Podcasts about Niche

The Real Estate Niche No One Talks About | Jim Boad dives into how Jim is using single family homes as sober living properties and why this overlooked model has become such a powerful real estate strategy. In this conversation, he shares how he got started in real estate after leaving the army, why COVID pushed him to pivot away from traditional rentals, how sober living homes actually work, where the funding comes from, the biggest mistakes operators make, and why relationships with treatment centers and case managers matter more than marketing to the end user. It is a practical breakdown of a unique niche that combines cash flow, impact, and a completely different approach to single family investing. _______________________________ If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv Instagram -   / tonyjavier.tv Facebook Personal -   / tonyejavier Facebook Business -   / realtonyjavier ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources ________________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms. When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes. Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

Faut-il vraiment se spécialiser et choisir une seule niche quand on est multipotentiel ? Dans cette vidéo, je vous explique pourquoi votre problème n'est peut-être pas d'avoir trop de passions, de compétences ou de projets, mais de ne pas encore voir le fil conducteur qui les relie.Les multipotentiels entendent souvent les mêmes conseils :« Choisis une voie. »« Spécialise-toi. »« Trouve une niche. »« Ton parcours est trop confus. »Ces conseils peuvent créer davantage de clarté pour les autres. Mais lorsqu'ils vous obligent à supprimer une partie essentielle de votre fonctionnement, ils peuvent aussi vous enfermer, vous lasser et vous faire perdre votre énergie.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sylvester “Sly Huncho” Brewster..

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sylvester “Sly Huncho” Brewster..

Sometimes you seek out online shopping and other times it seeks out you…Subscribe on LiSTNR: https://play.listnr.com/podcasts/carrie-and-tommySee omnystudio.com/listener for privacy information.

What an amazing entrepreneurial journey for Mandy Silverman otherwise known as "Mandylicious" and she with help from Danny Silverman made Challah a big business with a new book out, "Twisted" coming out Sept 1, 2026.  How did she take this to the next level on social media getting her a huge audience, selling classes, challah and more into an enterprise! Who knew Challah would turn into a business!  The Always Off Brand is always a Laugh & Learn!    FEEDSPOT TOP 10 Retail Podcast! https://podcast.feedspot.com/retail_podcasts/?feedid=5770554&_src=f2_featured_email GUEST: Mandy Silverman  Website: https://mandylicious-436716.square.site/ LinkedIn: https://www.linkedin.com/in/mandy-silverman-0685b0292/   GUEST: Danny Silverman  LinkedIn: https://www.linkedin.com/in/danieljsilverman/ NEW BOOK OUT September 1, 2026 Amazon Pre-Purchase: https://tinyurl.com/58pxue6j QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 17 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 30 years in retail, online and has launched over 200 brands on Amazon. Mr. Ohsman has been managing brands on Amazon for 19yrs. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Producer and Co-Host for the top 5 retail podcast, Always Off Brand. He also produces the Brain Driven Brands Podcast featuring leading Consumer Behaviorist Sarah Levinger. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley lives in North Carolina.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music "Office Party" available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   "Always Off Brand" is part of the Quickfire Podcast Network and produced by Quickfire LLC.  

How can independent publishers achieve sustainable growth in an increasingly competitive marketplace? In this episode of “Inside Independent Publishing (with IBPA),” AdventureKEEN Publisher and COO Molly Merkle shares advice about the power of niche publishing and the strategies publishers can use to build loyal readers, stronger sales, and resilient businesses. You'll learn practical tactics about: - growing your backlist through publisher acquisitions and mergers - revitalizing older titles through redesign and repackaging - how to build strong relationships with specialty retailers and distribution partners - and more! Whether you're looking to grow your publishing company, strengthen your backlist, increase profitability, or better understand your target audience, this episode is packed with real-world insights and proven publishing strategies you can put into action right away. GUEST BIO Molly Merkle began her career in book publishing nearly 40 years ago as an intern during college, then moved to full-time work for Menasha Ridge Press, one of AdventureKEEN Publishing's now seven imprints. In early 2023, she was named AdventureKEEN's publisher and continues to serve as its COO. Merkle has been key to executing the company's vision for growth, including the acquisition and integration of several independent presses over the years. She's also helped lead the company through hardship and challenges, which are a fact of life for entrepreneurial publishers. Merkle serves on the board of The Publishers Cooperative, a group of established and emerging independent publishers committed to creating a strong, diverse, equitable, and inclusive publishing industry together. Independent Book Publishers Association is the largest trade association for independent publishers in the United States. As the IBPA Director of Membership & Member Services, Christopher Locke assists the 3,900 members as they travel along their publishing journeys. Major projects include managing the member benefits to curate the most advantageous services for independent publishers and author publishers; managing the Innovative Voices Program that supports publishers from marginalized communities; and hosting the IBPA podcast, “Inside Independent Publishing (with IBPA).” He's also passionate about indie publishing, because he's an author publisher himself, having published two novels so far in his YA trilogy, The Enlightenment Adventures. LINKS Learn more about the many benefits of becoming a member of Independent Book Publishers Association (IBPA) here: https://www.ibpa-online.org/ Learn more about the AdventureKEEN at https://adventurewithkeen.com/ Follow IBPA on: Facebook – https://www.facebook.com/IBPAonline Instagram - https://www.instagram.com/ibpalovesindies/ LinkedIn: https://www.linkedin.com/company/independent-book-publishers-association Follow the AdventureKEEN on: Facebook - https://www.facebook.com/adventurekeen/ Instagram - https://www.instagram.com/adventurewithkeen/ YouTube - https://www.youtube.com/@adventurekeen LinkedIn - https://www.linkedin.com/company/adventurekeen/ TikTok - https://www.tiktok.com/@adventurekeen Bluesky - https://bsky.app/profile/adventurekeen.bsky.social Blog - https://adventurewithkeen.com/blog/ Learn more about The Publishers Cooperative at https://thepublisherscooperative.com/ Learn more about the Book Industry Charitable Foundation at https://bincfoundation.org/ This episode is presented by Total Printing Systems. Learn more at https://www.tps1.com/

Glaubt mir, es sah nach außen alles nach einem cleanen Rebrand aus. Aber die Wahrheit ist: schlaflose Nächte, Druck, und mehr als ein Moment, in der ich mich gefragt habe, ob ich eigentlich völlig Banane bin.

Unser heutiger Gast gehört zu den prägenden Führungspersönlichkeiten der deutschen Digital- und Handelswelt. Sie hat ihre Karriere im stationären Handel bei Peek & Cloppenburg begonnen und dort früh verstanden, wie wichtig Kundennähe, Sortiment und echtes Handelsverständnis sind. Danach führte ihr Weg in den E-Commerce. Über viele Jahre war sie bei eBay in unterschiedlichen Führungsrollen tätig, unter anderem in General Management, Business Development, Strategie und Category Management. Eine Zeit, in der sie gelernt hat, wie Plattformen funktionieren, wie digitale Märkte skalieren und was es bedeutet, Systeme zu bauen, die Millionen von Menschen erreichen. Später übernahm sie als CEO Verantwortung bei brands4friends und wechselte anschließend in die Payment- und Fintech-Welt. Als CEO von Ratepay führte sie ein Unternehmen durch Restrukturierung, technische Skalierung und Automatisierung und richtete es wieder auf Wachstum aus. Seit März 2025 ist sie Senior Vice President und CEO von parfumdreams und Niche Beauty innerhalb der Douglas Group. Damit verantwortet sie zwei Beauty-Welten, die auf den ersten Blick sehr unterschiedlich sind: parfumdreams als große Online-Parfümerie mit breitem Sortiment und attraktiven Preisen, und Niche Beauty als kuratierte Plattform für Premium- und Luxusmarken. parfumdreams hat seine Wurzeln in der Parfümerie Akzente, die 1995 gegründet wurde. Der Online-Shop startete 2004 und wurde zu einem der relevanten Player im deutschen Beauty-E-Commerce. Seit 2018 gehört das Unternehmen mehrheitlich zur Douglas Group. Heute geht es um weit mehr als den Verkauf von Parfum, Pflege und Make-up. Es geht um Technologie, Daten, Markenführung, Loyalität, Kundenerlebnisse und die Frage, wie sich Online- und Offline-Handel in einer Branche verändern, die gleichzeitig sehr emotional, sehr persönlich und sehr wettbewerbsintensiv ist. Unser Gast verbindet dabei mehrere Perspektiven: stationären Handel und digitale Plattformen, Beauty und Payment, Wachstum und Restrukturierung, operative Exzellenz und Führung mit Haltung. Sie ist außerdem Autorin des Buches „Die Macherinnen – So geht Unternehmen!“ und setzt sich dafür ein, dass mehr Frauen sichtbar Verantwortung übernehmen und ihren eigenen Weg in Führung und Unternehmertum gehen. Seit neun Jahren beschäftigen wir uns in diesem Podcast mit der Frage, wie Arbeit den Menschen stärkt, statt ihn zu schwächen. In mehr als 560 Episoden haben wir mit mehr als 700 Persönlichkeiten darüber gesprochen, was sich für sie verändert hat und was sich weiter ändern muss. Was lernt man über Führung, wenn man Unternehmen in sehr unterschiedlichen Phasen übernimmt: Wachstum, Restrukturierung, Skalierung und Transformation? Wie verändert Technologie den Handel, wenn es nicht nur um Effizienz geht, sondern auch um Vertrauen, Emotion, Marke und Kundennähe? Und was braucht es, damit mehr Frauen nicht nur über Führung sprechen, sondern Unternehmen wirklich gestalten? Fest steht: Für die Lösung unserer aktuellen Herausforderungen brauchen wir neue Impulse. Daher suchen wir weiter nach Methoden, Vorbildern, Erfahrungen, Tools und Ideen, die uns dem Kern von New Work näherbringen. Darüber hinaus beschäftigt uns von Anfang an die Frage, ob wirklich alle Menschen das finden und leben können, was sie im Innersten wirklich, wirklich wollen. Ihr seid bei On the Way to New Work, heute mit Nina Pütz. [Hier](https://linktr.ee/onthewaytonewwork) findet ihr alle Links zum Podcast und unseren aktuellen Werbepartnern

In this episode, Lauren talks to the seller of a DropShipping business created in April 2023 in the home and retail & wholesale niches. Listen in to find out how the business makes an average of $26,254.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/95869 to learn more about this business.

In this episode, Lauren talks to the seller of an Amazon FBA business created in January 2017 in the lifestyle and tobacco accessories niches. Listen in to find out how the business makes an average of $2,024.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/95556 to learn more about this business.

In this episode, Lauren talks to the seller of an agency business created in March 2025 in the information and employment niches. Listen in to find out how the business makes an average of $3,849.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/94608 to learn more about this business.

In this episode, Lauren talks to the seller of an affiliate business created in November 2023 in the technology niche. Listen in to find out how the business makes an average of $105,932.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/94659 to learn more about this business.

In this episode, Lauren talks to the seller of an Amazon FBA business created in January 2019 in the home and kitchenware niches. Listen in to find out how the business makes an average of $9,804.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/95477 to learn more about this business.

In this episode, Lauren talks to the seller of an agency, service, and other business created in April 2016 in the travel niche. Listen in to find out how the business makes an average of $20,253.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/95173 to learn more about this business.

In today's episode, Kyle Grieve and Shawn O'Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operates two very different segments, from wildfire retardants and airbase logistics to specialty chemicals and precision medical manufacturing equipment, each built around sticky, mission-critical customer relationships. They'll also cover the company's acquisition strategy, its unusual founder's advisory fee, and the debt and litigation risks that complicate an otherwise compelling capital allocation story. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:34) Why the Transdigm playbook is worth cloning (00:04:20) How this management team built a public compounding machine (00:07:42) Why one segment profits directly from worsening wildfires (00:16:05) The chemical monopoly hiding inside a boring business (00:27:27) What makes these niche products nearly impossible to replace (00:37:14) How disciplined acquisitions have created so much shareholder value (00:43:19) The controversial fee structure investors aren't big fans of (01:07:07) Valuation discussion of PRM (01:09:54) Intrinsic value of PRM (01:11:43) Whether Kyle and Shawn will add PRM to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠. Follow Kyle on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.AI⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Youth Orchestra Lolla Stage + Author Finds Mystery Niche Gary Zidek On this edition of The Arts Section, host Gary Zidek catches up with the executive director of a youth orchestra that's getting ready for giant performance this week. Theater critic Jonathan Abarbanel joins Gary to review a new children's musical. Later in the show, Emily Werner stops by to preview what's hitting Chicago stages in August. And Gary sits down with a suburban fiction author who found her calling later in life.

Depuis le laboratoire de Police scientifique de Paris, Jean-Alphonse Richard revient sur l'affaire Dominique Aubry. A 57 ans, cette riche veuve est découverte pendue à bord de sa luxueuse péniche amarrée sur la Seine. Le suicide d'une femme dépressive. Quelques heures avant sa mort, elle avait dîné avec deux jeunes hommes, dont son protégé et légataire universel. Retrouvez tous les jours en podcast le décryptage d'un faits divers, d'un crime ou d'une énigme judiciaire par Jean-Alphonse Richard, entouré de spécialistes, et de témoins d'affaires criminelles.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In today's episode, Kyle Grieve and Shawn O'Malley analyze Perimeter Solutions, a niche industrial conglomerate built by Transdigm's legendary founder Nick Howley using the same playbook that turned Transdigm into a multi-decade compounder. They break down how the company operates two very different segments, from wildfire retardants and airbase logistics to specialty chemicals and precision medical manufacturing equipment, each built around sticky, mission-critical customer relationships. They'll also cover the company's acquisition strategy, its unusual founder's advisory fee, and the debt and litigation risks that complicate an otherwise compelling capital allocation story. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:19) Why the Transdigm playbook is worth cloning (00:05:02) How this management team built a public compounding machine (00:08:24) Why one segment profits directly from worsening wildfires (00:16:51) The chemical monopoly hiding inside a boring business (00:29:39) What makes these niche products nearly impossible to replace (00:39:05) How disciplined acquisitions have created so much shareholder value (00:45:16) The controversial fee structure investors aren't big fans of (01:13:26) Valuation discussion of PRM (01:16:06) Intrinsic value of PRM (01:18:03) Whether Kyle and Shawn will add PRM to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠. Follow Kyle on ⁠Twitter⁠ and ⁠LinkedIn⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Matt Kilgroe — President & CEO, Cyndeo Wealth Partners Matt Kilgroe shares how Cyndeo Wealth Partners grew from a newly launched $1.2B RIA to a $3.5B enterprise, and why the next challenge isn't independence, but building a firm capable of reaching $25B.  In Summary Five years after launching Cyndeo Wealth Partners from UBS, Matt Kilgroe returns to the podcast to discuss what happens after independence. Rather than focusing on the transition itself, Louis and Matt explore the next phase of growth: scaling an advisory business, attracting talent, developing niche expertise, taking on outside capital, and building an enterprise designed to last. Along the way, Matt shares how Cyndeo expanded from $1.2B to $3.5B, why serving professional athletes required a different business model, and what led the firm to partner with Rise Growth Partners as it looks toward a $25B future.  The Storyline For many advisors, independence is viewed as the finish line. For Matt Kilgroe, it became the starting point. When Cyndeo Wealth Partners launched in 2020, the goal wasn't simply to leave the wirehouse behind. It was to build a business with the flexibility to grow in ways that simply weren't possible before. Five years later, that vision has evolved into something much larger. Cyndeo has nearly tripled in size, expanded its niche serving professional athletes and entertainers, recruited advisors, added specialized operational talent, and recently welcomed Rise Growth Partners as a minority investor to help accelerate its next phase of growth. The conversation explores what changes when firm leaders stop thinking like advisors managing successful practices and begin thinking like CEOs building enduring enterprises. The discussion spans succession planning, capital strategy, recruiting, organizational design, and the mindset required to scale from billions to tens of billions—all while remaining focused on clients and culture.  Topics Covered Building an enterprise beyond independence Scaling from $1.2B to $3.5B in assets Organic growth versus recruiting Serving professional athletes and entertainers Why fiduciary independence matters for niche client segments Building operational infrastructure for growth Partnering with Dynasty Financial Partners Minority capital and Rise Growth Partners Succession planning and employee ownership Thinking from $3.5B to $25B > Download a transcript of this episode… Listen and Learn Highlights for Advisors What did Matt learn after transitioning nearly 98% of his clients? (06:20) Why client relationships—not firm logos—proved to be the firm's greatest asset during one of the most challenging transitions imaginable. How did Cyndeo nearly triple in size in five years? (16:10) Matt discusses the combination of niche specialization, disciplined organic growth, recruiting, and operational investment that fueled the firm's expansion. Why has Cyndeo become a destination for professional athletes? (17:15) The conversation explores how deep industry expertise, fiduciary flexibility, and specialized service created a business that would have been difficult to build inside a wirehouse. Why bring on a minority capital partner when the business was already thriving? (24:15) Matt explains why succession planning, future recruiting, and long-term enterprise growth made outside capital the right decision. How should advisors think about ownership versus compensation? (35:40) A candid discussion about enterprise value, equity, and why many advisors underestimate the long-term economics of ownership. What does it actually take to scale toward $25B? (42:20) From hiring executive talent to expanding geographically, Matt shares how he's thinking about the next chapter of Cyndeo's evolution. Key Takeaways Independence creates opportunities that extend well beyond higher payouts, including enterprise value, recruiting flexibility, and ownership. Scaling a business requires investing in operational leadership, not just adding advisors. Specialized client niches demand expertise that goes well beyond investment management. Outside capital can accelerate growth when it's aligned with long-term strategy rather than an exit. Building an enduring enterprise requires thinking differently about succession, talent, governance, and equity. https://youtu.be/WRYJd9Lkt7o Quotable Moments “Don't rent your practice. Own it.” “You can't work in those niches and not be a fiduciary.” “We're not done.” “The road from $3B to $25B is going to really compound on your equity.”  FAQs Why did Cyndeo decide to take on a minority capital partner? To support its next phase of growth, strengthen succession planning, recruit additional talent, and benefit from the experience of leaders who have successfully scaled wealth management businesses before. How did Cyndeo grow from $1.2B to $3.5B? Through a combination of consistent organic growth, specialized client niches, advisor recruiting, and investments in operational infrastructure. Why is serving professional athletes or other niche client segments different from serving traditional wealth clients? Niche client segments often face unique financial decisions involving private investments, business opportunities, and career transitions that require specialized knowledge and a fiduciary framework. What advantages did independence create that weren't available inside a wirehouse? Matt points to greater flexibility around private investments, the ability to build specialized client experiences, reward employees with equity, and create an enterprise with lasting value. How should advisors think about building versus joining an independent firm? The discussion highlights the tradeoffs between creating your own firm and joining an established independent enterprise, emphasizing that ownership and long-term equity often matter more than headline payouts. What does Matt believe is required to build a $25B firm? A willingness to invest beyond advisors alone, adding executive leadership, expanding geographically, recruiting strategically, and maintaining a long-term enterprise mindset. To support its next phase of growth, strengthen succession planning, recruit additional talent, and benefit from the experience of leaders who have successfully scaled wealth management businesses before. Through a combination of consistent organic growth, specialized client niches, advisor recruiting, and investments in operational infrastructure. Niche client segments often face unique financial decisions involving private investments, business opportunities, and career transitions that require specialized knowledge and a fiduciary framework. Matt points to greater flexibility around private investments, the ability to build specialized client experiences, reward employees with equity, and create an enterprise with lasting value. The discussion highlights the tradeoffs between creating your own firm and joining an established independent enterprise, emphasizing that ownership and long-term equity often matter more than headline payouts. A willingness to invest beyond advisors alone, adding executive leadership, expanding geographically, recruiting strategically, and maintaining a long-term enterprise mindset. Related Resources Article: Your Practice Isn't Worth What You ThinkMost advisors misjudge their business's value, not because of the number, but because of the framework. Learn what really drives enterprise value. Rise and Reinvent: Joe Duran on Building and Rebuilding World-Class FirmsHe's built and rebuilt some of the industry's most successful firms and now he's helping others do the same. In this episode, Joe Duran, the founder of Rise Growth Partners, shares lessons from building, selling, and starting again, and how staying curious and adaptable fuels lasting success. Matt KilgroePresident/CEO Prior to launching Cyndeo Wealth Partners in 2020, Matt ran advisory teams at Merrill Lynch and UBS Financial for 29 years. Providing guidance, counsel, and strategy for families the firm serves is Matt's passion. In addition to his role as an advisor, Matt works in a leadership capacity for Cyndeo while also helping with business development. Matt has been recognized by Barron's as a Top 1000 or Top 1200 Advisor consistently since 2009. In 2020 Forbes named him to their “Best-In-State Wealth Advisor” list. A graduate of Eckerd College, Matt has served on the Board of Trustees at his alma mater since 2012. His three children are his pride and joy. Daughter Carrington owns Sunstate Yoga studio in St. Petersburg, son Kent is a financial advisor with Cyndeo, and daughter Jillian recently graduated Florida State University. An athlete in college, Matt continues to enjoy staying in shape, playing basketball, and bike riding. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… True Alignment: Advising Business Owners on Wealth, Significance, and Value A conversation with Jason Diamond, Nick Hubert and Taylor Gentry – Founding Partners at Panoramic Capital Partners. Jason Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is True Alignment: Advising Business Owners on Wealth, Significance, and Value. It’s a conversation with Nick Hubert and Taylor Gentry, Founding Partners, Panoramic Capital Partners. I’m Jason Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning, data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Jason Diamond: Advisory firms that work with business owner clients typically operate through a fairly traditional wealth management lens. The business may be the source of the wealth, but the advice itself often centers around investments, planning, and asset allocation, yet Panoramic Capital Partners approaches that equation differently. Nick Hubert and Taylor Gentry are the founding partners of the roughly $450 million RIA, serving about 150 families with a seven-person team. And while they come from very different professional backgrounds, Nick with more of a relationship and storytelling orientation, Taylor from the analytical and private equity side, they’ve built the firm around a shared philosophy tied to what they call personal significance, personal wealth, and personal value. A big part of that philosophy, or the north star as they put it, is applying some of the same accountability and long-term thinking frameworks commonly seen in private equity to the advisory relationship itself, not in a transactional sense, but in helping clients think more intentionally about decision-making, alignment, and outcomes over long periods of time. As a result, our conversation delves deeply into the private equity world, reframing how clients and advisors should consider this important tool as both a growth mechanism and a strategic part of their client’s plans. We talk about how that perspective also shapes not only how they think about serving business owners specifically, but also the role private equity should play in wealth management. Then we take a view of their long runway and how they and other younger advisors might see things differently about building firms today and why clarity of vision may matter more than sheer scale in the years ahead, and much, much more. It’s a narrative that is refreshing and informative, so let’s get to it. Taylor, Nick, thank you so much for joining. Walk us through your background. What brought you to the world of wealth management? Nick, let’s start with you. Nick Hubert: Sure. I think I got my first taste of the industry actually in a sophomore year of college internship, or I interned at Morgan Stanley here in Oregon. I studied finance and accounting at University of Oregon, and so I had this affinity for finance and markets and had that privilege of having that internship. So I had it early on in my career. Ultimately ended up setting my sights on doing investment banking and going that route and did that for a short period of time. Ended up not going very long due to a medical reason, so you don’t have to be that sorry for me. And ultimately started my career in business consulting before pretty quickly realizing that I want to get back to finance, back to investing these things that just felt like core competencies and that thing that you keep coming back to when you’re alone in the middle of the night thinking about stuff, it was always that. Just had this desire to work with smaller units than large corporations, which is great for wealth where you get to work with families and small businesses. And so it was just a natural alignment that took me back full-time to the space in 2016. Jason Diamond: I like the framing it through the size of the unit you’re working with and having more of an impact on the family. Taylor, what about you? Taylor Gentry: I’m a little more circuitous, if you will. Spent a couple of years in investment banking, so you can be sorry for me. Nick and I met in undergrad at the University of Oregon, had the opportunity to work in this investment group together where we were investing a portion of the university’s endowment. And like Nick, interned in wealth management and kind of walked away from it going, “Boy, that’s boring. I don’t really like that.” And so moved to New York, cut my teeth in banking for a couple years and we were working… So an investment bank for context, helping companies raise debt, raise equity, and with mergers and acquisitions, we’re working with huge companies. So the Mattels of the world, the largest toy company in the world. Like Nick, realized, “Hey, I’m going to work with smaller companies that we can get our arms around a little bit better and be more helpful with and have a bigger impact on.” So spent about 10 years with a private equity firm in the western half of the US and we invested in companies in what’s referred to as the lower middle market. So companies doing 50 to 300 million of revenue. And we would invest in those companies, grow those businesses and then look to sell them. Awesome experience, learned a ton, got a bunch of experience around how to invest in companies, how to grow businesses. Then had the opportunity to step into the CFO seat of a couple of different operating companies during that time. It was just a great learning ground, but also to see a whole bunch of different situations. Nick and I have always invested in things together. We’ve worked on things together and we’ve always wanted to work together full time. And a few years ago, the stars really just aligned to say, “Hey, what would it look like to create a differentiated offering in the wealth space where we can blend my background on companies, transactions, how to draw on scale and all those pieces and really marry that with the wealth management piece?” And Nick will get into that further, but it’s just a really unique way to partner with families and companies that are smaller which can have a really high impact experience with those families and really move them through their life journey, if you will. Jason Diamond: Yeah, there’s a lot to unpack there and we’ll get to some of the elements of how you run the business today. First of all, you can’t fool me by using a toy company as your example to make investment banking more interesting. I’m just kidding. Actually, my real takeaway there is you have a skillset that is incredibly relevant in the current wealth management ecosystem, especially in the model you’re currently in. So let’s talk about that a little. Tell us about your current chapter, which is Panoramic Capital Partners. Who do you serve? What types of clients? Give me some perspective on size as well. Nick Hubert: I'm going to take this first. Taylor can do the PE background side and give you a bunch of numbers. I’ll give you the story and see if we can piece it together that way. Jason Diamond: I get the impression you guys use that line a lot. Nick Hubert: Oh, no, that’s the first time. How’d it land? Jason, I spent eight years at our prior firm with our third founding partner, Andrew, and he was at that firm for 30 years. And so we’ve got this core DNA that we’ve always carried of serving high net worth families in a very holistic and deep planning-based capacity, which I think a lot of modern firms say that. And so that’s not necessarily that different, but it is a DNA that carries through. When we got struck with this vision of launching Panoramic and what inspired us to build the firm, it was as, Taylor outlined, around this idea of how do we partner with entrepreneurs and business owners more holistically across their entire entrepreneurial journey, not just around the exit as is so often where the gravity of the conversation sits. And so our firm vision and inspiration was all around that. And since launching in May of 2024, it has been about how do we bring that vision to life with a different business model. And to your point, there’s a bunch to unpack there, but that is ultimately the founding vision of what we are trying to build here overall and what inspires us every day to say, how do we, as Taylor mentioned, bring the combination of skillsets to bear in a way that allows us to be a better partner along the entirety of the journey as opposed to just towards the end when assets traditionally show up, so to speak? So that’s a story from a vision perspective. Taylor, I don’t know what you want to add to that. Taylor Gentry: As Nick outlined, it’s the ability to work with folks throughout the lifecycle. So in private equity, you invest in a company, you work with that management team for three to seven years and then you sell the business and move on to the next project or deal. And really, it’s the deal mechanic that is the value creation. Whereas, with what we are building here, we have the opportunity to really step along the journey with folks when they are in the early phases building what we talk about as the middle phase of allocating, and we’ll talk about this further, and then really the third phase of stewarding capital along the way. And it’s a life cycle or entrepreneurial journey that we’re able to be hand in hand with folks over decades opposed to measured in three to five year spans. Jason Diamond: So it sounds, and you’ve both kind of touched on this now, your different backgrounds, you view as very much a positive because it gives you, Taylor, the more in the weeds analytical perspective. Nick, you’re probably more the storyteller. Do you find that to be a benefit when you’re running your firm every day? And are there instances when it’s a negative? Is there ever a time when you say, Taylor, just maybe more for you, not coming from this world, you don’t speak the same language? Nick Hubert: Do you want me to drop off the call so Taylor can be honest and he can give you the scoop and then he can jump off and I’ll give you the scoop? Taylor Gentry: Jason, we talk about that a lot, honestly. I think it is atypical for someone with my background to step into the wealth space maybe more so. And we leverage that because we have the ability to work with folks on how do you drive value in the company, how do you set the business up for a potential sale exit or transition internally? But this business, historically, we’ve talked about it as almost like two tracks. You have Taylor on the quote unquote business consulting or the business work track and you have Nick on a wealth management track. It’s really not the case. And really, the power is the ability for these two pieces to come together and there isn’t a conversation we have with clients where those two perspectives and backgrounds or contexts aren’t married into one to create really truly holistic advice. And so Nick will probably tell you otherwise, but I haven’t seen an area yet where our two backgrounds has been a negative. It’s actually been immensely positive. And then on top of it, in terms of kind of building out the firm, Nick is more of a traction visionary and I’m more of the traction implementer. What’s amazing about it from our perspective is the partnership we have allows us to, A, recognize that, B, name it, and then C, leverage it in terms of being able to dole out duties and maximize our success together. Jason Diamond: Nick, anything you’d add? Nick Hubert: I think that’s all right. I mean, Jason, your question was from an operational perspective. I think a lot of Taylor’s view is from a client perspective, which is spot on that the overlap of that is really helpful for clients and I think what allows it to be a different experience for them. Internally, operationally, I think that where you could see friction there amongst partners with differences, and I think you do see that, and at the same time, Google was the one who did team research 15 years ago where they put out what you really want, is similarity and vision and differences in skillset when building a team. And so I think we’ve been intentional about that and it’s been really helpful for… Taylor and I functionally met in a quasi-professional setting back in 2011 and developed a friendship quickly, so we’ve got that deep level of friendship that underpins all of it. And same with Andrew and our time working together. So part of it is there’s just such a strength of relationship amongst us that we give space for each other’s differences and look for those as assets as opposed to negatives, but in some sense, beauty in the eye of the beholder as is the case with anything. Jason Diamond: Yep. I appreciate you adding that context. I’ll be honest that when I first encountered your firm, my reaction was your core value prop of serving business owners is not all that differentiated. And then I learned more about the way in which you serve business owners. Can you talk about that? Because a lot of advisors in general, but then I think more specifically, a lot of RIAs would say, “We service primarily business owners.” Tell me how do you do it in a way that’s different and meaningful? Nick Hubert: I’ll take a first stab at that and then Taylor can maybe add on with specific stories. The wealth space is an awesome business and it’s a place where it’s very difficult to differentiate. And so we think a lot about that through the lens of how do we grow this business well for the long period of time to create opportunities for clients and employees. And so we spent a lot of time thinking about that, not only for the sake of differentiation, but also how do we actually just continue to add value to clients? Because if we add value in a different way, growth will take care of itself. I’d say one way of cutting that is we revisit the mission is through this idea of, okay, if I want to be a partner along the journey, it’s about more than a single transaction, more than a single exit, whatever that might be, or a series of transactions as wealth is often created over a series of transactions. It’s this idea of how do we focus on wealth creation and driving business value as the engine of wealth creation for entrepreneurs and what we call personal significance, which is the life of the entrepreneur. And so there’s a next click down framing of our framework that we work through that lens. I think the most important piece for us has been how do we build a business model that actually brings that to life and that’s the trick because we can say that, and if we basically still just operate out of an AUM-based or an asset advisory fee-based business, the reality is my incentive is still towards getting assets out of the entrepreneurial environment, so to speak, into a place that I can manage them, which may or may not be the best thing for the entrepreneur based on where they are at. And so our current work continues to be around how do we build that business model. So layering in different ways of engaging, whether it’s a retainer fee or some other way of engaging so we can start earlier when assets aren’t there and actually encourage the entrepreneur, “No, keep reinvesting in your business. It’s your highest rate of return right now and it’s where the investment needs to go.” I don’t want to have a conflict in giving that advice. And so I think step two here has been building that business model from an actual engagement perspective to enable us to enact the vision. And then I think the third piece is how do we then build tools that are different than just evaluating pre-exit planning, and as is so often, the toolkit, but actually saying, okay, what are the value drivers of a business? And this is probably where Taylor has a lot more to add because it’s 101 of the PE model, but how do we take the mission and vision of an entrepreneur, what we call north stars, translate those into value drivers, ensure those tie to strategic initiatives in the business, ensure it ties to reporting, and ultimately, how capital is allocated between the business and other investments? So then that’s our toolkit that we continue to build out to deploy the mission through our business model with tools that back it up. So that’s how we frame it right now. Taylor, we can share stories about how that’s come to fruition to create different outcomes. Jason Diamond: Taylor, I’d love to hear that. Let me just add maybe my understanding, because this is what helped me, I think, to really understand how you defer, and Nick and Taylor, correct me if I’m wrong, it sounds like the typical advisor thinks about an entrepreneur, a business owner relationship as the next liquidity event in most cases. And you take the viewpoint that it’s a journey, in some instances, 30 years in the making. It’s not even about liquidity event might come that’s beside the point. Is that a fair summary? Taylor Gentry: Yeah. We talk about it as a growing business is a healthy business, a business that is creating incremental value and adding to the multiple in terms of how the business is valued in the marketplace is a healthy business. And so whether you are going to sell that business or retain that business into perpetuity, let’s make a really valuable business and grow a very healthy business. And that’s what we do with clients. Nick laid out the north star framework. And so how do we actually go about engaging with folks on a practical level? It does start with the north star framework. It’s got five steps to it as Nick outlined in terms of defining the north star, where we’re going, what we’re trying to do and that’s across those three pillars, personal significance, personal wealth and business value. And that personal significance has to be held at that same level. Otherwise, we find folks that are mid 50s, their business is crazy valuable, they’ve got a lot of dollars, but their family life isn’t where they want it to be because they didn’t take care of that along the way. So we lay out a place map that says, “Hey, these are the north stars that we are aligning on and coming back to every month when we work with these owners.” We then push that into, okay, what are we trying to do on the business side of the equation? Let’s lay out what is going to drive the value of the business from a multiple and enterprise value perspective. We push that into a set of strategic initiatives that is tactical, who owns what, when’s it getting done, and are we red, yellow or green on it? We then build out the performance reporting package with folks. And so that is a monthly reporting package that says what happened last month and what operational data are we looking at to be able to improve the business month over month and get a good feedback loop going into the company. And then the last piece is around capital allocation that Nick mentioned where if the business generates a million dollars, where’s that capital going? I think there’s a lot in there and it’s really deep, but if you zoom all the way back out, it’s take a private equity style playbook where private equity firms come and invest in a company. And what do they do after close? They put in place good financial reporting, good operational reporting, and then hold the team accountable to that reporting and those results on a monthly, quarterly, and annual basis. And so this is not rocket science or something that’s never been seen before. It’s just most business owners that have never experienced this private equity world don’t have access to it and don’t know how to go about doing it. It’s a relatively long process to get that installed with companies and with teams to really dig in and understand it, but it’s building out those packages to be able to say, “Okay, what happened last month? What changes do we need to make and what are we doing from a initiative perspective to drive the business forward?” So to Nick’s point, it was previously, this was all about liquidity planning or from a wealth management perspective, it’s about the exit. This is about how do we make a more valuable business along the way, and that’s going to be good for the entrepreneur as they move through the journey. Nick Hubert: When we were around the dinner table, the proverbial dinner table creating the vision of this firm, it was around this idea of the silver tsunami and everything that everybody reads in the headlines of this massive wave of transition, this generational transition of business ownership that we could help facilitate. So we launched with that thesis in some sense. In addition to this broader journey perspective, we have gotten to this place by following the market and listening to what entrepreneurs actually want through the big unlock was honestly in a deal process with one of our clients where we realized, “This is a great deal. This person’s going to put a ton of money in their pockets, secure their future,” and it’s completely the wrong outcome for the entrepreneur because it’s thinking all about the deal, not thinking about what this person didn’t want was an exit. They wanted a different relationship with their business, and that required, what do you actually want out of life, that personal significance piece? And it required, “Hey, if we can actually create a layer of team members and reporting that allows you to manage this like a board chair would do as opposed to a highly engaged CEO. That’s actually what you want. You don’t want out of this business. You want to still have this be a huge rock in your life.” And so we’ve ran through that door, said no to the deal with them and have been building the infrastructure around this, and that was the unlock and aha moment for us. There’s something bigger here and that’s what then inspired, in some sense, the broader build out of the toolkit, but I think puts more meat on the bone of actually saying no to a deal, which is not the classic wealth manager outcome to get to a way better outcome for the client and is ultimately still an awesome client for us as a firm and somebody that we can go build with for the next 20 years. I think just telling it through the lens of a story that’s different than what’s normal, so to speak, is a way to frame that up. Jason Diamond: It’s such a hyper focus on a fairly long-term and honestly nebulous potential outcome. You don’t have certainty. That, I think, is why most advisors would prefer the near-term liquidity. I mean, it’s not a secret, right? You can bill on assets, firms are incentivizing it and it’s a pretty direct recipe to net new asset growth, but it’s certainly a refreshing point of view. It resonates with me. I’m wondering if it’s resonated with clients and prospects. I guess what I’m asking is, do they feel that this is something different than the typical wealth management experience for this type of client? Nick Hubert: Yeah, Taylor, tell that story of the guy who said, “I’ve had this, but I felt alone.” I think that story of partnership, you tell pretty well. Taylor Gentry: Yeah. Jason, it was actually that same client, he had a investment banker, a wealth manager, attorney, and a CPA. CPA said, “The deal’s terrible, you shouldn’t do the deal.” Investment bankers obviously incentivized to do the deal. And so he’s saying, “You should do the deal.” That’s how he gets paid. He had a wealth manager who was silent and he had an attorney who just pushing paperwork. Jason Diamond: It’s like the start of a bad joke. Taylor Gentry: Yeah. No, seriously, it’s pretty remarkable. It’s like this guy did what he was supposed to do. He put the team of resources around himself. He got professionals in the seat. It’s that no one could connect the dots of all four of those people because they have the seat of those four people. And so it’s really resonated because there’s an ability to see a bigger picture and connect these dots and say, “Okay, this investment banker is saying X because of A, B and C.” And the CPA is saying it’s a bad deal and that it’s not a market deal. It’s 100% a market deal. This deal is right down the fairway in terms of what the market should value your company at and they just don’t understand how the transaction mechanics should work. And so it’s worked really well from that perspective of being able to be the quarterback or centralized point or personal CFO for folks in understanding where interests lie and also being able to think about what they are pursuing in a bit of a different lens. I think the second piece on that is where does it resonate for folks? I think that there is a gap in the marketplace that we are still working to close, and that gap is that business owners do not know what this monthly reporting package looks like. They do not know what really good reporting on their business looks like in terms of they have always run their… You’ve got a business owner. They’ve run their business for 10 or 20 years. They have a pulse on the business from their gut feel. That does not mean that the business has been optimized, is ready to go to the next level or is ready for a transaction and go through a transaction because they have not done the work on the backend to understand the moving pieces of the business at a granular level. This recording package, we oftentimes get this confusion around, well, I’ve got a temporary CFO or a controller or X, Y, Z. That is very different than what we’re talking about. Well, that is all accounting, close the books, have clean numbers. What we’re talking about is how do I marry operational data in the business, number of units ships, number of jobs completed, time on job, operational data to the financials in the business so I can then go make adjustments operationally on how to improve the business and continue taking steps forward. Jason Diamond: It’s very clear. Nick, anything you’d want to add to that? Nick Hubert: I’d say it’s easy to still cut that from a deal lens and say, look, when an investment partner comes to evaluate a business to sit in their seat for a moment, they’re going to look at the replicability of what that leader has done without that leader still in the seat. And if so many businesses are still reliant on that person and this gets talked about as processes, reporting systems, that ultimately results in a discount to the value of the business because although it can be viewed… For the leader, it’s like, it’s that control thing that entrepreneurs deal with. It’s what made them good. It’s what got you there. And so that transition is really hard. And that’s important from a deal lens because that does a direct impact to value. And to widen out the scope beyond the deal and to think about the entrepreneur’s life, this goes back to the dynamic that a lot of times entrepreneurs look for the exits because they’ve built something that it’s now owning them and what they’ve built is not resulting in the life that they want. And so how can we use this system to actually change that relationship, as I mentioned earlier, with the business so that they can run it more like an executive might and get out of the knife fight, so to speak, that often is how this can feel for a lot of folks, even for pretty large businesses. It can just feel like you’re a firefighter, you’re in a knife fight, whatever you want to use for that terminology. I think it’s as much about creating a different life outcome and different relationship and owning and leading a business as it is in driving deal value. Jason Diamond: Taylor, maybe I’ll ask this of you. Forgive the question, but private equity, I think in our space, has a little bit of a negative stigma at the moment. I don’t think that’s true across the board. I think people appreciate generally the need for capital and there are certainly benefits of private equity. But I’ll say as a whole, advisors are, let’s say, suspicious of private equity. You ever get that pushback? Does anybody ever view your experience or the way you position the story as a negative? Taylor Gentry: I think most people that we talk to don’t know what private equity is. They may have seen it in the headlines. They may have some sort of connotation around it. They won’t come out and say that they don’t like it. They don’t know why they don’t like it. The average American business owner, they don’t know what it is or what it means. So yes, you do have to fight that because of the headline piece around private equity, bad actor ABC, and that’s what gets the headlines. I think what private equity is really good at is taking a business that is not optimized or not running on systems and processes that it can run on. Again, it's not rocket science is not crazy hard. It’s just the private equity world has created ways to install systems and process that improve the value of the business by way of providing visibility to financials and operations in a way that the owner previously didn’t have. And so for us, we view it not by any means as the end all be all or the answer. There are clients we’ve worked with that have taken private equity capital and grown successfully, executed on some acquisitions and then exited again. There are clients that have evaluated those transactions and said, “Hey, not for me.” We are actually fairly agnostic to it. What we really spend a lot of our time on is what are we solving for? What’s the end game? How do we use this private equity transaction to get to where we’re trying to go and is it what we want at the end of the day? Because the reality is, if you’re going to stay on and run that business with private equity investment in, there’s a higher expectation on what you need to do Monday morning than when you owned it yourself and it was a little bit of your personal piggy bank too. Jason Diamond: I love it because you bring it back to the north star concept. Taylor Gentry: Yes, that’s exactly right. It’s what are we solving for and what game are we playing to be able to get to where we ultimately want to go? And for, as Nick mentioned that client that turned down the deal, it was a private equity investment. We got very clear with that, “Hey, here are going to be the expectations. You will have a monthly financial reporting call. You’re going to have quarterly board meetings.” These are things that need to happen in this business to be able to upgrade the management and cadence in this company. You don’t have to do it all tomorrow, but that is how you make a more valuable company, is installing some of these systems, process and cadence. And so we’re working with him now on doing that, just in a private context instead of in the private equity backed environment. Nick Hubert: I think there are three things embedded in this. I’d say number one, to Taylor’s point, this is a massive black box, in some ways by design. Wall Street’s had not a great reputation for a very long time of putting things behind the paywall, so to speak. And so we think a lot about our job as empowerment and education. Jason Diamond: Education, yep. Nick Hubert: Yeah. And so part of it is just, number one, how do we just demystify this thing and name things and take away the go to or bad? Because it can be that, but it should not be that from a core basis. That’s number one. Number two, a lot of entrepreneurs feel like they cannot get access to this ability to professionalize or level up or whatever these things are without bringing on that investment partner. And so part of our motivation is how do we actually bring this skillset in without needing to bring on an investment partner because oftentimes, that investment partner comes when you’re done, and so you don’t actually get to experience it. That’s number two. Number three is, Jason, part of your point earlier was like there’s still a trap here of potentially being able to get motivated primarily by the exit. And so again, that gets back to our business model, making sure our price Racing is right, all that good stuff. And it’s also the reality that a lot of businesses, if you just look at a very broad scope of American businesses, a lot of them don’t have value in the marketplace in a massively material way and/or won’t exit in a traditional way. And so the wealth creation journey then becomes much more of a conversation of, how do we manage the balance between investing in the company and distributing out of the company to invest elsewhere because we should actually be creating investment assets along the way because when you get to the exit, there’s no better power position at the moment of exit than already having financial security to some degree and giving you choice in the right deal, not the highest and best deal because you need to fill the piggy bank for retirement. Jason Diamond: I just want to be sure to ask because you did mention a couple times your pricing structure. How have you set it up so that you can be more agnostic about this as opposed to the typical… You want to talk about it for a minute? Nick Hubert: As it’s structured now, it starts with a retainer earlier on where we are working… As Taylor mentioned, we are going deep in the operational build of the business. We will do that on a monthly retainer. We’re engaging consistently. As assets get built up and if assets get built up, we start to chew that retainer down as assets go up. I think what we are ideally trying to figure out, and still honestly have not figured out yet, is how do we get to parity so that we don’t create an… I want to be able to work agnostically with a client to say- Jason Diamond: Yeah, I love it. Nick Hubert: … regardless of how I’m engaging with you, that’s the goal. So I’d say we haven’t cracked the code on exactly what that is yet, but mechanically, we’ve got the levers to pull to say how we price and move that retainer down is basically allowing to keep it at par, so to speak, for the client and allowing us to say, “I’m here to engage in making the best wealth creation outcome for you along the way, whether that’s investing in the business or investing outside the business.” Jason Diamond: I think that’s the right recipe. I agree. The levers can be fine-tuned, but to me, that’s the model you want to create where you can credibly look your prospects and clients in the eyes and tell them, “Our job is to serve you in the best way… We’re sitting on the same side of the table as you.” I want to turn this inward for a second. The home cooking concept. M&A, within the RIA independent space, is obviously a hot topic. Have you thought about it? Do you think it’s a critical part of a potential growth trajectory of a healthy, independent firm? I’m curious your perspective. I feel you, Taylor in particular, probably have a unique lens on this coming from the world you came from. Taylor Gentry: Yeah, Jason, I think if Nick and I wanted to put as much money as we possibly could in our pockets as fast as humanly possible. It’s a pretty easy recipe. It’s go get some private equity capital backer, roll up a few RIAs, get to a few billion of AUM and then sell it to the next private equity firm or roll it to the next private equity firm, do that a few times. We’d all make plenty of money and go on our way. We’ve been really intentional on this front, and again, I talk about this is what we want to do for the next 30 plus years. And really being intentional around building a business that has that enduring nature to it, decided to take private equity capital on, you are on a shot clock to some degree. Yes, you’re trying to build a best business, all of those pieces. You get cadence. You get capital. There’s a ton of value there, but you are on a shot clock that is not a shot clock we’re trying to get on at this stage. I’d say we opportunistically are looking at acquisitions. So we think about it, and Nick and I talk about it all the time, how much of our time should we be spending on acquisitions? And we think of it as 80/20 or even 90/10, 80% or 90% organic growth-focused, 10 to 20% acquisitions-focused. And so we’re actively evaluating those consistently and see deals on a monthly basis that we look at and evaluate, but it’s less of the focus today than it could be down the road. Jason Diamond: And Nick, do you think of that when you guys talk? Do you guys call that your true north? Do you think the same way you coach your clients and prospects to say, “For right now, it wouldn’t be the right move for us to take private equity capital and to do this acquisition rollup strategy because A, B and C are more important for us”? Nick Hubert: Yes. I think if we take our life north star for Taylor. I’m speaking for Taylor, but we’re close and so we share this of… To Taylor’s point, the life outcome of scaling that quickly with that type of capital backing is likely to create a life that I don’t actually want that’s not good for me, not good for my family, and honestly, not good for our clients at this point. And so that overrides in this case, even though the wealth, north star might say, “Hey, absolutely do that.” At some point something has to win. And so that is true. At the business side, as the north star is motivated by this mission of the entire entrepreneur journey, the worst thing I could do is shortcut my ability to be on that journey for a long period of time. One of our friends in this space says, “The best thing I can do for my clients is still be in the seat 30 years from now because I’ve lived a good life that enables that.” And I think that’s spot on for us, is everything, it’s so easy in today’s world to be consumed by short-termism and we are intentional in ensuring that we don’t succumb to that. While still recognizing to your point, I mean, you’re in this all day, Jason, right? There’s a massive opportunity in front of us to be thoughtful about how acquisitions fit into this. And I think we want to be open to that in a way that ensures we just don’t lose the core of the goodness of what we’re trying to build. Jason Diamond: I think that’s the right answer. The only wrong answer in my mind is we’re not open to this or we’re closed to it. To not at least be opportunistically aware of the dynamics in the market, I think is naive. But also, I’ll be honest, Nick, when I think about the concept of the north star, I have a hard time imagining, because we use a similar concept when we counsel advisors. What is your true north or your north star and your best business life, whatever you want to call it? To me, it does include absolutely the personal piece. I think it’s hard to define it only on the economic verticals because, I mean, I think about this for a transitioning advisor. Almost never is the conversation about crunch the spreadsheet and get us the biggest check possible. It’s, yeah, sure, transition capital is important, but it’s let’s also, we want a better work life and we want freedom to market and blah, blah, blah. To me, I think it’s a completely fair way. You two are looking at it at least for now and I assume you reserve the right to revise that opinion down the line. Nick Hubert: I think acquiring for size and scale is as often the headline is, yeah, we’re not into that at this point because I think… And yet, hey, if the right acquisition with the right people came along in that, we’d be extremely excited and would move very quickly to execute on that. So it’s a little bit of a both hand. Taylor Gentry: Yeah. Jason, I think it goes without saying, but my background on having done a bunch of transactions of businesses like this, it’s a natural fit for us to have this as a lever. And so we are looking at deals. We just haven’t prioritized it as the top priority. Jason Diamond: I think also where you are, 2024 was the launch of the business. It’s pretty common to see, all right, let’s nail this, let’s get our feet under us, client service model and then we’ll start to think about that down the line. A couple other things I want to ask you about running an independent firm. This is a pretty glowingly positive review, I think, of your ability to service clients, your ability to grow and to build and run the business that you want. Has there been anything negative that you haven’t enjoyed about running and operating this business, other than working with each other, of course? Nick Hubert: No, I was going to say, I’m like, can we get Taylor off the call again? Taylor Gentry: Jason, maybe I’ll take a first cut at it. I think for both Nick and I, it’s just the administrative components of running an independent business that we don’t enjoy candidly. I don’t think many people would. That said, you come full circle and it is a pretty glowingly positive review of running an independent business because we get to run it in the way that we see fit. And oh, by the way, we use the same things that we use with our clients. So the value drivers we’ve talked about, we have a value drivers worksheet. We refresh it every six months. Nick, Andrew, and I get together every six months and we’re 18 months into this thing and we’ve already got this cadence and system to it, if you will. So I personally really enjoy the running the business piece of it from a macro perspective. Yeah, I’m responsible for running our fee billing and running the math on all that and getting that done, for example. Jason Diamond: I think that’s actually a very thoughtful answer. And I appreciate you saying I enjoy running… I feel the same way, by the way. There’s some elements of running a business that I think are immensely fun. I think it gets painted with this brush of, “Ugh, running the business is the hassle and I want to work in the business.” Agreed, nobody likes invoicing and accounts receivable for the most part, but Nick, what are your thoughts on this? Nick Hubert: Yeah, I think mine is different a little bit coming from a different background where it’s easier for me to sit with the rose-colored glasses of the joy of the freedom that we have in this model. At the same time, when I’m counseling folks who are talking with folks or mentoring folks, younger people who are thinking about, “Okay, I want to go start my own thing,” I’m like, “Hey, it’s like I’m the same way. I want to look in the mirror and think I’m the boss or I’m one of the bosses and we get to go build this.” Then the reality is, at the end of the day, if there was something that you didn’t want to do that had to get done and you didn’t do it, you got to look in the mirror and be like, “Well, you’re the boss, you didn’t do it.” It’s the both sides of the coin that I think a positive, negative cut is one way to look at that because it can feel that way sometimes. And the reality is every job has 20 to 30% of it that you just don’t enjoy doing, and that’s totally true. Jason Diamond: It’s why they call it work. That’s why they pay you. Nick Hubert: They’d be pretty quick to point out that I’m the one of the partnership group that they’re going to have to chase for a smaller administrative item because, yeah, I honestly, just similarly speaking, don’t enjoy that. I want to go talk to clients. I want to go focus on building what we’re building. In finance speaks, it is a higher beta to just the all encompassing realities of running a business that is really hard to underscore without being in the seat. And yeah, there’s definitely 20 to 30% of that I would love to wave a magic wand and say, I don’t have to do anymore. Jason Diamond: Yeah, I appreciate that. Nick Hubert: You can’t have one without the other. It’s both sides. Jason Diamond: I think it’s getting easier and I think it’s getting more offloadable and some of it probably gets more… In some ways, more offloadable as you scale, but then you get a new set of problems, probably two, because you’re dealing with bigger… It’s a never ending. I think most business owners would agree with that. And you said it well, you take the good with the bad and overwhelmingly, most people we speak with in the independent space feel as you do, which is, are there things I would prefer to offload or that I would prefer not to do? Of course, but that’s almost just the price you pay for the freedom and for doing all the things you want to do. Two more questions that I want to be sure to ask about where this has been a great episode. One is AI. Need to know your thoughts. Is this coming for our jobs? Do you think your firm is positioned to capture either asset flows or also just to leverage this technology and use it to serve clients better? Just give me your thoughts. Nick Hubert: I think, in some sense, it would be irresponsible as people this early in our entrepreneurial journey and thinking about how do we optimize what we do for clients to not be engaging with AI in some way, shape or form, at least in an evaluative posture. So we are actively, in a bunch of different ways, whether it’s buy it off the shelf or build it, continuing to find ways to think about, not only how do we drive efficiency, because there’s an obvious surface level dynamic of if I can save time and spend more time with clients, that is a go to thing objectively. And there’s this deeper dynamic of if it can amplify what… Actually, back to your prior question, if it can amplify what I’m best at and enjoy and reduce what I don’t enjoy, that’s a massive win. And I think we’re on the surface of seeing that. That’s the opportunity we are motivated by that and pursuing that. And at the same time, I would say an operational principle that really is important to us, and you can almost call it a north star within the business is client security can never be put at risk for the sake of our own growth, our own efficiency, or anything else. There’s, I think, still a question mark as to how we think about trusting this. And so we are very cautious as we think about we will never try to move so quickly on any technology, whether it’s AI or otherwise that we risk our clients in some way, shape or form, because the reality is we are also in a context where AI is, when pulled, one of the least popular things happening in the world today for the average American. And so there’s no kudos here for being a leader. Jason Diamond: I totally agree. The first mover advantage here is slim to none. Nick Hubert: Yeah, you don’t want to be the one sticking your neck out on this in our industry. And yet there still objectively has a potential to be better for the clients. Navigating that I think is messy. Taylor Gentry: I think the only thing I’d add, which is pretty short, is the use of these tools has the ability to create a better deliverable for clients on a more consistent basis. And marrying that with exactly what Nick just outlined around the risk is really the magic piece here. And so I think, to the extent we can get it implemented effectively with the security, but also with, this is going to result in a lot better outcome for clients across the board, that’s a pretty attractive objective to go after and it’s pretty exciting to be in the industry with that now on the forefront in terms of ability to improve that experience over time. Jason Diamond: Yeah. No, that’s a good color to add. I want to end here with a potential HR violation, but you’ll forgive me. I’m not going to ask about age, but you are clearly both relatively young advisors. And this is a hot button issue in our industry, the idea that there are not a lot of talented, young next gen advisors at a time when a lot of gen one or older advisors are retiring out of the business. So what would you say… I think one of you made the comment earlier, it’s not necessarily the coolest industry to go into at 23 years old right out of school. I think more commonly people go into sales and trading, investment banking or some of the other finance verticals. What would you say to younger folks interested in wealth? And maybe I’d ask also, do you have any thoughts on how we solve this next gen talent crisis? And if you’re both secretly 90 years old, you can just do it. Taylor Gentry: You talking my internal age or my actual age? Jason Diamond: Why don’t you go first? Nick Hubert: Yeah, go ahead, Taylor. Taylor Gentry: I think there’s two threads here. The first is it’s not a sexy industry to go into and not as sexy as an investment banking, private equity shtick, if you will. I think from my perspective, it’s really important what you’re working on. The ability to be in a firm like what we are building with the diversity of work that is available is a little bit like the world’s your oyster and we’re designing it with that in mind. For Nick and I, the ability to work on many different situations throughout the day and throughout the week is actually why this business is so attractive and interesting and why we want to do it for 30 years. And so we’re building with that context. And so, in some ways, it’s almost like a plug for younger advisors, the ability to work in a firm like what we’re building where you’ve got this diversity of work that is not just trading stocks and bonds or just spreadsheeting or just financial planning. This is a much broader expression and experience than what I would call “traditional” wealth management. So I think that’s the key on that front. Then, on the talent development side of the equation, if you will, this AI thing is going to be a big question mark. And what I mean by that is there is significant training that will be required in, call it traditional wealth management or the firm we’re building with regard to folks’ ability to actually learn when you can plug it into AI and get an answer that you don’t have to critically question or think through. And so there’s going to be a significant learning curve for folks that we’re going to have to continue to train and educate on in order to produce talent that can be long-term sustainable and beneficial for clients more writ large. Jason Diamond: Nick. Nick Hubert: Well, first and foremost, we haven’t given our third partner enough here of time. I think we have a tremendous benefit of having a multi-generational team at the partnership level where he’s in his mid to late 50s and can bring that additional experience to bear and as is necessary, and as is important because investing is an experienced business and a lot of clients want that. And so the power of that matters. I think that actually speaks to firms being willing to think of partnership at that level that partnership is not reserved for just once you’ve been there for a long time. So I think it’s getting at like, how do you share ownership earlier, do it in a way that is actually giving people a stake in the outcome and allowing that elevation to happen. I think that’s number one. Number two, honestly, the existence of people like you and your team and that your family has built over the years, Jason, is awesome. And because of the ability for you to help people navigate and see how easy it is to actually run this business and build this business in some sense… And that’s in the broader spectrum of having seen. We work with so many different types of companies. We sometimes say our business is so much easier to run and it has come so far with technology and with people like you who are providers to us to allow it to be easier for us so to speak. That’s a big deal. I think that should be talked about more that there is a massive… What that allows is more time to, as Taylor mentioned, build what you actually want because you can outsource the compliance piece in a major way that allows you to not spend as much time on that as you used to. So I don’t think that gets talked about enough. And I think if you just zoom out and view this in the perspective of post-2020, there was this massive movement of entrepreneurship through acquisitions and people looking at this idea of how do I get the life I want by way of not having to be on a two-year clock to go to the next job to the next job. Have something that I can have a long-term impact on where I get to build something and have employees. This is the perfect space for that because it’s such an awesome business where you get to work so intimately with people and clients and their life outcomes. They’re, again, relatively speaking, easier businesses to run relative to what’s out there. I’m just baffled by the fact that it is not seen a larger wave of younger people coming out of these more “traditional” paths and seeing this as an awesome place when they’re willing to go buy an HVAC company. This is so much easier than that. So honestly, I think

In this episode, Lauren talks to the seller of a YouTube business created in April 2025 in the entertainment niche. Listen in to find out how the business makes an average of $6,517.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/95833 to learn more about this business.

Natalie Ghidotti, owner of a Little Rock-based PR agency, discusses the unique challenges that smaller markets present to PR practitioners and the power of combining a global network with deep local expertise.The middle of the country often gets forgotten in business. Natalie explains how her team at Ghidotti helps family-owned, B2B companies in the Heartland reach a national audience while staying true to their regional roots and Midwestern or Southern identities.She also highlights the importance of playing the "long game" in agency business development. By investing non-billable hours into building Lithium Link, a niche newsletter about Arkansas's emerging lithium industry, her firm has successfully positioned itself at the forefront of the state's economic future—demonstrating that treating your own agency like a client can yield massive networking dividends down the road.Natalie also talks about taking a successful Arkansas pharmacy benefit manager (PBM) reform campaign and scaling those strategies to other states, successfully beating a $7 million corporate advertising campaign with the power of earned media.Ultimately, Natalie stresses that whether you are scaling a local legislative win across the country or helping an outside brand break into a new region, success hinges on genuine community relationships, boots-on-the-ground knowledge, and utilizing networks like the Public Relations Global Network (PRGN) for national and international reach.Key Takeaways Understanding local markets and regional nuances is vital for developing effective public relations strategies and campaigns.Building deep local relationships is essential for PR agencies to offer global brands authentic regional relevance and elevate client engagement.Investing in content creation for emerging industries poised for future growth, such as lithium in Arkansas, can position agencies as thought leaders and open future business opportunities.Networks like PRGN play a crucial role in providing localized service with global reach, enhancing an agency's value proposition.About the Guest Natalie Ghidotti, APR, Fellow PRSA, is founder and CEO of Ghidotti, a public relations and content marketing agency she founded in 2007 that serves clients throughout the Heartland. She serves as Regional Vice President for North America for the Public Relations Global Network, where the agency represents the Southern region in this global network of 50 PR agencies. She is Immediate Past Chair for the Executive Committee for the Public Relations Society of America's national Counselors Academy and was recently named a Class of 2025 inductee into PRSA's College of Fellows, the highest national distinction in the public relations profession.Beyond her agency work, Natalie is an active member of the Little Rock community, serving on the board of directors for the Arkansas Symphony Orchestra and the Arkansas Museum of Fine Arts and as Vice President for the Downtown Little Rock Partnership Executive Committee. She is a past president of The Rotary Club of Little Rock and the Arkansas Women's Leadership Forum and is a graduate of both Leadership Little Rock and Leadership Arkansas.About the Hosts Abbie Fink is president of HMA Public Relations in Phoenix, Arizona and a founding member of PRGN. Her marketing communications background includes skills in media relations, digital communications, social media strategies, special event management, crisis communications, community relations, issues management, and marketing promotions for both the private and public sectors, including such industries as healthcare, financial services, professional services, government affairs and tribal affairs, as well as not-for-profit organizations.Dr. Adrian McIntyre is a cultural anthropologist, media personality, speaker, and strategic communications consultant for PR agencies and marketing firms. He's lived in over 30 countries and spent more than a decade in the Middle East and Africa as a researcher, journalist, communications adviser, media spokesperson, and storytelling consultant. He earned a PhD from the University of California, Berkeley, where he was a Fulbright scholar and National Science Foundation fellow. Adrian helps agency leaders strengthen their positioning, sharpen their messaging, boost their visibility, and win new clients by replacing impersonal, intrusive and ineffective marketing tactics with authentic human conversations.PRGN Presents is brought to you by Public Relations Global Network, the world's local public relations agency. Our executive producer is Adrian McIntyre. The show is produced by the team at Speed of Story, a B2B communications firm in Phoenix, AZ.Follow the Podcast If you enjoyed this episode, please follow PRGN Presents in Spotify, Apple Podcasts, or any other podcast app. We publish new episodes every other Thursday. To have them delivered automatically and free of charge, just choose your preferred podcast player from this list, open the app, and click the button to “Follow” the show: https://prgnpodcast.com/listenNeed to hire a PR firm? Leading a business effectively in today's fast-paced world requires expert guidance and a strong communications strategy. No matter where you do business, PRGN has a member agency in your region with the deep industry expertise, international experience, and local market knowledge you need to connect with your target audience and achieve your goals. Find a PR firm near you »

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Andre knows he needs to position himself as the expert in his field, but he's stuck on how. More social media? More speaking gigs? Preston and Haley Raymond break down the real playbook: why LinkedIn tends to be the first stop for service providers, the difference between telling people you're an expert and showing them, and how to batch your content so consistency doesn't turn into burnout. They also dig into where AI tools genuinely help versus where they just create more noise. Support our show sponsors -> ⁠⁠https://freelancetofounder.com/sponsors⁠⁠ Submit your own question -> ⁠⁠https://freelancetofounder.com/ask⁠⁠ Connect with Haley: ⁠⁠https://HaleyRaymond.com⁠⁠ ⁠⁠https://www.linkedin.com/in/haleyadams25/ Learn more about your ad choices. Visit megaphone.fm/adchoices

durée : 00:03:57 - Le 13/14 - Le salon de coiffure "Au Peigne fin", dans le centre-ville de Mâcon, a choisi de se spécialiser dans le végétal pour se démarquer. Les coiffeurs et les coiffeuses réalisent des colorations à base de poudres naturelles de plantes. - équipe : Cecilia Arbona Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Niche talents, unlikely fears and Britpop plaques.

In this episode Trey and Micah talk with Brent Gilliland, Agency Principal at Clandestine Insurance Agency. Brent shares how he went from getting fired after his first year, to six years later, he's running a one-man agency clipping along at $400K in revenue, built entirely around a niche nobody else wanted to touch.In this episode:How Brent got fired after year one for chasing a nicheLanding with an outdoor rec agency and learning from program presidentsWhy relationships with underwriters matter more than almost anything elseBuilding a firearms-specific insurance program from scratchWhat it looks like to run (and start scaling) a one-man agencyAdvice for producers in their first 3-5 years who feel stuckThe rise of the "broker of one" and why solo producers don't need to give up 70-80% of their paycheck to an aggregatorIf you're a producer thinking about niching down, or wondering whether you can build something on your own without a big agency behind you, this one's worth the full watch.

Send us Fan MailYour life can change because of one conversation.For Shane Wend, it started with a simple comment and became a lifelong commitment to health, discipline, and helping others perform at their best.In this episode, we talk about building confidence through action, taking risks as an entrepreneur, hiring the right people, and why your audience matters more than your service.What's one decision that completely changed the direction of your life?Accountability is leverage.#AnthonyAmen #AccountabilityIsLeverage #Entrepreneurship #Health #LeadershipSupport the showLearn More at: www.Redefine-Fitness.com

In Episode 675 of the New Media Show, host Rob Greenlee welcomes Cameron Stack, founder and curator of Recognized.fm, for a conversation about podcast awards, creator credibility, industry recognition, and the growing business behind awards, nominations, platform distinctions, editorial selections, and career honors. Podcast awards can be easy to dismiss as another trophy or promotional exercise. Credible recognition can have a much larger impact on a creator, a show, a network, or a media company. An award nomination or win can strengthen a media kit, support sponsor conversations, attract better guests, generate press coverage, and give prospective listeners another reason to take a show seriously. The difficult part is deciding which awards deserve the investment. Podcasting now has a wide recognition ecosystem that includes juried competitions, audience-voted awards, editorial selections, regional programs, platform honors, niche-category awards, professional distinctions, and lifetime-achievement recognition such as the Podcast Hall of Fame. Cameron created Recognized.fm to organize this expanding market and help creators understand their options. Recognized currently tracks more than 100 audio and podcast awards, with information that can be filtered by factors such as geographic scope, entry fees, voting format, and prestige.  They discuss why creators should begin with a clear objective before paying to submit. A widely known international award may bring general visibility, while a smaller award focused on a creator's profession, region, language, or subject category may carry more influence with the people they most want to reach. Example 1: A medical podcast may receive greater credibility in healthcare than from a broad entertainment competition. Example 2: A true-crime show may benefit more from an award respected by that community than from competing across every podcast genre. Submission fees also need to be considered. Independent creators may only have the budget to enter one or two competitions, while networks and larger publishers can treat award submissions as part of a broader marketing strategy. Cameron explains why creators should compare costs against potential returns in visibility, authority, business development, audience growth, and professional validation. The judging process matters just as much as the entry fee. Creators should understand who operates the award, how judges are selected, what criteria are used, whether the process is transparent, and how much weight the recognition will carry with the intended audience. Every award has its own purpose and incentives. Some are selected by industry juries. Others rely on fan voting, editorial judgment, platform data, or a combination of methods. Recognized.fm is building a clearer taxonomy so creators can understand those differences before committing their time and money.  Awards also function as social proof. Audiences already use ratings, reviews, trailers, artwork, recommendations, and visible audience activity to decide whether a show deserves attention. A respected award or nomination adds another outside signal that the work has been evaluated and recognized. The recognition can strengthen sponsor decks, improve outreach to potential guests, support speaking opportunities, and help creators position themselves as credible voices within a category. The impact can continue long after the ceremony, as recognition becomes part of the creator's biography, website, introductions, and business materials. We also explore the larger “recognition economy”. Awards are one part of an industry that includes trophy manufacturers, submission platforms, consultants, event producers, sponsors, judging systems, media organizations, and the businesses that support professional recognition. As creator-led media grows, new awards will continue to emerge around podcasts, YouTube shows, livestreaming, newsletters, social video, and other online formats. Established awards will also need to adapt as audiences and media habits change. Artificial intelligence will bring another layer of change. Cameron expects AI-related categories and dedicated AI awards to emerge as organizations seek ways to recognize new forms of production and technological achievement. Rob raises the trust questions that will accompany that shift, especially when established human-centered awards begin considering synthetic or substantially AI-generated work. The episode closes with a look at the physical trophies themselves. Cameron shares examples from the Webbys, Signal Awards, iHeartPodcast Awards, international design competitions, and other recognition programs. A memorable trophy can become a visible symbol of the award and extend its value through videos, studio sets, social posts, and public appearances. For creators, producers, networks, and media companies, Episode 675 provides a practical framework for deciding when awards are worth pursuing, how to evaluate them, and how credible recognition can support broader media and business strategies. Topics Covered in This Episode * Why credible podcast recognition matters * Cameron Stack's background in podcast production * The development of Recognized.fm * Juried, fan-voted, editorial, regional, and platform awards * How creators should decide which awards to enter * Submission fees and potential return on investment * Broad awards compared with niche recognition * Awards as social proof for listeners and sponsors * Strengthening media kits and guest outreach * Podcast Hall of Fame and career recognition * Judging standards, transparency, and organizational bias * The larger recognition economy * AI-generated content and future award categories * Creator-native awards and legacy media ceremonies * Why memorable trophy design matters Chapter Time Stamp Markers: 00:00 Why podcast awards and recognition matter 02:05 Cameron Stack and the origin of Recognized.fm 04:08 Recognition expands beyond traditional podcast awards 05:47 Building a comprehensive guide to audio awards 07:34 Should every creator submit to awards? 10:23 The full podcast recognition ecosystem 11:56 What creators gain from recognition 13:33 Broad awards compared with niche awards 15:00 Editorial selections and platform recognition 17:16 Awards as credibility and social proof 19:03 Measuring the return from an award 21:39 Mapping the taxonomy of podcast awards 24:52 Inside the Recognized.fm platform 26:03 Events, jobs, and recognition-industry resources 28:09 Future award discovery and submission tools 29:54 Niche communities and the demand for recognition 31:52 Judging standards, transparency, and trust 34:15 Submission fees, bias, and due diligence 38:23 How AI may reshape awards 40:59 AI categories, positioning, and possible backlash 43:22 The growing recognition economy 46:01 Creator-native awards and legacy ceremonies 48:06 Why the physical trophy matters 52:27 The Webbys, Lovie Awards, and digital recognition 53:31 iHeartPodcast Awards and major-industry trophies 54:53 Signal Awards, the Ambies, and podcast trophy design 56:00 Recognized.fm and closing thoughts 58:49 End of episode Guest Links: Cameron Stack, Founder and Curator, Recognized.fm Recognized.fm: https://recognized.fm Podcast Awards Taxonomy: https://recognized.fm/podcast-awards About Recognized: https://recognized.fm/about-recognized Recognized Newsletter: https://recognized.substack.com Cameron Stack on LinkedIn: https://www.linkedin.com/in/cameron-stack Recognized.fm, curated by Cameron Stack, focuses on making the awards and recognition industry easier to understand and navigate.  Rob Greenlee and New Media Show Links Rob Greenlee Website: https://robgreenlee.com New Media Show: https://newmediashow.com New Media Show Audio on Apple Podcasts: https://podcasts.apple.com/us/podcast/new-media-show-audio/id392545649 New Media Show on YouTube: https://youtube.com/@TheNewMediaShow Rob Greenlee on YouTube: https://youtube.com/@RobGreenlee Podcast Hall of Fame: https://podcasthall.com About Trust Factor Lab Trust Factor Lab helps creators, media leaders, executives, and brands build stronger audience trust across AI, video, podcasts, and creator-led media. Founded by Rob Greenlee, it focuses on media positioning, content strategy, authority development, AI transparency, audience growth, and trust-centered business outcomes. AI Disclosure Note: I used AI tools to help organize and edit this episode and its description, then create chapter markers from the episode transcript. The editorial direction, final review, industry perspective, and responsibility for the published content remain mine. The discussion reflects the views expressed by my guest and me during the recorded conversation.The post Why Podcast and Creator Awards Matter | Cameron Stack, Recognized.fm #675 first appeared on New Media Show.

If you've been putting off starting your online business because you can't figure out your niche, this episode is for you. One of the biggest myths in entrepreneurship is that you need to find the "perfect niche" before you can begin. But after building an online business for nearly two decades, I've learned something completely different: your niche isn't something you find—it's something you become known for. In this episode, I'm sharing the mindset shift that changed everything for me and why building a personal brand is one of the smartest things you can do in today's digital world. We'll talk about how to identify what makes you unique, why your story is your greatest asset, and how to create a business that grows with you instead of boxing you in. Whether you're dreaming of selling digital products, starting a blog, growing on Pinterest, launching a membership, or simply creating more freedom in your life, this episode will help you stop overthinking and finally start showing up with confidence. In this episode, you'll learn: Why most people approach niching the wrong way The difference between building a niche and building a personal brand Why your life experiences are one of your biggest business advantages A simple framework to uncover what you're uniquely qualified to teach How to build trust online without pretending to be someone you're not Why your niche can evolve as you grow—and why that's actually a good thing How building an online business can create more freedom, flexibility, and fulfillment in your life If today's conversation inspires you, I've created a beginner-friendly blueprint that walks you through the exact foundations of building an online business—from personal branding and content creation to growing an audience and selling digital products. It's the resource I wish I'd had when I started my own journey back in 2008. GRAB THE FEMININE WEALTH FORMULA EBOOK for only $27 READ THE BLOG POST: How to find your niche when you have too many interests Thank you so much for listening! If you enjoyed this episode, I'd be so grateful if you subscribed, left a review, or shared it with a friend who's ready to build a business around who they already are. Because the world doesn't need another copy of someone else. It needs you.

Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcast For all episodes, please check out www.thePOZcast.com Summary In this episode, Adam Posner interviews Jay Williams, founder of Freebird Southern Springwater, who shares his journey from a successful 25-year career in real estate to launching a beverage brand. Jay discusses the importance of authenticity, hard work, and building relationships in business. He reflects on the challenges of starting a new venture, the importance of giving back to the community, and the lessons he has learned from his experiences. The conversation highlights the importance of resilience, the impact of social media, and the value of crafting a brand with a soul that resonates with everyday Americans. Takeaways - Jay Williams transitioned from real estate to beverage with Freebird. - Authenticity and being true to oneself are key to success. - Building relationships is crucial in business. - Hard work can outpace talent in competitive fields. - Starting a business requires action over perfection. - Mistakes are valuable learning opportunities. - Resilience is essential for overcoming challenges. - Giving back to the community is a core value of Freebird. - Creating a brand with a soul resonates with consumers. - Networking and research are vital for new entrepreneurs. Chapters 00:00 Introduction to Jay Williams and Freebird 02:49 The Power of Authenticity and LinkedIn 05:38 Lessons from Family and the Importance of Hard Work 08:55 The Big Pivot: From Real Estate to Beverage 11:01 The Aha Moment: Starting Freebird 13:01 Finding a Niche in the Beverage Industry 15:05 Navigating the Beverage Landscape 19:24 Building a Team and Seeking Expertise 20:01 Understanding Your Strengths and Weaknesses 21:10 Finding the Right Partners 22:36 The Unique Selling Proposition of Freebird 24:02 Navigating Early Challenges 25:41 Commitment to Community and Philanthropy 27:15 Brand Growth and Market Positioning 28:34 Building a Brand with Soul 29:59 Future Aspirations for Freebird 32:20 Advice for Mid-Career Reinvention 33:53 Learning from Mistakes and Building Resilience 36:16 Authenticity in Leadership

We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us!Growing dependence on AI has revealed how risk and trust are influencing customer shopping behavior. Join Shelley and Shiv Gupta, Chief Analytics and Solutions Officer at Volute Group, as they explore how AI is used as a confessional when consumers trust agents more than websites, data collectors, and even other humans. They also discuss why unprompted data is a rich information mining opportunity for retailers, plus how to use AI to determine a customer's lifetime value, intent and probability of purchasing decisions, and how to leverage branding with unemotional, impartial AI feedback. Shiva believes, “Niche retailers are going to do a whole lot better than they've ever done before because they can define the product, audience, and service with a lot more clarity because they don't have a large spread of assortment.” Find out why what you say about your brand and your product may be less influential than what others are saying. As Shiv says, “The misconception is that if you speak louder, you'll be heard better; but you need to speak smarter.” Special Guest: Shiv Gupta, Chief Analytics & Solutions Officer, Volute Group.  For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

Bryan is fresh off the first week of his Off-Broadway run and somehow learned the lore behind the Minions franchise. Erin is a working girl living in the phone-obsessed LA culture while becoming a regular at her local Eataly and people watching. Bryan reports on Patti LuPone's gay cruise being blocked AGAIN while attempting a reroute to Egypt and how it should sound alarm bells for countries deciding to piggy-back on each other's discrimination. Erin discusses Graham Planter's failed bid for Senate in Maine after sexual assault allegations, and how problematic men get redemption tours but women with similar backgrounds are kept from opportunities to run for public office. This is the last week to get $10 off tickets to Bryan's one man show Are You Mad At Me?? In New York by using code IMSORRY. Get your tickets here! For this week's bonus Dateline Recap visit patreon.com/attitudes Sign up for our Discord for episode discussions, watch parties and community!

Have you ever looked at your business and realized you're offering five different things to three different audiences, and none of it is clicking the way you hoped? You're not lazy and you're not bad at this. You're probably just too broad. That's exactly what I dug into with brand strategist Mallika Malhotra this week, and honestly, this conversation hit close to home for me too.Why does niching down feel so scary?Mallika Malhotra is the founder of The Brand CEO, where she helps women who feel like "the invisible expert" — really good at what they do, but overlooked, overwhelmed, and underpaid — get clear on their positioning so they become the obvious, only choice. She built her own path the hard way, starting as a brand photographer doing what she calls her "junk drawer season": family photos, headshots, brand photos, Instagram workshops, a little bit of everything. It wasn't until she started following the data instead of her fear that she found her own niche.What you'll learn in this episodeHow to tell if your niche is actually too broad (the warning signs are more obvious than you think)Mallika's 4-part Bullseye Branding Framework: Specify, Specialize, Stand Out, SolveWhy 2026's AI landscape makes niching down more urgent, not less, for generalistsA simple way to use AI tools like Claude to mine your own client testimonials for the niche that's already workingThe one question to ask your audience that reveals what your brand is actually known forEpisode highlights[00:34] Mallika introduces herself and explains who she serves — the "invisible expert" who's great at her work but not getting seen or paid for it[01:20] Her own story: two decades in corporate advertising on brands like L'Oréal, then years as a "Jane of all trades" photographer before she learned to subtract instead of add[04:39] How do you actually know where and how far to niche? Malika's answer starts with one question: where is your revenue really coming from?[08:44] The full Bullseye Branding Framework, broken down: Specify (your real ideal client, based on your last 10-20 clients, not a hypothetical avatar), Specialize (your true area of expertise), Stand Out (what makes your approach different), and Solve (your branded methodology)[12:08] The clearest signs your niche isn't working yet — discount seekers, confused elevator pitch reactions, generic podcast pitches that go nowhere[14:01] Why Mallika believes it's "dangerous to be a generalist" in 2026, and how having your own framework or methodology protects you as AI reshapes every service industry[14:58] How Mallika uses AI responsibly in her own business, including her SNAP Brand Audit tool, and what to look for (and avoid) if you're buying an AI-powered tool from someone else[18:27] The deeper brand strategy work: why "why do people even care?" is the question most entrepreneurs never ask themselves[24:13] Mallika's practical first step if you don't know where to start: ask your audience, your peers, and your family what your brand is actually known for[26:08] Her AI tip I'd genuinely never thought of — feeding your client testimonials into a tool like Claude and asking it to identify the themes and reputation already showing up in your clients' own wordsKey takeaway"It's great to be different, but if it doesn't matter, nobody cares." Malika's reminder that differentiation without relevance is just noise — your niche has to matter to the people you want to reach, not just set you apart from competitors.Resources mentionedMallika Malhotra on Instagram: @thebrandceoMallika on LinkedInThe Brand CEO website: thebrandceo.comSNAP Brand Audit (Mallika's AI-powered brand audit tool, referenced by Jan as a resource she's currently using)What to do nextIf this episode had you nodding along — or wincing a little — start where Mallika suggests: ask three people in your circle what they'd say your brand is known for if you weren't in the room. Then come back and let me know what you find. And if you're realizing your website doesn't actually reflect the niche you're landing on, that's exactly the kind of thing I help clients fix. [Book a call with me] and let's talk about it.CONNECT WITH JAN:Here are all the best places and FREE stuff

In this episode, Lauren talks to the seller of a display advertising business created in October 2018 in the gaming niche. Listen in to find out how the business makes an average of $3,091.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/93775 to learn more about this business.

In this episode, Lauren talks to the seller of an eCommerce and DropShipping business created in August 2020 in the occasions & gifts, hobbies, and books niches. Listen in to find out how the business makes an average of $5,757.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/95516 to learn more about this business.

In this episode, Lauren talks to the seller of an Amazon FBA business created in January 2024 in the beauty and personal care niches. Listen in to find out how the business makes an average of $30,037.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/95146 to learn more about this business.

In this episode, Lauren talks to the seller of a DropShipping business created in April 2020 in the hobbies and equipment niches. Listen in to find out how the business makes an average of $3,159.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/93279 to learn more about this business.

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!

PART 2: PROSPECTING Prospecting is the lifeblood of sales. It's how you find all the decision-makers you need to sell to, book qualified meetings with them, and then convert those meetings into closed-won deals. With the right prospecting strategies, you can build a predictable, scalable, and unstoppable growth engine for success. Part 2 covers everything to scale up your sales with prospecting: The Millionaire Sales Math: Understand how to reverse engineer hitting your number. I'll give you metrics and a roadmap to drive predictable, exponential growth. Pick a Niche to Get Rich: Focus your efforts on the right market and target the most profitable prospects. Company List-Building: Identify the companies that fit your ideal customer profile (ICP) and prioritize those accounts in your outreach efforts. Contact List-Building: Get past the gatekeepers and find the decision- makers and influencers who actually drive buying decisions. Four Prospecting Plays: Boost your results by leveraging four proven prospecting strategies to launch high-impact campaigns. Multi-Channel Prospecting Campaigns: These chapters cover how to craft high-impact prospecting campaigns for multiple channels to maximize your reach. Write Sales Copy That Books Meetings: Write messages that capture attention, spark interest, and drive action. Cold Calling: Use cold calling to overcome resistance and book meetings over the phone. Voicemails: Leave messages that actually get callbacks and replies. Email Prospecting: Write email campaigns so good that prospects can't ignore them. LinkedIn Social Selling: Use LinkedIn to build relationships and generate leads. Part 2 provides the ultimate prospecting playbook to help you consistently find and close high-quality leads at scale. Whether you're a new SDR, a top account executive, a seasoned sales leader, or a veteran entrepreneur, mastering these prospecting strategies will help you fill your pipeline with qualified opportunities and supercharge your sales results to $100M and beyond. Are you ready to scale your sales and transform your results? Let's do this!