Podcasts about kpis

Lauren Cobello is the CEO and founder of Leverage with Media PR, a boutique public relations agency that helps authors, entrepreneurs, and thought leaders use media strategically to build authority, credibility, and growth. Before launching her agency, she spent nearly two decades building her own personal brand as a personal finance expert, becoming a three-time author and regular national TV personality on shows like The Today Show, Good Morning America, Dr. Oz, and Rachael Ray. After scaling her personal brand to seven figures, she sold that company and bootstrapped Leverage with Media PR from zero to a million-dollar agency in just 10 months.​ On this episode we talk about: How Lauren paid off 40,000 dollars in debt and built a personal finance brand from a couponing blog.​ How national TV appearances became top-of-funnel “ads” that fueled her seven-figure business.​ Why she sold her first company, downsized her lifestyle, and went all-in on starting a PR agency debt free.​ The truth about the PR industry, including low-quality agencies, profit-first models, and why so many founders feel burned.​ How traditional media, podcasts, and social platforms now work together to build authority in 2026.​ Why relationships and senior-level publicists are the real differentiators for landing meaningful TV and podcast placements.​ The realities of getting on top podcasts like Joe Rogan and why most entrepreneurs need a more strategic, ego-free media plan.​ Top 3 Takeaways Media is a multiplier: When used strategically, every TV appearance, podcast, or feature should act as top of funnel that drives people into a sales ecosystem and builds trust before you ever enter the room.​ Not all PR is created equal: Most agencies optimize for profit, staffing junior or outsourced teams, while the firms that actually move the needle rely on senior publicists with deep relationships and clear KPIs.​ Traditional media isn't dead—it's leveraged: In 2026, the strongest brands blend traditional TV, podcasts, social, and newsletters, using prestigious earned media (like major TV shows) for credibility and association that makes everything else easier.​ Notable Quotes "Every single TV appearance that I did became top of funnel—an ad that went into my sales funnel and got people to trust me before I even walked in the room."​ "PR is not marketing, and most PR agencies are full of it because they sell promises junior teams can't fulfill."​ "You probably aren't going on the top five podcasts you're dreaming about, but the right ‘smaller' shows can move the needle more than the ones with fake followers and vanity metrics."​ Connect with Lauren Cobello: LinkedIn: https://www.linkedin.com/company/leveragewithmediapr Facebook: https://www.facebook.com/leveragewithmedia Instagram: https://www.instagram.com/lauren_cobello Other: Leverage with Media PR  Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency. Capture leads, nurture them, and close more deals—all from one powerful platform. Get an extended free trial at gohighlevel.com/travis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sponsors:◦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend account◦ Marvin Windows and Doors◦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Tiffany Rosenbaum:◦ https://www.instagram.com/tiffanymrosenbaumConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube

John Casmon interviews Reed Goossens, who reflects on more than a decade in multifamily investing and how market cycles, technology, and investor behavior have reshaped the business. Reid explains how the long stretch of cheap debt and rapid appreciation masked operational risk, and why today's environment demands far greater discipline around underwriting, expense control, and asset management. The conversation dives into rising operating costs, insurance inflation, labor challenges, and why the idea of “set it and forget it” investing no longer applies. Reid shares how increased competition and tighter margins have pushed his firm to underwrite significantly more deals while becoming more selective in what they buy. He emphasizes that staying active in the market and deeply familiar with real operating data is now essential to avoiding mispriced risk. Reid also discusses expanding beyond multifamily into acquiring CPA and accounting firms, explaining how private-equity fundamentals like KPIs, systems, culture, and cash flow translate across industries. This matters because transaction-driven income has become less reliable, and operators increasingly need complementary cash-flow businesses to stabilize their platforms while continuing to invest in real estate. Reed GoossensCurrent role: Founder, RSN Property GroupBased in: United StatesSay hi to them at:https://www.instagram.com/reedgoossens | https://www.linkedin.com/in/reed-goossens/ Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode teaches you how to move beyond basic bookkeeping and start thinking like a CFO. You'll learn the difference between bookkeeping, accounting, and real financial strategy—and why strategy is what actually drives growth. We cover smart strategies, business finance habits, and money decisions that help you set goals, track KPIs, and plan for the future. You'll also learn how budgeting, forecasting, and weekly numbers reviews give you clarity and control. You don't need a full-time CFO to use these tools. You just need to be intentional and willing to lead. Listen now so you can make smarter decisions, grow faster, and keep more of what you earn.   Next Steps:

In this special episode, Joe and Robert answer all the questions from the This Old Marketing audience.  How do backlink strategies (SEO) and citations (AEO) work together, and what unified content strategy can help brands earn both? In the age of GEO, how should membership organizations decide what content to keep free versus behind a paywall, especially when balancing search visibility with exclusive expert value? As AI takes over more execution, will small businesses and solopreneurs still need and pay for human marketing strategy, and how can independent consultants differentiate and stay relevant in an AI-first world? Did the Netflix series about the Dallas Cowboys Cheerleaders measurably impact the team's brand or game viewership, and is it a model for how entertainment content can elevate a sports franchise's marketing? Should marketers clearly separate "content marketing" (audience-building) from "sales enablement content" (purchase support), and does lumping them together lead to bad strategy and wrong KPIs? If you were starting from zero today, with AI flooding every channel, what would you build first to create real audience trust and attention over the next five years, and what would you completely ignore that most marketers are still chasing? Thanks to all of you for your questions and support. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Pete Moore, founder of Integrity Square, discussing the evolution of the health, active lifestyle, and outdoor sector, known as Halo. They explore the shortcomings of the term 'wellness', the importance of understanding business valuations and KPIs, and the emotional readiness required for business transitions. Pete shares insights on navigating growth, preparing for exits, and the significance of knowing one's competitors and market position. Takeaways The term 'wellness' is outdated and not serving the industry. Understanding your market position is crucial for business success. Local libraries can be valuable resources for business research. Key performance indicators (KPIs) are essential for evaluating business health. Emotional readiness is as important as financial readiness for business transitions. Knowing your competitors helps in strategic planning. Valuations are driven by more than just revenue multipliers. Founders often overlook the importance of mental preparation for exits. Networking and mentorship are vital for entrepreneurial growth. Continuous learning and adaptation are key to success in the Halo sector.  Chapters 00:00 Introduction to Halo and Wellness 01:49 Navigating Business Growth and Exits 03:22 Understanding Valuations and KPIs 05:54 Emotional Readiness for Business Transitions 06:56 Quickfire Insights for Entrepreneurs More About Pete: Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector.  Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault.  ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc;  worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.)  ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a "must listen" for anyone working or investing in the sector.  Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million.   His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.    Notable Stats: Wingspan 76", 33 yard dash at 4.3 seconds. Resources from this Episode: Pete's Website Pete on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn  Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of The Abundance Mindset, hosts Vinney Chopra and Gualter Amarelo break down a topic most investors overlook — how culture inside your sales and marketing teams directly impacts occupancy, cash flow, and long-term success. Vinney shares lessons from building and operating thousands of units across multifamily, senior living, and hospitality, while Gualter brings real-world challenges from actively scaling his own portfolio.   This conversation dives deep into what actually drives performance on the ground:

Nick welcomes back David Jenyns, author of Systemology and Systems Champion, to discuss the seismic shifts in business operations triggered by AI.  David shares how the sudden emergence of ChatGPT disrupted his own documentation business, leading to a deeper realisation that clear business processes are the essential "programming" for AI to function effectively. Together, they explore a strategic approach to scaling: mapping out core processes first to ensure that AI and automation are applied to a solid foundation rather than chaotic workflows.  KEY TAKEAWAYS Business processes are essentially the "programming for the machines"; having clear, documented workflows is a prerequisite for effectively integrating AI and automation. Most existing businesses will benefit from mapping their "critical client flow"—the linear journey from prospect to delivery—and then identifying where AI can solve specific pain points or improve efficiency. AI shouldn't just replace roles but should be used to "power up" smart team members, allowing them to produce higher-quality output faster by automating repetitive tasks. As AI agents take over more execution-level tasks, the role of management may shift toward overseeing these automated systems and ensuring they align with the company's core strategy and KPIs. BEST MOMENTS "Process is the programming for the machines."  "I think the blessing was, though, it got me to start acting with urgency, whereas a lot of people they're still not acting with enough urgency around what AI is going to do."  "If we were building this again knowing what we know now with AI becoming so prevalent, what would we do differently?" "In the land of the blind, the one-eyed man is king." VALUABLE RESOURCES David Jenyns LinkedIn - https://au.linkedin.com/in/david-jenyns?original_referer=https%3A%2F%2Fwww.google.com%2F To get your copy of Nick's new book, go to http://bit.ly/4ngC2hO Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in Nick's LinkedIn: https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Host Kevin Gormley talks to special guest Alex Whelan, a CIMA‑qualified tutor with extensive industry experience, who provides deep insights into the Sumtrix pre‑seen case for February OCS resit candidates. Alex breaks down Sumtrix's business model, financial structure, sustainability themes, costing methods, budgeting issues, and potential exam‑relevant risks. The conversation also includes a full walkthrough of all six CIMA Core Activities (A–F) and expert exam‑technique guidance, including planning, subheadings, KPIs, and referencing attachments. Kevin also introduces the updated 2026 direction of the Finance Leadership Podcast, which will now focus heavily on supporting Operational Case Study (OCS) candidates. KEY POINTS Overview of our podcast direction for 2026 Deep case analysis of Sumtrix (ski manufacturer: freestyle, touring, custom) Financial highlights, revenue channels, and operational structure Sustainability misalignment (importing North American materials) Key red flags: seasonality, inventory buildup, rising overheads Detailed breakdown of Core Activities A–F Exam techniques: planning time, subheadings, KPI construction, use of attachments Resources on the CGMA Hub for resit candidates Thanks for listening. It takes just a couple of minutes to share your feedback.  ABOUT US. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ Get in touch with show host Kevin Gormley via LinkedIn. Your comments welcomed at podcast@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit Most business owners are confident their strategy is solid. Then they get asked a few simple questions and everything gets uncomfortable.In this episode, Steve shares five questions that quickly expose whether your strategy is actually working or just sounds good in meetings. These questions reveal where teams are misaligned, where money is leaking, and why results often stall even when everyone is working hard.If your business feels busy but progress feels slower than it should, this episode will make that clear fast._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

Kiera is here with a gift to make your practice even better: The three most common mistakes dental practices make, and guidance on how to get out of them. Is your practice making one of these mistakes? Delegating tasks without ownership Avoiding hard conversations Flying blind on your numbers Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera and today is one of my favorite topics of all time. It's how to avoid the pitfalls because I feel like these are costly mistakes that dental practice owners make. We make these costly pitfalls. We go into them. We don't know about them. And you guys, if you know me, I have a mantra and I say, don't lose money. I hate losing money. It's one of my biggest pet peeves and I don't want you to lose money. So I'm excited to talk about it. I hope you guys are excited because...   The reality is like so many people talk about like, success leaves clues and it does, but so does failure. And I I talk about this a lot when I present and when I speak and I say like success and failure are truly not radically different. They're not, they're like small little things. It's like successful practices are consistent. Successful practices put systems in, successful practices look at their KPIs, successful practices have team meetings that are effective. Successful practices have CEO time.   Successful practices have delegation and ownership. Successful practices ⁓ follow through. They look at their case acceptance. They make their re-care calls. They do their reactivation. They do different verbiage. Like that's what they do. Failure practices don't stay consistent. They always have an excuse. They're always blaming. ⁓ They don't check their case acceptance. They don't track their KPIs. They don't look at their numbers. They don't take CEO time. Like these are just little steps. And like with my fingers, if you're just listening, I'm like,   almost like scallops, like if we've got a middle point, success is I checked my KPIs, failure is I didn't check my KPIs. And while that's not like a huge move, it is moving you points away to where you end up either closer to success or closer to failure. And so I think when we realize this, these are the ones, like, how can I help you guys avoid these costs and mistakes? How can I like motivate and inspire you and like, not just motivate, but genuinely change you?   So that way it's not this I like, well, shoot, we're on failure row. Shoot, like, I don't really know about this. Like, I just want to talk about three of the most common mistakes that people make and how do you correct course because you're going to make mistakes. But like if I'm doing the scallops again, successful offices realize like we didn't do the KPIs. So we're going to start doing the KPIs and we don't miss those. We're going to hold the meetings and we don't miss those.   they course correct before they end up in the failure or the success bucket. They're course correcting constantly. And so this is just like where I'm at coaching hundreds and thousands of offices, team members galore, our team, like literally, I feel so blessed that we get to serve so many offices. I just saw like this really awesome highlight reel of all these doctors that came in person and I was watching it with Jason and I look over and Jason's just the sweetest thing. He's tearing up and he said, Kiera.   I knew when you started Dental A Team, it was going to be like, he's like, I never imagined it being what it is today. He said, but all those people's lives, including all of you listening to the podcasts, all of those lives that we've been able to change because of Dental A Team Gosh, that is just such a blessing. It's such a beautiful thing. And I just want to say thank you. Like, thank you for being here. Thank you for being a part of the offices. Thank you for being a part of my Dental A Team podcast family. Thank you for just showing up. Thank you for changing lives through dentistry. Thank you for giving people a gift of confidence. Like,   And for me to be able to give you a gift to make your practice even better, that's what I'm here for. That's what Dental A Team's about. So like we're here to help you recognize patterns. We're here to help you avoid burnout. We're here to help you make small changes before they become giant snowballs. And I think like my thought process has always been I'm here to positively impact the world of dentistry in the greatest way possible. We're here to share this podcast message with every single office out there. We're here to help offices realize like running a successful practice.   does not have to be hard. It can actually be easy. And let's give you the tools, the tips, the resources, all of that to make your life a grand success. So if that sounds great to you, we'll rock on. So step number one, mistake number one that's very costly is delegating tasks without ownership. So like so many offices, hear them like, Kiera, I listened to the podcast and we implemented it, but like it just didn't work out. And I'm like, yeah, cause you delegated it and you didn't have the structure, didn't have the ownership, you didn't have the accountability, you didn't have the metrics. Like, okay.   One of the doctors called this doctor out and they said, this doctor is a walking cheat, like cheat code. Go talk to him, go ask him what he does because he's been able to take his practice for massive success, which is true. When I met them, were doing about 1.5. Now we're clearing five. We're going to be crushing six to seven. And I just like, gosh, the giddiness in me for this office. Like they deserve the sun, the moon, the stars. Like you name it.   They're just such good humans. And so when I think about this, like we're talking, this is a practice that went from like 1.5, 2 million up to this six, $7 million practice now, something I've noticed. And like I said, this doctor is a walking cheat code. They, when we go in and we're like, okay, we're going to roll out this new process. So we're going to do a new process on how we do case acceptance, or we're going do new process on how we do cancellations. They don't just go to the team and be like, all right guys, we're going to do cancellations. They are like, we're going to build an SOP.   we're gonna have a team training, we're gonna have a metric, we're gonna do it for these four weeks. And they don't take a long time to execute on that. So it's like, perfect, we're gonna have this done in the next three weeks. But they execute, it's rolled out, it's like, it's very, very thorough. And this is a practice of a very large team and they all do it consistently. And when something gets off, they just go right back to the SOP, they update the SOP, where was it missed? What do we need to do? Let's do a team training on it. But I will say I've coached hundreds of offices and this is one office that I watch   constantly that is able to delegate, have ownership and be able to have a full team move and stay hyper accountable. So this is just like, you've got to have ownership. You've got to have SOPs. You've got to roll it out to the team, make sure everybody's aware. And then we've got to have the metrics and the check-ins to make sure something's not off. And if it is off, we follow through on it. So people know that when we roll out new processes, they're here to stick. They're not just like a flash in the pan of like, I heard it on a podcast. Let's try it out.   No, it's very, very, very thorough. So a quick check for you is like, go back and look at the last three things that you delegated. Did you assign them? Did you own them? And did you have follow up on it?   crickets. Yeah, yeah, because you did it. Darn it. But you're going to do it in the future. Or maybe you did. And I'm high fiving you. But most of the time, people don't. And this is so costly because then you can't ever be free. You think you're moving. You're taking one step forward, but you're actually taking like 500 steps backwards because nothing's actually getting delegated. Nothing's actually moving forward. And you're only relying on your A plus star players that are building all these ownership accountability pieces. And people are like, but I want everybody to be that way. And I'm like, human nature is not. Tell me how you're doing on your New Year's.   resolutions, probably not great because human nature by default doesn't stay accountable. Why do think I'm in business? because people, they know what they need to do. People are like, Kiera, I pay you to tell me like what to do that you do on the podcast. And it's like, yeah, because human nature is not follow through. Why do I pay a gym trainer? I've got all the resources, I got all the tools. I need somebody to literally hold me accountable to make me show up to work out. So look at the last three tasks. Did you delegate them? Was their ownership?   Did you follow up on them? Did they have a metric? If not, it up, fix that and start to delegate with ownership and accountability. So mistake number two, are you guys ready for this? It's avoiding hard conversations. ⁓ man, that's a crowd drop off. This is so real though, because we don't have like Patrick Lanziani has the five dysfunctions of a team. And if you and your team have not read this, I highly recommend it's a very easy fable. Have it as like some like,   evening reading. It's so fast, it's so easy and it's very, very great. And I think it's a reread. So if you've listened to it in the past or you read it, maybe do a reread. ⁓ But when we don't have trust and vulnerability and then we don't have healthy debate, AKA hard conversations, what happens is like little small issues become cracks and cracks aren't bad. But if cracks stay there, they actually break and then it becomes toxic and then it arose the entire team. So in leadership, we've got to have, let's like,   I coached his office. guys might know him. He's incredible. ⁓ They've got a lot of offices. think I did seven office visits ⁓ in three days. We were hauling booty. And I love this doctor because he pays for me to come in to coach his teams, to teach them how to have uncomfortable conversations, to remind them like this is why we're here. And the more we have just a few of these and we get away from the fear of discomfort.   and wanting to keep the peace, which is actually artificial harmony, we like care, we align and we move forward. And we use the sports analogy on this of, can you just imagine like pick your favorite sports team, basketball, baseball, soccer, I don't care what it is. Can you imagine for one second, like we'll just use basketball for instance, or football. Like if the quarterback or the point guard goes in, like let's do football, because they get thrashed. Like if that quarterback gets thrashed because his defensive line is not protecting for him.   or no one's open because they didn't follow the play, can you just imagine if that quarterback runs off the field and is like, hey coach, could you tell the defensive line to cover for me next time? Like absolutely not. Or if that quarterback is just like, I'm just so angry with my defensive line. Like they didn't block for me. Like, no, can you imagine? Like, no, they call it out. Like you got a freaking block for me. Like we need to win this game. I need this to happen. And they do it in real time because everybody on the team,   is committed to winning and they call each other in real time of their blind spots. Like my brother said, I'll play basketball. I played tennis. You got to call it in the moment. Like my dad is like, you got to call it in real time. You got to say, Hey, I need you to block. I need you to box out for me. I need you to like throw the ball. Like I'm here. Like I need you guys to get open, whatever it is. But like, if we can get a little bit better, that that's our culture rather than a, we sit here pretending to be perfect, but ultimately hating each other.   and hate's probably a strong word, but creating gaps. And so what I encourage is we normalize uncomfortable conversations. We normalize and encourage it. We push on peer to peer accountability. We have each other instead of it being up to the coach, AKA office manager or doctor, to each other, peer to peer, to where we talk about it. We wanna get the W, we wanna win. And so helping your team realize that this is going to be the best way for us to win is to have these hard conversations.   And it's not, I say it's not confrontation. It's just a conversation. Like let's take that hard out of there, but let's say what needs to happen. And so I would say, doctors, one of the worst things you can do to your great players is to tolerate the poor performance of a lower player. ⁓ Because they're watching you. They're watching to see standards are not what you say. They're what you tolerate. And so when you're A plus players are watching, like, well, doctor is going to do this constantly or doctors are not going to care about that. Now team members, can rise up and you can take care of things too.   Doctors, we've also got to make sure that we're encouraging and we're having the hard conversations too. I don't think you know how much I do not enjoy hard conversations, but I know as a leader, as a boss, as a CEO, as a consultant, I have got to have the hard conversations and I'm going to keep having them. They're not easy, but they are my responsibility and I'm going to show up as a good team member because actually that's better than living in artificial harmony. It's so much better. So there's a great quote.   If you want it, your success and happiness, that's my add on your success and happiness are directly proportional to the number of uncomfortable conversations you're willing to have. So if you want to grow, if you want to rise, how many of you look at your KPIs or your numbers like, gosh, freaking schedule is not full. Like, oh, like our profitability, like, but I go to my team meetings and I'm like, great job guys, you're doing great. Why don't we call it out? Hey, profitability is not where it needs to be.   What are our solutions to get it to where it needs to be? I'm not being a jerk. I'm not sitting here sizzling. Hey, our schedule is not up to goal. What are we doing to get that fixed? Let's have a conversation. Let's fix it. Let's normalize that. That's calling out in real time. Hey, our schedule is not to goal. Like what's our solution? How are we going to get there? It's like it's a huddle. It's a genuine huddle. Think about sports players. Like they get together. Like you need to block. I need you to call that person. I need you to do this. You guys need to call that all the hygienists. If you've got downtime, call seven patients, whatever it is. That's how we get the W.   something rude, let's normalize that we are a team. We call each other out. We celebrate when we win. Also like on the flip, like let's go to basketball, let's go to football. When they score a touchdown, the whole team that was just calling each other out of like, I need you to block, I need you to do this. They also go to the end zone and they freaking celebrate. They lift each other up, they're high-fiving. It's both. So let's make sure that we're calling each other out and normalizing that. And we're also celebrating and normalizing that as well. So this is something of, I would just encourage you to have   one honest conversation, and also I'd recommend in your next team meeting, let's have this if that's a standard, put it up in the break room. We normalize hard conversations. We encourage hard conversations. We are a company that does not sit in artificial harmony. Whatever it is, plaster that, build that into your culture. This is something you've got to like, if you guys could see, I'm like boxing out, like I'm pushing the defense. Like you've got to push this through all the way for you guys to get this to be that and to avoid that costly mistake.   All right, mistake number three. This one should come as a no brainer. You guys know I love numbers and numbers love me. It's flying blind on your numbers. So I think that production feeds the ego, profit feeds the family. So when I look at this, so many doctors are like, well, Kiera, I know you say that the numbers are there, but I don't have any money. And I'm like, yes, but making haphazard, crazy decisions because you're not looking at your numbers and you're not using them as a roadmap, you're just   flying by the seat your pants. And so when you look at this, you've got to know like, here's just a, guess, I guess to help you see like, am I flying blind on my numbers or do I maybe know my numbers? Question number one, what's your breakeven number? Now that's twofold. What's the breakeven number on the practice and what's the breakeven number paying you? Two questions, okay? My question is, what is your overhead on your supplies? What percent, what is your current overhead?   What is your debt services taken out of your overhead? What is your EBITDA? What is your net profit? AKA cashflow. Of that profit, are you saving your taxes? Hmm, something to think about. Fascinating, right? That's how you know. And if you can't answer those questions right now.   I know you're probably flying a little blind. Maybe you even just have like a eye patch on. That's okay. Maybe you're only half blind, not all the way blind. Or maybe you're like, Kiera, I'm walking in the dark. I don't even know any of that. don't even know where to find the PNL. It's fine. Wherever you are, you've got to get this dialed. Like I am a sticky broken record. haven't talked to her. Oh man, I'm so excited. She's going to get on podcast with me. And last year we were chatting and she was like, Kiera, like we were debating. Is she going to join consulting? Is she not going to join consulting? And she's like,   I have got to get profitable. And I said, all right, rock on, challenge accepted. We are going to get you profitable. I have been a broken record with this poor doctor for an entire year. It's production, profit, production, profit, production, profit, production, profit. Head down, produce, make sure your team's collecting and make sure we're profitable. That is what we've done all year long. And guess what? Come the end of the year, she's like, Kiera, I have so much money, I got to pay taxes on it. Like we did it.   and she did it in 11 months. So production, profit, production, profit. If you're producing, but you're not collecting and you're not looking at your numbers, you're not going to be profitable. If you're not planning for taxes and you're not saving for taxes, you're not gonna be profitable. If you don't know what your breakeven is on the practice and then what the breakeven is and what it needs to produce with you in there, you can't project this out and you can't forecast it and we can't figure out what your daily goal needs to be. And then you're just producing for the sake of producing for your ego.   Who was that a rank? Could you tell us there? If you like that email me Hello@TheDentalATeam.com. I might rap it. You guys, I used to have a rapper name Skittlez with a Z so I could wrap with Eminem. Tell Eminem I'd love to wrap with him. I've never gotten that far, but you know, Skittlez, Skittlez and Eminem. I don't know why I just told you that. Email me Hello@TheDentalATeam.com. If you think I should be Skittlez and rap it out. I'd love to hear from you. I genuinely love a good pen pal. So write me. But you've got to know your numbers. You have to.   non-negotiable. And this is, think, where accountability as a coach comes into play. I force our clients with our consultants to know their numbers. We call it the yes model. You've got to have your vision. That's the Y. E stands for earnings. You've got to be profitable, non-negotiable, otherwise go be an associate. And S stands for systems and team development. If we know the vision, when we look at the numbers, it's going to tell us the systems and team development we need to do, period. Period. That's the formula. That's all it is. So if you're flying blind on your numbers, like, ugh.   Guys, I'm scratching my head over here. This is stress. If you ever see me fluff my hair, it means I'm stressed, okay? My team has told me they're like, Kiera, what you do is it's a little like side fluff. And right now it's both hands fluff. Like I'm stressed out for you because I used to fly blind on numbers. So many clients flying by on non-numbers. They don't look at it. They've got multi-practices and they don't break it down. You guys, these are costly pitfalls. So remember, go back to the success and failure. They're not radically different. It's failure to look at the numbers.   It's failure to say like, I don't care if you don't know numbers or not, I don't know numbers either. But guess what? Kiera freaking loves numbers and numbers freaking love Kiera. That is how this works. It is, I'm going to force myself to learn this. You guys, on my goal board, I'm not joking you. I should like take pictures of this so you guys can see it. In my bedroom, Jason and I made this like joint goal board. If you guys wanna get your spouse involved in your life, cause you feel like you're just driving and growing without them.   Joint goal board between the two of us has been amazing and it sits in our bedroom. It's not pretty It was built on Canva. It cost me eight bucks. It took us a Sunday to do it together But I literally have this like sign and it says tax expert ahead. I Did not know taxes. I was getting burned every single year I was crying every single December and I was like I am never doing this again I'm going to become a freaking tax expert. I started reading books on it. I called up the CPAs. I started researching it I was like, okay, it's just a formula. Yes, of course. They're like all these ways I can reduce it   But at the end of the day, it's really just a very simple formula. Whatever my profit is, whatever my tax bracket is, I know, yes, yes, yes, yes, yes, this is a very simplified version. CPAs don't come after me right now. It's just truly like, if I can take that, I'm always gonna have a slush and I'm not gonna cry. And I figured it out. And for you, I want you to take it on like, you're gonna learn taxes. You're going to be profitable. I want your goal for 2026, 2027, 2028, 29, 30, 31, 32, 33, forever that you are profitable always.   I have a mantra and I say, Kiera Dent does not lose money. And I want you to be the same way. Always profitability, profitability, profitability, get the production, get the profitability. We got to, and again, the way we increase profit, increase production, increase collections, decrease costs. Those are the three levers. So look at the numbers, get your team bought in. This is a costly mistake that I don't want you to make. So commit that by Friday, you will have a KPI scorecard in place, or you're going to call Dental A Team.   TheDentalATeam.com go on over, email me, hello, book a call, whatever it is, I will help you out, but you are going to learn your numbers. There's no more excuses. It's not that hard. I promise you, our fee will offset the amount of money you are going to make. Most of our clients are like a two to one, eight to one, 10 to one ratio, meaning we are making that much more money. So a 10 to 30 % increase in production, 30 % would be a three to one ratio. Like you guys, it's insanity what we're able to do for offices. I love it. We usually pay for ourselves in the first couple of months.   So it's 100 % worth it. Know your numbers. You just knowing your numbers and tracking and measuring will make you more profitable. So don't be the person that has these costs and mistakes. You gotta take ownership. Like bottom line, the way we had this, mistake number one, delegating tasks and not having ownership. So think back to that. We gotta delegate like that office I told you about. Again, this is a $7 million practice. You wanna be like a $7 million? Do the things today to be the $7 million practice.   You've got to have the hard conversations, normalize that, have that be a part of your culture. And number three is you've got to freaking know those numbers. I love numbers, numbers love me. And if you're not great at this, that's why I've got the podcast. That's why we're here. Reach out, Hello@TheDentalATeam.com. Do not do this alone. Do not spend another minute struggling through these costly pitfalls. You don't deserve it. Your team doesn't deserve it. Your patients don't deserve it. So reach out, it's time. Hello@TheDentalATeam.com. But please commit to yourself that you're going to do this.   You're not failing. You're not clear over the failure bucket. You're just a few little shifts away from it. And again, remember success and failure are not radically different. They're just small little micro steps. You can quickly make those back and get closer to where you actually want to be. It's not huge. It's not hard. It's not all these crazy things. It's small incremental changes that are going to radically change your life. So make the call, make the changes, commit. You're worth it. You deserve it. And as always, I'm cheering you on forever and ever.   I'm here on your team. I'm here in your corner. I'm here in your air pod. Wherever I'm at, just know I'm rooting for you. You deserve it. Let's do this together. Let's have you do this on your own, whatever it's going to be, but commit to not having these costly mistakes be your mistakes. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

What if your team could get more done in less time? ⏳ In this Community Conversation, Nikki and Jason flip the traditional "hours worked" mindset on its head, championing the power of results over clock-watching. They share why it's time to ditch the outdated 9–5 mentality, how to unlearn habits that hold us back, and why role clarity + goals + KPIs are the secret trio for driving real impact.

Christopher shares a career spent in restaurants, not just behind a desk. He emphasizes the importance of focusing on KPIs before investing in technology, and standardizing operations while preserving your brands' identity.Welcome to Elevating Brick and Mortar. A podcast about how operations and facilities drive brand performance.On today's episode, we talk with Christopher Gumprecht, VP of Marketing and Information Technology at Craveworthy Brands. Craveworthy Brands was founded in 2022 to invigorate legacy restaurant brands while nurturing and growing emerging brands. GUEST BIOChristopher is a tech savvy restaurant leader with over 20 years of experience in food and beverage. He's had roles in Restaurant Operations, Learning and Development, Marketing, IT, Software Development, and Sales. He spends his time giving back to his community by mentoring local students and helping entrepreneurs reach their goals.TIMESTAMPS00:43 - About Craveworthy Brands04:50 - Chris' journey10:02 - Competing for attention13:16 - Gaining loyalty15:52 - The promise of off-premise catering23:23 - The challenge of tech in restaurants36:21 - Today's consumer expectations42:46 - Where to find Chris43:19 - Sid's takeawaysSPONSORServiceChannel brings you peace of mind through peak facilities performance.Rest easy knowing your locations are:Offering the best possible guest experienceLiving up to brand standardsOperating with minimal downtimeServiceChannel partners with more than 500 leading brands globally to provide visibility across operations, the flexibility to grow and adapt to consumer expectations, and accelerated performance from their asset fleet and service providers.LINKSConnect with Chris on LinkedInConnect with Sid Shetty on LinkedinCheck out the ServiceChannel Website Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cameron is joined by Carly Ornelas, founder of Speakeasy Aesthetics, and they discuss her entrepreneurial journey from being an injector to running successful practices in California and Tennessee. The conversation delves into the challenges of scaling a business, understanding different markets, and the importance of quality over quantity in aesthetics. Carly emphasizes the significance of building a unique brand identity, creating comprehensive patient experiences, and the role of staff training and performance incentives. They also touch on balancing safety with social media trends, mitigating risks in aesthetic practices, and the importance of integrity in achieving long-term wealth in the industry.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Carly transitioned from a hospital career to aesthetics.Scaling practices requires strong systems and management.Quality of service is more important than sales volume.Understanding different markets is crucial for success.Building a unique brand identity helps attract the right clientele.Patient consultations are key to understanding needs.Creating a comprehensive patient experience fosters loyalty.Staff training and performance incentives drive success.Safety and regulatory compliance are essential in aesthetics.Integrity is vital for long-term success in the industry.Medical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

aiOla is pioneering speech-to-data technology that transforms unstructured speech into actionable data for enterprise operations. As a serial entrepreneur on his sixth startup, Co-Founder Amir Haramaty built aiOla after witnessing firsthand how traditional AI implementations fail to deliver ROI in enterprise settings. The company has developed proprietary technology that achieves near-100% accuracy in challenging environments with heavy jargon, multiple languages, and difficult acoustics. With strategic investors including a major airline and partnerships with Nvidia, Accenture, and USG, aiOla is addressing the fundamental challenge that 95% of enterprise AI pilots fail to show value by focusing on immediate, measurable ROI through speech-based data capture. Topics Discussed: The genesis of aiOla from consulting work revealing AI's implementation gaps in traditional enterprises Solving the triple challenge of speech recognition: accuracy in jargon-heavy environments, separating signal from noise, and converting speech to structured workflow data aiOla's "jargonic" approach: creating hyper-personalized language models for specific processes without retraining Early customer acquisition through serendipitous encounters and demonstrating immediate ROI Vertical expansion strategy from food manufacturing to aviation, travel, hospitality, and retail Channel partnership strategy refined from previous startups to achieve scale The shift from convincing customers about speech technology to being pulled into diverse use cases Building the aiOla Intelligate orchestration layer to dynamically select optimal speech recognition models GTM Lessons For B2B Founders: Make CFOs your best friend, not IT departments: Amir explicitly targets CFOs rather than IT as primary buyers because "it doesn't matter how small or big you are, you still have to do more with less." While IT serves as facilitators, CFOs control budgets focused on operational efficiency and ROI. B2B founders should identify which executive truly owns the pain point and budget authority, even if IT will implement the solution. Deploy capital strategically to remove obstacles before they emerge: aiOla convinced their airline investor to provide working capital specifically to fund POCs for prospects without existing budgets. This eliminated the "we don't have pilot budget" objection before it arose. B2B founders should proactively identify and neutralize common barriers in their sales process, whether through creative deal structures, proof-of-concept funding, or implementation support. Prioritize instant ROI over long-term transformation promises: Amir explicitly avoids "digital transformation" conversations, instead selecting use cases delivering "biggest impact within shortest period of time with minimum obstacle possible." The airline baggage tracking example saved 110,000 hours immediately, creating momentum for expansion. B2B founders should resist selling comprehensive transformation and instead identify narrow use cases with quantifiable, rapid returns that create internal champions. Replicate proven use cases across customers rather than customizing: Once aiOla achieved success with specific applications like CRM data entry or pre-op inspections, they "stop, print, replicate" rather than reinventing for each customer. This approach reduced a two-hour inspection process to 34 minutes in food manufacturing, then replicated across industries. B2B founders should document successful implementations as repeatable playbooks and resist the urge to over-customize for each prospect. Channel success requires speaking the partner's economic language: When working with telcos, Amir demonstrated that his solution increased ARPU by 34% and reduced churn by 17%—the only two metrics telcos prioritize. He built predictable models showing exactly how many units each channel rep would sell by geography. B2B founders pursuing channel strategies must translate their value proposition into the specific KPIs that drive partner economics and compensation. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Weekly planning is the single most overlooked skill holding salespeople, sales leaders, and entrepreneurs back.In this video, I break down the exact weekly planning system I've used to go from being a top-producing sales rep to building and leading a scalable organization. Over the last decade, this framework has helped me generate over $5M in personal commissions, win a Golden Door Award (top 0.01% of door-to-door sales), recruit and train hundreds of reps through Sparta Solar, and build a life that's aligned across business, fitness, faith, and family.After working with thousands of sales reps, managers, and leaders — and learning directly from top performers and billionaires — I've seen one consistent pattern:the lack of weekly planning is the #1 reason people stay stuck.Sales success isn't about working harder. It's about being intentional. Selling is roughly 80% mindset and 20% tactics, and the way you enter your week determines whether you operate from a proactive, confident mindset or a reactive, chaotic one.In this video, I walk you step-by-step through the weekly planning process I use personally and inside my company. This is the same structure I've borrowed, refined, and applied from some of the highest performers in the world.

The PRACTICE is the Clinical Entity that exists to deliver better health outcomes for the PATIENT.The BUSINESS is the Economic Engine that exists to drive Profit for the Owners and the Team.  Dr. Stephen and Dr. Pete kick off a powerful five-part series that reframes growth through a clear distinction most owners struggle with: the difference between a remarkable practice and a remarkable business. And this struggle is costing them in terms of impact, income - and sleep!Using MARKETING data, KPIs, and real-world examples, they unpack how your practice ATTRACTION operations drive patient impact while your business's MARKETING metrics determine sustainability, profitability, and freedom. This MARKETING conversation sets the foundation for 2026 by showing how aligning teams not just with purpose, but with financial clarity, becomes the true growth accelerator. When the practice and business work together, momentum follows.In This Episode You Will:Understand the difference between a remarkable practice and a remarkable businessLearn why practice success does not automatically create business healthSee how KPIs clarify accountability on both sides of the coinDiscover why teams must understand profit, not just purposeClarify how practice metrics and business metrics drive different outcomesEpisode Highlights00:57 – Learn why this episode serves as the foundation for a five-part series separating the responsibilities of the practice from the realities of the business.01:43 – Discover how assigning clear KPIs becomes the fastest path to clarity, accountability, and meaningful traction.04:32 – Recognize why elevating business understanding across the entire team is essential for the future of chiropractic.06:37 – Reflect on how leadership is tested when personal loss intersects with professional responsibility and organizational culture.09:28 – Understand why emotional resilience and relationships are as critical to sustainability as systems and strategy.14:31 – See the defining distinction between the practice as a clinical entity and the business as an economic engine.16:44 – Clarify how financial alignment transforms team motivation by connecting effort to shared outcomes.18:15 – Discover why owning both sides of the practice and the business reshapes leadership and team engagement.23:57 – Learn how operational systems drive patient outcomes while business systems determine financial performance.35:20 – Recognize how mastering a small set of business metrics replaces marketing anxiety with confidence and peace of mind. Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/Golden Ticket Giveaway to the Upcoming Immersion - DM the words ‘Podcast Business Immersion' on The TRP Instagram page - https://www.instagram.com/theremarkablepractice/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Referrals are often talked about as a “nice to have.” In this episode of Behind The Numbers With Dave Bookbinder, they're treated for what they really are - a measurable, scalable driver of profitable growth. Dave Bookbinder speaks with Brandon Barnum, widely known as the “King of Referrals,” about how referral-driven businesses outperform those that rely on traditional selling. Brandon shares his journey from single dad to referral-based entrepreneur and CEO of HOA.com, and breaks down the numbers behind referrals, including why B2B referrals convert at higher rates, stay longer, and deliver greater lifetime value. The conversation goes beyond theory and into execution. Brandon explains the mindset shift from selling to serving, his three-step referral framework (set the stage, listen for referral triggers, ASK to GET), and how to move referrals from something informal to a repeatable system. They discuss how to build and train referral partnerships, co-marketing strategies that actually work, and how to stand out when a prospect is given multiple referrals. Brandon also covers overlooked referral sources, the KPIs that matter when tracking referral performance, and how to scale referrals without losing the personal connection that makes them effective in the first place. Listeners will walk away with practical, actionable ideas - how to audit your existing relationships, why committing to one referral partner meeting per week can change your pipeline, how to systematize referrals across your team, and how to create a clear referral partner blueprint. About Our Guest: Brandon Barnum, known as the "King of Referrals," is an award-winning entrepreneur, speaker, and business strategist. He is the CEO of HOA.com and the author of four #1 best selling books in the Raving Referrals book series. A referral and sales expert, Brandon 10X'd his income from $20K to $200K in just 18 months. He has since generated over $500 million in referral-based transactions and built networks with over 5 million members in 195 countries and has helped over 250,000 real estate agents grow their businesses. Previously, he served as CEO of Codebreaker Technologies, developing the world's first personality-based AI for sales. Featured in "The Wall Street Journal", "Newsweek", and "Cracking the Millionaire Code", Brandon helps professionals expand their income, influence, and impact through proven referral and sales strategies. https://ravingreferrals.com About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.

What would it change in a trades business if the sales team stopped waiting on leads and started owning the pipeline? In this episode, Jordan White tells Chad Peterman how he moved to Nashville with a beat-up truck, slept on a kid's couch, and built a high-end roofing company that grew from $2M to just over $20M in four years, almost entirely off door-to-door hustle. Jordan breaks down how he and his partner built a visionary/integrator partnership, fed the business first instead of chasing early distributions, and created a culture where clean-cut, young hustlers can make multiple six figures by knocking on doors in affluent neighborhoods. The conversation connects directly to HVAC, plumbing, electrical, and other home service leaders who are tired of blaming "the market" or "this generation" and are ready to build a scoreboard-driven, people-first sales culture instead. If you lead a trades business and want a place to work on your leadership, culture, and growth strategy with other owners who get it, get plugged into The Arena, the private community built for home service leaders who refuse to coast. Join The ARENA - a CSTG Community (powered by our media partner, PeopleForward Network) Additional Resources: Connect with Jordan White on LinkedIn Learn more about SeekOne Roofing Subscribe to CSTG on YouTube! Connect with Chad on LinkedIn Chad Peterman | CEO | Author Learn more about the Peterman Brothers Follow PeopleForward Network on LinkedIn Learn more about PeopleForward Network Key Takeaways: From top sales rep to founder – how Jordan left a "safe" high-commission role to launch a roofing company in a brand-new market. Visionary and integrator for trades growth – how he and his partner split roles so the business isn't dependent on one person. Reinvesting profits to scale revenue – why they let the business eat first and delayed big distributions past $10M and $20M. Building a door-to-door sales machine – the recruiting, training, and culture that turns hungry talent into "shark" closers. Scorecards, KPIs, and accountability – how tracking numbers removes drama from coaching and drives higher sales performance. Marketing and builder partnerships for recurring revenue – how retail marketing and custom homebuilder relationships create predictable, long-term growth.

You can't scale a business when Sales, Marketing, and Operations are pulling in different directions. That's how you end up with bad leads, missed expectations, burned-out teams, and frustrated customers. In this episode of SoTellUs Time, Trevor Howard breaks down how to create real alignment between Sales, Marketing, and Operations—so your business stops feeling chaotic and starts growing predictably. This isn't theory. This is practical, owner-level strategy you can implement immediately. The Real Cost of Misalignment Marketing is generating leads Sales is frustrated with "bad leads" Operations is overwhelmed trying to deliver what was promised The problem isn't effort. The problem is alignment. When these three core departments aren't aligned, growth feels stressful and unpredictable. When they are aligned, growth becomes calm, scalable, and repeatable. Episode Chapters 0:00 – The Cost of Misalignment Why growth feels chaotic when teams aren't aligned 2:00 – Why Sales, Marketing & Ops Drift Apart Different goals, different metrics, different priorities 5:00 – One Shared Definition of Success Creating a single scoreboard for the entire customer journey 9:00 – Systems That Force Alignment Simple meetings, handoffs, and SOPs that eliminate friction 13:00 – The Owner's Role as the Integrator Why alignment always starts at the top 16:00 – One Direction, One Team How alignment accelerates growth instead of slowing it down What You'll Learn in This Episode Why alignment doesn't happen naturally and must be designed How siloed KPIs quietly destroy teamwork The importance of a shared definition of a win How to align lead quality, close rate, and fulfillment Simple systems that eliminate Sales vs Marketing vs Operations tension The exact role the business owner must play to keep alignment intact Key Insight Alignment doesn't live in intentions. It lives in systems. If your business relies on hoping everyone is on the same page, you'll always be firefighting. Action Step This week, pick one alignment issue between Sales, Marketing, and Operations and fix it. Even one small improvement can unlock massive momentum. What's Coming Next In an upcoming episode: How to create KPIs that encourage teamwork instead of turf wars. Subscribe to SoTellUs Time for real-world business strategy, leadership insights, and scalable growth systems: https://www.youtube.com/@sotellus Learn more about the tools we're building at SoTellUs to align the entire customer journey: https://www.youtube.com/sotellus #BusinessGrowth #Leadership #SalesMarketingAlignment #OperationsManagement #ScalingABusiness #EntrepreneurMindset #BusinessSystems #SoTellUsTime #PredictableGrowth #BusinessOwner  

This episode breaks down a key 2026 initiative: when and how to diversify your media mix, grounded in real operator decision-making rather than theory. The conversation uses HexClad's approach as a case study, exploring the data signals that indicate it's time to expand channels, how teams test incrementality, and how operators manage rising measurement complexity - especially when scaling internationally.Along the way, the team explains how the “Rocks” system supports this kind of decision-making, from setting clear priorities and aligning teams to establishing cadence and ownership. They also unpack how KPIs are chosen at different stages, how retention-focused Rocks anchor growth efforts, and how insights from Japanese market data inform smarter media mix expansion.If you have a question for the MOperators Hotline, click the link to be in with a chance of it being discussed on the show: https://forms.gle/1W7nKoNK5Zakm1Xv6Chapters:00:00:00 - Introduction00:03:27 - Hexclad's 2026 Rocks00:23:08 - Signals for Channel Expansion00:32:23 - Expansion Playbook & Strategy00:43:17 - New US Channels00:55:59 - Sequencing & ComplexityPowered by:Motion.⁠⁠⁠https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsRivo.https://www.rivo.io/operatorsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here:https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here:https://9operators.com/

✅ Get Daily Motivational Emails from Brian https://thesuccesslift.com/join    Most high performers are lying to themselves and they don't even know it. At work? You've got KPIs, dashboards, mentors, feedback loops, accountability, discipline. You don't "hope" the business grows. You engineer it. At home? Vibes. Guesswork. "I'll get to it."

In this episode of The Digital Executive, Brian Thomas sits down with Christina Snyder to explore how outsourcing has evolved from a cost-saving tactic into a strategic growth engine. Christina shares how global talent access, remote work, and flexible engagement models are helping companies scale faster, improve customer experience, and access specialized skills worldwide. The conversation dives into how leaders should measure outsourcing success, align talent strategies with business KPIs, and prepare for the future as AI and automation reshape global workforces. A must-listen for executives rethinking how and where work gets done.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.

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit The biggest mistake business owners make isn't marketing, hiring, or growth. It's ignoring financial literacy. In this episode, Steve explains how misunderstanding your numbers can quietly lock in a bad year before it even starts. He breaks down why profit doesn't equal cash flow, how bad assumptions lead to bad decisions, and why leaders who don't understand their financials end up working harder for worse results. If you want to focus on the right priorities and stop guessing with your business, this episode is a must-listen. _______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

Jason Cohen is a four-time founder (including two unicorns, one being WP Engine) and an investor in over 60 startups, and has been sharing his lessons on company building at A Smart Bear for nearly 20 years. In this episode, Jason shares his methodical five-step framework for diagnosing stalled growth—a problem that faces almost every team.We discuss:1. Jason's five-step framework: logo retention, pricing, NRR, marketing channels, target market2. A small tweak that'll double response rates on your cancellation surveys3. Why “it's too expensive” is almost never the real reason customers cancel4. The “elephant curve” of growth5. How repositioning the same product can increase revenue 8x6. When to reconsider if growth is even the right goal for your business—Brought to you by:10Web—Vibe coding platform as an APIStrella—The AI-powered customer research platformBrex—The banking solution for startups—Episode transcript: https://www.lennysnewsletter.com/p/why-your-product-stopped-growing—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Jason Cohen:• Preorder Jason's book: https://preorder.hiddenmultipliers.com/• X: https://x.com/asmartbear• LinkedIn: https://www.linkedin.com/in/jasoncohen• Blog: https://longform.asmartbear.com• Website: https://wpengine.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Jason Cohen(05:19) Jason's writing journey(08:25) Questions to ask when your product stops growing(18:17) Getting real customer feedback(20:27) Analyzing cancellation reasons(26:54) Onboarding and activation(29:35) Quick summary(35:46) Revisiting pricing strategies(41:46) Positioning strategies(47:52) Why pricing is inseparable from your strategy(52:06) The importance of net revenue retention (NRR)(01:00:25) Asking whether or not this is good for the customer(01:04:34) Leveraging existing customers(01:06:42) Are your acquisition channels saturated? The “elephant curve”(1:09:41) Why all marketing channels eventually decline(01:12:04) Direct vs. indirect marketing channels(1:13:36) Getting creative with new channels(01:19:04) Do you actually need to grow?(01:25:57) Deciding when to quit(01:29:27) Book announcement(01:33:21) AI corner(01:34:35) Contrarian corner(01:37:43) Lightning round and final thoughts—Referenced:• Tyler Cowen's website: https://tylercowen.com• How to Perform a Customer Churn Analysis (and Why You Should): https://www.groovehq.com/blog/learn-from-customer-churn• Linear: https://linear.app• Jira: https://www.atlassian.com/software/jira• Patrick Campbell's post on X about pricing: https://x.com/Patticus/status/1702313260547006942• The art and science of pricing | Madhavan Ramanujam (Monetizing Innovation, Simon-Kucher): https://www.lennysnewsletter.com/p/the-art-and-science-of-pricing-madhavan• Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam: https://www.lennysnewsletter.com/p/pricing-and-scaling-your-ai-product-madhavan-ramanujam• Pricing your SaaS product: https://www.lennysnewsletter.com/p/saas-pricing-strategy• M&A, competition, pricing, and investing | Julia Schottenstein (dbt Labs): https://www.lennysnewsletter.com/p/m-and-a-competition-pricing-and-investing• “Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR | Jen Abel: https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr• Buffer: https://buffer.com• AG1: https://drinkag1.com• How to find hidden growth opportunities in your product | Albert Cheng (Duolingo, Grammarly, Chess.com): https://www.lennysnewsletter.com/p/how-to-find-hidden-growth-opportunities-albert-cheng• How Duolingo reignited user growth: https://www.lennysnewsletter.com/p/how-duolingo-reignited-user-growth• The Elephant in the room: The myth of exponential hypergrowth: https://longform.asmartbear.com/exponential-growth• HubSpot: https://www.hubspot.com• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Adjacency Matrix: How to expand after PMF: https://longform.asmartbear.com/adjacency/• Ecosystem is the next big growth channel: https://www.lennysnewsletter.com/p/ecosystem-is-the-next-big-growth• ChatGPT apps are about to be the next big distribution channel: Here's how to build one: https://www.lennysnewsletter.com/p/chatgpt-apps-are-about-to-be-the• 10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling): https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths• Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, prioritizes intuition, and builds toward a 100-year vision | Archie Abrams (VP Product, Head of Growth at Shopify): https://www.lennysnewsletter.com/p/shopifys-growth-archie-abrams• Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market: https://www.lennysnewsletter.com/p/geoffrey-moore-on-finding-your-beachhead• ER on Prime Video: https://www.amazon.com/ER-Season-1/dp/B0FWK5WJQ4• The Pitt on Prime Video: https://www.amazon.com/The-Pitt-Season-1/dp/B0DNRR8QWD• Wispr Flow: https://wisprflow.ai• Anker: https://www.anker.com—Recommended books:• Will: https://www.amazon.com/Will-Smith/dp/1984877925• Monetizing Innovation: How Smart Companies Design the Product Around the Price: https://www.amazon.com/Monetizing-Innovation-Companies-Design-Product/dp/1119240867• Hidden Multipliers: Small Things That Accelerate Growth: https://preorder.hiddenmultipliers.com• On Writing Well: The Essential Guide to Mastering Nonfiction Writing and Effective Communication: https://www.amazon.com/Writing-Well-Classic-Guide-Nonfiction/dp/0060891548• Crossing the Chasm, 3rd Edition: The Updated Version of the Insightful Guide on Bringing Cutting-Edge Products to the Mainstream: https://www.amazon.com/Crossing-Chasm-3rd-Disruptive-Mainstream/dp/0062292986—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Struggling with business coaching that isn't delivering results? This episode reveals data-driven success patterns from real private practice counsellors, psychologists and social workers building profitable businesses. Dr Brooklyn Storm shares 12-month analysis of Practice Momentum™ participants, comparing therapists who achieved rapid results with those who struggled. Discover why implementation matters more than strategy, how employee mindset sabotages business growth, and the "hockey stick" pattern that separates successful practitioners from struggling ones. Learn about the critical role of business systems, KPI tracking, and mindset shifts in building a sustainable private practice. Whether you're working with a business coach or going solo, these evidence-based insights help mental health professionals overcome common obstacles like overwhelm, scattered focus, and the dangerous loop of starting but never finishing. Perfect for women counsellors, psychologists and social workers wanting time freedom, financial security and a thriving practice. Want to know where YOU are on the therapist → business owner spectrum? Take my free 3-minute assessment: https://brooklynstorme.com Your private practice doesn't have to be this hard. But it does require thinking like a business owner, not an employee. Let's sort this out together. FAQs Q: Can a business coach guarantee results for my private practice? A: No ethical business coach can guarantee results. Success depends on client implementation, mindset shifts, and consistent action over time—similar to how therapists can't guarantee client outcomes. Q: How long does it take to see results from business coaching? A: Most successful private practice practitioners see measurable progress within 90 days, with significant results accumulating over 12 months through consistent implementation and engagement. Q: Why isn't my business coaching working? A: Common reasons include: not following the full implementation plan, going off-plan too early, employee mindset blocking business decisions, avoiding KPI tracking, starting but not finishing projects, and expecting immediate results. Q: What's the difference between employee mindset and business owner mindset? A: Employee mindset believes hard work equals results and waits for direction. Business owner mindset understands strategic action matters more than effort, makes data-driven decisions, and takes responsibility for outcomes. Q: How do successful therapists build profitable private practices? A: Successful practitioners maintain consistent engagement, follow business plans with flexibility, install systems early, track KPIs quarterly, ask for guidance before implementing, and shift their identity to include business owner alongside therapist. Q: What is the hockey stick pattern in business coaching? A: The hockey stick describes getting excited about a strategy, hitting overwhelm when implementation gets complex, quitting before completion, then starting something new—creating a loop that prevents progress. Q: Why do therapists struggle with business activities? A: Therapist identity emphasises compassion, non-judgment, and giving—which can conflict with necessary business actions like raising fees, charging for cancellations, and marketing. Integration of both identities is key.

Andrew Becker is with wholesaling powerhouse Brent Daniels! Brent shares his journey from losing everything in the 2008 crash to building a massive empire using the "Four-Headed Monster" of Google marketing. He reveals why inbound leads from Google PPC and SEO are the highest converting leads in the industry and how to dominate the four critical spots on the first page of Google to capture motivated sellers who are ready to act now. In this deep dive, Brent breaks down his internal sales process, emphasizing the critical "speed to lead" rule—you have exactly 30 seconds to respond to an inbound lead before your chances of conversion drop. He explains the "keys" analogy for why sellers choose speed and convenience over price, how to track the right KPIs to ensure profitability, and why focusing on "ugly houses" rather than just any lead is the secret to high margins. More wholesaling lessons if you join the TTP Training Program today. ---------Show notes:(0:50) Beginning of today's episode(3:29) The "Rich Dad Poor Dad" moment that changed everything (5:25) Losing it all in 2008 and rebuilding through "Talking to People" (7:12) Wholesaling 101: The three main exit strategies (Flip, Hold, Assign) (9:54) The "Four-Headed Monster" of Google: PPC, GMB, SEO, and YouTube (12:09) Speed, Convenience, vs. Price: The "Keys" Analogy for motivated sellers (16:28) The 30-Second Rule: Why speed to lead is non-negotiable (19:56) Quality over Quantity: Why you shouldn't make an offer on every single lead (21:54) The vital KPIs: Live answer rates, leads per deal, and marketing ROI (24:33) Resources for finding off-market deals ----------Resources:TTP InsiderBrent Daniels YouTube Channel To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

What should you be posting on LinkedIn, and what should you avoid? In this episode, I share three LinkedIn posts sellers can use right away. Posting the right content on LinkedIn can help you book more appointments and grow your pipeline.Why You Should Be Posting on LinkedInIf you are not posting on LinkedIn, you are missing a real opportunity to stand out. Only a small percentage of users create content, which means authentic posts are far more likely to get noticed. Instead of worrying about being judged or feeling like you need to be an expert, I want you to see LinkedIn as a place to engage your niche market and start real conversations.Three Types of LinkedIn Posts That WorkMistakes and Lessons Learned: One of the easiest ways to create content is by sharing mistakes and lessons from your own experience. Talking about what went wrong and what you learned makes your posts relatable and builds trust. When you are honest and a little vulnerable, people are more likely to engage and respond.Personal Insights: You do not have to talk about sales all the time. Sharing personal insights like hobbies, challenges, or goals helps people connect with you as a person. Whether it is working on your golf game or focusing on better health, these posts humanize you and often lead to stronger conversations with prospects.Industry Trends and Data: Posting about industry trends or data gives your audience something valuable to think about. Share insights you are seeing in the field or information from reports you trust. When you consistently bring useful information to your network, you position yourself as a resource and stay top of mind with potential buyers."Thanks to the COVID era, people want to know you on a personal level. They want to see your personality online." - Donald KellyResourcesSign up for free and download the Sales Evangelist Tracker to monitor your sales KPIs, measure performance, and stay accountable to your daily activity.Join the LinkedIn Prospecting Course to improve how you use LinkedIn and book more consistent, high-quality sales appointments.Visit Blue Mango Studios for help in creating podcast production content. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at linkedin.com/tse.This episode is brought to you in part by the TSE Sales Foundation.Improve your connection on LinkedIn and land three or five appointments with our LinkedIn prospecting course. Go to the salesevangelist.com/linkedin.CreditsAs one of our podcast listeners, we value...

Learn how to use the AI Accelerator effect to scale smarter not faster into failure. In this episode, I break down the AI Accelerator principle and why it's the most misunderstood concept in business right now. While everyone rushes to automate everything, I reveal the dangerous trap most entrepreneurs fall into: accelerating broken processes, bad habits, and unmanaged systems. 2026 presents the biggest opportunity I've seen in my entire career, but only for those who understand that AI is an employee not a magic solution. I share a real conversation I had with a board member who wanted to use AI to fix his team's inability to follow processes, and why I told him that's exactly the wrong approach. Joining me is my COO and good friend, Joe Beecroft. Joe specializes in helping ambitious CEOs and founders overcome their biggest scaling challenges. As part of our team at Predictable Profits, he's helped us become the secret weapon behind some of the nation's fastest-growing 7- and 8-figure companies, with 15 making the Inc. 5000 list. A former All-American soccer player and Arsenal supporter, Joe brings both competitive drive and strategic precision to everything he does. KEY TAKEAWAYS: AI is an accelerator it makes whatever you're already doing faster, whether that's good habits or bad ones. You don't accelerate problems; if you can't do it right manually, you have no business automating it with AI. AI is not a technology, it's an employee that requires management and KPIs just like your team. The companies struggling right now are the ones who built their business on a single spoke that AI has disrupted. There's no such thing as a good or bad economy only a different economy with different opportunities. Putting your head in the sand and cutting costs is the opposite of what you should be doing in 2026. AI can actually pull you deeper into the founder's trap if you use it without strategic systems in place. This is the biggest window of opportunity since the birth of the internet and those who lean in now will gain an outsized competitive advantage. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community  

Cameron is joined by Stephanie Brand, founder of The Skin Jeanie, and they discuss the challenges faced by medical aesthetics providers, particularly around consultations, marketing, and patient care. Stephanie shares her journey from being overwhelmed in her practice to helping others navigate the complexities of running a successful medical aesthetics business. The conversation emphasizes the importance of effective communication, personalized consultations, and building community connections to foster growth in the industry.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Consultations should last 20-30 minutes to build trust.Patients want to feel heard and understood, not like a number.Mindset and energy are crucial for successful patient interactions.Personalized treatment plans are essential for patient satisfaction.Follow-up communication is key to retaining patients.Building community connections can enhance practice visibility.Influencer marketing can be effective if done strategically.Practices should focus on internal growth before external marketing.Social media presence should reflect the actual practice experience.Practices need to prioritize authentic interactions over vanity.Medical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

Most practice owners head into a new year by adding more—more offers, more marketing, more hustle. In this episode, I'm asking you to do the opposite.We're looking at what actually worked this year, what just felt important, and what quietly drained your time without growing your practice. This is about cutting what doesn't move the needle and doubling down on what does.I walk you through a simple audit you can use to evaluate your services, your marketing, your schedule, and even your habits—so you don't carry the same problems into 2026.If you want a practice that makes money without requiring you to hold everything together, this episode will help you decide what to keep, what to cut, and what finally deserves your energy.In this episode, I cover:How to use the 4 KPIs to measure what's actually bringing in real clientsHow to identify which services and side hustles make money—and which just steal timeHow to spot client patterns that support your schedule and income goalsHow to find and manage the biggest time-wasters in your business day Avoid dragging your old problems into the new year! Grab January's bonus, The Paperwork Essential Starter Kit now.Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! Every January, we host an annual planning meeting with our team where we review the previous year, assess what's working (and what isn't), and set intentional strategies for the year ahead. And just like I share with our Incubator Mastermind, the very first step in planning is always starting with the numbers. In this episode, I walk you through some key trends I noticed as we closed out our 2025 numbers, how they connect to the three core KPIs every canine rehabpreneur should be tracking, and what these patterns might be telling us as we head into 2026. While every clinic is different, these insights are showing up consistently across conversations I've had with business owners inside and outside our programs—and they matter if you want to grow sustainably. I also reference our Annual Planning Playbook, which breaks down exactly how I structure our annual planning process. You can download your free copy here: https://www.k9ptacademy.com/planning Listen to the full episode as we discuss:

Surgeon and health tech strategist Sarah Matt discusses her article "Why fee-for-service reform is needed." Sarah analyzes the friction between efficient digital health tools and an outdated payment system that rewards activity over quality. She proposes replacing analog metrics like visit volume with shadow KPIs that track actual health outcomes such as time-to-resolution and preventable hospitalizations. The discussion outlines a practical strategy to utilize existing billing codes for remote patient monitoring while simultaneously gathering data to negotiate shared savings agreements. Listen to learn how clinicians can drive the transition toward a more logical health care economy. Partner with me on the KevinMD platform. With over three million monthly readers and half a million social media followers, I give you direct access to the doctors and patients who matter most. Whether you need a sponsored article, email campaign, video interview, or a spot right here on the podcast, I offer the trusted space your brand deserves to be heard. Let's work together to tell your story. PARTNER WITH KEVINMD → https://kevinmd.com/influencer SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

In this episode, Jeff Mains sits down with Radhika Dutt, author of Radical Product Thinking, to challenge the conventional wisdom around goal-setting, KPIs, and OKRs. Radhika reveals why chasing metrics can actually distort behavior and undermine long-term growth, introducing a powerful alternative: treating growth like a puzzle rather than a scorecard.The conversation explores how well-intentioned targets create perverse incentives, why measures should be tools for insight rather than evaluation, and how a curiosity-driven approach—using the OHLA framework (Observe, Hypothesize, Learn, Adapt)—helps teams make smarter decisions in real-world conditions. Radhika shares compelling examples from OpenAI, maritime SaaS platforms, and robotics companies to illustrate how puzzle-solving beats goal-setting for sustainable growth.Whether you're drowning in dashboards or hitting targets while feeling like something's off, this episode offers a refreshing lens on progress, leadership, and building momentum without the performance theater.Key Takeaways[0:00] - Episode introduction and overview of why goal-setting may be backfiring[4:48] - The fundamental problem with KPIs and OKRs: Goodhart's Law and Campbell's Law explained[6:28] - Dutt's Law: "A measure is only useful as a tool for insight, not a yardstick for evaluation"[7:16] - Real-world example: How OpenAI's user engagement targets led to dangerous "sycophantic AI"[10:37] - The hidden dangers of hitting targets while ignoring negative indicators[11:44] - Introduction to puzzle-setting vs. goal-setting mindset[12:09] - The OHLA framework explained: Observe, Hypothesize, Learn, Adapt[17:51] - Case study: Why improving filters wouldn't have solved the real problem[28:47] - The performance theater trap: Why jumping to solutions feels comfortable but fails[30:28] - How to get customer meetings when people say "you should already know this"[33:00] - Why in-person observation matters more when mental models differ[36:27] - Growth comes from matching user mental models, not forcing adoption of yours[37:47] - The Tesla UI example: When "cool" design ignores user mental models[37:47] - Top-down vs. bottom-up: How to introduce puzzle-solving in organizations[39:27] - Why leaders fear losing control and how to address it[43:01] - Vision-driven vs. iteration-led: Crafting a detailed, actionable vision statement[45:41] - Example vision statement that tells the whole story without mentioning the product[48:03] - Why detailed visions create ownership better than memorable slogans[50:01] - One mindset shift founders can make this week to reduce performance theaterTweetable Quotes"When a measure becomes a target, it ceases to be a good measure. We've known this since 1975, yet we keep setting goals for metrics.""A measure is only useful as a tool for insight, not a yardstick for evaluation. That's the critical mindset shift.""When you set targets, everyone's incentive is to show you they've hit that target. You don't look at the negative numbers to see what's actually happening.""Puzzles trigger curiosity and questioning. If you already know the answers, there's no puzzle. That's the...

Kiera takes listeners through specific actions the most successful dentistry minds have incorporated into their day-to-day to stay elevated. She touches on: Planning out an ideal week Reviewing these numbers weekly Fostering problem-solvers And more! Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:   The Dental A Team (00:00) Hello, Dental A Team listeners, this is Kiera and I hope that you guys are having an amazing day today. I hope you're loving dentistry. I hope you're loving your opportunities. I hope that you are remembering that we have one life and I hope that you're making it the absolute best life you can. There's a song that I recently heard called Time's a Ticken and it's like, so call your mom, love your babies, talk to your friends and...   I just think about it and another thing I saw were like, if your mom and dad are still able to call you, how blessed are we? And I know some people have strained relationships, but I think as much love that we can give and as much as we can foster great relationships in our lives and realize how much goodness we have, I think that's an amazing space for us. just hopefully you know how much I love and appreciate you and how much I'm rooting for you, whether I know you personally or whether...   you are someone in our Dental A Team family, or if you are in our podcast family, or if you're new to this, just know I'm rooting for you. Even if I don't know you personally, ⁓ you're doing better than you think you are today. Guys, it's going to be fun. I want to talk about CEO habits for next level, like what top practice leaders are doing and just some tips for you. As we're rolling into a 2026, I love looking at habits and not necessarily fads, but habits. And so what do things do? And I believe that habits, not just hustle,   are going to help you with success. ⁓ So many times it's like, well, what made the success successful? And it's like really consistency on doing the best things and the highest priority things consistently. And so giving a couple of three core habits that I think growth-minded leaders, practice owners have versus overwhelmed operators. And so really being able to give you that guidance and at Dental A Team we're obsessed with helping dentists become CEOs of their practices and having amazing teams thrive around them and.   ⁓ Giving you guys all of that today is really what it is and we want you guys to feel clarity, confidence and consistency. And I know sometimes when you're in the whirlwind of the day-to-day business, it can feel very hard to have this. But I will say, if you can build these as a building blocks, the noise can lessen. I'm not gonna promise it will go away, but it can definitely lessen and doing it over time. Just like with front office team members were like, I just don't have time, Kiera. And we're like, great, let's put in a power hour. And they're like, it's never enough time.   You're right. Today is not enough time, but if you do one hour a week blocked with no interruptions and you work on the highest level things, I've watched teams over and over and over again, be like, I actually don't need this hour anymore. And we get our recare calls done and we get our unscheduled treatment calls done and we block that and we do it. And office managers, they block that time and billers block the time to do insurance verification. It does not need to be a lot of time, but it does need to be consistent. So with that, you guys, this is going to be something that's a   a habit, ⁓ daily and weekly habits that you can create that you can really just put into your life now. So number one is, this sounds so silly and I do this often, it's creating and committing to an ideal week. ⁓ And so that's being able to have a rhythm and not reaction. so what I noticed and it's crazy because as my company evolves, my life and my business and my schedule needs to evolve as well.   When the business was smaller, I used to be able to run back to back to back to back meetings. There wasn't as much strategy that I needed to think about. There weren't as many hard decisions. There weren't as many like complex decisions that I used to be able to run a week like back to back to back. And then I realized like, I can't run like that anymore. I need to have like on time and off time, on time, off time. And then there's presenting like podcasts. Like you try to put meetings on a podcast day. You guys, am in podcast is creative land and I'm on presenting mode. And I'm like here hanging out with you guys and having a good time.   don't put meetings where I'm trying to like figure out a budget that is such a different mind than a creative mind. And so really being able to block this where we have it and color coding your calendar. What I really do believe is as a CEO of a practice, you're going to have clinician time, right? You're going to have being a dentist. Then you're going to have leader time where you're developing your leaders. And then you're going to have visionary CEO time. And if you can block this in there and you don't have to have it perfect. So do I have   leader time where I'm like developing my leaders and I'm spending time figuring out leadership pieces for them and investing in my leaders and coaching my leaders. Do I have that blocked in there? And then do I have this deep work visionary CEO time where I'm reviewing the financials and I'm answering questions from my office manager and doctors sometimes they even recommend you have another block of am I getting like all the busy work like the labs and the clin checks and the cases and looking at all the scheduling coming up. Do I have time to work on that? And   blocking this and it sounds like, gosh, there's so much and there is, this is why you feel overwhelmed and you feel radical. So having my doctor dentists in time, my leadership development time, my CEO time, and then if you need any other time, great. I also put in my personal time. So am I working out and taking care of my body? And we did this with our mastermind group where I learned a thing called rapid planning method from Tony Robbins and I really enjoyed it. And then I took it of course, ended Kiera spin to it.   But what I really loved is Tony actually had us rename our categories. So instead of saying workout time, it's my honoring my body time. And that was so much more fulfilling for me. And I also have buckets in there that are color coded of date time. Like I call it mine and Jason's forever love story. And what do I put into my calendar that's blocked specifically for that? And what's lovely is when you have colors around it, ⁓ you can actually make it to where you then are working on those specific areas.   and you're able to see them very, very easily. So when we look at this, I think about my colors and my favorite color is pink. So I always have my Kiera section where I'm honoring myself. It's in pink in my calendar. When I'm working on Dental A Team and I used to like call it just Dental A Team. Now it's my passion project and it's blue. Honoring my body is orange. I needed that like vibrant orange, like getting excited about it. And I have that in there.   my leadership visionary time, that's going to be a different color. For me, that's more of this like blue turquoise color. It's more serene, it's calm. So whatever that is for you, just having those color coordinated things and like I popped into my RPM planner. So I have my ⁓ ROASIS ⁓ is our home. And so working on my home, wealth, genius, fun, that's curious thing. And I always make sure I have fun built into my calendar. But I think like you can make it as complex or as simple as you want, but I would really recommend we've got our dentist time.   our leader time, so maybe that's like our give back time or our development time or our like my first team time and then my visionary, my exciting time. What does that look like and really blocking that in your calendar? And so then we audit our week at the end of the week and I remember I was taught like many times like the most productive thing is to go back and look where did I win my week? Where did I like lose the week and what do need to change for this? And   Even me going into a new year, actually have a new EA joining me pretty soon. So that's thrill. If any of you had a personal assistant EA that's been with you for a long time and you're getting a new one, let's ⁓ just say it's a thrill. And I'm really excited for Marissa to join as Shelbi's getting ready to have some life changes. And I'm so, so, so excited for her. ⁓ And going through that and being able to experience it, I realized I needed a different calendar.   What I've been doing is not going to get me to where I need to go. And so we've been working on it and I like built it. You guys, I like to like really mass and like if I'm in podcast mode, I'm in podcast mode. And if I'm in coaching call mode, I'm in coaching call mode. And if I'm in business mode, I'm in business mode. ⁓ but I realized what I was doing is I was business mode. I was coaching call AKA dentists thing that I was in heavy meetings and then I was in podcasting. And I think sometimes when we run that heavy, it's very hard to have like downtime. And so for you looking, you're working as a dentist all four days.   So could we block maybe Wednesday mornings where you have a catch up time or do we have a CEO day where it's a Friday and you actually have that block for four hours and you work on that. I have a dentist, he works Monday, Tuesday, Wednesday, Thursdays are always off and he works Friday. And I'm like, that is the weirdest schedule. He's like, Keira, I love it. I get all my admin stuff done when people are still there. I have time to think that's when I'm gonna work on my decisions. And then I go in and have a great Friday where I've got nothing on me and I produce my highest amount. And this doctor is a very high producing doctor but he's very regimented in how he does it.   And that's how he's been operating for the last like 30 years. So when you implement this and you commit, so I'm like, okay, let's break it down. guys know I like to make it easy. I like to make it tactical for you. You got to block these areas. What am I done to seeing? When am I leading? And when am I thinking about the greater big like CEOing of the company? And if I'm only going to do one, I'm going to block a two hour block every single week to work on high level of the business. Just like I recommended for our leaders blocking one hour minimum per week of deep work time.   and doing it at your prime optimal time. For me, it's early mornings. I operate so good from like 6 a.m. lately, it's been like 3 a.m. until about 11 and then like I'm out. I don't want to be thinking heavy. I don't like hard things. That's my operating. Just like I run on protein, Jason runs on carbs. Like it's just operating in how we function, but really making sure you do that. Again, this is a habit. It's a discipline. It's reviewing it. And I had a doctor who was really high level. We coached together for about a year and he said, Kiera, coaching with you was one of the most impactful years of my life.   because you taught me to prioritize my calendar, to review my calendar, to work on my family relationships, to work on my leadership, to delegate, to see what things were in my calendar that I could delegate. And this person has grown and added multi-multi-practices and I'm so proud of him. But truly, this is going to be your best thing. So action on this of getting this habit into place is block two hours as your CEO time, no operations, no calls. You are just fully focused on the business and commit to doing that.   for the next four months. Whoa, four months, can you imagine? Just try it. Test it out, tell me, Kiera, I'm trying the experiment. Email me, Hello@TheDentalATeam.com. I'm committed to it and I want you to not break that promise to yourself. You hold it strong. I had a doctor who did this. She put a like sign on her door and she said, do not interrupt me at all. Now you have to hold this strong because if someone's like, hey doc, I just have a quick question. Nope, right now is my time and I need you to respect my time. I'll be available at this time.   You call that one or two times and your team will not interrupt you again because they know you are dead serious on this. So review it. Now you're already doing that. I want you to take it one level further and I want you to add in your date time, your workout time, something that you are also adding in that needs to be blocked. And I want you to ramp it up one more. Okay, that's number one habit. Number two habit is reviewing your KPIs and your financials every single week. And you're making decisions based on data, not on feeling. So we all know that what we measure improves, right? All of that is there.   So what it is is KPIs, you gotta be looking at those, whether you're using dental Intel, we recommend Addit. Practice by numbers, I don't care. All of our clients do get Addit. So if you're like, hey, I'm thinking about consulting, but I'm not sure about cost or guess what, we cover that cost for you and it's free for you and we also have other perks for you. So ⁓ definitely cost savings that way. And we help you build a scorecard and a dashboard and we teach your team to look at this. But you as a CEO of your practice, this is how you become a CEO. CEOs make decisions based on numbers and metrics, not on feeling and gut.   but you have to take time to review the data to sift through the data. We have an amazing CRO on our team that's a chief revenue officer. didn't even know that was a position. And I have been begging our marketing team to go through our podcast data to figure out what did the listeners want? have, guys, oh my gosh, we're moving into, think our, we started in 2019. So this year, seven years on the pod, guys. I cannot believe that. Lucky seven over here. But thinking about it, I was like, go look at the data. want to,   not just what Kiera feels and what I think you guys, are 1,100 episodes in by now. Like we should be able to have great data of what you guys want. And you're gonna hear a change this year because we actually went through Paul kudos to him. He went through and he looked at all the data and he said, all right, Kiera, here are the episodes doing well here. The episodes not doing well. Here are the things that listeners want. Here's how we need to revamp it. And I was so proud of him and so grateful because now we're building content based on what the data is telling us. But you know how long that took him? It took him like three months to go through it all, sift through it all. And for you,   You've got data, you've got case acceptance data, you've got new patient call conversion data, you've got our billing, our AR data, you've got diagnosis of doctors, we've got hygiene period data. That is the stuff you need to be looking at to see how are we doing? You've got how long is it to our next appointment? We see how far out are we booking our new patients? We see how far out are we booking our six month appointments? Are we staying at six months? How much money are we losing? A doctor had me come in and I looked and saw it, you're booking your patients eight months out. It was about a million dollars worth of revenue that they were leaving on the table.   just by not having enough hygiene available. That is gold if you will take the time. So this is another step that we're gonna add in. So you've already got your CEO block. You can add this into it where we commit to reviewing our KPIs and our PNLs every single week and making adjustments to that. Now work in tandem with your office manager. Office managers, should be doing this as well. Every single week, where are we off and what do we need to do next? Every week. And we train our teams to use numbers, not feelings. And this is how we're going to lead.   So team members should be looking at the numbers. They should know their department. Are we on track? Are we off track? We have scorecards every single week. All of our departments are reporting. Where are we on? Where are we off of? Where do we need to pivot? We need lead measures and we need lag measures. We need to make sure we're looking at both of those. And you literally start looking at this. And I just told you like people who do this, I have an office and she was like, Garo, we need to increase. I want to increase it. And I was like, we are profit and production. That's all we're looking at, period. I cut out all the noise.   Profit production, what are the levers that are hitting that? How are we diagnosing? How are we block scheduling? How is our case acceptance? How are our new patients and how are we filling the schedule? Profit production, that's all we're hitting. And guess what? That doctor is the most profitable they have ever been. But it was because we had them laser focus. We focus on these numbers every single week. And this doctor was doing it, but they weren't optimizing and making decisions on where they really needed to go and focus on the most important thing. And I think even though you might look at the KPIs and data, are you focusing on the most important things that are gonna drive and move your practice forward?   So I want you profit and production are the number two that I go after. One and two, you've got to look at those two always. And then you use the other ones to boost those two up. And if you're struggling with that, hi, I'm Kiera. We work at Dental A Team. We're a consulting company committed to making you financially free, blissfully happy in your practice and getting the best life you want. So reach out, Hello@TheDentalATeam.com Okay, so let's have it number two. Habit number three is developing your people to solve problems instead of you always solving them. So.   This is something where it's like, what's leadership versus what's firefighting. And you guys, I'm not perfect at this. I do a lot of firefighting. I do a lot of problem solving for teams. And I'm like, my gosh, I'll just give you the answer. But the goal is we need to fix it. And we need to start asking the question. So I'm like, hey, here's a problem. Instead of being like, here's the answer. Then we train them that we're the person that they come to. Hey, what do you think is a solution? You can roll it out. It's a three solution company. If you've got a problem, you bring me three solutions, one of which does not cost money. We have one-on-ones that focus on development, not just updates.   I need to develop you as a leader. I need to work with you. I need to grow you. Where are we at? This is the things we need. Like, let's work through this. Is this really the best use of our time? Is this really the best KPI for us to be tracking? Is this really how we're gonna lead? You focusing and developing your leaders and coaching them, you don't wait for things to break. So like, let's look at the KPIs. All these, you can tell build upon each other. Let's look at the KPIs. Let's look at what you guys are needing. And then let's coach to that. But truly,   If you will coach your team, there's a practice that I have known for gosh, seven years. The doctors are working in there one day a week and their office manager is running the organization and they have leaders. They have people that are following up on issues. They have the team solving their own problems. They're a solution oriented organization rather than a problem like centric like, Hey, here's your problem. Go fix it. If you need a good book, ⁓ gosh, it's the monkey book. The one minute manager meets the monkey.   It's like a good little fable of don't let people put the monkey, like their monkey on your back and leave it. Another friend described it as a fridge with a magnet and like someone was like, here's this problem, here's this problem. We're like Post-it notes, right? Like they just put it all on you. Tiff and I did a video a long time ago where it's like Post-it notes all over you and you're just drowning in Post-it notes. Well, that's like draining your energy too. And if we can teach our team to solve problems and this is a habit, this is going to be, ⁓ this is going to be something that you work through.   So just letting you know, like, this is where it's at. This is how we do it. These are three habits for you. So how do we take action on this one of developing it is you're going to have monthly coaching one-on-one with each of your leaders and figuring out their gaps of where they need to grow and giving honest feedback to them. ⁓ There's some great things of, you guys know we run on EOS and we absolutely love EOS and there's quarterly conversations that you can have. it's like, how are they on core values? How are they on their position? How are they rating themselves?   ⁓ We are having the conversations and we're being direct with them and we're giving mutual reflection on things and how are we doing on our quarterly pieces and how's our team doing and what are the moving forward actions that we're doing and having these as consistent monthly and quarterly check-ins with our team, but growing them into leaders is going to be critical and pivotal for your team. So these are three, you guys, three quick habits that you can implement now.   If you need to read the book Atomic Habits, how do I stack things? How do I make this easy? Like, okay, I need to block CEO time. So CEO time sounds like C, I'm gonna C on Thursdays or C on Fridays. Like, I don't know, C, maybe at C2, I'm trying to think of like an alliteration for you. I need my CEO time, my power time. There's no P in the alphabet, in the Monday, Tuesday, So maybe it's like top time on Tuesday or Thursday. I'm gonna do my top time Tuesday or Thursday or like Focus Friday.   There you go, there's some alliterations for you, but I'm gonna block this and I'm gonna block my calendar. Then I'm also gonna commit to KPIs or numbers. So winning Wednesdays, that's when I'm always gonna look at my numbers. Or magic Mondays, I'm gonna look at my numbers. Or money Mondays, there you go. Money Mondays, I'm gonna look at my KPIs and I'm gonna make decisions and me and my OM are gonna meet on that. And then I'm going to have leaders that are solution oriented. So we roll that as a culture thing and I'm gonna set it to where once a month I meet with all of my leaders now.   Maybe we work on weekly in the future, ⁓ but I'm gonna make sure that I'm meeting with them once a month and that's where I'm putting my most important time. And I could add that as CEO time, that's fine, because you are working on leadership at that part, but you're gonna commit to one, two or three of these habits and you're gonna hold strong for at least four months and let me know how your life looks. Now, if you're like me, I have to have a gym trainer, otherwise I don't work out. I got all the workouts, I got all the things, I hear it, I see it, I see it on Instagram, I see how to make the good food.   But unless I have it booked, scheduled, and someone's holding me accountable to it, I don't do it. So if you're that person, hi, I'm Kiera. We have the Dental A Team and this is what I'm obsessed with. Second to sending you a carrier pigeon, we make sure that you stay accountable to this. Let's help you do that. Reach out Hello@TheDentalATeam.com because you deserve to be the CEO and sometimes just being redirected and getting a new habit and a new operating system is going to get you to where you want to be. So reach out Hello@TheDentalATeam.com and commit to this. I want you guys to act like the CEO of your practice.   and start with these three habits this week. Reach out, we're here to help. And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreRodrigo Fernandez has helped 400+ SaaS companies drive over $1B in self-serve revenue and he's seen one problem kill growth over and over again: no one truly owns activation.In this episode, Rodrigo breaks down:Why “activation” is almost always misdefined (and who should actually define it)How teams confuse activity with value — and what to track insteadThe fatal flaws in bottom-up metrics and AI gimmicksWhat a real product activation journey looks like (solar system analogy and all)Why most PLG stacks are noisy, bloated, and doomed from the startIf you're stuck at $10M and can't see a path to $20M, this might be why.

Most security & life-safety companies don't get stuck because they lack hustle—they get stuck because they lack measurement.In this special feed drop of Entry & Exit, Stephen Olmon and Collin Trimble (Alarm Masters, Houston) walk through their 2026 planning process: how they set revenue/RMR/EBITDA goals, translate them into departmental KPIs, and use actuals vs. budget to decide when to invest, when to cut, and how to avoid “hope-based” growth.They unpack why so many firms stall around $3M in revenue (comfort + underinvestment), why “Talent Wins” became a non-negotiable, and how to think about emerging trends like AI the right way—starting with a solid tech foundation and the right people before chasing shiny tools.You'll also hear the core scorecard metrics they track across sales, marketing, finance, operations, and M&A, plus practical homework you can apply immediately in your own business.

The 80/20 Principle of Running a Cash-Based PT Clinic In this episode of the PT Entrepreneur Podcast, Dr. Danny Matta breaks down the 80/20 principle for cash-based clinic owners and simplifies what you should track if you want to grow past yourself. Instead of obsessing over dozens of metrics, Danny argues there are three "dollar productive" KPIs that drive almost all clinic growth. He also explains why provider schedules either snowball fast or stall for a year and how to shorten that ramp from 12+ months to around six months with the right focus. In This Episode, You'll Learn: How Claire can save staff clinicians hours each week and translate that time into meaningful revenue What the 80/20 principle means inside a cash-based clinic The concept of "dollar productive activities" and why it matters The three KPIs Danny thinks drive the majority of clinic growth Why the owner should usually handle discovery calls during growth phases Benchmarks for conversion rates at different stages of scale Why recurring services are the "sneaky" variable that stabilizes schedules How to get a new provider productive faster so clinic growth compounds Claire: Turn Saved Time Into Revenue Without Burning Out Your Team Danny opens with a simple math breakdown clinic owners can understand quickly. Time is valuable, for you and for your staff clinicians. PT Biz has found that Claire, their AI scribe, saves staff clinicians about six hours per week on average. Even if you only reclaim half of that time and convert it into patient care, that is roughly three additional one-hour visits per week per clinician. Example Danny gives: 3 extra visits per week $200 average visit rate $600 more per week per clinician Roughly $30,000 per year in additional revenue per clinician The point is not to overload your team. The point is to use technology to remove the documentation burden so you can increase capacity without increasing burnout. Try Claire free for 7 days: https://meetclaire.ai The 80/20 Principle in a Cash Practice The 80/20 principle is the idea that 20% of your actions lead to 80% of your results. Danny applies this directly to clinic growth. When your clinic is small, it is easy to get busy doing "everything" and tracking a long list of numbers. The problem is most of those activities do not move the business. Instead, Danny recommends narrowing your focus to the most "dollar productive" activities. In other words, the actions and metrics that actually drive revenue and schedule utilization. The Goal: Get a Provider Productive Fast Danny frames the big objective clearly. You want to get your own schedule full enough to hire someone. Then you want any provider you hire to get productive as fast as possible. In PT Biz's world, once a provider reaches roughly 80 to 90 visits per month, it tends to snowball into 100+ pretty quickly. But getting to that point can take some clinics over a year. If you can shorten that ramp to six months, your growth compounds. In a year, you might be able to hire two people instead of one, because each provider becomes profitable faster. The Three Dollar-Productive KPIs Danny says there are three key metrics that drive the majority of growth in a cash-based clinic. Each one represents a drop-off point that can either accelerate growth or quietly crush it. 1) New Patient Volume and Discovery Call Conversion Many owners only track "how many evals we have." Danny says you need to go one step back and track conversion from lead to evaluation. There is often a major drop-off between someone becoming a lead and actually booking an evaluation. This is usually happening on discovery calls. Benchmarks Danny shares: During growth, aim for 8 to 10 new patients per provider per month Once stable, new patient volume can drop closer to 5 per month Discovery call to eval conversion should be 70%+ He also makes a strong recommendation: during growth phases, the owner should handle discovery calls. Why? In many clinics, admins convert around 45% to 50%. Owners often convert 80% to 90% because they carry authority and can handle objections better. Danny gives an example: 20 discovery calls at 50% conversion = 10 evals 20 discovery calls at 80% conversion = 16 evals That gap can be the difference between a provider staying empty and a provider getting busy quickly. He also points out that owners sometimes resist this because it feels like a step backward, but the time requirement is smaller than most people assume. If you have 20 calls at 20 minutes each, that is under 10 hours per month and it can dramatically impact growth. 2) Evaluation to Plan of Care Conversion The second KPI is how many evaluations convert into a plan of care. When people do not commit to a plan of care, Danny says many still come back a few times, often around three visits, until symptoms improve and then they disappear. That creates unpredictable revenue and inconsistent schedules. Plan-of-care conversion makes volume and revenue more predictable. Benchmarks Danny shares: Owner: 70% conversion from eval to plan of care Staff providers: 60% conversion is a strong benchmark at scale He emphasizes that this requires quality control and training. Staff clinicians need to be comfortable with diagnosis, prognosis, and presenting a clear plan. Otherwise close rates drift and schedules stall. 3) Recurring Services After Plan of Care Danny calls this the sneaky variable that people forget, but it can make the biggest difference in schedule stability. Hiring a clinician is usually a net negative for the business at first. You are paying salary, taxes, and benefits while they are still ramping up. What stabilizes and compounds a provider schedule is recurring volume. The goal is that roughly 40% of plan-of-care patients transition into some type of recurring service after discharge. Why this matters: Recurring visits fill a predictable chunk of the schedule New patient volume no longer has to carry the whole load Providers get to work with people they enjoy long term It is mentally easier than constant evaluations Danny also explains why this is often hard for staff clinicians. They may feel uncomfortable "selling" ongoing support because they never did it in insurance clinics They may not know what to do clinically once a plan of care ends So this requires two things: education on the clinical delivery of recurring services and training on how to present it confidently. Put It Together: How to Grow Faster Without Tracking Everything Danny's bigger point is that clinic owners often get lost in too many tasks and too many numbers. If you simplify down to these three KPIs and train your team around them, your odds of building provider schedules faster go up dramatically: Discovery call conversion (lead to eval) Eval to plan-of-care conversion Plan-of-care to recurring conversion When those are strong, growth compounds. You hire faster, providers get productive faster, and you get to choose what you want the clinic to become instead of being stuck trying to "just get busy." Resources Mentioned Try Claire free for 7 days: https://meetclaire.ai Talk with a PT Biz advisor: https://vip.physicaltherapybiz.com/discovery-call Join the free Part Time to Full Time 5-Day Challenge: https://physicaltherapybiz.com/challenge

Stop flying blind in your coaching business. It's 2026, and it's time to ditch the hope-and-pray approach and start using actual data to drive your growth. In this episode, I'm breaking down the 5 essential metrics every coach should be tracking right now. Plus, I'm sharing the advanced KPIs that will help you identify whether you have a leads problem or a conversion problem. In This Episode: The 5 non-negotiable metrics for coaching business success How to set up a simple weekly tracking system (no complicated software required) Why tracking creates identity shifts that lead to six-figure results Advanced metrics for coaches ready to scale The exact weekly tracking habit that's creating momentum for BDC students Ready to become a data-driven coach? Book a call with me here: https://amanda-walker.com/letschat Resources: "How To Get Clients" Limited Series: https://amanda-walker.com/limitedseries 10 Powerful Questions: https://amanda-walker.com/questions Follow Amanda on Instagram: @awalkmyway https://www.instagram.com/awalkmyway

As your nonprofit grows, your role as CEO must evolve — but what does that look like once you've built the team? In this episode, I unpack the shift from being the doer to becoming the architect of your organization's systems and success.This conversation was sparked by a powerful coaching session with a client (we'll call him Dylan) who asked the question so many leaders reach and freeze at: “If my team has it… what's left for me to do?”If you've ever felt a little lost after stepping out of the day-to-day, this one's for you. We'll walk through what it actually means to lead at the next level — and how to step into that new identity with clarity and confidence.In this episode, you'll learn:Why the CEO's role must shift as your organization scalesThe three core responsibilities of an “architect” CEOHow to coach your team without micromanagingKey Takeaways:If you're still the glue, you may have a Capacity Design Deficit — not a personal failureArchitect-level leadership means designing systems that work without youYou can (and should) lead at altitude — with clarity, visibility, and trust

In this episode of Mastering eCommerce Marketing, host Eitan Koter sits down with Jason Greenwood, founder of Greenwood Consulting and host of the eCommerce Edge podcast.Jason has spent over 25 years working across eCommerce, with a sharp focus on B2B. The conversation centers on why B2B commerce has followed a very different path than DTC, and why many manufacturers and distributors are only now taking digital seriously.They talk about how COVID accelerated change, why marketplaces are one of the fastest-growing B2B channels, and what modern B2B buyers actually expect from suppliers today. Jason also explains why traditional KPIs like AOV and conversion rate don't tell the full story in B2B, and what metrics matter more.The episode also covers change management, sales team resistance, and how technology should support people instead of replacing them. Toward the end, Jason shares his take on when DTC brands should start thinking about wholesale and distribution, and what happens when they wait too long.Website: https://www.vimmi.netEmail us: info@vimmi.netPodcast website: https://vimmi.net/mastering-ecommerce-marketing/Talk to us on Social:Eitan Koter's LinkedIn | Vimmi LinkedIn | YouTubeGuest: Jason Greenwood, Founder & Lead Consultant at Greenwood ConsultingJason Greenwood's LinkedIn | Greenwood ConsultingWatch the full Youtube video here:https://youtu.be/luahzCh6-fATakeaways:• B2B e-commerce is significantly behind B2C but is catching up rapidly.• The COVID-19 pandemic accelerated the need for digital transformation in B2B.• Sales teams often resist digital changes due to traditional practices.• Change management is crucial for successful digital adoption in B2B.• B2B relationships are long-term and require a human touch.• Digital channels are essential for B2B growth and efficiency.• AI can enhance B2B operations but should not replace human interaction.• D2C brands should consider B2B as a growth channel once stable.• Understanding KPIs in B2B is different from B2C due to higher AOVs.• Technology plays a vital role in the future of B2B e-commerce.Chapters:00:00 Introduction and Background01:00 Understanding B2B E-commerce08:58 Digital Channels in B2B13:48 Change Management in B2B Transformation17:49 Key Performance Indicators in B2B22:13 Technology Building Blocks for B2B25:21 D2C Brands and B2B Opportunities31:18 Personal Values and Closing Thoughts

What if your OKRs are actually holding you back? Radhika Dutt flips goal-setting on its head, showing why most leaders chase numbers instead of progress. She unpacks performance illusion when teams look successful but quietly stall and how a puzzle-based approach creates real ownership and innovation. We dive into her Dutt's Law ("metrics are for insight, not evaluation"), why curiosity beats control, and how to run teams that tell the truth instead of gaming the numbers. This episode isn't anti-goals – it's about building smarter ones that actually grow your people and your business. Timestamps: 00:00 — Cold Open & Intro 03:42 — Turning OKRs on Their Head (Where Goals Really Came From) 06:55 — Performance Illusion: When Numbers Lie to Leaders 07:35 — Goals vs Puzzles: A Simple Question That Changes Everything 12:49 — Dutt's Law: Metrics Are for Insight, Not Evaluation 17:28 — The Avid Story: Hitting Targets While Losing the Market 21:19 — The Infinite Game: How to Stay Curious and Keep Growing 23:19 — Fear of Losing Control: Leaders and the Puzzle Mindset 31:02 — The O-H-L-A Method: Objectives, Hypotheses, Learnings, Adaptation 31:23 — Psychological Safety: Getting the Truth from Your Team 38:13 — Why Big, Hairy Goals Are Bullshit Website: www.radicalproduct.com LinkedIn: www.linkedin.com/in/radhika-dutt

You're Not a Worker — You're the Leader Most business owners get stuck working IN their business instead of ON it… and that's exactly why growth stalls, stress piles up, and freedom disappears. In this SoTellUs Time episode, we break down the real job of a business owner—and why leadership, not labor, is the key to scaling, profitability, and peace of mind. If you've ever wondered: "What happens if I step away for two weeks?" "Why does everything still come through me?" "Why can't my business run without me?" This episode is for you. What You'll Learn in This Episode The Trap Most Owners Fall Into If you disappeared for two weeks, would your business grow… or grind to a halt? We explain the critical difference between: Working IN the business → tasks, firefighting, filling gaps Working ON the business → leadership, systems, strategy Key Truth: If you're the bottleneck, your business can't scale. The Real Role of the Business Owner Your job isn't to do more—it's to lead better. We reframe what ownership actually means: Vision Direction Accountability High-level owner responsibilities include: Setting priorities Making strategic decisions Removing obstacles for your team "Your job isn't to be the best worker—it's to build the best workplace." Leadership Over Labor The fastest-growing businesses are led, not micromanaged. You'll learn how real leadership looks: Coaching instead of fixing Asking questions instead of giving answers Strong leadership: Builds confident employees Improves retention Eliminates constant interruptions We compare two owners: One who jumps into every issue… and one who builds leaders to solve them. Monitoring Without Micromanaging You don't need to touch everything to know what's working. We cover: Monitoring vs. micromanaging KPIs & scorecards Weekly dashboards & check-ins "If you need to touch everything, nothing can grow." SOPs & Processes: The Bridge to Freedom Systems are what allow owners to step back without chaos. We explain why SOPs create: Consistency Scalability Owner freedom Examples of systems to document: Employee onboarding Customer experience Daily operations Mindset Shift: SOPs aren't about control—they're about clarity. Final Takeaway & Action Steps If you're stuck in the day-to-day, your business will stay stuck too. Do this this week: Identify one task only YOU should do Identify one task you must stop doing Start documenting one repeatable process "You didn't start a business to create a job—you started it to create freedom." Subscribe for More Real Business Growth Conversations https://www.youtube.com/@sotellus Learn more about reviews, leadership systems & growth tools: https://youtube.com/sotellus from operator to owner business leadership for entrepreneurs working on your business not in it how to scale a business business owner mindset leadership vs management SOPs for small business how to delegate as a business owner systems for business growth stop being the bottleneck entrepreneur leadership how to build a self-running business SoTellUs Time podcast

Today, I'm joined by Carter Barnhart, CEO and co-founder of Charlie Health.   Charlie Health provides virtual intensive outpatient treatment for serious mental health and substance use disorders — serving children, teens, and adults across 40 states.   In this episode, we discuss making life-saving behavioral healthcare accessible at scale.   We also cover:   Securing over 850 insurance contracts Proving the ROI of virtual intensive treatment Leveraging group-based connection for healing Subscribe to the podcast → insider.fitt.co/podcast  Subscribe to our newsletter → insider.fitt.co/subscribe  Follow us on LinkedIn → linkedin.com/company/fittinsider    Charlie Health Website: www.charliehealth.com  Charlie Health is Hiring across all roles - reach out to join the team   -   The Fitt Insider Podcast is brought to you by EGYM. Visit EGYM.com to learn more about its smart fitness ecosystem for fitness and health facilities.   Fitt Talent: https://talent.fitt.co/  Consulting: https://consulting.fitt.co/  Investments: https://capital.fitt.co/    Chapters: (00:00) Introduction (01:15) Charlie Health's mission (03:10) Proving virtual intensive treatment works (05:06) COVID as the catalyst (06:33) Building a world without suicide (07:10) The care model (08:25) Community-based referral network (09:00) Personalized matching and group-based treatment (10:15) Connection as the foundation (11:15) Long-term outcomes tracking (12:26) Insurance accessibility (13:20) Quality care at scale (14:32) Transparency (16:00) Building trust with clinicians (17:05) Core values (19:00) Bridging the gap in behavioral healthcare (20:30) Trust as the foundation of data collection (21:20) Success stories to combat stigma (22:35) Destigmatizing high-acuity mental health (24:15) Moving the needle through shared stories (26:00) AI augmenting clinician work (27:50) Charles the AI scribe (29:00) AI vs. human connection (30:15) Expansion (31:30) KPIs (32:27) Profitability and scholarships (33:10) Learn more and join the team (33:40) Conclusion  

Most practice owners know they should be tracking specific measurables in their practice that will help them understand their paths to profitability. But which metrics should you track, and which ones are more vanity metrics than they are useful and beneficial towards running a profitable and growing practice? In this conversation, Nathan Hayes and I explore the many different KPIs that we have heard practice owners track over the years and the ones we believe all practice owners should be tracking.     Resources: Books & Benchmarks Profit Works: Unravel the Complexity of Incentive Plans to Increase Employee Productivity, Cultivate an Engaged Workforce, and Maximize Your Company's Potential Book a Triage call with Adam Download the Practice Owner's Financial Toolkit 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!

In this episode, Glen Sutherland reflects on eight years of releasing a podcast episode every single week and breaks down how long-term consistency has played a major role in his success. He explains that his results didn't come from viral moments or overnight wins, but from showing up week after week—even when it was boring, unsexy, and felt like nothing was happening. Glen highlights why most people quit too early, often confusing activity with progress or expecting momentum before they've earned it, and emphasizes that consistency compounds in business, real estate, and life. However, Glen makes a critical distinction: consistency alone is not enough. Success comes from consistent, correct actions, not just staying busy. Using real estate as an example, he explains why education without execution keeps investors stuck in a “comfort zone trap” and outlines the actions that actually move the needle—deal analysis, building teams, making offers, tracking KPIs, and creating systems that outperform motivation. He closes by reminding listeners that results take time, lag is normal, and real growth comes from doing the right things long enough for them to compound, while challenging listeners to reflect on where they may be consistent but not effective.

Why Entrepreneurs Burn Out, and How to Think Differently About Stress | The Financial Operator Podcast | Episode 75    What if stress isn't the problem, but the story you're telling yourself about it is?  This is Part 2 of Jen's conversation with Suzanne Boehs of Kool Foam LLC, and it goes even deeper.  In this episode of The Financial Operator: Cash In, Chaos Out, Jen and Suzanne continue their candid, unscripted discussion about stress, entrepreneurship, partnership, and the mental side of building a business that lasts.  This isn't a tactical episode about spreadsheets or KPIs. It's about the human side of business. How entrepreneurs and their partners navigate pressure, comparison, decision-making, and long seasons of growth without burning out.  In Part 2, Suzanne shares insights from 18 years in business, including:  Why stress comes from every angle, and what you can control  How fueling your body affects decision-making and emotional regulation  The danger of comparison culture and social media highlight reels  Why fast decisions still require intention  How past failures create resistance to future growth  Reframing stress as adventure instead of dread  Why meaning matters just as much as money  If you're building a business, supporting an entrepreneur, or feeling overwhelmed by the weight of "doing it right," this episode offers perspective, grounding, and clarity. 

What actually changes when you stop running your clinic on hustle and start running it like a CEO? And what happens when you realize—only a year into ownership—that the practice you bought came with ten-year problems?In this episode, Dr. Lauryn sits down with Dr. Carrie Silveira, a chiropractor who went from CA to associate to clinic owner in record time and found herself overwhelmed, underpaid, and dangerously close to burnout. Carrie shares her unfiltered experience inside Uncharted CEO, what finally forced her to pause and look at the numbers, and how building real systems transformed not just her practice, but her leadership and sanity. They discuss profit leaks, team accountability, using AI to regain time, and why working harder is rarely the answer.Key TakeawaysBuying a practice does not guarantee profitability. Inheriting systems, staff, and overhead without clear margins can create instant burnout if not addressed early.Clarity creates momentum. Deep financial visibility and defined KPIs allow clinic owners to make confident decisions instead of reacting emotionally.Teams perform better with measurable goals. Clear expectations and simple metrics can completely change staff engagement and ownership.Time freedom starts with systems. Leveraging AI and structured processes reduces decision fatigue and allows owners to focus on leadership instead of survival.About the GuestDr. Carrie Silveira is a chiropractor on California's Central Coast who has spent over 15 years in the same practice—first as a chiropractic assistant, then as an associate, and ultimately as the owner after purchasing the clinic two years ago. A graduate of Life Chiropractic College West with honors, Dr. Silveira specializes in gentle techniques for older and more fragile bodies, helping patients who have been told they “just have to live with it.” With six additional years of education in functional medicine, she brings a deeper investigative lens to uncovering root causes of dysfunction. Outside the clinic, she enjoys making natural skincare products, dreaming of travel, and spending time with family and friends.Follow Dr. Carrie: InstagramResources:Join the FREE Rich Doc Rising mastermind, register here!Join the waitlist for The Uncharted CEO: An 8-week immersive experience for clinic owners designed to increase revenue, maximize profits, and build cash flow systems that create freedom NOW, not at 65.Follow Dr. Lauryn: Instagram | X | LinkedIn |...

EPISODE SUMMARYThis episode was recorded during the roofing boom—when being busy hid bad numbers. Today, work is slower and margins are tighter. Dave explains why job costing is now the difference between surviving and disappearing, and why “gut feel” leaves contractors broke even even when they're busy.EPISODE DESCRIPTIONThis interview was recorded a few years ago when the roofing market was on fire. Phones were ringing, jobs were everywhere, and being busy hid a lot of sins.Today it's different.Jobs are harder to get. Margins are thinner. And the contractors who don't truly understand their numbers—what jobs actually make money, what crews are profitable, what their real labor cost is—those companies won't survive this market.I hear it every week:“Dave, we're working like crazy… but there's never any money in the bank.”That's not bad luck. That's no job costing.Successful contractors job cost every job. Unsuccessful ones run on gut feel—and in this market, gut feel will put you out of business.In this conversation, Dave Sullivan sits down with construction finance expert Leslie Shiner to break down the simple job costing system profitable roofers use to protect margins and make real decisions.You'll LearnWhy “gut feel” lies—and cash proves itThe real reason busy roofers still have no moneyHow to calculate true labor cost (labor burden)Paid hours vs billable hours = labor utilizationWhy labor overruns destroy profit faster than materialsHow estimate vs actual fixes bad pricingHow to see which crews and job types make moneyTwo KPIs every roofer must trackTIMESTAMPS00:00 – Why this matters now02:20 – Gut feel vs real profit06:20 – What job costing actually means10:15 – True labor cost & labor burden17:30 – Labor utilization explained24:15 – Estimate vs actual the right way30:25 – Fixing downtime & productivity36:40 – Sales to production handoff40:35 – KPIs that matter44:15 – Improving your systemRESOURCESShiner Group: https://www.shinergroup.comFree Labor Burden Calculator (on Leslie's site)LINKSWork with Dave / Mentoring: https://theroofercoach.com/mentoring/Free resources: https://theroofercoach.com/resources/Connect 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 → theroofercoach.com/planWatch on...