the money monster. You take the money. I know you haven't like taken it. People get angry with me. They're like, Kiera, we can't legally take your money. And I'm like, no, but I just have no clue how to access it. They're like you email. And I'm like, I know.   Derick Van Ness (20:44) Right.   Yep. In your brain, right?   The Dental A Team (21:02) but it like stocks and then I got to pay taxes and I don't understand any of it. But I will say, I think it's like PNLs, the language of money, the language of investing. It's a skill that you are learning. And I do agree, the younger you can learn this, the more time you have to recover if you make mistakes and versus having to be perfect later on in life. So I really very much subscribe to your model of thinking. And I love that. I love that you've talked about taxes, how to save, how to get it into   Derick Van Ness (21:11) Mm-hmm.   The Dental A Team (21:31) Again, I remember I sat in a Tony Robbins wealth mastery thing. Ray Dalio was in the room. had no clue who half like Paul Tudor Jones. I think that's his name. Like so freaking smart. I had no clue who these people were. And like here you've got like five billionaires sitting in the room with us. And I was like, I had no clue. And they start talking about this stuff. And I feel like an idiot, but I will say it's an idiot that I love to be because the more I learn about the more I'm involved in it, the more you expose yourself, the more you learn how it works.   Derick Van Ness (21:38) John Paul Tudor, yeah.   Yeah, I remember.   The Dental A Team (22:00) And I think like what you're saying, Derick, I just hope people talk to your financial advisors, get your uncorrelated assets, start building that portfolio because time, like they say, you only have so much time and the best time to plant a tree was like a hundred years ago. The next best time is today. And I just, I don't want to be that person when it comes to my portfolio where I wish I would have started. All of us will wish we started sooner, but I am grateful that we started as young as we were and are building it the way we have versus   Derick Van Ness (22:23) Yes.   The Dental A Team (22:28) waiting until like, and I don't care if you haven't started then start today. If you've been doing it, figure out how you can do more. ⁓ But I think Derick, I have a question of, I always live in scarcity. So what do you tell a client like myself where I'm always afraid that I'm going to run out of money. I don't know where it comes from. It doesn't matter how much I have. I have acorns upon acorns upon acorns. I swear like you've probably can find money in my couch. I'm not that bad. I don't have it in the couch, but like,   Derick Van Ness (22:32) Yep.   The Dental A Team (22:54) How do you get to a level where you feel comfortable spending money rather than just always saving for retirement and not living today? What's the balance of that?   Derick Van Ness (23:03) Yeah, so what I've discovered working with over 2,500 people on all of this, Kiera, is like money problems don't like quote unquote go away. They just change. In the beginning, it's like, how do I make money? I don't have enough money. How do I manage the car payment or whatever? Then you make a little bit more and you're like, okay, now I'm past survival. Like, how do I start to grow? Right? So you invest in yourself, your business, your education, whatever. Then you start to grow some more.   Then you start saying, okay, now I'm growing and I'm making money and I'm living a decent life, but how do I build for the future? So it's not just the now, then it's the future, right? And then what happens is you definitely get to a point, at least I've seen this for myself and a lot of clients is you start to make a good amount of money and the problem becomes how do I make sure that this doesn't ever go away?   Right? Like now I'm living this really good life and I can travel and I can spend time with family and I can do the things that I want to do. And I can buy nice clothes or go to nice dinner or do nice things for my kids or whatever your thing is. And I don't have to think about money. But then there's this fear of like, what if I lose that? Right. And going back. And so the money problems just change. I believe it's an instinct that's built into us. Like the monkeys that ate bananas and then just stopped worrying and didn't hoard them.   ended up dying faster than the ones that hoarded them, right? And so, like, I think it's an instinct to be paranoid, to be fear-driven, and that's where we have to, as humans, understand our wiring and say, my wiring is for survival, not for happiness and fulfillment, right? Because survival is what reproduced. Happiness and fulfillment, especially in a scary world of survival, ⁓ doesn't do very well.   The Dental A Team (24:27) Sure.   Derick Van Ness (24:52) Right? So, so we have to try to rewire our brain as much as we can. ⁓ And I think the biggest thing is to focus on a big future, a big vision. When you're moving towards something, then you're not focused on moving away from something. When you're in fear, you're, moving away from something. I'm moving away from failure. I'm moving. I'm trying to avoid losing money. I'm trying to avoid running out, trying to avoid making a mistake. You know, this about business ownership, like you can't avoid the mistakes. You just try and minimize them.   and learn from them as fast as you can. Like making mistakes is part of success and nobody says it that way, but I think it's really, really important to get that. And when you're moving towards something, you're in abundance, you're in striving, you're in goal oriented, whatever your thing is. And that doesn't have to be about money. That could be, I wanna be a great parent. I wanna get in better health. I wanna have more free time and make the same money.   So this isn't like just a money conversation, but when you're moving toward those, you have a tendency to lose your fear. I think it's when we aren't sure where to go next that we get afraid of losing ground and we do that. And so I think sometimes it's just a matter of clarity and reminding yourself, where do I want to go? What am I building? Like once you get past a certain point, like, you know, once you get past a certain amount of income or a certain amount of wealth, it's not about money anymore.   Right. It's really about contribution. It's about impact. And I think when we, our mind can really only focus on one thing at a time, especially as men, ⁓ women are much better at seeing the big picture. ⁓ But, but really when you're focused on something that holds your attention and then it doesn't drift to some of the other stuff as much, it doesn't mean you won't. Cause I'll tell you, I'm at my most vulnerable when I wake up in the morning and my brain starts doing payroll and all these other things. And like you said,   The Dental A Team (26:26) you   Derick Van Ness (26:47) I have enough cash stored away that I could not make a dollar for a year and still pay for my whole business and do the whole thing and be fine. But that doesn't mean that that instinctual part of me doesn't freak out for a minute until I come in and say, hey, we're building massive things. We're changing people's lives. Let's just focus on that and let the rest take care of itself. That really is the best thing for me is to focus on where I'm going, not where I'm afraid I might end up.   The Dental A Team (27:15) Absolutely. I   think that was good. Good wisdom there. You are the person, if you guys have heard me talk about it on the podcast, this came from Derick. He's the one who's told me it's a return on emotion, not necessarily a return on investment and like what helps you sleep at night, what helps you stay there. And I love that you talked about like it is a survival instinct. It's not a bad instinct. so loving that side, but also tempering it so that way we can enjoy the fulfillment. And again, I also think that there becomes confidence in yourself. I think enough.   enough business crashes, enough mistakes, enough things where you come back from it also teach you that there's certainty within yourself that no matter what comes your way, ⁓ you know that you'll be able to survive it, you'll be able to come. Someone told me once, it's not unsafe, it's just uncomfortable. Unless someone's running at you with like a knife and it's truly life threatening, it's like if the stock market crashes, that's like we're still safe, it's just going to be pretty dang uncomfortable for a little bit. If we become bankrupt,   Derick Van Ness (27:47) Mm-hmm.   Mm-hmm.   The Dental A Team (28:13) We're not unsafe, we're just uncomfortable. And that has given me a lot of, I think, temperance on when you think about finances, like that'd be uncomfortable, but I am still safe and I would still be alive and we can come back and we can figure things out. So Derick, I know we wanted to pivot gears and talk R &D credits, because this is something that's new. yeah, let's kind of chat that because I think we've gone through tax strategy, building wealth mindset around ⁓ how to maintain and have that.   Derick Van Ness (28:30) Well, yeah, we'll keep it short here.   The Dental A Team (28:42) return on emotion and building those skills. And I really love that you just said money issues don't ever go away, they just change shape. And I think that that's the same as business, right? Business problems just become a different flavor and different color. ⁓ But now let's talk about like some R &D credits because we've talked about R &D. I've seen several clients do very well on R &D credits. So was excited to hear like, they're back and they're back again, and they look a little different. So I'm excited to hear if you guys don't know what they are, Derick will definitely explain them and how you can.   Derick Van Ness (29:02) Yep.   The Dental A Team (29:08) Dental practices are ripe for the picking of R &D, it's exciting to have a resource for dental practices.   Derick Van Ness (29:15) Yeah, dental practices really are because the R &D credits are designed when you do new things in your business that are based in technology. And that could be computer science, engineering, biological science, or physical science, like chemistry, ⁓ which dentists are doing all of that stuff. So when you do new stuff in your business, the government realizes you're taking a risk. You're trying a new implant system. You're trying a new ⁓   a new type of diagnostic, you're trying a new flow for your patients, whatever. Sometimes it blows up in your face. I everybody listening here has tried a new piece of software and after six weeks you wanted to throw the computer out the window and you're like, we're going back to the other one, we got to find something else, right? ⁓ Or we tried 3D printing and it was just really, really hard and like some people love it, some people hate it. But at the end of the day, every time you take that risk, the government knows that you could lose money.   The Dental A Team (29:57) Totally.   Derick Van Ness (30:11) So the R &D credits are really their effort to say, don't stop innovating. Don't stop trying to get better. We know you're going to take some skin, knees, and elbows along the way. And we're willing to give you some credits to help with that. so ⁓ dentists, like dentistry is moving so fast. I don't have to tell the listeners that. There's new stuff every single quarter, every single year. Five years ago, everybody was getting crowns to be milled. Now they're 3D printing teeth and doing all, you know.   digital scans and all the other stuff and pretty quick here, think we have robots doing surgery. I don't necessarily want to be the first person to try that, but.   The Dental A Team (30:45) Yeah, me neither. I'm like number   like 200,000. I'll try it at that point. I'm usually like number two jumping off a cliff if the first person's alive, then I'll jump. Unlike innovative robots, I only have 28 teeth left, so I'll just let them practice a bit more before they come to me. It's okay. Stick with the drill and fill. Yeah, the drill and fill, I'm okay with it. It's all right. It's better.   Derick Van Ness (30:51) Yeah.   Yeah.   Yep.   I'll just pay a little more for the people.   Yes. so effectively, most dentists just don't realize they're qualifying for these credits. And so what we try to help them do is we do a free estimate to help you understand, OK, let's go through the different things that you did in your practice. It takes maybe a half an hour to identify the different things you've done. And right now, there's a window. And this is why we wanted to talk about this today, that closes on the 4th of July of 2026. So we've got about three or four months left.   where you can go back and you can file for 2022, 2023, and 2024. I don't want to bore everybody, but effectively when they did the 2017 tax rewrite, the first Trump tax rewrite, it broke the R &D credits in 2022. You could file for them, but the downside was bigger than the upside, so it wasn't worth doing. Now, they kind of did that on purpose to balance the budget, and they thought, oh, we'll change it before 2022, and then COVID happened, so they never changed it.   So it got broken. So they came back and they fixed it and said, hey, you guys can go back and claim this, but you really only have until the 4th of July. So they gave us one year to do it. ⁓ And so it's a big opportunity, a big window right now where you can get three years worth of credit. So you can literally go back. The government will send you a check for taxes you've overpaid, and you can get that money back. I won't tell you the IRS is really fast at processing this stuff, but they do get to all of them.   The Dental A Team (32:23) Wow.   No.   Derick Van Ness (32:34) And the checks come in, and we've done over 1,000 of these for clients. So it's definitely a legit thing. And the credits have been around since the 80s. They became a permanent part of the tax code in 2015. So they were kind of new. They've been around about 10 years. But the first couple of years, nobody knew. then over the last couple of years, they've become more and more popular. But then they kind of screwed them up in 22 through 24. So the reason I wanted to talk about them is if somebody is a dentist, they're not claiming these credits. But they are doing.   The Dental A Team (32:38) Wow.   Derick Van Ness (33:04) Innovative things upgrading equipment trying new software trying new techniques new implant systems new Diagnostics, whatever you probably got all these credits sitting there. You don't know about and It's worth getting a free estimate to see what's on the table. Yes You do have to amend your taxes, which is a very small pain in the butt But your total time into this should be an hour or two, which is really a short conversation You send over tax returns ⁓ A team like ours would give you an estimate   And if it seems like it's worth doing it, then you do it. You just let them do their thing and you write the check for the fee, right? So it's pretty hard to beat bang for your buck hour for hour. And like I said, for a lot of practices, it's between 1 to 2 % of your gross revenue. This is not a quote. This is just like what I've generally seen. So if you have a million dollar practice, it's probably 10 to 20 grand a year if you're doing these types of things. I mean, I have some. We just did a doctor who's got   Six offices they're getting almost a half a million dollars back right it can be it can be major and Doesn't take him any longer than to take someone with one office so you know it's it's just a big window of opportunity that I wanted to try and squeeze in here and People who haven't done this or unaware. It's like hey, we got a big opportunity and you can do this for 2025 moving forward every year. It's it's back indefinitely and so my hope is   The Dental A Team (34:07) It's incredible.   Derick Van Ness (34:32) People can do the catch up. And then from here forward, you don't even have to amend. You just party your tax return. You just don't pay the taxes. Just like you depreciate equipment or anything else and just get the tax break, the difference is tax credits are dollar for dollar. So if you get $10,000 tax credit, it's just $10,000 you don't pay in taxes, not a $10,000 write off, which might be worth $3,000 or $4,000.   The Dental A Team (34:40) awesome.   Mm-hmm.   Totally. No, and I think Derick, I'm so glad you brought this up. And at first I was creeped out by you. I'm not going to lie. Like when you first started talking about it, was like, are these like, I don't know, what are they called? The opportunity zones. And like, I heard a lot of people got their shorts burned on those. And I was like, do I even put this on the podcast? But I will say, Derick just said he's done thousands of them. They have had great success. I have seen clients tell me, thank you. So that's why I wanted Derick to come on because any client that comes from Dental A Team does get preferred.   Derick Van Ness (35:03) you   huh.   The Dental A Team (35:26) I don't know treatment. don't know what you guys do, but I do know that there's, ⁓ you guys get, you just said you get pushed to the front of line. If you mentioned you heard on Dental A Team podcast, we also have a link with big life financial. I'm pretty sure Derick, if I remember right, I'm pretty sure we do. ⁓ but definitely wanted you guys to have that, especially with a closing in July. And it's something where I love that Derick will just like, he's met with me and my husband several times to talk about multiple things. Derick is non pushy. And I appreciate that about you, Derick. You ⁓ educate.   Derick Van Ness (35:27) Treatment, yep, yep, front of the line.   We do. Yep.   The Dental A Team (35:56) and then give people the information and then you're to make the decisions on your own. So I think like, why not? Why not reach out to Derick? Why not just like see what it looks like? And then you have their resources. They're not going to file unless you want them to. You don't have to break up with your CPA if they file for you. I'm pretty sure. Is that right? Like you don't have to switch.   Derick Van Ness (36:09) Correct.   No, no, yeah,   you don't have to. We can amend it for you. But in a lot of cases, it makes sense to just have your CPA do it. They've got all your information. So but we can handle it either way.   The Dental A Team (36:25) So I think like on that, I just feel it's very much worthwhile. And I know Big Life Financial does a lot. do. I'll let you like take it because I know you guys are added to more services. But I think like if nothing else, we want to have the call to action of like, just look into the R &D credits. Like I said, I have seen multiple checks go to practices. They have not been audited. ⁓ Things have gone very smoothly for them. I was skittish. But I mean, Derick, we've been talking about this, I don't know, almost five years now, if not longer, that we've been telling practices about it. So.   Derick Van Ness (36:52) Yep.   The Dental A Team (36:54) very excited, but Derick, kind of tell about the makeup of what Big Life Financial is and then how people can reach out to you, especially in particular to the R &D credits.   Derick Van Ness (37:04) Yeah, so for the R &D credits, just go to, it's just BigLifeFinancial.com So BigLifeFinancial.com/DAT D-A-T right? Dental A Team. And all you got to do is just set up a time there to talk with myself or someone on my team. It's like a 15 minute call. And we'll just screen it, see if it makes sense. Beyond that, we do offer full service taxes if for some reason you're looking for tax breaks or you feel like you're, for one reason or another, you need to make a change.   then we can do that. We do also work with an RIA. So if you're looking for some of these investments that might have tax breaks or other diversification or whatever, we have those capabilities as well. So we really try to be front to back like what we call like a family office or a fractional family office, which is what the super rich people have. They just have an attorney and a CPA and a   Uh, an insurance guy, an investment guy, or probably 10 investment guys who all just work for them. Obviously most people can't afford to have an entire team that just works for them. So we work with a limited number of people, but we have a coordinated team that way. And, and it's taken me like 10 years to find the right people to do that. That's, that's really it because the Uber wealthy have those people, the people who are making 50 or a hundred thousand bucks a year, they don't need it. We really work in this sweet spot where a lot of people make.   300,000 400,000 on the low end to 2 3 million on the high end. And they're kind of in between, not rich enough to have the team that's all working together all the time, but rich enough that you really need it. Like this segment of the population is the one that just gets crushed on taxes. ⁓ And so we're really doing our best to help minimize that. So that's why we work so much with dentists and doctors.   The Dental A Team (38:56) That's amazing. I love that Derick. And I think for everybody, it was BigLifeFinancial.com slash DAT. We'll be sure to like link that in the show notes and also add it for you guys. But, and Derick, love, I didn't know what a family office was at first. And then I found out hanging out with a lot of wealthy people, what it is. And so for you to provide that, think worth conversations ⁓ and definitely appreciate the insights today. It was a really fun episode. I'm glad we got back together. It's been too long. ⁓ And like truly guys, just reach out.   Again, I would do it as exploration. would do it as like, just find out anytime I hear things like this, I just go book meetings. It doesn't mean I need to actually execute on it. But I think again, learning the language of business, learning the education, seeing if it fills right for you. Now you can ask a million people, but like I said, Derick and I have been doing this for about five years and every client that has been referred to Big Life Financial has gone through, has told me how much they've been grateful for it. So Derick, I appreciate you. Any last wrap up thoughts today as we wrap up today? I appreciate our time so much today together.   Derick Van Ness (39:55) No, I think it's just understanding that part of building wealth is beyond just making income, right? Just making income won't build the life you want to live. Once you earn the money, you got to take care of it. And there's a lot of pieces to that. So whether it's with us or someone else, just take that on for your family's sake. It's not just about making it. It's keeping it and being smarter with it. And if you do that, you're going to be in good hands.   The Dental A Team (40:20) amazing. Well, Derick, thank you so much for being here today. Thank you all for listening. I love what Derick said, like it's not just enough to make the money, we need to figure out how to keep the money and set yourselves up for the great lives that you've been building and to truly have that big life as Derick has described it. So for all of you listening, I hope that today you don't just passively listen, but you actively take action and commit to having the wealth of your life, the wealth of your dreams to have that life that really ⁓   is the life of your dreams. there's a quote from my mirror from when I was little where I said, don't just dream, do. And I think that that's how I'll leave you today. So for all of you listening, thank you for listening and we'll catch you next time on the Dental A Team Podcast.

Cut through the hype and finally see ROI you can prove. In this episode, Matt Stanley—founder of GetReviewsAndLeads.com—shares how his proprietary RACK framework (Reach, Attract, Convert, Keep) and transparent reporting help established businesses stop wasting ad spend and start generating consistent, predictable growth. Matt walks through the diagnostic process he built (including a quick scorecard and KPI setup), why most campaigns fail before they start, and how pairing smart systems with genuine relationships slashes churn and boosts lifetime value.

In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley shares hard-earned lessons from a cash flow crisis in January 2024, when his business couldn't fund payroll. He explains how this pivotal moment led him to develop a “CEO dashboard” with three essential tools: the Weekly High Five Tracker, a departmental scorecard for leading indicators, and a 52-week cash flow forecast. Josh also reveals advanced credit card strategies to optimize cash flow, emphasizing proactive management, team accountability, and the importance of focusing on activities that drive results for sustainable business growth.Join Josh Hadley on the Ecomm Breakthrough Podcast as he shares his journey scaling an ecommerce business from zero to eight figures. Discover essential business tips for effective business management, including strategies for tracking leading indicators, optimizing cash flow, and understanding key KPIs. This podcast is your guide to significant business growth and success.

We live in a world obsessed with performance. KPIs, productivity, image, optimization. But beneath all the metrics and strategies lies a quieter, deeper question: Can I trust you?In this episode, Janet explores why character,  not just skill, is the true foundation of leadership and life. Because when pressure rises, and no rulebook applies, it's not policy that guides us. It's who we are.Drawing from ancient philosophy, modern psychology, and a powerful real-life leadership story, Janet invites you to reflect on the choices you make every day and who you are becoming because of them. This conversation is about cultivating the inner stability to act with wisdom, courage, and integrity, especially when it would be easier not to.Virtue may not be trendy. It can't be hacked or optimized. But in uncertain times, it's the one thing that holds everything together.In this episode:✅ Why leadership failures are often character failures, not skill gaps✅ How trust, respect, and integrity shape real leadership✅ What ancient virtue ethics can teach modern leaders✅ Why courage matters most when no policy applies✅ The danger of valuing speed, scale, and output over wisdom✅ How small daily choices shape who you becomeAbout Janet Ioli:Janet Ioli is a globally recognized executive advisor, coach, and leadership expert with over 25 years of experience developing leaders in Fortune 100 companies and global organizations.She created The Inner Edge—a framework, a movement, and a message that flips leadership from mere success performance to presence; from ego to soul. Through her keynotes, podcast, and programs, Janet helps high-achievers find the one thing that changes everything: the mastery within.Her approach redefines leadership presence—not as polish or tactics, but as the inner steadiness people feel from you and the positive imprint you leave on individuals and organizations.Chapters for Apple Podcasts00:00:00 Character in Leadership00:03:42 Choosing Courage Daily00:08:44 Cultivating VirtueConnect with Janet Ioli:Website: janetioli.comLinkedin: Janet IoliInstagram: @leadershipcoachjanetIf you want to become more grounded, confident, and aligned with your deeper values in just 21 days, check out Janet Ioli's book Less Ego, More Soul: A Modern Reinvention Guide for Women. If you enjoyed this episode, please leave a review on Apple Podcasts. Select “Listen in Apple Podcasts,” then choose the “Ratings & Reviews” tab to share what you think. Produced by Ideablossoms

Send a textWhat if the only thing between you and your dream guest is a cleaner intention and a simpler ask? That's the spark that drives our conversation with author, speaker, and host Melissa Llarena, whose hundred-day public campaign turned a casual dare into a live interview with Gary V. We unpack the exact steps she took—from writing daily posts to showing up in person with prepared questions—and why proximity plus preparation can beat a crowded inbox.Melissa shares how to make busy, high-profile guests say yes: clarify your why, strip friction from logistics, and send messages that feel human, not hungry. We dig into the mindset shift that frees creators from corporate-style hierarchy, along with the subtle cues that expose clout chasing in outreach. Her stories with guests like Suzy Batiz and James Altucher reveal a repeatable pattern: be specific, be sincere, and keep the request easy to honour. You'll hear practical scripts, ways to prepare five sharp questions fast, and how to use public accountability to stay bold when doubt creeps in around day 88.We also talk about the unsexy levers that sustain growth: setting a release cadence you can keep, choosing a handful of KPIs that actually matter, and resisting the urge to check downloads like a stock ticker. Melissa's free 30-day anti-burnout planner helps you pair outbound effort with inbound energy so you can scale without losing your spark. If networking makes you anxious, her take is refreshingly grounding: uncertainty is normal, silence isn't a verdict, and conversation skills improve in the arena.Connect with Melissa:LinkedIn: https://www.linkedin.com/in/melissallarena/Website: https://bit.ly/imagineaplanhttps://www.melissallarena.com/fertileideasPodcast: https://www.melissallarena.com/podcast/Support the showGot a question about something you heard today? Have a great suggestion for a topic or know someone who should be a guest? Reach out to us:askcarl@carlspeaks.caIf you're ready to take the plunge and join the over 3 million people who have joined the podcast space, we'd love to hear your idea and help you get started! Book your Podcast Strategy Session today:https://podcastsolutionsmadesimple.com/get-started/Never miss an episode! Subscribe wherever you get your podcast by clicking here:https://communicationconnectioncommunity.buzzsprout.comFollow us on LinkedIn:https://www.linkedin.com/company/podcast-solutions-made-simpleFollow us on Instagram:https://www.instagram.com/podcastsolutionsmadesimple/Follow us on Facebook:www.facebook.com/groups/podcastlaunchmadesimpleFollow us on Twitter:https://twitter.com/carlrichards72

Cash flow is what determines whether a brewery survives and grows. In this episode, we break down the core fundamentals of cash flow management and share practical strategies you can use immediately to gain control, avoid crunches, and build a stronger financial foundation for your brewery.Key Results You'll Get from Listening:A clear understanding of the difference between profit and cash flow and why it mattersPractical steps to avoid cash crunches before they happenThe core KPIs that directly impact liquidity and financial stabilitySimple systems to improve collections, inventory management, and spending disciplineA framework for making better day-to-day decisions that strengthen cash flow and long-term growthResourcesGet the Brewery Profit Brief - actionable tips to improve cash flow today.Ready to transform financial results in your beer business? Learn more about the Beer Business Finance Association, a network of owners and managers working together to build more profitable companies.

---------------Diese Folge wird u.a. präsentiert von claneo.deGenerative Engine Optimization - Inhalte optimieren für ChatGPT & Co - Das Standardwerk für GEO, von Magdalena Mues, Matthäus Michalik, Martin Grahl, Andre Alpar & Franziska Schneider. Erscheint am 5.3.2026 im Rheinwerk Verlag. Jetzt das Buch auf Amazon vorbestellen. Link: ⁠⁠⁠⁠⁠https://www.amazon.de/Generative-Engine-Optimization-aufbereiten-GEO-Ma%C3%9Fnahmen/dp/336711426X/⁠⁠⁠⁠---------------In dieser Episode spreche ich mit Christian B. Schmidt (Digital Effects) über ihre Untersuchung der Verschiebung von Search & Brand Authority in der Reisebranche und die Unterschiede zwischen Google Search und AI Search. Wir analysieren die Auswirkungen von AI Search auf die Reisebranche, mit Fokus auf Marktanteile, Content-Strategien und zukünftige Herausforderungen für Reiseunternehmen. Erfahren Sie, wie sich die Suchlandschaft verändert und welche Strategien notwendig sind, um sichtbar zu bleiben.Chapters00:00 Einführung und Icebreaker02:45 Der Shift von Google zu AI-Search12:22 Veränderungen im Reisefunnel durch AI20:18 Die neuen KPIs im AI-Zeitalter22:21 Gewinner und Verlierer der Studie27:54 Transaktionale Keywords und ihre Bedeutung30:06 AI-Overviews vs. ChatGPT: Unterschiede und Strategien36:14 Konkret Maßnahmen für Reiseunternehmen45:15 Zukunft der Reiseplanung: API und Agentic AI47:29 Messbarkeit in der AI-Suche und Dashboard-Tools

The CPG Guys are joined in this episode by Dr. Jeffrey Hendrix D.B.A., Chief Customer officer at Bimbo Bakeries USA, part of Grupo Bimbo, the world's largest baking company with operations in 35 countries. Bimbo Bakeries USA employs 22,000 associates across the Country in bakeries, sales centers, corporate offices and on sales routes to ensure our consumers have the freshest products to feed their families at every meal.Follow Jeff on LinkedIn at: https://www.linkedin.com/in/hendrixj/Follow Bimbo Bakeries USA online at: https://www.bimbobakeriesusa.com/Jeff answers these questions:As Chief Customer Officer at Bimbo Bakeries USA, how are you evolving the customer organization to drive both topline growth and profitability in today's omnichannel retail environment? With your background bridging commercial and supply chain, how are you using customer transaction and POS data to reduce out of stocks and improve execution at the shelf? Retail media can create immediate lift but also real risk. How do you think about governance and readiness before committing trade dollars to retailer media platforms? When digital demand moves faster than replenishment systems, where do you see the biggest execution breakdowns today? What customer and supplier data signals matter most to closing the loop between demand creation and shelf availability?The industry is shifting from joint business planning to joint value creation. How does that show up in day-to-day decisions, not just quarterly plans?Beyond revenue and share, what KPIs best reflect whether marketing, sales, and supply are truly working together? As AI and automation become more embedded, where should algorithms guide decisions and where must frontline judgment remain essential? What are the hardest organizational barriers to making convergence real: systems, incentives, or culture? Looking ahead, what capabilities will separate companies that can compress the response cycle from those that cannot?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent.CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

Cameron is joined by Dr. Rahi, a double board-certified specialist in integrated wellness and aesthetics, and they discuss her journey from Iran to Beverly Hills and her practice's evolution since 2017. She emphasizes the importance of integrating wellness with esthetics, using comprehensive patient intakes and personalized treatments. She provides insights into advanced therapies like peptides and GLP-1s. She highlights the role of social media, particularly Instagram, in marketing her practice, along with word-of-mouth referrals. She also discusses the rapid advancements in peptide therapy and other regenerative treatments, stressing the need for proper medical oversight. Dr. Rahi advises aspiring entrepreneurs to embrace change, maintain confidence, and prioritize self-care.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Integrate esthetics with preventive wellness careComprehensive intakes beyond basic cosmetic concernsOrganic social media drives patient growthWord-of-mouth remains most powerful marketingAdvanced therapies: peptides, GLP‑1s, exosomes risingMedical oversight crucial for peptide safetyShift from overfilling to regenerative treatmentsProvider must embody optimized health personallyPractice evolves yearly; embrace constant changeFailures normal; keep adjusting and movingImmigrant journey built resilience and gritStrong self-belief essential for entrepreneurshipMedical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

Your shop floor and inventory management workflows might be spotless, but if your warehousing practices are poor, overall efficiency can still suffer. Luckily, tracking essential warehouse metrics provides insight into what's holding you back and why. You can learn more in this episode or read about it on our blog For more information about the MRPeasy software, visit our website: mrpeasy.com

The Dental A-Team Podcast has been around for seven years, if you can believe it! Kiera reflects on her original goal with the pod, how that goal (and dentistry in general) has changed since. It's been an evolution of leadership, systems, culture, and growth, and the ball is still rolling. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:02) Hello, Dental A Team listeners. This is Kiera and happy birthday to the Dental A Team podcast. guys, gosh, if this was a child that I would have had, Dental A Team podcast today is seven years old. We started this back in 2019. So is that right? 2020 would be one, 21, 22, 23, 25, 26, seven. Guys, seven years. We've been hanging out together. Like gosh, I would have a seven year old child. Like that's insane. And I just think like, thank you.   is what I is my biggest piece of ⁓ if I was blowing out the candles today, which I usually actually do. ⁓ That thank you for going on seven years of a journey. Thank you for listening to me when I used to car cast and I didn't have video and I was so new. I remember like one of my first ones was like nailing jello to a wall. And like, gosh, I just think back to don't break up with me and so many of the podcasts over the years and the guests that we've had and the   people that I've met because of this podcast, like I get emotional, I get grateful of, gosh, like we just think that these things happen. We think that, it was just right time, right place, but I believe that there's something far greater than that to where all of us were working, we were being prepared, we were being put into place where it didn't just slip into place and happen. It was something that was magical, it was euphoric, and it was meant to be able to reach each other, to be able to talk to each other, to be able to serve you.   to be able to have you implement and put things into your place in your practices, to be able to be right time, right place, but due to lots of preparation to be here. So if you're new to the podcast, welcome, I'm Kiera Dent. I had this crazy idea to create a podcast that helps dentists and teams come together. Being a team member myself and being a business owner, guys, like this is the perfect platform to bring that together. And I think I have such a special vantage point to be able to share with you doctor and team members perspectives. And so today I just wanted to think about like,   growth doesn't happen overnight. And what the podcast was versus what the podcast has become, it's crazy to see how far we've come and how much we've evolved. You guys, have like 1100 plus episodes, never in my wildest dreams that I think I would hit record that many times and talk to you for this many years and hang out with you and travel across the globe with you. But it's one of those things of today is going to be reflecting back and a forward looking episode. And this I think very much applies to practices, team member evolution and how it goes. And I think   days often feel long and years seem short. And when we can do this, we're gonna look at like, gosh, what the journey has been in seven years and how fast it goes and how slow it goes and hurdles and challenges. But you guys, this is about how we reflect on the growth we've had on our practices and how it's gonna be able to serve you guys moving forward. So as we go through this truly, I hope that today, I don't know, just wrap your arms around yourself, give you a giant hug and pretend that's me giving you a hug.   a hug for listening, a hug for sharing, hug for ⁓ leaving reviews, a hug for ⁓ giving ideas, a hug for sharing in Facebook groups where we glean information, a hug for ⁓ being a pen pal to me, a hug for ⁓ allowing me a space to share my life to the podcast. It's been something where I will wake up in the middle and I'm like, my gosh, I got a great idea. I'm gonna go like podcasts this of sharing tips and tricks and things that I feel you guys would really benefit and serve. So just giving you like,   Just give a squeeze because I adore you. love you and I'm so grateful for this. So as we reflect back, ⁓ I think oftentimes we see growth as much easier if we look back, right? Like little kids, you don't see them growing day on day and day. But when you measure on a wall, you're able to see the growth. And it's like, wow, we have this. And so when I started the podcast, my goal was like, let's give teams, let's give tactical. And we stayed that stayed true. ⁓   But over time it's expanded and I recognize the needs of practices. mean, hashtag COVID, things changed, it became radical. We went through the great migration together. We've gone through team members and the evolution of hiring and firing and culture and going from like dentists and to where it's like, wow, we aren't just here at Basic. We're now looking at CEOs and we're running these multimillion dollar businesses. We've got startup practices. I've got practices doing 30, 40, 50 million in their locations like.   It's an evolution of leadership and systems and culture and growth. like, all of this is like, we can't say stuck. I mean, now we've got AI introductions. It's like, gosh, like the crazy cool stuff. And so it's something to see like how both industry and conversations have matured over time. And I think also for you and your practice, think today, one of when you started that might be this year. Kudos. There's some of you I know that just bought your practices and I'm so freaking proud of you. Hashtag my Midwestern students. I'm so proud of both of you ⁓ and you both know who you are.   You might be on day one of your practice ownership. You also might be on day like, I don't know, a thousand. Gosh, like, is it crazy to think that day a thousand's only about three years in? You might be on day 20,000. Shoot, how many years is 20,000? I'm gonna do some math, because 20,000 divided by 365 days, you'd be at 54 years. Some of you actually might be there. Some of you are maybe like 10 years in, so you're on day like 3650. I don't know, that was so hard for me, okay?   3650, 10,000, what'd we say on that? If you're at 10,000 days, you're at 27 years in the practice. A thousand, like just think about that. Sorry, I know my math earlier was a little off. A thousand days, that'd be about like just over three years. That's what I meant by the 10,000. 10,000, shoot, you're in 27 years plus. But when we look at this, we think about how everything's evolved. And I want you guys to really look at like.   How have things evolved in dentistry, even since the time you became a dentist? And if you're a dentist in school, like look back, it's an evolution. And so I think it's like, the goal is always like growth, but I think it's expansion and impact more than it's growth. Like we can just grow, but we can be unhappy. But expansion is not just about size, it's about reach and influence. And it's one thing like we could have thousands of followers, which honestly, you guys, I'm blown away when I look to see where our podcast reaches and the countries and the international impact and the...   the state side impact and the number of offices. You guys like that is such a blessing to me. That was the goal. The goal was how can I have a voice, a positive impact of tactical of being your friend in the industry that's always going to go out and always about the best companies and bet the best practices and be on the cutting edge of things. That's what it is. And it's about reaching influence and impact. Like in every one of my vision boards, impact is in the middle. I want to impact your life in the most positive way. And so when you're looking at it for you,   It's not just about growth, it's about expansion and impact and influence. And so it's, what does it look like in a practice? Like as we grow, you're going to have stronger teams, you're going to have cleaner systems, you're going to have healthier leadership. Think back to day one of practice ownership, to day 10 of practice ownership, like it's very different. Dental A team as a company this year hits 10 years old. Can you believe that? I was three years in when I started this podcast. Kiera Dent has evolved. We have a stronger team. We have clearer systems. We have healthier leadership, but I'm still evolving. Is there an out as like...   me and a couple of people, Tip was like almost like employee number one. And those are two girls who wanted to make an impact in this world. And while that has stayed the same, there has been maturity because we've had to, we needed to have cleaner systems. We have to navigate the change. We have to have different challenges, different opportunities. And it's something where it's like, we want to create, I think you go from like rapid fire excitement to keeping that into this more mature of what's the legacy, what's the impact, what's the expansion that we're going to go to. And so   ⁓ I think it's a space for you and your practice of what do I want my growth, aka my expansion, which is going to be about influence and expansion. That's my growth. What do I want that to look like? What do I want my teams to look like? What do I my leadership to look like? What do I want our reach and our impact in our community to look like? What do I my legacy to start to feel like? And I remember I was like on a plane and I was filling in what my 10 year vision of my business looked like. And I remember being like,   gonna be? I said it in 2019. you know, that's three years away and I was like, I'm gonna be 43. I was 33 at the time. I was like, my gosh, I'm gonna be so old. Now I'm getting close to that and I'm like, wow, that wasn't too bad. But it was so hard for me to imagine 10 years from now. But I think that exercise forced me to really get crystal clear of what do I want my life, my expansion, my growth, my impact to be? And then what kind of a team do I need around me?   What kind of ⁓ clients are we going to attract? You guys, I don't want all clients. I want the nice ones. I want the ones who are obsessed with their teams. I want those who are obsessed with giving back and growing and being the best. want people who are obsessed with giving to a community and taking from a community. I want people that want to their standards, rise to the next level. I want those people in our community. And if that's you, you better join us. Denali team.   is the place for you. And it's not just about growing and elevating your practice. Well, yes, we're all about ROI. It's about ROI on your life. It's about making you have a better life, a happier life, a more fulfilled life. So join us. That's what we're about. And if your practice feels that way, and that's the expansion and growth you want to have, it's a let's reflect back on who we were, and then let's focus on where we want to go and who we want to become. And so really truly having that of, I just want you to think of A, what's a podcast that you've implemented since listening for seven years? And B,   What's an area or an idea that if you look back, truly has shaped and changed the way you've done dentistry or run your practice? I know for me, hiring a coach is truly one of the most impactful times of my life. Liz, I will sing her praises forever. I met her in 2019, basically right when I started the podcast. Liz has been so influential for me and she's guided me. She's matured me. She's made me into a stronger leader. I've cried with her. I've argued with her. We've had to have timeouts together.   She's the person who like just a couple days ago. I called crying and I was like Liz I don't know what I'm doing again I sometimes feel like a child and she's just that like nurturing loving woman to me that has given me guidance has given me direction and I will tell you that that is something that I heard people like you need a coach you need a guide and I was like yeah, yeah, know what I'm doing I'm so good at this she has like I think steered me away from so many wrong decisions I could have made and helped me make better decisions. She helped me be profitable. She helped me learn number she   And she did it with no judgment. And I think giving that gift back to so many offices is so radical. But when you look at it, what is something that you are really proud of that was a decision you made that radically improved your practice? That's something that I want you to focus on. And then when I look ahead to where I need to go for us, like our next 10 years, I realize like, I need to hire a COO. Do you know how scary of a decision that was? I was like, yeah, I recognize I need someone who's been there, done that in corporate like companies like we.   We coach dental practices, but running a consulting company is so much different than a dental practice. And that was a decision. And that's what our 10 years needs to have. I needed somebody much stronger than me that could pair with me. And we're hiring that we've had somebody amazing in place for that. And we're bringing on our next full-time person for that. And I just think that's my next 10 years. That's what I need to hire. That's what it is. It's not an overnight change, but it is an evolution. It's an evolution of how we do our systems and our processes.   That's going to be an evolution. Our patient experience, our client experience, those are evolution. So looking at it of what was one that you implemented and then what's one that you're going to implement for your next 10 year stint. And then that goes into our next piece of how we look ahead with intention. And I think when we go into that expansion and that growth, it's going to require clarity and not urgency. And to me, I think that this has been the most maturity of like going from the podcast where it was like, Hey, I'm Kiera. And I just want to talk to you about like all these cool things too.   Hey, what does the podcast really need? And hey, what are the industry trends and what are things you're not thinking about that me on the podcast is a voice and a wisdom to guide you through? I need to be delivering for you. That's looking ahead with clarity and not urgency. That's morphing and evolving. And so looking to see how your practice can move forward and expand and grow with clarity and not urgency. Sometimes you need urgency, but what I found is as you go through the process, you actually stop making as many urgent decisions   and you move into more sustainable, ⁓ we're getting ready to do a say to the company. And what's great is I can share this with you because guess what? ⁓ My team will have heard of before this releases, so I can share it with you. ⁓ But Britt did a really awesome thing. And I loved her play on words of how we kind of are doing this. Like we're going ⁓ when we change our, like what we've been focused on. And we were on a rapid growth era.   And now we're moving into a consistent results era. And like the difference of that urgency zone, like just what it kind of feels like is like the focus and the urgency is focusing on fires and tasks. Our decisions are driven by urgency and gut instinct. Our leadership roles is that the owner is involved in everything. Our accountability is top down and reactive. Our growth and results, results fluctuate with effort and energy. Okay, so that's kind of that urgency. And we move into more of this consistent and having a bit more clarity on there, right? So it's gonna be   We have it on clarity. And what that looks like is our focus is outcomes over activity. So results over tasks. Like, what are we trying to achieve? What are the KPIs? What do we need to do? Yes, we've got these tasks, but like, I can make 50 phone calls, but not fill a schedule. No, the outcome is I fill the schedule, not just make the phone calls. Our decisions are driven by data priorities and long-term impact. So what's going to impact us the most? There was a doctor who talked about this the other day and he said like, how, like what takes up 80 % of my front office is time.   And how can I alleviate so they have like 80 % of their times on patient care? And I was like, that's freaking brilliant. Like asking questions by that leadership roles, ⁓ leaderships now lead, manage and hold accountable. They remove obstacles for their team and they elevate performance before it was like owners involved in everything. Now it's having a leadership team that's doing it. Accountability is shared systems driven and focused on outcomes. Growth and results are predictable, repeatable and driven by proven systems rather than like effort and energy. So like, if we get tired on that, our results dip down.   but we've got predictable, repeatable, and driven with proven systems. That's going to be that next level of how do you look ahead with intention? You move away from this urgent to this more clear zone ⁓ and really get that clarity that your team needs. Even just saying that and driving a practice into that, you feel calm, you feel connected, you feel centered, you don't feel this like constant panic, but getting from point A to point Z does take intentionality.   does take clarity, does take time. We didn't start the podcast on day one and get it to where it is today. That was an evolution, just like looking back at this. And this is something of like, we are focused on freedom, not from new stress. We're on intentional growth, not more growth. We start to prioritize our time, our needs, and you start to realize less is more. That's how it is. And I think when practices do this, they start out crazy. They should, that's how it is. And then we morph and we move into like, perfect, we're gonna have leadership teams and we're gonna have   ⁓ direction and we're gonna have numbers and data and we're gonna make decisions based on that. And then we're going to move into what does this look like for all of us of how are we getting there? And we roll out visions and we have a vision for the whole team and a mission that we're all rallied behind and every person's contributing to that. And we start to have more ⁓ awareness to the teams and departments and we have more outcomes and less burnout with less effort. And I think about the podcast, I used to podcast.   like a freaking beast guys. I'd be doing it on my drives. I'd be doing it in the middle of the night. I'd be doing it on planes. I'd be doing it like when I'd wake up at the hotel. That was very chaotic for me. And now we have like set days and we have a marketing team and we talk about ideas and we talk about you guys and we come up with plans for you. It's so much different than what it was. And I'm able to be my best self for you on the podcast rather than my frantic like, oh, I got to these podcasts done. It's something that I can look forward to. And I think the question for you to say of like, again, remember we went through this. had   Number one, reflect on the journey so far. Then we said celebrate expansions and impact. And then we look ahead with intention. And I think that the question for you is as you're evolving, even if you're on day one of practice ownership, or you're on day 27, or like 27 years, or 54 years, or 60 years, ask yourself, what does the next version of my expansion and impact look like for me in my practice?   And I think for us with the podcast, we just did this and I'm really excited. You guys are going to start to notice there's going to be a little bit of different vibe, a little bit of a different scene. What's been, it was not like so many of the things, the tactical, the practical, the giving you all of it, but there will be an evolution of things that you need. And I think when we look at our practices, what's the evolution that your practice needs to get to that next amazing version that's less is more, more outcomes over activity.   more clarity over urgency that you'll be able to really take to your team. You guys, this is how, like when we reflect back and I think about the podcast and I think about practices, this is how we're able to get clarity and how we're able to get impact and how we're able to get intentional growth that actually lasts and it's not like short spurts. You guys, I've done the short spurts. It's like, won't grow. we gotta retract. We won't grow again. We gotta retract. We didn't have it built. It's more intentional growth done with plans, with reflection, with learning from the past.   and going into the future. guys growth for me is a journey. And I think that celebrating milestones and sharing and doing birthdays and all of that is really fun. And I hope you celebrate the birthdays of your business. Britt asked me the other day, she Kiera, when are we at 10 years? And I was like, oh my gosh, like November 16th, 2026, 10 years, a decade of business ownership and the lessons I've learned, the opportunities, the lives, seven years on the podcast. You guys, that's so many incredible people.   that have been a part of this journey of growing me, of evolving us, of being a part of my life. And I just want to say thank you and celebrate these milestones, celebrate you. I think so often I can be like, cool, high five. And now onto the next one versus like, we freaking hit seven years guys together. That's a seven year relationship. A lot of people don't even make it that far. And yet we're in this together. So even if you want to share my like birthday gift wish would be.   Send me an email. Hello@TheDentalATeam.com of what's been a podcast that's inspired you or changed your life or a ⁓ tool or something that just really made you think because then I'm able to even get more contextual contact from all of you. This podcast built for you. It's built by an obsessed person for dentistry for you to make sure that you're living your best life, that things are the absolute best that they can possibly be for you. And I am so grateful for you guys. This podcast truly exists to support your growth, your leadership, your practice, your team today.   and in the future. And I cannot wait. Leave us a review, send me a note. A review would mean the world to me. A note. ⁓ I'm such a geek. I really do love like little letters and notes. I love to read reviews. I think those are ⁓ very public personal notes and they just mean the world to me. So thank you for being a part of this. Happy birthday to the podcast. I'm here for you guys today and in the future. And as always, I adore you. And if we can help you in any way, reach out. Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on The Dental A Team Podcast.

How do you market a company that can't always show what it makes? In this episode of The Kula Ring, Alex Dove, Senior Marketing & Communications Specialist at August Electronics, shares her unconventional path from sales into manufacturing marketing. With a background in textiles, furniture, and drapery manufacturing, Alex brings both inside and outside sales experience to her role, blending data-driven thinking with deep relationship building. Alex explains how August Electronics, a low-to-mid volume contract electronics manufacturer based in Alberta, markets partnership over product in a horizontally aligned industry. She discusses navigating NDAs, marketing capabilities instead of finished goods, aligning marketing and sales around shared KPIs, and proving service through video and transparency. The conversation also explores long-term brand building vs. short-term revenue pressure, what sales often misunderstands about marketing, and why curiosity and operational knowledge are essential for success in manufacturing marketing.

How do you bring innovation to life inside an organization whose job is to help other people see risk before it shows up on a balance sheet? In this episode of the Innovation Storytellers Show, I sit down with Jason Lee, Chief Intelligence Officer at Moody's Analytics, for a conversation that lives at the crossroads of national security tradecraft, financial crime investigation, and modern data-driven decision making. Jason has spent decades inside large, complex systems, from federal intelligence work to investment banking to building a security consulting firm, and he shares what he has learned about creating new programs inside environments where bureaucracy, budgets, and skepticism can slow even the best ideas down. We start with Jason's origin story because he makes a compelling point: innovation rarely comes from a formal job description. In his career, it often showed up as a "collateral duty," a leader asking him to solve a pain point, build a new unit, or design a process when the rules had not yet been written. From creating early fraud detection frameworks in banking to uncovering unconventional data sources in government work, Jason frames innovation as a mix of creativity, relationship-building, and a willingness to learn from other industries without copying them. From there, we get into how Moody's is thinking about AI right now, especially the shift from large language models toward large reasoning models. Jason explains why reasoning matters more than hype when the stakes include fraud, terrorism financing, and organized crime. He walks through what it means to use models for scenario analysis, how "tipping and cueing" can help analysts focus on what matters, and why he believes humans have to stay in the loop, especially when errors can have real-world consequences. One of my favorite parts of the conversation is when Jason brings storytelling back into the center of analytics. He explains how workshops with prospects help uncover what clients actually need, even when they cannot fully articulate it yet, and why "data experience" matters when the information is complex and intangible. We also talk candidly about where innovation programs can stall, whether it is budget politics, unrealistic KPIs, mismatched expectations across business verticals, or leaders who want short-term wins when the real value takes years to compound. If you are building inside a big organization, selling complex ideas to busy decision-makers, or trying to make AI useful without losing trust, this episode will give you a lot to think about, so what part of Jason's approach resonates most with how you see innovation playing out right now, and where do you think teams are still getting stuck?  

What if the key to your success at work isn't on any performance review? Executive and leadership coach M. Nora Bouchard introduces the concept of Hidden Metrics — the internal gauges built around your values, strengths, and what truly drives you, not your boss's KPIs or your company's SMART goals. Nora breaks down her simple equation for uncovering yours, tackles whether you should ever share them with your supervisor, and explains why defining what matters most to you is actually the fastest path to delivering the results your company demands. 

A new breed of “micro-indie” publisher is emerging: teams that fund sub-$200K games, ship fast, and treat releases like a portfolio. In this episode, host Alexandra Takei, VP at Medal, sits down with Kirill Akimkin, founder of Polden Publishing, to unpack the world of micro indies and discovery. In 2025, they shipped almost 8 games with $800K and plan to ship 20 titles in 2026. Kirill explains that much of their developer pipeline is inbound: a Telegram-led media presence brings developers to them, and that they are more “researchers” than experts, with strict KPIs for a game's release. We discuss their genre strategy, developer strategy, and more.The conversation then turns to discovery, both outside Steam and building towards the Steam algorithm for wishlists. Kirill frames marketing as a repeatable machine: short-form content, creators, and community spikes are used to drive consistent wishlist velocity, which then feeds Steam's surfaces (Discovery Queue, Popular Upcoming, demo visibility, and post-launch recommendations) and the duo discuss case studies of Fish Hunters, Totally Secure Airport (which got 75K+ wishlists in on day), and Final Sentance. They close with questions on where discovery happens, what today's games in micro indies indicate about modern-day gamers' tastes, and the perception of AI in low-budget titles. If you are shipping a PC game on Steam this year, this is a must-listen. We'd like to thank Medal.tv for making this episode possible. If you're a PC gamer and want to clip your moments or a studio, publisher, or marketer looking to reach a high-quality gaming audience and get your game in front of the right players, check out all Medal has to offer at https://grow.medal.tv.If you like the episode, please help others find us by leaving a 5-star rating or review! And if you have any comments, requests, or feedback shoot us a note at podcast@naavik.co. Watch the episode: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe.

In this episode of Pathmonk Presents, Emily Thompson, Marketing Manager at CoSchedule, breaks down the findings from CoSchedule's latest marketing research report and what they reveal about AI adoption and performance pressure. While 79% of marketers say AI improved their results, ROI is declining across channels and lead generation remains the top priority. Emily shares why marketing project management is the overlooked lever for growth, how content saturation is raising the stakes, and why staying human is more critical than ever. If you're navigating AI-driven change, tightening KPIs, and rethinking your productivity systems, this conversation delivers clarity and direction.

Sales is a rollercoaster: one month you're flying, the next you hit a wall because a client changes their mind, a supply chain hiccup wipes out the order, or someone inside your own organisation drops the ball. What we can control, completely, is our time, our talent, and our treasure—and that's where the real leverage sits. In a post-pandemic market (and especially as of 2025), buyers are time-poor, inboxes are brutal, and competitors are one click away. So the question is simple: are we making the most of the three things that are actually ours?   Why is a salesperson's time the most expensive asset? Time is the one asset you can't replenish, and it dictates your pipeline, your reputation, and your commission. If you spend your week "busy" but not building relationships, you're basically renting stress. As a buyer, I see it constantly: poor follow-up. And it's bizarre, because we all know acquiring a new customer costs far more than expanding an existing customer's purchase profile (land-and-expand is not a buzzword—it's survival). Yet many salespeople stop after three rejections in cold calling, then wonder why the quarter looks like a horror movie. Compare that with high-performing teams in the US and Japan who run disciplined cadence systems using Salesforce, HubSpot, or Microsoft Dynamics—touchpoints are planned, tracked, and measured like a production line at Toyota. Do now: Block recurring weekly follow-up time and treat it like a client meeting—non-negotiable. How do you stay "top of mind" without spamming people? You stay top of mind by being useful, personal, and consistent—not by blasting a weekly email and hoping for miracles. Most "newsletters" end up in junk, clutter, or the "unsubscribe and forget forever" bin. Staying top of mind takes effort, but the upside is massive—especially if your competitor is lazy. Think in terms of buyer psychology: people choose the option that costs them the least mental energy. If they already know you, trust you, and can predict your quality, you become the easy decision. This is why professional services firms—translation agencies, consultancies, training providers—win on relationship continuity. In Japan, where trust and reliability are weighted heavily in B2B decisions, sustained contact beats flashy pitch decks. Do now: Replace "email blast" with a simple cadence: 1 helpful note + 1 relevant insight + 1 human check-in each month. What does "good follow-up" look like in the real world? Good follow-up is a system, not a mood—and it works even when you're busy. The best example is when a supplier meets you once, then keeps in touch thoughtfully for years, so when you need them, they're already in pole position.  That's not luck. That's process. It's logging touchpoints, setting reminders, and sending value that matches the buyer's context: a short video, a case study, a relevant event invite, a quick "saw this and thought of you." Compare startups versus multinationals: startups often have hustle but no system; large firms have tools but suffer from internal handoffs. Your job is to combine both—human warmth plus operational discipline. Mini checklist One CRM record per decision-maker Next step dated and owned 3 channels: email + LinkedIn + one "real" touch (call/voice) Do now: Set CRM tasks immediately after every interaction—no "I'll do it later." How do you future-proof your sales talent as the market changes? Talent is time-bound—if your skills don't evolve, your results won't either. Being a Modern selling is a blend: consultative discovery, social credibility, and content that proves you can solve problems. Are you comfortable using LinkedIn, YouTube, short-form video, webinars, and a breadcrumb trail of useful insights? In 2025, buyers often "pre-qualify" you before they reply—your digital footprint becomes your silent salesperson. This is where markets differ: US sellers may lean harder into personal brand and outbound automation; Japan often rewards consistency, humility, and proof over hype. Either way, the basics still matter: questioning, listening, objection handling, and clear next steps—Dale Carnegie fundamentals don't expire. Do now: Pick one skill to upgrade this month (video, discovery, negotiation) and practise it weekly. Is investing in sales training still worth it when so much is free? Yes—free information is everywhere, but disciplined learning and application are rare. You can binge podcasts, hoard books, and still stay average if you never implement.  Back in 1939, Dale Carnegie made world-class training accessible through public classes. The logic still holds: if your company doesn't train you well, invest a microscopic part of your treasure and go get the best. Today, you've got Coursera, LinkedIn Learning, Dale Carnegie programs, specialist coaching, and industry conferences across Asia-Pacific, Europe, and North America. The difference between top performers and everyone else isn't access—it's commitment and execution. Top sellers learn, apply, customise, refine… then repeat. Do now: Spend treasure where it changes behaviour: coaching, role-plays, and frameworks you'll actually use in live deals. What separates top salespeople from everyone else over the long run? Top salespeople don't stop learning—and they don't just "consume," they apply. They stay current through market shocks, tech shifts, and buyer behaviour changes, then tailor what they learn to their patch.  They also protect their time like a dragon guarding gold. They're intentional about: prospecting blocks, client follow-up, pipeline hygiene, and skill practice. They understand cause-and-effect: no follow-up → no trust → no deal. No talent upgrades → commoditisation → price pressure. No treasure invested → stalled growth. This is true whether you sell SaaS in Singapore, industrial equipment in Osaka, or professional services in Sydney. And as work norms shift—think hybrid work and tighter labour conditions in parts of Asia, including Japan's evolving workplace reforms in recent years—buyers want clarity, speed, and reliability. Be that person. Do now: Audit your week: cut 2 low-value activities, add 2 relationship touches, and schedule 1 learning/practice session. Final wrap Sales will always throw curveballs—clients change, supply chains wobble, internal delivery misses happen. But time, talent, and treasure are your controllables, and they compound when you manage them like a pro. Build a follow-up system, evolve your skills for modern selling, and invest in learning that translates into behaviour. Then you'll stop riding the rollercoaster with your eyes closed—and start driving. Optional FAQs Is cold calling dead in 2025? Cold calling still works when paired with a cadence (LinkedIn + email + calls) and a clear value hook, not random dialling. How often should I follow up with a prospect? Monthly is a strong default for warm prospects, with tighter weekly touchpoints during active deal stages. What's the best CRM for follow-up? The best CRM is the one you actually use daily—Salesforce, HubSpot, and Dynamics all work if your cadence is disciplined. Next steps for leaders and salespeople Build a minimum follow-up cadence and measure it weekly Run monthly role-plays on discovery, objections, and closing Set learning KPIs (hours practised, not hours watched) Coach on personal brand: one useful post per week Review pipeline hygiene every Friday Author bio Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and Greg has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).  Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, followed by executives seeking success strategies in Japan. 

Voda CEO, CFE Dan Claps explains how restorers can build, scale, and future‑proof their business using KPIs, people‑first culture, and smart growth strategies.

If your leaders don't know how they're measured, you can't expect consistent performance or real ownership. Show Notes Page: https://www.thehowofbusiness.com/598-do-your-leaders-know-the-score/  Frustrated with inconsistent performance from your managers or senior team members? The issue may not be motivation, it may be measurement. In this episode, Henry Lopez breaks down why leadership performance problems often stem from a lack of role clarity, measurable outcomes, and transparent KPIs. Without clearly defined metrics, even highly motivated leaders drift. Expectations become subjective. Feedback becomes emotional. And performance becomes inconsistent. Henry explains the difference between expectations and KPIs and why outcomes, not activity, must be measured. He walks through: How to define company-level KPIs first How employee KPIs must roll up to business goals Why 2 to 5 KPIs per leader is the right number The importance of transparency in formulas and data sources Why ownership requires control How KPIs improve engagement, fairness, and accountability As Henry says, "If employees don't know how you measure their performance, you can't expect them to win." If you want stronger leadership, clearer accountability, and more consistent results in your small business, this episode provides a practical framework you can implement immediately.. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Keith sits down with Fred Hodge Jr., owner of Clearview Washing in New Jersey—an exterior cleaning company that's been growing since 2004 and now runs up to 26 employees in peak season. Fred breaks down what actually helped him scale: lead gen, hiring, culture, and the systems that keep the business running even when he's on vacation (without the "putting out fires from the beach" vibe). They get into niche high-profit services (yes, chandelier cleaning), the KPIs that drive pricing decisions, how to raise prices without nuking your calendar, and why Fred keeps a buffalo picture behind his desk—to remind himself to run toward problems, not away from them.   "What got you there isn't the same avenue what's gonna get you to your next place." – Fred Hodge Jr.   What You'll Learn in This Episode: How Fred scaled from "Chuck in a truck" to a multi-crew operation The systems that help him step off the truck—and stay off Why bundling services dramatically raised their average ticket How to use simple KPIs (no algebra required) to make smarter pricing moves What "penny smart, dollar foolish" looks like in real business decisions How to build a team culture that retains great people   Key Takeaways: The Business: 22 Years, 26 Employees, Multiple Services. Clearview Washing offers window washing, power washing, soft washing, gutter and roof cleaning, holiday lights, shrink wrapping outdoor furniture—and even chandelier cleaning. Peak season team size hits around 26 employees, with a business mix that's roughly 70% commercial (including HOAs/condos) and 30% high-end residential. The "Chandelier Cleaning" Advantage. Fred explains why chandelier cleaning became a standout niche: most competitors avoid it due to complexity and liability. Clearview leaned in, developed the skill set and tools, and now gets inbound calls from across New Jersey—sometimes landing $8K–$10K chandelier-cleaning projects in high-end homes. Scaling Happened When Systems Got Serious. Fred credits a major turning point to implementing real operational systems (with big help from his wife, who drives processes). That included choosing a CRM (Jobber) and building workflows that reduce chaos and prevent everything from escalating to "owner-level emergencies." He even jokes their QuickBooks coach says they're "not an exterior cleaning company—they're a technology company that offers exterior cleaning."   Connect with Fred Instagram: https://www.instagram.com/fredhodgejr/  Facebook: https://www.facebook.com/freddie.hodge  Website: https://clearviewwashing.com/  Connect with Keith Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas   Resources and Websites:  Start Getting Leads Now https://www.footbridgemedia.com/keith The Untrapped Alliance: https://www.keithkalfas.com/alliance Resources You Need To Build A Successful Business https://www.keithkalfas.com/resources

In this episode, Jason takes on a sacred cow in construction: project status reports. Jason explains why most monthly status reports fail to drive real improvement. Too often, they become a substitute for going to the gemba, the place where the work actually happens. Leadership reviews numbers from afar, project teams generate reports they don't benefit from, and nothing meaningful changes. But it doesn't have to be that way. What you'll learn in this episode: Why traditional status reports rarely improve performance How reporting can unintentionally disconnect leadership from the field What KPIs actually drive the right behaviors Why Deming's principles matter in executive reporting How to align financial, schedule, and quality indicators with prevention Why executives should review reports on-site not just via email If you're an executive, director, or project leader, this episode will challenge you to rethink how you connect to your projects. 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

What do you do when life doesn't move on your timeline?When grief hits.When comparison creeps in.When the applause stops.When the results aren't immediate.In this episode, I recorded live from Texas Tech and unpacked a message about endurance, identity, faith, and trusting God in hidden seasons.This is about:• Betting on yourself even when no one is watching• Trusting God's timing instead of culture's timeline• Blocking out comparison and outside noise• Working without validation• Grieving while still believing• Separating your job from your true calling• Becoming disciplined in unseen seasons• Refusing to shrink when fear speaksYou are not what you produce.You are not your KPIs.You are not your engagement numbers.You are valuable before validation.If you're in a waiting season, a grieving season, or a rebuilding season — this is for you.Keep showing up.Keep serving.Keep enduring.God honors faith and obedience.MIND BULLY PODCAST:SpotifyApple PodcastsSOCIALS:@kingno_@mindbullypodcast 

Doug Green, Publisher of Technology Reseller News, sat down with James Cadman, Chief Customer Officer at Luware, to explore how organizations can modernize customer engagement and contact center operations in an era of digital transformation. Cadman explained that Luware specializes in cloud-native customer service and contact center solutions that integrate seamlessly with platforms like Microsoft Teams, helping enterprises deliver unified, efficient support at scale. He emphasized that customer success is central to Luware's mission and that people—more than processes or metrics—are what drive exceptional outcomes. In his words, “People drive excellence, not just KPIs!” (from industry sessions delivered by Cadman). The discussion highlighted how customer experience must evolve beyond siloed channels to truly omnichannel engagement, ensuring consistency, personalization, and responsiveness across voice, chat, email, and digital touchpoints. Cadman noted that customers today expect seamless journeys and that companies must architect their contact center technologies and organizational structures to support frictionless interactions. Luware's approach blends technological innovation with dedicated customer support. Cadman shared examples of how personalized service—such as assigning customer success specialists to guide onboarding, environment setup, and issue resolution—can make a material difference in adoption and satisfaction. This focus on support excellence helps organizations achieve rapid time to value and high levels of trust in outcomes. Finally, Cadman spoke to the importance of aligning technology with business goals, including digital transformation, compliance, and analytics. Luware customers across sectors like government and finance have leveraged solutions such as Luware Nimbus to simplify communications, scale on demand, and gain deeper insights into operations. More about Luware's solutions and customer success resources is available at https://luware.com/.

Scaling from $1M to $10M: What No One Tells You | The Financial Operator Podcast | Episode 78 What really happens when a firm scales from $1M to tens of millions? In this episode of The Financial Operator: Cash In, Chaos Out, Jen sits down with Christy Hamilton, Partner & COO of Carey & Co, to talk about what scaling actually looks like behind the scenes, personally and operationally. Christy has helped lead Carey & Co through rapid growth, private equity investment, multiple transactions, and expansion from a small internal team to hundreds of employees serving nonprofits nationwide. This conversation dives into: • What changes when you scale from $1M to $10M+ • How leadership roles evolve as organizations grow • Why HR becomes critical (even when it feels like overhead) • The difference between being a generalist vs. a specialist • Why authority doesn't always grow with responsibility • Decision fatigue and scaling pressure • How KPIs create accountability, even for solo founders • Why growth isn't always the right goal If you're building a firm, running a nonprofit, or wondering whether scaling is worth it. This episode offers an honest look at the tradeoffs, the identity shifts, and the resilience required to grow well. Watch now for a candid conversation on growth, leadership, and redefining success. ⏱️Timestamps 00:00 Introduction & Meet Christy Hamilton 01:00 Inside Carey & Co & the Nonprofit Sector 02:40 Growing from $1M to Multi-Millions 04:30 How Leadership Must Evolve as You Scale 06:40 Why HR Becomes Non-Negotiable 08:00 Generalists vs. Specialists in Growing Firms 10:00 Letting Go of Control 12:30 Organizational DNA & Culture 16:00 KPIs, Metrics & Accountability 19:00 Scaling Pressure vs. Lifestyle Design 23:00 Decision Fatigue & Authority Gaps 26:00 When Growth Isn't the Right Goal 29:00 Resilience & Reinventing Yourself 31:00 How to Connect with Christy To connect with Christy Hamilton: LinkedIn: https://www.linkedin.com/in/christy-hamilton-54941520 Don't forget to subscribe for the latest podcast episodes and insights from  @mkbcfo Do you have your own financial or business growth questions for MKB? Visit: Website: https://mkbcfo.com Instagram: https://www.instagram.com/mkb_cfo/ Facebook: https://www.facebook.com/mkbcfo LinkedIn: https://www.linkedin.com/company/mkbcfo #NonprofitLeadership #BusinessScaling #FractionalCFO #OperationsLeadership #WomenInBusiness #PrivateEquity #EntrepreneurJourney #LeadershipGrowth #BusinessStrategy #TheFinancialOperator

Happy 2026. This Episode is hosted by Chris Maffeo and brought to you by MAFFEO DRINKS. A Deep-Dive Analysis of This Episode is Available at maffeodrinks.com In this second part of the conversation on MAFFEO DRINKS, host Chris Maffeo continues the discussion with Matilda Andersson, Managing Director at Truth Consulting, diving deeper into practical frameworks and methodologies for consumer research in the drinks industry. The conversation introduces the Four Cs Framework (Consumer, Culture, Category, Company) as a holistic approach to brand strategy that moves beyond focusing solely on consumers to incorporate broader cultural shifts and company truths—revealing why culture is the most neglected element despite being critical for long-term success. We explore the dangers of drinks industry echo chambers where brands become too geeky about serves and specifications while missing how consumers actually behave. Matilda shares insights on customer closeness programs that take design teams and brand managers out of offices to meet real customers in their natural environments. The discussion examines whether passion for the category matters for drinks professionals, the tension between short-term KPIs and long-term vision, and the challenge of bridging qualitative gut-feel insights with rigorous research methodologies. We address what makes research genuinely useful versus a bureaucratic chore, emphasizing honesty, collaboration, and actionable insights over data dumping. The conversation reveals how brands can stay relevant across multiple generations without alienating existing customers, focusing on cultural connection points rather than manufactured demographic differences.Timestamps:00:00 - Introduction: Making Brands Relevant Across Generations02:45 - The Four Cs Framework: Consumer, Culture, Category, Company07:20 - Culture as the Most Neglected Element in Strategy10:50 - Settling Arguments: When Research Briefs Have Hidden Agendas14:30 - Category Myopia in Drinks Industry18:40 - The Geek Problem: Serves, Specifications & Echo Chambers23:15 - Customer Closeness Programs: Taking Teams to Meet Real People27:50 - Does Passion for Category Matter for Drinks Professionals?31:20 - KPIs, Short-Termism & Fear of the Future34:45 - Bridging Gut-Feel Insights with Rigorous Research37:30 - What Makes Research Useful: Honesty & Collaboration40:15 - Wrap-up: Participation, Co-creation & Breaking Down Walls This episode is brought to you by MAFFEO DRINKS, an Advisory helping drinks leaders execute bottom-up growth while managing stakeholder expectations. 

Your dashboard tells you what happened.It doesn't tell you why.If revenue is slipping, labor is climbing, or regulars are quietly disappearing, your KPIs are showing symptoms, not causes.In this episode, we break down The Human Audit, a simple 15-minute monthly system for bar owners to reduce staff turnover, improve guest experience, and protect profit by asking five direct questions.You'll learn:Why KPIs are lagging indicatorsThe five questions to ask your team every monthHow to spot turnover risk earlyHow to catch guest experience leaks before they cost youHow to fix culture issues before they hit your numbersIf something feels off in your bar, this is how you figure out why.

  Alexis Kingsbury interviews Ron Baker, author and founder of VeraSage Institute, about why tracking time and billing by the hour harms professional services firms by distorting behavior, reducing margins, and undermining innovation. Ron explains the “transformation economy” as a shift beyond services and experiences toward guiding clients from a current state to a desired future identity. He argues firms should market and price around transformation rather than tasks. He describes how subscription models change pricing, KPIs, and financial thinking toward lifetime value, recurring revenue, and churn. He says the biggest barrier is unlearning cost-accounting and timesheet mentalities. They discuss how AI reduces rote compliance work, increases pressure on hourly models, and frees up time for deeper client relationships. They also explore alternative metrics such as net promoter score, turnaround time, and “high satisfaction days,” as well as the need for specialization and stronger referral networks. Timestamps 00:00 Timesheets Kill Innovation 01:13 What Is Transformation 03:33 Selling the Outcome 05:38 Subscription Done Right 08:27 Why Leaders Resist Change 13:38 Compliance AI and Opportunity 15:21 The Case Against Time Tracking 16:50 Four Timesheet Myths 18:46 Cost Accounting Is Broken 23:03 Pricing Value, Not Cost 24:21 Timesheets Kill ROI 25:07 Upfront Pricing and Cashflow 26:00 Better KPIs Than Utilization 27:07 Leading Indicators That Matter 28:44 High Satisfaction Days 29:52 Managing for Outcomes 34:10 Transformation Economy for Compliance 35:52 AI Commoditization Pressure 37:07 Specialize and Build Networks 38:17 Quickfire and Closing Takeaways 43:47 Resources and Farewell Links • Ron Baker – LinkedIn: https://www.linkedin.com/in/ronaldbaker/ • Ron Baker – X (Twitter): https://x.com/RonBaker • Ron Baker – Facebook: https://www.facebook.com/RonaldJBaker • VeraSage Institute: https://verasage.com/ • The Soul of Enterprise Podcast: https://www.thesoulofenterprise.com/ • Threshold Now: https://thresholdnow.com/ • Time's Up! The Subscription Business Model for Professional Firms (Ron Baker & Paul Dunn): https://www.amazon.com/dp/1119578881 • The Firm of the Future (Ron Baker & Paul Dunn): https://www.amazon.com/dp/1118354807 • Implementing Value Pricing – Ron Baker: https://www.amazon.com/dp/1118096301 • Pricing on Purpose – Ron Baker: https://www.amazon.com/dp/1119120842 • Wealth and Poverty – George Gilder: https://www.amazon.com/dp/1594034010 • AirManual Resources & Playbooks: https://airmanual.co/resources

If your business only works when you're working, it's time to redesign how it runs. In this episode of Sharkpreneur, Seth Greene interviews Lady Jen Du Plessis, DC, The Scaling Architect, who shares how she went from knowing nothing about mortgages to becoming a top-producing leader who helped fund more than a billion dollars in loans. A celebrated Amazon best-selling author, podcaster, and TV host, she's helped more than 8,000 entrepreneurs transition from practitioner mode to scalable companies that don't require daily intervention. She breaks down the mindset shift, systems, and leadership habits that drive real harmony and long-term growth. Key Takeaways:→ Teams can't execute consistently without documented, repeatable processes.→ People struggle when they aren't empowered with clear workflows and expectations. → Scaling a business requires clarity about vision, values, and voice. → AI is useful, but it can't replace the human touch. → Know when to hire using lead indicators and KPIs, not out of desperation. Affectionately known as The Scaling Architect, Lady Jen Du Plessis is the Leading Expert in helping powerhouse business owners create a company that runs smoothly without them - achieving massive revenue growth while gaining more freedom and fulfillment in life with grace and ease. Who would have ever thought that little "Jenny Who Ain't Got a Penny," now Dame Lady Jen, a member of the Royal House of Cappadocia and the Royal Order of Constantine the Great and Saint Helen, would have become a numerous #1 Amazon best-selling author, host of 3 top ranking podcasts, and producer and host of her TV show Business on the Vine. Connect With Jen:Website: https://www.ladyjenduplessis.comInstagram: https://www.instagram.com/jenduplessis/X: https://x.com/JenDuPlessisFacebook: https://www.facebook.com/JenDuPlessis22LinkedIn: https://www.linkedin.com/in/jenduplessis/

EPISODE DESCRIPTIONThinking about starting a roofing business? Or trying to run yours more professionally?In this episode, Dave sits down with former co-host and roofing business owner John Delaurier to talk about what it actually takes to build a profitable roofing company in 2026.They cover profit margins, speed to lead, branding, hiring your first sales rep, neighborhood domination marketing, and the key KPIs every contractor must track.If you want to build it right — this episode is for you.

