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Craig Goldenfarb fired himself as a trial lawyer—and built a multi–eight-figure firm that runs without him. Craig built Goldlaw Personal Injury Lawyers into a data-fueled, culture-obsessed, eight-figure machine. With a three-tier leadership structure, two CMOs, and a Disney-trained Chief Culture Officer, Craig treats law like a business—and it shows. In this episode of PIM, Craig reveals how a mindset shift from litigator to CEO unlocked massive growth. We dive into EOS, hiring unicorn leaders, and the exact KPIs he tracks daily. Want to go from lawyering to leading? Start here. You'll learn: The power of a culture officer (and how Disney inspired his firm's vibe) How data revealed slip-and-falls were more profitable than car crashes The “Desert Island KPIs” every PI CEO should know How Craig hires, motivates, and builds systems that scale If you like what you hear - we do this every week. Learn how to build the personal injury law firm of your dreams - its easy. Just hit subscribe. PIMCON 2025 VIP Tickets On Sale Now. Get yours today! Get Social! Personal Injury Mastermind (PIM) is on Instagram | YouTube | TikTok
Are you chasing your first passive income dollar or scaling your portfolio? If you're looking for fresh strategies and powerful reminders about building lasting wealth, this episode proves that it's more than just numbers–it's about the people, knowledge, and actions behind the scenes.Today, Russ and Joey share their latest insights, connections, and investments fueling their passive income journey. They discuss how building and nurturing relationships opens doors to exclusive investment opportunities and why tracking key performance indicators beyond just returns is vital. In addition, they dive into innovative ideas like fractionalized home ownership as a creative way to unlock liquidity in second homes, and the concept of premium funding for high-net-worth investors.Tune in for inspiration on how consistent action, learning, and relationship-building multiply your passive income streams.Top three things you will learn: -How networking unlocks exclusive investment deals-Why ongoing learning sharpens your investor mindset-Updates on land sales, vehicle rentals, and digital assetsApril 2025 Income At-A-Glance: -Gross Income for April: $56,934.29-Total Expenses for April: $16,462.04-Total Net Profit for April: $40,472.26-Difference b/t March & April: ($11,841.04)-% of net profit to overall gross revenue: 71%Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.For Accredited Investors Who Want to Invest With Us:-Email: info@wealthwithoutwallstreet.com (Reply: Accredited)Turn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosThe Simplest Passive Income Business You've Never Heard Of:-https://go.wealthwithoutwallstreet.com/thesimplestbizBook Your Free Passive Income Game Plan Session:-https://wealthwithoutwallstreet.com/freecallWant to raise millionaire kids? Watch how Sharran Srivatsaa — former Goldman Sachs banker turned entrepreneur and investor — is building a generational wealth system with his kids, step-by-step. -https://go.wealthwithoutwallstreet.com/millionaire-kidsLearn How to Invest in Real Estate with The Land Geek:-https://thelandgeek.com/Join the Inner Circle Live Waitlist:-https://www.wealthwithoutwallstreet.com/liveIBC Webinar:-https://wealthwithoutwallstreet.com/ibcWealth Without Wall Street New...
Kiera reflects on some of her most memorable episodes and experiences across 1,000 episodes (!!!) of the Dental A-Team podcast! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today feels like a ridiculously special, amazing, incredible day. We are at 1,000 Dental A Team podcasts. Like, can you honestly believe this? I can't believe it. I can't believe that we have hit record on this podcast a thousand times. And honestly, I wanna say thank you to you as listeners, to all of you who have made this podcast a reality. If you're new to the show, welcome. I'm Kiera Dent. I love dentistry. I love making people happy. I love. truly enjoying life. And this podcast came to me while Jason, my husband and I were hiking Yosemite. And I said, Hey, I've noticed that there's this area where they're unserved, where doctors and teams are not communicating on the same way. And like, there's really got to be a better way to help practices scale, to grow, to evolve. And being a team member myself and a business owner, I thought let's combine both of those perspectives. So truly it's an honor. ⁓ I honestly cannot believe that we are here. So if you've been here since episode one, please send me an email. Hello@TheDentalATeam.com. I will send you a personalized thank you to you. I am just so honored. If you've been here for at least like 900 of them, let me know. But truly it's such an honor to be able to have this podcast where we're able to give back, to serve, to share, to laugh, to grow. This podcast has been such a healing space for me. And so today I thought it'd be really fun. for us to actually go through some of our most powerful success networks that's helped hundreds of doctors. It helps you. And I've called it the yes model. ⁓ that's focusing, wow, that's focusing in on you being able to say you, earnings and systems and team development. So focusing on you as a person, helping make sure that you're profitable as a practice, and then having systems and team development in place ⁓ to make sure that you can really, truly say yes to everything in life that you want. Because I truly, truly, truly believe. that running a practice, having a successful team, having a team of people that are accountable does not have to be hard. And so really that's been the whole purpose of this is to make it tactical, practical. And I thought like, Hey, this is going to be something really fun. We're actually going to pull from our framework. But what I'm going to do is I'm actually going to pull from past episodes, some of our hottest episodes, some of those fun episodes to kind of help you see how we can focus on you as a person, how we can focus on your earnings and profitability of the practice and helping with your systems and team development. Now, something that is fun is that there actually were several episodes that were our top downloaded episodes over the years. And so this is just something fun if you enjoyed it, amazing, but truly we looked back and these ones stood out. And so our episodes were episode 469, 10 Practices in 2 Years with Lewis Chen. So such a fun one to inspire, to ignite, to help all of us like really just get, I remember that practice and I was like, my gosh, I thought I like. rampaged up and in like two years we had three, but to do 10 practices in two years. Our other top downloaded episode is episode 501, What Office Managers Need to Know and really helping those office managers highlight, elevate. Being an office manager in dentistry, I feel is such a tricky zone because there's really no rule book for it. And that's what we tried to create at Dental A Team is what is an office manager supposed to do and giving support to office managers and doctors so you can truly have these incredible leaders in your practice. And then our next most downloaded episode was episode 607, A Day to Remember. And that was actually released on Thanksgiving. So shout out to you guys for having these as the most popular downloaded episodes. But like I said, I want to give you guys that framework for being able to say yes to everything with some podcast tools. Don't worry. You want to go back and listen to them if you don't want to. But trying to chunk that so you can really look at your life and your practice. Kiera Dent (03:41) So breaking into the you section, this is about you as a person. This is about you being that visionary, that owner, that fulfilled human, because honestly, if you're not fulfilled and you're not happy with what you're doing, honestly, your practice can't be there. And when we build the yes model, we purposely put it in a specific order of you first, and we focus on you as a person. Then we focus on earnings and profitability. And then we focus on systems and team, because what I found is if we put them in this order, You as a person first, kind like take the oxygen mask off of you, put it on you. Like you've to take care of yourself first before you can help other people. If we put that oxygen mask on yourself, then what we do from there is we can give and serve to other people. Then we focus on profit. Cause honestly, so much of stress comes from cashflow. Like honestly, the bulk of offices who sign up with us and not all, but a lot of them are struggling with cashflow. They're struggling with profitability. They're struggling to learn to read their numbers. And then we do systems and team development. And a lot of times we think like, let's put the systems in place, cause that's gonna fix everything else. But what that does is it doesn't make sure that you are fulfilled and we know where you're headed as a person. So focusing on you as a doctor, scaling honestly starts with you, but that doesn't mean we're doing more. It means that you are the leader that your practice needs. You know where you're headed. You know what the direction of the practice is. And that's where this can all come together. So some of the episodes that we pulled out for you guys from all these thousands of episodes, like literally we have a thousand. ⁓ would be number 17. Like let's go way back in the archives. If you have not gone, you guys can always head on over to TheDentalATeam.com, click on podcasts. You can search any topic and you can go find all thousand episodes. But going back clear to episode 17, I love this one, is Goals are lost without Accountability. So when we're having those, like if you don't have accountability in your practice, if you don't have things to help keep your team accountable, Honestly, doctors, you can have all the goals that you want, but you've got to have the accountability with it. And so I really love to help doctors and teams come together within Dental A Team and our consulting ⁓ to make sure that your goals are hit because we have accountability and that means your personal goals. So where you want to be and your professional goals. And we have a client that really like was struggling with some of their goals, but they knew where they wanted to go. They wanted to get a beach house. They wanted to be able to take care of their children in college. ⁓ And what was really lovely about that is because we knew where they were going to go, we were able to help hold them accountable to it. And then we were able to the E portion that we'll get to, we were able to help create the profitability within the practice using production and metrics to be able to help them get there. But really looking at goals are lost if you don't have accountability. Like truly, if no one's holding people accountable, you doctor have to do it all. But even a lot of times things just get lost. And so making sure that we really are working through these different pieces to make sure that your goals are not just a wish and a hope, but they're actually being measured and we're tracking them. We're making sure you're living the dream life that you want to be living. that would be an episode. Another episode in here would be 551 Leaders, You Need to Decide and helping you as a leader know that your team can't read your mind. You've got to make decisions. More is lost through indecision than a wrong decision. I have a quote over here by Theodore Roosevelt that any moment of decision, the best thing you can do is the right thing. The next best thing is the wrong thing. And the worst thing you can do is nothing. And so making sure that on there, you guys are making a decision. Doctors like you have to decide. You have to be clear. You have to know where you're going. And I think deciding the life you want to live. ⁓ I have a quote that we say often, your practice should serve you, not you serving your practice. making sure it's really giving you that dream life. Otherwise, go be an associate, like honestly, but there shouldn't be the stress and the heartache. And I know that there's stress with running a business. That's not something that we can ever take away, but really making sure we're fulfilling your bucket, your cup, making sure you're taken care of is a big portion. ⁓ Episode 940 was another popular one, What Leaders Should Not Do. I thought this is a really good one to help doctors like realizing your role has to change. You have to become this incredible person. We have to know where you're going. We have to know this vision. But honestly, like leaders, you should not be doing everything. You should not be fixing everything. Otherwise you're enabling. And I remember another great ⁓ thought is when we empower our teams without accountability, we actually create ⁓ entitlement. And so what are we doing and are we fixing everything and helping? Like we think we're helping, but we're not actually having our team rise to the table. so really looking at like, these are the things not to do. These are things that won't help you become the leader and the person that your practice needs and really relies on you to be. So another great episode of what things should you not be doing. think that that sometimes helps again, because as the visionary, as the leader of the practice, as you, as a person, ⁓ making sure that you're not running yourself ragged, trying to make everybody else and pleasing everybody else. But that way you're truly working as a team. You need to show up as a CEO. You need to show up as the dentist. But you also need to have good working hours and good life ⁓ balance and life happiness and making sure that you're fulfilled and that your cup is being full. Otherwise, you're going to burn out and really making sure we take care of you as a person. Last episode to highlight in the you section is 948, The CEO Visionary and The OM Implementer and pulling from EOS and traction where We literally have like CEOs, you're the visionary and how to have your office manager really be a yin to your yang to help support, to help make the visions come to life, to help bring all these pieces to the table ⁓ really, really truly can help. How do these two roles operate and who should be doing what and getting and gaining that clarity because again, when we focus on you and we know where you want to go and we know the pieces. Then you're able to settle into your role as CEO of the practice too. And you're able to settle into all these different pieces, but really looking at you as a person, like not doing more, you as a leader, you as the CEO, you as a spouse or a partner or a parent or a sibling or a child, whatever it is, but you showing up as the best version of you. so yes, these are. four episodes a lot on leadership for you. But really in that section within the Yes Model, I want you to really look at your life and I want you to see, are you truly living your best life? Are you truly fulfilled? Are you delegating to your team? Are you leading your team? Are you ⁓ working hard? ⁓ Or are you doing things smarter and actually working? happier and more enjoyable. When I ask you about your personal relationships and I ask you about your personal life, do you have an identity outside of work or is it just work? ⁓ Do you find joy in the little things or have you lost that joy and sparkle because you're so consumed with the business? Those would be some things and if we're not taking care of you, it might be time to give a little TLC. I remember there was a great ⁓ podcast guest. And he said a comment, he said, we should take care of our billion dollar asset, AKA our body. And I've thought about that a lot of do we take care of us, our body, our mind, our psyche, our happiness, to make sure that we can show up as those leaders that our practice and our patients and our community needs. ⁓ And so this section, I really hope that you highlight, yes, being that leader who needs to evolve and rise, ⁓ but really making sure that you're the human that you wanna be. we've got the North Star dotting to where you ultimately want to go and really just spending and highlighting that. Okay, so the question to that is what do you need to stop doing in your life right now? Practice or professional or personal or both. So that way your team can start owning more and also so you can start having more fun in life. What do you need to stop doing? Like literally I'm sitting there with you pretend I got my pen and paper and you're like, okay, Kiera. This is what I need to do to feel more fulfilled, more happy, more like me. What do you need to stop doing? Notice I didn't say start because you want to go like, no, I need to start journaling. No, what do you need to stop? Cause I'm trying to help you see that a lot of times less is more and you actually can create more by doing less. All right, next up is earnings. Making sure that you have profit with purpose. Collections don't equal profits. And so... What I've noticed is like in larger practices, oftentimes they do protect their margins and they measure what matters. And so really making sure that when we're looking at the numbers, so we're looking at our earnings, this is moving into the second portion of the yes model. ⁓ Are you paying attention? Are you using your numbers to guide every single decision in your practice? And what I've seen is when practices come to us in chaos and move into clarity and more into control and more into ease, they know their numbers forward and backward. Like they truly know, they use their numbers to make decisions on who to hire. They know their top line numbers. And what I love about this, like with our clients, we work hard on getting them an overhead scorecard. ⁓ So they know what their overhead is. We look at their monthly costs slash their BAM, their bare ACE minimum. We're looking at projections in the practice of what do we need? How do we hire? We're looking at other pieces for that I really just love are looking at their overhead as well to make sure. we've got our overhead, we've got our monthly costs. We've got our profit margins to make sure we're looking at debt services to make sure that with the debt services, we're still profitable and we have cashflow in the practice and that these practices are thriving. And then we use KPI scorecards to make sure that the metrics within the practice are leading to the profit for a profitable business to make sure that doctors have a cashflow. And also in there, we include to pay doctors, like doctors you've got to be paid, otherwise it's really hard. And so again, just because we're producing, producing and collecting drive me wild. I don't care what you're producing on a gross level, I care what you're producing on a net level that we can actually collect. Gross is gonna feed the ego, net's gonna feed the family. So make sure we have those numbers dialed in. So when we're looking at this, I want you to make sure that what I'm producing is actually collectible and also that we're producing enough and collecting, but that we also have our expenses in line. So we try within our clients to have them at a 50 % overhead, 30 % doctor pay, 20 % profit. Now, obviously those things can be impacted by other things, rising costs, different pieces, but really a quick benchmark for you. And a couple different ⁓ awesome podcasts to kind of tie into this to just go back through the archives would be episode 618, How to Make Your Practice Profitable. So a lot of times we think it's production. We think that we've got to like produce more and create more, but really sometimes you don't have to produce. can't produce our problems. So looking at our P &L, looking at our costs, getting our whole team on board, having KPIs, having accountability within our team. really can drive more profit. ⁓ I remember in Traction, was like at the very end, I'm probably gonna slaughter this section of the book, but I remember them saying that a lot of times the profit margins don't get bigger, the bigger your business goes. So like the problem, like your problems just get bigger with the more you produce. So an example, like they said, like a $1 million business with a profit margin oftentimes has the same profit margin as a $10 million business, but the headaches are more. Now, of course, ⁓ 10 % profit margin on a $1 business compared to a 10 % profit margin on a $10 million business, there's obviously going to be more dollars. But it's the question of could I have more profit in a smaller practice? I don't know, that's questions for you to answer versus maybe always growing and chasing the next thing. So really looking to see how can we make it more profitable? How can we squeeze more juice out of it? And this is actually really fun because when we interview consultants to come into our company, we actually look to see can they find... how to make a practice more profitable with a basic scenario. Because at the end of the day, if we can make you more profitable doctors and you can use your business more efficiently and with less stress and like better utilization of team members, you actually are way less stressed because you have cashflow and monies aren't as big of a deal. And what I found is the bulk of stress comes from cashflow issues. So really doing that, another great episode from this would be episode 871, Increase Profitability with Your AR. So looking at cashflow leaks that kill growth. So AR is a huge zone and a lot of practices are like, we don't have any money. And I'm like, you have 160,000 sitting in AR, you've already done the work, we just need to collect the money. So making sure that we are actually helping you and your team get that money that should be paid to you. I had an office on a coaching call and they're like, well, Kara, our front office feels bad for calling patients to collect bills. And I was like, they feel bad. No, they're doing these patients a service. Like we did a great job. Now these patients should be so happy to pay for us. And the reality is we should never be chasing money. We should just be collecting at a time of service. So really helping that profitability with AR because collections you can produce all day long, but if we're not collecting your profit margin is going to really, really struggle. So a lot of times it's not even a production issue. It's just a collection issue. That's a very simple system, which will come next in the S model. But when we see the numbers and we see where the leaks are, then we know which systems we need to put into place. So this is how like you as a person know where you're going. Then we look at your profit, the numbers will tell us where we actually have true broken problems within our practice. And then we build the systems to fix those problems. And then it just chips up the line and you're able to say yes to more in your life. Another great episode was 884 Use Hygiene to Increase Profitability. So making sure that your hygiene department is about 20 to 35%. Wow, excuse me, 25 to 30 % of your revenue ⁓ in your practice, depending upon what it is, that's usually for a GP practice. Hygiene's obviously, ⁓ in a pediatric practice, it will be different. Same thing within surgery practices and also some big GP practices that are doing a lot of surgery, hygiene might not be able to keep up with it. Or if I've got a doctor that's maybe slowing down, hygiene's actually out producing the doctor. Well, that's a concern that shows me that that doctor's not diagnosing and there's something going on. But really utilizing your hygiene department, making sure our hygiene department's very thorough. This again, if it's not, and we don't have enough ⁓ perio within our practice, if our hygiene department's not ⁓ calibrated, we're not aligned, that then is a system that we'd wanna put into place to make sure we're able to help that. So really just another great episode. then 890 was, episode 890 was Hacks for Increasing Profitability. So ⁓ just some different pieces of like, what do we do? How can we increase that profitability? certain things that we look for are one, like what are we producing and collecting? So let's look there first. Two, we wanna look at our BAM, our barriers, minimum and our costs and making sure that it's realistic for there. ⁓ And then also looking to see, could we renegotiate some of our pieces? Could we look at our lease? Could we look at our rent? Could we look at ⁓ our marketing spend? Could we look at our payroll? And again, I'm not here to cut team members. Don't worry team members. I just want to make sure that each team member is being maximized and utilized based on the profitability because we know that most businesses should be able to run on a 30 % allocation to payroll. And so looking to see, we utilizing and maximizing our resources like we should? So really just looking for some of those hacks for profitability. But I love that so many people are obsessed with production and I'm obsessed with profit because profits, what's going to feed you profits, what's going to help you profit is going to be the piece. that's going to actually make you thrive rather than just survive. Production, if we're not collecting and we're not profitable, it does not matter. And I go to a lot of business conferences and I love, they're like, yeah, my business did 10 million last year. My business is 100 million. And I'm always like, I don't care. What's your profit margin? And a lot of them come back. I remember there was this guy and we were chatting and he has a $30 million business and yet his profit margin was 5%. And he's like, Carrie, you're honestly probably taking home more than I am. on a smaller business. And so again, I don't care about your production and top line number. It does play a role, but what I care more about is are you profitable and are you obsessed with being as profitable as possible? Are you reviewing your PNL every single quarter? Are you looking at small cashflow leaks? Are we making sure that we're collecting the money of what we produce? Are we making sure that our write-offs and our insurance is correct? Are we making sure our hygiene department is... ⁓ appropriate and are we using like KPIs to track this and to measure this to make sure that we're actually doing it. So that's kind of within the earning section for little highlighted episodes for you. And so then some thoughts to wrap that up would be if you're producing more but taking home less, what number are you not watching in your practice? So really look at that and see, gosh, like I'm producing this, but I'm not taking home as much. What number or numbers are you not watching that maybe you should start watching Food for Thought and put it into play, you'll be much happier when you're profitable. And then last but not least, this is one that everybody obsessed with, systems. We want systems care. Please, please give me systems. I just want my practice to run on autopilot. And like the answer is like, yes, we should put systems in. And I think about like McDonald's and Chick-fil-A and they're able to give a very incredible experience with systems. And Walt Disney said like, he's able to create predictable magic with the systems behind the scenes. And so for you and your practice, how can you create predictable experiences? predictable revenue, predictable production through the systems. So a couple of great episodes that we had with systems, systemization I think is like sexy and not sexy, like cool, that's great. But like really, if you focus on you first, then you focus on the numbers, you then know which systems to put into place. So you don't have to actually do all the systems. People are like, here, I just need a whole systems like repertoire. And I'm like, no, you don't. You need the systems that are actually gonna get you the results. I believe that we should focus on results, not on busy work. So a couple episodes that kind of just highlight some systems for you are episode 381 Systemization: Where to Start? It's a really good episode for you of like how to like you don't just build 100 SOPs just like we were talking about. You literally start with the systems that are going to impact your revenue and profitability first. And those are the ones we're going to build right away. So a good one to help you prioritize that because a lot of times it can feel very daunting. Like I'm trying to eat an elephant. So where do I start? ⁓ Episode 872 Are Your Systems Outdated? And so with that one, just because it worked in the past, You gotta also update the systems. Do we have a new software? Do we have a new process? A lot of times these systems get like written and we're so excited we made our ops manual, but they get put on a shelf and cool, we never even touched them again. So making sure that you keep your systems up to date, that they're current, that everybody's using them and if you actually are using them, they don't get outdated. So having a set cadence and process for that. Episode 881, Priority Scheduling: Ideal Week and Ideal Schedules So figuring out like, does our ideal week look like? What are our ideal schedules look like? And so with that, we can figure out how to schedule and do block scheduling to actually build, like that's a great system to put into place to help us get our profitability, to help us get our production, to then help us get the life that we want. So do you see how like the yes model at like, we start at the top with you, go to earnings, go to systems, and then we work on systems to impact the profit and production to impact you and your life. So really I'm obsessed with block scheduling. I obsessed with? I deal weeks, I'm obsessed with being a master of time rather than time mastering you and really helping offices realize what needs to happen and prioritize. think prioritization is a really tricky thing for a lot of people and having a consultant or an outside view help you out, I think is something really magical. And then last but not least, episode 959, Build a Practice That Can Run Without You. This is what people ask for all the time. And so I love on this. You'll never have true freedom. if the business only runs when you're there. And so looking at that of, like I said, Disney, Walt's not there and it's still able to run. Chick-fil-A, I don't even know who the owner is, you guys know, but like it's able to run without the owner being there. And so the owner I feel creates the vision and the magic. That's like what your secret sauce is. But the systems are so people can run and operate without you there. And for office managers, same thing with you. I hate the like, if you got hit by a bus, I'm like, I don't ever want to be hit by a bus. So instead I'm like, if you were at home with a broken leg and then had two office managers literally be out with broken legs. So, ⁓ but I think it's a great example. So watch out, don't break your legs. But I said, if you were out, could the practice run and could you know that the practice isn't running, AKA with your KPI scorecard and being able to look at your numbers, would you know what system needs to be implemented and if systems were being followed or not when you're at home? And so oftentimes that helps you figure out, again, we look at our numbers to see which systems do we need to put into place. But then beyond that, we're also going to look and say, all right, so these are the numbers that are telling us we have a broken system. But then when you're not there, does the practice still run without you? And does it still operate? And if you were to come in as a fly on a wall on a vacation, so pretend you're out on vacation, I surely have done this to my team. I'm out on vacation. I pop in a day earlier than they think I'm supposed to be back. Is the practice running the way that it should? That's how you know you have great systems and great leadership. I don't believe that just good systems will create a great practice. You also need great leadership to ensure that they're staying accountable, that they're following systems, but also making sure that less is more. ⁓ The KISS model, keep it simple, silly. I prefer silly over stupid. But really look to see where are maybe the systems that we need to do. And I love in Dental A Team, we do our 12 systems. And that's something I really love to just kind of give an outline of which ones per month. would help out. So just a quick overview of Dental A Team's systems for success. We say that January is office management, mastery and leadership. And if you guys want to go back in the archives, Tip and I actually did like, I think it was from November through December a few years ago, we went through every single one of these systems. We broke it down. We gave tactical tips for you on those. So January is office management, mastery and leadership. February is doctor optimization, making sure we're utilizing and maximizing everything within the office. March is billing with ease. April is five-star patient experience, May is smooth scaling scheduling, June is maximized case acceptance, July is dynamite dental assistance, August is elevated hygiene, September is competent marketing, October is complete operations manual, November is practice profitability, and December is A-Team hiring and onboarding. And so utilizing these systems for you to look to see, and again, there's, that's kind of like a category overview, but looking to see where maybe some systems broken within that category. that ultimately could impact our profit and production that ultimately impact us as individuals. And doctors, I know I highlighted you a lot about you as a person, but also your team members as human beings too. How can we make it easier? How can we make it more fun? How can we make it to where we have more fun at work, more enjoyable rather than more stress? I think is something super, super important. And so when you look at this, I think to wrap up our system section, what systems or system category in your practice still depends on you and is it keeping you stuck in your practice or preventing the growth? Are you the bottleneck in an area? And to maybe just ask yourself, what is that and what's holding me back? So really, truly just some fun, like, my gosh, you guys, after a thousand episodes, ⁓ I think I can confidently come on here and say that the formula for growth hasn't changed. I think we've gotten smarter. We figured out what's the priority. How do we prioritize it for you? the $5 million practices, the $2 million, the $1 million, the 500,000, the startup practice, they say yes to leadership clarity, profit strategy, and systems that scale. So that's you, right? Leadership clarity, you as a person being happy, earnings, profit strategy, and as systems for success that scale. Now again, systems that scale, so you're able to grow and you have options. This is truly what I think is so valuable, and I thought. on a thousandth episode, we've got to have something very powerful, very impactful, giving you just kind of a recap of all the time together. Talk about how magical it is to be able to be here together, to be able to share. And what I will say is, ⁓ I'm obsessed with helping offices be able to say yes to more of their life, to be able to say yes to more of what they want, and to be able to get back their time, their team, their life. And that's something that I'm just obsessed with. So if you're looking for help with that, if you... I want more yes in your life and less stress and more happiness. Truly I do believe and I've seen it work with hundreds of offices and something just so powerful to be able to share, to give to you. And I just wanna say thank you. Thank you for making the Dental A Team podcast real. Thank you for being listeners. Thank you for sharing this podcast with so many of your friends. Thank you for commenting. Thank you for tagging us while you're driving to work. Thank you for being dedicated listeners. Thank you for being clients that work with us. Thank you for truly wanting to change and impact the world of dentistry in the greatest way possible. It is truly an honor. I just feel so honored and I'm so freaking excited for the next thousand. So let's do it, let's rock. And at the end of the day, all of you, I want you truly remembering that dentistry is the greatest profession we could ever be a part of. I want you saying yes to more. If we can help you in any way, reach out Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on the Dental A Team podcast.
In this episode of The Social Dentist, Dr. Desiree Yazdan tackles a topic that hits home for many dentists: income stagnation. It's something you might have experienced yourself, and Dr. Yazdan is here to help you navigate through it. With her wealth of knowledge in marketing, branding, and building online communities, she offers you practical strategies to break through this plateau. Dr. Yazdan stresses the importance of keeping an eye on your key performance indicators (KPIs). By tracking these, you can gain valuable insights into your practice's performance and identify areas that need a little extra attention. She also talks about the power of implementing new systems and how they can streamline your operations, making everything run more smoothly. And let's not forget about your team—motivating them is crucial for your practice's success, and Dr. Yazdan shares some great tips on how to do just that. Maintaining a positive mindset is another key point she emphasizes. It's easy to get discouraged by setbacks, but Dr. Yazdan encourages you to stay optimistic and keep pushing forward. Through personal anecdotes and actionable advice, she provides you with a roadmap to identify areas for improvement and achieve growth in your practice. So, if you're ready to take your dental practice to the next level, this episode is a must-listen! Watch Dr. Yazdan's Make More Money Video - www.dryazdancoaching.com/mdm Book Your Consultation with Dr. Yazdan HERE: www.dryazdancoaching.com/consult Email Dr. Yazdan: DrDYazdan@gmail.com Join Dr. Yazdan's Coaching Waitlist - www.dryazdancoaching.com/waitlist Follow Dr. Yazdan on Instagram - https://www.instagram.com/dryazdan/
In this special live advisory edition of Millions Were Made, Jessica sits down with two founders who are both scaling rapidly but hitting very different challenges when it comes to their teams.First up: Manya Horner, Founder of an HR and training consultancy for skilled trades. After leaving her full-time job, Manya brought in $350K in her first year and is now projecting $1.5M for 2025. Her challenge? Managing a growing team of seven subcontractors and setting the right KPIs to ensure quality, output, and client success.Then we hear from Gretchen Hawley, Founder of a thriving online membership for people living with MS. With impressive profit margins and a growing audience, Gretchen is ready to stop being the bottleneck. She's looking for guidance on team structure, delegation, and what it really takes to step into her visionary CEO role—including hiring a fractional integrator.You'll hear Jessica's real-time coaching on:How to create performance metrics for subcontractor teamsWhat to measure beyond revenue to drive accountabilityThe signs it's time to hire an integrator (and what that role really looks like)How to restructure your team to finally get out of the weedsIf you're stuck in the day-to-day and craving more time to lead, this episode is packed with perspective shifts and action steps you can apply right now.Connect with Jessica:Instagram: @millionsweremade & @thejessicamarxWebsite: Millions Were MadeWork with Jessica: Tailored PremierWant to be coached live on the podcast?Email: info@millionsweremade.com to get on the waitlist for our next live Q&A episode.
