Podcasts about leveraging technology

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

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.

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

You've been told that if you hand your team a checklist and tell them to “be consistent,” your cleaning business will start delivering flawless, reliable service every time. But all that's gotten you is a pile of missed details, frustrated clients, and a growing sense that you're stuck putting out fires instead of building trust. Let's get real: there's a better way to create consistency and keep clients happy. Ready to find out what works? Christina Freer is the kind of entrepreneur who knows what it means to start at the bottom and build something real. Raised in a small Idaho town, she jumped into the commercial cleaning industry with just a secondhand vacuum and a determination to make things work—literally using whatever tools she could find. Christina's background in real estate gave her a unique edge, helping her understand the true needs of property managers and business clients. Over the years, she's developed a reputation for building training programs that make consistency and reliability a part of her team's DNA. Christina's approach is practical and people-focused, always aiming to solve problems for clients and keep communication open. Her journey and philosophy show that you don't need fancy beginnings to create a cleaning business that stands out—you need a clear vision, hard work, and a dedication to quality service. Reach out to Christina via email here: christina@rcfcommercialcleaning.com Connect with Christina on LinkedIn here: https://www.linkedin.com/in/christinafreer/ Visit RCF Commercial Cleaning here: http://www.rcfcommercialcleaning.com/   The key moments in this episode are: 00:00:00 - Introduction to Beyond Clean Podcast and Guest Background 00:06:00 - Mentorship and Understanding Client Needs in Commercial Cleaning 00:08:30 - Consistency and Reliability as Foundations of Cleaning Success 00:11:00 - Structured Training and Service Scheduling for Effective Janitorial Operations 00:13:00 - Advanced Team Cleaning Model and Client Accountability 00:14:09 - Effective Inspection and Validation Processes in Cleaning Services 00:17:01 - Modern Cleaning Equipment and Consistency in Service Delivery 00:20:33 - Post-COVID Cleaning Priorities: Consistency Over Price 00:23:33 - Customized Supplies and Equipment for Optimal Cleaning Results 00:24:45 - Leveraging Technology and Training Innovations for Cleaner Onboarding 00:27:43 - Innovative Pre-Job Skills Assessment Using 3D Scans 00:30:31 - Building Team Connection Through Personal Engagement 00:33:57 - Leveraging Personality Assessments to Strengthen Leadership 00:35:32 - Company Growth and Rigorous Hiring Practices 00:38:46 - Cultivating a Fun and Positive Company Culture 00:40:01 - Hilarious and Challenging Moments in Commercial Cleaning 00:41:23 - Family Involvement and Support Behind RCF Commercial Cleaning 00:43:08 - Multi-Generational Workforce and Cleaning Industry Legacy 00:45:24 - Valuable Advice to Younger Self and Aspiring Entrepreneurs 00:46:52 - Personal Life and Future Plans Beyond Business

In this heartwarming episode of The Other 99% Podcast, Lisa and Susan chat with Kim Smith of Lemongrass Spa about her creative “Guys Gift Service.” Kim shares how a single customer request turned into a thriving annual tradition that helps men shop easily for the women in their lives. She walks listeners through how she personalizes each basket, collaborates with local makers, and uses simple systems like Project Broadcast to stay organized. The conversation highlights practical ways to simplify seasonal selling, connect with customers year-round, and make gift-giving effortless for everyone.Takeaways:Listen for Opportunity Make Shopping Effortless Collaborate Locally Use Simple Systems Don't Limit SpendingMemorable Quotes: “Let them finish before you add them up and say anything else — what else can I get for you? We don't know what people have in their back pocket.” – Kim Smith“We need to stop worrying about spending other people's money; if they want what's being offered, they'll buy it.” – Lisa Duck“I love being the easy button so people can get what they actually want instead of perfume or a sweater they'll never wear.” – Susan LarimerChapters:00:00 Introduction to Kim Smith and Her Journey02:30 Innovative Gift Solutions for Men07:05 Understanding Customer Preferences11:17 Expanding the Gift Service13:46 Memorable Gift Experiences15:56 Engaging Men in Shopping Events19:52 Leveraging Technology for Business Growth28:22 Final Thoughts and AdviceBe a audience member on the 100th Episode - https://lisaduck.com/100th-episode/ Find Kim on social: Facebook | LemongrassSpa#DirectSales #ConferenceHigh #BusinessGrowth #TheOther99%Podcast  Thank you for tuning in to The Other 99%. If you enjoyed this episode, please take a moment to rate and review the podcast—it helps us reach more listeners like you! Don't forget to share this episode with your network and help spread the word.Subscribe now to never miss an episode and stay inspired in your direct sales journey!Plus be sure to follow The Other 99% Podcast on YouTubeInterested in being a guest? Share your story hereFind Lisa on social: Facebook | Instagram | YouTube | lisaduck.comGrab your ChatGPT Freebie hereExplore Lisa's ToolkitsFind Susan on social: Facebook | Instagram | YouTube | susanlarimer.comGrab your 5-Step Customer Care Cheat Sheet hereExplore Susan's ToolkitsDisclaimer: While we strive to provide valuable recommendations and insights, the opinions expressed in this podcast are those of the host and guests. We encourage you to conduct your own research before using any mentioned tools or services to ensure they align with your personal needs. Thank you for being part of The Other 99%!

Click here to sign up for a new platform that helps law firms use subscription billing.Here are the top 5 takeaways from this episode:* Integrating Wellness and Law: Shannon Villalba combines her background in the arts, holistic wellness, and law to create a unique legal practice. She uses tools like meditation, energy work, and her Heartsong Chara Framework to help clients understand legal concepts and build their businesses in a more balanced, holistic way.* Moving Away from the Billable Hour: Both Shannon and Mathew advocate for flat fee and subscription-based legal services. This model provides clients with predictable, transparent pricing, reduces stress for both clients and attorneys, and encourages more open communication and collaboration.* Leveraging Technology for Efficiency: Shannon runs a virtual law firm and uses a lean tech stack (including MyCase, ClickUp, Zapier, Google Suite, AI tools like ChatGPT and Perplexity, Canva, and more) to streamline operations, improve client service, and stay competitive. She encourages experimentation and play with new tech to discover what works best.* Empowering Clients and Building Relationships: The subscription model allows attorneys to become true partners and guides for their clients, rather than just service providers. This approach fosters deeper relationships, more comprehensive issue spotting, and empowers clients through education and ongoing support.* Women and Underrepresented Attorneys as Innovators: The flexibility of virtual, tech-enabled, and alternative fee law practices is especially attractive to women and underrepresented attorneys. It allows for better work-life balance, the ability to serve clients authentically, and the freedom to innovate outside the constraints of traditional law firm models.__________________________Learn more about Heartsong Legal.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Here's a link to purchase lifetime access to the recordings of My Shingle's AI Teach-In if you couldn't make it live.I've partnered with Pii to make it easy for you to purchase the hardware I use in my law firm: (1) Studio Setup; (2) Midrange Setup; (3) Highrange Setup.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

In this episode, I sat down with Lisa Horner, Chief Marketing Officer at AppFolio - LIVE at the AppFolio FUTURE Conference. We talked about what's actually working in property management marketing today, digging into AI hype vs. real impact, why understanding your customer beats clever tactics, and how to market without sounding like… well, a marketer.Lisa shares how AppFolio stays close to operators (literally - engineers on the tradeshow floor), why branding starts with asking “who are we?” and “what do we care about?”, and how the best marketing campaigns begin with deep empathy and strategic constraints.We also touch on leadership transitions, the role of experimentation, and how business owners can prepare for AI-powered change (without panicking).We discuss:(00:00:00) - Intro(00:01:44) - AI in Property Management(00:06:03) - Marketing Strategies in the AI Era(00:09:17) - Understanding Customer Needs(00:16:31) - Sponsor - PropertyManagement.com(00:20:53) - Leadership and Management Insights(00:30:41) - Reflecting on Personal Beliefs and Values(00:30:53) - The Fear of Defining Your Brand(00:31:33) - Strategic Planning and Constraints(00:32:16) - The Importance of Targeted Marketing(00:33:00) - Sponsor - RentEngine(00:34:54) - The Impact of AI on SEO and Digital Marketing(00:37:47) - Embracing Experimentation in Marketing(00:40:23) - Understanding Your Customer Base(00:46:45) - Balancing Inbound and Outbound Marketing(00:49:15) - Leveraging Technology for Business Growth(00:55:34) - The Role of Marketing Beyond Lead Generation(00:57:21) - Conclusion and Final ThoughtsLearn more and connect with Lisa here: Lisa on LinkedInAppFolioLearn more & connect with me here:⁠⁠⁠Crane⁠⁠⁠, the private community for property management business owners.⁠⁠⁠My Free PM Newsletter⁠⁠⁠⁠⁠⁠RL Property Management⁠⁠⁠ 

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.

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.

Running a dental practice means balancing patient care with the demands of business—and sometimes the systems and workflows behind the scenes just don't keep up. In this episode of the Growing Your Dental Business Podcast, host Jacquelyn Hurley sits down with Sadie Stewart, President of Office Swell, to talk about how practices can overcome bottlenecks, adopt the right technology, and build confidence in their systems.With extensive experience in both clinical and business operations, Sadie helps dental teams identify their core values, streamline their workflows, and implement customized solutions that improve patient care and profitability. From automating insurance verification to embracing AI and digital tools, Sadie shares practical strategies to help teams simplify their processes and stay ahead of industry changes.What you'll learn in this episode: The most common workflow issues Sadies sees in dental practices - and how to fix them Why insurance verification is often the biggest bottleneck - and what to do about itHow practices can benefit from embracing automation and all-in-one platformsA real-world success story of a practice that transitioned from paper-based to fully digital systemsWhy continuing education and team training are critical for long-term successHow consultants like Sadie evaluate new technology and help practices make smart investments Connect with Sadie StewartWant to learn more about how Sadie can help your practice or connect with her for consulting? You can find her at OfficeSwell.com, and @dexus.sadie.stewart on Instagram. Sadie is always happy to be a resource and share her insights on technology solutions, workflow efficiency, and team empowerment.Brought to You by eAssist Dental SolutionsEven the best workflows can break down if billing and collections aren't running smoothly. That's where eAssist Dental Solutions comes in. Ready to simplify your billing and strengthen your revenue cycle? Visit dentalbilling.com to learn how eAssist can partner with you.Confidence comes from having the right support - and the right solutions. Tune in to this episode and discover how to optimize your workflows, embrace technology, and guide your practice toward long-term success.

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 ...

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  

“We need to balance efficiency and humanity.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen chats with Amy Cromwell to discuss the critical role of communication in orthodontic practices, emphasizing the evolution of communication methods, the importance of adapting to different generations, and leveraging technology for better patient interactions. They explore the significance of first impressions, the use of analytics to improve communication, and the necessity of training and coaching for staff. The discussion also touches on the balance between efficiency and humanity in communication, the role of AI, and the importance of creating a positive patient experience through effective communication strategies. Connect With Our Guest Jill Allen & Associates - https://www.practiceresults.com/ Takeaways Communication is essential in orthodontic practices.Different generations require different communication styles.Technology has transformed communication methods.First impressions can significantly impact patient experience.Handling communication breakdowns is crucial for patient satisfaction.Analytics can help identify communication gaps.Training and coaching are vital for effective communication.AI can enhance communication but should not replace human interaction.Celebrating progress in communication is important for team morale.Understanding the patient's perspective is key to effective communication.Chapters 00:00 Introduction03:24 Evolution of Communication in Orthodontics05:43 Generational Communication Differences07:08 Effective Communication Techniques08:56 Importance of Positive Communication12:00 Leveraging Technology for Better Communication20:03 New Patient Call Strategies27:15 Analyzing Communication Analytics29:27 The Importance of Technology in Communication33:07 Celebrating Progress and Building Trust35:36 Coaching and Training Programs38:07 Balancing AI and Human Touch41:18 Communication Training and Coaching Packages48:24 Final ThoughtsEpisode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   

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.

In this episode of The Other 99%, host Lisa Duck and co-host Susan Larimer welcome Amary Doremus, a long time direct seller and top Leader who shares her journey through the world of direct sales, her experiences with TikTok, and the importance of consistency and systems in building a successful business. Amary discusses her fears of using TikTok, how she overcame them, and the strategies she implemented to create engaging content that resonates with her audience. She emphasizes the significance of capturing leads effectively and the impact of going viral on her business. The conversation wraps up with valuable advice for direct sellers, encouraging them to show up authentically and focus on helping others.Takeaways:TikTok can be a powerful platform for business.Creating engaging content is key to success.Consistency in posting leads to better results.Systems help capture and manage leads effectively.Don't compare your business to others; focus on your strengths.Memorable Quotes: “I have had 80 women start a permanent jewelry business in the last six months. Insane, y'all, insane.” — Amary Doremus“If you play around with your business, your business is going to give you money to play around with. But if you give your business everything you have, your business can give you everything you ever wanted.” — Amary Doremus, sharing a favourite conference quote“Just share and show up. That's the biggest thing, just do it.” — Amary DoremusChapters:00:00 Introduction to Amary Doremus06:33 Embracing TikTok for Business Growth12:34 The Power of Viral Videos18:40 Success Stories and Future Aspirations25:36 Empowering Women in Business37:05 Leveraging Technology for Business Growth44:36 Commitment to Success48:47 Introduction and Gratitude49:16 Engagement and Community Building#DirectSales #viralTikTok #BusinessGrowth #TheOther99%Podcast Thank you for tuning in to The Other 99%. If you enjoyed this episode, please take a moment to rate and review the podcast—it helps us reach more listeners like you! Don't forget to share this episode with your network and help spread the word.Subscribe now to never miss an episode and stay inspired in your direct sales journey!Plus be sure to follow The Other 99% Podcast on YouTubeFind Amary on social: Facebook | Instagram | TikTok | amarydoremus.comInterested in being a guest? Share your story hereFind Lisa on social: Facebook | Instagram | YouTube | lisaduck.comGrab your ChatGPT Freebie hereExplore Lisa's ToolkitsFind Susan on social: Facebook | Instagram | YouTube | susanlarimer.comGrab your 5-Step Customer Care Cheat Sheet hereExplore Susan's ToolkitsDisclaimer: While we strive to provide valuable recommendations and insights, the opinions expressed in this podcast are those of the host and guests. We encourage you to conduct your own research before using any mentioned tools or services to ensure they align with your personal needs. Thank you for being part of The Other 99%!

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

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!

On this episode of Kaya Cast, host Tommy Truong sits down with Noel Burkman, co-founder of StrainBrain, to explore how AI and advanced data science are reshaping cannabis retail. Noel explains StrainBrain's meta-analytic approach - combining COAs, consumer sentiment, regional preferences, and product data - to move beyond generic marketing toward personalized, needs-based recommendations. Learn how their four foundational questions - how do you want to feel, how you want to consume, how strong do you want it, and what problem are you solving - help budtenders normalize education, build trust, and guide shoppers to the right product. They discuss segmentation strategies that target the growth opportunities of health-minded, 45+ consumers as well as wellness outcomes like better sleep, focus, and pain relief, and how to expand a dispensary's reach without relying on price cuts. The conversation covers practical deployment - easy website or kiosk integrations, loyalty program tie-ins, and a closed-loop feedback loop to continually refine messaging and offers. They also contrast cannabis and hemp marketing, explain how StrainBrain plans to scale its data-driven engagement, and share actionable ideas for dispensaries to boost frequency, wallet share, and loyalty through a more personal, wellness-focused shopping experience.With a background in finance and marketing, Noel has a unique understanding of the business side of the cannabis industry. He has helped numerous companies navigate the complex legal and financial landscape of the industry, allowing them to achieve success and sustainable growth.As a thought leader in the cannabis space, Noel is a sought-after speaker and has been featured in various industry events and publications. He is also the host of the popular podcast, "Cannabis Conversations," where he interviews top professionals and entrepreneurs in the cannabis industry.In addition to his work with Green Leaf Consulting, Noel is also a passionate advocate for cannabis legalization and education. He is a member of several cannabis advocacy groups and regularly volunteers his time to educate the public about the benefits of cannabis.Noel's extensive knowledge and experience in the cannabis industry make him a valuable guest on any cannabis business podcast. He is dedicated to helping businesses thrive in this rapidly growing and ever-changing industry, and his insights and expertise are sure to provide valuable insights for listeners.Find out more about StrainBrain at:https://www.strainbra.in/https://www.linkedin.com/in/noelburkman/https://www.linkedin.com/company/strainbrain/ 00:00 Introduction to Kaya Cast00:11 Journey into Cannabis Tech01:19 Consumer Education in Cannabis02:56 Targeting Health and Wellness04:24 Segmentation and Marketing Strategies06:28 Challenges in Dispensary Operations08:15 StrainBrain: Enhancing Customer Experience11:33 Future of Cannabis Marketing17:56 Data-Driven Product Development22:05 Understanding Regional Preferences in Retail22:49 Strategies for Increasing Retail Sales23:50 Creating Awareness and Marketing Creativity26:43 Leveraging Technology for Customer Engagement29:56 Implementing AI in Retail Environments34:41 Enhancing Customer Experience and Loyalty41:06 Conclusion and Contact Information #kayacast #cannabis #tips #dispensaries #business #podcastcannabis retail technology, AI in cannabis, StrainBrain, cannabis data analytics, dispensary software, cannabis personalization, predictive retail analytics, cannabis machine learning, budtender education tools, cannabis business strategy, dispensary marketing, cannabis loyalty programs, cannabis consumer insights, cannabis segmentation, cannabis for wellness, cannabis for sleep, cannabis for pain relief, cannabis for focus, cannabis product recommendations, terpene data, cannabis COAs, cannabis sentiment analysis, cannabis marketing automation, dispensary innovation, data-driven cannabis, cannabis consulting, cannabis entrepreneurship, cannabis industry trends, AI-powered dispensary, cannabis retail operations, cannabis product discovery, dispensary customer engagement, cannabis brand loyalty, cannabis technology startups, cannabis predictive modeling, cannabis recommendation engine, dispensary optimization, cannabis growth strategy, cannabis market intelligence, cannabis product differentiation, wellness cannabis products, cannabis e-commerce integration, AI for retail, cannabis CRM systems, data science in cannabis, cannabis education, cannabis brand trust, cannabis user experience, cannabis innovation podcast, dispensary management tools, consumer-driven cannabis retail, personalized cannabis shopping

In this episode of

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

In this episode of the Revenue Builders Podcast, our hosts John Kaplan and John McMahon dive into the intricacies of sales compensation plans with special guest Jose Fernandez, co-founder of Easy Comp. The discussion covers the primary purpose of sales compensation plans, the impact of incentives on sales behavior, and various strategies for aligning sales incentives with company goals. Jose shares examples from his experience at MongoDB, Intap, and Google, highlighting how tailored compensation plans can drive desired behaviors and increase sales productivity. The episode also touches on the challenges of transitioning to consumption-based models and the importance of clear, motivational, and actionable compensation plans for sales teams.ADDITIONAL RESOURCESConnect with Jose Fernandez.LinkedIn: https://www.linkedin.com/in/joseluisfernandez/Learn more about EasyComp: https://www.easycomp.ai/Read the Guide on Six Critical Priorities for Revenue Leadership in 2026: https://hubs.li/Q03JN74V0Read the Guide on Winning Government Contracts: https://bit.ly/3UYAOvOEnjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:44] Understanding Sales Compensation Plans[00:01:59] Driving Sales Behavior with Compensation[00:06:43] Aligning Compensation with Company Strategy[00:08:50] Simplifying Compensation Plans[00:12:19] Planning and Implementing Effective Compensation Plans[00:20:31] Leveraging Technology in Compensation Planning[00:27:01] Incentivizing Overachievers and Managing Churn[00:32:42] Understanding Sales Performance Metrics[00:33:49] The Debate on Sales Compensation Caps[00:35:30] Challenges with Sales Compensation Plans[00:36:46] Coaching Technical Founders on Sales[00:38:07] Celebrating Big Wins in Sales[00:45:32] The Role of Technology in Sales Compensation[00:49:01] The Shift to Consumption-Based Models[01:00:16] The Importance of Collaboration in Sales[01:01:26] Introducing EZ Comp and Its MissionHIGHLIGHT QUOTES[00:02:04] "Incentives drive behavior, and it does it in a very strong way."[00:03:09] "The first place they're going to go to figure out what they're supposed to do is their compensation letter."[00:05:14] "Simplicity is key. If they have to write it down, it's never gonna work."[00:06:36] "The number one way to lose sellers: comp plans that don't represent things I have control over."[00:31:05] "Any good sales rep, really the top-notch salespeople, are not going to your company if you have a cap in the sales plan."[00:34:41] "If they're not getting value, they're turning it off. That's number one in consumption."[01:06:53] "AI is gonna unleash wave after wave of business transformation, and we want to be part of those waves." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Unlocking Real Estate Success: Leveraging AI with Jay KinderCheck out the full video replay here: https://youtu.be/CKSU1Aj9oPEReady to partner with us? Check this out and let's chat: http://BuildWithJosh.com Join us for an inspiring session with special guest Jay Kinder as we delve into leveraging AI to convert real estate leads. Jay shares actionable strategies to utilize AI tools, like ChatGPT, to streamline lead conversion and improve marketing efforts in the real estate industry. We'll revisit insights from a previous mastermind session where Jay discussed becoming the top agent in your niche and scaling your business. Learn about highly effective lead generation, branding, content creation, and coaching, all supported by Jay's successful team at eXp Realty. Don't miss this opportunity to understand how to tackle the biggest challenges in real estate marketing and grow your business effectively. Tune in for a wealth of knowledge and practical advice!Timestamps: 00:00 Introduction and Guest Announcement00:24 Recap of Previous Mastermind Session01:22 Navigating the Free Community Resources02:14 Jay Kinder Joins the Conversation03:59 Jay's Background and Achievements05:07 Building a Scalable Real Estate Business06:16 Leveraging AI for Lead Conversion10:15 Understanding Customer Acquisition Costs18:45 Case Study: Juan Carlos' Success Story25:15 The Importance of Content and Branding28:00 Partnering with EXP for Success29:00 The Motivation Behind the Model29:27 The Power of a Strong Team30:04 Recruiting and Onboarding Process30:34 Overcoming Common Hurdles31:12 The Value of the Model36:55 The Importance of Being Coachable40:22 Leveraging Technology for Success48:06 The Impact of Open-Mindedness53:07 Final Thoughts and Call to Action

In this episode of Ask The Expert, James Hatfield of LiveSwitch shares how restoration companies can overcome operational challenges, improve quoting and dispatch and grow their business using simple, effective technology. Learn about key lessons from his experience in field services and leadership.

Want to start your own podcast? Watch my free webinar Podcast Success Secrets to learn how to start, grow, and monetize your own podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.podcastsuccesssecrets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Welcome to the optYOUmize Podcast where we help entrepreneurs build the business AND life of their dreams. Get tips, tactics, stories, and inspiration from interviews with business and personal development experts and lessons from my own successes and failures so you can make more, work less, and live better. You don't have to go it alone--we're here to support and motivate you, and encourage you to keep going until you reach your goals. Follow optYOUmize Podcast with Brett Ingram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Summary Brett Ingram discusses effective time management strategies for entrepreneurs, emphasizing the importance of prioritization, automation, and delegation. He outlines a series of questions that help entrepreneurs assess their time allocation, identify necessary activities for business growth, and leverage technology to streamline processes. The discussion highlights the need for continuous reassessment to maintain efficiency and reduce overwhelm in the entrepreneurial journey. Chapters 00:00 Introduction to Entrepreneurial Time Management 02:51 Identifying Time Allocation and Prioritization 05:41 Assessing Necessary Activities for Business Growth 08:54 Maximizing Time: What to Do More or Less Of 11:43 Evaluating Higher Impact Activities 14:23 Leveraging Technology for Automation 17:36 Outsourcing and Delegation Strategies 20:24 Continuous Improvement and Reassessment #time-management #productivity #outsourcing #automation #personaldevelopment #entrepreneurship #optyoumize #brettingram #entrepreneurpodcast #podmatch Learn more about your ad choices. Visit megaphone.fm/adchoices

Krysta Jones, founder of The High Country Girls and leader of The Highly Connected, shares the real-world playbook for building cannabis brands that endure. From her organic start in Colorado to expanding across the U.S., Krysta explains how authentic community and a sharp focus on niche can beat broad, hype-driven marketing. Learn how to cultivate a tribe of rabid fans, leverage events and grassroots strategies, and build a personal brand that delivers a consistent customer experience. The conversation covers participation over pursuit, running events with intentional follow-through, and measuring success through data, CRM, and post-event engagement. Krysta breaks down the unit economics of events, budgeting guidance (a starting point of five to ten thousand dollars monthly in marketing), and how to scale without diluting impact. She also explains how she collaborates with mom-and-pop brands, public companies, and investors, and how The Highly Connected helps pair the right partners for long-term value. If you're a cannabis brand, retailer, or marketer aiming to grow sustainably, this episode offers a practical framework for community-building, profitable partnerships, and lasting growth.Thanks to your support, we've been nominated for the Emjays for Content Creator of the Year! Vote for Tommy Truong here: https://a.cstmapp.com/promotions/participate/1000967/287542 Find out more about THC Girls & The Highly Connected at:https://www.thehighcountrygirls.com/https://www.linkedin.com/in/krysta-jones-860b50132/https://www.linkedin.com/company/thc-girls/ 00:00 Introduction and Welcome00:09 Building Brands and Community00:37 Effective Marketing Strategies02:50 Starting a Brand in Today's World05:13 Importance of Personal Branding05:35 Challenges in the Cannabis Industry06:39 Participation and Support in Business08:33 Understanding and Developing Your Brand11:50 Working with Different Business Stages14:19 The Organic Growth of THC Girls19:39 Expanding to New Markets22:40 Event Hosting and Follow-Through24:57 Effective Networking Strategies25:38 Unit Economics of Hosting an Event26:09 Budgeting for Marketing Success28:39 Building Long-Term Partnerships34:29 Event Follow-Up Strategies41:21 Leveraging Technology for Event Success44:59 Conclusion and Final Thoughts #kayacast #cannabis #tips #dispensaries #business #podcast

 Ted speaks with Tyson Slater of New West Building Company. They discuss the intricacies of building luxury homes in Jackson Hole, the challenges posed by the local environment, and the importance of clear communication with clients. He shares insights on the evolution of his company, the impact of technology on construction, and the significance of setting expectations to ensure a smooth building process. Tyson emphasizes the need for trust and collaboration between builders and clients, highlighting the unique demands of high-end construction in mountain towns.TOPICS DISCUSSED01:05 Introduction and Background02:30 Life in Jackson and the Appeal of the Mountains06:15 New West Builders: Projects and Challenges08:45 Weather Challenges in Construction10:45 Client Expectations and Project Management13:40 Unique Client Requests and Building Innovations16:35 The Evolution of New West Builders20:50 Expanding into New Markets23:15 Maintaining Quality and Client Relationships26:25 Understanding Client Expectations29:40 The Importance of Planning in Construction31:15 Building Relationships with Trade Partners35:55 Evolving Client Demands in Construction37:55 Leveraging Technology in Construction41:45 Client Experience on Site46:15  Setting Expectations for a Smooth Process CONNECT WITH GUESTTyson SlaterWebsiteLinkedInInstagramKEY QUOTES FROM EPISODE"We are not everyone's builder.""The design is intentional."“Most of it will scare you.”

Top 5 Takeaways from my interview with Mike Payne of Boss Advisors:1. Embracing Alternative Business Structures (ABS):Mike Payne was an early adopter of Arizona's Alternative Business Structure for law firms, allowing him to merge his law and accounting practices. This move reduced administrative burdens, enabled non-lawyer ownership, and positioned his firm as a pioneer, paving the way for larger firms to follow.2. Subscription and Flat Fee Model Over Hourly Billing:Mike's firm operates almost entirely on flat fees or subscriptions, avoiding hourly billing. He started by spreading tax prep fees over 12 months and added value through consulting, eventually formalizing subscription offerings across five practice areas, including legal services.3. Client-Centric, Tiered Service Packages:Instead of letting clients choose from generic service tiers, Mike's firm categorizes clients based on their business profile (e.g., investor, startup, owner-operator, enterprise) and recommends the appropriate package. This approach streamlines pricing, reduces custom quotes, and ensures clients get what they need.4. Data-Driven, Transparent Pricing:Mike uses a detailed, analytical process to set fixed fees—calculating internal costs, adding a target profit margin, and comparing to market rates. If a service isn't profitable or competitive, he won't offer it. This transparency extends to publishing pricing and typical client profiles on his website.5. Leveraging Technology and Remote Work:Mike prioritizes cloud-based, integrated tech tools for both legal and accounting work, enabling a hybrid and remote team. He's open to AI and automation for efficiency but is cautious about client data security. Tools like WealthCounsel, Clio Grow, Carbon, and Ignition are central to his operations.__________________________Learn more about BOSS Advisors.Want to maximize your law firm? Get your ticket to MaxLawCon!Here's a link to purchase lifetime access to the recordings of My Shingle's AI Teach-In if you couldn't make it live.I've partnered with Pii to make it easy for you to purchase the hardware I use in my law firm: (1) Studio Setup; (2) Midrange Setup; (3) Highrange Setup.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

Recorded live from the Southern Family Farmers and Food Systems Conference at Texas State University, the Soil Sisters interview Jessi Roesch, founder and CEO of Downland. The discussion focuses on the importance of farm succession planning and the challenges faced by both retiring and aspiring young farmers. Jessi explains Downland's mission to facilitate the smooth transition of farmland ownership through a three-part solution: preparing successors, finding suitable matches, and ensuring legally sound transactions. They delve into the human and emotional aspects of succession planning, emphasizing the need for values alignment, comprehensive financial planning, and innovative tools to ease the process. Jessi Roesch, founder and CEO of Downland, helps farmers and landowners pass down their land to the next generation. Building the financial, legal and workforce infrastructure to support families across the great wealth transfer as $24 trillion in farmland assets and $225 billion of our food production is in transition.FB: @downland  |  IG: @go.downland  |  Website: GoDownland.com - From the website, aspiring young farmers can join the Downland waitlist. And retiring farmers can call or text to start their succession planning conversation.Time Stamps:00:00 Welcome to the Soil Sisters Podcast00:31 Introducing Jessi Roesch, founder & CEO of Downland01:00 Challenges in Succession Planning02:15 The Importance of Values in Farming04:03 Navigating Difficult Conversations13:25 Financial and Legal Pitfalls19:24 Leveraging Technology for Better Planning21:58 The Value of Community in Farming22:34 Creating Tools for Farmers22:57 Affirmation and Support for Farmers23:32 Regenerative Farming and Living24:29 Downland's Role in Succession Planning25:02 Steps for Young Farmers to Get Started26:04 Connecting Farmers26:38 Building Legal and Financial Tools for Farmers29:42 Supporting Aspiring Farmers37:42 Creative Financial Solutions for Land Transition42:24 Downland's Vision and Future Plans

Get expert advice on the latest ecommerce shipping trends and how brands need to plan ahead to ensure a consistent quality of customer service.Shipping remains a critical challenge. With fluctuating tariffs, evolving customer expectations, and geopolitical tensions, ecommerce teams face mounting pressure to deliver consistent, high-quality service. The complexity of global supply chains, coupled with regional variations in shipping regulations, further complicates the process.To build resilience, ecommerce teams must diversify their carrier networks. By leveraging regional carriers, businesses can mitigate risks associated with reliance on a single provider. Additionally, transparency in shipping costs and delivery times is crucial. Providing customers with clear expectations helps maintain trust and satisfaction.Investing in technology that integrates seamlessly with existing systems can streamline operations and enhance flexibility. By adopting a proactive approach to inventory management and exploring alternative shipping routes, ecommerce teams can better navigate disruptions and ensure a seamless customer experience.Ultimately, resilience in shipping strategies is key to thriving in the ever-changing global market.Key discussion points:Fluctuating Tariffs and Geopolitical Tensions: impact on shipping costs and regulations.Evolving Customer Expectations: demand for faster, transparent delivery options.Complex Global Supply Chains: challenges with regional shipping regulations and logistics.Diversifying Carrier Networks: mitigating risks by using regional carriers.Transparency in Shipping Costs and Delivery Times: building customer trust and satisfaction.Technology Integration: streamlining operations and enhancing flexibility.Proactive Inventory Management: preparing for disruptions and ensuring availability.Exploring Alternative Shipping Routes: adapting to changes and maintaining service quality.Chapters:[00:30 - 03:30] Introduction to Shipping Challenges[03:00 - 09:00] Impact of Tariffs and Regulations[09:00 - 12:00] Customer Expectations and Market Trends[12:00 - 18:00] Diversifying Carrier Networks[18:00 - 22:00] Importance of Transparency[22:00 - 30:00] Leveraging Technology for Flexibility[30:00 - 36:30] Proactive Inventory Management[36:30 - 45:00] Exploring Alternative Routes[45:00 - 50:00] Conclusion and Future Outlook

 Summary In this episode of the Be a Smarter Homeowner podcast, Elizabeth Dodson and John Bodrozic discuss the complexities of homeownership and how HomeZada serves as a comprehensive platform to manage various aspects of home management. They explore the interconnectedness of home inventory, maintenance, financial insights, and the limitations of using separate apps. The conversation also highlights the role of AI in providing tailored advice for homeowners and the concept of a digital twin for better home management.  Takeaways The house is a complex entity made up of various components. HomeZada addresses the complexity of home management in one platform. Home inventory is crucial for insurance and maintenance purposes. Maintenance tasks should be tracked to prevent costly repairs. Financial insights are essential for making informed decisions about home investments. Using separate apps complicates home management and decision-making. AI can provide personalized advice for homeowners based on their specific needs. A digital twin of your home can enhance management and decision-making. HomeZada allows for easy access to all home-related data in one place. The platform is designed to anticipate homeowners' needs and frustrations.   Sound bites "The house is a complex entity." "Everything is in one place." "HomeZada does that as well."   Chapters  00:00 Understanding Home Complexity 03:04 The Role of Homsata in Home Management 05:59 The Journey of Home Ownership 08:58 The Importance of a Holistic View 11:45 Challenges of Disparate Systems 14:55 The Value of Integrated Solutions 20:56 The Complexity of Home Management 27:31 Leveraging Technology for Homeowners 33:20 The Concept of a Digital Twin 35:03 Creating an All-in-One Platform

In this episode of Elevate Care, host Liz Cunningham sits down with Patrick Hemstreet, Senior Director of Strategy at AMN Healthcare, to tackle the pressing issue of the physician shortage crisis. Together, they explore the evolving role of locum tenens in healthcare staffing, the impact of workforce technology and VMS systems, and how advancements in AI and automation are reshaping the industry. From the challenges of credentialing to the opportunities for younger physicians, this episode dives deep into the strategies and innovations needed to address the growing demand for healthcare professionals.Chapters00:00 - Understanding the Physician Shortage Crisis02:56 - The Role of Locum Tenens in Healthcare Staffing05:51 - Workforce Technology and VMS in Healthcare09:03 - The Future of Locum Tenens and Physician Staffing11:55 - Leveraging Technology for Efficient Staffing14:45 - Navigating Challenges in Locum Tenens Management17:51 - The Impact of AI and Data on Healthcare Staffing20:50 - Trends and Innovations in Physician ShortagesResourcesChoosing a Flexible Workforce Technology for Your OrganizationRevolutionize Your Locums Staffing with ShiftWise Flex About Patrick HemstreetPatrick Hemstreet is a distinguished healthcare executive with over 20 years of leadership experience, currently serving as Senior Director of Strategy at AMN Healthcare, a leader in innovative talent solutions for healthcare organizations. Patrick is known for his technology expertise. Patrick has driven innovations around cutting-edge solutions, including AI applications, Vendor Management Systems (VMS), and workforce optimization platforms. He leads multiple market intelligence programs at  AMN.  Patrick has held various positions as a healthcare executive including Chief Strategy Officer and President.  Patrick was involved in the envisioning and building of early gen healthcare SaaS platforms that provided telehealth, EHR, and billing throughput functionalities. Patrick holds an MBA from Texas Tech University, multiple healthcare certifications (including the certification in intraoperative neurophysiologic monitoring), and is a published sci-fi author and former U.S. Navy member. Sponsors: Learn how AMN Healthcare's workforce flexibility technology helps health systems cut costs and improve efficiency. Click here to explore the case study and discover smarter ways to manage your resources!Discover how WorkWise is redefining workforce management for healthcare. Visit workwise.amnhealthcare.com to learn more.About The Show: Elevate Care delves into the latest trends, thinking, and best practices shaping the landscape of healthcare. From total talent management to solutions and strategies to expand the reach of care, we discuss methods to enable high quality, flexible workforce and care delivery. We will discuss the latest advancements in technology, the impact of emerging models and settings, physical and virtual, and address strategies to identify and obtain an optimal workforce mix. Tune in to gain valuable insights from thought leaders focused on improving healthcare quality, workforce well-being, and patient outcomes. Learn more about the show here. Connect with Our Hosts:Kerry on LinkedInNishan on LinkedInLiz on LinkedIn Find Us On:WebsiteYouTubeSpotifyAppleInstagramLinkedInXFacebook Powered by AMN Healthcare

Jeff Bemis runs 1031 Specialists. 1031 Specialists help real estate owners swap one investment property for another to defer taxes and grow rich.Summary of the PodcastIntroduction to 1031 SpecialistsJeff Bemis, co-founder of 1031 Specialists, is introduced. 1031 Specialists helps real estate investors in the United States leverage a tax code section called 1031 to defer capital gains taxes when selling and reinvesting in investment properties.Overview of 1031 ExchangesJeff explains how 1031 exchanges work - if an investor sells an investment property and reinvests the proceeds into a new investment property, they can defer paying capital gains taxes. This provides a unique tax advantage compared to other financial assets like stocks. The 1031 code has existed for over 100 years and is widely used by real estate investors.Benefits and Rationale of 1031 ExchangesThe 1031 code was originally intended to encourage the productive use of farmland by allowing farmers to defer taxes when expanding or relocating. Over time, it has expanded to incentivize real estate investment and development in underserved areas. The deferred taxes must eventually be paid, but the ability to build wealth through tax-deferred reinvestment is a major benefit.Comparison to UK Tax RulesKevin compares the 1031 exchange rules in the US to the capital gains tax rollover relief in the UK, noting that the US has a much higher estate tax exemption limit compared to the UK, making 1031 exchanges even more advantageous for building generational wealth.1031 Specialists' Business Model1031 Specialists' core business is acting as a qualified intermediary to facilitate 1031 exchanges, safeguarding client funds and ensuring transactions comply with IRS rules. They have built a team with deep expertise in real estate and 1031 exchanges to provide efficient service to clients.Competitive Landscape and Growth OpportunitiesJeff notes that while there is competition, 1031 Specialists has become one of the larger players in their niche. They see significant white space in the market, as many individual real estate investors are unaware of or underutilize 1031 exchanges. Educating this market is a key focus for their growth.Leveraging Technology and AI1031 Specialists has built their own AI tool to provide automated answers to common 1031 exchange questions, recognizing that while AI can be helpful, the real estate industry tends to be a late adopter of new technologies. They are focused on using technology to improve internal efficiency and client experience.The Next 100 Days Podcast Co-HostsGraham ArrowsmithGraham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that you can talk to, that increase engagement, dwell time, leads and conversions. Now, Graham is offering a Generative Engine Optimisation Website Auditor that gets you ready to be found by LLM search.Kevin ApplebyKevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find...

How I Successfully Secured 1 NEW Listing (100% Virtually) in 48 Hours!Watch the full video replay here: https://youtu.be/ZxAI4hFeiu0Join me as I share my step-by-step process to secure a virtual listing for a property. From initial cold contact to signing the listing agreement, I detail the strategies and technology used to achieve 100% virtual success. Plus, learn about future topics like finding cash buyers, using Zapier to automate processes, and building seller pipelines with Thanks.io. Tune in for a deep dive into practical real estate advice, a Q&A session, and insights into staying proactive in the market!http://BuildWithJosh.comJosh Schoenly Realtor®eXp Realty, LLCjosh@growwithjosh.comDirect Line: (717) 571-0456Office - 888-397-7352 x1034Timestamps:00:00 Introduction and Overview01:47 Housekeeping and Upcoming Sessions04:33 Effective Marketing Strategies12:08 Virtual Listing Case Study19:35 Building and Managing Outreach Lists34:26 Client Follow-Up and Video Proposals35:28 Using Loom for Document Explanations35:50 Adapting to Client Preferences36:54 Creating PDF Proposals with AI39:08 Leveraging Technology for Listings39:43 Cold Outreach Strategies47:49 Handling FSBO Sellers52:31 Negotiation Tactics and Risk Reversal01:07:32 Final Thoughts and Upcoming Topics

Former Hollywood executive Aaron Harper offers a fascinating glimpse into his journey from the glamorous world of entertainment to becoming a powerhouse in the franchise industry with Rolling Suds. Aaron's success story is a testament to the transformative power of franchising, where the blend of established systems and robust support can turn a business dream into reality without the usual risks of starting from scratch. We break down the financial intricacies of franchising, comparing various models and offering rich resources for those eager to explore this entrepreneurial path.   Our discussion shifts to the strategic requirements for thriving in the franchise world, focusing on a unique home service franchise model that prioritizes ambitious, growth-driven franchisees. Aaron shares insights on the critical role of setting clear growth commitments and building a strong operational team from the outset. This approach not only fosters substantial business growth but also ensures a smooth transition when the time comes to exit, thanks to a well-structured resale program. The emphasis here is on finding franchisees who are not just business owners but passionate leaders ready to scale new heights.   Exploring the mistakes commonly made in franchise ownership, Aaron candidly addresses the pitfalls of absentee management and the importance of active involvement. He advocates for a balanced approach between technology and personal touch, offering a roadmap for aspiring franchisees to navigate the complexities of the industry. From leveraging AI for enhanced operations to innovative strategies like entrepreneurship through acquisition, this episode is packed with actionable insights for anyone looking to make their mark in the franchise sector. Don't miss our discussion on building a billion-dollar legacy with Rolling Suds and transforming the power washing industry.   CHAPTERS    (00:00) - Franchising (07:16) - Requirements for Successful Franchise Ownership (20:47) - Avoid Common Franchise Ownership Mistakes (32:34) - Franchising and Entrepreneurship Through Acquisition (39:54) - Franchise Development and Growth Strategies (54:09) - Leveraging Technology for Franchise Success (58:53) - Podcast Promotion and Engagement  

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    

In this episode, Dirk explores how leveraging technology is essential for business growth. He shares practical ways technology can help your inspection business grow smarter and faster. Whether you're just starting or scaling up, you'll gain insights to modernize and strengthen your company.

Title: How to Stay Compliant While Raising Millions with Bronson Hill Summary: In this episode of the Mailbox Money Show, host Bronson Hill interviews Seth Bradley, an accomplished attorney and entrepreneur known for his efforts in passive and active investing. The discussion revolves around the significant shifts in the real estate market post-COVID-19, including rising interest rates and the challenges passive investors face with underperforming deals. Seth shares his experiences with multifamily investments and the importance of selecting the right financial structures, highlighting how his focus on fixed-rate loans has insulated his deals from the volatility that adjustable-rate loans often endure.   As they explore other investment avenues, Seth discusses their ventures into various businesses, including gyms, e-commerce, and oil and gas projects. Both entrepreneurs illustrate how innovation and technology, particularly artificial intelligence, can significantly improve investment decision-making and operational efficiency. Their combined expertise offers valuable insights into the world of multifamily syndications, risk management, and leveraging technology for investment insights. The episode concludes with Seth's perspectives on effective communication between investors and sponsors and the importance of due diligence documents in passive investing. Links to listen and subscribe: https://podcasts.apple.com/us/podcast/seth-bradley-what-can-i-do-if-a-deal-goes-bad/id1580397502?i=1000698697087 https://open.spotify.com/episode/4pogVHik6rHwh0k5yFLs1U Links to watch and subscribe: https://www.youtube.com/watch?v=2xrvBhGtS5w&t=396s Bullet Point Highlights: Diverse Entrepreneurial Background: Seth Bradley is not only an attorney but also a successful entrepreneur with experience in gyms and startups, adding depth to the authenticity of his investment strategies. Impact of Rising Interest Rates: The podcast discusses how increasing interest rates have shifted the landscape of real estate investments, influencing cash flow and project viability. Importance of Fixed-Rate Loans: Seth emphasizes the protective benefits of using fixed-rate loans in investments to buffer against economic shifts and rising rates. Shifting Investment Focus: As traditional multifamily deals become tough, both Bronson and Seth explore alternative assets, including oil and gas, debt funds, and smaller multifamily properties. Gym Ventures: Seth shares insights from operating gyms, illustrating how franchise businesses can provide a structured path to entrepreneurship with community support. Navigating Passive Investing Challenges: The episode highlights the key steps passive investors should take when deals aren't performing as expected, including reviewing existing legal agreements. Leveraging Technology and AI: The discussion underscores the growing role of AI in analyzing investments and legal documents, showcasing how technology can enhance investment efficiency and accuracy. Transcript: hey guys this is Ken mroy and you are listening to the mailbox money show with Bronson Hill hello hello and thank you for joining the mailbox money show my name is Bronson Hill I'm very excited for this episode with Seth Bradley you're gonna really like him he's done a lot of things he's like the renaissance man like he has done uh passive investing he's done active investing he owns a couple gyms he's starting another one he's got a couple startups he does he's got all kinds of things speaking   very intelligently to a lot of different topics he also has a show called The passive income attorney actually also an attorney as well and puts together syndication paperwork so he does a lot of different things and so I always love talking to people that are doing many things because first of all inspires me that I'm not doing enough and then secondly um you know they'll speak very intelligently on kind of trends that are happening so he's talks about what what we're going to talk in this interview   about what happened over the last few years he's doing less real estate looking at some other things and just what do you do if a deal does not go well what are the steps you can take as an investor so I think you're really going to enjoy this we also get into Ai and some awesome other topics so let's jump in Seth welcome to the mailbox money show Bronson what's going on buddy good to see you again hey man we're both in Southern California I know we're not that far apart but you're in like the better part especially lately with all   the fires up in La recently uh you're in San Diego man I don't know anybody that says they don't love San Diego yeah man I mean there's no better place in the United States that's for sure I mean I've seen some some beautiful places around the world and I don't know San Diego still might beat it um I get a little bit used to it because I've been here for quite some time now but San Diego is really tough to beat yeah awesome man well I'm excited to have you here today I know you're an attorney you have your podcast called   the passive income attorney podcast and you also work with tri vest which helps investors and you have a lot you to say around uh diligence around deals going bad we've seen deals uh We've we've had a couple deals that have really struggled uh I've been an investor passively in deals some deals that have struggled people don't really talk about this as much and I think it's really important to talk about um but let's let's talk about kind of what's changed the last couple years interest rates have risen um obviously if you're a   multif family investor the deals maybe aren't as juicy as they were the projections are a little lower a a little little far between as far as you know deals that actually cash flow or deals that make as much sense but uh what have you seen the last couple years and how have you kind of shifted a little bit of your business and your investing for sure I mean it's been um it's been an experience right I think a lot of the past investors out there that are listening or if you're an operator or lead sponsor out there the same thing   I mean we've we've gone through a period of time starting I think back when Co hit in 2020 that was kind of the first dip in the market that we've we've seen in this kind of generation right like the jobs act well I I should say the previous dip was in you know 2008 2009 that was one cycle but that was before the jobs Act of 2012 so the jobs Act of 2012 is where some of these private Investments started being opened up to more people and more people like ourselves were able to get involved and start raising capital and and do deals   and you've just seen that market kind of exponentially grow since 2012 um so we haven't seen a downturn until Co hit in 20120 and that one was kind of weird right because it was just kind of a blip it wasn't because of the economy it was because of something that just you know nobody's going to be able to predict um but that's the first uh crack in the armor that we saw and then after that then we saw the interest rates go up in in 2020 towards the end of 2022 and the beginning of 2023 and that's what really   started um you know giving us this experience that I'll say that we're we're still kind of going through because the interest rates are still a little bit higher than what we've we've seen over the past years and we're we're seeing more deals go go bad right or or at least you know there maybe a capital call or or two or perhaps um you know some of your distributions if you're a passive investor might be on pause and these are things that we're just not used to seeing because we're just used to seeing over the past you know 10   years up till 2022 all the deals have just gone really really well so it's a surprise to us and it shouldn't be because you know it's it's cyclic but we we'll figure it out and you know you're just seeing these things that we've all been warned about and they're now coming to fruition yeah yeah it's interesting you know I think if you between 2010 and 2020 you know 2021 even if you just owned a multif family apartment you were a genius right because things were just only going up and to the right and and   then sudden like there's that quote by Warren Buffett says you can only tell who's been swimming naked when the tide goes out kind of thing the tide interest Rising the tide goes out it's like oh my gosh this isn't work in the way we planned it um and now you in your portfolio you guys have done very well you've had some some great you haven't done as many deals more recently but um your deals have done well is that because you did kind of fix interest rate or is just the markets you chose or I'd love to hear a little more about   that that's right I mean fixed interest rates to be honest were a huge thing um that that's one thing that we really pushed for in our deals and that's and that saved us a little bit when these interest rates started to r that protected us um you know you saw that those were the deals that got in trouble those those adjustable rates got people in trouble and you know there towards the end like let say 2021 22 it was really hard to make the deals start to like continue to work and get those returns that we promised those passive   investors without taking those adjustable rate loans so you know those folks that got in in 2021 2022 maybe the beginning of 2023 those deals had adjustable rate loans and that's where they got into some trouble yeah yeah it's interesting kind of how things have changed now it's interesting too there was um a time not even that you know just a few years ago that that real estate was Cash flowing pretty well especially multif family real estate and now it's pretty tough because you know you got rates are   higher uh cost you know the price maybe have come down a little bit but you got higher Insurance you got higher other costs other inflation things you know there's not a lot of cash flow so a lot of you know syndicators or multif family investors have kind of just stepped out or maybe they got pitched on a deal here and there so we we've shifted a little bit to do we still do some multif family in in specific situations but um we' switched to go really focus on oil and gas we're doing uh other types of   businesses like I mentioned we're buying this business that's a e-commerce business High cash flow and then there's also debt funds you know debt these days there are debt funds paying like Equity was paying with less risk than it was a few years ago right so if you can get not debt funds are the same there's some that are first position that are low leverage and things like that uh what are are there anything else that you're finding for cashow or that you're finding attractive right now as an   investor yeah I mean I think you got to just look a little bit deeper I mean there's still some decent multif family deals out there too and that's always going to be to me kind of like bread and butter right like that's something that we're always going to need it's always going to be um it's always going to be something that people are interested in um because we've all lived in apartments at some point in our lives and I think it's an easy thing to grasp mentally okay like I'm going to invest in a   multif family or apartment building because I've lived in one I know what it's like I know how they work people pay rent you collect you you know expenses that sort of thing um but it's it's a lot tougher to find those deals um so people have looked at other things so I've seen a lot of um you know debt funds like you said a lot of people pivoting to um you know even smaller multif Family Properties um you know before we were looking at like 100 200 250 unit properties um now I've seen a lot of people kind of Ratchet that down   a little bit and look for some better deals in in some smaller properties maybe in the 25 to 75 unit range range that sort of thing um I've seen people like get into mobile home parks and RV parks after cuz we saw that go quite up quite a bit during CO as well and then came rocketing back down um but now you can kind of see like where where it really sits like now you can see like what the value of that asset is so you can see that the you know what those what they really are without like that big spike for covid and those are   turning out to be some pretty good Investments to get involved in too yeah and I know um you know we talked about this before we started recording um you and your wife you guys also operate a business or you guys have a a gym a couple gyms that you operate tell us about that and it's that um I know you're sounds like you're spanning so it sounds like it's going well I need to pop into a gym I'm probably get my butt kicked if I pop in there and you g through the Seth Bradley workout there right so yeah man we have a we have a   couple of gyms right now we have one open in Oceanside this is in San Diego uh San Diego County one in Oceanside one in Poway getting ready to open up a third one in anas it's under the burn boot camp franchise fly FL so it's a franchise um and I got uh really interested in franchises for that and then I ended up buying into another franchise I ended up buying into a water restoration franchise called Al dry so we've got a few businesses going um but those gyms are great right like once we battled through again I hate to keep   bringing up Co but it keeps coming up um but we battled through Co we opened up right before that hit uh actually one week before it hit so then we had to shut it down and work out outside workout inside we had to do um on online workouts those sorts of things um had our lead trainer in our apartment recording videos and me and my wife were in the background doing the exercises um pretty insane what we had to go through but they're they're doing really well now and luckily my wife has taking over that business and she runs   the whole thing so I don't do anything she doesn't even want me involved anymore so it's fantastic it it's actually turned into passive income for me for you it's passive income right for her it's right it's it's Fitness income right but that's you know really a lot of people like um lifestyle businesses you know where you're like it's just I think it's just a cool thing to say I own a gym or own a restaurant or I own this thing I mean a lot of like really wealthy people be like oh yeah I own a   Vineyard or I own a I own a horse racing thing or something like that but is it is it I mean you don't have to get into specific numbers but is it pretty it's you're opening another one so it's pretty lucrative to do it it sounds like it's working out well the it's a boutique gy that does kind of boot camp type stuff and you have certain classes you go in and those have become super popular all over the us but especially in big metros like Southern California for sure and look I don't want to say   that it's easy because it's it's definitely not you have to have the right mindset you've got to be an entrepreneur you've got to be able to fight through the hard times but you know these these types of businesses they're they're kind of done for you to a certain extent they give you the marketing plan they give you the business plan they give you kind of the proforma that you should be aiming for um especially with a franchise there's there's dozens if not hundreds of other franchisees that are doing the exact   same thing you are so you any qu any question or any problem that you're going through they have already went through it or they're going through it so you can bounce ideas off of you know kind of similar to like a mastermind right something like that where you get involved with a few people and it's like oh how can I get around people that have the same problems as me in a franchise there's that's already built in and it's even more it's even more dialed in because these are very specific like   brand specific industry specific questions and problems that you can balance those ideas and have those questions answered by your your fellow franchisees um but as far as like profitability again it's great because you can you can predict it like the idea behind it you buy one you figure it out then you buy more and then you keep going you stack and stack and stack and that's how you really make a lot of money in franchises you hear people that own dozens or you know hundreds of Papa John and things like that like you need   to be able to stack them um but they're definitely profitable um and they're fun they're it's a fun business like you said it's fun to be able to say that you own a gym it's fun to like walk into your own place if it's a gym or a restaurant or whatever it is and you're the owner it just feels good right it's a little bit more um you know rewarding I should say than some of the other businesses that that we're involved in for me it's you know a law firm and um buying real estate and it's this is just   a little bit more rewarding just like being there just the presence and having a um you know having a a brick and mortar space it's pretty cool yeah know I love that it's really interesting you guys I didn't realize you guys are are really Ser serial entrepreneurs I you guys are really both as a couple um is that like tell me a little bit about that dynamic as a couple that you and your wife do that like how is that something you've more LED is it something she's done is it kind of like you just kind of stay in your lanes and   like because a lot of times one one spouse or partner will be really risk you know averse or one would be much more risk tolerant and so has that been just like a really you guys are both kind of willing to take risk and kind of move forward in that yeah I think we we both have a really good temperament for it as far as risk tolerance and for me personally that's that's interesting because I'm an attorney so typically attorneys are not risk tolerant um but I I am I have that trait and and she does too um we have certain   trust in each other to be able to handle and stay in our lanes um she especially for the gyms you know she's operations right now I handle finance and and Prof formas and those sorts of things and obviously the legal stuff that comes up and I'm the maintenance guy too of course but um but everything else like operations she does that and then when she knows that she needs me for these certain things she'll bring me in um we've explored trying to figure out some other businesses uh that we might be   able to get involved in together and I think you know having that experience in the gyms gives us a good idea of how it would work out with some others yeah as she ever teaching the class like if you're in the dogh house you got to take a boot camp with her and she'll be extra tough on you or something ah she's she's not a trainer luckily I would I would I would avoid those camps for sure I think that'd be pretty funny no I think it's great man I love how you've created that you know for yourself that you guys and of course   you know I think I've noticed this too a lot of uh there's a lot of people they'll have they'll be really excited about real estate they'll be really excited about investing and then you get one that's one spouse is very risk averse what what do you say to someone who guess their spouse is pretty risk averse and you know maybe they're concerned whether they're a passive investor or they're interested in doing business things are like this like how do how do they kind of get that person on board or what have you seen is kind   of work to kind of help them to kind of work forward with that move forward yeah I mean it's tough it's tough right like you have to you have to choose your significant other wisely and it's probably the biggest decision that you'll make in your life not only for personally but also in business because if you have someone that just can't get on board with what you're doing or doesn't understand what you're trying to do um and you don't mesh very well on that side of things it it makes things a lot more a lot more difficult right and   you see that all the time you see couples fighting about business and somebody's working too much and the other person's not working enough or those sorts of Dynamics um but I think a lot of it can be solved with education you know a lot of it is just kind of this other person doesn't know enough about the business or the investment or whatever it might be and they just need some education so they're not the person they're not like us every single day just immersed in this and getting on podcasts and you know   listening to podcasts and reading books and all this stuff about these Assets in these businesses so you have to keep that in mind like they need to they need to understand to a certain extent so they can get comfortable with it I mean that's you know when people are scared to make moves it's usually because they're just not educated enough to be able to to assess the risk and move forward or not now if they are educated enough and they do know enough about the asset and they still say look this is a   bad deal well then maybe maybe you should look at it again and make sure that it's not a not a bad deal but there there's definitely some you know give take there with personality types and how much risk that each person's comfortable with or not comfortable with yeah absolutely I think that's definitely I just I love when I see couples that are like really on the same page and are like yeah we're in this and you're you know you're doing it which is great and be both be active which is awesome um so let's talk a little bit   about um I guess you know kind of circle back to you know investing in deals you know as a passive investor um you know if if someone invests in a deal that doesn't go well um how to you know how should a passive investor respond to that or what are the things that you know someone can do if they're not getting the communication that they need I mean I know there's some legal things you can do but then it starts expensive and like what I guess what are some options as a passive investor let's say   your sponsor is having struggles or they're just not communicating is there some like what are the what are the what what can you do to try to get that to change yeah I mean this is why paperwork is so important like people don't want to deal with that and you know I'm an attorney so I'm on the front end all the time like telling you telling everybody hey like make sure we hash this out now like let's be have a a really transparent conversation let's figure out exactly what each part is getting   into and let's not like hold back at all you know a lot and some of this applies to passive investing some of it doesn't because you you know you have certain things that you can ask for certain things that you can't but be as transparent as possible upfront and with the paperwork and pay attention to what you sign and what you sign up for because at the end of the day when things start to go wrong that's what the fallback is the fallback is okay this person isn't communicating any longer or they're not doing the things that they   said vocally they're going to do what can I do and at that point that's when you have to look at the paperwork so if you have a contract and in this case it would be an operating agreement or a limited partnership agreement that you've signed or subscription agreement to you have to go back to that paperwork and look and sometimes they may have put in that paperwork for instance that they do agree to give you a quarterly report or maybe they agree to give you a an annual financial statement or maybe they   didn't I don't know it depends on what the paperwork says but that's the first step see what your rights are contractually and that's a good place to start because if you do have a contractual right that they have to give you a quarterly report or they have to give you annual financial statements or if you request it they have to give you certain Financial reports then that's the place to start and you say look I know things aren't going as well as they should be going I really want to get this thing back on track let's let's   start communicating but you know pursuing to the operating agreement I I need to see a quarterly report or I need to see this financial report um and put that in writing and writing can be just as simple as an email or text but get it in writing make sure that that communication is documented um not just verbally because if something does go wrong if if there is some sort of and this is unlikely but if there is some sort of fraud or gross negligence or anything like that going on at least you have that uh that written communication   between the parties that down the line you can be like look I asked for this five times I still haven't received it they said they would do this and then you can start saying okay at this point maybe we're not just talking about somebody not doing a great job or maybe we're not talking about the investment not going well as well as anticipated maybe now we're talking about some sort of negligence maybe now we're talking about somebody misrepresenting what they said they were going to do versus what   they do um but you need to have that in writing so that at the end of the day you can put that together um and and show it to whoever it might be your lawyer their lawyer or maybe a court yeah yeah it's interesting you know there's some new tools out there as well a lot of times these documents sometimes are 80 to 200 pages and there's a lot lot of you know legal Le and boilerplate stuff and just a lot of fine print and I found that one and I'd actually love to know your opinion on this but i' I've done this occasionally   where I'll take uh I'll take some some documents or ppms or marketing whatever I'll put them in chat GPT I'll just be like hey you know I'll start asking questions Hey what how does this work how does that work whatever and it'll kind of like go through and pull that out of there which is just kind of like a timesaver I just find for a lot of investors it's like I don't want to spend two hours reading this really you know thick language and I know you're an attorney so that's what you do and um   but I mean is that something that you've uh seen some people do or is it I know obviously things can be missed but it's it can kind of help you get to give you the gist of in this situation this happens or in this situation is that something that you kind of seen a little bit 100% and maybe not all attorneys would agree with this but I I encourage that I think it's perfectly fine like you've got to leverage technology and that technology is unbelievable it's unbelievable and it gets better every   single day like you just see a new iteration every couple of weeks now it's absolutely insane what it can do and you can certainly upload your PPM your operating agreement your subscription agreement into it and ask it questions now if it's something very nuanced it it won't it won't get to it if there's kind of like a lot of times there's like different Provisions that layer on top of each other it doesn't understand that yet it will at some point it'll be there and probably very very soon but a lot of   the questions you ask if they're nuanced um it won't understand it um so what I recommend is do that get a good high level overview you can also ask questions and then I would verify so like once it once it gives you an answer and it's something that's very important like you're like this is the answer that I was looking for ask it be like well what section did you pull this from and then get the section and then look it up yourself that particular section and verify that what it told you is actually   the answer yeah it's amazing the uh the tools we have I mean we really are in an an age where there's so much information everywhere but it's being able to access it quickly and it's like AI and some of these things can help with it and I don't think you know just a side note on AI I don't think it's that AI is going to be robots that's going to take over and kill us all or we're going to lose our jobs just to an AI bot or something but it's people using AI right that are are able to become a super employee or a   super business owner or super investor and really be able to get more information so I think it can be really powerful um what are uh what are some trends that you're kind of watching um I know actually I want you to talk about this too you're involved with a group called tribe vest which helps uh basically syndicators they have a portal and they can kind of have ways to be able to access uh certain deals and and and pass that information but what are what are also some Trends in relation what are some trends that you're seeing   as far as investing uh for Passive investors that are just things that can are good to watch or things that are helpful yeah I mean I think one really good thing is is what you you talked about already it's it's using Ai and and using software to make you a better investor so you can you like before you get this 200 Page PPM and you're like what what in the world do with this and maybe one out of a 100 investors will read that line for line if that and even if they could read it they probably don't understand it unless they they   happen to be a Securities attorney or some sort of transactional attorney they're not even going to get it um fun fact a PPM is actually supposed to be in non-legal ease it's supposed to be in in layman's terms that's the whole point of it is so that you can understand your investment in layman's terms but ppms have turned into you know a legal document so yeah even longer um but yeah I mean I think you can start leveraging Ai and software to just be a better investor and not just from you know   reading legal documents like we had mentioned earlier that's a good example of of you know when you're looking into an investment maybe put that PPM into chat gbt ask questions about the investment ask if there's any inconsistencies between the PPM and the operating agreement things like that um but you can also use it for underwriting and due diligence and things like that um I'm actually an adviser for a startup called brixley and we are working on kind of a due diligence type of process process where we're aggregating all the   due diligence documents we're putting them into a software and then you're able to evaluate the deal so you can evaluate that deal based on your buy box and those sorts of things and it's just it and things like that just change the game quickly right like before it just takes a lot of Manpower um a lot of hours and now it just takes minutes but you still have to have somebody skilled enough to prompt and skilled enough to ask the right questions and skilled enough to make sure that you're not believing the AI and it's not   hallucinating um that sort of thing because you've got to make sure that the information gives you is right because right now it does spit out some things that that don't make a lot of sense so you just gota gota be be very careful but people if you aren't leveraging AI in just your everyday life then you're you're getting left behind yeah yeah know you got a fact check on other stories of attorneys like I guess there was an attorney in New York that like just took his whole thing and put it into AI a chat jbt and it wasn't even   right it was like totally wrong and they got disbarred or something for doing that so it's obviously an investor the the risk is not going to be disbarred typically it's more you might lose your shorts or something so it's makeing sure you're doing it the right way yeah for sure yeah you gotta be careful you got to be careful but like I said it's getting better every single day like I I think in you know two years it's going to be unrecognizable in in five years we're going to have a humanoid robot in every home that we   have like yeah yeah it it really is changing so fast and that's where I think it is really important important to pay attention to technology to try new things if people are not like as a listener if you're if you haven't used chat GPT there's an app you can use for free there's the website get familiar with prompting which is just going in and just being commands I literally use it I'm going to Columbia we're recording this I'm going this week to Columbia and I want here's my nine days I'm going to   be here create an itinerary for me like literally created an itinerary based on my values what I want to do and and I can always like go off of that but it's like it's so helpful right it's amazing yeah it's such a time saer it's insane it's insane yeah it is it is uh well Seth I really appreciate you you being here today I just feel like you add so much value both as an investor a business owner an attorney um just love what you're creating with your content and uh can you just share how people can   follow your show and how they can hear about you and and some of the things that you're doing absolutely man best place to go would be Seth paaul bradley.com and that's where I have kind of all my social media links you'll have a link to raay law my Securities Law Firm as well as try best fun of funds in a box and the podcast as well awesome brother thanks for being here man all right thanks Bronson appreciate it all right I hope you enjoyed this interview with Seth I just I love the stuff at the   end there about AI if you you know you want to go back and Rel listen to that just using chat GPT in your life in your business to look at ppms and even as an attorney said yeah some attorneys don't like that because it will miss things but it's really a timesaver we use it all the time we use it all the time in our business I use it all the time in my personal life and it's just so helpful I literally it's kind of replace my Google search now because it's so much better and instead of we used to go spending   time on Google you spend 30 minutes researching something now it just kind of spit out the answer for you which is really great so I use it for health stuff for travel or business topics all kinds of different ideas just find it really really helpful so hopefully you got something out of this interview you enjoyed it if you have not en joined our investment Club you're not hearing about our amazing deals that we're doing right now and that we're really excited about so um if you want to check that out you   can check out the link in the uh show notes or the link below or you can go to Bronson equity.com and hit the join button we'll start a relationship with you set up a call with you and you can start hearing about our awesome upcoming deals so thank thank you for taking the time to educate yourself seriously it humbles me it excites me it gets me fired up because the best investment you make is in your own education we look forward to seeing you on the next episode you've been listening to the mailbox money podcast for more free   resources articles and videos go to Bronson equity.com there you can download your copy of the Special Report the single best investment strategy during and after a pandemic none of the information shared here is an offer to buy a specific investment and this is for education ational purposes only consult your financial legal and tax professionals and use your own Common Sense before making any investment decisions thanks for joining us and be sure to tune next time for more mailbox money [Music] Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=2xrvBhGtS5w&t=396s https://www.facebook.com/reel/1762572444669041 https://www.linkedin.com/posts/bronsonhill_when-deals-go-wrong-the-fallback-is-the-activity-7321649659108581377-87lt?utm_source=share&utm_medium=member_desktop&rcm=ACoAAFY-6nMBbbX5J6KeuEtIMcA9tcRG4F_1ItE Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en Bronson Hill's Links: https://bronsonequity.com/ https://www.instagram.com/bronsondavidhill/ https://www.instagram.com/bronsonequity/ https://www.linkedin.com/in/bronsonhill/ https://www.facebook.com/bronson.hill.37/ https://www.tiktok.com/@bronsonequity2020 https://open.spotify.com/show/7AQcShxvRMoD1U2zclQQVU

In Part 2 of the episode, Kent Ritter, Founder and CEO of Hudson Investing, continues the conversation by sharing how he navigated the challenges of the pandemic while scaling his multifamily business. He breaks down his value-add investment strategy, how he finds deals through strong relationships, and the role technology and AI play in staying competitive. Kent also offers practical advice for new investors looking to enter the multifamily space with confidence and clarity. Kent Ritter is a former management consultant and corporate executive turned full-time real estate investor on a mission to help others achieve financial freedom through multifamily investing. As the host of the Ritter on Real Estate podcast and YouTube channel, Kent shares impactful interviews and actionable strategies to help people “Invest like a Pro.” He also leads the Indianapolis Multifamily Investing Meetup, creating space for new and seasoned investors to grow together. In this episode, Kent talks about his journey, why family was the driving force behind his success, and how smart investing can change your life.In this episode:Investment Strategy & Market Focus: Choosing the right markets and aligning strategy with long-term goals.Navigating the Pandemic & Growing the BusinessValue-Add & Investment Strategy: Identifying and enhancing underperforming assets for strong returns.The importance of networking and cultivating trusted industry connections.Leveraging Technology & AI: tech tools and AI to streamline operations and gain a competitive edge.Actionable insights and tips for those looking to break into the real estate investing space.The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669.  For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.Video LinkRadio Show

(00:00:00) Introduction to Steve Killias and His Journey (00:02:06) Dining and Personal Insights (00:03:12) Role and Responsibilities at Legrand (00:04:16) Defining Success (00:05:32) Understanding Small vs. Large Contractors (00:10:55) The Importance of Contractor Associations (00:12:18) Advice on Association Engagement (00:15:19) Impact of Construction Industry Research (00:19:16) Technology Challenges in the Construction Industry (00:23:05) Leveraging Technology for Small Contractors (00:27:51) Motivation and Passion in the Industry I sit down with Steve Killius, VP of Contractor Industry Affairs and Programs for Legrand's Electrical Wiring Systems Division, in this insightful episode. Steve shares his journey from an electrician's helper to a VP at Legrand, offering valuable insights into the electrical contracting industry.Key Takeaways:Curiosity and Continuous Learning: Steve emphasizes the importance of curiosity and the desire to know more about various topics. He believes that broadening one's knowledge is crucial for personal and professional growth.Mentorship: Steve advises finding a mentor in any field of interest. He highlights that learning from those who excel in a particular area is the fastest way to master it.Workforce Development: Steve stresses the significance of training and developing employees. He believes that investing in workforce development is essential for the success and sustainability of any business.Tune in to hear Steve's thoughts on the challenges and opportunities in the electrical contracting industry, his approach to customer experience, and his views on the impact of technology and AI on the industry. Thank you for listening and please take a moment to subscribe, rate, and review our show on your favorite app.To get a hold of us here at Keepin' The Lights On, please email: podcast@graybar.comTo reach Steve Killius on LinkedIn:  https://www.linkedin.com/in/skillius/  Learn more about Legrand, North America: https://www.legrand.us/Hall's Chophouse: https://www.hallschophouse.com/YouTube: https://youtu.be/cdt-kCMh-0w

In the second session of Building a Print Business That Will Last, an exclusive, 4-episode Podcast Conference, Paul Hudson, President and CEO of Hudson Printing, and Rebecca Razulis, COO at Gelato, join Deborah Corn to discuss how print businesses of all sizes can leverage smart software, AI, and data-driven strategies to streamline operations, unlock new revenue, enhance customer experience, and build resilient, future-ready print shops through tools like GelatoConnect and collaborative production networks.   Mentioned in This Episode: Paul Hudson: https://www.linkedin.com/in/paul-hudson-2b170016/ Hudson Printing: https://www.hudsonprinting.com/  Milkshake: https://www.hudsonprinting.com/milkshake-subscribe/ Rebecca Razulis: https://www.linkedin.com/in/rebecca-razulis-92b00945/  Gelato: https://www.gelato.com/ GelatoConnect: https://www.gelato.com/connect  GelatoConnect Success Stories: https://www.gelato.com/connect/customer-stories  Transform Your Business with GelatoConnect: https://www.gelato.com/connect/why  What's New in GelatoConnect: https://www.gelato.com/connect/product-news  Free Webinars: https://www.gelato.com/connect/webinars  GelatoConnect Product Demo: https://www.gelato.com/connect/product-demo-home  Deborah Corn: https://www.linkedin.com/in/deborahcorn/ Print Media Centr: https://printmediacentr.com Subscribe to News From The Printerverse: https://printmediacentr.com/subscribe-2  Girls Who Print: https://girlswhoprint.org Project Peacock: https://ProjectPeacock.TV 

It can take more than 15 years to permit and build a new mine in the United States - yet nearly every modern technology we rely on, from smartphones to fighter jets to AI data centers, depends on a steady supply of critical minerals.In this episode, Erik Torenberg is joined in the studio by Turner Caldwell, founder of Mariana Minerals, along with American Dynamism general partner Erin Price-Wright and partner Ryan McEntush.Turner spent nearly a decade at Tesla, working his way upstream from factory design to battery materials and mining. Now, he's building a new kind of mining and refining company - vertically integrated and software-first- designed to meet the demands of our industrial future.We get into why the industry is so broken, what it actually takes to turn rocks into usable materials, and how the U.S. can rebuild its capacity to mine, refine, and manufacture the things that matter most. Timecodes: 00:00 Introduction to Critical Minerals00:45 The Importance of Mining in Modern Technology00:58 Meet Turner Caldwell and Marianna Minerals03:02 The Mining and Refining Process05:10 Challenges in the Mining Industry07:11 Turner's Journey from Tesla to Marianna15:31 The Role of AI and ML in Mining22:00 Geopolitical and Talent Pool Dynamics23:46 Challenges in Junior Mining Exploration25:30 Mariana's Product and Approach25:47 Leveraging Technology in Mining and Construction28:29 Optimizing Refining Processes with AI37:31 The Importance of Critical Minerals41:18 Permitting and Regulatory Challenges46:08 Future Strategies and International Expansion46:53 Conclusion and Future Outlook Resources: Find Turner on X :https://x.com/tbc415Find Erin on X: https://x.com/espricewrightFind Ryan on X: https://x.com/rmcentush Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

In this episode of the Produce Moms podcast, host Lori Taylor interviews Doyle Karr, a thought leader in the food and agriculture industry, about the issue of heavy metals in food and soil. They discuss the types of heavy metals, the risks they pose, and the innovations and solutions being developed to mitigate this problem.

In “Safeguarding Your Shipments: Denim's Insights on Fraud, Payments, and Carrier Vetting”, Joe Lynch and Chad Capooth, VP of Operations at Denim, discuss the evolving landscape of freight fraud, payment challenges, and how Denim provides comprehensive solutions to ensure financial and operational security for freight businesses. About Chad Capooth Chad Capooth is the VP of Operations at Denim. He brings over 15 years of experience in strategic planning, business growth, and operations leadership. At Denim, he leads operational strategy, leveraging deep expertise in factoring, credit underwriting, and portfolio management to deliver efficient, tech-enabled solutions. Previously, as COO at eCommerce Financing LLC, Chad helped launch innovative products like Revenue Loans and Quick Pay Loans. At Transfac Capital, he advanced operational performance through technology-driven underwriting and automated invoice processing. Chad's earlier roles at Unlimited Working Capital and Enoble Business Capital (formerly National Bankers Trust) cemented his reputation as a leader in financial services innovation. About Denim Denim is a trusted freight factoring partner dedicated to advancing the supply chain by accelerating the flow of money and data. Denim provides quick access to working capital, along with flexible factoring solutions to easily manage financing options and automate back-office operations. Acting as a true partner and an extension of your team, Denim saves you time and money while providing the opportunity to focus on retaining and attracting new customers. Key Takeaways: Safeguarding Your Shipments: Denim's Insights on Fraud, Payments, and Carrier Vetting In "Safeguarding Your Shipments: Denim's Insights on Fraud, Payments, and Carrier Vetting," Joe Lynch and Chad Capooth, VP of Operations at Denim, break down the evolving landscape of freight fraud, discuss current payment challenges, and explore how Denim offers comprehensive solutions for financial and operational security in the freight industry. The Evolving Threat of Freight Fraud, Amplified by AI: The discussion underscored the increasing sophistication of freight fraud, with malicious actors leveraging AI. This highlights the growing challenge in securing shipments and maintaining financial integrity within the logistics sector. Navigating Current Challenges in Over-the-Road Transportation: The interview addressed the prevailing difficulties in the over-the-road transportation space, noting a decline in volumes and compressed margins. This context is crucial for understanding the heightened importance of efficient financial management. The Squeeze on Cash Flow: When shippers delay payments, it puts a real squeeze on cash flow for freight businesses, impacting their operational liquidity. Denim highlighted this challenge, revealing that the receivables they factor average 55 Days Sales Outstanding (DSO). This extended waiting period for earned revenue underscores a significant industry hurdle. Denim's Role in Expediting Payments and Optimizing Cash Flow: The interview emphasized Denim's core value proposition: providing rapid access to working capital through flexible factoring solutions. This directly mitigates the impact of delayed payments, ensuring businesses maintain healthy cash flow. Strategic Alliances for Robust Fraud Prevention: A key insight was Denim's proactive approach to combating fraud through strategic partnerships. The discussion highlighted collaborations with leading freight fraud prevention technology companies, including FreightValidate, Carrier Assure, Highway, and Descartes MyCarrierPortal, demonstrating a comprehensive, multi-layered defense strategy. Leveraging Technology for Enhanced Carrier Vetting and Risk Mitigation: The interview detailed how these technological partnerships facilitate advanced carrier vetting, which is instrumental in preventing Denim's clients from falling victim to fraudulent activities and ensuring secure operations. Denim: A Comprehensive Partner for Financial and Operational Security: The conversation with Chad Capooth reinforced that Denim's offerings extend beyond traditional factoring. By integrating swift payments, back-office automation, and robust fraud prevention through strategic collaborations, Denim serves as an essential partner for both financial stability and operational security in the dynamic freight industry. Learn More About Safeguarding Your Shipments: Denim's Insights on Fraud, Payments, and Carrier Vetting Chad Capooth | Linkedin Denim | Linkedin Denim 2025 Shipper Pulse Report Denim Integrations Shipper Risk Checklist Get started with Denim The Denim Story with Shawn Vo Financial Predator vs Partner with Bharath Krisnamoorthy Scaling Your SMB Freight Brokerage with Sean Smith Brokers are Drowning in Accounting Work: How Denim Simplifies It with Sean Smith The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Are you looking to boost your nonprofit's fundraising efforts and connect with more donors? In this episode, I sit down with Roger Devine, co-founder of SchoolAuction.net, to explore the power of event fundraising in 2025 and beyond. Roger shares his wealth of experience in helping organizations create successful fundraising events, from galas to golf tournaments. We discuss why events are becoming increasingly important for nonprofits of all sizes, especially in an uncertain funding landscape. Crafting Events That Resonate Discover practical strategies for: - Tailoring your event to your specific audience - Balancing cost-effectiveness with donor expectations - Leveraging technology to streamline your auction process Maximizing Impact Without Breaking the Bank Roger offers insights on: - Creative alternatives to traditional galas - Engaging donors through interactive experiences - Using data to inform your event planning decisions Building Long-Term Fundraising Success Learn how to: - Create a sustainable event strategy that grows with your organization - Use software to build institutional memory and improve year-over-year results - Balance the needs of different stakeholders in your event planning process Whether you're a seasoned fundraiser or new to event planning, this conversation offers valuable insights to help you create memorable experiences that inspire generosity and build lasting relationships with your supporters. Want to Skip Ahead? Here are Some Key Takeaways: 05:40 Tailoring Events to Your Audience Learn how to research and design events that resonate with your specific donor base. 12:15 Leveraging Technology for Better Results Discover how software can help you track data, improve decision-making, and streamline your event processes. 19:30 Creative Fundraising Ideas Explore unique event concepts that can energize your supporters and set you apart from traditional galas. 26:45 Building a Sustainable Event Strategy Understand how to create an event program that grows with your organization and adapts to changing donor needs. Roger Devine Roger Devine has led a life based on service, communication, education, and entrepreneurship. As the co-founder of SchoolAuction.net, he has spent the past 20 years assisting and advising local and national nonprofit organizations and charities on how to grow their programs and ensure financial stability through fundraising events, such as gala auctions, golf tournaments, and trivia nights. In addition to assisting organizations across the country, Roger has personally chaired dozens of fundraising events for his kid's schools, his Rotary Club, and Pacific Northwest nonprofits focused on causes such as building schools in rural communities, matching US military veterans with service dogs, and pandemic relief. Learn more at schoolauction.net Sign up for a FREE Trail: https://my.schoolauction.net/registrations/new?product_id=281&aff_id=firstclick https://www.facebook.com/SchoolAuction https://www.pinterest.com/schoolauction/ https://www.instagram.com/SchoolAuction/ https://twitter.com/schoolauction?ref_src=twsrc%5Etfw Connect with us on LinkedIn: https://www.linkedin.com/company/the-first-click Learn more about The First Click: https://thefirstclick.net Schedule a Digital Marketing Therapy Session: https://thefirstclick.net/officehours

Key Takeaways: The balance sheet: A important financial document that details what a company owns and owes, providing insights into its financial health. Keeping assets greater than liabilities: Essential for maintaining positive equity and reducing debt. Positive equity: Indicates a strong financial position, bolstering confidence among investors and lenders. Utilizing technology and strategic innovations: Can empower businesses to increase their productivity and margins. Avoiding unnecessary debt and ensuring profitable business activities: Are key to building long-term financial strength.   Chapters: Timestamp Summary 0:00 Understanding the Importance of Balance Sheets for Businesses 2:04 Understanding Balance Sheets for Business Financial Health 4:14 Understanding Business Equity and Its Impact on Financial Health 8:04 Leveraging Technology for Business Efficiency and Growth 9:44 Building a Strong Balance Sheet for Financial Success   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.

In this engaging conversation, Tommy Mello and Ellen Rohr discuss the critical importance of financial clarity in business, the value of mentorship, and the strategies for choosing the right business to invest in. They explore the significance of understanding financials during business transactions, the dynamics of team success, and the role of effective communication and leadership. The discussion also highlights key performance indicators for growth, leveraging technology for financial management, and the personal journey of entrepreneurship. Finally, they touch on future endeavors and the importance of community engagement.   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   00:00 The Importance of Financial Clarity 06:02 Mentorship and Learning from Experience 11:47 Choosing the Right Business to Invest In 17:51 Understanding Financials in Business Transactions 23:42 The Role of Team Dynamics in Business Success 29:41 The Power of Communication and Leadership 35:59 Key Performance Indicators for Business Growth 41:49 Leveraging Technology for Financial Management 47:43 The Journey of Entrepreneurship and Personal Growth 53:47 Future Endeavors and Community Engagement  

Discover how Solomon Suleymanov went "From Pharmacy to $600M" in real estate investing and built generational wealth!

In this episode I dive into the often overlooked topic of founder-led sales. I discuss the common struggle many business owners face in handling various roles, especially holding onto the sales process for too long. I highlight the importance of delegating parts of the sales process, such as discovery calls and lead generation, to create a more scalable and efficient sales machine. I emphasize the need for documented, repeatable processes, clear client qualification guidelines, and the use of enablement materials. Additionally, I provide actionable insights on setting achievable sales goals, tracking key metrics through a CRM, and gradually transitioning to a role of sales coach while hiring sales reps. This episode is filled with practical advice to help you refine your sales strategy and overcome the bottlenecks that hinder your business growth.   What You'll hear in this episode: [00:45] The Importance of Sales in Business [01:20] Challenges of Founder-Led Sales [02:10] Outsourcing and Delegating Sales Processes [04:45] Creating a Scalable Sales Machine [07:00] Setting Sales Goals and Metrics [08:45] Transitioning Out of the Sales Process [11:05] Leveraging Technology and Personal Touch in Sales [12:55] Incentives and Forecasting for Sales Teams   If you like this episode, check out: Increase Your Earnings Without the Sales Struggle Sales Conversations That Convert with Nikki Rausch Stop Waiting and Start Scaling with Sam Vander Wielen   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

This conversation delves into the importance of enhancing communication skills within the home service industry, focusing on call conversions, customer service, and the balance between technology and human interaction. Brigham discusses the impact of private equity on training, the necessity of ongoing coaching, and the role of leadership in achieving business success. They emphasize the need for technicians to improve their performance and the importance of understanding customer needs. In this conversation, the speakers discuss the evolving landscape of call centers, the importance of technology in customer engagement, and the need for better communication skills among technicians. They explore investment trends in the home service industry, the significance of personal touch in customer experience, and strategies for staying ahead in the market. Additionally, they provide insights for aspiring speakers and outline the onboarding process for Power Selling Pros. 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 00:00 Enhancing Communication Skills in Home Services   02:23 Identifying Blind Spots in Call Conversions   04:46 The Impact of Private Equity on Training   08:31 Maximizing Technician Performance and Lead Generation   11:56 The Importance of Comprehensive Customer Service   15:15 Balancing Technology and Human Interaction   21:33 The Role of Leadership in Business Success   24:57 The Value of Ongoing Training and Accountability   29:11 Rising Awareness in Call Centers   30:45 Leveraging Technology for Customer Engagement   31:51 The Importance of Technological Adaptation   33:07 Investment Trends in Home Services   34:54 Enhancing Customer Experience through Personal Touch   35:59 Training Technicians for Better Communication   39:17 Transforming Service into Sales   44:19 Staying Ahead in the Home Service Industry   47:35 Advice for Aspiring Speakers   57:21 Onboarding and Next Steps for Power Selling Pros