Building a successful sales career isn't just about hitting quotas—it's about intentional career planning, fostering creativity, and creating environments where talent can flourish. Too many organizations focus solely on product training while neglecting the human element that drives revenue growth. In this conversation with Edward Allen, Chief Revenue Officer at Measurabl, we explore how strategic career development and creative thinking can transform both individual trajectories and organizational performance. Edward shares insights from his 30-year journey through financial services and technology, revealing how simple yet structured approaches to talent development can reduce attrition and accelerate growth.          The Power of Structured Career Conversations Edward discusses his quarterly career development framework—a departure from traditional annual reviews that often come too late. These conversations focus on understanding what employees truly want to do, what they don't enjoy, and exploring possibilities they may not even know exist within the organization. Creating Roles That Don't Exist One of the most compelling aspects of our discussion centers on encouraging team members to pitch entirely new roles. Edward shares his own experience of giving up a $400 million book of business to create a new position that ultimately quadrupled revenue for underperforming divisions. Revenue Hackathons and Cross-Functional Innovation We explore how bringing together diverse perspectives—from finance to legal to frontline sales reps—can solve complex business challenges in unexpected ways. Edward explains how cognitive diversity becomes an accelerant for innovation when you create the right forum for ideas to emerge. Here's what you can expect to gain from this episode: ·        A framework for conducting meaningful quarterly career development conversations that reduce surprise departures ·        Strategies for identifying and developing hidden internal talent through cross-functional moves ·        Methods for ensuring junior team members' voices are heard and valued in revenue planning ·        The importance of portable skills training that benefits both current performance and future career growth ·        How to structure feedback systems that encourage innovation from the bottom up Edward's approach challenges conventional hierarchical thinking and demonstrates how investing in people development directly correlates to revenue outcomes. Whether you're managing a small team or leading a large organization, these principles can help you build a culture where creativity thrives and careers flourish. Key Moments of This Episode 00:00:52 - Introduction to Edward Allen and Measurabl Mario introduces Edward Allen, Chief Revenue Officer of Measurabl, a sustainability data and technology company. Edward shares his 30-year career journey from Goldman Sachs to leading revenue teams, highlighting his transition from financial services to fintech and his current role at Measurabl. 00:04:23 - From Acting Dreams to Sales Success Edward reveals his unexpected career path, sharing how he initially pursued acting at the American Academy of Dramatic Arts before pivoting to Goldman Sachs. This personal story demonstrates the importance of taking risks and finding your true calling in professional development. 00:06:48 - Building Structured Career Development Systems Edward discusses implementing quarterly career development conversations with direct reports, moving beyond traditional annual reviews. He emphasizes asking "how do you like your job?" and creating formal processes to understand employee aspirations and reduce regrettable attrition. 00:14:00 - Investing in Portable Skills Training The conversation shifts to training philosophy, with Edward advocating for soft skills development over product training. He shares examples of negotiation training, social psychology, and certification programs that employees can take anywhere, creating value for both current and future roles. 00:20:35 - Creating Accountability for Career Development Edward explains how to systematize career development through metrics and KPIs, including personal development goals, manager scorecards, and tracking regrettable attrition. He emphasizes making career growth visible and celebrated within the organization to drive engagement and retention. 00:32:22 - Unlocking Hidden Internal Talent Discussion focuses on cross-functional moves and international opportunities. Edward advocates for 60-day internal job postings before external searches, sharing examples of unexpected internal candidates who became successful in new roles across different geographies and functions. 00:35:58 - Running Revenue Hackathons for Innovation Edward explains the concept of revenue hackathons, bringing together diverse teams including finance, legal, and sales operations to solve business challenges. He shares a success story of creating email-based contracting for Fortune 100 clients through collaborative innovation. 00:39:25 - Amplifying Junior Voices in Sales Culture The discussion covers strategies for ensuring junior employees' ideas are heard, including reverse-order meetings (starting with junior staff), documenting all feedback, and providing follow-up on suggestions. Edward emphasizes the importance of recognition and creating safe spaces for innovation. 00:54:23 - Contact Information and Closing Edward provides his contact details, and the hosts wrap up with his favorite movie recommendation. The episode concludes with information about the Modern Selling podcast and promotional content for productivity tools. About Edward Allen Edward Allen is the Chief Revenue Officer and member of the Executive Committee at Measurabl. Measurabl is the world's most widely adopted sustainability data and analytics platform, empowering over 1,000 customers across 93 countries to achieve great levels of profitability.  The company serves the needs of investment managers, asset owners, real estate operators and banks and insurance companies. Prior to Measurabl, Edward worked for 20 years at MSCI where he led strategy and grew top line revenue across a multitude of data and analytic businesses.  He started his career in financial services at Goldman Sachs in the Institutional Advisory Services group. Edward received his Bachelor's Degree in Political Science from Boston University, his Master's in Business Administration from HEC School of Management in Paris, also spending time studying at London Business School. Follow Us On: ·        LinkedIn ·        Twitter ·        YouTube Channel ·        Instagram ·        Facebook Learn More About FlyMSG Features Like: ·        LinkedIn Auto Comment Generator ·        AI Social Media Post Generator ·        Auto Text Expander ·        AI Grammar Checker ·        AI Sales Roleplay and Coaching ·        Paragraph Rewrite with AI ·        Sales Prospecting Training for Individuals ·        FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: ·        As a Chrome Extension ·        As an Edge Extension  

Send a textJoin Dr. Kelly Whelan with guest Jeremiah Burke to unpack what it means to lead with grace while holding high standards. From self-leadership and honoring a Sabbath to discernment and smart failure, we explore how to move teams from mere compliance to true capacity and flourishing.• redefining leadership as stewardship of influence• strength with grace, not softness or dominance• self-leadership across mind, body, spirit, soul• feedback, humility, and open-door trust• mentors, coaching, and mental health support• Scripture, Spirit, Support as discernment filters• moving teams from compliance to capacity• measuring fruits beyond KPIs and revenue• recognition that fits each person's motivation• smart failure, innovation, and permission to try• knowing your people and co-creating solutionsGet Jeremiah's book @ Amazon, Barnes & Noble, Archway Publishing, and more. Connect on Facebook: Leading with Grace; LinkedIn: Jeremiah Burke; Website: GraceFilledLeadership.comSupport the showBelemLeaders–Your organization's trusted partner for leader and team development. Visit our website to connect: belemleaders.org or book a discovery call today! belem.as.me/discoveryUntil next time, keep doing great things!

Takeaways Cómo el contenido visual y textual, apoyado en IA, puede mejorar la percepción y venta de productos. La categorización estratégica de productos en niveles de lujo y cómo influye en las decisiones de compra. Optimización del UX/UI: desde comparadores, paquetes personalizados y gamificación para incrementar el ticket promedio. La relevancia del control del piano económico: conocer y jugar con los unit economics y márgenes para decisiones comerciales efectivas. Estrategias de descuentos escalonados, bundles y uso estratégico de countdowns y contador psicológico. La visión de Esme sobre la planificación y tiempo necesarios para temporadas altas como Hot Sale y Buen Fin. Métricas clave y KPIs a monitorear regularmente para impulsar el seguimiento en e-commerce. La importancia del trabajo en equipo y colaboración con agencias para resultados sostenibles. Tendencias futuras: integración de AI en plataformas como Shopify y el uso de contenido generado por usuarios. Chapters 00:00 - Introducción y contexto del caso Atlas y Spring Air  02:24 - La evolución del canal de e-commerce y etapas iniciales  07:22 - Diagnóstico del canal hace dos años y principales cambios estructurales  10:54 - Migración de Vitex a Shopify y beneficios obtenidos  13:17 - Generación de contenido y uso de IA para imágenes lifestyle  15:21 - Diseño de contenido "Reasons to buy" de marca y producto  19:26 - Mejoras en UX/UI: comparadores, paquetes y gamificación  22:07 - Optimización del checkout y consejos para Shopify Plus  25:47 - Estrategias de contador en sitios y páginas de producto  28:17 - La gestión del pilar estratégico: juego con márgenes, bundles y descuentos  31:50 - ¿Qué es un piano y cómo jugar con él para maximizar beneficios?  32:42 - La importancia del control de unidades económicas  36:26 - Categorización de productos y su impacto en ventas  40:06 - Educación del cliente y transformación técnica a beneficios claros  43:23 - Estrategia de performance marketing y métricas de adquisición  48:42 - KPIs relevantes y seguimiento en e-commerce  50:32 - Lecciones clave y errores comunes en operación de tiendas online  54:25 - Tiempo de planeación para temporadas altas  56:00 - Cierre, colaboración en equipo y próximos pasos Recursos mencionados en este episodio: ✅ Descarga tu checklist BFCM aquí: ed-digital.com/BFCM

Are you paper rich but cash poor? If your practice looks successful on reports but doesn't feel successful in your bank account, this episode is for you. In this episode of the Raving Patients Podcast, Dr. Len Tau welcomes Tala Batarseh, visionary behind Dentala Coaching and Consulting. Tala shares practical strategies for managing dental practices by data rather than emotion, helping dentists gain clarity, profitability, and predictability. They dive deep into the five essential KPIs every practice must monitor, why many practices are "paper rich but cash poor," how to improve case acceptance ethically, the importance of reducing downtime, and why onboarding and team retention are just as critical as patient retention. If you want stronger cash flow, better team performance, and systems that run on autopilot, this episode delivers actionable insight you can implement immediately. What You'll Learn The 5 essential KPIs every dental practice must track Why production means nothing without collections What a healthy collection percentage should look like How to measure case acceptance properly The danger of ignoring downtime in your schedule Easy "low-hanging fruit" strategies to increase revenue Why onboarding failures cause team turnover How to shift from transactional dentistry to relationship-based care — Key Takeaways 00:45 Welcome & Episode Introduction 03:20 How Tala Helps Dental Practices Grow 06:07 Paper Rich, Cash Poor Explained 07:55 The 5 Essential KPIs Every Dentist Must Know 15:07 What Healthy Production & Collection Numbers Look Like 22:17 Case Acceptance Benchmarks & Strategy 25:39 Low-Hanging Fruit in Your Practice 27:50  Building a Strong Onboarding System 32:01 Advice for Office Managers 33:09 Lightning Round Q&A 38:30 How to Connect with Tala — Connect with Tala

What actually makes someone stay? In Part 2, Mike Lejeune and Jonathan Whistman move from hiring strategy to leadership execution — how to deeply care, coach hard, and build an identity people won't walk away from. Jonathan shares practical examples of: Recruiting the spouse Earning the right to have difficult conversations Designing onboarding that shapes identity Creating championship-level rituals inside organizations This conversation goes beyond retention strategies — it's about building people. In This Episode: How to show people they matter (beyond surface-level care) Why leaders must earn the right to deliver hard feedback How to coach performance tied to personal identity Identity rituals that cement belonging Why champions don't need micromanagement — they need standards Key Takeaways: People stay where they feel seen and developed. Difficult conversations only work when trust is established. Identity is stronger than compensation. Leaders must raise their benchmark before raising expectations. Next Steps: Have one deeper conversation this week that goes beyond KPIs. Evaluate your onboarding — does it shape identity? Raise your standard — and communicate it clearly. Connect with Jonathan on LinkedIn: https://www.linkedin.com/in/jonathanwhistman/

Why is it so difficult for doctors to delegate, even when it so obviously impacts the team? Kiera and Dana discuss the art of delegation, and where it overlaps with clear expectations and accountability. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:   The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I love when I get the consultants to podcast with me. And today I got the one and only Dana,   I actually have a better nickname than Danie for you. I've like upgraded. I really do think you're Dynamite Dana. And so welcome to the show. Dynamite Dana. Like you just are dynamite in so many ways, so many areas. People love you. I know people are like donuts with Dana. That one was really catchy and clever, but I think like dynamite Dana is who I'm going to stick with. So how are you today there? Dynamite Dana.   The Dental A Team (00:27) Doing good. I'm glad you found one that felt right.   The Dental A Team (00:29) I mean, I still love Dainty   so much and that will probably always forever remain. ⁓ But Dana, truly you're a dynamite consultant and I've watched you evolve and it's like, ⁓ you were on the podcast with me last time where you took a practice from negative profitability to multi profitability in just a couple of months. And I think the dynamic and dynamite ability you have so like dynamic doesn't feel as cool as dynamite, but it's because you're this dynamic player and you're able to help teams, help doctors, help offices.   The Dental A Team (00:33) You   The Dental A Team (00:58) And really it's, think like role clarity, like really focusing on top priorities. And I think that that's like the clutch piece of consulting. If I like boil down what two consultants do differently is yes, we have this like Mary Poppins bag of tricks, but I think the piece is we know which Mary Poppins tool and prioritization and piece based on the numbers, based on the goals need to happen. And I think you're very, very dynamic and dynamite and being able to do that. So excited to have you on the show today.   The Dental A Team (01:26) Yeah, I'm really excited to be here. I haven't podcast in a while with you, so it's going to be fun.   The Dental A Team (01:31) great time girl.   think our last one was talking about your transformation practice. So today's gonna be fun because I think that this is a topic you and I see often is like   doctors struggle, teams struggle to delegate and they struggle to have like role clarity and I'm even guilty of this. Like I've watched myself like it's crazy when I have these podcast topics and I'm like hi it's me I know I'm the problem I know I'm hanging on to these issues I know I'm causing this chaos and so I kind of wanted to like talk about   why doctors struggle to delegate, why we get into this like bottleneck, and then what it can look like on the other side and how we've been able to help doctors. Like, I know you've got a couple in mind. I've got a couple in mind of what does it look like when we start to trust that process? So Dana, from your perspective, why do you feel like doctors don't delegate and we like bottleneck and we hold on or like owners and founders and office managers? Like, what is that? Like we know we're bottlenecking. Like it's annoying to me. I'm like, I know I'm having a temper tantrum and I don't know how to stop it. Like I know I'm not delegating. I know I'm holding on. know I'm freaking   like failing over here. What, like, why do think this is a rift? What are your thoughts?   The Dental A Team (02:32) I   I will say I feel like Dr. Personality is like a doer, right? They're so used to like to get to become a dentist, right? You have to have succeeded thus far in life. And I do feel like that in order to kind of get where they are, they've had to kind of always do right work really hard, hit the books really hard, hit the clinic really hard. And so I do feel like it's kind of ingrained in them just as humans is that they want to do all of the things. And I also think that there's a misconception of leadership. And being a good leader means doing all   things, making all the decisions, having everyone lean on you for everything.   The Dental A Team (03:07) Yeah, I love that you say that because ⁓ there's a book that, gosh, I should look up the name of it. mean, like, I really will actually, guys. Like, if you're watching, don't worry, I'm ⁓ looking this up right now. ⁓ But it's like the founder mindset. And I think so many of us, it's the founder's mentality, how to overcome the predictable crisis of growth. And I think about this book often because like you said, it's a...   what you have always done won't get you where you need to go. And like those habits and those patterns and the different pieces, it's this, like you said, like you had to work hard in dental school. You guys, watched you. Like I worked at a dental college. ⁓ We watched you be this person. And also there's a perfectionist piece of you literally are working in such small areas. Like the mouth is so small. You have to be perfect. You can't have that. Like, I mean,   shoot, you barely move that burr wrong and you're nicking the tooth next to it and you're like, dang, and now gotta like patch this thing up. Like you really do have such a small, finite controlling area. ⁓ But I think it's ⁓ a space of, we all know, Dana, it's like, logically, I know that if I delegate and I trust my team, my life gets better. So what do you feel like it is? Like, how do people actually let go of the vine? Maybe I'm asking for coaching for myself.   The Dental A Team (04:18) Yeah, and I think some of the hold back   is they might have tried to delegate something in the past and it didn't go very well, right? Because there's an art to actually delegating and delegating that is successful and setting real clear expectations. And so I find like, well, I've tried, right? But the person it fell through the cracks or there wasn't an accountability piece built in. And so I think it's like learning truly how to delegate correctly and delegate so that pieces come back to you and you're not chasing down the thing that you   thing that you gave because if you have to chase it down, if you have to check it, like it's still on your plate then, right? That, that it still hangs over your head if you, if those pieces aren't in place. And so sometimes I think too, it's like they have had a past history of trying to delegate and it's like not failing, but feeling like, I should have just done it anyway.   The Dental A Team (05:09) Totally. And I think as you said that like, I'm into now the how of like, okay, I hear that I agree. And I, it was funny, Jason, I, call it like tub talk, like think tank talk. Like we go out hot tubbing, we don't take our phones. It's like really beautiful and shoot, it just snowed. So I can't wait to get out there and like go hot tubbing in the snow. ⁓ it's a really magical world, but we were talking about it and I realized we're using a recruiter to help hire some team members for us that I'm really excited about that are like far out of my league that I don't even know how to hire. So   ⁓ brought in some executive recruiters for that. And I remember they were asking me, they're like, Kiera, what's going to break your trust the most? And I was like, I know actually, like for me, and so team members hearing this, the number one thing, and Dana, I'm saying this because you are not this person and I'm going to highlight you, I think there's also a space when doctors delegate to make sure the person we're delegating to is right person, right seat. ⁓ For me, I've learned that the way I lose trust the most is when people tell me they're going to follow through and they don't. Like I'm very, because I just feel like,   then don't do it. I get they have best intentions, but I'm more obsessed about outcomes and you delivering rather than you just taking a million things on to make me happy. ⁓ And so I thought about it, like, who are the people that I trust implicitly, like on our team and Jason, I'm not going to like do the role of X day. And I'm that's like unfair. You'll get to hear the like behind the scenes, Jason and Kiera talk. One doctor, he was like, Kiera, if I could just be a fly on the wall to hear the conversations you and Jason have. And I was like, I don't know if you want to know them all. ⁓   But I thought about it I was like, okay, my core crew that I really do trust, like what is it and how do I delegate to these people? Like Dana, I know, and this is why I called you Dynamite Dana and Dynamic Dana is Dana, I know with out of doubt, I can give you clients and you're gonna deliver and you're not gonna let me down and you're gonna follow up, you're gonna have scorecards, you're gonna show up to the coaching calls, you're going, like I never have to come and check in on you to make sure you're delivering to clients. Now, you may need help, that doesn't mean they're not gonna be like never asking, but I know you're gonna hit those deliverables. If I give you a project like, hey, you're gonna present,   Never in my mind have I been like, uh, Hope Dana is going to show up on that. Like I know I can count on Dana to be there. She's going to follow through. If she's got questions, you're going to proactively ask me. It like, I can give you tasks that they don't come back to me. Now there's other team members where I'm like, I feel like I'm playing whack-a-mole. I'm like, uh, did you check on that? Did you check on that? Did you check on that? Like, and I've noticed my anxiety is like lit to the next level. And I think as you were saying that and office managers and team members, I hope you hear this loud and clear.   This is the fastest way to break trust and not have a doctor trust you. And truth be told, like I'm going to just call out team members, not even just doctors. You're also being the bottleneck because your doctor doesn't trust you to give it to them. Now, doctors, there is a way for us to not take it back on. ⁓ But I was just, as you said that Dana, I think that there's a big space of doctors make sure that like, if you consistently have a person who's not following through and not delivering back to you, stop trying to make that person fit. Like just call it out of what it is and say, like, listen, this has to change. And if it doesn't, I recognize you're not right person.   Like Shelbi, ⁓ she's a kick-a personality for being that. She never lets anything slip through her. mean, Dana, she is on us like sticky. It's like, hey guys, where's this at? Where's that? But she's so nice about it. And there's just certain personalities that are that way. And then there's other personalities that are like more creative and you don't need them to be in. I don't need to delegate all that. Like they can have different projects. And so I think when you look at it, make sure that the person, and you can also look at people's personality profiles. There are some that are like detail centric.   They should be your operations. should be your office managers. They should be your billers. And then you're going to have people like myself. That's a little less on details, but I'm a dang good treatment coordinator. I don't need to have as many things. I just need to hit a goal. Like it's less confined versus an office manager. So I think also like picking people that are the right people for that. Dana, I talked a lot on that. What are your thoughts on that?   The Dental A Team (08:48) No, I completely agree. I do think it takes the right person in a seat and then once you have the right person clearly defining their role because sometimes too it's like who does it who has the capacity for me to delegate this to right and I think that sometimes things get lost because we ask the person that we always ask and yes they do but then we stretch them so thin things start to fall through the cracks because we haven't said hey is this something that you really feel like you can take on so it comes down to just like you said that trust that open communication and so I think   Role clarity helps delegation. It also helps like where does it make sense? Right? I'm probably not going to ask my biller to do treatment follow-up calls, right? I might probably ask the person that's working to my schedule or the treatment coordinator herself. So I think that all of these pieces, sometimes it's hard to like link when I'm like, okay, well, let's get clear job roles. Well, how does that help me delegate? Right? I think linking all these things together can really help a doctor see how   The Dental A Team (09:39) Mm-hmm.   The Dental A Team (09:45) easy it can become and not just for doctors like yes this is for the doctor that holds on to everything but for leads that hold on to everything for oms that hold on to everything this is just a really clear path for you to see do i have the right person in that seat is their role really really clear and who has the capacity to take on anything that comes up or something that you want to take off your plate   The Dental A Team (10:08) Totally. And Dana, as you said that something, our Dental A Team is in like such a fun transition or like we are, think Dana's feeling, our whole team's feeling it like we have gone from what Dental A Team was to what Dental A Team is becoming. And I'm super excited. We're going to roll out like a state of the company. Dana doesn't know it yet. Like it's coming. Like I can't wait. I know she's feeling the buzz around it, but I recognize as a leader that sometimes you've got to call out what was and where we're going. And   our team went through a, what I've called like a snow globe freaking shake. Like we decided like, let's just throw all the confetti, shake every person into different spots. And it's like, Britt's in a different role. I'm in a different role. Shelbi's in a different role. Thinking as like consultants, like Dana, you pretty much stayed the same, but like everywhere else around us, we just like ripped change tour and we built an accountability chart and we had to really say like, okay, what are the seats that the organization needs without names on it? What are the tasks that realistically should go under here?   And then like, let's look to see what open roles we have, who fits in what spots. And I remember we had a leadership meeting in September of last year. And who I remember, Britt was sitting at the table, Tip was at the table, I was at the table and Britt looks me across the eyes and she's like, Kiera, I just want to highlight and recognize that what you're about to go through and what I'm about to go through, Shelbi, Tiff, this whole leadership, like it is going to be a shake and it's weird. And we all actually like Dana hasn't seen it yet. You're about to get your PDF version come next week. ⁓   of our accountability chart, because right now it is that like, who does this make sense? Like I have normally gone to Shelbi because it's easy and Shelbi and I were working on like fees and different things. And I realized like, well, yes, I used to do that. Shelbi actually needs to be an EA and needs to fully be in that role. And Britt's over finance now and I need to go to Britt. So it's just like, we are constantly like pull out the legend. call it like, let's look at our big legend over here. Like who should this task be under? But I actually think that helps with delegation. And then the team actually is empowered to say like, Hey,   is this my role and not in a combative way, but like, let's make sure that instead of us just going for easy paths, we're going to the correct people. And then those roles actually have KPIs and then you got job accountability below it. So I think like, if you don't have something like that, and this is where like org chart and accountability chart, they get harped on. I recognize like operations people, they come in, they're like, marketers love to give me a growth plan. Like, cool, I hear it. It's like top to the funnel, down to the funnel. Operations people love to give me an org chart.   And what I've noticed though is if you have that clarity of who does what delegation becomes much easier and accountability holding to becomes easier because we can pull out the paper and I'll be like, Britt, it says right here online, like squint your eyes. It's right there. Or we're like, okay, here's a process. It's not on anyone's plate. Let's look to see under which seat going to your capacity thing, Dana, which seat does this make sense? And can they take the capacity today or what needs to shift so that way they can.   But also I remember Tiffanie, ⁓ she was like, you guys have never told me what my full job is. So for me to say I have capacity during hot, I don't even know what it all encompasses. And so ⁓ as I worked with offices, as I worked through our own company, I will say accountability charts and org charts need like an update like every six to 12 months. And we relook to see are there additional tasks because businesses innovate, they evolve. mean, Dana, what you were starting to do versus what you're doing today, it has evolved. Everyone evolves and   I also think like we noticed when we were going through it, we have a VA who's amazing. Everybody loves Joash on our team. Shout out to Joash. ⁓ And we happened to notice that like we needed somebody over in marketing and marketing. were going to go hire somebody and we're like, Whoa, Joash has like 75 % of his time available right now. We could actually deploy him over in marketing and make that tour. That gap can be filled. And so I think like even in consultant world Dana, like you probably are like, Hey, I actually have space. I could take on more projects if you guys need. And this is how it's a   right seat, right role delegate, but then look at all the other players and like, Dana, you got really great strengths and some areas. What if we deploy you in this? So that way your leaders are not, especially as organizations grow bigger, let's deploy and use our team players to the highest level of clear job and also capacity. I think like then accountability is not as hard because we're not inundating just two or three people, but gosh, like as I say, all this, is an evolution of practice. ⁓ Tiff, Britt, Shelbi, and I were all talking like,   It's been the core four for a long time. Like we've just done everything and we're like, we now have 17 team members having four people try to do like a one. I mean, we're not even using half of our team. And yet the co like the top leaders are drowning. It's just an evolution. And I think that this is where bottlenecks revisions having an outside person come in and see it helping you guys elevate really just paramount. And so I'd say like quick steps are get that org chart. Like Dana was saying in the accountability chart.   figure out where the gaps are and who should it go under, not name, but position, and then put names in and see where gaps are and who could we pull in to help out. Like you said, and then you get the job descriptions that are super clear. And then we start holding accountable to that job description. It's very easy when we all see it, got it, and getting the whole team bought in. I'm not going to lie. It's taken us like four months to get here to where whole team's going to see it. There's been a lot of shifting and shaking and making sure we have it right. And then letting the team know it's going to evolve.   But just giving clarity, but even for me, I now know who do I go to, who do I pass this task to? It becomes so much easier to delegate and get rid of those bottlenecks. Dana, that was so much knowledge. Like welcome to behind the scenes. You get to learn firsthand on the podcast, you're welcome. like thoughts about that as a team, as a consultant, like what do you see in that?   The Dental A Team (15:23) Thank   you   I love that and just like kudos to you here in the leadership team for just always trying to map out those pieces and I do feel like as a team member I think it's important for doctors leaders to understand like team members most team members if you have right people right seat like we talked about in the beginning most team members want to grow they want to do a really great job they don't want to let you down when you give them a task and so this is just a pathway that   Create success for everybody. You can get those things off. You can hold accountability You can do all of those things with success and your team members get to elevate themselves grow within their position grow within their skill set And so it's just like a win-win overall for everyone when it's done this way   The Dental A Team (16:15) Yeah, no. And Dana, thank you for saying that. And thank you for the reminding. I think sometimes ⁓ when you have like one bad apple or one bad experience, I think as a leader, even myself, I don't know, my brother-in-law, was a, he's like this really big wig and build like these most incredible homes and all that. And I remember when I got married to Jason 15 years ago, I was like, gosh, Jay, your brother's always so grumpy. And I'm like, I get it. Businesses can pick at you and almost like take away that naive   innocence of how much people are great and you might see the dark side of humanity in spite of the goodness that you see. And I think for me, Dana, like you saying that it's like, no, that's a good, that's a good remembering and reminder for myself of team members really do want to make your life awesome. Team members really do love you and they want to rally around you and they want to be great and they want to grow and they want to evolve. They just sometimes need to know like, what is it you want? And also empowering team members like, can't wait, Dana, we're going to show this and   I'm excited for team members to look at this and be like, Hey, like raise a hand. Like I got space. I can help in these areas. Like this is where you use collective brains to help out, but team members like falling through. ⁓ but I also think like owners don't lose faith in like the goodness of your team. And, sometimes they'll drops. It could be a wrong person, wrong seat. It also can be. There's a lot on that person and we need to like deploy or clarify to make it easier. So Dana, let's talk real life. I know you have some offices. I got some offices.   The Dental A Team (17:42) Yeah.   The Dental A Team (17:44) Let's talk about   like how, what does it look like when it's doing it well? ⁓ How does it feel for offices? Like, let's just kind of go through that.   The Dental A Team (17:52) Yeah, I think the biggest word that comes to mind when offices do this really, really well is just freeing, right? To have that trust in team, to know that you're going to give them something and that like you also have something in place that's going to show you that they are continuously doing it without having to track them down every day, without having to add it to your calendar. It just creates so much balance in a team and it just creates this freeing   sort of like innate trust amongst each other that like, yeah, we're gonna be able to keep a pulse on it. We're gonna check it for sure, right? We're going to trust and verify, but we've built in all of these pieces and getting to this point, right? It's not without a lot of work, right? And a lot of digging in together as a team and saying like, hey, we want more accountability. We want more responsibility. We want these pieces. We want the office to be successful. And I think once an office has it, it truly, truly is.   balancing, its alignment, and it's like freedom.   The Dental A Team (18:54) Mm-hmm. And I think for me, I feel often like I'll speak to the leader side. I sometimes like I'm the monkey who's got my hand in the trap holding on to the nuts so hard and trying to like get free and I can't and all I need to do is let go. And I think that there's a surrendering, there's a grace there's, ⁓ but I do also believe that teams rise to the level you believe they're capable of. And so if I'm sitting here like, they're going to let me down. We, we find what we focus on. And so.   Why don't I look to see how are they winning and what are the gaps and do we have a clear KPI where everybody knows like this is my number. I can't freaking wait Dana. I worked on it last night. I'm super jazzed. It's going to be a good time. But like even helping our consultants know like we've evolved. So what is it that like we expect our clients to be getting in the first 90 days, 180 days, 365 days like Dana, when you first started with me, I was like, good luck, go out there, do something fun.   But as we've gotten bigger and as we've evolved and we've evolved and we've attracted different clients, that needs to evolve. So what do your dental hygienists need to do? And what do your dental assistants need to do to win? And what does your front office, what does winning look like and making it so simple? So we have our top level of this is our number of accountability. This is what winning looks like. Then below that we have tasks of all the different tasks that are there. And what are the core processes? Do we have those documented and dialed in?   This is an evolution of business, but this really is like how you're able to delegate through role clarity. And like you said, Dana, there's freedom, there's alignment. Going through it, keep saying, at first I said, I feel like I'm an orange being squozed, Jason. I feel like we're trying to make oranges. And I was like, actually, I lied. feel like I'm an olive being pressed right now. We're not getting a whole squeeze out of this. It's like a drop by drop by drop. But I think if you can see the end result.   and you have a coach or a guide or someone who's been through it with you, I think it makes it so much easier. And Dana, I know you've got a client right now that you've been pushing on this. This client, I love so much. But just walk us through like a little bit of a glimpse in like, and of course, change of details so people can't figure out exactly what client it is. We'll peel back, we'll give you a couple, we'll mash them together. But like peel back how this doctor went from where they were to where they are today and what that looks like for this doctor.   The Dental A Team (21:07) Yeah, I think this is a doctor that just went through a practice transition where they took over a practice and you know, I think a lot of times when that happens, it's like you do want to be involved, you want to feel like you know every piece, you've got your hand in every piece, you're making all of the decisions. And then there comes a point in time where I usually say it's like the like six month year mark, where you realize like, crud, I can't continue to do this and not feel burnt out. So it's just been really fun to see them find the right people we   The Dental A Team (21:25) Thank you.   Yeah.   100 %   The Dental A Team (21:37) worked this entire last year on stabilizing team, finding the right people, finding good people, not rushing those decisions. And then when we realized they weren't the best people, right, making those decisions quickly too, because that can be stressful for everyone. And so it has been really fun that now that there are right people in right seats, like   being able to trust people to make decisions, being able to say, no, that's somebody like my office manager can answer that pushing team members to go to leads and something as simple as I use this as an example, they locks had to be changed at the office, right? A lock broke. And so all the locks had to be changed. And this doctor was just going through a lot personally and was out and the OM just made the decision called the locksmith, chose the locks, had them all replaced, like covered, like paid the bill all   The Dental A Team (22:12) Thank   The Dental A Team (22:26) of things. And I cannot even tell you just like how grateful how amazing it felt. ⁓ And just how it like opened the window of you know what? Yeah, when I let people make decisions when I let them do the things that I know I can trust them to do what a weight it takes off even something like that small.   The Dental A Team (22:47) That's.   The Dental A Team (22:48) And ⁓ I just remember on our call about that, it was just like a light bulb went off and it was like, the more and more I can do this, the better things are going to be. And everything worked out. Everything was fine. Was it maybe the exact lock like that he would have chosen? Maybe not. But at the end of the day, the building's secure, everything was handled and he didn't have to do it. He didn't have to come in on his day off, didn't have to do it. And it was just a really cool epiphany to see after the   last year that he's been through.   The Dental A Team (23:19) That's amazing, Dana. And I think like, as you say that it's crazy because I can coach this and then living in it. It's such a funny zone. Like I feel annoyed. Like I said before, it's like, can see that I'm throwing a temper tantrum and I don't know how to stop it, but I see it. And I think being aware of it is number one. And number two, I think it's really, ⁓ for me, at least, and again, my team listening will know I'm not perfect at this. So like, this is an evolution of Cure. And I'm not here to say like, I'm great at this today. It's an evolution. ⁓   And I think again, it's from founder, right? A founder or a new owner, like you got to do it all. You really do. And then it's like, my gosh, this got too big for me. Like I can't do it all. I'm up at two in the morning. I'm going to bed at 10 PM. Like this is not sustainable. And also for teams it's not, but I think it's this crazy piece. Like you said, what things do I really need to have an opinion on and what things can I be like, awesome, you did it. And like empower that team member and be so proud of them. And I think as we evolve, a lot of times we feel like   No, no, no, I need to be in control of everything. Like I really do. Like I need to pick the locks. Like that's out of budget versus I think if we can scale ourselves back and say like, that was actually awesome and kudos to them and train yourself to see how they did the right thing and how they did the best thing. And even if it's not your exact way, when you get a team that's running, they will actually be better than you will be on your own because you are evolving the whole, like the whole piece.   You as a leader need to set the vision. You need to say, here's where we're going. Here's the budgets, here's the parameters, and then truly trust your team. And I say that to myself, I say that to you, I say that to everybody listening, because I think it's a constant reminder until it becomes a habit and a personality. Like we're asking you to be like, okay, ⁓ I really love strawberries. And now I'm trying to get you to really love tomatoes. Like, they're both red. It's a different way of operating. It's a different method.   So we're gonna choose that. She's like, you have two wolves. You can feed the scarcity or the abundance. And which one am I feeding today? I'm gonna feed the one where I delegate, I trust, I empower. We have the pieces. But I also think Dana, like at the beginning, I do think some thought process behind like, let's get an accountability chart. Let's get job descriptions. Let's make sure everybody knows their KPI. And I think that sometimes that prep work is tricky. And then let's make sure we're really hiring the best people to do the job. Like...   I think there comes a space in business where at the beginning you hire and you gotta like grind it out. Like people don't know, we're trying to like make them into like, Hey Dana, welcome to being a consultant. Let's train it up versus like, Hey, we can hire consultants that have been consultants. Like there is an evolution. And I think at the beginning, yeah, rock on, you're going to be a lot more involved, but as you evolve, you're going to start to hire people that are just as good, if not better than you are and trust and let them run, ⁓ while still verifying and checking in.   You either choose to do that or you choose to hold and both are both are available, but it depends on what's your ultimate goal. And I think if you can focus on that, focus on the team you want and expect them to rise to that occasion. I watched it in organizations and I'm watching it in myself. Like truly it's amazing, right? People write C and clarity teams evolve and doctors feel a lot better. So any other thoughts, Dana? I know that was kind of a very fun, how you delegate, how you delegate it properly. And also like   how happy that doctor was like, shoot, I didn't even have to do that. That's incredible. What other things are they capable of as well? And kudos to that office manager for just like, I think like just taking the bull by the horns and be like, I'm going to do this and you're going to see that I'm awesome. And I'm going to win you over. think kudos to that office manager too.   The Dental A Team (26:47) Yeah, it was really fun to see.   The Dental A Team (26:49) Yeah. All right, Dana, as we wrap today, I think it's doctors teams like don't get stuck in the trap of not delegating. And just because it wasn't right before, let's look to see why wasn't it. Was it wrong person? Was it wrong path? Get your accountability charts in place. Get the map, get the rollout, get the KPIs, get the meeting cadences, like checking in with your leads every single week can really help get this cadence moving forward. You're not perfect. We're not looking for perfect, but we are looking for that evolvement. Not as much like sitting around your neck, but really empowering your team.   and rolling it out and continue to evolve that what you had before is not what you need today. And if you need a coach, mean, Dana does this, I do this, our team does this. This is what we live for is to make you and your practice like truly flourishing and thriving. So Dana, Dynamite Dana, thanks for being on the podcast today. I always appreciate it, you.   The Dental A Team (27:34) always a good time. Thanks for having me.   The Dental A Team (27:36) Of course, and for all of you listening, reach out if we can help. Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on The Dental A Team Podcast.  

The rules of hiring have changed—and many small business owners are still playing by an outdated talent playbook. In this episode, John Jantsch sits down with Rob Levin to explore how to upskill employees for AI, navigate the ongoing talent shift, and build a future-ready team for small and midsize businesses. They discuss why culture and KPIs matter more than ever, how to redesign workflows with an AI-first mindset, and what it really takes to manage AI instead of being replaced by it. If you want to create a resilient organization that thrives amid rapid technological change, this conversation is your roadmap. Today we discussed: 00:00 The New Talent Playbook Explained 05:43 The Hidden Talent Crisis for SMBs 07:12 AI Upskilling for Small Business Teams 12:00 Building Culture in Remote Teams 14:56 Over-Communication and KPI Clarity 17:30 Using AI to Design Smarter KPIs 20:28 AI, Job Security, and Team Buy-In 22:00 Book, Resources, and Final Thoughts Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

In episode 604 of Lawyerist Podcast, Stephanie Everett sits down with Andy Hays to explore the shift from solo practitioner to true business owner. After nearly two decades of firm ownership, Andy shares why he recently rebranded to remove his personal name from the firm, a strategic move designed to reduce dependency on him and strengthen the firm's future.  They discuss delegation, hiring before you feel fully ready, automating repetitive processes, and setting clear expectations for team performance. The conversation also dives into accountability, leadership growth, and how small operational improvements compound over time.  If you are ready to move beyond founder dependence and build a firm designed for scalability, resilience, and long-term value, this episode offers practical frameworks and real-world insight to help you get there.  Listen to our previous episodes on Scaling & Building a Sellable Firm.  #306: Getting to Know & Love Your Numbers, with Bernadette Harris Apple | Spotify | LTN  #583: From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN  #588: Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!    If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.    Access more resources from Lawyerist at lawyerist.com.    Chapters / Timestamps:   00:00 – Introduction  03:50 – Standards, KPIs & Hard Conversations  07:30 – Meet Andy  08:45 – Lessons from 18 Years in Practice  10:15 – Removing Your Name from the Firm  12:45 – Building a Firm You Can Sell  15:30 – Automation & Low Hanging Fruit  17:00 – Accountability & Team Meetings  19:25 – The “I'll Just Do It Myself” Trap  21:15 – Hiring Strategically  23:30 – Expanding the Physical Office  25:40 – Closing Thoughts   

Most dentists try to scale their dental practice by chasing tactics, new marketing, new software, new equipment, more hygiene days, more locations, yet they still feel stuck, stressed, and buried in the business.  In this episode, we break down what real dental practice growth actually looks like: a clear 10,000-foot strategy, a deep-dive business audit, and a customized scaling plan built around leadership, roles, and measurable KPIs. If your dental marketing “isn't working,” your team feels stretched thin, or you're adding revenue without adding profitability, this conversation will hit hard. We talk about why scaling isn't just getting bigger, it's building an organization that runs without you. You'll hear how practices waste money on tools like CBCT and ignore the foundation: scoreboards, accountability, ownership, and a cadence of truth.  This is for practice owners who want sustainable growth, stronger culture, better systems, and more freedom, without building a bigger hamster wheel. If you're serious about practice management, dental leadership, and building a scalable dental organization, this is the playbook. You'll Learn: → How to create a true scaling strategy instead of stacking random tactics.  → How to run a “deep dive” audit like a diagnosis and treatment plan for your business, using profitability, recall, and real KPI scoreboards.  → How leadership and role clarity prevent breakdowns, like the classic “marketing isn't working” problem that's actually a follow-up and process bottleneck.  → How to think in levels of sophistication with consultants, advisors, and systems so your practice evolves and doesn't outgrow its support team. To connect with Dr. Buske follow the links below -  LinkedIn Instagram Facebook Limitless Dentist Academy Join Dental Syndicate HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

Does your business slow down the moment you step away? If every decision, approval, or problem still funnels through you, you're not alone, but YOU are the bottleneck. In this episode, Melissa Kay and Dr. Sabrina Starling break down how you can stop being the bottleneck and start building a self-managing business model that doesn't depend on you for every decision. You'll learn why capable teams still wait for the owner's approval, the hidden ways business owners unintentionally create bottlenecks, what a self-managing business actually looks like, and practical leadership shifts that empower your team to take ownership. If you're tired of being the single point of failure in your business and want growth without burnout, this episode will show you where to start. Profit by Design is a Tap the Potential production. Show Highlights:Relief, flexibility, and freedom: Don't you want more of these?A-players want autonomy to take initiative; we need to empower them to do so.The shift in asking your team, “What ideas do YOU have about this?”Be careful not to shut out your A-players' ideas; encourage them to bring those forward.Melissa's tips to empower your team: share your vision, give clear parameters for decision-making, look for measurable results (KPIs), and provide opportunities for autonomyTracking clear results through KPIs gives pride and ownership to A-players. (This is THE biggest A-player perk we can build into our businesses!)Highlights of our clients' recent winsRelationships and work connections will help skyrocket A-player retention on your team.Do you need to stop being the bottleneck in your business? Join the Better Business Better Life program by booking a call with us today. Spaces are now available! (Melissa offers to write a custom-crafted vision statement and your immutable laws, a $7500 value!)Resources:Enroll now for Leadership Bootcamp! The next session begins in April. Take our Better Business Better Life Assessment to determine your level of burnout and receive a complimentary call with the next steps you need to take in your business to support your life. Click here!Ready to take your life back from your business? Want more time for what matters most and more money in your bank account than ever? Book a call with us today! Mentioned in this episode:Registration Is Open for Leadership Bootcamp!Turn your A-players into your strategic thinking partners who are taking one thing...

In episode 241, Coffey talks with Neil Katz news and media items from the past month, including who HR is “for”, managing AI agents, and mental-health-related gaps in employment.  They discuss HR's responsibility to conduct impartial workplace investigations based on evidence; the misconception that HR exists primarily as employee advocates; aligning HR strategy with revenue, margin, and organizational mission; the decline of transactional HR through automation and outsourcing; fractional HR leadership for small and midsize businesses; managing autonomous AI agents within organizational structures; developing AI operational literacy and new leadership competencies; redefining KPIs in an AI-enabled workplace; and best practices for addressing employment gaps during hiring.  For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP241  Media mentioned in this podcast:   If HR Isn't There to Help You, Who Is HR For? — Dallas Employment Lawyer Blog — February 9, 2026 To Thrive in the AI Era, Companies Need Agent Managers How do explain a gap year taken for mental health. : r/jobsearchhacks  Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.   If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.   About our Guest:  Neil Katz is the founder and CEO of Exceptional HR Solutions, a leading provider of fractional HR leadership for small and mid-sized businesses across the U.S. With over 25 years of experience at the intersection of people and business strategy, Neil leads a national team of 20+ seasoned HR partners dedicated to helping companies scale, evolve, and thrive. His firm delivers end-to-end HR solutions—from talent acquisition and organizational development to compliance, culture, and leadership alignment.  Under Neil's leadership, Exceptional HR Solutions has become a go-to resource for growth-focused companies in industries ranging from retail and healthcare to manufacturing, technology, and professional services. He is widely recognized for building agile, scalable HR infrastructures that empower leadership, strengthen teams, and deliver measurable business impact. While his primary focus is on growing Exceptional HR Solutions, Neil also serves selectively as an executive advisor, helping founders, CEOs, and leadership teams navigate strategic and organizational change. He holds an MBA from Amberton University, a BA in Business Administration from Texas Lutheran University, and advanced training in executive coaching from the University of Texas at Dallas. He is SHRM-certified and respected for his strategic insight and people-first leadership style. Neil is a frequent guest on industry podcasts and a sought-after speaker at conferences and webinars, where he shares practical insights on fractional leadership, scalable HR strategies, and the evolving role of human resources in high-growth environments.  Outside of his professional work, Neil serves on the board of Hope International, a Dallas-based adoption agency, and previously served on the board of directors at Halo Senior Care, a for-profit business focused on elder care. He has also served with nonprofit organizations such as Gift of Adoption, reflecting his deep commitment to service and community.  Neil Katz can be reached at  https://exceptionalhrsolutions.com https://www.linkedin.com/company/exceptional-hr-solutions https://www.facebook.com/exceptionalhrS https://www.instagram.com/exceptional_hr_solutions_ https://twitter.com/exceptional_hrs https://www.youtube.com/@ExceptionalHRSolutions  About Mike Coffey:  Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.  Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year.  Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth.  Learning Objectives: Understand how HR can balance legal compliance with business performance and employee trust. Identify emerging le...

Jared shares how he's leading regenerative change on his multi-generation farm by earning buy-in from family and a 40-person team through coaching, small trials, and measurable results rather than mandates. He highlights successes with diverse cover crops, lessons from composting paper biosolids to fix nitrogen tie-up, and the challenges of financing and scaling his egg operation without quota on the balance sheet. Managing multiple enterprises, he relies on systems, KPIs, SOPs, internal training videos, and automation to keep the business running efficiently. He also discusses hiring through a four-step coaching method, building confidence despite criticism, learning through books and podcasts, and integrating his teenagers into farm life while prioritizing presence and stewardship.We're glad you're joining us for another episode of Barnyard Language. If you enjoy the show, please tell a friend (or two) and be sure to rate and review us wherever you're listening! If you want to help us keep buying coffee and paying our editor, you can make a monthly pledge on Patreon to help us stay on the air. You can find us on Facebook, Instagram, and TikTok as BarnyardLanguage, and if you'd like to connect with other farming families, you can join our private Barnyard Language Facebook group. We're always in search of future guests for the podcast. If you or someone you know would like to chat with us, get in touch.If you have a something you'd like to Cuss & Discuss, you can submit it here: speakpipe.com/barnyardlanguage or email us at barnyardlanguage@gmail.com.

Nervous system regulation in leadership becomes critical when pressure and confusion quietly shape team culture. If your presence feels heavier than you intend, this isn't failure. It may be identity-level misalignment, not lack of skill.You've likely felt it before.You walk into a room tense, and the room tightens.You walk in steady, and something shifts.Conversations soften.People breathe.Thinking expands.This episode explores nervous system regulation in leadership — not as theory, but as lived reality.In Season 4, we're walking the Identity-Level Recalibration pathway slowly and relationally. This week, we've recognized tension and released shame. Today, we reclaim something powerful:Your regulation is not softness.It is infrastructure.For high-capacity leaders, urgency often feels productive. Tightness feels sharp. Speed feels strong. But over time, pressure can quietly become culture. Not because you lack character. Because your nervous system learned to equate vigilance with safety.And what shaped your nervous system long before you shaped your team?Most high-capacity leaders did not inherit steadiness. They became it.Culture is not only defined by strategy, vision statements, or KPIs. Culture is a shared autonomic state. It is what nervous systems do together. When a leader is braced, others brace. When a leader is steady, others settle.Identity-Level Recalibration is not mindset work.It is not performance optimization.It is not about becoming more impressive.In this episode, we explore:• Why your nervous system shapes leadership relationships more than you realize• The hidden confusion high achievers feel when steadiness seems “too soft”• How burnout and pressure culture often stem from inherited vigilance• Why regulation is not passivity, but grounded authority• How reclaiming your steadiness changes team culture without announcementsThis is about orientation before resolution.Recognition before reaction.Embodiment before instruction.If you've ever wondered why your team mirrors your mood — this conversation will help you see clearly without turning on yourself.Today's Micro Recalibration:Before your next interaction, take one steady breath. Feel your feet on the ground. Enter the room without rushing to fill silence. Notice what shifts when you stop interrupting Explore Identity-Level Recalibration → Schedule a conversation with Julie to see if The Recalibration is a fit for you → Learn about The Recalibration Cohort→ Join the next Friday Recalibration Live experience → Take your listening deeper! Subscribe to The Weekly Recalibration Companion to receive reflections and extensions to each week's podcast episodes. → Follow Julie Holly on LinkedIn for more recalibration insights → Download the Misalignment Audit → Subscribe to the weekly newsletter → Books to read (Tidy categories on Amazon- I've read/listened to each recommended title.) → One link to all things...

How do you become someone who stays balanced when everything around you feels uncertain?As entrepreneurs and high achievers, we're taught to double down on strategy, optimize our numbers, and chase the next milestone. But what if the real competitive advantage isn't found in better KPIs—but in a steadier nervous system? I want you to ask yourself: when pressure hits, do you react…or do you respond?In this episode of Success Genius, we explore the powerful character trait of equanimity—the ability to stay calm, clearheaded, and composed in the middle of chaos. Because the truth is, launches will flop, revenue will fluctuate, and unexpected setbacks will happen. The question isn't how to avoid stress. It's how to stay steady within it.We dive into the neuroscience behind losing your balance—how a depleted “body budget” (sleep, stress, nourishment, movement) can push your brain into threat mode. When your nervous system feels unsafe, everything feels catastrophic. But when you learn to regulate it, you create the biological capacity for wise decisions, discernment, and follow-through.This isn't about toxic positivity or pretending everything's fine. It's about feeling your emotions without being ruled by them. It's about restoring your equilibrium faster. Through simple tools like the physiological sigh, morning light, and body awareness, you can train yourself to become someone who doesn't crumble under pressure—but recalibrates.Because when character is lost, everything is lost. And equanimity is the trait that protects it all.Join me as we unpack how to build balance as a daily practice—not a personality trait—and why becoming someone who stays calm under pressure might be the most important success strategy of all.Topics covered in this episode include:Why equanimity is the character trait that protects everything elseHow stress and a depleted “body budget” hijack your decision-makingThe neuroscience behind emotional regulation and staying steady under pressurePractical tools like the physiological sigh, morning light, and body scans to restore balanceHow to build equanimity as a daily practice—not just a personality traitReady to stop reacting and start responding?Tune in to learn how to stay calm in chaos, make wiser decisions under pressure, and become someone who remains balanced—no matter what life or business throws your way.Resources Mentioned:Get The Book:  https://book.neillwilliams.com/bookLearn More About TEAM90:  https://neillwilliams.com/team90Book A Team Turnaround Call:  https://neillwilliams.com/team-turnaround-callContact Us: support@neillwilliams.com

Bold move, but here it is… being a top performer isn't enough to land you that internal promotion you're eyeing. And if you think your KPIs will carry you to the next level, think again.I get this DM all the time, “Carly, there's an opening on my team. Should I even bother applying?” In this episode, I'm breaking down exactly what to say the moment a role is posted (yes, I give you the script), why being a top performer isn't enough, and what leadership is really looking for when they promote internally. We're talking performance vs. impact, how to make yourself difficult to replace, and how to position yourself as the obvious choice months before a role ever opens.If you're tired of wondering whether you're “good enough” or waiting for someone to tap you on the shoulder, this will completely reframe how you think about internal growth. By the end, you'll know exactly how to stop hoping for a promotion and start strategically earning it.Because when the next role opens… will they think of you first? Hit play and let's make sure the answer is yes.And if you're ready to make your next move, apply for one-on-one coaching HERE and let's get your resume, interviews, and promotion strategy locked in.00:59 – Why You Can't Wait for Your Manager to Notice You Want the Promotion04:20 – The Truth About Internal Postings: Someone's (Probably) Already in Mind05:23 – Performance vs. Impact: Why Top Numbers Aren't Enough for Career Growth09:13 – Fast, Actionable Ways to Show Internal and External Impact16:14 – How to Make Yourself Irreplaceable Before a Job Even Opens19:12 – What to Do If You Still Don't Get the PromotionFREEBIES & RESOURCES:

In this episode of Excess Returns, we sit down with Matt Russell of Business Breakdowns to explore how AI is actually being used in investing today. We go beyond the hype and break down practical use cases for AI in portfolio management, stock research, due diligence, monitoring, and idea generation. From deep research models and agentic AI to prompt engineering and workflow design, this conversation walks through how professional investors can use AI tools to increase productivity, improve decision-making, and reduce blind spots without losing their edge. If you are an asset manager, analyst, allocator, or DIY investor wondering how AI will impact investing and stock picking, this episode offers a clear, practical roadmap.Main topics covered:The evolution from early large language models to deep research and agentic AI for investorsLLMs vs agent-based AI and why the distinction matters for investment researchHow AI fits into an investor's workflow, from due diligence to portfolio monitoringUsing AI to monitor KPIs, earnings calls, and cross-industry signals in real timeHow AI can help kill bad ideas faster and surface deal breakers earlyPrompt engineering for investors, including mindset framing, audience targeting, and output designBuilding mental models into AI systems to reflect your investment philosophyAI tech stacks for investors, including writing tools, deep research models, and browser-based AIIteration, experimentation, and standardized testing of prompts across model upgradesThe impact of AI on alpha generation, active management, and generalist vs specialist investorsOrganizational adoption strategies for investment firms considering AICustomization, agentic workflows, and what AI in investing could look like five years from nowTimestamps:00:00 How AI tools increase investor productivity01:16 Why early ChatGPT was a head fake for investors03:07 The inflection point with deep research and agentic AI05:00 LLMs vs agents explained in plain English07:01 Where AI fits inside an investment workflow09:28 Replacing manual earnings transcript work11:40 Real-time monitoring and AI alerts19:24 Using AI to kill bad investment ideas faster22:01 Trust but verify, hallucinations and safeguards25:29 Matt's AI tech stack for investing30:00 Prompt engineering breakthroughs33:00 Standardized experimentation across new AI models36:07 Building idea generation prompts step by step40:15 Using AI as an editor and critical reviewer43:50 Does AI compress investor skill differences46:10 How funds should adopt AI internally50:40 Fear of falling behind in asset management53:05 Generalists vs specialists in an AI world55:18 AI and the pursuit of alpha57:00 Customization, agents and the future of investing01:01:10 Coding agents and building tools with AI

In this episode, Tommy Mello shares with Brian the story of how sheer grit, hard work, and strong relationships helped him build a company valued at $2B, A1 Garage Door Service. Tommy discusses his humble, blue-collar background, where he worked on a series of jobs including busing tables, lifeguarding, bartending, and flipping cars —until a roommate introduced him to the garage door industry. Tommy started there first as a painter, before becoming the “go-to guy” for multiple companies, and eventually launching his own business. He also shares how the relationships he developed with mentors and other important people in his life informed how he treats the employees at his own company. Tommy also discussed the strategies he has learned and used along the way, including the key performance indicators (KPIs) that help him to continue to create business success. YOU WILL LEARN: How to move from hustle to leadership by building systems, processes, and accountability. A simple KPI framework to reverse-engineer your budget and start the year with momentum. The four questions he uses to help create a superior, client-service experience every time, no matter the customer's budget. MENTIONED IN THIS EPISODE: The E-Myth by Michael Gerber The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies by Chet Holmes The Richest Man in Babylon by George S. Clason Man's Search for Meaning by Viktor E. Frankl How to Win Friends and Influence People by Dale Carnegie NOTEWORTHY QUOTES FROM THIS EPISODE: “Profitability is the lifeblood of a company.” — Tommy Mello “If I could help you get to your goals, can you help me in return? But I'll make sure I show up first. And man, that worked wonders.” — Tommy Mello “We never say the word ‘expensive'. We say ‘top of the line.' We never say ‘cheapest'. We say ‘builder grade.” — Tommy Mello "I'm the best I've ever been, but the worst I'll ever be—because tomorrow I'm going to be 1% better.” — Tommy Mello “If I were to talk to my younger self, I would say, ‘Don't worry about what everyone else says. Don't be afraid of someone saying no. Don't be afraid of rejection. Don't worry. The only person you've got to worry about is yourself.'” — Tommy Mello Hosted on Acast. See acast.com/privacy for more information.

Key Performance Indicators (or KPIs)! By establishing KPIs in your practice, you find ways to remove the emotion that doesn't need to be there. Tiff and Kristy explain how KPIs drive a practice — and how to implement them if you haven't started yet. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. We are back again today and I say we again because I've got Miss Kristy here with me. You guys know how much I love her and podcasting with her is just, I told her today, like I just, you bring a sense of calm and it's great and letting it be on a, like Thursday afternoon, this is kind of cool for me ⁓ and ending my week. I've got, you know, we've got things to do tomorrow, ending calls with this is really, really cool. So Kristy, thank you so much for being here today. How are you?   The Dental A Team (00:29) Good and you?   The Dental A Team (00:31) I'm good,   thank you. ⁓ I'm... I was gonna say that, like what the heck? I'm so glad you're here though because, you know, this time last year you were here in snow and ice and I'm so glad you're here but it is cold and I heard you guys, record these, this is January right now, it'll be released in February but it's like so cold. It's like 43 degrees in the morning here and us Arizona women are just not used to that so.   The Dental A Team (00:34) It's cold for Arizona.   The Dental A Team (01:01) I agree and there's supposed to be ice and snow coming, not for us, we get rain, thank goodness, but I'm like, that's why we live here, so we don't have to deal with ice and snow. yeah, puts a little damper on travel, so we'll see. We'll see how that goes, but I am glad that you're here. This is the time of year that everybody comes and visits. February is a massive, massive time to be in Arizona. In March, we've got spring training games going, we've got...   Waste Management Open, we've got, oh my gosh, every weekend there's a taco festival or something going on. So this is the prime time to be in Arizona. If you wanna come visit, tell us that you're coming and we'll be happy to give you some suggestions. Kristy, we talk about these a lot and I'm excited because I know you actually thrive in this world a ton. You make decisions based on these. are phenomenal at projections.   four practices and the world of KPIs, which you guys, for those of you who don't know, key performance indicators, those are the indicators within your practice that tell you how you're performing. I had years and years and years ago now, like way too long to even count, I had a manager one time and she said, Tiff, I want you to start joining the KPI meetings on Thursdays with the CPA doc and I. And I said, okay. And then I ran over to my computer and I was like, Google, what is KPI? What does KPI mean? I was like, I'll be there.   That sounds great. This is like growth for me. You're putting me in. I was like, yep, I'll be there. And then I was like, what does this mean? So if you don't know what it means, you're not using them, you are not alone. I had to Google that once upon a time. And that was before Chat GPT. I feel like I would have been so much better off if I had that to break it down for me. But alas, here we are. And Kristy, I love KPIs. I love black and white decision making. I love any opportunity we have that we can remove some emotion.   from a decision, especially in the dental industry. We have a lot of emotions in the dental industry and being able to remove those and say that yes or no something is or isn't working. And my favorite piece of that is when we do that, Kristy, I think it gives us the opportunity to tackle the system and not make it personal about the person. Like it might not be that you suck.   it's that the system's not working or we're not using it correctly. And if that's the case, I'm fine. We start using it correctly or we alter it. But I think, Kristy, it makes me feel a lot better about accountability and about KPIs and just about leading teams when it's less about a feeling and a person and more about the system. So I'm excited. Kristy, tell me, why do you love KPIs?   The Dental A Team (03:41) Yeah, for the same reason, Tip, because so many times we see people focused on the wrong thing. And when you really dial into the metrics, they start to tell a story, right? And sometimes even metrics can look a little bit deceiving, but that's why I like to say the numbers start to tell a story. And then we get to dig into it and figure out the story. So, you know, just in saying that, I think if I wasn't doing what I was doing, I would be some kind of detective. And I mean,   The Dental A Team (04:09) I think   you would too.   The Dental A Team (04:10) Maybe that's why it's so exciting for me, but like, and it's truth, right? The numbers don't lie. And so a lot of times we have misperceptions on things and that's the human aspect. So to give grace on us, and I also feel like what we measure expands, it grows, right? And so if we're focused on the wrong thing, what do we get more of? And so,   The Dental A Team (04:33) Mm, true.   The Dental A Team (04:40) I just think it's the fastest way to make improvements. And it's kind of funny Tiff, because in other things we do, if we want to lift weights or we want to lose weight, what do we do? Get on the scale or we're like, we lift 50 pounds. my gosh, I added another weight. We measure it really well, but in dentistry it's like taboo. ⁓ we can't do it. Like it's so bizarre, right? But I just, again, it's the true measure. We talked about this.   The Dental A Team (05:02) I agree.   The Dental A Team (05:07) on a different podcast of winning. It truly lets us know if we're winning or losing, and maybe we'll focus on the wrong thing, right? I know you've heard it a zillion times. Doctors come on, need more new patients. I need more new patients. I need more new patients. And we look at their outstanding treatment list and it's like $3 million. And I'm like, do you really know what you mean? Right? So again, sometimes it lets us win faster because we can breathe direct and focus on   The Dental A Team (05:26) You   for sure.   The Dental A Team (05:37) what's really gonna get us there.   The Dental A Team (05:40) Yeah, I love that you said that. I love the idea of focusing on the wrong thing because I think we do that a lot. focus on the negative, right? We're like, what was our attrition rate instead of what's our new patient and our active patient count? Are those growing? Because if our new patient count and our active patient count are growing, attrition's fine. But if we're looking at attrition rate, we're like, how many are we losing? We're grasping. It's a different kind of energy and that will grow. So if you're looking at it,   you want your attrition to grow, then keep watching it. If you want your active patient count to grow, keep watching it. And if it's not growing, then you tackle the systems and assume attrition is happening. So I love that you said that because it broke it down, I hope for everyone, a little bit differently there. And our podcast today is How KPIs Drive a Practice. And I think in that simple statement and those two minutes you were just talking, you just broke it down, like verbatim on how it drives a practice because   what you focus on will grow no matter what. you're right, it's so everything in our life, we count everything. Like it's just human nature to count and track everything we do. We track our money, we track our expenses, we track our weights, we track our weight, we track everything that we do, we track our gas mileage. know, my sister's always like, ah, I got 16 gallons or whatever. I need to go get the best gas price. And I'm like, girl, I don't.   I don't know what she's like, what is your car get? I'm like, I have no idea. But there's, know, she's tracking that. But like, then we go into a dental office, it's like, don't talk numbers. Don't talk numbers. Don't track it. Because that's going to make somebody feel bad. It's like, no, we're going to track it. We're going to see that we're winning. And we're going to feel really, really good. Like my sister, sometimes she comes home and she's like, ah, I guess mileage was down. Sometimes she comes home and she's like, guess what? Simple. But that's how simple it can be.   doesn't have to be astronomical, but those small wins add up to something astronomical. And I have had so many clients that, I've had clients that have purchased practices, they're like, all right, when are we starting marketing? I'm like, well, what do you mean? You've got, like, what's your patient count? What's your active patient count? And then what's the total patient count of that practice? Because you have, every patient right now is a new patient. Starting marketing,   is a wild use of your money. Let's internal market, let's get your exams better. There's so many different avenues that we think are just the norm, so we jump on board with them. But then when we pull and extract those actual KPIs, we can find the root of what we need and the root of any problems that there might be, any systems that need to be revamped. So I love that, because that's how you're driving success, by watching the KPIs.   Kristy, and you've got, I hope everyone knows, I don't say it every time, but Kristy's done so much in her dental career and held so many titles and she's consulted for far longer than she's even been a presence here at the Dental A Team. We're so grateful for her. Kristy, in all of your experience, what do you feel are the easiest KPIs to start tracking if we're not tracking any? And then what are the most valuable KPIs maybe that people don't think of?   The Dental A Team (08:53) Ooh, that's deep. Obviously, I think we have to look at it as like two different forks in the road, right? Because so many times we hear the practice of a million dollars and then we hear the practice of six million. And I think doctors, you guys get all ramped up and think if I'm the million dollar guy, why am I the six million dollar guy? And I'm thinking, wait, wait, you don't necessarily want to be that guy. You're actually more profitable than, you know.   The Dental A Team (08:55) I I like that one.   Correct.   The Dental A Team (09:22) So it's not just what's happening in the practice, but also how profitable you are, right? And truly us here at the Dental A Team, we're looking to make sure you're hitting that profitability because that's where the true freedom is. But with that being said, the biggest KPIs out of the gate is what do I need to hit every month to be profitable? And then I measure my production, net production.   and collections. And ⁓ I am going to throw new patients in there, but in a different way, because doctors do want new patients and a lot of times they're getting them. But don't just look at how many I'm getting. Look at how many are reappointing. ⁓ you know, it's one thing that you're getting them and you might be doing limited, limited and letting them go out the back door. So again, look at those, but also   put more weight on how many are getting reappointed. And then ⁓ I also like doctors to look at diagnostics, dollars and diagnostic or sorry, acceptance dollars and percentage. ⁓ They go hand in hand. It can't just be percentage of acceptance because maybe I'm not accepting enough to even get to that goal. Yeah.   The Dental A Team (10:31) case acceptance.   Yes,   yes, I love those. Yeah.   The Dental A Team (10:46) And lastly,   probably in that tip would be your reappointment rate. How many are we reappointing? Because keep those patients of yours. Don't have to spend so many external dollars to gain more because if we just keep what we have and too often we look at how many people are sitting in our inactive pile or we don't look at it and you have a whole nother practice sitting there that you could tap into.   The Dental A Team (11:13) Yeah, I love that. I love what you said about the case acceptance dollars, the diagnostics and the case acceptance dollars. I too have doctors, I love having them ⁓ track their diagnosis and then their dollars. Number one, I hated being a treatment coordinator that had no control over how much was being diagnosed and only initially when I was treatment coordinator, were really only looking at case acceptance, which is very popular.   So case acceptance, case acceptance, and then they're like on your neck and that call these three people, why didn't these, like call the people and like I have called all the people. I can't, and we have so many clients, right, that the TC's are like I've called all the people, Tiff, can't, Kristy, I can't call anymore. Cool, it might not be in the case acceptance. Sometimes it's in the diagnosis and then to loop back to your new patient statement, all of those go so hand in hand and this is why, ⁓ heaven help me, this is why.   things like our scorecards, clients of Dental A Team that talk about the scorecard. This is why the scorecard is so important because you can look at a dental analytics screen and it's choppy, all over the place. The scorecard brings it together so that you can see what's affecting something else because to your point of the new patients, I had a practice near and dear to my heart. He hit his massive goal this year and I'm so proud of him. We worked really hard on, it was, you know,   Timelined out for five years and he hit it literally two weeks before his deadline, his date. One of the things that was holding his practice back was the new patients. He needed more new patients, needed more new patients, so his marketing company is like, all right, we're gonna ramp up new patients. And then all of a sudden we've gotten new patients, but it's like, we're not growing. There's nothing on the schedule, what's happening? And so I said, okay, what kind of new patients? And we had so many emergency, limited, transient, going through town, looking for an emergency.   He was doing a lot of same day dentistry, but not getting things booked on the schedule and not really adding to his patient count, because there wasn't reappointments happening. When we dialed that in, we found that and I was like, here's the key, switched his marketing, his new patients went up,   Then we focused in on his case acceptance. And then like you said, with the dollars, we're seeing, are they accepting fillings?   Are they accepting crowns? Are we getting the near cases? Like what is the case acceptance percentage is cool, but what are we actually, what's the procedure that's being the dollar amount and is there a ceiling maybe in our treatment planning, either back office, front office, wherever it is, is there a ceiling that our system needs to be able to help us overcome in diagnosing a certain dollar amount or treatment planning a certain dollar amount?   The Dental A Team (14:03) Yeah, I love that you say that, And as the TC, that's the one that gets me because so many doctors go back up there or come to us and say, they're just not closing it. And I always tell my practices, case acceptance is a team sport. And literally, it starts from before they even call the office. Like everything you're doing is contributing to their trust. And so ⁓ truly, docs,   I know you don't want to hear this, but it's your job to get them to yes with treatment and ⁓ financial coordinators get them to yes financially. So some of them can work heroics and they do, but it is totally a team sport. So going back to the diagnostics too, you asked a tool that I use ⁓ that maybe isn't so looked at. And I would say print your procedure count report yearly and just take a look, you know?   Are you doing four surface fillings? And I'm not saying that you shouldn't, but is it aligning with your philosophy? And are you giving patients the choice for long-term care? Because sometime that probably four surface filling is going to turn into something, you know? And let your patients decide. Let them decide.   The Dental A Team (15:18) Yeah.   Yes, I love that I have worked with many practices that they do give the options, but they assume that their patient base wants something specifically or can only afford something specifically. So they may give the options, but they kind of talk them into starting with something and started just leaving it on the table and saying what, if this were your mouth and roles were reversed, that we often say,   this were your mom, if this were your sister, if this were your brother. But I like to think, what if we were in different seats and the patient or the dentist, you were sitting in that chair, what would you want someone to tell you? Because you might even still err on the side of like, mom, when it happens, we'll fix it, but like, let's just do this patch for now, right? Because I don't, we don't want to get you numb. Like you might still err on that side for a family member, the, know, quote unquote conservative, but if you were sitting in that chair,   what would you want the dentist to say to you? And I think that makes a massive difference. And that is like your detectiveness, right? That's your detectiveness, but it works and it's what practices need sometimes. And I think, Kristy, part of those pieces, and you showed me your AR thing yesterday and how you diagnose that. And sometimes we do have to go to those spaces.   The Dental A Team (16:17) Yeah.   Yeah.   The Dental A Team (16:40) because you can't see it in the other areas. like, gosh, something is here, but that's why you look at those KPIs that are gonna drive success. And then when one of them isn't working, when one of them isn't hitting the metric that you want it to, you dive deeper. You're not just going to say, okay, every month let's pull the procedure code report. You're gonna say, if case acceptance, if we're not hitting production, case acceptance isn't working or diagnosis isn't working, now we're gonna dig a little bit deeper.   I think what tends to happen is we either go surface and we're like, everything's fine and we ignore issues or we go so deep that we're in the weeds and nobody has time to see the patients. We're just pulling reports all the time.   The Dental A Team (17:20) Yeah, it's so funny. So much psychology goes into it, right? Like our doctors get so upset in dentistry. I remember like doctors thinking, well, we're the only ones that do free consults. Medical doctors don't do free consults. Why do we do it in dentistry? You know what I mean? But yet we also complain, my schooling costs so much and they don't want to pay me what I'm worth, you know? And it's like,   Almost everything, it's funny when we get into it and I work with clients, I'm like, we kind of caused it. We taught them. How many times do we answer the phone and we go, do you have insurance before we even know their name? You know? So it's funny. It's like an oxymoron in a way, but I love that you brought that up because many times we do it to ourselves.   The Dental A Team (18:10) Yeah, yeah, we just spin our wheels on something, to find it and trying to get it right in an industry where nobody's taught how to do this stuff. guys, doctors learned how to be dentists and that's it. It's a rare occasion that you come across anybody who is taught how to run a dental practice. And dental is different than medical. So even healthcare professionals, right? People who have a degree in healthcare management, it's different.   This is why we're here. This is what we do. This is this is years and years. mean, across the whole Dental A Team team, like we should count that up. That'd be a lot of years. I don't even know anymore. We've grown to so many consultants. I don't even want to try to count that right now. We'll do that later. We'll ask Josh to do that for us. But regardless, there's so much wealth of knowledge here in.   The Dental A Team (18:57) Yeah.   The Dental A Team (19:04) ensuring that and we've done such a great job at finding the solutions and the systems to at least get templates and things started to customize for practices. I think that's just an immense value that consultants like the Dental A Team bring is that space of uniformity. these are things that we've seen work. Let's start here and then let's layer on top for you and let's adjust it for your practice and your team.   and those KPIs that drive success, pretty universal. And you said, you know, the common ones, production collections, new patients, diagnosis, case acceptance, and I loved your reappointment rate for new patients and just in general, those tell you the stories. And then from there, we dig and dive deeper. So I love it, Kristy. Thank you so much. think if I were to give an action item, it would be to revamp.   your KPIs if you're digging too deep and grab some new ones if you're not going deep enough, if that makes sense. So, Kristy, anything else you'd like to add?   The Dental A Team (20:09) No, I love it. The only thing I would say, Tip, I know you have the saying down better, but use, love the numbers, right? Don't use them as sticks, is that?   The Dental A Team (20:17) Yeah.   Yes,   yes, numbers are here to guide us. They're stars to guide us. They're not sticks to beat ourselves up with. Yeah, years and years of presenting with Kiera. Awesome, well you guys, go check your KPIs, go check your scorecards. If you're a Dental A Team client, you should have a scorecard. If you don't, get after your consultant. Everyone has scorecards this year, so we're good to go. But if you don't know how to use it or if you're confused by it,   The Dental A Team (20:26) There you go. Love it. Yeah. Love it. ⁓   The Dental A Team (20:48) or if you're not a Dental A Team client yet and you want information on it, please by all means reach out. We're here to help you. We wanna make sure that everyone is successful, whether you are a one-on-one client with us, a group client, or just here as a listener, we wanna make sure that you are all successful. So reach out, Hello@TheDentalATeam.com, and you guys, we'll catch you next time. Thanks so much, thanks, Kristy.   The Dental A Team (21:08) Thank you.  

In this episode of Storage Wins, Alex Pardo conducts a performance debrief with Dan Wentzel, unpacking what happens when momentum slows—not because of laziness, but because of real-life responsibilities, distractions, and competing priorities. Together, they examine missed KPIs, evaluate what actually caused the slowdown, and build a game plan for staying consistent even during chaotic weeks.   This episode also introduces one of the most practical tools so far: a simple back-of-the-napkin valuation method that allows Dan (and listeners) to make offers even when sellers won't share revenue numbers. The goal is simple—make sure meaningful conversations always lead to offers.     You'll Learn How To: Stay consistent when life disrupts your ideal schedule Diagnose whether setbacks are one-off events or recurring patterns Keep momentum without guilt, judgment, or burnout Make offers even when sellers won't share financials Use simple math to move deals forward without overanalyzing     What You'll Learn in This Episode: [0:00] Why this season is built around real-time accountability [3:28] Why you can't control outcomes—but you can control inputs [6:15] Evaluating missed KPIs without self-sabotage [8:22] Expecting resistance once you commit to a goal [11:26] How distractions compound when there's no game plan [14:11] Are you constantly "putting out fires"—or starting them? [19:16] What actually qualifies as a meaningful conversation [21:07] Progress check: offers are increasing—and why that matters [22:00] Why every meaningful conversation should lead to an offer [24:40] Back-of-the-napkin valuation using square footage and market rates [29:10] Why underwriting conservatively builds confidence [35:44] How to estimate NOI without seller-provided revenue [38:53] Giving sellers a reason to share information [41:34] Why "lazy" can be smart when it comes to deal analysis [58:26] Weekly commitments and how to simplify execution     Who This Episode Is For: Investors struggling to stay consistent during busy seasons of life Listeners who feel discouraged when they miss weekly goals Anyone unsure how to make offers without perfect information People who want practical tools—not theory—to move deals forward     Why You Should Listen: Momentum isn't built by perfect weeks—it's built by recovering quickly from imperfect ones. This episode teaches you how to stay in the game when life throws curveballs, how to evaluate progress honestly, and how to keep offers moving even when information is incomplete. If you've ever felt stuck because conditions weren't "ideal," this episode shows you how to keep going anyway.     Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/     Have conversations with at least three storage owners, brokers, private lenders, or equity partners inside the Storage Wins Facebook Group. Join for free here: https://www.facebook.com/groups/322064908446514/

"You're always going to have blinders on you. You have to be open to sometimes things that go against what you originally believe, but yet are going to best support your business." —Chris Salem   Sales stalls fast when teams talk in features and scripts while buyers think in challenges, results, and personality-driven needs. Many of us pour money into ads and lead gen, then wonder why conversations drag, trust stays low, and deals take too many touchpoints. This episode gets honest about the real gap: misaligned sales communication and mixed signals within the business. Chris Salem, an expert in business communication, shares how years of work in emotional intelligence, business communication, and revenue growth led to a simple, practical way to align messaging with buyer personalities and company culture. His work with small firms and 600-person construction teams shows how inside-out communication shifts can move KPIs, retention, and profit. Hit play to learn, reflect, and upgrade how our businesses talk, decide, and sell, including: The real reason lead gen and SEO underperform How buyer personalities shape decisions and timelines Using simple "what, how, who, why" messaging in sales Turning internal communication into better KPIs and profit Moving from control and reactivity to systems and delegation Why coachability, humility, and vision repetition change results   Be Inspired! with Daniel:  Website (Makings of a Millionaire Mindset) Website (Daniel Gomez Global) Facebook Facebook Group X Instagram LinkedIn Pinterest YouTube   Episode Highlights: 02:44 Why Your Marketing Fails: The Real Reason Lead Gen and SEO Don't Convert 05:03 The 4 Buying Personalities Explained 09:35 What, How, Who, Why: Aligning Your Sales Message to Personality Types 13:08 Selling Is Serving: Trust, Rapport, and the Inside-Out Growth Formula 18:37 Grow the People, Grow the Business 21:02 Top 3 Small Business Problems: Messaging, Roles, and Delegation 24:02 Letting Go of "This Is How We've Always Done It" in Leadership 29:41 Boundaries, Generosity, and the Law of Prosperity in Business