In this episode, Amir speaks with Ameya Brid, Global Director of Data & Analytics at Invista, about the maturation of GenAI conversations in the enterprise. They dive into the shift from hype to implementation, real-world challenges like data quality and change management, and how composable architecture is helping organizations adapt to rapid innovation cycles.
In this compelling episode of The Above the Business podcast, host Bradley Hamner sits down with human behavior professor and executive career coach Melody Wilding to explore the art and science of managing up. Wilding, author of the newly released "Managing Up: How to Get What You Need from the People in Charge," shares research-backed strategies for taking control of your work experience and building stronger relationships with higher-ups at any level of your career.Melody Wilding is a professor of human behavior at Hunter College and award-winning executive career coach. Recently named one of Insider's "most innovative career coaches," her unique approach combines her background as a therapist and emotions researcher with evidence-based neuroscience and psychology. Her expertise in professional development has been featured in major publications including the Financial Times, CNBC, Harvard Business Review, and Bloomberg News.The conversation explores how managing up has evolved in today's work environment, including:Navigating return-to-office mandates and flexibility conversations.Working effectively across generational differences.Building relationships in an "always on" work culture.Leveraging emotional intelligence in an AI-driven future.Connect with Melody WildingBook: "Managing Up: How to Get What You Need from the People in Charge" (Crown Currency, March 2025).Previous Work: "Trust Yourself".Academic Role: Professor of Human Behavior at Hunter College.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!
Since 2014, Ryan Holiday's The Daily Stoic newsletter has landed in inboxes every single morning, offering ancient wisdom in bite-size, highly clickable form.It's also a masterclass in content marketing. In this episode, we're unpacking what B2B marketers can learn from The Daily Stoic with the help of Amanda Dyson, VP, Head of Marketing at FourKites.Together, we explore how to break the marketing mold, why the most impactful content is also the most practical, and how anchoring your message in core values makes it stick. Stoicism isn't just a philosophy; if done right, it's a blueprint for modern marketing.About our guest, Amanda DysonWith 20 years B2B software and SaaS marketing expertise, Amanda specializes in go-to-market strategy; consultative marketing; change and people management; lead generation; account based marketing; partner co-marketing; integrated digital marketing; email marketing; live and virtual events; corporate branding and storytelling; account segmentation and targeting; project and budget management, and strategic advisement.Amanda has run regional and global teams. She has a passion for people and results and a proven track record of success delivering on KPIs and OKRs. She has held successively responsible, cross-functional leadership positions in sales and marketing, including alliances, partnership marketing, ABM, demand generation, field marketing, solutions marketing, events, communications, and corporate marketing for global Supply Chain Management (SCM) and Enterprise Resource Planning (ERP) software companies.A California girl at heart, Amanda happily resides in Charlotte, North Carolina with her family of five. When she's not growing people or pipeline at leading tech companies, she enjoys spending time with her family in the mountains or at the beach, running daily, and practicing mindfulness. Amanda has an MBA from the W.P. Carey School of Business at Arizona State University with a focus in Marketing, Finance and Supply Chain, and a Bachelor of Arts degree in Business Economics with a Minor in Professional Writing from the University of California, Santa Barbara.What B2B Companies Can Learn From Ryan Holiday's The Daily Stoic Newsletter:Break the marketing mold. Stoicism may be ancient, but Ryan Holiday has made it feel new and modern. Amanda sees that reinvention as a creative north star. She says, “Let's do something wild. Some of my favorite marketing campaigns have just been weird stuff. It breaks the mold and it gets something done.” Ryan Holiday didn't market stoicism by copying academic textbooks, he made it approachable and surprising. B2B marketers should do the same. Surprise earns attention. A little weirdness, done with purpose, goes a long way.Make it usable, not just insightful. Ryan Holiday's greatest trick isn't sounding smart, it's making stoicism actionable. Amanda says, “He does things in such a bite-size, practical way that you can hold onto it.” That's exactly how B2B content should work. Don't just publish thought leadership that nods at trends. Give your audience tools they can actually apply. Teach them something they'll remember at 4 PM on a chaotic Tuesday. If it doesn't help them do their job better, it's just noise.Anchor your content in core values. The Daily Stoic isn't random. It's rooted in four core tenets: courage, temperance, justice, and wisdom. Amanda draws the parallel for marketers: “It's all fostered and rooted in these core values or the stoic virtues, which you could look at your brand pillars in the same kind of light.” B2B content should be more than campaign-deep. When your content reflects your company's true values, it resonates longer and travels farther. Think less about filling the calendar, and more about reinforcing what you stand for. Quotes*“ I really challenge my teams to get back to storytelling. You gotta break out of the box, so let's do something wild. Some of my favorite marketing campaigns I've ever done have just been weird stuff: bobbleheads, robots on the beach. Random things that are not B2B software, but it breaks the mold and it gets something done. I think Ryan's done that with his marketing of stoicism. He's broken the mold, right? He reinvigorated this ancient philosophy, and so that's definitely a lesson I think we can learn from him too on content.”*“ So we are all about how do we take one thing and reuse it in different ways. I think if we look at Ryan and his newsletter, I kind of mentioned his repetition. I don't think he sends the exact same newsletter, you know, multiple times. But there's certainly similar messages where you can go back in your archives and dig those things up again and present it in a different way. Content is huge. It drives, internally and externally, all of our activities. But you gotta be really smart about how you do it and how you use it, 'cause you're competing with so much noise. It can definitely be challenging to again break that mold.”*“ Something that makes him a tremendous marketer is that he really believes in what he's selling us, right? He's created this brand that is a lifestyle. Stoicism is a philosophy, so there's a lot of high value attached to it and how you live your life.”Time Stamps[0:55] Meet Amanda Dyson, VP, Head of Marketing at FourKites[00:58] Why Ryan Holiday's The Daily Stoic Newsletter[03:04] The Role of VP, Head of Marketing at Four Kites[04:18] Origins of Ryan Holiday's The Daily Stoic[09:27] Understanding Tucker Max[13:12] Stoicism 101: Old Ideas for Modern Chaos[20:23] Building a Daily Ritual[22:21] Strategies for Writing Like a Pro[25:35] Inspiration as a Driver for Your Content[35:55] Creating Marketing Tactics That Actually Matter[39:00] FourKites' Content Strategy[40:31] What's Working for Amanda Now?[44:15] Measuring ROI at Four Kites[49:49] Advice for Marketing Leaders[51:27] Final Thoughts and TakeawaysLinksConnect with Amanda on LinkedInLearn more about FourKitesAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise.
What does success look like in a Chief of Staff role? Hear from EA turned Chief of Staff, Meg Steinschauer, on the unique challenges, KPIs, and opportunities of this career path. Recorded at EA Ignite Fall 2024 and produced by the American Society of Administrative Professionals - ASAP. Learn more and submit a listener question at asaporg.com/podcast.
Resilience and Marketing Mastery with Joshua Ramsey WHR 3.225: Navigating Business Growth with KPIs and Narrative Episode Summary: In this episode of the Work at Home Rockstar Podcast, Tim Melanson chats with Joshua Ramsey, a Fractional Chief Marketing Officer and founder of JRCMO. Joshua shares his inspiring journey from getting laid off 30 days before his wedding to building multiple successful businesses from home. He opens up about lessons learned from failure, the power of a personal narrative in marketing, and how setting clear KPIs can make or break your business growth. This episode is packed with RockStar Tips for anyone scaling their business the smart way. Who is Joshua Ramsey? Joshua Ramsey is a Fractional Chief Marketing Officer and the founder of JRCMO, a full-stack marketing agency. Since 2001, Joshua has executed over 80,000 marketing campaigns across the US. He helps business owners cut costs, streamline strategy, and increase ROI without the burden of hiring a full-time executive. With a passion for clarity, narrative, and measurable results, Joshua empowers entrepreneurs to market with purpose and precision. Connect with Joshua Ramsey Website: https://jrcmo.com Instagram: https://www.instagram.com/jrcmo_usa/ Facebook: https://www.facebook.com/JRcmo/ LinkedIn: https://www.linkedin.com/in/jrcmo/ TikTok: https://www.tiktok.com/@joshuaramseycmo?lang=en YouTube: https://www.youtube.com/@joshuaramseyfraccmo Host Contact Details Website: https://workathomerockstar.com Facebook: https://www.facebook.com/workathomerockstar Instagram: https://www.instagram.com/workathomerockstar LinkedIn: https://www.linkedin.com/in/timmelanson YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast Twitter: https://twitter.com/workathomestar Email: tim@workathomerockstar.com In this Episode 00:25 – Story of Success: Laid off before his wedding, now running four companies 04:00 – Lessons from Failure: Burnout and bankruptcy from growing too fast 07:15 – Rockstar Tip: Use your personal story as your USP 13:01 – Delegation through small team pods 16:39 – Setting and tracking KPIs to ensure accountability 25:26 – Test Before You Invest: Marketing smart on any budget 28:51 – Guest Solo: Joshua's narrative-driven approach to CMO consulting
Voices of Search // A Search Engine Optimization (SEO) & Content Marketing Podcast
Reframing SEO as a business revenue driver remains a major challenge. Travis Tallent, Managing Director at Brainlabs and specialist in integrated SEO strategy, details methods for aligning SEO with stakeholder KPIs, incorporating conversion rate optimization and UX into SEO roadmaps, and building implementation frameworks that focus on measurable business impact. Hear actionable approaches for breaking down team silos and forecasting SEO-driven revenue outcomes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Most teams are making decisions in chaos—reacting, guessing, hoping something sticks. But not every team operates that way.In this episode, Georgiana lays out what strategic, customer-led teams do differently—and why these teams are still so rare.She walks through the systems, habits, and mindset shifts that help teams make faster, better decisions and stop relying on guesswork. She shows how these teams embed clarity into how they plan, prioritize, and execute—without constant oversight or gut feels.This is Part 2 of a 3-part series. If you missed Part 1, it's all about why even great teams default to guessing. But here, we focus on what better looks like—what strategic, customer-led teams actually do differently.In this episode of the Forget the Funnel Podcast:The core traits of strategic, high-performing teams.Why strategy isn't about ideas—it's about constraints.What shared language, ownership, and alignment really look like.What happens when your team stops guessing—and starts operating with clarity.Key Moments:00:01:21 | How high-performing teams replace guesswork with insight—and make smarter, faster decisions.00:03:32 | Why customer journey milestones (and their KPIs) are the backbone of clear execution.00:06:22 | Strategic teams don't chase shiny objects—they log ideas and revisit them when it matters.00:08:38 | The secret to cross-functional clarity: one centralized view of the customer experience.00:15:24 | Shared language around terms like "activation" and "adoption" keeps teams aligned and accountable.00:21:00 | Why assigning ownership of key milestones transforms team accountability and momentum.00:28:44 | You don't hire a strategic team—you build one with systems, clarity, and shared constraints.Links & ResourcesFollow Georgiana on LinkedInForget The Funnel on YouTube As always, you can learn more about Forget The Funnel here: Read the Forget The Funnel Book Check out Forget the Funnel's website
What if you had KPIs (Key Performance Indicators) for your personal life? What if you could measure who you are now against some past version of you? Would it help you know for sure that you're growing and getting better?In this episode, I share my perspective on why reflection and journaling are great ways to measure your personal growth and development. I read from my past journal and challenge you to do a reflection exercise that you'll evaluate a year from now. Let's grow together!I'd love to hear your takeaways.Contact Us Ask a question or leave a comment, visit shepact.com/voicemail Follow me on Instagram at instagram.com/remiroy Email us: thedrivenintrovert@shepact.com Enjoying the podcast? Share the podcast with a friend: shepact.com/TDIPodcast Leave a review: We'd appreciate it if you could WRITE a review for us. Your support and feedback mean a lot to us. Thank you!
In this episode, Eric Malzone welcomes Julian Barnes, co-founder and CEO of BFS Network, for an insightful discussion on the state of the boutique fitness industry. Drawing from BFS's latest annual report, Julian shares data-driven strategies that gym owners can use to improve profitability, streamline operations, and build sustainable businesses. The conversation covers everything from fundamental KPIs to surprising trends that challenge conventional wisdom in the fitness space. https://podcastcollective.io/ https://egym.com/int
In week two of the five-part SCALE milestones series, Bradley dives into the "C" - why hitting $1M in revenue isn't enough if you want to become the architect of your business.The Key Insight: Growth Eats ProfitBradley breaks down a crucial misconception many business owners have: Growth does not equal profit. Growth eats profit.Just like pushing harder on the gas pedal burns more fuel, aggressive growth requires more investment in two key areas:Team capacity (hiring more people)Marketing dollarsWhile growth can lead to more profitability long-term, in the short term it creates downward pressure on your margins.The Rule of 40Bradley introduces a simple framework to balance growth and profitability. The Rule of 40 is straightforward math:Year-over-year revenue growth % + Net profit % = 40 or aboveReal-World Examples:Venture-backed startups: 100% growth + (-60%) profitability = 40 (works for them because they have financial backers)Conservative client: 52% profitability + 2% growth = 54 (now reinvesting to grow faster)Aggressive growth client: 30% growth + 10% profitability = 40Bradley's GuidelinesMinimum thresholds: Never architect your business for less than 10% growth or less than 10% profitability.The "perfect" Rule of 40 number: Actually 51, not 40Target 25% net profit (fantastic profitability range)Target 26% growth (doubles your company every 3 years)Bradley shares how 26% compounded growth works: A $2.5M company becomes $5M in 3 years, then $10M in the next 3 years - realistic but ambitious growth.The Bottom LineGetting to $1M is milestone #1 (Sustainable Revenue), but milestone #2 requires that million-dollar business to maintain Consistent Growth & Profitability. It's the balance between these two that separates true business architects from one-time winners.Next week: Bradley reveals the "A" in the SCALE milestones.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!
Your hygienists are vital for the success of your practice — and you can help them measure their impact! In this episode of Clinical Edge Fridays, Kirk Behrendt brings back Ariel Juday, one of ACT's amazing coaches, to share five KPIs that will help improve efficiency, patient care, and even increase job satisfaction. To learn which metrics your hygienists should track for the health of your patients and practice, listen to Episode 891 of The Best Practices Show!Learn More About Ariel:Send Ariel an email: ariel@actdental.com Follow Ariel on ACT's Instagram: https://www.instagram.com/actdentalSend the ACT Team your questions: info@actdental.com Send Courtney an email to learn more about ACT: courtney@actdental.com More Helpful Links for a Better Practice & a Better Life:Subscribe to The Best Practices Show: https://the-best-practices-show.captivate.fm/listenJoin The Best Practices Association: https://www.actdental.com/bpaDownload ACT's BPA app on the Apple App Store: https://apps.apple.com/us/app/best-practices-association/id6738960360Download ACT's BPA app on the Google Play Store: https://play.google.com/store/apps/details?id=com.actdental.join&hl=en_USJoin ACT's To The Top Study Club: https://www.actdental.com/tttGet The Best Practices Magazine for free: https://www.actdental.com/magazinePlease leave us a review on the podcast: https://podcasts.apple.com/us/podcast/the-best-practices-show-with-kirk-behrendt/id1223838218Episode Resources:Watch the video version of Episode 891: https://www.youtube.com/@actdental/videosSign up for ACT's BPA to watch Katrina Sanders's Hygiene Exam Essentials Part 1: https://join.actdental.com/users/sign_in?post_login_redirect=https%3A%2F%2Fjoin.actdental.com%2Fc%2Fvideo-recordings%2Fkatrina-sanders-hygiene-exam-essentials-part-1-innovations-in-periodontics#emailSign up for ACT's BPA to watch Katrina Sanders's Hygiene Exam Essentials Part 2:...
Alex Kremer shares tactical leadership strategies to help sales managers build engaged teams by using breath work for presence, empowering reps, and structuring effective 1:1s that drive results.
In this high-energy episode of the Bug Bucks Podcast, Eric and Jake sit down with Matt Rogers, COO of Lizard, to break down how artificial intelligence is flipping the script on digital marketing. From old-school Yellow Pages nostalgia to the latest in AI-driven SEO, Matt walks us through the new marketing KPIs pest control owners should be tracking—and why "impressions" and "click-through rates" are quickly losing their value.
Sometimes you need a client win — fast.Whether it's to refill your pipeline, create a cash infusion, or just shake off a dry spell, this episode walks you through how to create and implement a quick-win strategy that actually works (and doesn't feel like a scramble).We're not talking about discounting your value or saying yes to low-quality consulting client leads. This is about designing a repeatable, strategic approach that positions you for fast client conversions — and long-term growth.You'll learn the Four-part Quick Win Formula for consultants, What consultants typically get wrong about speed-to-sale, and How to remove the mental and emotional brakes that slow down your momentum.Timestamps for Key Moments:[06:24] What a "Quick Win" really is and how to reframe your definition of what's possible in your consulting sales cycle[10:44] Quick Win Thinking: How to recognize and remove mindset patterns that silently sabotage your speed[14:30] Quick Win Emotions: Why the energy you bring to your sales activity makes or breaks your results[19:54] Quick Win Plan: Who to target, what to offer, and how to get creative without diluting your brand[24:45] Quick Win Execution: How to structure and commit to your 30-day sprint using a business-owner mindsetTune in to Episode 219 for a repeatable framework to infuse your business with revenue, confidence, and traction — exactly when you need it.Related ResourcesFull Show Notes: https://shownotes.melisaliberman.com/episode-219/Read Chapter 9 in Grow Your Consulting Business: The 14-Step Roadmap to Make Your Independent Consulting Goals a Reality, https://www.amazon.com/dp/B0CSXJBGVBEpisode 210 – Managing Your Consulting Business through KPIs, https://shownotes.melisaliberman.com/episode-210/ Episode 156 - The 3 Lead Generation Modes for a Consulting Business Pipeline, https://shownotes.melisaliberman.com/episode-156/ Work with Melisa: Apply for a Coaching Exploratory call at https://consultmelisa.com Want More?Get Melisa's Book: https://www.melisaliberman.com/bookVisit with Melisa's Website: www.melisaliberman.com Follow on LinkedIn: linkedin.com/in/melisa-liberman Want help achieving your consulting business goals? Melisa can help. Click here for more on coaching tailored to you as an independent consulting business owner.
In Episode 177 of The Fleet Success Show, Marc Canton and Steve Saltzgiver unload a truth-packed conversation on the painful realities of outsourcing fleet maintenance. From horror stories about seven visits for the same repair to $3,500 upsell attempts during a routine oil change, this episode explores the downside of putting your fleet's fate in the hands of external vendors — especially without tight service-level agreements (SLAs) in place.Marc vents his real-world frustrations as a fleet leader turned vehicle caretaker for his entire family. Steve, bringing decades of fleet management and consulting experience, breaks down how fleets can build smarter, more accountable outsourcing relationships. Together, they unpack when outsourcing makes sense, how to hold vendors accountable, and why an in-house shop might still be your best line of defense against inefficiency, comebacks, and ballooning costs.
In this episode of Masters of Moments, host Jake Wurzak sits down with Greg Kennealey, CEO of Peregrine Hospitality, for an in-depth conversation on building and operating a diversified hotel platform with a focus on performance, alignment, and long-term value creation. With a career that includes time at Strategic Hotels and KSL Capital, Greg brings both institutional experience and an owner-operator mindset to the conversation. They discuss the evolving landscape of hotel investment, from pandemic-driven shifts in demand and staffing, to the renewed importance of leisure travel, stress-testing models, and driving performance across both luxury resorts and extended-stay properties. Greg also breaks down the founding of Peregrine, their vertically integrated approach, and how alignment and talent are central to outperforming in any market cycle. They also cover: How the best hotel companies earned loyalty by prioritizing staff during COVID Lessons from KSL on underwriting, capital planning, and long-term investing The rise of experiential and independent resorts—and where they see opportunity Why owner-operator models outperform in today's capital environment The critical role of KPIs like labor margin, guest satisfaction, and revenue flow Designing phantom ownership structures to retain and reward top hotel talent Building a culture of accountability and innovation from the ground up This episode is a masterclass in hospitality execution, told through the lens of someone who has scaled both iconic resorts and margin-driven select-service portfolios—and believes the best teams win every time. Links: Peregrine Hospitality - https://www.peregrinehg.com/ Greg on LinkedIn - https://www.linkedin.com/in/greg-kennealey-946b715/ Connect & Invest with Jake: Follow Jake on X: https://x.com/JWurzak 1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo Topics: (00:00:00) - Intro (00:01:32) - Resilience and Challenges in the Hotel Industry (00:03:12) - Investment Strategies and Stress Testing (00:04:59) - Balancing Leisure and Corporate Travel (00:08:21) - Operational Challenges and Innovations (00:34:13) - The Role of Location in Hotel Success (00:38:51) - Conviction in Hotel Investments (00:41:07) - The Complexity of Hotel Ownership (00:41:48) - The Owner-Operator Model (00:44:49) - Sales Strategies and Exit Timing (00:47:21) - Rapid Acquisition Challenges (00:50:12) - Building an Entrepreneurial Venture (00:54:24) - Operational Oversight and KPIs (00:58:40) - Managing Labor Costs (01:01:26) - Investing in Experiential Resorts (01:09:02) - Food and Beverage Strategies (01:15:52) - Future Goals and Favorite Hotels
Chuck E. Cheese's Melissa McLeanas joins hosts Damian Fowler and Ilyse Liffreing on The Current Podcast to discuss how Chuck E. Cheese is leveraging its iconic IP for the streaming era, what advertisers are excited about and more. Episode TranscriptPlease note, this transcript may contain minor inconsistencies compared to the episode audio.Damian Fowler (00:00):I'm Damian FowlerIlyse Liffreing (00:01):And I'm Ilyse Liffreing,Damian Fowler (00:02):And welcome to this edition of The Current Podcast.Ilyse Liffreing (00:09):This week we're thrilled to be joined by Melissa McLeanas, Vice President of Global Media Licensing and Entertainment at Chuck E. Cheese.Damian Fowler (00:18):For people who grew up in the us, Chuck E. Cheese means childhood birthday parties. It's long been a go-to destination for pizza games and the giant mouse that knows every kid's name.Ilyse Liffreing (00:29):In short, it's a pop culture icon with over 500 worldwide venues. But under Melissa's leadership, the brand is leveling up by launching the CEC Media Network in partnership with programmatic platform future. Today,Damian Fowler (00:42):It's a big move that signals a shift from just a physical play space to a full on entertainment platform, think digital storytelling in store screens, branded content and advertising that actually fits into the family experience.Ilyse Liffreing (00:57):We're going to jump in and talk about why in venue media might just be the next big driver of customer loyalty and growth.Damian Fowler (01:07):Chuck E. Cheese is such a nostalgic brand, especially in the United States, but here you are launching a full media network, which is a kind of big new chapter for you. Can you walk us through the vision and the strategy behind the CEC Media network and what is bringing it to life?Melissa McLeanas (01:26):Absolutely. First of all, thank you so much for having me. It is an incredibly exciting time at CEC Entertainment. Then Chuck Cheese, I would say it's a bold new chapter for the company and the Media network is really just a piece of that. The brand has been going through an incredible transformation over the last few years, and really at the heart of that is the vision to establish this brand as a global leader in entertainment. Now, I say that, but it's really reestablished the brand in entertainment. Chuck E. Cheese was born in entertainment. I don't know if you know, but the E in Chuck E. Cheese stands for entertainment. And really when you think back to where we started, we were a leader and really established the category of EAT entertainment. And as that space has evolved and family entertainment centers have really taken that center stage, we've continued to be a leader and an innovator in that space.(02:14):But a few years ago, I would say we probably hit a wall and it was a little bit tired. The bones were good as they would say, but it was really time for a reset and bringing a new leadership team to the forefront with a new background and experience in entertainment. We established several different strategic objectives, one of them being the division that I lead, and that's media licensing and entertainment. So really very simply put, the mission is to really drive incremental value and revenue for the company in a new way. So all US locations, we've invested over 350 million back into the business, a capital investment, and I'm happy to say that right now at this point we've completed the US all US locations, so just under 500, no small feat, and we're about to finish our own Canada locations as well. And what this looks like is cosmetically update to the interior and the exterior, a revamp of menu, all new games, and that entertainment package now features a large video wall. And then of course our character program.Damian Fowler (03:16):That's a lot right there. It's almost like you've had a complete perception shift in terms of what you're doing. It sounds like you are a channel in and of your own right and media channel. You mentioned out of home, but there's also CTV on all those points. This is a kind of multistream content strategy. And could you just talk a little bit more about how that will ultimately reach all of these consumers and how it'll deepen engagement, I guess, for families who go to all these different venues in the US and around the world?Melissa McLeanas (03:50):So yeah, that's a great point. So I guess let me step back and actually talk about what that content looks like. Within our fund centers, we have entertainment programming, let's call it a 90 minute loop, and it consists primarily of entertainment, content, family friendly entertainment content. Of all these initiatives, obviously the first and foremost most important thing for us is to make sure that we're delivering an amazing experience for our guests. And so that content must do that. It has to be relevant for our families, it has to be engaging, and it really has to convey everything that our brand stands for. So that's a mix of our own original content. So I talked about that, the library. And so we continue to create new content and then we pull from our library of content. So we really look for things that are a little young, but it has to be appealing to an older guest.(04:37):At the same time, there can be aspirational content, so maybe some of our 10 year olds and 12 year olds are there with younger siblings, and then you got your parents. So there's a lot of opportunity there. The other thing that digital screens in this update to programming does is it allows us to do regular seasonal updates. And I think that's also really important, especially as we're growing programs like our membership program, our past program, we've got some repeat visitation, we're consistently updating and keeping that fresh throughout the year. Now as part of that, there's a lot of partner opportunities. And so for our entertainment partners, like I said, you can get the latest clips from your newest release for some of the newer content creators. We've got an active captive audience sitting right there paying attention to those screens, and we've created an environment where they're tuning into those screens. And so bringing our characters, since we do all of that content ourselves and working with other content creators to create some co-branded content, there's a lot of different ways for partners to really be a part of that entertainment experience.Ilyse Liffreing (05:38):Now I know it's early days too, but perhaps you can talk about some of those partnerships that you have going on with needy buyers and national advertisers and then how important the media network is to Chuck E. Cheese's broader business evolution.Melissa McLeanas (05:54):Absolutely. I'll actually take that moment to do a quick and talk more specifically on the advertising opportunity. I think a lot of what we're doing with the content and the characters is incredibly exciting, but it's also a really exciting time in the digital out of home and out of home space. So if you look at other venue operators and retailers, they're debuting these owned media networks. And so we've really took a page out of their book and we said, Hey, we've got this updated experience, we have this traffic. How do we really bring this to partners in a big way? And so on the, I would say the tech solutions side, we've had some really strong relationships with Panasonic so that we've got media players in advertising solutions that are going to support the various types of advertisers locally, regionally, nationally. And then we most recently have a relationship with Vista Media, so we were able to integrate their supply side platform directly into that CMS.(06:44):So that gives us access to a wide array of advertisers, and they're coming straight through programmatic, so turnkey solution for those who are buying programmatic space. So we're seeing a lot of advertisers come through there. And then we've got some more strategic relationships in the entertainment space. Kids BOP is one of those. They've been a partner for many, many years. And in addition to some of the entertainment content, they've really leveraged these screens to advertise tours to localize and talk specifically to upcoming tours at a specific venue ahead of that. We've worked with the Harlem Globetrotters to do the same, and then we have a various CPG toy, again, family appropriate, parent appropriate that are really taking advantage of those screens. And then of course we're talking out of home, but I don't want to forget too that we also announced a partnership with Future Today.(07:33):And so in addition to having this opportunity around content in our venues, we also have this content online. So we've had a lot of this on YouTube and YouTube kids. We actually started putting our content there in 2012 and have been doing so in a more meaningful way in the past few years. And with this new relationship with Future Today, a leader in the CTV space, not only are we getting content on their Happy Kids channel and their network alongside the co melons and the Paw trolls, but in the future we're working towards launching our own streaming network. So Chuck E. Cheese branded Fast Channel, so ad supported, but again, leaning into the content and the IP and engaging those guests and those fans and then offering that opportunity to brand safe and family friendly advertisers.Ilyse Liffreing (08:17):I know Chuck E. Cheese has traditionally been mostly about the physical experience before all of this. I remember going there as a kid, my dad brought us there all the time growing up, and obviously that part of the business is not dying down at all. I'm curious how many screens you have at each of the 500 plus venues that will be part of this network.Melissa McLeanas (08:41):So every location has a video wall, and that's going to be the focal point of when you walk into Chuck E. Cheese and it's incredibly important. You really can see that almost anywhere in most locations. Every one of our locations is unique, they're like children. They vary in size and layout, but really that video wall is huge. And then screens and the number of screens is going to depend on that layout and how big the location is. So it can be anywhere from six to 15 to 18 in some of our larger locations. So it's done strategically to make sure that there's visibility no matter where you are. And then audio isn't tied to those screens, so audio is just piped uniformly throughout the entire locations.Ilyse Liffreing (09:21):Besides those giant screens, are there any other ways you guys are blending that physical presence within the new digital touchpoints that you're bringing?Melissa McLeanas (09:30):So like I said, the character program is, I mean the epitome of the live physical experience. And so we really try to find a balance between how we take the digital parts of our brand and our entertainment and balance that with the interactive and the physical. So when the character, when Chucky comes out, whether it be for a birthday or for a dance, there's also supporting content on the screen that really help families follow along, be able to follow and interact with their parents and their friends and all of that. So we want to make sure it's on an interactive dance floor. So there's a lot of different ways to bring that to life. We also just recently launched a STEAM program, and so that is rooted in the media that you see on those screens, but then as part of that curriculum, those kids go off into the game rooms and they're playing with the games and they're doing all the different tasks that they've learned.