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When you are a brand selling products that fuel a lifestyle, there can often be a ton of education, inspiration, and connection that needs to happen with the shopper before they convert. The team at Brompton Bicycles, creator of the foldable bike, is led in the Americas by Juliet Scott-Croxford. One of the marketing approaches they have refined to achieve that connection is bespoke campaigns with influencers that can attract new consumers and inspire a test drive. She joins the podcast today to walk us through the power of authentic influence and, done right, the multiple KPIs it can drive to enhance a brand and accelerate a sale.
Time management for lawyers isn't just a productivity hack, it's the key to freedom. What if you could take around 200 days off a year without your firm collapsing, and actually increase law firm profitability in the process? That's exactly what Arizona probate, trust, and estate litigator Attorney Kent Berk has pulled off. In this episode of Great Practice, Great Life., Kent joins Steve to share how he went from overwhelmed and burned out, ready to walk away from his law practice, to leading a focused, profitable firm built on smart law firm business strategy and intentional law firm leadership. You'll hear how coaching, accountability, and a handful of mindset shifts helped him protect his time, reduce stress, and drive serious law firm growth. Steve and Kent break down the operational side of that transformation: revamping human resources, tightening law firm hiring practices, building an in-house training engine with AI-driven modules and real assessments, and aligning compensation with clear KPIs. With support from Practice Advisor Daniel Struna and the Atticus team, Kent redesigned his law firm operations so his team can train, make decisions, and move cases forward even when he's not in the office. From rethinking compensation structures and productivity metrics to embracing healthy conflict as a leadership tool, Kent's story is a practical blueprint for attorneys who want to step into a more intentional role, whether that's CEO, marketing director, or true firm leader. He shows how grit, clarity, boundaries, and a strong law firm culture can lead to exceptional client experiences and a life you actually enjoy. Whether you're overwhelmed or simply ready for your practice to support a better life, this episode delivers concrete strategies for attorney success, healthier law firm management, and meaningful, sustainable change. In this episode, you will hear: Kent Berk's transition from burnout to a balanced, profitable legal practice Strategies for reducing stress through delegation, in-house training, and AI-enhanced operations The importance of a growth-oriented mindset and redefining roles within a law firm Enhancing firm efficiency by refining human resources, aligning compensation with performance, and leveraging technology How to connect traditional pricing models with clear productivity metrics to improve financial performance Embracing conflict and mistakes as opportunities for team growth and improvement The benefits of taking significant time off to enhance creativity, focus, and firm profitability Subscribe & Review Never miss an episode. Subscribe on Apple Podcasts, Spotify, or YouTube. ⭐Like what you hear? A quick review helps more people find the show.⭐ Supporting Resources: Kent Berk: berklawgroup.com/team/kent-berk Berk Law Group: berklawgroup.com Daniel Struna, Esq., Practice Advisor & Attorney: atticusadvantage.com/team/daniel-struna Law Firm Coaching: atticusadvantage.com/coaching Team Leader Certification Program: atticusadvantage.com/law-firm-team-leader-certification The Berk Brief (YouTube Series): www.youtube.com/playlist?list=PL4HbIYjUOpFG9W1JbnMlqBZ3M8YkwMxb_ The Four Agreements by Don Miguel Ruiz: www.amazon.com/Four-Agreements-Practical-Personal-Freedom/dp/1878424319 Blog "Why Law Firms Lose Top Talent (And How to Fix It)": atticusadvantage.com/blog/why-law-firms-lose-top-talent Onboarding Guide: atticusadvantage.com/worksheets/new-hire-onboarding-guide If there's a topic you would like us to cover on an upcoming episode, please email us at steve.riley@atticusadvantage.com. Curious about growing your own practice? Contact Atticus to see whether our law firm coaching can help you strengthen attorney success, refine your law firm business strategy, and build a practice that actually supports your life. You can also sign up for our newsletter to get practical insights on how to grow a law firm: from law firm leadership and management to marketing, hiring, operations, culture, and profitability, so you can build a Great Practice and a Great Life.
"I spend most days trying to figure out how to do as little as possible. That generally leads me to trying to find and convince the smartest people I can find to help me build the thing."In this business owner spotlight episode, Bradley sits down with serial entrepreneur Graeme Barlow to discuss the blueprint for scaling businesses from $3 million to $30 million and beyond. Graeme shares his unconventional journey from selling video game items on eBay as a kid to building multiple eight-figure companies, including Iversoft, one of Canada's largest custom software development firms.The conversation explores what it takes to transition through different business growth stages, why simplicity beats complexity in operations, and how the role of the founder must evolve as the company scales. Graeme offers candid insights on hiring smarter people than yourself, the "teenage years" of business growth, and his practical 3-1-90 vision-setting framework.Graeme Barlow is a serial entrepreneur who has been building companies since childhood. He is currently a partner at Iversoft, one of the largest custom software development companies in Canada, which he has helped grow from a team of 6 to eight-figure revenue. Graeme has built two companies into eight-figure businesses, co-founded ProPet Software (servicing 5 million customers annually), and runs FounderLink, a community for scaling founders. He has invested in over a dozen companies personally and dozens more through funds, bringing extensive experience in SaaS, venture capital, and high-growth technology companies.Connect with Graeme Barlow:Website: grahambarlow.com,Social Media: @GrahamBarlow (all platforms),Iversoft: iversoft.ca,FounderLink: Founder community for scaling entrepreneurs,Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming...
At the heart of The Prophets' vision are “The 24 Essential Supply Chain Processes.” What are they? Find out, and see the future yourself. Click here Brand loyalty at Nissan isn't earned during a sale. It's earned later, when a driver needs a repair, and the part they need is already there. That moment shapes Darrin Lucas's work. He leads after-sales supply chain operations across the Americas, making sure vehicles stay in service instead of sitting in a bay waiting for parts.His team manages warranty support, service parts, and dealer inventory with one goal in mind: a repair should feel routine to the customer. The planning beneath it, however, is anything but routine. Instead of reacting to dealer requests, they work ahead of demand and stock items based on what they expect will be needed weeks from now.To make those decisions earlier and with more accuracy, Nissan is moving past traditional forecasting habits. The company utilizes AI-driven predictions, real-time performance dashboards, and automation in its distribution centers to prepare the correct parts before customers arrive for service. With better insight comes a different kind of supply chain partnership. Suppliers aren't just shipping parts; they're sharing data, adapting quickly, and helping Nissan support both production and service without sacrificing one for the other.Dealers are also part of the strategy. Darrin talks about advisory boards where dealers give feedback, test ideas, and influence how inventory gets planned. This helps Nissan prevent shortages before they occur, and it provides a clearer picture of what customers are actually experiencing in service bays, not just what spreadsheets predict.Darrin's own career mirrors the way Nissan wants the organization to work. He joined Nissan as a packaging engineer and moved into logistics, quality, and operations because leaders encouraged him to learn beyond his role. That gave him the perspective he uses today. Now, he leads by giving his team the same space to grow, allowing people to learn, think independently, and solve problems without being controlled by every metric. When people understand the business, the KPIs follow.Nissan views after-sales as an ongoing promise to customers who have already chosen the brand. It isn't a backup to manufacturing or a response to breakdowns. It's part of the relationship that continues long after the car leaves the showroom, earning loyalty through every mile the vehicle stays on the road.Themes discussed in this episode:How stocking service parts weeks in advance prevents vehicles from sitting idle at the dealershipThe shift from outdated forecasting methods to AI-driven demand planning in automotive after-salesHow automation in distribution centers speeds up service part delivery and reduces wait timesWhy suppliers must support both production and after-sales to meet customer repair expectationsThe increasing demand for OEM parts through e-commerce and how it disrupts traditional delivery modelsHow proactive parts planning turns after-sales into a strategic advantage instead of a reaction to breakdownsThe value of cross-functional experience in building leaders who understand the entire parts lifecycleThe responsibility of after-sales supply chain teams to maintain customer confidence after the saleFeatured on this episode:Name: Darrin LucasTitle: Director, Aftersales Supply Chain Operations Americas at Nissan North AmericaAbout: Darrin is the Director of Aftersales Supply Chain Operations for the
Profit Cleaners: Grow Your Cleaning Company and Redefine Profit
It's here. The last episode before the Profit Cleaners Masterclass, coaching, and the entire “old world” officially rides off into the sunset. In this special Final Call episode, Brandon Schoen & Brandon Condery give you one final nudge to take massive action before the doors slam shut on Cyber Monday.They recap what disappears forever, what you still get if you jump in now, and emphasize the power of community, the realities of entrepreneurship, and the importance of taking decisive action when opportunity appears. They also drop some cryptic-but-exciting hints about their secret 2026 project, new AI tools, and why community is the rocket fuel all entrepreneurs desperately need.
In this episode, Jamie shares the key themes she's taking into her 2026 planning — and why now is the moment to shift from working in your business to working on it. She also walks through what to expect in this year's Q1 planning workshop and pop-up community. In this episode you'll learn: • Why "radical responsiveness" is becoming a major differentiator • How to plan for outcomes instead of tactics • What owners should keep close instead of delegating • Why carving out R&D time (especially around AI) matters • How to think realistically about projects, KPIs, and capacity Join the Q1 2026 Planning Workshop: everythingcoworking.com/quarterly Resources Mentioned in this Episode: Q1 2026 Planning Workshop: everythingcoworking.com/quarterly Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube
Send us a textIn this episode of the Smarter Vet Financial Podcast, hosts Tom Seeko and guest Eric Benke dive into the financial side of veterinary practice ownership, focusing on the power of key performance indicators (KPIs) to drive profitability and growth. They explore metrics like client retention, revenue per DVM, and net profit margin—explaining how tracking the right numbers can reveal hidden gaps, improve compliance, and guide smarter business decisions. Eric also shares how implementing wellness plans can boost visit frequency and strengthen client relationships. Whether you're just starting to track metrics or looking to optimize your operations, this episode delivers actionable strategies for long-term success.If you'd like to contact Eric about Kanter Consulting Group's services or if you have any questions, visit their website here or call 813-855-5433. Smarter Vet Podcast-https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances. 5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessment Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice. Schedule a time-https://flveterinaryadvisors.com/contact-usCheck out our social media channels Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ
In this episode of The Digital Executive, host Brian Thomas welcomes Piet Buyck, global technology executive, AI strategist, and author of AI Compass for SC Leaders. With more than 30 years leading innovative IT solutions, Piet is on a mission to make AI-driven planning easy, accessible, and human-centered.Piet introduces the concept of the AI Compass—a framework that blends generative, agentic, and narrow AI to guide leaders through the complexities of modern supply chain planning. Instead of treating AI as just another tool, the compass helps organizations navigate uncertainty, break down functional silos, and move toward a more adaptive, holistic decision-making model.He emphasizes that AI should never replace humans, but instead amplify their judgment. Piet explains how to operationalize a “human + AI” decision model using a balance of accuracy, transparency, and fairness—determining what to automate, what to supervise, and what must remain human-led.The conversation explores why supply chain planning has remained stubbornly manual despite decades of technological progress. Piet outlines entrenched habits—rigid processes, siloed KPIs, and opaque numbers—that prevent companies from becoming AI-first. He shows how organizations can shift toward a more dynamic, assumption-driven, data-aware planning culture.Looking ahead, Piet describes the cultural transformation required for supply chain teams to thrive in an AI-augmented world: embracing continuous learning, developing data literacy, unlearning outdated practices, and building confidence to collaborate with AI systems rather than fear them. With the right mindset and governance, he believes companies can unlock massive value—far beyond traditional planning improvements.A must-listen for supply chain leaders, innovators, and anyone navigating the intersection of AI and organizational transformation.If you liked what you heard today, please leave us a review - Apple or Spotify.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Happy Thanksgiving! Kiera gives ideas of service opportunities, from a personal to a practice-wide scale. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and happy, happy Thanksgiving. I am so honored to share today with you. You guys, I love Thanksgiving. It used to not be one of my favorite holidays, but gosh, you know, the secret to living is giving and to have a day dedicated to gratitude, a day dedicated to love, a day dedicated to families and friends and to just come together and to remember how good our lives truly are. I think is beyond special. And I just want to say, for me, it would feel crazy for me not to jump on here and to say thank you to all of you. You guys are my favorite humans. You're the people that I love, that I get to talk to so many times a week, that I get to hang out with, that I get to see your stories, that I get to know personally and professionally, that I get to see your wins. I get to see you tag us on social media. I get to see the emails that come in. I get to see your reviews that you leave. I get to see you positively impacting the world of dentistry. And just to truly know, that you guys are doing so good out there. And I just want to say thank you. Thank you for being here. You guys, this podcast was a hope, a wish, a dream when I was hiking up, I'm not joking, Half Dome in Yosemite. And I thought there is nothing out there that's serving dentists and teens. And it's a niche and it's a space. And I'm going to come in and I'm going to positively impact. And I'm going to get both sides of the coin to come together to really, truly influence and impact dentistry in the greatest way possible. And that is such a huge testament to all of you for being here. for being a part of the Dental A Team family. So I just wanna say thank you for being here. And to this, I just wanna say like, if you've been an OG, thank you for being here from the beginning. And if you're a newbie, welcome. I hope that you feel loved. I hope you feel appreciated. I hope you just feel great. And I hope you remember how amazing life truly is. So I want you guys to just know that watching this podcast evolve, to seeing millions of downloads, to seeing us in so many countries, my like... It's mind boggling to me. It's crazy because when I built this, didn't know how many people would listen and to see the fans, to see the love, to see the raving fans, to see the clients come through, to laugh with you, to celebrate with you, to cry with you. I just want to say like, gosh, like this is a journey. It's a joy and it's an honor and it's a privilege because I know your time is your greatest asset. And so I just want to say thank you. And today with it being Thanksgiving, you know, I really just want you to know that I believe that the secret to living is giving. And we have a portion of our company called Live To Give. And I've talked about it on a few other podcasts. I've talked about how like, you know, it was back in 2019, I went to a Tony Robbins event. And a lot of you know how much I love Tony Robbins. That was because I caught one of my lightning moments in life where I was in a space so focused on myself and it was random because I was building a company called Live To Give. and that was where we were non-believable and we were like getting donations to help these nuns who didn't even have a house. Like it was crazy and we raised so much money so quickly and I've done it a few other times. Like another one idea was the Vibe prison ventures where inmates were actually like I went I actually went to the prison and it was crazy and I was scared out of my mind ⁓ but I saw these inmates take their skills that got them into prison which were not the best. and turn them into good and they pitched us their business ideas and to be able to sit there with them. That was another business that I got that was part of the Live To Give to be a part of that and to give back. And I found that so many of the times in my life that are my happiest moments are those where we like went above and beyond. And a few years ago, I talked about like probably my favorite Live To Give moment that we've ever had was when we were able to, one of my friends in Arizona, her son was struggling with stomach cancer and I really wanted to do a make a wish and make a wish is like really, really hard to get in touch with. And I had committed that year. I was going to do a make a wish. I didn't know what it was going to look like. I didn't know how we were going to do it. I told my team, this is what we wanted to do. And we found this boy and his goal, his dream was to go to Italy. And I was like, this is it. Like guys, this is it. We have a team member who's a stomach cancer ⁓ survivor as well. And I was like, this is it. This is our live to give. And our whole team was able to participate in it. We're able to give this, this child who's 12 years old, him and his family, a complete all expense paid trip to Italy when he got done with cancer and to give him the hope and the wish. And you guys like that moment in my life, I think about the ones that really impact us the most, the ones that changes, the ones that are like those lightning bolt moments. And I, the bulk of them are ones that we've been able to give to serve, to love. ⁓ We were able to last year as a team go and like help so many kids at the children's hospital. our team has done angel tree where we go and like shop for these families. And Shelbi and I, I remember we went shopping for a family of nine and that was the exact of my family. I think back to when I was at, ⁓ United Way and I was able to bring holiday magic to hundreds of families from the donations of others. And I remember there was a time where I just was feeling grumpy about life. I realized like, I haven't checked my, giving like vitals. in me in a while. I think about businesses and I think about all of you and we are constantly looking at our KPIs of our business. We're looking at the KPIs that drive us to success, but I'm like, what are the KPIs of our life that drive us to success? And maybe those are some of the pieces that are there. And I've just realized that giving and serving and loving should be an area that maybe we want to check those vitals, especially today. of where is my giving my love, my service, KPI? Is it high? Is it low? Is it on track? Is it off track? And I will say that if it's off track, today's a great day to get it on track. And maybe a couple of ways for us to give back is just to love a little bit more, to text someone today that you might love. A few years ago, my brother-in-law and I have a kind of a unique relationship. When I met... He was a business owner and I always thought he was so grumpy. I didn't really like him that much. was like, Jason, your brother is so just rude. I did not care for him. And as I become a business owner further into my career, I understand this brother-in-law so much. And he's kind of like, I don't know, I would say like a little crusty on the edges. He's not soft, I'll put it that way. And I was actually really, really scared to text him. But just cared about him so much and I appreciated so much of what he's done and he's been a mentor to me. And I just said, take a risk, a gamble. I remember I was sitting on the beach in Maui and I texted him and I just said, hey, I just want you to know how much I appreciate you. I value you. And how much of a mentor you've been to me and you've given me hope when I didn't know that there was hope. And I'm just so grateful for you. And he wrote back, he's like, Kiera, I don't usually cry. And that text meant so much to me. And I just think that's our giving. KPI. So what little love bombs could you send out? What service could you and your team do together? Our team, every year in December, we do a Live to Give. Could you guys adopt that in your company and together collectively as a podcast family? Think of all the lives that we could give back to. I think about my husband was talking about another brother that he has and this brother literally is in such a hard place in his life right now and does not have a lot of money, has a lot of family dynamics, I won't get into it. And when I say like, pretty much homeless, that's literally what's going on with him. And I only highlight that because his situation is so hard. we were, Jason was talking about struggling with something and he was like, ⁓ I could help you with that. And Jason and I talked about it and we thought about who are the people that give to those that are struggling? A of times it's those that are like, not hardly better off than they are. And I think like, Could today or this next month, could we maybe boost that live to give side of us where we look for people in need, we look for opportunities that can be in our patient base, that can be in our team base, it can be in our community, it can be in our families. Can I give out little love bombs? It might be cold in your area. A few years ago, we did a coat drive and this came from one of my friends in Utah who... would ask all his friends to donate coats that they're no longer wearing and would drive around and hand out coats to people on the side of the road that could really use it. I'm not here to say you've got to go do that, but I just think like, what a blessing to those people. What a space for us to be able to share and to love and to give back. Like you guys, are so insanely blessed. I promise every single person listening to this podcast today, we all collectively could say that we have been unruly blessed. in our lives. And so where is that? Could I text a team member and tell them like, Hey, you're doing such a great job. I'm not joking. I have a little list over here to write thank you cards to my team members sporadically and unexpectedly for great things that they do. Could I text my spouse if it's been a while and tell them how much I love them? Could I maybe call my parents? I think about like, if you have your parents alive right now, I hope that you just love them. I hope that you call them, I hope that you tell them, I hope you forgive them. Even offering forgiveness to somebody that maybe doesn't deserve it, it's not a gift to them, it's a gift to you. ⁓ Patching up and cleaning up when it maybe doesn't seem like it's necessary. ⁓ All these are little gifts of gratitude, of giving, of serving, of loving people. And what's crazy is the more you give that, the more you feel alive, the more your bucket's filled like, Every year we go and do something and I leave those events just on like cloud nine. We have a team member who last year she was so inspired by it. She like found a girl in Africa and basically like adopted her and has been like helping her get through college and like she sends her letters and her dad did it and they were just so inspired that they've like changed these lives of people. And like, but that team member changed as well. And so I just think today, Let's look at our KPI of our giving metric and how can we add maybe a little bit more service and give back? Because I promise you guys, the secret to living is giving. That's why I have Dental A Team's Live to Give. And if you know somebody that could benefit from Dental A Teams Live to Give, it's completely like on us. It's not even that I might make it the 1031 or excuse me, our nonprofit in the future. Like that just is a great idea on the podcast that came to me. because I want to build a nonprofit. But if you know a family that's deserving, you know of somebody that could have a make a wish experience, you know someone in your community, I would love to partner up with you. I'd love to help make magic happen. I'd love to use the podcast. I'd love to connect with a lot of you. But like, there are so many people, including ourselves, including our team, that a little more love, a little more kindness, a little more gratitude could go a long ways. And I just want to encourage you today as you're in this space for you to think of how can you do just a little bit more? How can you make a little bit more impact and change in people's lives? How can you just truly like not be as lonely as an owner and to give heartfelt thanks and gratitude to any person around you. And I was like, team members to your doctors, to your owners, it is lonely at the top. It is hard. And to give a genuine heartfelt thank you of gratitude, could truly go so far. And so I think just go out of your way, text your team members, tell them how much you love them, tell them how much you appreciate them, how much you value them. Team members, tell your doctor, tell your family. Like these things don't have to be monetary. It's us just loving of being kind and to give. to just give back a little bit more. And then I'd also encourage you to also give a little gratitude to yourself for the things that you've overcome, for the things that you've been able to do, for the challenges, for the person you've been able to become. Think back to who you were when you started your business, to who you are today and give grace and gratitude. Because the reality is like, I think about this, like if you were... to look back and to be able to talk to your younger self, what would you say to that person? You'd probably be like so freaking proud of that person. Like you're gonna do it. I'm so proud of you and I'm so grateful for you. And then I think like, let's go even further. What if you only had one week left to live? What would you be doing right now with your life? I promise you, you'd be living on your highest cloud nine. You'd be telling everybody thank you. You'd be telling everybody you love them. You'd be giving hugs. ⁓ one of my friends from high school just posted recently that his mom passed away unexpectedly. And he wrote, he said, hug your parents, hug your family, tell them that you love them, love your cousins, love your aunts, all of your uncles, like tidy up because your life can change so quickly. And what I hope for all of you is that your life does not change so quickly, but it does change so quickly, not in a negative way of losing somebody and wishing we could love on them more. but that your life could change so quickly that you start to live your day every single day of having gratitude and love and telling your family and calling them and sharing with your team and not holding back. It's like, I'm hoping that you just feel this like confetti explosion of love being able to be finally released and unshackled from you to give it to yourself, to give it to your team, to give it to your family, to give it to those around you. I hope you know that I love you. and that I care about you. And I think that you're doing way better than you ever imagined you could be. That I'm so proud that you're living the dreams that you once thought were impossible and you made them into the possible. That you push yourself, that you evolve, that you want to be this good human, that you're positively impacting your community and your team. You're doing so much good. And I just hope that you feel the love. I hope that you feel strengthened and I hope that you just know that I adore you. And with that, I would also be completely ridiculous because I cannot let today pass without doing one of my favorite traditions. And that is publicly thanking my entire team, the team that stands behind Dental A Team that makes Dental A Team incredible. And this year our team has drastically and radically grown. And I'm so proud of the company that we've built. I'm proud of the team that we built. I'm proud of the deliveries that we're able to give, the consulting, the changing of lives. Um, one of our consultants said at best, said, I love what we get to do because every single day we get to change someone's life. And that's the magic of Dental A Team That's the people we have. So I'll go kind of an order of where it's at. Um, and I'll just kind of go by like people, uh, I'll put them in like no exact order because that feels really weird to me. And so just going to like, go through the list of all of our team. So kicking it off is the one and only Spiffy Tiffy. I am so grateful for Tiff. You guys, she jumped into this company from day one, pretty much. I asked her to put an ice cream cone on her head and that girl has never looked back. Not an ice cream cone with ice cream in it, but just the cone. We get asked that question a lot. And Tiff is just my ride or die. She's someone that I adore. She's someone who pushes me. She's a safe space for me to ⁓ be messy, to be vulnerable. She pushes me to be my best self. She encourages me. She'll co-present with me. If you guys, mastermind this year with Tiff was pure and utter euphoria. And if you were not a part of it, I hope you choose to come and join us because this was something that Tiff pushed me on. was part of Tiff's vision. We talked about it multiple years sitting in a hotel room. We were on a trip and she said, you know, Kiera, I really have this idea of doing these events. And here they are. Tiff has been my ride or die. And she's someone that has really this year grown in her leadership and is running this incredible consulting team. And I'm just so thankful for Tiff being someone that I love and adore. Someone who makes me laugh so hard. Someone who I've watched just really show up for herself and to challenge herself to grow, to not put blame, to look at herself as a leader and to rise and to go to the next level and to drive a consulting team far better than I ever could have imagined. And you guys, if you know her, you love her, Spiffy Tiffy, she's on the podcast. She does the podcast, she writes newsletters, she does consulting, she drives her consulting team and she makes all of us laugh and she's literally the walking like Dental A Team mascot for our company. And I just hope that Tiff knows publicly and privately how grateful I am that she took a chance, that she's been my ride or die, that she's something that I just freaking love and adore so much and I'm so grateful for Spiffy Tiffy. Coming up next, No BS Britt. You guys, if you've heard her, you love her. ⁓ Brittany Stone is just this magical human who is a yin to my yang. I have so much respect for Britt and the way that she leads. Britt is like our HR guru. She's the one who creates policies. She helps hire. ⁓ Britt is someone that I see. She hates this nickname. So don't call her it. Gritty Britty. And the reason I like Britt has so much grit. She is someone that will just keep showing up day in day out. She's very stable for me. She's very consistent. When you think about a boat rocking in the ocean and they have stabilizers, that's Britt for our company. She is just this amazing stabilizer who I am so grateful for. And not only that, she consults incredibly well. Teams love her. Our team loves her. She gets the MVP word often. And Britt is someone that I am grateful who has pushed me as a leader, who's pushed our team, who stabilized, but also has shown me like how strong somebody with humility is. And also someone who has a quieter personality can be an incredibly, incredibly talented leader. I'm just so grateful for her. I'm also grateful for you guys know her, you love her. Shelbi Poppins, Shelbi has been my personal and executive assistant for several years. She's customer success. Literally this girl is like the grease between all the wheels. You guys probably all know her. She helps with the podcast. She helps with the company. She puts on events. Shelbi Poppins is practically perfect in every single way. And our whole team would agree to that. So I'm not showing favoritism. She just genuinely is someone that we all love. And I am so thankful for Shelbi being my right hand. I know Shelbi would take a bullet for me. And you guys, if you don't have someone like that, gosh, it's an honor to have someone that just like, you know, will jump in front of a train to make sure you're taken care of. Wow. Greatest gift you can give. And those of you that are the personal assistants, the executive assistants behind the scenes, just know that you're, ⁓ The person that you're helping values you more than I think words could ever put into play. Shelbi just is magic. She is ease. She knows how to have everything done. And I'm so thankful for this girl taking a risk, you guys. We shared a wall, like she's my next door neighbor and I knocked on her door, offered her a job, had her send the job, convinced her to come back. Like Shelbi is someone that I am so thankful and I will say great talent is often sitting next door to you. So don't be afraid to like knock on the door and like mad kudos and appreciation to Shelbi for just showing up constantly every single day. Shelbi is in my opinion, our definition of passion for excellence and results focused. That girl does not miss a beat and she's constantly showing up. She's constantly figuring things out. She makes sure that the boats run on time, that everything is done perfect and that the experience for all of you is absolutely magic. And I just, our company truly is so blessed to have Shelbi Poppins on our team. Coming up next is a new player on our team, Jenna. Jenna is our COO, and I will say she has been one of the greatest additions to our company. And I think kudos to our leadership team who saw the need for us to bring on this COO to take us to the next level, to drive us in ways that we didn't know. And I will say that Jenna has come in with this like ray of sunshine when I think a lot of us were covered in clouds. And Jenna has this amazing ability to cut through the noise to see what really needs to happen. She's a freaking wizard with numbers. You guys, I love numbers and Jenna loves numbers too. Like she is just magical. And I will say for owner doctors out there that are struggling needing that implementer integrator, Jenna has taught me that the right person seated next to you really can drive a company and you it's okay. You can hire a fractional. You can hire somebody that you don't know. ⁓ But bringing someone in with insane experience who has passion and love, Jenna is one of the most driven. ⁓ giving people you guys like I hope there's an opportunity for a lot more of you to get to know Jenna because her stories and her passion inspire me to want to be a better person professionally and personally she's one of the most giving like the story she has of the impact and the companies this woman is a miracle girl for companies and she does it because she believes in their passion their cause and I will say her clarity her accountability her continuity her ways that she is constantly doing the right thing day in and day out and just showing up for our team, showing up for me, but driving us. Like when I talk about someone who holds a team accountable, that is Jenna. And I have seen her just rise and drive our company in ways that I never imagined. And I am beyond grateful until like I got the freaking jackpot bringing Jenna to our company. And I know our whole team feels that way. She's been an amazing addition and someone we could not live without. So, so grateful for Jenna. Next up, you guys know, ⁓ Our consulting team, Dana. Dana has been with us so long. Dainey, ⁓ her and I, Dana is just someone who is, if you haven't gotten the opportunity to work with Dana, you're missing out. Dana is grit, tenacity, and that girl, there is no challenge, no problem bigger than her. Like she will, she just takes it. She's like a beast when it comes to life problems that are thrown at her. And she does it with fun and grit and grace. And Dana is someone that I can count on to be consistent. to be thorough, to show up day in and day out. That girl does not miss for me. And I'm so grateful for her. And I have also watched Dana have insane passion for excellence and drive to become the next version of herself. Like before my eyes, have watched Dana be, Dana, when I hired her to Dana, like 4.0, this girl has just grown through the ranks and she takes it on and she takes every challenge and she takes the feedback and she... just grows and to see the results she drives for her clients. You guys, this woman blows me away constantly, but she does it in a way of ease, Grace. She's got all the kids, she's got the soccer practice or the baseball practice. Like she's always busy and yet she's able to maintain and serve clients galore. Help Our Team Makes Me Laugh All The Time has the funniest stories. And I'm just so grateful for Daney taking a chance on Dental A Team for being an incredible hygienist who brings value, who speaks for us, who presents for us. Dana is just like Dynamite Dana. That might have to be her new nickname because she's so, and maybe it's not Dynamite, but Dynamic Dana. Like she is truly someone that I am honestly in awe and impressed by her so much and so grateful to learn from her, to watch her, to grow with her because Dana is someone who is so special and someone I'm so thankful for in my life and in our company. Our company is beyond lucky and blessed to have Dana. ⁓ and she just shows up constantly. She's taught me more about life and gratitude for life than I think any other person I've ever met in my entire life. And I'm just grateful for that. We also have Kristy. is such a, her name is Kristy Treasure and she is a treasure on our team. Kristy came onto our team as this dynamic consultant who just, I call her like our truffle hunting. Like she looks for profitability in every practice she goes to and she drives offices to success. She rivals me on my numbers, which is so fun. And what I love about Kristy is she has this calm, tenacious personality that just goes after it, figures it out. And I know that I can count on Kristy to deliver insane results every single time. And she never, ever, ever misses. This is a woman who has so much knowledge of dentistry, but she has so much passion for your success. She is obsessed with driving offices to their ultimate dreams, their ultimate goals. She just has like mad following of people that love her, adore her, honor her, and I'm one of them. Kristy is such a beautiful blessing. We were looking for our next consultant. We were wanting somebody and Kristy just, I feel like popped out of the air like Glenda in her little bubble and showed up in the most perfect way, in the most perfect space. She is someone who sees people. She's someone who loves people and she's someone who's got a heart of gold. And I just truly am so lucky and so blessed to have Kristy on our team. Dental A Team would not be the same without her. And following Kristy is Trish. Trish is such a, my gosh, we call her Tada, which stands for Trish Ackerman, Dental A Team ambassador. Like Trish is such, I mean, she's rivaling Tiffany on how much she loves Dental A team. And Trish just comes in with this, like she is a walking magnetic dynamic human. You can like, she is so fun and she's so hilarious and teams love her. And she comes in this way where she gets you to like navigate to your goals and results, but you were laughing and joking and having the most hilarious time. Trish knows everybody. Everybody who knows Trish loves Trish. And Trish is just this beautiful, incredible woman who does consulting in such a fun, positive and impactful way. I learned so much from her. Trish has the best one-liners that we all snag from her. She's constantly making us laugh. But what I love about Trish is her positivity in her outlook where every day is a golden ray of sunshine for Trish. She shows up every day with positivity. She shows up of how every day is the best day. She's the one who said like, are so blessed to consult because we get to change lives, we get to create magic and we get to truly inspire and bless people. And honestly, I don't know what I did for all these years without Trish in my life because Trish is just magic. Trish is fire and spice and fun and beauty and just... Reminds me that life is so freaking fun and I need to laugh and have so much more fun and I'm so grateful for her I'm grateful for her knowledge. This girl has gosh Like coached teams of 150 people and so I learned from her and I'm inspired by her and you guys Offices who are working with any of our consultants are just beyond blessed Following Trish's Monica Monica is so special. She just has this whimsical fairy ease about her that just is so poised, collected, brilliant, that is so magical for me to watch her consult, to have me watch her like with her email recaps. I see beautiful emails come from this woman. Like this woman can write. ask her, like Britt is so brilliant. We ask her all the time like, hey Monica, we need help writing this. And Monica comes with it. Like a lot of the things about our company have been written by Monica. She just got this like ease and grace and loves her. creativity space and I'm just so grateful to have that ⁓ I think flow example in our company of someone who just can navigate the storms of life, who can go with the flow, who has poise and polish and professionalism and just like truly makes people sparkle in jazz. She's a very fun dynamic human that I'm so grateful is on our team. I'm so happy she's joined our team. And like I said, our consulting team is top notch. I do not hire. anybody on our team unless they come with massive experience, massive years of experience, coming with consulting experience. Like these women truly know how to drive practices to their greatest fulfillment and profitability and do it in ease and fun. And we were just so lucky. Like our consulting team is absolutely incredible. So moving on from our consulting team, ⁓ we have just this amazing marketing team and Eve, she's like my little pixel fairy over there. We call her her pixel best. If you have ever attended an event, if you have ever gotten anything from Dental A Team a newsletter, a flyer, anything, it is Eve's magic. And Eve just makes my life so easy. She told me, she Kara marketers are so easy to find. And I said, actually they're not because to find a marketer, Eve is not just a marketer. She's freaking funny. Like honestly, this girl makes me laugh so hard. She is so brilliant. She's stunning. She makes gorgeous design for me all the time. And she's just as magical human that I I don't know what my life was like without Eve. Eve is someone that has just elevated our company. She's constantly here for brilliant designs. But something that I have loved that I've watched Eve just explore this year is this like new found, like vibrancy blossoming coming out of her where she is taking ownership. She's watching these metrics. She's seeing different things. And Eve can pretty much consult people now. Like this girl does not just build me a slide deck. a typical marketer would. She thinks through how to make the experience for all of you the absolute best it can be, how to make the experience the best for me. And then she's the funniest person in our chats. So if you ever get a chance to meet Eve, you heard her on the podcast, Eve is this dynamic human that all of us, and she's freaking funny. Eve is like the comedy central of our company who makes all of us giggle. Her and Trish, we just, mean, Tiff is in that rally with them, but Eve is someone who is just. beyond magical and someone that I'm so grateful came into our life personally and professionally. Her stories, her example, her like zuberance for life just inspires me. And I'm so grateful for her and grateful for her on our team. Following her is Jacintha. Jacintha has been with us and she's just really helped grow our team and evolve our team. And she helps make sure the podcast is taken care of and trains people and does social media. And she's really great at just making sure a lot of the pieces get done in our company. ⁓ Her just joyous laughter and vivaciousness of life is so infectious and I'm so grateful to learn from her. She's one of the people that has just taken live to give and giving a next level that I think is just beyond magical and something that I've learned so much from her. She just lives life at a high level and she enjoys life and she lives life fully and that's something I'm so thankful for her for. Following her. ⁓ Joash Joash is new to our team. And I think all of us would be lost without Joash. Joash is behind the scenes, but if you guys are in our company and you're part of our analytics or different platforms, Joash is your guy. Joash makes so many things. He's like our second Shelbi in the company. He builds spreadsheets. He's a data analyst. He figures out different things. He builds beautiful pieces for us. He just is constantly looking for ways to serve. But Joash reminds me of the beauty of life. Joash is just such a special human He really is taking things to the absolute next level and I'm so grateful for him I love seeing his little messages come in He is someone who reminds me to be so grateful every single day for living this life every day in his slack messages He's like, thank you team. It was a beautiful day. Have a wonderful day tomorrow. We're so lucky to be alive build the best quotes for our company Joash ish is just this like dynamic, special human that I feel we are so blessed to have helping fill in so many different gaps in our company. And we're so grateful for Joash. ⁓ Robi Robi's on our team and he's in the marketing department. And I love that Robi is just here to help to support, help our marketing team just flourish and thrive. And I love that he thinks of different ideas. He's a great designer. He's a great creator. And I'm so grateful to have Robi take on tasks, fill in the gaps wherever we need him to be. And he's just fun. He's got a lot of He's got a lot of just energy and drive and like reminds me of how good life is. And I'm so thankful that Robi also is on our team. Following Robi is Paul. Paul is our new CRO. Again, I title, didn't even know existed nor did I know I needed. And what I love about Paul is Paul has been able to come into our company similar to Jenna and just brings this element of poise, of guidance, of knowledge. I love meeting really smart people and Paul is so smart. He sometimes intimidates me in the best way possible. I love someone who can rival me, someone who can challenge me, somebody who inspires me. And I'm so excited for Paul to come in with so many years of knowledge and so much experience and to see our marketing and our customer success department and bring them together to just make it better for our entire team and for all of you coming to our company. And I'm just so grateful for Paul for taking a chance on us. I think... I think when I look at consulting, often think like, gosh, those clients, like I feel so bad. I want to take care of them. I just want to help them out. And I think Paul felt that way about Dental A Team. Like, okay, Dental A Team needs some help and I can see how I can really drive. And I'm just so grateful for him coming in, jumping in the passion for excellence that he has, the drive, the tenacity. I'm so truly grateful for him. The Dental A Team (33:32) And we have our incredible consultant Pam. Pam is just a joy. She is someone who just loves deep. She is so freaking brilliant at all things dental. She comes with this incredible experience of DSOs and of running huge teams and of consulting to tons of offices. And she just is a joy. She's someone who is thorough and on top of her A game. And I am just truly so grateful for her on our team, on our consultant team, being able to just deliver incredible value to our clients. and also bringing insane value to our company as well. And then we also have Tyler. Tyler is on our customer success team and Tyler just brings this extensive background of dentistry with him. He is someone who really just jumps in, who has a very soft demeanor, but is a go-getter, has grit, has determination, who loves our clients. Our clients feel so safe and seen and heard by him. And for him to be one of the first impressions of Dental A Team, I think is just such a compliment to him. to his skillset, to who he is as a person, and we are so lucky to have him on our team as well. The Dental A Team (34:38) And I think like, as I look at my whole team, as I look at all these people that yes, I just said them in front of you. I told you. and I'd be remiss if I didn't talk about Alex and Sissy who are podcast gurus behind the scenes that have been doing this with me for years. Alex writes the most beautiful show notes of any person that I've ever met. That woman is so magical with words. She's a published author this year. Just so freaking proud of her and so grateful to know her and to have her put together the podcast for you guys every single day, every single week. Sissy for editing it up for us, for making the commercials, for making sure that all the pieces are always put together for you guys. Like these people just love, they're so incredible. They're just magical. I'm so, so grateful that we get to have all of these people to serve you, to love you. I'd be remiss if I didn't say thanks to Jason. Jason is my ride or die, my love. He's such an amazing human. He just loves me so purely guys. Like to have someone in your corner that loves you and loves you fully and completely. and just wants the best for you. He's my biggest cheerleader. He's the one who brings me food when I'm on meetings all day. He's the one who's like pumping me up behind the scenes. He's the one who makes every single one of my dreams not seem crazy, audacious and just loves me for them and encourages me to pursue them. Constantly boosts me up, tells me to join you guys, tells me to take the risk, tells me that people need to hear these messages. And I'm so thankful for him. You guys, I'm so grateful. As I say this and like, I'm not gonna lie to you, all of you, should go tell your team how much you love them because me just doing this podcast helps me see how lucky I am to be surrounded by brilliant people. You guys had so many be like, I look at last year to this year. My team has almost doubled in size. If you've listened to this for the years, you've heard me just go through this every single year. And I will continue to do this forever because my team deserves public recognition and private recognition. These men and women are here as amazing people that make me better. that push me, that challenge me, that make me laugh. And this is a team of virtual people. So I want you just to love on your teams, to love on yourselves, and to really, truly, truly know that like, we are so blessed to live this world, to be able to be a part of this. I'm so thankful for my team. And if you didn't know, that's just our team. That's all of us. And I'm so grateful for them because I really would encourage each of you to do what I just did to your team. in some way. And as you guys wrap today, I just hope that you have the most magical day, that you have a ton of fun doing whatever it is, and that you really do check your vital of how is my giving KPI? Am I giving? Am I feeling fulfilled? And if not, I would encourage you guys to choose one thing, one area of your life to make it just a little bit more bright, a little bit more giving, because honestly, the secret to living is giving. And I hope that you know that I adore you, that I cherish you, that I'm so excited for you and me to be hanging out on the podcast. And I want you to know how much I value you, how much I appreciate you. And I hope you know that and I hope you feel loved. I hope that you feel appreciated. I hope that you remember that you are so blessed to be doing what you're doing, to be living the life that you're living, no matter how great or hard it is today, you are so blessed to be able to do this. One day you dreamed about this life and now it's yours. And I'm so, so, so grateful to have you guys here. I'm so grateful for all the blessings that we get to be. I'm so excited for this next year around us. I'm so excited to work with you. I'm so excited to see you in person. I'm so, so, so excited for this beautiful life. And I'm honored and blessed to be able to serve you, to love you, to encourage you, to inspire you, and to be in this journey and this part of your life with you. And if I can serve you in any way, reach out, Hello@TheDentalATeam.com Go have a magical Thanksgiving. Love people, give them hugs. Remember, we get one life to live and I hope that you make it the most magical you possibly can. And with that, thanks for listening and I'll catch you next time on the Dental A Team podcast.
Team engagement remains one of the most vital—and most challenging—aspects of modern leadership. In today's hyper-digitized and rapidly evolving environment, leaders are inundated with data, obsessed with metrics, and often pressured to drive efficiency at all costs. Yet, despite technological advancements, the roots of high performance still reside in the fundamentals of human connection, trust, and meaningful teamwork. Modern leaders must balance analytics and process with the “soft skills” of conversation, emotional intelligence, and well-being. This episode delves into the why behind poor team engagement, the hidden human needs leaders often overlook, and the practical strategies that foster healthy, creative, and high-performing teams. Listeners will come away with insights into navigating the challenges of AI-driven change, sustaining genuine team connection, and shaping organizational cultures where people feel valued and secure. Timestamped Overview [00:05:31] Why Team Engagement Fails: Exploring causes behind ineffective team engagement and the role of overloaded data in leadership.[00:07:23] Metrics vs. Human Connection: The tension between KPIs and cultivating creative, functional teams.[00:09:04] Human Fallibility and Leadership: Why leaders know the value of teamwork but struggle to "walk the walk."[00:10:37] Crisis, Technology, and Change: Impact of financial crises and technological acceleration on leadership culture.[00:12:47] AI, Modernization, and Workforce Anxiety: Addressing fears around job security and adapting messaging as a leader.[00:14:59] Cognitive Agility and Overreliance on AI: Studies on ChatGPT's effects, balancing efficiency with sustained mental engagement.[00:17:28] The Importance of Conversation: How dialog, brainstorming, and intellectual challenge enhance team performance and thinking.[00:18:40] Observing and Motivating Individuals: Practical ways leaders can notice team members, personalize engagement, and build trust.[00:20:12] Continuous Feedback vs. 360 Reviews: Why ongoing conversations outperform retrospective assessments in fast-paced environments.[00:21:47] Collective Intelligence in Teams: The essential roles of social sense-making and trust for outperforming technically superior but disconnected teams.[00:24:48] Storytelling and Motivation: Using ongoing narrative to inspire teams and move beyond past-focused feedback.[00:26:37] Building Organizational Culture: Cascading social well-being, connection, and trust from leadership throughout the organization.[00:30:51] Maslow's Hierarchy Revisited: How modern workplace needs have shifted, with security and connection now key elements for younger generations.[00:35:39] Volunteering as the Ultimate Well-being Initiative: Research on what truly improves workplace happiness and engagement.[00:37:56] Four-Day Workweeks, Flexibility, and Trust: Assessing trends and best practices for organizational scheduling and respecting individuals' real lives.[00:43:06] The Human Imperative in the Age of AI: Preserving connection, conversation, and true happiness in a rapidly digitizing world.[00:44:47] Ways to Follow Nick and Access Resources: Resources for further learning and professional development. For the complete show notes be sure to check out our website: https://leaddontboss.com/358
The CPG Guys are joined in this episode by Kristi Argyilan, Global Head of Advertising at Uber.Follow Kristi on LinkedIn at: https://www.linkedin.com/in/kristiargyilan/Follow Uber on LinkedIn at: https://www.linkedin.com/company/uber-advertising/Follow Uber online at: https://www.uber.com/us/en/advertising/Kristi answers these questions:Can you walk us through your role at UBER Ads and how the organization fits within the broader UBER ecosystem?What unique value does UBER bring to the retail media landscape, especially compared to traditional players like retailers or streaming platforms?What makes advertising within the food delivery sector different from other consumer industries? What types of CPG brands are seeing the most success on UBER Ads—and why?How do you balance the needs of large national CPGs vs. emerging or local brands?Can you share a campaign or partnership or examples that exemplify what "great" looks like on UBER Ads? aka what is best in class?What role does data play in segmenting and targeting audiences? How do you balance broad reach with personalization?What key performance indicators (KPIs) do you consider most critical when evaluating ad success at UBER? Can you share some examples of how data insights have directly influenced campaign adjustments?How do you tailor campaigns to resonate with diverse local markets versus a national audience? What does working with UBER ads entail - aka the customer experience?What advice would you give to brands, especially in the consumer packaged goods arena, looking to leverage digital advertising for growthCPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comSheCOMMERCE Website: https://shecommercepodcast.com/Rhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/DISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.
In this vAuto podcast, vAuto's Dan Winchester highlights how appraiser Look to Book rates at some dealerships aren't as good as dealers think. Winchester details the limits of LTB as a primary measure of appraiser performance, and why two new KPIs—appraisal effectiveness and appraisal completeness—offer a better way for dealers to maximize appraisal opportunities. Hear how you can identify the inconsistencies in your appraiser performance/process your LTB doesn't capture; increase your ratio of appraisals to sales to improve your ability to acquire vehicles directly from customers; and, assess how well appraisers do the steps of your appraisal process (do they use the OBDII scanners?) you expect.
In This Episode A thriving business requires more than good processes. It requires the right people, a supportive culture, and consistent accountability. In this episode of Systems Simplified, Adi Klevit interviews Tevia Hoalst, founder of TeKoda Accounting, about how she built a company known for its low turnover, strong culture, and excellent client relationships. Tevia shares how her early experiences in a poorly run department shaped her commitment to empowerment, trust, and independence. She explains her onboarding system, how she uses KPIs to measure performance, how her team maintains nearly perfect retention, and why strong processes create consistency for both employees and clients. Tevia also discusses her client touchpoint strategy inspired by the Disney Institute, and her vision for future expansion through acquisitions.
In this episode, Molly reveals how to scale from assistant to asset by transforming your Executive Assistant into a true strategic partner through smarter delegation and intentional development. She outlines how structured KPIs, weekly strategy check-ins, and vision-casting exercises evolve your assistant from task support to firm leader—protecting your time, amplifying your impact, and sustaining long-term growth. Key Takeaways: Implement ongoing, intentional training that shifts your EA's focus from task execution to owning measurable outcomes. Hold weekly check-ins that go beyond to-do lists—fostering open dialogue, alignment, and shared accountability toward firm-wide goals. Assess your EA's full potential and strategically delegate higher-level responsibilities that free up executive bandwidth and drive firm growth. Position your EA as a true firm leader through continuous learning, strategic vision exercises, and empowerment-based mentorship. Protect your hiring investment by supporting ongoing education, integration, and leadership opportunities that ensure lasting success and scalability. Quote for the Show: "Anyone can hire help, but you didn't just hire help, you hired someone to take ownership to get your business in your life and their bones in their blood to protect your energy." - Molly McGrath Links: Join our December Masterclass: https://thelawfirmleader.com/ Website: https://hiringandempowering.com/ Facebook: https://www.facebook.com/hiringandempowering Instagram: https://www.instagram.com/hiringandempowering LinkedIn: https://www.linkedin.com/company/hiring&empoweringsolutions/ The Law Firm Admin Bootcamp + Academy™ : https://www.lawfirmadminbootcamp.com/ Get Fix My Boss Book: https://amzn.to/3PCeEhk Ways to Tune In: Amazon Music - https://www.amazon.com/Hiring-and-Empowering-Solutions/dp/B08JJSLJ7N Apple Podcast - https://podcasts.apple.com/us/podcast/hiring-and-empowering-solutions/id1460184599 Spotify - https://open.spotify.com/show/3oIfsDDnEDDkcumTCygHDH Stitcher - https://www.stitcher.com/show/hiring-and-empowering-solutions YouTube - https://youtu.be/p39WTA279ug
Imagine taking a full week off… and your business runs BETTER without you there. That's the power of a true self-managing team—a team with systems, accountability, and autonomy so strong that you are no longer the bottleneck. In today's SoTellUs Time episode, Trevor Howard breaks down the blueprint for creating a business that grows without constant supervision, endless questions, or micromanagement. Whether you're a small business owner, service provider, salon owner, childcare director, or leading a growing team, this episode gives you the exact systems and leadership framework to get your team operating at a high level—without YOU being involved in every tiny decision. ⭐ WHAT YOU'LL LEARN IN THIS EPISODE 1. The Real Reason You're the Bottleneck (and How to Fix It) Most business owners end up doing too much because everything flows through them. You'll discover how to shift from Doer → Manager → Leader, so your business becomes scalable, profitable, and drama-free. 2. Step #1: Build Systems That Remove Guesswork We break down the 3 foundational systems every self-managing team needs: SOPs (Standard Operating Procedures): Clear, step-by-step instructions that eliminate confusion. Decision-Making Guidelines: "If this happens… do this" frameworks that help your team solve problems without you. Defined Roles: Crystal-clear expectations so every team member knows exactly what they own. You'll hear real examples from service businesses, childcare centers, and teams who transformed overnight by implementing simple, documented systems. 3. Step #2: Create a Culture of Accountability Autonomy only works when accountability is built in. Learn the system that turns average employees into high performers: Scorecards & KPIs for each role Weekly check-ins that take less than 20 minutes The "Come With Solutions" Rule that eliminates constant back-and-forth Plus, a story of a business owner who stopped micromanaging and saw productivity skyrocket. 4. Step #3: Empower Real Autonomy People work better when they feel trusted. Learn how to: Give team members authority that matches their responsibility Use the 70% Rule to delegate effectively Create a "safe to fail" culture Open feedback loops that spark innovation You'll hear how one manager reduced chaos by letting team leads schedule independently—using a system—and watch stress disappear. 5. Implementation Roadmap: How to Transition Without Chaos You'll get a clear plan for introducing autonomy gradually and safely: Start with one role or department Build systems BEFORE delegating Train, don't dump Expand autonomy step-by-step Celebrate every win to reinforce the culture Get ready for a team that's confident, proactive, and self-sufficient.
In this episode of Supply Chain Decoded, Jenni sits down with longtime friend and former Transfixer, Jack Pendergast, now Associate Director of Logistics at City Harvest, New York City's first and largest food rescue organization. Together, they trace Jack's journey from brokerages and fine art freight to purpose-driven logistics—moving millions of pounds of food and essentials to New Yorkers who need it most. Jack pulls back the curtain on what it really takes to keep a city fed: timing deliveries to food pantries with limited storage, navigating NYC traffic with a veteran union driver fleet, and managing peak season as holiday demand, marathons, and food drives all collide. He also shares how City Harvest is responding in real time to crises like government shutdowns—getting fresh food to military families, TSA workers, and other federal employees missing paychecks. They dive into why people, not just KPIs and tech, are the real backbone of any supply chain—from drivers and warehouse teams to community partners—and how City Harvest is thoughtfully modernizing its tech stack without losing sight of its mission: rescuing food that would otherwise go to waste and getting it into the hands of New Yorkers for free. Listen in to hear: • How Jack's brokerage background prepared him for nonprofit logistics • What makes food rescue and produce logistics uniquely challenging • Why relationships with drivers and community partners make or break operations • Simple ways you (and your company) can support City Harvest this season Plus, learn how you can get involved in giving back during this holiday season. -- Disclaimer: All views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect the views or positions of Transfix, Inc. or any parent companies or affiliates or the companies with which the participants are affiliated, and may have been previously disseminated by them. The views and opinions expressed in this podcast are based upon information considered reliable, but neither Transfix, Inc. nor its affiliates, nor the companies with which such participants are affiliated, warrant its completeness or accuracy, and it should not be relied upon as such. All such views and opinions are subject to change.
Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintIn this detailed episode of In The Lab, Ruben sits down with tax strategist and CPA, Michael Uadiale Michael brings the type of clarity most entrepreneurs wish their CPA would give them, breaking down the real tax game in a way that feels simple, concrete, and practical.Michael shares why the tax code is built for business owners and investors, not W2 earners — and how most people are losing money simply because they're operating in the wrong category. He explains the difference between tax preparation, tax planning, and tax strategy, why bonus depreciation is so misunderstood, and how entrepreneurs can position themselves before Q4 ends.Throughout the conversation, Michael outlines the real KPIs that matter for understanding your tax position, the most common blind spots he sees in operators, and how AI is reshaping the accounting industry. More importantly, he gives a blueprint for building a tax-optimized business structure — from entity setup, to bookkeeping hygiene, to capturing deductions the right way.This episode is a must-listen for anyone who wants to stop guessing, stop overpaying, and finally understand how to use the tax code as a tool for building wealth. Tune in now to learn how Michael's strategic approach can help you keep more of your money, protect your business, and plan for long-term freedom.HIGHLIGHTS OF THE EPISODE:11:50 Michaeil talks about the tax code and real estate success.17:40 Michael talks about getting proactive on managing taxes KEEPING IT REAL:04:20 – What CPAs do07:58 – Compliance vs. strategy11:15 – Why books matter14:42 – Cash flow leaks17:10 – Business owner mindset20:55 – W2 vs. 109923:41 – Entity structure basics26:12 – LLC vs. S-Corp29:09 – Audit red flags32:44 – Deduction vs. credit36:01 – Mileage & receipts40:28 – Real estate benefits44:12 – Depreciation explained48:00 – Cost segregation use52:18 – Passive vs. active55:44 – Short-term rental rules58:59 – Material participation tests1:02:10 – Tax strategy stacking1:05:08 – Mid-term rental angle1:08:30 – Investor documentation1:12:44 – AI and accounting1:16:10 – Scaling financial ops1:20:55 – Final takeawaysCONNECT WITH THE GUESTLinkedin: https://www.linkedin.com/in/smeedcpa/Instagram: https://www.instagram.com/michael_uadiale/?hl=en #TaxStrategy #BusinessFinances #RealEstateInvesting #CashFlow #EntrepreneurMindset #FinancialLiteracy #SREI #BusinessOwnerLife #CPAInsights #WealthBuilding
Anthony Iannarino returns to Above the Business for the first time in five years to discuss the evolution of sales, the impact of AI on the profession, and what truly matters in building high-performing sales teams. From his Sales Accelerator platform featuring 93 courses for salespeople to his perspectives on human connection in an increasingly automated world, Anthony shares hard-won wisdom on mastering the sales conversation and developing elite sales talent.Connect with Anthony IannarinoLinkedIn: Follow Anthony on LinkedIn for daily insights on sales excellenceWebsite: thesalesblog.com for articles, resources, and thought leadershipSales Accelerator: Access 93 courses for salespeople and 37 for sales managers at thesalesblog.comRegister for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team...
Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros Shop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into one sleek, digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, Lucas Underwood and David Roman are joined by Jeremy Hoyle, leadership coach and veteran of the family entertainment industry. Jeremy shares his personal journey from frontline worker to senior executive, emphasizing the importance of investing in your own professional development. The conversation delves into EOS and business fundamentals, with practical advice on leveraging KPIs and accountability to drive growth.00:00 "Work Ethic and Ownership"05:23 Leadership & Business Coaching Journey10:44 "Dependability and Leadership Value"19:37 "Building Layers for Growth"23:39 "Improving Call Conversion Rates"31:02 "Leaders Need Accountability Systems"35:09 "Missed Conversations and Discipline"38:26 Teaching Accountability Through Standards45:05 "Mopping Mishaps and Frustrations"50:12 "Policing Standards and Staffing"56:50 Linchpins vs. Industrial-Era Education01:03:09 "Struggles of Running a Shop"01:03:49 "Sell the Shop"
In a world where the word most leaders use is "uncertain," what does it really take to build something that lasts? In this episode, Mike talks with Sarah Englade, Founder and CEO of Monarch Talent Solutions, about launching and growing a recruiting firm in 2020—when companies were laying people off, not hiring. Sarah shares how a COVID layoff pushed her to bet on herself, why KPIs and processes are non-negotiable, and how she built a relationship-first recruiting brand in a noisy, skeptical market. They dig into the mindset shifts that separate entrepreneurs who keep going from those who quietly quit, the role of belief when the numbers aren't there yet, and how time blocking keeps you out of "tension-relieving" activity and focused on what truly moves the ball. If you're leading a business, a team, or your own career through uncertainty, this conversation gives you practical handles—not theories—you can put to work this week. Highlights How a COVID layoff became the catalyst for Sarah to launch Monarch Talent Solutions The difference between working in KPI-driven environments vs. "no metrics, total chaos" Why Sarah "lives for KPIs and processes" and how they actually protect culture and standards The candidate and client follow-through processes that turn transactions into long-term relationships Building a credible brand without "infomercial" content or constant self-promotion Using market intel and real conversations to position yourself as a trusted guide The biggest early hurdle: mindset, not circumstance How time blocking keeps you out of the swirl and focused on goal-achieving work Starting each day with the task you least want to do — and why that moves the needle most Next Steps for Listeners Audit your KPIs: Ask yourself, "What are the 3–5 activities that actually drive results for my team or business?" Turn those into visible, trackable KPIs. Design one follow-through process: Choose either candidates, clients, or customers and map a simple sequence: How often will you touch them? Through which channels? What value will you bring each time? Time block your week: Take Sarah's playbook and dedicate specific days or blocks to different priorities (e.g., candidates early in the week, business development later). Start tomorrow with the hard thing: Before you end your day, write down the one task you're resisting — and commit to tackling it first thing. Connect with Sarah: Reach out to Sarah Englade on LinkedIn (https://www.linkedin.com/in/sarah-englade/) or email her at sarah@monarchtalentsolutions.com if you want to go deeper on recruiting, branding, or building a relationship-first search firm. Stay in the conversation: Follow Strategies for Tomorrow's Leaders and share this episode with another entrepreneur or leader who's navigating uncertainty right now
Jeff Schreifels As year-end fundraising pressures mount, it's more important than ever for nonprofits to adopt effective, donor-centered strategies. In this episode of the Nonprofit Leadership Podcast, host Rob Harter welcomes Jeff Schreifels, Principal and Owner of Veritus Group—a global consulting agency focused on major and mid-level gift strategies. Jeff shares his proven insights into how organizations can build long-term sustainability by investing in relationships and shifting their fundraising mindset. Jeff introduces the concept of “permission-based asking,” a transformational approach that empowers fundraisers to confidently and authentically engage donors. He outlines how social impact leaders can create meaningful connections, adopt a holistic donor journey, and overcome common barriers within siloed fundraising structures. Key Topics Include: Why economic uncertainty requires nonprofits to double down—not cut back—on fundraising investment The power of relationship-centered fundraising to drive long-term revenue growth A step-by-step breakdown of the “permission ask” approach and how it changes the donor conversation How to create donor-centered KPIs that unify departments and break down fundraising silos Strategies for building sustainable major and planned gift programs, even during crises Practical ways to engage volunteers and staff in accountable, effective fundraising roles The importance of viewing donors as part of your mission—not just as sources of revenue Mentioned in This Episode: Veritus Group: https://veritusgroup.com/ “The Generosity Crisis” by Brian Crimmins This Episode is Sponsored By: DonorBox Links to Resources: Interested in Leadership and Life Coaching? Visit Rob's website: RobHarter.com Find us on YouTube: Nonprofit Leadership Podcast YouTube Channel Suggestions for the show? Email us at nonprofitleadershippodcast@gmail.com Request a sample coaching session: Email Rob at rob@robharter.com Subscribe and ShareListen and subscribe to the Nonprofit Leadership Podcast on iTunes, Spotify, or Amazon. Don't forget to like, subscribe, and share with other nonprofit leaders!
Today, Dave Sullivan chats with Matt Tyner, who's the VP of Marketing at Bone Dry Roofing. They dive into what really works when it comes to marketing for roofing contractors. Matt talks about how to find the right balance between digital and traditional advertising, why building a trustworthy brand matters, and which metrics are actually worth tracking. He also explains how marketing and operations can work hand-in-hand. Plus, Matt shares why getting involved in your community and focusing on real human connections, rather than just relying on AI, can make a big difference in customer service. You'll hear plenty of practical tips for growing your business in a sustainable way. If you're a contractor looking to boost profits, run things more smoothly, and build strong relationships with your customers, this episode is packed with useful advice.What you'll hear in this episode:Importance of effective lead capture and management for roofing contractorsDifferences in marketing strategies between HVAC and roofing industriesSignificance of brand building and community involvement in marketingThe role of traditional advertising channels (TV, billboards) in enhancing brand awarenessNecessity of tracking key performance indicators (KPIs) for marketing effectivenessImpact of customer experience and trust on lead conversion and retentionEvolving role of AI in marketing and customer interactions within the roofing industryStrategies for nurturing leads and maintaining customer relationships over timeThe challenges of marketing for multi-location roofing companies and the need for localized contentConsistent processes in soliciting customer reviews and optimizing SEOResources:Connect with Matt!Bonedry.comLinkedInmatttyner@bonedry.comConnect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.
Sales leadership isn't just about hitting numbers—it's about creating a strategic framework that transforms your entire organization into a revenue-generating machine. When you shift from viewing sales as a transactional function to positioning it as the strategic heartbeat of your company, everything changes. In this conversation with John Allen, CRO of GNA Partners, we explore how to build a consultative selling culture that puts customer outcomes first. John shares his journey from operations to sales leadership, revealing how his operational background became his secret weapon in creating systematic approaches to revenue generation. The Power of Operational Thinking in Sales Coming from an operations background gave John a unique perspective on sales strategy. Instead of relying on gut feelings or "the way we've always done it," he applied systematic thinking to every aspect of the sales process. This operational mindset became the foundation for scaling GNA Partners from a lifestyle business to a national player in the HR outsourcing space. Building a Revenue Culture That Actually Works Creating visibility into key metrics was the first step in transforming GNA's sales organization. By implementing Salesforce and making pipeline data transparent across the team, John created accountability and clarity around what success looks like. But transparency alone wasn't enough; the team needed to understand how their individual contributions connected to the company's broader strategic goals. The Two-Opportunities-Per-Week Framework After analyzing five years of data from top performers, John discovered something remarkable: the highest-producing reps consistently added two legitimate opportunities to their pipeline every week. This simple metric became the North Star for the entire sales organization, cutting through the noise of countless KPIs to focus on what truly drives results. Here's what you'll learn from this episode: How to transition from transactional selling to strategic consulting that builds long-term client relationships. The systematic approach to onboarding new sales talent that accelerates time-to-productivity. Why pipeline coverage ratios matter and how to calculate the right targets for your team. The critical role of sales leadership in reinforcing methodology through hands-on coaching. How to create accountability systems that drive consistent performance across your sales organization. John's approach proves that when you combine operational discipline with consultative selling principles, you create a sustainable competitive advantage. His insights on balancing pipeline development with rep growth offer a roadmap for any sales leader looking to scale their organization effectively. Whether you're struggling with inconsistent performance, looking to implement a proven sales methodology, or seeking to create better alignment between sales and operations, this conversation provides actionable strategies you can implement immediately. Key Moments of This Episode 00:00:00 - Customer-Centric Sales Philosophy: Focus on People and Relationships Sales success requires removing noise and focusing on adding two legitimate opportunities weekly to your pipeline. People buy from people, making the customer experience and relationship-building the ultimate differentiator when all providers offer similar solutions. 00:01:14 - Meet John Allen: CRO Journey from Banking to HR Outsourcing Leadership John Allen shares his 17-year journey at GNA Partners, transitioning from JP Morgan banking to becoming CRO of a Professional Employer Organization serving 4,500+ clients nationwide with comprehensive HR outsourcing services. 00:03:52 - Family Business to Private Equity: GNA Partners' Growth Transformation GNA Partners evolved from a family-owned business founded by John Allen Sr. and Tony Gralva to a private equity-backed company with TPG Capital, positioning for significant growth in the PEO space. 00:08:25 - Elevating Sales from Revenue Engine to Strategic Leadership Function Transforming sales teams from transactional order-takers to strategic consultants requires understanding client operations and positioning solutions through the customer's lens, focusing on business efficiency and profitability rather than just hitting numbers. 00:13:27 - Shifting from Transactional to Strategic Partnership Selling Successful sales transformation requires expertise in your field, maintaining a robust pipeline to eliminate desperation, and approaching conversations as collaborative problem-solving sessions rather than traditional sales pitches focused on closing deals. 00:21:03 - Building Revenue Culture Through Visibility and Measurement Systems Creating a revenue-focused culture starts with implementing CRM systems like Salesforce for complete visibility, establishing clear quotas and forecasts, and connecting individual sales goals to broader company objectives and resource allocation. 00:28:22 - The Two Opportunities Per Week Formula for Sales Success Analysis of top performers revealed a consistent pattern: adding two legitimate opportunities weekly (96 annually) correlates directly with quota achievement, providing sales teams a clear, actionable KPI to focus on. 00:33:33 - Operationalizing Sales Onboarding: From Hiring to Pipeline Generation Effective onboarding varies by experience level, featuring 90-day programs covering industry knowledge, tools training, and providing 600-750 vetted accounts to new reps, ensuring a systematic approach to sales development and early performance assessment. 00:43:32 - Implementing Sales Methodology: Sandler Selling System Integration GNA Partners adopted the Sandler selling methodology company-wide, requiring certification for all reps and parallel training for sales leaders to ensure consistent reinforcement and application of consultative selling principles. 00:50:56 - Sales Leadership Excellence: The Four Critical Competencies Effective sales leaders must excel in at least two-three areas: recruiting talent, understanding and selling the product, mastering sales enablement tools, or being exceptional at closing deals to maintain credibility and effectiveness. About John G. Allen John G. Allen is the Chief Revenue Officer for G&A Partners. Under his leadership, G&A's sales organization has experienced consistent new business growth year-over-year. Prior to this role, John was the Executive Vice President of Sales for G&A. He spent the early part of his career working for JPMorgan as a banker for its energy corporate and private banking groups before joining G&A in 2009. John earned a Bachelor's degree in finance from Brigham Young University and a Master of Business Administration from the University of Texas. He is actively involved in his church, the Boy Scouts of America, and youth sports in his community. Follow Us On: · LinkedIn · Twitter · YouTube Channel · Instagram · Facebook Learn More About FlyMSG Features Like: · LinkedIn Auto Comment Generator · AI Social Media Post Generator · Auto Text Expander · AI Grammar Checker · AI Sales Roleplay and Coaching · Paragraph Rewrite with AI · Sales Prospecting Training for Individuals · FlyMSG Enterprise Sales Prospecting Training Program Install FlyMSG for Free: · As a Chrome Extension · As an Edge Extension
Most women don't realize that their emotional state is the single biggest predictor of how much money they'll make this year. Because the emotion you wake up in - certainty or doubt, self-trust or self-pressure - becomes the engine behind every decision you make, every price you name, and every opportunity you say yes or no to. An emotion isn't just a feeling. It's an investment. And some emotions yield a much higher return on your income than others. In this episode, I'm breaking down the emotional economy of your business—why emotional profit versus emotional debt determines your speed, your stability, and your ability to create consistent money. You'll learn the three emotional KPIs that predict income more accurately than any strategy, plus four shifts that help you step into emotional authority so you're leading your business instead of reacting to it. This is the work that makes your decisions cleaner, your momentum faster, and your prices easier to stand behind. In this episode, I talk about: The 3 emotional KPIs that predict your income more accurately than any business strategy. How to run an 'emotional economy audit' so you can see exactly where you're leaking power…and where profit is waiting. How emotional recovery speed sets high-earning women apart—and stabilizes your income faster. What emotional capacity really means and how it directly expands your ability to earn more. The difference between emotional authority and emotional reaction—and why only one creates sustainable income. Four practical shifts to make your business emotionally profitable starting today. ~~ For full show notes, transcript, and to check out Kendall's brand new FREE workshop UPLEVEL, click here: www.themoneycoachschoolpodcast.com/113
As annual planning season approaches, it's tempting to fill your 2026 strategy with every exciting idea that comes to mind. But here's the truth: if Jeff Bezos had enough ideas to kill Amazon, you have enough ideas to kill your business too.In this episode, Bradley breaks down why execution trumps ideation every single time, and how to build a 2026 plan that you'll actually implement—not just dream about.Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding...
In this episode, Dr. Len Tau sits down with Paul Chadwick, VP at PureLogic, to explore how artificial intelligence is reshaping the way dental practices operate — especially at the front desk. Paul breaks down how PureLogic leverages AI, analytics, and automation to improve patient communication, reduce missed calls, and enhance practice efficiency. Together, they discuss what "data-driven dentistry" really means, how AI can empower rather than replace staff, and what metrics matter most for growth. Whether you're a solo practitioner, part of a DSO, or just curious about AI's practical applications in dentistry, this conversation will give you real-world insights into using data to drive smarter decisions and better patient experiences. Here are some of the interesting stff we talked about in this episode. AI isn't the future—it's here now. Dental practices using AI to analyze calls and automate responses are already improving conversion rates and reducing missed opportunities. Missed calls are hidden revenue leaks. The average practice misses 30–40% of calls, and PureLogic's data shows that following up with AI-powered text can recover many of those lost appointments. Patient preference matters. Voice, text, and chat-based AI tools meet patients where they are, improving satisfaction and accessibility. KPIs drive decisions. Tracking missed call rates, conversion rates, and patient engagement metrics can reveal where your practice is losing revenue—and how to fix it. AI + people = the winning combo. The goal isn't to replace front office staff, but to free them up to focus on relationships and in-person care. — Key Takeaways 00:40 Introduction and Sponsor Acknowledgments 01:40 Meet Paul Chadwick and PureLogic 04:50 What PureLogic Does for Dental Practices 04:55 How AI Analyzes Calls and Improves Conversions 06:30 Understanding Front Office Optimization 08:00 Voice vs. Text: Meeting Patients Where They Are 10:50 The Rise of AI Agents in Dentistry 11:55 Differentiating PureLogic from Other AI Companies 15:30 Using Data to Train and Support Front Office Teams 17:25 Key KPIs Every Practice Should Track 20:21 The Truth About Missed Calls in Dentistry 21:40 Where Practices Need the Most Help 24:53 Managing the Modern Dental Tech Stack 27:20 PMS Integrations and Vendor Consolidation 28:05 The Future of AI in Dental Operations 30:46 How AI Will Personalize the Patient Experience 31:30 Lightning Round: Quickfire Q&A with Paul Chadwick 38:17 How to Connect with PureLogic 38:47 Closing Thoughts from Dr. Len Tau — Connect with Paul
"What gets measured gets managed."Everyone knows this.But here's the question most leaders never ask:Are you measuring what actually matters?I see this all the time: Leaders drowning in data. Dashboards full of metrics. Weekly reports. KPIs tracked religiously.But when I ask them, "What are you actually measuring? And why?" they can't answer clearly.They're measuring everything. Which means they're measuring nothing that matters.Here's the problem: Most leaders measure lag indicators—outcomes that already happened. Revenue. Profit. Customer churn. Employee turnover.These tell you what happened. But they don't tell you what's going to happen. Or what you can actually control.Lead indicators predict the future. They're the activities and behaviors that drive outcomes. But most leaders don't track them.In this week's newsletter (LinkedIn) and podcast, I'm diving into:Why most performance metrics are useless (lag indicators only)The difference between lead and lag indicators (and why you need both)How to measure what actually matters (based on your Mission)Why Performance is a core element of your Leader's DashboardBecause if you're measuring the wrong things, you're managing the wrong things.And that's costing you.
When it comes to scaling smarter, not scattered, there are three mistakes owners make that hurt efficiency, profitability, and leadership. Kiera talks about how Dental A-Team helps practices simplify methods so that success is humming across all locations. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I hope you are having such an amazing day. Today is podcasting day and I actually did a little reel for you guys to come and enjoy getting ready for me on podcasting day. My husband and I, we did this funny thing when I got like amped myself up and we're like, I love my life. I love my job. I love podcasting. And I don't know if you guys have seen that little girl. who does that where she gets so excited about life and it's like, I love my bed, I love my hot tub, I love my view. And truly I love all of you. And I'm just super excited to be here with you podcasting, to be talking about great things in dentistry. And today I think that this one's going out to our multi-practice owners. And these are three costly gaps that I've noticed within multi-practice ownership that really try to highlight some of the gaps because at the end of the day, the podcast was created to help all dentists elevate, to help all of us rise, to positively impact the world of dentistry in the greatest way possible. And that's what we're about. That's what our mission is. That's what I'm about. And so today going out to those multi-practice owners, or for those of you thinking about multi-practice ownership and do you want to do this? do you want to like, what are some of these gaps that maybe could also impact solo practice owners? So at Dental A Team, do work with solo practice owners, multi-practice owners. We work with... like from basically one million, you know, you're maybe at that 650, one million range, all the way up to that 10, 15, $20 million range as well for practices. And there is a no one size fits all in Dental A Team I'm very, very, very, very big on who we hire and who the people are within our company. And with our clients that this is your life. This is your dream. There is no ultimate destination that we're trying to get all of our practices to. There is no final You've got to hit this in order to be excellent within Dental A Team. is what is your life? We have some owners that are working at two or three days a week. We have some owners that are working six days a week. We have some that want multi-practice ownership. have others that want solo practice ownership. We have some that are solo practitioners doing 4 million in one location of about six to seven operatories. We have others that are in multi-locations doing 2 million. So really there is a no one size fits all. It's more what do you want to be? And we call this the yes model. So where do you personally and professionally want to be. stands for earnings to make sure you're profitable and S stands for systems and teams to support that. So really making sure that way you can say yes to your life, yes to the things you want in life. That's what we're about. So with that, like when you look at multi-practice ownership, it does not necessarily mean adding more profit. I've talked to several multi-practice owners that are actually making less money in multi-practice ownership than they are. prior to expanding to multi locations. Think about it. You've got one location that's doing really well, the other one's not doing so well, well, your good one has to then support your not so cash flowing one. So sometimes it actually can be a lot more costly for you. And so for you to just realize that some of the ways that we can do this will actually impact solo practitioners. ⁓ And so the three things that we're gonna work on today are like, things that hurt efficiency, they hurt profitability and they hurt leadership. So when we look at this, doing a deep dive on that, that's really what I want you to look at of like how you can scale smarter and not scattered because really with multi-practice ownership, I remember the day we opened our second location. Our first practice was doing, it was 500,000 to 2.4 million in nine months. And then we opened our second location and you better believe that it was like just adding more fuel to this already burning chaos fire. I think that's really, really clear. And I hope you heard that it was adding more fuel. to the chaos fire, not to the profitable fire, but to the chaos fire. ⁓ And that was really, really, really struggling. ⁓ It was hard on me. It was hard on our practice. It was hard on the team. I was not showing up as a great manager. I was not showing up as a great ⁓ leader. I was not showing up as a great partner. ⁓ I was not showing up great in my marriage. It was like literally just trying to swim through and feel like I was trying to survive rather than doing it smart. And so that's something really big that we've been wanting to do for all of you is to give you this smarter way. Dental A Team was really here for you. It was built by people who are just like you, who have been in your shoes, they don't just understand you, but have actually been in your shoes, who's walked the walk, talked the talk, and we've done it very successfully. So I love to help offices. Hopefully we're helping you. ⁓ And if you love this podcast, please be sure to like it, start, share it, because that's how we're able to help and influence more people. number one, the biggest number one miss is no centralized operations. So that means ⁓ we don't... we don't have a central plan and instead our practices are individual islands. This was very much my practices. We had our one and it was doing certain things and we had our second one and it was not doing certain things. And so going from each practice felt like I was going to multiple different locations, multi different pieces and that really gets hard. And so we have inconsistent systems which means we have unpredictable outcomes. And then on that, like we did not have a set way that we'd schedule. So we'd schedule one way at our first location another way at our second location. Our billing was not the same. The way we were insurance verifying, our fee schedules weren't even the same because we were in two different cities. And so we had different fee schedules. ⁓ Reporting was not the same. We did not have leaders in both practices. We did not have SOPs that could scale. Like truly our operations manual was not done and we just thought buy another practice and let's go through this. Rather than having a set standard, and this is something I'm really big on when people want to go to multi-practice ownership or they're already in multi-practice ownership. This is really where we start. There's a practice that we're working with and I think about them, were, the solo doctor was running around to every single location, trying to out-produce the problems instead of fixing the problems at the base level. And that's going to be through this of like centralized systems and getting systems in place and like having our scheduling and our billing and our cashflow consistent and looking at each of the individual practices ⁓ to make sure that they are centralized. And so when we work with multi-locations, What we do is we actually simplify it down. So you don't necessarily have to have centralized billing or scheduling like right away. Once you get to that four or five, usually it's very recommended to have centralized billing or I've got some practices that are multi like it's one location, but they have about 15 to 17 operatories. Well, that does count in my opinion as multi ops, multi practices, cause a lot of times multi practices are like five ops or more. So you think about a 15 op practice that's like three practices, but just under one roof. So even in this larger practice, I often recommend we start to centralizing. So we have a set standard of how we're doing billing. We have different reporting metrics. You've got to have the KPIs. We've got to have the set system. So what we started to do is we standardized the operatories. So all ops are the same. We standardized how we're scheduling. We're all in the same softwares. We have an SOP. So we've got our front office, our back office teams, and we do the exact same way. So how we're doing it. We had both practices auditing each other so that we standards were not getting missed and it wasn't. Well, this practice does it this way and this one does it this way. No, we're trying to make these standardized. that way, again, it's not so that way we can't have our own flare and variety at the different locations, but it's so that way when practices show up and doctors show up, we're actually able to be efficient and effective because we're able to have it be the same. It's like, could you imagine ⁓ if your practices were like everybody's varying different houses? So the way I put my silverware in my house might be very different than where you put your silverware in your house. So just imagine we've got five different houses, how much easier it would be if we all walk in and we all agree that silverware goes to the right of the dishwasher. Well, now, no matter where the dishwasher is placed in a house, we know silverware will always be to the right of the dishwasher. Just like when we walk into an operatory, we always know that the ⁓ disposable, so our gauze, our cotton, is always to the right of X. It all practices. So as much as we can get them similar, so that way it's just more efficient, it's more streamlined, everything is working together rather than against each other. but truly getting centralized operations in multi-operatories or multi-locations is going to be one of the biggest ways to cut costs, to save time, and to make it more efficient for a better patient care all the way around the board. So really look at your practice and see, do we have inconsistent systems? Are we doing things differently? Do we have different flares and flavors? Do we have like five different houses within our multi-practice ownership? And what could we do to unify it across all of the practices this quarter? And usually when I'm starting with an office, I'm going to look for the scheduling because that's usually the fastest. Then the operatories will be my next piece that I'm going to go for. And then after that, we're going to go into our billing tactics and making sure that goes into it, which leads me right into point number two. And this is gap number two and it's profit per location is not being tracked. A lot of times when people get multipractices, what they do is they just keep it all under one tax ID number. I understand your reasoning. I did that when I started my multiple businesses. It actually gets really hairy scary. And so ⁓ Yes, like let's untangle this. I'm not a CPA. My job is not to be giving you financial advice. My job is just to help you as a consultant. We pair really well with CPAs. And so miss number two is when we don't have profit being tracked per location, but overall as total revenue, but not knowing which practice is profitable and which practice is struggling. That's a really, really, really big miss as a practice. So helping you just understand that you've got to a hundred percent. make sure we're looking at the profitability and breaking it apart. So each practice has its own tax ID number. Yes, this is annoying. Yes, you have to fix the billing pieces for it, but each practice needs to be treated like its own individual business unit. within the bigger whole. So it's like we have the same standards, we have the same operatory setup, we have the same softwares, we have the same billing tactics, but what we have is we make sure each practice is profitable. So we know how much are we paying for all the fixed versus variable costs and we're tracking those within each location. When team members travel between each location, they're actually paid out of two separate entities. So they could be technically putting in more than 40 hours, but if they're only putting 20 hours here and 30 hours here, technically that's not over time. It's like working two different jobs. Now you have to be careful with that to make sure that those employees are not overworked. But making sure that like when I've got team members going to multi locations, I am tracking it per location. I am tracking it per practice. When I've got regional managers separating out that regional manager salary amongst all the locations to make sure is this practical profitable? And if not, what are the underperformers? What are the root causes? How can I get this profitable? Can we do block scheduling in there? Can I work on my costs? I've got two practices right now and their rent is much higher in one location. Well, if I've got higher rent over there and higher costs, I have to produce more in that practice than I do. So I can't have the exact same block scheduling in both locations. I can still block schedule similarly, but I have to make sure that I'm hitting my correct overhead percentages and that each practice is profitable. We have separate credit cards for each location. So we're ordering on those separate credit cards. So it is per location. We have different bank accounts for each location. So the money's coming in so we can see what it is. And what's crazy is when offices actually do this, what they find is they're actually able to quickly identify what the root causes of that practice. They're able to bring it up to par. like one practice, they're losing money due to not having hygiene reappointments in there. So like the hygiene team is not as profitable as they should be. So we laser focus in on that. We fix the systems across the board, but we laser focus on the practice that's struggling. And we're actually able to boost them by 400,000 per year just by fixing that one small problem, because we're not looking at the organization as a whole. Yes, you do need to look at the organization as a whole. but you do need to like scope it down to how each practice is performing. And this should be weekly, monthly, quarterly to then assess how we're doing. ⁓ When people get into multi level DSOs, you better believe they're looking at their top performers and their lower performance. And a lot of times they cut those lower performing offices out because that's hurting their overall profitability of the business. So many offices have really high producing practices and they're dumping it to go save the other ones. Just like thinking about a real estate portfolio. they're looking and rebalancing those portfolios, but for you to rebalance it is to make sure you're tracking the profit per location and we're fixing the issues at the base root problem. ⁓ And so really what it should be is you should A, make sure you're running them individually, B, do a P &L by location and let's figure out where our gaps are within the finances to see how can I make each location profitable and set that as the target as the goal for your regional, for your office managers. This is the goal per location. I work with an office and we have six locations that we go to quarterly. And we are looking at their scorecards every single week, every single practice. And then we look collectively at the whole to make sure organization as a whole is profitable. Yes, when we started new and of course we're going to be dumping money into it. But the goal is for that new practice to be profitable. Six months to one year max is when they need to start breaking profit. And so when teams know this, when office managers know this, what happens is the whole portfolio actually does better and the businesses are running much more effectively, efficiently with better patient care, better team awareness all around. So that's miss number two, ⁓ gap number two. Miss number three is not having consistent accountability. So when you have it, oftentimes it's just this chaos. Like I said, like we're adding more fuel to a chaos burning fire. And so ⁓ when we have that there's no roles, there's no structured check-ins, there's... It just feels like hope and pray. And then we're trying to like get the profitability margins. We're trying to do all those pieces. So we've got to have cadences in there of weekly calls, having weekly scorecards and quarterly reviews. ⁓ And so when you have leaders at each location, what they do is they, get all office managers together on a weekly call. They look at the scorecards for their practices. They look cross company so they can look at all the other offices. So if I'm struggling with a profitability, but this office over here is doing really well. office managers sync up, let's have you two work together, let's have you see what you're doing differently. That way everybody's able to be profitable. So that really helps. And then you empower all the leaders to own their KPIs and report back. So they're owning their teams, they're owning their departments, they're owning the profitability of their practice. And then this way we're able to have metrics that are the same across all locations. So having a set scorecard that's used, when we do it within our company, we have practice A, practice B, practice C. Right now I've got an office I'm thinking of and practice A is super profitable and practice B is not. And they're just looking at it collectively as a whole versus saying, my gosh, we've got to get like practice B profitable. Practice B is not producing and it's not collecting what it should be. A lot of times also that profitability margin is hurting because we're not collecting. And so one practice is very much collecting, paying for the other practice, but it's just due to broken systems and not having that O-M responsible. And it's because we're spread across trying to be ⁓ efficient, which is true, but we have to have individualized centralized accountability frameworks in each location. So it reports up. People know who's ultimately responsible for that practice for the different pieces, rather than it being we're all responsible for everything. That means nothing is actually truly being tracked. So ⁓ when we've implemented these scorecards across practices, usually what you start to see is you see an increase in profitability, an increase in collections, an increase in case acceptance, because everybody's looking Like we're looking side to side, it's like Sudoku. I'm looking to see how am I comparing with my other practices and how can I get the support where I'm struggling? And then you also start to create cohesiveness as a unity. You start to create cross collaboration. And this is a huge, huge, huge mess in multi-practice ownership and even in bigger practices. So when you look at this and you have that weekly reporting rhythm, you have this weekly accountability, and then you start to empower your leaders to meet with their team members once a month. and then have quarterly cadences where we're looking to see how we're doing, you start to see teams rise up. Because now it's like, great, we know what the scoreboard is. We know what we're aiming for. know everybody knows what they're accountable for. There's no more of this confusion of what should we be doing or should my practice do this, but your practice doesn't. You try to get them as standardized as possible. And what I will tell you is working with multiple multi-practice owners, this is not a dream. This is a reality that you should be striving for and that you can do. I love to work with Mac. multi-practice owners because I love to take the chaos and turn it into simplicity. I love to help you see which like it's like a ball of yarn and you're like, my gosh, like pull this string or pull this string or pull that string. And like, we don't know how to untangle what we've created. And so doing these three misses of not having centralized operations. So making sure we're centralized across the board, making sure each practice is profitable and then having accountability across the board. When you streamline those across all your locations, instantly things get better. Scaling is not great when it's chaos. Scaling is great when it's tightened, when it's predictable, and when it's consistent. That's when it becomes fun. That's when it becomes fun to be multi-practice honored, but it is not fun when it is the chaos. And so when we do this, this is something that I'm obsessed with. This is something I love to help offices. This is where I love to help regional managers figure out how to do this because a lot of times they don't even know. They've never done it before. They've just been a great office manager and doing one baby versus five babies. We all know as parents and siblings and aunts and uncles, we know that one baby is a lot easier than five babies. However, five babies can actually be easier on certain levels when we have set standards and we have set processes and we have set things in place and we've got rhythms and we've got routines that actually sometimes can be easier than just one because it forces you to actually rise up. It forces you to be better than what you've been. And so with this, just know these are some of the three big gaps that we see in multi-practice ownership or large practice ownership. These are some of the areas that we really expert help. And hopefully for you to just have a quick like checklist of like, where am I doing on my standardized ops? How am I doing on profitability of each location? And how am I doing on accountability, KPI tracking, scorecard accountability, weekly check-ins, implementing just a few of these things will radically help you. But sometimes it's so hard to lift your head up out of the bubble when you're living in the bubble. And so if you're struggling with that, reach out. Like let's just have a conversation. Let's see if we're a right fit. If nothing else, we'll give you a lot of gaps, a lot of tools, a lot of tips and help you out. reach out, Hello@TheDentalATeam.com. Go to our website, TheDentalATeam.com and click on the book of call. This is what we do. We create structure for scale, clarity for leaders and profit for every location. Like that is what our obsession is. And so I'd love to help you out. As always, just know dentistry is the greatest place we could ever possibly be in. We are so blessed to be a part of dentistry. And I just want you to remember like if multi-practice ownership or larger practice ownerships on the horizon, these are things to do. If you're already in the weeds of it, you know, it's a lot harder to actually do than you thought it was. And so reach out. There's no reason to do this alone. The industry is hard as it is. So there's no reason to do this alone. Reach out. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.
Earmark Media Presents a bonus episode of Earmark Podcast:Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.Meet Our GuestsJames ErvingLinkedIn: https://www.linkedin.com/in/jameserving/Learn more about FathomOfficial website: http://fathomhq.comChris MackseyLinkedIn: https://www.linkedin.com/in/cmacksey/Learn more about Prix Fixe AccountingOfficial website: https://prixfixe.accountants/Need CPE?Get CPE for this episode: https://earmark.app/c/2912Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Send us a textAre we preparing young people to follow instructions or to solve real problems? We explore a better path with Barry Garapedian—financial advisor, mentor, and author of Winning the Game of Life—who makes a compelling case for teaching value creation as the antidote to uncertainty, inflation, and the AI upheaval. Together, we unpack the hidden curriculum, why compliance still shadows classrooms, and how to build graduates who contribute, not just compete.Barry maps out his Seven Fs—family, faith, friends, fitness, financial, fun, philanthropy—as a practical life blueprint. We dig into the systems that turn big ideas into daily progress: mentors over guesswork, a color-coded calendar, KPIs for sleep and routines, and 90-day goals across work, personal growth, and wellness. He shares the “impossible goal” that raises your baseline, plus a decision-board approach that keeps your aspirations visible and actionable.We go tactical with micro-leadership: “practice going first,” replace weasel words, and learn to hold “third vault” conversations that create trust and impact. Barry reframes ADHD as a superpower when paired with structure, and offers an anxiety playbook—never worry alone, get the facts, make a plan. For parents and educators, we lay out how to allow healthy struggle while opening doors to mentors and networks. For students, we emphasize AQ—adaptability—as the new edge in an AI-powered economy, backed by four reliability habits anyone can master.By the end, you'll have a toolkit to help young adults measure ROI as return on impact, choose better books and better rooms, and codify shared values with a family constitution. Ready to shift from achievement to contribution and help the next generation become confident problem solvers? Follow the show, share with someone who needs a nudge, and leave a review to help more listeners find us.Great News! The Brighter Side of Education is now CPD Accredited! Sponsored by Dr. Gregg Hassler Jr., DMDTrusted dental care for healthy smiles and stronger communities—building brighter futures daily. Head to the show notes to find if this episode is CPD eligible and details on how to claim your CPD certification!Sponsored by Dr. Gregg Hassler Jr., DMDTrusted dental care for healthy smiles and stronger communities—building brighter futures daily.Support the showIf you have a story about what's working in your schools that you'd like to share, email me at lisa@drlisahassler.com or visit www.drlisahassler.com. Subscribe, tell a friend, and consider becoming a supporter by clicking the link: https://www.buzzsprout.com/2048018/support. The music in this podcast was written and performed by Brandon Picciolini of the Lonesome Family Band. Visit and follow him on Instagram.
Your podcast is live, but now the real journey begins. Growth is where your show becomes a brand, a business asset, and a tool that compounds in visibility and authority.In this episode of As It Relates to Podcasting, host Simona Costantini wraps up the 10-week launch series by diving into the strategies that take your show beyond day one. You'll learn how to interpret your podcast analytics, measure the right KPIs, refine your content with intention, and evolve your show based on listener behavior and performance trends.Simona also dives into how to build a powerful guest strategy, how to track ROI, how to use completion rates and retention to shape future episodes, and why iteration turns your podcast into a platform that grows your authority and revenue over time.If you're ready to scale your podcast with clarity and consistent momentum, this episode gives you everything you need to strengthen your direction, refine your voice, and grow your show with strategy instead of guesswork.Inside this episode:The analytics that matter most for long-term podcast growthDownloads, completion rate, and subscriber trends explainedHow retention reveals your strongest topics and formatsWhy audience behavior guides your future contentHow to refine your show for longevity and authorityWhat agile creators do differently to stay relevantBuilding a strategic guest lineup that expands your networkHow cross-promotion doubles your reachHow to nurture relationships that lead to ROIWhy iteration is the secret advantage of top podcastersHow your podcast becomes a business asset, not a weekly taskInvitation to join the Launch Your Podcast in 8 Weeks courseIf you're ready to launch your podcast with clarity, confidence, and a strategy that actually gets you seen, this episode will show you exactly how.✨ Free Resource: Download my Podcast Launch Blueprint, the 5-step system to plan, record, and launch a professional show in just 8 weeks.https://voltproductions.co/podcast-launch-blueprint-2025 Launch Your Podcast in 8 Weeks Course: https://voltproductions.co/launch-podcast-8-weeks-course-offer #PodcastGrowth #PodcastStrategy #PodcastAnalytics #PodcastingTips #PodcastEducation #AsItRelatesToPodcasting #SimonaCostantini #VOLTProductions #PodcastMonetization #PodcastLaunchTips #PodcastContentStrategy #GrowYourPodcast #PodcastGuests #PodcastForBusiness #PodcastMarketing #SpotifyPodcasters #YouTubePodcasts #PodcastWorkflow #PodcastPerformanceLearn about:00:00 Launching versus growing your podcast00:40 Why post-launch strategy determines long-term success01:20 Going deeper with the 8-week podcast launch course02:00 Understanding analytics without overwhelm03:00 Downloads per episode and what they actually signal04:00 Why completion rate reveals true listener quality04:30 How subscriber growth boosts discoverability05:00 Tracking leads, traffic, and inquiries05:45 Using retention to guide future content06:30 Refining your format for longevity07:00 How your audience shapes your evolution08:00 Spotting patterns that influence your message09:00 Using guest strategy as a powerful growth lever10:00 Cross-promotion and expanding your reach11:00 Relationship-building as a podcast growth engine12:00 Tracking guest ROI for long-term collaboration13:00 Iteration and how it creates industry...
En esta conversación con Andrew McAfee, cofundador y codirector del Initiative on the Digital Economy del MIT, exploramos cómo las empresas pueden integrar la Inteligencia Artificial (IA) para generar valor real, más allá de la innovación superficial.McAfee define el error más común en la adopción de la IA: dedicar demasiado tiempo a la planificación, la formación de comités y la reflexión sin llegar a la implementación. Por ello, lo más importante es empezar a usar la IA y monitorear su funcionamiento.Descubrirás las claves para una integración exitosa:• Maestría Digital: La combinación esencial de Capacidades Digitales (inversión efectiva en tecnología) y Capacidades de Liderazgo (una visión que impulse la transformación).• Priorización y Medición: La importancia de alinear las oportunidades de IA con las prioridades estratégicas de la organización y establecer indicadores de avance (KPIs) claros.• Adopción Obligatoria: El éxito en la adopción de la IA debe ser un OKR (Objetivo y Resultado Clave) en la evaluación de desempeño de los empleados.Si tu organización busca transformar la experiencia del cliente, explotar operaciones centrales o reinventar modelos de negocio a través de la IA, en este episodio encontrarás un marco estratégico para una ejecución que perdure.
Emotional intelligence in sales isn't soft - it's the foundation of ownership, accountability, and how your team shows up when it matters. In this episode of the B2B Sales Trends Podcast, we explore how mindset, self-awareness, and personal responsibility create a deeper, more resilient ownership culture that shapes sales performance far beyond KPIs.
If you've ever struggled with overcoming procrastination in real estate, this video is your roadmap. Gino Barbaro breaks down how to shift from hesitation to massive action using simple, proven frameworks inspired by Jim Rohn and Hal Elrod's Miracle Morning.In this lesson, Gino shares the exact three-step system that helped him move from procrastination to perseverance—both in business and life. You'll learn how to break down overwhelming goals into small, doable actions, why writing things down creates clarity and momentum, and how aligning your goals with your core values eliminates friction. Whether you're trying to close your first multifamily deal or build long-term habits, this episode reveals how overcoming procrastination in real estate is really about process, accountability, and personal growth. Gino also explains how tracking KPIs, building morning routines, and shifting your mindset can accelerate progress in any market.Connect with Gino Barbaro: https://jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Is your agency growing fast but still running without the right structure or leadership team to sustain that growth? If too many people are reporting directly to you, it's a clear sign you've outgrown your current setup. But building that next layer of leadership isn't as simple as promoting your top performers. Without a clear strategy, those well-intentioned promotions can backfire, causing confusion, turnover, and setbacks that stall your agency's momentum. Today's featured guest learned that lesson firsthand. After experiencing a year of costly turnover caused by the wrong management moves, he came away with a better understanding of what real leadership development looks like. In this episode, he'll share what it takes to scale beyond seven figures, the mistakes that nearly derailed his agency's growth, and the key shifts that helped him build a stronger, more sustainable business. Brandon Rost is the founder and CEO of be Marketing, a Pennsylvania-based advertising agency that helps brands grow through creative, digital, and media strategies. Over the past decade and a half, Brandon has built his agency from a solo operation into a multi-million-dollar powerhouse by focusing on relationships, resourcefulness, and relentless problem-solving. He's proof that you don't need to have all the answers when you start, just the willingness to figure it out along the way. In this episode, we'll discuss: How to reinvest profits strategically to scale your agency sustainably. Why promoting top performers doesn't already create effective leaders. The KPI's and systems that improved profit and cash flow. The mindset shift that turns fast growth into longterm success. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Why Being Resourceful Is the Key to Building an Agency Brandon didn't plan on running an agency. At the time, he was managing social media for a corporate job and bartending on the side when a PR firm owner offered him a shot at managing her clients' social accounts. What started as ten small accounts quickly snowballed into a full-time business. Like most early-stage entrepreneurs, he had no idea what he was doing at first. He sent invoices in Word documents, figured out HR and finance on the fly, and said "yes" to every opportunity—then learned how to deliver later. It wasn't glamorous, but it worked. That resourcefulness became his superpower. As anyone who has grown a business can tell you, success comes from resourcefulness - not knowing everything. You don't have to know everything right now. Just figure it out and make it work. Scaling Up: Investing Every Dollar Back In the Agency For the first few years, Brandon kept bartending to cover his bills and put every dollar the agency made back into growth. That discipline gave him the runway to build a real company without debt or short-term panic. He hired his first part-time employee within a year, went full-time around year two, and hit seven figures by year four in 2014. However, crossing the million-dollar mark didn't come with confetti and fireworks. It came with more responsibility, more moving parts, and a steeper learning curve. "Everyone thinks hitting a million feels different," Brandon said. "It doesn't. It just brings on more work." Instead of waiting for that milestone to magically change things, focus on building the right foundation so the business can continue to grow without you doing everything. Make it a point to continue to delegate part of that workload every quarter, and after a couple of years, you'll find you've gotten your freedom back. Learning to Lead and Let Go: Building a Leadership Team Brandon learned the hard way that leading people requires a completely different skill set than landing clients. As the agency grew, he at one point had seventeen people reporting to him and eventually realized it just wasn't sustainable. It was the right moment to create different positions that would oversee different departments. However, his strategy was flawed at first; "We elevated people just to elevate them," he said. "And it set us back a year." He never stopped to ask whether or not those employees were ready or even suited for management roles. As a result, they dealt with a year of turnover followed by slowly getting back on track. The lesson for Brandon was: put the right people in the right seats, and don't assume your best technician wants to—or should—manage others. Leadership isn't a promotion; it's a whole new role. Knowing Your Numbers and Turning Chaos Into Profitability Once the business hit its stride, Brandon turned his focus to profitability. He shared how the agency once got caught in a dangerous cash flow loop of collecting Google ad payments for clients and effectively becoming a bank instead of a marketing firm. After untangling that, his team started tracking key KPIs more closely: AGI (Agency Gross Income) in the 55–60% range Net profit around 10–12% Payroll around 33% of AGI By simplifying operations and separating client media costs from agency revenue, they stabilized cash flow and built a healthier margin. Simply put, what you measure improves and, for Brandon, that meant finally treating the numbers as a steering wheel instead of a rearview mirror. Sales: The Last Most Agency Owners Are Ready to Hang Up Even after 15 years, Brandon still handles most of the sales himself. It's something he admits he should've delegated earlier, but building a sales team isn't as easy as hiring a "radio guy" and hoping they sell. After two failed attempts, Brandon realized the problem wasn't the salespeople but rather the lack of systems. Now, the new plan is to support the team with brand marketing, create a "sales tackle box" full of proven client stories, and build repeatable processes for outreach, follow-up, and closing. You'll always be the best salesperson until you document what's in your head. With the right structure and stories in place, a sales team can finally scale what made the founder successful in the first place. What Scaling Fast Taught Him About Patience and Culture Looking back, Brandon said the biggest surprise was how much patience real growth takes—and how easy it is to lose sight of culture while scaling fast. Whether it was figuring out HR policies, managing team dynamics, or setting boundaries for office events, every new level came with a new layer of learning. He now focuses on balance: growing deliberately, empowering leaders, and making sure the culture that got them here doesn't get lost along the way. "We've learned to grow smarter, not faster," he said. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
In this episode, Frank La Vigne sits down with Itay Haber, CEO of Data Noetic, to unpack how AI is revolutionizing supply chain management. Forget spreadsheets and dashboards—Data Noetic is building an autonomous digital brain that proactively tackles delivery bottlenecks and bridges the gap between scattered data and process improvement.You'll hear real-world tales of missed bathroom tile deliveries, multi-million dollar construction delays, and the true impact of getting ahead of supply chain hiccups before they snowball. The trio explores how agentic AI isn't just hype: it's driving tangible results, saving time, boosting KPIs, and reimagining how companies of all sizes make decisions. From pharmaceuticals to consumer packaged goods, discover why trust, transparency, and agility are the new gold standards in supply chain operations—and how data-driven agents just might become indispensable.Tune in for a masterclass that balances digital wisdom with a dash of dry wit, and learn how emerging tech is helping organizations deliver on time, in full, and with a whole lot less existential angst.Time stamps00:00 "Autonomous Supply Chain Optimization"06:01 "Optimizing On-Time Delivery Failures"07:27 Proactive Warehouse Order Management13:06 "Aligning Perception with Reality"15:08 "Streamlining Order Fulfillment Process"18:18 "AI Revolutionizing Problem Coordination"22:18 "Data Validation and AI Insights"25:04 Predictive KPI Monitoring with Gen AI27:09 Clarifying Questions for Assistance31:37 "Tailored Software Delivery Models"34:35 "AI's Role in Complex Industries"37:00 "AI Focus and Value Debate"42:37 "AI Bubble and Valuations"46:43 AI's Transformative Impact on Jobs48:17 AI Enhances Jobs, Not Replaces51:44 "AI: Boom, Bust, Transformation"57:38 "AI, Data, and Change"
Interview with Jon Morris, who built Rise Interactive from a $10K business plan competition win into a nearly $40 million digital agency before selling it. He now runs Fiscal Advocate, where they help business service companies turn financial data into a growth engine. Jon shares practical insights on scaling, the KPIs that actually matter, and how to free up cash to fuel marketing and growth — so you can build a more profitable, sustainable business. His web site is https://www.fiscaladvocate.com/
Formula 1 Chief Commercial Officer Emily Prazer joins The Big Impression to accelerate the motorsport's hold on Americans with year-round content and venue in Las Vegas. Episode TranscriptPlease note, this transcript may contain minor inconsistencies compared to the episode audio.Damian Fowler (00:00):I'm Damian Fowler.Ilyse Liffreing (00:01):And I'm Ilyse LiffreingDamian Fowler (00:02):And welcome to this edition of The Big Impression.Ilyse Liffreing (00:09):Today we're joined by Emily Prazer, president and CEO of the Las Vegas Grand Prix and the Chief Commercial Officer of Formula One. She's helping transform F1 into one of the fastest growing sports brands in the world, leading strategy partnerships and fan engagement across markets from Miami to Melbourne.Damian Fowler (00:30):Emily's here to talk about the road to the last Vegas Grand Prix on November the 22nd. Now, in its third year, the Vegas Grand Prix turns the strip into a global stage where sport, entertainment and culture collide under the neon lights.Ilyse Liffreing (00:46):I love that. From the 100 day countdown events to new sponsorship models and digital fan experiences, formula One is redefining what a modern sports brand can look like, especially in the U.S. market.Damian Fowler (01:02):In past years, the marketing around Las Vegas, the Grand Prix has felt like a crescendo building over several months. What's been your strategy this year as you build, it's the third year, right? As you build towards those?Emily Prazer (01:14):Yeah, this third year, so I think the difference this year is we've had two years of a foundation to figure out what works and what doesn't work, but equally we've had our building open all year, so prior, well the first year we're obviously building the building for those that dunno, it's called Grand Prix Plaza. It's the length of three NFL fields, so it's not small. It's designed and built to service the Formula One Paddock Club, which is the most high-end hospitality that we offer in Formula One. Underneath that is where the garages are and where the teams hang out, so it's quite a significant building. When we first moved to Vegas, we purchased the 39 acres of land and have invested around $500 million in this infrastructure and so the difference I think is obviously the first year we were building it, the second year we were getting to grips with owning such a significant property in Las Vegas and then moving into the third year of the event, the building's been open all year and we built something called F1 Drive, which is carting.(02:10):We've had a restaurant up there called Fool and Fork, which is Formula One, themed food and beverage as you'd expect. We built an immersive Formula one experience called F1 X and so the marketing's ramped up, but that's because locally we've been able to activate since the day after the race last year all the way through to this year, and obviously how we market is very different depending on what we're trying to do, whether it's selling tickets or whether it's driving foot traffic to the building. It's all the awareness that we need in Las Vegas to continue to grow our fan base.Damian Fowler (02:41):The a hundred day countdown, that's important,Emily Prazer (02:43):Right? That was a big one. We always go big around a hundred days. We did a strip takeover, we made sure people understood that it was a hundred days ago. We did similar for 50 days, so we use those milestones to make sure, obviously Vegas is somewhat a last minute market. Some Grand Prix go on sale and sell out in 90 minutes. We see the most amount of activity from a hundred days through to November.Damian Fowler (03:04):That's very interesting. How do you decide which moments where you target your marketing strategy in that a hundred day buildup?Emily Prazer (03:12):Oh, well, we're very fortunate that the racing continues For those, again, that aren't familiar, formula One is a 24 race calendar, which spans globally, so we typically go big around the big races as you'd expect. We've just come out of Singapore where hopefully people have seen that McLaren won the Constructors Championship. We'll go big again around Austin and Mexico. They're both feeder markets to the Las Vegas Grand Prix and we'll just continue to make sure we've got major announcements, whether it be food and beverage merchandise programming all the way through between now and race day.Ilyse Liffreing (03:42):Now, can you also talk a little bit about the F1 business summits because you're also launching that during race week? Sure. How intentional is the idea of making Vegas not just a race, but a business and cultural destination?Emily Prazer (03:56):Sure. Well, if you look at what Vegas do around other major sports, it's not that we're trying to reinvent the wheel, we're taking learnings from how well the NFL have operated there with the Super Bowl, even around WWE where you see them extend from a one or two day event through to a whole week. We are very fortunate that again, for those that dunno, formula One kicks off on Thursday with free practice, we have qualifying on Friday and then on Saturday is the race. And so we are lucky that we actually have really good opportunity for shoulder programming and so it was a lot of requests coming through from multiple stakeholders saying we'd love to get the ecosystem together and talk about how we've shifted Formula One culturally into something very different. Obviously it's a sport first and foremost, but I think everyone's now seeing the change into more of a lifestyle brand and a proposition around how we're executing with some partners, which I'm sure we'll get to, but I think a lot of it has been around how we kind of talk about that strategy and how we've grown the sport over the last five years.(04:54):So it was very intentional, it's had really great uptake and as you'll see as we get closer to the race, we'll start talking about what we're doing kind of Tuesday, Wednesday all the way through.Damian Fowler (05:04):It was interesting you brought up the mention of partners and the fact that Formula One now transcends the racetrack and I for one say follow some Formula One drivers on Instagram. How do you play into that whole notion now that Formula One is this lifestyle brand and what does that mean when it comes to partnerships?Emily Prazer (05:26):Well, we've been really fortunate that we've, formula One was bought by Liberty Media in 2017 and the handcuffs were taken off per se, where social media was something that didn't really exist in the sport prior to that and the drivers have done a great job and the teams have done a great job of giving us access collectively to the drivers. They're all a lot younger than they have been before, so we've been fortunate enough to help them build their profiles through social, but obviously the pivot came with Drive to Survive. Everyone knows that that was a big leap of faith that Formula One took to be able to give behind the scenes access. It's a complicated sport that had traditionally been kept to a different type of club and we've opened up those floodgates and obviously we're reaping the rewards of that at the moment.(06:10):It hasn't been easy, but ultimately when you have the likes of Netflix wanting to display what we do, hopefully everyone's seen the Formula One movie with Brad Pitt, which is now I think the highest grossing sporting movie of all time and Brad Pitt's highest grossing movie of all time. So that again, is a great explainer if you take that concept, the strategy around all of it has to create this always on dynamic, which isn't just about the 24 race weekends, it's about how to have brand extension through partnerships 24 7, 365 days a year that's come to life through our licensing business, which I can get to and also our sponsorship business, that the thought process was we want to sign less B2B organizations more consumer brands, not because we don't appreciate, we are always going to have a B2B element Formula One lives in that space, especially on the technical side of the sport, but as it talks about how we penetrate the fan base, how we acquire new fans and how we talk to fans differently.(07:06):One of the big pieces of it was, well, how do we show up in every shopping mall, not just in North America, but globally and using the likes of Lego? You would've seen our recent announcement with Tag Hoya. You now go to these shopping malls and you see these different brands actually activating and taking some learnings from how the US sports do it, where everywhere you go you can buy a t-shirt. I think one of my proudest moments was being at the Super Bowl last year in New Orleans and seeing people in the parade wearing Formula one T-shirts.(07:32):I was like, that shows that the strategy is working. In addition to we acknowledge that pricing of Grand Prix is expensive, they're also places you typically have to travel to, and so brand extension through license partners has been really important. We have something called F1 Drive, which we'll be rolling out, which is the carting proposition I mentioned in Vegas we have F1 arcade, which is now opening up and popping up all over North America. We have F1 exhibition, which is a tribute to the history of the sport and we'll keep growing as we want to keep penetrating and explaining to those fansIlyse Liffreing (08:07):Fans. That is really interesting hearing you describe just how different the strategy here is in the US too because F1 is such a global brand. How do you I guess, keep the brand though true to its global roots at the same time as also making it feel like America's race?Emily Prazer (08:25):Definitely not trying to make it feel like America's race. I think taking the learnings of how to speak to the audience we've acquired wherever we go, the benefit of being a global sport is we're global, but in each of those destinations we act very local. So when you're there, you very much know that when you're at the British Grand Prix that you're at Silverstone and there's all of the heritage around it, Monza, there's nothing more special in global sport in my opinion, than seeing the ZI on a Sunday run onto the grid with the Ferrari flags and what have you that you can't take that passion and bottle it up and just pop it into a US race. The US market is different, but if you look at how Miami has identified itself, you for sure know where you are. Same with Austin, where it's Texas and everybody is in cowboy boots and you know that you're in Texas and then Vegas takes it to a different level because we partner with our friends at the L-B-C-V-A and other partners in Vegas to bring that kind of extreme entertainment to life. So yeah, wherever you go, you really do know where you are and that's where I think the local element comes into play.Ilyse Liffreing (09:28):Has anything changed in the sports rights context in order for Formula One to really be able to create more social and organic marketing tied to the event?Emily Prazer (09:41):Yeah, I think it's that we've got the confidence to try different things and have given different types of access. So you'll see obviously that we have lots of short form content. Now we're noticing that this generation of fandom that we're trying to continue to excite wants to look at things slightly differently, whether it be through YouTube or TikTok. I think we're launching our first TikTok store in a couple of weeks, which I never thought we would be in a place to do, but it's a testament to where the sports got to. So I don't think the rights have changed. I think our approach to it has changed where we have the confidence because of the excitement around destinations like Las Vegas to shift our mindset. Like I say, we're not going to do it everywhere. We're going to pick specific places to test it, and Vegas for us for the last three years has served as that test testbed.(10:28):You'll see the collaborations alone that we do in the merchandise space we've not been able to replicate prior and we're proud of it. What we're doing there is giving us the confidence to deliver new partnerships across the sport. American Express is a prime example where they came in as a Vegas only partner, did a year of that, a year later became a regional partner, so they activated across the Americas and then a year after that became a global partner. So it's just showing that we can bring in these more consumer led brands, but also how we've shifted our mindset to be able to deliver against it.Damian Fowler (11:00):That happened very fast. It's kind of amazing. You touched on this a little bit, but the different audiences in the different markets. What have you learned after the first two years of hosting Grand Prix in the United States about American fans specifically?Emily Prazer (11:16):Just that you need to give them variety. They aren't going to come in and behave the same way as a traditional Motorsport fan that has been or has grown up with. The heritage of the British audience is a great example where I mentioned Silverstone goes on sale and sells out. We've had to adjust the product to make sure that we're very much catering to that audience and the programming around it, like we talked about, has been super important. People don't want to come just for one session, but they want the option to come and leave and go to a casino or go to a different show and what have you. So they're looking for all round entertainment, not just coming to watch the Formula One event, which we focus specifically on making sure that we deliver against.Damian Fowler (11:59):One thing that's interesting about Vegas as well is that it's a big draw for tourism globally as well and people fly in. So maybe that fan base is also kind of a mix of international and local.Emily Prazer (12:11):Yeah, well interestingly, we've seen the majority of our fan base come from Mexico, Canada, and within the United States. I think Vegas obviously is incredibly special that they cater to everyone. I think they have something like 150,000 hotel rooms that spam from five star all the way through, and so one of the things that we had to pivot from in the first year where we expected Vegas to be this really, really high end proposition was actually that we needed to cater for all different types of ticket package and hospitality package. So we've learned those differences. We thought that it would be very, very high end and mostly international. It's actually around 80% domestic, but drive in traffic and fly in traffic from other US markets in. Like I said, Canada and Mexico have been significant buyers of the Grand Prix and Vegas.Ilyse Liffreing (12:59):Very cool. I'm very curious what kind of feedback you've gotten so far from those fans, sponsors, broadcasters, anybody watching the sport in Vegas?Emily Prazer (13:09):Well, the sponsors love it because it's something different. Like I said, we put a lot of emphasis on the production. What we were all really surprised about was the quality of the racing. I think it has the most overtakes on the Formula one calendar, so that was something we weren't going to know until you can do simulations, but until you see cars going around the track in the first year, we didn't really acknowledge or understand how great the actual racing would be. So I think that was the biggest surprise around feedback and what the broadcasters and general audience have been quite positive about shifting. The mentality and mindset has been something that we're proud of, but it's all stemming from the confidence we've gained through promoting our own event.Ilyse Liffreing (13:47):When you look at success, what KPIs are you most interested in? Is it ticket sales or,Emily Prazer (13:54):I think it's all around halo effect for the sport ticket sales and revenue is obviously my ultimate goal. I'm the chief commercial officer of Formula One, so I don't think I can sit here and say otherwise, but brand extension and growing the fandom and being engaged, giving another touch point to the US audience when again, I mentioned Liberty bought Formula One in 2017, they were very clear that they had two very strategic objectives. One was growing the sport in the United States, the other was growing the sport in Asia and obviously Asia's taken a little bit longer for obvious reasons with COVID and what have you, but we're starting to see the momentum pick up again there. The US we heavily focused on signing Miami as a starting point as a partnership with the Miami Dolphins, which we're really happy with, proud of as they have shown us how to do it. Seeing how they put their event on before we even put on Vegas meant that we could really take their learnings. But yeah, the expectations are that we continue to grow it, that the production level remains incredibly high and that it's our tempo event in the Formula one calendar.Damian Fowler (14:55):Now, you mentioned the Netflix show Drive to Survive, and obviously there's been a lot of media around the importance of that show. Could you talk a little bit about the significance of that show, how it helps or not inspire marketing strategy?Emily Prazer (15:09):Yeah, it comes back to this always on point that I mentioned before, which is Formula One needs to be accessible for the next generation of fans to truly understand it and the next generation of fans care about the competitive nature of the racing, but they also want to understand the personalities behind the sport, and I think it gave us the opportunity to open up to be able to show who we all are. The technical terminology, the filming that went into that and the movie to be honest, has given us the opportunity to use that content to be able to explain what DRS means or what is the significance of each Grand Prix, what does it actually mean? So these drivers like the NFL, when a player puts on a helmet, it's hard to understand the emotion, but being able to get to know the drivers and the team behind the drivers, which is also incredibly important, has been really helpful in our marketing strategy.(16:01):But what it inspired was how do we talk to the different audience? Like I said before, you can't talk to that audience the same way that you talk to the 75-year-old fan that's been going to Silverstone since its inception. So a lot of it has been about how we change our thoughts around short form content and how we use different platforms. To talk to a different audience in different markets has just meant that we've had to learn how to engage and pivot from just broadcast on a Sunday to every minute of every day coming up with new ideas to talk to the fan base.Damian Fowler (16:34):That's pressure for sure. You also mentioned the different channels, and we do talk about a lot about how live sports is now available across many, many different channels and tech platforms are bidding next to traditional broadcasters. I wonder in the mix of things, and especially when it comes to the show and when you broadcast it, how important has that kind of explosion as it were of channels been?Emily Prazer (17:00):I mean we have been ahead on the curve on that somewhat for we are different. Formula One owns its own broadcast capability. We have an office or a building in the UK in Big and Hill and Kent for those that have been in London, been to Kent around London and it's incredible. We own and operate again the whole thing. So every camera, every fiber optic cable, everything you see at a Grand Prix is being produced by Formula One. We have remote operations at the track that go back to Big and Hill and we have 180 broadcasters globally. So we've always been slightly different to other mainstream sports in that regard because we produce our own show, which is helpful for us around sponsorship and what have you. But generally speaking, I think obviously the world is changing and we've got to make sure we keep up with it.Ilyse Liffreing (17:47):Looking forward, which marketing innovations, there's obviously a lot right now, but ai, contextual, programmatic, what excites you the most? Is there any digital marketing innovations?Emily Prazer (18:02):Yeah, I think AI is something that we are excited but cautious. Again, with the sport that's so technologically advanced, you've got to be thoughtful about how we use it. We also don't want to lock ourselves in one direction or the other. So we're doing a lot of work without Formula One has the most unbelievable roster of tech partners. If you think about Salesforce, AWS, Lenovo globin to name a few, they're going to tell us how to use AI to benefit our sport, not just commercially, but on the tech side. So we are very excited about it, not just from a marketing point of view, but from a just general point of view. How does AI benefit the sport? We're taking a massive amount of time to think about just general activations. I know that sounds kind of immature if you think about Formula One, but how do we bring different activity to the track outside of just races? I'm not sure if either of you saw what we did in Miami with Lego, where Lego built 10 full size cars for the drivers to race Lego cars around the track.Damian Fowler (19:05):I show my son that. That'sEmily Prazer (19:06):So cool. If you think about the content that that created around marketing, that was probably the most viral thing we've done in a very, very long time. So our marketing strategy at the moment is about solidifying the brand equity, making sure that we deliver against our partnership objectives and that we continue to grow our social platforms. I'm not going to say that we're not technically as advanced, but the data capabilities is all quite new to Formula One. Loyalty programs are all quite new to us, so for us, I keep coming back to it, but it's really about figuring out how to engage with the audience and have something to sell them. Again, we're a rights holder that doesn't have tons of assets to sell ourselves. We license a lot out, and so really it's about coming up with these creative ideas to be kind of 10 steps ahead of anyone else.(19:53):And I think we are in a very unique space. We're very lean, which means we can be very nimble. So when we're making a lot of these decisions, it's me going to Stefano who's the CEO of Formula one saying, how do you feel about us trying something like this? And that's again, where we link the Vegas piece together with the broader marketing strategy to continue to keep everyone engaged rather than it just being like a technical marketing play. Obviously we do that day in, day out, but I think for us it's the confidence we've got now to really push the boundaries and be the first to do a lot of different things, whether it be what we're doing in the broadcast around all of the different types of digital advertising and what have you. I think again, if you watch the races, you'll start to see that we are trying and testing new technologies in thatIlyse Liffreing (20:37):Way. And on that note, we talked a little bit before about the timing of the race in Vegas. InEmily Prazer (20:46):Vegas. Yeah.Ilyse Liffreing (20:47):Because it's a new time for you guys thatEmily Prazer (20:49):10:00 PM Yeah, we moved it forward from 10:00 PM to 8:00 PM which is great. I think a lot of people were struggling with how that's local time, right? Local time, yeah. When we first went to Vegas, the idea was that the timing would be in line with the boxing match or the show. So it wasn't done for any other reason than 10 o'clock on a Saturday night in Vegas is when typically you start seeing things happen. The difference being is that the distance or time you need to keep between certain amounts of sessions meant that it created gaps. So if there were delays that 10:00 PM could technically be pushed. And so we had our issues in the first year. We learned from those last year operationally delivered really well, but we still felt that it was slightly too late, hence the 8:00 PM start. So everything has shifted forward. We have F1 Academy this year, which we're really excited about, so that will, I think doors now open at 2:30 PM rather than four. So it means everything will be a lot earlier, but it's all for the show.Damian Fowler (21:48):And presumably you have a kind of global viewership as well, so that all impactsEmily Prazer (21:53):The trends. Yeah, I think it obviously will be beneficial to the east coast market, not so beneficial to the rest of the world, but we still feel good about the viewership numbers and what we're seeing. SoDamian Fowler (22:03):The true fans willEmily Prazer (22:05):Watch you, right? If not next. Exactly. Hands always come through. Exactly.Damian Fowler (22:08):Alright, so we've got some kind of quick fire questions here to wrap this up. So first off, what keeps you up at night in the lead up to this?Emily Prazer (22:16):Everything in the lead up? The lead up. I'm not sleeping at all my first year as A CEO, I think last year it would've been ticket sales. This year it's probably just security and all round operations. So as my role has expanded on the Vegas race particularly, it's just we are opening and closing the track every three hours. It's not like other street races keep their roads closed for up to seven days. We are having to keep it open and close it regularly. You're in one of the busiest roads in North America, so we don't really have much of a choice and we don't want to impact the locals any further. So I think it's just being responsible for the logistics is scary.Damian Fowler (22:58):Wow. I agree. Closing the road down is like mind blowing.Emily Prazer (23:00):Yeah, it is genuinely mind blowing. If you go to Vegas now, you can see that things are still are on their way to being built and it's like, oh wow, this is happening.Ilyse Liffreing (23:10):That is scary. I'm scary for you. What would you say is missing in the US sports sponsorship marketplace that you would love to see happen?Emily Prazer (23:19):Ooh, good question. I haven't thought about the answer to that. That's a hard one. I'm going to have to sit on that one for a minute. Don't worry. Yeah, I mean I can't speak for, I can only really speak for my sport, but I'd love to have the same access to the teams that N-F-L-N-B-A have as the rights holder. We definitely don't get to just sell the team IP as we see fit. We have something in Formula One called the Concord Agreement, which means that we have some restrictions there. But yeah, let me have a think about the broader space. Sorry. I like that answer One hit me.Damian Fowler (23:52):That's a good answer there. We can circle back and do it again if you want, but I like that to be honest. Okay. So which other sports or entertainment brands do you think are nailing their brand positioning right now?Emily Prazer (24:03):I think the NBA and the NFL, they just do it so unbelievably well and they have fandom here. I've never witnessed in the UK you very much see the fandom around a specific team. Here you see genuine fandom around the NFL. And what I love as a Brit in the US obviously is I still can't believe how each of the TV channels cross-promote each other for other games. So you'll be watching Fox and they'll be like, tune into CBS to watch this game. And you're like, oh wow. They really do do it for the greater good of the league. We would obviously it's different. We don't have multiple games in Formula One, but if I think about it in comparison to the Premier League, you really do follow the team. If I'm a Chelsea fan by the way, but I would watch Chelsea, I wouldn't then flip channels to watch Man United in the us.(24:57):I find myself on a Sunday watching three or four games and I'm like, I'm not even your core audience. It has to be something to do with the marketing that it's always there telling me what to do, telling me how to watch it. And I really admire, maybe this is actually the answer to the previous question. I actually admire how good they are at getting in my head because I think about it, I'm like, what games are on a Sunday or what playoffs are happening in the NBA and I go to watch it because it's there. Whereas like I said, premier League, as much as I'm a huge Chelsea fan and grew up with it, you just don't seem to be able to follow it like that.Damian Fowler (25:35):Yeah, that's very interesting. Would you say you were an NFL fan before you came to theEmily Prazer (25:39):Us? No, not at all. Didn't know the rules and now I'm like hardcoreDamian Fowler (25:42):Because of the marketing, I guess.Emily Prazer (25:43):Wow. Must be. They just got in my head.Damian Fowler (25:46):Amazing. Yeah. And that's it for this edition of The Big Impression.Ilyse Liffreing (25:54):This show is produced by Molten Hart. Our theme is by love and caliber, and our associate producer is Sydney Cairns.Damian Fowler (26:01):And remember,Emily Prazer (26:02):We've had to learn how to engage and pivot from just kind of broadcast on a Sunday to every minute of every day coming up with new ideas to talk to the fan base.Damian Fowler (26:13):I'm Damian. Ilyse Liffreing (26:14):And I'm Ilyse.Damian Fowler (26:14):And we'll see you next time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
During this episode, we discuss Radhika's OHLA framework, and how KPIs and OKRs have worn out their welcome in the professional world. We discuss the importance of puzzle setting and puzzle solving, as opposed to goal setting. What sets this apart is the freedom and autonomy it gives the team, a different type of control for the leader and nothing but opportunity for the business. Artwork by: Adam Powell Music by https://www.bensound.com License code: EOVRL7UXCBA7CRO4 Artist: : Benjamin Tissot
What if the key to business success wasn't just hitting KPIs, but creating a legacy where people feel seen, heard, and inspired to grow? This episode of "Boundary Breakers" is a masterclass in leading with purpose from Mark Mears, former exec at McDonald's, PepsiCo, and The Cheesecake Factory, and now the visionary behind LEAF Growth Ventures.
Welcome to this bonus podcast episode! When it comes to KPIs, studio owners typically fall into extremes. They either track everything and get overwhelmed—or nothing at all and are unaware of the true health of their business. In Episode 688: The KPI Blueprint: What Boutique Fitness Owners Actually Need to Track, Alina Cooper and Heather Garrick identify exactly which metrics are critical to watch. Leverage leads: check how many, where they're from, conversion and time to purchase Check your pulse: study retention and churn rates as the heartbeat of your business Monitor the money: know your monthly recurring revenue, expenses and profit Know their worth: calculate your client's average lifetime value, which drives revenue Make it happen: schedule a weekly KPI hour to identify issues and monitor trends When you keep eyes on the right data as a studio owner, you get valuable insights to make informed decisions. Unlock power and peace of mind in Episode 688. Catch you there, Lise PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/
In this episode, Chance Johnson, Chief Commercial Officer at Nexxen, joins AdTechGod to discuss how the company is reshaping the advertising landscape through trust, transparency, and innovation. From bridging the gap between buyers and sellers to empowering advertisers with interoperable tools, Chance shares insights on how Nexxen is helping redefine efficiency and collaboration in the ad tech industry. Takeaways Building trust and transparency is essential to bridge the gap between buyers and sellers in ad tech. Nexxen's interoperable platform enables collaboration and shared success across the ecosystem. Clear insights and data-driven tools empower smarter, outcome-based decision-making. In-housing ad tech provides control but brings high operational and financial demands. White-glove client service sets Nexxen apart in delivering responsive, hands-on support. SSPs play a vital strategic role beyond the “reseller” label in driving publisher value. The outcomes era signals a smarter, more transparent, performance-focused industry. Chapters 00:00 Chance Johnson joins the AdTechGod Pod and shares his journey to Nexxen. 03:30 Building trust and transparency between buyers and sellers. 06:40 How Nexxen empowers advertisers with interoperable tools. 09:00 Discussing the evolution of the web and convergence in ad tech. 11:30 Adapting to rapid change and leveraging new technology. 14:45 The pros and cons of brands in-housing their ad tech. 17:00 Nexxen's white-glove service and client success approach. 19:15 The Trade Desk's “reseller” label and its market impact. 23:10 The rise of outcome-based advertising and smarter KPIs. 24:40 Closing reflections on innovation and the future of ad tech. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Dr. Steve Vargo returns to talk about a topic many ODs quietly struggle with: the role of sales in patient care and practice performance. Inspired by a recent post he shared on LinkedIn, we explore why certain KPIs feel frustrating to improve and how a simple shift in perspective can change the way doctors think about influencing patient outcomes. Steve and I discuss the stories we tell ourselves about what "selling" means, why the word carries so much baggage in healthcare, and how a reframed definition can open the door to clearer communication and better patient experiences. We also look at how asking better questions—rather than doing more talking—can transform the way patients make decisions in the exam room. If you've ever felt conflicted about the idea of sales in your practice, or if you're looking for more effective ways to guide patients toward the care they need, this conversation offers a refreshing and practical lens on a topic that's often misunderstood. With that introduction, I hope you enjoy my conversation with Dr. Steve Vargo, OD. Resources: 20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!
"It's just too complicated. Just too complicated, which kind of comes when you are late to the game in planning, you don't involve your team, you don't check your assumptions, you don't have a plan in place."Bradley shares his biggest annual planning mistakes from his early years as a business owner and walks through the exact step-by-step process he now uses with clients to create effective, executable annual plans. Plus, he invites you to join the free 2026 Annual Planning Workshop on December 2nd.Register for The 2026 Annual Planning Workshop: https://annual.blueprintos.comAs we approach the end of 2025, it's time to start thinking about annual planning for 2026. In this solo episode, Bradley Hamner shares his proven framework for creating an annual plan that actually works. Whether you had a killer year in 2025 or you're ready to completely flip the script, this episode will give you the tools and insights you need to set yourself up for success in 2026.When: Tuesday, December 2nd, 2025 at 10:00 AM Central TimeDuration: 3-4 hoursCost: Completely FREERegister Now: https://annual.blueprintos.comConnect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure...
No matter how great your CDI program is—its spectacular workflow, outstanding chart review team, on-point KPIs, shiny new AI tools—nothing works if you don't have engaged physicians. It still all comes down to provider engagement. Without a physician staff who is bought in and willing to participate and document with specificity in the health record, all these efforts are for naught. But with great engagement, great things are possible. So where are we today with the big daddy of all CDI topics? Joining me on this episode of #OTR are two physicians with considerable experience and plenty of war stories. Trey LaCharite, Medical Director for CDI and Coding and Clinical Associate Professor for University of Tennessee Medical Center, and Vaughn Matacale, director of the physician advisor group for ECU Health in North Carolina, open up for a frank, no-holds barred discussion on the following topics: What is overrated when it comes to provider engagement--and what is underrated? The best high-tech solution each recommends, and a great low-tech solution that stands the test of time. An ultimate success story winning over a difficult provider or service line. Notable failures others can learn from. RUSH reunion tour in 2026—yay or nay? Spoiler alert: Of course the answer is yes... And other fun stuff you really shouldn't miss...
Send us a textThe salon industry is shifting faster than most owners realize. In Part 1 of our 2026 Predictions series, we talked about education, AI, and client expectations. In Part 2, we're diving into the structural issues shaping the next chapter of our industry: employment models, salon operations, and profitability.This episode explores why certain business models will struggle, why others will grow, and what forward-thinking salon owners must build now to remain relevant and profitable.We break down the rental bubble, the future of commission salons, the implosion of hybrid models, the comeback of apprenticeships, the KPIs that finally matter, and why pricing must shift from emotion to math.If you're a salon owner, renter, future owner, or someone watching the industry and wondering where you fit in — this episode will help you see the landscape clearly and prepare your business for what's coming.Your business should serve you so that you can serve others — but that requires purpose, structure, and leadership. Let's build the future intentionally.Key TakeawaysGreat stylists are built through consultation, listening, and consistency — not just skill.Big salon problems are almost always a stack of small problems that went unaddressed.The rental bubble is correcting — not because rentals are bad, but because renters aren't equipped.Commission salons without innovation, systems, or leadership will continue to fail.Hybrid models will implode as states tighten enforcement and salon culture fractures.Apprenticeships will surge — they produce stronger stylists, culture buy-in, and retention.Licensure does not guarantee professionalism; businesses create standards, not boards.Culture and stability become major differentiators for stylists seeking long-term homes.Pricing must shift from emotion → math + cost-to-deliver + profit margins.Leadership — communication, feedback, coaching — becomes the salon owner's most valuable skill.Purpose drives performance: clarity → trust → buy-in → growth.Time Stamps00:00 — Welcome + Part 2 focus (models, operations, profit) 01:00 — Preview of Part 3 02:00 — Opening Takes (good stylists, stacked problems) 05:30 — Why “everyone wants to rent” is a symptom 07:00 — Rental bubble reality + why many renters struggle 10:00 — Commission salons: why they fail + what must change 13:00 — Hybrid model collapse (culture, operations, compliance) 16:00 — Apprenticeships return + why they outperform school 19:00 — Licensure misconceptions + professionalism gaps 21:00 — Culture + stability become key differentiators 23:00 — Why people really leave salons (not money) 24:00 — Profitability + flexibility can coexist 26:00 — Foundations: mission, vision, values 29:00 — Systems replace guesswork 30:00 — KPIs mature: beyond rebooking/retail 33:00 — Pricing becomes math, not emotion 37:00 — Specialists outperform generalists 40:00 — Leadership becomes the owner's highest-value skill 45:00 — Purpose drives performance + closingLinks and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website
What does it say about the future of work when AI competency starts to feel as expected as basic reading? That question sat with me throughout my latest conversation with Artem Kroupenev, VP of Strategy at Augury, who returns to the show with a perspective that lands with fresh clarity. Workforce costs remain high, industries are shifting, and the job market continues to reset its foundations. In that environment, Artem argues that AI literacy is no longer something ambitious candidates use to stand out. It is becoming a baseline expectation that employers will quietly assume. The way we talk about skills is changing, and the speed of that shift matters. Across our discussion, Artem reflects on how this transition is unfolding inside factories and industrial operations, where Augury has spent the last decade building predictive machine health systems. He describes a world where AI takes on tasks, not entire roles, and where the real opportunity for workers sits in judgment, collaboration, and the kind of problem solving that software cannot replicate. He highlights patterns from the SOPH 2025 data that show strong confidence across manufacturing leaders, yet also reveal a gap between optimism and real capability. It paints a picture of an industry moving quickly, yet still learning how to measure and translate AI value into outcomes people can trust. What struck me most was how Artem links mindset to readiness. Individuals who treat AI as a companion in their daily workflow, rather than a novelty to test occasionally, start building the fluency that future roles will quietly demand. Employers who approach AI simply as a tool upgrade often overlook the harder work of reshaping processes, KPIs, and expectations. And the organisations that fail to adapt risk widening the gap between AI empowered and AI hesitant teams, something Artem believes will show up in hiring, competition, and long term viability. This conversation looks beyond the usual headlines about automation and considers what the next five years might actually feel like for people joining the workforce or leading teams through change. If AI becomes as expected as reading and writing, what does that mean for education, career paths, and employer responsibility? I would love to hear your view. Tech Talks Daily is Sponsored by NordLayer: Get the exclusive Black Friday offer: 28% off NordLayer yearly plans with the coupon code: techdaily-28. Valid until December 10th, 2025. Try it risk-free with a 14-day money-back guarantee.
Welcome back! After 4 incredible years, Eye On Franchising is officially becoming the Franchise Fit Podcast — because it's ALL about finding the right franchise fit.And today's episode is a MUST-WATCH.We're talking fake grass… real cash.
When it comes to assessing practice success, understanding various returns on investment is critical. Kiera and Kristy explain what the Dental A-Team is looking for when it comes to understanding the success (or lack thereof) of various investments. They specifically touch on the power of five different KPIs that'll keep your practice in line. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: K iera Dent (00:00) Hello, Dental A Team listeners. This is Kiera and today it's the KK podcast. Kiera and Kristy hanging out today. Kristy, how you doing today? DAT Kristy (00:10) Good, it's a good day. Kiera Dent (00:12) It's a great day. you like, I feel like I want to like KK. I mean, it's not, it's only two K's everybody listening, but I feel like it's like the Kit Kat. I don't know. It feels kind of like that between you and me. don't know why, but yeah, double the, or we could be like double mint, like double the flavor, double the fun. It's Kieran Kristy on the pod. Like there's just the two of us cause there's no other K names in the consultant world. It's just Kieran Kristy. So I mean, we got DAT Kristy (00:36) That's right. Kari and Kristy, you got it. Kiera Dent (00:40) Kiera and Dana, so that could be my initials, cute. Then there's Kiera and Trish, but there's Trish and Tiffanie. Then there's Kiera and Brittany, no BS, Britt, she's on her own realm. And then we've got Monica. So, see, it's the two Ks, it's the double the, like, we're just gonna have fun here. Like, you get two of us, two brilliant brains. And believe it or not, Kristy and I actually might just be rivaling for like some of the biggest gains this quarter, so. DAT Kristy (00:55) Yes, it does. Kiera Dent (01:07) ⁓ not that we're here just for gains on clients, but Kristy does give me a run for my money, which all the consultants do. And Kristy's just like, she's, she's coming on hot this, this quarter. So I thought it'd be really fun, Kristy, for us to kind of dig into. Like either quarterly or twice a year annual reviews that we kind of do with clients and how you assess it. And we show the ROI that clients are getting, just cause I think it's important for clients to see like, what should you be assessing in your practice quarterly or two times a year? How's the practice going? And Kristy, I think you're really, really strong in this. And I think you're really talented at looking at the practice and about their numbers and about, like, you love that. You and I will geek about numbers all day long, which is why it's the KK club, the KitKat club. Like we're here for the numbers. We're here for the fun. ⁓ But yeah, Kristy, kind of take it away of how do you set this up? What do you look at with clients when you're assessing their practices? Because always client style is like, I want ROI on consulting. And you do like, amazing job at showing that ROI. So kind of take it away of what do we look at? How do we determine ROI? And I know this is your jam. This is what you love to do. DAT Kristy (02:15) I love it. You're right. I do. You know, we all. Kiera Dent (02:18) Do hear that little giggle? I hope everybody heard that. Like that's Kristy's like. Kristy lives for this stuff and it makes me so happy because I do too. Like it's fun. It's fun to get the gains. DAT Kristy (02:28) Yeah, absolutely. Well, you and I have talked about this before. So many doctors just look their bank account to see if they're on track or off track. And it's such a false sense of security looking at or lack of security, one of the two. with that being said, ⁓ there truly is like five Kiera Dent (02:36) you Mm-hmm. DAT Kristy (02:48) KPIs that we're going to look at. And a couple of them are lag measures. A couple of them are lead measures. ⁓ first view would be production net production collections. Yeah. Kiera Dent (03:01) Yeah, don't even get into that gross. We don't want gains that are fake all y'all, okay? Like get out. ⁓ Jason and I were talking the other day about guys, there's this, okay, Kristy, I'm gonna go on Tanger for a second. There's this really attractive actor on this show we're watching and I'm like, truly I was so disappointed when they kind of cut him from a couple episodes. I was like, no, she's gotta get back together with this guy because he's so good looking. And my husband and I, we look, because he looks pretty short. DAT Kristy (03:13) you Kiera Dent (03:28) So I like scoped him and I was like, how tall is this guy? And he says he's six foot and Jason's like, there's no way he's six foot. He's like, but do you ever hear some guy come in and they're like, yeah, I'm like 5'11". He's like, no, they all push them to the six foot. And I feel like that's what gross production is. It's like all of us are like, yeah, like I'm basically six foot. Yeah, I'm basically like a millionaire. Yeah, I'm basically there. Like, so we're talking, no, get out. We're here for like actual gains that you're actually getting net production. my little side tangent, it's okay. It's okay if you're 5'10". It's okay if you're 5'9". It's okay if you're 5'11". We in production want to know the real number that we can actually collect, not the artificial one that makes you feel good when you're chatting with friends. You can fluff your height, but don't fluff your production. DAT Kristy (04:15) love that 100%. So we got the net production and then the collections, Kiera Dent (04:16) you DAT Kristy (04:22) dollar for dollar percentage. Obviously we want them to be 98 % or higher. And then on the flip side, where are we diagnosing? What's our case acceptance? And so many people just look at the percent of case acceptance, but I also want to look at the dollars of what you're diagnosing because is it enough to reach your goal? you know, where's your profit point at and what do we need to hit? Because we can celebrate 100 % case acceptance, which I don't think anybody ever has 100%, but you know, if you're getting 50 % case acceptance, which is still a very good percentage, 50 % of what? If we need to hit 150 every month and we're only hitting 100, it's not enough to get us there. So those would be the main five KPIs that ⁓ tell us the health of your practice, right? And go ahead, care. Kiera Dent (05:18) I was gonna say, and Kristy, as you said that, diagnosing, don't think people realize is as important as it is. For whatever goal you wanna hit, there's a industry standard that you need to diagnose three times what you wanna produce. So if you wanna produce 100 grand, you need to be diagnosing 300,000 minimum to be able to get there, and you better hope you've got a great treatment coordinator who can close. And this is actually like... I'm gonna like give a little secret away that we'll see if people are smart enough to pick up on in future years. This is the number one thing I actually look for in a consultant. I look to see, do an interview, we give them some stats and if a consultant cannot pick up this practice like without fail, they come in and they wanna talk block scheduling, they wanna talk other things. But I need a consultant to be able to see that a lot of times the reason a practice is not hitting their goals is due to a lack of diagnosis. And another reason we do that is because Kristy and I are not dentists and we're not here to tell you how to diagnose. We're just here to help you see that based on industry standards and what you should be diagnosing of a healthy practice. If you're not getting enough diagnosis and doctors, you've got to hear this. If you are not diagnosing enough, this is a doctor issue and we're not saying to overdiagnose, but you have to diagnose enough. If you're not diagnosing enough and there's not enough treatment coming through, your practice will not grow. And that's not your team's fault. That's a you problem. And so making sure that you, your hygienist, you use AI, but Kristy, I'm so glad you brought that up because production collections are always easy. But what impacts that, like you said, is the diagnosis, then the case acceptance, the new patients. And that's where it says lead and lag. Like everybody's looking at the lag of production collection, but it's like, what did we do to get there? And Kristy, I love that you bring these five things up every single quarter, every single, like twice a year with your clients, because people don't realize your bank account is a lag measure. of what you've been doing in the practice. And then like another one is your overhead and what are you spending? Because if those things are in check, but we're spending everything we're making, we're not saving for taxes. Well, yeah, that's a real fun moment. Your bank account's really gonna look bleak, even if everything's working in the practice. So I really hope people take note because it's such a good thing for people to be aware of. DAT Kristy (07:09) . Absolutely. to that point, Kiera, like so many people think if that number isn't where they want it, let's go get more new patients. And then they want to spend more money on more new patients. And nine times out of 10, this is exciting time of the year because we're halfway through the year. Take a look at what you did treatment plan. I mean, I see a lot of practices, you know, let's for easy math, they're diagnosing a million dollars and we've closed 500,000. Holy cow. Even if you captured, you know, percent of that difference like what would that mean to your bottom line and this is a perfect time to take a step back and go my gosh we have five months left in the year what would that look like break it down chunk it down to simple pieces that your team can digest and you guys have fun with it. It's all about getting patients healthier. Let's face it, you're not diagnosing things patients don't need. So let's go get it. Let's get our patients healthy and gamify it. See one more crown a day or one more implant a month. What is it? Right? Kiera Dent (08:35) Yeah. And Kristy, I think something you do so well that I hope people heard is you're not going for the big gains. You're going for the little like squeeze the juice, like get the last bit of toothpaste out of the tube of toothpaste. And I don't think people like that's not sexy. It's like, hey, I heard this podcast that I'm supposed to like go look at these small things versus we're getting all these new patients and we signed up for marketing. Well, but like this is where the elite practices shine. This is where the like really superior Practices go people are like here. How do you do it? How do you guys like add? 20,000 40 that I Kristy I was looking at some of your stats girl. You're like, like I said, I love a good hustle and some of your practices you're adding like 50,000 a month to their practices and that's Incredible and people like how you do it Kristy's literally telling you it's through squeezing the tube of toothpaste in these small little moves that actually are not that hard going and getting new patients and signing up for marketing and all that that to me is actually hard fixing your diagnosis getting your whole team on board, looking to see at what our production collections are, making sure our collections are tight. Those things are way easier. They're not as fun, they're not as sexy, but way easier than having to go like hunt and fish for new patients, even though it's way more fun to tell people you signed up for marketing. It's not fun to be like, yeah, we got a new billing thing in place. Like we got our AR fixed. That's not fun to admit, but it's way fun on the bank account and the profitability side too. DAT Kristy (09:58) Yeah, 100%. And again, ⁓ so going back to the new patients, they want to spend more money to get it. But then have you looked at like, how are we answering the phone? How are we capturing the patients that are calling? Maybe you really don't need to spend any more money to cap, you know, they're coming in, we're just not capturing them, you know, and I'm always a fan of, you know, there's the internal marketing and external. everything Fred Joyle said it best right everything is marketing we are marketing so get real intentional and get in relationship with your patients figure out what they want and tie their care back to it you know Kiera Dent (10:39) Mm-hmm. Yeah, I think it's brilliant. And I think it's like you said, everything we do is marketing. And so if we realize that and so many people want external marketing, and I think to me, the reason people want external marketing, and I'm not here to say not to do external marketing, I think it's a, it is a piece and a part of it. But I think it feels like a diet pill sometimes, like, let's just let's just throw money over there. And let's hope it fixes our problems. Let's out produce our problems rather than fixing our problems. And I really want people to realize like, elite business ownership and being part of the elites, and we're not talking big practices, there's no right size to it. That all comes actually from doing these small little things and internal marketing, once again, is so good. These patients already love you. You already have a base of people that love you. And if you treat those people really well, rather than constantly going to try and swoop and get more people in, those people then refer, they refer better people to you. It's easier. I have a practice and it was wild. They're like, Kiera, we signed up with marketing and we're trying to get it. And again, this is not a bash on any marketing companies. It is definitely necessary. ⁓ but they're like, but we're just not getting more, more new patients. Talk to another client. They're like, we, we just signed up with a marketing company and it's actually gone down. And I'm like, well, tell me what were you doing before to get patients? And they're like, we were at the church, we were in this magazine. And I'm like, well, get back in that because it was, it was showcasing the good things you're doing. It was being this like, more B2B, it was being more connected rather than just trying to go for the masses and it's wild because internal marketing can be so much more effective if done right. And like you said, be in a relationship with your patients and know what they want. And great Google reviews, great Google reviews are your fastest, easiest marketing. So pay with Swell, like let's throw another plugin for Swell. It's been a few months since I put them in. Go to Swell, SwellCX.com. Tell them Dental A Team sent you. Literally Zeke and I met when he founded the company. So you still get like founding prices, because that was the promise he and I made that you guys would get that. But honestly, just get your Google reviews up. Save the money. I don't know. Kristy, you and I are such birds of the same feather. That's why we're KitKat over here. We just think very similarly. And I think that's why we get very similar results as well. DAT Kristy (12:55) Yeah, I think that the other big thing here is to recognize so many people are afraid of numbers. The members just start to tell a story and what we fail to realize is there's a system behind every one of those numbers. And if the number isn't where we want it, we need to pull up that system and figure out the system's a recipe, right? It's our cookbook. If it's not where we want it, then let's go back and figure out, did we mess up the recipe? You know, or is the recipe, we're following it to a T and we just need to change up and find a new recipe because it's not getting the result. So ⁓ I love digging into those numbers because that tells us where we need to focus on this quarter to get the results we want. Kiera Dent (13:40) And I really love that you said numbers just tell a story and there's a system behind the number and this makes it so much easier like going back There's a podcast I did a little while ago where I talked about the yes model and Dental A Team to help you say yes to more It's focusing on you as a person your vision which Kristy alludes to like are we on track or not for that vision and then E stands for earnings and profitability and S stands for systems and if you put them in that order So you've got your vision then we look at the numbers just like Kristy said then you put into place the systems based on what those numbers tell you, it becomes a much more manageable and easier to digest process rather than being like, I need all the systems. And it's like, no, no, no, you just need the systems based on what the numbers tell you because I'm sure you're doing a lot more right than you think you are. DAT Kristy (14:25) Absolutely. And I also think, you know, it's a good time to take a step back and evaluate where you are on the culture scale too, right? Happy team creates happy patients and happy patients pay and refer. So it all goes hand in hand. Kiera Dent (14:39) Good thoughts on there. Okay, so what else do you go? You go through the production collections, diagnosis, case acceptance, new patients, lead lag measures. Then you move into, we on track, off track for our goals of where we're at this year? What are the things that we could do now to get there by end of year? Are they still relevant? Are we still on track? What else do you look at with your clients when you're doing these assessments, Kristy? DAT Kristy (15:02) Yeah, well, I always like to start the year off with projecting where we're going. And so also calculating back to that. And you and I talked about overhead. If we take what our average overhead is for the year, are we on track for meeting that or not? Right? Because we can project all day long. I can want to make $3 million, but this $3 million cover overhead expenses and our savings for the year. So always measuring back to that. And if we're off track figuring out how can we get on track, right? Did doctor take off more time or do we need to add in a Friday to get to goal? You know, those types of things. Or are you, ⁓ okay with where we're projected to land and you feel confident about that. You know, once in a blue moon, well, I shouldn't say once in a blue moon because you and I do get them up there, but you know, it also relieves them and they can maybe even take an extra week off or a few days off because they're ahead of goal. Yeah. Kiera Dent (16:06) Totally. And those are the fun ones. That's what we want. We want to be ahead. We don't want to always be behind. And I agree with you, Kristy. The offices that are ⁓ diligent and consistent at looking at these, we look at these monthly, we look at these quarterly, we look at these annually, we assess, we redirect. It's like, I don't know. I feel like what you do is there's a plane. I just flew back from Greece, which was a very long flight. And it was very fun. This is where I watched. DAT Kristy (16:13) Mm-hmm. Kiera Dent (16:35) so many of these shows of this very good looking actor. I thought I was like, how tall is this man? While my husband's sitting next to me, it's okay, it's all right. We're allowed to have a few celebrity crushes. ⁓ But on our flight back, it was like a 12, 13 hour flight home. And I think about if that pilot would not have checked to see if we were a few degrees off, I could have easily ended up somewhere else. And that's just by a few degrees. And so what I feel you're doing, Kristy, on these quarterly, these monthly, these annual check-ins is making sure that we're still navigating towards Greece or towards wherever we're trying to get. And are we on track or like you said, do we need to do a small navigation at a Friday, change this, look at our spending to be able to end up there at the end of the year or like, are we so far off course? So we need to like correct a little bit and then get back on track for next year. But the hope is that we catch that soon enough because we're never gonna go in a straight line. It will never be perfectly across. There will always be hiccups, there will be turbulence, there will be. things that you gotta go around, you gotta redirect places. But if we're constantly looking at it, we stay much more on course and charter to where we want to go rather than like hoping and wishing we end up where we actually set out to go. DAT Kristy (17:43) Yeah, 100%. And sometimes it's also looking, where are we spending? Right? Is there something that crept in there? We talked about this before too, with, you know, the subscriptions or, I mean, it's funny because the very first doctor that I remember him telling a story about an airline and I was just sharing this recently with a client. I think it was like American, you guys could probably Google it and find it, but it's back in the day when they would serve meals to everybody and this airline decided that they could cut one olive. Kiera Dent (18:17) Hmm? DAT Kristy (18:17) and it cut their bottom line by a ton. Like what is the cost of one olive? So where can we tighten the ship a little bit? Those things are kind of, again, have fun with it, gamify it. Get your team involved. Let them be part of the solution. Kiera Dent (18:37) Yeah, and Kristy, I love that because we talk about this olive, the FedEx trucks and then chicken nuggets. And going back to it, the black olive airline cut, it was one olive, saved them $40,000 annually. I just pulled it up to sea and it was on American Airlines. And Tiff and I talk about the chicken nugget, like they used to serve five chicken nuggets, which was the right amount. Well, they dropped it to four. Four is not enough, so now you... Upsell to 10 and I'm like that's one chicken nugget. This is one olive and I agree with you Kristy for me This is the fun of business like how can I go find that one olive or that one chicken nugget Tim and I get really excited when we find a whole chicken farm. Like that's a good one I'm like, wow, that was that was like a really good idea or a whole salad But again, it's to cut costs but improve patient care. Like what are they? mean even today Kristy, Shelbi, Britt and I were going through our expenses in dental a team DAT Kristy (19:25) Mm-hmm. Kiera Dent (19:30) and we looked and we have Adobe and we still use Adobe for contracts. But Shelbi looked at it, we're paying 65 and we use Canva and our marketing team doesn't need all the entire suite of Adobe anymore. But that was something we put into place like five years ago. We've been paying 65 bucks every single month when we only need to be paying 19. Not that that matters. And so many people are just like, well, here it's 40 bucks. And I'm like, okay, you want to play a game with me? I'll play a game. It's 65 minus 20. DAT Kristy (19:57) me. Kiera Dent (20:00) Okay, so 45 times that by 12 times that by five years is 2,700 bucks that I've been overpaying just on a subscription that's doing nothing for our company that I could have cut. And I'm like, I know you might not get out of bed for 2,700 bucks, but I'm like, you find that subscription, you find this subscription, you find that one, all those little, do you think someone really was excited on American Airlines to save $40,000 when it's a multi-billion dollar business? But 40,000 here, 20,000 there. DAT Kristy (20:26) Right. Kiera Dent (20:29) 50 bucks here. also think Kristy, to me, it's the discipline of auditing, of looking. It's more than I think the olive or the Adobe subscription or the chicken nugget. It is the constant innovation to look, to be the most savvy business that we can possibly be. And then we flip to the other side and give the best service that we can as well. DAT Kristy (20:51) 100 % I agree with you, Kiera. Yeah, it's just those small incremental things. And it's about being intentional versus doing it by default, right? Let's do it intentionally so that when we get to the end, there's no surprises. Kiera Dent (20:52) you love that because I hate surprises in December as a business owner. Oh, I used to dread December's like and it's a great time to travel. It's a great time to hang out with family. But I used to cry like beginning of December, it was tears every single year. And then by the end of the year, I was exhausted. had nothing left for family and it's supposed to be such a fun time that I agree with you, Kristy. It's like no tears. The projections are there we were prepared. I don't know there really is a saying like if you are prepared, you will not fear and I'm like, it really is that case and also Like CPAs, I'm gonna rag for a second. They rag on consultants. This is a love relationship we have with CPAs and consultants. I get so annoyed that like CPAs don't tell you till December. And I'm like, no, have the meeting in July. Have the meeting in October. Figure it out because you still have time to pivot. And that's what Kristy and I wanted to come on today is there's still time to pivot if you look at these items, you look at the things we're discussing, you look to see what can we do. There's still time. It's like, we're not at the 11th hour. hoping to try to make up time in such a short amount of time. call your CPAs, find out where you're at on your tax liabilities. Are you on track for saving that? There's so many times that we have our meeting with the CPA and he's like, Kiera, I need to up and increase and start cutting. And I'm just annoyed every time, but I'd rather do that over the course of six months rather than one month, because I still have time to make that correction with it, not hurting as much as it could. DAT Kristy (22:30) It's so true, so true. And the efforts to get there are a lot smaller when we can dilute it over five months versus two weeks, because we didn't look till the end of the year. Kiera Dent (22:42) especially the two weeks in December where we're not producing so we're not even collecting and we have to pay more. It's just a really like nasty path. So I'm like, no, no, no, just don't plan for December. Have that be your gravy slush time. Get it all done in 11 months. But like even that kind of thinking, Kristy, I don't think is common. I think it's very abnormal to think, well, if my December is only going to be two weeks, why am I banking on that as a full month? Why don't I bank on? And this is back to mine and Kristy, like we love the projections. We love to think of like DAT Kristy (22:59) No. Kiera Dent (23:12) How could I get this done in 11 months? How can we give you vacations? How can it be done in this many weeks? And that's something, Kristy, I really do feel like it's the Kit Kat Club over here. Like we really do think in such a similar way, but I want you to realize like this is how Kristy and I are able to throw gains. We're able to help practices get to where they want to be, but also with it being easy, happy teams, happy culture, not a lot of stress, ⁓ and just kind of doing the small minutiae things that actually make insane gains. for a practice. We help find the olives, Kristy. Every so often we might get a tomato, but it's the small olives that actually make the huge impact for a practice. DAT Kristy (23:42) Right? Yeah, let's get the olives. Yeah. 100%, 100%. And hopefully we can show it's easy. It's not hard. It truly isn't hard. It's one patient at a time and just capturing a little bit more. Kiera Dent (24:03) Yeah. And then Kristy, I think it's really fun what you do for your clients too, is you show them the ROI that you brought to them through AR, through production, through overhead savings. So that way a client, regardless of their bank account saying, can literally see that in the course of working together, this is what we've been able to accomplish together. Because I think as a business owner, it is so easy to forget like what it felt like when I couldn't lift 20 pounds, now that I'm lifting 50 pounds. Like it's so easy because 50 pounds becomes your new normal, but you're like, no, no, no, no. Remember how we started and you couldn't even lift like five pounds. Then you got up to 20, then you got up to 50. I think it's very easy for clients to forget where they started because their new norm is where we've grown them to. DAT Kristy (24:48) Yeah, it's so true. mean, you know me, I love analogies and it's almost like your periopatient that's been coming in every three months and now they're healthy and so they want to push it back out and it's like you forgot it's this effort coming every three months that's gotten you healthy and the minute we change it, things start to slide, you know, so. ⁓ Yeah, mean, hopefully, hopefully we can always show that value in it. They still have to do the boots on the ground hard work, but you know. even Tiger Woods has a coach, right? And that coach can see around corners to see things a little bit faster maybe when things aren't moving the same. You your swing's off, what's happening, what's going on, you know, and to keep you back on track. it's fun, it's fun partnering with clients and being able to see that and course correct and help them achieve their goals. Kiera Dent (25:43) ⁓ I love it. Kristy, I agree with you. And I think that that's why we have the passion for consulting. We have the passion for practices. We have the passion for wanting you to strike. It's crazy because like, I don't know, we have a tagline, which marketing told me I need to get rid of because it's more about me than it is about you. And it does not make sense to me. ⁓ where it says like your success as a practice is truly Dental A Team's passion. Like this is what gets me and Kristy up out of bed. This is what makes us want to get on a podcast and share with you is you being successful, you getting your dreams, you hitting these goals is what we are obsessed and so passionate about. So I think it's so fun. So I'd say, Kristy, if practice is listening right now, what would be kind of like your bow on our podcast today that you'd say like, okay, from everything we've talked about, what do they take away? What can they go implement? ⁓ Because sometimes it can feel like, well, what's my first step to be able to get on this path of slight course corrections to get to my final destination with ease. DAT Kristy (26:42) Yeah, well first off, if you haven't figured out your goal, maybe look at what you finished at last year and at least strive for 10 % above that because we know that that's at least keeping up with inflation. Again, I don't know if that's meeting your overhead needs, but at least it's a good point. And then reverse engineer it. See how far you're off track from that for the year. and ⁓ what's one more day or one more thing every day. Hopefully you're doing some sort of morning huddle and ⁓ inside of the morning huddle, everybody has a part to play, right? So admin, look, is there any balances that need to be collected? ⁓ patient wise in doctor's schedule, is there anybody that could come back in through hygiene? Hygiene, if we have undiagnosed treatment and we know there is, because we see those numbers every day in morning huddle and it's almost like crazy alarming the amount. Usually it's more than what you're even producing for the day. So, gamify it and try to turn those patients into healthy patients by converting their treatment. ⁓ know just those simple things right there is going to make a big difference to your year end. Kiera Dent (27:55) I that. I love it, Kristy, so much. And I love that you have the passion and the love. I love that you will also sit down with your clients. And I think that that's the discipline and maybe like the fast track of using a consultant is, Kristy, you prepare these for your clients. You think about it. You're looking down the line of things they're maybe not even considering doing. They're not thinking about midway. How are we doing? What are our projections? Are we on track? Are we off track? Where are we at? And I think having a consultant, like you said, with even Tiger Woods, looking around the corner, looking down the line. Kristy and I are both like, we're watching the clock. We know we only have so many more months in the year. Where are you at? How can we make sure that we're constantly keeping you on track to get to your goals? Where maybe you're just having a fun summer vacation or you're just coming back. Like we know that that's our job is to be looking down the line for you, watching out for you, projecting for you, course correcting with you. ⁓ Even when you're in the day to day problems. And I think Kristy, that's just a a shout out to you and a shout out to consultants because this is why we do what we do. So if you, if you are like most business owners, including myself, when I first started and you hate numbers, that's why there are people like Kristy and myself that exist because we love to get into the nitty gritty. We love to look for those olives. We love to help you go do the dentistry and we're going to sit here and help make sure your business and your team and your practice is flourishing. So that way the hard work you put into being a dentist pays off for you in the end. So Kristy love this, love what you do for our clients. Love being the, the KK Kit Kat, whatever we want to be over here. mean, it might stick. We might be Kit Kats for Halloween. You never know, but Kristy just super appreciate you and all that you do for our clients and for our company and you as a human being, you're just a gem. And I'm so freaking lucky to work with you. DAT Kristy (29:28) Yeah. Thank you. It's my honor and you know what? We're stronger as a team, I have to say. So no matter what consultant you have in our company, you get all of us. So we collaborate, we cheer each other on, just like hopefully you're cheering your team on. So happy to help. Kiera Dent (29:49) Bye. Kristy, you said that so well and it is true. I see you and all the consultants like have little meetings on your calendars of connecting and chatting and I do agree. We all help each other out. We want all of our clients to succeed no matter who you're working with. So for all of you, if you're struggling or you're like, gosh, I really would love that help or just having someone, I'll just put our arm around you and like, we're here to help you. We're here to support you. We're here to guide you. We're here to look around that corner. Reach out, Hello@TheDentalATeam.com. And as always, Kristy, thanks for being with me. Thank all of you for listening. and we'll catch you next time on the Dental A Team Podcast.
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