Podcasts about CRM

Today, host Dave Sullivan sits down with Remko Bloemhard, the founder of SuppTrax, a company that's changing the game for roofing contractors when it comes to insurance claim supplementing. Remko breaks down what supplementing really means (think: going back to the insurance company for those extra costs that often get missed in the initial estimate) and why it's such a crucial step for contractors who want to ensure they're getting every dollar they deserve.You'll hear Remko explain how the SuppTrax software makes managing these claims way easier, and how it can even sync up with the CRM systems you're already using. Plus, Dave shares some insights about his own mentoring program, designed to help contractors not just grow their businesses, but also boost profits and carve out more free time.If you're a roofing contractor looking to get the most out of your insurance claims and your business, this is one episode you won't want to miss!What you'll hear in this episode:Importance of supplementing in insurance claims for roofing contractorsOverview of the insurance claim supplementing processChallenges faced by contractors in managing insurance claimsDevelopment and features of a specialized supplement management softwareBenefits of faster payment and improved cash flow through supplementingIntegration of supplement management with existing CRM systemsStrategies for contractors to maximize insurance claim payoutsThe role of inside sales support in enhancing contractor operationsPersonal anecdotes and insights from industry experiencesResources available for contractors to improve their business practices and supplementing capabilitiesResources:Connect with RemkoInfo@supptrax.com(937) 869-1536www.supptrax.comFacebookConnect with DaveFree Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Let's be honest, no one is going to create your dream life for you. I know what it's like to feel stuck in rooms that don't reflect your values or conversations that don't inspire you. In this episode, I share the shift that helped me stop waiting and start facilitating the exact experiences, friendships, and breakthroughs I wanted. Get ready to become the woman who curates what she wants. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS The uncomfortable truth about staying in “victim mode”. Why the most powerful women curate what they want instead of waiting for it. Why I started my own mastermind. The moment I realized I had already canceled myself. The mantra that will shift how you show up. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

In this episode of Owned and Operated, John Wilson is joined by Jack Carr (Jackquisitions) to break down the 4 steps to train your sales team and raise revenue fast.From building a repeatable process to setting metrics, John and Jack share how to treat sales like an order of operations—diagnosing problems step by step so your team can fix weaknesses and improve call over call. They discuss why consistency beats ad-hoc training, how to gamify scoreboards so techs know exactly where they stand, and why “inspect what you expect” is the ultimate accountability layer.John shares how his $30M HVAC, plumbing & electric company used sales training to drive 50% year-over-year growth, while Jack explains how bringing on a salesperson as his third hire fueled 100% growth three years in a row.Together, they unpack:Step 1 – Have a process: Scripts, SOPs, and the scientific method of diagnosing sales gapsStep 2 – Be consistent: Regular training, skills practice, peer feedback, and role playStep 3 – Install metrics: Scoreboards, targets, gamification, and making numbers visible dailyStep 4 – Inspect what you expect: Ride-alongs, monitoring calls, coaching, and accountability loops

In this episode of the Get Creative Podcast, host Justin Tuminowski sits down with Stella Han, co-founder and CEO of Fractional, to explore how anyone—from seasoned investors to complete beginners—can start building wealth in real estate with as little as $5,000. Stella shares her inspiring journey from software engineer to real estate entrepreneur with a portfolio of 150+ units, and the breakthrough moment that led her to co-create Fractional: a platform designed to make capital raising and community-driven investing accessible for everyone—not just accredited investors. Follow Stella: https://www.instagram.com/hellastellah/ ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

Have you ever felt resentment or anxiety holding you back from the life you know you're meant to live? In this episode, Liz Moody opens up about agoraphobia, her fear of flying, and the exact steps she used to rebuild her confidence. We talk about releasing resentment toward our parents, somatic tools that move emotion out of your body, and how to build self-trust with daily choices. Liz breaks down why community and structure are medicine for an anxious brain, and the nervous system tools and decision frameworks to show up fully. Tune in to learn why healing gets to be FUN and how to clearly DEFINE the life you actually want to live. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 Meet Liz Moody, wellness expert and best-selling author. 04:45 How did you develop agoraphobia? 09:30 How does fear of flying impact your life? 15:00 What is the Hoffman Process? 19:30 Tips to release resentment.  27:45 Why experimenting helps with fear and anxiety. 31:15 Three ways to build self-trust. 36:00 Why defining your best life frees you from comparison and regret. 38:00 Why fun and play are non-negotiables in your healing journey. 40:15 Liz's tips for calming the nervous system and finding happiness. 49:00 Tools to overcome performance anxiety.  56:00 Our favorite and least favorite aspects of being in long-term relationships. RESOURCES Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Liz: @lizmoody

How do you build a real estate business that lasts? Spoiler alert: it's not with fancy tech or paid leads. In this bonus episode, we're sharing Alissa's recent guest appearance on The Real South Agents Podcast with Jamie Knight. You'll hear a fresh side of Alissa as she flips the mic and opens up about her earliest days in real estate — from waiting tables to handwriting 250 letters just to build a database. Jamie does a great job pulling out valuable takeaways for both new and struggling Realtors, and you'll leave this conversation with a renewed sense of purpose and plenty of real-life strategies that actually work. You'll hear the exact process Alissa followed to build her repeat and referral-based business, why she almost became a real estate appraiser, and the advice she'd give an agent who's one bad month away from quitting. If you've ever felt like giving up, or you're stuck in the weeds of “what CRM should I use,” this is your pep talk. Here's what you'll learn in this bonus chat: How Alissa went from Cane's lemonade maker to top-producing Realtor Why your business “clock” might not have started yet The low-cost move that helped Alissa build her database How to consistently stay in touch without being pushy or salesy Why writing 250 handwritten notes changed everything What to do when you're struggling and have no leads Simple follow-up strategies that still work in 2025 The email tip that keeps you top of mind (and feels human) Why loving on your people always beats paid leads Products, People & Previous Episodes Mentioned: Jamie Knight, The Real South Agents Podcast Mailchimp (for email list building) Alissa's spreadsheet-style CRM LSU Football Schedule Mailouts Hustle Humbly Community: hustlehumblypodcast.com/membership Freebies for Realtors: hustlehumblypodcast.com/freebies

Our dear friend Christal Cherry and Founder + CEO of The Board Pro and F3 Fabulous Female Fundraisers is back for a third time—yes, a true 3-peat in podcast appearances—bringing her wealth of experience in transforming nonprofit boards into vibrant, engaged communities.

Danielle McGinnis, an Operations Consultant and Business Systems expert, who helps solopreneurs ditch time-consuming manual tasks and automate their workflows to focus on revenue-generating activities.Through her done-for-you CRM setups, VIP days, and operations clarity sessions, Danielle guides service providers, coaches, and consultants to streamline their systems and scale their businesses without increasing their workload.Now, Danielle's journey from corporate employee to entrepreneur was inspired by seeing her husband's transformation after he left his federal job in 2016, showing her what was possible with more freedom and flexibility.And while expanding her offerings to include teaching Virtual Assistants how to become Systems Pros, she's drawing from her 15+ years of operations experience to help others avoid the mistake she initially made—working harder instead of smarter.Here's where to find more:https://www.instagram.com/cuttingedgeopshttps://www.cuttingedgeops.comhttps://www.linkedin.com/in/cuttingedgeops________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

Aspire Commercial's Topher Stephenson explains how brokers can start using AI today with clear workflows, decisive onboarding, and intentional automation.The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.  In this episode of The Crexi Podcast, host Shanti Ryle, Director of Content Marketing at Crexi, delves into Topher's experience, who offers a decade's worth of insights from of working in CRE operations, AI, and marketing and discusses the transformative power of artificial intelligence for the industry. The conversation covers Topher's journey into commercial real estate, the importance of operationalizing excellence, the various AI and automation tools beneficial for CRE, and the evolving role of technology in shaping the future of the industry. Highlights include practical applications, common misconceptions, and strategic recommendations for integrating AI into CRE practices. The episode emphasizes the critical balance between formalized processes and the necessity of flexibility to adapt to the ever-changing CRE landscape.Meet Topher Stephenson: Head of Operations at Aspire CommercialTopher's Journey into Commercial Real EstateInnovative Marketing Strategies in CREThe Importance of CRM and Project Management ToolsOperational Leadership and AI IntegrationComparing Investment DecksCustomizing AI for AutomationExcitement About AutomationPhilosophical Thoughts on AICommon Misconceptions About AIImportance of Documenting ProcessesDeciding Between AI and Human SolutionsBalancing Formal Processes and FlexibilityRapid Fire QuestionsFuture of AI in Commercial Real EstateConclusion and Contact InformationFor show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide.Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi About Topher Stephenson:Topher Stephenson joined Aspire Commercial, a commercial real estate brokerage based in Houston, Texas,  in 2024 as Head of Operations. He directs company operations and marketing strategy, while leading efforts to leverage AI technology in CRE workflows. Topher also provides keynote presentations on how to use AI in CRE and industry conferences and private company trainings both online and in-person around the country, and provides AI & automation consulting services to select partners. With over a decade of experience, he brings expertise in brokerage management, CRE marketing, and operations, specializing in practical applications of AI and emerging technologies.Previously, Topher served as Managing Director at The Boulos Company, Northern New England's largest commercial real estate brokerage. He began his career as Director of Real Estate Marketing at Atlantic National Trust, pioneering innovative marketing strategies for commercial properties nationwide.Topher holds a B.S. in Health Policy & Administration from Pennsylvania State University and a Master's in Business Analytics from the University of Maine. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Get ready, because today's guest is bringing it! SubTo member Dylan Eterovich is here with Pace to spill the secrets on door knocking pre-foreclosures... He's walking us through tough seller conversations, what to do when that "yes" finally comes, and the exact systems he uses to scale... And, if you've ever wondered how to pull the right data to get started, Dylan's got you covered... Let's GO! Follow Dylan: https://www.instagram.com/d.eterovich/ Email Dylan: deterovich@gmail.com ➡️ Save your Dying Deals with This Method: https://gator.sjv.io/OeDgzZ ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

If you've ever thought about starting a mastermind, joining one, or simply creating a program that actually delivers, this episode is for you. Chris and I pull back the curtain on exactly what makes a mastermind not just sell out, but truly change lives, and why accountability, access, and giving your mastermind members a platform within the group changes the game. You'll learn how to design a program that keeps people engaged, creates lasting results, and builds a community that supports each other long after the calls end. If you're ready to grow your business, your impact, and your confidence in leading others, we're sharing how we've duplicated success in our programs so you can too.   Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS Why masterminds thrive when you create opportunities for leadership. How to help your mastermind members stay engaged and consistent. The sweet spot between access and avoiding burnout. Chris' secret to building better programs. How to design programs that deliver real, lasting results. How to create a mastermind that breeds for growth and collaboration. RESOURCES Join the Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

What does it take to truly understand every angle of dealership operations? In this episode, LA Williams sits down with Jonathan Schrieber, a proven leader whose journey began in his family-owned dealerships, sharpened through hands-on roles in sales and management, and elevated when he graduated from the prestigious NADA Dealer Academy! "You can't just move the pieces around and expect things to work in a dealership. You have to have the right mentality and mindset." - Jonathan Schrieber Jonathan shares how his unexpected path, from teaching and coaching to living the day-to-day grind of the showroom, shaped his passion for the Internet department and ignited his drive to innovate CRM processes, lead management, and operational efficiency. His experiences aren't secondhand theories; they're lessons learned from the front lines of dealership life. "I wanted things to happen faster than they were. Just overall being more patient and understanding the situation." - Jonathan Schrieber Now at Dealer Synergy, Jonathan brings that same grit and expertise to multiple rooftops across the country. He opens up about the realities of transitioning from in-store leadership to vendor-side accountability, the challenges and wins of outsourced BDCs, and why running a dealership is strikingly similar to coaching a championship sports team.  "You can't control customers. You can shape them and try to lead them, but at the end of the day, it's their decision to make." - Jonathan Schrieber If you're a dealership manager looking for practical, battle-tested strategies to optimize your CRM, hold your team accountable, and lead with confidence, this episode will inspire you to rethink what's possible in your store.   Key Takeaways: ✅ Jonathan Schrieber's transition from education to the automotive industry illustrates the diverse career paths that lead to success in the automotive sector. ✅ Effective use of CRM systems is crucial for dealership operations, with emphasis on automation and complete utilization of CRM capabilities before switching systems. ✅ Understanding the balance between technical skills and people skills is essential for automotive sales success, suggesting roles can be complemented through team support. ✅ Patience and accountability are vital traits for dealership management, with a focus on informed and data-driven decision-making. ✅ Jonathan encourages a mindset shift in managing personal finances, advocating for saving practices among salespeople to ensure financial stability.   About Jonathan Schrieber Jonathan Schrieber is an experienced automotive professional who has transitioned from teaching to the automotive industry, where he worked his way up within dealerships. He has held various roles, such as an Internet Director and General Manager, learning and optimizing every aspect of the dealership operation. Accredited with NADA University, Jonathan brings a structured, analytical approach to his work, enhancing operations with his deep understanding of CRM systems and automotive sales processes. Currently, he is making strides in consulting and training with Dealer Synergy, where he focuses on improving organizational processes and performance.   Navigating the Automotive Industry: Insights from a Dealer Synergy Leader   Key Takeaways Role Versatility: Understanding multiple dealership roles fosters a well-rounded perspective, crucial for effective leadership. CRM Mastery: Technical proficiency in CRM systems enhances efficiency and customizes client management. Patience and Timing: Remaining patient and strategic in career growth pays dividends in the long run. The Multidimensional Journey of Automotive Leadership The automotive industry is rich with opportunity but demands an intricate balance of passion, tactical understanding, and versatile skills. Jonathan Schrieber's trajectory from teaching to automotive leadership exemplifies this blend. At the core of his journey is a move from academia into automotive sales—a transition informed by his analytical nature. "I have always been more analytical," highlights how this quality underpinned his career progression and success. Schrieber's experience underscores the value of comprehending diverse dealership roles—whether it's selling, managing an internet department, or orchestrating dealership operations. Such an approach not only builds comprehensive industry comprehension but also cultivates strategic foresight crucial for effective dealership leadership. Exploring new challenges led Schrieber to adopt analytical tools, refining operational efficiencies alongside enhancing customer experience. Through Dealer Synergy, he reflects, "Understanding CRM inside and out," provides the leverage needed to excel in managing extensive client data while ensuring customer satisfaction. For industry professionals, embracing multiple roles and understanding CRM intricacies enhance both leadership capabilities and organizational success. CRM as a Strategic Tool in the Automotive Arena Customer Relationship Management (CRM) is indispensable in the automotive industry. Schrieber's insights into leveraging CRM systems reflect its criticality as a strategic asset. A profound understanding of CRM functionalities allows leaders to tailor client interactions, thus optimizing productivity. "There's no perfect CRM," Schrieber notes, emphasizing the importance of thorough insight into the CRM systems to fully harness their potential. Success in the automotive field relies on utilizing CRM tools for seamless data management and strategic operation. As Schrieber underscores, using CRM effectively ensures informed decision-making, reinforced by data insights. In this data-driven industry, the focus must remain on understanding intricate CRM details and applying them to foster enhanced dealership operations. Patience and Strategic Growth: Lessons for the Automotive Professional In the fast-paced automotive world, patience and strategic planning herald long-term success. Reflecting on his earlier career, Schrieber highlights the importance of pacing one's professional journey: "Just be more patient," he confesses looking back. This mindset is a powerful takeaway for industry professionals eager for swift progression. Navigating through dealership roles and external challenges, Schrieber emphasizes the incremental benefits of patience woven into career strategies, stating, "Set objectives and pay yourself first." Adopting deliberate career strategies and prioritizing objectives ensure sustained progress amid industry volatility. Embracing a patient, calculated approach fosters lasting, impactful success. Integrating Insights for Elevating Automotive Success Jonathan Schrieber's journey highlights pivotal themes for reflection and application within the automotive sector—role versatility, CRM proficiency, and strategic patience. By mastering these domains, professionals can cultivate robust, adaptable career pathways, enhanced customer relations through CRM, and strategic resilience amidst industry dynamics. These insights crystallize the multidimensional fabric of automotive leadership, driving sustained success amidst evolving challenges.     Resources + Our Proud Sponsors: The Millionaire Car Salesman Facebook Group: Join the #1 Mastermind Group in the Automotive Industry with over 29,000 members worldwide. Collaborate with automotive professionals, learn the best industry practices, and connect with top mentors, managers, and sales leaders. Join The Millionaire Car Salesman Facebook Group today! Dealer Synergy: The automotive industry's #1 Sales Training, Consulting, and Accountability Firm. With over 20 years of proven success, Dealer Synergy has helped dealerships nationwide build high-performing Internet Departments and BDCs from the ground up. Our expertise includes phone scripts, rebuttals, CRM action plans, lead handling strategies, and management processes; all designed to maximize your people, processes, and technology! Bradley On Demand: The automotive industry's most powerful Interactive Training, Tracking, Testing, and Certification Platform. With LIVE virtual classes and access to a library of over 9,000 on-demand training modules, Bradley On Demand gives your dealership the tools to dominate every department—Sales, Internet, BDC, CRM, Phone, and Leadership. From sharpening individual skills to elevating entire teams, this platform ensures your people are trained, tested, and certified for maximum success. Equip your dealership to sell more cars, more often, and more profitably with Bradley On Demand!  

Brett and Naveen break down how GenX escapees can use AI to work faster, earn more, and de-risk the leap from corporate. You'll learn where AI actually helps (and where it doesn't), how to turn your experience into simple, repeatable, AI-enabled services, and why singles (small wins) beat swinging for enterprise home runs when you're solo. Think: micro-SaaS, productized services, and month-to-month offers that business owners can say “yes” to quickly.Key TakeawaysGenX Advantage: We've lived analog → digital → internet → mobile. We know how to train people—now we train AI. We also know when outputs are “off.”AI as Fractional Workforce: Treat AI like your on-demand researcher, analyst, designer, scheduler, and SDR. One subscription, many “roles.”Start with Singles: Stop chasing six-figure whales out of the gate. Package $1–5K/month services that solve one need deeply, repeat it across clients.Outcome > Hours: Price the result (clean CRM, personalized outreach engine, faster proposals), not your time. AI compresses hours into minutes—that's the point.Productize the Process: Turn your workflow into a mini system: inputs → AI-assisted steps → valuable output. Reuse 80%, customize 20%.Risk Wins Deals: Month-to-month + clear ROI beats open-ended fractional promises for most SMBs.Practical Use Cases We Cover • Lead gen & personalized outreach at scale • CRM cleanup & contact enrichment • Proposal/slide creation (e.g., Gamma) • Research & meeting prep “briefings” • Contract review & red-flag summaries • Agents & light automations (only after nailing the manual workflow)Simple Monetization Paths (Examples)$2–5K/mo: “Done-for-you” outbound engine (200 targeted emails, replies routed, CRM updated).$1–3K flat: CRM cleanup + enrichment + basic dashboard.$1–2K/mo: Founder research briefs + talk tracks before key meetings.$3–8K setup + $1–3K/mo: Build a lightweight, repeatable micro-SaaS/workflow (pricing, content kits, hiring screens) for a niche.Timestamps • 00:00 Intro & why AI is a GenX superpower • 03:30 From big-corp AI to solo/SMB impact • 06:10 Training people vs. training AI (and knowing “good”) • 11:20 AI as your fractional team: practical tools & roles • 16:45 Thought partner use case (Brett's real examples) • 23:30 Singles over home runs: structure simple wins • 29:45 Value pricing when AI compresses your time • 34:20 Risk, ROI, and easy “yes” offers for SMBs • 38:45 Partnering to productize (stack skills → stack revenue) • 42:50 Action plan & where to find NaveenMemorable Lines • “AI is the great equalizer—your fractional workforce in one subscription.” • “Don't sell AI—sell a solved problem that AI helps deliver.” • “GenX knows what ‘good' looks like. That's the edge 20-somethings can't fake.”Resources Mentioned • Explained Consulting: explained.consulting • Gamma for slide/proposal generation

*Join the Tezzera waitlist | Launching Fall 2025In this episode, Abbey McGrew is back on the pod, all the way from Season 1! We discuss all the details of Abbey's latest venture, Tezzera, a CRM designed specifically for designers, tackling a major gap in the market. Abbey discusses the features of Tezzera, its development process, and her vision to make administrative tasks feel creative and on-brand. Tezzera is launching with beta testers in October, with the official launch planned for Nov.00:00: Intro + Minimind Testimonials05:51: Abbey's Life Updates: Moving and Motherhood11:10: Introducing Tezzera: A New Business Venture24:25: The CRM Features it will include36:55: Beta Testing and Launch PlansGuest Name: Abbey McGrewGuest Website: wayfairdesignstudio.comGuest IG: @wayfairdesignstudioPodcast: Design Unfiltered on Patreon and The Heart-Led BrandNew CRM Launching Fall 2025 - TezzeraJoin the Tezzera waitlistIG: @tezzera.coEpisodes Mentioned:S10 E13: Maternity Leave, New Motherhood, & Mom/Design Biz Life - from Design Unfiltered with Abbey McGrewS1 E11: Attracting Dream Clients and Building Your Design Business with Abbey McGrewLinks:The Design Minimind• Sign up to be notified - Applications for cohort 5 opens Nov 1st, 2025Download my FREE Creative Direction Figma Template (includes 4 audio trainings as well)Get 30% off of your HoneyBook subscription - The CRM I use in my studio.*Enjoy 1 month of Showit FREE with my code “HelloJune” when you sign up.*Earn $100 after you run your first payroll with Gusto, my payroll and compliance software.*Get 50% off your first year of Flodesk, my email marketing software.**These are affiliate links which means I may earn a commission.Connect With Us:Our Free Facebook CommunityOur WebsitePodcast InstagramHello June Creative InstagramThe Design MinimindJoin The Creative Diaries (my email list)Tags: designer, design, brand design, brand identity design, design studio, design business, graphic design, brand designer, better podcast, brand designer podcast

In this episode of Owned and Operated, John Wilson is joined by Jack Carr from Jackquisitions to break down how to hire the perfect employee—the true A-player who moves your business forward. From defining success to matching personality to role, John and Jack share a 4-step playbook to build an offer A-players want, market the job like a product, scope roles tightly with clear KPIs, and screen for the right behavioral fit.They dive into why you should treat hiring like marketing & sales, how to position your Indeed post (lead with “No On-Call,” Guaranteed 40 Hours, etc.), why unrealistic comp bands repel talent, and how scenario-based interviews reveal coaching temperament. John shares real examples from running a $30M HVAC, plumbing & electric company and the QA Tech role that slashed callbacks.Together, they unpack: • Offer first: Would you choose you? Comp, benefits, trucks, safety, facility • Market the job: Indeed ≈ GMB—headline your differentiators to get seen • Tight scope + KPIs: Roles people actually want, with success metrics in the post • Personality-to-seat fit: Coach vs. closer; stress tests & scenario questions (QA Tech example)

In this episode of the Get Creative podcast, host Jordan Whittenburg sits down with John Matland, a former healthcare professional turned real estate investor, to explore how resilience, creativity, and transparency became the foundation of his success. John shares his powerful story of leaving an 18-year healthcare career in New York during the pandemic, running for Congress, and ultimately discovering real estate through Pace Morby's community. He breaks down a wholesale deal that nearly fell apart—revealing how emotional intelligence, honesty, and unique option contracts helped him close the deal against all odds. Connect with NexKey Collective owner, John Matland on his website: NexKeyCollective.com ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow

Fertility, startups, and fitness are the three forces reshaping how entrepreneurs build in their lives and businesses. In this special episode with our VIP Mastermind guests, Courtney Saye, founder of the Functional Fertility Clinic, who helps couples conceive by addressing root-cause health issues, Sarina Virk Torrendell, startup advisor and founder of Seed28, who helps early stage companies launch and scale with precision, and Ashley Ansuini, founder of The Good Place Pilates, who is building inclusive, high-performing fitness studios. We dive into functional medicine breakthroughs for reproductive health, go-to-market strategies that position startups to win, and the culture-building habits that make businesses thrive. Tune in to learn how purpose-driven founders are creating impact, profitability, and legacy in totally different industries. This episode is part of a sponsored collaboration, brought to you in part by today's guests. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 How do you help couples achieve pregnancy through functional fertility? 03:00 How gut health issues and yeast overgrowth block conception. 09:45 The profile of driven entrepreneurs and why stress impacts fertility. 14:30 The top five factors that sabotage conception. 16:15 Courtney's free course on the Functional Fertility method. 19:30 Sarina's journey from early Postmates to Apple, Meta, and Amazon. 22:00 Lessons on solving the “cold start problem” when building marketplaces. 25:30 What most founders get wrong about go-to-market strategy. 30:45 The mindset shift from operator to founder. 34:00 How do you balance being a founder while raising two young kids? 37:00 What are the startup trends in AI, lean teams, and building in public? 41:15 Why running a physical studio is harder than an online business. 43:45 The biggest risks and rewards of signing a lease. 48:00 How to train staff to see clients as more than just customers. 51:30 Why Pilates instructors need 450+ hours of training. 01:00:00 Advice to anyone intimidated by Pilates. RESOURCES Get Courtney Saye's FREE Course HERE!  Learn more about Sarina Virk Torrendell and Seed28 HERE! Experience Ashley Ansuini's The Good Place Pilates in Las Vegas HERE! Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci Follow Courtney: @courtneylsaye Follow Sarina: @withsarina Follow Ashley: @_ashleysue_

On this week's episode of Unlimited Capital, Richard McGirr interviews Rohan Saxena. They dig into how to use paid ads as one piece of a diversified capital stack, and the exact “indoctrination sequence” that moves cold prospects from awareness to due diligence to funding. Rohan breaks down practical webinar and VSL funnels, split CTAs, show-up rate benchmarks, and simple KPI tracking using UTMs and a CRM so you can see which hooks actually convert. They also cover ad budget math, adding a small marketing fee to deals, and why courses or coaching can self-liquidate ad spend while scaling top of funnel. Rohan SaxenaCurrent role: Founder, Saxena MediaBased in: VirginiaSay hi to them at: https://saxenamedia.com/ | LinkedIn This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dime qué piensas del episodio.Mi invitada de hoy es María Pérezcalva @mariaperezcalva fundadora de Creando Talento, una firma que transforma la cultura organizacional de empresas líderes en Latinoamérica. María creció en un entorno donde la expectativa para una mujer no era trabajar, sino quedarse en su lugar. Hoy hablamos de su historia: cómo pasó de ser becaria en Unilever a emprendedora serial, mamá de tres hijos y referente en temas de compensación, estructura y cultura empresarial. Pero también exploramos sus luchas internas: la culpa materna, el divorcio, los sacrificios familiares, y la redefinición de éxito como mujer. Sigue Cracks Podcast en YouTube aquí."No tienes que hacerlo todo tú para demostrar tu valor."- María PerezcalvaComparte esta frase en TwitterEste episodio es presentado por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce y por Eight Sleep, la empresa lider en tecnología de sueño.. Qué puedes aprender hoyEl poder de soltar el controlCómo usar tu vulnerabilidad estratégicamenteEl valo de una pausa*Este episodio es presentado por Salesforce, el CRM de IA número uno en el mundo.Su nueva solución, Agentforce, no es simplemente un asistente digital. Es una suite de agentes autónomos diseñada para trabajar codo a codo con los equipos humanos, combinando datos unificados y capacidades avanzadas de IA para llevar a cabo tareas de forma autónoma o colaborar con los empleados en tiempo real. Salesforce integra todos tus datos en un solo ecosistema de IA. Los agentes de Agentforce pueden analizar y actuar sobre la información de cada cliente de manera segura y confiable, transformando cada rol y flujo de trabajo para alcanzar una escala operativa sin precedentes.Revoluciona tu negocio con Salesforce en cracks.la/agentforce*Si escuchas este podcast desde hace tiempo, ya sabes que yo uso el Pod de Eight Sleep… pero lo que quizá no sabes es que hoy no podría dormir sin él. De verdad. Mi esposa y yo lo amamos.El Pod 5 es la última generación de su funda de colchón inteligente, y junto con su nueva Blanket —que también regula la temperatura—, ha cambiado por completo nuestras noches. Ella duerme calientita, yo duermo fresco, y cada quien a su temperatura perfecta toda la noche.El Pod aprende de tus patrones de sueño y ajusta automáticamente la temperatura mientras duermes para que descanses más profundo y despiertes con más energía. Puede enfriar hasta 13 °C o calentar hasta 43 °C, y cada lado de la cama se controla por separado.Además, eleva la cama para reducir o eliminar los ronquidos cuando los detecta.Puedes tener $7,000 pesos de descuento en tu propio Pod 5 Ultra  visitando www.eightsleep.com.mx/osotrava y usa el código OSOTRAVA. Ve el episodio en Youtube

Key Highlights from the Episode:2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows13:00 – Why scalable, repeatable processes matter for growth and long-term success14:20 – The rise of AI tools in wealth management and how advisors can take advantage16:05 – JEDI's new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationshipsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Feeling the year-end crunch? Wondering how to balance fundraising, community care, and your own well-being without feeling overwhelmed?

The times really are giving us all a hell of a time right now, and marketing is on the mind as a result. Elisa crushes it with DLH's socials, so getting her story and discussing content and marketing strategies seemed like a perfect recipe for a great pod. Adding in Angel from Halo Print Co. in the co-host seat for a little extra seasoning, the conversation/workshop/therapy session that followed was chef's kiss. Topics of discussion include: CRM, branding focus in marketing, being true to yourself, marketing to your clients and not your industry, not feeding the algorithm, knowing your value, SEO, google reviews, Discounts, content workflows, and sparking joy.

Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas. Tickers discussed:Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TOHyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOUPure-play AI software/models: PLTR, SOUN, ZXLK.TOEnterprise software with AI: ADBE, CRM, ORCL, SAP, NOWData-center REITs: EQIX, DLR Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this special MakingChips Machine Shop MBA episode, we sit down with Peter Doyle—CEO of Hirsch Precision—to unpack what it takes to grow and transform a machine shop with purpose. From his roots as an Air Force officer to leading a former Top Shops award winner, Peter has blended strategy, structure, and heart into a roadmap any shop leader can learn from. Peter shares why strategic vision is more than a slogan on a wall. He explains how his team at Hirsch Precision focuses on high-mix, low-volume work, invests heavily in sales and marketing, and positions themselves as partners to engineers—not just parts suppliers. This shift has generated a steady stream of new business opportunities while maintaining the discipline required for regulated industries like aerospace and medical. Throughout the conversation, Peter emphasizes the importance of deliberate decisions: building customer-centric processes, developing leaders, hiring wisely, and implementing technology and certifications that align with their mission to “improve quality of life through precision manufacturing solutions.” For machine shop owners, managers, and future leaders, this episode is a blueprint for balancing risk with reward—how to create a strategic growth vision, win the right customers, and build a resilient team ready for the next decade of manufacturing innovation. Segments (2:42) Peter's career journey from Air Force officer to Deloitte consultant to manufacturing leader (4:32) Lessons from Top Shops benchmarking—how to interpret the data and use it to guide strategy (5:53) Defining strategic growth: vision, customer focus, structure, agility, and leadership development (9:04) Building a sales and marketing engine—brand refresh, website upgrade, CRM adoption, and content strategy (10:57) Join us at Top Shops 2025 in Charlotte, NC!  (11:53) Deciding to purchase and expand the business—risk appetite, growth targets, and new facility (14:15) Aligning the team with a growth vision (overcoming skepticism and making decisive calls) (15:32) Hiring experienced business development talent and shifting from craft focus to customer experience (19:30) Implementing HubSpot CRM, learning to be externally focused, and building scalable marketing systems (23:00) The difference between doing sales and managing sales—lessons in leadership at the customer interface (27:00) Grow your top and bottom line with CliftonLarsonAllen (27:40) Moving beyond the buyer—how Peter built relationships with engineers and C-suite leaders (30:00) Choosing industries and customers that inspire—medical devices, surgical robotics, aerospace, and more (36:20) Translating customer-centric thinking into technology investments and equipment decisions (39:46) Balancing machine tool brand standardization with flexibility and innovation (42:40) Leadership evolution—learning to delegate, empower, and coach for high performance (45:31) SMART goals and performance management—aligning individual metrics with company-wide strategy (47:56) Closing reflections on creating a strategic growth vision and inspiring the next generation of shop leaders (49:19) Why you need to join us at MTForecast Resources mentioned on this episode  Peter's episode on Machine Shop Mastery Join us at Top Shops 2025 in Charlotte, NC! Discount code: MAK20 Grow your top and bottom line with CliftonLarsonAllen (CLA)  Why you need to join us at MTForecast  Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

Why you should listenGeorge Easton shares his journey from executive recruiter to building North America's largest Zoho partner by headcount (60 team members), offering invaluable lessons for scaling service-based businesses.Learn his "full-cycle business management consultancy" model that serves manufacturing, legal, healthcare, and home services - and why being the "chocolate wheel" beats being a specialist.Discover how to transition from subcontractor-heavy operations to employee-focused teams, and why George wishes he'd made this switch earlier for better consistency and work quality.You're trapped between two impossible choices: stay laser-focused on one niche and miss opportunities, or spread yourself thin trying to serve everyone. You watch competitors win deals because they can handle the client's entire tech ecosystem while you're stuck explaining why they need multiple vendors. In this episode, I talk with George Easton from Ion8, who solved this dilemma by creating a "full-cycle business management consultancy" model. We discuss how he built North America's largest Zoho partner team, his middleware-first approach to connecting systems, and why he pivoted from subcontractors to employees for better client outcomes. Join us to learn how to build a scalable consultancy that serves clients across their entire technology ecosystem without becoming a jack-of-all-trades.About George EastonGeorge Easton is the CEO and Founder of ion8.net, North America's largest Zoho partner with nearly 60 staff operating virtually across seven countries. He's transformed what began as a marketing firm into a global "full-cycle business management consultancy" that serves as a comprehensive external operations partner for SMEs with 500 or fewer employees. George identified a critical market gap: businesses prefer one accountable partner over multiple specialized vendors.His entrepreneurial journey spans over two decades, from achieving top performer status at IBM Canada (exceeding quota by 100%+) to pioneering sports analytics at SportRFID with patented technology deployed across North American and European ski resorts. George is the product visionary behind ion8's proprietary middleware portfolio, including AI-powered call management and CRM integration tools. With credentials from Stanford University's Venture Lab, he's built his reputation on a proven methodology: implement scalable systems first, then apply targeted growth strategies to transform vendor relationships into strategic partnerships.Resources and Linksion8.netGeorge's LinkedIn profileN8nManusPrevious episode: 636 - The Systematic Approach to Building Bigger AI Consulting Deals with Taireez NiswanderCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources

When you refinance your mortgage in 2025, there are both tax implications and opportunities for deductions that can boost your savings. Today's Stocks & Topics: Salesforce Inc. (CRM), Market Wrap, Market Wrap, FactSet Research Systems Inc. (FDS), iShares MSCI Agriculture Producers ETF (VEGI), Mortgage Refinance in 2025? These Tax Breaks Can Boost Your Savings, KPP Newsletter, ProShares Ultra Bloomberg Natural Gas (BOIL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Mortgage Rates, Commodities, Berkshire Hathaway Inc. (BRK-B), NVIDIA Corporation (NVDA), Newmont Corporation (NEM).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients. Encore Episode: When Prospecting Goes Wrong

Ready to unlock the secrets behind building a multi-million-dollar roofing business? In this episode of The Roofer Show, host Dave Sullivan sits down with entrepreneur Teddy Slack, who's got a wealth of experience in home services and environmental businesses. Teddy gets real about what it takes to grow and sell a thriving company, from mastering your finances to pinpointing the most profitable services and getting creative with your marketing.Dave and Teddy dive into the ups and downs of running a family business, why having solid systems and learning to delegate are game-changers, and how you can set your roofing company apart as you scale up. They also share why business education, finding the right mentors, and making smart moves are absolutely essential if you want to stand out in the crowded roofing industry. Don't miss this episode packed with actionable insights and inspiration for roofers ready to take their business to the next level!What you'll hear in this episode:Strategies for rapid business growth using innovative marketing techniques, such as early pay-per-click (PPC) advertisingChallenges faced in family businesses and personal hardships impacting business decisionsFocusing on core, profitable services rather than spreading too thin across multiple venturesLessons learned from failures, including the significance of understanding financials and cash flow managementBuilding a business that can operate independently of the owner's constant involvementDifferentiation in marketing strategies, with an emphasis on local SEO and content creation over traditional advertisingAccountability and effective management in scaling a businessLead generation, sales strategies, and nurturing customer relationships for repeat business.Importance of continuous education and mentorship in developing business acumen and achieving long-term successResources:Connect with TeddyModern ContractorBiz ScoreFree Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

In this episode, Mitch and David talk about the horrible rhetoric and violence in this country. The Left VS. Right. Not ready for a full blown CRM, this is a great option. Build jobs, bids, and invoice straight from the app. TW Job Calculator APPS https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone Trade Wins by Trading Content https://www.facebook.com/groups/1309829410166761 If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/book-demo?utm_source=referral&utm_medium=partner&utm_campaign=TheVoid/TradeWins Need a better credit card processor? These guys are it http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com david@tradewinsconsulting.com mitch@tradewinsconsulting.com

Two first-time owners. Day-one chaos. Hockey-stick growth. In this episode, Mike and Matt break down exactly what happened after taking over a 30-year business: the awkward start as younger owners, the 60-day clean-up, the months of “flat” growth, and the breakthrough that took them from ~$100K/month to nearly $500K/month - FAST. We talk real tactics: digging into CRM data, testing multiple growth plays (including failures), finding the winning revenue vein, and building a team with in-person hires + VAs, SOPs, and rapid training. You'll also hear how weekly accountability calls with a fractional CFO changed the game—moving from “do more sales” to celebrating results. What you'll learn - The first 60–90 days after buying a business: what to fix before you try to scale - How to mine your CRM for patterns, pricing power, and hidden revenue - Why persistence beats “perfect strategy” (and how to know when to pivot) - Building a lean hiring + training machine (from 6 to 22+ employees) - The power of a sales scoreboard and weekly financial transparency - Structuring win-win equity so everyone is hungry for growth Who this is for - Operators buying their first business (or considering it) - Owners stuck at a plateau and ready to push for real scale - Leaders who want systems, accountability, and team capacity—fast

Adam Torres had a talk with Jonathan Shroyer, CEO of Quimbi.ai, to unpack his new venture: “agentic AI” super agents that plug into a company's stack (game data, Jira, CRM, Reddit, etc.), pre-draft hyper-personalized replies, flag fraud, suggest incentives, and help agents architect player/customer outcomes. Jonathan shares early traction (founded in May, first customers live, 20+ in pipeline), the plug-and-play rollout, and why this will be table stakes in five years. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Meet Your New AI Receptionist (No Benefits Required)

Is the Fed too late to cut rates—and what does it mean for distributors?In this episode of Around The Horn in Wholesale Distribution, hosts Kevin Brown and Tom Burton unpack the week's economic headlines and explore how interest rate cuts, tariffs, and global supply chain volatility are reshaping the manufacturing and wholesale distribution landscape. From AI-driven sales playbooks to the hidden risks in employment data, Kevin and Tom reveal the trends that matter most for distributors, manufacturers, and independent sales agencies navigating digital transformation.What You'll Learn:Economic Risk Signals – Why the Fed's quarter-point rate cut may not be enough to counter labor market headwinds or supply chain slowdowns.AI Adoption in Distribution – How smart CRM platforms and industry-specific AI agents are transforming sales enablement and customer intelligence.Tariff Strategy & USMCA – How Canada and Mexico are positioning ahead of 2025 trade renegotiations and what that means for North American distributors.Future of B2B Buying – Why millennial buyers are shifting to app-based e-commerce and conversational AI instead of traditional catalogs.Sales Playbooks that Work – How AI-powered, buyer-centric playbooks outperform static sales scripts in today's digitally mature market.Episode Highlights:03:22 – Fed rate cuts and why lagging indicators may lead to late action11:48 – Labor market trends and the rise of “bandwagon layoffs”21:35 – Tariff uncertainty and how distributors are rewriting supplier contracts34:57 – Global Supply Chain Volatility Index: what a negative reading signals for Q448:29 – How Reddit, Wikipedia, and Amazon shape AI model training data58:12 – AI-driven e-commerce: the shift from website traffic to mobile buying apps01:09:46 – Building dynamic, AI-powered sales playbooks that meet the modern buyer01:21:30 – Why top talent quits when career growth stalls—and how leaders can respondMeet the Hosts:Kevin Brown and Tom Burton are lifelong friends, seasoned entrepreneurs, and co-founders of LeadSmart Technologies, the AI-enabled CRM and customer intelligence platform built exclusively for wholesale distribution and manufacturing.Tools, Frameworks & Strategies Mentioned:LeadSmart AI-Enabled Customer Intelligence Platform – A smart CRM built for distributors and manufacturers.Global Supply Chain Volatility Index (GEP/S&P) – A new indicator tracking global supply chain stress.AI Sales Playbook Model – Dynamic, signal-based playbooks for B2B sales teams.Closing Insight:“Today's layoffs aren't always about a weak ecoLeave a Review: Help us grow by sharing your thoughts on the show.Learn more about the LeadSmart AI B2B Sales Platform: https://www.leadsmarttech.com/ Join the conversation each week on LinkedIn Live.Want even more insight to the stories we discuss each week? Subscribe to the Around The Horn Newsletter.You can also hear the podcast and other excellent content on our YouTube Channel.Follow us on Facebook, Twitter, Instagram, or TikTok.

Ready is not a feeling, it's a decision. In this episode, I'm sharing my personal journey through moments of fear, pivots, sleepless nights, and even the times I felt abandoned by God. I'm also sharing how those dark seasons became the exact places where my faith was forged. If you've ever waited for the “perfect time” to chase your dreams or felt stuck in the weight of rejection and failure, this episode will shift the way you see yourself, your faith, and your ability to move forward boldly. Get ready, because this conversation will help you stop waiting for ready, start trusting in the process, and have the audacity to keep showing up for the life you know you're meant for. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host In This Episode, You Will Learn: Why “ready” is always a decision, not a feeling. How faith is built in your darkest seasons, not the mountaintops. The truth about failure and why it's part of your initiation. What to remember the next time you face rejection. The key to finding strength and clarity through any challenge. What it really takes to carry the weight of your biggest dreams. RESOURCES Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci

This episode is all about shifting gears before the calendar flips. I'm pulling back the curtain on what most agents get wrong in the last four months of the year—and how the top producers play a completely different game. If you've ever thought, “I'll just start fresh in January,” this episode is going to challenge that mindset. Because here's the truth: your Q1 closings don't start in January—they start now.I break down the 4 non-negotiables of a winning lead gen plan that will help you finish strong and stack momentum for your best year yet. We'll talk about:Why 25 conversations a day is still the timeless formula for closingsHow to treat daily lead gen as a system (not wishful thinking)Database discipline—turning your CRM from a junk drawer into a gold mineWhy “CEO Mondays” can completely change how you lead your weekAnd I'll share the exact mindset shift that separates agents who stay stuck in hustle mode from CEOs who build machines that generate leads on autopilot.

Curious how technology will redefine fitness? Tune in as fitness industry thought leader Eric Malzone shares his front-line insights after 850+ interviews with fitness visionaries! Discover eye-opening truths on AI, member retention, and industry innovation - all filtered through Eric's experience from gym owner to podcasting powerhouse. Whether you're an operator, trainer, or entrepreneur, this episode delivers actionable trends and practical advice to future-proof your business and inspire your next move in fitness.    Key highlights from the episode: - How AI will transform acquisition, engagement, and retention in the fitness industry - from sales support to hyper-personalized member journeys. - Why future-proofing fitness businesses requires patience, creativity, and upskilling human resources, not just chasing new tech trends. - Specific tools, brands, and strategies Eric recommends, including wearable tech integration, next-gen CRM, and leveraging online reviews for lead generation.   Curious about the future host of Fitness Business Podcast? That's Zoe, the host JT's daughter!   Know the SECRET codeword? Submit it here for the chance to win a $100 Amazon Gift Card!* https://www.fitnessbusinesspodcast.com/codeword    Ready for more: - Become an FBP Insider and get 7 days FREE to start! Learn more on Patreon: https://patreon.com/FitnessBusinessPodcast - Our FREE LIVE online events created specifically for fitness business owners, managers, and coaches who want to sharpen their skills and grow their business - Learn More: https://fitnessbusinesspodcast.com/onlineevents - Leave us a voicemail: https://fitnessbusinesspodcast.com/leave-us-a-voicemail/ - Leave a rating on Spotify or Apple Podcasts: https://fitnessbusinesspodcast.com/review/ Quotes: "AI won't replace coaches and trainers, but coaches and trainers that use AI will replace all the others.” - Eric Malzone "The bread and butter of what we're seeing right now, which is acquisition, engagement, and retention. So acquiring new members, making sure those members are engaged in the services that you provide. And then retaining those members.” - Eric Malzone "Panicking and rushing into things just to be using AI for the sake of AI is not the right thing; we really have to isolate in your specific business and your specific workflow, in your specific situation. Like what is the biggest problem that AI can solve right now, and starting with that." - Eric Malzone Resources: - Become an FBP Insider on Patreon: https://patreon.com/FitnessBusinessPodcast - Fitness Business Podcast's LinkedIn Community: https://www.linkedin.com/groups/9878228/ - Mystery Shopping for Fitness Businesses: https://mysteryshoppingforfitnessbusinesses.com.au/    Our Guest: Eric Malzone, Fitness industry thought leader and podcaster Podcast: https://futureoffitness.co/ LinkedIn: https://www.linkedin.com/in/eric-malzone-8b452a3/ Facebook: https://www.facebook.com/eric.malzone.7 Instagram: https://www.instagram.com/emalzone/ Podcast Collective: https://www.podcastcollective.io/ Podcasting Whitepaper: https://www.podcastcollective.io/podcasting-whitepaper    Merch Sponsor: REX Roundtables - REXRoundtables.com Be a Merch Sponsor - https://fitnessbusinesspodcast.com/merch/   REX Roundtables: Website: www.REXRoundtables.comEmail: Eddie@REXRoundtables.com   REX Roundtables Trusted Suppliers: Matrix: Commercial fitness equipment, technology, and programming. https://www.matrixfitness.com/us/eng Performance Foods: providing turnkey smoothie bar solutions for gyms. https://www.performancefoodcenters.com/ Myzone: monitoring, tracking and enhancing fitness through heart rates. https://www.myzone.org/business MXM Metrics: Analyzing and improving gyms through member metrics. https://mxmetrics.com/ MAX Members: automating member management and engagement. https://www.maxmembers.ai/   Skip to the good part: 00:00 Introduction to the Future of Fitness Podcast 02:55 The Role of AI in Fitness 06:01 Personalization and Member Engagement 08:46 Challenges in the Fitness Industry 12:05 Skills for Gym Owners and Managers 14:59 The Trainer's Perspective on AI 17:51 AI Tools and Technologies in Fitness 21:02 Future Predictions for AI in Fitness 23:42 Conclusion and Key Takeaways   About Our Guest: Eric Malzone is a prominent entrepreneur and thought leader in the fitness industry, with over 15 years of experience at the intersection of fitness, technology, and business innovation. After a successful decade in corporate America, he founded and later sold two thriving gyms: CrossFit Pacific Coast and Lighthouse Fitness. He transitioned from gym ownership to becoming a respected industry analyst and advisor. As the host of the popular Future of Fitness podcast, he has conducted more than 850 interviews with leaders, making the show a go-to resource for professionals seeking to understand emerging trends. Malzone also hosts two other shows, Athletech Unscripted and Fitness Blitz Radio. Eric is the co-founder and CEO of The Podcast Collective, an agency specializing in B2B podcast launches and strategic media placement. His advisory work extends to major brands like F45 and WRKOUT, as well as many smaller businesses, all of which benefit from his forward-thinking insights into the future of fitness and wellness.   About Your Host: Justin "JT" Tamsett is a fitness industry veteran with over 30 years of experience who aims to reduce global healthcare costs by promoting physical activity. Through his company Active Management, he provides business coaching to fitness entrepreneurs, leads 8 REX Roundtables in the US and Australia, and has spoken at over 40 conferences across 23 countries. His ultimate goal is to create a world of opportunity for his daughter Zoe by helping more people move and stay healthy, while empowering gym owners to build successful businesses that contribute to a healthier society   Please note: We only recommend products we care about (affiliate links support our free content). Thank you for your support!

In dieser Folge spreche ich Klartext: Outbound ist nicht tot, aber im Koma. 100 E-Mails, 3 Antworten? 50 Calls, 4 Gespräche mit „kein Interesse“? Willkommen im Jahr 2025.

5 Steps to Start a Lending Company - #299 Thinking about starting your own private lending company in 2025? In this episode of the Private Lenders Podcast, you'll discover the five key steps every new lender should take—plus a bonus tip to help you shortcut years of trial and error. Whether you're brand new to private lending or looking to scale your hard money business, you'll learn how to: ✅ Build your borrower and investor pipeline from day one ✅ Create your “hit list” of real estate professionals and capital sources ✅ Set up your website, CRM, and social media for credibility ✅ Perform inspections and valuations to build relationships and trust ✅ Implement lending software early to streamline your business ➕ Bonus: The #1 resource that can help you grow faster If you're ready to launch and grow your private lending business the right way, this episode is packed with actionable strategies you can start using today.

In this episode, we sit down with Gary Engles, the visionary behind MyGig – a full‑stack affiliate platform that equips business professionals to earn recurring income while delivering every essential service a modern company needs, from tax‑credit optimization and IT security to PEO‑backed HR, CRM automation, financing, credit‑building, and even fractional CMO marketing. Gary's journey is anything but ordinary. He launched a martial‑arts‑based leadership academy at 22, sold it, turned COO of a trading‑education firm, helped multiple companies prep for lucrative exits, and now runs MyGig's “business‑in‑a‑box” ecosystem. He'll share how his 35‑year martial‑arts discipline shapes his leadership philosophy, why staying in your “area of genius” is the ultimate productivity hack, and the exact SaaS tools he wishes he'd had when he first started. If you're a founder looking to streamline operations, boost revenue, or become a certified MyGig reseller, this conversation is packed with actionable insights, real‑world examples, and the secret sauce that lets you focus on vision while outsourcing the rest. Tune in, take notes, and get ready to level up your business—fast. LinkedIn: garyengels Website: www.joinmygig.com Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

In this episode of Get Creative, host Keola Keala sits down with Matt Poechman—former Canadian law enforcement officer turned real estate investor and transformational coach—to unpack how a go-giver mindset can fast-track your journey to financial freedom. Matt shares how dissatisfaction with the 60-hour grind led him to mentorship, Pace Morby's Subto community, and ultimately a wildly creative 32-unit mobile home park deal in Montezuma, GA—structured with a triple-net lease and lease-option after a subto roadblock, raised on Dealmaker, and designed with an investor-friendly waterfall. He welcomes all members who want to Bird Dog for him or bring him a great deal to Wedge Method and learn how he invests in Manufactured home parks and RV parks.

Aging is inevitable, but losing your confidence isn't. In this episode, I sit down with Nikol Johnson, founder of Nikol Beauty and a voice for women over 40. We talk about what it really means to embrace the beauty of getting older, why confidence is the ultimate beauty tool, and how to redefine standards in an industry obsessed with youth. Nikol opens up about her IVF journey, how she turned rejection into redirection, and why she's on a mission to help women feel seen, beautiful, and powerful at every age. Tune in to reclaim your confidence and create a life that truly reflects who you are. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 The DM that started my friendship with Nikol. 05:15 How Nikol turned her gray hair into her signature. 13:00 What can infertility teach you about identity, motherhood, and resilience? 16:30 How Nikol's Fierce Aging series began with a single client request. 20:30 Why most of the beauty industry avoids wrinkles. 23:45 What women were really struggling with when it came to their makeup drawers. 31:00 Lessons in grit, self-worth, and protecting your product's purpose. 34:00 Why creating space matters for mature women in the beauty industry. 39:30 The #1 advice older women want younger women to hear. 44:15 How do you help women feel powerful in their skin again? 48:15 Advice for anyone reinventing their identity or purpose. RESOURCES Check out Nikol Beauty HERE! Watch Nikol's Fierce Aging series on YouTube Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Nikol: @freshbeautystudio

Meet Zahraa

Welcome to another impactful episode, where Keith delivers high-energy insights on entrepreneurship, grit, dealing with setbacks, and the power of faith in business. In this episode, Keith shares raw and relatable stories from his own life and landscaping business, offering listeners actionable takeaways and honest lessons.      "No matter what you're going through or how a customer treats you, it's never, ever, ever admissible or okay to have negative energy with the next customer." - Keith Kalfas     Episode Highlights: [00:00:03] - [00:01:57] | Finding Grit through Hard Times Keith opens the episode reflecting on recent challenges and the importance of grit—that deep inner strength that keeps you moving forward even when discouraged. He highlights the significance of showing up and explains why prioritizing God transformed his approach to life and work. [00:01:57] - [00:04:06] | Launchpreneur Academy & Pushing Through Setbacks Keith celebrates the sixth year of Launchpreneur Academy and underscores the powerful conversations that happen when like-minded entrepreneurs gather. He details the process of scaling his business, implementing systems, hiring a team, and constantly seeking self-improvement. Ad Break: Jobber (Starts at [00:02:45]) Are you tired of juggling multiple hats in your business? With Jobber's AI-powered CRM, you can manage billing, invoicing, reviews, and collect tips—all seamlessly. Try a free 2-week trial and get a huge discount using getjobber.com/kalfas. [00:04:45] - [00:14:25] | Lessons from the Field: Professionalism, Pricing & Handling Disrespect Keith recounts a pivotal client interaction, stressing the power of professionalism, value selling, and never underpricing your work. He transparently discusses the emotional impact of being disrespected by a potential client—and the intense self-control needed not to react emotionally. [00:14:25] - [00:22:18] | Personal Backstory: Rising Above Adversity Keith shares deeply personal stories about his upbringing, struggles with housing insecurity, family loss, and overcoming negative self-talk. He connects these life experiences to developing true grit and the resilience needed to thrive as an entrepreneur. [00:22:18] - [00:32:12] | Bouncing Back: Closing High-Ticket Jobs with Confidence After a setback, Keith shows how to mentally reset and pursue new opportunities with renewed energy. He breaks down a successful $19,500 landscaping job, outlining his quoting process, client communication strategy, and the value of clear, itemized proposals. Ad Break: Footbridge Media ([00:28:09]) Want more clients? Footbridge Media builds high-converting websites and boosts your Google rankings. Visit footbridgemedia.com/keith. [00:32:12] - [00:39:24] | Navigating Project Curveballs & Payment Challenges Keith discusses how unexpected challenges can arise even in well-planned projects. Hear how he handled project delays, difficult payment situations, and communicated with clients to resolve disputes and secure final payments. Ad Break: Equip Expo ([00:34:39]) Join the biggest green industry event in America, Oct 21–24 in Louisville, KY. Save 50% with promo code KEITH50 or visit https://plus.mcievents.com/equipexpo2025?RefId=KEITH50 [00:39:24] - [00:43:38] | Integrity, Gratitude, and The Power of Comparison Keith closes with stories about standing up for yourself, reconciling with clients, and extending kindness even after conflict. He offers practical advice: Honor God regardless of circumstances Avoid negative self-talk Never compare your journey to others—focus on tending your 'own grass' for real fulfillment   Key Takeaways Honor God First - Placing God at the forefront of your life can bring powerful change, guidance, and renewed energy during challenging times. Set High Standards - Hold yourself and your business to high, professional standards with systems, processes, and a strong reputation. Don't Underprice Yourself - Stay firm on your pricing and do not let customers pressure you into lowering your value or disrespecting your expertise. Rediscover Your Grit - Find your motivation and determination when you feel lost or discouraged, and remember your "old self" that crushed it. Control Your Emotions - Even in the face of disrespect, maintain composure, professionalism, and do not let one bad customer poison your mindset.     Connect with Keith Kalfas: Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas     Sponsors & Promo Links: Jobber: getjobber.com/kalfas — Free 2-week trial & exclusive discount Footbridge Media: footbridgemedia.com/keith — Website & marketing support Equip Expo: Use promo code KEITH50 or visit https://plus.mcievents.com/equipexpo2025?RefId=KEITH50 for 50% off Join the Untrapped Alliance private group: https://www.keithkalfas.com/alliance

Today's show features: Jeff Miller, CEO of Mark Miller Subaru Matt Leone, CEO of DriveCentric This episode is brought to you by: Toma – If your BDC or Service Advisors are buried in calls, it's time for a smarter solution. Toma builds custom AI agents that answer 100% of your dealership's inbound calls and handle tasks like booking service, checking recalls, and scheduling test drives—without tying up your team. Dealers using Toma are saving 30–40 staff hours a week and booking 100+ extra appointments every month. Exclusive for CDG Listeners: Start your no-risk, 1-month free trial at ⁠https://www.toma.com/cdg⁠ DriveCentric – Stop losing leads to slow follow-ups and clunky software. DriveCentric's CRM responds to every lead within minutes, keeps your team organized, and turns more sales into life long customers. Learn more at https://drivecentric.com/ Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at ⁠https://carguymedia.com/cdglive⁠ and we hope to see you in Vegas! Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

In this episode of the Power Producers Podcast, host David Carothers and co-host Kyle Houck are joined by Joshua Lauer of Lauer Creatives for a deep dive into the world of marketing intelligence. Joshua shares his unique journey from aspiring songwriter to a data-driven marketing consultant. The conversation focuses on the most common and costly mistake B2B companies make: losing marketing attribution as leads move from their website to their CRM. Joshua breaks down the technical solutions for creating a seamless data flow, discusses the complexities of tracking "dark social," and offers his perspective on the practical applications and limitations of AI in marketing analytics. Key Highlights: Fixing the Leaky Funnel: Website to CRM Attribution Joshua Lauer identifies the critical disconnect between marketing efforts and sales outcomes as the most common issue he encounters. He explains how crucial data—like which campaign a lead came from—is often lost as it moves through a CRM, leaving businesses blind to which marketing channels are actually driving revenue and resulting in inefficient ad spend. The Technical Fix: Hidden Inputs and Data Persistence The conversation dives into the solution for lost attribution. Joshua details his method of using hidden form fields on websites to capture UTM parameters and other tracking data. He stresses the importance of ensuring that this data persists as a lead is converted from a Lead to a Contact and then to an Opportunity within the CRM, providing true end-to-end visibility. Navigating Dark Social and Attribution Models David and Joshua discuss the challenge of tracking word-of-mouth referrals and "dark social," which often manifest as an increase in "direct traffic." They also touch on the pitfalls of platform-specific attribution models, like Facebook's aggressive view-through credit, highlighting the need for a critical and nuanced approach to analyzing marketing data. The Practical Role of AI in Marketing Intelligence While AI is transforming many areas, Joshua explains its current role in his field. He sees AI as a powerful tool for content optimization and creating conversational interfaces for data analysis, but clarifies that it cannot yet replace the human expertise required for the complex, business-specific logic of a proper tracking setup. Connect with: Joshua Lauer LinkedIn David Carothers LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Lauer Creations Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

Sometimes you have to get out of your bubble to see what's really possible. Chris just got back from eight unforgettable days in Italy with his brother, and he came home with some powerful lessons. In this episode, we talk about why stepping away from your business might be the very thing that helps it grow, what Ferrari and Pagani can teach us about resilience and risk, and how Europe reminds us to slow down and actually live the life we're building. We also share how we support each other when one of us craves adventure and the other craves roots, and why honoring your truth always pays off. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS The priceless gift of Chris's Italy trip with his brother. How Ferrari nearly went bankrupt multiple times before becoming iconic. Why you can't stay stuck in “good” if you want “great”. Why staying rooted and letting your partner chase their experiences matters. The truth about scheduling the life you want. RESOURCES Join our VIP Mastermind Weekend (only 2 spots left) HERE! Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow Chris: @chriswharder Follow glōci: @getgloci

Team, storytelling, and systems are the three levers that can unlock sustainable growth. In this special episode with our VIP Mastermind guests, Lia Garvin, the “team whisperer” who helps founders build high-performing cultures, Ashley Mansour, founder of Writing Coach LA, who helps entrepreneurs turn their story into a credibility-building book in 90 days, and Dr. Kelly Alhooie, founder of PelviBiz, who transforms skilled practitioners into profitable business owners with scalable systems. We dive into weekly rituals that elevate leadership, book frameworks that turn readers into clients, and the operational habits that increase both confidence and revenue. Tune in to learn what it really takes to scale with purpose and lead with authenticity. This episode is part of a sponsored collaboration, brought to you in part by today's guests. Check out our Sponsors: SKIMS - I finally tried SKIMS and I get all the hype. Shop SKIMS Fits Everybody collection at SKIMS.com and let them know we sent you in the dropdown after checkout. Brevo - the all-in-one marketing and CRM platform designed to help you connect with customers and grow your business. Get started for free today - go to www.brevo.com/happy Blinds.com - Blinds.com makes it easy to get the designer look without the showroom markups. Get an exclusive $50 off when you spend $500 or more with code EARN at checkout. Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at Shopify.com/happy Headway - the #1 daily growth app that delivers key insights from the world's best non fiction books in bite sized 15 minute reads and audio. Save 25% off when you go to makeheadway.com/happy. Airbnb - Start making money by listing your home on Airbnb with an experienced Co-host, find a co-host at airbnb.com/host HIGHLIGHTS 00:00 What is a Team Whisperer? 03:00 How do you help teams prevent burnout and avoid quiet quitting? 06:15 Common problems in small and big teams. 09:30 Why leaders resist delegation and how to overcome it. 13:15 How to make yourself irreplaceable in the age of AI. 17:15 Why scaling starts with your team, not your marketing. 21:00 How did you build a 7-figure coaching business from scratch? 28:00 Why everyone has a story (and why audiences want YOUR origins). 34:15 The biggest myth about writing a book. 40:30 Can you really write a book in 90 days? 45:30 Advice for entrepreneurs and aspiring authors. 48:30 The #1 thing medical entrepreneurs need most. 54:15 Kelly's non-negotiables to grow sustainably. 57:00 How to raise standards without losing your team. 01:04:00 Why medical professionals often lack communication training. RESOURCES Get Lia's FREE Tool HERE! Learn more from Lia Garvin HERE! Listen to Lia's The New Manager Playbook Podcast HERE! Get your copy of Ashley's The Author Success Code HERE! Connect with Dr. Kelly Alhooie on Instagram for her FREE Kickstarter Kit. Join the 30 Day Audacity Challenge HERE! Join the most supportive mastermind on the internet HERE! Check out our FREE 90-Day Business Blueprint HERE! Listen to my free SECRET PODCASTS SERIES - Operation: Rekindle This B*tch Get glōci HERE Use code: HAPPY at checkout for 25% off! FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Lia: @lia.garvin Follow Ashley: @ashleymwrites Follow Kelly: @pelvibiz