Podcasts about kpis

The Dental A-Team Podcast has been around for seven years, if you can believe it! Kiera reflects on her original goal with the pod, how that goal (and dentistry in general) has changed since. It's been an evolution of leadership, systems, culture, and growth, and the ball is still rolling. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:02) Hello, Dental A Team listeners. This is Kiera and happy birthday to the Dental A Team podcast. guys, gosh, if this was a child that I would have had, Dental A Team podcast today is seven years old. We started this back in 2019. So is that right? 2020 would be one, 21, 22, 23, 25, 26, seven. Guys, seven years. We've been hanging out together. Like gosh, I would have a seven year old child. Like that's insane. And I just think like, thank you.   is what I is my biggest piece of ⁓ if I was blowing out the candles today, which I usually actually do. ⁓ That thank you for going on seven years of a journey. Thank you for listening to me when I used to car cast and I didn't have video and I was so new. I remember like one of my first ones was like nailing jello to a wall. And like, gosh, I just think back to don't break up with me and so many of the podcasts over the years and the guests that we've had and the   people that I've met because of this podcast, like I get emotional, I get grateful of, gosh, like we just think that these things happen. We think that, it was just right time, right place, but I believe that there's something far greater than that to where all of us were working, we were being prepared, we were being put into place where it didn't just slip into place and happen. It was something that was magical, it was euphoric, and it was meant to be able to reach each other, to be able to talk to each other, to be able to serve you.   to be able to have you implement and put things into your place in your practices, to be able to be right time, right place, but due to lots of preparation to be here. So if you're new to the podcast, welcome, I'm Kiera Dent. I had this crazy idea to create a podcast that helps dentists and teams come together. Being a team member myself and being a business owner, guys, like this is the perfect platform to bring that together. And I think I have such a special vantage point to be able to share with you doctor and team members perspectives. And so today I just wanted to think about like,   growth doesn't happen overnight. And what the podcast was versus what the podcast has become, it's crazy to see how far we've come and how much we've evolved. You guys, have like 1100 plus episodes, never in my wildest dreams that I think I would hit record that many times and talk to you for this many years and hang out with you and travel across the globe with you. But it's one of those things of today is going to be reflecting back and a forward looking episode. And this I think very much applies to practices, team member evolution and how it goes. And I think   days often feel long and years seem short. And when we can do this, we're gonna look at like, gosh, what the journey has been in seven years and how fast it goes and how slow it goes and hurdles and challenges. But you guys, this is about how we reflect on the growth we've had on our practices and how it's gonna be able to serve you guys moving forward. So as we go through this truly, I hope that today, I don't know, just wrap your arms around yourself, give you a giant hug and pretend that's me giving you a hug.   a hug for listening, a hug for sharing, hug for ⁓ leaving reviews, a hug for ⁓ giving ideas, a hug for sharing in Facebook groups where we glean information, a hug for ⁓ being a pen pal to me, a hug for ⁓ allowing me a space to share my life to the podcast. It's been something where I will wake up in the middle and I'm like, my gosh, I got a great idea. I'm gonna go like podcasts this of sharing tips and tricks and things that I feel you guys would really benefit and serve. So just giving you like,   Just give a squeeze because I adore you. love you and I'm so grateful for this. So as we reflect back, ⁓ I think oftentimes we see growth as much easier if we look back, right? Like little kids, you don't see them growing day on day and day. But when you measure on a wall, you're able to see the growth. And it's like, wow, we have this. And so when I started the podcast, my goal was like, let's give teams, let's give tactical. And we stayed that stayed true. ⁓   But over time it's expanded and I recognize the needs of practices. mean, hashtag COVID, things changed, it became radical. We went through the great migration together. We've gone through team members and the evolution of hiring and firing and culture and going from like dentists and to where it's like, wow, we aren't just here at Basic. We're now looking at CEOs and we're running these multimillion dollar businesses. We've got startup practices. I've got practices doing 30, 40, 50 million in their locations like.   It's an evolution of leadership and systems and culture and growth. like, all of this is like, we can't say stuck. I mean, now we've got AI introductions. It's like, gosh, like the crazy cool stuff. And so it's something to see like how both industry and conversations have matured over time. And I think also for you and your practice, think today, one of when you started that might be this year. Kudos. There's some of you I know that just bought your practices and I'm so freaking proud of you. Hashtag my Midwestern students. I'm so proud of both of you ⁓ and you both know who you are.   You might be on day one of your practice ownership. You also might be on day like, I don't know, a thousand. Gosh, like, is it crazy to think that day a thousand's only about three years in? You might be on day 20,000. Shoot, how many years is 20,000? I'm gonna do some math, because 20,000 divided by 365 days, you'd be at 54 years. Some of you actually might be there. Some of you are maybe like 10 years in, so you're on day like 3650. I don't know, that was so hard for me, okay?   3650, 10,000, what'd we say on that? If you're at 10,000 days, you're at 27 years in the practice. A thousand, like just think about that. Sorry, I know my math earlier was a little off. A thousand days, that'd be about like just over three years. That's what I meant by the 10,000. 10,000, shoot, you're in 27 years plus. But when we look at this, we think about how everything's evolved. And I want you guys to really look at like.   How have things evolved in dentistry, even since the time you became a dentist? And if you're a dentist in school, like look back, it's an evolution. And so I think it's like, the goal is always like growth, but I think it's expansion and impact more than it's growth. Like we can just grow, but we can be unhappy. But expansion is not just about size, it's about reach and influence. And it's one thing like we could have thousands of followers, which honestly, you guys, I'm blown away when I look to see where our podcast reaches and the countries and the international impact and the...   the state side impact and the number of offices. You guys like that is such a blessing to me. That was the goal. The goal was how can I have a voice, a positive impact of tactical of being your friend in the industry that's always going to go out and always about the best companies and bet the best practices and be on the cutting edge of things. That's what it is. And it's about reaching influence and impact. Like in every one of my vision boards, impact is in the middle. I want to impact your life in the most positive way. And so when you're looking at it for you,   It's not just about growth, it's about expansion and impact and influence. And so it's, what does it look like in a practice? Like as we grow, you're going to have stronger teams, you're going to have cleaner systems, you're going to have healthier leadership. Think back to day one of practice ownership, to day 10 of practice ownership, like it's very different. Dental A team as a company this year hits 10 years old. Can you believe that? I was three years in when I started this podcast. Kiera Dent has evolved. We have a stronger team. We have clearer systems. We have healthier leadership, but I'm still evolving. Is there an out as like...   me and a couple of people, Tip was like almost like employee number one. And those are two girls who wanted to make an impact in this world. And while that has stayed the same, there has been maturity because we've had to, we needed to have cleaner systems. We have to navigate the change. We have to have different challenges, different opportunities. And it's something where it's like, we want to create, I think you go from like rapid fire excitement to keeping that into this more mature of what's the legacy, what's the impact, what's the expansion that we're going to go to. And so   ⁓ I think it's a space for you and your practice of what do I want my growth, aka my expansion, which is going to be about influence and expansion. That's my growth. What do I want that to look like? What do I want my teams to look like? What do I my leadership to look like? What do I want our reach and our impact in our community to look like? What do I my legacy to start to feel like? And I remember I was like on a plane and I was filling in what my 10 year vision of my business looked like. And I remember being like,   gonna be? I said it in 2019. you know, that's three years away and I was like, I'm gonna be 43. I was 33 at the time. I was like, my gosh, I'm gonna be so old. Now I'm getting close to that and I'm like, wow, that wasn't too bad. But it was so hard for me to imagine 10 years from now. But I think that exercise forced me to really get crystal clear of what do I want my life, my expansion, my growth, my impact to be? And then what kind of a team do I need around me?   What kind of ⁓ clients are we going to attract? You guys, I don't want all clients. I want the nice ones. I want the ones who are obsessed with their teams. I want those who are obsessed with giving back and growing and being the best. want people who are obsessed with giving to a community and taking from a community. I want people that want to their standards, rise to the next level. I want those people in our community. And if that's you, you better join us. Denali team.   is the place for you. And it's not just about growing and elevating your practice. Well, yes, we're all about ROI. It's about ROI on your life. It's about making you have a better life, a happier life, a more fulfilled life. So join us. That's what we're about. And if your practice feels that way, and that's the expansion and growth you want to have, it's a let's reflect back on who we were, and then let's focus on where we want to go and who we want to become. And so really truly having that of, I just want you to think of A, what's a podcast that you've implemented since listening for seven years? And B,   What's an area or an idea that if you look back, truly has shaped and changed the way you've done dentistry or run your practice? I know for me, hiring a coach is truly one of the most impactful times of my life. Liz, I will sing her praises forever. I met her in 2019, basically right when I started the podcast. Liz has been so influential for me and she's guided me. She's matured me. She's made me into a stronger leader. I've cried with her. I've argued with her. We've had to have timeouts together.   She's the person who like just a couple days ago. I called crying and I was like Liz I don't know what I'm doing again I sometimes feel like a child and she's just that like nurturing loving woman to me that has given me guidance has given me direction and I will tell you that that is something that I heard people like you need a coach you need a guide and I was like yeah, yeah, know what I'm doing I'm so good at this she has like I think steered me away from so many wrong decisions I could have made and helped me make better decisions. She helped me be profitable. She helped me learn number she   And she did it with no judgment. And I think giving that gift back to so many offices is so radical. But when you look at it, what is something that you are really proud of that was a decision you made that radically improved your practice? That's something that I want you to focus on. And then when I look ahead to where I need to go for us, like our next 10 years, I realize like, I need to hire a COO. Do you know how scary of a decision that was? I was like, yeah, I recognize I need someone who's been there, done that in corporate like companies like we.   We coach dental practices, but running a consulting company is so much different than a dental practice. And that was a decision. And that's what our 10 years needs to have. I needed somebody much stronger than me that could pair with me. And we're hiring that we've had somebody amazing in place for that. And we're bringing on our next full-time person for that. And I just think that's my next 10 years. That's what I need to hire. That's what it is. It's not an overnight change, but it is an evolution. It's an evolution of how we do our systems and our processes.   That's going to be an evolution. Our patient experience, our client experience, those are evolution. So looking at it of what was one that you implemented and then what's one that you're going to implement for your next 10 year stint. And then that goes into our next piece of how we look ahead with intention. And I think when we go into that expansion and that growth, it's going to require clarity and not urgency. And to me, I think that this has been the most maturity of like going from the podcast where it was like, Hey, I'm Kiera. And I just want to talk to you about like all these cool things too.   Hey, what does the podcast really need? And hey, what are the industry trends and what are things you're not thinking about that me on the podcast is a voice and a wisdom to guide you through? I need to be delivering for you. That's looking ahead with clarity and not urgency. That's morphing and evolving. And so looking to see how your practice can move forward and expand and grow with clarity and not urgency. Sometimes you need urgency, but what I found is as you go through the process, you actually stop making as many urgent decisions   and you move into more sustainable, ⁓ we're getting ready to do a say to the company. And what's great is I can share this with you because guess what? ⁓ My team will have heard of before this releases, so I can share it with you. ⁓ But Britt did a really awesome thing. And I loved her play on words of how we kind of are doing this. Like we're going ⁓ when we change our, like what we've been focused on. And we were on a rapid growth era.   And now we're moving into a consistent results era. And like the difference of that urgency zone, like just what it kind of feels like is like the focus and the urgency is focusing on fires and tasks. Our decisions are driven by urgency and gut instinct. Our leadership roles is that the owner is involved in everything. Our accountability is top down and reactive. Our growth and results, results fluctuate with effort and energy. Okay, so that's kind of that urgency. And we move into more of this consistent and having a bit more clarity on there, right? So it's gonna be   We have it on clarity. And what that looks like is our focus is outcomes over activity. So results over tasks. Like, what are we trying to achieve? What are the KPIs? What do we need to do? Yes, we've got these tasks, but like, I can make 50 phone calls, but not fill a schedule. No, the outcome is I fill the schedule, not just make the phone calls. Our decisions are driven by data priorities and long-term impact. So what's going to impact us the most? There was a doctor who talked about this the other day and he said like, how, like what takes up 80 % of my front office is time.   And how can I alleviate so they have like 80 % of their times on patient care? And I was like, that's freaking brilliant. Like asking questions by that leadership roles, ⁓ leaderships now lead, manage and hold accountable. They remove obstacles for their team and they elevate performance before it was like owners involved in everything. Now it's having a leadership team that's doing it. Accountability is shared systems driven and focused on outcomes. Growth and results are predictable, repeatable and driven by proven systems rather than like effort and energy. So like, if we get tired on that, our results dip down.   but we've got predictable, repeatable, and driven with proven systems. That's going to be that next level of how do you look ahead with intention? You move away from this urgent to this more clear zone ⁓ and really get that clarity that your team needs. Even just saying that and driving a practice into that, you feel calm, you feel connected, you feel centered, you don't feel this like constant panic, but getting from point A to point Z does take intentionality.   does take clarity, does take time. We didn't start the podcast on day one and get it to where it is today. That was an evolution, just like looking back at this. And this is something of like, we are focused on freedom, not from new stress. We're on intentional growth, not more growth. We start to prioritize our time, our needs, and you start to realize less is more. That's how it is. And I think when practices do this, they start out crazy. They should, that's how it is. And then we morph and we move into like, perfect, we're gonna have leadership teams and we're gonna have   ⁓ direction and we're gonna have numbers and data and we're gonna make decisions based on that. And then we're going to move into what does this look like for all of us of how are we getting there? And we roll out visions and we have a vision for the whole team and a mission that we're all rallied behind and every person's contributing to that. And we start to have more ⁓ awareness to the teams and departments and we have more outcomes and less burnout with less effort. And I think about the podcast, I used to podcast.   like a freaking beast guys. I'd be doing it on my drives. I'd be doing it in the middle of the night. I'd be doing it on planes. I'd be doing it like when I'd wake up at the hotel. That was very chaotic for me. And now we have like set days and we have a marketing team and we talk about ideas and we talk about you guys and we come up with plans for you. It's so much different than what it was. And I'm able to be my best self for you on the podcast rather than my frantic like, oh, I got to these podcasts done. It's something that I can look forward to. And I think the question for you to say of like, again, remember we went through this. had   Number one, reflect on the journey so far. Then we said celebrate expansions and impact. And then we look ahead with intention. And I think that the question for you is as you're evolving, even if you're on day one of practice ownership, or you're on day 27, or like 27 years, or 54 years, or 60 years, ask yourself, what does the next version of my expansion and impact look like for me in my practice?   And I think for us with the podcast, we just did this and I'm really excited. You guys are going to start to notice there's going to be a little bit of different vibe, a little bit of a different scene. What's been, it was not like so many of the things, the tactical, the practical, the giving you all of it, but there will be an evolution of things that you need. And I think when we look at our practices, what's the evolution that your practice needs to get to that next amazing version that's less is more, more outcomes over activity.   more clarity over urgency that you'll be able to really take to your team. You guys, this is how, like when we reflect back and I think about the podcast and I think about practices, this is how we're able to get clarity and how we're able to get impact and how we're able to get intentional growth that actually lasts and it's not like short spurts. You guys, I've done the short spurts. It's like, won't grow. we gotta retract. We won't grow again. We gotta retract. We didn't have it built. It's more intentional growth done with plans, with reflection, with learning from the past.   and going into the future. guys growth for me is a journey. And I think that celebrating milestones and sharing and doing birthdays and all of that is really fun. And I hope you celebrate the birthdays of your business. Britt asked me the other day, she Kiera, when are we at 10 years? And I was like, oh my gosh, like November 16th, 2026, 10 years, a decade of business ownership and the lessons I've learned, the opportunities, the lives, seven years on the podcast. You guys, that's so many incredible people.   that have been a part of this journey of growing me, of evolving us, of being a part of my life. And I just want to say thank you and celebrate these milestones, celebrate you. I think so often I can be like, cool, high five. And now onto the next one versus like, we freaking hit seven years guys together. That's a seven year relationship. A lot of people don't even make it that far. And yet we're in this together. So even if you want to share my like birthday gift wish would be.   Send me an email. Hello@TheDentalATeam.com of what's been a podcast that's inspired you or changed your life or a ⁓ tool or something that just really made you think because then I'm able to even get more contextual contact from all of you. This podcast built for you. It's built by an obsessed person for dentistry for you to make sure that you're living your best life, that things are the absolute best that they can possibly be for you. And I am so grateful for you guys. This podcast truly exists to support your growth, your leadership, your practice, your team today.   and in the future. And I cannot wait. Leave us a review, send me a note. A review would mean the world to me. A note. ⁓ I'm such a geek. I really do love like little letters and notes. I love to read reviews. I think those are ⁓ very public personal notes and they just mean the world to me. So thank you for being a part of this. Happy birthday to the podcast. I'm here for you guys today and in the future. And as always, I adore you. And if we can help you in any way, reach out. Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on The Dental A Team Podcast.

If your leaders don't know how they're measured, you can't expect consistent performance or real ownership. Show Notes Page: https://www.thehowofbusiness.com/598-do-your-leaders-know-the-score/  Frustrated with inconsistent performance from your managers or senior team members? The issue may not be motivation, it may be measurement. In this episode, Henry Lopez breaks down why leadership performance problems often stem from a lack of role clarity, measurable outcomes, and transparent KPIs. Without clearly defined metrics, even highly motivated leaders drift. Expectations become subjective. Feedback becomes emotional. And performance becomes inconsistent. Henry explains the difference between expectations and KPIs and why outcomes, not activity, must be measured. He walks through: How to define company-level KPIs first How employee KPIs must roll up to business goals Why 2 to 5 KPIs per leader is the right number The importance of transparency in formulas and data sources Why ownership requires control How KPIs improve engagement, fairness, and accountability As Henry says, "If employees don't know how you measure their performance, you can't expect them to win." If you want stronger leadership, clearer accountability, and more consistent results in your small business, this episode provides a practical framework you can implement immediately.. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Keith sits down with Fred Hodge Jr., owner of Clearview Washing in New Jersey—an exterior cleaning company that's been growing since 2004 and now runs up to 26 employees in peak season. Fred breaks down what actually helped him scale: lead gen, hiring, culture, and the systems that keep the business running even when he's on vacation (without the "putting out fires from the beach" vibe). They get into niche high-profit services (yes, chandelier cleaning), the KPIs that drive pricing decisions, how to raise prices without nuking your calendar, and why Fred keeps a buffalo picture behind his desk—to remind himself to run toward problems, not away from them.   "What got you there isn't the same avenue what's gonna get you to your next place." – Fred Hodge Jr.   What You'll Learn in This Episode: How Fred scaled from "Chuck in a truck" to a multi-crew operation The systems that help him step off the truck—and stay off Why bundling services dramatically raised their average ticket How to use simple KPIs (no algebra required) to make smarter pricing moves What "penny smart, dollar foolish" looks like in real business decisions How to build a team culture that retains great people   Key Takeaways: The Business: 22 Years, 26 Employees, Multiple Services. Clearview Washing offers window washing, power washing, soft washing, gutter and roof cleaning, holiday lights, shrink wrapping outdoor furniture—and even chandelier cleaning. Peak season team size hits around 26 employees, with a business mix that's roughly 70% commercial (including HOAs/condos) and 30% high-end residential. The "Chandelier Cleaning" Advantage. Fred explains why chandelier cleaning became a standout niche: most competitors avoid it due to complexity and liability. Clearview leaned in, developed the skill set and tools, and now gets inbound calls from across New Jersey—sometimes landing $8K–$10K chandelier-cleaning projects in high-end homes. Scaling Happened When Systems Got Serious. Fred credits a major turning point to implementing real operational systems (with big help from his wife, who drives processes). That included choosing a CRM (Jobber) and building workflows that reduce chaos and prevent everything from escalating to "owner-level emergencies." He even jokes their QuickBooks coach says they're "not an exterior cleaning company—they're a technology company that offers exterior cleaning."   Connect with Fred Instagram: https://www.instagram.com/fredhodgejr/  Facebook: https://www.facebook.com/freddie.hodge  Website: https://clearviewwashing.com/  Connect with Keith Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas   Resources and Websites:  Start Getting Leads Now https://www.footbridgemedia.com/keith The Untrapped Alliance: https://www.keithkalfas.com/alliance Resources You Need To Build A Successful Business https://www.keithkalfas.com/resources

If your business only works when you're working, it's time to redesign how it runs. In this episode of Sharkpreneur, Seth Greene interviews Lady Jen Du Plessis, DC, The Scaling Architect, who shares how she went from knowing nothing about mortgages to becoming a top-producing leader who helped fund more than a billion dollars in loans. A celebrated Amazon best-selling author, podcaster, and TV host, she's helped more than 8,000 entrepreneurs transition from practitioner mode to scalable companies that don't require daily intervention. She breaks down the mindset shift, systems, and leadership habits that drive real harmony and long-term growth. Key Takeaways:→ Teams can't execute consistently without documented, repeatable processes.→ People struggle when they aren't empowered with clear workflows and expectations. → Scaling a business requires clarity about vision, values, and voice. → AI is useful, but it can't replace the human touch. → Know when to hire using lead indicators and KPIs, not out of desperation. Affectionately known as The Scaling Architect, Lady Jen Du Plessis is the Leading Expert in helping powerhouse business owners create a company that runs smoothly without them - achieving massive revenue growth while gaining more freedom and fulfillment in life with grace and ease. Who would have ever thought that little "Jenny Who Ain't Got a Penny," now Dame Lady Jen, a member of the Royal House of Cappadocia and the Royal Order of Constantine the Great and Saint Helen, would have become a numerous #1 Amazon best-selling author, host of 3 top ranking podcasts, and producer and host of her TV show Business on the Vine. Connect With Jen:Website: https://www.ladyjenduplessis.comInstagram: https://www.instagram.com/jenduplessis/X: https://x.com/JenDuPlessisFacebook: https://www.facebook.com/JenDuPlessis22LinkedIn: https://www.linkedin.com/in/jenduplessis/

EPISODE DESCRIPTIONThinking about starting a roofing business? Or trying to run yours more professionally?In this episode, Dave sits down with former co-host and roofing business owner John Delaurier to talk about what it actually takes to build a profitable roofing company in 2026.They cover profit margins, speed to lead, branding, hiring your first sales rep, neighborhood domination marketing, and the key KPIs every contractor must track.If you want to build it right — this episode is for you.

Send a textJoin Dr. Kelly Whelan with guest Jeremiah Burke to unpack what it means to lead with grace while holding high standards. From self-leadership and honoring a Sabbath to discernment and smart failure, we explore how to move teams from mere compliance to true capacity and flourishing.• redefining leadership as stewardship of influence• strength with grace, not softness or dominance• self-leadership across mind, body, spirit, soul• feedback, humility, and open-door trust• mentors, coaching, and mental health support• Scripture, Spirit, Support as discernment filters• moving teams from compliance to capacity• measuring fruits beyond KPIs and revenue• recognition that fits each person's motivation• smart failure, innovation, and permission to try• knowing your people and co-creating solutionsGet Jeremiah's book @ Amazon, Barnes & Noble, Archway Publishing, and more. Connect on Facebook: Leading with Grace; LinkedIn: Jeremiah Burke; Website: GraceFilledLeadership.comSupport the showBelemLeaders–Your organization's trusted partner for leader and team development. Visit our website to connect: belemleaders.org or book a discovery call today! belem.as.me/discoveryUntil next time, keep doing great things!

Takeaways Cómo el contenido visual y textual, apoyado en IA, puede mejorar la percepción y venta de productos. La categorización estratégica de productos en niveles de lujo y cómo influye en las decisiones de compra. Optimización del UX/UI: desde comparadores, paquetes personalizados y gamificación para incrementar el ticket promedio. La relevancia del control del piano económico: conocer y jugar con los unit economics y márgenes para decisiones comerciales efectivas. Estrategias de descuentos escalonados, bundles y uso estratégico de countdowns y contador psicológico. La visión de Esme sobre la planificación y tiempo necesarios para temporadas altas como Hot Sale y Buen Fin. Métricas clave y KPIs a monitorear regularmente para impulsar el seguimiento en e-commerce. La importancia del trabajo en equipo y colaboración con agencias para resultados sostenibles. Tendencias futuras: integración de AI en plataformas como Shopify y el uso de contenido generado por usuarios. Chapters 00:00 - Introducción y contexto del caso Atlas y Spring Air  02:24 - La evolución del canal de e-commerce y etapas iniciales  07:22 - Diagnóstico del canal hace dos años y principales cambios estructurales  10:54 - Migración de Vitex a Shopify y beneficios obtenidos  13:17 - Generación de contenido y uso de IA para imágenes lifestyle  15:21 - Diseño de contenido "Reasons to buy" de marca y producto  19:26 - Mejoras en UX/UI: comparadores, paquetes y gamificación  22:07 - Optimización del checkout y consejos para Shopify Plus  25:47 - Estrategias de contador en sitios y páginas de producto  28:17 - La gestión del pilar estratégico: juego con márgenes, bundles y descuentos  31:50 - ¿Qué es un piano y cómo jugar con él para maximizar beneficios?  32:42 - La importancia del control de unidades económicas  36:26 - Categorización de productos y su impacto en ventas  40:06 - Educación del cliente y transformación técnica a beneficios claros  43:23 - Estrategia de performance marketing y métricas de adquisición  48:42 - KPIs relevantes y seguimiento en e-commerce  50:32 - Lecciones clave y errores comunes en operación de tiendas online  54:25 - Tiempo de planeación para temporadas altas  56:00 - Cierre, colaboración en equipo y próximos pasos Recursos mencionados en este episodio: ✅ Descarga tu checklist BFCM aquí: ed-digital.com/BFCM

Are you paper rich but cash poor? If your practice looks successful on reports but doesn't feel successful in your bank account, this episode is for you. In this episode of the Raving Patients Podcast, Dr. Len Tau welcomes Tala Batarseh, visionary behind Dentala Coaching and Consulting. Tala shares practical strategies for managing dental practices by data rather than emotion, helping dentists gain clarity, profitability, and predictability. They dive deep into the five essential KPIs every practice must monitor, why many practices are "paper rich but cash poor," how to improve case acceptance ethically, the importance of reducing downtime, and why onboarding and team retention are just as critical as patient retention. If you want stronger cash flow, better team performance, and systems that run on autopilot, this episode delivers actionable insight you can implement immediately. What You'll Learn The 5 essential KPIs every dental practice must track Why production means nothing without collections What a healthy collection percentage should look like How to measure case acceptance properly The danger of ignoring downtime in your schedule Easy "low-hanging fruit" strategies to increase revenue Why onboarding failures cause team turnover How to shift from transactional dentistry to relationship-based care — Key Takeaways 00:45 Welcome & Episode Introduction 03:20 How Tala Helps Dental Practices Grow 06:07 Paper Rich, Cash Poor Explained 07:55 The 5 Essential KPIs Every Dentist Must Know 15:07 What Healthy Production & Collection Numbers Look Like 22:17 Case Acceptance Benchmarks & Strategy 25:39 Low-Hanging Fruit in Your Practice 27:50  Building a Strong Onboarding System 32:01 Advice for Office Managers 33:09 Lightning Round Q&A 38:30 How to Connect with Tala — Connect with Tala

What actually makes someone stay? In Part 2, Mike Lejeune and Jonathan Whistman move from hiring strategy to leadership execution — how to deeply care, coach hard, and build an identity people won't walk away from. Jonathan shares practical examples of: Recruiting the spouse Earning the right to have difficult conversations Designing onboarding that shapes identity Creating championship-level rituals inside organizations This conversation goes beyond retention strategies — it's about building people. In This Episode: How to show people they matter (beyond surface-level care) Why leaders must earn the right to deliver hard feedback How to coach performance tied to personal identity Identity rituals that cement belonging Why champions don't need micromanagement — they need standards Key Takeaways: People stay where they feel seen and developed. Difficult conversations only work when trust is established. Identity is stronger than compensation. Leaders must raise their benchmark before raising expectations. Next Steps: Have one deeper conversation this week that goes beyond KPIs. Evaluate your onboarding — does it shape identity? Raise your standard — and communicate it clearly. Connect with Jonathan on LinkedIn: https://www.linkedin.com/in/jonathanwhistman/

Why is it so difficult for doctors to delegate, even when it so obviously impacts the team? Kiera and Dana discuss the art of delegation, and where it overlaps with clear expectations and accountability. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:   The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I love when I get the consultants to podcast with me. And today I got the one and only Dana,   I actually have a better nickname than Danie for you. I've like upgraded. I really do think you're Dynamite Dana. And so welcome to the show. Dynamite Dana. Like you just are dynamite in so many ways, so many areas. People love you. I know people are like donuts with Dana. That one was really catchy and clever, but I think like dynamite Dana is who I'm going to stick with. So how are you today there? Dynamite Dana.   The Dental A Team (00:27) Doing good. I'm glad you found one that felt right.   The Dental A Team (00:29) I mean, I still love Dainty   so much and that will probably always forever remain. ⁓ But Dana, truly you're a dynamite consultant and I've watched you evolve and it's like, ⁓ you were on the podcast with me last time where you took a practice from negative profitability to multi profitability in just a couple of months. And I think the dynamic and dynamite ability you have so like dynamic doesn't feel as cool as dynamite, but it's because you're this dynamic player and you're able to help teams, help doctors, help offices.   The Dental A Team (00:33) You   The Dental A Team (00:58) And really it's, think like role clarity, like really focusing on top priorities. And I think that that's like the clutch piece of consulting. If I like boil down what two consultants do differently is yes, we have this like Mary Poppins bag of tricks, but I think the piece is we know which Mary Poppins tool and prioritization and piece based on the numbers, based on the goals need to happen. And I think you're very, very dynamic and dynamite and being able to do that. So excited to have you on the show today.   The Dental A Team (01:26) Yeah, I'm really excited to be here. I haven't podcast in a while with you, so it's going to be fun.   The Dental A Team (01:31) great time girl.   think our last one was talking about your transformation practice. So today's gonna be fun because I think that this is a topic you and I see often is like   doctors struggle, teams struggle to delegate and they struggle to have like role clarity and I'm even guilty of this. Like I've watched myself like it's crazy when I have these podcast topics and I'm like hi it's me I know I'm the problem I know I'm hanging on to these issues I know I'm causing this chaos and so I kind of wanted to like talk about   why doctors struggle to delegate, why we get into this like bottleneck, and then what it can look like on the other side and how we've been able to help doctors. Like, I know you've got a couple in mind. I've got a couple in mind of what does it look like when we start to trust that process? So Dana, from your perspective, why do you feel like doctors don't delegate and we like bottleneck and we hold on or like owners and founders and office managers? Like, what is that? Like we know we're bottlenecking. Like it's annoying to me. I'm like, I know I'm having a temper tantrum and I don't know how to stop it. Like I know I'm not delegating. I know I'm holding on. know I'm freaking   like failing over here. What, like, why do think this is a rift? What are your thoughts?   The Dental A Team (02:32) I   I will say I feel like Dr. Personality is like a doer, right? They're so used to like to get to become a dentist, right? You have to have succeeded thus far in life. And I do feel like that in order to kind of get where they are, they've had to kind of always do right work really hard, hit the books really hard, hit the clinic really hard. And so I do feel like it's kind of ingrained in them just as humans is that they want to do all of the things. And I also think that there's a misconception of leadership. And being a good leader means doing all   things, making all the decisions, having everyone lean on you for everything.   The Dental A Team (03:07) Yeah, I love that you say that because ⁓ there's a book that, gosh, I should look up the name of it. mean, like, I really will actually, guys. Like, if you're watching, don't worry, I'm ⁓ looking this up right now. ⁓ But it's like the founder mindset. And I think so many of us, it's the founder's mentality, how to overcome the predictable crisis of growth. And I think about this book often because like you said, it's a...   what you have always done won't get you where you need to go. And like those habits and those patterns and the different pieces, it's this, like you said, like you had to work hard in dental school. You guys, watched you. Like I worked at a dental college. ⁓ We watched you be this person. And also there's a perfectionist piece of you literally are working in such small areas. Like the mouth is so small. You have to be perfect. You can't have that. Like, I mean,   shoot, you barely move that burr wrong and you're nicking the tooth next to it and you're like, dang, and now gotta like patch this thing up. Like you really do have such a small, finite controlling area. ⁓ But I think it's ⁓ a space of, we all know, Dana, it's like, logically, I know that if I delegate and I trust my team, my life gets better. So what do you feel like it is? Like, how do people actually let go of the vine? Maybe I'm asking for coaching for myself.   The Dental A Team (04:18) Yeah, and I think some of the hold back   is they might have tried to delegate something in the past and it didn't go very well, right? Because there's an art to actually delegating and delegating that is successful and setting real clear expectations. And so I find like, well, I've tried, right? But the person it fell through the cracks or there wasn't an accountability piece built in. And so I think it's like learning truly how to delegate correctly and delegate so that pieces come back to you and you're not chasing down the thing that you   thing that you gave because if you have to chase it down, if you have to check it, like it's still on your plate then, right? That, that it still hangs over your head if you, if those pieces aren't in place. And so sometimes I think too, it's like they have had a past history of trying to delegate and it's like not failing, but feeling like, I should have just done it anyway.   The Dental A Team (05:09) Totally. And I think as you said that like, I'm into now the how of like, okay, I hear that I agree. And I, it was funny, Jason, I, call it like tub talk, like think tank talk. Like we go out hot tubbing, we don't take our phones. It's like really beautiful and shoot, it just snowed. So I can't wait to get out there and like go hot tubbing in the snow. ⁓ it's a really magical world, but we were talking about it and I realized we're using a recruiter to help hire some team members for us that I'm really excited about that are like far out of my league that I don't even know how to hire. So   ⁓ brought in some executive recruiters for that. And I remember they were asking me, they're like, Kiera, what's going to break your trust the most? And I was like, I know actually, like for me, and so team members hearing this, the number one thing, and Dana, I'm saying this because you are not this person and I'm going to highlight you, I think there's also a space when doctors delegate to make sure the person we're delegating to is right person, right seat. ⁓ For me, I've learned that the way I lose trust the most is when people tell me they're going to follow through and they don't. Like I'm very, because I just feel like,   then don't do it. I get they have best intentions, but I'm more obsessed about outcomes and you delivering rather than you just taking a million things on to make me happy. ⁓ And so I thought about it, like, who are the people that I trust implicitly, like on our team and Jason, I'm not going to like do the role of X day. And I'm that's like unfair. You'll get to hear the like behind the scenes, Jason and Kiera talk. One doctor, he was like, Kiera, if I could just be a fly on the wall to hear the conversations you and Jason have. And I was like, I don't know if you want to know them all. ⁓   But I thought about it I was like, okay, my core crew that I really do trust, like what is it and how do I delegate to these people? Like Dana, I know, and this is why I called you Dynamite Dana and Dynamic Dana is Dana, I know with out of doubt, I can give you clients and you're gonna deliver and you're not gonna let me down and you're gonna follow up, you're gonna have scorecards, you're gonna show up to the coaching calls, you're going, like I never have to come and check in on you to make sure you're delivering to clients. Now, you may need help, that doesn't mean they're not gonna be like never asking, but I know you're gonna hit those deliverables. If I give you a project like, hey, you're gonna present,   Never in my mind have I been like, uh, Hope Dana is going to show up on that. Like I know I can count on Dana to be there. She's going to follow through. If she's got questions, you're going to proactively ask me. It like, I can give you tasks that they don't come back to me. Now there's other team members where I'm like, I feel like I'm playing whack-a-mole. I'm like, uh, did you check on that? Did you check on that? Did you check on that? Like, and I've noticed my anxiety is like lit to the next level. And I think as you were saying that and office managers and team members, I hope you hear this loud and clear.   This is the fastest way to break trust and not have a doctor trust you. And truth be told, like I'm going to just call out team members, not even just doctors. You're also being the bottleneck because your doctor doesn't trust you to give it to them. Now, doctors, there is a way for us to not take it back on. ⁓ But I was just, as you said that Dana, I think that there's a big space of doctors make sure that like, if you consistently have a person who's not following through and not delivering back to you, stop trying to make that person fit. Like just call it out of what it is and say, like, listen, this has to change. And if it doesn't, I recognize you're not right person.   Like Shelbi, ⁓ she's a kick-a personality for being that. She never lets anything slip through her. mean, Dana, she is on us like sticky. It's like, hey guys, where's this at? Where's that? But she's so nice about it. And there's just certain personalities that are that way. And then there's other personalities that are like more creative and you don't need them to be in. I don't need to delegate all that. Like they can have different projects. And so I think when you look at it, make sure that the person, and you can also look at people's personality profiles. There are some that are like detail centric.   They should be your operations. should be your office managers. They should be your billers. And then you're going to have people like myself. That's a little less on details, but I'm a dang good treatment coordinator. I don't need to have as many things. I just need to hit a goal. Like it's less confined versus an office manager. So I think also like picking people that are the right people for that. Dana, I talked a lot on that. What are your thoughts on that?   The Dental A Team (08:48) No, I completely agree. I do think it takes the right person in a seat and then once you have the right person clearly defining their role because sometimes too it's like who does it who has the capacity for me to delegate this to right and I think that sometimes things get lost because we ask the person that we always ask and yes they do but then we stretch them so thin things start to fall through the cracks because we haven't said hey is this something that you really feel like you can take on so it comes down to just like you said that trust that open communication and so I think   Role clarity helps delegation. It also helps like where does it make sense? Right? I'm probably not going to ask my biller to do treatment follow-up calls, right? I might probably ask the person that's working to my schedule or the treatment coordinator herself. So I think that all of these pieces, sometimes it's hard to like link when I'm like, okay, well, let's get clear job roles. Well, how does that help me delegate? Right? I think linking all these things together can really help a doctor see how   The Dental A Team (09:39) Mm-hmm.   The Dental A Team (09:45) easy it can become and not just for doctors like yes this is for the doctor that holds on to everything but for leads that hold on to everything for oms that hold on to everything this is just a really clear path for you to see do i have the right person in that seat is their role really really clear and who has the capacity to take on anything that comes up or something that you want to take off your plate   The Dental A Team (10:08) Totally. And Dana, as you said that something, our Dental A Team is in like such a fun transition or like we are, think Dana's feeling, our whole team's feeling it like we have gone from what Dental A Team was to what Dental A Team is becoming. And I'm super excited. We're going to roll out like a state of the company. Dana doesn't know it yet. Like it's coming. Like I can't wait. I know she's feeling the buzz around it, but I recognize as a leader that sometimes you've got to call out what was and where we're going. And   our team went through a, what I've called like a snow globe freaking shake. Like we decided like, let's just throw all the confetti, shake every person into different spots. And it's like, Britt's in a different role. I'm in a different role. Shelbi's in a different role. Thinking as like consultants, like Dana, you pretty much stayed the same, but like everywhere else around us, we just like ripped change tour and we built an accountability chart and we had to really say like, okay, what are the seats that the organization needs without names on it? What are the tasks that realistically should go under here?   And then like, let's look to see what open roles we have, who fits in what spots. And I remember we had a leadership meeting in September of last year. And who I remember, Britt was sitting at the table, Tip was at the table, I was at the table and Britt looks me across the eyes and she's like, Kiera, I just want to highlight and recognize that what you're about to go through and what I'm about to go through, Shelbi, Tiff, this whole leadership, like it is going to be a shake and it's weird. And we all actually like Dana hasn't seen it yet. You're about to get your PDF version come next week. ⁓   of our accountability chart, because right now it is that like, who does this make sense? Like I have normally gone to Shelbi because it's easy and Shelbi and I were working on like fees and different things. And I realized like, well, yes, I used to do that. Shelbi actually needs to be an EA and needs to fully be in that role. And Britt's over finance now and I need to go to Britt. So it's just like, we are constantly like pull out the legend. call it like, let's look at our big legend over here. Like who should this task be under? But I actually think that helps with delegation. And then the team actually is empowered to say like, Hey,   is this my role and not in a combative way, but like, let's make sure that instead of us just going for easy paths, we're going to the correct people. And then those roles actually have KPIs and then you got job accountability below it. So I think like, if you don't have something like that, and this is where like org chart and accountability chart, they get harped on. I recognize like operations people, they come in, they're like, marketers love to give me a growth plan. Like, cool, I hear it. It's like top to the funnel, down to the funnel. Operations people love to give me an org chart.   And what I've noticed though is if you have that clarity of who does what delegation becomes much easier and accountability holding to becomes easier because we can pull out the paper and I'll be like, Britt, it says right here online, like squint your eyes. It's right there. Or we're like, okay, here's a process. It's not on anyone's plate. Let's look to see under which seat going to your capacity thing, Dana, which seat does this make sense? And can they take the capacity today or what needs to shift so that way they can.   But also I remember Tiffanie, ⁓ she was like, you guys have never told me what my full job is. So for me to say I have capacity during hot, I don't even know what it all encompasses. And so ⁓ as I worked with offices, as I worked through our own company, I will say accountability charts and org charts need like an update like every six to 12 months. And we relook to see are there additional tasks because businesses innovate, they evolve. mean, Dana, what you were starting to do versus what you're doing today, it has evolved. Everyone evolves and   I also think like we noticed when we were going through it, we have a VA who's amazing. Everybody loves Joash on our team. Shout out to Joash. ⁓ And we happened to notice that like we needed somebody over in marketing and marketing. were going to go hire somebody and we're like, Whoa, Joash has like 75 % of his time available right now. We could actually deploy him over in marketing and make that tour. That gap can be filled. And so I think like even in consultant world Dana, like you probably are like, Hey, I actually have space. I could take on more projects if you guys need. And this is how it's a   right seat, right role delegate, but then look at all the other players and like, Dana, you got really great strengths and some areas. What if we deploy you in this? So that way your leaders are not, especially as organizations grow bigger, let's deploy and use our team players to the highest level of clear job and also capacity. I think like then accountability is not as hard because we're not inundating just two or three people, but gosh, like as I say, all this, is an evolution of practice. ⁓ Tiff, Britt, Shelbi, and I were all talking like,   It's been the core four for a long time. Like we've just done everything and we're like, we now have 17 team members having four people try to do like a one. I mean, we're not even using half of our team. And yet the co like the top leaders are drowning. It's just an evolution. And I think that this is where bottlenecks revisions having an outside person come in and see it helping you guys elevate really just paramount. And so I'd say like quick steps are get that org chart. Like Dana was saying in the accountability chart.   figure out where the gaps are and who should it go under, not name, but position, and then put names in and see where gaps are and who could we pull in to help out. Like you said, and then you get the job descriptions that are super clear. And then we start holding accountable to that job description. It's very easy when we all see it, got it, and getting the whole team bought in. I'm not going to lie. It's taken us like four months to get here to where whole team's going to see it. There's been a lot of shifting and shaking and making sure we have it right. And then letting the team know it's going to evolve.   But just giving clarity, but even for me, I now know who do I go to, who do I pass this task to? It becomes so much easier to delegate and get rid of those bottlenecks. Dana, that was so much knowledge. Like welcome to behind the scenes. You get to learn firsthand on the podcast, you're welcome. like thoughts about that as a team, as a consultant, like what do you see in that?   The Dental A Team (15:23) Thank   you   I love that and just like kudos to you here in the leadership team for just always trying to map out those pieces and I do feel like as a team member I think it's important for doctors leaders to understand like team members most team members if you have right people right seat like we talked about in the beginning most team members want to grow they want to do a really great job they don't want to let you down when you give them a task and so this is just a pathway that   Create success for everybody. You can get those things off. You can hold accountability You can do all of those things with success and your team members get to elevate themselves grow within their position grow within their skill set And so it's just like a win-win overall for everyone when it's done this way   The Dental A Team (16:15) Yeah, no. And Dana, thank you for saying that. And thank you for the reminding. I think sometimes ⁓ when you have like one bad apple or one bad experience, I think as a leader, even myself, I don't know, my brother-in-law, was a, he's like this really big wig and build like these most incredible homes and all that. And I remember when I got married to Jason 15 years ago, I was like, gosh, Jay, your brother's always so grumpy. And I'm like, I get it. Businesses can pick at you and almost like take away that naive   innocence of how much people are great and you might see the dark side of humanity in spite of the goodness that you see. And I think for me, Dana, like you saying that it's like, no, that's a good, that's a good remembering and reminder for myself of team members really do want to make your life awesome. Team members really do love you and they want to rally around you and they want to be great and they want to grow and they want to evolve. They just sometimes need to know like, what is it you want? And also empowering team members like, can't wait, Dana, we're going to show this and   I'm excited for team members to look at this and be like, Hey, like raise a hand. Like I got space. I can help in these areas. Like this is where you use collective brains to help out, but team members like falling through. ⁓ but I also think like owners don't lose faith in like the goodness of your team. And, sometimes they'll drops. It could be a wrong person, wrong seat. It also can be. There's a lot on that person and we need to like deploy or clarify to make it easier. So Dana, let's talk real life. I know you have some offices. I got some offices.   The Dental A Team (17:42) Yeah.   The Dental A Team (17:44) Let's talk about   like how, what does it look like when it's doing it well? ⁓ How does it feel for offices? Like, let's just kind of go through that.   The Dental A Team (17:52) Yeah, I think the biggest word that comes to mind when offices do this really, really well is just freeing, right? To have that trust in team, to know that you're going to give them something and that like you also have something in place that's going to show you that they are continuously doing it without having to track them down every day, without having to add it to your calendar. It just creates so much balance in a team and it just creates this freeing   sort of like innate trust amongst each other that like, yeah, we're gonna be able to keep a pulse on it. We're gonna check it for sure, right? We're going to trust and verify, but we've built in all of these pieces and getting to this point, right? It's not without a lot of work, right? And a lot of digging in together as a team and saying like, hey, we want more accountability. We want more responsibility. We want these pieces. We want the office to be successful. And I think once an office has it, it truly, truly is.   balancing, its alignment, and it's like freedom.   The Dental A Team (18:54) Mm-hmm. And I think for me, I feel often like I'll speak to the leader side. I sometimes like I'm the monkey who's got my hand in the trap holding on to the nuts so hard and trying to like get free and I can't and all I need to do is let go. And I think that there's a surrendering, there's a grace there's, ⁓ but I do also believe that teams rise to the level you believe they're capable of. And so if I'm sitting here like, they're going to let me down. We, we find what we focus on. And so.   Why don't I look to see how are they winning and what are the gaps and do we have a clear KPI where everybody knows like this is my number. I can't freaking wait Dana. I worked on it last night. I'm super jazzed. It's going to be a good time. But like even helping our consultants know like we've evolved. So what is it that like we expect our clients to be getting in the first 90 days, 180 days, 365 days like Dana, when you first started with me, I was like, good luck, go out there, do something fun.   But as we've gotten bigger and as we've evolved and we've evolved and we've attracted different clients, that needs to evolve. So what do your dental hygienists need to do? And what do your dental assistants need to do to win? And what does your front office, what does winning look like and making it so simple? So we have our top level of this is our number of accountability. This is what winning looks like. Then below that we have tasks of all the different tasks that are there. And what are the core processes? Do we have those documented and dialed in?   This is an evolution of business, but this really is like how you're able to delegate through role clarity. And like you said, Dana, there's freedom, there's alignment. Going through it, keep saying, at first I said, I feel like I'm an orange being squozed, Jason. I feel like we're trying to make oranges. And I was like, actually, I lied. feel like I'm an olive being pressed right now. We're not getting a whole squeeze out of this. It's like a drop by drop by drop. But I think if you can see the end result.   and you have a coach or a guide or someone who's been through it with you, I think it makes it so much easier. And Dana, I know you've got a client right now that you've been pushing on this. This client, I love so much. But just walk us through like a little bit of a glimpse in like, and of course, change of details so people can't figure out exactly what client it is. We'll peel back, we'll give you a couple, we'll mash them together. But like peel back how this doctor went from where they were to where they are today and what that looks like for this doctor.   The Dental A Team (21:07) Yeah, I think this is a doctor that just went through a practice transition where they took over a practice and you know, I think a lot of times when that happens, it's like you do want to be involved, you want to feel like you know every piece, you've got your hand in every piece, you're making all of the decisions. And then there comes a point in time where I usually say it's like the like six month year mark, where you realize like, crud, I can't continue to do this and not feel burnt out. So it's just been really fun to see them find the right people we   The Dental A Team (21:25) Thank you.   Yeah.   100 %   The Dental A Team (21:37) worked this entire last year on stabilizing team, finding the right people, finding good people, not rushing those decisions. And then when we realized they weren't the best people, right, making those decisions quickly too, because that can be stressful for everyone. And so it has been really fun that now that there are right people in right seats, like   being able to trust people to make decisions, being able to say, no, that's somebody like my office manager can answer that pushing team members to go to leads and something as simple as I use this as an example, they locks had to be changed at the office, right? A lock broke. And so all the locks had to be changed. And this doctor was just going through a lot personally and was out and the OM just made the decision called the locksmith, chose the locks, had them all replaced, like covered, like paid the bill all   The Dental A Team (22:12) Thank   The Dental A Team (22:26) of things. And I cannot even tell you just like how grateful how amazing it felt. ⁓ And just how it like opened the window of you know what? Yeah, when I let people make decisions when I let them do the things that I know I can trust them to do what a weight it takes off even something like that small.   The Dental A Team (22:47) That's.   The Dental A Team (22:48) And ⁓ I just remember on our call about that, it was just like a light bulb went off and it was like, the more and more I can do this, the better things are going to be. And everything worked out. Everything was fine. Was it maybe the exact lock like that he would have chosen? Maybe not. But at the end of the day, the building's secure, everything was handled and he didn't have to do it. He didn't have to come in on his day off, didn't have to do it. And it was just a really cool epiphany to see after the   last year that he's been through.   The Dental A Team (23:19) That's amazing, Dana. And I think like, as you say that it's crazy because I can coach this and then living in it. It's such a funny zone. Like I feel annoyed. Like I said before, it's like, can see that I'm throwing a temper tantrum and I don't know how to stop it, but I see it. And I think being aware of it is number one. And number two, I think it's really, ⁓ for me, at least, and again, my team listening will know I'm not perfect at this. So like, this is an evolution of Cure. And I'm not here to say like, I'm great at this today. It's an evolution. ⁓   And I think again, it's from founder, right? A founder or a new owner, like you got to do it all. You really do. And then it's like, my gosh, this got too big for me. Like I can't do it all. I'm up at two in the morning. I'm going to bed at 10 PM. Like this is not sustainable. And also for teams it's not, but I think it's this crazy piece. Like you said, what things do I really need to have an opinion on and what things can I be like, awesome, you did it. And like empower that team member and be so proud of them. And I think as we evolve, a lot of times we feel like   No, no, no, I need to be in control of everything. Like I really do. Like I need to pick the locks. Like that's out of budget versus I think if we can scale ourselves back and say like, that was actually awesome and kudos to them and train yourself to see how they did the right thing and how they did the best thing. And even if it's not your exact way, when you get a team that's running, they will actually be better than you will be on your own because you are evolving the whole, like the whole piece.   You as a leader need to set the vision. You need to say, here's where we're going. Here's the budgets, here's the parameters, and then truly trust your team. And I say that to myself, I say that to you, I say that to everybody listening, because I think it's a constant reminder until it becomes a habit and a personality. Like we're asking you to be like, okay, ⁓ I really love strawberries. And now I'm trying to get you to really love tomatoes. Like, they're both red. It's a different way of operating. It's a different method.   So we're gonna choose that. She's like, you have two wolves. You can feed the scarcity or the abundance. And which one am I feeding today? I'm gonna feed the one where I delegate, I trust, I empower. We have the pieces. But I also think Dana, like at the beginning, I do think some thought process behind like, let's get an accountability chart. Let's get job descriptions. Let's make sure everybody knows their KPI. And I think that sometimes that prep work is tricky. And then let's make sure we're really hiring the best people to do the job. Like...   I think there comes a space in business where at the beginning you hire and you gotta like grind it out. Like people don't know, we're trying to like make them into like, Hey Dana, welcome to being a consultant. Let's train it up versus like, Hey, we can hire consultants that have been consultants. Like there is an evolution. And I think at the beginning, yeah, rock on, you're going to be a lot more involved, but as you evolve, you're going to start to hire people that are just as good, if not better than you are and trust and let them run, ⁓ while still verifying and checking in.   You either choose to do that or you choose to hold and both are both are available, but it depends on what's your ultimate goal. And I think if you can focus on that, focus on the team you want and expect them to rise to that occasion. I watched it in organizations and I'm watching it in myself. Like truly it's amazing, right? People write C and clarity teams evolve and doctors feel a lot better. So any other thoughts, Dana? I know that was kind of a very fun, how you delegate, how you delegate it properly. And also like   how happy that doctor was like, shoot, I didn't even have to do that. That's incredible. What other things are they capable of as well? And kudos to that office manager for just like, I think like just taking the bull by the horns and be like, I'm going to do this and you're going to see that I'm awesome. And I'm going to win you over. think kudos to that office manager too.   The Dental A Team (26:47) Yeah, it was really fun to see.   The Dental A Team (26:49) Yeah. All right, Dana, as we wrap today, I think it's doctors teams like don't get stuck in the trap of not delegating. And just because it wasn't right before, let's look to see why wasn't it. Was it wrong person? Was it wrong path? Get your accountability charts in place. Get the map, get the rollout, get the KPIs, get the meeting cadences, like checking in with your leads every single week can really help get this cadence moving forward. You're not perfect. We're not looking for perfect, but we are looking for that evolvement. Not as much like sitting around your neck, but really empowering your team.   and rolling it out and continue to evolve that what you had before is not what you need today. And if you need a coach, mean, Dana does this, I do this, our team does this. This is what we live for is to make you and your practice like truly flourishing and thriving. So Dana, Dynamite Dana, thanks for being on the podcast today. I always appreciate it, you.   The Dental A Team (27:34) always a good time. Thanks for having me.   The Dental A Team (27:36) Of course, and for all of you listening, reach out if we can help. Hello@TheDentalATeam.com. And as always, thanks for listening. I'll catch you next time on The Dental A Team Podcast.  

The rules of hiring have changed—and many small business owners are still playing by an outdated talent playbook. In this episode, John Jantsch sits down with Rob Levin to explore how to upskill employees for AI, navigate the ongoing talent shift, and build a future-ready team for small and midsize businesses. They discuss why culture and KPIs matter more than ever, how to redesign workflows with an AI-first mindset, and what it really takes to manage AI instead of being replaced by it. If you want to create a resilient organization that thrives amid rapid technological change, this conversation is your roadmap. Today we discussed: 00:00 The New Talent Playbook Explained 05:43 The Hidden Talent Crisis for SMBs 07:12 AI Upskilling for Small Business Teams 12:00 Building Culture in Remote Teams 14:56 Over-Communication and KPI Clarity 17:30 Using AI to Design Smarter KPIs 20:28 AI, Job Security, and Team Buy-In 22:00 Book, Resources, and Final Thoughts Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

In episode 604 of Lawyerist Podcast, Stephanie Everett sits down with Andy Hays to explore the shift from solo practitioner to true business owner. After nearly two decades of firm ownership, Andy shares why he recently rebranded to remove his personal name from the firm, a strategic move designed to reduce dependency on him and strengthen the firm's future.  They discuss delegation, hiring before you feel fully ready, automating repetitive processes, and setting clear expectations for team performance. The conversation also dives into accountability, leadership growth, and how small operational improvements compound over time.  If you are ready to move beyond founder dependence and build a firm designed for scalability, resilience, and long-term value, this episode offers practical frameworks and real-world insight to help you get there.  Listen to our previous episodes on Scaling & Building a Sellable Firm.  #306: Getting to Know & Love Your Numbers, with Bernadette Harris Apple | Spotify | LTN  #583: From Survival to Strategy: Scaling Your Law Firm Finances, with Bernadette Harris Apple | Spotify | LTN  #588: Practice Smarter, Not Harder: 411 Tips for Modern Lawyers, with Jordan Couch Apple | Spotify | LTN  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  03:50 – Standards, KPIs & Hard Conversations  07:30 – Meet Andy  08:45 – Lessons from 18 Years in Practice  10:15 – Removing Your Name from the Firm  12:45 – Building a Firm You Can Sell  15:30 – Automation & Low Hanging Fruit  17:00 – Accountability & Team Meetings  19:25 – The “I'll Just Do It Myself” Trap  21:15 – Hiring Strategically  23:30 – Expanding the Physical Office  25:40 – Closing Thoughts   

Most dentists try to scale their dental practice by chasing tactics, new marketing, new software, new equipment, more hygiene days, more locations, yet they still feel stuck, stressed, and buried in the business.  In this episode, we break down what real dental practice growth actually looks like: a clear 10,000-foot strategy, a deep-dive business audit, and a customized scaling plan built around leadership, roles, and measurable KPIs. If your dental marketing “isn't working,” your team feels stretched thin, or you're adding revenue without adding profitability, this conversation will hit hard. We talk about why scaling isn't just getting bigger, it's building an organization that runs without you. You'll hear how practices waste money on tools like CBCT and ignore the foundation: scoreboards, accountability, ownership, and a cadence of truth.  This is for practice owners who want sustainable growth, stronger culture, better systems, and more freedom, without building a bigger hamster wheel. If you're serious about practice management, dental leadership, and building a scalable dental organization, this is the playbook. You'll Learn: → How to create a true scaling strategy instead of stacking random tactics.  → How to run a “deep dive” audit like a diagnosis and treatment plan for your business, using profitability, recall, and real KPI scoreboards.  → How leadership and role clarity prevent breakdowns, like the classic “marketing isn't working” problem that's actually a follow-up and process bottleneck.  → How to think in levels of sophistication with consultants, advisors, and systems so your practice evolves and doesn't outgrow its support team. To connect with Dr. Buske follow the links below -  LinkedIn Instagram Facebook Limitless Dentist Academy Join Dental Syndicate HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

Does your business slow down the moment you step away? If every decision, approval, or problem still funnels through you, you're not alone, but YOU are the bottleneck. In this episode, Melissa Kay and Dr. Sabrina Starling break down how you can stop being the bottleneck and start building a self-managing business model that doesn't depend on you for every decision. You'll learn why capable teams still wait for the owner's approval, the hidden ways business owners unintentionally create bottlenecks, what a self-managing business actually looks like, and practical leadership shifts that empower your team to take ownership. If you're tired of being the single point of failure in your business and want growth without burnout, this episode will show you where to start. Profit by Design is a Tap the Potential production. Show Highlights:Relief, flexibility, and freedom: Don't you want more of these?A-players want autonomy to take initiative; we need to empower them to do so.The shift in asking your team, “What ideas do YOU have about this?”Be careful not to shut out your A-players' ideas; encourage them to bring those forward.Melissa's tips to empower your team: share your vision, give clear parameters for decision-making, look for measurable results (KPIs), and provide opportunities for autonomyTracking clear results through KPIs gives pride and ownership to A-players. (This is THE biggest A-player perk we can build into our businesses!)Highlights of our clients' recent winsRelationships and work connections will help skyrocket A-player retention on your team.Do you need to stop being the bottleneck in your business? Join the Better Business Better Life program by booking a call with us today. Spaces are now available! (Melissa offers to write a custom-crafted vision statement and your immutable laws, a $7500 value!)Resources:Enroll now for Leadership Bootcamp! The next session begins in April. Take our Better Business Better Life Assessment to determine your level of burnout and receive a complimentary call with the next steps you need to take in your business to support your life. Click here!Ready to take your life back from your business? Want more time for what matters most and more money in your bank account than ever? Book a call with us today! Mentioned in this episode:Registration Is Open for Leadership Bootcamp!Turn your A-players into your strategic thinking partners who are taking one thing...

In episode 241, Coffey talks with Neil Katz news and media items from the past month, including who HR is “for”, managing AI agents, and mental-health-related gaps in employment.  They discuss HR's responsibility to conduct impartial workplace investigations based on evidence; the misconception that HR exists primarily as employee advocates; aligning HR strategy with revenue, margin, and organizational mission; the decline of transactional HR through automation and outsourcing; fractional HR leadership for small and midsize businesses; managing autonomous AI agents within organizational structures; developing AI operational literacy and new leadership competencies; redefining KPIs in an AI-enabled workplace; and best practices for addressing employment gaps during hiring.  For HR teams who discuss this podcast in their team meetings, we've created a discussion starter PDF to help guide your conversation. Download it here https://goodmorninghr.com/EP241  Media mentioned in this podcast:   If HR Isn't There to Help You, Who Is HR For? — Dallas Employment Lawyer Blog — February 9, 2026 To Thrive in the AI Era, Companies Need Agent Managers How do explain a gap year taken for mental health. : r/jobsearchhacks  Good Morning, HR is brought to you by Imperative—Bulletproof Background Checks. For more information about our commitment to quality and excellent customer service, visit us at https://imperativeinfo.com.   If you are an HRCI or SHRM-certified professional, this episode of Good Morning, HR has been pre-approved for half a recertification credit. To obtain the recertification information for this episode, visit https://goodmorninghr.com.   About our Guest:  Neil Katz is the founder and CEO of Exceptional HR Solutions, a leading provider of fractional HR leadership for small and mid-sized businesses across the U.S. With over 25 years of experience at the intersection of people and business strategy, Neil leads a national team of 20+ seasoned HR partners dedicated to helping companies scale, evolve, and thrive. His firm delivers end-to-end HR solutions—from talent acquisition and organizational development to compliance, culture, and leadership alignment.  Under Neil's leadership, Exceptional HR Solutions has become a go-to resource for growth-focused companies in industries ranging from retail and healthcare to manufacturing, technology, and professional services. He is widely recognized for building agile, scalable HR infrastructures that empower leadership, strengthen teams, and deliver measurable business impact. While his primary focus is on growing Exceptional HR Solutions, Neil also serves selectively as an executive advisor, helping founders, CEOs, and leadership teams navigate strategic and organizational change. He holds an MBA from Amberton University, a BA in Business Administration from Texas Lutheran University, and advanced training in executive coaching from the University of Texas at Dallas. He is SHRM-certified and respected for his strategic insight and people-first leadership style. Neil is a frequent guest on industry podcasts and a sought-after speaker at conferences and webinars, where he shares practical insights on fractional leadership, scalable HR strategies, and the evolving role of human resources in high-growth environments.  Outside of his professional work, Neil serves on the board of Hope International, a Dallas-based adoption agency, and previously served on the board of directors at Halo Senior Care, a for-profit business focused on elder care. He has also served with nonprofit organizations such as Gift of Adoption, reflecting his deep commitment to service and community.  Neil Katz can be reached at  https://exceptionalhrsolutions.com https://www.linkedin.com/company/exceptional-hr-solutions https://www.facebook.com/exceptionalhrS https://www.instagram.com/exceptional_hr_solutions_ https://twitter.com/exceptional_hrs https://www.youtube.com/@ExceptionalHRSolutions  About Mike Coffey:  Mike Coffey is an entrepreneur, licensed private investigator, business strategist, HR consultant, and registered yoga teacher. In 1999, he founded Imperative, a background investigations and due diligence firm helping risk-averse clients make well-informed decisions about the people they involve in their business. Imperative delivers in-depth employment background investigations, know-your-customer and anti-money laundering compliance, and due diligence investigations to more than 300 risk-averse corporate clients across the US, and, through its PFC Caregiver & Household Screening brand, many more private estates, family offices, and personal service agencies. Imperative has been named a Best Places to Work, the Texas Association of Business' small business of the year, and is accredited by the Professional Background Screening Association.  Mike shares his insight from 25+ years of HR-entrepreneurship on the Good Morning, HR podcast, where each week he talks to business leaders about bringing people together to create value for customers, shareholders, and community. Mike has been recognized as an Entrepreneur of Excellence by FW, Inc. and has twice been recognized as the North Texas HR Professional of the Year.  Mike serves as a board member of a number of organizations, including the Texas State Council, where he serves Texas' 31 SHRM chapters as State Director-Elect; Workforce Solutions for Tarrant County; the Texas Association of Business; and the Fort Worth Chamber of Commerce, where he is chair of the Talent Committee. Mike is a certified Senior Professional in Human Resources (SPHR) through the HR Certification Institute and a SHRM Senior Certified Professional (SHRM-SCP). He is also a Yoga Alliance registered yoga teacher (RYT-200) and teaches multiple times each week. Mike and his very patient wife of 28 years are empty nesters in Fort Worth.  Learning Objectives: Understand how HR can balance legal compliance with business performance and employee trust. Identify emerging le...

Jared shares how he's leading regenerative change on his multi-generation farm by earning buy-in from family and a 40-person team through coaching, small trials, and measurable results rather than mandates. He highlights successes with diverse cover crops, lessons from composting paper biosolids to fix nitrogen tie-up, and the challenges of financing and scaling his egg operation without quota on the balance sheet. Managing multiple enterprises, he relies on systems, KPIs, SOPs, internal training videos, and automation to keep the business running efficiently. He also discusses hiring through a four-step coaching method, building confidence despite criticism, learning through books and podcasts, and integrating his teenagers into farm life while prioritizing presence and stewardship.We're glad you're joining us for another episode of Barnyard Language. If you enjoy the show, please tell a friend (or two) and be sure to rate and review us wherever you're listening! If you want to help us keep buying coffee and paying our editor, you can make a monthly pledge on Patreon to help us stay on the air. You can find us on Facebook, Instagram, and TikTok as BarnyardLanguage, and if you'd like to connect with other farming families, you can join our private Barnyard Language Facebook group. We're always in search of future guests for the podcast. If you or someone you know would like to chat with us, get in touch.If you have a something you'd like to Cuss & Discuss, you can submit it here: speakpipe.com/barnyardlanguage or email us at barnyardlanguage@gmail.com.

Most marketing KPIs will tell you you're “winning” while your best relationships quietly slip right past you. So are you measuring the stuff that actually moves people to action? In this episode, Michelle breaks down why relationship marketing needs a totally different scorecard, using real examples (hello, bat colony email) that prove impact isn't the same as reach. You'll learn how to spot the leading signals and where real conversations are coming from, before you waste months chasing numbers that don't convert. If you've been doing “all the right things” but can't tell what's truly working, this one will sharpen your instincts fast. Resources The Michelle Warner Networking That Pays Free Workshop Previous Episodes

Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit Working 60 hours a week. Missing dinners. Grinding nonstop. And still losing money. Steve shares a story about a frustrated president who was doing everything he could to turn around his division, but nothing was changing. The harder he worked, the worse it felt. The real issue was not effort. It was a lack of clarity around what actually drives results. When you confuse activity for outcomes, you burn out. When you focus on the few levers that truly move the numbers, everything starts to shift. If you feel like you are pushing hard but not getting traction, this one mindset change can completely alter your business and your life._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

In this episode, I'm inviting you to step out of the kitchen and into the boardroom with me. If you're selling bread to real people and taking real money in exchange for it—even if it's just a handful of loaves a week—you're running a business. And that shift in mindset changes everything. We're kicking off a three-part series all about putting on your CEO hat and learning how to lead your sourdough micro bakery with intention instead of emotion. Because when we rely on how a single week feels, we end up reacting instead of leading—and that's where burnout and confusion start to creep in.Today, I'm sharing why paying attention to a few key numbers (don't worry, nothing overwhelming) can completely change the way you see your business. We're talking about the difference between instinct and informed decision-making, how to spot patterns instead of panic, and why sustainable growth doesn't happen by accident. I'll also walk you through a few powerful questions to help you lay the foundation before we dive into the “what” and “how” of KPIs in the next episodes. If you've ever felt like your revenue is unpredictable, your menu feels chaotic, or your business feels more reactive than steady, this conversation will help you step into leadership with clarity and confidence.Resources:Get the Bread Winner Business Alignment Journal: https://carolinebower.com/journalGrab the Profit & Pricing Calculator: Simplify the math, clarify your margins, and confidently price your products. https://carolinebower.com/calculator Follow me on Instagram for more microbakery tips: @carolinebower_sourdoughFind links to all of my sourdough microbakery favorites including packaging, pans, and more! www.carolinebower.com/linksDownload the FREE Guide and Checklist, Your First Steps to a Successful In-Home Bakery at https://www.carolinebower.com/checklist to begin building YOUR thriving microbakery!

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

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

Bold move, but here it is… being a top performer isn't enough to land you that internal promotion you're eyeing. And if you think your KPIs will carry you to the next level, think again.I get this DM all the time, “Carly, there's an opening on my team. Should I even bother applying?” In this episode, I'm breaking down exactly what to say the moment a role is posted (yes, I give you the script), why being a top performer isn't enough, and what leadership is really looking for when they promote internally. We're talking performance vs. impact, how to make yourself difficult to replace, and how to position yourself as the obvious choice months before a role ever opens.If you're tired of wondering whether you're “good enough” or waiting for someone to tap you on the shoulder, this will completely reframe how you think about internal growth. By the end, you'll know exactly how to stop hoping for a promotion and start strategically earning it.Because when the next role opens… will they think of you first? Hit play and let's make sure the answer is yes.And if you're ready to make your next move, apply for one-on-one coaching HERE and let's get your resume, interviews, and promotion strategy locked in.00:59 – Why You Can't Wait for Your Manager to Notice You Want the Promotion04:20 – The Truth About Internal Postings: Someone's (Probably) Already in Mind05:23 – Performance vs. Impact: Why Top Numbers Aren't Enough for Career Growth09:13 – Fast, Actionable Ways to Show Internal and External Impact16:14 – How to Make Yourself Irreplaceable Before a Job Even Opens19:12 – What to Do If You Still Don't Get the PromotionFREEBIES & RESOURCES:

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

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

Transformation continues to be the word at the top of leaders' minds. Whether it's due to changes in technology with AI, market shifts, the regulatory landscape, or unexpected global events, leaders are looking to transform their organization's operations and culture to be more agile, innovative, and resilient. In today's Redefiners, Marla Oates and Tomas Chamorro-Premuzic talk with former Telstra CEO and managing Director, Andy Penn, about how he led the transformation of Australia's largest telecommunications company. Andy shares what it was like stepping into the CEO role at Telstra at a turbulent time for the company, its customers, and the board. He talks about the key lessons he learned leading a multi-year company-wide transformation effort, and how he put the right team and culture together to get it done. He also talks about his current roles in cybersecurity, providing critical insights on how to prepare for and deter cyber-attacks. We'll also hear from Tuck Rickards, a leadership advisor at Russell Reynolds Associates, who will discuss what he believes is the leadership formula for effective AI transformation. Four things you'll learn from this episode: The key steps and KPIs when implementing a transformation project Tips on putting together the right leadership team and organizational culture to help make reinvention happen How to prepare for cyber-security risks while balance the productivity benefits of AI projects How to successfully transition from CEO to board and advisory roles If you enjoyed this episode, you might also like these Redefiners episodes: Talking Transformational Leadership with RRA's CEO Constantine Alexandrakis Leadership Lounge: How to Build a Top-Performing C-suite: The Leadership Blueprint for Sustained High Performance Trust Your Gut: AXA's Thomas Buberl Talks Transformation and Reinvention Leadership Lounge: From Firefighting to Future-Building: How Leaders Can Master Perpetual Transformation Driving Transformation with Volvo Cars President and CEO Jim Rowan Leadership Lounge: Unleashing AI's potential: Are you ready to lead the charge? Learn more with the latest research from Russell Reynolds Associates: Adapt or Die in the Age of Perpetual Transformation Why Most AI Transformations Fail Before They Start

Cameron is joined by Lacey Lobetta, MedSpa Operations Coach, and they discuss the critical role of performance-based compensation in MedSpa success, emphasizing the need for a supportive culture that fosters growth. They explore the importance of investing in team development, utilizing KPIs to drive revenue, and creating a luxury experience for clients. The discussion highlights the journey of patient care, the significance of comprehensive treatment plans, and the emerging wellness trends that MedSpas can capitalize on to enhance client engagement and satisfaction. In this conversation, Lacey discusses the significance of attachment KPIs in the aesthetics industry, emphasizing the importance of educating clients rather than selling to them. She shares strategies for maximizing revenue through attachment rates, the challenges of recruitment and maintaining a strong team culture, and actionable steps for practices looking to scale from one million dollars to five million dollars in revenue. They also emphasize the need for a supportive environment that fosters team engagement and client trust, ultimately leading to increased patient frequency and satisfaction.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Performance-based compensation can significantly increase revenue.Building a strong culture is essential for sustainable growth.Investing in team development leads to better performance.KPIs should be used to track growth and success.The front desk experience should feel luxurious and welcoming.Consultations are vital for understanding client needs.Clients should feel valued and educated about their treatments.Wellness trends present new opportunities for medspas.Attachment rate is a key performance indicator for success.Creating a comprehensive treatment plan enhances client trust. Attachment KPIs are crucial for maximizing client retention.Educating clients leads to better engagement and trust.Revenue can significantly increase with higher attachment rates.Team culture and recruitment are vital for practice success.Scaling from one million to five million requires a focus on team dynamics.Client education should be ongoing throughout the visit.Utilizing vendor relationships can enhance service offerings.Creating a rewarding environment for employees boosts morale and performance.Dynamic scheduling can optimize room and provider utilization.Understanding client needs is key to providing tailored services.Medical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

What are KPIs? What to track, why it matters, or how to look at your marketing without spiraling over likes and followers.   This episode is really about zooming out and looking at your marketing like a whole system and not just individual posts.   In this episode I talk about: What KPIs actually are and why they matter beyond social media Why follower count alone doesn't tell the full story What numbers I personally track across social, email, podcast, and revenue The difference between AI reporting data and a strategist interpreting it How to tell the difference between real signals and noisy metrics   Resources mentioned: Metricool   Book a Free Call: https://beesimplified.com   Let's Connect: LinkedIn: https://www.linkedin.com/in/biancamarissasmith/ Instagram: https://www.instagram.com/beesimplified  

Join us March 4 for a free web class with Matt Risinger on attracting reliable staff during a skilled labor shortage. Register now: https://trybta.com/HIMR26To learn more about Breakthrough Academy, click here: https://trybta.com/EP261 Grab your free Project Manager Hiring Resources here: https://trybta.com/DL261Most contractors don't struggle to find work. They struggle to find the right people to run it.In this episode of Contractor Evolution, we're releasing a talk Danny did at Build Show Live. In just 60 minutes, he breaks down the exact recruiting system he's seen hundreds of contractors use to hire highly successful project managers across various industries.This conversation is a deep dive into why most PM hires fail, why “posting a job and hoping” no longer works, and how to build a recruiting funnel that consistently attracts A-players — even in a tight labor market.Danny walks through:How to define an Ideal Project Manager Profile (and why most contractors skip this step)Why most job ads repel top talent, and how to rewrite them to stand outThe 20-minute interview setup call that eliminates no-shows and bad fitsHow to run behavioral interviews that reveal how someone performs under pressureActive recruiting tactics that give you control instead of waiting on resumesWhen it actually makes sense to use recruiters (and when it doesn't)If hiring a strong Project Manager would unlock growth, reduce stress, or finally get you out of the day-to-day, this episode will change how you think about recruiting.00:00-Intro01:01-Four Principles of Project Management and Danny's Background04:04-Red Flags and The Four Systems to Discuss07:36-Employment Agreements, KPIs and Goal Setting & Review (GSR)20:33-Project Communication Plan and Status Updates29:49-Proper Use of Software and Hiring Project Managers37:58-Growth Seen in Breakthrough Academy Businesses and The Contractor Growth Method42:19-Takeaways, Implementation and Audience Questions

Your team doesn't fail because they don't care. They fail because you broke the rhythm.Strong operations run on a rhythm.Cadence, not urgency.Regular meetings.Consistent reporting.Predictable check-ins.That's not bureaucracy.That's stability in a volatile environment.Cadence reduces cognitive load.People stop guessing.They know when decisions are made.They know when issues get reviewed.They know when priorities reset.When cadence breaks, chaos fills the gaps.And humans fill gaps with stories.Usually bad ones.Usually wrong ones.That's how culture erodes without anyone “doing” anything.When everything feels urgent, nothing is truly important.That's the whack-a-mole manager.Everything is a priority.So nothing gets finished.The team gets worn down.The operator gets reactive.The outcomes get mediocre.What does cadence look like in multifamily operations?It means your team can predict the week.Daily huddle for blockers.Weekly scorecard for KPIs like occupancy, delinquency, traffic, renewal pace, work order aging.Monthly priorities reset tied to NOI, resident experience, and asset plan.Here's the tip you can run today.Pick three outcomes for the day.Not ten tasks.Three outcomes.Do the three.Repeat tomorrow.If something carries over, it earns a slot the next day.That forces trade-offs.That forces focus.Your onsite team doesn't need more motivation.They need fewer competing signals.Cadence is how you give it to them.Build your cadence this week. Put it on the calendar. Protect it like rent roll, because your rhythm is what keeps your team out of chaos.MultifamilyCollective Blog: https://www.multifamilycollective.comThe Daily Collective Book: https://amzn.to/3YI6BDaHosted by: https://www.multifamilymedianetwork.com

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

Leaders today are drowning in meetings, email, reporting, coaching, planning, performance reviews, and constant firefighting. The real issue isn't whether you're busy—it's whether your time, talent, and treasure are being invested in the work that keeps you effective now and promotable next. Why do leaders feel more time-poor even with better tech? Because faster tools have increased expectations, not reduced workload—and they've made "always on" feel normal. The smartphone, Teams chats, dashboards, and instant messaging don't create time; they compress response windows. Post-2020, hybrid work accelerated this, and the global 24-hour cycle became the default for many multinationals, while SMEs often feel it even more because leadership bandwidth is thinner. In markets like Japan, where consensus and alignment matter, leaders can get pulled into "just one more check-in." In the US, speed can dominate; in Europe, governance and process add another layer. Different pressures—same outcome: leaders feel behind, anxious, and exposed to FOMO. Do now: Identify the 2–3 activities that create strategic leverage (not just motion), and block time for them daily—before the inbox wins. Where should a leader spend time when they're far from the frontline? Spend your time building an "insight engine" through people, not trying to personally touch everything. As organisations scale, you operate through others, and the risk is losing texture: you weren't in the client meeting, you didn't hear the objection, you only see the numbers after the fact. Executives at firms like Toyota solve this by turning frontline intelligence into a system—structured feedback loops, customer listening routines, and disciplined reporting rhythms. Contrast that with a startup: founders may still be close to customers, but chaos can make signals noisy. Either way, leaders need an intentional method to "see the battle" without being everywhere. Do now: Create a weekly cadence: one customer story, one frontline barrier, one competitor insight—delivered in a consistent format by your team. How do I stop being trapped in meetings, email, and rework? You don't win back time by working harder—you win it back by redesigning decisions, standards, and accountability. Meetings multiply when decision rights are unclear. Email explodes when priorities aren't explicit. Rework grows when "good" isn't defined and coaching happens too late. Use the same discipline you'd apply to financial controls: define what decisions sit with you vs your direct reports, set quality standards, and coach early. A multinational might formalise this with governance; a small business can do it with simple rules and a one-page "definition of done." Tools like Slack can help visibility, but they can also create another stream of noise if you don't set norms. Do now: Cut or merge recurring meetings by 20%, and replace them with one clear decision log and one weekly coaching slot. What's the "Pluto problem" in leadership, and how do I avoid it? If you stop learning, the world will reclassify you—even if you're still working hard. Pluto didn't move; the definition changed. In 2006, International Astronomical Union changed the criteria, and Pluto became a dwarf planet. Leadership works the same way: the pace of change shifts the job description under your feet. What worked pre-smartphone, pre-AI, or pre-hybrid may now be insufficient. Strategy cycles shorten. Stakeholder expectations rise. Communication channels multiply. Leaders who don't refresh their thinking risk becoming "dwarf leaders"—still present, but no longer the best fit for the next challenge. Do now: Pick one capability to rebuild this quarter (strategic thinking, coaching, executive presence, sales leadership) and measure progress monthly. How can leaders keep their talent current without going back to business school? Treat professional education like fitness: small, regular sessions beat occasional "big bursts." Executive programmes at Harvard Business School, Stanford Graduate School of Business, and INSEAD can be brilliant—but most leaders don't need another credential as much as they need consistent skill renewal. Since the mid-2000s, business changed fast: Facebook launched in 2004, Google went public the same year, Twitterarrived in 2006, and Instagram in 2010. That reshaped attention, branding, recruiting, and leadership communication. Do now: Schedule 60 minutes a week for learning, and 30 minutes a week to apply it with your team—otherwise it's entertainment, not development. How do I spend "treasure" wisely on development and avoid bad training? Buy learning the way you buy investments: verify the assumptions, not the hype. We have more free and low-cost options than ever—previews, reviews, sample modules, peer recommendations. That's a gift, but it also means more low-quality content. Example: the popular "55/38/7" presentation rule gets misquoted constantly. Albert Mehrabian found those ratios apply in narrow situations—when words and nonverbal cues conflict—yet some trainers present it as a universal rule. If a provider can't explain the limits of their own claims, don't hand them your budget. Platforms like LinkedIn Learning can be useful—if you evaluate the instructor credibility and relevance to your market and role. Do now: Set an annual learning budget, test with samples first, and prioritise training tied to measurable KPIs (team output, quality, retention, sales) Final wrap Leadership is a constant trade: you can't do everything, but you can do the highest-value things—consistently. Guard your time with systems, rebuild your talent with habits, and invest your treasure with discernment. The goal is to stay modern, stay credible, and stay promotable. Optional FAQs How many hours per week should a leader invest in learning? One focused hour weekly plus a short application session usually beats sporadic full-day training for retention and behaviour change. What's the fastest way to reduce meeting overload? Clarify decision rights, cancel low-value recurring meetings, and replace status meetings with a consistent written update. How do I know if training is credible? Look for clear scope limits, evidence quality, relevant case examples, and outcomes tied to KPIs—not just confidence and catchy stats. Author bio Dr Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie "One Carnegie Award" (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, he is certified to deliver globally across leadership, communication, sales, and presentation programmes, including Leadership Training for Results. He has written several books, including three best-sellers—Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery—along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban "Hito o Ugokasu" Rīdā (現代版「人を動かす」リーダー). Greg also publishes daily business insights on LinkedIn, Facebook, and Twitter, and hosts six weekly podcasts. On YouTube, he produces The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews, widely followed by executives seeking success strategies in Japan. 

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

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

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

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

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

Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreScaling a company doesn't break because of a lack of ideas, but because instinct doesn't scale.In this episode of Move the Needle, Chris Savage (CEO & Co-Founder of Wistia) walks through the evolution from founder-driven decision-making to building a real operating system for scale.From choosing a single ICP when growth was already strong…- To installing a tri-annual planning cadence- To distributing ownership across teams- To using AI to compress execution cyclesThis is a masterclass in turning momentum into predictable growth. If you're a SaaS founder or GTM leader trying to scale without chaos, this episode is for you.

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

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

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

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

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

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

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

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

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

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

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

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

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