(10:21):We did that in partnership with stem.org and then just digitally throughout the locations, our menu boards are all digital now. We've done some tremendous and deep upgrades in terms of innovation and technology, so no more tickets, which some people get sad about because that visual of having that bucket of tickets feels so iconic. But etickets are far more efficient for families that are trying to get through the price counter and out the door. So we've got Etic, we've got Play Pass, no more tokens, the menu boards, the games. We're really leaning into digital. It makes us more efficient when we need to make changes. We think about testing menu items in certain local and regional rollouts that's all supported digitally. It's far easier to make those updates on the backside than it is to roll out new point of sale and printed materials. And so we're looking for those digital opportunities throughoutIlyse Liffreing (11:11):Life. Things are certainly changing.Damian Fowler (11:12):They really are. Let's talk a little bit about some of the takeaways from all of these innovations. Now, let's say you're a family, you've been exposed to the video wall and the games room and you go home. How is this exposure being measured across the network, if you like?Melissa McLeanas (11:28):Yes, feedback is everything. We actually have a really active fan base and we do have guests who are reaching out to give us feedback. We have an in-house insights team and we have regular surveys, and then they're asking questions across every element of Chuck E. Cheese because we want to make sure that we're understanding as we update and introduce new exactly what's working, what's not and what can be better and happy to, the screens in the entertainment continues to have a really positive score. A very high guest are seeing it, they're tuning in and they love the entertainment. And so we'll continue to watch that. And when it comes to the advertising campaigns, from a measurement perspective, we're working with companies like Place their AI and an IMP purview to measure the impressions through our door as well as impressions against our screens, both being well-recognized auditors, if you will, in that space.(12:20):We don't sell tickets, so that's important to make sure that when we do these campaigns we can accurately say this is how many folks we're actually exposed to those screens. And then as we continue to work with our partners, and then I think this is something you'll see, especially in the digital out of home space, it's constantly evolving. And so for us it's really important to work with partners on their campaigns and understand those KPIs because we are a unique platform and the guests are engaging with these screens maybe differently than they might and screens out in a different venue. And so we want to make sure that the content that we're delivering, one, again, great guest experience and it's appropriate for our families, but two, it's achieving what our partners are looking to do with these campaigns.Ilyse Liffreing (13:04):So you've spoken about how Chuck E. Cheese as a brand spans generations. How do you ensure that the content and messaging then stay relevant to today's kids while still honoring the brand's legacy from the past?Melissa McLeanas (13:18):It's an amazing gift to have a brand and a character that has touched almost five decades, and that comes with great responsibility first and foremost, at the heart of what we are still, where a kid can be a kid. So as we continue to innovate and evolve for these families, we never lose sight of that. We are a kid first space. So while our content could be developed with co-viewing in mind and there's some Easter eggs that maybe parents will understand, but it's just fun silly songs for kids, we want to make sure that kids still own their space. Chuck E. Cheese is a place for kids. Our parents obviously need to enjoy their space too. And so in addition to how that content comes to life within our fund centers, we take a lot of opportunity to find extensions outside our four walls that pay homage to the rich legacy that this brand has.(14:11):So licensing is an important part of the strategic objective of growing this brand and increasing its value and entertainment. And so we've really grown our license program over the past five years. We've got just over 35 licensees and we've been able to really segment our brand across these decades and offer a classic Chuckie for those who know the OG seventies, eighties, Chuckie with the bowler hat. And we've got our retro Chuckie who's skater and he's the nineties, two thousands, and we offer that up to teen and young adult audiences in various spaces that make sense. We've done a few other things like we've saved our animatronics and in a few different locations, we started that in Northridge, California, wildly successful, lots of feedback there. And so we were able to extend that to four additional stores. And so those animatronics are going to live in those locations.(15:02):They're still fully remodeled, they're still on the media network, they still have all the new, but for fans that want to pilgrimage to see the original band in that format, those are available and we continue to look for opportunities like that. We've announced Chuck Arcade, it's an arcade space that's really geared towards Martine and adult, and there's some really fun touch points. Again, paying ho much to the legacy. And so we want to make sure that, again, our brand is a brand and we're going to take care of those kids and those families, but there's a lot of opportunity to really extend that and talk to the other generations of fans.Ilyse Liffreing (15:36):I certainly appreciate that. I remember Skater, Chuckie, myself, ninetiesMelissa McLeanas (15:41):Chucky, everybody has their Chuckie.Ilyse Liffreing (15:42):Oh yeah. I know it's early days still, but how has the feedback been so far from the brands that you guys are starting to approach about the network? Is there excitement, interest?Melissa McLeanas (15:56):I think a takeaway that is for brands and partners and even a lot of our guests is because just as you said, everyone has their Chuck E. Cheese and this is a brand that has such incredible awareness and strong attachment to a very specific memory and time of when you had your Chuck E. Cheese experience. As we're going through this remodel and introducing the median network, it's a bit of a surprise when they actually go in and they're like, oh my goodness, this is not the Chuck E. Cheese that I used to know. And we hear it from guests and it's why we really lean into reopening events when we remodel a location and then really make a splash in the local community. And I'm hearing that a lot from partners. It's incredibly positive once they see how their brand is coming to life on these screens and we're hosting lunch and learns with agencies, you have to see it to get it because that memory is so strong in so many people and we're doing things so differently. And so it's been really positive and it's been exciting, but it definitely is. It's a space where you've really got to lean in and say, oh, wait a second. You're right. This is incredible.Damian Fowler (17:06):We seem to be in a sort of almost, you mentioned the ip, but we seem to be in a bit of a golden age as it were, of brand storytelling and more and more brands leaning into sort of that owned media channel to tell their stories. How do you see this whole media network fitting into that general trendMelissa McLeanas (17:23):From a brand storytelling perspective? It's funny. We always make this differentiation. Our characters are part of our experience. We never look at them to tell the experience. And so as we debut all of these new channels for our content and open up to a larger audience, we have the opportunity to really dive into these characters, their personalities and invest in telling their story and in a deeper way. And so we've got so much content, but there's so many new formats that we are excited about long form formats, animation, publishing, and so much of that can be supported and come to life on these channels. But when we think about a storytelling opportunity from a character perspective, there's a great path forward to really get these beloved characters out there and to continue to build their world, their ecosystem, and not just in content. How do we take them outside the four walls? How do we create more experiences? We've taken the band out on tour, how do we do that in a bigger way? And I think these channels and this content is the beginning of a much bigger journey for the characters.Damian Fowler (18:31):Yeah, I imagine. Is there a movie in the works?Melissa McLeanas (18:36):No comment. No. In all serious, that's where we're going. That's where we're thinking for these characters. And so while nothing has been announced, I think we've been fairly vocal in the fact that that is what we would like to do and how we are making decisions on content and bringing on partners.Ilyse Liffreing (18:55):It's amazing. Looking even further ahead, if the movie doesn't happen, if the movie does happenMelissa McLeanas (19:03):When the movie happens,Ilyse Liffreing (19:03):When it happens,Melissa McLeanas (19:04):Exactly when the movieIlyse Liffreing (19:06):Happens, I like it. It happens. What else do you see in terms of innovation, whether it's maybe gamified content, augmented reality, personalized experiences, is there anything else that you guys are hoping in the near future to evolve the Chuck E T's experience?Melissa McLeanas (19:26):Gaming is in our DNA. And so I mean we are the largest arcade operator in the world. We buy thousands and thousands of games. We've got 2 billion game plays a year. And so we're always looking and talking to different companies about how we can continue to innovate in that space. And so that's always on our radar. You've seen a change in even some of the games that have come through our doors, things like ar, you need to make sure that it's safe for our young kids, but we're always having those conversations and now that we've got more media driven experiences, there is opportunity to take that to the screens. And with the dance floor personalization, if you think about birthday and how important that is to our brand, personalization is something that we're always looking to do in a bigger way. So from tiering and offering different options to our parents who are booking parties, to giving something personal just to remind or say happy birthday to the kids and how we can do that with our characters and at scale is something that is starting to get more exciting as this technology evolves.Ilyse Liffreing (20:34):Amazing. Let's go into some of rapid fire questions now, some quick fun ones for you. So the first one here is actually about your background. You've held roles across licensing, entertainment and media. What would be one lesson from building these brand partnerships that served you especially well?Melissa McLeanas (20:55):Partnerships can be incredibly powerful and they can serve so many purposes. And I think right now in the industry, you're hearing the word collaboration a lot. And it's refreshing because I also think that if you look back a few decades, it was very rigid of this is the partnership, I need X, you get X, this is how we do it or we don't do it. And I think the openness and the receptiveness across all industries, entertainment, licensing, media of building something that is going to benefit both parties in a bigger way has really changed how a lot of these partnerships have come to life. And for us, and in this journey that we've been in, they've really been a huge benefit to us. And one telling our story, aligning with some of these best in class entertainment brands and putting Chuck E. Cheese in a conversation that frankly people weren't expecting. And as you said, I have been very fortunate to have worked with some amazing partners across my career and bring some of these different programs to life and building them around Chuck E. Cheese has been really fun.Damian Fowler (22:02):What other family or entertainment brand is doing something truly innovative in the media space that inspires you?Melissa McLeanas (22:10):So I'm a theme park nerd, admittedly because of my background, and this almost feels like a cop out, but it has been really exciting to watch Universal grow as a behemoth in this space and even their marketing and from a grassroots perspective of how they've been able to engage their fan base. It's just fun and it's exciting to watch someone in that space grow as they have. But all that said, what I think is even cooler in location-based entertainment is these snackable moments that are kind of emerging outside of these giant theme parks. I think in the beginning it was always like that can only happen if you're paying a high ticket price to go to a Universal or Disney. And now so many of the IP holders and the brands are bringing these really cool experiences to life outside of that, whether it be a mobile tour or a retail experience or maze that's themed for the season. And I think that's really elevating the space and it's giving a lot of us opportunity to activate in these ways that doesn't require a giant theme park build around it. And so I think that the location based entertainment and experiential space in general has been growing and being more creative over the past few years.Ilyse Liffreing (23:22):Do you have a favorite moment from launching the CEC Media network?Melissa McLeanas (23:27):I think something that I could really call out is the feedback from our operators. So when you work for a company that is really the life force is your field and your cast members and your operators on the ground. We've got some cast members and some managers that have been with us for over 30 years and they know this brand and they've been delivering this amazing experience and change is hard. So when this started testing in markets and we got not only good feedback, but outwardly positive feedback and managers were approaching me like, you know what you could do? I'm like, this is fantastic because not only are we updating the entertainment experience, we're delivering on all these new objectives, but we're bringing value to the team that's operating and they see this great opportunity to talk to their guests and to be more efficient. And so that was very satisfying and it made it all the better because they really are the ones that are doing the work on the ground and making sure that this brand is coming to the life in the best of ways.Damian Fowler (24:27):On that point, was there a personal moment that stands out that you've witnessed where the brand genuinely sort of moved you or surprised you in how it was being received?Melissa McLeanas (24:38):So yes, I mentioned this summer concert series, and I'll give you a little bit of context. So during the pandemic, we had to close a lot of locations and as we started to open them, we made the decision to keep Chucky outside the fun centers to our families. That message was that he was recording an album and we didn't realize that he was going to have to record a box set in the end, but when we did get to a place where we were getting comfortable to bring him back to our guests and it wasn't everywhere, we were trying to think of how best to do that. And again, this is still early for me and in my role at Chuck E. Cheese. And so we decided to, for the first time ever, create a fully choreographed scripted show, 30 minute show with our characters, took 'em out on the road, all free concerts, open air outside public parks so all guests could attend no matter where we were in the world in terms of what those restrictions looked like.(25:33):And it was just an amazing team building event. So it's all new music, upbeat, fun, I still have it on my playlist, but we have our birthday song as part of this concert and we do it under the guise of Does anyone have a birthday this year? Which is of course everyone. And if you're familiar with the Chuck E. Cheese birthday song, it's not just Happy Birthday, it's very specific to Chuck E. Cheese. And as it started, every single guest was up and singing along to the lyrics and dancing the food truck vendors, the parents, everybody knew this song. And from a moment that was needed, it was incredible. But from a brand perspective, that's really powerful and that's really something special. And so that really stood out in my mind of like, wow, this is something, we really got something. So that would definitely be it. And if you don't know the birthday song,Ilyse Liffreing (26:25):I do know we can practice it after do birthday song.Damian Fowler (26:28):We should play this podcast out with a birthday song soon.Ilyse Liffreing (26:30):Yes, we should.Damian Fowler (26:32):Well, first off, Melissa was so enthusiastic about this new brand, this new entertainment network that the company's launching. I almost couldn't keep up with the amount of innovation the brand is putting out.Ilyse Liffreing (26:45):So much, so much has happen isDamian Fowler (26:45):Incredible. But I feel like there were a couple of bits there where she almost gave us some news. She talked about Chuck E. Cheese streaming platform potentially on the horizon, and then we sort of joked about this, but Chuck E. Cheese movie. But in an era where IP is everything and we're thinking of Barbie, why not?Ilyse Liffreing (27:05):Yeah, no, there's so much value in it for other advertisers too, when they're building this media network across their 500 plus venues in the US and internationally, that's a lot of screens and advertisers want to be with kids and with their parents especially.Damian Fowler (27:24):Another thought that was interesting to me was the way she talked with the way Melissa talked about the digital out of home and Chuckie, she's venues being almost an extension of that channel that is on the up and up really, and especially when it comes to programmatic media. So that was also something that I found intriguing.Ilyse Liffreing (27:44):It's also nice to know that they're doing a good job of blending their physical footprint with the digital and keeping everything we like about Chuck E. Cheese still alive in some way. Even those who remember the brand from the seventies, eighties, nineties, check that mouse is still there.Damian Fowler (28:05):Yeah, well, I can't say I grew up with it, but I know you did. So it's reassuring that that nostalgia is still alive.Ilyse Liffreing (28:11):And maybe for my birthday next year, are you going to invite me? Yes, Damian, you're invited. Thanks. And that'sDamian Fowler (28:18):It for this edition of the current podcast.Ilyse Liffreing (28:21):This series is produced by Molton Hart. The current podcasts theme is by Love and caliber. The current team includes Kat Vesce and Sydney Cairns.Damian Fowler (28:29):And remember,Melissa McLeanas (28:30):Our characters are part of our experience. We never look at them to tell the experience. I'm Damian and I'm my, we'llIlyse Liffreing (28:38):See you.
