Podcasts about kpis

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

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

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

Is SEO dead? Not even close.In part 3 of this Crystal Squared episode of The Simple & Smart SEO Show, Crystal Waddell sits down with Crystal Ortiz to unpack what's really happening in the world of AI-powered search.AND SPOILER: SEO is actually in a strong position right now.They dive into how to define success beyond traffic metrics, how to use AI without wasting hours going down a rabbit hole, and why business goals [not shiny tools] should drive your SEO strategy. From product page optimization to redefining KPIs in an AI-heavy world, this episode is a practical and refreshing take on what modern SEO really looks like.Key Takeaways1. SEO Is Not Dead — It's ShiftingThe myth that “SEO is dead” needs to go. Search is becoming more AI-heavy, but the need to understand user intent, answer questions, and drive revenue hasn't changed.2. Stop Defining Success by Traffic AloneTraffic is no longer the main KPI. Revenue impact, conversion shifts, and overall business growth are better indicators of SEO success.3. Start With Business Goals, Not AI ToolsBefore using AI, clarify your objective. Are you increasing product page conversions? Growing SEO-attributed revenue by 20%? Your inputs should roll up to that goal.4. Use AI With RestraintAI can save five minutes — or waste three hours. Create a clear plan, stay in your lane, and use AI tactically instead of chasing every suggested output.5. Human Ideas First, AI SecondIf you want AI-assisted content to feel human, start in your own brain. Develop the idea first — tText me your questions or comments!Hey, Shopify store owners! (Especially if you're selling on Etsy, too!)Here's a quick question: Are people actually finding your products on Google?If SEO feels confusing, overwhelming, or like something you'll "get to later", this is for you.I'm hosting a free, seven day Shopify SEO challenge that breaks it down into simple, doable steps.No tech headaches, no fluff. Join us at  Hey, Shopify store owners! (Especially if you're selling on Etsy, too!)Here's a quick question: Are people actually finding your products on Google?If SEO feels confusing, overwhelming, or like something you'll "get to later", this is for you.I'm hosting a free, seven day Shopify SEO challenge that breaks it down into simple, doable steps.No tech headaches, no fluff. Join us atSupport the showBook a Shopify Store Strategy Call With Crystal! Want to follow up on what you've heard? Search the podcast! AFFILIATE LINKS:Start your Shopify Store!Get SurferSEO! Metricool (to be everywhere online, you NEED a social media scheduler!) Grid and Pixel Note: If you make a purchase using some of my links, I make a little money. But I only ever share products, people, & offers I trust & use myself!

In This Episode Most companies attend trade shows hoping for leads. Samantha McGuiness builds systems that turn events into predictable appointment engines. In this episode, Adi Klevit interviews Samantha about how to structure face-to-face marketing so it consistently produces measurable results. Samantha explains that success at events is not about showing up. It is about hiring intentionally, training systematically, and following a repeatable qualification process. From recruitment scripts to booth engagement, everything must be deliberate. Adi and Samantha dive into common mistakes, including hiring out of desperation, asking ineffective opening questions, and staffing booths with the wrong roles. Samantha shares how a simple shift from asking "What brings you to the show?" to directly qualifying with targeted questions dramatically increases engagement and conversion. The conversation reinforces a systems-driven truth: event marketing should not be occasional or random. When built as a structured, year-round department with clear KPIs and defined ownership, it becomes one of the most profitable growth channels in a business.  

In this episode of Talking Shop with ShopOwner, Doug Kaufman talks with David Rogers (Auto Profit Masters / Shop4D / Keller Brothers Auto Repair) about the people-first strategies and practical tech that help independent shops win.In the conversation, the industry veterans cover hiring for character and developing technicians, creating a culture that reduces rework and drives retention, simplifying tech stacks to remove wasted clicks, and using contained AI safely to surface useful KPIs.David also shares how focusing a team on one or two critical metrics — not a dozen — creates real, repeatable gains. Tune in for straightforward tactics you can apply this month to improve customer experience, shop throughput and employee loyalty.

Geschätzte Lesedauer: 11 Minuten Hallo und herzlich willkommen! Hier ist Christopher Funk. Das Thema Sprachen lernen mit KI beschäftigt derzeit viele von uns im Vertrieb sehr intensiv. Denn wir leben in einer Zeit, in der Technologie fast alles möglich macht. Deshalb stellst du dir vielleicht die berechtigte Frage: Müssen wir überhaupt noch mühsam Vokabeln pauken? Schließlich gibt es Apps, die Texte in Sekunden übersetzen, und kleine Gadgets, die fast in Echtzeit dolmetschen. Doch bedeutet das automatisch, dass klassische Sprachschulen überflüssig sind? Oder ist Sprachen lernen mit KI vielleicht nur ein Teil der Lösung? Genau darüber habe ich ausführlich mit Teila Klemp gesprochen. Sie ist Head of Marketing bei Berlitz, einer Traditionsmarke, die seit vielen Jahren am Markt ist. Allerdings befindet sich das Unternehmen gerade in einem spannenden Wandel hin zu einer modernen Bildungsplattform. Ihre Antworten auf die Frage "Mensch oder Maschine?" sind überraschend und für deinen B2B-Vertrieb extrem wichtig. Warum Sprachen lernen mit KI allein im B2B nicht reicht Wenn Teila erzählt, dass sie bei Berlitz arbeitet, wird sie oft gefragt: "Braucht man das heute noch? Ich habe doch mein Smartphone." Ihre Antwort ist jedoch ganz klar: Ja, unbedingt. Denn Sprache ist weit mehr als nur die reine Übersetzung von Wörtern. Vielmehr transportiert Sprache auch Bedeutung, Beziehungen, feine Nuancen sowie Vertrauen und Respekt. Zwar kann eine KI Informationen schnell übersetzen, aber sie kann bisher keine echte menschliche Verbindung aufbauen. Gerade im Vertrieb wissen wir genau: Geschäfte werden immer noch zwischen Menschen gemacht. Wenn du also deine Kommunikation nur auf den Austausch von Daten reduzierst, verlierst du die wichtige Beziehungsebene. Dennoch solltest du die Technik nicht ignorieren, sondern sie klug für dich nutzen. Wie Sprachen lernen mit KI deine Effizienz steigert Berlitz verschließt sich der Technologie keineswegs. Im Gegenteil: Das Unternehmen nutzt Sprachen lernen mit KI als massiven Beschleuniger für deinen Lernerfolg. Die Daten sprechen hier nämlich eine deutliche Sprache. Wer sein klassisches Training mit digitalen KI-Lösungen kombiniert, lernt im Schnitt 40 Prozent schneller. Doch warum ist diese Kombination eigentlich so effektiv? Einerseits erkennt die KI in Echtzeit deinen aktuellen Wissensstand. Sie sieht sofort, wo Fehler passieren, und passt dein Training direkt an. Andererseits kannst du so ohne Hemmungen üben. Denn ein KI-Avatar verurteilt niemanden, auch wenn du eine Vokabel zum fünften Mal falsch aussprichst. Das gibt dir Sicherheit und ein hohes Tempo. Schließlich bleibt der echte Trainer für deine Motivation, die Empathie und den kulturellen Kontext zuständig. Augmented Intelligence als dein neues Vertriebs-Werkzeug Ein weiterer Begriff, den wir im Gespräch vertieft haben, ist Augmented Intelligence. Viele Menschen haben Sorge, dass KI sie komplett ersetzt. Aber die Realität in deinem Arbeitsalltag sieht anders aus: KI übernimmt vor allem die lästige Fleißarbeit. Wenn du heute beispielsweise eine komplexe Excel-Tabelle brauchst, lässt du dir die Formel einfach von einer KI schreiben. Du musst die Formel also nicht mehr auswendig können, sondern nur noch verstehen, was du erreichen willst. Das schafft dir wertvollen Freiraum. Genau hier setzt Augmented Intelligence an. Es bedeutet, dass du deine menschlichen Fähigkeiten stärkst, weil die KI dir den Rücken freihält. Im Kontext von Sprachen lernen mit KI heißt das konkret: Die Technologie liefert dir das Vokabular und die Grammatik. Du nutzt diese Basis anschließend, um komplexe Verhandlungen zu führen, Konflikte zu lösen oder dein Team souverän zu leiten. Somit ergänzen sich beide Welten perfekt. Business Englisch lernen und interkulturelle Kompetenz stärken Hier wird es für dich als Vertriebler oder Führungskraft besonders interessant. Neben der reinen Sprache ist nämlich die interkulturelle Kompetenz ein oft unterschätzter Erfolgsfaktor. Stell dir folgendes Beispiel aus der Praxis vor: Du verhandelst mit einem potenziellen Geschäftspartner in Asien. Dein Gegenüber nickt freundlich und lächelt dich an. Daraufhin interpretierst du das als Zustimmung und denkst, der Deal steht. Doch kulturell betrachtet war das Nicken vielleicht nur ein Zeichen von Höflichkeit, keinesfalls aber ein klares "Ja" zum Vertrag. Wer hier zu direkt auftritt, kann ungewollt das Geschäft ruinieren. Interkulturelle Kompetenz ist also kein weicher Faktor für die Wohlfühlatmosphäre. Vielmehr ist es ein hartes Business Asset. Es entscheidet oft über Missverständnisse, Reibungsverluste und am Ende über deinen Abschluss. Return on Learning: Warum sich deine Investitionen lohnen Früher wurde Weiterbildung oft nur als netter Vorteil für Mitarbeiter gesehen – also als reines "nice to have". Heute hingegen, wo Budgets strenger geprüft werden, zählt vor allem der Return on Learning. Unternehmen investieren gezielt in Sprachtraining für Unternehmen, weil es sich unter dem Strich rechnet. Erstens sind internationale Fachkräfte durch ein schnelleres Onboarding früher produktiv. Zweitens sorgen weniger Missverständnisse in Produktion und Logistik dafür, dass weniger Fehler passieren und Kosten gespart werden. Drittens stärkt eine kultursensible Kommunikation dein Kundenerlebnis und die langfristige Bindung. Deshalb sitzen heute oft auch Finanz- oder Operations-Manager mit am Tisch, wenn über Trainingsbudgets entschieden wird. Denn Sprache und Kultur sind ein fester Teil deiner Wertschöpfungskette. Fazit: Die Mischung macht deinen Vertrieb erfolgreich Mein Fazit aus dem Gespräch mit Teila Klemp ist eindeutig: Die Diskussion "Mensch gegen Maschine" führt in die Irre. Die Zukunft gehört vielmehr der intelligenten Verbindung aus beidem. Wenn du administrative Aufgaben an die KI abgibst, bleibt für dich das, was du am besten kannst: Empathie zeigen, echte Beziehungen aufbauen und kreativ Probleme lösen. Wer Sprachen lernen mit KI also als starkes Werkzeug begreift und gleichzeitig in seine sozialen Kompetenzen investiert, sichert sich den entscheidenden Vorteil im Wettbewerb. Nutze die Technik, aber vergiss nie den Menschen dahinter. Die wichtigsten Erkenntnisse auf einen Blick KI als Turbo: Die Kombination aus KI-Tools und menschlichem Training steigert deine Lerngeschwindigkeit um bis zu 40%. Mehr als Worte: Sprache transportiert Vertrauen und Beziehung – das kann reine Übersetzungssoftware bisher nicht leisten. Augmented Intelligence: Nutze KI für die Basisarbeit, damit du dich auf komplexe zwischenmenschliche Aufgaben fokussieren kannst. Kultur entscheidet Deals: Interkulturelle Kompetenz verhindert teure Missverständnisse in deinem internationalen Geschäft. Return on Learning: Weiterbildung ist eine Investition mit messbarem Erfolg durch weniger Fehler und höhere Produktivität. Wie handhabst du das in deinem Unternehmen? Nutzt du schon digitale Tools zur Weiterbildung oder setzt du noch auf klassische Methoden? Vernetze dich gerne mit mir auf LinkedIn und lass uns darüber diskutieren!

Deine Produkte, deine Dienstleistungen sind TOP? Die der Konkurrenz sind es auch! Was dich von deinen Mitbewerbern abhebt? Vertrauen! Und das entsteht durch Sichtbarkeit. Ohne die geht es nicht. Erst recht in 2026. In dieser Folge des Handelskraft Digital Business Talk spricht Host Sam mit Laura Bornmann. Sie ist HR-Expertin, LinkedIn Top Voice und berät Unternehmen dabei, wie sie die Sichtbarkeit ihrer Marke stärken.In dieser Folge erfährst du:Warum sichtbare Menschen die stärksten Marken aufbauen Wie Sichtbarkeit auch ohne Selbstdarstellung funktioniert Wie KI bei der Content Creation sinnvoll genutzt werden kann Warum Branding auch ohne verlässliche KPIs ein wichtiger Business Case istZum Trendbuch: https://s.dotsource.de/trends2026 Triff Laura auf der Handelskraft Konferenz 2026: https://konferenz.handelskraft.de/

In this weeks episode, Nathan shares the most common mistakes property investors make when building wealth and acquiring investment properties. Drawing from 23 years of experience and over 20,000 properties purchased for clients, Nathan breaks down critical errors including emotional decision-making, following bad advice, misunderstanding property types, timing the market, and chasing hotspots. Get everything you need to know and tune into this one. You won't reget it!   00:00 - You heard it right, 23 years 01:45 - Being emotional versus logical in investment decisions 03:28 - The importance of having a business plan and KPIs 04:14 - Listening to the wrong advice from people without results 06:50 - Understanding property types: houses versus units 10:44 - The bank's game and debt acquisition strategy 11:50 - Having the right team around you 12:31 - Choosing between buying yourself or using a buyer's agent 13:12 - What makes a good buyer's agent versus a poor one 15:26 - Red flags: AI data-driven technology in real estate 17:01 - Identifying areas and avoiding data-driven hotspots 19:59 - Timing the market and why it doesn't work 22:10 - Chasing hotspots and the risks of buying at the top 24:49 - Emotion: fear and ego in investment decisions 26:00 - Having clear goals and being fluid with your strategy   Make your move on your property journey today: https://binvested.com.au/make-your-move-now/   **DISCLAIMER**   The following videos have been prepared by Binvested.com.au Pty Ltd ACN (154 400 370). The factual information ("information") provided in this website and the following videos is general in nature only and does not constitute any type of financial advice and is not intended to imply any recommendation or opinion about a financial product. The information has been prepared without considering your personal objectives, financial situation or needs. Before acting on any information provided in this website and in the following videos you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Binvested.com.au Pty Ltd is not a financial advisor. Before making any decision, it is important that you should seek appropriate legal, tax, financial and other professional advice before you make any decision regarding any information mentioned in this communication, its website and the following videos. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Binvested.com.au Pty Ltd nor its related entities, affiliate companies, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information. We can provide access to our Investor Relations team should you wish to speak to them. Please contact 1300 367 925 to speak to a member of the Investor Relations team.

