Podcasts about leveraging technology

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Best podcasts about leveraging technology

Latest podcast episodes about leveraging technology

Remodelers On The Rise
AI That Sells While You Sleep

Remodelers On The Rise

Play Episode Listen Later Jun 11, 2026 50:27


What if your website could answer pricing questions and book discovery calls before a salesperson ever picked up the phone? Paul DeRoche of Moss Building and Design built "Ask Natalie," an AI tool trained on 7,000+ real projects that walks prospects through actual costs and timelines based on work done in their neighborhood. He breaks down what it actually cost to build and what surprised him most after launch. If you have been wondering how AI can actually move the needle in your remodeling business, this one is worth your time.Want to keep in touch with past clients and prospects without the hassle of writing content yourself? That's exactly what Remodelers AutoPilot does — each month you get a done-for-you email newsletter and social media posts, ready to send.Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights!Key TakeawaysInnovation through Core Values and TechnologyTransparency as a Strategic DifferentiatorProprietary Data and AI for Market AdvantageBlending Human Expertise with AIDigital Tools Enhancing Customer ExperienceAI-Driven Proactive Project ManagementChapters00:00 Introduction to Paul and Moss Construction07:07 The Evolution of Moss and Its Challenges11:11 Innovating with AI: The Birth of Natalie15:15 Customer Engagement and Trust Dynamics21:20 Leveraging Technology for Project Management34:58 AI in Marketing and Project Analytics40:58 The Future of AI in Construction47:21 Customer-Centric Approach in Business

First Customers
63: Aytekin Tank, CEO/Founder of Jotform (From $0 to $100 million+/yr)

First Customers

Play Episode Listen Later Jun 2, 2026 44:28


Aytekin Tank, the founder and CEO of JotForm, shares his journey of getting his first customers and the strategies he used to grow his business. He emphasizes the importance of making the product free, leveraging technology for PR, and building a community around the product. He also discusses the significance of AI in today's market and the value of customer feedback in product development.TakeawaysFree product launchLeveraging technology for PRBuilding a community around the productImportance of AI in today's marketValue of customer feedback in product developmentChapters00:00 Getting the First Customers: Making the Product Free and Leveraging Technology for PR06:52 Transitioning to a Premium Version and Building a Community Around the Product19:37 Advice for Aspiring Entrepreneurs: The Role of AI and Marketing StrategiesReferencesCompany website: JotFormAytekin Tank's Book: Automate Your Busywork

Integrative Wellness Radio
Normal Labs, Sh*t Life

Integrative Wellness Radio

Play Episode Listen Later May 21, 2026 32:01


Your "normal" lab results might be hiding a life of misery. Discover how conventional medicine's definition of "normal" is manipulated and why your symptoms are often dismissed, leaving you feeling stuck and unwell.   00:00 Introduction to Integrative Medicine and AI 02:54 Challenging the Concept of 'Normal' Health 05:59 The Manipulation of Health Ranges 08:46 The Importance of Comprehensive Health Assessments 12:01 Understanding Symptoms vs. Lab Results 1 5:00 The Role of Critical Thinking in Medicine 18:00 Building a Strong Health Foundation 21:00 Leveraging Technology for Personalized Health  

HVAC Success Secrets: Revealed
EP: 016 - How to Use AI and the Right Words to Close Leads with Ryan Fenn & Justin Judd

HVAC Success Secrets: Revealed

Play Episode Listen Later May 21, 2026 62:45


Send us Fan MailIn this episode with Ryan Fenn and Justin Judd from Chiirp, we discuss the power of language, customer communication, and innovative marketing strategies in the trades. They share insights on how your choice of words, consistent follow-up, and technology like AI can transform business growth and strengthen customer relationships.Time Stamps: 00:00 - The Power of Words in Business02:51 - Transforming Customer Engagement06:09 - The Art of Giving Value First09:01 - Building Trust Through Reciprocity11:58 - Creating Effective Playbooks15:08 - Lead Conversion Strategies17:55 - The Importance of Follow-Up20:47 - Nurturing Customer Relationships23:48 - Leveraging Technology for Communication27:04 - Creating Memorable Customer Experiences31:21 - Harnessing AI for Lead Conversion34:04 - The Role of Speed in Lead Response36:58 - AI and Human Interaction: Finding the Balance39:46 - The Future of Human Senses in AI Interaction41:39 - Building Human Connections in a Tech-Driven World43:58 - Reassessing Efficiency: The Value of Human Interaction51:29 - Revenue Optimization: Identifying Business Leaks55:50 - Streamlined Implementation: Making AI AccessibleConnect with Ryan and Justin: https://chiirp.com/Instagram: https://www.instagram.com/ryandfenn/ ; https://www.instagram.com/highonutah/Linkedin: https://www.linkedin.com/in/ryan-fenn-76568b165/ ; https://www.linkedin.com/in/justin-judd-b5052297/

The Unstoppable Podcast
Unlocking Domain Market Inefficiencies: Strategies for Success

The Unstoppable Podcast

Play Episode Listen Later May 14, 2026 85:11


Chapters   00:00 Introduction to Domain Investing and Community Engagement 07:46 The Economics of Domain Trading 16:04 Market Trends and Future of Domain Investing 26:48 Tokenization and Liquidity in Domain Markets 29:09 The Art of Domain Valuation and Sales 33:59 Exploring New Domain Extensions and Trends 37:32 Leveraging Technology for Domain Management 42:09 Collaborative Approaches in Domain Investment 47:27 The Future of Domain Partnerships and Fractional Ownership 01:00:29 The Evolving Landscape of Domain Brokering 01:03:05 Agentic Brokerage: The Future of Domain Sales 01:06:33 Understanding Sell-Through Rates and Market Dynamics 01:10:58 Wholesale vs Retail: Strategies for Domain Sales 01:14:24 The Importance of End User Sales 01:18:17 Overcoming Barriers to Entry in Domain Investing 01:22:14 The Role of Effort and Strategy in Success Check out https://unstoppabledomains.com

Trends with Benefits
This Mining CEO Is Not a Gold Bug. But He Is Bullish.

Trends with Benefits

Play Episode Listen Later May 12, 2026 47:51


Explore the dynamics of the gold market, supply constraints, technological innovations, gold as a currency, and technology in mining efficiency, with Agnico Eagle Mines CEO Ammar Al-Joundi. 00:00 Introduction 03:30 Drivers of Gold Prices 14:38 Challenges to Gold's Bullish Outlook 17:24 Supply Constraints in Gold Mining 21:33 Advantages of Operating in Developed Markets 25:56 Investor Perspectives on Gold Mining 32:38 Leveraging Technology for Efficiency 42:05 Trend or Fad?

Daily Influence
727. Leveraging Technology for Intergenerational Team Collaboration (rerun)

Daily Influence

Play Episode Listen Later May 8, 2026 6:44 Transcription Available


In this revisit to episode 298 of The Daily Influence, Brian Smith dives into one of the most significant challenges facing modern teams: how to bridge the generational gap using technology. As organizations grow increasingly diverse in age, older generations may feel left behind by the tech-savvy younger workforce. Brian explores how leveraging collaboration tools like Slack, project management platforms, and reverse mentorship programs can turn these differences into strengths. He offers practical tips for leaders to foster mutual learning, create stronger bonds between generations, and build a culture that thrives on knowledge sharing and collective growth.

The Ops Experts Club Podcast
112. Is AI Going to Replace Your Bookkeeper? Here Is the Honest Answer

The Ops Experts Club Podcast

Play Episode Listen Later May 7, 2026 22:16


SUMMARY: Aaron, Terryn, and finance specialist Tabby Kler dig into one of the most practical conversations happening in business right now: where does AI actually fit, and where do you still need real people? From using Claude to build reconciliation templates in seconds to turning a departing employee's entire email archive into a searchable company resource, they walk through real use cases that are saving time and elevating teams right now. Terryn breaks down why AI is less of a replacement and more of a general contractor relationship, and Tabby gets honest about why bookkeepers are not going anywhere just yet. The message throughout is clear: AI is only as smart as what you feed it, and the smartest thing you can do is keep great people focused on what only people can do. Minute By Minute: 00:00 Introduction to Ops Experts Club 01:31 Leveraging Technology and AI in Business 03:44 Organizational Strategies with AI 07:26 Automating Repetitive Tasks 09:33 Quality Control in AI Implementations 11:48 SOPs and AI Integration 13:57 Enhancing Communication with AI 16:24 The Human Element in Finance 20:04 The Future of AI in Business

Brain Talk | Being Patient for Alzheimer's & dementia patients & caregivers
Leveraging Technology as Your Memory Shifts | Angela Cearns

Brain Talk | Being Patient for Alzheimer's & dementia patients & caregivers

Play Episode Listen Later Apr 29, 2026 41:38


For aging adults and people experiencing memory changes, everyday technology can be confusing, frustrating, and difficult to navigate.Angela Cearns is the founder and CEO of AsKevin, which offers workshops and digital coaching to help older adults and those with cognitive challenges — including Alzheimer's, dementia, and Parkinson's disease — better understand and use technology. In this conversation with Being Patient's Mark Niu, Cearns identifies three core struggles facing people with cognitive challenges in the digital world: the constant distraction of notifications that makes it hard to keep track of information, the self-doubt caused by frequent software updates that change familiar interfaces, and the shame that comes from needing to ask family members for help. Cearns, a former head of product management at Amazon Prime and chief e-commerce officer at Pizza Hut International, shares practical strategies for simplifying devices, turning off unnecessary notifications, cleaning up contact lists and focusing on tools that keep people connected. She also highlights the growing threat of multistep scams targeting older adults. While technology can bring risks, Cearns emphasizes that it can also be a lifeline — helping people stay engaged with loved ones, health care, and the wider world.----If you loved watching this Live Talk, visit our website to find more of our Alzheimer's coverage and subscribe to our newsletter: https://www.beingpatient.com/Follow Being Patient: Twitter: https://twitter.com/Being_Patient_Instagram: https://www.instagram.com/beingpatientvoices/Facebook: https://www.facebook.com/beingpatientalzheimersLinkedIn: https://www.linkedin.com/company/being-patientBeing Patient is an editorially independent journalism outlet for news and reporting about brain health, cognitive science, and neurodegenerative diseases. In our Live Talk series on Facebook, former Wall Street Journal Editor and founder of Being Patient, Deborah Kan, interviews brain health experts and people living with dementia. Check out our latest Live Talks: https://beingpatient.com/live-talks/

Predictable Revenue Podcast
424: Validating Your Business Idea with Punit Mehra

Predictable Revenue Podcast

Play Episode Listen Later Apr 23, 2026 31:09


This Predictable Revenue Podcast episode, featuring our host Collin Stewart, explores biotech innovation, product-market fit, and navigating the complexities of drug development with co-founder Punit from ALP AI.   Discover how machine learning and immune system testing are transforming pharmaceutical research.   Highlights include: Transitioning from Academia to Industry (07:38), Validating the Business Idea (11:27), Pricing Strategies and Customer Acquisition (20:26), Leveraging Technology for Market Entry (26:29), and more... Stay updated with our podcast and the latest insights on Outbound Sales and Go-to-Market Strategies!

ApartmentHacker Podcast
How AI is Turning the Black Box of Property Tours into a Goldmine of Data

ApartmentHacker Podcast

Play Episode Listen Later Apr 21, 2026 37:41


In this episode, Jake Cronin https://www.linkedin.com/in/jake-cronin/ , CEO of Siro https://www.linkedin.com/company/siro-ai/ discusses how innovative AI-driven technology is transforming the multifamily leasing process. He highlights the importance of capturing in-person conversations, leveraging data for decision-making, and maintaining human connection in a tech-enabled industry.Chapters00:00 Introduction and Context Setting04:46 The Black Box of Leasing Tours07:37 Importance of Tour to Lease Conversion10:33 Leveraging Technology in Multifamily13:40 How Siro Works in Practice16:27 Addressing Concerns About Recording Conversations (from a prospect and leasing team perspective)19:51 Data Privacy and Security Measures (PPI and InfoSec)22:27 Enhancing Human Interaction with Technology25:36 The Role of Face-to-Face Conversations28:40 Centralization in Leasing Environments31:50 Coaching and Gamification in Sales34:45 Future of Early Adopters in the Industry37:42 Closing Thoughts and Call to ActionSiro is an AI platform that records, transcribes, and analyzes in-person leasing conversations — giving multifamily operators visibility into what actually happens on every tour.Leasing teams close more leases. Managers coach with evidence. Ops gets clean data across the portfolio. All without changing how your team works.Learn More: https://www.siro.ai/industry/multifamily?utm_campaign=39379067-FY26-Real%20Estate&utm_source=podcast-mikebrewer

Saint Louis Real Estate Investor Magazine Podcasts
Burnout Created Breakthrough! Building a Life First Business with Stacie Staub

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Apr 21, 2026 38:07


Stacie Staub built a life-first business model that prioritizes balance, culture, and long-term success while scaling to hundreds of agents without burnout or sacrificing personal fulfillment.See article: https://www.unitedstatesrealestateinvestor.com/burnout-created-breakthrough-building-a-life-first-business-with-stacie-staub/(00:00) - Introduction to The REI Agent Podcast and Guest Overview(01:45) - Meet Stacie Staub and Her Journey Into Real Estate(03:30) - Transition From Tech Career to Real Estate Sales(05:15) - Early Deals, Family Involvement, and Finding Passion(07:00) - Navigating Market Cycles and Building Experience(08:45) - Building a Team and Delegating for Growth(10:30) - Moving Into Leadership and Brokerage Ownership(12:15) - Leveraging Technology and Building a Smart Tech Stack(14:00) - Using Slack to Drive Culture and Communication(15:45) - Why an Independent Brokerage Model Still Wins(17:30) - Scaling to 400 Agents While Maintaining Culture(19:15) - Creating Strong Agent Relationships and Loyalty(21:00) - Mentorship Programs and Developing New Agents(22:45) - Growth Benefits for Mentors and Team Collaboration(24:30) - Redefining Success Through Work Life Balance(26:15) - The Phone Nanny Concept and Avoiding Burnout(28:00) - Creating Systems for Coverage and Agent Support(29:45) - Personal Growth Through New Challenges and Learning(31:30) - Writing a Book and Expanding Beyond Business(33:15) - Recognizing Burnout and Knowing When to Delegate(34:45) - Career Evolution and Staying Engaged Long Term(36:00) - Golden Nuggets Done Is Better Than Perfect(37:00) - Agents Are the Clients Mindset Shift(38:08) - Book Recommendations and Closing ThoughtsContact Stacie Staubhttps://westandmainhomes.com/agent/stacie-staubhttps://www.facebook.com/staciestaubrealtor/https://www.instagram.com/staciestaub/https://www.linkedin.com/in/staciestaub/https://www.youtube.com/@StacieStaub Success is not about doing more, it is about becoming more intentional with how you build your life and your business, and if this message hit home for you, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

The Daily Mastermind
How to Use Technology for Authority Marketing (Step 3)

The Daily Mastermind

Play Episode Listen Later Apr 16, 2026 8:12


In today's episode of the Daily Mastermind podcast, George Wright III discusses the third step in his four-step authority marketing strategy: utilizing technology to contact, capture, convert, and communicate with your audience. Emphasizing the importance of mobile optimization, video, and text messaging, George explains how these tools can help build and track engagement with potential clients. The discussion includes insights from his extensive experience working with high-profile figures and examples of successful strategies, such as integrating QR codes into marketing campaigns. George also previews the final step of the strategy, which focuses on content distribution and marketing.01:04 Welcome Back to the Daily Mastermind01:47 The Importance of Authority Marketing02:48 Leveraging Technology for Marketing03:27 The Shift to Digital and Mobile Optimization04:28 Using QR Codes and Tracking06:44 Case Study: Kevin Harrington's Book Launch07:44 Strategic Content RepurposingThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.

The Daily Mastermind
Authority Marketing Will Grow Your Business

The Daily Mastermind

Play Episode Listen Later Apr 13, 2026 14:00


In today's episode of The Daily Mastermind, George Wright III dives into the critical role of mindset in all aspects of life, particularly in business. He then explores the importance of authority marketing and its impact on establishing trust and credibility in a noisy marketplace. George shares insights from his extensive experience, highlighting the shift from traditional direct mail to modern techniques like podcasting and social media. He introduces a four-step formula for authority marketing, encompassing strategy, building authority, utilizing technology, and distribution. George emphasizes the need for a strategic approach to grow a legacy brand and outlines practical steps for leveraging content across multiple channels to gain visibility and attract opportunities. Join George as he breaks down each step in upcoming episodes to help you implement effective authority marketing strategies.01:28 Shifting to Authority Marketing03:11 Building a Legacy Brand05:32 Four-Step Formula for Authority09:36 Leveraging Technology and Automation11:25 Distribution and Marketing StrategiesYou have Greatness inside you. I know you can Learn, Grow and Accomplish anything you put your mind toward. I appreciate you listening today.George Wright IIICEO, The Evolution GroupThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.

Sam Miller Science
S 894: AI for Health Coaches: Leveraging Technology Ethically and Authentically Without Losing Your Voice

Sam Miller Science

Play Episode Listen Later Apr 9, 2026 15:21


In the rapidly evolving landscape of 2026, many health coaches are embracing AI, but often in ways that diminish their unique value rather than enhance it. This episode dives into the critical distinction between using AI to replace your voice and leveraging it to amplify your impact. We explore the common pitfalls of outsourcing your entire intellectual and creative process to AI, which can lead to homogenized content, a loss of authenticity, and a weakened connection with your audience. Instead, discover ethical and effective strategies for integrating AI into your coaching practice or day-to-day life.Topics discussed: - Why improper use can diminish a coach's brand - The importance of a unique voice- Common AI writing flaws - Using AI for administrative tasks- AI as a writing enhancement tool- The value of unique stories - Training AI tools ---------- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠My Live Program for Coaches: The Functional Nutrition and Metabolism Specialization ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.metabolismschool.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- [Free] Metabolism School 101: The Video Series⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.metabolismschool.com/metabolism-101⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------Subscribe to My Youtube Channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/@sammillerscience?si=s1jcR6Im4GDHbw_1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grab a Copy of My New Book - Metabolism Made Simple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠---------- Stay Connected: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube: SamMillerScience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook: The Nutrition Coaching Collaborative Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok: @sammillerscience⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠----------“This Podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast and the show notes or the reliance on the information provided is to be done at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment and is for educational purposes only. Always consult your physician before beginning any exercise program and users should not disregard, or delay in obtaining, medical advice for any medical condition they may have and should seek the assistance of their health care professionals for any such conditions. By accessing this Podcast, the listener acknowledges that the entire contents and design of this Podcast, are the property of Oracle Athletic Science LLC, or used by Oracle Athletic Science LLC with permission, and are protected under U.S. and international copyright and trademark laws. Except as otherwise provided herein, users of this Podcast may save and use information contained in the Podcast only for personal or other non-commercial, educational purposes. No other use, including, without limitation, reproduction, retransmission or editing, of this Podcast may be made without the prior written permission of Oracle Athletic Science LLC, which may be requested by contacting the Oracle Athletic Science LLC by email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠operations⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@sammillerscience.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. By accessing this Podcast, the listener acknowledges that Oracle Athletic Science LLC makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast."

Impact Boom Podcast - Social Enterprise & Design
Episode 624 (2026) Lauren Black On Leveraging Technology And Partnerships To Scale

Impact Boom Podcast - Social Enterprise & Design

Play Episode Listen Later Apr 1, 2026 19:10


On Episode 624 of Impact Boom, Lauren Black of Atlassian for Nonprofits discusses leveraging technology to enhance efficiency for nonprofits and social enterprises, building strategic corporate partnerships, and why focused leadership and collaboration are key to scaling sustainable impact. If you are a changemaker wanting to learn actionable steps to grow your organisations or level up your impact, don't miss out on this episode! If you enjoyed this episode, then check out Episode 598 with Kelly McJannett on creating equitable food systems and transforming education in remote areas -> https://bit.ly/4s2RtfT The team who made this episode happen were: Host: Tom Allen Guest(s): Lauren Black Producer: Indio Myles We invite you to join our community on Facebook, LinkedIn or Instagram to stay up to date on the latest social innovation news and resources to help you turn ideas into impact. You'll also find us on all the major podcast streaming platforms, where you can also leave a review and provide feedback.

Portage County Safety Council Podcast
Optimizing Fleet Safety: Leveraging Technology and Leadership to Reduce Distracted Driving

Portage County Safety Council Podcast

Play Episode Listen Later Mar 30, 2026 28:59 Transcription Available


Episode 311: In this episode, Nicholas Coia and Tim Brewster examine the growing crisis of distracted driving. They break down the visual, cognitive, and manual causes and share striking statistics and real-world examples that highlight how dangerous even brief distractions can be. They also explore practical solutions for fleets. These include hiring standards, clear policies, targeted training, telematics, video-based cameras, and AI alerts. The discussion emphasizes the importance of coaching, leadership commitment, and building a safety-focused culture to reduce crashes and protect both drivers and the public. Listeners will leave with actionable steps to improve driver safety. The episode also provides resources for Distracted Driving Month and practical tips for using data to coach drivers, support accountability, and reinforce safe driving habits. Resources for Distracted Driving Awareness Month: Distracted Driving Awareness Month - National Safety Council: https://www.nsc.org/road/distracted-driving-awareness-month Distracted Driving Dangers and Statistics | NHTSA: https://www.nhtsa.gov/risky-driving/distracted-driving Distracted Driving for Employers- National Safety Council: https://www.nsc.org/road/safety-topics/distracted-driving/distracted-driving-for-employers  Connect with Tim on LinkedIn: https://www.linkedin.com/in/timothy-brewster-mba-arm-23233379/ For more information on the Portage County Safety Council, please visit our website at: https://portagecountysafetycouncil.com/

Unstoppable Profit Podcast Hosted by Mike Stromsoe
Episode 314: Why Generalists Fail in Insurance: The Power of Niche Specialization

Unstoppable Profit Podcast Hosted by Mike Stromsoe

Play Episode Listen Later Mar 28, 2026 36:22 Transcription Available


In this episode, Mike Stromsoe and Jesse Parenti explore the pitfalls of being a generalist in insurance, the power of niche specialization, and strategies to build credibility and authority in the industry. They share insights on how focusing on a niche can accelerate success, leverage technology, and create predictable pipelines.Key Highlights:The pitfalls of being a generalist in insuranceThe importance of niche specialization for growthStrategies to build credibility and authorityLeveraging technology and AI to accelerate successCreating predictable pipelines and high-value relationshipsChapters00:00 Introduction to Specialization in Insurance03:07 The Downfall of Generalists05:48 Building Authority and Credibility08:55 The Power of Niche Marketing11:54 The Quote Machine Trap14:52 Empowering Producers Through Focus17:58 The Importance of Problem Solving21:04 Finding Your Niche24:03 Leveraging Technology for Success26:54 Positioning Language in Sales29:52 The Pathway to Niche Success32:54 Conclusion and Call to Action

#PTonICE Daily Show
Episode 1983: Leveraging Technology to Tame the Chaos

#PTonICE Daily Show

Play Episode Listen Later Mar 26, 2026 41:11


Join Dr. Alan Fredendall and Dr. Jeff Moore as they dive into their top tips to Leverage technology to tame everyday chaos.   Learn 5 key strategies for optimizing your physical therapy practice management. Discover how to improve efficiency and communication within your team. In the fast-paced world of physical therapy, maintaining an organized and efficient practice is crucial for delivering top-notch care. If you're feeling overwhelmed by the complexities of managing a team or integrating technology into your workflow, you're not alone.  Whether you're just starting out or looking to refine your existing operations, these insights will help you provide better care at scale.

Bulletproof Dental Practice
Can Membership Plans Replace Insurance?

Bulletproof Dental Practice

Play Episode Listen Later Mar 25, 2026 54:56


The Bulletproof Dental Podcast Episode 429 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak GUEST: Jim Higgins DESCRIPTION Jim Higgins, CEO of Clerri, shares insights on industry trends, membership models, and disruptive strategies in dentistry. This conversation explores how technology, AI, and innovative business models are transforming patient engagement and practice growth. TAKEAWAYS Industry trends in dentistry Membership and patient loyalty strategies Role of AI and technology in practice management CHAPTERS 00:00 Introduction and Background of Jim Higgins 02:47 The Evolution of Patient Engagement in Dentistry 05:45 The Shift from Insurance to Membership Models 08:28 Personal Experiences and Insights on Dental Care 11:21 Disrupting the Dental Insurance Model 14:04 The Value of Membership Plans in Dentistry 17:07 Understanding Consumer Behavior in Dental Care 20:00 Building a New Patient Engagement Strategy 23:02 The Future of Dental Memberships and Technology 26:52 Transforming Dental Insurance into Membership Benefits 31:39 Leveraging Technology for Enhanced Patient Engagement 38:29 The Psychology of Selling in Dentistry 43:14 Harnessing AI for Business Intelligence in Dentistry 47:52 Overcoming Resistance to Change in Dental Practices 54:10 Outro REFERENCES Bulletproof Summit Bulletproof Mastermind Clerri

Grow Your Moving Company
"Leveraging technology for customer engagement" - with Matt Young

Grow Your Moving Company

Play Episode Listen Later Mar 21, 2026 66:06


In this episode, Wade Swikle interviews Matt Young, owner of iHaul iMove.   Connect with Matt Young: Owner of iHaul iMove https://www.instagram.com/matty_mailers/    Know more about iHaul iMove: https://ihaulimove.com/    Shop Wade's book - Hometown Titan: Build A Local Business That Dominates Your Market: https://a.co/d/8zLXZMC   Become a MOVING TITAN at the next Moving Titan Retreat https://www.movingtitanretreats.com/   Tighten up your moving company operations with TITAN UP TRAINING https://www.titanuptraining.com/     This episode is sponsored by: Moversville - an online marketing company and resource for movers, consumers, and those involved in the moving process. https://www.moversville.com/wade   USA Home Listings – a marketing and lead resource for moving companies. https://www.usahomelistings.com/     About the Show Wade Swikle is the CEO of 2 College Brothers Moving, Storage and Franchising, currently with locations in Tampa, Gainesville, and Orlando, Florida.   https://2collegebrothers.com/     Learn more and connect with Wade Swikle: Wade's website: https://2collegebrothers.com/ LinkedIn: https://www.linkedin.com/in/wadeswikle/ Youtube: https://www.youtube.com/@2CollegeBrothersMovingStorage Instagram: https://www.instagram.com/wadeswikle/

CX Goalkeeper - Customer Experience, Business Transformation & Leadership
How Boards Make Smart Choices When Nothing Is Certain with Thomas Zimmerer

CX Goalkeeper - Customer Experience, Business Transformation & Leadership

Play Episode Listen Later Mar 21, 2026 31:59


This episode explores how boards and leaders can make smart, bold decisions in uncertain times. Thomas Zimmerer shares practical advice on embracing uncertainty, leveraging data and AI, and ensuring strong ownership. Real-world examples and actionable tips make it valuable for anyone facing fast-changing business environments. About the guest Thomas Zimmerer is a board member and AI & digital board advisor, working with Boards of Directors and supervisory boards on decision-making, governance, and long-term value creation under uncertainty. He brings global experience as CEO, CIO, COO and CDO across industrial, technology, and regulated environments in Europe and the Middle East, and serves on supervisory and advisory boards. His work focuses on how boards govern business models, risk, and strategic direction as AI reshapes decision environments. Thomas is a published author and regular contributor to German governance and risk-management journals, including Der Aufsichtsrat and the Zeitschrift für Risikomanagement. Relevant links https://www.aiizationboard.com https://www.linkedin.com/in/thomaszimmerer/ Key Take-Aways Make uncertainty explicit: Put unknowns and assumptions on the table to improve clarity and decision quality. Leverage existing data and AI: Use current tools and data to run scenarios and support faster, smarter decisions. Ensure strong ownership: Assign clear responsibility for decisions, including both success and failure. Chapters 0:00 - Intro 0:35 - Navigating Decision-Making in Uncertainty 1:34 - Vision and Focus Amid VUCA Challenges 3:20 - Understanding Decision-Making Under Uncertainty 3:55 - Explicitly Addressing Unknowns in Decision-Making 5:58 - Leveraging Technology and Data for Decisions 9:32 - Utilizing Existing Tools for Effective Decision-Making 11:36 - Ownership and Accountability in Board Decisions 17:39 - Embracing Risk and Learning from Decisions 20:34 - Case Study: Bold Investments in AI 24:58 - Learning from Unsuccessful Decisions 28:19 - Final Insights on Uncertainty and Leadership 30:40 - Conclusion and Audience Engagement Please, hit the follow button and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

The Find Your Leadership Confidence Podcast with Vicki Noethling
Ken Cox on Empowering Solopreneurs-Leveraging Technology to Compete with the Big Players

The Find Your Leadership Confidence Podcast with Vicki Noethling

Play Episode Listen Later Mar 20, 2026 32:56


Find Your Leadership Confidence Podcast Host: Vicki Noethling Guest: Ken Cox Interview Title: Empowering Solopreneurs: Leveraging Technology to Compete with the Big Players How can solopreneurs and small businesses compete—and win—against much larger companies without breaking the bank? In this episode of the Find Your Leadership Confidence Podcast, host Vicki Noethling sits down with Ken Cox, President of Rivercity Internet Group and the visionary founder of InLink.com. Ken is deeply passionate about empowering entrepreneurs and leveling the playing field for small businesses through accessible, all-in-one technology solutions. Ken shares his entrepreneurial journey and the inspiration behind creating InLink.com—a powerful platform designed specifically for small businesses and solopreneurs. InLink.com offers an integrated Office suite with email, documents, spreadsheets, and cloud storage, along with a robust CRM that supports unlimited users, eliminating costly per-user fees that often hold growing businesses back. Throughout the conversation, Ken explains how solopreneurs can strategically leverage technology to streamline operations, boost productivity, and compete confidently with big players. He also highlights common technology mistakes small business owners make, how to avoid them, and why choosing the right tools can transform both efficiency and profitability. If you're a business owner looking to simplify your systems, reduce costs, and scale with confidence, this episode is packed with practical insights you won't want to miss. In this episode, we discuss: Ken's journey and passion for empowering entrepreneurs The inspiration behind InLink.com How solopreneurs can use technology to compete with larger companies The biggest challenges facing small businesses today Why eliminating per-user CRM fees is a game-changer Real stories of businesses transformed through smarter tools Common tech mistakes and how to avoid them The standout features that make InLink.com different

Financial Advisor Success
Ep 481: Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next Generation Clients with Adam Dell

Financial Advisor Success

Play Episode Listen Later Mar 17, 2026 89:59


Reaching next-generation clients at scale often requires rethinking how financial planning is built, priced, and delivered. This episode explores how a tech-forward, flat-fee model can expand access to planning, create a consistent client experience, and unlock new growth channels both through direct-to-consumer marketing and partnerships with other advisory firms. Adam Dell is the founder of Domain Money, an RIA that operates virtually nationwide, serving 1,400 clients and expecting to generate approximately $10 million in revenue this year. Listen in as Adam shares how his firm built a financial planning software solution from the ground up to address the specific needs of his ideal clients. You'll learn how his firm uses AI to reduce administrative burden (while deciding what must be handled by an advisor, reviewed by a human, or automated entirely), as well as how a tech-forward, flat-fee experience attracts clients who may not fit traditional asset-based fee models. For show notes and more visit: https://www.kitces.com/481

The Accidental Entrepreneur
How to Double Your Business Value Without Dilution or Debt

The Accidental Entrepreneur

Play Episode Listen Later Mar 13, 2026 57:15


 content  type Interview  primary  goal Educational  summary In this episode, Mitch Beinhaker interviews Mark about business exit strategies, valuation, and innovative ways to maximize business value and cash out tax-free. They discuss the importance of succession planning, structuring deals, and leveraging capital to grow and sell businesses more profitably.  keywords business exit, valuation, succession planning, business growth, tax-free cash out, private equity, business group, capital deployment, M&A, business strategy  key  topics Business exit strategies and valuation The Double and Keep It Framework Using capital to grow business groups Reducing fees and taxes in business sales The importance of succession planning and owner transition  guest  name Mark Titles Revolutionizing Business Exits: The Double and Keep It Framework How to Double Your Business Value Without Dilution or Debt  sound bites "COVID and cancer changed my perspective on life and business." "Cleaning up books and processes can significantly boost valuation." "Helping business owners keep more and sell smarter is our goal." Chapters 00:00 Introduction and Overview of the Conversation 01:23 Marc's Journey: From Sales to Business Growth 03:43 The Impact of COVID-19 on Business and Personal Life 06:44 Facing Cancer: A Life-Changing Diagnosis 12:33 The Promise to His Son and the Birth of a New Mission 16:44 Innovative Solutions for Business Owners 20:39 The Unique Approach to Business Grouping and Valuation 27:25 Building a Bigger Group: The Power of Capital 30:03 Understanding Market Dynamics and Buyer Interests 32:01 Identifying Opportunities in Various Industries 34:59 Maximizing Business Value: Strategies for Owners 38:47 Common Pitfalls in Business Valuation 44:17 Leveraging Technology for Business Growth 48:45 Disrupting Traditional Business Valuation Models  resources acquisitionsforyou.com - https://acquisitionsforyou.com The Secrets to 10Xing Your Business and Cashing Out Tax Free (Book) - https://www.amazon.com/dp/B0XXXXXX Mitch Beinhaker (LinkedIn) - https://linkedin.com/in/mitchbeinhaker  

Trust Me...I Know What I'm Doing
Poorva Joshipura on PETA International and the Threats of Animal Cruelty

Trust Me...I Know What I'm Doing

Play Episode Listen Later Feb 24, 2026 46:33


PETA International President Poorva Joshipura unpacks Survival at Stake, linking animal cruelty to pandemics, antibiotic resistance, climate change, and pollution. Abhay and Poorva chat about her journey—from a "chicken burger" awakening to driving global change—and practical roadmaps for vegan living that protect humanity. They discuss the role of empathy, cultural heritage, and the impact of technology in advancing animal rights. Poorva shares insights on the compassion economy and how businesses can align with ethical practices. The conversation also touches on the challenges and controversies faced by PETA, emphasizing the need for awareness and action in the fight against animal cruelty.Chapters00:00 Introduction to Abhay and Poorva02:30 Poorva's Journey into Animal Rights06:54 The Importance of Empathy and Awareness10:50 Strategies for Animal Advocacy14:07 Sponsor Break - Travelopod15:27 Unlearning and Building Compassion19:46 The Accessibility of Veganism Today21:33 Channeling Anger into Positive Change25:13 Cultural Practices and Animal Rights in India28:48 Sponsor Break - Timberdog30:03 The Role of the Compassion Economy32:36 Leveraging Technology for Animal Advocacy35:41 Understanding PETA's Controversial Tactics39:53 Euthanized Animals and Ethical Considerations43:53 Staying Optimistic in Animal Activism45:58 Conclusion and Shout OutsBig shout out this week to previous guest, Neal Katyal for always bringing his constitutional A game, to Paul McCartney for being one of my favorite vegans of all time and for starting Meat Free Mondays and to Kashi, the inspiration behind RuffRest by Timber Dog.TRUST ME I KNOW WHAT I'M DOING is brought to you by TRAVELOPOD, with personalized travel support to help you explore the wonders of the world.  Start your next journey at vacation.travelopod.comThis episode is also sponsored by RuffRest® , the only dog bed you'll ever need.  Go to www.timberdog.com to learn more

Online Marketing Made Easy with Amy Porterfield
How to Build Wealth Without Sacrificing Your Life

Online Marketing Made Easy with Amy Porterfield

Play Episode Listen Later Feb 3, 2026 64:03


The Money Mindset Shift Every Woman Entrepreneur Needs There are more men named John running Fortune 500 companies than there are women. Total. Let that sink in for a second. That's just one of the things Vivian Tu, aka Your Rich BFF, dropped in this episode that made me go, wait, what? She went from being told she was "too girly for Wall Street" to becoming one of the most trusted voices in personal finance. And the way she breaks down money will make you rethink everything you thought you knew. We get into why women who are crushing it in business still let their money sit in a savings account earning 0.39%, the simple equation that tells you whether something is actually worth buying, why women fight over 2% of the pie when there's 98% sitting right there, and how to stop working around the clock and let your money do the work instead. Vivian also gets real about running her business at a sprint pace for years and what she's doing to finally build something sustainable. This is the money conversation I wish I had ten years ago. CHAPTERS: 00:00 "Money Truths with Amy Porterfield" 05:39 "Growing Wealth and Money Mindset" 13:42 "Leaving Wall Street and Identity" 19:05 Work Ethic and Efficiency 22:26 "Scaling Up: Hiring Strategically" 28:22 "Leveraging Technology and Lessons" 33:04 "Investing: Money Works for You" 41:43 Redefining Richness and Values 46:21 Why Women Struggle to Celebrate Success 51:56 "Focus on Profitable Ventures" 56:26 "Get Rich, Stay Rich Framework" 01:01:02 "Mastering Life's Biggest Finances" HERE ARE THE 3 KEY TAKEAWAYS FROM THIS EPISODE: 1️⃣ Separate Your Business and Personal Finances – As soon as you start making real money, set up a business entity that's fully separate from you. Your dry cleaning bill should not be on your business credit card. This protects you and sets you up to scale. 2️⃣ Stop Letting Your Money Sit in a Savings Account – A regular savings account earns you almost nothing. Once you have your emergency fund set, your money should be working for you through investments. Your labor earns you capital. Your capital makes you rich. 3️⃣ Value Purchases in Time, Not Dollars – Before you buy something, divide the cost by your hourly take-home pay. That $100 pair of yoga pants might cost you five hours of work. Is it worth it? This simple equation helps you spend strategically and without guilt. RESOURCES MENTIONED IN THIS EPISODE: Well Endowed by Vivian Tu (available wherever books are sold) Ask Dolly ManyChat Follow Vivian Tu (Your Rich BFF) on Instagram MORE FROM ME Follow me on Instagram @amyporterfield You've built something real. Revenue, audience, offers that work. But the results still don't match what you know you're capable of. The Calibrae Collective is a high-level coaching experience for female founders earning $150K+ annually who are done with inconsistent results and ready for predictable revenue. Click here to learn more. SUBSCRIBE & REVIEW If you loved this episode, please take a moment to subscribe and leave a review on Apple Podcasts! Your support helps us reach more entrepreneurs who need these insights.

Ask Drone U
EDL 019: Turning Passion to Profession: Running successful drone business in Hawaii, with Gabo Hanohano

Ask Drone U

Play Episode Listen Later Feb 1, 2026


In this episode, Gabe Hanohano takes us on his inspiring journey of building a successful drone business in Hawaii. Starting with a deep-rooted passion for photography and technology, Gabe navigates the intricate world of drones, sharing the highs and lows of his entrepreneurial path. He underscores the critical role of networking in Hawaii's relationship-driven market and the importance of adapting business strategies, including rebranding for better market positioning. Gabe also delves into the power of leveraging technology, such as AI, to enhance business operations and the necessity of a strong online presence for client attraction. His story is a testament to the value of continuous learning, resilience, and maintaining relationships in a rapidly evolving industry. Aspiring drone entrepreneurs will find Gabe's insights on exploring new opportunities, the potential of NSF grants for research and development, and the importance of staying grounded in reality both enlightening and motivating. Join us as Gabe shares his wisdom on thriving in the drone industry amidst challenges and uncertainties. Want to Make Money Flying Drones? DroneU gives you the blueprint to start and grow a real drone business: FAA Part 107 prep 40+ courses on flight skills, real estate, mapping, and business Pricing guides, client acquisition, and weekly coaching Supportive community of top-tier drone pros Start here https://www.thedroneu.com Know someone ready to take the leap? Share this episode with them !! Stuck between a safe job and chasing your drone dream? Download our FREE Drone Pilot Starter Kit   Includes: FAA checklist, pricing template, and plug-and-play proposal to help you land your first client with confidence.  https://learn.thedroneu.com/bundles/drone-pilot-starter-kit  Timestamps [02:49] - Gabe's Journey into Drones [05:59] - First Paid Jobs and Learning Experiences [09:06] - Building a Drone Business in Hawaii [12:04] - The Importance of Networking and Relationships [15:04] - Adapting Business Strategies and Name Changes [18:04] - Navigating the First Year of Business [20:46] - Acquiring Contracts and Client Relationships [23:54] - Leveraging Technology for Business Growth [26:58] - SEO and Online Presence [30:06] - The Role of AI in Business Development [33:01] - Long-Term Business Strategies and Mindset [36:07] - Future of Drone Business and Industry Changes [39:21] - Navigating Uncertainties in the Drone Industry [42:05] - Adapting to Market Changes and Client Needs [44:50] - Exploring New Opportunities and Innovations [46:26] - Reality Checks for Drone Business Owners [51:09] - Resilience and Perseverance in Challenging Times [54:50] - Networking and Collaboration for Growth [01:00:49] - Research and Development: NSF Grant Insights [01:06:08]  - Future Aspirations and Scaling the Business [01:08:55] - Lessons Learned and Best Practices

#AskPhillip
Business Principles: Time Is the Real Asset

#AskPhillip

Play Episode Listen Later Jan 30, 2026 11:55


Key Takeaways: Time Is a Valuable Asset: Time is just as important as money. How you use it affects your focus, energy, and overall productivity at work and in life. Plan and Build Systems: Clear planning and simple systems help businesses run smoothly and keep personal finances healthier and more organized. Grow Skills That Compound: Learning skills that build on each other creates long-term benefits. Over time, these skills save time, increase income, and open new opportunities. Use Technology Wisely: Tools like AI and digital assets can improve efficiency and create long-term value when used with purpose and understanding. Build for Fulfillment, Not Just Speed: A good business supports your life, not the other way around. Sustainable growth and personal fulfillment matter more than fast expansion. Chapters: Timestamp Summary   0:00 Time as an Asset in Business Systems 1:42 Bitcoin as a Solution to Economic and Systemic Challenges 4:46 Rethinking Work Hours and Compounding Skills for Business Growth 6:44 Leveraging Technology and Bitcoin for Small Business Success 9:22 Valuing Time and Building Meaningful Client Relationships   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.

The Accidental Entrepreneur
Lessons from a Mistake Prevention Specialist

The Accidental Entrepreneur

Play Episode Listen Later Jan 30, 2026 57:57


Summary In this episode of The Accidental Entrepreneur podcast, host Mitch Beinecke welcomes Bill Holsten, a business mistake prevention specialist. Bill shares his journey from a successful career in marketing and innovation at Bayer Consumer Health to becoming an entrepreneur. He recounts how a simple backyard carnival game idea evolved into a business venture, leading to the creation of the Pitch Burst game. Despite initial success, Bill faced significant challenges, including product durability issues and customer complaints, which taught him valuable lessons about entrepreneurship and resilience.    Bill emphasizes the importance of learning from mistakes and shares insights from his research on the behaviors that lead to entrepreneurial errors. He discusses six key factors that contribute to mistakes, including stress, fatigue, and distraction, and introduces tools to help entrepreneurs avoid these pitfalls. As a SCORE mentor, Bill is dedicated to helping others navigate their entrepreneurial journeys, offering advice on business planning and the significance of self-awareness in decision-making. His experiences serve as a reminder that while mistakes are inevitable, they can be valuable learning opportunities if approached with the right mindset. Keywords entrepreneurship, business mistakes, mistake prevention, SCORE, business planning, resilience, product development, marketing strategies, small business advice, innovation Takeaways "Fixing mistakes is expensive. Preventing them is priceless." "You can think of the urban store owner who forgets to lock his door and things get stolen." "When you're under stress, you rush decisions without fully checking details." "Learning from others' mistakes is better than learning from your own." "A business plan is a working document that needs regular review." Titles Avoiding Business Blunders: Lessons from a Mistake Prevention Specialist From Carnival Game to Business: Bill Holsten's Entrepreneurial Journey Sound bites "Kick the snot out of it." "You could have licensed it." "Fixing mistakes is expensive. Preventing them is priceless." Chapters 00:00 Introduction to the Podcast and Guest 01:28 Bill's Background and Entrepreneurial Journey 05:28 The Birth of Pitch Burst: A Creative Solution 09:46 Challenges Faced with Product Durability 11:03 Redesigning for Success: Lessons Learned 15:08 The Importance of Customer Feedback 20:05 Understanding Mistakes: Bill's Research and Insights 25:05 Tools for Preventing Business Mistakes 26:59 Understanding Mistake Risk 28:33 The Journey of an Accidental Entrepreneur 30:33 The Importance of Mentorship 32:01 Navigating Business Decisions 34:12 Lessons from Product Development 37:45 Health and Entrepreneurship 39:43 Leveraging Technology for Business 41:00 Transitioning from Employee to Entrepreneur 42:14 Giving Back through Mentorship 44:47 Avoiding the Sunk Cost Fallacy 46:38 Final Thoughts on Mistake Management

The Auto Repair Marketing Podcast
The Most Important KPI You're Not Tracking with Chris Cotton [E189]

The Auto Repair Marketing Podcast

Play Episode Listen Later Jan 28, 2026 28:15


Thanks to our Partners, Shop Boss and AppFueledYou might be tracking average repair order, car count, even gross profit, but are you looking at your average estimate? In this episode, Brian Walker sits down with coach and shop owner Chris Cotton to dig into what may be the most underutilized KPI in the auto repair industry. Chris lays out real numbers, explains why average estimate is a crystal ball into your sales process, and even shares the exact changes his shop made to 4x estimates and drive gross profit through the roof, all in just one year.If you've ever asked yourself “Why aren't my tickets higher?” or “Do I really need another service advisor?” this is the episode for you. Plus, you'll hear actionable advice on how to move the needle on closing ratios, the power of DVI, and why the right software may be the best investment you'll ever make.Hit play and discover why average estimate might be the missing metric in your shop's growth strategy.Show Notes with TimestampsIntroduction and Sponsor Acknowledgements (00:00:09) Host introduces the podcast, guest Chris Cotton, and thanks sponsors.Setting the Topic: The Most Important KPI You're Not Tracking (00:01:14) Discussion begins on the underutilized KPI: average estimate written by service advisors.Why Average Estimate Matters (00:01:47) Chris explains why average estimate is overlooked and its importance in diagnosing low average repair orders.How to Track Average Estimate (00:03:36) Discussion on how shop management systems track average estimate and the need to analyze by advisor and shop.Chris Cotton's Shop Background and Context (00:04:23) Chris shares his dual role as coach and shop owner, and sets context for the numbers discussed.Differences Between Shop Types and KPIs (00:06:07) Explains how KPIs differ between general, specialty, and quick lube shops, and the impact on labor hours.Shop Operations: Car Count, Bays, and Staffing (00:07:25) Chris details his shop's car count, number of bays, technicians, and unique seven-day schedule.Process Improvements and Estimate Presentation (00:09:29) Describes improvements in hours presented on estimates and the impact of digital vehicle inspections (DVIs).Leveraging Technology for Deferred Work (00:10:26) How CRM tools and online scheduling help sell deferred work and improve customer engagement.Transparency and Full Disclosure in Estimates (00:11:20) Chris's philosophy on presenting all findings to customers for informed decision-making.What is a Good Average Estimate? (00:13:19) Chris shares a rule of thumb for average estimate based on vehicle mileage and shop type.Impact of Raising Average Estimate on Revenue (00:14:51) Chris details how increasing average estimate improved average repair order and overall...

Work @ Home RockStar Podcast
WHR 3.260: Joel Steele – Flipping the Life Switch and Redefining Success

Work @ Home RockStar Podcast

Play Episode Listen Later Jan 26, 2026 45:53


Episode Summary In this episode of the Work at Home Rockstar Podcast, Tim Melanson sits down with Joel Steele, author of Life Switch and co-founder of Steele Financial Solutions. Joel shares his journey from a failed restaurant business at 24 to building a successful financial services firm from home. The conversation dives deep into redefining success, balancing ambition with family, and why living a "rich life" has more to do with presence and purpose than money alone. Who is Joel Steele? Joel Steele is the author of Life Switch and co-founder of Steele Financial Solutions, where he helps people prepare for retirement and long-term financial independence. With more than two decades in financial services, Joel is also a speaker and mentor focused on helping people flip the switch from merely surviving to truly living. He's passionate about family, fitness, and helping others design a life they don't want to escape from. Connect with Joel Steele Website: https://bookjoelsteele.com LinkedIn: https://www.linkedin.com/in/joel-steele-9685888/ Instagram: https://www.instagram.com/lifeswitchofficial 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 Twitter/X: https://twitter.com/workathomestar Timestamps 00:00 — Introduction to Joel Steele 00:33 — Joel's Journey: From Restaurant Failure to Financial Success 01:55 — Redefining Success: Beyond Financial Wealth 03:38 — Lessons from Failure and Personal Growth 05:19 — Embracing Activity and Overcoming Obstacles 12:03 — The Importance of Human Connection in Business 19:52 — Leveraging Technology and Personal Touch 22:26 — Balancing Work and Home Life 22:37 — Finding Productivity in Chaos 24:46 — The Importance of Knowing Yourself 26:23 — Balancing Work and Passion Projects 28:19 — Discovering Your True Calling 32:01 — Applying Your Skills Beyond Your Day Job 35:48 — The Power of Passion and Purpose 38:29 — Joel Steele's Mission with Life Switch 41:28 — Final Thoughts and Inspirations

The Missional Life Podcast
Can the Great Commission Be Finished by 2030? with James O Davis

The Missional Life Podcast

Play Episode Listen Later Jan 19, 2026 47:17 Transcription Available


What would it look like to see the Great Commission fulfilled in our lifetime? In this episode of The Missional Life Podcast, Dr. James O. Davis, founder of the Global Church Network, shares a bold vision to mobilize the global church to complete the Great Commission by 2030. From humble beginnings to impacting leaders in more than 140 nations, Dr. Davis explains how collaboration, innovation, and unity in the body of Christ are essential to reaching the world with the gospel. He challenges believers to move beyond ego and logos to embrace the power of “we go.” This conversation will inspire you to see your role in God's global mission.About the GuestDr. James O. Davis is the founder of the Global Church Network, a worldwide movement dedicated to equipping pastors and church leaders to fulfill the Great Commission. Through training initiatives, global gatherings, and strategic partnerships, the network has connected leaders in more than 140 nations. Dr. Davis has authored over 20 books and continues to inspire believers worldwide to work together to reach every nation with the gospel.Reasons to ListenA Bold Global Vision Dr. James Davis shares a compelling vision for how the global church can work together to complete the Great Commission by 2030.Leadership Wisdom Learn practical leadership insights from a seasoned global leader who has trained and connected pastors in more than 140 nations.Your Role in the Mission This conversation will help you see how every believer can play a part in God's mission to reach the world.Big TakeawaysThe Great Commission Is Achievable When the global church collaborates and shares resources, reaching every nation with the gospel becomes possible.Unity Multiplies Impact Moving beyond competition and working together across denominations allows the church to advance the kingdom more effectively.Technology Accelerates the Mission Digital training platforms and global networks are equipping pastors and leaders in ways never before possible.Leadership Requires Growth Leaders must continually grow personally and spiritually to influence others effectively.Every Believer Has a Role God invites every Christian to participate in His mission, whether locally or globally.Missional ChallengesPray for Global Missions Set aside time this week to pray specifically for unreached people groups and global church leaders.Support Kingdom Collaboration Look for ways your church or ministry can partner with others to advance the gospel.Invest in Leadership Development Encourage and mentor younger believers who feel called to leadership or ministry.Chapters00:00 – Introduction to Dr. James Davis01:10 – Dr. Davis' Conversion and Early Calling04:00 – The Vision Behind the Global Church Network08:00 – Leveraging Technology for Global Training12:00 – The Goal of Finishing the Great Commission by 203018:00 – Moving Beyond Ego and Logos in Ministry24:00 – The Role of Unity in the Global Church30:00 – Training and Equipping Leaders Worldwide36:00 – Advice for Young Christian Leaders44:00 – Final Encouragement for Living MissionallyGuest Website & Social MediaWebsite: https://gcnw.tvGlobal Church Divinity School: https://gcds.tvPersonal Website: https://jamesodavis.comHashtags#themissionallife #themissionallifepodcast #Jesus #GreatCommission #GlobalMissions #ChristianLeadership #ChurchLeadership #KingdomMission #PastorTraining #ReachTheNations___________________________________________________________________________________________>>>CLICK HERE to get your FREE 31 DAY MISSIONAL DEVOTIONALand to learn more about 'The Missional Life' ministry

What the Tech
The Future of Business Growth and Leveraging Technology

What the Tech

Play Episode Listen Later Jan 14, 2026 9:23


In this episode of What The Tech, host and VP of Client Partnerships, Becky Cross, is joined by Adam Tubbs, CEO at FIT Technologies, to discuss the pivotal role emerging technologies like AI and advanced cybersecurity play in driving business growth. The conversation delves into AI's impact on productivity, the importance of cybersecurity in decision-making, and the adaptation to hybrid work environments post-COVID. They also explore strategies for executives to increase their technology proficiency and the need for mutual ownership between IT departments and leadership. Tune in to learn how these elements are shaping growth strategies for businesses looking towards 2026.

Daily Influence
643. The Responsible Influence of AI: Leveraging Technology in SMART Management (rerun)

Daily Influence

Play Episode Listen Later Jan 12, 2026 9:12 Transcription Available


In this revisit to episode 469 of Daily Influence, Brian Smith dives into one of today's most dynamic and debated topics—Artificial Intelligence. Through the lens of the SMART Management model, Brian explores how AI can responsibly amplify human judgment rather than replace it. He shares personal experiences coaching clients on AI adoption, and gives a grounded perspective on how AI can support strategic decision-making, communication, and culture—when used transparently and ethically. Listeners will walk away with clear, SMART-based guidelines on integrating AI as a tool, not a crutch, in modern leadership and management.

Security Halt!
Fatherhood, Nonprofits & Building Veteran Community with Liam Cogan of 3 Bravo

Security Halt!

Play Episode Listen Later Dec 30, 2025 88:38 Transcription Available


Let us know what you think! Text us! SPONSORED BY: PURE LIBERTY LABS, PRECISION WELLNESS GROUP, and THE SPECIAL FORCES FOUNDATION In this episode of Security Halt!, Deny Caballero sits down with Liam Cogan for a wide-ranging conversation on fatherhood, veteran support, nonprofit work, and the realities of content creation. From humorous takes on bad company names to the serious logistics behind fundraising and event planning, the discussion highlights the importance of community, purpose, and focus. They unpack the challenges veterans face during transition, the need for systemic change, and how media, technology, and internet culture shape today's landscape. Equal parts candid and insightful, this episode explores personal growth, motivation, and building meaningful impact in a noisy world. This is the end of Security Halt…Season 7.  

The Good Leadership Podcast
Cultivating Community in the Workplace with Dr. Karla Van Havel and Charles Good | TGLP #277

The Good Leadership Podcast

Play Episode Listen Later Dec 29, 2025 16:58


In this episode of the Good Leadership Podcast, host Charles Good and guest Dr. Karla Van Hevel discuss the importance of building a sense of community in the workplace, especially in today's dispersed work environments. They explore the definition of community, the benefits of fostering it, and practical steps leaders can take to cultivate a strong workplace culture. Karla shares insights from her research and introduces her Workplace Community Insight assessment tool, emphasizing AI's role in strengthening community connections while preserving the human element.TAKEAWAYSBuilding community is essential for employee engagement.Community in the workplace can enhance trust and reduce turnover.AI can facilitate connections but should not replace human interaction.Understanding how employees define community is crucial.The 'BRING' method helps leaders foster community effectively.Leaders should prioritize getting to know their team members.Community-building requires ongoing effort and consistency.Successful organizations often have strong community cultures.Assessments can help measure and improve the workplace community.Creating a sense of belonging can lead to better organizational outcomes.CHAPTERS00:00 Building Community in the Workplace07:09 Defining Community and Its Importance10:34 Leveraging Technology for Community Building13:57 Assessing Community with the Workplace Community Insight14:37 First Steps to Cultivating Community16:36 Key Insights and Takeaways

Agent of Wealth
The Small Business Owner's Guide to Leveraging Technology With David Quick

Agent of Wealth

Play Episode Listen Later Dec 12, 2025 22:57


AI is reshaping the business world — but for small business owners, the biggest danger isn't the technology itself. It's adopting it without truly understanding your processes.In this episode of The Agent of Wealth, co-host John Williams is joined by David Quick — IT veteran, founder of Total Cover IT, and author of Winning with Tech in the Age of AI. David shares insights from 25 years in technology and business, revealing how small businesses can leverage AI safely, strategically, and profitably.In this episode, you will learn:Why AI won't fix a broken process — it will amplify it.The smartest (and safest) ways small businesses can begin using AI today.How cybersecurity threats are evolving as hackers also adopt AI — and how to protect your business.The biggest tech mistakes small businesses make, and how to avoid shiny-object syndrome.And more!Tune in for a grounded, practical look at where AI is headed — and what business owners can do now to stay efficient, secure, and competitive.Resources: Episode Transcript & Blog | totalcoverit.com |totalcoverit.com/winningwithtech | totalcoverit.com/meetdavidquick | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory CallWant to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

The Accidental Entrepreneur
From Ideas to Inventions: The Entrepreneurial Path

The Accidental Entrepreneur

Play Episode Listen Later Dec 5, 2025 56:10


Keywords: inventions, entrepreneurship, marketing, networking, product development, QVC, intellectual property, business success, female entrepreneurs, creativity Summary: In this engaging conversation, Mitch Beinhaker interviews Lisa Ascolese, an accidental inventor and entrepreneur, who shares her journey from childhood creativity to successful product development. Lisa discusses her early inventions, the challenges of marketing, and the importance of networking and persistence in entrepreneurship. She emphasizes the need for commitment, the role of effective marketing, and the significance of teamwork in achieving business success. The conversation also touches on the importance of intellectual property protection and the mindset required to navigate the entrepreneurial landscape. Takeaways Lisa Ascolese's journey as an accidental inventor began in childhood. Networking is crucial for success in entrepreneurship. Persistence and follow-up are key to building relationships. Understanding the market is essential before launching a product. You must be committed and passionate about your product. Marketing is a vital component of product success. Utilizing technology can enhance marketing efforts. Teamwork allows for greater freedom and productivity. Visualizing goals can help in achieving them. Overcoming negative feedback is essential for growth. Titles The Accidental Inventor: Lisa Ascolese's Journey From Ideas to Inventions: The Entrepreneurial Path   Sound bites "You're born an inventor." "Follow up is crucial." "You have to be all in."   Chapters 00:00 Introduction to Inventions and Entrepreneurship 01:15 Lisa's Journey as an Accidental Inventor 03:08 The Bosom Buddy and Early Marketing Efforts 06:32 From Prototypes to QVC: The Bun Tie 09:31 Navigating QVC: The Wrap-in-Store Organizer 11:00 The Reality of Product Development Risks 12:20 The Importance of Networking and Connections 15:43 Evaluating Commitment in Entrepreneurs 19:32 The Role of Marketing in Product Success 22:13 Leveraging Technology for Marketing 25:29 The Power of Teamwork in Business 28:30 Creating a Lifestyle of Freedom 30:37 Teaching Entrepreneurship: Lisa's Impact 34:49 The Importance of Persistence and Connection 36:32 The Secret to Success: Openness and Networking 41:53 The Canvas Exercise: Visualizing Goals 44:08 Overcoming Doubts and Negative Feedback 48:42 Intellectual Property: Protecting Your Ideas

Reboot IT - 501(c) Technology
Volunteer Management Tech? That's a Real Thing? Reboot Your POV

Reboot IT - 501(c) Technology

Play Episode Listen Later Dec 4, 2025 32:48


In this episode of Reboot IT, host Dave Coriale sits down with Justin Burniske, Co-Founder of Volunteer Me at Meta-Dao, to explore how associations can improve the volunteer experience. They discuss strategies for recruiting beyond the usual pool, setting clear expectations for volunteers, and leveraging technology to streamline processes. Justin shares insights from his work with associations and his experience on the ASAE Tech Council, offering practical tips for creating inclusive, efficient, and rewarding volunteer programs.Themes and Topics:Volunteer Recruitment Done RightMove beyond the same networks—expand your reach for diversity and inclusion.Use segmentation and targeted marketing instead of blasting everyone.Setting Clear ExpectationsDefine time commitments and responsibilities upfront.Communicate rules of engagement to avoid confusion and frustration.Streamlining Selection and ManagementShift from subjective choices to structured, criteria-based evaluations.Stop drowning in spreadsheets—centralize data for efficiency.Leveraging Technology and AIVolunteer platforms can automate workflows and improve transparency.AI can help—but beware of reinforcing historical biases.Creating a Positive Volunteer ExperienceMake opportunities easy to find and filter (e.g., by time commitment).Follow up with applicants—especially those not selected—to keep them engaged.

Marketing Leadership Podcast: Strategies From Wise D2C & B2B Marketers
Mason Cosby — Leveraging Technology in Account-Based Marketing for Revenue Growth

Marketing Leadership Podcast: Strategies From Wise D2C & B2B Marketers

Play Episode Listen Later Dec 4, 2025 34:47


Today, Mason Cosby, Founder of Scrappy ABM, explains how a strategy-first approach powers account-based programs, why technology should support rather than replace human judgment and how marketers can translate signals into revenue outcomes. Mason reflects on changing B2B buying behavior, the tension between automation and personalization and the importance of clear messaging in crowded markets. He also shows how scrappy teams use lightweight tools and focused playbooks to build engagement, accelerate pipeline and prove marketing impact.Key Takeaways:00:00 Introduction.01:45 Hands-on experimentation can reveal a unique niche and lead to new opportunities.04:54 Strong foundations in people, process and systems enable scalable programs.08:04 Over-reliance on automation and poor targeting can weaken marketing relationships.09:50 Human judgment and tailored communication keep outreach relevant and respectful.13:57 Revenue and pipeline remain the core metrics, even when long B2B sales cycles require patience.15:42 Consistent communication and engagement are key leading indicators for the future pipeline.20:53 Visibility and impressions support long-term brand-building efforts.29:30 Clear messaging reduces confusion and strengthens market positioning.Resources Mentioned:Mason Cosbyhttps://www.linkedin.com/in/masoncosby/Scrappy ABM | LinkedInhttps://www.linkedin.com/company/scrappy-abm/Scrappy ABMhttps://scrappyabm.com/Warmly AIhttps://www.warmly.ai/Apollohttps://www.apollo.io/Propensityhttps://www.propensity.com/HubSpot Starterhttps://www.hubspot.com/pricing/suite/starter?currencyCode=USD&term=annualListen Networkhttps://listennetwork.co/Insightful Links:https://www.tadigital.com/insights/perspectives/how-marketers-can-leverage-marketing-automation-account-based-marketinghttps://researchnxt.com/martech/leveraging-technology-in-account-based-marketing/https://hub.uberflip.com/uberflip-blog-posts/leverage-tech-to-scale-abm-improve-your-abm-strategy-to-deliver-connected-experiencesThanks for listening to the “Marketing Leadership” podcast, brought to you by Listen Network. If you enjoyed this episode, leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation. We appreciate the enthusiasm and support from our community. Currently, we are not accepting new guest interview requests as we focus on our existing lineup. We will announce when we reopen for new submissions. In the meantime, feel free to explore our past episodes and stay tuned for updates on future opportunities.#PodcastMarketing #PerformanceMarketing #BrandMarketing

Invisible Not Broken A Chronic Illness Podcast
The Untold Risks of TMS: Jordan Hanson's Journey

Invisible Not Broken A Chronic Illness Podcast

Play Episode Listen Later Nov 19, 2025 60:05


KeywordsTMS, transcranial magnetic stimulation, brain injury, mental health, medical gaslighting, patient advocacy, chronic illness, technology in healthcare, self-care, mindfulnessSummaryIn this conversation, Jordan Hanson shares her personal journey with transcranial magnetic stimulation (TMS), a procedure intended to treat mental health issues. She discusses the initial excitement about the treatment, the subsequent negative effects she experienced, and the challenges of navigating the medical system. The conversation highlights the importance of patient advocacy, community support, and the role of technology in managing health. Jordan emphasizes the need for awareness and understanding of the risks associated with TMS and the importance of self-care and mindfulness in coping with chronic illness.TakeawaysTMS is a procedure that uses magnetic fields to stimulate brain activity.Jordan experienced significant negative effects from TMS, including brain injury symptoms.Medical gaslighting is a common issue faced by patients seeking help.Community support is crucial for those dealing with chronic illness.Technology, including AI, can assist in managing health and communication.Self-care and mindfulness are essential for coping with chronic illness.Advocacy is important to raise awareness about the risks of TMS.Family planning can be complicated by health issues and uncertainties.Understanding the impact of chronic illness on daily life is vital.The journey of healing is ongoing and requires patience and support.TitlesThe Hidden Risks of TMS: A Personal JourneyNavigating the Medical Maze: Jordan's TMS ExperienceSound bites"I was called headache girl for a year.""I want to share my story to help others.""I have to protect myself and my energy."Chapters00:00 Introduction to TMS and Jordan's Journey01:13 Understanding the Impact of TMS on Life01:28 Introduction and Background on TMS04:20 Understanding Trans-Cranial Magnetic Stimulation (TMS)07:23 The Experience of TMS Treatment10:20 The Impact of TMS on Daily Life13:09 Medical Gaslighting and Patient Advocacy16:13 The Journey to Recovery and Diagnosis19:14 Community Support and Sharing Stories22:18 The Decision to Create a Documentary25:13 Advocacy and Future Goals36:11 The Need for Scientific Understanding in TMS40:42 Coping with Chronic Illness and Disability44:52 Navigating Family Planning Amidst Uncertainty52:54 Leveraging Technology for Brain Injury Support59:42 Personal Growth Through Adversity Hosted on Acast. See acast.com/privacy for more information.

Alt Goes Mainstream
iAltA's Bill Crager - from building Envestnet to a "transformational moment" in wealth management

Alt Goes Mainstream

Play Episode Listen Later Nov 19, 2025 53:48


Welcome back to the Alt Goes Mainstream podcast.Today's interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today.Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew into a public company. Bill was the CEO of Envestnet during the company's time as both a public company and following Bain Capital's acquisition to take the company private for $4.5B.Bill is now back at it again, joining iAltA Holdings as a Founding Partner to build a suite of businesses at the intersection of private markets and private wealth management infrastructure alongside former Ipreo CEO Scott Ganeles, former Ipreo Executive Bill Sherman, and former Blackstone CFO and WestCap Founder Laurence Tosi.Bill and I had a fascinating conversation about wealth management and private markets. We covered:The evolution of wealthtech.What advisors are looking for when it comes to technology.How technology can help advisors deliver a high-quality experience to clients.Why private markets are now playing such a big role in the business of wealth management.What is missing in private markets infrastructure.The role of AI in financial planning.Why Bill wanted to go back to building again.What is in store for iAltA.Thanks Bill for sharing your wisdom and expertise on private wealth and private markets.Show Notes00:00 Introduction to Early Technology00:12 Sponsorship Message from Ultimus02:09 Welcome to the Alt Goes Mainstream Podcast02:12 Introduction to Bill Crager04:19 Building Envestnet and Early Challenges05:06 Evolution of Wealth Management07:00 Adoption of Technology in Wealth Management08:39 Private Equity's Role in Wealth Management10:17 Horizontal vs. Vertical Solutions14:11 Challenges in Wealth Management Technology16:22 Data and Technology in Wealth Management22:41 Customization and Future of UMA24:30 Impact of Data on Private Markets26:30 Evergreen Funds and UMAs27:45 Fusion of Public and Private Markets28:07 Data Inputs for Financial Advice28:33 Building Financial Plans at Scale28:59 The Need for Holistic Financial Connectivity29:35 Challenges in Data Flow and Infrastructure30:29 The Role of AI in Financial Planning30:49 Balancing Machine Learning with Human Assurance31:35 AI's Impact on Financial Advice32:40 Future of Financial Planning with AI35:06 Trust in Technology vs. Human Advisors35:19 The Emotional Component of Financial Advice36:31 The Evolution of Wealth Management37:02 Tokenization in Wealth Management37:46 Adoption Challenges of Tokenization38:56 Leveraging Technology in Wealth Management39:27 The Future of Financial Advisors40:59 Advice for Young Financial Advisors42:10 The Role of Technology in Private Markets43:48 The Vision Behind iAltA44:46 Building Horizontal Solutions46:14 Creating Bridges in Financial Infrastructure51:00 The Future of Financial Advice IndustryEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.

Franchise Freedom
Fundraising U Founder's 4 Secrets to Franchise Freedom with Mike Bahun & Giuseppe Grammatico

Franchise Freedom

Play Episode Listen Later Nov 15, 2025 26:56 Transcription Available


Franchise business advisor Giuseppe Grammatico welcomes Mike Bahun (Founder & CEO of Fundraising U) to discuss his journey to 100 territories and the mindset shift required for franchise freedom. We cover: 1) The unique digital service model of Fundraising U, 2) The unprecedented coaching and AI used for franchisee success, 3) Why being an employee is the TRUE risk, and 4) How to start investing in franchise ownership with the 4-Step Franchise Freedom Process. Choose the right path at https://ggthefranchiseguide.comDISCLAIMER: The information on this site is for general information purposes only. Franchising involves risk and careful consideration should be given before making any decisions.00:00 Introduction to Fundraising U00:11 Escaping the Corporate Trap & The Fundraising U Origin00:51 Welcome to the Franchise Freedom Podcast01:37 Meet Mike Bahun: The Coach and Entrepreneur02:43 The Evolution of Fundraising U04:12 Franchising Success and Expansion05:15 The Fundraising U Business Model05:26 The Unique Fundraising U Business Model & Success Metrics09:38 Leveraging Technology and AI09:57 Technology & Unprecedented Franchisee Coaching11:37 Coaching and Development at Fundraising U13:55 The Leap to Entrepreneurship14:02 The TRUE Risk of Staying an Employee17:39 Final Thoughts and Contact Information22:36 Your Next Step: The Franchise Freedom Mindset ShiftConnect with Franchise Freedom on:Website: https://ggthefranchiseguide.com/podcast/ LinkedIn: https://www.linkedin.com/in/giuseppe-grammatico/ Facebook: https://www.facebook.com/GGTheFranchiseGuide X: https://x.com/ggfranchguide Instagram: https://www.instagram.com/ggthefranchiseguide/ YouTube: https://www.youtube.com/@ggthefranchiseguide Apple: https://podcasts.apple.com/us/podcast/franchise-freedom/id1499864638 Spotify: https://open.spotify.com/show/13LTN5UzA57w2dTB4iV0fm TikTok: https://www.tiktok.com/@ggthefranchiseguide The Franchise Freedom: Discover Your New Path to Freedom Through Franchise Ownership, Book by Giuseppe Grammatico https://ggthefranchiseguide.com/book or purchase directly on ...

Bulletproof Dental Practice
Creating A Strategic / Autonomous Team!

Bulletproof Dental Practice

Play Episode Listen Later Nov 13, 2025 38:31


The Bulletproof Dental Podcast Episode 414 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION In this conversation, Peter Boulden and Craig discuss the importance of creating a strategic and autonomous team within an organization. They explore various leadership strategies, the significance of believing in team members, and the role of technology in problem-solving. The discussion emphasizes the need for resourcefulness, effective meeting structures, and the transformation of guilt into gratitude as leaders step back from day-to-day operations. Ultimately, they highlight the importance of scaling operations to better serve communities and reduce burnout among leaders. TAKEAWAYS Creating an autonomous team is essential for growth. Leaders must resist the temptation to solve every problem. Believing in your team is the first step to empowerment. Technology can be leveraged for efficient problem-solving. Resourcefulness is a key trait of effective leaders. Meetings should focus on identifying, discussing, and solving problems. Transforming guilt into gratitude enhances leadership effectiveness. Scaling operations can lead to greater community impact. Effective leadership involves stepping back to allow others to thrive. Decision fatigue can be mitigated by empowering teams. CHAPTERS 00:00 Creating a Strategic and Autonomous Team 03:54 The Importance of Leadership in Team Development 06:41 Empowering Employees to Think Strategically 09:45 Leveraging Technology for Problem Solving 12:34 Fostering Resourcefulness in Teams 15:42 Implementing Effective Meeting Structures 20:12 Effective Meeting Strategies for Leadership 25:08 Creating an Autonomous Team 30:32 Overcoming Leadership Guilt 35:38 The Importance of Strategic Thinking REFERENCES Bulletproof Summit Bulletproof Mastermind  

Smart Business Revolution
Leveraging Technology and Thought Leadership in Podcasting With John Corcoran

Smart Business Revolution

Play Episode Listen Later Nov 7, 2025 15:44


John Corcoran is a recovering attorney, an author, and a former White House writer and speechwriter to the Governor of California. Throughout his career, John has worked in Hollywood, the heart of Silicon Valley, and ran his boutique law firm in the San Francisco Bay Area, catering to small business owners and entrepreneurs. Since 2012, John has been the host of the Smart Business Revolution Podcast, where he has interviewed hundreds of CEOs, founders, authors, and entrepreneurs, including Peter Diamandis, Adam Grant, Gary Vaynerchuk, and Marie Forleo. John is also the Co-founder of Rise25, a company that connects B2B businesses with their ideal clients, referral partners, and strategic partners. They help their clients generate ROI through their done-for-you podcast service. In this episode… In an era where technology evolves faster than ever, how can business leaders use these innovations to stand out and grow their influence? From AI-driven tools to thought leadership platforms, the modern podcasting landscape is changing rapidly. But what does it take to leverage these tools effectively without losing the human touch that makes great conversations and ideas resonate? According to John Corcoran, a seasoned podcast host and entrepreneur, the key lies in embracing technology as a partner rather than an enemy. He explains that tools like AI and code assistants can enhance creativity and efficiency — helping creators produce better writing, build websites faster, and bring new ideas to life with less friction. John highlights how AI can democratize communication, empowering more people to share their voices clearly and professionally. He also points to thought leaders and podcasters who skillfully align their content with their brand message, turning each episode into both a meaningful dialogue and a strategic relationship-building opportunity. Tune in to this episode of the Smart Business Revolution Podcast as Chad Franzen of Rise25 interviews John Corcoran to discuss how technology and thought leadership intersect in podcasting. They explore the smart use of AI in content creation, the rise of no-code tools for entrepreneurs, and lessons from influential podcasters who shaped the industry. John also shares how aligning podcast themes with business goals creates authentic, lasting connections.

The Perfect RIA
Encore Episode: Leveraging Technology With Guest Ben Goss

The Perfect RIA

Play Episode Listen Later Oct 31, 2025 28:29


As humans, we aren't necessarily hard-wired to think about saving and investing in our future, which is why Financial Advisors play such a critical role. In today's episode, Matt is joined by Ben Goss, the CEO and Founder of Dynamic Planner in the UK. Ben shares how he began his business with the goal of where he felt he could make the biggest impact, and how by utilizing technology, not only does it provide more value to your clients, but it frees up more of your time as well. Encore Episode: Leveraging Technology With Guest Ben Goss Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Ben Goss: Website | LinkedIn

The Ecomcrew Ecommerce Podcast
E621: 5 Tariff Strategies My Company is Taking

The Ecomcrew Ecommerce Podcast

Play Episode Listen Later Oct 29, 2025 27:29


Dave talks about how the tariffs have impacted his business personally and how he plans to address these challenges. He talks about how you can save your profit margins by manufacturing locally or manufacturing in house (at least by experimenting), and expanding to other marketplaces or countries to save some of that profit margin. Today's episode is sponsored by Sellerboard. Sellerboard helps users track sales, refunds and fees in real time, and even counts your indirect expenses in final profit. Beyond analytics, Sellerboard also streamlines operations with smart portfolios for PPC, inventory forecasting & management and more! Try Sellerboard free for 2 months — no credit card required. Just go to sellerboard.com/ecomcrew and get clarity on your margins today. Tariffs have been a significant cost for Amazon businesses, which have ultimately eaten away at profit margins. Timestamps 00:00 - Navigating Tariffs: An Overview 02:50 - Five-Step Strategy for Local Manufacturing 05:52 - Identifying Products for Local Production 08:54 - Leveraging Technology for Efficient Manufacturing 11:47 - Exploring Chemical Products and Local Manufacturing 14:46 - Advantages of Local Manufacturing in E-commerce 16:52 - Diversifying Markets Beyond the US 21:11 - Strategies for Higher Margins and Payment Terms 24:48 - Navigating Tariffs and Legal Considerations As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested. Don't forget to leave us a review on iTunes if you enjoy our content. Thanks for listening! Until next time, happy selling!

The Fitness Business School with Pat Rigsby
Fitness Business School - BONUS - Fixing a Facility with Fred Zoller

The Fitness Business School with Pat Rigsby

Play Episode Listen Later Oct 24, 2025 32:25


Ready to grow your clientele & revenue? Download "The 20 Client Generators" PDF now and get instant access to strategies that will fill your calendar with potential clients. No complicated tech, no lengthy processes—just real strategies that work. https://info.patrigsby.com/20-client-generators Do you want to stop chasing leads and start attracting them instead? Get Instant Access To The Weekly Client Machine For Just $5.00! https://patrigsby.com/weeklyclientmachine Get Your FREE Copy of Pat's Fitness Entrepreneur Handbook! https://patrigsby.com/feh  --- Boosting Revenue in Sports Facilities: Fred's Success Story In this episode of The Fitness Business School, Pat Rigsby sits down with Fred Zoller, a long-time collaborator, to discuss the major turnaround Fred achieved after purchasing a local baseball facility. Fred shares insights into his decade-long journey in the fitness and sports business, his strategic moves to increase revenue by 50%, and the impactful changes made to membership models, software, staffing, and facility upgrades. Learn how Fred's marketing strategies and implementation of automated pitching machines contributed to a substantial growth in membership and revenue. This episode is a must-listen for sports facility owners looking for practical tactics to elevate their business. 00:00 Introduction and Guest Welcome 00:18 Fred's Background and Business Ventures 01:19 Acquiring the Baseball Facility 02:49 Initial Changes and Upgrades 03:52 Revenue Growth Strategies 06:36 Optimizing Membership and Pricing 09:19 Service Delivery Improvements 15:20 Marketing Overhaul 19:23 Leveraging Technology and Partnerships 22:58 Success Stories and Future Plans 29:41 Conclusion and Contact Information

The Home Service Expert Podcast
Maximizing Fleet Efficiency: Insights from Industry Experts with Renee Millum

The Home Service Expert Podcast

Play Episode Listen Later Aug 8, 2025 39:48


In this conversation, Tommy Mello and fleet management expert Renee Milam discuss the intricacies of managing a fleet of vehicles, particularly in the home service industry. They explore the benefits of leasing versus buying vehicles, the importance of maintaining a new fleet for employee morale and customer perception, and how effective branding can enhance business visibility. Additionally, they delve into the role of technology in optimizing fleet operations and the significance of understanding total cost of ownership in fleet management. Don't forget to register for Tommy's event, Freedom 2025! This is the event where Tommy's billion-dollar network will break down exactly how to accelerate your business and dominate your market in 2025. For more details visit freedomevent.com Timestamps: 00:00 Understanding Fleet Management and Vehicle Lifecycle 08:01 The Benefits of Leasing vs. Buying Vehicles 16:01 Optimizing Fleet Operations and Maintenance 23:16 The Importance of Vehicle Branding and Image 30:34 Leveraging Technology in Fleet Management