Podcasts about member success

This week, Jonathan Barth, VP of Member Success, talks with Daylin Huff, RIA Consultant at DPL about what member success truly means to us. Daylin highlights how DPL helps advisors transition from a broker-dealer arrangement to an advisory model and provides solutions to seamlessly integrate legacy annuity books. He also shares common pain points of breakaway advisors and how DPL's innovative solutions address them. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Blake Phillips talks with Jackson Bradley, RVP of Member Success at DPL. Together, they discuss why Registered Investment Advisors (RIAs) are increasingly embracing annuities. They explore what's driving this shift and how firms like DPL are helping to rewrite the annuity narrative. Jackson also shares real-world insights on RILAs and how DPL provides the support, resources, and technology to help RIA firms confidently integrate annuities into their fiduciary frameworks. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

This week, Willie Jones talks with Ross McGoodwin, Regional Vice President of Member Success at DPL Financial Partners. They discuss how MYGAs provide competitive and guaranteed returns for retirement savers. Ross also highlights how these straightforward, fixed annuities provide a stable anchor in retirement and complement other fixed-income strategies. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Text us your questions and thoughts!How do you pivot from fashion to a leadership role in Customer Success with no SaaS experience?We kick off Season 5 with Melissa Garcia, Senior Director of Member Success at Chief.Melissa joins us to share her unconventional journey from a career in fashion merchandising to becoming a leader in Customer Success. She opens up about what it really takes to break into SaaS, how she built confidence in a completely new industry, and why leading with empathy is her greatest superpower.We explore how mentors shaped her path, the lessons she learned navigating change, and her bold takes on modern CS practices, from ditching outdated QBRs to delivering “value you can't Google.”You'll discover:How to pivot into Customer Success without a SaaS backgroundWhy “value you can't Google” is key to becoming indispensableWays to own your voice in customer conversations (even when facing imposter syndrome)Why traditional check-ins often fail (and what to do instead)The transformative power of small steps, and the growing impact of women in CS leadershipIf you're looking to break into CS, grow your leadership skills, or lead more human-centered conversations, this episode is a treasure trove packed with practical insights and heartfelt wisdom.

In this episode of The Tactical Empire, Jeff Smith and Shawn Rider dive into personal updates, the evolution of their community, and their exciting future plans. They discuss the importance of consistent growth within the Tactical Empire, the success of their accelerator program, and the value of community engagement. Jeff and Sean also emphasize the power of couples' annual planning and how it contributes to personal and professional success. Join them as they share their journey and the upcoming developments that will help elevate the community even further.00:00 Introduction and Personal Updates02:46 Evolution of the Tactical Empire05:58 Community Building and Member Engagement08:47 Future Plans and Educational Offerings12:08 Accelerator Program and Member Success15:13 Couples Annual Planning and Communication17:56 Call to Action and Closing Remarks 

Ever wonder what land investing success looks like when it's seasoned with three decades of experience? Buckle up, because this episode is a goldmine. We sit down with Steve Hodgdon, a Land Academy member whose career spans an incredible 30 years in the land game. This isn't just a history lesson; it's a deep dive into the strategies, the hard-won wisdom, and the evolution of an industry, all shared by someone who's lived it. Get ready for a dose of inspiration and actionable takeaways on how to build lasting land investing success.

In this episode of Advisor Revelations, Blake Phillips, Regional VP of Member Success at DPL, talks with DPL Internal Consultant Tyler Caummisar about MYGA ladders and why they are becoming a go-to strategy for advisors looking to optimize their clients' portfolios. From comparing MYGAs to traditional instruments like CDs and treasuries to understanding how laddering can diversify assets and mitigate interest rate risk, Tyler discusses how DPL's cutting-edge platform simplifies researching, purchasing, and managing annuities. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Welcome to Credit Union Conversations! This week, we continue our series exploring the impactful partnerships between credit unions and small business owners. Host Mark Ritter is joined by Josh Green from American Heritage Credit Union and Ted Van Beuren, the visionary behind United Sports in Pennsylvania. This episode delves into the successful collaboration between these two entities, showcasing how a strong credit union partnership can empower businesses to thrive. Discover how American Heritage has supported United Sports' growth, learn about Ted's entrepreneurial journey, and gain valuable insights for aspiring business owners. Today, we're heading to Pennsylvania to spotlight the American Heritage Credit Union—don't miss it!IN THIS EPISODE:[1:33] Josh shares his role at American Heritage Credit Union[3:41] Ted reveals how he saw the need for the sports complex he developed and gives his forecast on soccer in the United States[12:20] Ted shares some of the challenges of operations[15:00] Josh shares how American Heritage and United Sports partnered[18:00] Ted feels that working with the credit union has expedited the services they need at United Sports [19:51] Ted advises prospective entrepreneurs KEY TAKEAWAYS: Building strong partnerships is crucial for business success. The importance of cultivating long-term, mutually beneficial relationships between businesses and their financial institutions cannot be overstated. The partnership between United Sports and American Heritage Credit Union exemplifies this, demonstrating how a strong relationship can go beyond simple lending and encompass a range of support, from depository services to community involvement.Patience and a long-term vision are required in the entrepreneurial journey. Careful research, planning, and a willingness to adapt to unforeseen challenges are essential. You must demonstrate perseverance and a steadfast commitment to the long-term goal.United Sports and American Heritage Credit Union is committed to giving back to the community. This shared value strengthens their partnership and creates a positive impact beyond their core business activities.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInUnited Sports - WebsiteAmerican Heritage Credit Union - WebsiteJosh Green LinkedInTed Van Beuren LinkedIn

Welcome to Credit Union Conversations! This week, we kick off an exciting new series focused on the relationship between credit unions and small business owners. Host Mark Ritter is joined by Nathan Crouch from Erie Federal Credit Union and one of their standout business members, Joseph Markiewicz. Together, they'll explore the ins and outs of the lending process, from the challenges business owners face to the qualities they value most in their financial partners. Tune in as they discuss real-world experiences, share insights on what credit unions can do better, and highlight how these partnerships drive success for local businesses. Today, we're heading to Northwest Pennsylvania to spotlight Erie Federal Credit Union—don't miss it!IN THIS EPISODE:[3:11] Nathan explains his role at the credit union [6:24] Joe explains how he decided to go into business for himself[15:29] Why Joe made the switch to managing a wedding venue[19:41] Nathan describes how the credit union assisted with Joe's small business plan[21:35] Joe's relationship with the credit union and why he trusts them[26:13] Nathan sees a growth outlook for small business in his area, and Joe offers advice to other entrepreneurs KEY TAKEAWAYS: A key takeaway from the discussion on financing the wedding venue is the value of strong relationships between members and their credit unions. Nathan Crouch highlights the importance of detailed planning, including business plans and cash flow projections, when evaluating unique loan requests like this one. The credit union's willingness to collaborate and leverage community resources reflects its adaptability and commitment to supporting members' entrepreneurial ventures. The members' loyalty to the credit union stems from competitive lending rates, excellent customer service, and open, honest communication with their financial advisors.The outlook for the small business environment is optimistic and growth-oriented. Despite the typical seasonal slowdown in commercial lending during the fourth quarter, there has been robust loan demand. This indicates that business owners remain confident in the economic conditions and actively pursue growth opportunities. Credit union employees see this as a positive sign, reflecting a robust mindset among local entrepreneurs and a willingness to invest in their businesses despite external challenges.It is critical to start with strategic planning and balance. Instead of constantly chasing growth, small businesses should focus on achieving efficiency, streamlining processes, and aligning goals with personal priorities. Learning from the successes of others, taking educated risks backed by thorough research, and being open to feedback from trusted sources. Joe's approach underscores that success often comes from leveraging proven ideas and maintaining a clear sense of purpose rather than attempting to reinvent the wheel.RESOURCE LINKS: Mark Ritter - WebsiteMark Ritter - LinkedInEdinboro Storage Center - WebsiteCountry Elegance Venue - WebsiteBIOGRAPHIES: Joe Markiewicz is the owner of a wedding venue in Erie, PA.Nathan heads up business lending at Erie FCU.

In this episode, DPL's Regional Vice President of Member Success, Kameron McRay, and Consultant, Logan Cheatham, discuss how financial advisors can utilize annuities more effectively in 2025. They discuss why commission-free annuities are gaining traction as a supplement or alternative to traditional fixed-income solutions, how to de-risk portfolios effectively, and the annuity products that generate efficient retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode, DPL's Regional Vice President of Member Success, Jackson Bradley, and Internal Consultant, Matt Robinson, talk about guaranteed lifetime income and long-term care solutions. They explore the difference between annuitization and lifetime income, tax treatments of lifetime income withdrawals, and long-term care enhancements. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Welcome to the Sports Card Strategy Show, part of the NoOffseason.com Sports Card Network. Paul Hickey brings it strong on the Sports Card Strategy Show. We discuss: Paul's top card to buy right now! Interesting Data from WhatNot Top Member Success Stories of 2024!

In this episode, DPL's Regional Vice President of Member Success, Blake Phillips, and RIA Consultant, Willie Jones, talk about annuities and their role in modern retirement planning. From understanding the history and purpose of annuities to exploring innovative fee-based solutions, Blake and Willie demystify common misconceptions and highlight how annuities can offer flexibility, principal protection, and guaranteed retirement income. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Hosts Ron Apke and Anthony Weiler tackle the burning question: "Is it too late to get started in land flipping in 2024?" We are officially halfway into 2024, and after many rapid market changes, investors are wondering if the opportunity for big profits has slipped away. Ron and Anthony dive deep into this topic, providing real-life insights into what new land investors can expect in their first 3-6 months, and discuss the current state of competition in the industry. Stay for the full episode to discover whether or not now is the right time to embark on your land flipping journey! WANT TO GET STARTED?  ================================  Sign up here: https://landinvestingonline.com/offer-waitlist/ SOCIAL ================================ Ron's Instagram

In this episode of our Les Mills series on gym member onboarding, we focus on the critical aspects of habit formation that can make or break a member's fitness journey. We dive into the first three of five key drivers designed to help members maintain their motivation and achieve their fitness goals:Quality Motivation: We discuss the importance of setting realistic and time-bound goals right from the start. By employing the SMART criteria—Specific, Measurable, Attainable, Realistic, and Time-bound—we help members visualize and reach their targets. Our Les Mills Smart Start program is highlighted as a practical tool to ease members into group exercises that align with their individual fitness objectives.Goal Setting and Accountability: The power of writing down goals and sharing them with a support network is emphasized to bolster commitment and accountability. This strategy is essential in helping members stay on track with their fitness goals.Setting and Achieving Incremental Goals: Breaking down large goals into smaller, achievable milestones is recommended to keep members motivated and engaged. We explore how setting monthly targets can make daunting goals like losing 20 pounds more manageable and less overwhelming.We wrap up the episode with a reminder of the importance of these strategies in fostering long-term commitment among gym members. Stay tuned for our next episode, where we will uncover the remaining strategies to keep your gym members enthusiastic and dedicated to their fitness journeys.

We dive into Neil Moggan's inspiring journey from a teacher to a transformative trainer in mental wellbeing and financial education. Since joining WealthBuilders with his wife Katie in late 2020, Neil has seen significant changes in both his personal growth and financial status.He discusses the impactful shift in his career after leaving his teaching job, focusing now on improving mental health and meta-cognition in children. Neil highlights the urgent need for better financial education in schools, informed by his firsthand experiences and the stark disparities he's observed.Neil shares insights into the Swarbricks 8 Dimensions of Wellness model, which underpins his approach to holistic wellbeing, linking financial stability directly with improved life quality.The conversation also covers his journey into financial literacy, sparked by the pandemic lockdown, leading to innovative educational programs and recognising his efforts with a prestigious award.Neil's personal approach to teaching his daughter about finances reflects his broader mission to equip the younger generation with essential financial skills, despite the current educational system's shortcomings.We wrap up by discussing how Neil's work aligns with WealthBuilders' principles and the importance of integrating life skills, like financial literacy, into children's education to foster a healthier, more prosperous future. 

In this episode, I talk a little about the book, Tribal Leadership and how it applies to or reflects BNI.  The book is being recommended on the new Member Success program 2.0.  I would love to hear what you think about the parallels. 

The transition to independence can be a challenging process for financial advisory firms. However, with the right partner, the journey can be made smoother and more efficient. The story of BlueStem Wealth Partners' successful evolution to a fee-only RIA highlights their commitment to their clients. It showcases how, with the right support, technology, and a forward-thinking strategy, firms can navigate this intricate process to survive and thrive in their service offerings.In today's episode, DPL's Regional VP of Member Success, Ross McGoodwin, talks with BlueStem Wealth Partners' Steven Rice and Scott Marquardt. Steven is a partner and the chief financial officer, with 32 years of experience in the financial industry. Scott is a private wealth advisor at the company with over 18 years of financial advisory experience. He is responsible for strategic sales leadership and serving high-net-worth clients. At BlueStem, they strive to help individuals find confidence, purpose, and success in their financial future.Steven and Scott talk with Ross about how firms like BlueStem Wealth Partners transitioned their book of business through DPL's Breakaway Accelerator program. They highlight the reasons behind their decision, including the desire for transparency and true independence. Both also share their experiences working with DPL Financial Partners and how the partnership has helped them transition their assets. Key Takeaways[01:25] - An overview of guests' professional backgrounds.[03:44] - The reasons behind BlueStem's transition to a fee-only model.[10:07] - Surprising success in transitioning assets with DPL's assistance.[12:36] -The benefits of rising income feature in annuity contracts.[14:40] - Leveraging technology with DPL dashboard.[18:49] - How DPL provides scalability and support to partner firms.[20:36] - Growing partnership and expanding product options.[22:59] - Transitioning to RIA with DPL made easier.

While your mindset can't always improve a bad situation, it can change your outlook on life. When Levels' Head of Member Success, Mike DiDonato, had an unexpected—and unnecessary—emergency surgery, it changed his mindset on a lot of things. In this episode, Levels Head of Growth, Ben Grynol, sat down with Mike to deconstruct some ideas about mindset and how choosing your mindset relates to some of the situations Mike has faced over the past month. Get Your Free Ultimate Guide to Glucose: ⁠⁠⁠⁠https://levels.link/itc⁠⁠⁠ Levels helps you see how food affects your health, empowering you with the tools needed to achieve health goals and improve healthspan. Levels Members gain access to the Levels app and continuous glucose monitors (CGMs), providing real-time feedback on how diet and lifestyle choices impact your metabolic health. Look for new shows every month on Levels - Inside the Company, where we have in-depth conversations about how the Levels startup team builds a movement from the ground up in the health and wellness tech industry.

JAG Physical Therapy CEO, John Gallucci, Jr., MS, ATC, PT, DPT, has known since the age of 13 that physical therapy was what he wanted to do with his life! In this episode join John as he talks with Liz Heckmuller, PT, DPT, Senior Product Marketing Manager at WebPT about his story and how his desire to help people guided his path to building and growing JAG Physical Therapy. He even shares the lessons he learned from his mistakes and how he has used metrics and technology to grow and expand his business to the more than 140 locations today. Finally, John dives into the stores that prompted him to write his new book, The JAG Method: An entrepreneur's journey to personal and professional success.   Learn more: https://www.jagpt.com/ https://www.webpt.com/podcast

In this episode of the Daily Dental podcast, your host Dr. Addison Killeen shares a testimonial from a Dental Success Network (DSN) member who credits their significant practice growth to the resources and support within the DSN community.

Annuities can be powerful tools for legacy planning when used strategically. The non-qualified stretch, return of premium death benefits, and the ability to receive income while preserving the death benefit all contribute to a comprehensive legacy planning strategy. By dispelling misconceptions and exploring these unique strategies, advisors can help their clients achieve their legacy goals while maximizing the benefits of annuities.In this episode, DPL's VP of Member Success, Tim Rembowski, talks with Nate Johnson, RIA Consultant at DPL Financial Partners. They discuss legacy planning and address common misconceptions about annuities. They cover topics such as the non-qualified stretch, the flexibility of annuities in terms of fees and investment options, and the benefits of return of premium death benefit riders.Key Takeaways[02:03] - How the non-qualified stretch annuities work.[04:16] - Flexibility and investment options during the stretch period.[07:14] - Strategies for resetting the return of premium death benefit rider.[11:13] - Misconception about annuities for income and loss of death benefit.[14:14] - The impact of an annuity reaching its end on one's legacy planning.[15:50] - Summary of main topics discussed.

The shift towards advisory fees in the annuity industry has transformed the way advisors approach their business. No longer bound by the limitations of traditional compensation models, financial professionals have embraced a new era of flexibility and client-centricity. With fee-friendly solutions and cutting-edge platforms, advisors can enhance their own practices while providing exceptional financial guidance to their clients.In this episode, Ross McGoodwin talks with DPL's Regional Vice President of Member Success, Blake Phillips. Prior to joining DPL, Blake was a financial representative with New York Life. He is passionate about helping member firms create the best possible outcomes for their clients while organically growing their AUM and utilizing DPL's commission-free insurance platform.Blake talks to Ross about the evolution of advisory fees in the annuity industry and within DPL, the advantages of taking the fee directly from the product, and how DPL provides a seamless administration process and support when integrating all assets into one place.Key Takeaways[01:26] - How advisory fees have changed over time.[03:29] - How advisors charge advisory fees on annuities and insurance products.[05:36] - The billing on lifetime income products.[07:43] - The advantages of taking the fee directly from the product.[09:24] - How advisors transition from broker-dealer fees to an advisory fee model.[11:39] - How DPL provides a seamless administration process and support.

There are countless ways to make money as a Tax Sale investor. Sometimes, through traditional methods and other times through more creative approaches. In this week's episode, I'm discussing a few Tax Sale Success Strategies I've seen used by students. Use these same strategies or leverage these ideas to create your own. ⬇️ Helpful Resources ⬇️ Join The Tax Sale Academy here: http://TaxSaleAcademy.com/join State Guide: http://TaxSaleAcademy.com/state-guide Get your FREE copy of Tax Sale Playbook by going to: http://TaxSaleAcademy.com Listen to podcasts? Take us on the go at http://TaxSalePodcast.com ------------------------------ Let's Connect! http://CaseyDenman.com Connect on LinkedIn: http://www.linkedin.com/in/caseydenman/ Follow us on Facebook: http://Facebook.com/TheTaxSaleAcademy Follow Me on Instagram: http://Instagram.com/caseydenman

Most of us are well aware of the supply chain shortages, both within our industry and well beyond. Some of us are also keenly aware of labor shortages. This show is all about reliability of circuit assemblies. While reliability is often referred to as a process, it is also rooted in culture.Reliability begins with people. So, instead of talking about common reliability, subjects, such as voiding, soldering materials, assembly, best practices, and the plethora of other usual suspect topics, I thought it would be a good idea to talk about people. After all, as I said, reliability begins with people.My guest today is Dr. John Mitchell. Many of you know John as the president and CEO of IPC, one of our industries largest trade associations. John has recently written a book, entitled fire your hiring habits. I have to admit, the title is quite intriguing.Here's a little background on John. Since 2012, Dr. John Mitchell has served as president and CEO of IPC, a not-for-profit trade association driving competitive advantage for more than 3,000 companies across the globe. Leading the global operations and staff, John manages the creation and execution of the Board of Director's goals.Under his leadership, IPC has essentially doubled the total company membership globally as well increased the acceptance of standards by over 50 percent. John led the charge for IPC's Online Certification Portal and the company's overhaul of it Member Success department. His efforts served to improve relations with members and helped move the needle on positive regulatory change.Prior to IPC, John was an engineer with General Electric Aerospace and was a founding member of Alpine Electronic's research company—which pioneered modern navigation systems in the U.S. OEM market. John himself holds a patent in GPS navigation systems. John then served as general manager/director of the largest product development initiative in Bose Corporation's history. He went on to become CEO of Golden Key International Society, the noted collegiate honor society serving over two-million members.John earned his doctorate in higher education management from University of Georgia's Institute of Higher Education, a Master of Business Administration from Pepperdine University, and a Bachelor of Science in electrical and computer engineering from Brigham Young University. In addition to his work with IPC, John is an in-demand speaker and the author of two books so far (sounds like more books may be in the works… I need to ask him about that!).Fire Your Hiring Habits is available at most book sellers including Amazon:https://tinyurl.com/fire-your-hiring-habits

Leslie has been in startups and B2B SaaS for over a decade. She was the VP of Member Success and the first executive hire for Pavilion (formerly Revenue Collective), a global membership community focused on go-to-market executives. She built the playbook that created amazing evangelists out of current members and was instrumental in growing the community from 2K - 10K members in just under two years. Leslie is passionate about the value of connection and evangelism in business. She founded Chief Evangelist Consulting to bring the power of Evangelist-Led Growth and community to everyone in the SaaS startup world. You can find out more about Leslie and join her course in the links below: LinkedIn: https://www.linkedin.com/in/leslie-greenwood/ Evangelist-Led Growth Course - https://maven.com/leslie-greenwood/evangelist-led-growth Website: https://thechiefevangelist.com If you're enjoying Entrepreneur's Enigma, please give us a review on the podcast directory of your choice. We're on all of them and these reviews really help others find the show. GoodPods: https://gmwd.us/goodpods iTunes: https://gmwd.us/itunes Podchaser: https://gmwd.us/podchaser Also, if you're getting value from the show and want to buy me a coffee, go to the show notes to get the link to get me a coffee to keep me awake, while I work on bringing you more great episodes to your ears. →  https://gmwd.us/buy-me-a-coffee Follow Seth Online: Seth | Digital Marketer (@s3th.me) • Instagram: Instagram.com/s3th.me Seth Goldstein | LinkedIn: LinkedIn.com/in/sethmgoldstein Seth on Mastodon: https://masto.ai/@phillycodehound MarketingJunto.com Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's episode, Dustin is joined by Kathleen Booth, SVP of Marketing & Member Success at Pavilion, to discuss how marketers should think about and leverage their communities. In this episode, you'll learn how to use community as a revenue generator, why you're thinking about community the wrong way, and the importance of having subject matter experts contribute to these communities. If you have any questions or want to learn more about Kathleen, send a connection request on LinkedIn or check out her website. You can also head over to joinpavilion.com to learn more about Pavilion.

In this week's episode of the Scale Your Sales Podcast, my guest is Leslie Greenwood, the founder of Chief Evangelist Consulting and previously VP of Member Success and employee #5 of Pavillion.    Leslie Greenwood is passionate about customer success and the power of Creating evangelists to increase adoption, build community and drive growth.   The Queen Connector, Leslie Greenwood, is part of the Top 100 Powerful Women in Sales and has 20 years of Leadership experience in Community, Customer Success, Support, Client Services and Sales.   Welcome to Scale Your Sales Podcast, Leslie Greenwood.   Timestamps 01:11- Importance of Customer Success   02:17- What Makes You a Great Connector   03:20 - How to Support Your Clients   04:45 - Balancing Early-Stage Companies   07:20 - Maintaining The Essence of a Growing Company   13:30 - Perspective on Diversity   15:42 - Breaking Barriers in Sales   20:30 - Strategy that Can Help to Scale Sales   https://www.linkedin.com/in/leslie-greenwood   Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth through customer experience and sales.   Book Janice to speak virtually at your next event https://janicebgordon.com       LinkedIn: https://www.linkedin.com/in/janice-b-gordon     Twitter: https://twitter.com/JaniceBGordon     Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast    More on the blog https://scaleyoursales.co.uk/blog     Instagram: https://www.instagram.com/janicebgordon    Facebook: https://www.facebook.com/ScaleYourSalesJBG 

Financial services have been under immense pressure over the past few years. This is due to macroeconomic factors such as the Coronavirus pandemic, the Russia-Ukraine conflict, and rising interest rates. While the industry is facing a perfect storm of demographic, economic, and political headwinds, how can advisors de-risk and mitigate the sequence of return risks to help advisors manage and grow portfolios? In this episode, Tim Rembowski is joined by Jonathan Barth, DPL's Regional Vice President of Member Success. Jonathan brings a teacher's sensibility to his work with RIAs, listening and providing guidance to help advisors utilize insurance in a variety of new ways. Jonathan combines extensive knowledge of commission-free insurance products with his expertise in RIA practice management and technology. Aiming to help DPL members find the best insurance solutions for their clients, Jonathan speaks with Tim about how financial firms evaluate new solutions and address current economic challenges, the strategies to help firms and AUM grow, and what to expect in 2023. Key Takeaways[01:37] - What most advisors think about 2022.[04:36] - How financial firms find new solutions and address current challenges.[10:25] - Why advisors are now looking into registered index-linked annuities.[14:01] - How DPL solves advisors' problem of accessing quality products.[16:30] - Jonathan's outlook for 2023.

80% of resolutions fail by February. Don't even bother with resolutions – instead, focus on big, meaningful goals that you're willing to fight for and work towards every day. In this episode, we'll share one of our secrets to success that has helped us outperform our rivals for the past 13 years. Make sure to have your Mindpower journal and pen ready – this game-changing process will set you apart from the competition. To help you solidify your 2023 Growth Plan, our Director of Member Success, JoDee, cleared some blocks in her calendar to discuss how we can best support you.Click here to schedule a call! ==========================Stéph & Shay are inviting you to their newest and most ambitious program yet. If you're looking to build your mental toughness, and become ridiculously resilient, click here to join Mindpower BOOST.

Welcome to the 'Dad Who Knows Nothing' podcast! Join Dana Hilts and his guest, Jeff Later, as they discuss the right way to health, wellness & fitness. Why do a high percentage of people who loses weight gain it back? One of the things Jeff mentions is self-sabotage. Hooked? Here's what else you can expect from this episode: The most effective approach to losing weight permanently You must have a strategy. Problems are going to arise if you don't. Bodybuilding's contribution to fitness How does having a healthy relationship with someone make you a better person? How living a sedentary lifestyle affects your health. And so much more! Jeff, with the help of his wife, developed a method that helps more than 6000 people improve themselves sustainably and healthily. This podcast is fantastic to listen to whether you are into fitness or want to better your lifestyle. About Jeff: Jeff is the founder of L8R Lifestyle, a fitness and nutrition company founded on evidence-based practices and principles to help L8R members achieve optimal health and fitness. He holds multiple certifications in nutrition and training and has over 20 years of experience in the fitness and nutrition industry. Jeff earned his IFBB Pro card in bodybuilding and has helped many others. His experience on stage goes well beyond almost any other seasoned competitor or coach in the industry, competing in over 40 competitions in his career. His wife, Jenny, is a co-founder and VP of Member Success. Jeff's mission from day one has been simple. Create sustainable solutions to optimize health and fitness for over 1 million people. With a team of over 15 professionals and an even more extensive network of healthcare and performance specialists, all are passionate about doing things the right way. Check Jeff on... Webiste: https://l8rlife.com LinkedIn: https://www.linkedin.com/in/jefflater-entrepreneur-fitness-coach-executive-lifestyle/ Facebook: https://www.facebook.com/jeffl8r/ or https://www.facebook.com/L8rlifestyle/ Instagram: https://www.instagram.com/jefflater/?hl=en or https://www.instagram.com/l8rlifestyle/ Connect with The Dad Who Knows Nothing! Website: http://thedadwhoknowsnothing.com/ Facebook: https://www.facebook.com/thedadwhoknowsnothing?ref=pages_you_manage Twitter: @dadknowszero Instagram: @thedadwhoknowsnothing YouTube: https://www.youtube.com/channel/UCDUh3AJ7Cv5D6IdbLJAR3xg TikTok: thedadwhoknowsnothing

As your business grows, you'll likely need to start building a team to support you. A critical step in the hiring process is a strong onboarding system. Why? Successful employee onboarding will build a foundation for a new employee to thrive. In this episode, Emily and Corey of Being Boss breakdown the important steps for the initial training period, how to establish expectations and perform reviews.Get full shownotes for this episode here >>—Listen to more Being Boss shows on our website, on Apple Podcasts, or wherever you listen to podcasts.Follow Being Boss on Instagram: @beingbossclubJoin the Being Boss Community: beingboss.club/community

As your business grows, you'll likely need to start building a team to support you. A critical step in the hiring process is a strong onboarding system. Why? Successful employee onboarding will build a foundation for a new employee to thrive. In this episode, Emily and Corey of Being Boss breakdown the important steps for the initial training period, how to establish expectations and perform reviews.Get full shownotes for this episode here >>—Listen to more Being Boss shows on our website, on Apple Podcasts, or wherever you listen to podcasts.Follow Being Boss on Instagram: @beingbossclubJoin the Being Boss Community: beingboss.club/community— Listen to more Being Boss shows on our website, on Apple Podcasts, or wherever you listen to podcasts.Follow Being Boss on Instagram: @beingbossclubJoin the Being Boss Community: beingboss.club/community

In this episode of Developing Tomorrow's Leaders, I have an in depth conversation surrounding the many roles and impact of mentorship with Maggie Okponobi. Maggie resides in Indiana with her family. In her free time she enjoys the outdoors, work out classes, cooking, traveling, reading and spending time with family and friends creating memories. Maggie's career started in the education sector as a certified teacher before committing to the Peace Corps and educational development in West Africa Country: The Gambia, where with the help and support of her host village she established and grew an Early Childhood Education school that now is serving 500 students in counting. After returning to the U.S. Maggie returned to teaching and then later working in a sales organization all while going to school full time where she received her Masters in Business Administration with an emphasis on environmental sustainability where she found a new passion for educating people on environmental actions. Today she is the VP of Member Success for Green Business Bureau, an environmental green certification that offers their customers the use of their sustainability framework and solutions to engage employees, manage their sustainability programs and become greener To give back to her community she volunteers on several community and international boards. One of which is collaborating with Coach T's team on the S.E.A. of Success program. Maggie Okponobi's Contact Information Email: maggieokponobi@gmail.com LinkedIn: https://www.linkedin.com/in/maggiesokponobi/ Developing Tomorrow's Leaders with Coach T® is part of Coach T's Corner®, an online mentoring academy, designed to educate, support, and inspire the next generation of leaders. Clients hire me to educate, support and inspire personal growth skills in their preteens and teens that will better prepare them by taking ownership of tools for a prosperous future. Soft skills are not a priority of the public education systems but are crucial to the success of our next generation of leaders. Coach T® has a 13-week mini-series, Coach T's Corner® airing on the Careers From Home channel. It is available on Roku and Amazon Fire. Thanks for listening to this episode. To see all of Coach T's contact information and other projects, https://withkoji.com/@Coach_Ts_Corner Email: coacht@coachtscorner.com Instagram: https://www.instagram.com/coachts_corner Facebook: https://www.facebook.com/coachtscorner YouTube: https://www.youtube.com/channel/UCPjJRsI6602F1mGKR3NZtog --- Support this podcast: https://anchor.fm/antwaunthompson/support

On this week's podcast, CEDIA's Senior Vice President of Member Success and Sales, Giles Sutton, and Powerhouse Alliance Executive Director Dennis Holzer join us from Los Angeles and Pittsburgh, PA, respectively, to discuss industry training and smart home technology trends. What these two gentlemen have in common is a passion for not only the overall success of the AV integration business, but specifically the technical training that is needed in this industry. Last year at this time, they announced a CEDIA training partnership and Powerhouse's commitment that every PowerHouse location will have at least one CEDIA-certified instructor, offering dealers the peace-of-mind that their new hires are learning the right protocols and standards of work to be successful on the job. Today, we'll talk about how that partnership has evolved as well as other opportunities for technical training, certification, product trends, and more. Today's episode of Residential Tech Talks is brought to you by Shelly WiFi Relays by Allterco | Smart home devices designed and developed to provide solutions tailored to your needs.  Go to https://shelly.cloud and make IoT simple!

In the last few years, content and copy have become necessary for any brand with an online presence. “Content is King,” says Bill Gates. Businesses all over the world have been spending more on good content and copy that converts. Thus, the need for excellent copywriters. But how do you convince business owners to hire you? Where do you even start, and how can you accelerate your growth? Today's guest, Samantha Novak, will share her copywriting journey and provide golden insights into becoming a successful copywriter! Samantha is best known as an Elite Copywriter, Copy Coach, and Marketing Specialist. She excels at bringing exciting and creative big ideas and marketing solutions to the table, plus an excellent audience understanding and depth to improve marketing and conversions across the board. She has been tapped to bring new angles and audiences to brands like Mike Tyson's IM-21 and Todd Lamb's Purelife Organics business, had the incredible honor and privilege of working directly with Gary Bencivenga and TJ Robinson on FB ads for their "Fresh-Pressed Olive Oil" business just a few months ago. Samantha also considers herself privileged to learn from Alen Sultanic, who recently directly and publicly referred her for CMO/CRO opportunities. On top of all her achievements, Samantha has been privileged to work directly alongside Stefan Georgi and Justin Goff within the Copy Accelerator community as a leader and the Director of Member Success, leading all of the coaching programs and owning the membership area development to make the vast resources inside Copy Accelerator more accessible for members. In addition, she developed a copy course called the "Foundational Fifteen," which aims to shortcut their members' path to success. “The biggest thing you do in copy is make your readers feel understood.”  -Samantha Novak For more inspiration about starting and growing your copywriting career, check out the episode below: Jumpstart Your Freelance Copywriting Career with Gurleen Singh - https://www.youtube.com/watch?v=1i5RxsRhXgg (https://www.youtube.com/watch?v=1i5RxsRhXgg) Resources: Copy Accelerator: https://www.copyaccelerator.com/ (https://www.copyaccelerator.com/) Connect with Samantha: Email: samantha@copperquillcopy.com Facebook: https://www.facebook.com/samantha.novak.1656 (https://www.facebook.com/samantha.novak.1656) Connect with Maria: Maria Sparagis Website: http://mariasparagis.com/ (http://mariasparagis.com) DirectPayNet Website: https://directpaynet.com/ (https://directpaynet.com) LinkedIn: https://www.linkedin.com/in/mariasparagis (https://www.linkedin.com/in/mariasparagis) Facebook: https://web.facebook.com/directpaynet (https://web.facebook.com/directpaynet) Instagram: https://www.instagram.com/directpaynet (https://www.instagram.com/directpaynet) Twitter: https://twitter.com/mariasparagis (https://twitter.com/mariasparagis) Pinterest: https://www.pinterest.ph/directpaynet (https://www.pinterest.ph/directpaynet)

Background: Liam is the Founder & CEO and Bucket Brigade Cleaning in Hamilton, Ontario in Canada. He stopped by the podcast to share his story and how his business is growing. Connect with Liam and his business: Instagram - https://www.instagram.com/bucket.brigade.exterior.clean/ Linkedin - https://www.linkedin.com/in/liam-kooyman-4b97a1206 About: Home Service Business Coach helps busy Home Service Business Owners get off the truck and build their business to fit their ideal dream lifestyle. We do this with the creation and implementation of simple systems. The result of the program is more freedom, income, & time for the Business Owner. To learn more on how this can benefit you and your business, head on over to www.homeservicebusinesscoach.com Free Resources For You: 1. Get your Free Trial and 20% OFF with Jobber: https://jobber.grsm.io/revivewashing 2. Free Trial of Nice Job: http://nicejob.grsm.io/davidmoerman7096 3. Free Facebook Group (3500+ members and counting): https://www.facebook.com/groups/cleaningentrepreneurs 4. Book Your Free Call With Our Team: https://www.homeservicebusinesscoach.com/ 5. Follow Us On Instagram: https://instagram.com/homeservicebusinesscoach_ 6. Email David Directly: dave@homeservicebusinesscoach.com

Background:Liam is the Founder & CEO and Bucket Brigade Cleaning in Hamilton, Ontario in Canada.He stopped by the podcast to share his story and how his business is growing.Connect with Liam and his business:Instagram - https://www.instagram.com/b

Championing creativity and entrepreneurship since its inception, Etsy's mission is to keep commerce human--and they do just that by empowering creative entrepreneurs with the tools needed to start and scale their own businesses. This week, we're taking a deeper look into our Etsy Accelerator program and how it helped our member and fashion designer, Sarah Sustainable, to boost her online sales from 20 to 200. An award winning fashion designer, Sarah Sustainable (Sarah Davis-Ata) graduated from the Fashion Institute of Technology with a BFA degree specializing in intimate apparel. Her love for lingerie, and passion for sustainability drives an extraordinary collection that features attention to detail, sprinkled with sparkle and lace that will dress up any outfit, pioneering for sexy style in the eco-friendly fashion space. As part of her sustainability campaign, she promotes a "treasure, not trash," philosophy that is no waste from start to finish. She walks her talk by crafting her items using high end remnants and luxury materials that have been salvaged from the fast fashion industry, subtracting excess directly from the landfill. What you'll Learn The difficulties of having your own website compared to paying the Etsy fees How the pandemic has changed Sarah and her 10-year Etsy shop Benefits of utilizing stats in building one's shop "I want to stay connected in this community of Etsy sellers with Jenny's guidance. I feel like I have a mentor and just go for it." -Sarah Sustainable Connect with Sarah Sustainable Instagram: https://www.instagram.com/sarah_sustainable_fashion/ (@sarah_sustainable_fashion) Facebook Group: https://www.facebook.com/groups/SarahSustainableFashionGroup (Sarah Sustainable Fashion Group) Facebook Page: https://www.facebook.com/SarahSustainableFashion (Sarah Sustainable Fashion) Sarah's Etsy Shop: https://www.etsy.com/shop/SarahSustainable (SarahSustainable) Resources mentioned on this episode https://www.sarahsustainablefashion.com/ (Sarah Sustainable): Dress Better Resources for Handmade Sellers on Etsy https://www.facebook.com/groups/2174517459511712 (Join our FREE Facebook Group), Etsy Sales & Marketing Strategies for Handmade Sellers https://www.jenny-hall.com/offers/HrgJqmzP/checkout (Get the SEO Mini Masterclass), and Learn how to write SEO, titles and tags to increase your shop visibility and sales. https://www.jenny-hall.com/5-day-etsy-seo-visibility-challenge (Join our FREE 5 Day Etsy SEO Visibility Challenge) to learn how to make organic sales on Etsy without paid ads.

Etsy is a great place for people who want to start their own business and make money from home. Etsy provides the tools that will allow you to create your own shop, upload products, and market yourself in ways that work best for your unique style. Etsy also provides an opportunity for you to grow into a Full-time seller with the right amount of hustle! In this episode, we'll be hearing from our member Charlotte Wade on how can you take your Etsy shop full time on your own time. Bringing your Etsy shop to the next level can be a challenge. Luckily, Charlotte has figured out how to make her Etsy shop full time with a little help from our Etsy Accelerator program! She now runs her little Etsy store full-time from home and she just loves making and creating gifts that make people smile. Listen to this episode to learn about this creative Etsy artist who turned her favorite hobby into an awesome career! What you'll Learn Charlotte's positivity aspect of her artworks Recognizing your target audience and creating a theme and focus for your Etsy shop How venturing into Etsy has helped Charlotte amidst the pandemic "A lot of people are continuing to shop online because they know that they can find unique things rather than just buying the same thing that everyone else has got from the shops." -Charlotte Wade Connect with Charlotte Wade Charlotte's Etsy Shop: https://www.etsy.com/shop/cwphotoart/ (CWPhotoArt) Resources for Handmade Sellers on Etsy https://www.facebook.com/groups/2174517459511712 (Join our FREE Facebook Group), Etsy Sales & Marketing Strategies for Handmade Sellers https://www.jenny-hall.com/offers/HrgJqmzP/checkout (Get the SEO Mini Masterclass), and Learn how to write SEO, titles and tags to increase your shop visibility and sales.

An interview with Kevin Thury from WashPros US about how he is growing his pressure washing business in Houston, Texas Connect with Kevin's Business Online: https://www.facebook.com/WashPros.us https://www.instagram.com/washproswindows/ Resources For You: 1. Get your Free Trial and 20% OFF with Jobber: https://jobber.grsm.io/revivewashing 2. Free Trial of Nice Job: http://nicejob.grsm.io/davidmoerman7096 3. Free Facebook Group: https://www.facebook.com/groups/cleaningentrepreneurs 4. Book Your Free Call With David: https://www.homeservicebusinesscoach.com/ 5. Email David: homeservicebusinesscoach@gmail.com

An interview with Kevin Thury from WashPros US about how he is growing his pressure washing business in Houston, TexasConnect with Kevin's Business Online:https://www.facebook.com/WashPros.ushttps://www.instagram.com/washproswindows/Resources For You

When Saloni arrived in Australia to study Sport Management, she only had one goal in mind... get a job at Cricket Australia.We're glad to report that after a false start studying Information Technology, overcoming family pressures about the likelihood of a career in sport, and not knowing anything about the landscape in Australia... Saloni has made her dream come true.If you're interested in learning more about the resources and Community Saloni had, check out the SportsGrad Membership: www.sportsgrad.com.au/membership*This episode is brought to you by Deakin University, the Official Education Partner of The SportsGrad Podcast.Find out why Deakin is ranked #6 in the world for sport related subjects at www.deakin.edu.auAt Deakin University you can be confident you'll get the job you want with the degree employers want.*If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes here? It takes less than 60 seconds, and really makes a difference in helping to land guests.Want a job in sport? Download our FREE eBook ‘How to Get Jobs in Sport: The SportsGrad Method' at www.sportsgrad.com.auFollow @sportsgrad on InstagramConnect with us on LinkedIn:Connect with SaloniConnect with ReubenConnect with Ryan See acast.com/privacy for privacy and opt-out information.

Kimo is the Owner & Founder of Clean Exteriors LLC in Puyallup Washingtonhttps://cleanexteriorsllc.com/https://www.facebook.com/CleanExteriorsLLCResources For You:1. Get your Free Trial and 20% OFF with Jobber: https://jobber.grsm.io/revivewashin

Kimo is the Owner & Founder of Clean Exteriors LLC in Puyallup Washington https://cleanexteriorsllc.com/ https://www.facebook.com/CleanExteriorsLLC Resources For You: 1. Get your Free Trial and 20% OFF with Jobber: https://jobber.grsm.io/revivewashing 2. Free Trial of Nice Job: http://nicejob.grsm.io/davidmoerman7096 3. Free Facebook Group: https://www.facebook.com/groups/cleaningentrepreneurs 4. Book Your Free Call With David: https://www.homeservicebusinesscoach.com/ 5. Email David: homeservicebusinesscoach@gmail.com

Ben Nguyen is the Founder & CEO at Full Color Cleaners in Austin, TexasCheck out Ben's Business on Facebook: https://www.facebook.com/FullColorCleanersCheck out Ben's Web-Site: https://fullcolorcleaners.com/Resources For You:1. Get your Free Trial

Ben Nguyen is the Founder & CEO at Full Color Cleaners in Austin, Texas Check out Ben's Business on Facebook: https://www.facebook.com/FullColorCleaners Check out Ben's Web-Site: https://fullcolorcleaners.com/ Resources For You: 1. Get your Free Trial and 20% OFF with Jobber: https://jobber.grsm.io/revivewashing 2. Free Facebook Group: https://www.facebook.com/groups/cleaningentrepreneurs 3. Book Your Free Call With David: https://www.homeservicebusinesscoach.com/ 4. Email David: homeservicebusinesscoach@gmail.com

Tom Mifflin is the Founder & CEO at Premiere Cleaning Solutions in Highland, Illinois Support Tom's Business on Facebook: https://www.facebook.com/PremiereCleaningSolutions Book Your Free 45 Min Call with David at www.homeservicebusinesscoach.com Resources For You: 1. Get your Free Trial and 20% OFF with Jobber: https://jobber.grsm.io/revivewashing 2. Free Facebook Group: https://www.facebook.com/groups/cleaningentrepreneurs 3. Book Your Free Call With David: https://www.homeservicebusinesscoach.com/ 4. Email David: homeservicebusinesscoach@gmail.com

Tom Mifflin is the Founder & CEO at Premiere Cleaning Solutions in Highland, IllinoisSupport Tom's Business on Facebook: https://www.facebook.com/PremiereCleaningSolutionsBook Your Free 45 Min Call with David at www.homeservicebusinesscoach.comRes