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

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

For 135 years Chiropractors have been lied to…They've been told that you are either in it for the patients - or in it for the money.   Nothing could be further from the truth.  Where you land on this issue can be the #1 determiner of your practice and business success - and the joy that you experience from both. Most chiropractors say they want to grow, but very few are truly fluent in the language of money. In this final installment of the five-part series on the two sides of the chiropractic coin, Dr. Stephen and Dr. Pete unpack the financial side of a Remarkable Business and why understanding revenue, margin, and profit is not optional for sustainable impact. They clarify the distinction between a healthy practice and a healthy business, introduce the five essential financial KPIs every CEO must master, and challenge the belief that working harder solves financial problems. When you understand how money works, you stop guessing, start leading, and build a business that funds your mission rather than drains it.  In This Episode You Will: Understand the difference between collections and revenue in business terms Learn the five essential financial KPIs every chiropractic CEO must track See how gross profit margin determines whether your business is truly scalable Discover why associate doctor models often break financially Clarify how stewardship, pricing, and overhead directly impact your net profit Episode Highlights 01:53 - Discover the critical distinction between the practice side and the business side of the chiropractic coin and why mastering both is essential for long-term success. 02:30 - Understand that greater impact and greater income are naturally connected when your business is structured properly. 04:40 - Recognize that a remarkable practice does not automatically equal a remarkable business and why both must be intentionally built. 11:40 - Reflect on the limiting belief that making money is enough, when true stewardship requires understanding how money actually works. 12:21 - See how avoiding accounting creates blind spots that prevent optimization and leave profit on the table. 16:09 - Learn why tracking collections consistently is foundational to operational and financial control. 16:39 - Clarify how Collection Visit Average reveals whether you are truly profitable per adjustment. 17:53 - Discover why Monthly Recurring Revenue creates stability, predictability, and long-term sustainability. 22:11 - Understand that gross profit margin determines whether scaling your practice is wise or financially dangerous. 26:28 - Recognize that net profit margin and absolute net profit are the ultimate indicators of financial health and CEO-level leadership. 27:34 - Dr. Kevin Day is joined by Success Partner, Dr. Jeff Langmaid of The Smart Chiropractor to discuss using consistent email communication to improve patient retention, reactivations, and overall profitability. They discuss key metrics like net momentum and lifetime value, emphasizing that keeping and reactivating patients is far more cost-effective than constantly acquiring new ones, leading to stronger, more sustainable practice growth.   Resources Mentioned To download your copy of the Practice and Business Metrics, please visit:  https://theremarkablepractice.com/podcast-ep346-metrics Learn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/   To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceo For more information about The Smart Chiropractor please visit: https://thesmartchiropractor.com/    Book a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPC Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1 To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

About the Guest: Ivan Tornos grew up in Madrid, Spain, facing profound loss—his father, uncle, and brother all passed at 45 from cancer—which fueled his mission to "alleviate pain and extend life" in healthcare. Now CEO of Zimmer Biomet, a century-old medtech giant, he's expanding from orthopedics into robotics, AI, and infection prevention, aiming to become "the boldest medtech company on Earth." Early in his career, Ivan struggled with leadership until embracing purpose alongside execution. "Once you get the purpose right and you're authentic about it, that's not enough—you gotta inspire performance and manage performance," he explains, outlining his 4P algorithm honed over 31 years at companies like J&J and Baxter. Listen to hear how he "fired himself from email," blocks personal KPIs in his calendar (like gym time and calling his 90-year-old mom), and prioritizes patients over short-term shareholders—creating low turnover and high engagement at a $20B+ market cap firm. What You Will Learn: The 4P leadership model (Purpose, Plan, People, Processes) for turning vision into results How to define winning holistically across spiritual, personal, physical, mental, and professional dimensions with personal KPIs Why saying no and ruthless calendar audits (every Sunday) beat busyness every time Balancing hugs and "kicks" as a leader, plus allowing failure for bold innovation Ivan delivers transformative advice for leaders at any level, rooted in Dale Carnegie authenticity. "Purpose equals a sense of urgency when you're dealing with other people's lives," he says. Discover how to lead with intention, build unbreakable teams, and live carpe diem when you listen to this inspiring episode of the Take Command Podcast. Join Joe and Ivan for stories, frameworks, and the discipline to win big. Please rate and review this Episode!We'd love to hear from you! Leaving a review helps us ensure we deliver content that resonates with you. Your feedback can inspire others to join our Take Command: A Dale Carnegie Podcast community & benefit from the leadership insights we share.

Every ambitious executive in the service sector has felt it: that nagging suspicion that, despite the high-performance software, the latest marketing "hacks," and the tireless hours, the business is actually running you. In this episode, Karl sits down with Jessica Lackey, a Harvard and McKinsey-trained strategist, to dissect the quiet crisis facing small and mid-sized service businesses. If you feel like you've been building a "Frankenstein" company—stitching together pieces of advice from gurus and competitors that don't quite fit your anatomy—this conversation is the mirror you need to look into. The Casino Trap Most leaders are playing a game they didn't realize they signed up for. Jessica, author of Leaving the Casino, argues that service-based businesses often fall into a repetitive cycle of "betting" on the next big tactic without understanding the fundamental architecture of their own success. We explore why adopting a strategy before defining your business's soul is a recipe for operational exhaustion. Is your business a nimble boutique or a high-volume engine? If you don't know, your tactics are likely fighting each other. Beyond the Frankenstein Model We've all seen it: a company with a high-end service heart but a cut-throat, automated sales soul. This internal friction is what Jessica calls the "Frankenstein" effect. It leads to a business that looks functional from the outside but is barely holding together at the seams. This episode challenges you to stop looking for the "right" answer and start asking the right questions about your foundational values and goals. Before you can scale, you must achieve Business Clarity. We dive into why the most sophisticated AI tools and automated rhythms are completely useless—and often dangerous—if they are solving the wrong problems. The "Roots to Fruits" Perspective Forget traditional, cold KPIs for a moment. Jessica introduces a more organic, sustainable way to view your progress. By shifting your focus from just the "fruits" (the revenue and the results) to the "seeds" (your daily activities) and the "roots" (your long-term projects), you can begin to spot "sprouts"—those early signals of growth that most executives miss because they are too busy looking at the bottom line. Why Systems Must Serve the Human Systems are often viewed as cages—rigid structures that stifle the "sparkle" of a service-based business. Jessica and Karl flip this narrative. They discuss how to create a "rhythm of business" that actually protects your creativity and allows your team to focus on the human side of care and consulting. If you are tired of the "administrative gunk" and feel like your business has become a series of manual workarounds and mismatched strategies, it's time to stop betting and start building. Are you ready to leave the casino? You can learn more about Jessica Lackey over at Deeper Foundations. You can check out her book, Leaving the Casino (Amazon link). You can also connect with her on LinkedIn. As always, if you have any questions or want to submit an amazing guest for the podcast, just reach out to me on the Systematic Leader website, and I'll do my best to get them on. If you enjoy the interview, please take 30 seconds to rate the Systematic Leader podcast on your favorite platform. Thanks! Check out similar episodes here: Why the ‘Open Door Policy' Is Failing With Mark ReichYour Story Is the Bridge to Their Trust with Matthew Dicks

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 moreScaling a company doesn't break because of a lack of ideas, but because instinct doesn't scale.In this episode of Move the Needle, Chris Savage (CEO & Co-Founder of Wistia) walks through the evolution from founder-driven decision-making to building a real operating system for scale.From choosing a single ICP when growth was already strong…- To installing a tri-annual planning cadence- To distributing ownership across teams- To using AI to compress execution cyclesThis is a masterclass in turning momentum into predictable growth. If you're a SaaS founder or GTM leader trying to scale without chaos, this episode is for you.

Leora Lanz is an associate professor at Boston University's School of Hospitality Administration and a former global marketing leader who helped grow HVS from seven offices to forty worldwide. After decades in destination marketing, hotel operations, and consultancy, she turned her classroom casework into two books on developing a marketing mindset. Susan and Leora talk about critical thinking, conscious marketing, and career courage.   What You'll Learn: • Why you need to "know enough to be dangerous" in digital marketing • What crisis communication in hotels teaches about compassion • Why today's marketing funnel feels more like a pinball machine • Why hospitality and marketing are fundamentally the same • How to shift from "you should" to "we will" with owners • When the ROI of a hospitality degree really kicks in • How set-jetting and streaming shows shape travel trends • Why wellness, sustainability, and community are marketing power plays • Why career reinvention requires courage and community *** Our Top Three Takeaways Marketing Is a Mindset, Not a Tactic Marketing isn't about flashy campaigns or one-hit wonders. It's about critical thinking, strategic planning, and starting with clear goals and KPIs. Everyone in hospitality (not just the marketing team) needs to think this way to build real, lasting impact. Shift from "You" to "We" Great marketing happens when teams act as true partners, not outside advisors. Saying "we" instead of "you" creates a sense of shared ownership and stronger alignment with stakeholders. That mindset builds trust, buy-in, and better results. Hospitality Is a Competitive Advantage Hospitality is more than an industry; it's a philosophy that can differentiate any business. Purpose-driven marketing rooted in wellness, sustainability, and community creates deeper, more meaningful connections. The future depends on honoring both emerging talent and seasoned voices while keeping that purpose front and center. Leora Lanz on LinkedIn https://www.linkedin.com/in/leorahalpernlanz/ Buy the Books http://www.tinyurl.com/MarketingMindsetseries Cayuga Hospitality Consultants https://cayugahospitality.com/ Hive Marketing https://www.hive-marketing.com/ ***Ad Giveaway*** Enter here! https://www.topfloorpodcast.com/win

What actually determines your law firm's value when it's time to sell? In this episode, Melissa continues her conversation with Michael DiGennaro to unpack how law firm valuation really works and why so many owners misunderstand what drives their sale price.      They explore what increases value beyond the numbers. From clean financial reporting to KPIs, SOPs, marketing systems, and diversified client sources, this episode clarifies what makes a firm easier to transfer and therefore more attractive to buyers. If you want to understand how valuation really works and what influences your sale price long before you list your firm, this conversation will give you a clearer lens.       Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar      Get full show notes, transcript, and more information here: https://www.velocitywork.com/350       Watch this episode on YouTube: https://youtube.com/@velocitywork       Monday Map / Friday Wrap: https://www.velocitywork.com/monday-map

Spencer Hsu reveals how to build massive production, create freedom through YouTube authority, and design a business that supports global travel without sacrificing relationships, health, or long-term wealth.See article: https://www.unitedstatesrealestateinvestor.com/build-wealth-without-burning-out-and-see-the-world-with-spencer-hsu/(00:00) - Welcome Back to The REI Agent and Guest Introduction(01:45) - Weather Talk and California vs East Coast Climate(03:20) - Spencer's Background in Tech and Transition into Real Estate(05:10) - Inside the Bay Area Market and Median Price Breakdown(08:05) - Building a Team and Structuring Agent Growth(10:40) - Early Career Struggles and The Power of Compounding Effort(13:55) - KPIs, Conversations, and Measuring What Actually Matters(16:40) - Networking Done Right and Why Information Exchange Is Critical(20:15) - Small Groups vs Large Conferences and Where Real Relationships Form(22:50) - Creative Ways to Meet High-Level Clients Without Selling(26:30) - Adult Friendship, Initiative, and Escaping Doomscroll Culture(29:10) - YouTube as a Lead Machine and The Truth About Views vs Revenue(32:35) - Evergreen Content That Attracts Buyers for Years(34:50) - The Decision to Take a Three-Month Global Trip(37:20) - Mortality, Money, and Why Waiting Is Dangerous(39:05) - Fourteen Countries, Food Capitals, and Cultural Lessons(41:45) - Managing Clients and Business While Traveling Abroad(43:25) - Golden Nuggets for Agents Grinding in Today's Market(44:50) - Where to Find Spencer and Final Wrap UpContact Spencer Hsuhttps://homesbyspencerhsu.com/https://www.facebook.com/spencerhsure/https://www.instagram.com/spencerhsurehttps://www.linkedin.com/in/spencerhsu/https://youtube.com/@SpencerHsu⁩Success is not about grinding until you collapse. It is about building a system that lets you win at work and still live fully. Spencer Hsu showed us that conversations compound, content creates authority, and intentional freedom is possible when you design for it. If you want to build wealth without burning out, stay connected with us and visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

AI and Marketing are redefining how brands compete and grow. This episode explores how agencies balance performance marketing with long-term brand investment. AI enabled Market Research is reshaping strategy development and improving decision frameworks.We examine attribution challenges in the zero-click landscape and why direct measurement has become more complex. While AI improves speed and personalization, it does not replace emotional storytelling. Human insight continues to differentiate strong brands from average ones.Operational clarity, measurable KPIs, and disciplined brand investment remain critical for sustainable growth. Technology accelerates execution, but strategic thinking still determines results.

Welcome back to Our Agile Tales as we continue our conversation with Bjarte Bogsnes, exploring case studies from his latest book, This Is Beyond Budgeting. The book distills nearly three decades of experience challenging traditional budgeting, targets, and control-based management.In this episode, we examine Beyond Budgeting through two case studies: Miles and David Lloyd Clubs.Miles is a Norwegian IT consulting company founded in reaction to command-and-control micromanagement. It operates without budgets and with minimal KPIs, guided by an evergreen financial ambition of maintaining a profit margin above 10%  without cascaded targets or bonus links. Employees enjoy wide autonomy, with transparency as the primary control mechanism: purchases and training costs are posted on the intranet for shared learning.Miles places strong emphasis on recruitment and cultural fit, taking at least ten references and interviewing for beliefs, values, and attitudes. Employees assess technical skills and can veto candidates. The company invests heavily in social cohesion, including spouse-only events, and practices servant leadership, with the CEO retitling himself “Chief Servant Leader.” Bjarte notes that Miles was essentially “born beyond budgeting” and has sustained its principles through growth by consciously resisting bureaucracy, including internal leadership succession.The second case study, David Lloyd Clubs, a high-end UK gym chain with around 300 clubs, represents one of the fastest Beyond Budgeting implementations Bjarte has seen: launched in October 2019 and fully budget-free by January 2021. The model helped the company not only survive COVID-19 but emerge stronger.Key practices included increased club autonomy, strong internal benchmarking, transparency, and local involvement in KPI selection. Central target setting was reduced, with emphasis on relative performance rather than detailed annual targets tied to bonuses.Ownership by private equity firm TDR Capital supported the shift, focusing on leadership and management improvement rather than cost-cutting.Bjarte attributes the speed to strong owner backing, a capable controller leading the effort, and a supportive CEO, while noting that mindset change takes longer than process change. HR played a key role in shifting performance evaluation toward relative measures and maintaining shared club-level bonuses instead of individual incentives.Key topics and timestamps00:00 Welcome01:07 Miles Overview02:47 Transparency Over Budgets04:15 Recruiting and Culture06:05 Servant Leadership06:46 Born Beyond Budgeting10:37 Sustaining Beliefs at Scale12:23 David Lloyd Clubs13:09 Rapid Rollout13:56 Benchmarking and Rhythm17:41 Why It Worked20:53 Relative Performance24:45 Transparency and Learning26:47 HR and Rewards28:15 Results and ConclusionAbout Bjarte BogsnesBjarte Bogsnes is Chairman of the Beyond Budgeting Round Table, a former global finance executive, and a leading thinker in management innovation. He is the author of Implementing Beyond Budgeting and This Is Beyond Budgeting, showing how organizations can replace rigid, calendar-driven systems with models built on trust, transparency, and adaptability — creating companies that are both more responsive and more human.Follow Bjarte at:https://www.linkedin.com/in/bjarte-bogsnes-41557910/Music: https://www.purple-planet.comVisit us at https://www.ouragiletales.com/about

 Partnership marketing requires more than co-branded campaigns.In this Belly2Belly episode, Bill Kenney talks with Christi Williams from ‪HubSpot about defining a joint value proposition, aligning on shared KPIs, clarifying swim lanes, and building recurring partnership frameworks that drive measurable growth.Christi shares practical advice on verticalization, accountability, and avoiding the “one-and-done” trap in ecosystem marketing.Christi Williamshttps://www.linkedin.com/in/christikeating/ ---Feel free to contact us with any questionsBill Kenney, bill@meetroi.comMEET, https://meetroi.com/ 

DMN496 - 7 KPIs ใช้วัดผล digital marketing แนะนำโดย Harvard Business School Online.m4a by CREATIVE TALK

Two KPI's that can drive scale – There are two KPI's that can really drive your business and it's ability to scale.  By the way, Shark Tank investors always ask about these two KPI's.Click Here to Subscribe to The Adventures of Pipeman for PERKS, BONUS Content & FREE GIVEWAYS! Take some zany and serious journeys with The Pipeman aka Dean K. Piper, CST on The Adventures of Pipeman also known as Pipeman Radio syndicated globally “Where Who Knows And Anything Goes.”Positively Pipeman hosted by Dean K. Piper, CST features other international authors, speakers, trainers, advisors, coaches and other experts here to help you in business & personal life including Self-Help, Motivation, Business, Marketing, Empowerment, Spiritual, Inspiration, Health & Wellness, Relationships, Goal Setting, Belief Systems, Mindset, Sales, and so much more on your journey to Success, Freedom, and Happiness!Would you like to be a sponsor of the show?Would you like to have your business, products, services, merch, programs, books, music or any other professional or artistic endeavors promoted on the show?Would you like interviewed as a professional or music guest on The Adventures of Pipeman, Positively Pipeman and/or Pipeman in the Pit?Would you like to host your own Radio Show, Streaming TV Show, or Podcast?PipemanRadio Podcasts are heard on Pipeman Radio, Talk 4 Media, iHeartRadio, Pandora, Amazon Music, Audible, Spotify, Apple Podcasts, and over 100 other podcast outlets where you listen to Podcasts.The following are the different podcasts to Follow, Listen, Download, Subscribe:•The Adventures of Pipeman•Pipeman Radio•Pipeman in the Pit – Music Interviews & Festivals•Positively Pipeman – Empowerment, Inspiration, Motivation, Self-Help, Business, Spiritual & Health & Wellness Click Here to Subscribe for PERKS, BONUS Content & FREE GIVEWAYS!Follow @pipemanradio on all socials & Pipeman Radio Requests & Info at www.linktr.ee/pipemanradioStream The Adventures of Pipeman daily & live Mondays, Tuesdays, Wednesdays at 1PM ET on W4CY Radio & Talk 4 TV. Download, Rate & Review the Podcast at The Adventures of Pipeman, Pipeman Radio, Talk 4 Media, iHeartRadio, Apple Podcasts, YouTube & All Podcast Apps.

In this episode of the Deep Dive Podcast by Global Trade Gal, we explore how Key Performance Indicators (KPIs) serve as the bridge between artistic craftsmanship and profitable business operations in the luxury furniture industry. While many artisans fear that metrics might hinder creativity, the discussion highlights how data-driven tracking actually safeguards the craft by providing a solid logistical foundation.Using the "Triple Constraint" framework, the episode examines how manufacturers can balance uncompromising quality standards with fluctuating budgets and timelines. Real-world examples, such as monitoring rework rates and material yields, demonstrate how KPIs act as early warning systems for potential production issues.Listeners will learn how strategic measurement empowers artisans to uphold their creative excellence while ensuring their bespoke projects remain commercially viable in a competitive market. This episode is a must-listen for anyone navigating the intersection of artistry and business in the luxury furniture space.Read our blog post https://mondoro.com/the-art-of-measurement-how-kpis-bridge-the-gap-between-master-craftsmanship-and-successful-business/Support the showThe best way not to miss an episode is to subscribe or follow us on your favorite podcast apps. If you are enjoying the show, please help by rating or reviewing us. This really does help others find the show. A 5-star rating goes a long way! Know someone who would love the show? The biggest compliment you can give is to share it with a friend! The Global Trade Gal Podcast is a production of Mondoro.com. Mondoro specializes in creating, developing, and manufacturing home decor and furniture products for export. If you're interested in learning more, please reach out to Anita directly at sales@mondoro.com. We would love to hear from you! You can also discover more about us through the links below. Check our out website @ Mondoro.com Follow Us on: YouTube: @MondoroCompany LinkedIn @Mondoro Instagram @Mondoro_Company Facebook @MondoroCompanyLtd Pinterest @MondoroCo

This week's episode moves between practical business advice and bigger industry conversations.The discussion covers managing lead flow properly (and why most coaches struggle with nurturing, not generating leads), how to create consistent conversations through structured outreach, and why simply “doing more posts” isn't always the answer during a launch.There's a deeper conversation around why the PT industry isn't centralised or properly regulated — and why that's unlikely to change due to low entry barriers and revenue-driven systems. The conclusion? Responsibility sits with the individual coach to raise their own standards.The episode also explores when to outsource (and why most coaches try to outsource too early), whether buying other coaches' programmes is a smart move, and what actually counts as long-term achievement in business.It finishes with details on the upcoming Connected Coach intake a six-month coaching development programme focused purely on improving coaching ability, confidence, retention, and delivery.00:39 – Academy capacity & what happens when it's full02:11 – Managing a high volume of leads properly07:10 – Why the PT industry isn't regulated11:43 – Biggest achievement so far14:28 – How to generate more conversations (KPIs & outreach)18:56 – Quarterly events: who they're for19:32 – Is 5 emails + 5 posts enough for a launch?22:02 – When to outsource (and when not to)26:37 – Should you buy other coaches' programmes?29:48 – The Connected Coach intake (what it is & who it's for)

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

Send a textHealthcare keeps moving, even when budgets shrink and teams burn out. We sat down with strategist Carol W. Kamangu to unpack how leaders can align infection prevention, operations, and technology to build safer, more resilient systems—and make AI actually useful. Instead of chasing hype, we dig into governance that protects PHI, strengthens trust, and keeps teams focused on patient outcomes.We start with a simple truth: readiness is a leadership function. Carol lays out how to secure the house with cybersecurity fundamentals; set clear decision rights across clinical safety, compliance, operations, and IT; and stop shadow AI by giving staff sanctioned tools and practical training. We talk real-world workflows where AI helps today—documentation, auditing, outbreak investigations—and how to integrate new tools without adding noise. The goal isn't headcount cuts; it's smarter teams who can do higher-value work and prevent unnecessary hiring surges.From there, we define what to measure and why it matters. Think faster triage and fewer handoffs lost in translation. Think lower infection rates, stronger audit trails, and better cost control. We share a straightforward metric lens—speed, communication, and scale—that rolls up to executive KPIs like HAI reduction, turnaround times, and staff satisfaction. Along the way, we draw a bright line on PHI boundaries, vendor diligence, and auditability, so leaders can say yes to innovation without gambling on compliance.This conversation also previews the Strategic Systems Summit, a first-of-its-kind gathering that convenes healthcare executives, public health leaders, and infection prevention experts to align strategy with the frontline. Expect actionable playbooks: a governance blueprint, an accountability map, and a readiness checklist you can put to work. If you're leading change and want AI to serve people—not the other way around—this is your roadmap.If this resonated, subscribe, share with a colleague, and leave a review with the biggest AI question on your mind. Your feedback shapes future episodes and helps more leaders find practical, safe paths to innovation.Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com. And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/ See you next time on Follow The Brand!

We push past rankings and traffic to map the real skills SEOs need to influence AI answers. Duane Forrester explains the machine layer, vector embeddings, semantic density, and why structured data is a must if you want reliable retrieval.• AI reshapes marketing and elevates SEO's role across the business• Good SEO foundations as the prerequisite for AI performance• Writing for chunks with high semantic density• Structured data and entity clarity to validate facts• Vector embeddings as the new alignment target• KPIs beyond rankings: retrieval confidence and zero‑click presence• Why LLMs.txt lacks adoption and what matters instead• Practical tracking of AI answers and trend analysis• The gap between search engines and LLM information retrieval• Learning paths to keep pace with faster platform updatesGuest Contact Information: Website: duaneforrester.comLinkedIn: linkedin.com/in/dforresterTwitter/X: x.com/DuaneForresterMore from EWR and Matthew:Leave us a review wherever you listen: Spotify, Apple Podcasts, or Amazon PodcastFree SEO Consultation: ewrdigital.com/discovery-callWith over 5 million downloads, The Best SEO Podcast has been the go-to show for digital marketers, business owners, and entrepreneurs wanting real-world strategies to grow online. Now, host Matthew Bertram — creator of the LLM Visibility Stack™, and Lead Strategist at EWR Digital — takes the conversation beyond traditional SEO into the AI era of discoverability. Each week, Matthew dives into the tactics, frameworks, and insights that matter most in a world where search engines, large language models, and answer engines are reshaping how people find, trust, and choose businesses. From SEO and AI-driven marketing to executive-level growth strategy, you'll hear expert interviews, deep-dive discussions, and actionable strategies to help you stay ahead of the curve. Find more episodes here: youtube.com/@BestSEOPodcastbestseopodcast.combestseopodcast.buzzsprout.comFollow us on:Facebook: @bestseopodcastInstagram: @thebestseopodcastTiktok: @bestseopodcastLinkedIn: @bestseopodcastConnect With Matthew Bertram: Website: www.matthewbertram.comInstagram: @matt_bertram_liveLinkedIn: @mattbertramlivePowered by: ewrdigital.comSupport the show

In this episode of WHAT THE TRUCK?!?, hosts Malcolm Harris and Michael Vincent break down a volatile week in global logistics where political shifts and cartel violence are fundamentally redrawing the map of North American trade. The discussion centers on the "green gold" wars at the border, exploring a high-stakes reality where cross-border freight has shifted from a capacity challenge to a survival mission. Following the killing of a major cartel boss, violence along U.S.-Mexico freight corridors has surged, prompting shelter-in-place orders for U.S. citizens and a spike in cargo theft. Adding to the complexity, the hosts analyze the economic ripples of President Trump's new 10% global tariff, implemented in the wake of a Supreme Court ruling that blocked emergency trade powers. Shifting focus from the border to the facility, Justin Malone, Director of Field Safety at The Miner Corporation, joins the show to highlight why the loading dock—rather than the open highway—is often the most dangerous part of an operation. Malone breaks down the "handoff" moment where communication between drivers and facilities frequently fails, leading to life-threatening risks. He dives deep into the phenomenon of "trailer creep," explaining why this silent killer occurs and how basic safety tools like wheel chocks and dock locks are often dangerously ignored or misused. The conversation then turns toward the financial core of logistics technology with Matthew Everson, SVP of Sales & Marketing at IntelliTrans. Everson challenges the industry's current obsession with visibility, arguing that tracking dashboards can become "money pits" if they aren't balanced against carrier economics. He asserts that the true financial center of gravity for shippers lies in carrier performance and selection, focusing on the specific KPIs that actually drive profitability. Amidst this tech-heavy discussion, Everson also notes Nashville's rise as a critical emerging hub for both logistics and technology. The episode rounds out with a look at major industry headlines, starting with a judge's approval of $150,000 UPS driver buyouts. The hosts debate whether this move signals a strategic labor reset or serves as a warning sign for the broader industry. Finally, the team covers the immediate logistical impact of a massive winter blizzard that has ground container terminals to a halt at major Northeast ports, adding further strain to an already pressured supply chain. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

 With host retail coach Wendy Batten   https://wendybatten.com/podcast-intro/   Episode Overview In this episode, I'm sharing a practical look at the power of a monthly business debrief. Sparked by a coaching client who resisted the process at first, this conversation walks through what a debrief actually is, why it matters, and how it can be done in as little as 15 minutes per month. We all have that kind of time! For experienced shop owners who feel profitable but unclear, busy but reactive, this episode offers a grounded structure for closing out the month with intention. Wendy explains how reviewing key numbers, marketing efforts, operations, and priorities can help you move from running on memory and mood to leading with clarity. If you want to feel more in control of your shop and less overwhelmed by it, this episode outlines a simple habit that can shift how you lead your business: the monthly debrief. Our Key Topics What a monthly business debrief is and why it matters The difference between rolling into the next month and intentionally closing one out Reviewing key performance indicators such as sales, profit, margin, inventory, and marketing metrics Evaluating marketing, events, and promotions to see what translated into revenue Looking at financial health through a profitability lens Using an operational checklist to assess team energy, customer feedback, and flow in the shop Identifying the "big rocks" that deserve focus next month Aligning monthly reflection with 90-day planning Moving from reactive decision-making to pattern recognition Key Takeaways about the Monthly Debrief A monthly debrief can be a simple 15 minute CEO activity that builds clarity over time. We have a tendency to just keep rolling from one month to the next, but the truth is you don't need a ton of time to do a debrief. Take 15 minutes and do it. Looking at patterns in pricing, marketing, and operations can help you identify and stop potential issues before they start. What KPIs do you want to track? What metrics are important to you? (Sales, profit margin, average order value, foot traffic, etc.)   Sales alone do not equal success; profits and clarity matter more. Where did your PROFITS come from this month? How can you replicate that in future months?   Measuring what you worked on shows whether your efforts actually translated into revenue and profits. Which events worked? Which didn't? Did you advertise on a billboard or elsewhere? Did it bring in new customers? Did you send out weekly emails that brought new customers in?   Consistency over several months builds confidence and a greater sense of control. You don't have to keep "remembering" month after month. You'll have it all on paper so you can refer back and begin making decisions based on the patterns the monthly debriefs reveal.   "Stop running your shop on just memory and mood." -Wendy Batten If you have been moving from month to month without stopping, this is your invitation to pause, reflect, and give yourself that simple monthly date with your business. Resources Mentioned and Related Episodes: Profit Planning Masterclass: (free for Inner Circle members and Mastermind members) Go from not knowing the RIGHT numbers to easily finding more profit in your business using my simple "back of the napkin" training.   Join my Love List!   Episode 263: Why CEO Time Isn't Optional in Your Retail Business Episode 197: The Monthly Debrief: A Simple Activity All Retail Shop Owners Should Be Doing About your host, Wendy Batten In case we haven't met…I'm Wendy Batten. I've been a small business owner, coach, and mentor for over 25 years. I help thoughtful, established entrepreneurs step into their role as CEO and build businesses that are profitable, meaningful, and supportive of the lives they want to live. My work blends real-world strategy with a life-first philosophy, shaped by lived experience, not theory. I've been there! Through honest conversations and practical insight, I invite you into bigger thinking about leadership, possibility, and how to build both business and life on purpose. For more support from Wendy Hang out and connect with Wendy on IG All of Wendy's current programs and services for shop owners can be found HERE.  Never miss an episode! Subscribe to the Creative Shop Talk Podcast and get the tools, inspiration, and strategies you need to thrive as an independent retailer.Click here to subscribe to iTunes!  Loved the episode? Leave a quick review on iTunes- your reviews help other retailers find my podcast, and they're also fun for me to go in and read. Just click here to review, select "Ratings and Reviews" and "Write a Review" and let me know what your favorite part of the podcast is. So grateful for you! Thank you!

