Podcasts about lifetime value

In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes from WorkHero sit down with TJ O'Connor, President at Farmington Consulting Group to discuss key findings from the latest Contractor of the Future Report. Based on insights from more than 1,000 HVAC contractors across the United States, TJ shares what top-performing companies are doing differently when it comes to sales, marketing, customer experience, and business operations. From proposal strategies that increase close rates to marketing investments that drive growth, this conversation is packed with actionable business advice for contractors at every stage. TJ O'Connor is a leading industry analyst focused on the HVAC channel. Through Farmington's annual Contractor of the Future Report, TJ works closely with contractors, distributors, and manufacturers to uncover trends, best practices, and strategies that help HVAC businesses grow profitability and stay ahead of industry changes.   Expect To Learn: - Why the most successful HVAC contractors focus as much on business operations as technical expertise - How offering four or more proposal options can significantly improve close rates - The relationship between marketing investment and business profitability - Why tracking marketing performance is essential for sustainable growth - How Google Business Profiles and online reviews influence lead generation - The importance of choosing profitable jobs instead of simply chasing volume - Why premium customers often create more long-term value than price-focused customers   Timestamps: 00:00 - Introduction 01:14 - Contractor of the Future Report 02:35 - How Farmington Collected Data from Over 1,000 HVAC Contractors 04:18 - What the Top 10-15% of Contractors Are Doing Differently 06:33 - Why Offering More Proposal Options Increases Sales 09:40 - Moving Beyond Good-Better-Best Pricing Models 11:34 - Should Contractors Walk Away from Certain Jobs? 14:18 - Building a Consistent Year-Round Marketing Strategy 19:05 - The Most Effective Lead Generation Channels in HVAC 20:15 - Using Social Media and TikTok to Grow an HVAC Brand 22:12 - Why Some Customers Create More Long-Term Value Than Others 23:38 - Maintenance Plans, Referrals, and the Lifetime Value of Premium Clients   Follow our Guest TJ O'Connor: LinkedIn: https://www.linkedin.com/in/tjoconnorfcg/  Company LinkedIn: https://www.linkedin.com/company/farmington-consulting-group/  Company Website: https://farmingtonconsulting.net/    Follow Gary McCreadie: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/  Website: https://www.hvacknowitall.com  Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/  Instagram: https://www.instagram.com/hvacknowitall1/    Follow Furman Haynes:  LinkedIn: https://www.linkedin.com/in/furmanhaynes/  WorkHero: https://www.linkedin.com/company/workherohvac/  Instagram: https://www.instagram.com/workhero__/

Most law firm owners track average case value — but that's only part of the picture. In this episode, Victoria breaks down why average lifetime value is the metric that truly moves the needle when it comes time to sell your firm. Using estate planning as a real-world example, Victoria walks through how a single client relationship can unfold across decades, and what that means for the overall value of your practice. She also explores how referral networks compound that value in ways most firms never think to measure. The difference between a firm that tells a buyer "our average case value is $2,500" and one that can demonstrate long-term, predictable client relationships? It can be the difference between a yes and a no — or between an average multiple and a great one. If you're thinking about selling in the next few years, this episode will change how you look at the clients you already have.   What You'll Learn: •⁠  ⁠The difference between average case value and average lifetime value — and why it matters to buyers •⁠  ⁠How to calculate the lifetime value of a single client relationship •⁠  ⁠Why sophisticated buyers care more about predictability than top-line revenue •⁠  ⁠How referral networks factor into a client's true value to your firm •⁠  ⁠Practical ways to start tracking lifetime value in your existing case management system •⁠  ⁠How to present this data to a buyer in a way that tells a compelling story •⁠  ⁠What it takes to successfully transfer client relationships — not just files — to a new owner   About Victoria Collier Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including prior military service and CPA training, she brings a unique perspective to the financial side of business valuations. She helps transform law firms into more valuable and sellable businesses while guiding attorneys through life after law.

Send us Fan MailThe Profit Academy for Interior Designers Doors are Now Open, sign up here:https://www.theprofitacademyforinteriordesigners.com/In this episode of The Business of Beautiful Spaces, Laura Thornton breaks down one of the most powerful numbers in your interior design business: Client Lifetime Value (LTV). Instead of judging a client by a single project, LTV helps you understand what a client is truly worth over time through repeat work and referrals.Laura walks you through how to calculate both Revenue LTV and Profit LTV, using a simple step-by-step method you can apply to your last 10 to 20 clients. You'll learn how to factor in repeat phases, referral value, and profit margin to get a realistic number you can actually use to make decisions.Then Laura explains why knowing your LTV changes everything, especially when it comes to marketing. Once you understand what one ideal client is worth, you can confidently decide what you can afford to spend to acquire a new client, evaluate marketing channels without emotion, and build smarter strategies to attract clients who stay, spend, and refer.Laura also shares a quick action plan you can complete this week to calculate your LTV and set a marketing budget target based on that number.Finally, if you're ready to think like a CEO and build pricing, scope, and profit systems that support long-term growth, Laura invites you to join The Profit Academy for Interior Designers, now available in three tiers:Self-Study Foundation ($699): Learn the framework independently with self-paced trainings, templates, scripts, and worksheets.Signature Profit Systems ($1,299): Get weekly live implementation calls, Q&A support, and cohort accountability alongside the full course.Profit Accelerator ($1,999): The highest level of support, including two private 1:1 mentorship sessions with Laura and personalized guidance to plug profit leaks and move faster.A free way to support our show is by leaving it a five-star rating and review on Apple Podcasts. It's a chance to tell us what you love about the show and it helps others discover it, too.Step-by-step guides, AI Chat GPT Made Simple and Claude Made Simple, start at the very beginning and then walk you through building your own role-based AI assistants, complete with prompts, checklists, and plug-and-play workflows you can implement immediately. Get both guides (and more designer resources) here: https://thebusinessofbeautifulspaces.com/designer-resourcesBe sure to follow along on Instagram @thebusinessofbeautifulspaces + @thorntondesign to stay up to date on what we're talking about next week. If you love our podcast, please, please, please leave us a review. If you have any questions or topic ideas OR you wish to be a guest email us thebusinessofbeautifulspaces@gmail.com or find us on instagram @thebusinessofbeautifulspacesLaura Thornton is the  principle designer of Thornton Design Inc, located in Kleinburg, ON.  Since founding the company in 1999, Laura has been committed to creating a new kind of interior design experience for her clients. Thornton Design is an experienced team of creative talents, focused on curating beautiful residential and commercial spaces in the Toronto, Ontario area and beyond. Now sharing all the years of experience with other interior designers to create a world of collaboration and less competition. The Business of Beautiful Spaces  I @thebusinessofbeautifulspacesThornton Design                                      I @thorntondesign

This special Organic Growth Podcast series is being recorded live at the McGuire Woods Healthcare Private Equity & Finance Conference in Chicago. In this first episode, Stewart Gandolf, CEO of Healthcare Success, sits down with Quin Wright, Senior Vice President of Real Rev, to discuss lifetime value.

Host: Andrew Birmingham, Editor - CX | Martech | Ecom Banks, telcos, and insurers are rethinking how they engage customers, shifting away from mass marketing campaigns toward real-time decisioning systems designed to respond to individual behaviour, according to Jonathan Tanner, a senior executive at Pegasystems. Tanner said many organisations still struggle with fragmented customer experiences, where interactions across channels are disconnected and force users to repeat themselves. “They get a very jarring experience,” he said, pointing to structural issues such as product silos and outdated segmentation models that fail to reflect how customers’ needs change over time. The emerging alternative is a decisioning approach that continuously evaluates customer context, including behaviour, signals and lifetime value, to determine the next best action. Unlike traditional campaigns, which Tanner described as a “blast approach” delivering only marginal returns, these systems aim to personalise interactions in the moment, sometimes choosing not to sell at all. “What we’re talking about here is a very different approach,” Tanner said. “It may not even be a selling decision at that point in time… but over time what that does is it builds that NPS, it builds that customer connection.” The shift requires a willingness to invest and the change. Firms are committing to significant investments annually over several years to build the underlying infrastructure. While returns can reach “multiple hundred percent,” Tanner said the gains depend on sustained investment and organisational change, not just technology deployment. “You’re not going to just wake up, implement this technology, and then suddenly discover that everything’s great,” he said, noting that many firms underestimate the effort required to align people, processes and systems. Artificial intelligence is central to the transformation, but Tanner warned against treating it as a single solution. Instead, organisations need to combine multiple approaches, including rules-based systems, statistical models and generative AI, each suited to different tasks. “If I’m making a decision that’s backed up by a set of very well-defined rules, why would I be hammering away at an LLM spending tokens… and getting a probabilistic decision?” he said. Deterministic systems, he added, remain critical for real-time execution, compliance and auditability. The stakes extend beyond marketing. Financial institutions are also using decisioning platforms to combat fraud, which is rising alongside real-time payments. Faster transactions benefit customers but also give fraudsters less time to be detected. “One of the best ways of preventing it is to add just a little bit of friction into the process,” Tanner said, citing examples such as delaying payments to new accounts. More broadly, Tanner said the most effective use cases focus on building trust rather than driving immediate sales. Examples include helping customers access government benefits or providing proactive support during financial hardship or natural disasters. “The obvious immediate reaction is, well, how can that possibly be a benefit to the bank?” he said. “But of course… it’s building customer loyalty… it’s building connection.” Looking ahead, Tanner expects the industry to move beyond the current hype cycle around AI and focus instead on practical outcomes. “I’d like to see us moving to it being more of a system-based conversation,” he said, where value is measured not by the technology itself but by the decisions it enables in real time.See omnystudio.com/listener for privacy information.

Want to win on Amazon? Join our chat with Michael and Joe Shelerud from Ad Advance. We'll simplify how to calculate your target ACOS and show you ways to make products that keep customers coming back, building a super strong brand in the process. Plus, we'll talk about boosting your repeat purchase rate to keep the sales rolling in.Get ready to race ahead in Amazon's marketplace with strategies that put you in the lead. This episode is a rerelease of one of our most popular episodes. Please note the resources and link section for any relevant updates.We'll see you in The PPC Den!

Most entrepreneurs are laser-focused on getting new clients — but that obsession might be exactly what's keeping them stuck. In Part 3 of the Mastering Multiple 6-Figure Years series, I'm breaking down the two metrics that separate businesses that compound from businesses that constantly restart: Lifetime Value and Customer Experience.If your business model requires a fresh batch of new clients every single month to hit your revenue goals, this episode is the honest conversation you didn't know you needed.In this episode:Why the real money is in the clients you already have — and how most entrepreneurs miss this entirelyWhat Lifetime Value actually means (and how to stop leaving it on the table)How to build natural client pathways so your business stops starting from zero every monthWhat a client experience worth talking about actually looks likeThe questions to ask yourself about where your business might have retention gapsScaling to multiple 6-figures? Apply for the CEO Mastermind here.Stabilizing your revenue before your scale? Get inside The Inner Circle here.Wanting Instagra to feel easier & more profitable? Grab the Socially Sold IG Playbook here.

Fernando Zandona, Chief Executive Officer, MambuSecuring the future of your bank means securing the next generation of customers. It is a fact that once people pick a bank, they very rarely switch. But how should incumbents square up to the challenges posed by the rush of neobanks coming to the market? How best to pivot without losing sight of core compliance, trust and scale? Fernando Zandona, CEO of cloud-native, software-as-a-service (SaaS) core banking platform Mambu speaks to Robin Amlôt of IBS Intelligence.

In this episode, I take a deep dive into one of the most debated topics in the membership world: why member lifetime value is actually more important than focusing solely on churn rates.I share my insights on reframing how we look at member retention and challenge the idea that churn makes the membership model less viable than courses or other digital products.Whether you're struggling to boost retention or just questioning your business model, this episode is packed with practical advice and a fresh perspective on what really impacts your bottom line.Get ready for a mindset shift that could transform how you approach your membership strategy!In this episode:Why is member lifetime value a more valuable metric to track than churn rate in a membership business?How should membership owners reframe their thinking when faced with member cancellations and natural churn?What's the real financial impact of churn compared to other business models like selling courses or client services?In practical terms, what steps can owners take to improve the overall value of each member rather than just fighting churn numbers?Thank You For ListeningI really appreciate you choosing us and for supporting the podcast.What's your next step?If you haven't launched your membership yet, I've made my signature Membership Roadmap Course completely FREE, walking you through exactly how to get set up for success!Already have a membership and looking to grow and scale? Join me inside Membership Academy where I'll help you take your membership to the next level.And if you found this episode valuable, I'd be eternally grateful if you would leave an honest review and rating for the show. They're extremely helpful when it comes to reaching our audience, and I read each and every one!Key Quotes & Takeaways:"If a member only stays for X months, then what's the point? Usually that's followed by, I might as well do X. So why would I run a membership? Because if members are only going to end up canceling after 10 months, then I might as well just sell online courses.""We debunk the whole myth that industry average churn rate is 3 months, and we actually debunk the idea of industry average at all. Now, if you had to pin it down and you absolutely had to give a thumb in the air industry average, it's more like 8 or 9 months.""If you get exactly the same amount of sales of a $500 course, the end result financially is still the same. Each sale of that course to you is worth $500 for the lifetime of your relationship with that person who buys the course. In the same way that the lifetime value of every individual person who joins your membership, that's $50 a month, 10% churn rate, is $500.""Churn rate is merely a factor in determining the end point after which you get no more money from that person. So when you use that definition, courses have a churn rate. It's just that churn rate is instantaneous because you get no more money from the sale of that course after the initial sale goes through. So it has a 100% churn rate."

For years, conversion copywriting has been treated as the gold standard in marketing.If the landing page converts, the copy is working…right?But what if conversion isn't actually the most important metric anymore?In this episode, I'm sharing why the copywriting is no long only about getting the sale. It also needs to speak to the right clients who stay.Because if someone buys once and disappears, something in the marketing experience was misaligned.Values-First Marketing shifts the focus from quick conversions to long-term relationships. And messaging that reflects your values clearly helps the right people recognize themselves in your work.When that alignment exists, marketing becomes easier, trust builds faster, and clients stay longer.What You Can Expect In This Episode:Why conversion rates don't tell the full story about your marketingHow Values-First Marketing filters the right clients before the saleThe concept of trust velocity and why it matters now (no one is talking about this!)The difference between fear-based urgency and inherent urgency (and why it matters for your bottom line).Why copywriting isn't actually about convincing people.If your clients are giving you a headache, this episode will help you rethink what your messaging so that it brings in your best-fit clients that you love to serve!➡️ SHOW NOTES: Grab all the links and resources mentioned in this episode on the blog here!https://www.megankachigan.com/conversion-copywriting-retention-strategyFREE RESOURCE: Copy not converting? Increase your conversion rate in 5-minutes a day when you join my free 5-day challenge “Why Isn't This Converting?”CONNECT WITH MEGAN:Join My Inbox Community → www.megankachigan.com/email Website → www.megankachigan.comLinkedIn → https://www.linkedin.com/in/megan-kachigan-loehr-9957684b/Threads → https://www.threads.net/@megankachiganInstagram → https://www.instagram.com/megankachigan/Join the Why Isn't This Converting?" Free 5-Day challenge to get more clients from your copy by clicking here!Know exactly what to fix in your copywriting with this "Why Isn't This Converting?" Free 5-Day Challenge. You'll get bite-sized email prompts where you'll apply one simple, high-impact fix in just minutes to make your content convert without having to re-write everything or constantly guess at what's going to work.

Send a textMost nonprofits track gift size.  The best fundraisers track lifetime value.Join Cara as she unpacks the lifetime value mindset and why recurring donors often become some of the most valuable supporters a nonprofit has. While major gifts create big moments, monthly donors quietly build the steady support that sustains a mission over time.What you'll learn in this episode:Why your quietest donors may be your most valuableHow a lifetime value mindset changes how fundraisers evaluate donor impactEffective but simple ways to engage and retain recurring donorsHow simple prompts can turn one-time gifts into monthly supportWhy this matters:When fundraisers shift from tracking gift size to understanding lifetime value, monthly donors often emerge as some of the most important supporters in their community.About Cara:Cara Augspurger is the Executive Director of Grace Care Center Foundation and an on-the-ground correspondent for The Nonprofit Podcast, sharing practical insights from real nonprofit leadership and fundraising experience.Topics covered in this episode: monthly giving | recurring donors | donor retention | nonprofit fundraising strategy | lifetime value | donor relationships | nonprofit leadership | recurring donationsWhat makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox's nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.Discover how Donorbox can help you help others!The Nonprofit Podcast, along with a wealth of nonprofit leadership tutorials, expert advice, tips, and tactics, is available on the Donorbox YouTube channel. Subscribe today and never miss an episode.Support the show

What happens when a demand generation specialist steps out from the comfort of high-growth SaaS startups to launch a growth marketing agency dedicated to quality over quantity? In this episode of Predictable B2B Success, Vinay Koshy speaks with Scott Gelber, founder of SIG Marketing, whose innovative approach has generated over $3.6 million in qualified inbound pipeline for Series A and Series B SaaS companies—all fueled by the power of Google Ads. Curious why Google Ads is not always a perfect fit for every SaaS business, or how to focus on prospects that truly make a difference? Scott Gelber shares lessons from his transition to agency life, revealing the criteria he uses to identify ideal clients and the frameworks he uses to prioritize qualified opportunities. Discover why automated bidding strategies may not work for B2B SaaS, the secret to optimizing landing pages, and the real math behind advertising ROI. Whether you are a SaaS marketer, founder, or growth enthusiast, this episode uncovers the building blocks of success in digital marketing and challenges conventional wisdom on ad strategy. Tune in for actionable insights you will not hear anywhere else. Some topics we explore in this episode include: From In-house to Agency: Scott Gelber describes his shift from demand gen specialist to marketing agency founder.Mindset & Strengths: The importance of constant testing, innovation, and learning in demand generation.Ideal SaaS Clients for Google Ads: Key criteria for targeting Series A/B SaaS startups, including market size and product maturity.Market & Product Fit: Why total addressable market and category familiarity matter for Google Ads success.Lifetime Value & Pricing: How average contract value and competitiveness influence campaign feasibility.Google Ads as a Lead Entry Point: Using ads to start conversations, including follow-up and multi-channel touchpoints.Campaign Setup & Optimization Framework: Scott Gelber's step-by-step process for campaign structure, reporting, and keyword selection.Landing Pages & Ad Copy: Strategies for developing relevant landing pages and differentiating ad copy.Managing Multiple Personas: Balancing messaging and campaign structure for companies with diverse buyer types.B2B SaaS Ad Strategy vs. Common Advice: Why B2B SaaS firms should prioritize manual bidding and tight targeting over Google's automated recommendations.and much, much more...

Unlock the secrets to landing high-paying, right-fit clients and taking your speaking business to the next level. In this episode, Gina Carr interviews Angelique Rewers, CEO of BoldHouse, who shares actionable advice for speakers looking to transform their impact and grow sustainably.* The biggest untapped opportunities speakers miss with corporate clients* How to maximize client lifetime value and avoid the "one-and-done" keynote trap* Building scalable training offerings (and when to bring in outside support)* The crucial role of AI in today's business landscape and how to position your expertise* The 5 rules of business every expert needs to accelerate growth and profitabilityBecome an NSA Member! https://nsaspeaker.org/join/#membership Learn more about your ad choices. Visit megaphone.fm/adchoices

Most practices track numbers, but very few track the metrics that actually drive growth. Dr. Pete and Dr. Stephen break down the ten measurements that determine whether a practice is building momentum or quietly leaking it. This conversation reframes metrics away from surface-level activity and into leadership tools that reveal retention, stability, and profitability. By clearly separating practice metrics from business metrics, the framework shows how operational performance and financial outcomes are directly connected. The result is clarity and control. When the right metrics are measured consistently, decisions become simpler, leadership becomes stronger, and growth becomes predictable.In This Episode You Will:Understand the10 core metrics that determine retention and long-term growthLearn how practice-side metrics and business-side metrics work togetherSee why retention begins at conversion and compounds through complianceDiscover which numbers reveal truth versus vanityClarify how better measurement leads to better leadership decisionsEpisode Highlights06:34 - Dr. Pete frames the series around the two sides of the coin and why commitment is the center that makes both work08:30 - Dr. Stephen clarifies the three identities required to grow: doctor, operator, and business owner14:26 - The conversation defines KPIs as the measurement system that organizes focus and exposes what to fixPractice Metrics19:14 - Stick rate defines how long people stay under care and where retention breaks down by visits, months, or milestones22:32 - Kept visit average (KVA) is introduced as the daily retention signal showing how consistently people show up as scheduled25:24 - Compliance percentage is established as the core retention driver indicating whether patients follow care recommendations26:37 - Inactives and churn rate expose how many people are silently leaving and why defining “active” matters31:30 - Total active patients reframes growth away from visits per week and toward the size of the active care baseBusiness Metrics33:29 - Collection visit average (CVA) measures what the practice collects per visit and can be segmented by stage of care35:06 - Lifetime value (LTV) connects retention to economics by combining patient visit average with collection visit average39:49 - Total revenue is tied back to retention through volume of visits driven by people staying in care40:29 - Monthly recurring revenue (MRR) and annual recurring revenue (ARR) are positioned as the stability engine of the model41:51 - Retained revenue measures the durability of the recurring model by showing how much revenue stays after churn Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/  To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

In this episode of Pathmonk Presents, Kevin sits down with X Wang, founder of Essence of Email, to break down what actually drives retention and long-term revenue for ecommerce brands. X shares how his agency focuses on email and SMS as performance marketing channels, balancing short-term revenue with lifetime value. The conversation dives into common mistakes brands make by either over-sending or under-utilizing their lists, how deliverability and ISP rules impact results, and why segmentation and timing matter more than volume. X also explains how a website should support conversions by building trust, handling objections early, and reinforcing relevance. This episode offers practical insights for marketers looking to improve retention without burning their audience.

The PRACTICE is the Clinical Entity that exists to deliver better health outcomes for the PATIENT.The BUSINESS is the Economic Engine that exists to drive Profit for the Owners and the Team.  Dr. Stephen and Dr. Pete kick off a powerful five-part series that reframes growth through a clear distinction most owners struggle with: the difference between a remarkable practice and a remarkable business. And this struggle is costing them in terms of impact, income - and sleep!Using MARKETING data, KPIs, and real-world examples, they unpack how your practice ATTRACTION operations drive patient impact while your business's MARKETING metrics determine sustainability, profitability, and freedom. This MARKETING conversation sets the foundation for 2026 by showing how aligning teams not just with purpose, but with financial clarity, becomes the true growth accelerator. When the practice and business work together, momentum follows.In This Episode You Will:Understand the difference between a remarkable practice and a remarkable businessLearn why practice success does not automatically create business healthSee how KPIs clarify accountability on both sides of the coinDiscover why teams must understand profit, not just purposeClarify how practice metrics and business metrics drive different outcomesEpisode Highlights00:57 – Learn why this episode serves as the foundation for a five-part series separating the responsibilities of the practice from the realities of the business.01:43 – Discover how assigning clear KPIs becomes the fastest path to clarity, accountability, and meaningful traction.04:32 – Recognize why elevating business understanding across the entire team is essential for the future of chiropractic.06:37 – Reflect on how leadership is tested when personal loss intersects with professional responsibility and organizational culture.09:28 – Understand why emotional resilience and relationships are as critical to sustainability as systems and strategy.14:31 – See the defining distinction between the practice as a clinical entity and the business as an economic engine.16:44 – Clarify how financial alignment transforms team motivation by connecting effort to shared outcomes.18:15 – Discover why owning both sides of the practice and the business reshapes leadership and team engagement.23:57 – Learn how operational systems drive patient outcomes while business systems determine financial performance.35:20 – Recognize how mastering a small set of business metrics replaces marketing anxiety with confidence and peace of mind. Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/Golden Ticket Giveaway to the Upcoming Immersion - DM the words ‘Podcast Business Immersion' on The TRP Instagram page - https://www.instagram.com/theremarkablepractice/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

The Value of LTV:CAC Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The Lifetime Value to Cost of Customer Acquisition ratio is called LTV:CAC and is a useful ratio in determining the health of a startup. To calculate the Lifetime value, take the monthly revenue and divide by the churn rate. To calculate the Cost of Customer Acquisition, take the number of new customers for a month and divide by the cost of sales and marketing for that month. Compare the LTV to CAC to determine the ratio. The ratio must be at least 3:1 to prove the business viable. The higher the LTV:CAC, the higher the gross margins and profit margins. This provides a greater reinvestment rate into the business. Investors place a higher valuation on startups with higher LTV:CAC ratios. SaaS businesses often have a 5:1 LTV:CAC, which comes from the recurring revenue. SaaS businesses at the Series A level often have a 7:1 LTV:CAC. The higher the multiple, the higher the growth rate for the company. Check the LTV:CAC rate of a startup to determine its growth prospects. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

Want higher retention, more referrals and a stronger lifetime value without constantly relying on new customer acquisition? This episode is for you. I'm breaking down how to increase adoption fast so customers actually use what they buy, get a quick win, and build the kind of momentum that turns into long-term results, renewals, and word-of-mouth growth. You'll learn the shift that changes everything: it's not enough to sell the product, it's your responsibility to design an experience that makes starting frictionless, progress obvious, and consistency more likely. I walk you through 5 practical levers to drive usage, including simplifying the first step, building smart reminders and cues, using proactive check-ins that reduce cancellations and returns, creating community and recognition that reinforces identity, and leveraging social proof to keep belief high while results catch up.   HIGHLIGHTS Why usage beats acquisition and how it impacts retention, referrals, and lifetime value. The real reason customers cancel, return, or churn even after an excited purchase. How to design a "fast start" experience that creates an early win and reduces drop-off. The 5 most effective ways to increase adoption (without becoming high-maintenance.) How to use reminders, community, and recognition to build habit and consistency. Why "perception is reality" when customers decide whether your offer is worth it. How retention improves your CAC-to-LTV math, and why that changes everything.   RESOURCES Join the most supportive mastermind on the internet - the Mentor Collective Mastermind! Make More Sales in the next 90 days - GET THE BLUEPRINT HERE! Check out upcoming events + Masterminds: chrisharder.me Text DAILY to 310-421-0416 to get daily Money Mantras to boost your day.   FOLLOW Chris: @chriswharder Frello: @frello_app

Send us a textMany sellers focus too much on PPC budgets when Q1 hits, but it's your bids that drive real results. After the holidays, your strategy should shift to match reduced demand, lower storage fees, and break-even ACOS targets. This video unpacks how to think long- and short-term with paid ads.Let's audit your Q1 PPC strategy and stop wasteful spending before it snowballs: https://bit.ly/4jMZtxu#AmazonPPC #Q1strategy #ACOSgoals #EcommerceAds #amazonadvertising --------------------------------------------------------------------------Want free resources? Dowload our Free Amazon guides here:Amazon PPC Guide 2026 is here!: https://bit.ly/4lF0OYXAmazon SEO Toolkit 2026: https://bit.ly/4oC2ClTQ4 Selling Playbook: https://bit.ly/46Wqkm32025 Ecommerce Holiday Playbook: https://bit.ly/4hbygovAmazon Crisis Kit: https://bit.ly/4maWHn0TIMESTAMPS00:00 – Should You Adjust PPC Budgets Manually in Q1?00:11 – Why Bids Are More Important Than Budgets00:33 – How Amazon Handles Budget Spikes01:00 – Bids, Clicks, and Conversion Strategy After Holidays01:37 – Should PPC Strategy Be Long-Term or Short-Term?02:27 – Lifetime Value vs. One-Time Purchases in PPC03:13 – When Losing Money on Ads Makes Sense03:42 – Matching Strategy to Market Size and Product Type03:47 – Calculating Break-Even ACOS After Holidays04:19 – Why Break-Even May Shift in January________________________________Follow us:LinkedIn: https://www.linkedin.com/company/28605816/Instagram: https://www.instagram.com/stevenpopemag/Pinterest: https://www.pinterest.com/myamazonguys/Twitter: https://twitter.com/myamazonguySubscribe to the My Amazon Guy podcast:My Amazon Guy podcast: https://podcast.myamazonguy.comApple Podcast: https://podcasts.apple.com/us/podcast/my-amazon-guy/id1501974229Spotify: https://open.spotify.com/show/4A5ASHGGfr6s4wWNQIqyVwSupport the show

In corporate development and finance, the excitement of an acquisition often masks the underlying risks. Financial Due Diligence (FDD) is the structured investigation into a company's total financial health. It is the crucial "forensic" step that moves a deal from celebration to investigation, determining whether a transaction is a winning strategy or a multi-billion dollar mistake.The 5 Pillars of Financial Due DiligenceTo assess risk and validate value, finance teams focus on five critical areas in the financial data room:1. Quality of Earnings (QoE)This is the bedrock of FDD. It separates "accounting profits" from repeatable, sustainable core performance. Teams look for Normalization Adjustments, stripping away one-time legal settlements or non-market salaries to find the true Adjusted EBITDA.2. Revenue and Customer AnalysisHigh revenue numbers can be deceiving. Analysts dig into:Customer Concentration Risk: If one customer accounts for 40% of revenue, the valuation must be discounted due to instability.Churn Rates: Understanding why customers leave and how long they stay.Revenue Quality: Differentiating between recurring contracts and one-time projects.3. Working Capital and Cash Flow HealthThis pillar determines if paper profits convert to usable cash. Red flags include:Accounts Receivable Aging: Customers paying slower and slower, masking potential bad debt.Inventory Turnover: Massive buildups that suck cash out of the business without guaranteed future sales.4. Debt and Off-Balance Sheet ItemsLurking "landmines" can blow up deal economics. Analysts search for:Pending litigation or unknown tax exposures.Underfunded pension liabilities.Environmental cleanup costs.5. Forecast AssessmentEvery target company presents a "conservative" growth story. FDD stress-tests these assumptions by modeling the unit economics (e.g., Customer Acquisition Cost vs. Lifetime Value) and building conservative "downside" scenarios.The Role of FP&A: The Bridge to IntegrationIf you are in FP&A, your role is pivotal. You are the bridge between historical numbers and the forward-looking plan. Your team must:Tear apart growth claims: If a company claims 20% growth, what is the required hiring plan and CapEx?Scrutinize Synergies: Cost synergies (office closures) are reliable; revenue synergies (cross-selling) are highly speculative and should be heavily discounted in models.Final Strategic ThoughtFDD is not a box-checking exercise; it is the firewall that protects shareholder value. Master it by prioritizing the Quality of Earnings and never letting deal enthusiasm override forensic investigation.

Send us a textRyan Pineda and Dean Graziosi dive deep into building high-value customer journeys, mastering leadership for scale, and the marketing mindset required to grow from $10M to $100M in business.⁣⁣Watch the full interview here - https://youtu.be/oXV7QIJU4O8⁣⁣Connect with Dean:⁣IG: https://www.instagram.com/deangraziosi/⁣YouTube:  @deangraziosi ​⁣__________⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Want to scale your business? Attend our next Forge event! https://theforge.vip⁣⁣Join a free Bible study for Christian business leaders. https://www.tentmakers.us⁣__________⁣⁣CHAPTERS: ⁣0:00 – Building a 9-Figure Business⁣0:52 – The Value Ladder Strategy⁣2:45 – Designing the Perfect Customer Journey⁣4:00 – Attracting the Right Clients (Not Tire Kickers)⁣6:00 – Lifetime Value vs. Acquisition Cost⁣6:39 – Going from $10M to $100M⁣10:00 – Modern Marketing That Actually Works⁣12:30 – Mastery Over HypeLearn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

Wondering what your marketing agency is actually doing, and whether it's truly bringing new clients through the door?In this episode of the Grow Your Clinic podcast, we unpack the must-know foundations clinic owners need before handing over a single marketing dollar. We break down the core definitions that shape every campaign - what a real conversion is, how to calculate your Client Acquisition Cost, why Lifetime Value matters, and what ROI should realistically look like for your clinic. You'll learn how to set clear expectations, ask the right questions, and avoid the common misalignment that leads to wasted spend and disappointing results.We also explore how to build a transparent, collaborative relationship with your agency, one where reporting is simple, next steps are clear, and both sides are accountable. If you want marketing that genuinely delivers new clients, not just pretty reports, this conversation will give you the clarity and confidence to get it right.Need to systemise your clinic? Start your free trial of Allie! https://www.allieclinics.com/ In This Episode You'll Learn: 

Nick talks to Allan Dib, author of The 1-Page Marketing Plan and Lean Marketing, about the power of simplification in marketing and business growth, particularly for those with seven- to eight-figure businesses.  Allan shares his core philosophy, the structure of his 9-box marketing plan, and the importance of focusing on a "rich life" by design. KEY TAKEAWAYS Simplification is crucial in marketing, as complexity often hampers execution and leads to procrastination. Allan's 1-Page Marketing Plan is a 9-box framework that simplifies the entire customer journey. Focus on specialisation (niching) and avoid the temptation to widen your market, as being highly specialised allows you to charge more, resonate better with customers, and communicate with higher precision. The only two marketing metrics that truly matter are Cost of Customer Acquisition (CoCA) and Lifetime Value (LTV). All other metrics are merely tools to help troubleshoot or optimise these two primary figures. Convert customers by delivering a world-class experience and orchestrate referrals by making the referrer look good, which creates positive goodwill and brand equity for your business. BEST MOMENTS "My role in simplification is to simplify the complex." "The only two metrics that really, really matter are your Cost of Customer Acquisition and Lifetime Value." "If you do the first parts of your marketing right, sales becomes so easy and frictionless." "How do we get to that rich life, how do we live a life that's essentially awesome?" VALUABLE RESOURCES Exclusive offer for SCALE UP listeners! Level up your marketing with The 1PMP Architect, a free tool by Allan Dib that builds your custom marketing plan. Access it here: leanmarketing.com/scaleup  Allan Dib on LinkedIn - https://au.linkedin.com/in/allandib Allan Dib on Instagram - https://www.instagram.com/allandib/?hl=en Lean Marketing With Allan Dib on YouTube: https://www.youtube.com/@LeanMarketingOfficial To get your copy of Nick's new book, go to http://bit.ly/4ngC2hO Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in Nick's LinkedIn: https://www.linkedin.com/in/realnickbradley Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits. This Podcast has been brought to you by Disruptive Media. ⁠https://disruptivemedia.co.uk/

Amy Stockberger, CEO of Amy Stockberger Real Estate, shares her groundbreaking Lifetime Home Support (LHS) model, which generates repeat and referral business. She details how her team of "serverpreneurs" converted every cost center into a profit center, generating $385,000 annually from 110 vendor partners. Amy reveals the crucial flaw in her previous business and shares her firm's rule for AI adoption: if employees aren't using AI first, they are being "irresponsibly unproductive". Give your clients the competitive edge with Zillow's Showcase. Discover how this exclusive, immersive media experience—featuring stunning photography, video, virtual staging, and SkyTour—helps agents drive more views, saves, and shares. Agents using Showcase on the majority of their listings on Zillow list 30% more homes than similar non-Showcase agents. Learn how to stand out and become the agent sellers choose. https://www.zillow.com/agents/showcase/   Follow these links for resources mentioned in the show: Top 10 VIP Items  HST Framework  Competitive Analysis   Connect and learn more about Amy on Instagram - Facebook. And online at amystockberger.com, lifetimehomesupport.com, amystockberger.com/press.    Subscribe to Real Estate Insiders Unfiltered on YouTube! https://www.youtube.com/@RealEstateInsidersUnfiltered?sub_confirmation=1   To learn more about becoming a sponsor of the show, send us an email: jessica@inman.com You asked for it. We delivered. Check out our new merch! https://merch.realestateinsidersunfiltered.com/   Follow Real Estate Insiders Unfiltered Podcast on Instagram - YouTube, Facebook - TikTok. Visit us online at realestateinsidersunfiltered.com.   Link to Facebook Page: https://www.facebook.com/RealEstateInsidersUnfiltered Link to Instagram Page: https://www.instagram.com/realestateinsiderspod/ Link to YouTube Page: https://www.youtube.com/@RealEstateInsidersUnfiltered Link to TikTok Page: https://www.tiktok.com/@realestateinsiderspod Link to website: https://realestateinsidersunfiltered.com This podcast is produced by Two Brothers Creative. https://twobrotherscreative.com/contact/  

Fokus statt Füllstand – warum eine scheinbar volle Pipeline dir trotzdem den Umsatz kaputt macht und wie du deinen Vertrieb fokussieren und das Schrotflintensyndrom im Vertrieb ein für alle Mal loswirst. Vielleicht kennst du das: Die Pipeline ist voll, überall „heiße" Opportunities, jede Menge Angebote im System, Pre-Sales und Technik sind permanent am Limit – und trotzdem bricht dir am Monats- oder Quartalsende der Forecast zusammen. Angebote werden x-mal geschoben, Deals sterben leise oder verwandeln sich in Zombie-Chancen, die seit Monaten niemand mehr ernsthaft nachfasst. Nach außen sieht alles busy aus – aber unterm Strich kommt viel zu wenig Business raus. Genau hier zeigt sich, wie wichtig es ist, den Vertrieb zu fokussieren statt nur Aktivitäten zu zählen. Genau das ist das Schrotflintensyndrom: Es wird auf jede Anfrage geschossen, Hauptsache Pipeline-Füllstand. Jeder, der irgendetwas anfragt, bekommt ein Angebot – egal, ob er zu deinem idealen Kundenprofil passt oder nicht. Verkäufer werden zu Anfragen-Verwaltern statt zu Umsatz-Machern. Das Problem: Während ihr brav Angebote schreibt, gehen die wirklich potenzialstarken Kunden und Deals an euch vorbei. Die eigentlichen Kosten sind nicht die geschriebenen Angebote – es sind die Lost-Opportunity-Costs. Ein fokussierter Vertrieb arbeitet genau andersherum: weniger Anfragen, aber deutlich bessere Trefferquote. Wie kommst du da raus und kannst deinen Vertrieb fokussieren? Der erste Schritt ist radikale Klarheit: Wer ist dein Ideal Customer Profile (ICP)? Mit welchen Kunden verdienst du richtig Geld, wo laufen die Projekte sauber, wo sind Reklamationen gering und Lifetime Value hoch? Wenn dein Vertrieb nicht ganz genau weiß, für wen ihr wirklich unterwegs seid, sagst du automatisch zu vielen falschen Anfragen „Ja" – und blockierst damit Zeit, Kapazität und Fokus. Der zweite Schritt ist systematische Qualifizierung. Statt „Kunde fragt, wir schicken Angebot" brauchst du einen klaren Quali-Prozess: Passt der Kunde zum ICP? Gibt es Budget, echten Schmerz, einen Entscheider mit Power und eine klare Timeline? Methoden wie BANT, MEDDIC oder SPICED helfen dir, genau diese Fragen strukturiert zu stellen und Deals sauber einzuordnen. Wenn du deinen Vertrieb fokussieren willst, musst du die Hürden für ein Angebot erhöhen: Je höher dein Aufwand für Angebot, Demo oder Prototyp, desto höher müssen auch die Anforderungen an Informationstiefe und Abschlusswahrscheinlichkeit sein. Das verändert auch die Rolle des Verkäufers: Weg vom Auftragsannehmer, hin zum Prozessführer. Ein guter Vertriebler führt den Kunden durch seinen Entscheidungsdschungel – inklusive Unsicherheiten, Prioritätskonflikten und interner Politik. Wenn der Kunde den Nutzen deiner Lösung in Euro versteht, übernimmst du die Führung: Du definierst gemeinsam den Entscheidungsfahrplan, vereinbarst klare nächste Schritte und sorgst dafür, dass aus Chancen Aufträge werden. So kannst du deinen Vertrieb fokussieren auf Deals mit echter Abschlusswahrscheinlichkeit, statt jedem „Vielleicht" hinterherzulaufen. Besonders gefährlich ist, wenn du nur auf Checklisten setzt, ohne Verhalten zu verändern. Ein einmaliges Training oder eine neue Regel „ab morgen qualifizieren wir besser" reicht nicht. Du brauchst Verständnis im Team, Einsicht, warum Fokus wichtiger ist als Füllstand, eine gemeinsame Sprache im Vertrieb – und dann Konsequenz in der Umsetzung. Das ist ein Change-Prozess, kein PDF im Intranet, wenn du wirklich dauerhaft deinen Vertrieb fokussieren willst. Mein Tipp: Geh deine Pipeline einmal radikal durch. Welche Opportunities würden mit sauberem ICP und echter Qualifizierung sofort rausfliegen? In vielen Projekten schrumpfen wir die Angebotsliste um die Hälfte bis zu zwei Drittel – und erst dann wird sichtbar, wie es um den Vertrieb wirklich steht. Ab da kannst du aktiv planen: Welche Zielkunden willst du bewusst gewinnen, welche Aktivitäten brauchst du dafür und wie baust du Schritt für Schritt einen potenzialorientierten, aktiven Vertrieb auf? Wenn du deinen Vertrieb fokussieren, raus aus dem Schrotflintensyndrom und mit weniger, aber besseren Angeboten deutlich mehr Umsatz und Marge holen möchtest, dann ist diese Folge für dich. Ich zeige dir, wie du mit ICP, Qualifizierungsmethoden und einem klaren System deine Pipeline entschlackst und aus „super busy" endlich „super business" machst.  

Thanks to our partners Promotive and Wicked FileHow much does it really cost your shop to win a new customer, and is it worth it?Most shop owners don't realize they're spending hundreds, sometimes thousands of dollars just to bring in a single new face, and in some cases, they're losing money on every “win.”In this episode, Hunt Demarest, CPA with Paar Melis and Associates, breaks down the real cost of customer acquisition and why understanding Customer Acquisition Cost (CAC) and Lifetime Customer Value (LTV) can make or break your business.Hunt exposes the hidden math behind flashy ad campaigns that fail to pay off, showing how every dollar spent should be tied to measurable, long-term value. Whether you're trying to grow your car count or cut wasted marketing spend, this episode will help you see what your customers are truly worth and how to make every one count.What you'll discover…(00:15) Why CAC and LTV are key to making sense of your marketing spend(02:30) Why percentage-based ad budgets often fail auto repair shops(05:05) What happens when you expect your ads to “pay off in one visit”(07:10) How to calculate Customer Acquisition Cost (11:15) Understanding Lifetime Customer Value (16:20) Analyzing CAC and LTV for smarter business decisions(20:20) Proven strategies to improve CAC and LTV in your shop(24:35) Why word-of-mouth shops can have zero acquisition cost and massive lifetime valueThanks to our partner PromotiveIt's time to hire a superstar for your business; what a grind you have in front of you. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit https://gopromotive.com/Thanks to our Partner WickedFileTurn chaos into clarity with WickedFile, the AI for auto repair shops. Transform invoices into insights, protect cash flow, and stop losing parts, cores, or credits to maximize your bottom line. visit https://info.wickedfile.com/Paar Melis and Associates – Accountants Specializing in Automotive RepairVisit us Online: www.paarmelis.comEmail Hunt: podcast@paarmelis.comText Paar Melis @ 301-307-5413Download a Copy of My Books Here:Wrenches to Write-OffsYour Perfect Shop The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open DiscussionDiagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental Health, Matt Fanslow is Lifting the Hood on...

Want to raise more money without adding more work? In this episode, I break down the three simple levers that can exponentially increase your donor lifetime value. You'll learn how to make small, strategic changes, like improving retention, boosting average gifts, and increasing giving frequency, that add up to huge results. A little growth in each area can multiply your fundraising impact faster than you think. Episode Highlights 01:15 Main Topic: Growing Donor Lifetime Value 02:01 Three Key Levers to Increase Donor Value Resource The Board Clarity Club A monthly membership for boards that provides training and live expert support to help your board have total clarity on how to be the best board possible. Learn More >> About Your Host Have you seen Casino Royale? That moment when Vespa slides in elegantly, opposite James, all charming smile, razor-sharp wit and mighty brainpower, and says, "I'm the money"? Well, your host, Sarah Olivieri has been likened to Vespa by one of her clients – not just because she's charming, beautiful and brainy– but because that bold statement "I'm the money" was, as it turned out, right ON the money. Sarah helps nonprofits transform their organizations from failing to thriving. And she's very, very good at it. She's brought nonprofits back from the brink of insolvency. She's averted major cash-flow crises, solved funding droughts, board conflicts and everything in between… and so she has literally become "the money" for many of the organizations she works with. As the former director of 3 nonprofits and founder of 5 for-profit businesses, she understands, deeply, the challenges and complexities facing organizations and she's created a framework, called The Impact Method®️, which can help you simplify operations, build aligned teams and make a bigger impact without getting overwhelmed or burning out – and Every. Single. One. Of her clients that have implemented her methodologies have achieved the most incredible results. Sarah is also a #1 international bestselling author, holds a BA from the University of Chicago with a focus on globalization and its effect on marginalized cultures, and a master's degree in Humanistic and Multicultural Education from SUNY New Paltz. Access additional training at www.pivotground.com/funding-secrets or apply for the THRiVE Program for personalized support at www.pivotground.com/application Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this episode, hosts Chris Boyer and Reed Smith explore why traditional healthcare marketing is falling behind, and how focusing on relationships instead of reach may be the only sustainable path forward. They unpack the data showing the industry's growing gap between visibility and value: Only 28% of healthcare marketers have a documented content strategy. 65% of patients search online before contacting a provider, yet most health system sites still frustrate or confuse. Retention costs up to 25x less than acquisition, but most budgets are still chasing awareness. Chris and Reed discuss how loyalty and lifetime value (LTV) are reshaping the marketing playbook - arguing that connection, not conversion, is the next competitive advantage. They explore what happens when hospitals treat patients as long-term partners instead of one-time encounters, and how CRM, automation, and authentic storytelling can turn engagement into measurable growth. Key themes of this episode include: Why healthcare must shift from transactional outreach to relational engagement How trust and personalization directly influence lifetime value Practical steps to audit patient touchpoints and measure engagement beyond claims data Why the future of marketing belongs to teams who build community, not campaigns Mentions from the Show: Calculating the Lifetime Value of Review-Generated Patients: The Complete ROI Framework for Healthcare Providers Reed Smith on LinkedIn Chris Boyer on LinkedIn Chris Boyer website Chris Boyer on BlueSky Reed Smith on BlueSky Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you know if you're charging the right fees, tracking the right numbers, or investing enough in marketing to grow your clinic? Join Dr. Stephen and Dr. Josiah Fitzsimmons of Lucro to answer those exact questions and share a clear path to building a profitable, purpose-driven practice. Together they walk through the numbers that matter most—lifetime value, customer acquisition cost, conversion rates, and schedule capacity—and show how to use them as tools for confident decision-making. Dr. Josiah's journey went from scaling to $15M, weathering a steep drop to $5M, and rebuilding stronger than ever with a $7M practice and a mission-driven model. Taking this experience and new found appreciation of REALLY knowing your numbers: his new book-keeping business, Lucro, is helping other chiropractors simplify their data and find profit margins they can reinvest into people, technology, and marketing. By combining structure with purpose, you'll discover how to grow without guesswork and create a patient experience that drives both retention and impact.In this episode you will:Learn a quick break-even ROAS rule using your true profit margin. See why most clinics underspend on marketing and how to set CAC targets with confidence. Find the conversion-rate “sweet spot” that signals it's time to raise prices. Calculate real schedule capacity and close the gap between potential and actual volume. Upgrade the care experience to increase PVA and lifetime value. Episode Highlights02:35 See how structure, KPIs, and accountability create the foundation for a scalable clinic.03:30 Understand the five business domains and how removing one constraint unlocks expansion.04:33 Hear how early discipline and work ethic shaped Josiah's leadership journey.05:28 Discover how visiting more than 50 clinics before opening led to a seven-figure first year.06:42 Find out what other industries taught Josiah about structure, metrics, and scalability.07:34 Learn how applying the TRP operating system turned frustration into growth and momentum.08:58 Understand why knowing your numbers matters less than knowing what to do with them.09:51 See the difference between operational metrics and financial metrics and why both are essential.12:12 Explore the four Ps of a successful clinic—purpose, product, people, and profit.14:27 Learn how profit creates freedom to invest in marketing, people, and technology.16:38 Understand why undercharging limits impact and weakens your ability to serve.19:17 Discover how to calculate and use the LTV-to-CAC ratio for smarter marketing decisions.22:50 Learn a simple formula that shows your break-even return on ad spend.25:21 See how using data instead of emotion builds clarity and calm in decision-making.27:16 Understand how your conversion rate reveals when it's time to raise prices.30:04 Learn how to measure schedule utilization and close the gap between potential and reality.32:45 See why most clinics run at only a fraction of capacity and how to change that.34:18 Discover how retention, education, and value delivery increase lifetime patient relationships.35:33 Learn how to design a “Disney Experience” that makes care memorable and personal. Resources MentionedTo learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Send us a textEver wonder if you're wasting money on marketing or not spending enough to truly grow your studio? You're not alone. Most studio owners rely on guesswork, copying competitors, or arbitrary budgeting - approaches that lead to either burning cash without results or stunting growth through underinvestment.In this eye-opening episode, I break down the critical formula successful studios use to optimize their marketing spend: the Lifetime Value to Customer Acquisition Cost (LTV/CAC) ratio. This powerful metric transforms how you view marketing expenses by showing exactly what you should spend to acquire new members based on their long-term value to your business. The ideal ratio? 3:1 - for every dollar spent on acquisition, aim to generate three dollars in lifetime value. I walk through practical examples, like how a studio charging $300 monthly with 10-month average retention can confidently spend up to $1,000 to acquire each new member while maintaining healthy profitability.What makes this approach particularly valuable is its ability to evaluate different marketing channels. Google ads might attract members who stay longer than those from Facebook campaigns. Community events might bring fewer leads but with higher conversion rates and retention. By tracking channel-specific metrics, you'll discover where to double down and where to cut back, optimizing your entire marketing strategy. As HubSpot research confirms, businesses tracking these metrics grow 2.5 times faster than those flying blind. Download our free worksheet from the description to calculate your own LTV/CAC ratio and transform your studio's growth trajectory. Stop guessing with your marketing budget - start scaling with confidence based on real numbers that matter.Support the showSubscribe to our Newsletter: https://creatitive.com/fit-to-grit-cast/

Are you tracking marketing numbers or the right marketing metrics that actually grow your clinic? Dr. Pete and Dr. Stephen reveal the ten metrics that matter most so you can attract seekers, raise show rates, and spend your ad dollars with confidence. They walk through how to organize internal, external, and digital lead streams, define what makes a true lead, and keep reactivations on your weekly scorecard. On the financial side, you will see how CPL, CAC, LTV, LTGP, ROI, and ROAS connect the dots between marketing and money, giving you the clarity to scale with certainty.In this episode you will:Learn how to organize attraction into internal, external, and digital lead streams with clear targets.See how to define a lead, an opportunity, and a conversion so your numbers are apples to apples.Discover how to raise Day 1 how rate toward 90% using stronger day-zero processes.Understand why reactivations belong on a weekly scorecard and how they drive net momentum.Connect dollars to results using CPL, CAC, LTV, LTGP, ROI ratios, and ROAS. Episode Highlights01:32 - Learn how to identify the marketing metrics that actually grow your practice.02:21 - Discover how the patient journey begins with seekers and why your message matters.03:00 - Understand the heart-head-hands-feet framework and how it shapes marketing clarity.06:15 - Find out the two categories of metrics that give you the clearest picture of growth.08:13 - See how internal, external, and digital lead streams work together.10:56 - Learn to separate operations metrics from business metrics for better focus.13:19 - Discover how a scoreboard builds focus, accountability, and results.17:06 - Learn how internal, external, and digital leads should stay balanced for healthy growth.19:03 - Discover how to set targets and benchmarks so your marketing goals stay on track.20:56 - Learn how to define a true lead so your reporting stays consistent.21:43 - See how tracking show rate turns leads into real opportunities.23:48 - Learn why reactivations drive net momentum and should be on your scorecard.24:16 - Discover how improving day-zero processes can raise your show rate.28:14 - Understand the five financial metrics that reveal efficiency and effectiveness.29:22 - Discover how LTV and LTGP show long-term growth and profit potential.30:59 - Learn how ROI ratios and ROAS guide smarter marketing investments.32.39 - Coach Oz chats with Success Partner, Dr. Andrew Powell of Better Balance Orthotics, who shares his journey from struggling with flat feet to pioneering orthotics that truly improve posture, balance, and overall patient outcomes. Discover how these innovative orthotics go beyond traditional solutions—helping not just with foot pain but also with headaches, back issues, and fall prevention. Resources MentionedDownload your copy of the Top 10 Marketing Metrics here: https://theremarkablepractice.com/podcast-ep326-mktgmetricsJoin the TRP Remarkable Attraction Immersion - Oct 24 & 25 in Adelaide, AUS - https://theremarkablepractice.com/upcoming-events/For more information about Better Balance Orthotics please visit: https://betterbalanceorthotics.com/Schedule a Strategy Call with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcastor follow on your favorite podcast app.

In this episode, I wanted to share my comprehensive guide on how to build a world-class referral program for your veterinary practice. Referrals are truly the lifeblood of so many successful clinics, but the reality is that most practices don't have a structured system in place to maximize this powerful growth channel. I'll walk you through why referrals matter so much, the data behind their impact, and — most importantly — how you can create a referral engine that consistently brings in high-quality clients and strengthens your reputation in the community. We'll start by talking about the foundation: delivering remarkable client experiences that naturally inspire word-of-mouth. I'll share actionable ideas for creating those memorable “wow” moments, from handwritten thank-you notes to personalized video messages and unique welcome gifts. Then, I'll break down how to skillfully and confidently ask for referrals without feeling awkward or “salesy,” including scripts and open-ended questions that actually get results. Plus, I'll cover how to make referrals easy and trackable — using everything from referral cards to digital tools and pre-written messages your clients can share with friends. But it doesn't stop there. I'll dive into designing compelling referral incentives that motivate both your clients and their friends, and I'll show you how to expand your referral network beyond just clients by partnering with local businesses like groomers, trainers, and pet stores. We'll also discuss the importance of following up and recognizing your top referrers, tracking and optimizing your program, and getting your whole team on board for maximum impact. To top it off, I'll share ideas for running referral campaigns and events that really boost engagement and excitement. By the end of this episode, you'll have a step-by-step blueprint for building a referral program that's not only effective but also sustainable for the long haul. Whether you're just getting started or looking to take your existing program to the next level, you'll find practical strategies you can implement right away. If you have your own referral success story or need help getting started, I'd love to hear from you — let's work together to build thriving veterinary practices!

Can a single clinic really break past the limits most owners assume are fixed? Dr. Josiah Fitzsimmons proves it's possible. He went from coffee-shop networking and craft-fair booths to building one of the highest-revenue clinics in the profession. In this conversation, he shares how simple actions turn into momentum that compounds year after year.You'll hear how structure, team, and data became his three breakthrough levers. From building an employee maturity model, to using financial reports as the first lens for every decision, to knowing the exact math behind CAC and payback periods, Dr. Josiah maps out the habits and numbers that drive scale. Whether you're in launch, build, or scale season, his story shows what it takes to create a true business that grows with or without you.Key Highlights00:51 – Hear why Dr. Bobby calls Josiah's growth proof that a single clinic can push toward eight figures.03:25 – Learn how an injury, curiosity, and visiting 50+ clinics shaped Josiah's vision for launching.06:47 – Discover why “don't take notes, write action steps” became his guiding principle for execution.09:26 – See how five to seven coffee shop meetings a day and $20 events fueled grassroots momentum.10:47 – Find out how 400 prepaid appointments were booked before opening the clinic doors.12:57 – Learn how two part-time hires, health talks, and sheer grit led to $1.2M in year one.16:46 – Understand the big shift from great systems to true structure with KPIs and accountability.18:50 – See how lifetime value grew by adding at-home protocols and supplements in a tight space.24:30 – Hear how buying a larger building unlocked new capacity and pushed revenue toward $7M.29:09 – Take in Josiah's three biggest lessons: structure, team, and data as the drivers of scale.44:44 – Learn why financial data is the first lens, even before EHR or marketing numbers.50:00 – Apply the simple formula: 100 ÷ profit margin = your break-even ROI for marketing.53:54 – Discover why you should set your marketing budget as a percentage of goal revenue, not current revenue.55:43 – Get Josiah's final flywheel: rhythms, team, and data creating compounding growth.59:02 – Hear his reminder that chiropractors are often called “miracle workers” and why business must match that product.1:01:07 – Wrap-up: $7M a year and climbing toward an eight-figure clinic with Lucro tools and vision. Resources MentionedJoin the TRP Remarkable Attraction Immersion - Oct 10 and 11 in Phoenix, AZ and Oct 24 & 25 in Adelaide, AUS - https://theremarkablepractice.com/upcoming-events/ To schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcastTo schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcastLearn more about the Remarkable CEO Podcast: https://theremarkablepractice.com/podcast

Lucas Sherraden hosts Tara Limbird, a top real estate professional from northwest Arkansas, on the Built How podcast. Tara shares insights into building her successful independent brokerage over 15 years, emphasizing the importance of support staff, client retention, and strategic growth. She delves into the dynamics of working with her husband, managing a large team, and the value of investing in real estate. Tara discusses client acquisition costs and reveals how nurturing long-term relationships can drive business success and build wealth within the real estate industry. Connect with Tara at https://www.limbirdteam.com/ ---------- Be sure to leave a rating and review and don't forget to go to www.builthow.com and register for our next live or virtual event. Part of the Win Make Give Podcast Network

Nathan brings Chris Magaña, the Money Nerd, back on to talk about the intricacies of capital investment, the evolving landscape of IPOs, and creative financing solutions for entrepreneurs. Also, Chris's experiences with one's business model and exploring non-dilutive funding options to ensure sustainable growth.  Guest Name: Chris Magaña Title: Private Wealth Manager Company: IMS Capital Company Website: ‪https://imscapital.com/ Personal Website: https://chrismagana.com/ LinkedIn: https://www.linkedin.com/in/chrismagana/   Watch the full YouTube Video. Watch the Podcast Shorts. 

Today, I'm sharing my recent interview on the Shopify 1 Percent podcast with Jay Myers. We explored so many corners of eCommerce, subscription commerce, loyalty/ membership, referral and pricing strategy, and what so many brands are still missing as it relates to building real retention and LTV. **Of note, since recording this back in April, the FTC click-to-cancel ruling that we discuss, has been struck down by a federal appeals court. The ruling, issued in July, vacates the rule in its entirety. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Unlimited Capital, Richard McGirr interviews Andrew Cushman, founder of Vantage Point Acquisitions (VPA Capital). Andrew shares his journey from chemical engineer to real estate investor, describing how he transitioned from flipping homes to raising over $121 million in private equity for multifamily syndications. He emphasizes that his capital-raising success isn't rooted in marketing gimmicks but in consistent, honest communication and investor experience. The episode dives deep into building investor trust, creating lifetime value through transparency, and the power of referral-based growth. Andrew Cushman Current Role: Founder, Vantage Point Acquisitions (VPA Capital) Based in: Southern California (Invests in the Southeast) Say hi to them at: Website: vpacq.com LinkedIn: Andrew Cushman Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Overview: In this episode of One Big Fire, John Kitchens and Jay Kinder is joined by top-producing Ohio team leader Jon Harp to tackle one of the biggest challenges in real estate today: why so many agents are struggling—and what the best are doing to win. With fallout rates at a five-year high and buyers more selective than ever, John and Jon unpack what's actually working right now to recruit, convert, and close in a shifting market. They cover everything from buyer presentation gaps, seller psychology, and inventory shifts to the real metrics every team leader needs to track to survive and scale. Whether you're leading a growing team or flying solo, this conversation is full of real-talk insights, tested strategies, and actionable systems to help you thrive—not just survive—in today's market. Key Topics Covered The Buyer Presentation Black Hole Why zero of 75 agents had a buyer presentation (and why that's a massive red flag) The difference between working with buyers versus chasing them How a structured buyer process builds trust, reduces fallout, and increases conversions Understanding Fallout Rates & Buyer Behavior Why June's home cancellation rate hit a record 15% How to pre-frame buyer remorse by educating clients on true cost of ownership The overlooked financial pressures (HOA, insurance, taxes) killing deals Sellers Need More Than Motivation Why “motivated” isn't enough—you need to uncover desperation The questions that reveal a seller's real urgency How to guide sellers without relying on hope or wishful pricing Inventory, Pricing Pressure & Market Positioning Zillow's data on price cuts and inventory spikes: what it means for you How to use hyperlocal market knowledge to guide pricing strategy Creating listing presentations that anticipate objections and pre-frame value Agent Habits That Actually Move the Needle The #1 difference between agents who grow and those who ghost How immersion, shadowing, and simple daily activities drive faster results What every new agent should be doing in their first 30 days (hint: not branding) Lifetime Value and Playing the Long Game The 5-deal story that started with a $126K Zillow lead Why top teams invest in leads that produce years of revenue Teaching agents to value relationships over commission checks Recruiting, Retention & Culture-Building Why some agents “stall out” at $1M in revenue The team structure, systems, and mindset shifts that break through the ceiling Creating predictable onboarding and momentum-building experiences Resources & Tools Mentioned BAM & Zillow data reports on inventory and home cancellations Buyer presentation frameworks and fallout tracking systems Agent to CEO Live – Sept 24-25 in Cleveland Includes ticket to Rock the Spectrum 10-Year Anniversary  Tickets & nomination forms: HoneyBadgerNation.com Upcoming Event: Agent to CEO Live Sept 24–25 | Cleveland, OH Limited to 100 seats – nearly sold out! Master the systems, mindsets, and strategies that take you from agent to business owner. Includes ticket to Rock the Spectrum benefit concert! Get yours at agentceo.com or honeybadgernation.com   “You can't rely on hope as a strategy. You need process, data, and the guts to tell sellers the truth.” – John Kitchens Connect with Us: Instagram: @johnkitchenscoach LinkedIn: @johnkitchenscoach Facebook: @johnkitchenscoach   If you enjoyed this episode, be sure to subscribe and leave a review. Stay tuned for more insights and strategies from the top minds. See you next time!

Most electricians are undercharging, overworking, and stuck wondering why they can't scale.In this episode, Clay and Joseph share the one pricing shift that unlocks time, profit, and freedom and why slowing down might be the most profitable move you make. What You'll Learn:Why most contractors stay stuck at $500K/year (and how to break free)The “gas station” strategy that makes pricing objections disappearHow service can actually buy back your time, not steal itThe real cost of underpricing (spoiler: it's not just profit)How to build loyalty so strong that clients beg to pay you more 

Today, Shannon discusses how entrepreneurs and business owners can maximize their customer value by understanding and managing two crucial metrics: Customer Acquisition Cost (CAC) and Lifetime Value (LTV). Shannon breaks down how to calculate these metrics accurately and highlights the importance of maintaining a healthy ratio between them. She provides actionable insights into how to reduce CAC and increase LTV, using practical examples from various industries.   Tune in to learn how these strategies can lead to higher profitability and business growth.   What you'll hear in this episode: [0:40] Understanding Customer Value [1:25] Calculating Customer Acquisition Cost (CAC) [4:15] Core Offer Profit Explained [5:15] Lifetime Value of a Customer [7:25] Improving Customer Value Metrics   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along 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. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Send us a textMany direct-to-consumer brands get stuck in the early stages of growth. This video breaks down the four phases every brand faces, from founder-led growth to omnichannel expansion. Understand what holds back revenue at $50K, $250K, and beyond.Ready to grow faster on Amazon? Book a call and let the experts take over: https://bit.ly/4jMZtxu#DirectToConsumer #EcommerceGrowth #BrandScaling #StartupTips #amazonDTCTimestamps:00:00 - Why Direct-to-Consumer Brands Struggle00:27 - Phase 1: Founder Growth Explained01:23 - Phase 2: The Paid Media Trap02:55 - Phase 3: Lifetime Value and Conversion Rate Focus04:46 - Phase 4: Omnichannel Expansion06:13 - Secret Phase 5: Becoming a Household Name06:51 - When Should You Hand Over the Reigns?----------------------------------------------Follow us:LinkedIn: https://www.linkedin.com/company/28605816/Instagram: https://www.instagram.com/stevenpopemag/Pinterest: https://www.pinterest.com/myamazonguys/Twitter: https://twitter.com/myamazonguySubscribe to the My Amazon Guy podcast: https://podcast.myamazonguy.comApple Podcast: https://podcasts.apple.com/us/podcast/my-amazon-guy/id1501974229Spotify: https://open.spotify.com/show/4A5ASHGGfr6s4wWNQIqyVwSupport the show

Agility can often get framed as driving massive transformation—but sometimes it's the milliseconds that matter. When every digital moment counts, small gains in speed and efficiency can have a disproportionately large impact on customer lifetime value and brand loyalty. If you could speed up every digital interaction your customers have with your brand by a full second, what would that be worth to your business?Today we're going to talk about how even seemingly minor improvements in speed and performance can have outsized impact on customer experience—and revenue. To help me discuss this topic, I'd like to welcome Jaxon Repp, Field CTO at Harper. About Jaxon ReppJaxon Repp, Field CTO at Harper, has over 25 years of experience architecting, designing, and developing enterprise software. He is the founder of three technology startups and has consulted with multiple Fortune 500 companies on IoT and Digital Transformation initiatives. A partially-reformed developer, he understands what it's like to wrestle with technology instead of benefiting from it, and believes passionately that if the Jetsons never had an episode where a config file error brought down the food-o-matic, it surely should not be a problem now. RESOURCES Harper: https://www.harpersystems.dev/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150"Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Agility can often get framed as driving massive transformation—but sometimes it's the milliseconds that matter. When every digital moment counts, small gains in speed and efficiency can have a disproportionately large impact on customer lifetime value and brand loyalty.If you could speed up every digital interaction your customers have with your brand by a full second, what would that be worth to your business?Today we're going to talk about how even seemingly minor improvements in speed and performance can have outsized impact on customer experience—and revenue.To help me discuss this topic, I'd like to welcome Jaxon Repp, Field CTO at Harper. About Jaxon ReppJaxon Repp, Field CTO at Harper, has over 25 years of experience architecting, designing, and developing enterprise software. He is the founder of three technology startups and has consulted with multiple Fortune 500 companies on IoT and Digital Transformation initiatives. A partially-reformed developer, he understands what it's like to wrestle with technology instead of benefiting from it, and believes passionately that if the Jetsons never had an episode where a config file error brought down the food-o-matic, it surely should not be a problem now. RESOURCES Harper: https://www.harpersystems.dev/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150"Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 In this episode, Vince breaks down 7 simple but powerful lists every gym owner needs to grow their business, improve relationships, stay productive, and define success. It's all about having clear targets and consistently working your lists to stay on track. The 7 Lists:Power List – 3-5 key tasks you must complete daily.Spouse List – Focus on what you love, not what annoys you.Former Clients – List of people to re-engage monthly.Client Frequency – Track how often clients train and upsell.Angel List – Local businesses to partner with.Project List – Active projects (3-7 max) you're working on.Success Criteria – Your personal definition of success. See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

In this episode, I had the pleasure of sitting down with Rhys, a veterinary practice owner from Vancouver who brings a unique perspective thanks to his background in hospitality and his passion for building businesses that can thrive without the owner being tied to every detail. We dove deep into what it really takes to transform a veterinary practice from a self-employed job into a scalable, sellable business. Our conversation covered everything from the importance of building robust systems and standard operating procedures, to leveraging data-driven management and authentic marketing that truly reflects your practice's identity. Throughout our discussion, Rhys shared actionable strategies for veterinary professionals who want to attract, engage, and retain clients—while also reclaiming their time and sanity. We talked about defining your mission and vision as the foundation for all your systems, the necessity of SOPs for consistency and delegation, and how to use key performance indicators (KPIs) to proactively manage your practice. We also explored pricing strategies that balance value and affordability, and the critical importance of client retention and lifetime value. Reese even provided a toolkit of resources and calculators to help practice owners make informed decisions about hiring, budgeting, and pricing. Whether you're just starting out or looking to take your established practice to the next level, this episode is packed with practical advice and real-world examples. We wrapped up by discussing how to adapt to the future, especially with the rise of corporate competition and shifting market dynamics. My goal with this episode is to give you the insights and tools you need to build a veterinary practice that works for you—not the other way around. If you're ready to create a business that can run (and grow) without your constant presence, you won't want to miss this conversation!

Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call What's up, guys—Uncle Vinny here.I'm back behind the mic after some travel and life stuff… but this one's important.We're diving into two big topics today: tariffs and retention—and how both are about to smack gym owners right in the face if you're not paying attention. I break down what I've learned from some seriously smart finance people (not from watching the news), and explain how this stuff could affect your clients and your business.But most importantly—I'm sharing exactly what we did at Gabriele Fitness to drop our attrition rate to 1.5%. That's the lowest it's ever been. I'm talking real strategies, real results—no fluff. If you're trying to keep your members happy, showing up, and not canceling, you'll want to hear this one. Top 5 Key PointsFocus on What You Can Actually ControlYou can't control the economy, politics, or what China does. But you can control your fitness, your food, your time, your team—and how hard you work. Do that.Fear is in the Air—That Affects SpendingTariffs are creating uncertainty, and uncertainty makes people think twice before spending money. If your clients feel unsure, your gym could end up on the chopping block—unless you show them you're worth every penny.Keep What You've GotWhen it gets harder to bring in new leads, your best bet is to double down on the clients you already have. Our motto: Operation: Don't Lose Anybody. That's how we cut attrition to 1.5%.Add Real Value (Not More Sessions)Personalization, connection, and community win. Automated birthday emails don't cut it. We did stuff like personalized holiday videos and ran an epic March Madness event just for members. That's what people actually care about.Don't Be Afraid to Lead HardWhen someone tries to cancel or go on hold, challenge them. Remind them why they started. People are secretly begging to be led—especially in times like these. Be the leader they're looking for. Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Dean Graziosi and Tony Robbins are hosting a FREE 3-day virtual event this May to help you create a real business around what you already know

Everyone needs to know how to negotiate. Kathryn Valentine is giving us the fool-proof recipe - exactly what to say and do - to get what we want.***NOTE: The sound improves at 00:05:45***In this episode:00:02:18 - Negotiation: A Different Experience for Women 00:03:15 - Societal Influences on Negotiation 00:05:07 - Negotiation as a Life Skill 00:05:57 - Negotiating for Self vs. Others 00:10:27 - The Lifetime Value of Asking for a Raise 00:14:43 - Three Steps to Successful Negotiation 00:16:29 - Mitigating the "Negotiation Backlash"00:18:05 - The Formula for Negotiation Success 00:22:07 - "Asking Relationally" 00:25:44 - "Collaborative Negotiation" 00:28:58 - Real-Life Application of Collaborative Negotiation