Podcasts about kpis

Is your practice generating more revenue while leaving you with less money? Are the team members you hired to create freedom actually increasing overhead, creating bottlenecks, and draining your profit? Dr. Lauryn sits down with Dr. Mark Mouw to examine why growing a practice does not automatically mean building a profitable or sustainable business.Dr. Mark shares lessons from more than 24 years of hiring associates, replacing himself in patient care, expanding services, and developing a high-performing team. They discuss compensation models, meaningful KPIs, transitioning away from a personality-based practice, and using virtual chiropractic assistants for insurance verification, lead follow-up, scheduling, and administrative work. This conversation will help clinic owners reduce payroll bloat, protect their in-office teams from burnout, and build practices that provide greater financial and personal freedom.Key TakeawaysPractice growth must be measured by profitability, not revenue alone. Clinic owners need to understand their payroll, cost per visit, average collections, profit margins, and meaningful KPIs before adding more people or services.An associate doctor cannot succeed without the right positioning, systems, and compensation model. Patients should be introduced to another qualified doctor, not “the associate,” while the owner remains responsible for creating demand and transferring trust.Expanded services can improve both patient outcomes and practice profitability. Laser therapy, decompression, supplements, and other offerings must remain congruent with the clinic's philosophy while helping patients receive better results.Virtual chiropractic assistants can reduce payroll bloat and employee burnout. Insurance verification, lead follow-up, scheduling, administrative work, and other non-patient-facing responsibilities can be delegated so the in-office team can focus on relationships, leadership, and patient care.Guest BioDr. Mark Mouw is a chiropractor, practice owner, and business leader with more than 24 years of clinical and entrepreneurial experience. After building a successful patient-centered practice alongside his wife, Dr. Mark developed extensive experience hiring associate doctors, creating scalable systems, expanding services, and building teams that allow a clinic to grow beyond its owner. As a co-owner of Chiro Matchmakers, he helps chiropractic practices find the right associate doctors, chiropractic assistants, and virtual chiropractic assistants for their specific needs. His mission is to help chiropractors build winning teams, serve more patients, improve profitability, and create greater freedom within their practices.Real People, Real Affordable: Hire a High-Caliber Virtual CA from $9.87/hr. Check out Chiro Match Makers now!Follow Dr. Mark on InstagramResources:Rich Doc Summer Series: A FREE summer training lineup for docs ready to use AI, systems, and strategy to create more freedom from the clinic. Register for one, two, or all three. Add 30-day replay access for $47 for all 3.Find all things Dr. Lauryn B including ways to work with herFollow Dr. Lauryn: Instagram | Facebook | LinkedInFollow She Slays on YouTubeMentioned in this episode:Holistic Marketing HubThis episode is sponsored by Holistic Marketing Hub. Created by marketing strategist Molly Cahill, it's a proven Instagram system with a 500+ caption content library and a step-by-step curriculum that's helped 400+ chiropractors, acupuncturists, and other health pros fill their practices with right-fit patients. Enroll Now!Holistic Marketing HubINSiGHT CLAThis episode is brought to you by the INSiGHT scanning system from CLA, the tool that helps chiropractors show patients objective neurological data so the value of care becomes clear, fueling conversion, retention, and growth. She Slays listeners get preferred pricing, affordable financing, and a free Getting Into Scanning guide.CLA (Current)Clinic MindClinic Mind is the all-in-one EHR and practice management platform built for chiropractors — billing, documentation, scheduling, and patient follow-up in one place, whether you run a cash practice, take insurance, or are scaling to multiple locations. She Slays the Day listeners get an exclusive offer.Clinic Mind

Most breweries have a financial operating system problem. What I mean by this is that financial statements arrive too late, budgets get ignored, department managers don't know what numbers matter, and owners end up carrying the financial burden alone. In this episode, I walk through a practical four-step framework for installing a Brewery Financial Operating System to solve this problem. You'll learn how to build financial confidence across your leadership team, create a meaningful annual financial plan, establish department KPIs, and implement weekly financial huddles that turn numbers into action. If you want your brewery to become more profitable, improve cash flow, and make faster, better decisions, this episode will show you where to start.Key TakeawaysThe four pillars of a Financial Operating System. Learn how financial literacy, annual planning, department KPIs, and weekly financial huddles work together to create accountability and improve performance.How to create financially confident leaders. Understand why every department manager - not just the owner or accountant - should know how their daily decisions impact profitability and cash flow.How to connect strategy to execution. See how one primary financial goal cascades into department-level KPIs that teams can measure and improve every week.Why weekly financial huddles change everything. Learn a simple meeting cadence that keeps everyone focused on results, identifies problems early, and creates a culture of continuous improvement.ResourcesLearn more about the 90 Day Brewery Financial Reboot ProgramGet the Brewery Profit Brief. Weekly tips, tactics and best practices to build a financially resilient brewery.This episode is brought to you by Secret Hopper. One of the hardest things in the beer business is seeing your business through your customer's eyes. Secret Hopper helps breweries uncover what guests actually experience from first impressions and service to cleanliness, atmosphere, and whether guests are likely to come back. Their mystery shopping and customer feedback tools give you practical insights and action steps to improve the guest experience and drive repeat visits. To lReady to transform financial results in your beer business? Learn more about the Beer Business Finance Association, a network of owners and managers working together to build more profitable companies. 

It's a common trajectory: Dental schools create great dentists, but they don't create good business owners. Kiera shares three critical (but attainable!) tips for creating a profitable, scalable, and enjoyable practice, so doctors can continue doing the work they love. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera. And today I'm excited to chat with practice owners, office managers, and to kind of just talk about like what every practice owner should know. But I think a lot of us learn that too late. Myself included, I feel like business owners, I feel like we are great at our craft, but at business we learn it a little too late. And so I think that like I looked at all of our students at Midwestern and they learned how to be great dentists, but they didn't.   learn how to become great business owners. And we hear this all the time. I'm not saying anything new. I just think that a lot of practices hit ceilings because it's not their clinical skills. It's the business outgrows their knowledge. It's like, hey, take me to the moon. You're like, I've never been to the moon. And so I think just being able to help practice owners today realize in office managers, like leadership systems and financial decisions really are like the core. That's why we call it the yes success model. So you, that's the leadership,   systems and earnings. Like that's really what makes up a successful practice. But I feel like that feels so easy. But I want to just walk through like what are three things that every business owner needs to know to have a profitable, scalable and enjoyable practice. You guys the Dental A Team like we work with hundreds of practices across the nation from startup practices to multi-million dollar offices. And what I realize is the challenges are all the same. Like it's fundamentally stays the same. It just gets bigger or smaller based on the size of practice that you're in. And so   I think so many people know how to work really hard. I think so many people outproduce their problems. I think so many people they just it I hear all the time when people are calling to work with us, like Kiera, I just don't know what I don't know. And so today I just want to go through like, let's just talk about three things that I feel like every single business owner needs to know and some tactical ways that you can implement this. So hopefully it takes you from being stuck to unstuck. If you've heard this in the past, maybe you're hearing it at a different time. I know for me these are three fundamentals that I go back to no matter what phase of the business I'm in.   No matter what size of practice I'm in, none of that. So number one is going to be your leadership is like completely the like growth of your business. And your business will never outgrow your leadership. And so your business is a reflection of you as the leader. I remember reading Jocko Willink's book about that extreme ownership. And it was like everything about your business is a reflection of you. And when so when I'm frustrated of the systems or the scalability or the lack of accountability, that's me. And so when we have that.   I hate this, but I love this. Is where can we get consistency? Where can we stop the firefighting? Where can we like make sure that we've got stronger accountability? And where can we make sure that the doctor's not carrying everything? Because I think so many doctors are like, I'll just do it. I got this. Like, I I'm a hard worker. I know how to GSD. I know how to get through this. But I'm like, okay, we've got to figure out how like being a leader is not just a title. How do we create more clarity and how do we create more consistency? And how do we develop leaders and owners within our organization?   And so for this, like when I look at our leadership and how for you not to get stuck in that, like being a great leader is being able to make hard decisions. Being a great leader is how do I create clarity and consistency for my team? Being a great leader is how do I make sure that my team understands the numbers and we use those numbers to guide our decisions. we were going through a whole list the other day of of topics of leadership. And I was like, gosh, I like leadership is   It's a journey. It's an evolution. It's not something that you just do overnight. and I think about Kiera as a leader when I first started and she was erratic. I was like, I was turbulent. I had so many pieces. but leadership is maturity. it's how do I get people to buy into a vision? How do I rally them and how do I get them to buy into a vision? How am I to be a CEO versus a manager and really understanding the difference of those two hats? How do I have time management where I   Truly focus on the most important things, not just because I'm capable of doing it, but because I'm the only one that can do it. How do I delegate and work through my team? How do I like learn people and work to their strengths and work to their superpowers? Working through my team, not just working with my team, using my team. How do I have the art of influence? How do I grow my team members into incredible people? How do I see that potential when I'm hiring? How do I hire better? How do I figure   like leading, managing, and holding people accountable. How do I have consistency? How am I an example, but not the one who has to do everything? how do I value my team? Do I see them as an asset or a liability? How do I help my team feel valued without being the one who does it all? Like there's a there's a there's a great quote over here today that says I cannot give you the formula for success, but I can give you the formula for failure, which is try to please everybody. And that's by Herbert Swoop. And I thought about that as I was prepping for the podcast today of   That's I think in leadership where I'm not trying to please everybody. I'm going to make decisions that upset people, but I'm always going to make decisions that are in the best interest of the business. how do I own my mindset and make sure that I'm showing up with that clear, sharp mind? How do I have like mental health and grit and make sure I'm having that? What about creating culture, getting a team of ownership, having like my office manager, doctor, duo and having that relationship? What about performance management of my team?   So when I look at this and I think about this, like leadership, like you developing and growing as a leader. And I think that when I go back to this of like a lot of owners just think like I owned it, I got the title of a leader. But leadership is this evolution and this journey. It's becoming, it's evolving. It's all those pieces I listed off, and yet it's not a, it's not a checklist. Like, how do I learn to listen and not react? How do I learn to have my team come up with solutions rather than me?   So I rattled off a lot and all those can hit people at different phases of business. And I believe that I can check one of those off and then I can move. And then my team will double in size or our business will double in size. And I might have to go back to the beginning and the basics again of like, all right, I gotta figure out again how to work through my team. we went from having where me and our team was doing it to where now we're bringing on the C suites and the leader I need to become to manage a C suite versus the leader I needed to be.   Run when Tiff and I were just running the business together. The way I act and interact with my EA and personal assistant today versus when I first had one. It's an evolution. It's a leadership. It's an evolution of who you are. And so it's how do how do we become better at leadership? And I would say listen to podcasts, read books. some I I go back to fundamentals. I read the go giver constantly, I read traction a lot. It's so but boring. Like, sorry, Gino, it's very boring.   read the book, How to Be a Great Boss, Crucial Conversations, Discipline Without Punishment. Those are just some great books, but also look at great leaders and what do they do. For me, I'm a big mimic and mirror. So I talk to people, I talk to dentists that have really great cultures. This is why I love our mastermind group. I bring the best of the best of the best together. And I know because we work with all of them and I know our dentists personally, I have a lot of my great core leaders that I know are just dynamite leaders.   I have them share what do they do? How do they have it? How do they have performance reviews? How do they give cr like critical feedback? Some of the dentists early on in my career. I had them practice these conversations with me, like literally would have to send me voice memos. Practice your leadership skills. Use a consultant. Let's talk through how we're gonna have this conversation, how are we gonna talk to our team about this? But really I think like if I break it down to the nuts and bolts, it's how do I get a team to buy into a vision? How do I make sure that we hold accountability and ownership?   And how do I make sure that I maintain consistency and clarity? I think if I boiled it down and that's a rift on my own side, like not prepped, those would be the pieces I'd boil down. And so how do you become a stronger leader in those areas? And again, there's just indecision is worse than a wrong decision. And so just making those decisions, being more confident in yourself. someone once said like 2.0 is sitting here, and I think about Kiera 2.0, like she wasn't born, she was created.   Leaders are not born, they're created. You've got to like flex and strengthen that leadership skill because your practice can never outgrow your leadership. And if you want to get to the next level of growth, whether that's financially, whether that's profitability, you have to flex and become a different leader. If you've got pure chaos in your office, that's you. If you've got people who aren't falling through, that's you. And that doesn't mean you have to go fix it. I mean, that's you tolerating that. And that's the standards of your practice. Your business will always fall, not to what you say, but what you tolerate.   And so being that leader that raises the standards, I this year I was annoyed. I was like, okay, we're going for outcomes over activity. I realized I was tracking activity, but that's not moving our company forward. We need to be tracking outcomes. Our team is flourishing. But me as a leader, I need to be looking down the line and seeing, and I need to be developing myself as well. I go to the gym, I put myself into a complete fitness competition where I wanted to get to my best physical, like PRs, physical fitness. I went through   A cut. I've never done a cut before. I push myself physically, mentally, often because to me that's a a different pressure test that's gonna sh like allow me to show up better as a leader as well. So it doesn't even have to just be within your practice. Discipline at the gym, discipline in working out, discipline in how you show up, discipline in how you eat, those things are going to make you a far superior leader. I will tell you.   Going through a cut where I had the least amount of calories, I was the strongest, most sharpest leader I've ever been. And I was exhausted. But I knew I needed to show up and I needed to be stronger and I needed to think better ways. So those are going to be some zones hopefully that will help you on leadership. The other one that I found that a lot of people miss is we talk about so often, but systems truly do create freedom, not restrictions. And I think people think that they need to have really strong and lots of systems. And even our team was doing this, but realistically.   There's just a few core systems that need to be in place. There's not a lot of systems that actually need to be there, but they do need to be consistent. They do need to be scalable, and they do need to be followed through on. And so when we look at it, our team was going through and there's there's business fundamentals like core value, vision, mission, org chart, meeting cadences, figuring out our BAM, figuring out our projections, looking at our overhead. Like those are business fundamentals. And then there's systems. And we actually broke it down and we're like, gosh, if we just put into place like 10 core.   Most things are going to get better. Most things are going to get fixed. Most things are going to get resolved. But they're not sexy. They're not fun. They're not things that I'm like, my gosh, like, let me get on a podcast and tell everybody, like, let's just fix these seven items. But that's all it really is. But I think that what happens is we want to continue to scale. We want to continue to build. For me, I want to reinvent, reinvent, reinvent, reinvent. But that's actually not something that's going to grow us. And so it's like,   Just having KPIs that we track and monitor and we use those to make our decisions, having a solid morning huddle with an agenda, following set meeting cadences, having proper handoffs, having a proper scheduling protocol, having case acceptance protocols, having a collections protocol, working on new patients and referrals, having a period protocol, recare reactivation. Like those are really core items that if you have those systems where you follow them and we scale them and everybody's doing it the same way, 95% of your problems get fixed.   Of course, there's other ones. There's hiring, there's onboarding, there's leadership, there's all these other ones. But I think so many people don't want to just be at the basics. We want to reinvent the will. We want to do these things, like have job descriptions at the end of days. Like just do it. It's boring. It's not fun. People are like, wow, wow. We have to have a a morning huddle prep sheet. Why do pilots have checklists? Like the checklist manifesto. They create freedom, they create predictability, and they create systemization. That's all you need to do.   And I found that when offices follow it, when we have it in place. And for me, I also don't want systems to be something that people have to remember. How can I have it as a true system like Chick-fil-A where their burgers come out with three pickles every single time? How do I make sure that our schedule has the same system every single time? How do I make sure that our our handoffs have the same thing every single time? And I don't have to hope that 15 team members remember it. We're gonna put this in to where we have it consistent every single time, no matter who's doing it, no matter what new team member comes in.   That is scalability with systemization. And so have it documented, have it simple, have it repeatable. That's gonna get duplicated. So I think for offices, systemization really that that's the core. That's the systems. It's not sexy, but it is very, very effective. And then the third things that I think a lot of people don't realize, including myself, is you have to know your numbers better than anyone else. That's better than your CPA, better than your financial advisor. You have to know, and that's not just production, that's profit. Like I remember someone said,   production feeds the ego, profit feeds the family. And I think about this all the time. Like, you have to know your production. And I'm talking net, not gross, your collections, your overhead. Then within your overhead, like what is our payroll? What is our supplies? What's our marketing? What are our labs? What's our profitability? And then what's our billing and our AR? You know those numbers. You're solid. You can make so much stronger decisions. You don't, you have financial surprises, you make poor decisions, you're on reactive rather than proactive.   You grow, but you don't have profit. Like, I can't tell you how many offices I've that are singing the five, six, seven, eight million and they have no money. And I'm like, golly, you're making so much money, but you don't know how to keep the money. You gotta make the money and you gotta keep the money. All right. Like that's what we gotta do. So you have to make sure that our profit is there and we can't be willy-nilly. To me, you guys know I talk about the MMs. I do money and meditation in the morning. So triple for you morning, meditation, money. Look at it every single day. Look at your P and L.   If you don't know your overhead and your profit right now without looking, you gotta know it better. You have to. And that's a doctor and an OM. You must know this number. This number creates all the drive. Profit is the only number I actually care about. Like I can sit here, we can track all the KPIs, so many things, but if your profits down, everything else in your life is hard. Your profits up, most things in your life are really easy. Money solves a lot of problems. And so let's have profit. Let's have like I'm stressed out, I'm moving my hair around. Like   I don't enjoy this. This stresses me out because you've got to know your numbers better than anyone else. You don't sit here and lie, if your CPA is not delivering to you by the second of the month, like the second week of the month, get a better CPA. Like they work for you. You have to know your numbers. You have to be confident in them. And if things fill off, challenge it, question it until it gets right. Don't just sit here haphazardly. That is not a strong business owner. This one fires me up more than anything because I used to not know my numbers. My husband was like, Kiera, I don't get it. Why are you broke? And like,   I don't know. Well, I learned this great thing about AR. I had like a hundred grand sitting in AR that I didn't know about. We weren't collecting properly. You better believe I fixed that real fast to where I'm never gonna be in that situation again. And you layer by layer by layer, you get more and more and more financially savvy, but you have to know your numbers better than anyone else. You know your production numbers or so, I hope. If you don't know that number, but do you know your collections? Do you know your collection percentage? Do you know your overhead? Do you know your payroll percentage? Do you know your supply sip? If you don't,   You must learn that. So I'll get off my rant. But this was funny. They said production is a vanity, profitability is a reality. And I think that that's a good anchor line of yes, it is. Profitability is your reality. So your numbers are gonna tell the truth whether you choose to look at them or not. The truth is always there. Some of us don't want to like get on the scale and say weigh. I had a great trainer tell me, she's like, Kiera, that number means nothing other than giving us data and information. It's not my   Self-worth, it's nothing. Just like your profitability is just a number on a scale. It just gives us data. If we spend more money on payroll, this is the number that we get. We make better decisions if we know. But I will tell you, your success, your happiness, your stress is all tied to you knowing these numbers or not. And a lot of people are like, no, no, no, I don't want to. Yeah, right. You're sitting in stress constantly that you don't even realize. So know your numbers. Schedule a monthly financial review. Commit to knowing the story behind your numbers.   Like, do money meditation with me every morning. Just have your bank account on there. Just look at it every morning. Look at your PL every day. I don't care. Do not sit in excuses on your money. You're a business owner, you've got to know this. So I hope that wasn't too much of a rant. But I hope it gave you some good tips on how to have leadership. some good money books. I love Profit First by Mike McAllicks. I also love Money Master the Game by Tony Robbins. That was a long book, but it taught me a lot.   there's some great financial podcasts out there. there's also some really crummy ones. I The Psychology of Money was another great one that I read that was on financial. systems, the checklist manifesto is a great one. Come up for air is a great book. There's several great books based on where you're struggling. But if you notice, this is our yes success model. You as a leader, earnings and profitability, system structure and scale. That's what it is. And every single one of those will give you the yes success model.   You've got to take care of them. You've got to do leadership. You've got to do profitability. You gotta do systems. The yes success model follows constantly. So what part are you the weakest in? What part are you the strongest in? And where do you need to grow? This is the zone like you're not a great practice is not built by accident. It's intentional, it's focused, it's consistent. I had another great trainer. She said, Kiera, it's not about perfection, it's about consistency. That's I don't care if last month you didn't look at your numbers.   I do care if you consistently are not looking at the numbers. You aren't, I'm not expecting perfection, but we do have to have consistency. So how can you have more consistency? And if you're feeling overwhelmed, it doesn't mean you're failing. It just means that you've outgrown the current systems, you've outgrown where you're at, you've outgrown the knowledge. It's kind of like the Wi-Fi symbol. You're just popping up to the next level. And your next level of growth comes from working harder. Like it can, but it usually comes from knowing your business better, leading better, making better decisions with finances. So this is what we're obsessed with.   I love to help you. I love our team to help you. I love you to be a part of our community. We talk about this every single month. We talk about this in person. Come be a part of it. Like for me, I'm not going to get a six-pack without a trainer overseeing me. You might not be able to grow your business without a trainer overseeing you, an advisor helping you, somebody getting you out of the rut, somebody helping you get to that next Wi-Fi symbol. So let's help you out. Reach out. Hello at the Hello@TheDentalATeam.com. You guys, this is your life, your practice. And I feel like these things are not known. I feel like they're kind of known.   But knowing and executing are the difference between winning and losing. Are you just gonna know the facts or are you gonna actually execute on it? The challenge is there, the choice is there, and I hope that you choose to be somebody who executes. Reach out, let's get you out of the hole. Come on, let's do Hello@TheDentalATeam.com. And as always, thanks for listening, and I'll catch you next time on the Dental A Team podcast.  

Dr. Mark Costes presents the 2026 Golden Rhino Award case studies, honoring two standout transformations: Dr. Blake Hamlin and Dr. Collin Myrick, both UT Houston grads who joined DSI feeling successful but stuck and isolated. He walks through their application letters and financial scorecards, showing how each more than tripled their practices in three years—Hamlin from $1.6M to $5.37M, and Myrick from $2.2M to nearly $10M—largely by clarifying their model and vision before scaling. The two then join Costes on stage to unpack how they did it. Hamlin credits a relentless focus on a few core KPIs (reappointment rate, answering every call) and a marketing breakthrough, scaling spend from $5,000 to $45,000-plus a month to multiply new patients while holding overhead steady. Myrick points to vision, mission, and core values as his foundation, plus finding his integrator, Darcy, which freed him to lead as a CEO and say yes to rapid multi-location expansion across his rural Florida hometown. EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

Bryan Driscoll started buying rental properties in Pittsburgh using the BRRRR strategy and quickly ran into the same problem every investor eventually faces, finding consistent motivated seller leads. Instead of competing for the same deals as everyone else, he taught himself paid ads, SEO, and PPC and started generating his own leads. That skill turned into Motivated Leads, a lead generation company that now helps real estate investors across the country find off market deals.   In this episode, Bryan walks through how he scaled his own portfolio to 14 units by staying focused on one zip code instead of spreading himself thin, the biggest mistakes investors make with their marketing, and how understanding attribution and KPIs completely changes how you evaluate a deal source. He also gets into the mindset side of building a high performance business without sacrificing family, and why he believes giving back through things like The Goodness Game isn't charity, it's strategy.   If you're trying to figure out how to consistently find deals instead of waiting for them to find you, this episode gives you the exact framework Bryan used to go from solo freelancer to running a business that fuels his own portfolio growth. Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wjpodcast/ Book your mentorship discovery call with Cory RESOURCESGet business funding - revenued.com/juice

"The price of anything is the amount of life you exchange for it." — Henry David ThoreauHave you ever tied your self-worth to your career success? In our fast-paced world, it's one of the most dangerous traps there is...Brooke Taylor built her career in the high-pressure hallways of Silicon Valley. Yet, despite the external validation, Brooke found herself trapped in a cycle of "manic ambition" and severe burnout. It was a profound personal crisis that forced her to dismantle her own definition of achievement. Today, Brooke is the secret weapon for elite executive women at the world's most influential organizations, including Goldman Sachs, McKinsey, and Uber. Her new book Healing the Success Wound has just been released. In this episode:• How to build a world-class career without destroying your life in the process.• Where your Success Wound comes from—and the exact process to heal it.• Why high achievers mistake success for self-worth.• How to maintain a high-performing career without turning your home life into a second job.Let's WIN THE DAY with Brooke Taylor!_

Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Account Management.   Today, we are getting into something every brand needs to hear - because what you think you know about your media performance might be complete fiction.    We're talking about the 2026 measurement crisis. The moment when the gap between what your dashboards say and what your account shows has become impossible to ignore.    And to help us make sense of it all, we have two incredible guests from the Acadia team with us: Sally Kazin, Head of Analytics, and Ross Walker, Director of Retail Media.   Let's dive in!  Quote: The gap between the dashboard numbers and the ground truth has become impossible to ignore.   Sally Kazin   KEY TAKEAWAYS In this episode, Julie, Jordan, Sally, and Ross discuss: The growing "measurement crisis" in ecommerce, where platform-reported revenue often exceeds actual sales due to duplicated attribution claims across channels Transition from reliable observation-based tracking to a world of estimation and modeling, driven by privacy changes and a fragmented platform landscape The challenges posed by siloed data, platform biases, and engine inflation in retail media and traditional paid channels Widespread overreliance on ROAS as a North Star metric and the pitfalls of "ROAS jail" for both brands and CFOs The limitations and decline of Multi-Touch Attribution (MTA), and why Acadia now deploys a three-pillar measurement framework The importance of glass box (transparent) models over black box or "off the shelf" solutions, balancing science and business art in measurement Pairing MMM with real-world incrementality tests for a self-correcting measurement loop How to communicate with CFOs and senior leadership about marketing impact, translating platform metrics into true business outcomes and incremental revenue The evolution of MMM: from slow, backward-looking models to AI-enabled, forward-looking, and more frequent scenario planning Practical questions for brands to gut-check their measurement strategy, such as verifying if summed platform-attributed revenue exceeds actual sales Common flags of broken retail media measurement, and the need to match ad spend and goals to brand objectives rather than vanity KPIs  

Most LinkedIn users are missing one of the most important analytics updates the platform has released.Likes, comments, and even total impressions only tell part of the story.LinkedIn has quietly introduced a much more valuable KPI inside your analytics: Discovery.Under your impression analytics, you'll now see two categories:• In-network impressions: People who already follow you or are connected to you.• Out-of-network impressions: People who don't follow you and aren't connected to you.Here's why this matters.If the majority of your impressions are coming from your existing network, you're primarily reaching the same audience over and over again.But if a growing percentage of your impressions are coming from out-of-network viewers, LinkedIn is signaling that your content is valuable enough to recommend to people who have never heard of you before.That is how real audience growth happens.In my opinion, this is one of the healthiest KPIs to track because it shows whether your content is expanding beyond your current circle rather than simply recycling within it.Now, that doesn't mean in-network impressions are bad. Your existing audience should absolutely continue seeing your content. But if your goal is to attract new clients, grow your authority, and consistently reach fresh audiences, you want to see your out-of-network percentage increasing over time.Instead of asking, "How many impressions did this post get?"Start asking, "Who generated those impressions?"That's a much more meaningful question.Focus on creating content that teaches, sparks thoughtful conversations, and keeps people reading. When LinkedIn sees people finding value in what you share, it's far more likely to introduce your content to people outside your existing network.Growth doesn't happen by talking to the same people louder.It happens when LinkedIn starts introducing you to the people who don't know you yet.Don't forget to sign up for our FREE LinkedIn Content Roadmap workshop here:https://www.thetimetogrow.com/LinkedInContentRoadmap

---------------------- For our listeners, use the code 'EYECODEMEDIA22' for 10% off at check out for our Premiere Billing & Coding bundle or our EyeCode Billing & Coding course. Sharpen your billing and coding skills today and leave no money on the table! questions@eyecode-education.com https://coopervision.com/our-company/news-center/press-release/coopervision-and-aoa-join-forces-launch-myopia-collective Go to MacuHealth.com and use the coupon code PODCAST2024 at checkout for special discounts  https://www.practiceperformancepartners.com/ Show Sponsors: CooperVision MacuHealth

What if your biggest setback became your greatest catalyst for growth? Today's guest turned a traumatic brain injury into a turning point that transformed her private practice and her life. I'm so excited to share her story with you!I'm introducing you to Karissa Gussmann, a certified Speech-Language Pathologist and the founder of Speech Pathways of St. Johns, a private speech and occupational therapy clinic serving Jacksonville and St. Johns, Florida.Since becoming an SLP in 2011, Karissa has dedicated her career to helping children, teens, adults, and families discover the power of communication. With a background in psychology and speech-language pathology, she blends evidence-based practices with a holistic, family-centered approach that focuses on the whole person, not just a diagnosis. Karissa specializes in supporting individuals with complex communication needs, including autism, apraxia, AAC, developmental delays, speech and language disorders, fluency disorders, and neurological conditions. She believes that communication is so much more than words; it is connection, confidence, independence, and the ability to share who you are with the world.After working across medical, educational, and private practice settings in both New Jersey and Florida, Karissa founded Speech Pathways with the vision of creating a place where families feel supported, children feel celebrated, and therapy is individualized to each person's unique pathway.She earned her Bachelor's degree in Psychology with a minor in Criminal Justice from Monmouth University and her Master's degree in Speech-Language Pathology from Kean University. She is a proud member of the American Speech-Language-Hearing Association and is licensed in Florida and New Jersey.Today, Karissa is still treating, has an incredible clinical director, is converting team members to W-2 employees, and is finally understanding her numbers through KPIs. Her journey is proof that private practice is not for the weak but for those who believe in their purpose, it's absolutely worth it.Outside of being an SLP and business owner, Karissa's favorite roles are being a wife and mom to her two boys. Her mission, both professionally and personally, is helping others recognize their strengths, find their voice, and “kiss your brain” along the way.In Today's Episode, We Discuss:How a parent's offhand comment started it allGrowing a clinic one room at a time, on purposeBuilding through a TBI, nearly losing it all, and finding a reason to keep goingWhat happened when she realized she couldn't be her own clinical directorWhy community has been the secret ingredient behind everything she's builtKarissa is truly living proof that even when the world stops, you can keep going. She didn't have a vision for a big practice, she just had a heart for the mission. And that was enough to build something extraordinary.Her story does not have to be the exception. You, too, can build the private practice of your dreams even when life throws you curveballs.Want to build your private practice to the point where YOU can weather any storm and thrive just like Karissa has? Learn more about our Start Your Private Practice where our coaches can help you set up systems as you shift from clinician to CEO. To learn more, please visit www.StartYourPrivatePractice.comOr, if you already have an existing private practice and you're ready to take it to the next level we'd love to support you inside the Next Level Private Practitioner. You can learn more at www.nextlevelprivatepractitioner.com. Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned:Follow Karissa on Instagram: instagram.com/speechpathways_stjohns/ Facebook: facebook.com/SpeechPathwaysofStJohns/ Check out her website: SpeechPathwayssj.comWhere We Can Connect:Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Follow Me on Facebook: https://www.facebook.com/jena.castrocasbon/

Financial governance is not reserved for large organisations. It starts with knowing your numbers, planning for uncertainty and building habits that support better decisions. In this episode, Cathy Love and Layland Webb unpack the practical difference between a budget and a forecast, and explain why uncertainty is a reason to scenario plan rather than delay it. They also challenge the industry's narrow focus on billable KPIs and explore how lead indicators can create better performance, accountability and support for employees. The episode closes with a listener question about turning an informal business relationship into a clear commercial partnership. Topics covered on financial governance, forecasting and meaningful KPIs: Financial governance through uncertainty: Why NDIS reform, Thriving Kids, cancellations and workforce changes should be built into different financial scenarios. Budgeting and forecasting: How a budget sets the destination while regular forecasting helps business owners respond to what is actually happening. KPIs beyond billables: The difference between lead and lag KPIs, and why behaviour, client satisfaction and employee satisfaction also matter. P.S. If this episode is hitting on pain points you're facing, let's chat. We can support you. Book a 20-minute complimentary call with us, and let's talk about how we can help you achieve your vision for your Allied Health business. Midroll Message: Join the Thriving Providers: The S.E.C.U.R.E. Game Plan Masterclass Connect with Nacre Consulting: Let's connect on Instagram Follow us on Facebook Let's connect on LinkedIn Join our Facebook Group online community More about The Allied Health Business Brilliance Podcast: The Allied Health Business Brilliance podcast (previously known as Private Practice Made Perfect) powered by Nacre Consulting features authentic conversations that offer real-life stories and expert perspectives for Australian Allied Health Business Owners. Cathy Love, our engaging host, gathers wisdom from Allied Health professionals and industry supporters alike. We dive into the real experiences of running and growing Allied Health businesses in Australia, revealing both the rewards and the inevitable challenges along the way. It's raw, sometimes vulnerable, but always valuable. Join us and stay tuned to keep up with every inspiring story and lesson shared.

What separates great restaurant operators from everyone else? According to Firebirds Wood Fired Grill CEO Steve Kislow, it starts with leadership. In this episode of Restaurant Rockstars, Steve shares the leadership principles, accountability systems, and operational disciplines that helped grow Firebirds from just three restaurants to 70 locations across 23 states. Roger and Steve discuss hiring great leaders, creating a culture of meaningful feedback, improving employee retention, tracking the KPIs that matter most, protecting restaurant profits, using technology wisely, and delivering memorable guest experiences without losing the human side of hospitality. Whether you own a single independent restaurant or manage multiple locations, you'll walk away with practical ideas you can implement immediately. ▶️ Watch the Episode: https://restaurantrockstars.com/audio/497-restaurant-leadership-profits/ In this episode: • Hiring leaders who build winning teams • Creating accountability through feedback • Why employee retention is a critical KPI • Protecting profits without sacrificing hospitality • Restaurant systems that drive consistency • Using AI and technology the right way • Creating value that keeps guests coming back Connect with our guest: https://www.linkedin.com/in/stephen-kislow/ https://firebirdsrestaurants.com

Databox is an easy-to-use Analytics Platform for growing businesses. We make it easy to centralize and view your entire company's marketing, sales, revenue, and product data in one place, so you always know how you're performing. Learn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIn this episode, Rick and Pete break down exactly why: the semantic layer, the metric definitions, and the standardized math that make an AI's answer trustworthy instead of a guess. If you've ever wondered why connecting five random MCP servers to Claude doesn't give you the same results as a purpose-built data layer, this is the episode.What you'll learn:Why raw data connected directly to AI can actively mislead youThe three things a system needs (semantic relationships, metric definitions, consistent statistical math) before AI can safely draw conclusionsReal examples of AI skills built on Databox MCP — sales pulse, content performance partner, weekly growth dashboardWhy "just hook up your MCPs" burns through AI credits without getting you a real answer

Cadent President Doug Rozen unpacks the hidden organizational silos and ad frequency nightmares plaguing modern video advertising at Cannes. Discover why shifting from audience persistence to contextual TV and total video planning is the ultimate fix for bruised brand performance. Key Highlights

Want to launch a premium, high-margin consumable brand and work with us to bring it to market? Get on the waitlist for our next cohort: ► Capitalism.com Bootcamp: https://capitalism.com/bootcamp I sat down with Djamel, the co-founder of Organifi, who grew a superfoods brand from $1 million to $100 million in about four years. We break down exactly how it happened: a premium, high-margin product, affiliates paid 75% commissions when the rest of the industry paid 5%, customer data poured into Facebook ads, and the team and systems that turned a scrappy launch into a nine-figure business. None of this was an accident. It was manufactured, and you get the whole playbook. (0:00) The $1M to $100M question, with Organifi's co-founder (1:00) Where it started: Drew Canole and the done-for-you green juice (3:00) Going out of business: the data-driven Hail Mary launch (4:00) The decision that set them apart: making it actually taste good (6:00) Sold out in three days, and presales became a crowdsourced capital raise (7:00) Building the whole thing on Infusionsoft, before Shopify existed (8:00) The takeaway so far: build a small audience and aim for a $10K launch (9:00) The first million saves the company, then the audience taps out (11:00) ClickBank comes calling: first supplement, and the launch that blew up (14:00) Influencer marketing before it had a name, and the TikTok Shop parallel (15:00) The 75% commission unlock: pay affiliates like digital, win on the back end (17:00) How aggressive commissions took them to $5 million (18:00) Turning customer data into Facebook ads that scaled them toward $20 million (20:00) Why did everything work? The numbers made sense (22:00) Why margin matters: build a premium brand and race to the top (23:00) The hate for a $70 greens powder, and why premium customers are easier (25:00) Building the movement: community as the premium moat (29:00) From $20 million to $100 million: becoming a real operational business (30:00) Stacking traffic channels, and the podcast-ad advice that opened a new one (33:00) The systems behind the scale: EOS, OKRs, KPIs, and dashboards (34:00) Becoming a leader: from wrecking ball to human (37:00) The two hires that mattered most: his CMO and COO (41:00) Incentive plans: phantom stock valued against the future goal (44:00) Walking away from capital three times, and the "bladder rule of finance" (46:00) The chaos behind the scenes: algorithm swings, lost influencers, tight cash (48:00) Exiting without selling: replacing himself, burnout, and rediscovery (50:00) His $1M-to-$100M playbook: data, team, problem-solving (52:00) The belief you have to manufacture (55:00) Why the entrepreneur bug never leaves DISCLAIMER: The information contained on this podcast and the resources available for download/viewing through this podcast for educational and informational purposes only.

Enterprise brand campaigns frequently struggle with inefficient audience targeting and poor match rates when relying on static data segments. Dharmesh Patel, Global Curation Strategy Lead at OnAudience, breaks down how multi-source identity graphs and supply-side curation are transforming programmatic media buying across the open web.Key tactical themes covered:Connecting 12 data sources within an ID graph to evaluate recency and frequency signals.Activating audience data at the SSP layer to optimize match rates and campaign KPIs.Using AI query agents to translate 25-page strategy documents into targetable ad segments.Preparing adtech architecture for automated bot-to-bot (MCP to MCP) system interactions.Embedding audience data early in creative planning to bridge the gap between creative and media execution.Dharmesh Patel is the Global Curation Strategy Lead at OnAudience (Cloud Technologies), overseeing global curation models, taxonomy strategy, and programmatic data partnerships.Connect with our guest:Follow Dharmesh Patel on LinkedIn: https://www.linkedin.com/in/darthmesh/Explore OnAudience : https://www.onaudience.com/Simplify Paid Media Process with Strike Social: https://strikesocial.com/guaranteed-paid-social-media-ads-outcomes/Connect with Host Dylan Conroy: https://www.linkedin.com/in/dylanconroy/

I'm talking to Bhaskar Sunkara, CEO of bicycle.AI, which provides an AI analyst product designed to monitor revenue-critical KPIs, investigate the business and technical drivers behind KPI changes, and take a “governed next step.” Bhaskar explains why analytics products often fail when they overwhelm users with telemetry instead of focusing on the signals that matter. Drawing from his experience as founding CTO of AppDynamics, he shares how his team moved from low-level technical monitoring to business transactions like logins, checkouts, and bookings. The key lesson? Start with the right metric at the right level of granularity, then use deeper technical analysis to explain why something changed.   Bhaskar also breaks down how bicycle.AI serves multiple audiences inside an enterprise. Business leaders want measurable outcomes, KPI owners need answers about what changed and what to do next, and data teams require trust, governance, and traceability. He explains how, in order to support these different users, Bicycle separates product experience into four core surfaces: pull features like dashboards and chat, and push features like alerts and data stories. Alerts further help operational users respond quickly to KPI changes and data stories provide executives with strategic narratives around trends, causes, and business impact. During our chat, Bhaskar also draws a line most AI products blur: be explicit about which findings are deterministic and which are only a theory. He connects this directly to my CED framework, separating the conclusion from the evidence from the underlying data, and argues that how much you automate should be governed by one question: how costly is being wrong?   I also probed Bhaskar about their moat. He's learned that enterprise adoption requires winning over both executives who care about revenue impact and analytics teams that need confidence in the system's recommendations. Bhaskar also explains why their long-term advantage comes from the DEAL framework: Detect, Explain, Act, and Learn. By continuously incorporating validated decisions, business context, and customer-specific knowledge, the platform becomes more useful over time. We finish up with his advice for fellow analytical AI product founders, including why AI makes user experience more important, not less: it is the connection between agents, decisions, humans, and accountability.   Highlights / Skip to: Making the invisible feel urgent enough for customers to buy products (2:41) How to avoid creating the ‘metrics toilet' when the system can do so much (6:56) Designing for the end-user versus the buyer, especially during the POC phase (12:20) Thinking about the product's design in a way that ensures Bicycle's business value is obvious (15:38) How bicycle.AI's “push” and “pull” features help stakeholders see value (20:54) Getting their first 20 customers (25:19) What Bhaskar got wrong: over-rotating on the business buyer vs. the analytics team (32:23) The homework a build-anything horizontal platform imposes on customers (and Bicycle's vertical antidote) (34:30) Bicycle.AI's moat: compounding institutional knowledge (36:08) DEAL: Detect, Explain, Act, and Learn (40:46) How they designed the UX to reduce time-to-value during onboarding/setup (44:51) Bhaskar Sunkara's advice for other analytical AI founders (and why AI makes UX even more important to address) (47:47) Links bicycle.ai  Bhaskar Sunkara's LinkedIn  My CED framework for advanced analytics products that Bhaskar references in this episode

In this episode of Coach's Corner, Caitlin Embree interviews Paul Lowry, co-founder of Dental Menu, to solve one of the biggest bottlenecks in dental practice management: failing in-house membership plans. While dropping insurance is a common goal, data shows that unmanaged cash-pay patients only have a 12% retention rate over five years, compared to 64% for insured patients.To achieve sustainable dental practice growth, practice owners must treat their membership programs like true subscriptions (e.g., Netflix or Amazon Prime) rather than one-off "Groupon" discount bundles that cause renewal gaps. Poorly administered plans not only create massive administrative headaches but also artificially lower your practice valuation by forcing you to zero out production or write off massive adjustments.Here is your blueprint for upgrading your dental practice management through a properly structured membership plan:Stop the "Discount" Mindset: Shift from selling a bundled package of cleanings to an auto-renewing subscription model to prevent patients from lapsing for months at a time.Fix Your Accounting: Stop adjusting membership preventative care to $0, as it destroys your KPIs. Dental Menu uses a separate bank account to process monthly fees and generate internal EOBs so production flawlessly matches collections.Protect Provider Pay: Proper dental practice management requires accurate ledgers so associate dentists and hygienists receive their correct collection-based bonuses when treating membership patients.Incentivize Your Team: Drive dental practice profitability by offering your front office staff bonuses (e.g., $25 per sign-up) to consistently present the membership plan to cash-pay patients.Ready to take the next step in your dental practice journey? Visit https://sharedpractices.com to learn more about our Buyer Representation and Coaching services, designed to help dentists buy, grow, and optimize profitable practices. You can also use our Free Look to evaluate dental practice opportunities with real data before making a decision. For daily Dental Moneyball insights, strategy tips, and updates, follow us across our social channels.

Are you an overachieving corporate director, VP, or senior AE who is completely exhausted from burning the candle at both ends trying to launch a side business?   In this empowering solo episode, host Billy Keels speaks directly to high-performing multinational professionals who feel stuck and overwhelmed by the sheer friction of balancing key performance indicators (KPIs) with their entrepreneurial dreams. Billy unpacks the common trap of building a side venture on a shaky, "sandy foundation" and introduces the exact three-step optionality equation required to transition from corporate dependence to true path control. Learn how to gain quantifiable clarity over your goals, integrate your career to deliver high-quality outcomes in fewer hours, and safely scale independent, predictable streams of income so you can walk into the office entirely by choice, not out of necessity.  

We get brutally honest about why traffic is a vanity metric and how SEO only earns budget when it ties to real business outcomes. We lay out the data and reporting foundation you need to walk into the C-suite with confidence, even when attribution is messy and timelines are long. • separating vanity metrics from revenue-driving KPIs • building the business case for SEO with CFO-ready numbers • fixing data quality in Google Analytics and conversion tracking • enforcing CRM hygiene so leads can become pipeline and revenue • choosing KPIs for lead generation vs ecommerce models • setting expectations with leading vs lagging indicators for SEO • funding the messy middle and mapping the full buying funnel • aligning sales and marketing to improve lead quality and content Guest Contact Information: Website: unframeddigital.comLinkedIn: linkedin.com/magsswiftMore from EWR and Matthew:Leave us a review wherever you listen: Spotify, Apple Podcasts, or Amazon PodcastFree SEO Consultation: www.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, Howard Farran sits down with Eric J. Morin, MBA, Founder and President of Tower Leadership, a Forbes speaker and best-selling author who has spent more than two decades helping doctors build more profitable, scalable, and valuable businesses. The conversation focuses on the operational and financial disciplines that separate a practice that simply produces well from one that commands real enterprise value. Eric explains how dentists can grow EBITDA without just doing more dentistry — by finding the profit quietly lost to overhead, inefficiency, weak scheduling, and poor case acceptance — and walks through the key KPIs every owner should actually be tracking to make better decisions. He and Howard dig into the most common operational blind spots, including why what looks like a production problem is often really a leadership, accountability, or systems problem. The discussion also covers how to scale from a strong single location into a larger, sustainable business without sacrificing culture, patient experience, or profitability, and closes with how owners should think about private equity, DSOs, and timing a potential exit before deciding whether to stay independent, keep growing, or prepare for a transition. Episode #1716 : Dentistry Uncensored with Howard Farran, Howard sits down with Eric J. Morin, MBA — Founder & President of Tower Leadership, Forbes speaker, and best-selling author who's helped thousands of doctors turn good practices into high-value enterprises. From growing EBITDA without just "doing more dentistry," to the KPIs every owner should know, to what actually makes a practice valuable in today's market — Eric breaks down the business side dental school never taught.

In this episode of Technovation, Peter High speaks with Alex Holt, Field CTO at ElevenLabs, about what separates successful enterprise AI initiatives from those that never move beyond the proof of concept. Alex explains how ElevenLabs combines cutting-edge AI research, enterprise-grade products, and forward-deployed engineering to help organizations deploy voice AI at scale. He also discusses why AI success depends on tying every implementation to measurable business outcomes, how voice agents are transforming customer engagement, and why enterprises must rethink implementation if they expect real ROI. In this episode, you’ll learn: Why AI projects should begin with business KPIs—not technology How forward-deployed engineering accelerates enterprise adoption What makes enterprise voice AI production-ready How ElevenLabs balances innovation with safety and governance Why the best AI organizations measure outcomes, not experiments This episode is presented by ElevenLabs — Modern Email Delivery for developer & product teams. Learn more at elevenlabs.io

Here's a question most surgeons have never asked themselves: how many patients do you need to see in clinic to get the number of operations you want each month? In Episode 239 of BOSS: Business of Surgery, host Dr. Amy Vertrees walks through the full patient-to-OR pipeline — from referral to completed case — and shows you how to calculate your own conversion rate so you can predict your operative volume, identify where patients are dropping off, and have a data-driven answer ready when an administrator asks why your case numbers are low. This is the clinic math framework. It covers every step in the funnel: referral source and referral volume, appointment scheduling drop-off, no-show rate, clinic-to-OR conversion rate, OR no-shows and cancellations, and how to calculate how many clinic patients you actually need per booked case. Dr. Vertrees also walks through how subspecialty mix affects your ratio — why a breast or colorectal surgeon with a high proportion of non-operative visits will always need to see more patients per case than a hernia-focused surgeon — and what to do about it. Real numbers included: 100 referrals → 90 appointments → 80 shows → 30 booked cases → 27 completed operations. If you're seeing that kind of attrition and didn't know it, this episode will change how you think about your clinic. Whether you're a new attending trying to build volume, an established surgeon whose numbers have quietly slipped, or a surgeon preparing for a difficult conversation with hospital leadership, this is the episode to hear first.

In this episode, Katie shares hard-won lessons on the biggest challenge most founders face: letting go of control and bringing in outside specialist support. She reveals why so many businesses get burnt by agencies, how to set clear expectations and KPIs even when you lack the expertise yourself, and the right way to vet and onboard talent that actually delivers. You'll learn exactly when your “fire” is dimming and it's time to hand off the tasks draining your joy, why fractional executives often beat full-time hires for growing companies, and how FRX carefully selects battle-tested operators who have sat in real C-suite seats managing seven-figure budgets. Guest Links Connect with Katie Peterman on LinkedIn Learn more about FRX fractional executive services Edit your podcasts like a pro:https://get.descript.com/mrzy10nwivuqJoin me as a guest or start your podcast journey:https://www.joinpodmatch.com/nickkuhne Timestamps 00:00 – Welcome & Katie Peterman's background 01:06 – The real challenge of releasing control to outsiders 02:13 – Why agencies often fail and how to fix it 04:39 – Setting KPIs and expectations when you lack the expertise 09:39 – Taking full ownership across departments 10:34 – How FRX vets and selects elite fractional executives 15:27 – When founders should bring in help (the joy test) 18:41 – Fractional vs full-time executives 20:43 – What happens when fractional talent gets full-time offers 23:18 – Where to find Katie and FRX Connect with me on:All my linksBecome a guestSign up for RiversideGet Descript #DigitalMarketing #Branding #PersonalBranding #MarketingInsights #SocialMediaStrategy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

You cannot make an extra $50,000 by guessing your way through the rest of the year. In part three of Dr. Lauryn's Summer From the Vault series, we move from mindset and sales into the numbers that reveal what is actually happening inside your practice—and where your next opportunity for growth may be hiding.Dr. Lauryn explains how to separate emotion and ego from your business metrics, determine which numbers deserve your attention, and use data to diagnose problems with marketing, conversion, retention, training, and practice systems. You'll learn why weekly visits and revenue never tell the whole story, how small improvements can produce meaningful growth, and why your numbers are information—not a judgment of your success.Key TakeawaysRevenue and weekly visits do not tell the entire story. Profitability, patient value, lead quality, and the context behind each metric provide a much clearer picture of your practice's financial health.Tracking the right KPIs reveals where revenue is leaking. New patient calls, booking rates, show rates, conversions, retention, breakups, and referrals can show you exactly where to focus your attention.Established practices usually grow through small improvements. Better training, stronger table talk, more qualified marketing leads, and 1–5% improvements across key systems can create significant financial results.Your numbers are tools, not a measure of your worth. They help you make non-emotional decisions, identify operational bottlenecks, and determine whether your practice needs better systems, renewed leadership, or intentional rest.Resources:Rich Doc Summer Series: A FREE summer training lineup for docs ready to use AI, systems, and strategy to create more freedom from the clinic. Register for one, two, or all three. Add 30-day replay access for $47 for all 3.Find all things Dr. Lauryn B including ways to work with herFollow Dr. Lauryn: Instagram | Facebook | LinkedInFollow She Slays on YouTubeMentioned in this episode:INSiGHT CLAThis episode is brought to you by the INSiGHT scanning system from CLA, the tool that helps chiropractors show patients objective neurological data so the value of care becomes clear, fueling conversion, retention, and growth. She Slays listeners get preferred pricing, affordable financing, and a free Getting Into Scanning guide.CLA (Current)Holistic Marketing HubThis episode is sponsored by Holistic Marketing Hub. Created by marketing strategist Molly Cahill, it's a proven Instagram system with a 500+ caption content library and a step-by-step curriculum that's helped 400+ chiropractors, acupuncturists, and other health pros fill their practices with right-fit patients. Enroll Now!Holistic Marketing HubClinic MindClinic Mind is the all-in-one EHR and practice management platform built for chiropractors — billing, documentation, scheduling, and patient follow-up in one place, whether you run a cash practice, take insurance, or are scaling to multiple locations. She Slays the Day listeners get an exclusive offer.Clinic Mind

Can AI actually replace the sales engineer in complex product configuration — without sacrificing accuracy? In this episode of the CPQ Podcast, host Frank sits down with Stanislav "Stan" Chirk, founder of R[ai]sing Sun, an EU-based AI solutions company building custom AI agents for B2B companies. Stan walks us through his journey from engineering and entrepreneurship into the world of Configure, Price, Quote (CPQ), and how that combination led him to found R[ai]sing Sun just over a year ago. We dig into the company's "AI-native" philosophy — building AI-first rather than retrofitting AI onto legacy systems — and their guiding principle: no AI for the sake of AI. The conversation centers on R[ai]sing Sun's flagship product, Talkulate AI CPQ, a self-service configurator that guides buyers through complex product decisions and delivers instant, accurate quotes — no sales engineer required. Frank pushes Stan on one of the biggest questions in AI-driven CPQ: how do you guarantee deterministic, repeatable outputs when generative AI is involved? Stan explains how structured product databases and rule-based logic keep quote generation accurate, even while the upfront sales conversation stays flexible. You'll also hear about R[ai]sing Sun's phased delivery model (including a bold promise to walk away from projects that don't hit KPIs), a typical 3–5 week go-live timeline, their traction in medical and engineering industries, and how AI-native CPQ stacks up against established, traditional platforms. Whether you're a CPQ practitioner, a sales operations leader, or simply curious about how AI agents are reshaping B2B quoting and configuration, this episode offers a grounded, practical look at where AI-powered CPQ is headed.  

https://youtu.be/RI_6ZvdjVuE Matt Andersen, CEO of Westlake Securities, LLC, is driven by a mission to create value that changes lives by helping business owners follow the 4 Steps to Creating Equity Value, intentionally grow their companies, maximize enterprise value, and achieve successful liquidity events. Through strategic planning, disciplined execution, and a purpose-driven approach, Matt has helped companies achieve significant growth while empowering entrepreneurs to build businesses that create lasting financial and personal impact. We explore Matt Andersen’s Reverse Engineer Your Outcomes Framework — Define Your Financial Goal and Timeframe, Design a First 100-Day Plan, Build an Annual Plan, and Adjust and Reset Quarterly. Matt explains why business owners should reverse-engineer their desired financial outcome before creating a growth strategy, how a focused 100-day plan builds early momentum and accountability, and why quarterly adjustments keep organizations on track toward long-term goals. He also discusses how thought leadership, educational content, internship programs, and AI-powered client experiences have fueled Westlake Securities’ growth while helping entrepreneurs achieve private equity-like results without giving up ownership of their businesses. — 4 Steps to Creating Equity Value with Matt Andersen  Good day. Steve Preda here with the Management Blueprint Podcast, and my guest today is Matt Andersen, the CEO of Westlake Securities, LLC, the number one lower middle-market investment bank in Central Texas, focused on advising companies seeking to intentionally grow or obtain liquidity. He’s also the author of Intentional Growth, as you can see behind him on the screen. Matt, welcome to the show.  Hey, Steve. Thanks so much for having me. I’m super excited to be joining you on today’s show.  Yeah. I love the title of the book and the cover. This is exactly what you want to do with companies, right? You intentionally want to grow them, and then you want to grow their value and create great exits, which I’m sure you have a lot to tell us about. Yeah, that’s exactly right. Our business model… Taking a quick step back, I’m CEO of Westlake Securities, as you mentioned, a lower middle-market investment bank. A lot of the companies we work with, we’re really helping them grow. That’s about half our business. The other half of our business is folks who, once they’ve grown and achieved a certain position or value in the organization and have gotten to a certain point in their career, might want to start thinking about liquidity, or maybe an ultimate exit plan for liquidity—not just for their financial tie-up in the business, but also for their time. So that’s the other half of what we do. We help people think through that next step.  Yeah, because you need both, right? If you have a lot of money but no time to enjoy it, that’s not really good. If you have a lot of time but no money, that’s not good either. So you need both.  That’s right. So yeah, the business fits really, really well. For a lot of our folks, we’re with them on very long-term journeys. In some instances, it’s been six, seven, eight, nine, even 10 years for them to grow the organization to a value that’s truly exciting for them, and then help them think about how best to monetize that once the organization has hit a goal based on size and time. Okay. That’s fascinating. So let me take a step back and ask you: what is your personal why, and how are you manifesting it in this business?  Yeah, that’s a great question. I think about it this way. A lot of companies have mission and vision statements. We actually do something a little different. We have a purpose statement. That purpose statement is: We create value that changes lives.Share on X At this point in my career, if you define careers as you would maybe a sporting event, I’m probably in the third quarter of my career.  One of the things that gets me excited every day is a transaction, for instance, that we had about two weeks ago. There were about eight people who had a truly life-changing experience in a positive way. That’s really neat. In addition to those eight people, there was a group of four people who became shareholders for the first time in this organization. It was really neat. Those sorts of conversations are really fun to have. So creating value that changes lives is really important. We tend to think about that holistically too. For our team, we've been fairly blessed with growth.Share on X  Then, if you think about the full cycle back to the community, we typically pick one charitable organization each year, and we try to make an impactful donation to that one charitable organization. So I think, from client to team to community, that holistic vision is what gets me skipping into work every day.  Yeah. I mean, if you can change your clients’ lives and you change your team members’ lives for the better, that’s very powerful. That’s very empowering. Yeah. And then to see that roll through the community is even… Yeah, it’s pretty neat. It’s pretty neat to see.  So that’s the third leg of the stool: the clients, the team, and your community.  That’s right. You’re really embedded in there. My question is, how do you do that? Do you have a framework for changing these lives? Obviously, you wrote a book, so maybe it’s the spine of the book that you might share with us, or maybe another framework. This podcast is all about frameworks.  So what is a three- to five-step process, or maybe three or four ways to look at something, that informs you or your clients? Or it can be anything that helps you streamline things in your business and make things simpler, which our listeners might benefit from and interpret in their own way.  Yeah. I’m a big framework fan, which is part of the reason I was excited to join the podcast, because I think about things that way. Especially if you figure out what works over time, the goal is to replicate that. Just like a manufacturing facility figures out how to make everything from a microchip to a pair of shoes, and they keep doing the same thing repetitively, I think frameworks in business, if they’re given enough flexibility, can be hugely powerful.  I’ve written two books. Completing the Deal is my first book. “Intentional Growth” is my second book. Intentional Growth is really about organizational growth, and the book is full of great frameworks.Share on X But if I were to share the one I believe is the most impactful—and it’s also fairly simple—it would be this: Reverse-engineer your desired outcome upfront.  So often, businesses we come into contact with know they want to grow. They know they want to achieve certain things. But oftentimes, they haven’t done a great job of defining two things: The timeframe they want to do it in, and the level of achievement they want to get to. One of the things we tend to see in business is that people will make a budget, for instance. They’re going to pull in a sales backlog and a CRM report. A customer did X last year, so we’ll just add 4%, and they’ll do Y this year.  We’ll hire a couple of people. That can be a way to budget. But I think the better way to approach budgeting is, once you’ve reverse-engineered the course, to say, “Over the next five years, we’re going to get from here to here.” Then really think about that as a stair-step process, almost like the path behind me. If we need to go from here to here, year over year, how do we actually grab that growth out of the marketplace? How do we make sure that we’re on the right path?  One of the things we spend a lot of time on with companies we're helping grow is this reverse engineering.Share on X It’s a great framework. There’s a lot about it in the book. A couple of really important takeaways, probably the most important one I can share is the timeframe. What we’ve found is that three to seven years is the best timeframe. Anything less than three years starts to feel like there’s not enough time to actually see the seeds you’ve planted bear fruit. Anything longer than seven years…  Well, Steve, seven years is just a long time. It’s hard to predict cycles and things of that nature. By default, absent another driving force, we tend to think in five-year increments. Kind of split the difference. Five years. The other framework we really focus on is picking a financial destination that’s truly impactful. A lot of times, when people think about the stress of business growth, part of the reason it’s stressful instead of exciting is because they’re worried about growing 8% to 10%, or maybe 12%. That’s good growth. It’s nice.  But it’s not exciting. To me, that feels more like a burden than excitement. If you went into your business planning thinking, “Over the next five years, we’re really going to 3X the size of the business, 4X the size of the business, maybe even 5X the size of the business…” Then, in order to achieve that, we need to hit Y growth over the next 12 months.  That really reshapes what might otherwise be a stressful scenario based on anecdotes into something much more exciting and engaging. Those are the two main frameworks: Time and a financial outcome that would truly be exciting. That’s the premise the book starts with, and it’s something we use all the time, every day.  So that’s interesting. If I were to translate it into a three- to five-step framework or process, what’s step number one? Is it defining the financial destination, or is it the timeframe?  So, number one, those two things are probably going to go together. Timeframe and financial outcome. From a framework perspective, first we’re going to set that destination. Then we’re going to move into the other pieces. Step two is likely going to be creating a 100-day plan. Why do we want a 100-day plan?  Because we want to make sure tomorrow is going to be different from today. Again, it’s one of those things where a 30-day plan is too short, and a six-month plan is too long. A 100-day plan is a way to jump-start a growth plan, and we really want to see a few things from it. One is some early wins, because we’re all wired that way. The more we win, the more we want to play the game, right? Yeah. So you do want to have some early wins.  You want to have some visibility. Organizationally, we plan to communicate the goals and objectives of our destination and outcome, what our 100-day plan is, and then accountability. Accountability to outcomes. Those are the three main things we want to see from that 100-day plan, even though there are a lot of details. Step three would be a one-year plan because we really want to say, “Okay, we’ve got this timeframe. We’ve got this destination we want to get to. We’ve got a 100-day plan to jump-start it.  Now we have a one-year check-in.” From that one-year point, in addition to things like KPIs or Rocks—or whatever an organization uses to manage accountability to outcomes—we want to reset the sails every quarter to six months going forward. But the 100-day and one-year plans are really important to making sure we’re off to a good start on our journey to get where we want to be in five years.  Love it. So that’s interesting. It’s more of a bottom-up approach. Some people preach a top-down approach. You do have a top as well because you have a financial destination three to seven years out. That’s fascinating. You also follow the private equity idea of a 100-day plan, so it aligns with that approach too. One of the things I like to talk about with clients is, how can we create private equity without private equity? How can we get private equity results without having to give up a chunk of the pie? So that is fascinating.  Yeah. And that’s a big part of it. Anyone who’s looking for that message is really going to gravitate to this book. What I do tell people is, you don’t have to sell to grow, but you do have to plan. This is a great framework for doing that, based on 27 years of personal experience and 23 years of firm experience. I’ve personally helped 40 companies achieve seven-, eight-, and nine-figure growth in enterprise value, and we’ve closed $5.7 billion in transactions. All of that feeds into this book, which I think people can use to find a better path—and a proven guide—toward growth without having to give up control.  Yeah. I love it. So tell me, Matt, what drives growth in your business at Westlake Securities?  I think there’s a few things that have been helpful to our growth. Number one, we’ve been fortunate to be in markets that are robust. So we do have a bit of a perfect storm going on right now. There’s a lot of capital available. There are a lot of tools available. And we’ve got an aging demographic of business owners. All of those things are creating this perfect storm of either growth or liquidity.  These conversations are happening more now than they ever have in the last 27 years of my career. It’s unbelievable. These conversations went from things people talked about maybe once a year to, for some organizations, getting outreach every week from somebody who wants to talk to them about a growth investment or buying their business. These topics are coming up more and more, and I think in a much more impactful way.  So number one, there are a lot of favorable market dynamics. Number two, we have the history and track record that’s helpful when a business owner is asking, “Can this company really help me grow?” or “Can this company really help me sell?” We’ve got a great track record for that. That track record is built on, number three, our team.  A lot of our people have spent time with Fortune 1000 companies. They’ve worked for major banking organizations, run brands for Fortune 1000 companies, worked in private equity, or worked for other investment banks. So they bring tremendous experience. And then, last, is our process. Part of the reason for creating the two books is to be very transparent about what our processes are and to lead our advisory work by example.Share on X  We want to be transparent in how we think about helping companies either grow or obtain liquidity. I think those four legs of the stool are the reason we’ve been able to grow so much over the last few years.  You say the market is good because of the Silver Tsunami, as some people call it. Yeah. It’s kind of a cliché. And also the abundance of capital. Private equity has a lot of money to spend, as do strategic buyers. So I get that part. I also understand that you have great assets inside the company—your track record, your team, your processes, all of that. Then what happens? Do those people just find you, or do you actually have to intentionally do something to drive the growth?  Well, that’s well said. Just like we preach, we have to practice. Some of the ways we’ve been able to attract companies to our organization are through our digital presence. If you check us out on LinkedIn, we post a lot of great content there. We provide a lot of data. We do a quarterly deep dive by industry on where transactions have been. We share growth tips very openly. We provide downloadable resources.  The books have been helpful. The books have led to speaking opportunities. I speak internationally on the topics of capital raising, growth, and M&A. Lastly, joining awesome podcasts like yours has become one of our 2026 initiatives, and it’s been a lot of fun. It’s been amazing to see the response. Inevitably, somebody emails and says, “Hey, I saw your conversation with Steve. I thought it was pretty cool. Here’s something about my business.  How can you help, or what do you think?” For everyone, we’ve got something. For our ideal client, we obviously have our core services. For folks who are a little smaller, we’ve got a whole suite of workshops that range in cost and time commitment. Then, all the way down to a $17 or $25 book, which we feel is within everyone’s reach.  Part of this—and I’m sure you’re wired the same way—is just a pure passion for helping others find their own form of success. Whether it’s a $17 book, a multimillion-dollar capital raise, or a $300 million sale of a business, everywhere in between, we can provide someone with some element of value if they’re interested in engaging with us in a conversation. So that’s been helpful too.  Yeah, I love it. It’s very smart. You basically have a long-term view and a long funnel. You can connect with people at any stage of where they are and then support them through increasingly intensive ways.  Can I share with you the funniest one that I ever saw coming? Of course. We’ve always been big believers in giving back through university talks and internship programs. That’s been going on for some time, and it really took the next step in 2020 when all the internships were shut down. We were one of the early firms to launch a virtual internship program.  Now we’ve had over 1,000 interns go through our various internship programs, completing them from five different continents. Now those people have graduated. Several of them have been out of school for many years and are building their own careers. It’s been amazing to see that an experience they had when they were 19, 20, or 21 is now paying dividends five to ten years later. That’s one I never saw coming. We always did it as a way to give back. But it's been interesting to see it become a long-term brand-building exercise and a positive way of giving back to the community that has honestly created more opportunities than I ever would have thought.Share on X That’s amazing. So you created all these ambassadors, then, that I think will bring you clients.  You know, that wasn’t probably the intention when we started. But we’ve had people come back and tell us, “Hey, that internship changed the course of my career.” We’ve had parents whose kids got their first job out of school after doing an internship with us say, “Hey, I can’t guarantee you’re going to get the project, but I at least want to offer you the opportunity to participate because I appreciate what you did for my son or daughter during that internship.” So that’s been really cool. Again, it’s this kind of karma, give-back mindset.  Yeah, I love it. That is very valuable. These days, internships are really challenging to come by, so they can be a really valuable building block for young people. So let me switch gears here and ask you another question. What’s one thing that you’re trying to figure out in your business right now?  That’s a great question. We’re laser-focused on a couple of things. I would say one that a lot of businesses are going to share in common is AI and implementing what I’m calling the light side of AI. I feel like there are really three views of AI in the marketplace. One is a group of people who are still asking, “What does AI stand for?” We’ll put them off to the side for a second. Then there’s the light side and the dark side conversation going on.  The dark side is more about automation leading to job elimination. The light side is really about how we elevate the customer experience or the client experience. How do we elevate what our people are doing and delivering every day? That’s really the area we’re focused on. We have a strategy inside our company as it relates to AI, but the simplest way I can describe it is that we're going to be customer-centric—client-centric—in what we do with AI.Share on X  We want to create the best experience for those who engage with us by using better technology to do it. That’s really a major focus for us in 2026. The other focus is making sure that Intentional Growth gets off to a great start. It’s available for pre-order right now. It’s debut week for pre-orders. It hit number one in four categories. It officially launches in October. The book, speaking, workshops—the whole growth initiative—is really important for our firm, but also for the people we come into contact with.  Who wouldn’t want to grow their business and increase its value by $5 million, $10 million, or $50 million over a reasonable period of time? I think most people who decided to go down the entrepreneurial path did so with the hope of creating abundance. The only way to create that abundance for themselves, their customers, their employees, their vendors, and all their key stakeholders is to grow the organization. So AI and Intentional Growth are our two main business challenges and opportunities for the year.  Yeah. That’s great. And hitting number one in four Amazon categories on pre-order, that is actually very rare. So you must be doing something right there. Either you have an amazing PR machine, or the book is just very, very good. Well, I’m hoping it’s the latter—that the book is going to be that good. I do think the first book created a nice foundation. There are thousands of copies in print. It got a lot of great feedback on Amazon. It’s been used by universities, industry groups, and others. So I think there’s a nice nucleus of potential readers for book number two.  I’m really excited because Intentional Growth is going to be much more interactive than the first book. It’s going to include downloadable forms and AI-powered interactive tools at the end of each chapter, so readers can take what they’ve learned in that chapter and immediately translate it into practical tools for their business.  My hope is that it gets into the hands of any business owner or organizational leader—from someone at an early-stage company to someone running part of a large publicly traded company. If they have a real desire to grow and are looking for a better path to do it, my hope is this book ultimately finds its way into their hands. Yeah, definitely. So if people would like to connect with you, obviously they can go to Amazon and buy Intentional Growth by Matt Andersen.  Yeah.  Definitely do that. And where else can they find you?  There are a few places. Book-wise, Amazon first, then all the major retailers—Barnes & Noble, Porchlight, and others. Both books are available now, and Intentional Growth will ship in October. I would encourage people to find us first and foremost on LinkedIn. I do a lot of personal posts there. We also host events. Westlake Securities has a strong presence on LinkedIn as well. Again, we share a lot of events, free content, and free data.  We spend six figures a year purchasing proprietary data and organizing it in a way that’s useful for business owners to understand trends, valuations, what’s happening in the capital markets, the cost of debt, how much equity was invested in private companies last quarter and last year. There’s a lot of great free information available through those two resources. I also do quite a bit of speaking. If you’d like to attend a talk, I speak internationally on capital raising, growth, and M&A.  That’s amazing. So definitely check it out. Check out Matt’s LinkedIn, especially the quarterly market reports. Those are going to be very interesting. I’m sure you’re using your six-figure database to produce some great charts. So check that out. Buy Intentional Growth, and see how it can help your business. I love your framework—the reverse-engineering idea. You really have to know where you want to get to, how much time you have, and then figure out what it takes to get there.  What’s going to be that above-10% exciting growth rate that’s going to 3X or 5X your business? So thank you, Matt, for coming and sharing your wisdom. And if you’re listening out there, make sure you follow us on LinkedIn, subscribe on YouTube and Apple Podcasts, and leave us a review, because every week I bring you an exciting entrepreneur who’s growing their business. So thanks for coming, Matt, and thanks for listening. Thank you, Steve. I appreciate you having me. To everyone listening out there, best of luck until we interact next. Let’s grow. Important Links: Matt's LinkedIn Matt's  website

Get InTouch with Terri Terri Ross Website: Click Here Terri Ross Patreon: Business and Sales Mentorship 4S Summit Info: For more details, look up 4S Summit to understand its role in providing strategic business consulting in the aesthetics industry https://4ssummit.com/ In the Season 11 finale of InTouch with Terri, Terri Ross delivers one of her most important business lessons yet: stop building a job and start building an asset. Whether selling your practice is part of your long-term plan or not, every aesthetic practice owner should be focused on creating a business that is scalable, profitable, sustainable, and capable of operating without constant owner involvement. Terri breaks down what it truly means to be "market-ready", why private equity groups and potential buyers look for clean financials, consistent performance, documented systems, and strong leadership, and how these same principles create financial freedom for owners regardless of whether they ever sell. She outlines a practical 12-month roadmap to strengthen your business, improve profitability, increase enterprise value, and eliminate common obstacles that prevent practices from reaching their full potential. Drawing from years of consulting experience and real-world practice evaluations, Terri shares the critical metrics, systems, and operational strategies that separate thriving businesses from those that remain dependent on the owner. If you've ever felt overwhelmed by staffing challenges, inconsistent growth, declining profitability, or uncertainty about the future of your practice, this episode provides a clear framework for taking back control and building a business that works for you, not because of you. In This Episode: What it really means to be "market-ready" Why most practices aren't prepared for acquisition or growth The difference between owning a job and building an asset The four things buyers look for in a practice How clean financials impact business value Why systems and processes are essential for scalability The dangers of owner dependency and key-person risk How to improve profitability through operational efficiency Key performance indicators (KPIs) every practice owner should track A practical 12-month roadmap to strengthen and scale your business How building enterprise value creates financial freedom, even if you never sell  

Howie returns from his overseas adventure, but sadly Chief has succumbed to illness and can't join us. Browny, Howie and Damo push on with their favourite headlines from the week, then as Howie returns to the team - Browny and Damo give him a performance review with some KPIs for the rest of the year. Howie's Hot Topics includes questions around BazBall, Alex De Minaur, and Lionel Messi, then Browny promised us an enormous musical guest - and he delivers! Browny asks about some of the big issues in footy with his Conversation Wedges, and Howie tells us all about his trip to North America - including driverless cars and bear spray. Browny questions how often we need to go to the doctor, before opening up the Health Hotline to talk about electrolytes. A serious ankle injury to Max Holmes has soured Geelong's win over St Kilda, and the team dive into this week's media wars - including two kings in the Triple M jungle. Geelong's Ollie Henry joins the show, Damo takes over the Top 5 with some epic rants from James Brayshaw, and Howie wonders why Aussies seem reluctant to want England to win at any sport.See omnystudio.com/listener for privacy information.

Not every episode follows a single thread, and this one does not try to. Paul McManus of McManus Kitchen and Bath pulls back the curtain on navigating a down market, building a generous PTO policy that keeps great people around, rethinking his website from the ground up, using AI to strengthen process instead of replace it, and opening a brand new showroom with some genuinely creative ideas inside. If you want an honest look at how a seasoned remodeler is thinking and building right now, this one delivers.Today's episode is sponsored by Builder Funnel! Click here to learn more about how Builder Funnel helps remodelers and home builders grow through strategic digital marketing.Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!Key TakeawaysTrack lead flow and KPIs to anticipate market shifts.Use a flexible PTO policy to boost team loyalty.Invest in showroom expansion and new services.Leverage AI for process improvement and data organization.Focus on process improvement before adopting new AI tools.Chapters00:00 Introduction and market overview for 202602:02 Current market challenges and lead flow issues04:11 Financial management and preparing for a down year06:08 Using KPIs to anticipate market trends07:57 PTO policies and employee engagement12:00 Website strategies and copywriting tips20:02 Embracing AI and process automation38:00 Showroom expansion and new service offerings50:05 Future market opportunities and growth areas57:55 Closing thoughts and key takeaways

Most home service companies think they're tracking marketing. They're actually tracking the wrong metrics.In this episode of Owned and Operated, John Wilson and Jack Carr break down how to measure marketing ROI the right way. They explain why cost per lead is often a misleading metric, how to build a marketing scorecard that actually helps you make better decisions, and the attribution systems they use to understand what's driving revenue across a growing home service business.They also discuss why blended marketing ROI matters more than individual lead costs, how to separate new customer revenue from recurring customers, the importance of clean CRM data, and why every owner—not their agency—is ultimately responsible for marketing performance.In This Episode:• Why cost per lead can lead you to the wrong decisions• The marketing KPIs every home service business should track• How to measure true ROI across every marketing channel• Building an attribution system that actually works• Why clean CRM data is the foundation of good marketing• How to separate new customer revenue from repeat business• The pitfalls of using lifetime value (LTV) to justify marketing spend• Why every owner should own their company's marketing scorecard————————————————

Mike & Tommy dive into why data literacy might be missing its most important lesson — not how to read a chart, but how to question the story it's telling. Drawing from a Nightingale article on graph literacy and self-skepticism, they explore whether polished dashboards are quietly building cultures of data compliance over data curiosity.They break down how motivated skepticism, biased interpretation, and over-trusted KPIs show up in real Power BI environments — and what BI teams can do to become critical-thinking coaches, not just report builders.News this week:https://www.meetup.com/chicagolandpowerbi/events/315485409/?eventOrigin=attendee_listhttps://community.fabric.microsoft.com/t5/Fabric-Updates-Blog/Use-User-Data-Functions-to-securely-call-Fabric-REST-APIs/ba-p/5294590https://community.fabric.microsoft.com/t5/Fabric-Updates-Blog/Streamlining-orchestration-with-smarter-pipelines-and-deeper/ba-p/5280154Get in touch:Send in your questions or topics you want us to discuss by tweeting to @PowerBITips with the hashtag #empMailbag or submit on the PowerBI.tips Podcast Page.Visit PowerBI.tips: https://powerbi.tips/Watch the episodes live every Tuesday and Thursday morning at 730am CST on YouTube: https://www.youtube.com/powerbitipsSubscribe on Spotify: https://open.spotify.com/show/230fp78XmHHRXTiYICRLVvSubscribe on Apple: https://podcasts.apple.com/us/podcast/explicit-measures-podcast/id1568944083‎Check Out Community Jam: https://jam.powerbi.tipsFollow Mike: https://www.linkedin.com/in/michaelcarlo/Follow Tommy: https://www.linkedin.com/in/tommypuglia/

Send us Fan MailA busy clinic isn't automatically a valuable business. In this episode of the Private Practice Survival Guide, Brandon Seigel explains how to build a value dashboard that buyers and lenders actually care about, why revenue isn't the same as value, and how to remove owner dependency so your practice becomes a transferable, scalable asset. You'll learn the exact KPIs to track, the systems to document, and the playbook that proves your practice can run without you. He also breaks down valuation frameworks—from revenue multiples to EBITDA—and shows how diversified revenue and strong leadership benches command higher multiples.What You'll Learn:The difference between revenue and true enterprise value—and why replacement cost mattersHow to calculate and reduce your owner dependency scoreThe essential monthly KPIs for a 12-month rolling value dashboardHow to build SOPs and a practice playbook that buyers trustWays to diversify revenue (private pay, telehealth, groups, training, wellness, consulting, education)Common value-killing mistakes and how to avoid themHow valuation ranges are influenced by margins, growth, systems, and risk profileBuild a business worth owning—and selling—so you can thrive, not just survive. #PrivatePractice #PracticeManagement #HealthcareBusiness #EBITDA #BusinessValuationWelcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide BookThis show is proudly produced at PS Studios — learn more https://www.psstudios.co

Tune in to our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure, and Aged Expired niches! In this week's All The Leads Mastermind, the discussion centers on the habits and systems that consistently produce results in real estate. David shares how disciplined prospecting, tracking key performance indicators (KPIs), and focusing on daily conversations turned one probate lead into multiple listings over the course of a year and a half. The coaches reinforce that success comes from consistent action rather than shortcuts, emphasizing the importance of making calls, tracking progress, and staying top of mind through ongoing follow-up. The conversation also explores effective lead conversion strategies, from using professional ISA services to increasing contact rates with multiple phone numbers and repeated call attempts. Members discuss building momentum through daily prospecting, creating memorable personal brands, and leading every conversation with a clear value proposition. Throughout the episode, the recurring message is simple: measure the right activities, stay consistent, and trust that persistent effort will lead to long-term success.  Key Takeaways Track the activities that produce results. Focus on conversations and measurable KPIs instead of busy work.  Consistency beats intensity. Daily prospecting and follow-up create long-term success, even during slow periods.  Conversations drive real estate. The more meaningful conversations you have, the more opportunities you'll create.  Stay top of mind. Consistent mail, calls, and follow-up help you reach prospects when they're ready to act.  Lead with a strong value proposition. Focus on understanding each person's needs before offering solutions.  Gamify your prospecting. Setting goals, tracking streaks, and measuring progress helps build lasting habits. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateProspecting #LeadGeneration  #RealEstateInvesting #RealEstateCoachingPrevious episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A PlaylistSupport the show

Healthcare organizations are under growing pressure to modernize IT environments while improving clinician experience, strengthening security, and preparing for the next wave of AI-enabled workflows. In this episode, we'll explore how AI-powered endpoints, intelligent collaboration tools, and modern device strategies are helping healthcare IT leaders balance operational efficiency with better patient outcomes. Host: James Hilliard Guests: Abhishek Khowala, Global Head of AI, Health and Life Sciences Vertical at Intel Alexander Stanton III, Account Executive for Healthcare at Lenovo Show Notes: 00:00 - Introduction: AI endpoints and healthcare modernization overview 02:17 - Success story: Ohio children's hospital — modernization benefits 03:16 - Security in healthcare AI: Protecting models and managing endpoints 05:33 - Challenges faced by healthcare IT teams: Resources, regulation, data issues 07:54 - Criticality of security and managing AI complexity in healthcare 09:47 - The importance of practical AI adoption focused on patient outcomes 11:12 - How AI PCs enhance clinician workflows and patient safety 13:06 - Practical benefits of AI endpoints: reducing downtime and improving outcomes 14:01 - Role of Intel, Lenovo, and Microsoft in secure, effective AI deployment 15:21 - The significance of local processing in healthcare AI PCs — Intel's innovation 17:18 - Leveraging Microsoft 365 for orchestrating complex workflows with AI 18:59 - Managing endpoint sprawl and prioritizing security in healthcare IT 20:25 - Enhancing threat detection with AI hardware and software integration 22:18 - Rethinking modernization: From IT assets to care quality investments 24:42 - Using endpoints at the point of care to meet KPIs and reduce data risks 26:06 - Early wins: Focus on outcomes, pilot projects, and stakeholder alignment 27:57 - Moving forward with healthcare modernization practices

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.In this rewind of a popular episode, Evon welcomes Dr. Chad Fleming back to The Optometry Money Podcast. Dr. Fleming shares his experiences with strategic planning and explains how setting aside time to work on the business through a strategic planning week has helped him scale his practice operations. They discuss how private practice owners can improve leadership, reduce chaos, and increase profitability through intentional planning.Evon and Dr. Fleming dive into the nuts and bolts of what a strategic planning week entails, how to execute it, and why it's essential to long-term business success.In This Episode:What's the difference between growth and scale for optometry practices?The concept of working on vs. in your business and why stepping away is crucial.What happens to a practice and the owner when there's no intentional planning time.How Dr. Fleming's annual strategic week helped him plan, lead, and reduce turnover.Practical advice on creating a productive planning getaway—from choosing a location to preparing resources.Measuring and implementing your strategic ideas when you return to the practice.Episode Highlights:[00:04:40] Scaling vs. growth: defining both for practice owners[00:06:10] Working on your business versus working in it: practical examples[00:18:22] Dr. Fleming's annual strategic planning getaway explained[00:23:05] How to prepare and gather your thoughts for a productive planning session[00:35:00] Tracking key performance indicators (KPIs) to measure success[00:40:06] Exciting opportunities in the future of private practice optometryResources:Contact Dr. Chad Fleming: Email him at chad@pipgpo.comLinkedIn: Connect with Dr. Fleming on LinkedInPast Podcast Episodes: Check out more episodes with Dr. Fleming in our podcast archive:Ep. 118: Adding Private Label to Improve Margins Without Compromising Quality with Dr. Chad FlemingEp. 17: Assessing the Health of Your Optometry Practice with Dr. Chad FlemingEp. 6: Navigating Associate Contracts, Practice Ownership, and Partnerships with Dr. Chad FlemingConnect With Us:For more podcast episodes, blog articles, and optometry-specific financial resources, visit www.optometrywealth.com.To learn more about working with Evon and the team at Optometry Wealth Advisors, CLICK HERE to schedule a free consultation.The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide. 

We talk with Damiano Raveenthiran  about why entrepreneurs accidentally build founder dependent jobs and how to redesign an agency into a real asset. We get specific about delegation, positioning, accountability, hard lessons from fraud, and how AI is reshaping what clients should pay for. • Bootstrapping an agency from scratch and scaling fast • Spotting founder dependence and the hidden cost of burnout • Delegating with the 70% rule and tightening the playbook with systems • Shifting from selling services to selling outcomes and strategy • Building trust and referrals through real client follow through • Thinking like an architect using OKRs and proactive planning • Using a sports team model with KPIs, reviews, and performance standards • Recognizing when the business cannot run without you • Learning “trust but verify” after a costly embezzlement story • Using AI to automate repetitive tasks and move up the value chain NEW EPISODES AND GREAT GUESTS EVERY THURSDAY AT 7PM!  LISTEN OR WATCH ANYWHERE YOU FIND YOUR FAVORITE PODCASTS!! ---Welcome to The Brad Weisman Show, where we dive into the world of real people, real life, and everything in between with your host, Brad Weisman!

Most business owners think getting a call from private equity is the finish line. Brian Will says that's exactly when you're most at risk. In Part 2, Brian delivers the frameworks that took him three exits and decades of hard lessons to build — from the five keys to success (which are also the five keys to failure) to what private equity firms will do to your earn-out if you're not paying attention. In this episode: The five keys to success — and why every single one is also a key to failure Why your business is not your product — it's the business inside the business: marketing, data, systems, and the ability to put any product through a machine that finds customers and converts them The private equity playbook most sellers never see coming: how an $80 million deal became $60 million, why earn-out structures based on EBITDA are almost always a trap, and why you must never let a PE firm take over your accounting Brian's AI workflow — three screens, three AI models (Gemini, ChatGPT, and Claude, which he calls Jake, Elwood, and Jeff), and the one prompt he uses to make sure they challenge him Why you should stop chasing advice from billionaires — and find someone exactly ten steps ahead of you, fresh out of the game, who's made mistakes at your level recently enough to still remember what they felt like Living Forever AI: Brian's current startup building interactive AI twins for personal legacy, professional use, and homeschooling — and why he's bootstrapping it while competitors have raised $20 million. Episode Highlights:00:00 - Escape the Commodity Trap 00:30 - Podcast Intro and Setup 01:30 - Five Keys to Success 01:50 - Key One Strong: Why 02:25 - Keys Two and Three 04:38 - Key Four: Check Ego 05:25 - Key Five: Master P&L 07:33 - KPIs and Pattern Forecasting 09:54 - Pricing and Testing 13:14 - Business Is a Data Game 14:59 - AI for Financial Analysis 16:49 - Living Forever AI Twins 20:37 - Experience Meets AI 23:56 - AI Jobs and Media Fear 29:36 - Why Start at 60 31:07 - Proving It Again 31:52 - Builder Not Manager 32:43 - Exit Strategy Reality 34:51 - Private Equity Earnouts 39:43 - How PE Rollups Work 44:02 - Structuring Safer Earnouts 45:44 - Post Acquisition Lessons 49:52 - Business Beyond Product 55:28 - Using AI As Advisors 57:52 - Stop Chasing Billionaires 01:00:49 - Final Advice And Wrap Resources mentioned: Dropout Multimillionaire, No: The Psychology of Sales and Negotiations, The Invisible Multimillionaire, I Give the Dumb Kids Hope — Brian Will's books Living Forever AI — Brian Will's current company: https://livingforeverai.com/ brianwillmedia.com — Brian Will's website ChatGPT, Gemini, and Claude — Brian's three AI models, running simultaneously for business planning and analysis The 7 Habits of Highly Effective People — Stephen Covey Quotes: “ If you are a commodity business, the only way for you to win is to chase pricing down to the bottom until you can't make money.” - Brian Will “ I did a company, literally 32 marketing channels, and when I did the analysis, nine of those channels were unprofitable. Nine. And they represented 20% of their spend, their marketing spend.” - Brian Will “ And at some point, I started questioning me. I've been doing this consulting thing and telling people what to do for 20 years. I wonder if I actually know what I'm talking about.” - Brian Will “ Wherever you feel, you know, some angst around something, and this could be anywhere in your life, I think it's really important that you lean into it and realize that that angst is, is not there for you to pull back from anything. It's actually for you to lean into something, and there's something that you don't yet know.” - Dwayne Kerrigan “ Stop chasing the advice of billionaires, because they can't help you.” - Brian Will About Brian Will: Brian Will is a serial entrepreneur, two-time Wall Street Journal bestselling author, and business consultant who has founded or co-founded ten companies across four industries, with combined valuations exceeding half a billion dollars. He is a two-time TEDx speaker and the author of four books including Dropout Multimillionaire and No: The Psychology of Sales and Negotiations. Currently, Brian is the CEO of Living Forever AI and runs a coaching and consulting practice helping entrepreneurs master the core metrics, sales systems, and processes that drive sustainable growth. Connect with Brian Will: https://brianwillmedia.com/ Connect with Dwayne Kerrigan Facebook Instagram Linked In Website Disclaimer: The views, information, or opinions expressed by guests during The Dwayne Kerrigan Podcast are solely those of the individuals involved and do not necessarily represent those of Dwayne Kerrigan and his affiliates. Dwayne Kerrigan or The Dwayne Kerrigan Podcast is not responsible for and does not verify the accuracy of any of the information contained in the podcast series. The primary purpose of this podcast is to educate and inform. Listeners are advised to consult with a qualified professional or specialist before making any decisions based on the content of this podcast.

Want the playbook, not just the conversation? Subscribe for deep-dive, actionable breakdowns from every episode at unchurned.substack.com.Deltek's CCO Margo Martin and newly-appointed VP Customer Strategy & Services at Deltek Jason Goldsmith reveal how Claude turned three siloed post-sale teams into one AI-first machine and why they built a brand new executive role just to keep up.Deltek didn't just adopt AI. They restructured around it. After Claude and Claude Code cut documentation timelines by 80% and dev cycles by 50-60%, CCO Margo Martin realized her three post-sale orgs (implementation, CS, and support) were quietly duplicating AI work. Her fix? A brand-new "AI convergence" role . And she picked an internal boomerang employee to run it.In this episode, you'll hear exactly how they built the business case, picked the right leader, and what's next on the roadmap.---What You'll Learn- The tradeoff between touchless implementation and long-term customer stickiness- How Claude Code cut custom implementation timelines by 50-60%- Why Deltek reduced customer documentation & training time by 80%- How to spot "AI silos" forming across your org before they cost you- What it takes to build (and pitch) a brand-new AI strategy role internally- Deltek's build-vs-buy framework for AI tools- How CX leaders are using personal AI "chiefs of staff" day-to-day- Why Deltek is rebuilding its entire customer journey around AI- How to balance automation speed with customer stickiness ---Timestamps0:00 - Preview & Intro1:50 - Meet Margo Martin & Jason Goldsmith (Deltek)2:45 - What Deltek does & org structure6:40 - How Claude Code changed everything 10:23 - Duplicate AI efforts & the new VP of AI strategy role14:45 - Why Jason was the pick19:10 - Jason's 30/60/90 day plan24:10 - Predicting the first team to join Jason's org26:45 - Personal AI chiefs of staff28:28 - Build vs. buy: Deltek's AI tooling philosophy32:56 - KPIs and metrics for AI transformation---Josh is writing a book on building customer relationships. Follow his journey and insights at www.joshschachter.com---Where to Find the GuestMargo Martin: https://www.linkedin.com/in/margomartin-/Jason Goldsmith: https://www.linkedin.com/in/jwgoldsmith/---Where to Find the Hosts: Josh's LinkedIn: https://www.linkedin.com/in/jschachter/Unchurned Substack: https://unchurned.substack.com/

When you work deep in the hospital mid-revenue cycle there can be an unfortunate but understandable tendency to divorce your work from the patient. To become separated from clinical care and outcomes, and even, in the case of value-based care, from its intended objective of improving affordability and quality. Those points are not lost on Dr. Sunita Varghees or Carrie Horn, who spearheaded an outpatient CDI program at Baylor Scott & White Health. One that is truly patient-centric and focused on reducing ER utilization and delivering the right level of service, not just the most profitable. Listen in as we discuss: Baylor Scott and White Health—Lay of the land of the organization and how and when they got started in outpatient CDI. “Successful risk adjustment starts with the patient”--the why of OP CDI and how their work ties into chronic condition management, not just capture. We discuss KPIs and financial metrics, too. New heart disease screening initiative—what it is, what it entails, and early successes. Is knocking down ER visits and IP admissions and getting the right level of care at the right price at odds with hospital revenue gains? Are they making it up with shared savings or care funding? Tech enabled/tech forward approach including ambient AI. Biggest success and biggest do-over, if they could do it all over again. What's next on the OP CDI roadmap? Favorite song for the Off the Record Spotify playlist...

In this episode of Sustainability Matters podcast, host Christian Orth explores how Siemens is using sustainability reporting as a powerful management tool to help steer business performance. As new regulatory frameworks such as CSRD (Corporate Sustainability Reporting Directive) roll out, he explores whether ESG disclosure is simply an administrative burden or a tool to drive real value.  Christian is joined by Thomas Knobloch from Siemens AG and Caroline Pfaff, Partner at EY Germany to break down the practical reality of ESG reporting. Together, they look at the challenge of complex global data, tracking how organizations can move past chasing "perfect" real-time metrics and instead prioritize immediate progress over perfection.  They discuss the real-world operational challenges, how Siemens successfully built a 360-degree target framework directly into its board-level decisions and how focusing on material KPIs, like carbon intensity and product carbon footprints, can simultaneously mitigate long-term risk while unlocking competitive advantages.  Through it all, Thomas and Caroline highlight that building a strong company culture is what can drive true organizational transformation as well as the opportunities to unlock real business value. @2026 Ernst & Young LLP

Cameron is joined by Alexis Gallati, Founder & Tax Strategist at Cerebral Tax Advisors, to explore the critical role of tax planning for practice owners. They discuss the importance of having a tax strategist versus a traditional CPA, recognizing when to seek expert advice, and various strategies to optimize tax savings. Key topics include understanding ordinary income, the implications of entity structure, maximizing deductions, and retirement account strategies such as backdoor Roth IRAs and 401(k) plans. They emphasize the need for proactive tax planning to preserve wealth and enhance financial outcomes for medical practice owners. Cameron and Alexis talk about various strategies for maximizing retirement contributions, involving children in financial planning, leveraging equipment for tax benefits, and utilizing real estate as a wealth-building strategy. They highlight the importance of proper planning and education in financial matters, as well as the potential for significant tax savings through strategic investments and contributions. Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Tax optimization is crucial for practice owners.Most CPAs focus on historical data, not future planning.Recognizing when to seek a tax strategist is key.Ordinary income is taxed differently than passive income.Entity structure impacts tax liabilities significantly.Maximizing deductions can lead to substantial savings.Understanding basis is essential for tax planning.Retirement accounts offer significant tax-saving opportunities.The backdoor Roth IRA is a strategy for high earners.401(k) plans can provide both pre-tax and post-tax benefits. Maxing out retirement contributions can lead to significant savings.Cash balance plans allow for higher retirement contributions.Involving children in the family business can provide tax benefits.Children can earn money and contribute to their Roth IRAs.Equipment purchases can be written off using Section 179.Bonus depreciation allows for immediate tax deductions on equipment.Real estate can be used to offset ordinary income through depreciation.Proper documentation is crucial for tax strategies.Planning ahead is essential for financial success.Working with a knowledgeable tax strategist can maximize benefits.Medical Millionaire: The Blueprint for Scaling a World-Class Medical Aesthetics PracticeWelcome to Medical Millionaire, the go-to podcast for forward-thinking Medspa owners, Medical Aesthetics leaders, Plastic Surgery & Dermatology practices, Concierge Wellness clinics, and Elective Healthcare entrepreneurs who are ready to scale with intention and operate like a true, high-performing business.If you're building, growing, optimizing, or preparing to exit your aesthetics or wellness practice, this show is your competitive advantage.Hosted by Cameron Hemphill Your Guide to Sustainable, Scalable Growth Your host, Cameron Hemphill, is one of the most trusted growth strategists in Medical Aesthetics and Elective Wellness.With over 10 years in the industry, Cameron has helped scale 1,000+ practices and more than 2,300 providers, working alongside the most recognized KOLs, national brands, EMRs, tech companies, and private equity groups, shaping the future of aesthetics. From marketing to operations, from finance to leadership, Cameron brings a real-world, data-driven perspective on what it takes to turn a practice into a powerful business engine.What This Podcast Is All About: Each episode takes you behind the scenes of the fastest-growing practices in the country, revealing the systems, strategies, and mindset required to win in today's Medical Aesthetics landscape.Expect tactical insights, step-by-step frameworks, and conversations with:Industry thought leadersTop injectors & medical directorsEMR & tech innovatorsOperations expertsMarketing strategistsPrivate equity & M&A advisorsWellness and longevity pioneersThis is where aesthetics, business, technology, and wellness converge. What You'll Learn on Medical Millionaire Every week, you'll access expert guidance to help you scale profitably and predictably, including:Marketing & Brand PositioningCRM + Lead Management SystemsPatient Acquisition & ConversionEMR Optimization & Tech Stack ArchitectureSales Psychology & Consultation MasteryFinance, KPIs, and Practice EconomicsOperational Workflows & AutomationIndustry Trends Backed by Real Benchmark DataPatient Retention & Lifetime Value ExpansionMindset, Leadership & Team DevelopmentWhether you're opening your first location or running a multi-million-dollar enterprise, you'll gain the clarity and direction to grow with confidence. A Show Designed for Every Stage of Practice Growth Medical Millionaire breaks down the journey into four essential stages, showing you exactly how to move from one to the next:Startup – Build the foundation and attract your first wave of patientsGrowth – Scale revenue, expand services, and strengthen operationsOptimize – Increase efficiency, margins, and customer experienceExit – Prepare your practice for maximum valuation and acquisitionIf You're Ready to Grow, This Is Where You Start. Tune in weekly for actionable insights, expert interviews, and the exact playbooks high-performing practices use to dominate their markets. This is the podcast for Medspa owners who want more than a job; they want a scalable, profitable, industry-leading business. Welcome to Medical Millionaire.Let's build your practice into the empire it deserves to be.

Most leadership development fails for one simple reason: organizations can't prove it works.In this episode of The Business of Alignment, AJ sits down with leadership expert Junior to unpack why leadership development needs to move beyond intuition and toward measurable business outcomes.Together, they explore:Why defining leadership behaviors is the foundation of meaningful development.How to build a common leadership language across an organization.The difference between measuring reactions and measuring behavior.Why one-size-fits-all leadership training wastes time and budget.How targeted interventions outperform generic training programs.The connection between psychological safety and real business outcomes, including safety incidents, performance, and organizational effectiveness.How to connect leadership development directly to the KPIs that matter most to each business function.If you've ever struggled to answer the question, "What's the ROI of leadership development?" this conversation provides a practical framework for measuring impact, aligning leadership capabilities with business priorities, and making leadership development a true strategic investment rather than a cost center.Because leadership shouldn't just feel effective it should be measurable.

Owning a dental practice can become stressful when clinical production leaves little time for leadership, planning, and business development. In this episode, Kirk Behrendt speaks with Ariel Sigel, dental practice coach, about three strategic shifts that help owners build more profitable, sustainable practices.You will learn how to create time to work on the business, use data to make intentional decisions, and establish communication rhythms that give your team greater clarity and accountability. For practical steps to become a more effective owner and leader, listen to Episode 1073 of The Best Practices Show!Main Takeaways:Practice owners must allocate dedicated time to function as entrepreneurs rather than spending all of their time producing dentistry.Consistent administrative time and weekly team meetings can improve efficiency without reducing overall production.Practice decisions should be guided by reliable data rather than emotions, isolated complaints, or short-term fluctuations.Teams can use a small number of key metrics and an issues list to identify, discuss, and solve important problems.Regular huddles, team meetings, leadership check-ins, and quarterly planning sessions create predictable communication rhythms.Clear expectations and repeated communication reduce assumptions, improve accountability, and strengthen team alignment.Owners should implement these shifts gradually and build consistent habits instead of introducing every change at once.Episode Chapters:00:00 Intro02:07 The three roles of clinician, leader, and entrepreneur.05:24 Why owners need dedicated time to work on the business.09:10 How consistent leadership and team meeting time improves efficiency.16:10 Moving from reactive decisions to intentional decisions through data.18:00 Using habit stacking, key metrics, and quarterly priorities.20:58 Moving from chaos to clarity through communication rhythms.24:00 How consistency and proactive communication create alignment.26:36 Preventing meetings from becoming complaint sessions.28:00 Using a structured meeting format to improve effectiveness.29:08 Implementing the three strategic shifts one step at a time.31:00 Resources for KPIs, communication rhythms, and practice improvement.Guest Bio/Guest Resources:Ariel has a master's in healthcare administration and several years of dental experience in all aspects of the administrative roles within the dental office. Her passion is to work with dental teams to empower team members to realize their full potential in order to better serve patients, improve office systems to ensure a well-functioning team/office, and to help everyone have fun in the process!Episode Resources:https://www.actdental.com/free-resources/Atomic Habits by James Clear:https://jamesclear.com/atomic-habitsTraction by Gino Wickman: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837To the Top study club: https://www.actdental.com/ttt/https://www.actdental.com/free-resources/More Helpful Links for a Better Practice & a Better Life:The Best Practices Show: https://www.actdental.com/podcast/Best Practices Association: https://www.actdental.com/bpaUpcoming Events & Workshops: https://www.actdental.com/events/Smile Source: https://www.smilesource.com/Subscribe on Apple Podcasts: https://podcasts.apple.comSubscribe on Spotify: https://open.spotify.com

On today's episode, this Part 2 conversation features Jake Conway continuing his April 2026 Mastermind presentation with a deeper look at hygiene performance, owner compensation, cash flow strategy, and practice valuation. Jake explains how hygiene production impacts payroll, fixed costs, doctor production, and overall profitability, while showing how KPIs like perio percentage, fluoride, open hygiene time, exam mix, and production-to-pay ratios can reveal the true causes behind underperformance.  He also outlines how owners can think about paying themselves as both clinicians and owner-operators, including W-2 salary, distributions, gap pay, break-even targets, and capital reserves. The session wraps with a practical look at practice valuations, adjusted net income, EBITDA, doctor-to-doctor sales, and how owner production can directly influence the value of a practice in a DSO or private equity transaction. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

What separates landlords who scale a profitable rental portfolio from the ones who get buried in tenant headaches and cash flow leaks?  In this episode of The A Game Podcast: Real Estate Investing for Entrepreneurs, Nick Lamagna sits down with Ryan Barone, CEO and co-founder of RentRedi, one of the fastest-growing property management software companies in the country. With more than $35 billion in real estate assets managed on the platform, Ryan shares exclusive insights from millions of rental transactions and reveals what the nation's top-performing landlords are doing differently. Whether you own one rental property or hundreds, this episode is packed with actionable strategies to help you increase profits, reduce vacancies, improve tenant relationships, and streamline your rental business using technology and data. Ryan explains how today's most successful investors use automation, tenant screening, maintenance tracking, financial reporting, and AI-powered organization to eliminate costly mistakes while creating a better experience for tenants. In this episode you'll learn: ✅ How to screen tenants like top real estate investors and avoid costly mistakes ✅ The biggest cash flow killers that reduce rental property profits ✅ How data and automation can simplify property management and grow your portfolio ✅ The maintenance strategies that save landlords thousands in unexpected repairs ✅ The KPIs every rental property owner should track to maximize returns Whether you're a new investor, experienced landlord, house hacker, or real estate entrepreneur looking to grow your portfolio, this conversation is loaded with practical advice you can implement immediately.   Connect with Ryan: Ryan Barone on Instagram Ryan Barone on Facebook Ryan Barone on LinkedIn Ryan Barone on Twitter   Connect with RentRedi: www.rentredi.com/ RentRedi on Instagram RentRedi on Facebook RentRedi on YouTube RentRedi on LinkedIn RentRedi on Twitter RentRedi on TikTok   --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers

Picture two stylists. One is a money machine, hitting every metric, booked solid, making multiple 6-figures. The other is producing 30% of that revenue but mentoring newer team members, showing up on time, taking great photos, and supporting the salon's culture in every way possible. Now ask yourself honestly: who is your current system set up to reward? If your salon's promotional path is built primarily around revenue-based KPIs, chances are stylist number one wins every time, no matter how much damage they're doing to your culture. And that model, which worked just fine 10 and 20 years ago, is collapsing fast right now. In this episode, I'm breaking down exactly why the traditional salon promotion structure is broken, the specific flaws in the old model that are quietly costing you your best people, and what we do differently in Thriving Leadership to fix it for good. Ready to see exactly how this works for your salon? I'm hosting a free 3-day training starting July 13th where we dig into all of it. Head to www.thrivingstylist.com/nextlevelsalon to register. Spots are not held, so make sure you sign up before the 13th to get access! The first four episodes of After The Last Client are now available! Head over to www.afterthelastclient.com/ to watch the episodes, binge the series, and nominate the guests you want to see featured next season. The beauty industry is changing faster than ever. What worked in 2022 or even 2024 won't cut it in 2026, so are you ready? Grab our FREE 2026 TREND REPORT, The 2026 Must-Know Business Realities, Strategies & Trends for Stylists and Salon Owners now at https://thrivingstylist.com/mustknow/. Do you have a question for me that you'd like answered in a future episode like this one? A great way to do that is to head over to Apple Podcasts and leave a rating and review with your question. I'm looking forward to answering your question on a future episode on the podcast!  If you're not already following us, @thethrivingstylist, what are you waiting for? This is where I share pro tips every single week, along with winning strategies, testimonials, and amazing breakthroughs from my audience. You're not going to want to miss out on this. Learn more at: https://thrivingstylist.com/ 

Tommy Mello took a college side hustle painting garage doors and turned it into A1 Garage—a home service behemoth on track to generate over $260 million in revenue this year. But he didn't do it by acting like a traditional tradesman. He did it by running his blue-collar business with the data-driven precision of a Silicon Valley tech giant.In this episode, Tommy sits down with Ryan Atkinson to reveal the aggressive scaling playbook that took him from a broke college kid driving a salvage-title truck to leading a company marching toward a $1.4 billion valuation. Tommy breaks down his obsession with marketing and data, including the exact four KPIs he uses to buy, fix, and scale any service business on the planet.Whether you want to dominate your local market or expand across 22 states, Tommy shares exactly how to build a bulletproof brand, why you should give equity to your technicians, and the networking secret that allowed him to walk into $100M+ shops and copy their exact blueprints for success.What You'll Learn in This Episode:The 4 Golden KPIs: The exact four metrics (Booking Rate, Door Conversion Rate, Average Ticket, and Cost Per Acquisition) Tommy uses to guarantee massive profit margins.Creating Blue-Collar Millionaires: Why Tommy gave away over 20% of his company's equity to his top technicians before private equity ever got involved.The Expansion Playbook: Why "spraying and praying" is a mistake, and why you must completely dominate your local market before attempting to expand across state lines.The Billionaire Mindset: How to out-delegate your competition, avoid "shiny object syndrome," and pay for access to the smartest mentors in your industry.Tags: Home Services, Service & Consulting, Business Scaling, Business Mindset, KPIResources:The only thing worse than never starting a business… is starting the wrong one. That's why we created the UpFlip Assessment. It's a free tool that matches you with business ideas based on your skills, budget, experience, goals, and the kind of work you actually want to do. The results are scary accurate. Click the link in the show notes to see your best-fit business ideas in seconds — for free.UpFlip Assessment Tool:  https://accelerator.upflip.com/assessment Follow Our Second Channel Here: https://next.upflip.com/spotify Connect with Tommy Mello: https://www.instagram.com/officialtommymello/?hl=en

This is part two of a two-part series where I teach gym owners how to monitor macro-level KPIs like leads and prospects but focus on the micro details that we can later compound or avoid to achieve our desired end-state. —-------------------------------------------------------------------------------------------------------------I solve problems in your business and make you more money.  Guaranteed. For over a decade, I've been working with gym owners (via one-on-one consulting) to help create tailored solutions to solve their business problems, engineer the game plan and empower them to execute the strategy.Stop wishing your business problems are going to magically go away.  Invest in your business and let me solve your problems and optimize your business fast and efficiently. We'll work together daily/weekly, with a monthly call until the problem is solved and then I want you to fire me.  Because this is YOUR business, I'm just here to solve a specific problem and then get out of your way.⁠Learn more about what it's like for us to work together.⁠—-------------------------------------------------------------------------------------------------------------Want to increase your business IQ by 100x for only $50? Get enrolled in Microgym University - the only online business school that teaches you the best practices and business frameworks from some of the most successful brands in our industry, and then lets you decide which ones to install in your business.New courses are added every month. ⁠⁠www.microgymuniversity.com⁠⁠ —-------------------------------------------------------------------------------------------------------------Need help leasing or buying a building?I created the Gym Real Estate Company so that gym owners had someone who could go beyond the duties of a typical real estate broker and actually advise them on business aspects as they relate to site selection, market location fit, operational capacity, facility layout, pre-sell marketing, and more.If you're looking for help with your next lease or if you want us to help you along the journey of buying a building -⁠ ⁠⁠⁠head over to www.gymrealestate.co and book a Discovery Call.⁠—--------------------------------------------------------------------------------------------------------------