When your corporate job feels "secure" until it suddenly isn't, real estate can become the Plan B that turns into your best move…  In this episode of the #DoorGrowShow, DoorGrow founder Jason Hull sits down with John Casmon (multifamily syndicator, host of Multifamily Insights, and co-creator of the Midwest Real Estate Networking Summit) to break down how corporate professionals can transition into multifamily investing without becoming a stressed-out landlord. They dive into how John went from corporate bankruptcies to building a multifamily portfolio, what passive investors actually need to know before putting money into a deal, and why trust + clear expectations matter just as much as the numbers.  Jason and John also unpack what this means for property managers: how to align with investor goals, why the best operators project calm control (even in chaos), where syndicators hang out, and how PMs can position themselves to win more multifamily doors.    You'll Learn (00:00) Transforming Property Management: An Introduction  (00:59) John Casmon's Entrepreneurial Journey  (02:56) Transitioning to Multifamily Investing  (04:33) Understanding Investor Types and Property Management  (05:48) The Role of Property Managers  (07:49) Investor Control vs. Trust in Management  (09:33) Challenges in Property Management  (11:17) Aligning Goals with Property Managers  (14:19) The Real Product of Property Management  (17:14) Managing Investor Expectations  (19:50) Syndication: A New Avenue for Property Managers  (23:44) Legal Considerations in Syndication  (26:41) Calmness in Chaos: The Key to Success  (31:40) Partnering with Syndications  (33:54 The Role of Property Management in Syndication  (38:29) Finding Syndicators and Building Relationships  (42:24) Understanding Passive Investment in Syndication  (47:45) Identifying Your Investment Goals  (51:54) Assessing Risk in Real Estate Investments  (55:15) Choosing the Right Market for Investment  (01:00:12) The Three C's of Raising Capital Quotables "The first C is confidence. Confidence comes from preparation." "The investment itself, we got to go out there and execute. But that investor psyche is a completely different game."  "It is not your job to hope. Your job is to analyze the information in front of you and make an informed decision." Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive Transcript Jason Hull (00:01) All right, five, four, three, two, one. All right, I'm Jason Hull, the founder and CEO of DoorGrow, the world's leading and most comprehensive coaching and consulting firm for long-term residential property management entrepreneurs. And for over a decade and a half, we have brought innovative strategies and optimization to the property management industry. At DoorGrow, we are on a mission to transform property management business owners and their businesses.   We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market and help the best property management entrepreneurs win. Now let's get into the show. So my guest today, I'm hanging out here with John Casman, a multifamily syndicator, host of the multifamily insights podcast and the co-creator of the Midwest real estate networking summit. And in today's episode, John's going to break down how corporate professionals can transition.   into multifamily investing, how to find the best markets, how to raise capital effectively, and what separates successful operators from everyone else. John, welcome to the DoorGrowth Show.   John Casmon (01:10) Yeah, Jason, thank you for having me. I'm really excited to be here. Love the intro, your intro, not my intro, ⁓ but excited to be here and share as much as we can on our journey to help all of your listeners reach their goals.   Jason Hull (01:22) Cool. So John, ⁓ it's great to have you. I would love for people to hear about your entrepreneurial journey. How did you get to where you are now? And then we can get into your business.   John Casmon (01:34) Well, the short answer is bankruptcy, right? I worked for a couple of different companies that went through bankruptcy and that really made me consider my other options. You know, I was at General Motors back in 2007, 2008, 2009 when we went through bankruptcy and I was there and I watched what that did to a lot of my peers. I one day in particular when we were going to have a lot of layoffs, I went to work as late as I could. But when I got there, I had a red message, a little red dial on your phone.   for anybody who's worked in corporate and remember voicemails. So I had a red dot on my phone, picked it up, pushed the play button and my heart skipped a beat because I thought maybe I was getting to the can, right? And it was actually a colleague of mine who sat kind of kitty corner in front of me and he had been let go. He, you know, was diabetic. He didn't know I was going to pay for his medication. He just was venting in his voicemail. And I just remember feeling empathy for him, but also   a sense of I just never wanted to be in that situation. So it made me really start to think about Plan B. Eventually I moved to Chicago, realized real estate was going to be that path and learned everything I could about investing. So it kind of took me down that pathway to say, you know what, I need a Plan B because no matter what you do, when you work in corporate America, you do not control your future. You know, there's politics, there's policy, there's a lot of different things involved that you do not control.   And sometimes it does just come down to someone not liking you for whatever reason, or they think you're a threat. And I didn't want to spend the rest of my career navigating those issues. So I figured I had to take more into my own hands.   Jason Hull (03:16) got it. And so you start taking things in your own hands and what was the result?   John Casmon (03:20) Yes. So we landed on multifamily investing, started with small multifamily. My first investment was a two unit building. We house hacked it, which is a common popular phrase now. But back then it wasn't quite as common. But we lived upstairs. We rented out the first floor unit and it worked great. You know, it worked so great that we went to refinance and we had created enough equity in that first investment to pull out a six figure line of credit and go out and buy another property. So.   Jason Hull (03:45) Nice.   John Casmon (03:47) That really got the ball rolling. bought a three unit building, we bought an eight unit building, and at this time I'm still working in advertising, still working in corporate America, and I enjoyed what I was doing, and I just had my second child, but the agency I was working for also went through bankruptcy right at this time. We had expanded, we were growing, and we had kind of combined with a few other agencies and kind of became this little conglomerate, and it just eroded just as quickly as it grew.   I remember again, just sitting there and I've got some real estate. I've got a little bit of cashflow, but not enough to pay all my bills. New baby. And I just realized this real estate thing is working, but the exact strategy I'm employing doesn't allow me to insulate myself from these economic changes and shifts. So I had to change my strategy and that led me to syndication. Since then, we've acquired over $150 million worth of apartments.   We've partnered with busy professionals to buy these properties and give them some passive income. And that's what we've been doing ever since.   Jason Hull (04:50) Got it. So your area of genius really is helping these people that were similar to you, they're in the corporate environment transition into being an investor in real estate.   John Casmon (05:01) Yeah, exactly. And I would say too, it doesn't have to be you're going to quit your job and do this full time. And in fact, most people don't, you know, but most people do want a little bit more control over their life. You want a little bit more flexibility. You want to earn and start building up, you know, your net worth. You want to have a little bit more liquidity. You have to look at your investments to say, what should you be doing? I think most people know that their 401k, their, you know, company issued life insurance.   probably not enough to really get you on the fast track to retirement. So what else could you do? Certainly you can invest in the stock market. Lots of folks do that. But real estate is a proven vehicle. The challenge is, I don't know anyone who really wants to be a landlord, right? ⁓ Certainly you want the benefits of real estate investing, but very few of us want to get those 2 a.m. phone calls. So the shortcut there is, ⁓ hire a property manager. Great solution. But now you have to be able to manage   property managers, right, which is this whole other business. And if you don't have enough scale, then it's hard to get that person really focused on your business. So we offer an alternative, right? You get all the benefits of real estate investing, all the ownership perks without any of the headaches of being the landlord yourself. So it really is a great marriage of being in real estate without having to do the heavy lifting yourself.   Jason Hull (06:15) Okay.   Okay, so ⁓ the target audience of this show are property managers. So if they're not gonna use property managers, then what's the alternative? How does this work?   John Casmon (06:29) Well,   first of all, what we do is not always for that individual. So I think that's the key, right? You've got to understand who you are from a psychological standpoint. So when it comes to investors, there's two types of investors. One wants control, right? They're not willing to be passive. And some people think they want to be passive until they're in a passive situation and then they're calling and they want to know why you did this and why you did that and how come you did do that. That's not a passive investor. And that's fun.   Jason Hull (06:45) Yeah.   Yeah, they're anxious. Yeah. Yeah.   John Casmon (06:58) And   if that's you, you should be active, right? And you should work with a property manager, but you also want to work with the property manager who is going to be right for you, right? Because sometimes that is not how they operate. So you want to understand that. And that's a process to understand who you are as an investor, what kind of investment strategy fits you and what's going to be right there. When it comes to property managers, though, I think there are a couple of things. And as a matter of fact, we just left out of meeting with   property management company yesterday. They have 2000 units. We talked about some other services that we offer. And one of things that stood out to me was just understanding some of the challenges that property managers face. And one of them is property managers are really in a position to think like everyone. They're supposed to think like an investor. They're supposed to understand maintenance and kind of the construction arm enough to understand what needs to happen at a property. But they are really little CEOs, right? Because for   Our stuff, the large apartment stuff, those are typically million dollar annual revenue businesses. And this person is in charge of that asset of that business. They are making the day to day decisions. They are the face for the residents, aka the customers of that business. They are the face and their experience with that individual is how they view that business. So it really is an important role. And if you're working with property managers, it's really important to understand how to find the right people.   to connect with them and have them represent your business, your brand, company in the right light.   Jason Hull (08:30) So now you left an open loop that I want to close. So you said there's two types of investors, those that want control and maybe should go find a property manager, you said. And then what's the other type?   John Casmon (08:34) Yeah.   The other type is those who don't want control and they trust someone else to handle that. And for them, there are a couple of different ways of investing. One is investing passively with a group like ours. The other is turnkey investing where again, you hire a property manager, but you really entrust them to manage the property. The only thing I would say for either one of those groups, myself included, is you want to trust but verify. Okay. You've got to do a lot of your due diligence upfront. You want to understand how they operate. You want to talk to   some of their other clients, some of their other investors, because you need to get a really good sense of what to expect. And a lot of people are great at selling themselves upfront, right? I can tell you everything you want to hear upfront. You want to know what is it like once you sign the paperwork? How often are we going to talk? How frequently am I going to get updates? And at what point am I able to weigh in and make decisions? Because if, if you are someone who wants to be more active or be heard, or you've got thoughts and opinions,   Jason Hull (09:18) yeah.   John Casmon (09:35) You want to make sure you have a voice in your investment. Otherwise you may get really disappointed or you may bring on someone who has a different perspective of what that relationship looks like and that never is going to work out.   Jason Hull (09:47) Yeah, there's a big challenge in the industry and that's that most property management companies suck. so most investors that have dealt with property management to some degree are they have some scar tissue, they've been burned a little bit. They've a lot of property managers that started their businesses that come to me for help to grow their business. They started because they were investor and they couldn't find anyone else to manage the property good enough. And that's why they started their business, but it can be a difficult business to run. so none of them start their business saying, I want to suck.   But that's kind of the default unless they get some really good support or figure some things out through a lot of trial and error. And so that's where DoorGrow comes in. We help them with that. But one of the things I coach my clients on a lot is that they need to shift into being daddy over these rental properties. They need to like tell the owner, hey, you need to trust me. And they need to be able to have a really effective business so that they can lean into that trust.   because a lot of people are anxious. They'll come to them with concerns, but generally if a property manager is good, they're much better at this investing stuff than most investors. And they're much better at coordinating maintenance. They're much better at handling leasing. And so when an owner tries to micromanage a property manager, it kind of doesn't make sense to hire somebody to manage your asset just so you can manage them to do the job. And so I think the secret is finding a really good property manager that you can   let go of control because you can trust them. And but yes, you need to verify that they can do the job that you need them to do. And so a good property manager will take ownership of it and they'll take control and they will, they'll display a lot of certainty and confidence in how they communicate and they won't allow you to micromanage them is what I've seen. So.   John Casmon (11:37) Yeah, Jason, and I'll add to it. There's a two way street there. And I think it's easy for people to say, ⁓ most property managers suck or they're not good or whatever. And listen, there's certainly a lot of challenges there. A lot of folks who are not living up to par to the standards. But I will go back to this. We ask property managers to do the work of generally like a CEO. Right. I mean, again, they're managing million dollar businesses in many cases, yet they don't have that training. They don't have that experience. They don't have the ability to navigate.   all of these various things. So part of what owners and investors need to also understand is that you play the role of asset manager. And that means giving clear direction of what success looks like so that that property manager has a framework to make decisions. It's not to micromanage those decisions, but to help them understand how their decisions impact the greater good. And part of that is like, again, just sitting down with annual goals. What are revenue goals? What are our goals on?   Occupancy, what are our goals on in a lot? And this may seem simple, but I promise you a lot of folks don't do this. And if you don't do that, then that property manager is going to default to, for instance, I'll give you a great example. I've got a property manager. She's awesome rock star. But she always gets nervous when occupancy is not at like 96 or 97 percent of this property. So she is, you she starts apologizing profusely and all I did this or done that and like.   Jason Hull (12:58) Yeah.   John Casmon (13:04) Occupancy is one of our KPIs for sure. It's important, but that is not the KPI. I am focused on my net operating income. And if we're going to push rents, the impact of that is you're going to have higher vacancy and she is not comfortable with that. And that's probably because she's used to working with owners who want that thing fully rented and they are comfortable having 100 % occupancy.   Jason Hull (13:13) Yeah.   Hmm.   Yeah.   John Casmon (13:33) if they're leaving 50 bucks, 75 bucks, whatever it is of rent on the table. And that's the part where you've got to really align with your vision versus their vision, because what they have in the back of their mind may not completely align with what you have. Or they have residents in their face who are coming into the office. They want something fixed. They want it done quickly. They want it done right. They want it done yesterday.   Jason Hull (13:49) Right.   .   John Casmon (13:59) So they've got that pressure of this person in their face. So they may go out there and spend the money or authorize the money to get spent. And maybe they're not picking the most cost effective measure. So you have that. And I'll give you one third one. A lot of times when you run into the flip side of that is maybe occupancy is low. They say, hey, we need to increase our marketing spend, right? We got to increase our marketing budget. know, ox is down to 88 or 90%. We got to spend more money. And we're not necessarily.   really zeroing in on what the specific issue or challenge is at that property. So for an owner, your job as an asset manager is to partner with them and to help them see what the options are, help them work through with some of those challenges and solutions are and partner with them to find success. It's not to micromanage them and tell them what to do, but it's really to understand the situation better and give them that perspective.   Jason Hull (14:49) Yeah, that makes a lot of sense. think, you know, one of the things I've seen is that I've noticed a lot of property managers, they make the mistake of thinking that the goal or the product that people want to buy from them is property management. But investors don't wake up in the morning and go, man, I'm so excited to get property management today. The thing that they want. And so the way I describe it to them as they say, property management is like the flight to Hawaii. It's not Hawaii.   and you're trying to sell the flight. That's not the exciting part. You need to figure out what the investor wants, what their goal is. Where do they want to go? What's Hawaii for them, right? What's paradise? And then how do we optimize for that? And how do we help them create a path for that? Because the actual product that a property manager is selling is not what they do. It's not property management. The actual product is them. It's them and their values and their belief system and how they create trust and the team they build and the system and mechanism they build around them.   That's the actual product the property manager is selling. so a lot of property managers make that mistake. They sit there and talk to you about maintenance coordination and leasing and inspections. And meanwhile, you're just wondering as an investor, can I even trust this person? Like do our values align? Yeah. So I don't know what your thoughts are on that, but.   John Casmon (16:11) I think you're spot on, right? Because, I mean, ultimately, as an investor, you are only as good as the team you can build. And that property manager is in charge of the day-to-day aspects of the business. especially when you, you know, I've heard horror stories of folks who have done like turnkey investing, right? Where the property manager, someone owns it, they buy it, they fix it up, and then they rent it back to...   an investor. And I've heard horror stories where that property was not being well managed. And that's the fear. If you're not in that marketing, you can't come and see it. So if you got an out of town investor, you really are trusting that property manager. So that is the most important thing, right? Everything else are tactical, daily situational things that can change. But it comes down to do I have the right people, people that I can trust, people who are going to make the right decision based on the information they have.   because they may not know what I know or maybe something shifted and changed where they would have made a different decision. We can't, you know, ache on that. It really comes down to are they doing their best? Are they making good decisions? If they're not making good decisions, is it because they didn't have the correct information, which again, could fall back on you as the investor to say, hey, are they aware of what your goals are? Are they aware of maybe this situation, these tools, these resources, whatever it is? And that's on you to sit and collaborate.   But trust is absolutely paramount because at end of the day, the thing that I think most of us are concerned with is who we partner with. And there's a great book I'm reading right now. And it gets into decision making and the fear of decision making for most of us and why deals stall. Why didn't you hire somebody? Why didn't you, you know, go with the vendor or go with the contractor or with the company? And the biggest thing is we are scared of making the wrong choice. All of us in decision and no action.   Jason Hull (17:43) Absolutely.   John Casmon (18:04) is better than the wrong action for many people because they once they take action. Well, now they're blaming themselves because you didn't pick the right person. Why did you hire that guy? You should have like now this starts to go on in their head versus doing nothing. Well, at least it's you know, it's not going to get worse, you know, it will in lot of cases get worse. So for a lot of people, that is the scariest thing. So if you can take that fear off the table as far as being the right person or being someone who is trustworthy.   Jason Hull (18:07) Right, yeah.   John Casmon (18:32) everything else gets easier. So if you can do that, that's, you know, the best thing you can do as an investor or as a property manager.   Jason Hull (18:38) Yeah, I agree. think one of things that I talk about a lot is that clarity has to come before action because if you don't have clarity and you start taking a bunch of action, doing stuff, every action you take is a little bit wrong. Sometimes it's a lot wrong. so, yeah, we need to get that clarity first before we start ⁓ making moves. And you talked about, I love the example of your property manager that is trying to   optimize maybe for the wrong thing. They're like, want to optimize to the, making sure their vacancy is super low. But that might not be the goal. That's not the primary goal. The goal is money, you know, and there's a really good book is by Elihu Goldratt. It's a good book for operations people, but it's called The Goal. And spoiler alert, the guy's trying to figure out the goal through this whole book, the story and it's money. That's the secret. The goal is the of the business, should be making making money.   And what happens in this book is that people are over optimizing individual pieces in this flow at this warehouse. And it's actually not helping to make money. It's causing more constraint. And so if we over optimize at one stage, it actually creates waste, bloat, inventory, additional work for the next stage. And so sometimes the best thing certain departments can do is slow down and do less in order to get the outcome to be maximized outcome.   And there's some really great examples in that that I think are really powerful. But I think the if you're optimizing for the wrong thing, then you're not making it effective. So you want to make sure you're optimizing for the right thing. Otherwise. ensues. You get mad at somebody, but nobody understood what the goal was. And so I think, yeah, getting a greed upon set of criteria of what what the outcome is and asking the property manager, can you help me achieve this?   And they know, they know if they know what the problem is, usually they can, they know how to help you get whatever goal that you have. And they know whether your goal is probably realistic or not, because they've helped probably a lot of people do this similarly. And so, but yeah, I think it's very important. Make sure you know, where's Hawaii and maybe property management is the vehicle. Now you had mentioned like, I'm really curious about this idea of, you know, maybe creating syndications.   Some property managers are now starting to think, maybe I should create a syndication. What's your criteria for, what's a good syndication and what are some of the, I'd be really curious to get into if some of the property managers listening were wanting to do kind of a little bit of what you do, how they might be able to get started in that. Like what are the beginning steps to make sure they don't make the mistakes you probably already figured out in the beginning?   John Casmon (21:27) Well, I think the first thing is, you really want to get into it? Right. Because for a lot of people, you got to understand it's a different business. Now you're not talking about real estate investing. You're not talking about property management. You're really talking more about, you know, investment management. You're talking about bringing on private investors who are looking for a return. That is communication skills. That's building up a network and a database of   Jason Hull (21:35) Mm-hmm.   Right, returns.   John Casmon (21:54) prospective investors, it's understanding the return projections that they're looking for. And it's really kind of managing the investor expectations, not necessarily the investment. And to give you a great example here, I had a deal where the investment went great, but it was slightly lower than what we initially projected. And I had an investor who was upset.   Jason Hull (22:07) Yeah.   Yeah.   John Casmon (22:23) about that. And we had communicated all throughout the entire process where things sat and he wasn't too upset, but he still made it a point to let me know, hey, well, this is less than what you initially thought. And that's challenging because the market shifts, right? Anybody who's bought properties in 2022 and beyond knows the market has shifted drastically over the last three or four years. So those projections made in a 2021-22 environment   Have a hard time standing up in a 25 26 environment We still make good money on that deals double-digit returns for investors ⁓ But you know there was that that was that feedback I got from one of the investors conversely We just exited deal a couple months ago, and we completely exceeded our return projections You know we delivered on a almost a 2.7 equity multiple Hit all you know mid 20s on the IRR completely unheard of stuff in this environment   And I have one investor call me and say, hey, John, I just checked my account. Is this right? And I'm like, yeah, it's it's right, man. He's like, my gosh, you guys killed it, man. my. Like, this is amazing. And it's great to hear. But again, that is separate from the investment. Right. Happy to manage the investor expectations and concerns. But that was an up and down investment where we had, you know, a moment where we actually had to put some of our general partner capital into the deal to keep it going.   Jason Hull (23:27) Yeah.   Yeah.   John Casmon (23:48) We have floating rate debt. had to refinance out of that. And we had to kind of rush to do that before rates started to go crazy. We had moments where our construction or renovation costs were much higher than we anticipated. So there are a lot of things that we had to navigate. And I think what happens for a lot of operators, a lot of people who get into syndication, they know the real estate and want to do the real estate, but they do not understand the perspective of the investor. And when you don't communicate to investors on a frequent basis and a clear, transparent nature,   Jason Hull (24:19) Yeah. Yeah.   John Casmon (24:19) They fill in the blanks and   the first concern every investor has and they won't say it. Most of time they don't say it, but I promise you they're thinking it after they make that investment. my gosh, did I make a mistake? Am I going to lose money? Is this person going to run off? Is this going to be some sort of fraudulent thing? Is this deal going to fail? These are all that we're wired like that. This is caveman stuff, right? We're wired to protect ourselves.   Jason Hull (24:36) Hmm.   Right.   John Casmon (24:45) And when you make an investment, and by the way, our investments are typically $50,000 and up, right? So these are not small investments. So when you make that investment, people start to second guess that decision. So my job when it comes to this side of the business is to keep them grounded that, hey, you've done your research, you've made an informed decision, you've picked a good partner, we've done this before. ⁓   Jason Hull (24:50) Yeah. Right.   John Casmon (25:13) And it's really to make sure that they feel comfortable with that decision. It has nothing to do with the investment, right? The investment itself, we got to go out there and execute. But that investor psyche is a completely different game. So first thing I would tell any of your property managers when they get into this business is understand, do you actually like people? Do you want to manage investors? Are you comfortable managing people's money? ⁓ And then beyond that, you have to do it the legal way. There are a lot of regulations around accepting capital from other people.   Jason Hull (25:31) you   John Casmon (25:42) So you can do it as a joint venture. The more common way of doing it, the more accepted way of doing this is by doing a formal syndication, which requires you to file SEC documentations. ⁓ know, there's regulation D and regulation A and there's some couple others, but typically it's going to be reg D 506 B or 506 C filing, which basically is the the structure that allows you to offer ⁓ passive investment opportunity or a security to investors. So again, for some people,   It's overwhelming. they're like, nope, never mind. But for some people, they love it. They want to get into it and they can learn more about that process.   Jason Hull (26:19) Got it. Yeah. I think I love your idea that it's more about managing expectations rather than the investments. And I think, I think that's good advice for all the property managers listing. This is something we spend a lot of time coaching clients on because they think their job is to manage properties. But really, if they're not strong in managing expectations and managing the relationship, it's 10 times to 100 times harder to manage the properties.   their operational costs go through the roof because owners are getting anxious. They're asking more questions. They're getting all these interruptions and calls, tenants, owners constantly. And if they had just managed the relationship and expectations and set strong boundaries at the outset, everybody would feel calmer. And I think really for business owners, I think the thing that really stood out to me that I've been focused on, and this is I've done some personal coaching and this is just nervous system regulation.   If you can, and John, seem like you're pretty chill and pretty calm and I'm sure the investor feel safe with you, which is why you've had success. If you are a person that is anxious and you're running around like a chicken with your head cut off, you're going to have, you're going to struggle in leading anybody, especially in relationships to your spouse and like everybody else. so having a calm, regulated nervous system allows your investors.   to entrain to your nervous system and to feel safer and to calm down. And that's not something you can pretend or you can just fake. You have to be that and they can sense and they can feel that it'll come across in your tone and in your body language and how you communicate. But if you can make sure that you're in that space and that you're able to regulate your own system, you're able to stay calm when other people are coming at you.   and other people are angry and other people are emotionally heightened. And you recognize this isn't really you. It's just that's them. And you can maintain that calm. You will be able to create a lot more safety. And that's really what people want to buy. Most people out there, their primary basic need is safety and security. Most people. That's why they aren't entrepreneurs. That's why they don't go start jobs. That's why they aren't like you and me. And if you're a property management business owner listening to this,   Most people are not like you. They want safety and security. That's why they get a property manager. They want peace of mind. And so, and I'm sure investors in a syndication, they also want some peace of mind because this is a big chunk of change.   John Casmon (28:55) They do. And I will say to most of the property managers I come across thrive in chaos. Right. They're used to stuff getting thrown at them. Right. And when you talk to them and get to know them, you learn very quickly. They like it. They do. They like the fact that they don't know what the day is going to bring. It could be a. Yeah, yeah. Could be a tenant coming with some crazy issue. It could be something from it's never boring and they thrive in it. However.   Jason Hull (29:00) Yeah.   Yeah.   They like the variety and unique challenges that property management brings, for sure.   It's never boring.   John Casmon (29:25) What happens then if you if they're going to look to work with investors and particularly raise capital and kind of do their own syndications, they have to understand that while they may thrive in chaos and uncertainty, most other people want organization. You want everything you said right. You want to have the calmness. You are looking for a captain to steer the ship. And for that part of the personality, they're going to have to tap into a different side of it to demonstrate how they handle chaos.   Jason Hull (29:37) Hmm.   Yeah.   Yeah.   John Casmon (29:54) not that they are chaotic. And I think what happens a lot of times when you're working with property managers is that they don't project that level of control. It just feels like they're reacting. So part of it is that, and they're really, really good ones. The ones who make it to that next level who are the regional managers and get those promotions, well, that's what they do. They manage the chaos and they manage up. They do a great job of telling the owners,   Jason Hull (30:06) Yeah.   Mm.   John Casmon (30:23) the leadership, whoever they need to talk to, they're telling them, hey, here's how here's our process. Here's how we're managing the situation. Here's what's going on. Here's what we're into. Hey, we had a water main burst here. Here's we bought. call three companies. We've got three quotes, but it's calm, right? It can be the worst. I'll give you a real example, right? At a fire, one of my properties and I was going to meet a property manager and I just happened to have a meeting with her that day at the property. She called me.   I was literally about to get in the car. She called me and said, Hey, I just want to let you know we've got a fire going on at the property. I'm not sure if you still want to meet. You're happy to come. We already have, you know, the fire department's here. They're they're putting the fire out right now. We already have another company that's coming in. They're going to walk through the damages once this is kind of settled. And I've already talked to the residents. Residents are good. We've got them hotels for the evening. We've checked with insurance. This is covered in your policy. So they're good to go. So you're happy to come down and talk and all of that if you want to.   Or we can let things settle down and maybe we can meet next week. This is a fire, right? This is like a scary situation. She called me.   Jason Hull (31:26) Right. A literal fire. Yeah. And there's plenty of fires   in managing properties. The literal ones.   John Casmon (31:33) Her calmness, she was so calm. Not only was   she calm, she had handled 90 % of it, right? It was the stuff you could handle in the moment. She handled it. So was like, hey, I don't think it makes sense for me to because I'm probably just going to add more anxiety to the situation at this point, right? It seems like you've got it under control. Why don't we let things settle, literally let the dust settle? And then once it's there, I'll come down. We can assess the damages, figure out what else needs to happen, what other next steps need to take place, right?   Jason Hull (31:41) Yeah? huh.   question. Yeah.   John Casmon (32:03) but had it handled like a rock star. Now, a lot of other folks would have saw the flames, called immediately, my God, there's a fire. ⁓ my God, what are we gonna do? So now you freaking out, everyone's freaking out, no one's controlling the situation, right? So now everyone's mind is just spinning and going. it does really take, kind of go back to where we started the conversation, that mindset of someone who was the boss, who was leading.   Jason Hull (32:05) Yeah, I love that.   Yeah. Freaking out. Yeah.   Hmm. Yeah.   John Casmon (32:32) who is going to take charge, even though it's not their property, they're going to take charge. Here's what needs to happen next. Maybe you have an emergency response plan already put in place, but you have these things already scheduled and ready to go. So when they happen, you're not shocked. You're not surprised. You're not asking questions that maybe you should have figured out upfront. And that's what a great property manager does. And if you convey that to owners, you're going to stand out above and beyond your competition because most people cannot convey that level of control, the level of   planning and the level of expertise that it takes to truly and effectively manage properties from the front, being proactive as opposed to just reacting to whatever the issue of the day is.   Jason Hull (33:13) Got it, okay. So ⁓ I'm reading, I just read, well, I didn't just read. I read in the past a really great book called Extreme Ownership. Really good book. Yeah, phenomenal book. ⁓ I'm going through their newer book, which I think is even better, called The Dichotomy of Leadership. leadership is what we're talking about right now, is that that,   John Casmon (33:23) Yeah, I think I got it like right here. It is right there.   Absolutely.   Jason Hull (33:38) creates a huge impact and there's a lot of misunderstandings of what leadership is, like it's control or it's being aggressive or, but yeah, it's really that calm presence of letting people know I've got it. Like we can take care of this. We've got a plan and staying regulated and calm. So I love that. ⁓ have a, so another question I have is how can the property managers listen to this? How could they maybe target or partner   with, if possible, syndications like you, like people that are doing what you're doing. Is there a chance that they could be a resource or do most syndications just in-house and do, they are a property management business?   John Casmon (34:19) No, no, most ⁓ most that I know work with third party manager companies. So I would say first and foremost, if you and syndications, I mean, it sounds like a big, huge, fancy word. But I mean, honestly, anytime you work with passive investors is technically a syndication. So it really comes down to figuring out who is looking for third party management and whether or not it's technically a syndication or not is really irrelevant. You want someone who is going to be managing or owning the property.   Jason Hull (34:24) Okay.   Yeah.   John Casmon (34:49) They want third party, but you have to understand their plan, going back to understanding the goals, right? Most syndications are looking to sell in a three to seven year timeframe, typically five to seven years. Most buy and hold owners have not decided or have not identified their exit strategy. So that's probably the biggest difference is when you have, let's just call it an individual investor or maybe it's a   Jason Hull (35:01) Okay.   Right.   John Casmon (35:17) a family or whatever that's buying and they want a third party manager, they don't know the exit. They haven't predetermined that they're going to sell in five years. So they are buying and holding it. And that goes back to the the I think the separation of understanding the objective, because for that person, having a full property is great. It means they're maximizing the revenue potential today. When you are syndicating.   most syndicators already assume 5 % vacancy. That's that's in everyone's underwriting. So you being at 100, they won't even give you credit banks don't even give you credit for it. So all of these things are already assumed. So for us to be above that is actually a miss, because it means we're not being as aggressive on the rent. So just understanding the mindset of a syndicator, which is they are looking to sell typically they're looking to double their money over a five or six year period. So how can you create value?   And that's something most property managers don't fully understand. But I would sit and I would talk to that syndicator. And if you want to be a syndicator or partners, not just be a third party vendor, but you actually want a partner, which we have seen a lot of folks look to do. You want to figure out how you can bring value to the table, because now we are aligning your interest with that syndicators interest. And now you've got a great partnership.   because every syndicator is going to need property management and they're going to need construction management to drive value. So if they can bring those people in as partners, that's a great opportunity for you. And if you're a property manager, you may have phenomenal relationships. You may already have contractor or the vendor partners that you trust in that marketplace. And if you could then take that and get a slice of the equity, that makes you very valuable for both sides.   Jason Hull (37:08) Do syndications, do they also need investors in capital or do most of them have that, are they really good at that? Okay.   John Casmon (37:15) Absolutely. Yeah. Yeah. Yeah.   mean, I mean, syndication at its core really just comes down to the need of capital. If someone had the capital themselves, they would probably just buy it directly and not go through the process of syndication. Because the syndication is literally just raising the money from passive investors. And in that scenario, again, being able to manage that, manage the communication, ⁓ that's really what a syndication truly is.   Jason Hull (37:42) So a really good property management partner could bring property management, some of the construction elements and investors and capital to the table. So it could be a nice little.   John Casmon (37:51) That would be amazing.   I'll be honest, man. That's because I don't want your listeners sitting here like, oh, I don't have one of those. I don't know if I've ever met one that had all of those. If you do have all of them, yes, you should consider syndicating yourself because you got all the pieces to the puzzle. Typically, what happens is a property manager has the property managers. I'll give you a great example. I got a 54 unit down in North Carolina. OK, so I came in as a key principal. I've got a.   Jason Hull (38:03) Okay.   Okay.   John Casmon (38:20) to my coaching clients. It's his property that he found. He asked me to come help him with the loan, which I did. One of the members, one of the partners is the property manager. So that's kind of their role to the table is they're managing the property. That's what they kind of came on. They had a couple of relationships, but their main role is the asset and property management side of it. So that's a great way to come to the table. But. Just like anything else in business.   Jason Hull (38:33) Mm-hmm.   John Casmon (38:49) It's very hard to find someone who checks every single box. I mean, that's like finding the marketer who's a CMO, who's also the CFO, who's also the COO, who's also the chief of human resource. very like no one, people don't really have like top notch excellent skills at every single one of those, right? Like you might be great at business, great at sales, great at marketing. You're probably terrible at finance, right? Like you just, you just forget to do your expense report type person, right? So it's hard to find someone who's   checks all those boxes. And I think typically when comes to property management, you want someone who's great with people, can resolve issues, but also has to be somewhat, you know, sufficient when it comes to the numbers, tracking all the data, tracking all the, you know, the rent roll, the leases, the income and expense statements, things like that. So usually they're not going to do every single box. But again, if you can find someone or that's where partnerships make sense.   Jason Hull (39:24) Mm-hmm.   John Casmon (39:43) If you've got that awesome. And again, I'm not saying a company doesn't have that. I'm just saying a single individual doesn't, which is why it's great to partner. If you can find someone who maybe brings a set of skills that you don't have, whether they're joining you in your property management business or they're partnering up where you're bringing your property management skills to the table with their investing or their networking skills, that makes for a good partnership.   Jason Hull (39:43) Mm-hmm.   Yeah, I got it. Well, we've got several clients, you know, all over the U S that are really good at property management. They're really good at handling the maintenance stuff and they obviously have a pool of investors as clients and, and, know, and they know that they can't do everything. So we coach them in making sure that they would do time studies. They figure out which, what their purpose is. We start to align them towards more fulfillment, more freedom, more contribution and more support in their business.   John Casmon (40:32) Yeah.   Jason Hull (40:38) And they start to build the right team. So they're getting operators, they're getting BDMs, they're getting the things they're not like strong in. And so we just make healthier businesses. So for those of maybe my clients listening that have healthy property management companies. And, but they don't want to do syndication. They're just like, man, that's a whole nother business. If I stay in my lane, I can grow that faster. How do they find syndicates? Like, how do they find people like you? Cause you've got a lot of properties connected to you.   and they would probably love to chat with somebody like you. Where do you syndicate people hang out? What's the title? Who runs a syndicate? What are they called? Do they have a specific title?   John Casmon (41:15) You   Yeah.   Yeah, great. Great question. Multifamily syndicator is is kind of the name just syndicator. We're all over. So I've got a podcast called Multifamily Insights. I interview like minded individuals. I've been doing that for a long time. We've done our seven hundred and seventy plus episode. So lots of people, lots of syndicators there. Definitely conferences. So if you look up any multifamily conference in your city.   Jason Hull (41:25) Okay.   Nice.   Okay.   John Casmon (41:46) meetups, lot of meetups in different cities as well. Those are great places to find syndicators. I think the biggest thing though is this.   Figure out who your avatar is. Because while we're talking about syndicators, ultimately, if you want to scale your property management business, I presume you're trying to scale with folks who are looking for third party management and the best option for that. OK, and let me back up. had one of the guests out of a podcast some years back, ⁓ Ashley Wilson. Love Ashley. As you said, something really changed when I thought about the business.   And she said the best way to find any vendor, any vendor is to figure out who relies on that vendor next and ask them for referral. So if you think about it, if you want a great drywall person, ask a painter. A painter is going to know who's great at drywall because they're going to know who makes their job easy and they can come in and just start painting versus a drywall guy who maybe doesn't, you know, you know.   Jason Hull (42:38) I like it.   John Casmon (42:55) mud the drywall properly or doesn't sand it down. So they got to do all this extra work before they start their process. Right. So a painter is going to know a great drywall guy. And in this case, it's really hard on ⁓ the property manager because you guys are the ones who do the work. But if you are looking for syndicators, OK, well syndicators, person who buys the deal. Well, who sells the deal? A broker. Find brokers. Go to a broker, commercial multifamily broker and ask them, hey,   Jason Hull (43:01) I love this.   Yeah.   John Casmon (43:25) Do you know some groups or you have properties that you're going to list? Here are the kind of deals we want to do now on the flip side of that. You got to be good at your job, right? You got to sell yourself and share what you do. So if you've got a great track record, a great resume, showcase that, bring that broker through and let them know, hey, we're looking to scale our property management business here. Here are the kind of assets that we want to manage. If you come across any of these that you're going to list, would you mind keeping our main name out there or referring us or giving us introductions to any of those buyers?   Jason Hull (43:53) Yeah.   John Casmon (43:54) so that we can throw our hat in the running to manage these properties. That's a phenomenal way to do that. And it allows you to shine and expand your relationships in your core networks and in your core markets.   Jason Hull (44:06) Brilliant. think I love the, I love Ashley's idea that you shared, you know, the drywall. Yeah. The painters, like they don't want to be painting over a crappy drywall. They're like, this is a mess. Like this doesn't even look good in my job. Now I'm going to look bad. Yeah. So the brokers know who maybe those best syndicators are. And so they could just go to the brokers and say, Hey, who's, who's doing deals like this? Who who's got things going on? Like who could you connect me with?   And I avoid maybe.   John Casmon (44:36) And on top of that, keep in mind, too, like what   are the times when? Yeah, but think about to like when is a property hiring or bringing on a new property manager? Right. So it's either a current owners firing the existing property manager or the property is being sold. Right. So, I mean, if you can get in during that transition phase, that's going to help you tremendously. And if even if they're firing their existing property manager, you can think through, OK, how do I?   Jason Hull (44:51) Yeah. Yeah.   John Casmon (45:06) work myself and get my name out there. And a lot of times, again, you're going to ask, right? You're going to ask other investors. If I were going through that process, I'm going to call my buddies into space, right? And say, hey, man, having a hard time, my current PM is not working out or we're not hitting our objectives, looking at some other options. Do you have any experience with these guys? What do you know about these guys? Or do you have anybody you could recommend? It's word of mouth, right? So that's what's going to start happening as well. So you kind of have to get out there and network and let folks know who you are, what you do. But you want to be someone who   people can say, yeah, these guys are amazing. You know, they, they only had an eight unit, but they crushed my eight unit for me. I'm sure they kill your 25 unit or your 50 unit. And you've got to start building that rapport and building your reputation in your market.   Jason Hull (45:44) Yeah.   Nice. This is good advice, my friend. So, cool. For those that maybe are investors listening to this show, ⁓ I'd love to hear a little bit about what you do, how you do run your syndication, and how they can ⁓ make things more passive, if that's what they're looking   John Casmon (46:08) Yeah, man. So there are lots of different ways to get in. If you are looking to be more passive, ⁓ high level, here's how it works. OK, so first and foremost, me and my team would go out. We look for the deals. We focus on a really tight radius. So we're in Cincinnati. We like Cincinnati, Columbus, Louisville, Kentucky. Really a two hour radius of the Cincinnati market is where we focus. And right now we actually think there's more opportunities locally. So we're really honed in on Cincinnati right now. But we focus on that once we find a deal.   We reach out to folks in our network. So we have folks in our investor list. ⁓ Once they're on our list, we kind of have a quick vetting process and then we can share opportunities with them. Once they see that opportunity, they get a chance to review it. We like to have a webinar where we answer any questions about the deal. I think for new investors, it's a great way to learn because we have a lot of experienced investors who ask very intelligent, thoughtful questions that   Many first time investors probably would not even think of. And that's a great way to learn, right? And ultimately when it comes to this space, it's really about education. know, it's educating yourself, understanding how you think about risk, how you mitigate risk in your investment choices. And those webinars are a great chance for you to learn about that the first time. Once you've done that, you can go ahead and fill out our official paperwork with our SEC documents.   Jason Hull (47:30) Mm-hmm.   John Casmon (47:30) And then   once you're through there, you can make the investment. But the first thing is just to get on our list, you can have access to the deals. And before you do that, we've actually put together a guide that can help people because I found that when I have these calls, people don't ask great questions. Sometimes they do. But I want to make sure that you are informed and well educated because this is a big investment. You know, this is not a 599 thing. And if it doesn't work out, OK, well, I just wasted six bucks. No.   Jason Hull (47:54) .   John Casmon (47:59) We're asking you to make a pretty large investment, whether it's with us or with others. If that's what you're looking to do, I want to make sure you're well informed. So we put together a guide. It's seven questions you must ask before investing in apartments. You can get that on our website. It's casmancapital.com slash seven questions, but it gets into questions around the market itself, the operating team, what you should be looking for, the deal. What is the story of this property? What's the business plan? And it helps you identify different levels of risk because the reality is   Anything can work, but you want to mitigate risk as much as possible, particularly when you're a passive investor, because you are basically saying, I'm trusting these people to find the right deal and execute. And you want to make sure that you are finding and identifying the right individuals who have a proven track record doing the thing that they are asking to do. When I hear about people losing money in real estate. At least 50, if not 70 % of the time.   Jason Hull (48:35) Hmm.   John Casmon (48:57) It is someone doing something for the first time. It is the first time in the market, first time doing this kind of deal, first time doing this kind of business plan. And. I can't tell you how frustrating it is because it's a big red flag, and it's not to say they can't do it and can't have success. But if it's your first time, I want to see how you're mitigating that right. You want to partner with someone who does have the experience you want. Like there are lot of things that you can do to put the odds in your favor. And when you're a passive investor.   Jason Hull (48:59) Mm, yeah.   John Casmon (49:26) It is not your job to hope. Your job is to analyze the information in front of you and make an informed decision. So this guide can help you do that.   Jason Hull (49:34) Yeah, love it. I'm going to run a quick word from our sponsor real quick. Our sponsor for this episode is Vendero. And many of you tell me that property management maintenance is probably the least enjoyable part of being a property manager and definitely the most time consuming. But what if you could cut that workload by up to 85 percent? That's exactly what Vendero has achieved. So they leverage cutting edge AI technology to handle nearly all your maintenance tasks from initiating work orders.   Troubleshooting, coordinating with vendors and reporting. This AI doesn't just automate, it becomes your ideal employee. Learning your preferences, executing tasks flawlessly and never needing a day off and never quitting. This frees you up to focus on the critical tasks that really move the needle for your business, whether that's refining operations, expanding your portfolio or even just taking a well-deserved break. Don't let maintenance drag you down. Step up your property management game with Vendero. Visit vendero.ai slash door grow today and make this the last maintenance hire you'll ever need.   All right, so John, this is super helpful. love you've got your list. ⁓ You got your webinar, you've got your guide. I would recommend property managers listening to this. If they're curious about the world of syndication, that they start getting into your stuff and seeing how an expert like you is doing this and maybe even get involved in some of the deals with you or something might be a good idea. And they can kind of get a feel for how this works. And then maybe they'll say, I don't want to do what John does.   And I'll just find people that do, but they'll at least understand how they could partner with people like that. then, or they may decide, you know what? John's clever, but I'm clever too. I might be able to figure out how to do this too. And maybe they'll do it too. And, but I think there's a solid opportunity for property managers that want to be in the multifamily space and do multifamily management to find third party people that are doing these syndication deals. They need good property managers and property managers want more doors and they want to grow.   And if you don't, because your business sucks and it's uncomfortable, then reach out to me. I'll help you out. We'll get you dialed in. But ⁓ John, what else would you say to the investors that are maybe they're familiar with this and they've done some real estate investing and they've worked with some syndications ⁓ and they get on your list to do the webinar. What would you say to them next?   John Casmon (51:56) Yeah, I think the biggest thing is understand what you're looking for. You know, I think one of the biggest challenges for investors is when you can't pull the trigger, it's typically because you haven't figured out what you're solving for. Are you looking for passive income? So you're just looking for a cash flow? Are you looking for long term wealth appreciation? Are you looking for tax benefits and to reduce kind of your tax liability? Do just want to diversify? Maybe you got feel like you have too much in a stock market, just like we put something somewhere else. So.   Figure out what you're actually solving for. Understand your risk tolerance, you know, because every deal is different. In our case, we do value add B class deals. That's a fancy way of just saying we like properties that already making money that are solid, solid tenant based. Think of when I say B class, I'm thinking of all stuff that was built maybe 30 years ago, maybe 40, maybe 20 years ago. Stuff that.   your teachers, your firefighters, your police officers, places where they might rent. So desirable locations, not luxury, not super high end, not, you know, super courts, everything. ⁓ But, you know, places that you would want your kid, your kid was in college, places you would be fine with your kid living, right? So you're thinking about that stuff. That's, you know, I don't say affordable stuff. That's not crazy price. So that's kind of what we focus on.   Jason Hull (53:15) So would   that be like, is that how you find the best markets then?   John Casmon (53:21) That's part of it. That's our strategy. There are different strategies that people utilize. I have found for us that is a sweet spot where we can take those kind of assets, modernize them and create value for potential renters. Some people like to focus only on they call it core plus right where they're buying newer stuff, stuff built five years ago or three years ago. And maybe it was, you know, leased up and they're just going to go in and hold it longer. You'll find other ways to add more money through amenities.   Jason Hull (53:35) Okay.   John Casmon (53:50) So some people do that strategy. Some people like older properties where they're buying more distressed or much older properties and are trying to fully renovate them and bring them up. There are strategies out there, something like new construction, stuff that doesn't exist. They want to build from the ground up. So it really comes down to you. Every investing strategy has a different level of risk. This has nothing to with real estate, right? This is investing in general. you're buying, you know, know, value stocks versus growth stocks versus Internet, it's the same stuff, right?   So you just have to figure out your level of risk. We like value at B-class multifamily deals. Once you understand your level of risk and balance that with your return expectations or projections, that's when you can figure out which investments actually make sense. You know, I have some folks who they like to invest in what we call trophy assets. And...   They may not know that right away, but when you send them a couple of deals and they look at the property like, ⁓ it's okay. They want something. They want something they can brag about. They want to drive you by like, see that building over there? That's me. And if that's fine, if that's what you want, understand what comes with that, right? That's going to be a lower term, right? Because these are, there's not much value to create, right? You've got a brand new property. It's A class, rents are $2,500. There's not a whole lot you can do there. And because of that,   Jason Hull (54:49) Yeah, they don't want to show that off. Look what I'm connecting.   OK, right.   Thank   Yeah.   John Casmon (55:13) There's not as much risk. So you're going to get less return because there's less risk. That's fun. Some people want to maximize their return, right? Hey, I don't need this money. I want to let it ride for 20 years. So they might want to do new construction or they might want to do a deep discount, highly distressed vacant property that needs, you know, $50,000 per unit to renovate it and turn around because the upside is there. So it just depends on that investor and your level of risk. Right. And most of us fall somewhere in the middle.   Jason Hull (55:27) Thank   John Casmon (55:43) which is kind of our strategy. figure out your level of risk tolerance, what you're looking for. And sometimes you don't know until you start looking at a Because you might think you're a cashflow person until I show you what cash flows. And you're like, oh, no, I don't want to be in that de

In this episode of WHAT THE TRUCK?!?, hosts Malcolm Harris and Michael Vincent break down a volatile week in global logistics where political shifts and cartel violence are fundamentally redrawing the map of North American trade. The discussion centers on the "green gold" wars at the border, exploring a high-stakes reality where cross-border freight has shifted from a capacity challenge to a survival mission. Following the killing of a major cartel boss, violence along U.S.-Mexico freight corridors has surged, prompting shelter-in-place orders for U.S. citizens and a spike in cargo theft. Adding to the complexity, the hosts analyze the economic ripples of President Trump's new 10% global tariff, implemented in the wake of a Supreme Court ruling that blocked emergency trade powers. Shifting focus from the border to the facility, Justin Malone, Director of Field Safety at The Miner Corporation, joins the show to highlight why the loading dock—rather than the open highway—is often the most dangerous part of an operation. Malone breaks down the "handoff" moment where communication between drivers and facilities frequently fails, leading to life-threatening risks. He dives deep into the phenomenon of "trailer creep," explaining why this silent killer occurs and how basic safety tools like wheel chocks and dock locks are often dangerously ignored or misused. The conversation then turns toward the financial core of logistics technology with Matthew Everson, SVP of Sales & Marketing at IntelliTrans. Everson challenges the industry's current obsession with visibility, arguing that tracking dashboards can become "money pits" if they aren't balanced against carrier economics. He asserts that the true financial center of gravity for shippers lies in carrier performance and selection, focusing on the specific KPIs that actually drive profitability. Amidst this tech-heavy discussion, Everson also notes Nashville's rise as a critical emerging hub for both logistics and technology. The episode rounds out with a look at major industry headlines, starting with a judge's approval of $150,000 UPS driver buyouts. The hosts debate whether this move signals a strategic labor reset or serves as a warning sign for the broader industry. Finally, the team covers the immediate logistical impact of a massive winter blizzard that has ground container terminals to a halt at major Northeast ports, adding further strain to an already pressured supply chain. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Most practices have plenty of numbers but still feel unclear about what to work on next. In this episode, Kirk Behrendt talks with Miranda Beason about why many dental practices don't have a data problem — they have a focus problem — and how to use quarterly priorities and the right metrics to create alignment, reduce chaos, and make steady progress toward annual goals. To learn how to set focus, choose what to measure, and lead your team with calmer, clearer direction, listen to Episode 1012 of The Best Practices Show!Main TakeawaysMore data does not create clarity unless the practice has clear priorities and a defined direction.Annual planning works best when it's translated into quarterly priorities that connect to day-to-day execution.When focus is missing, leadership often reacts to what feels urgent or “loud” instead of following a strategy.Practices build momentum when they choose two to four priorities for a 12-week quarter and measure progress consistently.Tracking fewer, quarter-specific metrics is more effective than maintaining a constant list of 30–40 KPIs.Weekly reporting improves a team's ability to make timely changes compared to waiting until the end of the month.Metrics gain traction when leaders clearly communicate the purpose, the team's role, and how the focus supports the patient experience.Snippets00:00 Metric Monday Kickoff: Data Doesn't Fix Everything01:57 Meet Miranda: Most Practices Have a Focus Problem02:40 Why Data Creates Alignment (and Removes Emotion)04:52 When You Get It Wrong: Chaos, Fires, and Moving Targets08:11 Real-World ‘Loud' Moments: Snow Days, Short Months & Panic09:44 When You Get It Right: Annual Goals → Quarterly Priorities13:06 Leading vs. Lagging Indicators: Staying Calm Under Pressure14:27 What You Can Do Today: Pick a Focus + Track the Right KPIs16:28 Report Weekly, Celebrate Wins, and Tie Metrics to Patient Experience17:47 Wrap-Up: Get Help, Stay Focused, and Build a Better PracticeGuest Bio/Guest ResourcesMiranda Beeson has over 25 years of clinical dental hygiene, front office, practice administration, and speaking experience. She is enthusiastic about communication and loves helping others find the power that words can bring to their patient interactions and practice dynamics. As a Lead Practice Coach, she is driven to create opportunities to find value in experiences and cultivate new approaches.Miranda graduated from Old Dominion University, and enjoys spending time with her husband, Chuck, and her children, Trent, Mallory, and Cassidy. Family time is the best time, and is often spent on a golf course, a volleyball court, or spending the day boating at the beach.More Helpful Links for a Better Practice & a Better Life:The Best Practices Show: https://www.actdental.com/podcast/Best Practices Association:

בפרק זה של הפודקאסט "על המשמעות" עו"ד תמיר דורטל מארח את אביתר שורש, יזם הייטק ופעיל מרכזי בתנועת "הרבעון הרביעי", לשיחה על עתיד הפוליטיקה הישראלית והצורך בברית ציונית חדשה.שורש, שהגיע משורות תנועת השלום והשמאל הציוני, משתף בתהליך האידאולוגי המטלטל שעבר, שהגיע לשיאו בשבעה באוקטובר, והוביל אותו למסקנה שהקונפיגורציה הפוליטית הנוכחית בישראל אינה משרתת עוד את הציבור. במהלך הראיון, אביתר מסביר מדוע הסכסוך הפלסטיני "ירד מהשולחן" עבור חלקים נרחבים בשמאל, וכיצד נוצר מצב שבו 80% מהישראלים מסכימים על כמעט 100% מהנושאים המהותיים, מביטחון ועד רפורמה משפטית, אך המערכת הפוליטית ממשיכה לתמרץ פלגנות. הוא מציג את המתווה של "הרבעון הרביעי" לממשלת אחדות כפויה, כזו שתמנע מהקצוות להחזיק את המדינה כבת ערובה ותאפשר טיפול בבעיות העומק: גיוס ושילוב חרדים, הגדלת מספר השופטים וגיוונם, וחיזוק הריבונות בנגב ובגליל.השיחה נוגעת גם בחוסן של הכלכלה הישראלית והייטק בפרט, למרות המלחמה הממושכת, ובפוטנציאל הטכנולוגי העצום של ישראל כמרכז עולמי לבינה מלאכותית ונהיגה אוטונומית. אביתר משתף בסיפורים מהשטח, החל מסיורים בשומרון עם אנשי מחאת קפלן ועד למפגשים עם מתכנתים חרדים "שקופים" למערכת, ומדגיש את החשיבות של חיבור בין הקבוצות המשרתות והיצרניות בחברה.מהן ההשלכות של כניסת רכבים אוטונומיים לישראל בביקורו הקרוב של אילון מאסק? מדוע הרפורמה המשפטית היא הכרחית גם עבור אנשי מרכז-שמאל? וכיצד ניתן לשבור את ברית החרמות הפוליטית כדי להקים ממשלה שתעבוד עם תוכניות עבודה ו-KPIs ברורים? האזינו וגלו.00:00:00 הציניות בפוליטיקה הישראלית והצורך באמון מחדש00:05:30 חוסנה של הכלכלה הישראלית בזמן מלחמה00:08:50 המהפכה האוטונומית של אילון מאסק בישראל00:11:15 התהליך האישי: משמאל רדיקלי להבנה ביטחונית חדשה00:15:50 הקטר של ההייטק הישראלי והקשר למדינה00:22:00 ברית ציונית: חיבור בין הליכוד, הציונות הדתית והשמאל המתון00:32:00 מדוע הסכסוך הפלסטיני כבר לא על השולחן00:45:30 רפורמה משפטית בהסכמה: המתווה של הריבעון הרביעי00:59:00 הבעיה המבנית במערכת המשפט והצורך בגיוון שופטים01:05:00 שילוב וגיוס חרדים: בין פוליטיקה לכלכלה01:21:00 האם ממשלת אחדות היא הכרח או טקטיקה פוליטית?01:34:00 שינוי שיטת הבחירות והורדת אחוז החסימה01:40:00 סיכום: הבשורה הישראלית לעולם והתקווה לעתיד#פודקאסט #על_המשמעותSupport the showתוכנית המנויים "על המשמעות פלוס" ➕: https://bit.ly/MashmaPlus גישה מוקדמת לפרקים

Emer Kennedy, Dairy Enterprise leader, Teagasc Moorepark and Joe Patton, Head of Dairy Knowledge Transfer, join James Dunne on this week's Dairy Edge to discuss the recently launched Teagasc Dairy Roadmap 2030 — a blueprint for where the Irish dairy sector needs to go over the remainder of this decade.  The roadmap sets out clear KPIs across profitability, sustainability, breeding, labour and environmental performance. For more episodes from the Dairy Edge podcast go to the show page at:https://www.teagasc.ie/animals/dairy/the-dairy-edge-podcast/ The Dairy Edge is a co-production with LastCastMedia.com

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

Welcome to the latest episode of LIFTS, your bite-sized dose of the Latest Industry Fitness Trends and Stories. In this episode, hosts Matthew Januszek and Mohammed Iqbal are joined by Troy Taylor from Tonal to explore one of the most important shifts happening in fitness today: strength as the foundation of longevity. Drawing on connected strength data from thousands of members, this conversation examines a surprising insight — in many cases, 60-year-olds are matching or outperforming 30-year-olds in relative strength gains. The difference isn't age. It's consistency, progressive overload, and measurable outcomes. As the industry shifts from aesthetics and performance toward healthspan and preventative health, the discussion explores what truly matters as we age. From muscle mass and maximal strength to power and velocity, Troy explains why lower-body power may be one of the most important predictors of long-term resilience, fall prevention, and independence. The episode also explores minimal effective dose training, advanced tools like eccentric overload, and the growing role of connected strength technology. For operators, this conversation challenges traditional KPIs such as check-ins and time-in-gym, making the case for tracking strength progression and real outcomes instead. This episode moves beyond trends to examine what fitness operators, brands, and leaders should prioritise if the goal is not just participation — but measurable progress and long-term health impact. In this episode, we cover: • Why older members often outperform younger ones in relative strength gains • The real driver of progress: consistency and progressive overload • Why strength is becoming foundational for longevity • Muscle vs strength vs power — and why power matters most as we age • Minimal effective dose training and why 20–35 minutes works • Why lower-body power is critical for healthspan and fall prevention • Why operators must shift from tracking visits to tracking outcomes

In this video, we dive into why B2B partnerships are one of the most powerful (and underused) growth strategies in 2026, and how to get your first one off the ground.We cover:Why partnerships act as a trust shortcut with your target audience, how rising paid media costs (up ~14% per year) are making partnerships more essential than ever, and the exact 4-step framework to land your first B2B partnership.If you are a B2B marketer or founder struggling with rising customer acquisition costs and want a more affordable, high-trust way to reach your ideal customers.Tune in and learn:- Why partnerships transfer trust from aligned brands to your audience- How overlapping ICPs make partnerships more effective than cold outreach- Why AI-generated content is making owned audiences even more valuable- The importance of executive buy-in and clear KPIs to make partnerships stick- Brian's #1 tip: don't go for the big fish first. Start with complementary, similarly-sized partners- The 4-step action framework: identify, shortlist (top 3–5), reach out, and go deep-----------------------------------------------------

Battery storage is scaling fast.But scaling portfolios exposes weaknesses most owners never see coming.As projects move from single sites to gigawatt-hour fleets, many IPPs discover something uncomfortable: they have dashboards - but not decision-grade visibility.In this Episode, Lennart Hinrichs, EVP and General Manager of the Americas at TWAICE, explains what actually changes once batteries begin operating at scale.We discuss:Why state of charge (SOC) is foundational — but insufficientHow LFP chemistry complicates measurement more than most assumeWhat derating really does to revenue and dispatch confidenceWhy overbuild can mask deeper performance issuesWhat actually causes most battery fires (and what doesn't)How data transparency reshapes warranty disputes and financial riskThis isn't a founder story.It's a practical conversation for asset owners, operators, and performance engineers who want fewer surprises over the life of their storage assets.If you operate or finance battery projects, this episode will sharpen how you think about KPIs, safety, and operational confidence.Listen in.Are there other technologies you've scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf you want to connect with today's guest, you'll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is also sponsored by Nextpower!You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.Remember, you can always find resources, learn more about today's guest and explore recommendations, book links, and more than 875 other founder stories and startup advice at www.suncast.media.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn -...

If your dental practice isn't growing, it's tempting to blame marketing, staffing, or “the economy.” But what if the real problem is leadership avoidance?  In this episode, we break down the uncomfortable truth behind scaling a dental practice: growth requires change, and change requires discomfort. If you want to increase case acceptance, improve phone conversion, reduce no-shows, build a stronger team, and create consistent profitability, you can't keep running your practice like a group chat where everyone has opinions and nobody has decision rights. We talk about why cash flow, KPIs, referrals, and profitability are lagging indicators, and how the leading indicators (cadence, training, oversight, systems, and consistent leadership) are what actually create a scalable dental organization.  This is for dentists, practice owners, and DSO-minded operators who want real practice growth, stronger culture, better execution, and a business that doesn't collapse under pressure. If you're ready to stop avoiding hard conversations and start leading like a true Dentist CEO, this episode is your wake-up call. Highlights: → You'll learn why most “people problems” in a dental office are actually leadership problems, and how oversight and training fix what software can't.  → We unpack how to tell the difference between leading indicators vs lagging indicators in your dental practice KPIs, and why profitability can hide a fragile culture.  → You'll hear why consistency matters more than charisma for dentists who want trust, retention, and execution.  → And we lay out how a real operating cadence, scorecards, communication rhythms, and clear decision rights, turns chaos into scale. To connect with Dr. Buske follow the links below -  LinkedIn Instagram Facebook Limitless Dentist Academy Join Dental Syndicate HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

Sahil Kamani, is a Berlin-based senior finance leader and FP&A professional at Ellie (Volkswagen Group), Starting at a credit rating agency in the wake of the 2008 financial crisis — inspired, fittingly, by a fascination with the documentary Inside Job — Sahil moved through regulation, capital markets, and an MBA before pivoting into operational finance  In this episode:  Being the person handing out credit ratings  Cash burn and the KPIs that matter most in a turnaround What bankers and regulators instinctively look for  How the CFO you work influences your storytelling Being CFO of Berlin's fastest-growing pickleball club.   Sahil R Kamani on LinkedIn:https://www.linkedin.com/in/sahilrkamani/

Many groups calling themselves teams are actually "TINOs" (Teams In Name Only) — collections of individuals focused on their own functional KPIs rather than collective goals. Transforming them into real teams needs three critical elements: a shared goal that transcends individual targets, genuine interdependence through cross-functional strategies, and executing together on making work visible and collaborative.Three reasons to listenIdentify the telltale signs you're in a Team in Name OnlyTransform TINO behaviour into genuine teamworkBuild psychological safety and interdependence amongst team members so they feel supported rather than isolatedEpisode highlights[00:01:58] What is a TINO?[00:05:31] Defining a clear team[00:10:27] The challenges of increased visibility[00:12:53] You don't need to wait for a crisisLinksTrack and improve your team performance with SquadifyLeave us a voice note

How many KPIs are too many — and how do leaders know which metrics actually matter? Episode page In Episode 7 of Lean Coffee Talk, Mark Graban and Jamie Flinchbaugh explore how organizations overload themselves with metrics, why some “red” indicators fail to drive action, and how to evaluate whether KPIs are still relevant. They also discuss the role of change management in Lean transformations, why people don't resist change itself but fear things getting worse, and how engaging employees early leads to more sustainable improvement. Along the way, they connect lessons from Olympic controversies, construction megaprojects, coffee brewing methods, and even Starbucks stir sticks to core Lean ideas about customer value and “jobs to be done.” A thoughtful, wide-ranging conversation about leadership, measurement, culture, and curiosity.

In this episode of Storage Wins, Alex Pardo works with Dan Wentzel to confront two of the biggest silent killers of progress: over-preparation and inefficiency. What starts as a check-in on wins and challenges quickly turns into a deep dive on mindset resistance, wasted time, and why "getting ready" often becomes the reason offers never get sent.   Alex challenges Dan to stop treating seller calls like exams, start having real human conversations, and simplify the process of getting offers out the door. This episode is a blend of mindset reset and tactical clarity—designed to help action-takers stop overthinking and start executing.     You'll Learn How To: Break free from over-preparation that's killing your momentum Have confident seller conversations without scripts or perfect data Identify and track the KPIs that actually drive acquisitions Simplify the offer process so speed doesn't come at the cost of confidence Reclaim wasted time and refocus on needle-moving actions     What You'll Learn in This Episode: [1:16] Why this season is built on real-time accountability [4:37] The mindset voice that tells you to quit—and how to shut it down [9:41] Why unmet expectations fuel doubt and hesitation [13:36] Massive imperfect action vs. waiting for certainty [19:18] "Data, not drama": why KPIs matter more than feelings [23:13] The four acquisition KPIs Dan must track weekly [29:15] How over-preparing for calls is costing deals [32:07] The only information you truly need to make an offer [34:39] Why counting units online is a waste of time [37:47] Making conservative offers without killing opportunity [45:09] Simplifying the process to increase offers and conversations [50:28] Structuring the day for efficiency instead of burnout [55:44] Dan's commitment going forward       Who This Episode Is For: Investors who feel busy but aren't producing offers Listeners stuck overthinking calls, deals, or next steps Anyone struggling to balance preparation with execution People who need clarity on what actions truly matter     Why You Should Listen:   Most people don't fail in self-storage because they lack knowledge—they fail because they create friction where none is required. This episode shows how overthinking, inefficiency, and poor time use quietly stall progress.   If you've ever said, "I just need to prepare a little more before I act," this episode will help you recognize the trap—and get out of it.     Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/     Have conversations with at least three storage owners, brokers, private lenders, or equity partners inside the Storage Wins Facebook Group. Join for free here: https://www.facebook.com/groups/322064908446514/  

This episode is a masterclass in what it actually takes to build a real business, not the Instagram version, not the overnight-success fantasy, but the gritty, human, systems-driven reality of creating something that lasts.In this powerful conversation, Josselyne Herman-Saccio sits down with Dr. Susie Carder, known as the “Profit Queen,” to unpack the truth behind money, systems, leadership, and what happens when passion turns into pressure. Susie's story doesn't start with spreadsheets or venture capital. It starts with survival. As a single mom with no back door, no alimony, and no safety net, she learned business because she had to. What followed was a rise from hairdresser to six-figure solo entrepreneur, to salon owner, to industry leader, to building and scaling multiple multimillion-dollar companies across industries.You'll also hear a grounded, practical breakdown of what actually builds multimillion-dollar companies, without hype or shame.In this episode, you'll learn:Why having “no back door” forces clarity, action, and resultsHow passion can turn into burden if systems and profit aren't designed intentionallyWhy most entrepreneurs underprice, and how pricing mistakes quietly destroy profitabilityThe difference between busyness and a real businessWhy metrics, KPIs, and financial roadmaps matter more than motivationHow trauma, failure, and loss become accelerators when integrated instead of avoidedIf you're ready to stop surviving your business and start leading it, this conversation will meet you exactly where you are.Get Your Free Freedom With Money Workshop with Tyrone Jackson, Josselyne and Robin Quivers from The Howard Stern ShowDr.Susie Carder  Million Dollar Business Health Assessment Totally Free! https://www.videoask.com/f0n3b2r7nFind Dr.Susie Carder At:Website: https://drcardersystemscheck.com/Connect With JosselyneWebsite: beunmessablewith.comInstagram: @beunmessablewithFacebook: UnmessablewithnessLinkedIn: josselyneherman-saccioYouTube: @beunmessablewith

Financials don't have to be intimidating and in this episode of Roots of Success, you'll learn why! Join hosts Jason New, Chris Psencik, and Jim Cali as talk with fellow ACE facilitator Jennifer Murray, a former banker and finance professor, and Ian Hanemann, ACE Peer Group financial analyst, to break down the essentials of financial checkups, valuations, and benchmarking for landscaping professionals. Discover the real stories behind business transformations, tips for leveraging KPIs, why "live" numbers matter, and how team involvement turns financial goals from solo stress into company-wide wins. Whether you're planning for growth, exploring acquisitions, or just want the confidence to make smarter business decisions, this episode is the episode for you.  THE BIG IDEA:   Let numbers drive decisions  KEY MOMENTS:  [00:00] "Financial Insights for Business Growth" [05:14] "Ian: The Voice of Confidence" [08:08] "Learning Business Beyond Landscaping" [10:22] Peer Group KPI Analysis Process [14:00] Business Financial Health Checkup [18:36] Critical Business Planning Insights [20:43] "Shifting Trends in Business Acquisitions" [24:58] "ACE Program: Master Your Financials" [27:23] "Mastering Business Financial Language" [29:41] "Tracking Cash Flow Strategically" [35:01] "Valuing Businesses via EBITDA" [38:06] "Working Smart, Not Hard" [41:27] Importance of Live Financials [43:30] "Client's Breakthrough with Finances"  QUESTIONS WE ANSWER  What are some of the key financial metrics that companies should focus on to drive their business forward?  How does understanding trailing 12-month numbers help landscaping businesses mitigate the effects of seasonality?  Why is benchmarking considered a valuable tool for business owners in the green industry?  Can you describe the process and impact of conducting a financial health checkup for a business?  What is the significance of having a proactive plan regarding cash flow when taking on new contracts or expanding capacity?  In what ways do team members beyond the finance department contribute to improving a company's key performance indicators?  How can companies benefit from knowing the difference between direct, indirect, and overhead expenses?  What are some real-world examples of how businesses have used financial benchmarking or evaluations to inform acquisition decisions?  Why might maintenance revenue streams be valued higher than installation services during a business valuation?  What practical steps can a business owner take to ensure their financial reporting is both timely and actionable for operational decisions?   

In this episode of Mastering eCommerce Marketing, host Eitan Koter sits down with Megan Vasquez, Director of Creator Strategy and Strategic Marketing at Grin.Megan shares what she has learned from working across beauty brands, agencies, and large e-commerce companies. Creator marketing is no longer a side project. It is expected to deliver results.They cover how to forecast revenue from influencers, how to align campaign goals with the right creators, and why reducing friction in the buying process makes a big difference.Megan also talks about TikTok Shop, affiliate strategy, and the importance of long term creator relationships.If you want a clearer view of how creator marketing drives sales today, this episode is worth listening to.Website: https://www.vimmi.netEmail us: info@vimmi.netPodcast website: https://vimmi.net/mastering-ecommerce-marketing/Talk to us on Social:Eitan Koter's LinkedIn | Vimmi LinkedIn | YouTubeGuest: Megan Vasquez, Director of Creator Strategy & Strategic Marketing at GRINMegan Vasquez's LinkedIn | GRINWatch the full Youtube video here:https://youtu.be/4J9Dit-kIC4Takeaways:The creator economy is evolving and growing rapidly.Data-driven marketing is essential for success in the creator space.AI can help streamline processes and enhance creativity.TikTok has revolutionized e-commerce and product discovery.Brands must focus on building authentic relationships with creators.Neglecting brand affinity can lead to poor performance in campaigns.Long-term contracts with creators foster trust and better results.Clicks and audience sentiment are crucial KPIs for campaigns.User-generated content often outperforms traditional marketing.Grin is focused on meeting market needs with innovative solutions.Chapters:00:00 Introduction to the Creator Economy02:29 The Evolution of the Creator Economy05:18 Data-Driven Marketing in the Creator Space08:14 Balancing Self-Service and Hand-Holding in SaaS11:08 The Role of AI in Marketing and Content Creation13:49 The Impact of TikTok on Social Shopping16:45 Common Mistakes in Creator Programs19:49 Building Long-Term Relationships with Creators22:47 Key Performance Indicators for Campaign Success25:26 Future Plans for Grin and the Creator Economy

Most data teams do not have a tooling problem. They have a customer service problem.Mo Villagran, Associate Director of Insights, Analytics, and Data at Cambrex, argues that stakeholder expectation management is the difference between being a trusted advisor and being an order taker."In a simple word, it's really just customer service."In this episode, Mo breaks down how to manage stakeholder expectations, define expected delivery value, and keep projects aligned to real business outcomes instead of chasing rebranded tools. She shares why simple solutions often win, how to show progress even when the work is plumbing, and why qualitative stakeholder testimony beats dashboard count KPIs. You will also hear how she thinks about AI as a tool, when it works, when it is just a cool toy, and how to build trust by demoing in real time.00:02:00 Stakeholder expectation management is customer service00:03:00 Why skeleton teams can still deliver value00:06:00 Who defines expected delivery value, and how to shape it00:09:00 Negotiate expectations, do not become an order taker00:18:00 How to show progress when there is nothing visual00:21:00 Stop chasing quantitative KPIs, win with testimonySubscribe and share this episode with anyone who is knee deep in stakeholder management.

Most brands think viral marketing takes months of planning and massive budgets. Nick Tran engineered it in 72 hours. In this segment from Marketing Trends, the former Global Head of Marketing at TikTok breaks down the exact reverse-engineered playbook that turned unknown creators like the Ocean Spray skateboarder into overnight viral sensations, and why the traditional 2-3 month campaign timeline is dead. From understanding why Nick tells marketing leaders to "kill your KPIs" and hire for intuition instead, to learning how he identified viral potential before it happened, this is a masterclass in speed-to-market and cultural relevance. If your team is still running 90-day campaign cycles while competitors are shipping in weeks, this framework will show you exactly what you're missing, and how to move faster without sacrificing quality. Chapters:00:00 - The Reverse-Engineered Playbook04:32 - Project Cheetah: 72 Hours to Viral09:15 - Moving Upmarket Without Losing Your Soul13:48 - Five Things Marketing Leaders Must Unlearn  This episode is brought to you by Lightricks. LTX is the all-in-one creative suite for AI-driven video production; built by Lightricks to take you from idea to final 4K render in one streamlined workspace.Powered by LTX-2, our next-generation creative engine, LTX lets you move faster, collaborate seamlessly, and deliver studio-quality results without compromise. Try it today at ltx.studio Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why do the most profound learning experiences often feel like getting lost in a good game?In this episode, Brian sits down with Christopher Icks, a philosopher, applied linguist, and experiential learning designer, to explore why "play" isn't just for kids—it's a vital engine for deep, transformative learning. From his work at the University of Oregon's CASTLES to his stewardship of Eugene's eclectic Resonance Building, Christopher reveals how we can design spaces and experiences that foster genuine connection, wayfinding, and what he calls "vital surplus."They dive into the tension between rigid institutional metrics and the messy, beautiful reality of how we actually learn. Get ready to question the classroom circle, embrace a little vertigo, and discover why a "Bring Your Own Puppet Party" might just be the future of professional development.