Podcasts about kpis

**JOIN THE PRINT YOUR THING LIVE CHALLENGE FOR FREE** 5-Day LIVE Challenge to Learn How to Create + Sell Your Own Planner, Devotional, or Journal of your Dreams! With Horacio Printing Founder, Polly Payne WHEN: January 12th - 16th 9:00 AM PST • 10:00 AM MST • 11:00 AM CST • 12:00 PM EST www.horacoioprinting.com/print Ready to learn how to plan your business dreams without overwhelm? In today's episode, I'm teaching you my 5-step business dream planning process so you can move into the new year with clarity, confidence, and peace. ✨ Episode Summary: This is one of the most requested episodes of the Dream Printing Podcast—and for good reason. I'm walking you through exactly how I plan my business goals and dreams every year, using a blend of data, reflection, prayer, and strategy. You'll learn how to: Review your KPIs to make grounded, data-driven decisions Reflect on the past year to dream wisely for the next Audit your funnels to eliminate leaks and confusion Create projections that actually make sense Build a KPI system that becomes your business scoreboard Whether you're running a product-based business, a service-based business, or dreaming of starting one—this episode will give you the clarity you've been craving. About me: I'm Polly Payne, the CEO and founder of Horacio Printing. I've sold more than 45,000 Dream Planners worldwide along with Bible studies and journals. I now help other dreamers do the same through Print School.

When you're working harder than ever and still getting questioned, most leaders assume they're the problem. But what if the real reason you're exhausted isn't lack of effort...it's that you're trying to win inside a model that was never designed to show your impact?This episode is part of a 5-part series exploring the journey B2B revenue leaders take from reactive chaos to finally understanding, measuring, and transforming their entire Revenue Factory. Each stage represents a critical inflection point and the exact moments that separate leaders who consistently hit targets and drive real, provable results… from those who spend every quarter scrambling, duct-taping reports, and wondering why nothing is working.This episode explores Stage 3: The Breaking Point, AKA the most emotionally charged and career-defining moment in the entire transformation journey.What We Cover in This Episode:Why Stage 3 is the moment leaders either break down, or break throughWhy constant scrutiny, unclear reporting, and cross-functional finger-pointing aren't personal failures, but symptoms of a broken data modelThe exact frameworks that explain why you're stuck and what has to change to unlock real revenue clarityWhy duct-taped reporting, activity-based KPIs, and siloed metrics guarantee misalignmentHow top-performing GTM teams rebuild their entire foundation, and why it transforms everything from credibility to win ratesThis is the episode for every revenue, marketing, or GTM leader who has ever thought:I'm exhausted from constantly defending myself.”“I KNOW we're making an impact, so why can't I prove it?”“What if the problem isn't me… but the entire system?”

Some days the problem isn't your KPIs. It's the fact that you've been staring at your own brand so long you can't read the label anymore. That's where this conversation with Charlie Sells got interesting. We dug into how easy it is for business owners to chase goals, tweak dashboards, and sprint through to-do lists while completely missing the bigger opportunity hiding in plain sight: curiosity. Charlie, the founder of Clarity Over Everything, spends his days helping leaders step back far enough to see what's actually going on. And let me tell you, he's right. I've lived this one myself. Takeaways Curiosity beats KPIs every time. When you stop assuming you already know your customer, your competitors, and your message, you finally spot blind spots you've been tripping over for months. Throw out assumptions and go look again. Competitors shift. Platforms shift. Markets shift. If you haven't audited your landscape in a few months, you're already behind. Not all ideas deserve your Time Once curiosity uncovers new possibilities, you need a simple roadmap so every shiny new idea doesn't hijack your business. Leaders don't need to get out of the way. They just need to stand in the right place. It's not about consensus; it's about alignment. When the team agrees where you're going, disagreement stops being drama and becomes fuel. Specific Actions You Can Use This Week Do a 20-minute assumption purge. Write down everything you think you “already know” about your audience, competitors, and message. Then test one of those assumptions with real data. Run a quick clarity audit. Click through your top three competitors' websites. Look for changes in their messaging, offers, or positioning. Note one thing you should reconsider. Set a 12-week priority filter. Pick one quick win and one long-game improvement. Everything else goes in the “later” column until those two are done. Yes, everything. About Charlie - In his own words Hi I'm Charlie, the face behind Clarity Over Everything and a brand positioning and clarity strategist who helps leaders and teams get clear, move faster, and set their brand up for success. For the last 15 years, I've worked across copywriting, content marketing, branding, and strategy—helping national brands, local businesses, nonprofits, and small teams turn complexity into clarity. I uncover the hidden things causing confusion and misalignment, then partner with businesses to cut through the noise, simplify what matters, and get aligned and prioritized around what's next. I also collect vintage vinyl records. Book a free discovery call and learn more about hiring me as your collaborative marketing and branding partner.  https://clarityovereverything.com   More than a Few Words  - A Marketing Conversation A bite-sized marketing podcast that cuts through the noise and delivers actionable ideas, with no fluff and no jargon. Send a note or record a message https://morethanafewwords.com/contact/  

Wie wird deine Marke in ChatGPT und Co. sichtbar? Marius Meiners, Gründer der AI-SEO-Plattform Peec AI, gibt konkrete Taktiken. Er erklärt die neuen KPIs wie „Visibility“, warum Listicles jetzt Gold wert sind und welche Art von Content in der KI-Ära überhaupt noch funktioniert. Was du lernst: Der einfache Trick, um deinen bestehenden Content für KI-Suche relevant zu machen Die 3 neuen KPIs für AI-SEO: Visibility, Sentiment & Position Die größten Low-Hanging-Fruits: Listicles & Comparison-Sites Für welche Unternehmen AI-SEO irrelevant ist Warum Margen und Defensibility in der KI-Welt trotzdem wichtig sind ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch  Mehr zu Marius: LinkedIn: de.linkedin.com/in/mariusmeiners  Website: https://peec.ai/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ 

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Welcome to episode 311 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Tim McKey, CEO and co-founder of Vista Consulting, a longtime CPA and law-firm operations expert who has spent more than 15 years helping plaintiff firms improve efficiency, profitability, and long-term stability. Through Vista, Tim has worked with nearly 300 firms to build stronger systems, enhance financial reporting, implement accountability, and navigate major transitions including mergers, acquisitions, and succession planning.  What you'll learn about in this episode: 1. Disruption in Today's PI Landscape - How aging ownership, new capital sources, and ABS laws are reshaping the industry - Why institutional investors are moving aggressively into plaintiff firms 2. Understanding MSOs and Ownership Changes - How Managed Service Organizations work as an alternative structure - When selling to an MSO makes sense—and when a traditional sale is better 3. Competing in a Market of Roll-Ups and Mega-Firms - Why differentiation—not spending more—is the key to survival - How boutique firms can win even as consolidation increases 4. Building a Firm That's Valuable  - The operational ratios healthy firms monitor - The importance of systems, processes, and a true second-in-command 5. Using AI, Metrics, and Accountability to Improve Margins - Why AI and offshore support are pushing labor ratios down - Why every team member needs KPIs and clear expectations to drive performance   Resources:  Website: vistact.com LinkedIn: linkedin.com/in/timmckey Facebook: facebook.com/Vistact Instagram: instagram.com/vistaconsultingteam   Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

I don't make bold promises lightly. But after decades in orthodontics and thousands of conversations with docs like you, I know what we truly crave: real connection, no fluff, no sales pitches—just practical, honest, transformational growth. That's exactly what the OrthoVanguard meeting is designed to deliver. No lectures. No vendors. Just you, 99 other doctors, and conversations that will change how you practice, lead, and live.In this special episode, I walk you through why OrthoVanguard is the most powerful event I've ever put together. Whether you're a new grad or 40 years in, this is the meeting I wish I had earlier in my career. You'll sit at curated roundtables with doctors just like you—solving real problems, sharing tech hacks, dissecting KPIs, and walking away with an AI-generated personalized 90-day plan. Oh, and yes: it's all moderated by me and the brilliant Victor Antonio. This isn't hype. It's the future of orthodontic meetings.QUOTES“If it's not the most impactful meeting you've ever attended, I'll give you every penny back. That's my free limo guarantee—and nobody's taken me up on it yet.” — Dr. Glenn Krieger“You'll walk away with a 90-day plan, personalized by AI, based on everything you discussed—so you're not just inspired... you're activated.” — Dr. Glenn KriegerKey TakeawaysIntro & The Free Limo Guarantee (00:00)Why OrthoVanguard replaces Summit—and raises the bar (00:35)How this meeting is unlike anything you've attended (01:20)Curated, strategic roundtables—not lectures (02:22)How you'll be grouped and what we'll discuss (03:00)Treatment planning, hot seat coaching & tech hackathons (03:40)The power of real-time idea sharing and AI-driven takeaways (04:30)Marketing, KPI Rescue, dream teams, and more (05:10)The real value: connection, clarity, and next-level growth (06:00)Additional Resources

Check if your dental practice qualifies for capital allowances here >>> https://www.dentistswhoinvest.com/chris-lonergan———————————————————————UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club———————————————————————What if the fastest way to grow a dental practice is not a new scanner, but a new agreement? We sit down with Lisa, a former dental nurse who became a practice stakeholder, to unpack how equity, trust, and smart systems turn a busy clinic into a resilient, two-site business that serves patients better and performs stronger.Lisa shares the early lessons she took from running operations in a GP super centre: finance visibility, team training, and the simple truth that people remember how you make them feel. Those foundations shaped a strategy that moved a three-person team into a private-led model with an NHS arm ring-fenced in a nearby site for stability and optionality. We talk openly about when equity for a practice manager makes sense, why it should be a cherry not a carrot, and how small ownership stakes can unlock the discretionary effort owners quietly hope for but rarely earn.We dive deep on incentives that work—like sharing a slice of verified stock savings—and why owners who cling to cash starve growth. The numbers matter: monthly KPIs, white space costs, staffing ratios, and fee calibration can add six figures without longer clinical hours. And then there's the biggest lever of all: communication. Lisa breaks down the ten-second phrases that de-escalate complaints, the reception scripts that convert more enquiries into appropriate appointments, and how AI call reviews help front-of-house master tone, empathy, and listening.If you're an owner or manager who wants fuller diaries, fewer fire drills, and a team that thinks like partners, this conversation hands you the blueprint: align incentives, measure what matters, and coach the words that win trust. Subscribe, share this with your practice lead, and leave a review telling us one change you'll make this week.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Du investierst in Marketing, aber deine Umsätze bleiben hinter den Erwartungen zurück? Das Problem liegt nicht an zu wenigen Anfragen.In dieser Folge erfährst du: Warum 30-70% der Mandatsanfragen im eigenen Prozess verloren gehen Wie du mit unter 15 Minuten Reaktionszeit deine Abschlussquote verdoppelst Welche 7 KPIs über deinen Kanzlei-Erfolg 2026 entscheiden Der exakte Qualifizierungs-Prozess erfolgreicher 6-stelliger Kanzleien Wie ein einfaches Skript dein Team entlastet und mehr Umsatz bringt Marketing bringt Sichtbarkeit – aber Sales liefert den Umsatz. Ohne klaren Prozess überlässt du dein Wachstum dem Zufall.

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Send us a textWhy Vanity Metrics Are So TemptingClicks, impressions, and giant top-line numbers feel good—and they're easy to measure. Anthony explains that brands and agencies often lean on these because they make progress look “sexy” in a deck, even when they don't connect to business outcomes.The Metrics That Actually MatterKendra presses on what marketers should track instead. Anthony breaks it down by funnel stage and business model:For B2B and lead-gen teams:Lead volume and lead qualityConversion behavior after the click (time on site, page depth, engagement paths)Feeding those quality signals back into ad algorithmsFor e-commerce:Revenue per campaignCost per acquisition (CPA) vs. customer lifetime value (LTV)Target CPA thresholds to ensure profitabilityAnthony's bottom line: The two most important metrics are CPA and LTV—and every other KPI should support them. When Algorithms Work Against YouA huge chunk of the episode is about how campaigns go sideways when the wrong signals are optimized. If you optimize for clicks, the algorithm finds more clickers—not buyers.They dig into how metrics aren't bad—they're just often misused.Examples Anthony gives:ROAS is critical for shopping/e-commerce conversion campaigns.Video view-through rate matters for awareness campaigns, since the goal is warm-audience building.Target impression share is valuable in branded search as a defensive move, ensuring competitors don't steal your brand traffic. Competitor Bidding: Old Advice vs. NowKendra asks about the old-school thinking that bidding on competitor names doesn't work. Anthony clarifies the difference between:Branded defense campaigns (protecting your own name)Competitor conquesting campaigns (showing up as an alternative in a buyer's search)He argues conquesting can be effective because you only pay on clicks, yet still gain impression value and market-share opportunities. Balancing Short-Term Pressure with Long-Term GrowthB2B cycles are long, and clients want fast wins. Anthony recommends a full-funnel budget split:Some spend for the 1% ready to buy now (lower funnel)Significant investment to warm the other 99% (awareness + consideration)Biggest Lesson Learned: Simplicity ScalesAnthony closes with his core marketing takeaway: The best campaigns aren't the busiest—they're the clearest. When you focus on the right audience, the right offer, and the right KPIs, everything improves: creative, reporting, and results that compound over time. If you want to connect with Anthony or learn more about Volo Media, check out the links below.  And if you've ever been sold a pretty dashboard full of meaningless numbers… this one's for you. Connect with Anthony:Website: https://www.vallomedia.com/LinkedIn: https://www.linkedin.com/in/anthonychi Looking to leverage AI? Want better results? Want to think about what you want to leverage?Check and see how I am using it for FREE on YouTube. From "Holy cow, it can do that?" to "Wait, how does this work again?" – I've got all your AI curiosities covered. It's the perfect after-podcast snack for your tech-hungry brain. Watch here

Something New!  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/EP232 In episode 232, Coffey talks with Margarita Ramos about the importance and future of the employee relations function following the $11.5 million SHRM discrimination verdict. They discuss the SHRM jury verdict and its implications for HR credibility; the role of employee relations at the intersection of compliance and employee experience; proactive versus reactive approaches to workplace conflict; multiple complaint channels and manager escalation obligations; why dismissing concerns as "not illegal" undermines trust; investigation failures highlighted in the SHRM case; investigator neutrality, training, and experience requirements; when and why to use outside investigators or counsel; leadership accountability and the role of the CHRO in employee relations; the three-legged stool of employee relations, HR business partners, and employment counsel; building ER infrastructure with case management systems and data analytics; handling high-performing but high-risk leaders; transparency in employee relations processes; reducing gossip through consistent and fair investigations; and the future of employee relations including responsible use of AI in investigations. 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: Margarita Ramos is a highly respected Global Employee Relations executive and employment attorney with more than two decades of experience across technology, SaaS, and financial services. She is trusted by CHROs, HR Business Partners, and C-suite leaders to build scalable ER infrastructures, stabilize organizations through change, and elevate the employee experience through disciplined governance and operational excellence. With a foundation rooted in JD-trained employment law—including roles as In-House Employment Counsel at Merrill Lynch and Principal Corporate Counsel at Microsoft—Margarita developed deep legal expertise in compliance, risk mitigation, and workplace investigations.  She later translated this expertise into senior ER and HR Compliance leadership roles at VMware, Splunk, RBC, and Bank of America, where she supported complex global workforces navigating rapid growth, cultural transformation, and organizational change. Throughout her career, Margarita has been brought in to create structure where ambiguity exists. She has built and led global ER Centers of Excellence, developed investigations and performance-management frameworks, and implemented modern case-management systems such as Workday, HR Acuity, and AI-enabled governance tools. Her approach blends empathy with operational rigor, ensuring ER functions are both employee-centric and aligned with business strategy. A skilled investigator and ER strategist, Margarita advises senior leaders on workplace investigations, conflict resolution, performance management, DEI&B, and global employment compliance. She is known for her ability to translate data, case trends, and cultural signals into actionable insights—leveraging ER metrics, KPIs, and reporting to influence leadership decisions, drive fairness, and strengthen organizational culture. Her data-driven approach enables leaders to make well-informed, consistent decisions that reinforce trust and accountability across the enterprise.  Margarita has also led M&A HR integration efforts at VMware and Splunk, overseeing cultural alignment, workforce assessments, and change-management strategies during periods of significant transformation. Her leadership in these environments reflects her commitment to creating workplaces where clarity, belonging, and operational excellence coexist. Beyond her corporate work, Margarita is deeply committed to developing future talent. She has mentored first-generation college students and contributed to organizations such as Girls Who Code, Year Up, and Hobart & William Smith Colleges. At Microsoft, she provided pro bono support for Kids in Need of Defense (KIND). Outside of work, she enjoys ballroom dancing and cooking. Margarita is passionate about shaping modern, strategic, tech-forward ER functions that support organizational values, reduce risk, build leadership capability, and create an environment where employees can do their best work with trust, fairness, and accountability. Margarita Ramos can be reached athttps://www.linkedin.com/in/margarita-ramos/ 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 teach...

How I'm Setting Goals for 2026 as an Optometry Practice Owner | E285Highlights from this episode: How I'm Setting Goals for 2026 as an Optometry Practice Owner (00:47)Closing Thought: Results of a Great Staff ExperienceIn this week's episode, we are breaking down how I'm setting my goals for 2026—and why I've stopped chasing revenue as the primary target. Making the shift from vague, top-line goals to leading indicators that actually make your practice better, from systems and KPIs to team performance and scaling the right way. If you want to move from being the top producer in your office to the true CEO of your practice, this conversation will challenge how you think about growth, failure, and excellence. These are the exact frameworks I'm using in my own practice as I build for the next phase.Join in the conversation and subscribe to the podcast to keep up with all the great content coming down the pipe! For exclusive content, be sure to register your email on our website and I will be sending out newsletters and other great bonuses as we go. I love getting feedback, questions, suggestions, etc. so contact me at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theultimateod.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on social media (click here for ->⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) OR, just shoot me an email at drlillie@theultimateod.com and I'd be happy to chat!

In this episode, I sat down with Dr. Jeremy Dinkin to talk about what growth actually looks like behind the scenes. Jeremy shares the real story of building a profitable practice out of the corner of a gym, resisting the urge to scale too fast, and eventually moving into his own space the right way. We dig into the decisions that protected his profit, the chaos of a build-out no one prepares you for, and the leadership mistakes that show up once you start hiring. We also talk honestly about the identity shift from clinician to leader, the pressure that comes with growth, and the moment family forced a hard look at how the business was being run. In this episode, you'll learn: - How to think about space, rent, and profit before you expand - What most clinic owners get wrong about hiring and leadership - Why simpler communication and fewer KPIs create better results - How personal brand impacts your ability to hire and scale - If you're building a practice and feel stuck between growth and burnout, this conversation will hit close to home. Connect with Dr. Jeremy Dinkin: Instagram (Personal): @RSMAthleteDoc Instagram (Practice): @RSMSportsMed Website: rsmsportsmed.com Follow me on Instagram: @justinrabinowitz Want to go deeper? Join us at our next live event to learn how to scale profitably, lead with clarity, and build a business that supports your life.

When you've got a dozen priorities, meetings, emails, and "urgent" requests hitting you at once, the real problem usually isn't effort—it's focus. This is a simple, fast method to get your thinking organised, coordinate your work, and choose actions that actually improve results: build a focus map, then run each sub-topic through a six-step action template.  How do I get focused when I'm overwhelmed with too much work? You get better results by shrinking the chaos into one clear "area of focus," then organising everything else around it. In practice, overwhelm comes from competing directions—sales targets, KPIs, internal politics, client deadlines, hiring, and admin—all demanding attention at the same time. In Japan, this can be amplified by stakeholder-heavy coordination; in the US and Europe, it can be amplified by speed and constant context switching. Either way, your effort becomes scattered and poorly coordinated.  The fix is to pause briefly and decide: "What is the one thing (or two things) I need to improve most right now?" That becomes your anchor. Once you can name the focus, the brain stops thrashing and starts sorting. Do now: Write down the one or two words that define your key focus for this week.  What is a "focus map" and how do you make one quickly? A focus map is a one-page visual map: one central focus, surrounded by the sub-topics you need to improve. Put a small circle in the middle of the page and write your main focus inside (for example: "Better Time Management"). Then add related words that come to mind as surrounding circles—like planets around the sun—creating sub-categories you can work on.  This works because you already have the answers in your head; you just haven't "released" them into a structure. The visual element matters: arranging the circles stimulates thinking differently than typing a list in a notes app. It's fast, low-tech, and effective—especially for leaders toggling between deep work and constant interruption in a post-pandemic, hybrid world. Do now: Draw one central circle and add 6–10 surrounding circles of related sub-topics.  What should I put on my focus map (examples leaders actually use)? Use practical "better" themes—time, follow-up, planning, communication—then generate sub-categories that are behaviour-based. Common centre-circle themes include: Better Time Management, Better Follow-up, Better Planning, Better Communicator.  Example: if your centre circle is "Better Time Management," your surrounding circles might include: prioritisation, block time, procrastination, Quadrant Two focus (Eisenhower Matrix), to-do list, weekly goals, daily goals. This is where the method beats generic productivity advice. Instead of "be more organised," you can see the real levers: calendar blocking, priority choice, and the habit of starting the day with a ranked list. In an SME, this might be about protecting selling time; in a multinational, it may be about reducing meeting bloat and stakeholder drag. Do now: Choose one sub-category you can improve in 7 days (e.g., prioritisation).  What are the six steps to turn a focus map into action? The six steps force clarity: attitude → importance → new behaviour → desired result → vision alignment. After your focus map is complete, pick one sub-category (say, prioritisation) and run it through this template:  What has been my attitude in this area? Why is this important to me and my organisation? Specifically, what am I going to do about this differently? What results do I desire? How is this going to impact my Vision? This is essentially strategy on a page. It connects behaviour change to outcomes and makes it harder to stay vague. It also works across cultures: whether you're operating in Japan's consensus environments or in faster-moving US/Europe contexts, you still need a clear "why" and a specific "what next." Do now: Write answers for steps 1–3 today; do steps 4–5 tomorrow.  Can you show a completed example (so I can copy the format)? Yes—use the example below as a plug-and-play model for any topic you choose. For "Time Management" with the sub-category "Prioritisation," a completed version looks like this (edited only for formatting):  Area of focus: Time Management → Prioritisation Attitude: "I know I should be better organised…but I never get around to taking any action…because I don't choose activities based on priorities." Why important: "If I am better organised I can get more work done…focus on the prioritised areas of highest value…contribute more value to the organisation." What I'll do differently: buy an organiser; use to-do lists + a calendar; block time for highest value items; start each day by nominating tasks, then prioritising and working in that order. Desired result: spend best time on highest value tasks with greatest impact. Impact on vision: efficiency and effectiveness rise dramatically. Do now: Copy this structure and fill it in for your sub-category (block time, procrastination, weekly goals, etc.).  How do I use this system every week to get better results (not just once)? Repeat the map-and-template cycle weekly, focusing on one sub-category at a time until the habit "sticks." The magic is consistency: you can repeat the same process for block time, procrastination, Quadrant Two focus, to-do lists, weekly goals, daily goals—each becomes its own mini-improvement project.  Think of it like leadership development: you don't "fix productivity" once; you build a personal operating system. Some weeks will be chaotic (product launches, quarterly reporting, client crises), so you pick a small, controllable lever. Other weeks you can go deeper. This method is described as a go-to tool because it's fast, it goes deep, and it produces practical ideas you can apply immediately.  Do now: Schedule 15 minutes every Monday to create one focus map and choose one sub-category to improve.  Quick checklist (copy/paste) Choose 1 key focus (1–2 words).  Build a focus map (6–10 sub-circles).  Pick 1 sub-category for this week.  Run the six steps and define 1–2 new behaviours.  Review weekly; repeat with the next sub-category.  Conclusion Better results come from better-directed effort. The focus map gives you clarity fast, and the six steps turn that clarity into behaviour change tied to results and vision. If you try it once, you'll get insight. If you run it weekly, you'll build momentum.  FAQs A focus map is basically a mind map for execution. It moves you from "busy" to "clear" in minutes by visualising priorities.  Start with one sub-category, not the whole map. Results come from focusing on one lever (like prioritisation or block time) per week.  The six steps work because they force specifics. You can't hide behind vague intentions when you must name attitude, actions, results, and vision.  Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー).  Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, which are widely followed by executives seeking success strategies in Japan. 

If you've ever looked at your schedule and thought, “We're slammed…so why is my bank account not moving?” — this episode is going to feel like oxygen. In this PPS 2025 recap conversation, Jerry Durham sits down with Nathan Shields, founder of the Private Practice Owners Club, to break down the real reasons clinics bleed profit — and why the solution isn't more new patients. Across this episode, Nathan pulls back the curtain on the cash-flow killers hiding inside most clinics: weak collections, underperforming billing systems, inconsistent documentation, and a front desk that's unsupported (not unskilled). He also explains why AI won't fix broken processes — and why owners who skip the fundamentals end up scaling their problems, not their profit. In this episode you'll learn:The four internal “leaks” that cost clinics $100K–$300K per year — and how to close them fast.Why chasing more new patients is the wrong move when your systems are broken.The exact numbers every owner must know (and what they actually mean).How to tighten front-desk operations so patients arrive, pay, and stay.Why underbilling — not overbilling — is silently draining your margins.How AI can support your systems… but can't save you from bad processes.What PPS 2025 revealed about the future of private practice — and what owners need to fix BEFORE adding tech, growth, or new services. What you'll walk away with:A Cash-Flow Leak Audit you can run in 30 minutes.A simple 4-phase roadmap to increase revenue without increasing visits.Clarity on the 3–5 KPIs that actually drive your business (and which ones don't matter).Scripts for improving front-desk collections and reducing cancellations.A new lens for evaluating tech, platforms, and AI — so you stop wasting money and start moving the needle.

More management and insurance knowledge in my newsletter: https://www.odysseymgmt.com/newsletter   Most dental practices don't struggle because of dentistry but because of what happens behind the scenes.   Practice management is rarely taught even though it controls profitability, team morale, and long-term growth. My friend Olivia Smith shares insight and stories of her clients' misses and wins. The realities of running a successful dental practice include understanding KPIs (without drowning in numbers) to leading teams with clarity and accountability (without losing your mind!).    We touched on so many topics - the time really flew by! Just a few topics:    Associate integration (so delicate) Manager burnout Realistic case acceptance tips When leadership isn't an innate skill   This is a candid look at dental practice management no one tells you about.   Connect with Olivia Smith   Website https://osdentalconsulting.com/home/ Facebook https://www.facebook.com/660184687177918 Instagram https://www.instagram.com/osdentalconsulting/   ------------- Beyond the Operatory Career Workshop: Have you ever wondered what career opportunities in dentistry exist beyond clinical care? Whether you're a dentist, hygienist, assistant, or manager, this full-day, in-person workshop is your chance to explore new paths in speaking, coaching, consulting, and more. Join Teresa and Angela on March 6th, 2026  in Northern Virginia. Limited to just 20 attendees. Registration is open. Secure your spot today:

A CMO Confidential Interview with Kate Bullis and David Wiser, Managing Partners and Global Marketing Practice Leaders for ZRG Partners. Kate and David translate their extensive search experience to classify common mistakes into "movie themes" and share tips on how to recognize if you are directing or reading for a part in a disaster film. From "Play It Again, Sam," to "No, No, It's Really A CMO Role!" to "Death by Committee!" they describe the all-too-familiar plotlines and how to tear apart the hype from the facts. Hints: Look at the dashboard, listen to the questions and beware of the "Hands on the keyboard" role. Tune in to hear why companies should focus on outcomes versus qualifications and why you should always check your Zoom background. What are the five bad “movies” CEOs and boards keep remaking when they hire CMOs—and how do you avoid starring in one? Mike Linton sits down with ZRG Partners' Kate Bullis and David Wiser to unpack 2025's CMO market, why early-stage hiring should rebound, and how capital and IPO activity reset expectations from “profit at all costs” back to growth. They break down the most common failure modes—chasing a playbook, hiring an “orchestra,” titling a demand-gen job as “CMO,” forcing marketing to “stay in its lane,” and letting committees kill momentum—and the exact questions candidates and CEOs should ask to surface scope, KPIs, authority, and alignment.You'll hear red flags like “hands-on keyboard,” why the KPI dashboard effectively *is* the job description, and how cross-functional interviews reveal whether a CMO will be a strategist or an order taker. David and Kate close with urgency discipline for searches and a three-year business-back plan for defining the role.CMO Confidential, Mike Linton, ZRG Partners, Kate Bullis, David Wiser, CMO hiring, marketing leadership, executive search, CEO, board of directors, hiring mistakes, KPI dashboard, hands-on-keyboard, demand generation, brand vs performance, org design, stay in your lane, death by committee, playbook vs framework, 2025 job market, private equity, IPOs, marketing strategy, B2B marketing, growth vs profitability---Chapters00:00 – Welcome & show setup01:08 – Meet Kate Bullis & David Wiser (ZRG Partners)01:32 – 2025 CMO job market outlook02:56 – Where hiring rebounds first (startups vs. public)04:24 – From profitability snapback to growth focus05:35 – Theme 1: “Play it again, Sam” (playbook thinking)06:48 – Frameworks over playbooks: why “fetch” fails08:16 – KPIs as the real scope: the dashboard test10:08 – Theme 2: “I want the orchestra” (do-it-all CMO)12:44 – Red flag: “hands-on keyboard” and checkbox hiring14:19 – Theme 3: “No, really, it's a CMO role” (but it's demand gen)15:31 – B2B trap: title inflation and scope mismatch18:25 – Measure what matters: aligning title, work, and KPIs19:00 – Theme 4: “Stay in your lane” (the Yes Center)20:20 – Sales/product-driven constraints and influence22:00 – Theme 5: “Death by committee” (misalignment & vetoes)23:18 – Fixing alignment: who decides and how25:26 – Why bad movies still get made: urgency and drift27:54 – The other mistake: lack of urgency in searches28:43 – Funniest recruiting moments (Zoom era)30:21 – Practical advice: define the next 3 years, then the role31:29 – Wrap and where to listenSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Think flow is just a "zone" for athletes and artists? Gaëlle Devins says it's survival for leaders. Forget chasing perks, employees don't want ping pong tables. They want to be seen, valued, and led by someone who actually knows their own emotions. In this episode, we unpack why yodeling (yes, yodeling) is a leadership lesson, how twins + bedrest turned into a corporate framework, and why flow is more than KPIs… it's people, purpose, and performance working in harmony. Gaëlle doesn't just talk theory; she lived it across continents and industries. From luxury brands to global teams, she reveals why most leaders are scared to ask the right questions (hint: they don't want the real answers). Plus, how disrespect poisons culture, and why she gave 100% of her book profits to children fighting cancer. This isn't about lowering the bar. It's about daring to care, building authentic flow, and leading in a way that makes Monday feel a little less Monday. Website: https://gaelledevins.com/ LinkedIn: https://www.linkedin.com/in/gaelle-devins/ Book: Flow Leadership: Unleash the Power of People, Purpose, and Performance: https://a.co/d/3JCb2us Timestamps 00:00 Cold Intro & Start 06:15 Cowbells & Yodeling: The Swiss Surprise Nobody Saw Coming 07:08 "Not Just Swiss": Why Flow Starts with a Big Heart 08:54 Bedridden with Twins... and Suddenly Writing a Book 12:59 Flow Defined: Seen, Valued, and At Your Best 17:36 Leaders Don't Know Flow (and That's the Problem) 21:05 Goodbye Command-and-Control, Hello Emotional Connection 25:55 The First Barrier to Flow? You 33:44 People & Purpose: The Two P's Leaders Keep Ignoring 43:41 The Poison of Disrespect: How Toxic Workplaces Begin 44:52 A Magic Wand: Why Every Book Sale Goes to Kids Fighting Cancer

We're hitting "replay" and raising a mug of cocoa! ☕️

Most people don't struggle with setting big goals — they struggle with having a process to actually achieve them.In this episode, Nick breaks down the exact systems, mindsets, and frameworks he's used to crush massive goals in sales, income, health, leadership, and life. From building multi-million-dollar businesses to creating consistent results without burnout, this episode walks you through a step-by-step blueprint for turning big targets into daily execution.You'll learn:The difference between targets vs. tasks (and why being busy doesn't mean being productive)How to reverse-engineer big goals into micro actions and systemsWhy process over prize creates consistent successHow to use time blocking, KPIs, and prioritization to winThe power of environment, mentorship, and accountabilityWhy who you're becoming matters more than the goal itselfIf you're serious about leveling up your sales, income, discipline, and overall life structure — this episode gives you a clear framework you can implement immediately.Stay until the end — the final section ties everything together.

Most people don't struggle with setting big goals — they struggle with having a process to actually achieve them.In this episode, Nick breaks down the exact systems, mindsets, and frameworks he's used to crush massive goals in sales, income, health, leadership, and life. From building multi-million-dollar businesses to creating consistent results without burnout, this episode walks you through a step-by-step blueprint for turning big targets into daily execution.You'll learn:The difference between targets vs. tasks (and why being busy doesn't mean being productive)How to reverse-engineer big goals into micro actions and systemsWhy process over prize creates consistent successHow to use time blocking, KPIs, and prioritization to winThe power of environment, mentorship, and accountabilityWhy who you're becoming matters more than the goal itselfIf you're serious about leveling up your sales, income, discipline, and overall life structure — this episode gives you a clear framework you can implement immediately.Stay until the end — the final section ties everything together.

In this episode of Pathmonk Presents, Rick sits down with Tomás Saranovich, Growth Lead at Tryolabs, to unpack what honest AI consulting really looks like at the enterprise level. Tomás explains how Tryolabs helps companies demystify AI, not by pushing hype, but by clearly identifying when AI adds value—and when it doesn't. The conversation covers enterprise buying behavior, aligning AI initiatives with real KPIs, and why transparency builds long-term trust. Tomás also shares how LinkedIn, direct outreach, and educational content power Tryolabs' growth strategy, plus why human connection still matters in an AI-driven world. This episode offers grounded insights for marketers, founders, and leaders navigating AI adoption responsibly.

Developer Relations wirkt von außen oft wie eine Bühne, ein Reisekoffer und ein paar Sticker am Messestand. Aber was, wenn genau diese Rolle der stärkste Hebel ist, um dein Produkt besser zu machen, deine Tech-Community ernsthaft aufzubauen und Entwickler:innen wirklich erfolgreich zu machen?In dieser Episode nehmen wir Developer Relations auseinander, ganz ohne Marketing-Buzzword-Bingo. Zu Gast ist Philipp Krenn, Head of Developer Relations bei Elastic. Philipp bringt nicht nur jahrelange DevRel-Praxis mit, sondern auch Community-DNA, von Viennadb-Meetups bis Papers We Love, plus Open-Source-Erfahrung rund um Google Summer of Code und das Elastic-Ökosystem.Wir klären, was DevRel eigentlich ist, wo die Grenze zu Developer Marketing verläuft und warum der wichtigste Unterschied oft die Zwei-Wege-Kommunikation ist: raus in die Community und zurück ins Produktteam. Wir sprechen über den Alltag von Developer Advocates, Konferenzen, Content, Community Support auf Discourse, Reddit, Stack Overflow und Slack und wie man Feedback so sammelt, dass es in Roadmaps landet. Dazu kommt die große Frage: Influencer oder nicht? Und warum der Personenkult für Firmen gefährlich werden kann.Außerdem geht es um Open Source, Meetups, Tech Community, Networking, KPIs ohne falsche Anreize, den DevRel-Hype-Zyklus rund um AI und welche Skills du brauchst, wenn du selbst in Developer Relations einsteigen willst.Am Ende weißt du nicht nur, ob DevRel zu dir passt, sondern auch, wie du als Entwickler:in DevRel wirklich nutzen kannst, ohne nur Socken mitzunehmen.Bonus: Wenn jemand mit Laptop und kaputter Query kommt, ist das für Philipp kein Problem, sondern der Wunschzustand.Unsere aktuellen Werbepartner findest du auf https://engineeringkiosk.dev/partnersDas schnelle Feedback zur Episode:

In this episode of the Building Freedom podcast, Randy welcomes back Megan Peyton to explore how the first 90 days can change the trajectory of your business. They break down what it really means to slow down to speed up, build repeatable systems, and empower your team to operate without constant owner involvement. From financial fluency and KPIs to delegation and consistent meetings, this conversation shows how small, intentional shifts compound into lasting wealth and freedom.If you like what you're listening to, we would love it if you could give us a 5-star review! This will help us know we are giving you what you need to grow and succeed as an entrepreneur. Please reach out to us on social media or through our website with other information you might want to hear on upcoming episodes!https://www.4levelcoach.com/https://www.instagram.com/4levelcoach/https://www.facebook.com/4LevelCoach/https://www.linkedin.com/company/4-level-coach

Send us a text if you want to be on the Podcast & explain why!Say hello to Tilo at coach.tiloWhat if your most valuable product isn't another hour-long session, but a community that people can't wait to join? Today we sit down with a former PE teacher who turned a neighbor's question into a thriving training business, then pushed beyond the ceiling of in-person hours to build scalable income without sacrificing family time. From the first $90 session to confidently charging premium rates in an affluent market, we get into the real math: exact client counts, monthly revenue targets, and the systems that make sessions repeatable, effective, and worth every dollar.We dig into pricing strategy the way clients actually experience it—clear value, annual increases, retainers that stabilize cash flow, and the honest post-mortem when someone says no. We challenge the myth of overnight online riches and offer a grounded path: LinkedIn for lead gen, Trainerize for delivery, and coaching that sells outcomes, not app access. The heart of the episode is the Parlay Club, a clever blend of step goals, workouts, and point-doubling sports picks that turns accountability into a game. It's sticky, social, and scalable—especially once it moves to a searchable Facebook group, adds tiers, rewards referrals, and features guest experts to deepen engagement.Parent-trainers will feel seen. We talk about seasons of ambition, designing a perfect week before you sell it, and using the 11–2 midday window to build leverage instead of filling it with low-yield sessions. For coaches working with youth athletes, we map a route to clinics, partnerships, and grant-funded programs, and explain how a credential like the CSCS opens doors with athletic directors. The throughline is focus: avoid the octopus problem of too many projects and choose one lane to push hard for a defined period, supported by precise KPIs and a community that keeps you honest.If you're ready to raise your rates, protect your time, and build something that grows while you're with your kids, this conversation hands you a playbook you can start using today. Subscribe, share this with a trainer who needs it, and leave a review with your biggest goal for the next 90 days—we'll shout out our favorites on the show.Want to become a SUCCESSFUL personal trainer? SUF-CPT is the FASTEST growing personal training certification in the world! Want to ask us a question? Email info@showupfitness.com with the subject line PODCAST QUESTION to get your question answered live on the show! Website: https://www.showupfitness.com/Become a Successful Personal Trainer Book Vol. 2 (Amazon): https://a.co/d/1aoRnqANASM / ACE / ISSA study guide: https://www.showupfitness.com

In Episode 451 of The Immigration Lawyers Toolbox®, John Q. Khosravi, Esq. sits down with Ruby Powers, Esq. to discuss law practice management, attorney wellness, resilience, and how immigration lawyers can build smarter, more sustainable firms. Drawing from recent AILA conferences and real-world experience, this episode focuses on systems, data, and adapting to constant change. Spotify | iTunes | YouTube Music | YouTube  Timestamps: 00:00 Opening 00:33 Show intro 02:29 AILA New Mexico Conference takeaways 05:38 Being detained at the airport 07:35 Accessing files while traveling 08:48 Conference logistics & experience 10:04 Resilience, wellness & adapting law practice management 18:02 KPIs and using data in law firms 18:30 Visualizing data: pie charts & countries served 21:24 What felt different about this conference 21:41 How big company layoffs are impacting immigration 23:36 Mid-episode break 30:40 Adjustment of Status: gaps in available data 36:04 Behind the scenes of conference planning & management 38:28 Subscription billing models for law firms 42:05 Closing remarks & outro Follow eimmigration by Cerenade: Facebook | Instagram | LinkedIn Start your Business Immigration Practice! (US LAWYERS ONLY - SCREENING REQUIRED): E-2 Course EB-1A Course Get the Toolbox Magazine!  Join our community (Lawyers Only) Get Started in Immigration Law! The Marriage/Family-Based Green Card course is for you Our Website: ImmigrationLawyersToolbox.com Not legal advice. Consult with an Attorney. Attorney Advertisement. #podcaster #Lawyer #ImmigrationLawyer #Interview #Immigration #ImmigrationAttorney #USImmigration #ImmigrationLaw #ImmigrationLawyersToolbox  

Jennie Malafarina talks about her career journey; collaboration & community; building businesses; & turning marketing from a cost center into a revenue driver.   IN THIS EPISODE WE DISCUSS:   [02.30] An introduction to Jennie and her businesses Virago Marketing and FR8MVMT. [05.03] Why Jennie pursued a degree in communications, and how having three kids under five during her final year at university led her to a marketing career. "Communication, psychology and marketing all tied together… it's a passion for understanding why people do what they do." [07.55] Why Jennie moved from PR to digital marketing, her passion for tracking and measuring results, and what she loves about agency life. [11.46] How Jennie came to understand the importance of logistics, and how it impacts the consumer. "It's impactful – this industry makes the world go round. If we're not optimizing movement or getting just in time shipments, our shelves are empty and our costs are higher." [12.40] What marketing looks like for supply chain right now, the importance of personal branding, and the biggest changes happening in supply chain marketing, from video to AI. "People don't connect with brands – they connect with people." [17.31] Why organizations need to start thinking about marketing as a revenue driver not a cost center, and why it's crucial to understand your goals and KPIs. [19.40] Why it's so important to break down industry siloes to bring all areas of the community together, and how Jennie is keeping those conversations going through FR8MVMT. [22.34] The new businesses Jennie has in development, and how she achieves her version of balance. "I do the things that light me up!" [26.49] How Jennie's experience as a veteran informs her leadership and gave her the confidence to succeed. "I learned to earn my spot… So, going into my career, I never feared that I was a meek woman that can't talk – I own it." [28.46] The increasing number of women in supply chain, and how we can bring more women into the industry. [30.38] What winning an industry trailblazer award means to Jennie. "It means that I'm doing something meaningful." [31.09] The future for Jennie.   RESOURCES AND LINKS MENTIONED:   You can connect with Jennie over on LinkedIn. If you enjoyed this episode and want to hear from more women in marketing and communications, check out 425: Women In Supply Chain™, Josephine Coombe, 245: Women In Supply Chain™, Marina Mayer or 287: Women In Supply Chain™, Jolene Peixoto. Check out our other podcasts HERE.

Recorded live at SocialWest 2025, this episode of the Marketing News Canada podcast, hosted by special guest host Laila Hobbs, Co-Founder of Social Launch Labs, features a conversation with Umair Tazeem, Founder of Embold, a Canadian-based influencer marketing platform. Umair shares what it really takes to run influencer marketing that performs, from building an in-house strategy and choosing quality creators to setting KPIs you can actually measure. He also breaks down the shift beyond one-off posts into a smarter mix of UGC, ambassador programs, and amplification that supports your promo calendar year-round.Plus, hear Umair's take on how AI is changing the game, what it can automate today, where humans still need to stay in the loop, and what to make of AI influencers. If you want influencer marketing that feels authentic and drives real results, this one's for you.

Text me Your email for my Booking Link“You can have multiple income streams and run a thriving Yoga Studio — as long as you have a plan and a team aligned with your values.” – Aly, Summit Sol Yoga & WellnessI sit down with Aly from Summit Sol Yoga & Wellness in Dillon, Colorado — a studio owner who brings a rare blend of executive leadership, yoga philosophy, and grounded business strategy into everything she does.Aly didn't walk away from her career in healthcare technology.She expanded her life.She found yoga during a period of anxiety, traveled to India to study it, and eventually stepped into studio ownership with intention, clarity, and a real business plan. Within three months of buying her studio, she rebranded it, aligned her team around new values, elevated the customer experience, and built a studio that became profitable in year one.Inside this conversation, we get into:• What it's really like to take over an existing Yoga Studio• Rebranding fast — without losing the community• Leading a team you didn't hire and setting new expectations• Building systems, KPIs, and processes that keep the business stable• How technology supports growth• Creating seasonal programming that feels aligned and sustainable• How to balance multiple income streams without burning outAly brings a powerful reminder that yoga and leadership can coexist beautifully — and that a Yoga Studio becomes profitable when there's a vision, a structure, and a willingness to step fully into ownership.Her story is honest, refreshing, and full of insight for any Yoga Studio owner who wants to grow with confidence instead of chaos.summitsolwellness.com

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Most companies track KPIs. Very few actually change behavior because of them.In this episode, Steve explains when KPIs stop helping, and why staring at dashboards doesn't fix margin, profit, or cash flow. If your numbers keep sliding but nothing changes, this episode will show you what's missing and how to make KPIs actually matter._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Fermanagh man Rodney Elliott, who is farming in the US state of South Dakota, joins James Dunne on this week's Dairy Edge.  In the first of a two part interview, Rodney outlines how he went from farming 140 dairy cows in Maguiresbridge, Co Fermanagh to operating two large scale dairy units in the US.  He describes how the business has grown over time, some of the challenges met along the way and how he overcame them.  Rodney discusses what farming KPIs matter in the running of the business and how he manages costs and market volatility.  Image: https://www.midwestdairy.com  For more episodes from the Dairy Edge podcast go to the show page at:https://www.teagasc.ie/animals/dairy/the-dairy-edge-podcast/ The Dairy Edge is a co-production with LastCastMedia.com

On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon's Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.00:00 Episode intro00:27 MVNOs vs. their host carriers04:42 Segmentation as a powerful market force07:42 Wholesale vs. retail12:31 A lack of choices in the U.S.14:30 Is price the key concern?16:54 Why consumers actually change carriers18:42 Networks depend on MNO pricing20:44 Verizon, Visible, and subscriber growth24:23 MVNO strategy must differ26:20 Upselling lower-income customers27:40 Cable's free line strategy as a model28:51 Is Total relevant or not?31:10 Price vs. value31:57 The current landscape is unsustainable33:36 Which metrics matter?35:52 MVNO branding is falling short39:45 Business models should be customer-centric41:23 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, Ronan Dunne, Christmas, MobileX, O2, Verizon, Boost, MVNO, MNO, carriers, Visible, cable, Comcast, Charter, Europe, Straight Talk, FWA, Mint, pricing, T-Mobile, giffgaff, data, network, Consumer Cellular, TracFone, ARPU, churn, Total, net adds, KPIs, value

Sponsors:◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account◦ Marvin Windows and Doors◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Jen Davidson:◦ https://www.interiorsbyjendavidson.com ◦ https://www.instagram.com/interiorsbyjendavidson ◦ https://www.youtube.com/@InteriorsbyJenDavidson-Videos/featured Connect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

In this Strategy Saturday episode, Charles Carillo breaks down the 5-step value add multifamily process used to increase apartment NOI and transform underperforming apartment complexes into higher-value assets. Value add apartment investing is not just about renovating units and raising rents. True value is created by improving operations, fixing deferred maintenance, stabilizing tenant relationships, and executing renovations in the right sequence. In this video, Charles explains how professional multifamily investors execute a value add apartment business plan after a property goes under contract. You'll learn how to: • Identify property issues before closing • Prioritize deferred maintenance and curb appeal before rent increases • Build tenant goodwill during renovations • Renovate units strategically to maximize rent growth • Optimize multifamily operations using KPIs like occupancy, income, and turnover This episode is designed for multifamily real estate investors, apartment syndicators, and operators who want to understand how to increase apartment NOI without raising rents too early.   Links Referenced in Episode: - SS219: Transforming Properties: The Untold Value of Minor Renovations - https://youtu.be/fN7h6xCTlJc - SS235: SS235: Renovations That Don't Add Value - https://youtu.be/wgofSQT5ITM   Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

In this episode of the Jim's Podcast, we hear from a Jim's Cleaning franchisee who's grown his business to 22 staff, expanded into additional services, and built a strong reputation for quality and customer service.He shares his journey from a corporate banking career to hands-on business ownership, the challenges of the early days, and the systems he uses to maintain standards as the business grows — from audits and staff training to hiring strategies that work.A practical, honest conversation about leadership, growth, and what it really takes to build a sustainable Jim's business.

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

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

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

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

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

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

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

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

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

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

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

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