In this episode of the Operators Podcast, the hosts discuss various themes surrounding market insights, personal trading experiences, and the current economic climate affecting e-commerce brands. They delve into data-driven marketing strategies, particularly focusing on the innovative view-through attribution methods being implemented by Northbeam. The conversation emphasizes the importance of key performance indicators (KPIs) in business decision-making and the need for dynamic budgeting and forecasting in an ever-changing market landscape. 00:00 Introduction 06:17 Navigating the Economic Climate for E-commerce Brands08:04 Data-Driven Marketing Strategies with Northbeam18:50 Understanding View-Through Attribution in Advertising30:08 The Importance of Key Performance Indicators (KPIs) in Business39:35 Dynamic Budgeting and Forecasting in Business46:44 Understanding Tariffs and Their Impact51:54 Market Valuations and Economic Insights53:51 Government Spending and Economic Sustainability01:00:21 Taxation and Incentives in the Economy01:12:33 The Role of Government and Trust in Commerce01:21:42 The Future of Driving and Technology's ImpactOperators Exclusive Slack: https://join.slack.com/t/9operators/shared_invite/zt-2tdfu426r-TepSHJP~evAyDfR29U2qUwPowered By:Fulfil.io.https://bit.ly/3pAp2vuThe Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam.https://www.northbeam.io/Postscript.https://postscript.io/Richpanel.https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdescSaras.https://saras-analytics.typeform.com/to/T8jpuAEb?utm_source=9operator_lp&utm_medium=find_out_moreSubscribe to The Marketing Operators Podcast here: https://www.youtube.com/@MarketingOperatorsSubscribe to The Finance Operators here: https://www.youtube.com/@FinanceOperatorsFOPS Sign up to the 9 Operators newsletter here: https://9operators.com/
Ignite Digital Marketing Podcast | Marketing Growth Tips | Alex Membrillo
In this episode of Ignite, Confluent Health Chief Marketing Officer Meg Dietzel joins Cardinal CEO Alex Membrillo to discuss the importance of building a strong employee brand to attract and retain clinicians amidst a healthcare shortage, emphasizing the need for strategic recruitment marketing. The episode also dives into effective patient acquisition strategies, focusing on educating patients and leveraging content marketing to enhance patient retention. You'll learn how to balance local brand identity with broader organizational goals, optimize digital strategies for recruitment, and understand the critical KPIs that drive success in healthcare marketing. RELATED RESOURCES Connect with Meg - https://www.linkedin.com/in/meg-dietzel/ Marketing + Operations: Why Total Alignment is Vital to Growth - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/healthcare-marketing-operations-alignment/ Top Physical Therapy Marketing Trends for 2025 - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/top-physical-therapy-marketing-trends-for-2025/ Physical Therapy Marketing Guide: Proven Strategies for Growing Your Practice - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/digital-marketing-strategies-tips-ideas-physical-therapy/ Solving Healthcare Staffing Shortages: How Marketing Technology Can Help - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/solving-staffing-shortages-marketing-technology/
In this episode, Molly breaks down how law firms can use KPIs to drive clarity, growth, and accountability across every position—from COOs to VAs. She explores how integrating job descriptions, time templates, and gamification into KPI frameworks helps firms identify revenue opportunities, improve client retention, and build incentive-based compensation structures. This training emphasizes progress over perfection, encouraging law firms to evolve and align every team member with measurable success. Key Takeaways: Role-Specific KPIs: Tailoring KPIs to individual job descriptions and responsibilities aids in personal and professional development. Mindset Shift: Treating all team members, including virtual assistants and part-time staff, with equal consideration enhances firm-wide performance. Continuous Improvement: Regular reviews and strategic retreats are crucial for evolving KPIs, ensuring they remain relevant and aligned with firm objectives. Motivation Through Gamification: Introducing competitive and engaging ways to achieve KPIs encourages a proactive approach to meeting firm goals. Quote for the Show: "Your KPIs should never ever be a one and done. It will be forever and ever evolving." - Molly McGrath Links: Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ Law Firm Admin Bootcamp: https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/VrAnk93UOUU
Wie Finanzfluss finanzielle Bildung in Deutschland neu erfunden hat: DeepDive mit Finanzluss Gründer Thomas Kehl Mit über 250 Millionen Aufrufen auf YouTube und einer Community von 1,5 Millionen Abonnenten hat Finanzfluss die Art und Weise revolutioniert, wie Menschen über Finanzen lernen – von ETFs und Aktien bis hin zu Sparstrategien und Portfolio-Management. Thomas erklärt, wie Finanzfluss vom Nebenprojekt während des Studiums zu einem profitablen Unternehmen mit über 30 Mitarbeitenden gewachsen ist. Wir sprechen über die Herausforderungen beim Aufbau einer nachhaltigen Medienmarke, den Umgang mit neuen Plattformen wie TikTok und LinkedIn, den Einfluss von Affiliate-Modellen und die strategischen Entscheidungen, die Finanzfluss zu einem der größten Akteure im Bereich der Finanzbildung gemacht haben. Was du lernst: Wie Finanzfluss gestartet ist: Die Anfänge als YouTube-Kanal und warum Content über Finanzbildung damals kaum existierte Wie Thomas und sein Mitgründer Arno den ersten Erfolg mit Affiliate-Links erzielten und daraus ein Geschäft aufbauten Community-Driven Content: Warum Finanzfluss gezielt auf Community-Feedback setzt und wie sie daraus neue Inhalte und Produkte entwickeln Die Balance zwischen Hero-Content (z. B. „Wie wird man Millionär?“) und tiefem Community-Content (z. B. Finanzproduktvergleiche) Die Monetarisierungsstrategie: Wie Finanzfluss über Affiliate-Modelle, Vergleichsplattformen und SaaS-Produkte Umsätze generiert Warum Unabhängigkeit von einzelnen Partnern ein zentraler Bestandteil der Strategie ist Skalierung und Leadership: Wie das Team von zwei auf über 30 Mitarbeitende gewachsen ist und welche Learnings Thomas dabei gemacht hat – von Hiring, über das Vermeiden von Fehlbesetzungen bis hin zum Aufbau einer starken Unternehmenskultur Warum Eigenverantwortung und klare Werte wie Community First die Basis für den Erfolg sind Die Zukunft von Finanzfluss: Der Einstieg in Software-Produkte wie den „Co-Pilot“, ein Tool für Finanzmanagement und Portfolio-Übersicht Pläne für neue Verticals wie ein tägliches News-Format und die Herausforderungen bei der Expansion in neue Märkte ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery Mehr zu Thomas: LinkedIn: https://www.linkedin.com/in/thomas-a-kehl/ Website: https://www.finanzfluss.de/ 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/ Kapitel: (00:00:00) Der Start von Finanzfluss (00:05:30) Wann hatten Thomas und Arno zum ersten Mal das Gefühl, dass Finanzflussfunktionieren kann? (00:08:22) Die Contentstrategie von Finanzfluss (00:14:51) Arbeitsteilung & Team: Wer macht was? (00:19:12) Monetarisierung: Welcher Weg zuerst? (00:25:10) Unabhängigkeit & eigene Produkte: Auf Vertrauen optimieren (00:34:14) Balance zwischen Clickbait und Seriosität (00:38:04) Bindung und Community (00:45:23) Warum haben Arno und Thomas einen neuen Gesellschafter geholt? (00:50:22) Welche Fragen sollte man sich stellen, bevor man weitere Gesellschafter reinholt? (00:56:06) Finanzsoftware von Finanzfluss (01:05:05) How to: Informatives und ansprechendes Youtube-Video & Contentverteilung (01:13:44) Kriterien für jahrelangen guten Content & Plattformtrends (01:24:55) Thomas' Learnings: Management, Team und Hiring (01:32:25) Entscheidungsframework "Pro-Investment" (egal, ob Person oder Projekt) (01:39:42) Was macht Teamkultur aus und wie kümmert sich Finanzfluss um Teamkultur? (01:42:56) KPIs zur Contentbewertung
Mark Reich, LEI Chief Engineer of Strategy, and Karen Gaudet, LEI Senior Coach, talk with Michael Duncan, President of Viwinco, about his efforts to establish a robust daily management system in the family-owned window and door company and connect it to the company's hoshin kanri process. Michael grew up in the company and, after rising into leadership, spearheaded the company's transformation, implementing lean principles and tools while developing people. This enabled the company to more efficiently manage its challenging business model of customized products, varying demand, short lead times, and no finished-goods inventory. Success via lean recently has been enhanced by developing an improved strategic planning process and supporting it with a daily management system that develops a regular cadence and structure to elevate problems to manage performance, including achievement of KPIs and progress made with strategic projects. Learn more about how LEI can help your organization.
In this powerful episode of the Jake & Gino podcast, we're joined by Rob Finlay—serial entrepreneur, founder of 30 Capital, and author of Beyond the Building and Hey Dad. Rob dives deep into commercial real estate debt strategy, the importance of tracking OKRs and KPIs, and the long-term thinking that separates real estate professionals from amateurs.But this conversation doesn't stop at business. Rob also opens up about parenting adult children, financial literacy, and the “green gas” phone call that inspired his latest book, Hey Dad, a must-read for any parent raising self-sufficient young adults in today's world.Whether you're a multifamily investor looking to improve your financial game or a parent preparing your kids for life, this episode delivers hard-earned insights from one of the best in the business.Get the books:Hey Dad: https://heydadbook.comConnect with Rob FinlayWebsite: https://robfinlay.comInstagram & more: @robfinlay Chapters:00:00 - Introduction 04:54 - KPIs & OKRs Explained (with Chick-fil-A References) 14:47 - Smart Leverage & Exit Strategies 18:15 - How New Investors Should Think About Equity, Recycling Deals, and Exit Strategies 21:41 - Refinancing vs. 10-Year Lockups 29:24 - The 2021–2022 Bridge Debt Trap 32:49 - Hey Dad: The Gas Pump Phone Call That Started It All 39:46 - Real Parenting Talk: Teaching Independence Through Exposure 43:05 - Kids & Money: Raising Financially Literate Adults 49:34 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
I had the absolute pleasure of sitting down with my friend and fundraising rockstar Maria Griffin on the latest episode of Nonprofit Lowdown — and trust me, you need to hear this one.Maria is the Chief Advancement Officer at DREAM (yes, the same DREAM from the episode with Rich Berlin!) and she's about to launch her own consultancy to help nonprofits raise big money with big strategy.
In this episode, Bradley Hamner sits down with Steve Suggs, a veteran in the sales industry with over 42 years of experience. Steve shares his insights on building high-performing sales teams, identifying top talent, and adapting to changes in the sales landscape.Key Topics DiscussedIdentifying and recruiting sales talent that will thrive in today's market.Practical tools for sales management and team development.Strategies from Steve's best-selling book "Can They Sell."How to adapt your sales approach in an evolving business environment.The importance of continuous training and development for sales teams.About Steve SuggsSteve brings four decades of sales expertise as a successful producer, manager, author, speaker, and consultant. After graduating with a business degree from Lipscomb University, Steve spent 15 years at Northwestern Mutual as an MDRT producer and Sales Leader before co-founding Sales Manage Solutions, where he's been a partner for the past 25 years.Steve's consulting work includes conducting up to 50 calls weekly with agents, helping them hire and develop exceptional sales and service teams. His approach combines proven experience with practical application—every strategy he shares is one he implements daily.Connect with SteveSales Manage Solutions website: https://salesmanage.com/LinkedIn: Steve Suggs: https://www.linkedin.com/in/stevesuggs/Book: "Can They Sell" https://salesmanage.com/sms-tools/can-they-sell/Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!
In this episode, Mitch and Kevin dive into the behind-the-scenes journey of transforming raw marketing chaos into real-time clarity. They talk through the uphill battle of data tracking in the med spa space—where disconnected systems, HIPAA compliance, and manual reporting made performance tracking a nightmare. You'll hear how they moved from spending days compiling KPIs to building a dynamic, automated dashboard using tools like ChatGPT, Google Sheets, and Looker Studio—slashing a $20K/month problem down to just $120. If you're ready to move beyond gut feelings and start tracking real marketing ROI, this one's for you. RESOURCES: https://www.partnerwithalpha.com/goodies LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/ FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/
In this episode, Crystal Broj, Enterprise Chief Digital Transformation Officer at the Medical University of South Carolina (MUSC), shares how the organization is transforming healthcare through AI-powered voice bots, ambient listening, and digital front door innovations. She discusses the challenges and successes of implementing a new patient check-in system and deploying an automated AI agent in their patient access center. Crystal notes that one of the biggest lessons is the value of starting small—piloting technology, demonstrating ROI and KPIs, and scaling gradually. MUSC's AI voice bot – Emily – handles after-hours calls and appointment rescheduling, generating over $3 million in collections and reducing call handling time. Ambient tools like DAX have helped physicians cut “pajama time” by 37%, speed up chart closure, and improve clinical documentation. She also highlights how digital tools in the patient access center enhance scheduling and virtual care access, creating a seamless digital front door. Crystal stresses the need for agile implementation, effective change management, and aligning technology with real workflows to drive lasting impact. Take a listen.
We're diving into a topic that separates struggling practices from high-performing ones—your front desk metrics. Dana and Sandy break down the most important KPIs your admin team should be tracking daily, weekly, and monthly. Spoiler alert: if you're not measuring it, you can't manage it! Whether you're brand new to tracking stats or need a refresh to re-energize your team, this episode gives you simple, actionable ways to bring structure and accountability to your schedule, collections, and patient flow. You'll learn how to: ✅ Track leading and lagging indicators ✅ Set realistic goals that don't overwhelm your team ✅ Empower employees to “own” their numbers ✅ Reduce cancellations and no-shows ✅ Create a consistent system for growth—without expensive software
Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers
Marketing org charts may look innocent, but they're loaded with meaning. Split your team into “revenue” and “corporate” and you're sending a message, whether you mean to or not. Structure reveals philosophy. And in B2B, that philosophy had better be built for trust, speed, and results. In this episode, Drew Neisser is joined by Kelly Hopping (Demandbase), Lesley Davis (Waggoner Engineering), and Gary Sevounts (Simpplr) to discuss how they're shaping marketing teams that reflect clearer priorities, move in sync with the business, and operate at the pace growth demands. In this episode: Kelly built her team around one goal: earning sales love. It reshaped her team's structure, mindset, and KPIs. Lesley explains how cultural clarity and cross-functional trust helped her team scale fast inside a complex org. Gary shares how “Treasure Ops” became a full-funnel GTM engine, reviving stalled deals and tying ops directly to pipeline. You'll also learn: Why your org structure should follow how your buyers engage How AI is already shifting roles How shared metrics and a single definition of success align marketing and sales Tune in for a look at how marketing teams are being built to meet the moment! For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/
In this episode, Bradley kicks off a new five-part series on the milestones that mark the journey from Rainmaker to Architect of your business.The SCALE MilestonesBradley introduces the five key milestones you can check off along your journey - what he calls the SCALE milestones. Today's focus is on the first letter: S for Sustainable Revenue.Bradley shares how this framework came about when a podcast host asked him how someone knows they've become the architect of their business. That question led him to develop these tangible checkpoints.Milestone #1: Sustainable RevenueThe hard facts Bradley shares:96% of small businesses don't reach their 10th birthday.91-96% never cross $1M in annual revenue.Bradley explains that reaching $1M is more than just bragging rights - it's a crucial threshold where the game changes. He's observed businesses that took 15 years to reach their first million, then just 4 years to add their second million. According to data from Club Capital, real economies of scale kick in at this point.Coming NextNext week, Bradley will dive into the "C" in the SCALE milestones, continuing to build a roadmap for the Rainmaker to Architect journey.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!
Most founders think CFOs are just for Fortune 500 companies. But according to Dan DeGolier — founder of Ascent CFO Solutions — that mindset could be killing your growth. Dan's team serves as the outsourced finance department for startups and scaling brands across the globe… …and in today's episode, he breaks down the biggest mistakes he sees — and how you can avoid them. We cover: The #1 red flag Dan sees before businesses start to collapse What to do when your old systems stop working (because of growth!) How to build a financial model that actually helps you make decisions Why most solopreneurs ignore KPIs until it's too late Real-world stories from companies that made it… and those that didn't Whether you're a founder, operator, or investor — this one is packed with insights to help you scale smarter... Tune in to the episode now. Take Control, Hunter Thompson Resources mentioned in the episode: Dan DeGolier LinkedIn Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre
Feeling like you're the only one holding everything together in your law firm? You're not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professional looking to build a truly sustainable practice. Get ready to explore why developing strong leadership isn't just for CEOs; it's the key to breaking free from feeling constantly overwhelmed. Then, Zack sits down with Lawyerist coach Leticia DeSuze, who brings a wealth of real-world experience guiding law firms just like yours. Leticia gets straight to the heart of the matter: how the very success you've achieved can sometimes highlight underlying leadership gaps, turning you into the ultimate bottleneck. You'll hear practical insights on how to shift gears from simply practicing law to intentionally building a team that can take ownership and drive results, ultimately freeing up your time and energy for what truly matters. Ready to take control and build a more efficient and less personally draining law firm? Tune in to discover actionable strategies for effective delegation, setting crystal-clear expectations for your team, and implementing KPIs that empower everyone to take responsibility. This episode offers a roadmap for moving beyond the daily grind and cultivating a thriving team practice where you empower them to carry the load. Listen to our other episodes with Leticia DeSuze: #491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple Podcast | Spotify | Lawyerist #520: The Truth About Lawyer Self-Care: Prioritize or Suffer Apple Podcast | Spotify | Lawyerist #464: Unpacking the Power of Self-Accountability in Coaching, with Leticia DeSuze Apple Podcast | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters/Timestamps: 00:00 - Introduction: Embracing the "Positive Struggle" 04:05 - The Leadership Skills Gap: From Lawyer to Leader 07:10 - Breaking the Bottleneck: Delegation and Mindset Shifts 10:46 - Beyond Hiring: Developing Leaders at Every Level 21:40 - Client Service vs. Efficiency: Finding the Right Balance 28:58 - Redefining Leadership: Structure, Ownership, and Trust 31:07 - Recognizing Individual Motivators, Final Thoughts
In this episode of The Full Desk Experience's Industry Spotlight, guest Kelli Schutrop, CEO and founder of Thoughtful Resound, joins host Kortney Harmon to deliver game-changing insights. Kelli draws on 15+ years in talent acquisition marketing to reveal high-impact branding and growth strategies for firm differentiation and sustainable growth.Key insights you can't miss:Why a brand-facing presence is no longer enough—and how every client-facing team member must become a “mini-brand” to truly stand out.Actionable ways to leverage thought leadership and LinkedIn content to attract new business, not just chase it.Anticipated industry shifts toward commoditization and consolidation, with tips to help your firm evolve and avoid common blind spots.Concrete methods to bridge the gap between personal and firm branding, empowering your team to shine while supporting your long-term growth.Are you too focused on KPIs that don't actually drive revenue? How do you balance elevating individual recruiters' brands without risking client loss if they move on?Press play now to hear Kelli's proven branding strategies and prepare your executive search firm to thrive—not just survive—in 2025!_______________________________________________Tools mentioned in the episode:LinkedIn – Referenced multiple times for thought leadership, brand building, networking, posting content, and sourcing.LinkedIn Learning – Mentioned as a platform where Kelli Schutrop has digital marketing and personal branding courses.Zoom – Used for video calls and recording short video content for LinkedIn.Meta – Briefly mentioned in the context of exploring different channels.Threads – Mentioned as another potential channel (under Meta).Reddit – Mentioned as an emerging platform discussed within the recruiting industry.Indeed – Mentioned as a job board.ZipRecruiter – Mentioned as a job board.Crelate – The company behind the podcast and referenced as both the podcast host and for its recruiting tech.Crelate Copilot – Introduced within the episode as Crelate's AI assistant/tool for recruiters.Google – Mentioned in a general sense when discussing algorithms.Apollo – Discussed as a platform that was banned by LinkedIn for spam/automation issues._________________Follow Kelli on LinkedIn: https://www.linkedin.com/in/kellischutrop/Want to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience
In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by George Mogannam, CRO at Celigo. George shares insights from his extensive experience in scaling high-growth businesses and leading world-class sales organizations. The discussion delves into the common challenges startups face as they grow, highlighting the importance of establishing the right hiring profiles, formal onboarding and training, key performance indicators (KPIs), and an operating rhythm to drive sustainable growth. The episode offers practical advice for CROs on building high-performing revenue teams, ensuring effective communication, and integrating sales processes across various departments to maintain a competitive edge in today's market. George emphasizes the need for continuous enablement, cultural cohesion, and the pivotal role of the CRO in fostering an accountable and disciplined sales environment.ADDITIONAL RESOURCESLearn more about George Mogannam:https://www.linkedin.com/in/georgemogannam/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:05] The Importance of Process in Scaling Startups[00:02:40] Common Challenges in Sales Organizations[00:03:43] Hiring the Right Salespeople[00:04:46] The Role of Sales Enablement[00:06:53] Defining Sales Terminology[00:09:11] Adapting Hiring Profiles for Growth[00:23:44] Onboarding and Training New Hires[00:32:03] Leveraging Tools and Metrics for Success[00:37:59] Understanding the Five Quarter Report[00:40:06] Implementing Sales Disciplines Across Departments[00:44:15] The Role of the CRO in Organizational Growth[00:48:26] The Importance of Operating Rhythms[00:52:44] Challenges in Sales Processes and Technology[00:57:02] The Impact of Remote Work on Sales Teams[01:00:00] The Criticality of Efficient Hiring ProcessesHIGHLIGHT QUOTES"When you implement these disciplines, it helps pull the rest of the company along.""You must have the right people on the bus executing in the direction we need to go.""A common language and definitions become critical as part of the enablement.""Everybody loves to be in an environment where they can be led to a place they couldn't get to on their own.""Creating a hiring profile that evolves with the company is essential; what works at one stage may not work at another.""It's critical to have the tools and metrics in place to provide direction and identify gaps in the sales process."
Our guest in this episode is Jon Bassford, a curiosity-driven leader, consultant, and author who helps organizations unlock innovation by asking better questions. Jon's journey is a story of challenging the status quo, rediscovering the power of curiosity, and empowering others to do the same. In his conversation with Jürgen, Jon shares practical tools, candid stories, and a contagious enthusiasm for making curiosity a daily habit.Key points discussed include:* Curiosity is a superpower that drives innovation, growth, and operational excellence in both individuals and organizations.* Building a culture of psychological safety and open questioning empowers teams to experiment, learn, and contribute their best ideas.* Practical tools—like improv exercises and breaking daily routines—can help anyone reignite their curiosity and creative thinking.Listen to the podcast to find out more.Show Notes from this episode with Jon Bassford, Lateral SolutionsUnleashing Your Inner Innovator: How Curiosity Can Transform Your LeadershipIn a recent episode of the InnovaBuzz podcast, host Jürgen engaged in a thought-provoking conversation with Jon Bassford, the founder and CEO of Lateral Solutions, and the author of "The Curious Leader." Jon specializes in helping organizations innovate, change, and grow by adopting a curiosity-driven leadership. The discussion revealed how cultivating curiosity can unlock transformative potential in both personal and professional spheres.The Power of Curiosity: Jon's JourneyJon's journey is a testament to the power of innate curiosity. He realized that his life has always been driven by a desire to challenge the status quo and improve existing systems. This internal drive has shaped his career, leading him to assist organizations in achieving operational excellence and driving intended results efficiently and effectively. It's not merely about making minor adjustments; it's about fundamentally questioning the rationale behind established practices.Reclaiming Your Inner Child: Rediscovering CuriosityJürgen and Jon explored how the innate curiosity of childhood often diminishes as individuals mature. Jon noted that by the age of 35, a significant portion of our habits and thoughts are programmed. However, he emphasized that it's never too late to reignite that inner child. He suggests implementing mechanisms within our lives and teams to consistently question the validity of our actions and explore potential improvements. It involves consciously challenging ingrained habits and embracing a mindset of continuous inquiry.The Art of Asking Questions: Solving Problems with CuriosityJon shared a key insight: effective problem-solving hinges not on possessing all the answers, but on posing the right questions. He referenced an exercise from his "Curious Leader" workshop, where teams tackle challenges solely through inquiry. The transformative moment occurs when a well-formulated question sparks a breakthrough. This underscores the notion that expertise isn't a prerequisite for progress; rather, it's the willingness to explore through questioning.Building a Curious Culture: Fostering Innovation in Your OrganizationThe conversation shifted to creating environments where questions are encouraged and experimentation is embraced. Jon stressed the importance of psychological safety, which begins with leaders understanding their team members on a personal level. Instead of dictating opinions, leaders should prioritize valuing the perspectives of their team. This fosters a culture of open communication and collaborative innovation.The Three Shifts: Mindset, Operations, and CultureJon outlined three essential shifts for leaders aiming to cultivate curiosity: mindset, operational excellence, and culture. The initial step involves transitioning from a fixed mindset to a growth-oriented one, encouraging individuals to envision possibilities beyond current limitations. Next, it entails regularly questioning existing processes and seeking opportunities for improvement. Ultimately, it's about fostering an environment where every member is empowered to drive innovation and positive change.Curiosity as Kryptonite: When Curiosity Goes WrongEven the most potent strengths have their limitations. Jon recounted an instance where his eagerness to instigate change met with resistance. This serves as a reminder that curiosity, like any virtue, requires judicious management. Self-awareness is paramount. Individuals must reflect on their actions and assess their contribution to the overall dynamic. Sometimes, the most insightful question is, "How am I impeding progress?"Practical Tools for Cultivating CuriosityJon offered practical tools for nurturing curiosity in everyday life. These included improv exercises, which encourage building upon ideas without dismissing them, and the 80/20 rule, where companies like Google and 3M allow employees to dedicate a portion of their time to passion projects. Even simple actions, such as brushing teeth with the non-dominant hand, can stimulate the brain and foster creativity. The key is to disrupt routines and explore new avenues of thought.ConclusionThe discussion between Jürgen and Jon illuminated the transformative potential of curiosity. By embracing childlike wonder, posing insightful questions, and nurturing a culture of inquiry, individuals and organizations can unlock innovation and drive meaningful progress. As Jon aptly demonstrated, curiosity isn't just a trait; it's a superpower waiting to be unleashed.The Buzz - Our Innovation RoundHere are Jon's answers to the questions of our innovation round. Listen to the conversation to get the full scoop.* No. 1 thing to be more innovative – Ask good questions and challenge the status quo.* Best thing for new ideas – Constantly look at what you're doing, how you're doing it, and why you're doing it a certain way.* Favourite resource – Chat GPT.* Keep project/client on track – Regular communication and KPIs.* Differentiate – Find out what your secret sauce is, what your skills are, what you bring to the table that's just different, unique, and find ways to help improve other people through that.ActionFind ways to be curious. Find ways to look beyond your current situations and your limitations and explore whether in your personal life, your professional life, in the job you have, whatever it may be. Just begin to just take small ways to question and look at things differently to see how you can expand and grow them.Reach OutYou can reach out and thank Jon at his websites. If you're in the US, you can text the word "chapter" to 33777 for a free PDF copy of the first chapter of Jon's book.Links:* Website - Jon Bassford* Website - Think Lateral* LinkedIn* Facebook* Twitter - @Jon_Bassford* Instagram - @Jon_BassfordBooks* The Curious Leader, Jon BassfordCool Things About Jon* Curiosity as a Superpower - Jon's ability to frame curiosity as a superpower is not only unique but also inspiring.* Mission to Visit All 50 U.S. States - Jon's personal goal of visiting all 50 U.S. states (having already visited 43) is a fun and adventurous aspect of his personality.* From Law School to Operations - Jon's unconventional career path—from law school to becoming an operations expert—demonstrates his willingness to challenge expectations and follow his passions.* Passion for Leadership and Helping Others Grow - Jon's enthusiasm for leadership and mentoring young leaders is a standout quality.* Upcoming TEDx Talk and Book Launch - The combination of releasing a book (The Curious Leader) and preparing for a TEDx talk makes Jon's current journey exciting and dynamic.Ready to humanize your marketing? Listen to the full episode for more stories, practical tips, and a fresh perspective on what it means to truly serve your customers.Imagine being a part of a select community where you not only have access to our amazing podcast guests, but you also get a chance to transform your marketing and podcast into a growth engine with a human-centered, relationship-focused approach.That's exactly what you'll get when you join the Flywheel Nation Community.Tap into the collective wisdom of high-impact achievers, gain exclusive access to resources, and expand your network in our vibrant community.Experience accelerated growth, breakthrough insights, and powerful connections to elevate your business.ACT NOW – secure your spot and transform your journey today! Visit innovabiz.co/flywheel and get ready to experience the power of transformation.Video This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit innovabiz.substack.com/subscribe
Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIn this episode of Metrics & Chill, Jeremiah sits down with Bec Henrich, Head of Marketing at Traction Complete, to talk about forecasting that actually works. Instead of reverse-engineering aggressive revenue targets, Bec explains how to build forecasts grounded in real funnel data—so your team can aim high without burning out.You'll learn:How to model accurate and predictable conversion rates How to avoid “wishful thinking forecasts” The importance of clean, standardized data in your CRMHow to factor in seasonality to avoid mid-quarter surprisesTips for getting Sales and RevOps aligned on forecast assumptionsMore about:Traction Complete: https://tractioncomplete.com/ Databox: https://databox.comSubscribe to the newsletter: https://databox.com/newsletter
Maija Palmer is the Editor-in-Chief of Global Corporate Venturing (GCV), a community and media platform that helps corporations drive innovation through strategic investments and partnerships with startups., Maija is one of the top leading voices in corporate venturing and we talk about the evolution of Corporate Venture Capital (CVC), how corporations best utilize Venture Clienting and the relationship between strategic and financial KPIs.
In this episode of the MTB Performance Project, host Mickey Bruckner sits down with performance physical therapist Mike Reinhardt to explore the intersection of rehab and athletic performance. Mike shares his journey from strength training enthusiast to PT, emphasizing the importance of bridging the gap between clinical rehab and sport-specific training. He discusses collaborative strategies for PTs and strength coaches, data-driven KPIs (like limb symmetry and force plates), and the pitfalls of overtraining or undertraining athletes. Mike also shares his passion for mentorship through his unique performance programs. Whether you're rehabbing injuries or optimizing performance, this episode is full of insights on athlete development, mindset shifts, and the future of performance therapy. Follow Mike on Instagram (@drmike_reinhardt) and subscribe to the MTB podcast for more.
Veja o vídeo completo em expresso.pt/podcasts/45-graus António Costa Silva é engenheiro, professor universitário aposentado e gestor. Nasceu em Angola, formou-se no Instituto Superior Técnico, em Lisboa, e estudou no Imperial College, em Londres. Tem uma longa carreira ligada ao setor da energia. Em 2020, foi convidado pelo Governo para preparar a Visão Estratégica para o Plano de Recuperação Económica de Portugal 2020-2030. Entre 2022 e 2024 foi Ministro da Economia e do Mar do XXIII Governo Constitucional. _______________ Índice: (0:00) Introdução (4:34) Livro Governar no Século XXI e as reformas urgentes na Administração Pública | Tutelas partilhadas | ‘Síndrome do bom aluno’ | O medo de decidir (21:07) De onde vem a aversão ao risco e a decidir na nossa AP? | Ideia de eventos internos anuais para planeamento estratégico (29:22) É possível definir no Estado objetivos (KPIs), como nas empresas? (32:34) Problema do nosso baixo capital social | Agendas Mobilizadoras (37:23) Instabilidade dos governos e ignorância dos ministros (44:10) A nossa AP tem capacidade para implementar o PRR? | Estudo do BdP | Agendas Mobilizadoras | Digitalizar a AP (50:35) Onde estão as bolsas de excelência na AP? Quais são as causas? (58:20) Excesso de foco dos governos no curto-prazo | Adm Publica em Singapura | Excesso de ímpeto legislativo dos governos (1:08:56) Como foi ser um independente no governo? (1:11:09) Como é a relação de um ministro com os directores-gerais da AP? | “A ambiguidade (na decisão) mata.” | A politização dos gabinetes ministeriais (1:20:20) De onde vem a nossa atração por líderes autoritários, mesmo à esquerda? (1:24:59) O que se passa com o Banco de Fomento?See omnystudio.com/listener for privacy information.
Dr. Pete and Dr. Stephen reveal how visionary leaders think beyond the next quarter or even the next year—they think in threes: three generations, three decades, three years. You'll discover how to align your vision with tangible action steps that lead to lasting success. Whether you're building your practice, preparing for an exit, or simply looking to sharpen your leadership, this framework will help you organize your time, energy, and focus for maximum impact.In this episode you will:Discover how a three-generational perspective shifts your thinking for greater clarity.Learn how to create a three-decade story to guide your vision for the future.Understand the importance of a clear three-year vision to align your actions with long-term goals.Explore how breaking down goals into three-month action plans leads to better focus and measurable results.Gain strategies for aligning daily actions with your long-term vision and purpose.Episode Highlights01:25 – Discover why vision casting must go beyond the head to the heart and how caught vision—not taught vision—drives true leadership.04:42 – Learn how thinking in three-year, one-year, and 90-day windows helps leaders prioritize what's important now, next, and ultimately.06:58 – Understand why clarity is the greatest accelerant for your team and how friction shows up when clarity is missing.09:13 – Explore how lack of shared vision keeps you stuck in owner-operator mode, even if your team has scorecards and KPIs.11:39 – Hear how a three-generation perspective shapes leadership decisions across business, family, and legacy planning.17:50 – Learn why holding an eternal perspective adds deeper meaning to daily choices and long-term business vision.21:19 – Understand how thinking generationally impacts succession planning, associate hiring, and long-term patient care.24:33 – Discover how casting a three-decade story shapes your exit strategy and prevents burnout by giving long-term direction.26:36 – Learn how purpose pushes, but vision pulls—and both are necessary to maintain energy and avoid fatigue.33:57 – See how a detailed three-year vision sets the foundation for organizing your next 90 days into intentional action.36:58 – Understand how to translate a vision into a 90-day action plan, broken down into clear team priorities and execution rhythms.39:06 – Learn the power of managing your schedule with a three-week view and how it creates margin and reduces decision stress.40:21 – Discover the habit of working in three-day and even three-hour blocks to drive focus and increase productivity.41:02 – Hear how checking in every few minutes enhances presence and how present-time consciousness fuels productivity.43:35 - Dr. Pete is joined by Success Partner Dr. Dan Ruitenbeek of Shockwave Centers of America to explore how shockwave therapy is transforming chiropractic care. They discuss how this non-invasive technology helps chiropractors treat chronic pain, improve outcomes for conditions like plantar fasciitis, and grow their practices with real ROI in just 90 days—all while staying aligned with core chiropractic values and delivering greater value to patients and communities. Resources MentionedRegister Now for the TRP Conversion & Retention Immersion - June 6 & 7, 2025 in Orlando, Florida or June 27 & 28, 2025 in Sydney, AUS - https://theremarkablepractice.com/upcoming-events/ To learn more about the REM CEO Program, please visit: http://www.theremarkablepractice.com/rem-ceoFor more information about Shockwave please visit: www.shockwavecenters.com Schedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqt Follow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7Hgg Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.
#ThatAmazonAdsPodcast #AmazonPPC #AmazonAds #Ecommerce #AmazonFBAAmazon has finally opened its Search Query Performance (SQP) API—and we've plugged straight into AdLabs!
One of your technicians needs a tool and doesn't know where it is. So he goes and asks another, who doesn't know either, so they go and ask a third tech, who, by the way, also doesn't know where that tool is. Now you have a group of people roaming around your auto shop, and you're losing money. All this hassle could've been avoided with one word: organization.In this episode, Reiny Salmen joins us to talk about one of the most overlooked topics in the automotive industry: organization. Reiny is the owner of Loyola Service in Glenview, Illinois, a business he transformed from a “hot mess” into an efficient, easy-to-navigate shop with spot-on inventory and systems that actually work.Tune in to episode 117 of Maximum Octane and learn how organizing your auto shop can become a cornerstone of your culture, boost your KPIs, and make your internal customers happier. You'll also hear Reiny talk about the magical before and after of investing heavily in organizing Loyola Service, the importance of holding your internal customers accountable, why an organized shop produces more (and more efficiently), and much more.In This Episode, You Will Learn:Why shop organization is crucial (3:40)An organized auto shop can transform customers' experience (6:00)Why internal customers must be held accountable (14:10)Why organized auto shops produce more and more efficiently (18:10)Reiny shares organizational strategies and tools (23:00)Are organized auto shops easier to prepare for succession? (28:20)Connect with Reiny Salmen:Loyola Service websiteGet a hold of Imperial Supplies LLCLet's connect:WebsiteLinkedInFacebookEmail: info@maximumoctane.com Hosted on Acast. See acast.com/privacy for more information.
What's really in the products we use every single month? In this episode, I sit down with Jen Eden, founder of Tampon Tribe. We talk about what's really in your period products and why it might be hurting your hormones. She shares how to choose safer, cleaner, certified-organic products and what labels to check. We also dive deep into sustainability, consumer education, and what every woman should know about what you're putting ON and IN your body. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 The painful health struggle that sparked the idea for Tampon Tribe. 07:00 The three things to look for when choosing clean, certified period products. 13:30 Ways to reduce waste and live more sustainably. 21:00 What's your favorite part of the business? 24:00 What it really takes to scale to 8 figures mission-driven brand. 29:00 Why scrappy sales will always beat perfect ideas. 34:30 How do you build a lean business with in-house fulfillment and zero waste? 39:45 Communication tips for leading across age gaps and personality types. 41:45 What did your first year sales look like? 46:00 Lessons about spending wisely, agency mistakes, and setting KPIs early. 49:00 When should a company pivot or quit? 52:45 Jen's top tip for new founders. RESOURCES Shop Tampon Tribe HERE Use code HAPPY20 at checkout for 20% off! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jen: @jen_edenFollow Tampon Tribe: @tampontribe
If you think property management is just about collecting rent and fixing toilets, you're leaving serious money on the table.In this episode, I'm sitting down with Robert Parmar to talk about how the best operators are using systems and tech to run their properties more profitably — and why poor management is the fastest way to kill your financial freedom.Robert's pulling back the curtain on the biggest mistakes property managers make (and what it's really costing you), the secret sauce that separates good from great, and the practical systems you can use to finally step out of the day-to-day — without sacrificing profits.Whether you're managing yourself or outsourcing it, if you want more cash flow, less stress, and more freedom, you can't afford to miss this one.Key TakeawaysLeveraging Technology for Better Remote ManagementWhy top property managers are heavily investing in tech tools and automation.How the right systems can reduce vacancy, boost cash flow, and create a "set-it-and-forget-it" ownership experience.Examples of technology Robert uses to deliver better tenant experiences and operational efficiencies.Biggest Mistakes Property Managers MakeThe "set it and forget it" myth: why poor communication is the fastest way to lose owners and tenants.Overlooking preventative maintenance and its long-term cost.The importance of hiring based on cultural fit—not just experience.What Makes a Great Property Manager Stand OutProactive communication and transparent reporting as a key differentiator.Why having a true investor mindset (not just a service mindset) sets the best managers apart.The power of KPIs: which numbers your property manager must track to ensure you're hitting your investment targets.Property Management Best Practices that CrushStructured onboarding processes for new properties to set expectations early.Regular financial and operational reviews (not just quarterly).Strategic tenant retention tactics that reduce turnover and boost lifetime value.Connect with Robertrparmar@smfield.comLinkedInConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.comAccess the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple Podcasts
From humble beginnings to national recognition, Coach P's journey proves that leadership is a choice—and growth is a daily decision. If you're ready to lead better, think bigger, and build a business that doesn't depend on you… this episode is your playbook.In this powerhouse episode of The Above The Business Podcast, Bradley Hamner welcomes back a fan favorite—David Peterson, better known as Coach P. As a multi-location agency owner, business coach, and co-leader of the popular Scale and Profit Summits, Coach P brings clarity and raw honesty to the challenges business owners face as they try to grow their teams, their revenue, and themselves.Bradley and Coach P dive deep into what it really takes to turn big dreams into real results—from the personal transformation required to lead at scale, to the mindset shifts necessary to sustain long-term growth. Whether you're stuck at $500k in revenue or pushing into multi-million territory, this episode will challenge and inspire you to recommit to the process and to your own development.What You'll Learn:Why dreaming big isn't enough—and how to actually start the journeyThe compounding power of consistent effort over time (a.k.a. the “penny doubling” principle)The stages of growth Coach P experienced from 1 employee to 30+Why who you become is more important than any revenue numberHow to stay focused amid success and growing opportunitiesWhy “being yourself” is the most underrated leadership strategyThe role of solitude and vision in growing above the businessHow Coach P holds his team accountable without micromanagingCoach P's 5 Key Attributes When Hiring:FunCoachableHardworkingTrustworthyNot dumb (his words—not ours!)Memorable Quotes:“I just never stopped. That's the difference. We didn't slow down—we sped up.”“You don't have to be perfect. Just don't miss two days in a row.”“You can't lead well if you don't know who you are.”“If I've got someone who's fun, coachable, hardworking, trustworthy, and not dumb—I can teach them to win.”Connect with Coach P:Follow Coach P on Instagram: @SavingWithDavid.Visit: CoachPConsulting.com to learn about the next Scale and Profit Summit.Learn more about The Rainmaker to Architect Journey:Register for Bradley's live Operator to Owner WebClass at https://blueprintos.com Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness...