Podcasts about mid market

First-of-the-month accountability check reveals a brutal reality: a salesperson with nothing on the scoreboard, no pipeline, no meetings, and no real plan beyond "follow up with four people" and "pack boxes for Thursday's event." This episode is a wake-up call for anyone in sales responsible for generating their own pipeline. Learn why treating your time like a precious resource isn't optional—it's survival. Discover the two critical mindsets that separate top performers from struggling reps: (1) strategic calendar planning with "The Perfect Week" framework, and (2) complete ownership mentality that refuses to accept passive excuses like "this week's basically shot." If you're carrying a "shit happens to me" mentality instead of "I make shit happen," this unfiltered conversation will either light a fire under you or make you realize sales isn't for you.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

After years of struggling with content that either grew the business but burned him out, or stayed authentic but didn't generate leads, this episode reveals a new strategy that solves both problems. The challenge: three goals kept conflicting—grow the business, teach what you're learning, and actually enjoy creating content. The breakthrough? Create unfiltered content on dedicated channels (daily podcasts, raw thoughts on X) without worrying about hooks, thumbnails, or "ideal client" topics, then let the team mine that library to extract and reposition the business-growing content. Learn why quality comes from quantity, why ghostwriters and AI shortcuts weren't working, and how this approach finally addresses the fundamental tension between authentic voice and scalable growth—especially for founders using personal brands to grow real businesses, not just creator businesses.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Today's guest is Cody Barrow, CEO at EclecticIQ. EclecticIQ is a global cybersecurity leader specializing in threat intelligence technology. Cody joins Emerj Editorial Director Matthew DeMello to discuss how AI-driven analytics and automation are revolutionizing threat detection and response in enterprise cybersecurity. Barrow also highlights practical improvements in workflow automation, early threat identification, and measurable ROI through reduced breach risks and operational efficiency. This episode is sponsored by EclecticIQ. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast!

Today's guest is Dirk Michiels, CEO of Savaco. Savaco is a Belgium-based managed service provider specializing in hybrid cloud solutions, cybersecurity, and enterprise software deployment. Michiels joins Emerj Editorial Director Matthew DeMello to discuss the transformative role of hybrid cloud architectures in enterprise data and AI strategies. He also highlights how seamless integration, enhanced security protocols, and optimized deployment workflows lead to faster innovation and measurable ROI for modern organizations. This episode is sponsored by Xurrent. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast!

When a team member quoted the host's own content back to him—"focus on one thing, use one metric"—it would have actually been counterproductive. This episode clarifies a critical nuance that changes everything: yes, focus on ONE constraint (the biggest problem blocking your business), but measure it with at least TWO competing metrics. Why? Because single metrics get gamed, even unintentionally. Focus only on close rate? Sales reps start disqualifying opportunities. Only track appointments set? You get garbage meetings with terrible show rates. Only measure YouTube followers? You end up with 100,000 subscribers and 3 views per video. Learn how to identify your true constraint, why diluting efforts across multiple initiatives kills velocity, and how to set up balanced metrics that actually move your business forward instead of just moving numbers on a dashboard.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Watching his wife spend weeks building custom Christmas decorations from scratch—with zero blueprint and no clear plan beyond a color theme—revealed a powerful business truth. We glorify the Bezos-style crystal clear vision, thinking that's what you need to succeed. But the reality? Most wildly successful entrepreneurs will tell you their business took on a life of its own. Building a business is more art than science—more Steve Jobs ("you can only connect the dots in hindsight") than detailed master plan. This episode explores why loving the process matters more than having perfect clarity, how the process itself reveals options you couldn't have predicted, and why energy to push through inevitable frustrations comes from one of two sources: either a vision so clear it pulls you through, or genuine love for the creative journey itself.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Jo Natauri is Founder and managing Partner of Invidia Capital Management, a healthcare focused private equity firm founded in 2024, with a focus on middle-market buyouts in North America. She was formerly Global Head of Healthcare Investing in the Merchant Banking Division of Goldman Sachs.We start by discussing Jo's path to investment banking and how she chose the business side of healthcare over policy. We discuss her long period of apprenticeship and then leading investments while at Goldman Sachs and her decision to strike out in her own firm. Jo explains the diversity within healthcare, from biotech to hospitals, and the permanent base of demand that makes it a good sector to invest in.  She discusses her core beliefs, including avoiding investments that increase drug prices or target vulnerable populations, and discusses the opportunity set that excites her in the middle market arena. When it comes to mentors Jo has had some legendary investors within her circle and cites the apprentice nature of the investment business as a key aspect to be remembered and observed across the seniority spectrum. Series 5 of 2025 is kindly sponsored by Diamond Hill. Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. An independent active asset manager with significant employee ownership, Diamond Hill's investment strategies include differentiated US and non-US equity, alternative long-short equity and fixed income.

Ray Green shares why he eliminated call minimums when he took over his first sales team - and how revenue per sale doubled as a result. Most sales managers crack the whip on volume and activity metrics, but Ray argues this comes at the expense of optimizing for what you actually want: results. In this episode, he breaks down the policy change he implemented, the cultural shift required to make it work, and how he recruited differently to build a team that took ownership of outcomes instead of just checking boxes on activity. Ray introduces the Laffer Curve framework for understanding when increased volume starts decreasing results, shares how his team went on to hit their numbers for 10 consecutive years, and explains why this approach is more critical than ever as AI threatens to replace volume-based sales roles. This isn't about having no standards - it's about having the right standards on the things that actually matter.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Can a team be made up entirely of aggressive, play-to-win people? Or do you need the balance of risk-conscious players who pump the brakes? This episode breaks down a fascinating leadership question: the fundamental difference between people who play to win versus those who play not to lose—and why it matters for building your team. Discover the critical distinction between two types of "play not to lose" people: Type 1 who intelligently mitigate risk with confidence versus Type 2 who operate from fear and low self-esteem. Learn why the best CEO partnerships involve a play-to-win leader paired with a Type 1 risk calculator (like the CFO who fought like cats and dogs but made the organization stronger), and why Type 2 players create toxic opportunity cost that kills long-term growth.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

When a team member fed me pure ChatGPT fluff instead of their actual expertise, it was time to draw a line. As an early adopter and power user of AI, this episode reveals the exact guidelines now required for using AI in the business—from protecting proprietary knowledge on closed systems to owning every output you submit, even if AI generated it. Learn when AI is brilliant (research, refining messages, automating tasks) versus when it's a road to mediocrity (outsourcing your thinking). The uncomfortable truth: AI has all the information but doesn't really know anything, and lazy AI habits are causing thought atrophy in otherwise smart people. These framework guidelines will help you leverage AI's strengths while protecting what actually makes you valuable.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

After hiring hundreds of people across 20 years—from reversing a decade-long sales decline at the US Chamber of Commerce to leading executive turnarounds—here's the uncomfortable truth nobody admits: hiring isn't just science, it's feeling. Sure, use scorecards and screening processes to get to your final candidates, but when you're looking at five people who all score between 80-85, what separates the good from the absolute killers? This episode shares the real stories: the purple-haired sales guy HR said not to hire who became the top performer, the economics grad hired without a role who helped Moneyball a 45-year-old company, and the bar conversation that led to a hire so good it changed where the host lives today. Learn why gut decisions produce outliers and how to strengthen your hiring intuition.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Feeling stretched thin trying to do everything in your business? You're not alone. Many MSP owners ask how to remove themselves from sales, but that's the wrong question. Sales is the oxygen your business needs—you never fully step away from it. The real question is: how do you get your time back while keeping sales flowing? This episode breaks down the exact phases of promoting yourself through your sales organization, from doing everything yourself, to hiring your first SDR, to building a team where you operate as a true sales leader. Learn why each role funds the next, why abdication kills results, and how to build a self-sustaining sales machine without losing control of your company's lifeline.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

That voice in your head telling you to do better, work harder, be more—should you silence it or lean into it? Society says constant self-criticism is unhealthy, that you should learn to be content and accept yourself as you are. But what if that relentless inner critic is actually your superpower? This deeply personal episode explores how embracing (not fighting) the inner critic helped jump literal generations of family trajectory—from broken homes and instability to building the life most people only dream about. Learn the two critical mindset shifts that turn self-criticism from exhausting battle into rocket fuel, including the crucial distinction between "my actions can improve" versus "I'm not enough as a person."//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

I learned this lesson early in my management career and have lived it every day since: a great team will always outperform a group of individual stars, no matter how talented those individuals are. A real team isn't just people doing their jobs—it's a system where everyone is aligned on the same goal, willing to collaborate, share best practices, sacrifice their own time, and do whatever it takes to help the team win. In this episode, I break down why teams outperform individuals and share a powerful two-minute clip from Tom Brady about the difference between champions and stars. Brady says it perfectly: "Champions do what stars aren't willing to do." I've seen this firsthand—we had a "no prima donnas" rule on my team, and for ten years straight, we never missed a single goal. If you're hiring or building a team, stop looking for the best players and start looking for the best people. That mindset shift will change everything.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

I just saved an MSP owner from six months of pain, tens of thousands of wasted dollars, and zero results—all in about two minutes on a coaching call. He was trying to hire a commission-only sales rep with a $40K "guarantee" and couldn't figure out why he wasn't getting candidates. The problems were massive: he expected them to close deals in 90 days when his sales cycle was 90 days, meaning they'd need three qualified opportunities on day one just to have a chance at hitting quota. Commission-only structures attract less experienced reps, create mercenary behavior, and signal to good salespeople that you either don't have money or aren't willing to invest in the role. In this episode, I break down why this approach fails, the real math behind sales ramp time (hint: it's your sales cycle times two), and what you should actually be hiring for—lead generation, closing, or both. If you're a business owner thinking about hiring sales, this will save you a fortune in mistakes.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Is the audit profession under threat from AI? Ryan and Indi discuss a viral discussion sparked by a graduate questioning if they should accept a Big Four internship given PwC's heavy investment in AI audits. The hosts discuss whether automation will replace juniors or simply change the nature of the work. Also - this week in accounting tech news: Intuit and OpenAI: Intuit announces a strategic partnership with OpenAI to power new AI agents across Credit Karma and TurboTax. Digits' Bold Claim: The platform says it can automate the monthly close and bank reconciliations to save significant time on manual work. New Entrants: Record OS launches to fix the data collection bottleneck for self-assessments, whilst Vinyl releases a mobile app to capture client meeting data. Integration News: Karbon connects with Active Workpapers and Socket, whilst FreeAgent integrates with Pleo via Shift API. Plus, good news for the industry as Mazuma founder Lucy Cohen is appointed President of the AAT. Finally, Ryan speaks with Anoop Rehal from BKL for the Xledger spotlight. They discuss why mid-market firms are turning to outsourcing to solve talent gaps and how moving away from complex app stacks to modern ERPs helps drive efficiency. ➡️ Timestamps 00:00 Welcome to Digi-Tools in Accrual World podcast! 03:32 PwC bets big on AI audits 10:37 Intuit deploys AI agents across Credit Karma and TurboTax 14:50 Karbon connects with Active and Socket 16:22 FreeAgent connects with Pleo 19:47 Digits claims to fully automate the monthly close using AI bank reconciliation 21:36 New entrant Record OS launches to fix the self-assessment bottleneck 23:52 Vinyl launches a mobile app to help accountants manage meetings on the go 27:30 Dext releases November product updates 28:43 AAT appoints Mazuma founder Lucy Cohen as its new president 32:34 Mid-Market Outsourcing: Solving Talent Gaps and Tech Stacks with BKL - Xledger 44:16 Rate, like and subscribe

Break-fix calls can be goldmines for MSP growth—if you handle them right. The mistake most providers make? They solve the immediate problem, then try to upsell managed services when the client feels relieved and satisfied. That's like asking someone to order their next meal right after they've finished a T-bone steak. This episode reveals a simple process tweak that creates natural leverage for managed services conversations: how to bundle an assessment or diagnostic discussion into every break-fix visit, so you can uncover latent pain points and present real findings instead of relying on the client to see the value on their own.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

After a conversation with a friend who built a $200 million gym franchise empire, this episode explores the age-old debate about hard work in entrepreneurship. Is it all about grinding 80 hours a week, or can you meditate your way to success with just a few hours of deep work? The answer lies in a powerful surfing metaphor: business success isn't about choosing one approach—it's about recognizing which season you're in. Learn how to identify whether you're in a paddling phase or a wave-riding phase, and why trying to do both at the wrong time can actually sabotage your results.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Think your job in sales is to talk to people who are ready to buy? That's just order-taking, and there's not much commission in that. In this episode, I break down the three categories every MSP prospect falls into: the red zone (won't buy no matter what), the green zone (ready to buy regardless), and the yellow zone where you actually make your money. The yellow zone is where real sales happen. These prospects could say yes or no, and your job is to close the gap between where they are and where they need to be to buy. When you understand this, objections and pushback become part of the job instead of frustrations. This mindset shift will transform both your results and your experience in sales.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP platform built from the ground up for the AI era.Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Before DualEntry, he co-founded Benitago, a leading Amazon brand aggregator. His experience running a multi-entity, high-growth business exposed the inefficiencies in traditional finance systems, inspiring him to build a next-gen ERP solution from scratch.In this episode, you will discover:Why legacy ERP systems are fundamentally broken, and how AI changes the gameHow DualEntry enables 24-hour ERP data migrationThe role of AI in journal entries, reporting, and reconciliationHow auditors are embracing automation and AI for compliance and accuracyWhy ERP systems must evolve beyond just being "AI-enabled" to truly AI-nativeSantiago Nestares joins Paul and Glenn to reveal how DualEntry is transforming ERP for the AI era. From eliminating painful migrations to building systems finance teams actually enjoy using, Santiago makes it clear: the future of ERP is AI-native, fast, and built with users in mind. ERP doesn't have to be a burden. With the right tools, it can become a strategic advantage.Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Santiago:LinkedIn: https://www.linkedin.com/in/santiago-nestares/Website: https://www.dualentry.com/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:36] - Lessons from Scaling to $100M & ERP Frustrations[03:37] - Why ERP Migrations Are So Broken[07:47] - How DualEntry Raised a $90M Series A[10:51] - AI-Native vs. AI-Enabled ERP Systems[18:23] - Challenges and Realities of 24-Hour ERP Migration[23:26] - Why Building a Mid-Market ERP Is a Bold Move[28:18] - Using AI in Audits & Real-Time Reporting[31:45] - Rapid-Fire AI Questions[35:52] - Final Reflections & Wrap-Up

Discover why your outbound efforts aren't generating the results you expect. This episode breaks down the critical mistake most MSPs make—only targeting the 3% of prospects ready to buy right now—and reveals two powerful systems that successful MSPs use to capture the other 97% of the market. Learn how to implement an intel-gathering system that turns every outbound call into future opportunities, and create a top-of-mind strategy that positions you perfectly when prospects are finally ready to switch providers. Real client case study included: how one MSP went from 3-4 appointments per month to 20+ using these exact strategies.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

A viral tweet calling entrepreneurship "just a lottery" hit my feed last week, and I had to respond. The author claimed successful entrepreneurs are lucky players who pretend their success was skill, and thousands of people ate it up. In this episode, I share my original reaction, but more importantly, I break down a powerful story from Alex Hormozi's $100 Million Leads about "The Many-Sided Die" that reframes the entire conversation. Yes, luck exists—some people roll green faster than others. But the real insight is this: you win by continuing to play. Every roll improves your odds, builds your skills, and gets you closer to success. The only guaranteed way to lose is to quit and blame your failure on everyone else getting lucky.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Mid-market leaders are facing a once-in-a-generation opportunity with AI, and this episode shows how to capitalize on it.  John Powers, former CIO and Chief Transformation Officer at Deloitte and now Executive in Residence at Mod Op, shares practical ways to turn AI, data strategy and governance into real competitive advantage. He explains why smaller, more nimble companies can finally “punch above their weight,” how to spot the fastest wins and where custom, company-specific AI beats off-the-shelf tools. You'll hear how John partnered with Mod Op to stand up data leadership, why engineering the way you communicate makes AI dramatically more effective and how to rethink work so teams spend less time on administrative tasks and more time on growth.  If you're done “checking the AI box” and ready to drive measurable outcomes, this conversation gives you a clear path forward. Leader Generation is hosted by Tessa Burg and brought to you by Mod Op.  About John Powers: John is an accomplished senior advisor with decades of success driving transformation for global multi-nationals, now bringing that experience and expertise to Mod Op Strategic Consulting clients. As Deloitte's Global Chief Transformation and Chief Information Officer he led enterprise-wide IT cloud migrations, modernized cybersecurity governance and implemented zero-trust principles to bolster resilience, while reducing cost, and improving service delivery. His experience in strategy, digital transformation, inorganic growth and organizational effectiveness is now dedicated to leveraging AI and Big Data to drive growth and profitability. John can be reached on LinkedIn or at John.Powers@ModOp.com.  About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

On this episode of The SaaS CFO Podcast, Ben Murray welcomes Matt Blumberg, CEO of Markup AI, to discuss his remarkable journey through the tech startup world. With over two decades of leadership experience—including building moviefone.com, scaling Return Path to $100 million in revenue, and leading executive search disruptor Bolster—Matt Blumberg brings a wealth of insight into startup growth, business transformation, and adapting to evolving technology. In this conversation, Matt Blumberg shares the story behind Markup AI, a company redefining how businesses safeguard their content using AI-powered “content guardian agents.” He discusses the recent rebranding from Acrolinx, the impact of large language models on both product and customers, and their transition into a new API-first, consumption-based business model. Listeners will hear lessons about navigating private equity ownership, fundraising for transformative pivots, and crafting multi-pronged go-to-market strategies—from enterprise sales to developer-driven adoption. Tune in for an honest look at leadership, innovation, and what's next for Markup AI in the dynamic world of SaaS and AI content management. Show Notes: 00:00 "AI Guardian for Perfect Content" 03:51 Acrolinx's AI Evolution 09:33 "Defining AI Content Guardians" 11:18 Private Equity Risks in Mid-Market 13:57 AI Adoption Strategies in Enterprises 18:44 "AI Growth and Rebrand Focus" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/markup-ai-raises-27-5-million-in-funding Matt Blumberg's LinkedIn: https://www.linkedin.com/in/blumbergmatt/ Markup AI's LinkedIn: https://www.linkedin.com/company/markupai/ Markup AI's Website: https://markup.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Lee Lewis explains the "grass is greener" paradox: large employers feel they're too bureaucratic to innovate, while mid-market employers feel they lack the scale. He reveals how a new model is breaking down these barriers, bundling Fortune 100-level solutions and making them accessible to the mid-market for the first time.Tune in to understand:Why the "Show-Up" model is the only effective way to implement Direct Primary Care.How hospitals use infusion therapy as a "streaming revenue" machine and how to stop it.The groundbreaking impact of psychedelic therapies on addiction and mental health costs.How to bring the most powerful health strategies to your clients, regardless of their size.LEARN MOREHealth Transformation Alliance: https://www.linkedin.com/company/health-transformation-alliance/Heads Up Adviser: https://virtuealliance.com/heads-up-adviser/Show Sponsor Virtue Health: https://virtuealliance.com/CONNECT ON LINKEDINLee Lewis: https://www.linkedin.com/in/leewlewis/John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/

I got a cold call completely by chance while recording content, and as someone who reviews hundreds of sales calls, this was like Christmas morning. The health coaching rep did a solid job overall—good tone, professional, not pushy—but missed some critical opportunities that would've moved the deal forward. In this episode, I break down the entire call and show you what happens when a prospect quantifies where they are (I said I'm an 8.5 out of 10), why phrases like "small needle movers" kill urgency, how speed to lead matters more than you think, and the mistake of pitching another call without giving a compelling reason to show up. This is raw, real-time call coaching you can apply immediately.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Welcome to another episode of The SaaS CFO Podcast! This week, Ben Murray sits down with Albert Gozzi, the co-founder and CEO of Aleph, an innovative AI-driven FP&A platform transforming how finance teams operate. Originally from Argentina, Albert Gozzi shares his journey from Procter & Gamble to Bain, and later as a startup CFO, where he experienced firsthand the frustrations of spreadsheet-heavy workflows in finance. Together, they dive into the founding story of Aleph, its mission to streamline financial data and workflows, and how the company's AI-powered solutions are empowering finance and FP&A teams to work smarter and faster. In this episode, you'll get insider insights on Aleph's rapid fundraising journey—having recently closed a $30 million Series B and totaling $47 million to date. Albert Gozzi candidly discusses what investors look for at each funding round, the nuances of scaling go-to-market efforts, lessons learned from dozens of investor rejections, and why finding product-market fit is just the beginning. Plus, they uncover how Aleph's unique approach to implementation and pricing is winning fans among CFOs in mid-market and private-equity-backed businesses. If you want a behind-the-scenes look at building and scaling a modern SaaS finance platform, this is the episode for you. Tune in to hear the latest on Aleph's roadmap, practical advice for SaaS founders, and where the future of FP&A is headed. Show Notes: 00:00 "AI-Powered Financial Data Management" 03:59 "Flexible Platform for Mid-Market" 08:18 "Road to Series C" 11:01 "Importance of Market Repeatability" 16:19 "Fast Implementation Drives Success" 20:24 "CAC Payback: A Cautious Metric" 22:14 "Doubling Down on AI Advancements" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/aleph-raises-29-million-in-series-b Albert Gozzi's LinkedIn: https://www.linkedin.com/in/albertgozzi/ Aleph's LinkedIn: https://www.linkedin.com/company/getaleph/ Aleph's Website: https://www.getaleph.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Mid-market brands have hopes that AI can make them more competitive, but know they need to upskill their AI literacy. WARC's Lexi Wolf talks to Caroline Giegerich, VP - AI & Marketing Innovation at IAB; and Jillian Ryan, Senior Manager, Content Marketing Strategy at Intuit Mailchimp about a new report from Mailchimp and WARC. This episode is sponsored by Mailchimp.

In this episode, host Mario Nigro talks with Oaklins Canada partner Jonathan Sherman. As a worldwide M&A advisory firm, Oaklins is able to expose Canadian midmarket businesses to a global marketplace of potential buyers and sellers, in addition to assisting with purely domestic transactions. The discussion focuses on the effect of tariff-related uncertainty on potential foreign acquirors. Jonathan notes that while many buyers are hesitant about acquisitions in the metals and auto sectors, there is still a healthy appetite in the U.S. and overseas for acquisitions in CUSMA-protected industries. Looking ahead, Jonathan predicts that pent-up supply will drive higher deal volumes in 2026, fueled by succession planning and delayed transactions.

In this episode of Corporate Treasury 101, we are joined by Sue Caras, Head of Global Commercial Banking for Global Payments Solutions at Bank of America, to explore the challenges and best practices treasury teams must consider when expanding internationally. With over two decades of experience in corporate treasury and global banking, Sue provides expert insights into managing cash flows, foreign exchange (FX) strategies, and navigating local regulations during international expansion.Sue discusses the foundational decisions treasury teams need to make when entering new markets, the role of technology in streamlining operations, and the evolving regulatory landscapes across different jurisdictions. Whether you're part of a growing middle-market company or supporting a multinational enterprise, this conversation offers practical advice on the strategic and operational aspects of corporate treasury during global expansion.What You'll Learn in This Episode:International Expansion Strategy: Key treasury decisions when scaling internationally, from starting with cross-border transactions to setting up full operations abroad.Cash Management Best Practices: How to establish an effective global cash management structure, including choosing banking partners, setting up accounts, and handling liquidity.Managing FX Risks: Approaches to mitigating FX exposure when invoicing in local currencies and handling fluctuating exchange rates.Navigating Regulatory Complexity: How to manage the regulatory challenges of different countries and understand the role of central banks in financial transactions.The Role of Treasury in M&A: How treasury teams support international business development through mergers and acquisitions (M&A).AI in Treasury Operations: How generative AI is transforming treasury functions, from forecasting cash flows to automating invoicing and reconciliation.Episode Breakdown with Timestamps:[00:00] – Meet Sue Caras from Bank of America[02:35] – Key Treasury Decisions When Expanding Internationally[03:51] – Building Best-in-Class Cash Management Infrastructure[07:57] – Managing Currency Exposure and Natural Hedging[13:18] – Best Practices for Organic International Expansion[17:30] – Treasury's Role in Mergers and Acquisitions (M&A)[21:17] – The Impact of Tariffs and Global Market Volatility[24:00] – How Bank of America Uses AI in Treasury[31:29] – Real Client Case Studies of AI in Treasury Operations[43:36] – Final Advice: Why Global Expansion Should Be FunFollow our guest, Sue Caras: LinkedIn: https://www.linkedin.com/in/sue-caras-0a08ab169/ Bank of America: https://www.linkedin.com/company/bank-of-america-business/ Follow Corporate Treasury 101:Website: https://corporate-treasury-101.com/ LinkedIn: https://www.linkedin.com/company/86645197/admin/dashboard/ Follow Hussam & Guillaume:Hussam on LinkedIn:

Abe Kasbo is the founder and CEO of Verasoni. An independent marketing communications advisory firm based in New Jersey. Abe discusses why he published his latest book, Irresponsibly Digital.  He challenges mid market leaders to confront the unchecked excesses and missed opportunities of today's digital-first landscape.  Abe discusess the importance of accountability, understanding customer behavior, and the need for courage in marketing strategies. He emphasizes the significance of storytelling in marketing, the pitfalls of social media engagement, and the resurgence of traditional media.  From Pet Rocks to Trump; OpenAI to Amazon. Abe and Anton traverse the clickocracy, challenges and opportunities facing marketers today. Listen on Apple: https://podcasts.apple.com/au/podcast/managing-marketing/id1018735190   Listen on Spotify: https://open.spotify.com/show/75mJ4Gt6MWzFWvmd3A64XW?si=a3b63c66ab6e4934   Listen on Stitcher: https://www.stitcher.com/show/managing-marketing   Listen on Podbean: https://managingmarketing.podbean.com/    For more episodes of TrinityP3's Managing Marketing podcast, visit https://www.trinityp3.com/managing-marketing-podcasts/   Recorded on RiversideFM and edited, mixed and managed by JML Audio with thanks to Jared Lattouf.

No episódio de hoje do Podcast Canaltech, Guilherme Haas, estrategista de conteúdo do Canaltech conversa com Arthur Borges, Head de Negócios para Mid-Market no Google, sobre o impacto da inteligência artificial no marketing e no comportamento do consumidor. A partir do estudo “Mapa da Influência”, desenvolvido pelo Google em parceria com a Boston Consulting Group, Arthur explica como o antigo funil de marketing deu lugar a uma jornada muito mais fluida, marcada por quatro hábitos principais: buscar, rolar, assistir e comprar. Ele também fala sobre maturidade digital, o papel da IA na personalização com responsabilidade e as habilidades que os profissionais de tecnologia e marketing precisam desenvolver para acompanhar essa transformação. Você também vai conferir: OpenAI planeja entrar no mercado com valor recorde; Brasil está no topo do ranking mundial de vítimas de fraudes digitais; Robô humanóide que faz tarefas domésticas por você; Chefe da Take-Two afirma que IA não poderia fazer um novo GTA; Jogos da PS Plus de novembro. Este podcast foi roteirizado por Fernada Santos e apresentado por Marcelo Fischer, e contou com reportagens de Marcelo Fischer, Jaqueline Sousa, Wendel Martins e Gabriel Cavalheiro, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Ever been on a sales call where your gut tells you something's off, but you say nothing? That disconnect between what you're sensing and what you're saying is killing your deals and destroying your confidence. In this episode, I break down why ignoring red flags wastes your time and erodes your self-respect, and I share a real story where addressing the tension in a call turned a disengaged prospect into a signed client in 50 minutes. Learn how to trust your intuition, have candid conversations the right way, and why prospects will actually respect you more for it./Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

I'm breaking down exactly how to handle one of the most frustrating situations in MSP sales: when you fix a break-fix problem for a prospect, mention managed services, and then get completely ghosted. The reality is they no longer feel the pain after you've solved their problem, so there's no urgency to move forward. Instead of making one or two follow-ups and giving up, I'm showing you how to build a simple five-email sequence that does the heavy lifting for you. This sequence educates them, shifts their mindset, and nurtures them from "not ready" to "let's talk" - without you having to badger them every week. I'll walk you through exactly what to include in each email, how to make it valuable enough that they'd want to share it, and how this same strategy works for any recurring sales objection you're dealing with. One of my clients tried this and got a callback four weeks later asking about security assessments - that's how you turn qualified prospects into qualified opportunities//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Cyber Risk Unfiltered: Behind the Scenes of Mid-Market Attacks by IB Talk

I burned through $50,000 and four virtual assistants trying to fix my operations and tech stack, and things only got worse. The problem? I was trying to skip the hard part - actually understanding what needed to be fixed before hiring someone to fix it.Dan Sullivan's "Who Not How" advice is brilliant, but there's a critical piece missing that cost me nine months and left my business in worse shape than when I started. The real formula isn't just "who not how" - it's "you, then who, somehow."I see MSP owners make this exact same mistake on the sales side constantly. They hire agency after agency, SDR after SDR, trying to outsource their way out of a problem they don't fully understand. If you've burned through multiple people in the same role, the role is probably wrong - not the people.You don't need to become an expert, but you need to understand the problem well enough to know who you're hiring for, what success looks like, and how to measure progress. Otherwise, you're just throwing money at a problem and hoping it goes away.This was an expensive lesson for me. Hopefully you can learn it without paying the same tuition//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Bob Dhillon - President & CEO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion.Bob Dhillon is Founder, President & CEO of Mainstreet Equity Corp., a publicly traded real estate corporation on the Toronto Stock Exchange (TSX:MEQ). Based in Calgary, Alberta, Canada, as at Q3 2025, assets are valued at CDN$3B+ with 18,771 rental apartment units across western Canada (BC, AB, SK and Winnipeg). For over 25 years, Bob and Mainstreet have provided consistent, year over year, double digit returns to investors through MEQ's continued organic growth.Bob is also the owner of National Payments, a Visa and MasterCard approved merchant-processing business in the financial services sector.In 2018, Bob gifted CDN$10M to the University of Lethbridge towards the creation of the Dhillon School of Business (DSB).Mr. Dhillon has been awarded numerous awards including: Appointed as Officer of the Order of Canada, the Queen Elizabeth II Platinum Jubilee Medal 2022 and Diamond Jubilee Medal, Appointed Honorary Consul General of Belize for Canada, Entrepreneur of the Year Prairies Real Estate and Construction (Ernst & Young 2015), Top 25 Canadian Immigrant Awards (Royal Bank of Canada, 2015), & Alberta's 50 Most Influential People (Alberta Venture Magazine, 2011).Mr. Dhillon sits on numerous boards including Strathcona Resources, Alberta Investment Management Corporation (AIMCo), Advisory Council for the Canada-India Business Council & Invest Alberta Corporation.Mr. Dhillon received a Master of Business Administration - Richard Ivey School of Business at the University of Western Ontario. Among other things we learned about The Berkley Days, Montney 1st Innings & Canadian LNG Growth.Among other things we learned about 25 Years of Growth, Mid-Market Value & Early Real Estate Deals.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Oilfield Rentals JSGEVASupport the show

In “Beyond the Mega Shipper: Finding  Untapped Demand”, Joe Lynch and Shan Wu, Co-founder of breadd.ai, discuss the massive, yet often overlooked, opportunity in the mid-market. This essential pivot from chaotic prospecting to laser-focused selling is what breadd.ai helps brokers achieve. About Shan Wu Shan Wu is the cofounder of breadd.ai. As a lifelong sales rep, Shan has sold anything from billion dollar payment contracts to "nothing": cold calling for donations as a telefundraiser – and he still argues freight is the hardest thing to sell. He believes there's enough for everyone to eat in freight today – it's just in the mid-market while everyone fights for the top 100 shippers. So he has built breadd.ai to help brokers operationalize a winning sales strategy, in a brainlessly easy way. About breadd.ai breadd.ai helps brokers sell freight in any market. Today, more than 100 brokers wake up to a list of shipper leads every morning, without lifting a finger. Each shipper is pre-qualified to fit their niche, and fully researched with facilities, decision makers, and phone numbers that get picked up. All you have to do is wake up and call. Stop prospecting and start selling – get your free trial today at breadd.ai. Key Takeaways: Beyond the Mega Shipper: Finding  Untapped Demand In “Beyond the Mega Shipper: Finding  Untapped Demand”, Joe Lynch and Shan Wu, Co-founder of breadd.ai, discuss the massive, yet often overlooked, opportunity in the mid-market. This essential pivot from chaotic prospecting to laser-focused selling is what breadd.ai helps brokers achieve. The Mid-Market is the True Untapped Demand: Shan Wu argues that brokers and carriers should shift their focus beyond the mega shipper. The real opportunity and profitability in freight lies in the highly addressable, but less fiercely contested, mid-market, where there is "enough for everyone to eat." Freight is the Hardest Sale: Drawing on his experience selling everything from "nothing" to billion-dollar contracts, Shan believes freight sales are uniquely challenging. This perspective highlights the critical need for a new, efficient sales strategy to succeed in the current logistics landscape. Operationalize Your Sales Strategy: The path to winning in the mid-market is not just hustle, but structure. Brokers must adopt a "brainlessly easy" and operationalized winning sales strategy to move away from chaotic, inefficient cold outreach. The Shift: Stop Prospecting, Start Selling: The goal of modern sales tools like breadd.ai is to eliminate the time-consuming grunt work of finding and qualifying leads. The key takeaway for brokers is the mandate to transition their daily activities from prospecting (researching) to pure selling (calling and closing). Niche-Fitting and Pre-Qualification are Non-Negotiable: Untapped demand isn't just about finding any new shipper; it's about finding the right one. Success hinges on receiving leads that are pre-qualified to fit a broker's specific niche and lane requirements. Leverage Research for Higher Pickup Rates: Breadd.ai's model demonstrates the value of full lead research. Targeting specific decision-makers with verified phone numbers significantly increases the chances of a successful conversation and closes the loop on truly finding "tapped" demand. Technology as the Equalizer: The power of AI isn't just in load matching; it's in sales enablement. Shan's vision for breadd.ai shows how technology can empower over 100 brokers daily to compete effectively by waking up to a ready-to-call list of researched leads, leveling the playing field against larger competitors. Learn More About Beyond the Mega Shipper: Finding  Untapped Demand Shan Wu | Linkedin breadd.ai | Linkedin breadd.ai The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

In this episode, Eric Malzone sits down with Chris Craytor to unpack the evolving landscape of the fitness industry, highlighting the growing integration between fitness and healthcare, the rise of affordable luxury in fitness experiences, and the vital role of community engagement in member retention. They explore how diverse offerings can address different market needs, how AI can streamline operations, and why preventative health programs are becoming a major focus. Chris also shares insights from his work with ACAC and Weld Health, emphasizing the importance of innovation, strategic partnerships, and collaboration with healthcare providers. The conversation sheds light on the challenges of competition—not only from other gyms but also from home fitness solutions—and the ongoing struggle with capital management faced by independent operators, offering a comprehensive view of where the future of fitness is headed.   LINKS: https://www.sportalliance.com/en/perfect-gym/  https://www.withflex.com/  https://egym.com/int 

I used to think "Always Be Closing" was outdated, sleazy sales advice, but I've completely changed my mind. In this video, I break down why ABC is actually the foundation of consultative selling for MSSPs and B2B sales. The truth is, every single step in your sales process—from discovery calls to assessments to proposals—should be designed with one goal: moving the deal forward and closing the sale. I'll show you the simple framework I use to redesign sales processes, explain why most salespeople are treating discovery and assessments like information gathering instead of closing opportunities, and reveal the biggest mistake I see during proposals that kills deals. If you're in MSP sales or any B2B selling, this reframe will change how you approach every interaction with prospects.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode, Richard Howells talks with SAP's Till Dengel about the new SAP Logistics Management, a solution that digitizes small and remote operations and unifies warehouse and transport with a built-in carrier network. They unpack the shift from pure efficiency to agility and control, the trade-offs of decentralized warehousing, and why connected systems matter. And they also explore how AI and robotics will reshape logistics, and the digital foundations needed to unlock their value. Tune in for practical ways to meet evolving supply chain demands and build resilient operations.

Discover why most MSP deals are actually won or lost during the discovery phase, not at the close! In this video, I break down how to engineer your discovery process to address objections before they even come up. I'll show you how to plant the seeds early by asking strategic questions that uncover pain points, buying motivations, urgency levels, and decision-making processes - then use their own words as your most powerful rebuttals later. Instead of scrambling to overcome predictable objections like "it's too expensive" or "we're not ready yet" at the end, you'll learn to reverse-engineer these concerns into discovery questions that make closing feel natural and almost anticlimactic. I'll walk you through my proven 4-step process to transform your discovery from a technical fact-finding mission into the real close of your deal//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

San Francisco has solved its crime and homelessness crisis in the most brilliant way possible – they're just renaming the neighborhoods! The notorious Midmarket area, plagued by drug dealing, overdoses, and people chasing each other with swords for 178 years, is now magically being rebranded as "Lower Hayes Valley." Because nothing says urban renewal like creative geography, right?We dive deep into this absurd marketing makeover where real estate agents are stretching the truth harder than a yoga instructor. With a staggering 62.6% vacancy rate and businesses fleeing faster than tourists from the Tenderloin, city leaders have cracked the code: if you can't fix the problems, just change the name! Whole Foods couldn't survive here, Twitter escaped, and an entire district lost 80% of its value – but hey, slap a new label on it and watch the magic happen.Is this the future of urban planning – just rebranding failure until it sounds trendy? Will AI startups really fall for "Lower Hayes" when they're literally surrounded by the same chaos that drove everyone else away? Let me know what you think about this masterclass in municipal gaslighting.Hit that subscribe button and notification bell – because someone needs to document this circus as usual!

I reveal the shocking truth about why most MSP deals actually fail - and it's not what you think. After listening to countless sales calls, I've discovered that deals don't die because of timing, price, or contract issues.They fail because sales reps never actually ask for the sale! I know it sounds crazy, but I'm going to prove exactly how this happens and show you the simple techniques I use to avoid getting ghosted by prospects. I'll walk you through my proven closing strategies, including the exact questions that force prospects to reveal their real objections so you can address them on the spot instead of hoping they'll magically say yes later. If you're tired of deals getting stuck in "we'll think about it" purgatory, this video will change how you close forever//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode of Executive Conversations, Maeva Cifuentes speaks with Rob Freedman, VP of Marketing at EZO. Rob shares insights from his two-decade career in marketing leadership, including lessons from preparing companies for IPO and navigating high-stakes executive rooms. He discusses how the role of marketing has shifted from brand-led to performance-driven, and why CFOs and product leaders are now calling more shots in GTM strategy.Rob explains the pressure VC-backed companies face to deliver short-term results, and how that's reshaping what kinds of campaigns get approved. He also breaks down how marketers can earn a seat at the strategic table by adopting accountability early—well before any IPO is on the horizon.From failed international campaigns to executive transparency, Rob unpacks the realities of aligning across functions, staying data-driven, and owning the full customer journey. He shares why filtering messaging down to teams does more harm than good, and how applying IPO-level rigor can elevate performance—even for mid-market companies.

Kevin Freeman, Chief Commercial Officer at Health Catalyst, highlights the challenges mid-market healthcare systems are currently facing, including the predicted impact of Medicaid cuts and the increase in uninsured patients. There is a need to break down data silos and use AI and data analytics to improve the quality of care, reduce costs, and address clinician burnout. The Health Catalyst platform is designed to integrate existing technology, improve efficiency, and provide expertise and support to drive better patient outcomes and manage financially sound organizations.   Kevin explains, "Health Catalyst works with healthcare providers, really of all sizes. Historically, more academics and IDNs, but more recently, over the last six to seven months, have really focused on the mid-market health systems. Mid-market health systems still struggle with some of the same issues that large health systems do, but they lack the technology, expertise, and some of the clinical experience that drive outcomes. So, we're really excited to move into the mid-market, improve quality and patient care, and reduce costs at the same time."    "Our goal is not to rip and replace, but to meet them where they're at. Those investments that they've made, we can take those investments, integrate them into our platform, and drive those outcomes—that outcome improvement strategy across the entire system. I think that one of the biggest things we're seeing is that the technology is just not enough. Dashboards aren't enough. It really takes driving those outcomes and having that clinical expertise. But we don't just bring the technology. We bring the people with the technology to actually partner with them hand-in-hand to actually drive that outcome improvement." #HealthCatalyst #MidMarketHospitals #Hospitals #Healthcare #MedicaidCuts  #HealthcareProviders healthcatalyst.com Listen to the podcast here

Kevin Freeman, Chief Commercial Officer at Health Catalyst, highlights the challenges mid-market healthcare systems are currently facing, including the predicted impact of Medicaid cuts and the increase in uninsured patients. There is a need to break down data silos and use AI and data analytics to improve the quality of care, reduce costs, and address clinician burnout. The Health Catalyst platform is designed to integrate existing technology, improve efficiency, and provide expertise and support to drive better patient outcomes and manage financially sound organizations.   Kevin explains, "Health Catalyst works with healthcare providers, really of all sizes. Historically, more academics and IDNs, but more recently, over the last six to seven months, have really focused on the mid-market health systems. Mid-market health systems still struggle with some of the same issues that large health systems do, but they lack the technology, expertise, and some of the clinical experience that drive outcomes. So, we're really excited to move into the mid-market, improve quality and patient care, and reduce costs at the same time."    "Our goal is not to rip and replace, but to meet them where they're at. Those investments that they've made, we can take those investments, integrate them into our platform, and drive those outcomes—that outcome improvement strategy across the entire system. I think that one of the biggest things we're seeing is that the technology is just not enough. Dashboards aren't enough. It really takes driving those outcomes and having that clinical expertise. But we don't just bring the technology. We bring the people with the technology to actually partner with them hand-in-hand to actually drive that outcome improvement." #HealthCatalyst #MidMarketHospitals #Hospitals #Healthcare #MedicaidCuts  #HealthcareProviders healthcatalyst.com Download the transcript here

I analyze a case study of a $7 million MSP owner whose close rates were declining despite having good reps and processes. What I discovered during our audit was that they had one rep who was phenomenal at opening deals through LinkedIn prospecting and another who was excellent at closing, but both were trying to handle the entire sales cycle from lead generation to account management. //Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

I share a crucial sales framework that can prevent you from losing deals after what seemed like successful presentation meetings. I explain the "BAMFAM" (Book a Meeting from a Meeting) strategy, which ensures you never leave a proposal meeting empty-handed without either a clear decision or a confirmed next step on the calendar. //Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Jason Brigham's journey is a testament to the power of transformation and purpose in the professional landscape. With over 20 years of experience across diverse industries such as healthcare, pharmaceuticals, and SaaS, he has emerged as a strategic consultant dedicated to helping organizations enhance their sales and marketing operations. Initially starting in computer science, Jason's career took several pivotal turns, leading him from IT support to hospitality, and eventually into the dynamic world of digital marketing. His passion for innovation and operational efficiency has allowed him to empower mid-market businesses and mission-driven organizations to navigate the complexities of the digital age. As the founder of GUNA, Jason focuses on enabling brands to achieve their goals through tailored digital marketing strategies. His approach emphasizes the importance of understanding the human element in business, ensuring that technology serves to enhance, rather than replace, the personal connections that drive success. By partnering with nonprofits and organizations committed to social change, Jason has found renewed purpose in his work, aligning his professional endeavors with his values of integrity and community impact. If you are interested in networking or exploring how digital transformation can elevate your marketing efforts, Jason invites you to connect. Whether you are a business seeking strategic marketing insights or guidance on optimizing your sales and marketing processes, he is open to conversations that can lead to meaningful collaboration. Visit www.guna.co to reach out and start a dialogue about how you can leverage innovative strategies for lasting success. For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar