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Mike Todasco is a former Senior Director of Innovation at PayPal and current Visiting Fellow at San Diego State University.In this episode of The Leader Assistant Podcast, Mike talks about the AI landscape, how executive assistants can leverage AI to enhance their role, boost efficiency, and future-proof their careers.Show Notes -> leaderassistant.com/329--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar. --Get your digital copy of The Leader Assistant Workbook at leaderassistantbook.com/workbook to lead yourself, lead your team, and lead your executive.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community
Most brands are about to vanish from search. Yours doesn't have to.AI search isn't the future. It's already rewriting the rules.And if you're not adapting -- you're disappearing.What's changing? Who's winning?And why are some brands thriving while others fade into the algorithmic abyss?Chris Andrew, CEO & Co-founder of Scrunch AI, joins us to break it all down.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:AI Search's Impact on Brand VisibilityStrategies for Winning in AI SearchAI Search and Customer Journey ChangesImportance of AI Crawlers in SEOShifting SEO Tactics for AI SearchAI and Third-Party Content InfluenceSmall Brands Competing in AI SearchFuture of All Search as AI SearchTimestamps:00:00 Brands in the age of AI search 02:50 Leveraging AI for Immediate Impact13:16 "Optimizing Content for AI Crawlers"15:55 "Unblocking AI Crawlers Essential"20:24 Rapid AI Developments Challenge Adaptation22:20 Optimizing Content for AI Retrieval24:31 AI Strategies for Online Brand Management28:22 ChatGPT Memory and AI PersonalizationKeywords:AI search, brand optimization, GPT, perplexity, customer journey, enterprise platform, AI crawlers, AI overview, Anthropic, Claude AI assistant, web research, deep research, Google Workspace, Microsoft Copilot, Google Gemini, VO two, AI video generator, text prompts, OpenAI, social network, CEO Sam Altman, AI-powered sharing, AI referral traffic, brand reputation, persona mapping, buyer behavior, ChatGPT, integration, Claude's new features, beta features, content strategy, organic search, content creation, user intent, AI monitoring, third party content, brand perception, intent-based content, personalized content, buyer intent, search behavior, buyer journey, market adaptation, business strategies, AI consumer, content optimization.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Try Google Veo 3 today! Sign up at gemini.google to get started. Try Google Veo 3 today! Sign up at gemini.google to get started.
Key Takeaways: Growth Through Retained Earnings: C Corporations offer strategic advantages by allowing businesses to retain earnings for reinvestment without triggering immediate tax liabilities. Tax Strategy as a Growth Tool: Leveraging tools like bonus depreciation can improve cash flow and support long-term, sustainable expansion. Importance of Professional Guidance: Engaging a CPA ensures tax planning aligns with broader business objectives, keeping strategy—not just tax savings—at the forefront. Impact of External Factors: Shifts in economic conditions and tax legislation play a critical role in shaping business structure and tax planning decisions. Return to Financial Fundamentals: Businesses are increasingly emphasizing balance sheet strength and operational resilience over aggressive top-line growth. Chapters: Timestamp Summary 0:00 Leveraging AI and Tax Strategies for Business Profitability 2:32 Building Strong Business Balance Sheets Through Retained Earnings 5:41 Tax Strategies and Mistakes in C Corporation Management 7:45 Strategic Tax Planning and Business Growth with Bonus Depreciation 10:37 Exploring French Origins of Wealth Terminology 11:56 Consult Professionals Before Investing Due to Associated Risks Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Check out my newsletter at TKOPOD.com and join my new community at TKOwners.comLearn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 Highlights00:45 Intro for New Listeners02:48 Start of The Episode06:02 Cold Outreach and Sales Strategies08:55 Piggybacking on Existing Businesses11:59 Emerging Opportunities in Home Services17:43 Leveraging AI for Business Growth23:56 The Importance of Reducing Friction in Entrepreneurship29:46 Hands-On Learning and DIY Business Ideas
Art Marketing Podcast: How to Sell Art Online and Generate Consistent Monthly Sales
In this episode of the Art Marketing Podcast, Nick and Pat dive deep into the ever-present challenge of confidence for artists and entrepreneurs. They discuss the importance of maintaining momentum during the summer selling season and how to leverage AI to enhance your art business. With practical tips and insights, they encourage listeners to take action, embrace new technologies, and prepare for the upcoming art selling opportunities. Tune in to discover how to boost your confidence and maximize your art sales this summer! (00:00) - Introduction and Overview (00:10) - The Reality of Confidence (05:30) - Summer Selling Season (10:00) - Importance of Marketing During Key Selling Times (15:00) - Leveraging AI for Artists (20:00) - Becoming the Conductor of Your Art Business (25:00) - Closing Remarks and Call to Action ArtHelper Instagram account https://www.instagram.com/arthelperai/ Keep up with the latest https://linktr.ee/artmarketingpodcast Signup for a free account on ArtHelper and use my jazzy coupon code which is POD. This will give you a free month of the Pro plan that has all the bells and whistles: https://www.arthelper.ai/
The Blueprint Show - Unlocking the Future of E-commerce with AI Summary In this episode of Seller Sessions, Danny McMillan and Andrew Joseph Bell explore the intersection of AI and e-commerce, with a focus on Amazon's technological advancements. They examine Amazon science papers versus patents, discuss challenges with large language models, and highlight the importance of semantic intent in product recommendations. The conversation explores the evolution from keyword optimization to understanding customer purchase intentions, showcasing how AI tools like Rufus are transforming the shopping experience. The hosts provide practical strategies for sellers to optimize listings and harness AI for improved product visibility and sales. Key Takeaways Amazon science papers predict future e-commerce trends. AI integration is accelerating in Amazon's ecosystem. Understanding semantic intent is crucial for product recommendations. The shift from keywords to purchase intentions is significant. Rufus enhances the shopping experience with AI planning capabilities. Sellers should focus on customer motivations in their listings. Creating compelling product content is essential for visibility. Custom GPTs can optimize product listings effectively. Inference pathways help align products with customer goals. Asking the right questions is key to leveraging AI effectively. Sound Bites "Understanding semantic intent is crucial." "You can bend AI to your will." "Asking the right questions opens doors." Chapters 00:00 Introduction to Seller Sessions and New Season 00:33 Exploring Amazon Science Papers vs. Patents 01:27 Understanding Rufus and AI in E-commerce 02:52 Challenges in Large Language Models and Product Recommendations 07:09 Research Contributions and Implications for Sellers 10:31 Strategies for Leveraging AI in Product Listings 12:42 The Future of Shopping with AI and Amazon's Innovations 16:14 Practical Examples: Using AI for Product Optimization 22:29 Building Tools for Enhanced E-commerce Experiences 25:38 Product Naming and Features Exploration 27:44 Understanding Inference Pathways in Product Descriptions 30:36 Building Tools for AI Prompting and Automation 38:58 Bending AI to Your Will: Creativity and Imagination 48:10 Practical Applications of AI in Business Automation
If you're looking for fresh, effective ways to win expired listings without always relying on cold calling, this episode is for you. Real estate coach and agent Kristi Jencks reveals 5 innovative strategies that cut through the noise and attract sellers—no scripts required.Here's what you will discover...Why direct mail still wins when done the right wayHow to create content that expired sellers are searching forA step-by-step expired strategy box that grabs attentionJump to these topics:
Summer is here, and we're diving into exciting vacation plans, family events, growing teams, and new business growth strategies!Time Stamps00:37 - Episode Intro02:15 - Summer Plans and Family Events03:55 - Executive Assistant and Business Growth08:24 - Leveraging AI in Business13:29 - Demandast Plans13:52 - Martin's Business Goals15:31 - Cash Flow Contractor CommunitySnippets from the Episode “I'm looking forward to the middle summer having full stream, regular marketing going on.” -Martin“ I'm coming up with a growth kit that is around leveraging AI in your business because a lot of people don't know where to start.”-KhalilResources24 Things Construction Business Owners Need to Successfully Hire & Train an Executive AssistantSchedule a 15-Minute Roadblock CallCheck out OpenPhoneBuild a Business that Runs without you. Explore our GrowthKits Need Marketing Help? We Recommend BenaliNeed Help with podcast production? We recommend DemandcastMore from Martin Hollandtheprofitproblem.comannealbc.com Email MartinMeet With MartinLinkedInFacebookInstagramMore from Khalilbenali.com Email KhalilMeet With KhalilLinkedInFacebookInstagramMore from The Cash Flow ContractorSubscribe to our YouTube channelSubscribe to our NewsletterFollow On Social: LinkedIn, Facebook, Instagram, X(formerly Twitter)Visit our websiteEmail The Cashflow Contractor
Episode Overview In this episode, John Kitchens and Al Stasek are joined by powerhouse leader Kendall Bonner for a real, unfiltered conversation about what drives agent attraction, what keeps agents stuck in place, and how to lead through the noise with clarity, community, and purpose. They explore the deep psychology behind why agents move (and why many don't), the emotional weight of community and leadership, and the critical role AI is already playing in the evolution of agent growth, operational leadership, and personal productivity. If you've ever wrestled with why people stay in toxic environments, what drives true retention, or how to use AI as your thought partner, this is the conversation you've been waiting for. Key Topics Covered The Psychology of Agent Movement Why most agents don't leave their broker—even when they know they should Understanding “inaccurate certainty” and how it keeps people stuck The role of fear, belonging, and unmet expectations in decision-making Leadership, Trust & Clarity in Retention How leadership confirms a decision to move (but rarely initiates it) The difference between pain-driven vs. solution-driven movement Why unmet expectations cause most breakups—in life and business The Power of Community in Brokerage Decisions Why the right environment unlocks personal growth and collaboration What agents are really looking for when they say “support” Why community must be intentional—not just cultural Using AI as a Thought Partner, Not a Shortcut How Kendall uses “Grace,” her custom GPT, to drive leadership growth Why AI works best when it asks one question at a time Leveraging AI to analyze meetings, contracts, operations, and marketing How to use AI for clarity, personal growth, and better decision-making The Future of Real Estate Growth How EXP is embracing AI with tools like Fixer and Huzi Using tech to unlock productivity, not replace people The AI-driven Clarity Report and how to use it to collapse time Resources Mentioned The Simple Psychology of Real Estate Recruiting (report referenced by Al) AI Powered Real Estate Playbooks (via Huzi) Working Genius by Patrick Lencioni The AI-First Company by Ash Fontana The Advantage by Patrick Lencioni Buy Back Your Time by Dan Martell Fixer.ai and Huzi.ai tools for agents and leaders If this episode gave you new insight, clarity, or sparked a fire to lead differently, share it with someone who needs to hear it. “AI has the power to make us superhuman… it has supercharged my productivity.” — Kendall Bonner Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!
In this episode of the I Love Coaching podcast, hosts Adam Roach and Jess Webber explore the evolving role of AI in coaching. They discuss the balance between leveraging AI tools and maintaining the essential human connection that coaches provide. The conversation delves into the importance of emotional intelligence, the need for coaches to adapt to technological advancements, and the future of AI in the coaching industry. They emphasize that while AI can enhance coaching practices, it cannot replace the unique insights and emotional support that human coaches offer.TakeawaysAI is a powerful tool for coaches but cannot replace human connection.Emotional intelligence is crucial for effective coaching.The ability to prompt AI effectively can enhance its usefulness.Coaches must adapt to technological advancements to remain relevant.AI can provide insights that a human might miss.The coaching industry is evolving with the integration of AI.Clients may still prefer human coaches for emotional support.Understanding AI's capabilities can improve coaching strategies.The future of coaching will involve a blend of AI and human interaction.Coaches should embrace AI as a partner in their practice.Chapters00:00 Introduction and Excitement for Upcoming Events03:00 The Role of AI in Coaching06:07 Human Connection vs. AI Coaching08:52 The Importance of Emotional Intelligence in Coaching12:01 Leveraging AI for Enhanced Coaching14:59 User Demographics and AI Adoption17:52 The Future of AI in Coaching20:55 Overcoming Fear of AI and Embracing Technology23:56 Final Thoughts and Call to Action
Michael Hsu is the Founder and CEO of MEASURE × HACK, a financial literacy and business performance company that helps entrepreneurs understand and manage their money through systems and metrics. He is also the Founder and CEO of DeepSky, a leading CFO consulting and outsourced accounting firm. Lisa Riley is the Owner and President of multiple Tulsa-area Pinot's Palette studios, part of a US paint‑and‑sip franchise offering guided canvas painting with wine and cocktails. Under her leadership, she expanded to three locations and built a reputation for creativity. Lisa also works as a professional food stylist. Lorraine Corcoran is the Co‑founder and CEO of Nyrah Beauty, a science‑driven, plant‑infused skincare company. A mechanical engineer with over 25 years of experience in product development, she led the formulation, manufacturing, and innovation of products in the cosmetics, pharmaceutical, and medical device industries. Marina Byezhanova is the CEO of Brand of a Leader, a global personal‑branding agency that helps entrepreneurs and executives build thought leadership voices. Born in Soviet-era Ukraine, she is a global speaker, university instructor, and has been featured in top-tier media like Inc., Forbes, Fast Company, and WSJ. In this episode… Building a business is never a straight line. From personal health challenges to financial missteps, global disruptions, and emerging technologies, entrepreneurs are constantly faced with moments that demand reinvention. The ones who thrive are those who lean into community, stay adaptable, and turn setbacks into catalysts for growth. For Michael Hsu, losing track of his company's finances forced a wake-up call and a return to disciplined money management. Lisa Riley's cancer diagnosis and appearance on a business reality show helped her reimagine her franchise and earn national recognition. Lorraine Corcoran shifted a manufacturing business during COVID and launched a skincare brand focused on hormonal health. Leveraging AI allowed Marina Byezhanova to restructure her agency and gave her a renewed focus on high-impact talent and innovation. In this episode of the Rising Entrepreneurs Podcast, recorded live at the Entrepreneurs' Organization Global Leadership Conference in Honolulu, you'll hear how four founders embraced crisis, leaned on community, and came out stronger through clarity, creativity, and change.
AI is rewriting the rules of business—faster than most people realize. In this talk I had at the YPO Global Marketing Summit, I break down how AI is enabling leaner teams to drive real revenue, shift business models, and operate at scale. I share frameworks for implementation, how SEO is evolving into search everywhere, and how we're using AI for recruiting, content creation, and cost efficiency. From building community to deploying autonomous workflows, this is about staying relevant—and ahead—as the landscape keeps changing. TIMESTAMPS (00:00) Introduction to AI in Business (03:12) The Evolution of Business Models with AI (05:59) DIY vs. Done With You: AI Implementation Strategies (08:47) The Future of SEO: Search Everywhere Optimization (12:01) Leveraging AI for Recruitment and Team Efficiency (14:51) Building Communities and Content Creation with AI (18:13) The Role of AI in Cost Reduction and Business Growth (21:00) The Future of AI: Autonomous Agents and Workflows (23:49) Conclusion: Embracing AI for Competitive Advantage How to Connect: IG: / ericosiu X: / ericosiu
Mike Schmitz returns to the Road to Macstock Conference and Expo to discuss his session, “Think Different: Using AI as Your Creative Copilot.” He explains how he uses AI not to automate the end product, but to enhance the early stages of the creative process—particularly brainstorming and idea generation. By reframing “hallucinations” as sparks of inspiration, Mike shares how large language models help overcome creative bottlenecks, reduce friction, and support consistency without sacrificing originality. He also highlights specific tools that allow independent creators to scale their reach more effectively and thoughtfully. http://traffic.libsyn.com/maclevelten/MV25171.mp3 This edition of MacVoices is brought to you by our Patreon supporters. Get access to the MacVoices Slack and MacVoices After Dark by joining in at Patreon.com/macvoices. Show Notes: Chapters: 00:07 Road to Mac Stock with Mike Schmitz 01:48 AI as Your Creative Copilot 03:48 Exploring AI's Creative Potential 09:52 Leveraging AI for Content Creation 13:59 Tools Revolutionizing Creativity 19:52 Removing Friction in Creation 21:04 Using AI to Ship More 21:54 MacStock Conference Details 22:44 Where to Find Mike Schmitz Links: stock Conference and Expo Save $50 with the Mike's discount code: practicalpkm Save $50 with Chuck's discount code: macvoices50 Guests: Mike Schmitz is a nerd and an independent creator who talks about the intersection of faith, productivity, and tech He's a YouTuber, screencaster (ScreenCastsOnline), writer (The Sweet Setup), and co-hosts the Focused, Bookworm, and Intentional Family podcasts.His newest effort is PracticalPKM, where he teaches his personal approach to getting more done. Follow him on Twitter as _MikeSchmitz. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Subscribe to C-Speak so you never miss an episode. Listen on Apple Podcasts, Spotify or wherever you get your podcasts.On this episode of PNC C-Speak, Lila Snyder, CEO of Bose Corp., discusses her vision for the company's future, leveraging AI to enhance user experience and Massachusetts' role as a hub for talent and business.Snyder also touches on the company's culture of innovation and how her team pushes the envelope in audio technology. “Most great innovation comes from understanding where your customer has pain points, so we spend a lot of time being customers ourselves, talking to customers, learning about what our customers really care about,” Snyder said.Listen to the podcast to learn more about: The importance of leadership and connection during the Covid-19 pandemic (3:15)Snyder's personal career path from the Massachusetts Institute of Technology to Bose (8:19)[JL2] Advice Snyder would share with her younger self (13:49)The future of innovation at Bose and how AI fits in (21:11)Powered by PNC Bank.
In this expert-led episode, Christopher Rudolf, CEO of Volv Global, unpacks how artificial intelligence is revolutionizing rare disease detection and knowledge generation. With over 30 years in data science and medical informatics, he shares how machine learning is being used to solve two of the biggest challenges in rare disease: finding undiagnosed patients and generating actionable clinical insights.This conversation is essential for professionals in healthcare innovation, data analytics, life sciences, and rare disease advocacy. Discover how AI is shortening diagnostic journeys, overcoming data limitations, and uncovering new phenotypic patterns - especially for ultra-rare conditions often overlooked by traditional systems.In this episode, you will hear:How AI pinpoints hidden rare disease patients using population-scale clinical, claims, and genetic dataWhy traditional EHR data and diagnostic coding fail rare disease detection - and how AI models fill the gapThe challenge of balancing specificity vs. sensitivity in identifying true positivesHow natural history studies and patient-generated data are helping refine precision medicineWhat AI-generated insights reveal that clinical literature often missesThe role of patient advocacy groups in training better algorithms and ensuring relevancePrivacy, redaction, and regulatory concerns - and how to responsibly handle sensitive patient dataThe limitations of synthetic data, federated learning, and digital twins in ultra-rare conditionsHow bias in healthcare data can mislead AI - and what safeguards can mitigate disparitiesWhat's next: scaling ethically, lowering costs, and building trust between AI tools and cliniciansAbout the Podcast:AI for Pharma Growth is a podcast focused on exploring how artificial intelligence can revolutionise healthcare by addressing disparities and creating equitable systems. Join us as we unpack groundbreaking technologies, real-world applications, and expert insights to inspire a healthier, more equitable future.This show brings together leading experts and changemakers to demystify AI and show how it's being used to transform healthcare. Whether you're in the medical field, technology sector, or just curious about AI's role in social good, this podcast offers valuable insights.AI For Pharma Growth is the podcast from pioneering Pharma Artificial Intelligence entrepreneur Dr. Andree Bates created to help organisations understand how the use of AI based technologies can easily save them time and grow their brands and business. This show blends deep experience in the sector with demystifying AI for all pharma people, from start up biotech right through to Big Pharma. In this podcast Dr Andree will teach you the tried and true secrets to building a pharma company using AI that anyone can use, at any budget. As the author of many peer-reviewed journals and having addressed over 500 industry conferences across the globe, Dr Andree Bates uses her obsession with all things AI and futuretech to help you to navigate through the, sometimes confusing but, magical world of AI powered tools to grow pharma businesses. This podcast features many experts who have developed powerful AI powered tools that are the secret behind some time saving and supercharged revenue generating business results. Those who share their stories and expertise show how AI can be applied to sales, marketing, production, social media, psychology, customer insights and so much more. Dr. Andree Bates LinkedIn | Facebook |...
SummaryIn this engaging episode of Startup Junkies, hosts Daniel Koonce and Harrison Kitson sit down with Gopi Chandran and Shannon Williams from AssistNow, a rapidly growing IT services and consulting firm specializing in Workday, ERP systems, and AI integration. Gopi shares the story of founding AssistNow four years ago, bootstrapping the company from its early days after decades of experience in the ERP space. Shannon, who recently joined the team, discusses the company's core offerings: Workday staffing, consulting services, post-go-live support, and the innovative use of AI through in-house tools like Assistly. The conversation explores how AI is revolutionizing day-to-day support for clients, simplifying tasks and delivering instant answers, and hints at new tools currently in development.The discussion delves into AssistNow's competitive edge. The team emphasizes their cost-effectiveness, commitment to customer satisfaction (including a rare money-back guarantee), and focus on building authentic relationships rather than relying solely on aggressive sales tactics. They also talk about the importance of trustworthiness, personal connection, and adaptability as drivers of their organic growth. Gopi and Shannon share valuable lessons from their entrepreneurial journeys, including the pitfalls of doing business with friends and the importance of reading contracts carefully. Looking ahead, AssistNow is planning strategic global expansion and continued innovation in AI, while maintaining its core values and personalized approach. The episode is an insightful look into what it takes to succeed—and grow—authentically in the tech consulting world!Show Notes(00:00) Introduction(05:46) Creating Reports with Assistly(07:35) Targeting Mid-Market and Recoveries(11:30) Customer Retention Through Proactive Responses(16:02) Expanding Global Office Strategy(18:24) Lessons in Business and Friendship(20:22) Avoiding Desperate Decisions(23:32) Closing ThoughtsLinksDaniel KoonceHarrison KitsonStartup JunkieStartup Junkie YouTubeShannon WilliamsGopi ChandranAssistNow
In this conversation, Adam Anzuoni, co-founder of an AI onboarding automation startup SimpleStack, shares his journey in the tech industry, discussing his experiences as a CTO and the lessons learned that led to the creation of SimpleStack. We discuss the challenges faced by fast-growing startups in managing their tech stack, how SimpleStack aims to simplify user provisioning and authentication, the integration of AI agents in business processes, the importance of knowledge sharing in tech, and more! This is a great listen for those interested in learning more about building AI solutions, the startup path, and leadershipListen on Spotify: https://open.spotify.com/show/1tnV8Qk6SEw1Dr9Tqikr0HWatch on YouTube: https://www.youtube.com/@alexa_griffithLinks: Linkedin: https://www.linkedin.com/in/adamanz/Substack: https://substack.com/@adamanzuoniSimpleStack LinkedIn: https://www.linkedin.com/company/mysimplestack/about/SimpleStack Website: https://mysimplestack.com/You can now watch on YouTube! Find more from this podcast at https://creators.spotify.com/pod/profile/alexagriffith/You can support this podcast on the creators page. Make sure to subscribe and follow Alexa's Input on X (https://x.com/alexasinput) to get notified when a new podcast episode comes out.Chapters00:00 Introduction to Adam Anzoni and SimpleStack01:24 Adam's Journey in Tech and Lessons Learned02:40 Launch Experience at Google Cloud Next06:14 Transitioning from CTO to Co-Founder07:47 Understanding SimpleStack's Purpose and Problem Solving10:12 Identifying Market Gaps and Competitors12:49 Target Audience and User Experience15:54 Challenges in Building SimpleStack17:32 Design Principles and Customer Feedback18:53 Building Team Culture and Hiring Plans22:06 Finding a Co-Founder and Networking Benefits26:31 Investment Strategies and Future Plans27:29 Leveraging AI for Enterprise Solutions29:21 The Role of Leadership in Tech31:09 Educating the Community on AI34:29 The Evolution of AI Agents39:02 Automating Onboarding Processes42:31 Building Trust in AI Technologies48:09 Future of AI Integration51:39 Roadmap for SimpleStack's Growth
ABOUT THE GUEST(S)Morgan J. Ingram is a dynamic sales strategist, keynote speaker, and content creator who specializes in modern sales development and personal branding. As Founder and CEO of AMP Social, Morgan is passionate about helping sales professionals level up their skills through mindset shifts, storytelling, and authentic engagement.Widely recognized for his impactful content and his YouTube series The SDR Chronicles, Morgan empowers sales teams to build trust, create meaningful conversations, and succeed by showing up as their true selves.SHOW SUMMARYIn this episode of Selling from the Heart Podcast. Larry Levine and Darrell Amy are joined by Morgan Jay Ingram, VP of Go-To-Market Talent and Development at Amp Social. The discussion highlights the importance of genuine storytelling, leveraging AI to enhance productivity, and maintaining authenticity amidst rapid technological advancements. Morgan shares valuable strategies on how sales professionals can use AI as an ally while staying true to their craft and building meaningful relationships with clients.KEY TAKEAWAYSThe importance of authentic leadership and building trust in the sales profession. The significance of storytelling and connection in maintaining relevance in a world influenced by AI. Leveraging AI as a tool to enhance productivity rather than a replacement for human skills. The focus on immersing oneself in their craft and industry to truly "sell from the heart." The impact of technology, especially AI, on the sales profession and how sales professionals can adapt.QUOTES"Great leadership doesn't stop with sales. It starts at the top with CEOs who inspire, trust, create meaningful cultures, and lead with purpose." "Selling from the heart comes from immersing yourself in the craft of what you do and finding alignment in the passion or excitement of what you sell." "If you're immersed in your craft and sales, you're immersed in the industry, and then I think that's selling from the heart because you're gonna have empathy from both lenses." "AI is an incredible assistant in terms of streamlining things. Think of it as a free assistant that can help you take steps that you struggle with." "AI can actually filter through the noise, but it is only a mirror of you. If your outputs are bad, it means you're not doing the right thing to begin with."Learn more about Morgan J Ingram.LinkedIn: https://www.linkedin.com/in/morganjingramamp/Learn more about Darrell and Larry.Darrell's LinkedIn: https://www.linkedin.com/in/darrellamy/Larry's LinkedIn: https://www.linkedin.com/in/larrylevine1992/Website: https://www.sellingfromtheheart.net/ADDITIONAL RESOURCESDiscover Heart-Centered Leadership:Explore the Culture from the Heart Podcast and uncover the secrets to thriving workplace cultures. Know a visionary CEO? Nominate them today at
GET YOUR LIVE EVENT TICKETS:https://www.eventbrite.com/e/vacation-rental-investing-masterclass-tickets-1384455887829?aff=oddtdtcreatorWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7In this episode of the Vacation Rental Revolution podcast, Shawn Moore interviews Shane and Danielle Peterson, who share their journey in the vacation rental market. They discuss their initial struggles with property management, the transformation of their properties, and the importance of creating immersive guest experiences.FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreGET YOUR FREE BOOK & TRAINING HERE:https://vodyssey.com/Chapters00:00:00 Intro00:01:00 Maximizing Property Potential00:02:53 The Journey into Real Estate00:05:51 Challenges with Property Management00:09:09 Transforming Properties for Success00:11:56 Launching a New Strategy00:14:50 Creating Immersive Guest Experiences00:17:52 The Future of Short-Term Rentals00:22:24 Enhancing Property Appeal Through Art and Photography00:27:12 Understanding Market Performance and Revenue Growth00:33:24 Pricing Strategies and Guest Quality Insights00:39:06 Leveraging AI for Property Management Efficiency
Humans are in a tough spot right now. Seems like everyone's talking about AI disruption, how to "stay human," why humans will be more or less important, and on and on. But one thing remains certain: business transformation will fail without a human-centric approach. In this episode of The Trending Communicator, host Dan Nestle sits down with change management and change communications legend Kate Bullinger, CEO of United Minds, to discuss the critical role of human-centric approaches in managing organizational change. With over two decades of experience partnering with senior executives on enterprise transformations, Kate shares her wisdom and insights on building purpose-driven cultures and high-performing teams. From M&As to restructuring and leadership transitions, Kate and Dan examine the complexities of change management in today's constantly disrupted business environment. They explore how AI and technology can enhance communication strategies while emphasizing the importance of maintaining a human touch. Kate offers practical advice on creating effective change playbooks, addressing employee concerns, and navigating the challenges of fractured audiences within organizations. Listen in and hear about... Human-centric approaches to organizational change and transformation The importance of creating a "North Star" vision for change initiatives Leveraging AI tools to enhance change management strategies The impact of employee advocacy on organizational reputation and change efforts Future leadership challenges in an AI-driven, hybrid work environment Notable Quotes Human-Centric Change: "Change can't happen if you don't bring the humans along for the journey.” - Kate Bullinger [04:25 → 04:42] Communication During Uncertainty: "Even getting out there and listening and being present can quell a lot of those concerns or at least let people know that there's no new information to share. I think that's something that's really consistent across any kind of change because at the end of the day, it's really about human behavior. Right. And people don't like change." - Kate Bullinger [11:37 → 12:03] Employee Engagement: "The more people feel like they've had a voice or they've had some fingerprint on the process, the more they feel bought in." - Kate Bullinger [29:08 → 29:31] Future Leadership: "When you think about 10 years from now, what is it going to look like to lead a large global organization? I don't. Those leaders won't be in their jobs anymore.” - Kate Bullinger [1:03:52 → 1:04:20] Change Management: "It's not that people are processing faster, but that our ability to engage them in a meaningful and more targeted way that's stakeholder-centric. Even inside the organization, I think is where we want to lean into AI and technology." - Kate Bullinger [1:04:20 → 1:04:35] Resources and Links Dan Nestle Inquisitive Communications | Website The Trending Communicator | Website Communications Trends from Trending Communicators | Dan Nestle's Substack Dan Nestle | LinkedIn Dan Nestle | Twitter/X Kate Bullinger United Minds | Website Kate Bullinger | LinkedIn Timestamps 0:00 Intro: AI content debate on LinkedIn 5:07 Human-centric approach in business transformation 10:37 Challenges of communicating during change 15:42 Creating a North Star vision for change 21:52 Types of business transformations 28:31 Leadership behaviors during organizational change 34:18 Navigating uncertainty as a communications leader 40:19 Using AI tools for employee sentiment analysis 45:11 Developing a modern change management playbook 51:53 Communications teams as organizational nerve centers 59:55 Unique skills gained from managing transitions 1:03:26 Future of leadership in evolving workplaces (Notes co-created by Human Dan and Flowsend.ai ) Learn more about your ad choices. Visit megaphone.fm/adchoices
Check out my newsletter at TKOPOD.com and join my new community at TKOwners.comHoldCo Bros are back! In this episode, Nik and I discussed a bunch of real-world business ideas. We started with how I generated 70+ high-intent leads for a secret pickleball club using just $200 in Facebook ads. We got into the economics of renting out backyard sport courts, talked about a Swimpley-style marketplace for pickleball (www.portacourts.com), and broke down why bathtub refinishing might be one of the best overlooked home service businesses out there. Toward the end, we talked through a new idea for an AI-powered accountability partner that feels more like texting a friend than using an app.Learn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 Building a Pickleball Club: A Unique Business Idea12:03 Exploring the Bathtub Refinishing Business24:11 Leveraging AI for Accountability and Personal Growth
PrimeBuyers Founder and Real Estate Investor Brad Bone is joining The Al Nicoletti Show! Brad and his brother, Justin, have been investing in real estate for over ten years, using novations and assignments as their primary exit strategy. They also launched RiverX AI, which delivers AI-powered appointment setting and follow-up, specifically built for real estate investors. On the show, he will be discussing how he runs a successful business remotely and how AI can help automate sales conversations.Tune in to learn more about the current state of the real estate market, discover new trends, and learn tips and tricks from the biggest names in the industry!FACEBOOK: facebook.com/flattorneynicolettiINSTAGRAM: instagram.com/attorneynicolettiYOUTUBE: Al Nicoletti - YouTubeLINKEDIN: linkedin.com/in/attorneynicolettiWEBSITE: ...
In this second episode of our lung cancer miniseries, Jonathan Sackier is joined by David Baldwin, a leading expert in screening, epidemiology, and policy. Baldwin reflects on national screening programmes, groundbreaking trials, and how AI, big data, and evidence-based guidelines are reshaping lung cancer care. Timestamps: 00:00 – Introduction 03:17 – Key takeaways from the UKLS trial 11:10 – Boosting participation in screening studies 17:04 – The Targeted Lung Health Check programme 23:30 – Understanding large datasets in lung cancer epidemiology 32:44 – AI and big data in lung cancer imaging 41:43 – Shaping national guidelines 47:47 – Are we doing enough to prevent lung cancer? 53:06 – Baldwin's three wishes for healthcare
#231: Chris shares his top 50 hacks, learnings and lessons from the past 230 episodes. Learn actionable strategies to level up your travel, wealth, points & miles, productivity, relationships, and so much more! Link to Full Show Notes: https://chrishutchins.com/50-impactful-lessons-travel-money-life Partner Deals Copilot: Free 2 months access to my favorite personal finance app with code HACKS2 NetSuite: Free KPI checklist to upgrade your business performance Facet: Personalized Financial Planning + $250 enrollment fee waived DeleteMe: 20% off removing your personal info from the web Vuori: 20% off the most comfortable performance apparel I've ever worn For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned Price Monitoring Services Vacation Rentals: HiChee Car Rentals: AutoSlash Hotel Rentals: HotelSlash Flights: Autopilot | Tripit | Going™ eSIMs: Airalo Books Never Pay the First Bill: And Other Ways to Fight the Health Care System and Win Die With Zero: Getting All You Can from Your Money and Your Life Make Time: How to Focus on What Matters Every Day Hell Yeah or No: what's worth doing The 80/80 Marriage Burn the Boats: Toss Plan B Overboard and Unleash Your Full Potential 10 Easy Money Rules by Ramit Sethi Keepa Savendeals Savewise (20% off with ALLTHEHACKS20) Rakuten ($30 bonus here) CardPointers Pro (30% off here) Cashback Monitor Library Extension | Libby Gelt (skip the waitlist here) Free Unclaimed Money Site Bilt Rewards Payment Platforms Plastiq Melio Zil Money Trust & Will (20% off custom estate plans here) The Work Number Report DeleteMe (20% off here) ATH Podcast Full List of Episodes Newsletter Leave a review: Apple Podcasts | Spotify Email for questions, hacks, deals, and feedback: podcast@allthehacks.com Full Show Notes (00:00) Introduction (04:07) Ways to Boost Your Points and Miles (06:10) The Truth About Credit Scores (07:57) Leveraging Award Search Tools and Points (11:15) Hidden Credit Card Benefits (13:21) Travel Planning Tips and Tricks (15:11) Monitoring Price Drops: Flights, Hotels, Car Rentals (17:02) Emailing the Hotel Before Your Stay (20:44) Hacks for International Travel (22:13) The Peak-End Rule (23:08) Why You Should Audit Your Bills (25:16) Saving Money on Housing (27:04) A Die with Zero Mindset (28:46) Establishing Money Rules (30:29) The Power of Negotiation (32:54) Stacking Deals to Increase Savings (37:46) Browser Extensions to Secure the Best Deals (39:40) Leveraging Gift Cards (41:28) How to Access Library Books Online (42:00) Freebies at Hotels (42:31) Saving Money on Taxes (43:38) Automating Investments (45:31) Tax-Advantaged Accounts, Donor-Advised Funds, and HSAs (48:18) The Best U.S. Bank Accounts (50:28) Turning Deals into Side Hustles (51:58) Free Unclaimed Money (53:21) Paying Bills with Credit Cards (55:13) Setting Up a Will and Trust (56:31) Leveraging AI to Save Time (58:06) Ways to Optimize Your Time (59:19) The Hell Yes or No Filter (1:01:32) How to Buy Back Time (1:03:44) Levels of Listening and 80/80 Marriage (1:05:21) Two-Hour Cocktail Party (1:06:45) Making Healthier Decisions (1:08:25) Protecting Your Identity (1:10:38) Decision-Making Tactics Connect with Chris Newsletter | Membership | X | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
Career narrative isn't just about resumes anymore — it's about storytelling with purpose. In this episode, we dive deep with seasoned executive Steve Sopko, whose journey spans from Fortune 100 giants to the cutting edge of the space industry.Steve unpacks the real reason executive coaching matters in a post-AI workforce, how to reverse job obsolescence, and why embracing leadership transformation is non-negotiable in today's economy. If you're struggling to translate your work history into a compelling story, or you're trying to escape the fear-based corporate culture, this conversation gives you frameworks and narrative coaching strategies to help you align your strengths with what the job market actually needs.For entrepreneurs scaling operations, Steve shares his "sales plumber" approach to sales funnel optimization and how to remove friction in high-growth environments. We also explore how leaders can rethink their value in the face of AI career impact, and why the rise of space industry innovation is an opportunity for generalists who know how to tell the right story.Whether you're pivoting roles, navigating the future of work, or just want to make your experience make sense, this episode delivers the insights and tactical wisdom you've been searching for.00:00 - Welcome & Introduction to Steve Sopko01:00 - Career origins: Soviet negotiations & Fortune 10003:00 - Breaking from fear-based leadership05:00 - Surviving job obsolescence & embracing reinvention07:00 - Balancing niche focus with versatile skills09:00 - The real pain point of sales processes10:00 - Executive profile: who Steve helps and how12:00 - Leveraging AI in business & coaching14:00 - Cultural barriers to AI adoption15:00 - Reframing your career narrative17:00 - Hard lessons from failed ventures18:00 - Thoughts on Oracle, Cerner & healthcare tech19:00 - Government, innovation, and founder ecosystems20:00 - Final thoughts + where to find SteveTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025
In this episode of the Product Thinking Podcast, Melissa Perri sits down with Monica Lewis, VP of Product at LinkedIn, to explore how AI is transforming sales solutions.Monica shares her journey from engineering to leading LinkedIn's billion-dollar Sales Solutions team, focusing on creating powerful AI-driven tools that increase the effectiveness of the sales team.Monica discusses the integration of AI in sales processes and highlights the importance of understanding customer needs to create solutions that address real-world challenges. She emphasizes the role of AI in streamlining tasks, thereby enabling sales professionals to focus on strategic activities that create value for buyers and sellers.If you want to learn how AI can reshape your approach to product management and sales strategy, tune in and gain valuable insights from Monica's experience at LinkedIn.You'll hear us talk about:00:02:54 - Grounding AI in Customer NeedsMonica explains how LinkedIn ensures their AI solutions are centered around customer problems, emphasizing the need for understanding audience and customer requirements first when developing AI-driven products.00:10:27 - Leveraging AI to Improve Sales EffectivenessMonica shares how AI is helping salespeople become more efficient by automating non-customer-facing tasks and providing valuable insights for better decision-making.00:30:01 - Embracing Failure and Rapid TestingMonica shares a pivotal moment at LinkedIn where rapid experimentation and smart risk-taking led to an increase in customer acquisition, highlighting the importance of quick testing, learning, and iteration.Episode resources:- Monica on LinkedIn: https://www.linkedin.com/in/monicamlewis/- Check our new course: https://productinstitute.com/p/mastering-product-strategy-overviewTimestamps:00:00 Introduction03:04 Dear Melissa07:49 Building Sales Solutions at LinkedIn13:01 Creating a culture of experimentation16:12 Trends in AI and the evolving role of salespeople21:17 Balancing metrics, data, and user value25:13 Designing user experiences with smart cues30:59 Monica's career pivotal moments and product strategy insights36:59 Managing innovation, bets, and experimentation40:46 The future of sales and advice to younger self
Think cybersecurity is just an IT issue? Think again. Eden Data founder & CEO, Taylor Hersom, joins us to expose how security is no longer just about avoiding breaches — it's a powerful tool for building customer trust, boosting sales, and standing out in a crowded market.He shares why smart companies are making cybersecurity part of the brand conversation and how marketing and CX leaders can leverage security to win hearts (and wallets). We also dig into the uncomfortable truth that most data breaches aren't the work of sophisticated hackers — they're caused by everyday human mistakes.From the surprising details behind the Coinbase breach to the silent risks of AI misuse, Taylor pulls back the curtain on what's really threatening your customer experience. If you think your team is in the clear, this episode might change your mind. Key Moments:00:00 Who is Taylor Hersom, Founder & CEO of Eden Data?04:39 Taylor's Journey to Cybersecurity07:49 Building & Scaling Eden Data29:53 Current Cybersecurity Threats39:20 Client Engagement and Cybersecurity as a Sales Strategy45:56 Cybersecurity Training and Human Error47:54 Leveraging AI in Cybersecurity50:32 Future Threats and Everyday Security Tips57:43 Recovering Trust After a Data Breach59:35 Building a Culture of Cybersecurity –Are your teams facing growing demands? Join CX leaders transforming their AI strategy with Agentforce. Start achieving your ambitious goals. Visit salesforce.com/agentforce Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org
In this episode of The Social Media Takeaway, I chat with Lisa Bloom, professional storyteller, coach, and author of three bestsellers, including Seven Stories That Sell.Lisa has helped thousands of business owners use storytelling to build trust, stand out, and drive more sales. We explore how telling the right stories in the right way makes selling easier and more authentic.You'll learn: ✅ The 7 types of stories that help you sell ✅ How to use personal stories to build trust and connection ✅ How to test your story so it resonates with the right audience ✅ Why storytelling is a key differentiator in an AI-driven world ✅ How to use AI as a support tool, not a replacement, for your voiceIf you want your marketing and sales to feel more human and more effective, you'll get lots of ideas from this conversation.SHOW CHAPTERS00:00 Introduction and Guest Welcome00:33 Lisa Bloom's Books and Storytelling Journey03:45 The Power of Authentic Stories07:16 Seven Stories That Sell09:13 Storytelling in Business and Personal Connection12:00 Testing and Tailoring Your Story18:31 Leveraging AI in Storytelling20:23 Final TakeawaysConnect with Lisa:LinkedInLisa is running a free Story Selling Workshop at three different times, between June 11-13, and I think it'll be brilliant.If you're tired of writing posts, running webinars, or pitching on calls and feel like it's not landing...this workshop is for you!SIGN UP HERE!If you enjoyed this episode, be sure to subscribe to my podcast because more like this is on the way!If you'd like to book a call to see how I can support you head over to my website here. www.sellonsocialmedia.academy/helloMy 2025 Social Media Content Planner & Guide is now available! Packed with 400 content prompts, expert tips, and $377 worth of free resources to help you save time and get results in 2025. Grab your copy now on Amazon! Amazon UK...
What happens when the career you built no longer feels like the life you want?In this powerful episode of the Spartan Leadership Podcast, Josh Kosnick sits down with long-time friend and coach Michael Brownlow. After years of success at Northwestern Mutual, Michael made the rare decision to walk away—not because he failed, but because he felt called to something deeper.They explore what most leaders avoid: discomfort, identity shifts, physical pain, and what it really means to pursue purpose over performance. From stories of international travel to lessons learned in stillness and struggle, this conversation is for anyone ready to stop performing and start leading.Learn more about Michael: https://michaelbrownlow.com oin Rhino Boot Camp: https://joshkosnick.com/rhinoConnect with Josh: https://joshkosnick.comFollow on Instagram: @joshkosnickChapters: 00:00:00 - Introduction00:01:19 - Welcome to the Show00:01:56 - Entering Financial Services00:04:58 - The Attraction of Human Development00:05:33 - The Challenge of Human Development00:11:07 - The Importance of Self-Investment00:11:24 - The Value of Genuine Engagement00:14:04 - The Reality of Termination00:15:35 - Understanding Ikigai00:16:59 - Navigating Professional Life00:18:20 - Identifying Career Criteria00:21:15 - The Role of Packaging and Titles00:24:35 - Maintaining Identity Amidst Change00:25:24 - The Importance of Recognizing Identity00:31:06 - Addressing the Identity Crisis00:31:31 - The Pursuit of Mastery00:32:37 - The Importance of Associations00:33:44 - Leveraging AI for Personal Development00:34:56 - Introduction to Rhino Bootcamp00:35:12 - The Vision Behind Rhino Bootcamp00:38:58 - The Impact of Rhino Bootcamp00:41:33 - The Birth of Rhino Bootcamp00:43:14 - The Value of Bias for Action00:43:39 - The Power of Imperfect Action00:46:41 - The Philosophy of Self-Development00:47:38 - The Value of Personal Investment00:50:27 - Overcoming Imposter Syndrome00:52:37 - The Power of Authenticity00:55:03 - The Joy of the Climb00:56:20 - The Impact of Rhino Bootcamp01:01:14 - The Importance of Follow-Up and Community01:02:08 - The Lack of Personal Development Plans01:03:40 - The Vision for Future Coaching01:06:32 - The Importance of Leadership Skills01:07:47 - Personal Responsibility in LiSpartan Valor Foundation is dedicated to empowering veterans, military families, and survivors of child trafficking. Through strategic partnerships, we provide critical resources, advocacy, and hope for those who have sacrificed so much. Join us in making a difference—because no hero should stand alone.
In this episode of Tacos & Tech, Neal welcomes a longtime friend, Andy Taylor, Co-Founder and CEO of RetroRate. to talk about building a company around an idea few people even know exists: assumable loans. They dig deep into Andy's journey from building software at Electronic Arts and Apple to leading product at Redfin, launching mortgage startup Approved, and now tackling a hidden opportunity in real estate finance: assumable loans. Andy shares his personal founder journey, lessons learned across big tech and startups, and why he's committed to building in San Diego. Key Topics: A walk through Andy's product career—from EA to Apple to Redfin Why assumable loans are the key to unlocking a stuck real estate market The origin story behind RetroRate and solving a problem most people don't know exists The impact of locked-in low rates on buyer power and seller mobility Lessons learned building, scaling, and selling a mortgage startup (Approved) Navigating startup life post-acquisition and deciding to build again The evolving San Diego startup landscape and why it's a great place to build Real talk on balancing work, life, and entrepreneurship with family in tow Leveraging AI and design thinking in modern proptech Links & Resources: RetroRate Connect with Andy: LinkedIn: Andy Taylor Connect with Neal: LinkedIn: Neal Bloom Twitter: @NealBloom
Powerful AI tools like Manus and Genspark can supercharge your workflows — but how do you experiment with them safely, without risking your hardware or exposing sensitive credentials?**In this hands-on live session, I'll walk through exactly how to set up a safe environment to test and run these tools — no technical deep-dives, no unnecessary risk, and definitely no panic if something breaks.You'll see step-by-step how to experiment freely while keeping your systems locked down. This is the same approach smart organizations are using to move fast *without* accidentally opening security holes.Whether you're a curious leader or just tired of hearing "don't touch that," this session is your green light to explore powerful tools without guardrails — because the guardrails are already built in.About Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
In this episode, we dive into Meta ad performance, Shopify's latest AI features (including Sidekick), and we answer your DTC marketing questions from our MOps Hotline.We start with unpacking how Meta is performing for us right now - why it's still the most powerful channel in the stack, but also less forgiving than it used to be. Cody shares the thinking behind his recent tweet on Meta volatility and how we're adapting creative and media buying to respond.Next, we discuss to Shopify's latest AI announcements and tools - from Sidekick to generative features inside the Shopify platform. We discuss whether these updates are useful for ecommerce operators, or just more hype.Ad finally, we get into a round of your questions from our MOps Hotline, covering email vs SMS strategy, SKU-level segmentation, channel prioritization, and more.Want to submit your own DTC or ecommerce marketing question? Click here.00:00 Introduction 04:34 Leveraging AI in Marketing07:05 The New Metric: Cost Per 1000 Accounts Reached19:26 Optimizing Meta Advertising Strategies27:38 AI Innovations in Shopify37:34 The Future of E-commerce with AI44:12 Incrementality Testing for Ad Spend51:41 Effective Marketing Measurement and Reporting01:02:54 Pricing Strategies and Conversion RatesMehtab's X Thread:https://x.com/mehtabkarta/status/1924547703373189179?s=46Powered by:Motion.https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-readshttps://motionapp.com/creative-trendsPrescient AI.https://www.prescientai.com/operatorsRichpanel.https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsHaus.http://Haus.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here: https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here: https://9operators.com/
The Institute of Internal Auditors Presents: All Things Internal Audit In this episode, George Barham talks with Skip Langlois about the unique challenges and opportunities of small internal audit functions. They discuss definitions of a small function, advice for starting one, managing expectations, building relationships and developing future leaders in a small audit environment. Langlois also shares insights on leveraging AI and why emotional intelligence matters as as much as technical skill in a small audit environment. HOST:George Barham, CIA, CRMA, CISA,Director, Standards & Guidance, The IIA GUEST:Martin “Skip” Langlois, CIA, CPA, CISA, CFE, CRMA Senior Vice President and Chief Audit Executive, Encova Insurance Key Points Introduction [00:00-00:00:38] Defining a Small Audit Function [00:00:56-00:01:22] Advice for Starting a Small Audit Function [00:02:03-00:03:48] Building Relationships and Credibility [00:04:12-00:06:06] Identifying Stakeholders and Internal Relationships [00:06:13-00:08:03] Scope and Focus of Small Functions [00:08:13-00:10:22] Networking and External Relationships [00:10:22-00:11:50] Making the Case to Expand a Small Team [00:12:15-00:13:48] Recruiting and Retaining Top Talent [00:13:59-00:15:24] Leveraging AI in Small Functions [00:15:35-00:17:15] Leadership Lessons from the Military [00:17:15-00:19:42] Final Thoughts [00:19:44-00:19:56] The IIA Related Content Interested in this topic? Visit the links below for more resources: 2025 AuditSphere Virtual Conference Resources: Small Audit Function Resources Exchange Global Best Practice: Small Audit Functions, Large Audit Abilities Visit The IIA's website or YouTube channel for related topics and more. Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer
Mastering the Art of Predictable Sales Growth WHR 3.227: Mastering the Art of Predictable Sales Growth with Doug C. Brown Episode Summary: In this episode of the Work at Home Rockstar Podcast, Tim chats with Doug C. Brown, Founder of CEO Sales Strategies. Doug shares his incredible journey from selling parts at age 5 to building multiple seven-figure businesses and helping clients generate over $960 million in sales. He breaks down how independent professionals can create reliable, math-based sales growth, embrace AI tools, and develop a business mindset focused on acquisition. This conversation is packed with RockStar Tips for entrepreneurs ready to build stable, predictable income streams from home. Who is Doug C. Brown? Doug C. Brown is the Founder of CEO Sales Strategies and the creator of Vibitno, a sales automation platform that increases revenue through efficient follow-up and client retention. Over his career, Doug has founded or built more than 35 businesses, driving more than $960 million in revenue. His math-based model for predictable sales growth has helped clients increase their close rates by 143% and boost product sales by over 4,150%. Doug's mission is to help independent professionals scale ethically and confidently in today's economy. Connect with Doug C. Brown: Website: https://ceosalesstrategies.com Vibitno: https://vibitno.com Instagram: https://www.instagram.com/dougcbrown_ Facebook: https://www.facebook.com/Dougcbrown123 LinkedIn: https://www.linkedin.com/in/dougbrown123 Host Contact Details: Website: https://workathomerockstar.com Facebook: https://www.facebook.com/workathomerockstar Instagram: https://www.instagram.com/workathomerockstar LinkedIn: https://www.linkedin.com/in/timmelanson YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast X / Twitter: https://twitter.com/workathomestar Email: tim@workathomerockstar.com In this Episode: 00:34 — Success Story: Helping a consultant add $245,000 in revenue in six weeks 02:38 — Lessons from Failure: Building a SaaS product without pre-selling, costing over $500k 06:02 — Transitioning from corporate employee to business owner and understanding the business of business acquisition 15:44 — The essence of selling and overcoming rejection 27:24 — How value drives buying decisions beyond price 34:09 — Leveraging AI for sales and business growth 38:58 — Doug's mission to help independent professionals add six figures to their income
Sales Enablement in staffing is no longer a tactical side function, it's the engine of your entire go-to-market strategy. In this eye-opening episode, Avner Baruch (Author of Project Moneyball) shares how top staffing and recruiting firms are transforming enablement from “content dumping” into measurable impact through coaching, role practice, and feedback loops. This video will inspire you to re-evaluate your GTM systems and explore enablement through the lens of performance coaching and strategic execution. In This Episode: What Sales Enablement in Staffing really means today How to build a go-to-market strategy aligned with sales motion The hidden cost of relying solely on content (and what to do instead) Why role practice and feedback loops are critical for sales acceleration How elite teams reinforce skills—without blowing their budget The enablement tech stack that makes it all possible Avner's Project Moneyball methodology for enabling outcomes across the customer lifecycle Whether you're launching a new GTM motion or trying to reverse stagnant revenue, the insights here are built to drive impact across your customer lifecycle. Timestamps: 00:43 - What is sales enablement? A Moneyball analogy 02:57 - Sales enablement in startups vs. enterprises 03:45 - Why the best companies go beyond content 04:55 - The economic pressure fueling enablement evolution 06:43 - Common pitfalls: Content without context 08:51 - Why content is only half the battle 10:53 - The power of role practice and daily sales routines 12:55 - Real-world staffing challenges and playbook creation 16:29 - Why leaders avoid role practice—and how to fix it 20:52 - Leveraging AI for sales coaching 22:30 - Shifting outdated staffing habits 25:12 - Consistency beats intensity in sales enablement 27:26 - Misalignment of seller skills and roles 31:59 - Coachability and cultural fit in hiring 34:17 - The ideal sales enablement hire 37:01 - Content graveyards vs. actionable insights 41:36 - Meet Avner Baruch and Project Moneyball 44:26 - Moneyball methodology for enablement ROI 46:30 - Avner's favorite book: Crossing the Chasm About the Speakers: Brad Bialy is host of Take the Stage and InSights, two of the leading podcast for the staffing industry, presented by Haley Marketing. He has a deep passion for helping staffing and recruiting firms achieve their business objectives through strategic digital marketing. For over a decade, Brad has developed a proven track record of motivating and educating staffing industry professionals at over 100 industry-specific conferences and webinars. As a visionary leader, Brad has helped guide the comprehensive marketing strategy of more than 300 staffing and recruiting firms. His keen eye for strategy and delivery has resulted in multiple industry award-winning social media campaigns, making him a sought-after expert and speaker in the industry. As an executive GTM and Enablement leader, Avner Baruch has built and led GTM, Sales Enablement and RevOps functions from the ground up for leading Startups such as Walkme, Imperva-Incapsula, Rapyd and more notable SaaS businesses. As a consultant, member of Advisory Boards and Design Partners, he has helped entrepreneurs and scaling startups implement and reinforce their sales methodologies, fine-tune their Product-Market Fit, design, build and scale their selling motion. In 2020 he founded Project Moneyball (a GTM consulting firm) to help early-stage startups and scaling businesses overcome growth challenges. He is a certified sales trainer holding a B.Eng with Honors in Electrical Engineering & Physics from Coventry University (UK) and the Max Planck Institute (France). Offers Heard in this Episode: 30 minutes of strategic marketing consultation with Brad Bialy: https://bit.ly/Bialy30 Special Offers! Our Best Savings of 2025: https://bit.ly/bialyoffer What if your back office fueled your growth instead of holding it back? TRICOM makes it happen! From payroll and billing to accounting and asset based lending, they clear the roadblocks and power your path forward. Your team gets paid, your cash flow stays steady and your business scales like never before. TRICOM doesn't just support you, they set you up to soar. Visit https://www.TRICOM.com to learn more.
In this episode of CISO Tradecraft, host G Mark Hardy sits down with Matt Hillary, the Chief Information Security Officer of Drata, to discuss governance, risk, and compliance (GRC) and trust management. They explore key topics such as the evolution of GRC, trust management, compliance automation, and the advent of AI in compliance processes. Matt shares insights on building a world-class GRC program, the challenges and opportunities in modern-day compliance, and the mental health aspects of being a cybersecurity leader. This episode is a must-watch for any cybersecurity professional looking to enhance their GRC strategies and compliance operations. Big Thanks to our Sponsor Drata. You can learn more about them at https://drata.com/ Connect with Matt Hillary at https://www.linkedin.com/in/matthewhillary/ Transcripts - https://docs.google.com/document/d/1VzRQSEvgUwenDERlNn2bwlIpnz4QPQ15/ Chapters 01:39 Meet Matt Hillary: CISO of Drata 06:06 The Evolution of GRC and Trust Management 14:48 Continuous Compliance and Automation 19:26 Compliance as Code: The Future of GRC 22:18 The Importance of Getting It Right the First Time 23:15 Customer Compliance Challenges 24:21 Vendor Risk Management and Trust Building 26:26 Leveraging AI for Compliance and Risk Management 31:43 Evaluating Credibility of Third-Party Evidence 41:09 Common Mistakes in GRC Programs 43:56 Final Thoughts and Industry Call to Action
Join Jack Chambers-Ward and guest Owain Lloyd-Williams on this week's episode of Search With Candour as they delve into transforming often dry and boring B2B content into fun and engaging material. They discuss the competitive nature of B2B industries, strategies for creating unique content, and the importance of thinking outside the box for impactful SEO. Jack and Owain also share their experiences, ideas, and strategies for working with B2B clients. Links to follow Owain:Website: https://www.owainlloydwilliams.com/LinkedIn: https://www.linkedin.com/in/owain-lloyd-williams-a8967852/ Bluesky: https://bsky.app/profile/owainlloydwilliams.comChapters00:00 Introduction: Making B2B Content Fun and Engaging00:47 Meet the Guest: Owen Lloyd Williams01:35 The Challenge of Dry B2B Content02:33 SEO Strategies for B2B Content03:40 The Importance of Focus and Music05:47 Navigating Regulations and Compliance08:07 Creating Engaging B2B Content20:30 The Role of Case Studies and White Papers34:50 Collaborating Across Teams41:20 Challenges with Small vs. Enterprise Clients41:44 Strategies for Startups Competing with Giants42:37 Leveraging AI and Conversational Content44:53 The Agility Advantage of Small Brands46:04 Building Effective B2B Relationships47:42 Integrating SEO into Content Production49:43 Impact of AI on B2B vs. B2C52:35 Actionable SEO Tips for B2B Brands55:30 Recommended Tools and Software57:38 Personal Recommendations and Podcast Wrap-Up01:13:45 Conclusion and Upcoming Guests
Is your business ready for the next wave of AI — or about to be eaten by it?In this week's episode of The Leveraging AI Podcast, Isar Meitis breaks down the latest tectonic shifts in the AI landscape. From OpenAI's aggressive move into enterprise applications to self-improving AI models and FDA-approved cancer detection tools, this isn't just another week in tech — it's a glimpse into the near future of business.AI is no longer just evolving — it's learning how to evolve itself. That means faster innovation, deeper disruption, and greater opportunity for those paying attention. So if you're leading a company, making decisions, or just trying to stay ahead — you can't afford to miss this.Recommendation: If you're relying on dashboards and human analysts alone, it's time to consider the AI layer that's changing enterprise strategy across industries.In this session, you'll discover:Why OpenAI's enterprise push is terrifying startups — and possibly Google and MicrosoftHow Databricks and Snowflake are redefining BI with "systems of intelligence"What Mary Meeker's AI mega-report says about tech acceleration — and what's not acceleratingWhich AI model is rewriting its own code (yes, you read that right)How AI just helped the FDA approve a tool for early breast cancer detectionWhy layoffs tied to AI aren't slowing down — and why most leaders are still underestimating the shiftWhat's brewing at Microsoft, Meta, Apple, and Anthropic in the battle for enterprise dominanceHow new AI agents may eliminate the need for ad agencies and call centersAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!
Your CFO just lost sleep over a single missing penny... again.Here's the thing about finance teams: they'll hunt for days to find ONE CENT that's off in their books. Because in accounting, even 98% accuracy = complete failure.So when it comes to your company's finances and AI, there's a HUGE elephant in the room: trust. Sage is changing the conversation around AI, trust and your books. Sage is a global leader in cloud-based accounting, financial management, and business management solutions. Sage CTO Aaron Harris joins the Everyday AI show to show us the new recipe for trust they're cooking up.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Have a question? Join the convo here.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:AI Trust Issues with Financial AccuracySage's 7-Billion Parameter Model TrainingSage Copilot's Accounting AI AccuracyTransparent Trust Labels in AI UsageFinancial Leaders' Trust in Sage's AISage's AI Factory Safety MeasuresSage's Industry Collaboration for AI AccuracyAI Implementation Strategy in AccountingTimestamps:00:00 AI Trust and Business Accuracy03:08 CFO's Role in Trust Building08:14 "Leveraging AI for Financial Growth"12:23 "Enhancing AI Trust in Finance"15:56 Early Machine Learning Infrastructure Pioneers17:53 "Sage AI Factory Overview"22:48 AI Transparency and Data Safety24:12 "Trust Label Eases Customer Evaluations"26:55 "Insights on AI and Industry"Keywords:AI trust, 98% accuracy, business leaders, Sage Future Conference, Atlanta, trust in AI, Sage Copilot, accounting software, global software company, Newcastle, North America headquarters, CFO, finance team, financial reports, forecast, budgets, credibility, financial accuracy, creative accounting, large language models, CHAT GPT, task-based AI, accounts payable automation, invoice reading, data science, AI development, neural models, conversational interface, GPT billions of predictions, generative AI, deterministic AI, billions of documents, fine-tuned models, accounting expertise, AICPA partnership, AI factory, automated machine learning, observability, model drift, hallucination detection, Sage AI factory, industry trust signals, safety mechanisms, customer by customer basis, Sage trust label, transparency labels, trustworthiness, ethical AI, responsible AI, AI safety, AI innovation, industry standards, problem-solving, financial trustworthiness.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info)
Send us a textIn this episode, a group of leading investor club experts dive deep into the best strategies for capital raisers. With years of experience in the world of investments, they share practical advice on how to successfully navigate the capital-raising process.Key insights covered include:- Building Relationships: How persistence and relationship-building lead to successful capital raising. Experts emphasize the importance of staying in touch and providing value over time.- Effective Pitching: The importance of having a clear, compelling one-liner, pitch deck, and video content to make your investment opportunity stand out.- Investment Criteria: What investors look for in opportunities, including the team, market size, and growth potential. The panel shares the key factors they consider before making investments, such as strong leadership and high-growth markets.- Startup and Growth Company Focus: How to approach emerging companies and early-stage startups, including tips on what investors are looking for in a team and business model.- Tax Strategies: How to align investment opportunities with tax-efficient strategies, particularly for high-income individuals such as physicians.- Leveraging AI for Capital Raising: The use of AI tools to create polished pitch decks and improve the overall presentation of investment opportunities.Whether you're an experienced capital raiser or just starting out, this episode offers invaluable advice from those who are actively shaping the future of investments. Tune in for expert advice, strategies, and the tools needed to elevate your investment opportunities and secure capital.
HoldCo Bros are back! In this episode, Nik and I talked about some of the most practical AI use cases we've seen in a while. I shared a new idea I spun up just 10 minutes before we hit record, literally bought the domain and had Replit building it mid-episode. We talked about how to turn AI-generated pitch decks into real income, how to use Manus and Perplexity Labs to shortcut market research and make money with it, and how quizzes powered by LLMs can reshape hiring and lead gen. This one's packed with ideas for anyone trying to actually use AI to build and grow something fast.Learn more about Nik here: http://linktr.ee/cofoundersnikShare your ideas with us:Nik@cofounders.comChris@cofounders.comTimestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The Underrated Potential of AI02:58 Innovative AI Applications and Ideas05:48 Leveraging AI for Personalization and Hiring09:14 Pitch Decks and AI: A New Frontier12:08 Using AI for Market Research and Lead Generation15:00 Prompt Engineering: Enhancing AI Outputs17:52 Perplexity Labs: Revolutionizing Research21:07 B2B Applications of AI-Driven Reports
We're back. In the first episode of Season 2 of the FutureCraft Podcast, Ken Roden and Erin Mills dig into how AI is shifting the entire go-to-market motion. Not just content, but sales enablement, market strategy, and execution. They share how they're using tools like ChatGPT, Gamma, and structured research to build battle cards that actually move deals. They also break down what's working—and what's not—when it comes to driving adoption on lean teams. This episode covers practical ways AI can support speed and clarity without adding complexity. It closes with personal updates and an open call for listener ideas as the show evolves. Unpacking the AI Toolbox Digital Focus Groups and AI-Assisted Research: Our hosts take us through an intricate process of leveraging AI-driven focus groups and deep research tools to gain valuable insights about customer behavior and preferences. The Power of Synthesis and Presentation Tools: With the help of platforms like Gamma, they illustrate how to transform comprehensive research into polished, actionable battle cards for sales teams, effectively bridging the gap from data gathering to strategic execution. 00:00 Introduction and Disclaimer 00:22 Welcome to Season Two 01:28 Hosts' Personal and Professional Updates 03:58 AI's Rapid Advancements 06:30 Deep Dive into AI Tools and Techniques 09:06 Building a Digital Focus Group 17:34 Leveraging Deep Research for Competitive Intelligence 25:31 Leveraging AI for Content Strategy 26:02 Impact of AI-Driven Traffic on User Engagement 27:20 Credibility and Organic Traffic in AI Models 28:21 Deep Research and Customization in AI 32:50 Creating Consumable Content with AI 34:16 Optimizing Competitive Analysis with AI Tools 40:00 Enhancing Presentation and Design with Gamma 47:49 Integrating AI Tools for Efficient Workflows 51:09 Season 2 Overview and Future Directions
What if I told you that your sales page might be turning buyers away before they even click? Courtney Fanning joins us to dig into why people buy (or don't). From the socializer who shops based on vibes to the thinker who reads every last FAQ, Courtney walks us through the four buyer types—and how your messaging needs to shift if you want to convert each one.Listen in as we chat about how your business stage affects your buying behavior, why done-with-you offers are such a wild ride to sell, and how to adapt your messaging without burning it all down. If you've ever been confused by crickets on your sales page, this one's for you.Find it Quickly:00:24 - Meet Our Guest: Courtney Fanning01:14 - The Fascinating World of Buyer Personas02:59 - The Four Buyer Types06:05 - Deep Dive into the Socializer09:12 - Understanding the Director11:08 - Exploring the Relator13:20 - Insights on the Thinker14:55 - Blending Buyer Types and Sales Strategies19:52 - Adapting Sales Messaging for Business Growth24:38 - Navigating Post-COVID Business Shifts25:17 - Adapting Messaging for New Audiences25:52 - Small Changes, Big Impact26:29 - The Power of Relationship Marketing28:45 - Crafting Effective Sales Pages30:04 - Understanding Buyer Types33:56 - Leveraging AI for Copywriting39:56 - Balancing DIY and Done For You ProgramsMentioned in this Episode:Sarah BlakelyInteractBlog Post on the 4 Buyer Typesthiscantbethathard.comClaudeChatGPTConnect with Courtneybigpicturecopywriting.combigpicturecopywriting.com/quizinstagram.com/bigpicturecopywriting
Is AI a leveller or a kingmaker? Let's explore this intriguing question as we discuss the transformative power of AI and how you can use it as a competitive edge in your business!Time Stamps00:44 - Episode Intro01:18 - AI Safety Concerns and Real-World Examples14:45 - AI as a Competitive Advantage25:20 - AI in Construction: Addressing Real Pain Points27:24 - Leveraging AI for Bidding and Estimations29:49 - Optimizing Business Processes with AI37:21 - Starting with AI: Practical Steps and TipsSnippets from the Episode ” Make it a habit to start with AI, and you'll be better off than most people. -KhalilThe businesses that are going to win have data. That is where you start. The more data you have, the more valuable AI will be to you. -KhalilEinstein had a quote. He didn't remember numbers. He said, “Why would I take up my mental space with something I can readily look up?” -MartinResourcesCFC 153 - Stay One Step Ahead with Jon MatznerCFC 192 - AI for Contractors: How Can You Actually Use AI in Your Business?Lazy Leverage Podcast24 Things Construction Business Owners Need to Successfully Hire & Train an Executive AssistantSchedule a 15-Minute Roadblock CallCheck out OpenPhoneBuild a Business that Runs without you. Explore our GrowthKits Need Marketing Help? We Recommend BenaliNeed Help with podcast production? We recommend DemandcastMore from Martin Hollandtheprofitproblem.comannealbc.com Email MartinMeet With MartinLinkedInFacebookInstagramMore from Khalilbenali.com Email KhalilMeet With KhalilLinkedInFacebookInstagramMore from The Cash Flow ContractorSubscribe to our YouTube channelSubscribe to our NewsletterFollow On Social: LinkedIn, Facebook, Instagram, X(formerly Twitter)Visit our websiteEmail The Cashflow Contractor
A fractional CFO can be the key to unlocking hidden profits and financial clarity for growing businesses. In this episode, Ken LaCroix explains how business owners can transform financial confusion into smart, data-driven decisions that scale results.If you've ever asked, “Why am I making sales but still struggling with cash flow?” or “How do I really know what's working financially in my business?”—this episode is for you. Ken brings 15+ years of experience as a fractional CFO, specializing in helping businesses between $5M–$50M in revenue make sense of their numbers and use financial strategy to fuel sustainable business growth.You'll learn:Why focusing on gross profit margin over sales reveals your true performanceHow to manage working capital effectively as your business scalesWays to use AI in finance and automation to get faster, more accurate dataHow to spot and correct financial blind spots before they become costlyReal-world FP&A techniques to move from reactive to proactive strategyActionable steps to optimize operations and uncover profit optimization opportunitiesKen breaks down complex topics into practical insights any entrepreneur can act on. Whether you're in operations, finance, or just trying to make sense of small business finance, this conversation helps align your financial structure with your strategic goals.0:00 – Welcome & Intro to Fractional CFO Ken LaCroix1:15 – Who needs a fractional CFO?2:30 – Growing pains at $5M–$50M revenue stages4:00 – Spotting and solving financial blind spots5:40 – Making the shift to data-driven decisions7:10 – Why gross profit margin is more important than revenue8:35 – Managing working capital and cash flow questions10:00 – Finding hidden profits in item and customer data11:45 – Leveraging AI in finance for faster reporting13:00 – Implementing real FP&A systems14:10 – Final advice & how to connect with KenTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025
Episode Summary: In this episode of the Work at Home Rockstar Podcast, Tim Melanson chats with Jake Sucoff, founder and CEO of Patient Procure. Jake shares how he turned his side hustle into a sustainable business supporting healthcare organizations with content-driven marketing strategies. He opens up about overcoming failures, building a distributed team, and embracing AI and automation to work smarter—not harder. This episode is packed with real talk and rockstar mindset tips for any entrepreneur looking to grow on their own terms. Who is Jake Sucoff? Jake is an entrepreneur, marketer, and 4-time best man. As the founder and CEO of Patient Procure, he helps doctors and healthcare organizations attract and retain ideal patients through exceptional content, storytelling, and tech-driven marketing funnels. With 15 years of experience across B2B SaaS, enterprise healthcare, startup incubation, and more, Jake brings a balanced and honest perspective to the challenges and joys of entrepreneurship. He's also a proud dad, music lover, and advocate for leveraging AI to reclaim time. Connect with Jake Sucoff: Website: https://www.patientprocure.com/ Personal Site: https://heyjakey.com/ Instagram: https://www.instagram.com/jakesucoff/ LinkedIn: https://www.linkedin.com/in/jsucoff/ X (Twitter): https://x.com/Sue_Cough Free Marketing Audit: https://meetings.hubspot.com/jsucoff Host Contact Details: I love connecting with Work at Home RockStars! Feel free to reach out: Website: https://workathomerockstar.com Facebook: https://www.facebook.com/workathomerockstar Instagram: https://www.instagram.com/workathomerockstar LinkedIn: https://www.linkedin.com/in/timmelanson YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast X / Twitter: https://twitter.com/workathomestar Email: tim@workathomerockstar.com In this Episode: 00:31 – Jake's Story of Success: From side hustle to full-time founder 03:43 – Lessons from Failure: Hiring fast, firing faster, and bouncing back 04:29 – Mindset Mastery: Handling anxiety, setbacks, and the entrepreneur's inner voice 14:09 – Daily Routines: Balancing fatherhood with focus 20:17 – Scaling Smart: Building a team of generals and foot soldiers 24:30 – The Power of a Virtual Assistant 25:21 – Leveraging AI for Hiring and Operations 36:30 – Guest Solo: Automating, scaling, and what's next at Patient Procure