Podcasts about kpis

In this episode of Masters of Moments, host Jake Wurzak sits down with Greg Kennealey, CEO of Peregrine Hospitality, for an in-depth conversation on building and operating a diversified hotel platform with a focus on performance, alignment, and long-term value creation. With a career that includes time at Strategic Hotels and KSL Capital, Greg brings both institutional experience and an owner-operator mindset to the conversation. They discuss the evolving landscape of hotel investment, from pandemic-driven shifts in demand and staffing, to the renewed importance of leisure travel, stress-testing models, and driving performance across both luxury resorts and extended-stay properties. Greg also breaks down the founding of Peregrine, their vertically integrated approach, and how alignment and talent are central to outperforming in any market cycle. They also cover: How the best hotel companies earned loyalty by prioritizing staff during COVID Lessons from KSL on underwriting, capital planning, and long-term investing The rise of experiential and independent resorts—and where they see opportunity Why owner-operator models outperform in today's capital environment The critical role of KPIs like labor margin, guest satisfaction, and revenue flow Designing phantom ownership structures to retain and reward top hotel talent Building a culture of accountability and innovation from the ground up This episode is a masterclass in hospitality execution, told through the lens of someone who has scaled both iconic resorts and margin-driven select-service portfolios—and believes the best teams win every time. Links: Peregrine Hospitality - https://www.peregrinehg.com/ Greg on LinkedIn - https://www.linkedin.com/in/greg-kennealey-946b715/ Connect & Invest with Jake: Follow Jake on X: https://x.com/JWurzak 1 on 1 coaching with Jake: https://www.jakewurzak.com/coaching Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo Topics: (00:00:00) - Intro (00:01:32) - Resilience and Challenges in the Hotel Industry (00:03:12) - Investment Strategies and Stress Testing (00:04:59) - Balancing Leisure and Corporate Travel (00:08:21) - Operational Challenges and Innovations (00:34:13) - The Role of Location in Hotel Success (00:38:51) - Conviction in Hotel Investments (00:41:07) - The Complexity of Hotel Ownership (00:41:48) - The Owner-Operator Model (00:44:49) - Sales Strategies and Exit Timing (00:47:21) - Rapid Acquisition Challenges (00:50:12) - Building an Entrepreneurial Venture (00:54:24) - Operational Oversight and KPIs (00:58:40) - Managing Labor Costs (01:01:26) - Investing in Experiential Resorts (01:09:02) - Food and Beverage Strategies (01:15:52) - Future Goals and Favorite Hotels

In this episode of Ignite, Confluent Health Chief Marketing Officer Meg Dietzel joins Cardinal CEO Alex Membrillo to discuss the importance of building a strong employee brand to attract and retain clinicians amidst a healthcare shortage, emphasizing the need for strategic recruitment marketing. The episode also dives into effective patient acquisition strategies, focusing on educating patients and leveraging content marketing to enhance patient retention. You'll learn how to balance local brand identity with broader organizational goals, optimize digital strategies for recruitment, and understand the critical KPIs that drive success in healthcare marketing. RELATED RESOURCES Connect with Meg - https://www.linkedin.com/in/meg-dietzel/  Marketing + Operations: Why Total Alignment is Vital to Growth - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/healthcare-marketing-operations-alignment/ Top Physical Therapy Marketing Trends for 2025 - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/top-physical-therapy-marketing-trends-for-2025/ Physical Therapy Marketing Guide: Proven Strategies for Growing Your Practice - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/digital-marketing-strategies-tips-ideas-physical-therapy/ Solving Healthcare Staffing Shortages: How Marketing Technology Can Help - https://www.cardinaldigitalmarketing.com/healthcare-resources/blog/solving-staffing-shortages-marketing-technology/

In this powerful episode of the Jake & Gino podcast, we're joined by Rob Finlay—serial entrepreneur, founder of 30 Capital, and author of Beyond the Building and Hey Dad. Rob dives deep into commercial real estate debt strategy, the importance of tracking OKRs and KPIs, and the long-term thinking that separates real estate professionals from amateurs.But this conversation doesn't stop at business. Rob also opens up about parenting adult children, financial literacy, and the “green gas” phone call that inspired his latest book, Hey Dad, a must-read for any parent raising self-sufficient young adults in today's world.Whether you're a multifamily investor looking to improve your financial game or a parent preparing your kids for life, this episode delivers hard-earned insights from one of the best in the business.Get the books:Hey Dad: https://heydadbook.comConnect with Rob FinlayWebsite: https://robfinlay.comInstagram & more: @robfinlay   Chapters:00:00 - Introduction  04:54 - KPIs & OKRs Explained (with Chick-fil-A References)  14:47 - Smart Leverage & Exit Strategies  18:15 - How New Investors Should Think About Equity, Recycling Deals, and Exit Strategies  21:41 - Refinancing vs. 10-Year Lockups  29:24 - The 2021–2022 Bridge Debt Trap  32:49 - Hey Dad: The Gas Pump Phone Call That Started It All  39:46 - Real Parenting Talk: Teaching Independence Through Exposure  43:05 - Kids & Money: Raising Financially Literate Adults  49:34 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

I had the absolute pleasure of sitting down with my friend and fundraising rockstar Maria Griffin on the latest episode of Nonprofit Lowdown — and trust me, you need to hear this one.Maria is the Chief Advancement Officer at DREAM (yes, the same DREAM from the episode with Rich Berlin!) and she's about to launch her own consultancy to help nonprofits raise big money with big strategy.

In this episode, Bradley Hamner sits down with Steve Suggs, a veteran in the sales industry with over 42 years of experience. Steve shares his insights on building high-performing sales teams, identifying top talent, and adapting to changes in the sales landscape.Key Topics DiscussedIdentifying and recruiting sales talent that will thrive in today's market.Practical tools for sales management and team development.Strategies from Steve's best-selling book "Can They Sell."How to adapt your sales approach in an evolving business environment.The importance of continuous training and development for sales teams.About Steve SuggsSteve brings four decades of sales expertise as a successful producer, manager, author, speaker, and consultant. After graduating with a business degree from Lipscomb University, Steve spent 15 years at Northwestern Mutual as an MDRT producer and Sales Leader before co-founding Sales Manage Solutions, where he's been a partner for the past 25 years.Steve's consulting work includes conducting up to 50 calls weekly with agents, helping them hire and develop exceptional sales and service teams. His approach combines proven experience with practical application—every strategy he shares is one he implements daily.Connect with SteveSales Manage Solutions website: https://salesmanage.com/LinkedIn: Steve Suggs: https://www.linkedin.com/in/stevesuggs/Book: "Can They Sell" https://salesmanage.com/sms-tools/can-they-sell/Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!

In this episode, Mitch and Kevin dive into the behind-the-scenes journey of transforming raw marketing chaos into real-time clarity. They talk through the uphill battle of data tracking in the med spa space—where disconnected systems, HIPAA compliance, and manual reporting made performance tracking a nightmare. You'll hear how they moved from spending days compiling KPIs to building a dynamic, automated dashboard using tools like ChatGPT, Google Sheets, and Looker Studio—slashing a $20K/month problem down to just $120. If you're ready to move beyond gut feelings and start tracking real marketing ROI, this one's for you. RESOURCES: https://www.partnerwithalpha.com/goodies LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/   FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/

In this episode, Crystal Broj, Enterprise Chief Digital Transformation Officer at the Medical University of South Carolina (MUSC), shares how the organization is transforming healthcare through AI-powered voice bots, ambient listening, and digital front door innovations. She discusses the challenges and successes of implementing a new patient check-in system and deploying an automated AI agent in their patient access center. Crystal notes that one of the biggest lessons is the value of starting small—piloting technology, demonstrating ROI and KPIs, and scaling gradually. MUSC's AI voice bot – Emily – handles after-hours calls and appointment rescheduling, generating over $3 million in collections and reducing call handling time. Ambient tools like DAX have helped physicians cut “pajama time” by 37%, speed up chart closure, and improve clinical documentation. She also highlights how digital tools in the patient access center enhance scheduling and virtual care access, creating a seamless digital front door.  Crystal stresses the need for agile implementation, effective change management, and aligning technology with real workflows to drive lasting impact. Take a listen.

We're diving into a topic that separates struggling practices from high-performing ones—your front desk metrics. Dana and Sandy break down the most important KPIs your admin team should be tracking daily, weekly, and monthly. Spoiler alert: if you're not measuring it, you can't manage it! Whether you're brand new to tracking stats or need a refresh to re-energize your team, this episode gives you simple, actionable ways to bring structure and accountability to your schedule, collections, and patient flow. You'll learn how to: ✅ Track leading and lagging indicators ✅ Set realistic goals that don't overwhelm your team ✅ Empower employees to “own” their numbers ✅ Reduce cancellations and no-shows ✅ Create a consistent system for growth—without expensive software

Marketing org charts may look innocent, but they're loaded with meaning. Split your team into “revenue” and “corporate” and you're sending a message, whether you mean to or not. Structure reveals philosophy. And in B2B, that philosophy had better be built for trust, speed, and results. In this episode, Drew Neisser is joined by Kelly Hopping (Demandbase), Lesley Davis (Waggoner Engineering), and Gary Sevounts (Simpplr) to discuss how they're shaping marketing teams that reflect clearer priorities, move in sync with the business, and operate at the pace growth demands. In this episode: Kelly built her team around one goal: earning sales love. It reshaped her team's structure, mindset, and KPIs.  Lesley explains how cultural clarity and cross-functional trust helped her team scale fast inside a complex org.  Gary shares how “Treasure Ops” became a full-funnel GTM engine, reviving stalled deals and tying ops directly to pipeline. You'll also learn:  Why your org structure should follow how your buyers engage  How AI is already shifting roles  How shared metrics and a single definition of success align marketing and sales  Tune in for a look at how marketing teams are being built to meet the moment!  For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

In this episode, Bradley kicks off a new five-part series on the milestones that mark the journey from Rainmaker to Architect of your business.The SCALE MilestonesBradley introduces the five key milestones you can check off along your journey - what he calls the SCALE milestones. Today's focus is on the first letter: S for Sustainable Revenue.Bradley shares how this framework came about when a podcast host asked him how someone knows they've become the architect of their business. That question led him to develop these tangible checkpoints.Milestone #1: Sustainable RevenueThe hard facts Bradley shares:96% of small businesses don't reach their 10th birthday.91-96% never cross $1M in annual revenue.Bradley explains that reaching $1M is more than just bragging rights - it's a crucial threshold where the game changes. He's observed businesses that took 15 years to reach their first million, then just 4 years to add their second million. According to data from Club Capital, real economies of scale kick in at this point.Coming NextNext week, Bradley will dive into the "C" in the SCALE milestones, continuing to build a roadmap for the Rainmaker to Architect journey.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!

Two weeks ago, we began a series outlining the five phases our construction company uses when developing self-storage projects in today's unpredictable environment. This is the same process we use ourselves—and you can use it too, especially if you're doing a solo project. The goal of this series is simple: to bring a development, expansion, or conversion project to the finish line in a way that actually pencils out—despite current interest rates, material costs, and labor challenges. If you haven't seen the first two parts of the series, you can catch on: Episodes 457 & Episode 458. This episode covers the last phase, and we discuss the biggest mistakes we see people make today in self-storage construction. **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** ** 5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

Most founders think CFOs are just for Fortune 500 companies. But according to Dan DeGolier — founder of Ascent CFO Solutions — that mindset could be killing your growth. Dan's team serves as the outsourced finance department for startups and scaling brands across the globe… …and in today's episode, he breaks down the biggest mistakes he sees — and how you can avoid them. We cover: The #1 red flag Dan sees before businesses start to collapse What to do when your old systems stop working (because of growth!) How to build a financial model that actually helps you make decisions Why most solopreneurs ignore KPIs until it's too late Real-world stories from companies that made it… and those that didn't Whether you're a founder, operator, or investor — this one is packed with insights to help you scale smarter... Tune in to the episode now. Take Control, Hunter Thompson Resources mentioned in the episode: Dan DeGolier LinkedIn Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Feeling like you're the only one holding everything together in your law firm? You're not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professional looking to build a truly sustainable practice. Get ready to explore why developing strong leadership isn't just for CEOs; it's the key to breaking free from feeling constantly overwhelmed.  Then, Zack sits down with Lawyerist coach Leticia DeSuze, who brings a wealth of real-world experience guiding law firms just like yours. Leticia gets straight to the heart of the matter: how the very success you've achieved can sometimes highlight underlying leadership gaps, turning you into the ultimate bottleneck. You'll hear practical insights on how to shift gears from simply practicing law to intentionally building a team that can take ownership and drive results, ultimately freeing up your time and energy for what truly matters.  Ready to take control and build a more efficient and less personally draining law firm? Tune in to discover actionable strategies for effective delegation, setting crystal-clear expectations for your team, and implementing KPIs that empower everyone to take responsibility. This episode offers a roadmap for moving beyond the daily grind and cultivating a thriving team practice where you empower them to carry the load.  Listen to our other episodes with Leticia DeSuze:  #491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple Podcast | Spotify |  Lawyerist  #520: The Truth About Lawyer Self-Care: Prioritize or Suffer  Apple Podcast |  Spotify | Lawyerist  #464: Unpacking the Power of Self-Accountability in Coaching, with Leticia DeSuze Apple Podcast |  Spotify | Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   00:00 -  Introduction: Embracing the "Positive Struggle" 04:05 - The Leadership Skills Gap: From Lawyer to Leader 07:10 -  Breaking the Bottleneck: Delegation and Mindset Shifts 10:46 -  Beyond Hiring: Developing Leaders at Every Level 21:40 -  Client Service vs. Efficiency: Finding the Right Balance 28:58 -  Redefining Leadership: Structure, Ownership, and Trust 31:07 -  Recognizing Individual Motivators, Final Thoughts

In this episode of The Full Desk Experience's Industry Spotlight, guest Kelli Schutrop, CEO and founder of Thoughtful Resound, joins host Kortney Harmon to deliver game-changing insights. Kelli draws on 15+ years in talent acquisition marketing to reveal high-impact branding and growth strategies for firm differentiation and sustainable growth.Key insights you can't miss:Why a brand-facing presence is no longer enough—and how every client-facing team member must become a “mini-brand” to truly stand out.Actionable ways to leverage thought leadership and LinkedIn content to attract new business, not just chase it.Anticipated industry shifts toward commoditization and consolidation, with tips to help your firm evolve and avoid common blind spots.Concrete methods to bridge the gap between personal and firm branding, empowering your team to shine while supporting your long-term growth.Are you too focused on KPIs that don't actually drive revenue? How do you balance elevating individual recruiters' brands without risking client loss if they move on?Press play now to hear Kelli's proven branding strategies and prepare your executive search firm to thrive—not just survive—in 2025!_______________________________________________Tools mentioned in the episode:LinkedIn – Referenced multiple times for thought leadership, brand building, networking, posting content, and sourcing.LinkedIn Learning – Mentioned as a platform where Kelli Schutrop has digital marketing and personal branding courses.Zoom – Used for video calls and recording short video content for LinkedIn.Meta – Briefly mentioned in the context of exploring different channels.Threads – Mentioned as another potential channel (under Meta).Reddit – Mentioned as an emerging platform discussed within the recruiting industry.Indeed – Mentioned as a job board.ZipRecruiter – Mentioned as a job board.Crelate – The company behind the podcast and referenced as both the podcast host and for its recruiting tech.Crelate Copilot – Introduced within the episode as Crelate's AI assistant/tool for recruiters.Google – Mentioned in a general sense when discussing algorithms.Apollo – Discussed as a platform that was banned by LinkedIn for spam/automation issues._________________Follow Kelli on LinkedIn: https://www.linkedin.com/in/kellischutrop/Want to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by George Mogannam, CRO at Celigo. George shares insights from his extensive experience in scaling high-growth businesses and leading world-class sales organizations. The discussion delves into the common challenges startups face as they grow, highlighting the importance of establishing the right hiring profiles, formal onboarding and training, key performance indicators (KPIs), and an operating rhythm to drive sustainable growth. The episode offers practical advice for CROs on building high-performing revenue teams, ensuring effective communication, and integrating sales processes across various departments to maintain a competitive edge in today's market. George emphasizes the need for continuous enablement, cultural cohesion, and the pivotal role of the CRO in fostering an accountable and disciplined sales environment.ADDITIONAL RESOURCESLearn more about George Mogannam:https://www.linkedin.com/in/georgemogannam/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:05] The Importance of Process in Scaling Startups[00:02:40] Common Challenges in Sales Organizations[00:03:43] Hiring the Right Salespeople[00:04:46] The Role of Sales Enablement[00:06:53] Defining Sales Terminology[00:09:11] Adapting Hiring Profiles for Growth[00:23:44] Onboarding and Training New Hires[00:32:03] Leveraging Tools and Metrics for Success[00:37:59] Understanding the Five Quarter Report[00:40:06] Implementing Sales Disciplines Across Departments[00:44:15] The Role of the CRO in Organizational Growth[00:48:26] The Importance of Operating Rhythms[00:52:44] Challenges in Sales Processes and Technology[00:57:02] The Impact of Remote Work on Sales Teams[01:00:00] The Criticality of Efficient Hiring ProcessesHIGHLIGHT QUOTES"When you implement these disciplines, it helps pull the rest of the company along.""You must have the right people on the bus executing in the direction we need to go.""A common language and definitions become critical as part of the enablement.""Everybody loves to be in an environment where they can be led to a place they couldn't get to on their own.""Creating a hiring profile that evolves with the company is essential; what works at one stage may not work at another.""It's critical to have the tools and metrics in place to provide direction and identify gaps in the sales process."

Feeling like you're the only one holding everything together in your law firm? You're not alone. This episode dives into a crucial aspect of firm growth that often gets overlooked: leadership. Zack kicks things off with an inspiring reminder about the power of stepping outside your comfort zone – something just as vital for you as a legal professional looking to build a truly sustainable practice. Get ready to explore why developing strong leadership isn't just for CEOs; it's the key to breaking free from feeling constantly overwhelmed.  Then, Zack sits down with Lawyerist coach Leticia DeSuze, who brings a wealth of real-world experience guiding law firms just like yours. Leticia gets straight to the heart of the matter: how the very success you've achieved can sometimes highlight underlying leadership gaps, turning you into the ultimate bottleneck. You'll hear practical insights on how to shift gears from simply practicing law to intentionally building a team that can take ownership and drive results, ultimately freeing up your time and energy for what truly matters.  Ready to take control and build a more efficient and less personally draining law firm? Tune in to discover actionable strategies for effective delegation, setting crystal-clear expectations for your team, and implementing KPIs that empower everyone to take responsibility. This episode offers a roadmap for moving beyond the daily grind and cultivating a thriving team practice where you empower them to carry the load.  Listen to our other episodes with Leticia DeSuze:  #491: Crafting Your Purpose-Driven Leadership Vision, with Leticia DeSuze Apple Podcast | Spotify |  Lawyerist  #520: The Truth About Lawyer Self-Care: Prioritize or Suffer  Apple Podcast |  Spotify | Lawyerist  #464: Unpacking the Power of Self-Accountability in Coaching, with Leticia DeSuze Apple Podcast |  Spotify | Lawyerist     Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.   Access more resources from Lawyerist at lawyerist.com.    Chapters/Timestamps:   00:00 -  Introduction: Embracing the "Positive Struggle" 04:05 - The Leadership Skills Gap: From Lawyer to Leader 07:10 -  Breaking the Bottleneck: Delegation and Mindset Shifts 10:46 -  Beyond Hiring: Developing Leaders at Every Level 21:40 -  Client Service vs. Efficiency: Finding the Right Balance 28:58 -  Redefining Leadership: Structure, Ownership, and Trust 31:07 -  Recognizing Individual Motivators, Final Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices

Companies know how to measure their KPIs and finances, but only a few pay attention to measuring their team's well-being. Culture architect Mark S. Babbitt is leading the charge to make a significant change in workplaces by teaching leaders how to build a respectful culture. In this conversation with the People Strategy Forum, he explores the undeniable benefits of respect-driven leadership in boosting teamwork, retention, and productivity. Mark also discusses how to use a company's core values in encouraging everyone to perform at their best, as well as the right way to take accountability and cultivate integrity in the workplace.Love the show? Subscribe, rate, review, and share!

Our guest in this episode is Jon Bassford, a curiosity-driven leader, consultant, and author who helps organizations unlock innovation by asking better questions. Jon's journey is a story of challenging the status quo, rediscovering the power of curiosity, and empowering others to do the same. In his conversation with Jürgen, Jon shares practical tools, candid stories, and a contagious enthusiasm for making curiosity a daily habit.Key points discussed include:* Curiosity is a superpower that drives innovation, growth, and operational excellence in both individuals and organizations.* Building a culture of psychological safety and open questioning empowers teams to experiment, learn, and contribute their best ideas.* Practical tools—like improv exercises and breaking daily routines—can help anyone reignite their curiosity and creative thinking.Listen to the podcast to find out more.Show Notes from this episode with Jon Bassford, Lateral SolutionsUnleashing Your Inner Innovator: How Curiosity Can Transform Your LeadershipIn a recent episode of the InnovaBuzz podcast, host Jürgen engaged in a thought-provoking conversation with Jon Bassford, the founder and CEO of Lateral Solutions, and the author of "The Curious Leader." Jon specializes in helping organizations innovate, change, and grow by adopting a curiosity-driven leadership. The discussion revealed how cultivating curiosity can unlock transformative potential in both personal and professional spheres.The Power of Curiosity: Jon's JourneyJon's journey is a testament to the power of innate curiosity. He realized that his life has always been driven by a desire to challenge the status quo and improve existing systems. This internal drive has shaped his career, leading him to assist organizations in achieving operational excellence and driving intended results efficiently and effectively. It's not merely about making minor adjustments; it's about fundamentally questioning the rationale behind established practices.Reclaiming Your Inner Child: Rediscovering CuriosityJürgen and Jon explored how the innate curiosity of childhood often diminishes as individuals mature. Jon noted that by the age of 35, a significant portion of our habits and thoughts are programmed. However, he emphasized that it's never too late to reignite that inner child. He suggests implementing mechanisms within our lives and teams to consistently question the validity of our actions and explore potential improvements. It involves consciously challenging ingrained habits and embracing a mindset of continuous inquiry.The Art of Asking Questions: Solving Problems with CuriosityJon shared a key insight: effective problem-solving hinges not on possessing all the answers, but on posing the right questions. He referenced an exercise from his "Curious Leader" workshop, where teams tackle challenges solely through inquiry. The transformative moment occurs when a well-formulated question sparks a breakthrough. This underscores the notion that expertise isn't a prerequisite for progress; rather, it's the willingness to explore through questioning.Building a Curious Culture: Fostering Innovation in Your OrganizationThe conversation shifted to creating environments where questions are encouraged and experimentation is embraced. Jon stressed the importance of psychological safety, which begins with leaders understanding their team members on a personal level. Instead of dictating opinions, leaders should prioritize valuing the perspectives of their team. This fosters a culture of open communication and collaborative innovation.The Three Shifts: Mindset, Operations, and CultureJon outlined three essential shifts for leaders aiming to cultivate curiosity: mindset, operational excellence, and culture. The initial step involves transitioning from a fixed mindset to a growth-oriented one, encouraging individuals to envision possibilities beyond current limitations. Next, it entails regularly questioning existing processes and seeking opportunities for improvement. Ultimately, it's about fostering an environment where every member is empowered to drive innovation and positive change.Curiosity as Kryptonite: When Curiosity Goes WrongEven the most potent strengths have their limitations. Jon recounted an instance where his eagerness to instigate change met with resistance. This serves as a reminder that curiosity, like any virtue, requires judicious management. Self-awareness is paramount. Individuals must reflect on their actions and assess their contribution to the overall dynamic. Sometimes, the most insightful question is, "How am I impeding progress?"Practical Tools for Cultivating CuriosityJon offered practical tools for nurturing curiosity in everyday life. These included improv exercises, which encourage building upon ideas without dismissing them, and the 80/20 rule, where companies like Google and 3M allow employees to dedicate a portion of their time to passion projects. Even simple actions, such as brushing teeth with the non-dominant hand, can stimulate the brain and foster creativity. The key is to disrupt routines and explore new avenues of thought.ConclusionThe discussion between Jürgen and Jon illuminated the transformative potential of curiosity. By embracing childlike wonder, posing insightful questions, and nurturing a culture of inquiry, individuals and organizations can unlock innovation and drive meaningful progress. As Jon aptly demonstrated, curiosity isn't just a trait; it's a superpower waiting to be unleashed.The Buzz - Our Innovation RoundHere are Jon's answers to the questions of our innovation round. Listen to the conversation to get the full scoop.* No. 1 thing to be more innovative – Ask good questions and challenge the status quo.* Best thing for new ideas – Constantly look at what you're doing, how you're doing it, and why you're doing it a certain way.* Favourite resource – Chat GPT.* Keep project/client on track – Regular communication and KPIs.* Differentiate – Find out what your secret sauce is, what your skills are, what you bring to the table that's just different, unique, and find ways to help improve other people through that.ActionFind ways to be curious. Find ways to look beyond your current situations and your limitations and explore whether in your personal life, your professional life, in the job you have, whatever it may be. Just begin to just take small ways to question and look at things differently to see how you can expand and grow them.Reach OutYou can reach out and thank Jon at his websites. If you're in the US, you can text the word "chapter" to 33777 for a free PDF copy of the first chapter of Jon's book.Links:* Website - Jon Bassford* Website - Think Lateral* LinkedIn* Facebook* Twitter - @Jon_Bassford* Instagram - @Jon_BassfordBooks* The Curious Leader, Jon BassfordCool Things About Jon* Curiosity as a Superpower - Jon's ability to frame curiosity as a superpower is not only unique but also inspiring.* Mission to Visit All 50 U.S. States - Jon's personal goal of visiting all 50 U.S. states (having already visited 43) is a fun and adventurous aspect of his personality.* From Law School to Operations - Jon's unconventional career path—from law school to becoming an operations expert—demonstrates his willingness to challenge expectations and follow his passions.* Passion for Leadership and Helping Others Grow - Jon's enthusiasm for leadership and mentoring young leaders is a standout quality.* Upcoming TEDx Talk and Book Launch - The combination of releasing a book (The Curious Leader) and preparing for a TEDx talk makes Jon's current journey exciting and dynamic.Ready to humanize your marketing? Listen to the full episode for more stories, practical tips, and a fresh perspective on what it means to truly serve your customers.Imagine being a part of a select community where you not only have access to our amazing podcast guests, but you also get a chance to transform your marketing and podcast into a growth engine with a human-centered, relationship-focused approach.That's exactly what you'll get when you join the Flywheel Nation Community.Tap into the collective wisdom of high-impact achievers, gain exclusive access to resources, and expand your network in our vibrant community.Experience accelerated growth, breakthrough insights, and powerful connections to elevate your business.ACT NOW – secure your spot and transform your journey today! Visit innovabiz.co/flywheel and get ready to experience the power of transformation.Video This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit innovabiz.substack.com/subscribe

Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIn this episode of Metrics & Chill, Jeremiah sits down with Bec Henrich, Head of Marketing at Traction Complete, to talk about forecasting that actually works. Instead of reverse-engineering aggressive revenue targets, Bec explains how to build forecasts grounded in real funnel data—so your team can aim high without burning out.You'll learn:How to model accurate and predictable conversion rates How to avoid “wishful thinking forecasts” The importance of clean, standardized data in your CRMHow to factor in seasonality to avoid mid-quarter surprisesTips for getting Sales and RevOps aligned on forecast assumptionsMore about:Traction Complete: https://tractioncomplete.com/ Databox: https://databox.comSubscribe to the newsletter: https://databox.com/newsletter

Maija Palmer is the Editor-in-Chief of Global Corporate Venturing (GCV), a community and media platform that helps corporations drive innovation through strategic investments and partnerships with startups., Maija is one of the top leading voices in corporate venturing and we talk about the evolution of Corporate Venture Capital (CVC), how corporations best utilize Venture Clienting and the relationship between strategic and financial KPIs.

In this episode of the MTB Performance Project, host Mickey Bruckner sits down with performance physical therapist Mike Reinhardt to explore the intersection of rehab and athletic performance. Mike shares his journey from strength training enthusiast to PT, emphasizing the importance of bridging the gap between clinical rehab and sport-specific training. He discusses collaborative strategies for PTs and strength coaches, data-driven KPIs (like limb symmetry and force plates), and the pitfalls of overtraining or undertraining athletes.  Mike also shares his passion for mentorship through his unique performance programs. Whether you're rehabbing injuries or optimizing performance, this episode is full of insights on athlete development, mindset shifts, and the future of performance therapy. Follow Mike on Instagram (@drmike_reinhardt) and subscribe to the MTB podcast for more.

Veja o vídeo completo em expresso.pt/podcasts/45-graus António Costa Silva é engenheiro, professor universitário aposentado e gestor. Nasceu em Angola, formou-se no Instituto Superior Técnico, em Lisboa, e estudou no Imperial College, em Londres. Tem uma longa carreira ligada ao setor da energia. Em 2020, foi convidado pelo Governo para preparar a Visão Estratégica para o Plano de Recuperação Económica de Portugal 2020-2030. Entre 2022 e 2024 foi Ministro da Economia e do Mar do XXIII Governo Constitucional. _______________ Índice: (0:00) Introdução (4:34) Livro Governar no Século XXI e as reformas urgentes na Administração Pública | Tutelas partilhadas | ‘Síndrome do bom aluno’ | O medo de decidir (21:07) De onde vem a aversão ao risco e a decidir na nossa AP? | Ideia de eventos internos anuais para planeamento estratégico (29:22) É possível definir no Estado objetivos (KPIs), como nas empresas? (32:34) Problema do nosso baixo capital social | Agendas Mobilizadoras (37:23) Instabilidade dos governos e ignorância dos ministros (44:10) A nossa AP tem capacidade para implementar o PRR? | Estudo do BdP | Agendas Mobilizadoras | Digitalizar a AP (50:35) Onde estão as bolsas de excelência na AP? Quais são as causas? (58:20) Excesso de foco dos governos no curto-prazo | Adm Publica em Singapura | Excesso de ímpeto legislativo dos governos (1:08:56) Como foi ser um independente no governo? (1:11:09) Como é a relação de um ministro com os directores-gerais da AP? | “A ambiguidade (na decisão) mata.” | A politização dos gabinetes ministeriais (1:20:20) De onde vem a nossa atração por líderes autoritários, mesmo à esquerda? (1:24:59) O que se passa com o Banco de Fomento?See omnystudio.com/listener for privacy information.

This isn't a brand story. It's a whispered revolution.In The Art of the Unacceptable, Roy Sharples of Unknown Origins delivers a lyrical manifesto for creative bravery—a rallying cry for the beautifully disobedient.For the misfits who won't tick boxes.The originals who refuse to be optimized.The rebels who still choose soul over scale.This isn't about KPIs, virality, or playing it safe.It's about making the things only you can.The art that howls.The work that scars.The future that doesn't arrive—it's made.And it begins here.With you.Support the showAttitude. Imagination. Execution. Create Without Frontiers.

Join Pathmonk Presents as we talk with Derek Rasmussen, Marketing Director at Outdoor Vitals, a company crafting ultralight, performance-driven gear for backpackers. Derek shares how they target ultralight enthusiasts and through-hikers, solving the need for reliable, high-quality equipment. Learn about their top acquisition channel—paid advertising through strategic giveaways on Meta and Google—paired with Klaviyo email follow-ups. Discover their organic efforts via podcasts and YouTube, plus their unique approach to product testing in the backcountry. Derek's insights on focusing on KPIs and avoiding vanity metrics offer actionable tips for e-commerce marketers aiming to drive growth. Tune in!  

Dr. Pete and Dr. Stephen reveal how visionary leaders think beyond the next quarter or even the next year—they think in threes: three generations, three decades, three years. You'll discover how to align your vision with tangible action steps that lead to lasting success. Whether you're building your practice, preparing for an exit, or simply looking to sharpen your leadership, this framework will help you organize your time, energy, and focus for maximum impact.In this episode you will:Discover how a three-generational perspective shifts your thinking for greater clarity.Learn how to create a three-decade story to guide your vision for the future.Understand the importance of a clear three-year vision to align your actions with long-term goals.Explore how breaking down goals into three-month action plans leads to better focus and measurable results.Gain strategies for aligning daily actions with your long-term vision and purpose.Episode Highlights01:25 – Discover why vision casting must go beyond the head to the heart and how caught vision—not taught vision—drives true leadership.04:42 – Learn how thinking in three-year, one-year, and 90-day windows helps leaders prioritize what's important now, next, and ultimately.06:58 – Understand why clarity is the greatest accelerant for your team and how friction shows up when clarity is missing.09:13 – Explore how lack of shared vision keeps you stuck in owner-operator mode, even if your team has scorecards and KPIs.11:39 – Hear how a three-generation perspective shapes leadership decisions across business, family, and legacy planning.17:50 – Learn why holding an eternal perspective adds deeper meaning to daily choices and long-term business vision.21:19 – Understand how thinking generationally impacts succession planning, associate hiring, and long-term patient care.24:33 – Discover how casting a three-decade story shapes your exit strategy and prevents burnout by giving long-term direction.26:36 – Learn how purpose pushes, but vision pulls—and both are necessary to maintain energy and avoid fatigue.33:57 – See how a detailed three-year vision sets the foundation for organizing your next 90 days into intentional action.36:58 – Understand how to translate a vision into a 90-day action plan, broken down into clear team priorities and execution rhythms.39:06 – Learn the power of managing your schedule with a three-week view and how it creates margin and reduces decision stress.40:21 – Discover the habit of working in three-day and even three-hour blocks to drive focus and increase productivity.41:02 – Hear how checking in every few minutes enhances presence and how present-time consciousness fuels productivity.43:35 - Dr. Pete is joined by Success Partner Dr. Dan Ruitenbeek of Shockwave Centers of America to explore how shockwave therapy is transforming chiropractic care. They discuss how this non-invasive technology helps chiropractors treat chronic pain, improve outcomes for conditions like plantar fasciitis, and grow their practices with real ROI in just 90 days—all while staying aligned with core chiropractic values and delivering greater value to patients and communities. Resources MentionedRegister Now for the TRP Conversion & Retention Immersion - June 6 & 7, 2025 in Orlando, Florida or June 27 & 28, 2025 in Sydney, AUS  - https://theremarkablepractice.com/upcoming-events/  To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about Shockwave please visit: www.shockwavecenters.com  Schedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqt  Follow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7Hgg  Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.

#ThatAmazonAdsPodcast #AmazonPPC #AmazonAds #Ecommerce #AmazonFBAAmazon has finally opened its Search Query Performance (SQP) API—and we've plugged straight into AdLabs!

One of your technicians needs a tool and doesn't know where it is. So he goes and asks another, who doesn't know either, so they go and ask a third tech, who, by the way, also doesn't know where that tool is. Now you have a group of people roaming around your auto shop, and you're losing money. All this hassle could've been avoided with one word: organization.In this episode, Reiny Salmen joins us to talk about one of the most overlooked topics in the automotive industry: organization. Reiny is the owner of Loyola Service in Glenview, Illinois, a business he transformed from a “hot mess” into an efficient, easy-to-navigate shop with spot-on inventory and systems that actually work.Tune in to episode 117 of Maximum Octane and learn how organizing your auto shop can become a cornerstone of your culture, boost your KPIs, and make your internal customers happier. You'll also hear Reiny talk about the magical before and after of investing heavily in organizing Loyola Service, the importance of holding your internal customers accountable, why an organized shop produces more (and more efficiently), and much more.In This Episode, You Will Learn:Why shop organization is crucial (3:40)An organized auto shop can transform customers' experience (6:00)Why internal customers must be held accountable (14:10)Why organized auto shops produce more and more efficiently (18:10)Reiny shares organizational strategies and tools (23:00)Are organized auto shops easier to prepare for succession? (28:20)Connect with Reiny Salmen:Loyola Service websiteGet a hold of Imperial Supplies LLCLet's connect:WebsiteLinkedInFacebookEmail: info@maximumoctane.com Hosted on Acast. See acast.com/privacy for more information.

En este episodio comparto cómo identifiqué y solucioné los principales cuellos de botella en negocios. Desde ajustar KPIs, optimizar ads y añadir setters, hasta mejorar la calificación de prospectos y personalizar recordatorios. También hablo sobre cómo aumentar la asistencia a las llamadas, descubrir necesidades reales y cerrar ventas efectivamente utilizando urgencia y consistencia en los mensajes.

You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————When a life-threatening diagnosis collided with a background in high finance, Daniel Jones found a mission: bring financial clarity to dental practices. At just 25, he's now at the forefront of dental fintech with Medfin—a platform built to track the KPIs that actually matter.In this episode, Daniel shares how most dental software misses the mark on financial reporting, leaving practice owners buried in spreadsheets. Medfin bridges the gap by connecting clinical and financial data to deliver real-time insights into chair utilisation, treatment profitability, associate performance, and more. Think: less admin, better decisions, and healthier profit margins.We also dive into Daniel's personal story, his strategic market approach, and how he's reshaping the future of dental business management with £1.5 million in VC support.If you're a practice owner ready to stop guessing and start growing, this conversation is your wake-up call.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

What's really in the products we use every single month? In this episode, I sit down with Jen Eden, founder of Tampon Tribe. We talk about what's really in your period products and why it might be hurting your hormones. She shares how to choose safer, cleaner, certified-organic products and what labels to check. We also dive deep into sustainability, consumer education, and what every woman should know about what you're putting ON and IN your body. Check out our Sponsors: Brevo - Meet the all-in-one marketing and CRM platform for your business. Get started free or save 50% for 3 months with code HAPPY at brevo.com/happy Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at shopify.com/happy The RealReal - Buy and sell luxury clothing, bags, and more on The RealReal. Get $25 off your first purchase when you go to therealreal.com/happy HIGHLIGHTS 00:00 The painful health struggle that sparked the idea for Tampon Tribe. 07:00 The three things to look for when choosing clean, certified period products. 13:30 Ways to reduce waste and live more sustainably. 21:00 What's your favorite part of the business? 24:00 What it really takes to scale to 8 figures mission-driven brand. 29:00 Why scrappy sales will always beat perfect ideas. 34:30 How do you build a lean business with in-house fulfillment and zero waste? 39:45 Communication tips for leading across age gaps and personality types. 41:45 What did your first year sales look like? 46:00 Lessons about spending wisely, agency mistakes, and setting KPIs early. 49:00 When should a company pivot or quit? 52:45 Jen's top tip for new founders. RESOURCES Shop Tampon Tribe HERE Use code HAPPY20 at checkout for 20% off! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Jen: @jen_edenFollow Tampon Tribe: @tampontribe

If you think property management is just about collecting rent and fixing toilets, you're leaving serious money on the table.In this episode, I'm sitting down with Robert Parmar to talk about how the best operators are using systems and tech to run their properties more profitably — and why poor management is the fastest way to kill your financial freedom.Robert's pulling back the curtain on the biggest mistakes property managers make (and what it's really costing you), the secret sauce that separates good from great, and the practical systems you can use to finally step out of the day-to-day — without sacrificing profits.Whether you're managing yourself or outsourcing it, if you want more cash flow, less stress, and more freedom, you can't afford to miss this one.Key TakeawaysLeveraging Technology for Better Remote ManagementWhy top property managers are heavily investing in tech tools and automation.How the right systems can reduce vacancy, boost cash flow, and create a "set-it-and-forget-it" ownership experience.Examples of technology Robert uses to deliver better tenant experiences and operational efficiencies.Biggest Mistakes Property Managers MakeThe "set it and forget it" myth: why poor communication is the fastest way to lose owners and tenants.Overlooking preventative maintenance and its long-term cost.The importance of hiring based on cultural fit—not just experience.What Makes a Great Property Manager Stand OutProactive communication and transparent reporting as a key differentiator.Why having a true investor mindset (not just a service mindset) sets the best managers apart.The power of KPIs: which numbers your property manager must track to ensure you're hitting your investment targets.Property Management Best Practices that CrushStructured onboarding processes for new properties to set expectations early.Regular financial and operational reviews (not just quarterly).Strategic tenant retention tactics that reduce turnover and boost lifetime value.Connect with Robertrparmar@smfield.comLinkedInConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.comAccess the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple Podcasts

From humble beginnings to national recognition, Coach P's journey proves that leadership is a choice—and growth is a daily decision. If you're ready to lead better, think bigger, and build a business that doesn't depend on you… this episode is your playbook.In this powerhouse episode of The Above The Business Podcast, Bradley Hamner welcomes back a fan favorite—David Peterson, better known as Coach P. As a multi-location agency owner, business coach, and co-leader of the popular Scale and Profit Summits, Coach P brings clarity and raw honesty to the challenges business owners face as they try to grow their teams, their revenue, and themselves.Bradley and Coach P dive deep into what it really takes to turn big dreams into real results—from the personal transformation required to lead at scale, to the mindset shifts necessary to sustain long-term growth. Whether you're stuck at $500k in revenue or pushing into multi-million territory, this episode will challenge and inspire you to recommit to the process and to your own development.What You'll Learn:Why dreaming big isn't enough—and how to actually start the journeyThe compounding power of consistent effort over time (a.k.a. the “penny doubling” principle)The stages of growth Coach P experienced from 1 employee to 30+Why who you become is more important than any revenue numberHow to stay focused amid success and growing opportunitiesWhy “being yourself” is the most underrated leadership strategyThe role of solitude and vision in growing above the businessHow Coach P holds his team accountable without micromanagingCoach P's 5 Key Attributes When Hiring:FunCoachableHardworkingTrustworthyNot dumb (his words—not ours!)Memorable Quotes:“I just never stopped. That's the difference. We didn't slow down—we sped up.”“You don't have to be perfect. Just don't miss two days in a row.”“You can't lead well if you don't know who you are.”“If I've got someone who's fun, coachable, hardworking, trustworthy, and not dumb—I can teach them to win.”Connect with Coach P:Follow Coach P on Instagram: @SavingWithDavid.Visit: CoachPConsulting.com to learn about the next Scale and Profit Summit.Learn more about The Rainmaker to Architect Journey:Register for Bradley's live Operator to Owner WebClass at https://blueprintos.com Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness...

Episode Summary: Everyone's talking about AI like it's some kind of CX fairy godmother—“Bibbidi-bobbidi-boo! Your NPS just went up 50 points!” Spoiler alert: it doesn't work like that. In this episode, Colin and Ryan are joined by Frederic Durand, CEO of Diabolocom, and Collin D. Ehret, Senior Enterprise Sales Director (yes, another Collin… brace yourself), for a no-fluff, practical, and slightly irreverent discussion about what it really takes to implement AI in your customer experience. Diabolocom Website: https://www.diabolocom.com/  LinkedIn: https://www.linkedin.com/company/diabolocom/ Frederic Durand LinkedIn: https://www.linkedin.com/in/fpdurand/  Collin D. Ehret  LinkedIn: https://www.linkedin.com/in/collinehret/    This is a must-listen if you're wondering: Why most AI deployments stall before takeoff How to avoid drowning in customer data Why your silos are killing your CX And how AI can actually make your human interactions better You'll hear real-world examples, hard-earned insights, and maybe even a laugh or two (two Colins on one podcast—what could go wrong?).

Membership Plans That Work: What Compliance Really Looks Like Dental membership plans aren't new—but compliance around them is becoming more critical than ever. In this episode of Dental Drill Bits, Sandy and Dana are joined by Jane Levy, Co-founder and CEO of Plan Forward, to uncover how in-house dental plans can boost treatment acceptance, increase loyalty, and help practices navigate the complex world of legal compliance. They discuss real-world misconceptions, why membership plans aren't just for fee-for-service practices, and how the right tools (and the right vendor) make all the difference. Jane also shares exciting KPIs from real clients and explains how Plan Forward's intuitive software puts your membership program on autopilot. If you've been manually managing your plan—or wondering if one is worth the trouble—this conversation will change the way you look at in-house dental membership. In This Episode You'll Learn How To: Boost Production: Find out how these plans can increase practice revenue by getting patients to say “yes” to treatment and cancel less. Keep Patients Coming Back: Learn the secret to turning patients into loyal members & an integral part of your dental community.  Kiss No-Shows Goodbye: Hear how membership cuts down on those missed appointments, making your day less stressful. Make Life Easier: Get the scoop on Plan Forward's easy-to-use software that handles payments, renewals, and is compliant with state regulations. Break Free from Insurance: Discover how to ditch PPOs and stand out when only 20–25% of practices are doing this. Grab a coffee and tune in—this episode's a must for taking your practice to the next level! Upcoming Event: Front Desk Pro – Chicago August 1, 2025 Use promo code SECRETSAUCE (capital S in Secret and Sauce) to save $100 per person Seats are limited and these events always sell out! Thank You to Our Sponsors: Plan Forward Plan Forward makes membership plans easy. Their revolutionary platform helps you grow your dental practice, improve patient loyalty, and create predictable recurring revenue. Learn more at planforward.io. Identity Dental Marketing Your marketing firm should tell you who's landing on your website and what they're doing there. Identity Dental Marketing does that—and more. From website strategy to SEO and patient attraction systems, they help you grow smart and stay visible. Explore at identitydental.com. Mango Voice Mango Voice is a cloud-based phone system built for dental offices. It's packed with smart features that help your front desk perform at its best—from call recording and routing to texting and integrations. See it in action at mangovoice.com. Subscribe & Share: Love what you're hearing? Don't forget to subscribe, leave us a review, and share this episode with a dental friend who's ready to level up their patient loyalty and revenue with a smarter membership plan.

Ever wonder how to truly get business and IT on the same page, moving beyond strategy documents to real project success? In this latest episode, Anuya Sheorey of Nikola Automotive joins Mustansir Saifuddin to dive into how to lead teams across diverse landscapes, focusing on how to bridge that critical gap between high-level goals and daily execution. Anuya shares firsthand experiences and the framework used to align everyone from the C-suite to the front lines. It's more about the people than the technology. Anuya Sheorey is the Head of Program Strategy & Enterprise Solutions at Nikola where she leads high performing teams to enable rapid scale-up through ongoing delivery of critical capabilities across manufacturing, operations, finance, sales and service. As a strategic technology leader, she is passionate about connecting business strategy with technology execution and has a proven track record in orchestrating enterprise-wide digital transformations in diverse industries such as insurance, transportation, electronics and utilities to drive growth and operational excellence. Connect with Us: LinkedIn: Anuya Sheorey Mustansir Saifuddin Innovative Solution Partners Twitter:  @Mmsaifuddin YouTube or learn more about our sponsor Innovative Solution Partners to schedule a free consultation.    Episode Transcript: [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business, brought to you by Innovative Solution Partners. I'm honored to have Anuya Sheorey of Nikola Automotive, join me to discuss how she leads teams across diverse landscapes, focusing on how to bridge that critical gap between high level goals and daily execution. Listen in as Anuya shares a framework she uses to align everyone from the C-Suite to the front lines. [00:00:31] Welcome to Tech Business. How are you? [00:00:34] Anuya Sheorey: I am doing great, Mustansir. Very good to see you. [00:00:37] Mustansir Saifuddin: Thank you. I'm so excited to have you on our show . We'll be focusing on or talking about leading teams and working across business and IT landscapes, and I know that's your sweet spot. That's your area of expertise and how this all relates to a project success. [00:00:56] I would like to discuss your real life examples. It would be good to, to get some insights into that. [00:01:02] Anuya Sheorey: Absolutely glad to be here and talk with you about my experiences. Will be wonderful. Thanks. [00:01:08] Mustansir Saifuddin: Alright, I think one of the things that I always like to, to start with is your experiences. Based on your experience. You've seen a lot it can be very challenging to get business and IT folks on the same page. Right. Especially your C-level strategy team how you align them with the folks who are actually doing the work. [00:01:32] What are some of the ways you have been able to break through those silos and bring those projects to fruition? [00:01:39] Anuya Sheorey: Yeah, so as a company, and when we were smaller, Nikola was smaller. We were very agile and nimble, right? It was very easy for us to just have a strategy in place and make sure that those strategies are executed. As we started down the path of scaling rapidly it was important for us to make sure that we maintain that nimbleness, but at the same time, we wanted to make sure that we were able to bridge that gap between strategy and execution that you just spoke about. [00:02:08] Right? How do we make sure that there is end-to-end ownership and improved line of sight? For the enterprise goals, right? The project was successful, but how do we make sure that it's, moving the needle in terms of what the organization is trying to achieve? You know, do we have buyin from cross-functional teams? [00:02:26] Are they prioritizing the work? All of them working in the same direction and drawing in the same direction, if you will. And so the other thing to that to add is also are we focusing on the outcomes as opposed to individual tasks? Oftentimes, teams get so focused on individual tasks and individual KPIs. [00:02:48] So just to give you a soccer analogy, for example, are we measuring how many times the ball was passed or are we measuring how many goals were made? You know, so all of that has to come together very nicely as well. And so to help with solving some of these challenges, we decided to shift our operating model [00:03:09] from a project to a product centric framework. Now, this is used often in software product companies, right? But how do we use that kind of a framework in a company like Nikola was the challenge that we kind of were working through. And so we created these self-organizing cross-functional teams. That were perpetual, constantly working on business outcomes and continuous improvements. [00:03:34] And so the way we define these product teams were in terms of value streams. Now, some of your listeners may be familiar with this value stream, kind of a framework which is used in manufacturing and Lean Sigma kind of a model. And the way we define value streams for the purpose of our product stream was a sequence of activities [00:03:56] that were, that are needed to be taken to respond to a customer [00:04:00] need or to deliver value to the customer. And so in our case, we defined three distinct journeys. We defined a truck journey, a customer journey, and an energy journey because Nikola is a truck manufacturing company and also we dispense hydrogen. [00:04:17] We are an energy company as well. If you look at the truck journey, what are some of the operational processes needed to support manufacturing a truck? So right from designing a truck to when it rolls off the factory floor, that's the truck journey. Similarly we identified right from the initial contact to the customer to when we service the customer, [00:04:39] that's the customer journey. And similarly for hydrogen dispensing capabilities, we identified the energy journey. So we created 11 to 12, I am gonna say different product value stream kind of teams that spanned across the enterprise. And we had an owner from the business. It was staffed with SMEs who were actually cross-functional. [00:05:01] So it was not bound by organizational structure or divisions within the company, but it was defined by the value stream really, and of course IT as well. Then this team was responsible for maintaining a backlog of items, and improvements that they worked on, whether it was training needed, whether it's a enhancement from an IT perspective needed or just ways of working that needed to be improved to continue to work on the improvements in value stream. [00:05:30] So that was kind of the framework that we used. To bridge that gap between strategy and execution and the role that the governance. So we had a governance committee that worked along with these different value stream enterprise wide. They were responsible for communicating the strategy. Where do we want to see the organization go? [00:05:51] And these product value streams then decided. How do these, their value streams contribute towards that enterprise goal? So that's kind of the bridge between the enterprise goals and the goals of the value streams. And so the product owner then was really the voice of the customer or the subject matter expert that decided what needed to be done to achieve those metrics. [00:06:13] And then the IT team took that on and decided how to deliver. [00:06:19] Mustansir Saifuddin: I think you mentioned a couple of very good points. You know, focus on teams. And, and you know, based on some of the experiences I've had I know cross-functional teams is a great way to get things done because now we are knowledge based from all the different parts of the organization. But how do you keep that balance between who makes the call and how this call is executed across the business and IT teams? [00:06:48] Because, you may have, sometimes the business may take a lot more focus, or, their focus can be a, a bit different than a technology perspective. Or IT may have a different view on that. Did you run into any of those challenges during your journey? [00:07:05] Anuya Sheorey: So I think the beauty of this whole framework was that there is no longer business and IT here, right? It's a value stream team. So it's a team that is working on challenges to make the value stream more effective. So they would map out the as is business process for that value stream and say, okay, what are some ways to improve things here? [00:07:26] Then that really drove the backlog for the team and I think the product owners were responsible, the one person responsible for prioritizing, this is the thing that we will focus on. But then what drove the constraints for how they would prioritize was the goals that came from the enterprise. [00:07:45] Right? Why should we be doing this came from the governance committee, and so that helped align the different teams as well, because oftentimes we also had initiatives that span beyond a value stream, not just one value stream. So how do you make [00:08:00] sure that you are aligning all the different value streams to work and draw in the same direction? [00:08:05] That was the goals framework that helped with that. [00:08:09] Mustansir Saifuddin: Yeah, absolutely. And I was about to go to that point that, you know, your value streams can crisscross, and when you have, those overlaps is where the friction comes into play, and how do you manage all those, all those challenges. Right? So, great, great answer. Kind of leads me into my next ask over here. [00:08:25] More than often you find yourself as part of their decision making process. Data and analytics is front and center of this, because that's what allows you to make those decisions based on the information you have available. What are some of the top factors that stick out for you when you look at having an SAP S/4 system and, you know, wanting to do analytics and reporting solution for your organization? [00:08:51] What is your take on it? [00:08:53] Anuya Sheorey: Yeah. At Nikola, initially our priority was just enabling the core functionality that would help with the rapid, rapid scale up and transformation of the business. So we quickly realized that if we had to grow as an organization, we needed a more robust data and analytic strategy in place as well. [00:09:10] And so while SAP was our backbone for operational data finance, manufacturing, inventory, we did have peripheral systems and sources of data as well. And I think that's what got us talking to Mustansir when we initially met, is how do we go about doing this? You were a great partner and we talked about, how have you seen this play through you know, several options we were considering at that time? [00:09:33] How do we make sure that we are able to democratize access to the data and at the same time ensure that we are not constantly having to touch it every time we change something in SAP because that's not the easiest thing to do. And so that's kind of was our thinking for deciding which solution to go forward with and what should be our strategy long term from that point on. [00:09:57] Mustansir Saifuddin: Yeah, I think that's a great view of that situation. 'cause , I remember when we had that discussion and I find myself a lot of times in those conversations where you have your backbone system, SAP or any other ERP systems for that matter, but you also got to have other peripheral systems from CRM to any other manufacturing system, et cetera in your landscape. [00:10:22] And the goal or the challenge usually for businesses, I'm looking at the overall organizational data and I, I want to do some analytics on top of that, not my financial system or my supply chain system alone. It's a mix of information that I'm looking at, so it feels like you are able to look at a collective data set and then make those decisions. [00:10:46] Anuya Sheorey: absolutely. [00:10:48] Mustansir Saifuddin: That makes sense and that's good because, based on your experience, I know you've worked in a variety of industries and technologies, How have you been successful leveraging third party resources to support your teams? What is the formula that you use? [00:11:04] Anuya Sheorey: Yeah, unfortunately it's not a formula, but it's more a partnership. I've worked in diverse industries. Insurance, transportation, electronics, utilities. One of the key differentiating factors for extended partner relationships that have worked for me in the past have been the ones where companies have stepped up to co-create the innovative solutions with us. [00:11:25] They are able to bring in best practices to the table, guide discussions, make themselves trusted advisors in the process. These are the companies that have embodied, true partnerships for us, and we've built long-term relationships with some of these companies. [00:11:42] Mustansir Saifuddin: I think that's super interesting. You use the word partnership more often it gets overlooked when you are working with customers, a lot of times the conversation comes up as, the SI is doing the implementation or the or an outside third party is being brought in to help us with this [00:12:00] technology transformation. [00:12:01] But the concept of partnership kind of sets aside that whole idea of a third party. Working as a team trying to create something. And you saw that partnership successful based on your past experiences? [00:12:15] Anuya Sheorey: Yes, and I have seen that is the only kind of relationships that have been successful because oftentimes if you think about companies as SIs that there is a lot of things that get lost in the translation. There is handoff and a lot of communication challenges that come to it. [00:12:33] Whereas if they are involved from the beginning, they are true partners in the success of the initiative that makes it a successful partnership and a program, and it's a win-win for both really. [00:12:44] Mustansir Saifuddin: Absolutely. I think the the end of the day is it's not about the technology, it's about the actual business benefit of it. And the way you, you described , the relationship I think is what really comes out , as a finished product at the end of the day. Right. From the business perspective. [00:13:03] So, so I know we've been talking about technology and business and all that. We all know we are living in the, this AI world. Everything is moving super fast. The world is changing by day by hour. How do you stay on top of everything that's going on? [00:13:22] Anuya Sheorey: I love doing it, that's why. So I am an avid learner. I am a continuous learner and a reader as well, so I tend to take up assignments that I know nothing about with the objective of learning, because that drives me. Personally I'm always on the lookout for classes reading, whether it's books or podcasts or blog posts newsletters of some leaders, thought leaders that I follow. [00:13:46] And so that's kind of what I do for my teams. I have followed a similar thing that I've been asking them questions. What did you learn today? Do that even at home where we have that conversation. Dinner table, what did you learn today? Whether it's from your day-to-day work or whether you read something interesting. [00:14:02] And I think that's kind of what helps me stay up to date as well. [00:14:08] Mustansir Saifuddin: Do you think that that that learning is allowing you to get to your next level faster than you anticipated? Or have you seen that, that drive in learning helping you move forward? [00:14:21] Anuya Sheorey: I would link, I would like to think so. But I think it also helps me do a better job at whatever role that I'm operating in or whatever task that I'm undertaking as well, because I have heard perspectives of other people who've gone through similar things, learn from their lessons. I have a wider pool of mentors to draw from, from that perspective as well. [00:14:43] Mustansir Saifuddin: It always helps to have a mentor, right? So that's, that's one thing that you can always appreciate when you're going through your journey. I know we talked about a lot of different things today. As we coming to the end of our session, I, I'd like to have one key takeaway that you want to leave our listeners with today. [00:15:00] Anuya Sheorey: Yeah, so as we think about how to bridge the gap between strategy and execution, which has kind of been the theme of this podcast here. The way I look at it is any transformation effort at the end of the day, is all about people. You need inputs from them , they are closest to the work being performed. [00:15:17] You need collaboration and buy-in cross-functionally across the organization for people who are going to execute on some of those strategies. And you need them motivated and ready to embrace the change that goes along with any transformation effort. As we saw in the example of the product framework of what that did, was it empowered people to take on some of the work to take on some of those challenges, and it had a two-pronged benefit as well. [00:15:43] They were the ones identifying the changes that were needed. And also since they were involved in the decision making process, it's kind of the IKEA effect, right? People, if they're involved in making a product, they have pride in it and that is easier buy-in from those people as well. And [00:16:00] so any transformation is less about technology. [00:16:02] It's more about people. [00:16:06] Mustansir Saifuddin: I think I, I don't often hear this thing and this idea about it. and, and everybody's excited about the transformation and the technology, and of course it's exciting but we tend to leave the people part out [00:16:21] Anuya Sheorey: Mm-hmm. [00:16:21] Mustansir Saifuddin: or, or minimize that. But I think what I'm hearing from you is you keep the people upfront and center, then everything around it kind of blends in or kind of smoothly moves forward. [00:16:35] Anuya Sheorey: Absolutely. [00:16:37] Mustansir Saifuddin: Well thank you so much for joining me today. I would love to continue the conversation, but we gotta come to our end. So thank you so much. [00:16:44] Anuya Sheorey: Thank you, Mustansir. Glad to be here. [00:16:46] Mustansir Saifuddin: Thank you for listening to Tech Driven Business brought to you by Innovative Solution Partners. Breaking silos and bridging strategy and execution can be challenging for any organization. A new US key takeaway. Any transformation is less about technology and is more about people. We would love to hear from you. [00:17:10] Continue the conversation by connecting with me on LinkedIn or X. Learn more about Innovative Solution Partners and schedule a free consultation by visiting isolutionpartners.com. Never miss a podcast by subscribing to our YouTube channel. Information is in the show notes.

TL;DR: Today we're releasing a new episode of our Thought Leaders podcast that unpacks the practical side of growing a values-led agency. Dion Besser explains how he stabilised a team that tripled overnight, balanced culture with accountability, and kept clients loyal through volatile markets. Listen on YouTube, Apple Podcasts or Spotify—and sign up to get it in your inbox each week. Dion Besser has spent more than two decades living what keeps a real estate business steady when markets, regulations, and staffing levels change simultaneously. After gaining experience in London, he returned to Melbourne to found Besser & Co., where a 2022 acquisition saw his staff list jump from eight to 24 in a single day. Instead of patching problems on the fly, he doubled down on a simple playbook: start with clear values, document the right way to work, and let those guardrails drive performance. Today, that 20-strong crew runs on transparency, honest feedback, and a habit of celebrating small wins. In this conversation, Dion explains how he hires, trains, and motivates people so that the next growth spurt feels orderly, not chaotic. “Most of the skills in real estate can be taught. What I look for is trust, loyalty, openness, accountability, drive.” Values come first—hire for character, train for skill Dion screens candidates with personality tests to see how they handle feedback before they even start. If they push back, they won't suit an environment built on constructive candour. With values aligned, new hires step straight into detailed playbooks—everything from rent reviews to auction campaigns—so expectations never feel fuzzy. Culture is a journey—celebrate wins before cracks widen “It really is a journey for our clients and it's a journey for our staff.” When an acquisition stretched the team, morale dipped until Dion formed a “Culture Collective” that meets monthly to spotlight quick victories—five-star reviews, seamless VCAT cases, record rent per square metre—and flag tension early. Regular recognition reset the mood and curbed turnover. Intrinsic meets extrinsic—design rewards beyond the paycheck “Find out what motivates them, and help them achieve that.” Commission still matters, but Dion ties KPIs to personal goals like clearing tasks daily or making 80 calls a week. When agents hit targets they set themselves, the reward lands deeper than trophies—and retention climbs because progress feels personal. Patience and persistence—guide clients through choppy markets “If you can't take your clients on a longer journey, you'll find yourself losing business.” With Melbourne prices wobbling and tenancy laws changing, Besser coaches his team to prep vendors and landlords for longer campaigns. Clear timelines, frequent check-ins and upfront reality checks convert possible frustration into trust—even when the news isn't great. Own your agency choice—interview the interviewer “Ask a potential employer: What path to success do you have for me?” For newcomers eyeing 2025, Dion flips the script: treat job interviews like due diligence. If an office can't outline a documented growth track—training, database strategy, social-media playbook—move on. The right environment, he says, is half the battle. Listen or watch → YouTube | Apple Podcasts | Spotify What's one cultural tweak you've made that instantly lifted team performance? Jump into the comments or tag us on LinkedIn.

Manufacturing operations create massive amounts of data. To use that data to improve financial KPIs it takes a single verifiable version of truth that every person can access and understand.

Mousa Hamad, an expert in procurement and vendor management, shares insights from his extensive career in IT operations and business transformation. He emphasizes the importance of being customer-oriented and empathetic, drawing from his experiences on the front lines of IT. Hamad recounts a significant project where he tackled SaaS cost management by consolidating contracts and implementing a platform called Zylo, which streamlined the process and improved contract hygiene. This initiative not only saved costs but also enhanced his role within the organization, showcasing the value of effective vendor management.Hamad discusses the alignment of procurement with organizational goals such as speed, innovation, and security. He highlights the necessity of building intentional processes that involve key stakeholders like InfoSec and legal teams early in the procurement process. By doing so, organizations can avoid unnecessary delays and ensure that purchases align with budgetary constraints. He stresses that having the right tools and processes in place is crucial for managing vendor relationships effectively and achieving operational efficiency.The conversation also delves into measuring the success of procurement processes. Hamad explains how tracking the time taken for approvals and vendor engagements can lead to significant improvements in efficiency. By establishing key performance indicators (KPIs) and engaging vendors well in advance of contract renewals, organizations can negotiate better terms and reduce costs. This proactive approach not only enhances speed but also ensures that companies are getting the best value from their vendor relationships.Finally, Hamad reflects on the challenges of managing rapid team growth and maintaining operational consistency across diverse teams and cultures. He advocates for a people-first approach, emphasizing the importance of communication and empathy in IT leadership. By fostering a culture that values understanding and support, organizations can navigate the complexities of growth while ensuring that both employees and customers feel valued. Ahmad's insights provide a roadmap for IT leaders looking to balance operational demands with a commitment to people-centric practices. All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

In this short segment of the Revenue Builders Podcast, we revisit the discussion with John Rowell, co-founder of Pinned Golf and a former enterprise sales leader, to explore the timeless value of preparation in both sales and entrepreneurship. Rowell breaks down how his enterprise sales discipline shaped his startup success, sharing tactical wisdom on transforming cold calls into warm connections, creating repeatable processes, and winning buyer trust from the very first interaction. Whether you're a rep, a sales leader, or a founder, this is a playbook for showing up like a pro.KEY TAKEAWAYS[00:00:44] Preparation Builds Confidence: Rowell shares how structured pre-call prep creates clarity and control in high-stakes sales interactions.[00:01:06] Hypothesize Before You Call: Great reps make educated assumptions about the buyer's needs before they ever get on the phone.[00:02:21] Preparation Is the Message: How you prep shows who you are and how you'll show up for the customer.[00:02:57] Cold Calls Shouldn't Be Cold: Transform outreach by researching industries, personas, and proof points before dialing.[00:04:09] Sales Is a High-Performance Sport: Like elite athletes, the best reps obsessively prepare to perform at their peak.[00:05:31] Preparation Builds Trust Early: First impressions matter—showing up prepared signals reliability.[00:06:24] Presence Over Performance: When you're prepped, you can truly listen and be present instead of trying to sound “interesting.[00:07:29] Process Equals Speed: Rowell unpacks how process-driven sales teams outpace the competition by removing guesswork and bottlenecks[00:08:34] Apply Process to Entrepreneurship: From startup KPIs to sales funnels, the mindset of structure translates directly to building a business.QUOTES[00:00:44] “Process equals speed. If you can build what you're gonna do every day into a defined process, you're gonna move faster.”[00:01:46] “I saw 50-year-old President's Club winners still taking time to read 10-Ks before calls. That prep never stops being valuable.”[00:02:57] “They shouldn't be cold calls. They should be warm calls because you should figure out ways to make them warm.[00:04:09] “If you're an enterprise rep, that's your NFL. You should be prepping like Patrick Mahomes watches film.[00:05:55] “Preparation allows you to be present, not scrambling to sound interesting.[00:06:45] “When you're prepared, you're not performing. You're just being yourself—and that's when trust is built.[00:08:34] “Dialing in a process and measuring success—whether in sales or startups—gives you repeatable wins.”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/pinned-golf-making-the-shift-from-sales-to-entrepreneurshipEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/

On Day 59, Gresham Harkless explores how chasing perfection can stop people from getting started.   Gresham explains that high-quality work doesn't come instantly—it's built over time through consistent practice and action.   He challenges the habit of merely checking off tasks, urging a focus on impactful activities that align with core KPIs and business goals.   Gresham highlights the importance of leadership in creating clarity, aligning team efforts, and harnessing individual talents to drive collective success.   He also reflects on the unique power of franchising, where success is easier to define and model thanks to proven systems.   Looking ahead, Gresham shares plans for 2025 that include doubling down on Blue Star Franchise, CB Nation, and CEO Hacks, and aims to create more impact through clearer strategy and stronger execution. Blue Star Franchise: http://bluestarfranchise.com Browse the Franchise Inventory: https://bluestarfranchise.com/franchise Is franchising right for you? Check this out to see: http://bluestarfranchise.com/assessment Franchise CEO (A CBNation Site - coming soon) - http://franchiseceo.co Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

In this Power Producers Shoptalk episode, David Carothers continues his series with the team from Insurance Futures, diving into the importance of job descriptions for building a strong culture in remote teams. As remote work becomes more common, having clear job descriptions helps set expectations, boost accountability, and ensure employees understand their roles. David is joined by Jeremy Huerta, Michael Overstreet, and Caleb Walker from Heritage, an agency that has mastered the art of job descriptions. Together, they explore how detailed, concise job descriptions tied to core values and KPIs can lead to a more successful and productive remote team. Key Highlights: Why Job Descriptions Matter David starts by acknowledging that job descriptions are often overlooked, but in remote work environments, they're essential for clarity. Without clear expectations, employees can feel lost or uncertain about their role. Clarity and Simplicity in Job Descriptions The team stresses the importance of keeping job descriptions simple and straightforward. They emphasize that clear, concise language helps everyone understand exactly what's expected, without unnecessary complexity. Aligning Job Descriptions with Core Values Jeremy explains that job descriptions should align with the agency's core values. It's not just about duties—it's about ensuring employees know how their role contributes to the larger mission and culture of the agency. Linking Job Descriptions to KPIsCaleb discusses how job descriptions should reflect specific KPIs. By defining measurable tasks and goals, job descriptions create clear expectations and accountability for employees' performance. Job Descriptions as a Tool for Fit The team shares how transparent job descriptions help both the agency, and the employee assess if they're a good fit. By outlining the role clearly from the start, both parties can avoid surprises and ensure alignment with the agency's needs. To download the job description template and worksheet: Click Here Connect with: Visit Websites:  

In this episode of Above the Business, Bradley dives into what he believes is the single most important thing you can do for your business: get above it and think about it. He explores the idea that stepping back and creating space to reflect isn't just a good idea—it's essential to long-term success.Bradley revisits the three core problems most small business owners face:Lack of clarity.Lack of systems and processes.Chronic stress, fatigue, and overwhelm.He then unpacks solutions to each:A roadmap for clarity.An operating system for scale.A commitment to self-leadership for energy and confidence.This episode builds on previous discussions about protecting your confidence and energizing your team. Bradley now zeroes in on your responsibility to think deeply about your business—away from the noise and distraction of the daily grind. Drawing from lessons in The Road Less Stupid by Keith Cunningham and Buy Back Your Time by Dan Martell, he challenges you to embrace “thinking time” as the ultimate CEO leverage tool.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don't forget to visit club.capital and mention you heard about us on the Above The Business podcast!

Does your team feel disconnected from the agency's success? Are incentive programs what's going to keep your team engaged and invested in your agency's long-term success? In this episode of The Agency Blueprint, I discuss how to create effective team incentive structures that foster collaboration, boost morale, and drive high performance. I explain how to structure incentives to balance personal achievement with teamwork, rewarding high performers without undermining collaboration. Don't miss this episode to learn more about practical examples of incentive programs that go beyond financial rewards! Key Questions: [01:27] Have you considered whether your team truly shares in the rewards of your agency's growth, or are they simply working to keep their jobs? [05:37] Are your current incentive structures encouraging teamwork, or are they creating competition that undermines collaboration? [10:54] Are you giving your team a clear understanding of how their daily work directly impacts your company's bigger goals? [13:54] Is your incentive structure promoting healthy collaboration, or is it unintentionally creating competition that harms your culture? What You Will Discover: [01:27] Why closing the motivation gap is key to building a team that drives meaningful business growth alongside you. [03:02] The multi-tiered incentive structure that keeps high performers motivated while promoting teamwork and collaboration. [04:09] How department-level incentives encourage teamwork, accountability, and peer collaboration to meet shared goals. [04:41] How company-wide incentives foster unity across departments and clarify everyone's role in achieving the bigger picture. [05:37] The downsides of individual incentives and how to balance them with collaborative structures that promote teamwork. [06:34] Examples of incentive programs, from bonuses and profit-sharing to peer recognition awards and growth opportunities. [08:19] How to structure incentives by aligning company objectives with departmental and individual KPIs for clarity. [10:54] How clarity and setting expectations can break down silos and prevent underperformance within your agency. [12:56] The impact of poorly structured incentives and how simplicity and consistency keep teams focused on goals. [13:54] The risks of unhealthy competition and how to build incentive structures that foster collaboration rather than rivalry. [15:20] Avoid setting unrealistic goals that can demotivate your team and instead create attainable and motivating targets. [16:29] The importance of aligning incentives with growth goals, motivating A-players and the entire team.

Unlock valuable insights for your legal practice and personal finances in this engaging episode. First, Zack explores the cutting edge of AI with Tanguy Chau from Paxton.ai, revealing how their innovative AI assistant is specifically built to streamline the often-daunting task of drafting legal documents. Discover the power of their multi-step modular process, designed to provide you with more coherent and relevant output, ultimately saving you time and enhancing your efficiency.  Then, get ready to transform your financial outlook as Stephanie Everett speaks with Darren Wurz about financial planning and wealth building tailored specifically for lawyers. We delve into essential mindset shifts, helping you define your financial goals and overcome the common hesitations around financial planning. Learn practical strategies to effectively manage your cash flow, build safety nets, and consciously avoid the trap of lifestyle creep that can hinder your long-term wealth accumulation.   We also explore smart investment diversification beyond traditional retirement accounts and uncover valuable tax planning strategies to ensure you're making the most of your earnings. Learn the importance of building a reliable team of financial experts, providing you with peace of mind and allowing you to focus on what you do best – practicing law and growing your firm. Tune in to gain practical knowledge that can impact your practice and your financial well-being.  Listen to our other episode about your firm's finances:  KPIs for Lawyers: Measuring Your Law Firm's Financial Health with Bernadette Harris  Apple Podcast | Spotify |  Lawyerist  Overcoming Personal Financial Struggles as a Lawyer, with Rho Thomas Apple Podcast |  Spotify | Lawyerist  Healthy Profits: Understanding the Story Your Numbers Tell, with Bernadette Harris Apple Podcast |  Spotify | Lawyerist    Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X!  If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you.  Access more resources from Lawyerist at lawyerist.com.  Links from the episode:   Paxton.ai Chapters/Timestamps:    00:00 - Introduction   00:20 - AI Prompt Tips with Zack Glaser and Stephanie Everett   06:22 - Sponsor Guest: Tanguy Chau from Paxton.ai on AI for Legal Document Drafting   18:12 - Financial Planning and Wealth Building for Lawyers   19:35 - Money Mindset and Defining "Enough"   21:42 - Overcoming Financial Hesitancy and Fear   24:38 - Importance of Cash Flow Management   30:34 - Diversification of Investments Beyond Traditional Retirement Accounts   33:08 - Tax Strategies and Planning for Business Owners   40:00 - Building a Team of Financial Experts  

Unlock fresh perspectives on modern executive search operations in this can't-miss episode of The Full Desk Experience. Designed for executive search leaders, owners, and director-level decision makers, this conversation with Vaughn Emery, VP of Revenue Growth at Duffy Group, dives deep into the strategies powering next-level growth in today's recruiting landscape.Key insights include:The Duffy Group's unique, research-driven executive search model that builds deep, mission-aligned partnerships with clients.Transforming sales and process frameworks to balance consistency with flexibility, while keeping teams accountable—without micromanaging.The essential role of technology and AI in modern search, and why the human touch remains irreplaceable for quality outcomes.Tracking overlooked KPIs, like cost-to-hire and post-placement success, for smarter, client-focused results.Executive-level approaches to succession planning and long-term client value creation.Are you future-proofing your processes, or has your tried-and-true approach hit its ceiling? How much will AI truly change the game for executive search, and where is the human element irreplaceable?Press play now to hear first-hand strategies and practical wisdom you can use to elevate your search firm's success._________________Tools mentioned in this episode:Crelate – Mentioned as both the company the host is from (Kortney Harmon, Director of Industry Relations at Crelate) and the platform behind the podcast.Crelate Copilot – Crelate's AI assistant (“Copilot brings you recruiter intelligence…”)._________________Follow Vaughn on LinkedIn: https://www.linkedin.com/in/vaughnemery1/Want to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

Adam Contos is a former SWAT leader turned CEO, leadership advisor, and author of “Start With a Win: Tools and Lessons to Create Personal and Business Success.”  In this episode, Adam begins by defining a "win" in leadership not as just hitting KPIs or completing projects, but as creating momentum through small, daily victories.  Adam stresses the importance of fostering a culture of accountability within teams, but without micromanaging. He explains that accountability is about creating an environment where people can succeed, rather than policing behavior.  When discussing setbacks, Adam reminds us that challenges are inevitable, but it's how leaders respond that defines them. Instead of reacting emotionally, strong leaders respond thoughtfully, seeing setbacks as opportunities for growth rather than roadblocks. Adam also discusses how to sustain momentum, and highlights how constant, small improvements drive long-term results.  Adam's insights provide a fresh approach to leadership, showing that small, consistent actions over time can build lasting success. If you're ready to implement these principles in your leadership journey, this episode is a must-listen.     Key Takeaways [05:22] Jan asks Adam to define a "win" in leadership. Adam clarifies that a win isn't just about KPIs or project completions. Instead, he believes it's about creating momentum. He calls them "micro wins," like waking up before the alarm. Small wins add up, laying the foundation for bigger successes down the road. [06:34] Jan asks what shifts momentum for a team. Adam points to emotional intelligence, learning from failures, and adjusting strategies. Leaders help create a culture of confidence and resilience, guiding their teams to focus on strengths and not dwell on setbacks. [07:59] Adam shares that successful leaders don't leave their days to chance. They start by setting clear priorities, communicating expectations, and modeling discipline. Jan asks if leaders should set boundaries or let teams determine their own priorities. Adam says it's a mix. Leaders need to define expectations and values, but also give teams the flexibility to make their own decisions. [11:39] Adam explains that accountability isn't about policing; it's about creating an environment where people can succeed. Jan references a past guest who discussed the difference between what people want to do versus what they should do. He asks Adam how leaders can handle high-potential individuals who resist extra responsibility. Adam suggests challenging teams to grow while respecting their individual aspirations. Success isn't a one-size-fits-all, and leaders must find the right balance between encouragement and autonomy. [15:16] Adam responds to the question about handling setbacks by saying that volatility and challenges are inevitable in all areas of life. What defines a person is how they respond. He reminds himself that each setback is just a chapter, not the whole story. Strong leaders see adversity as a stepping stone, not a stopping point. He stresses the importance of responding thoughtfully, not emotionally, to setbacks and learning from them for the future. [18:07] Adam explains that leaders are made, not born. Instead of testing people under stress, leaders should train them to handle pressure by gradually increasing their exposure to challenging situations. This builds the skills and confidence needed to handle future stress. [22:22] Jan asks how leaders balance confidence and humility. Adam says confidence without humility can lead to arrogance and failure. He explains that the balance shifts depending on the audience and context. For instance, sales teams may need more confidence, while executive teams might appreciate more humility. [24:18] Adam talks about executive presence, which is about gravitas, communication, and appearance. He shares how Jamie Dimon commands a room without saying a word, demonstrating the power of presence. Adam advises leaders to always show up prepared, look like they care, and deliver messages that resonate with their audience. [27:01] Adam explains that success creates momentum but warns that it can also lead to complacency if leaders think it will sustain itself. He stresses the need for continuous improvement to prevent stagnation. Adam points to Team Sky's cycling success under Sir David Brailsford, where the focus was on constant, small improvements. Successful teams are driven by a mission, not just results. [34:58] Adam concludes by encouraging people to focus on creating wins every day. He emphasizes the importance of prioritizing actions that lead to positive results, rather than getting stuck on unproductive tasks. He advises adopting a proactive mindset and viewing daily tasks as opportunities, not obligations. [36:47]  And remember...“ Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win. ” - Sun Tzu   Quotable Quotes "A win isn't a KPI. A win isn't completing a project. A win more than anything is just creating momentum." "Successful leaders don't leave their day to chance." "If you walk in and sit down at the table in a meeting and you're pounding your fist and cussing things like that, guess what? The employees are going to do that. They're going to pound their fist and cuss at things when you're not in the room." "Great leadership starts before the first meeting. It's built in the moments of preparation and personal discipline." "I think you should allow people to spread their wings and fly as high and far and fast as they possibly can." "Accountability isn't about policing." "We need to create an environment where people can be as successful as they want to be." “volatility and setbacks have happened since the beginning of time. But ultimately you have to understand they don't define you. Your response to them is what defines you. “ "Great leaders really train themselves to see adversity as kind of a stepping stone and really not a stopping point in their career and their life.” “I think you can start putting pressures on people to see how they start to respond. And frankly, you can educate people. Leaders are made, they're not born." "Anyone can be taught, but it's hard to teach someone who doesn't want to learn." “if you have confidence without humility, it becomes arrogance, and that's when you get your butt kicked." "Know your audience, show up like a leader. I don't care where you're at, show up like a leader, look like you care and like you tried, and then deliver a message that resonates with your audience." “Success breeds complacency if you let it." "The best teams just don't work for results. They work for a mission. And if that mission is continuously developing and improving, they're probably going to continue to win because they're continuing to revitalize that momentum." "But the reality is the big guy started as a little guy at some point also, they just perpetually were able to ignore the losses that they were facing." "Set a culture, be a good person and live that culture. And if people like it, great. If they don't, great." "Focus on being better at a leader, as a leader, and focus on taking one more step towards your accomplishments."   This is the book mentioned in this book   Resources Mentioned The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Adam Contos Website | Adam Contos | Adam Contos X (Twitter) | Adam Contos Facebook | Adam Contos LinkedIn | Adam Contos Instagram |  

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Meet Brian Gottlieb, a renowned business leader, speaker, and author who built a home improvement empire from a plastic folding table and $3,000. In this episode, Brian shares his journey of growing a company to over 1,000 employees and achieving a successful exit, all while staying true to his mission of doing well and doing good. Learn how he built high-performing teams, scaled across multiple states, stayed connected to customers through every stage of growth, and created a purpose-driven culture that empowered people to thrive. Brian also offers practical insights on hiring, leadership, managing KPIs, expanding into new markets, and preparing a business for transition or sale.     In this episode, you will learn: How to build and scale high-performing teams When and how to hire the right people How to create a purpose-driven culture that fuels growth The importance of KPIs and financial transparency Smart strategies for expansion, customer, connection, and exit planning   Learn more about Brian Gottlieb here: https://briangottlieb.com/     Own a construction company and want to share your story? Apply to be on an upcoming episode of Builder Stories at https://www.builderstories.com

What did you think of todays show??What is actually happening in the market? Depending on who you talk to, you'll get a different answer but there's still plenty of opportunity out there.In this episode, we share the strategies working for us right now, what fundamentals we're doubling down on, and why we're not too worried about interest rates. We also talk about the mistake people make when they're sitting on cash and what the collapse of real estate gurus says about where the industry is heading. Learn where you should be focusing in your business!Topics discussed:Introduction (00:00)How high will interest rates rise? (01:59)Boomer vs. millennial spending and opportunity (06:59)The downfall of real estate gurus and communities (16:33)Changes in our market and current business KPIs (24:52)Strategies that work in down markets (25:46)When to shut down your business (27:55)The benefits of holding onto cash (32:05)Investor vs. real estate operator (37:21)Learn more about the Collecting Keys SCALE Community! https://collectingkeys.com/scale/Check out the FREE Collecting Keys “Invest Anywhere” Guide to learn how to find deals in ANY MARKET Completely virtually (this is how we scaled to over a dozen markets)!https://instantinvestor.collectingkeys.com/invest-anywhereFollow us on Instagram!https://www.instagram.com/collectingkeyspodcast/https://www.instagram.com/mike_invests/https://www.instagram.com/investormandan/https://www.instagram.com/dylan_does_dealsThis episode was produced by Podcast Boutique https://www.podcastboutique.com

Daniel Mahncke and Shawn O'Malley break down Mercedes-Benz (ticker: MBG), one of the world's most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology. In this episode, you'll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company's strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock's high dividend yield and low valuation make it a hidden gem — plus plenty more along the way. Prefer to watch? Click ⁠here⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 11:40 - Mercedes' origin story and how it built the first automobile 18:21 - How Mercedes dominated motorsports 24:53 - How Mercedes makes money and what business segments they have 31:22 - Why Mercedes' EQ lineup has failed 32:40 - What Mercedes has changed for the new EVs 37:06 - How the industry and competitive landscape have changed 43:31 - What role China plays and how Mercedes is performing in China 58:38 - Whether Mercedes is attractively valued at its current beaten-down levels 59:35 - How Mercedes performed recently and what KPIs matter most 1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠. Mercedes' latest Annual Report. CEO Ola Källenius 2022 interview on the Decoder Podcast. Value Investor's Club Pitch on Mercedes. Check out our previous Intrinsic Value breakdowns: ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet⁠, ⁠Ulta⁠, ⁠John Deere⁠, and ⁠Madison Square Garden Sports⁠. Check out the books mentioned in the podcast ⁠here⁠. Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠. Browse through all our episodes (complete with transcripts) ⁠here⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠TIP Finance⁠. Enjoy exclusive perks from our ⁠favorite Apps and Services⁠. Learn how to better start, manage, and grow your business with the ⁠best business podcasts⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠CFI Education⁠ ⁠Airbnb⁠ Connect with Shawn: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ Connect with Daniel: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠rating and review⁠ on ⁠Spotify⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm