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Can one accountant really do tax prep five times faster with AI? Blake and David talk with Sam Leon, founder of The Millennial CPA, about how he uses Claude projects to turn client documents into tax workpapers, speed up review, and run a solo firm built around software. They also dig into where AI still falls short, why review remains the bottleneck, and what firms can realistically automate today.SponsorsDigits - http://accountingpodcast.promo/digitsThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Autonomous AI Reality Check (00:11) - Show Welcome and Interview Tease (00:55) - Sponsor Spotlight Digits (02:34) - Trump IRS Deal Dismissed (05:20) - California Billionaire Tax Fight (07:35) - New York Pied a Terre Tax (09:29) - Sponsor Spotlight Value Builder System (11:18) - Xero CEO Pay and Stock Sale (16:39) - Verification Tax and AI Jobs (22:06) - Sponsor Spotlight OnPay (23:21) - 1948 IBM Accounting Machine Lesson (29:56) - Sponsor Spotlight Cloud Accountant Staffing (31:07) - Meet Sam Leon Millennial CPA (32:01) - Solo Firm Vision (33:15) - From Big Firms to Millennial CPA (35:42) - Why AI Agents Weren't Ready (37:19) - Automating Tax Prep Workflow (40:33) - Smart Intake for Better Scoping (43:06) - End to End Return Automation (46:04) - AI Workpapers and Review (49:38) - Claude Setup and Time Savings (58:18) - Tech Spend and Pricing Strategy (01:02:52) - Building TaxWeave Platform (01:06:21) - Wrap Up and CPE Info Show NotesJudge Smacks Down Trump's IRS Settlement And Orders Sanctionshttps://www.cnn.com/2026/07/13/politics/trump-irs-judge-ruling-settlement-sanctionsInstead of Uniting the Left, California's Billionaire Tax Measure Has Split Democratic Allieshttps://www.cpapracticeadvisor.com/2026/07/08/instead-of-uniting-the-left-californias-billionaire-tax-measure-has-split-democratic-allies/186379/NYC lawyers slam pied-a-terre tax as a half-baked money grabhttps://www.audacy.com/1010wins/news/local/nyc-lawyers-slam-pied-a-terre-tax-as-a-half-baked-money-grabA 1948 IBM computer with no memory at all, fed by punchcards, was still doing the accounting at a Texas filtration company as recently as 2020https://scienceblog.com/t-1948-ibm-402-punchcards-sparkler-filters-accounting-2020/Time saved by AI partially canceled out by time spent checking AIhttps://www.accountingtoday.com/news/time-saved-by-ai-partially-cancelled-out-by-time-spent-checking-aiResearch Suggests Jobs May be Safer at Companies that Embrace AIhttps://www.cpapracticeadvisor.com/2026/07/07/research-suggests-jobs-may-be-safer-at-companies-that-embrace-ai/186281/AI Is No Longer Just a Tech Occupation Story: It's Spreading Across Job Titles in the US and Europehttps://www.hiringlab.org/2026/07/08/ai-is-no-longer-just-a-tech-occupation-story/The 2026 Best Accounting Firms for Technologyhttps://www.accountingtoday.com/list/the-2026-best-accounting-firms-for-technologyNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comMeet Our Guest, Sam Leon, CPALinkedIn: https://www.linkedin.com/in/samuelaaronleon/ Website: https://www.millennialcpa.tax/Website: https://www.taxweave.ai/Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds REFRAME 2026 - http://accountingpodcast.promo/reframe2026Flowglad - https://cal.com/team/flowglad/flowgladWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classi...
She's Just Getting Started - Building a business you truly love!
Seth Godin said "choose your customers, choose your future" and he couldn't be more right! Today I talk about the massive importance of indeed choosing who you want to serve and how affects the success of your business. READ MORE HERE
Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs
At 24, Marlyn Schiff was making beaded jewelry at her kitchen table with no business plan and nothing to lose. Today, Marlyn Schiff Jewelry is a seven-figure wholesale brand with staff who have stayed 18 years, a price point under $150 that cracked Nordstrom and Neiman Marcus, and a growth strategy built entirely on passion over pressure. For more on Marlyn Schiff and show notes click here Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.
- Join David's email list, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com In this "best-of" interview, I sit down with money coach Belinda Rosenblum to discuss one of the biggest challenges facing entrepreneurs—pricing. We explore why so many business owners undercharge, how pricing impacts profitability, the psychology behind premium pricing, common pricing mistakes, discounts and promotions, and how to build offers that create real value for customers. Whether you're launching a new business or trying to improve the profitability of an established one, this conversation offers practical strategies to help you charge with confidence and build a healthier business. **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com ----- #PricingStrategy #SmallBusiness #BusinessGrowth #Entrepreneurship #BusinessProfit #BusinessCoaching #Pricing #BusinessOwner Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Youtube music licensing code: 5PJWQOE5ZZHTQSRY
In this episode of Skip the Queue, Andy Povey is joined by Clive Morris, founder of CCM Consulting, to explore the financial realities facing visitor attractions. They discuss the recent UK VAT changes, why collecting the right operational and financial data matters, and how attractions can strengthen the case for future VAT reform. Clive also shares practical advice on connecting finance with day-to-day operations to support better business decisions. Topics Discussed The recent VAT changes affecting UK visitor attractions Why finance and operations should work more closely together The importance of collecting accurate visitor and revenue data Building the case for future VAT reform Using financial insights to improve operational decisions Common financial challenges facing attractions Practical advice for attraction leaders and finance teams How better reporting supports long-term business growth Show references: Clive Morris - founder of CCM Consulting https://cmm-consulting.co.uk/ https://www.linkedin.com/in/clive-morris/ Skip the Queue is brought to you by Merac. We provide attractions with the tools and expertise to create world-class digital interactions. Very simply, we're here to rehumanise commerce. If you like what you hear, you can subscribe on Apple Podcasts, Spotify, and all the usual channels by searching Skip the Queue or visit our website SkiptheQueue.fm. If you've enjoyed this podcast, please leave us a five star review, it really helps others find us. And remember to follow us on LinkedIn. Credits: Written by Sami Entwisle Edited by Steve Folland Produced by Emily Burrows and Sami Entwisle (Plaster) Download The Visitor Attractions Website Survey Report - https://www.merac.co.uk/download-the-visitor-attractions-survey We have launched our brand-new playbook: ‘The Retail Ready Guide to Going Beyond the Gift Shop' — your go-to resource for building a successful e-commerce strategy that connects with your audience and drives sustainable growth. Download your FREE copy here
Most companies treat CBAM as a cost to absorb. The smarter ones treat it as a pricing decision - and turn it into a competitive advantage. But there's no single right answer. Your move depends on two things: your carbon-cost position versus competitors, and your customers' willingness to pay. In this episode, Pieter Deré, Helena Caluwé and Romain Matriche break it down across three questions: ✅ WHICH strategy? The 4 pricing responses to CBAM - selective pass-through, low-carbon premium, margin pressure, and price-led share gain. ✅ HOW to execute it? The Assess → Strategize → Execute playbook: segment your customers, model the margin impact, and equip your sales teams. ✅ HOW to stay defensible? Why your customer narrative, your pricing, and your tax & sustainability disclosures must all tell the same story - before the authorities cross-check them. Have a look at all our previous episodes and stay up to date on www.pwc.be/tax-bites
Send us Fan MailPricing AI is the hardest pricing problem in software right now, and most SaaS leaders are getting it wrong on the first try. In this episode of Navigating the Customer Experience, host Yanique Grant sits down with Dan Balcauski, founder of Product Tranquility, to unpack why the first AI price a company sets is always wrong, how to set usage caps when you have no historical data, and what smart B2B SaaS leaders do differently to turn pricing from a liability into a strategic advantage.Dan has spent more than 20 years in software, starting as an engineer before moving into product management and discovering that how a company captures value matters far more than how it builds the product. Today he advises B2B SaaS CEOs on the AI pricing and packaging decisions that keep them up at night, and in this conversation he shares the frameworks, the mistakes to avoid, and the practical playbook he uses with real companies.WHAT YOU WILL LEARN IN THIS EPISODEWhy the first AI price is always wrong, and why that has nothing to do with how smart your team or your consultants are. Dan explains the fundamental economic shift underway in software, where both sides of the pricing equation are moving at once. On the cost side, he points to a benchmark showing the cost per task for a top model dropping by roughly 390 times in a single year, a change no normal business ever absorbs in its cost of goods sold. On the value side, models keep getting more capable, handling this month what they could not handle last month. His research shows that every application layer software company he studied that released AI capabilities revised its pricing and packaging within 18 months. The lesson is not to price perfectly on day one. It is to build for change.How to set usage caps and pricing tiers with zero historical data. Dan frames the real problem plainly. You know what a token costs, but you have no idea what customers will actually do with a new AI feature. Products are full of features that barely got adopted, and AI features do not get to skip that step of the innovation cycle. On top of that, a small group of power users, often around 5 to 10 percent, can drive the overwhelming majority of usage and cost. That makes the tempting shortcuts unreliable. Using dashboard views as a proxy breaks down because good AI gets used far more than the dashboards it replaces, and a beta group rarely matches the usage profile of the full market.The early access playbook that sits between beta and general availability. Dan recommends a stage where companies announce their limits, put a price on the feature, and communicate it clearly, but do not enforce or meter it yet for a defined window that can run anywhere from six weeks to 18 months. This eases customer anxiety about surprise bills, encourages real adoption, and lets the company gather genuine usage patterns instead of guessing from proxies that break down.Why you should separate ordinary plan limits from fair use limits. Even when you are not metering usage, Dan explains, you can reserve the right to throttle or downgrade the rare customer using a capability a hundred or a thousand times more than the average, much like companies already do with API request limits. Those levers let teams keep experimenting during early access without the finance team panicking when the bill arrives.Why communication is where pricing changes succeed or fail. As Dan puts it, most pricing blowups come not from the change itself but from the fact that it was communicated poorly or not at all. Agility beats certainty, and reviewing pricing on a quarterly cadence beats the old annual or five year rhythm.This episode is essential listening for SaaS founders, product leaders, pricing strategists, and customer experience professionals who want to understand how AI is reshaping the economics of software and what to do about it before the market forces the decision for them.ABOUT DAN BALCAUSKIDan Balcauski is the founder of Product Tranquility, where he helps B2B SaaS CEOs turn pricing from a confusing liability into a strategic advantage. With more than 20 years in software, Dan began his career as an engineer before moving into product management and discovering that how companies capture value matters far more than how they build it. His work now centers on one of the most pressing questions in software today: how to price AI. Before founding Product Tranquility, Dan was a principal product strategist at SolarWinds and head of product at LawnStarter. He holds a BSc in computer engineering from Iowa State University and an MBA from the Kellogg School of Management at Northwestern, where he also helps teach executive education courses on product strategy. He is the host of the SaaS Scaling Secrets podcast.QUESTIONS YANIQUE ASKEDCould you share a little about your journey and how you got from where you were to where you are today? You have said the first AI price is always wrong. Why is that, and what should a SaaS company do differently knowing they are going to get it wrong the first time? So many companies are trying to set usage caps and pricing tiers for AI with zero historical data. How would you advise a CEO to make that decision when they are essentially flying blind? What is the one online resource, tool, website, or application that you absolutely cannot live without in your business? Can you share one or two books that have had a positive impact on you, professionally or personally? What is one thing going on in your life right now that you are really excited about? Do you have a quote or saying that keeps you on track during times of adversity? Where can listeners find and connect with you online?KEY TAKEAWAYSThe first AI price is always wrong, and that is not a failure of intelligence. It reflects a fundamental economic shift where both cost and value are moving fast. Every application layer company Dan studied revised its AI pricing and packaging within 18 months. Plan for revision, not perfection. Agility beats certainty. Review pricing on a quarterly cadence rather than annually or every five years. Communication is where pricing changes succeed or fail. Most blowups come from poor communication, not the change itself. Usage proxies break down. Dashboard views and beta groups rarely predict how customers will actually use an AI feature. A small group of power users can drive the majority of usage and cost, so average user assumptions are dangerous. Early access is the smart middle stage. Announce and price the limits, communicate them, but do not meter yet while you gather real data. Separate plan limits from fair use limits. Reserve the right to throttle extreme usage even when you are not metering everyone. Do not borrow problems from the future. Anxiety about what has not happened yet only adds problems to the present. AI is making custom, personal business software economically viable for the first time, opening the door to tools built exactly the way you work.CHAPTERS 00:00 Introduction and Guest Bio 01:51 Dan's Journey: From Engineer to Pricing Strategist 04:03 Learning That Pricing Is Different in Every Industry 04:49 Why the First AI Price Is Always Wrong 05:36 The 390x Cost Shift and the Moving Value Equation 06:49 Agility, Faster Pricing Reviews, and Communication 09:28 Setting Usage Caps With No Historical Data 11:32 Why Dashboard Proxies and Beta Groups Break Down 12:59 The Early Access Playbook Between Beta and GA 13:20 Plan Limits vs. Fair Use Limits 17:04 The One Tool Dan Cannot Live Without: Claude Code 17:38 Book Recommendation: Monetizing Innovation 18:31 Building Custom Business Software With AI 19:55 How to Connect With Dan Online 20:27 Dan's Guiding Quote: Don't Borrow Problems From the FutureFEATURED RESOURCESBook mentioned: Monetizing Innovation by Madhavan Ramanujam and Georg TackeTool mentioned: Claude Code, Dan's work surface and the engine behind his custom business softwareCONNECT WITH DANLinkedIn: Search Dan Balcauski on LinkedIn, and mention that you heard him on the podcast so he can separate you from the spamWebsite: producttranquility.comPodcast: SaaS Scaling Secrets, wherever podcasts are foundDAN'S GUIDING QUOTE"Don't borrow problems from the future." Dan BalcauskiDan explains that most of our anxiety is about things that have not happened yet. Worrying about a future scenario pulls that problem into the present before it ever arrives, giving you more to carry now for no reason. Like debt, it is borrowing against your future self. His practice is to stay focused on what is real and in front of him, which keeps him grounded when challenges or uncertainty threaten to pull him off track.ABOUT N
How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Most business owners set their prices based on what competitors charge, what feels right, or what they think customers will pay. None of those approaches have anything to do with the value your business actually delivers or what your business needs to be financially healthy.In this episode Steve breaks down how pricing actually works, the three most common pricing mistakes he sees, and why getting it right changes everything downstream from margin to cash flow to how fast your business can grow.If you have ever discounted work just to win it, this one is going to sting a little._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com
Caroline White has been a professional photographer for 21 years — starting as an actress shooting headshots on the side before a burglary wiped out her equipment and pushed her into photography full-time. Since 2011 she's averaged six figures a year shooting personal branding for women entrepreneurs and coaches, and more recently has pivoted into a passion project: underwater portrait photography.In this episode, Caroline and Nikki dig into pricing high-touch branding packages (from $2,500 simple sessions to a $20,000 two-and-a-half-day shoot), the "asshole insurance" strategy that protects her boundaries while letting her overdeliver for great clients, how AI is affecting (and not affecting) the personal branding photo market, and her transition from packages to in-person sales for underwater work — including handmade, rhinestone-embellished prints. Caroline also opens up about the near-drowning experiences that shaped her fearlessness in the water and her ability to help nervous clients feel safe underwater.Topics covered:Building a 6-figure business without weddings or paid adsHow marketing lag works — and what happens when you stopAdd-ons that increase average sale (rush orders, retouching tiers, split-day shoots)"Asshole insurance": overdelivering for good clients, holding boundaries with difficult onesAI's real impact on personal branding photographyUnderwater photography: gear, safety, and working with non-swimmersTransitioning from packages to in-person sales (IPS)Handmade art pieces: painting on prints, Swarovski crystals, double exposuresIf you're building a photography business, want to grow your portrait photography income, or are curious about how to make money from photography online, this conversation is packed with actionable advice.
In this episode, we discuss the effects of Claude's pricing strategy on the Indian tech landscape. Learn how this can shape future AI developments.Chapters00:00 Anthropic's Pricing in India00:58 Apple's Lawsuit Against OpenAI03:02 AI Startups Raising Capital08:18 Meta's Data Center Expansion12:59 Sam Altman vs. Elon Musk Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode, we reveal Claude's pricing strategy focused on the Indian market. Learn about its implications for engagement and usage.Chapters00:00 Anthropic's Pricing in India00:58 Apple's Lawsuit Against OpenAI03:02 AI Startups Raising Capital08:18 Meta's Data Center Expansion12:59 Sam Altman vs. Elon Musk Show LinksGet the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Ian Selbie is a globally recognized sales expert, author, speaker, and podcast host with more than 25 years of experience helping organizations improve sales performance and sustainable growth.He has trained and coached more than 17,000 sales professionals worldwide and previously worked at Apple, where he was named the company's Top Salesperson in the World in 1990.Ian is the author of If You Were Arrested for Selling, Would There Be Enough Evidence to Convict You? and the host of Confessions of a Sales Pro.SHOW SUMMARYIn this episode of Selling from the Heart, Larry Levine and Darrell Amy welcome Ian Selbie to discuss selling with curiosity, compassion, and strong fundamentals.Ian shares his framework: “Call high, find the pain, bring the gain, and do it again and again.” He explains why salespeople should begin with decision-makers, uncover real business challenges before presenting solutions, and avoid sending proposals to unqualified opportunities.The conversation also explores several of Ian's “Seven Deadly Sins in Selling,” including calling too low, proposing too early, and expecting CRM technology to fix a broken sales process.KEY TAKEAWAYSSelling from the heart begins with genuine curiosity, compassion, and a commitment to helping customers succeed.Start every opportunity at the highest level possible—decision-makers can say yes, while influencers often cannot."Call high, find the pain, bring the gain" provides a simple framework for creating meaningful customer conversations.Never present a proposal before you've fully qualified the opportunity and uncovered the customer's true business challenges.Technology doesn't fix poor sales fundamentals—a CRM only amplifies the quality of your existing sales process.The strongest path into executive leadership is through earned referrals built on trust and consistent value.HIGHLIGHT QUOTESCall high, find the pain, bring the gain, then do it again and again.Influencers can say no. Decision-makers can say yes.If your sales team were arrested for selling, would there be enough evidence to convict them?A CRM doesn't fix broken sales processes—it magnifies them.Value grows when you increase the benefit, not when you decrease the price.ADDITIONAL RESOURCESExplore the secrets of heart-centered leadership and thriving workplace cultures with Culture from the Heart Podcast! Nominate a visionary CEO at www.culturefromtheheart.com!Listen to Larry Levine's Bestselling Book: Selling in a Post-Trust World! Now available on Audible! Transform your sales approach with insights that matter. Subscribe to The Selling from the Heart Podcast Youtube Channel! Stay updated with the latest episodes and leadership tips: Selling from the Heart YouTubeGet Your Daily Dose of Inspiration:Click Here for Your Daily Dose
This episode tackles the growing pains of AI-assisted development, from the struggle of reviewing thousands of lines of agent-generated code to the mounting technical debt when teams merge PRs without meaningful human review. Scott and Wes also dig into local models, whether jujutsu really beats git, how freelancers should price work in the AI era, and getting your team on board with external libraries. Show Notes 00:00 Welcome to Syntax! 00:45 Understanding AI-Generated Code 06:24 The Challenges of Code Review in AI Development 11:21 What the heck are local models? CJ's Guide to Local AI 16:09 Exploring New Tools: Jujutsu and Beyond 20:35 Exploring Version Control Innovations 22:18 Pricing Strategies in the Age of AI 24:52 webkit-box-reflect not in the browsers. 27:44 The Angular vs. React Debate 31:46 Sick Picks & Shameless Plugs. Sick Picks Scott: Huggingface Reachy Mini Robot Wes: Bose QC35 Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads
Dynamic pricing can be one of the most powerful tools available to visitor attractions but only when it's used well. Andy Povey is joined by pricing expert Adriaan Van Der Hek to discuss the practical realities of dynamic pricing, how it benefits both attractions and visitors, and why getting your pricing strategy right can drive higher revenue, better attendance and happier guests. Topics Discussed What dynamic pricing really means for visitor attractions The evolution of dynamic pricing over the past two decades Balancing revenue optimisation with guest satisfaction Using demand forecasting to influence ticket pricing Common misconceptions about dynamic pricing How attractions can introduce dynamic pricing successfully The role of technology and online booking platforms Managing peak and off-peak demand Pricing strategies for different attraction types Using data to make smarter commercial decisions Encouraging advance bookings through pricing Practical advice for attractions considering dynamic pricing Show references: Adriaan van der Hek - COO of HomeBuddy - AI, SaaS, Data, Tech, Advertising, Dynamic Pricing, Operations, E-Commerce, Lead Generation https://contractor.homebuddy.com/ https://www.linkedin.com/company/homebuddycom/ https://www.linkedin.com/in/ajvdhek/ Skip the Queue is brought to you by Merac. We provide attractions with the tools and expertise to create world-class digital interactions. Very simply, we're here to rehumanise commerce. If you like what you hear, you can subscribe on Apple Podcasts, Spotify, and all the usual channels by searching Skip the Queue or visit our website SkiptheQueue.fm. If you've enjoyed this podcast, please leave us a five star review, it really helps others find us. And remember to follow us on LinkedIn. Credits: Written by Sami Entwisle Edited by Steve Folland Produced by Emily Burrows and Sami Entwisle (Plaster) Download The Visitor Attractions Website Survey Report - https://www.merac.co.uk/download-the-visitor-attractions-survey We have launched our brand-new playbook: ‘The Retail Ready Guide to Going Beyond the Gift Shop' — your go-to resource for building a successful e-commerce strategy that connects with your audience and drives sustainable growth. Download your FREE copy here
There's a strawberry out there that costs a hundred dollars. One strawberry. And it's not infused with gold — it's almost the same fruit you can buy for four bucks at the grocery store. So why does anyone pay 25x for it? Belief. That's it. That's the whole secret. In this episode, Tanya breaks down why pricing isn't a math problem - it's belief, made visible. You'll learn the three silent leaks that make even skilled, experienced entrepreneurs undercharge (yes, even you), why "charge your worth" is terrible advice if you don't know what worth actually means, and the four-question Strawberry Test that tells you in seconds whether your pricing confusion is actually a clarity problem in disguise. If you've ever quietly wondered whether you're leaving money on the table, this episode will show you exactly where the crack is. In this episode: The real reason smart business owners undercharge (it's not what you think) The "it comes easy to me" trap that silently devalues your best work How to build pricing confidence through evidence, not waiting The Strawberry Test: 4 questions to bulletproof your pricing clarity Ready to find your golden strawberry?
Most leaders in professional services are making decisions every day that come back to the finance – but no one ever actually taught them the numbers. In this episode, we're pulling back the curtain on the financial foundations that every leader needs to get a handle on, whether you're running a team, managing projects, or sitting in the hot seat at the top.Rich Brett is a FinOps consultant with 15 years in finance, working with professional services businesses to close the gap between finance and operations – and answer that nagging question: why is everyone busy, but we're not making any money?This episode is pulled directly from The Missing Finance Course – a free FinOps course Rich and Harv built to level up everyone from founders to individual contributors at agencies and consultancies. Here's what they get into:• Why cashflow forecasting isn't an advanced topic – it's a survival skill• What the P&L is really for, and why most senior leaders struggle to explain it to their own teams• How a knowledge gap becomes a credibility gap – and why that erodes trust across the whole business• Why so many businesses are pricing based on what they think something costs – not what it actually costs• Why comparing your rates to competitors is a trap, and what to do insteadIf you've ever sat in a finance presentation and felt a bit lost, or if you've been winging parts of your pricing strategy, this one's for you.The Missing Finance Course is free, self-paced, and built for three audiences: leadership, delivery teams, and individual contributors. Head to https://learn.scoro.com to get started.Additional Resources:
Following hardware price hikes across Xbox and Valve's new Steam Machine, Sony Interactive executives have hinted that their upcoming console may depart from the industry's traditional "loss leader" strategy. In a recent Q&A, the company stated it does not intend to sell hardware at "significant losses," while also dropping major hints that its next system could feature portable capabilities similar to the Nintendo Switch. Meanwhile, we look at the legendary indie title The Binding of Isaac: Rebirth, which just set a new record for concurrent users on Steam following a massive 90% discount in the platform's Summer Sale, marking a historic win for a critical darling that has famously been snubbed by major awards for over a decade. In-Episode Links & Resources: Main Podcast Page: https://radio.foxnews.com/podcast/fox-on-games/ Best Place to Start: New to our console pricing and industry trend coverage? Get caught up on our previous analysis of the hardware landscape here: https://open.spotify.com/episode/1HQHePoKPLDyZ2xRO6K7Kz Learn more about your ad choices. Visit podcastchoices.com/adchoices
LAST CALL
See what the team at The Successful Bookkeeper has on right now → Teresa Gregory has spent her career helping leaders find the hidden patterns that quietly shape every decision they make. In this conversation with host Michael Palmer, she turns that lens directly on bookkeeping professionals — the people who sit in a unique seat of trust with their clients every single day. Whether you manage a team, serve a full client roster, or are building your firm on your own, the mindset habits Teresa shares here apply immediately. Chapters [00:00] Introduction and Teresa's Background [03:13] Hidden Bias and First Impressions [07:00] Bias as a Biological Response [11:00] Working With Difficult Clients [14:30] The PAUSE Method Explained [19:00] Active Listening vs. Reloading [23:00] Strategic Client Check-Ins [27:00] Why Every Bookkeeper Needs a Coach [31:30] Positioning Yourself as an ROI Expert [35:30] Teresa's Resources and Wrap-Up Hidden Bias Is Running in the Background Every interaction you walk into carries invisible baggage. Teresa calls it the fight-or-flight response — a biological pattern your brain uses to assess safety and make quick judgments. The problem isn't that it exists; the problem is when you let a past experience cloud what's happening right now. "I'm reinforcing every time I have this engagement with them without identifying it and without saying, 'hey, this is what's going on,'" she explains. The first step is simply naming the bias before you walk into a meeting, a call, or a difficult conversation. The PAUSE Method for Breaking the Pattern Teresa teaches a five-step framework — Pause, Awareness, Unwind, Strategic, Effectiveness — that gives leaders a repeatable way to interrupt bias before it takes over. Pause and name what you're carrying. Build awareness of when it tends to show up. Unwind the reinforced pattern. Be strategic about what you'll do differently. Then evaluate honestly: did it work? "You have to identify it and say, 'this is what's causing me to do this,' and then look at how do I overcome it?" The method works whether you're prepping for a tense client review or walking into a room full of people you're slightly in awe of. Active Listening vs. Reloading Most people think they're listening. Teresa says they're reloading — nodding, making eye contact, and waiting for their turn to talk. Active listening looks different: you take in what the client actually said, reframe it back in your own words, and confirm you got it right. "What I heard you saying is…" followed by "Did I get that right?" This one shift builds more trust than almost anything else you can do. For bookkeepers — who already have deep, consistent access to business owners — it's a fast path to becoming a true strategic partner rather than a transactional vendor. Know What Your Client Actually Cares About Teresa is direct: you should have a running list of each client's core values and priorities. "If I cannot say to Michael, your number one important thing is ROI or bottom line or taxes, I need to be able to identify that. You should have a running list of what are the things that are important to that client so you can speak to those — and then any solution that you're proposing or any conversation you're having ties right back to it." Schedule intentional check-ins — monthly if possible, quarterly at minimum — to ask what has changed. Businesses change. Lives change. If you're not asking, you're missing it. Reposition Yourself as an ROI Expert One of the most practical moments in this episode is Teresa's challenge to bookkeepers to rethink how they introduce themselves. "If you were to tell me, 'I offer business owners a strategic advantage because I help them understand ROI' — now I'm like, whoa, I need that." Her own sister, a bookkeeper, spent six months practicing a new way of describing her work at local chamber events. The result: new clients in industries she'd never considered. You track every dollar that moves through a business. That is, by definition, the work of an ROI expert. Lead with that. Links mentioned Squared Success website: squaredsuccess.com Teresa Gregory on LinkedIn: search "Teresa L. Gregory" PureBookkeeping: purebookkeeping.com The Successful Bookkeeper: thesuccessfulbookkeeper.com About the guest Teresa Gregory is the founder of Squared Success, a leadership strategy and coaching firm. She began her career in training and development inside corporate organizations — including supporting the finance team at Microsoft — before transitioning into executive coaching for business owners. Her work focuses on helping leaders uncover hidden mindset barriers, break bias patterns, and build the intentional habits that drive real results. Teresa is also a speaker and, notably, coaches her own bookkeeper sister to help her grow her firm. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
One of my favorite takeaways from this conversation with Claire Wang is that fundraising and pricing have more in common than you might think. At their core, both are about understanding people their values, motivations, and the stories they tell themselves about who they are.Claire shares how great pricing isn't just about numbers; it's about listening deeply, understanding what someone truly values, and creating an experience that feels meaningful. We also explore how these same principles apply to major gifts, donor relationships, and building trust over time.If you've ever wondered how to better understand your donors, ask for larger gifts with confidence, or create a more thoughtful donor experience, this episode is full of insights you'll want to take with you.Important Links:Connect with Claire: https://www.claire-wang.com/My Big Ask Gifts Program: https://go.rheawong.com/big-ask-gifts-programMy Book, Get That Money Honey: https://go.rheawong.com/get-that-money-honeyMy Newsletter: https://www.rheawong.com/
So many business owners are pouring their energy into creating more content, improving their visibility, tweaking their messaging, and chasing reach. Meanwhile, they've got discovery calls they never followed up on, warm leads sitting in their inbox, referral partners they haven't spoken to in months, and past clients who would happily buy again if they were simply invited. This episode is about shifting your focus from constantly attracting new people to making better use of the opportunities already sitting in front of you. I walk you through what sales maxxing actually means in practice. No sleazy tactics. No awkward scripts. No pressure. Just becoming more proactive about conversations, relationships, follow-up, objections, referrals, and helping people move from interest to commitment. Because sales isn't about convincing people to buy. It's about making it easier for the right people to say yes. You'll also leave with a simple challenge designed to help you uncover sales opportunities you may have been overlooking. If you've been feeling frustrated that your visibility efforts aren't translating into enquiries or revenue, this episode might just help you spot where the real opportunities for growth are hiding. What You'll Learn in This Episode What “sales maxxing” means Why more content isn't always the answer to revenue growth The difference between marketing activity and sales activity Signs you may be overlooking warm opportunities Where to find hidden sales opportunities in your business A simple exercise to help you generate more conversations and enquiries "Sales maxing is simply looking for every possible opportunity to make it easier for people to buy from you." If this episode has made you realise you've been marketing maxxing instead of sales maxxing, I've got something exciting for you. Parade On Tour is my new 90-day sales club designed to help service providers build a consistent sales habit, have more conversations, and make their businesses easier to buy from. Join the guest list now for early access and special pricing before doors open. Step into my festival world...
Most wholesalers miss the profit potential hiding in wholetail real estate, but one entrepreneur cracked the code by closing 45 deals before turning 24. David sits down with Ben Busha, a real estate wholesaler who has scaled to over 60 deals annually, to break down his proven strategies on this episode. They explore the B2B agent model versus traditional wholesaling, the specific profit breakdown per deal, why balance sheet thinking matters, how to tier agents using MLS data, building offshore teams efficiently, and the critical differences between direct-to-seller and agent-focused approaches. KEY TALKING POINTS: 0:00 - Intro 0:29 - The B2B Agent Model 2:03 - Wholesale vs Wholetail and Profit Per Deal 5:16 - Why It's a Balance Sheet Business 6:05 - From Corporate Job to His First Deal at 18 8:26 - How He Calls Agents (Why Text Blasting No Longer Works) 10:08 - Tiering Agents and Disposing Deals 13:56 - Pricing Strategy and Advice for New Wholesalers 17:04 - Why B2B Beats Direct-to-Seller 18:19 - Building the Team 19:41 - Competing With Franchises 20:46 - Mentorship, Plasma Donations, and Biggest Losses 23:19 - Operations: Contractors, Offshore Team, Construction Costs 28:42 - A Deal That Taught Him Motivation 30:49 - Scaling to 60+ Deals and Agent Data Tools 33:06 - Outro LINKS: Instagram: Ben Busha https://www.instagram.com/benbusha/ Website: Neway REI https://www.newayrei.com/ Instagram: David Lecko https://www.instagram.com/dlecko Website: DealMachine https://www.dealmachine.com/pod Instagram: Ryan Haywood https://www.instagram.com/heritage_home_investments Website: Heritage Home Investments https://www.heritagehomeinvestments.com/
Noah and John sit down with Nadia Bartolucci of Douglas Elliman — leader of the #1 sales team in Brooklyn, a top 10 Elliman team nationwide, and a Wall Street Journal Top 250 team with nearly $1B in sales. This one is all about Brooklyn: luxury, inventory, bidding wars, boutique new development, and why the borough has officially become a destination in its own right. Nadia breaks down why Brooklyn luxury now parallels Manhattan, why renters are getting pushed into serious buyer mode, and why tight inventory is making the right listings move fast — often at or above ask. She also gets into how she prices resale vs. new development, what concessions buyers can still ask for, why agent relationships matter in bidding wars, and how she built a small-but-mighty team that developers trust. Topics in this episode: • Brooklyn luxury as a destination, not an alternative • Rental bidding wars and renter fatigue • Why buyers are desperate to plant roots in Brooklyn • Boutique new development vs. large amenity buildings • Transfer taxes, sponsor fees, and concessions • Brooklyn's tight supply-demand gap • Pricing resale vs. sponsor/new development product • Buyer strategy in competitive Brooklyn bidding wars • Why listing-agent intel can make or break a deal • Building relationships across the brokerage community • Breaking into boutique new development • Advising developers on floor plans, staging, pricing, and design • Running a small, accountable, high-performing team • Nadia's advice: say yes, work hard, and believe Nadia Bartolucci at Douglas Elliman: https://www.elliman.com/agent/nadia-bartolucci/1029593 The Bartolucci Team: https://www.elliman.com/team/the-bartolucci-team/226533 Nadia's Socials: LinkedIn: https://www.linkedin.com/in/nadia-bartolucci-237170a2/ Instagram: https://www.instagram.com/nmbarto Stay Connected: Noah's LinkedIn: https://www.linkedin.com/in/noah-rosenblatt-b9b17815 John's LinkedIn: https://www.linkedin.com/in/john-walkup2/ Website: https://www.urbandigs.com Instagram: https://www.instagram.com/urbandigs_nyc X: https://x.com/UrbanDigs Email: hello@urbandigs.com Key Timestamps: 0:00 – Introduction 0:47 – Brooklyn Luxury Is No Longer an Alternative 1:25 – Rental Bidding Wars in Prime Brooklyn 2:10 – Rental Fatigue & the Push Toward Buying 3:35 – Brooklyn Quality of Life, Green Space & Restaurant Energy 4:45 – Large New Development vs. Boutique Brooklyn Product 6:15 – Concessions in a Tight Inventory Market 8:00 – Brooklyn's New Development Pipeline 9:15 – Pricing Strategy for Resale Sellers 11:00 – Pricing New Development Against Developer Underwriting 12:00 – Brooklyn Buyer Strategy in Bidding Wars 12:45 – Calling the Listing Agent for Seller Intel 14:15 – Why Agent Relationships Matter 15:15 – Breaking Into Boutique New Development 17:15 – Why Honesty Wins With Developers 18:45 – Running a Small but Mighty Team 22:15 – Advice: “Never Say No” and Bet on Yourself 24:15 – Why Brooklyn's Mix Is Hard to Replicate With over $900M in listings priced, top NYC agents rely on UrbanDigs Advisor for independent pricing intelligence. Ask for a free demo: UrbanDigs.co Try UrbanDigs FREE — live market data, charts, and insights designed to get you from pitch to close: urbandigs.com Macro Monday — LIVE every Monday at 11AM on YouTube. Subscribe: @UrbanDigsNYC Past episodes: talkingmanhattan.com #brooklynrealestate #nycrealestate #brooklynluxury #douglaselliman #nadiabartolucci #talkingmanhattan #urbandigs #brooklynmarket #newdevelopment #biddingwars #rentalmarket #nycinventory
I talk about why sales calls became such a big thing in the first place and why, despite all the AI tools, automations, funnels, and clever systems available to us, there is still something incredibly powerful about a real conversation. I also share some alternatives if you're looking to reduce the number of calls you're doing. From enquiry forms and voice notes to automated email sequences and AI-assisted sales journeys, there are plenty of ways to create a smoother sales experience. But I also explain why I believe newer business owners should be cautious about skipping discovery calls too soon. Some of your most valuable sales lessons come from hearing people describe their problems in their own words. Ultimately, this isn't really an episode about discovery calls. It's a conversation about connection, about understanding how your buyers make decisions and creating a sales process that works for both of you. What You'll Learn in This Episode Why discovery calls became such a core part of online business The benefits of sales conversations in an increasingly automated world Alternative ways to sell without relying on calls Why discovery calls can be especially valuable early in business When it might make sense to automate parts of your sales process How to decide whether discovery calls fit your audience and offers "Calls are also connection. They're a space that no robot, email, or DM can replace." If discovery calls make you feel like you're waffling, wobbling, or winging it, I've created something to help. Grab a free copy of Let's Disco, my brand-new training designed to help you run discovery calls with more confidence and ease. Step into my festival world...
Join Us For Our Next FREE 1 Deal A Week 3 Day Challenge, Go To: https://LeadDeck.ai/fastThree Ways to Get Sellers to Agree to Your Strategic Pricing Approach: The agreement language, the MLS proof, and the one reminder that reframes the entire conversation about list price and what it actually controls.
Your next dollar is not hiding in a new ad campaign. It is hiding inside the business you already built. In this episode, Jimmy Nicholas and Dr. Dustin Burleson pick up where Episode 65 left off. Once you have decided what stays in your business based on principle, the next question is how to make what stays more efficient. The answer: 15 to 30 percent of additional revenue is usually already there, with no new customer required. They walk through five profit levers you can pull this month. LEVER 1 — Database Reactivation Rekindling a relationship costs a fraction of buying a new one. A short, personal "are you still interested" message can restart conversations that ad spend cannot touch. Dustin shares why customers reactivate as far out as 24 months, a pattern visible in public filings from a large direct-to-consumer brand, and why "they are not coming back" is almost always an excuse. The deeper point: reactivated buyers often want to buy differently, so listen to what they are actually asking for. LEVER 2 — Missed Calls and Speed to Lead Almost no one leaves a voicemail anymore, so a missed call is usually a lost sale. The hosts cover AI receptionists, instant text-back, and after-hours coverage, with client examples discussed in the episode including a multi-location group that recovered tens of thousands in a single month from previously ignored missed calls. The principle stays simple: answer the phone, and answer it like a human whenever you can. LEVER 3 — No-Shows and Schedule Gaps You often do not have a lead problem. You have a scheduling problem. Dustin explains how opening hours competitors do not offer, and staggering the team, turned slow days into the busiest ones. Jimmy contrasts that with a real customer experience of a gate coming down at lunch, and how availability alone can win the business. LEVER 4 — Pricing and Case Acceptance Competing on price alone is fragile. Offering good, better, and best tiers reveals price elasticity you did not know you had. The hosts also cover how AI can audit billing and coding to surface revenue that was being left on the table. LEVER 5 — Referral Systems People do not refer good-enough service. Give them an experience worth talking about, and know exactly who your referral sources are. The episode covers why most referrals go untracked, and what changes the moment you start tracking them. The throughline: AI now does in minutes what used to take data scientists and months. The operators who win ask a better question of the customers they already have. Pick one lever. Whichever one makes you lose a little sleep is probably the one to start with. RESOURCES Get the tools referenced in this episode at MomentumInsiders.com: the Hidden Profit Finder and the 5-Word Text Template. Complimentary. Log in and they are waiting for you. COMING NEXT EP 67: Your Team Is the Bottleneck. Why headcount is not the same as capacity, and the one number that tells you which one you actually have. First Friday of next month. ABOUT THE SHOW The Wealthy Momentum Podcast is a monthly first-Friday show where Jimmy Nicholas and Dr. Dustin Burleson go deep on one topic per episode for practice owners and service business operators, with tactical patterns you can implement before the next episode drops. New episodes the first Friday of every month. To your momentum, Jimmy and Dustin. Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.comSubscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQLearn more: WealthyEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Takeaways We've had price movement down, which is great for roasters. Caution is warranted in the current market. We have very smart people here at Covoya. It's very frustrating for everyone involved with tariffs. Coffee will be exempt from new tariffs...for now. Hope is not a strategy for pricing decisions. Look at the market through your operating budget. Start looking at the market through the lens of your business. Part of The Covoya Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!
People can be interested without being ready to buy, they can agree to a proof of concept without having a clear path to production, they can praise the product without becoming the kind of customer who helps the company grow. That distinction was at the center of Collin Stewart's conversation with Ankur Patel, founder and CEO of Multimodal, on the Predictable Revenue Podcast. Multimodal builds AI for document-heavy, decision-heavy workflows in financial services, and Ankur's story is useful because it shows how easy it is to mistake activity for traction. Highlights include: Identifying the Niche (02:01), Customer Development and Validation (04:36), Pricing Strategy and First Customer (10:23), Evolving Market Strategies (17:46), Recognizing Product-Market Fit (22:50), and more... Stay updated with our podcast and the latest insights on Outbound Sales and Go-to-Market Strategies!
We start with offers, because they sit at the root of everything. Your offers are what people actually buy from you. They're the transformation, the experience, the delivery, the positioning, and the pricing. When offers aren't clear, marketing feels exhausting, sales feel awkward, and clients struggle to understand what to buy or where to go next. Next, we look at marketing. Marketing's job is to create attention, curiosity, trust, and desire. It gets people interested in what you do, but it doesn't make them move. In true Dreamland style, I share a festival metaphor that makes it easy to understand: your offers are the places people go, while marketing is the hype telling them why they should care in the first place. Finally, we dive into sales, the part that helps people make decisions and commit. If offers are the destination and marketing is the buzz around it, sales is the conversation that helps someone decide whether it's the right fit for them. By the end of this episode, you'll have a much clearer understanding of which part of your business needs attention and how to stop applying the wrong solution to the wrong problem. What You'll Learn in This Episode The difference between offers, marketing, and sales Why so many business owners misdiagnose their challenges What offers are really responsible for inside your business The true purpose of marketing (and what it can't do) Why sales is about movement, commitment, and decision-making How to identify whether you have an offer, marketing, or sales problem "Offers are the foundations, marketing is the broadcast, and sales is the conversation." Step into my festival world...
This episode explores the complexities of influencer pricing, negotiation strategies, transparency, and the role of agencies in managing influencer relationships. Danielle Wiley and Casey Benedict share insights from their experience, discussing how to navigate costs, transparency, and trust in influencer marketing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Most dentists haven't touched their fee schedule in years. In this episode, Craig and Peter break down why a simple 10% fee increase doesn't just add 10% to your bottom line, it can boost profit by 25-33%. They cover the real math behind fee increases, why the fear of losing patients is almost always worse than the reality, and the exact steps to implement a smart, consistent fee strategy in your practice. They break down why many dentists quietly sabotage their own profitability by keeping fees artificially low while inflation, payroll, supplies, and lease costs continue climbing in the background. The result? Practices work harder every year just to maintain the same margins. Peter and Craig also unpack the psychology behind pricing, scarcity, and patient perception, and why dentists massively overestimate the risk of losing patients after a fee increase. They explain why small pricing adjustments create exponential impact on profitability, how overhead changes the math entirely, and why many practice owners are unknowingly building businesses with shrinking margins despite growing production. Lastly, the conversation explores why successful businesses across every industry normalize annual price increases while dentists often treat pricing emotionally instead of strategically. They share practical ways to implement fee increases smoothly, communicate value more effectively, and build a healthier business without adding more stress, hours, or clinical workload. If you're producing more every year but keeping less of what you make, this episode is for you. DESCRIPTION The Bulletproof Dental Podcast Episode: 439 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak In this episode, Peter Boulden and Craig Spodak discuss one of the most overlooked growth levers in dentistry: strategic fee increases. They break down why regular fee reviews are essential for long-term profitability, how inflation silently erodes margins, and why many dentists avoid raising fees out of fear rather than data. From pricing psychology and patient retention to overhead management and operational efficiency, this conversation offers a practical framework for increasing revenue and profitability without sacrificing patient trust or adding more production pressure. TAKEAWAYS Many dentists undercharge while operating costs continue rising Inflation quietly erodes practice profitability every year Small fee increases can create massive profit improvements Dentists often overestimate the risk of patient pushback Scarcity and pricing psychology influence patient perception Higher production does not automatically mean higher profitability Overhead determines how much production actually matters Strategic pricing is more powerful than simply working harder Successful industries normalize annual increases without emotional attachment Fee reviews should become a regular operational process Practices with healthier margins create more freedom and optionality Sustainable growth comes from smarter systems, not endless production CHAPTERS 00:00 The Importance of Fee Increases 02:48 Understanding Business Psychology in Dentistry 05:49 The Need for Scarcity and Pricing Strategy 08:49 Calculating Profit Increases from Fee Adjustments 11:36 The Impact of Overhead on Profitability 14:21 Action Steps for Implementing Fee Increases 17:20 The Psychology of Patient Retention 20:19 Learning from Other Industries 23:11 Preparing for the Future of Dentistry REFERENCES Bulletproof Summit The Patient Experience: The Ultimate Metric For Success
Welcoming back Rachel White today to chat all about her new self-published book!Are you an energy worker, psychic, tarot reader, astrologer, herbalist, candle maker, content creator, animal communicator or other Woo-based practitioner thinking about starting or transforming your own business? Is the unpredictable chaos in the job market and economy urging you to create your own side hustle, back-up plan, or bug-out bag? Are you overwhelmed and confused by vague, conflicting advice from an ocean of personal development influencers and life coaches? Are you looking for a trustworthy and transparent place to start?Well, The Business of Woo: Thriving In Your Psychic Business (Without Losing Your Mind Or Selling Your Soul!) is the book for you.This book transcends vague self-help drivel and abundance doctrine platitudes to offer readers tangible, actionable steps to create or transform their own Woo-based business, whether it's a part-time side hustle or full-time gig, including:• A detailed Goldilocks Zone checklist for readers to determine if the Business of Woo is a good fit for them• A robust Practitioner Archetype self-assessment that determines the reader's dominant psychic abilities, chakras, and corresponding niche within the Business of Woo ecosystem• Step-by-step instructions on how to launch a full Go To Market Strategy, including how readers can develop their own Value Proposition; Voice of the Customer Feedback; Key Differentiators; Target Client Personas; Elevator Pitch; Brand Guidelines; Logo; Pricing Strategy; Marketing Strategy; and Thought Capital Strategy.• The best practices, lessons learned, and standard operating procedures writer and full-time working shaman, Rachel White, has gathered across 16 years of client-facing psychic work• A candid field manual for navigating ethics in an unregulated industry• A proven process for readers to tackle innovation, including the creation and launch of new services, products and yes, even Woo-based books!Find the book and Rachel:The Business of Woo: https://a.co/d/02bZN99eAll websites and social media: https://linktr.ee/totemrachThe book combines Rachel White's unique experience: 20+ years in the corporate consulting and real estate industries with job titles like “Head of Knowledge and Innovation” and “SVP of Global Strategy” and 16 years of client-facing Woo-based business experience through her spiritual practice, TOTEM Readings. Rachel is the published author of the sold out TOTEM Tarot Deck and the TOTEM Flower Essence Deck, and is also the host of The Skeptical Shaman podcast.
My name is Natasha Nurse, and I'm a veteran educator with nearly two decades of experience rooted in classroom practice. I currently teach, with my focus centered on inquiry-driven learning and curriculum design. My professional background includes serving as an instructional coach, where I partnered with teachers to strengthen instructional practice grounded in how students learn. Inquiry and human-centered AI guide how I approach teaching and learning. Across classrooms, I have led inquiry-based efforts and designed interdisciplinary curriculum grounded in authentic classroom work. I focus on helping ideas move into daily practice and paying close attention to how student thinking develops. My work has been featured in Newsday and The Long Beach Herald and shared at professional conferences. I believe students think more deeply when learning invites curiosity and gives their thinking room to grow. My work focuses on creating learning environments that make sense in real classrooms and hold up over time. Website: https://natashanurse.comLinkedIn:https://www.linkedin.com/in/natashanurse1/Instagram: https://www.instagram.com/tnurselb/X/Twitter: https://x.com/natasha_nurse ______________________________________________________________________ The Edupreneur: Your Blueprint To Jumpstart And Scale Your Education BusinessYou've spent years in the classroom, leading PD, designing curriculum, and transforming how students learn. Now, it's time to leverage that experience and build something for yourself. The Edupreneur isn't just another book; it's the playbook for educators who want to take their knowledge beyond the school walls and into a thriving business.I wrote this book because I've been where you are. I know what it's like to have the skills, the passion, and the drive but not know where to start. I break it all down: the mindset shifts, the business models, the pricing strategies, and the branding moves that will help you position yourself as a leader in this space.Inside, you'll learn how to:✅ Turn your expertise into income streams, without feeling like a sellout✅ Build a personal brand that commands respect (and top dollar)✅ Market your work in a way that feels natural and impactful✅ Navigate the business side of edupreneurship, from pricing to partnershipsWhether you want to consult, create courses, write books, or launch a podcast, this book will help you get there. Stop waiting for permission. Start building your own table.Grab your copy today and take control of your future.Buy it from EduMatch Publishing https://edumatch-publishing.myshopify.com/collections/new-releases/products/the-edupreneur-by-dr-will
I share how this offer evolved from a six-week live cohort into a six-month flagship programme, why the pricing and positioning changed over time, and why I eventually realised the old “open cart / closed cart” launch model no longer fit the future I wanted for the business. We talk about the practical side of evergreen offers too: workshops, funnels, ads, urgency, visibility, and why you still need momentum even when something is technically available all year round. This episode is also a very honest conversation about growth. Hiring a team, letting experts take the lead, spending money before you fully feel “ready.”, and trusting the process while your nervous system quietly screams in the background. I share what happened behind the scenes while building this funnel, the pressure of investing heavily after a difficult quarter, and the emotional shift that comes with stepping back from doing absolutely everything yourself. If you've been thinking about scaling an offer, refining how you sell, or building a business that feels more sustainable long term, this episode will give you a grounded look at what that transition can involve, beyond the polished marketing version people usually share online. What You'll Learn in This Episode Why I decided to take my group programme evergreen The difference between launching low-ticket vs high-ticket offers How workshops and funnels can support evergreen sales What really goes into building a launch system behind the scenes Why hiring experts changed the quality of this campaign The emotional reality of scaling, investing, and trusting your vision "Everything in business is an experiment." Step into my festival world...
Design Curious | Interior Design Podcast, Interior Design Career, Interior Design School, Coaching
Have you ever finished a project and thought… “Wait, where did all the money go?”One of the biggest mistakes creatives make is treating money as something that shows up at the end—rather than something that needs structure from the very beginning. And that mindset? It quietly drains your profit, your energy, and your confidence.In this episode, I sit down with Lauren Nist, a bookkeeping and advisory expert who works behind the scenes with creative businesses. Together, we unpack the most common money mistakes interior designers make—from underpricing and scope creep to poor billing systems—and how to fix them. If you want financial clarity, stronger boundaries, and a business that actually pays you back, this is your starting point.Featured GuestLauren Nist is a co-founder of Magnolia & Main, a virtual bookkeeping and advisory firm dedicated to helping small business owners gain financial clarity and confidence. With years of experience supporting creative and service-based businesses, Lauren specializes in simplifying the money side of business—from pricing and billing systems to job costing and cash flow management. Her approachable, judgment-free style helps entrepreneurs feel empowered, supported, and in control of their finances.What You'll Learn in This Episode✳️ Why creatives struggle with financial structure✳️ How to protect your cash flow early✳️ Billing ahead vs. acting like the bank✳️ Spotting red flags in client behavior✳️ Simple profit planning for interior designersRead the Blog >>> Interior Design Money Mistakes (And How to Fix Them)NEXT STEPS:
In this episode, Philippa breaks down why your pricing strategy may no longer support the business you are building. She explores the emotional side of pricing, the structural changes required as businesses grow, and how positioning directly impacts pricing confidence. If you are working harder than your revenue reflects, this episode will help you rethink pricing from a CEO perspective. Key Takeaways: [00:01:00] Emotional Pricing vs Strategic Pricing [00:02:30] Why Growth Changes Pricing [00:04:00] The Hidden Cost of Underpricing [00:05:00] Pricing and Lifestyle Alignment [00:06:00] Pricing Reflects Positioning In this episode, you'll learn: Why pricing based on emotion creates instability How pricing must evolve as your business grows How underpricing affects client relationships How to align pricing with your desired lifestyle Why clarity strengthens pricing confidence Join the Strategic Marketing Canvas Workshop (https://channerconsulting.com/the-strategic-marketing-workshop/ ) and sign up to be notified when When Clarity Leads (https://channerconsulting.com/when-clarity-leads/) is released. Links: Connect with me: https://www.linkedin.com/in/philippachanner/ Learn more: www.channerconsulting.com
See what the team at The Successful Bookkeeper has on right now → If you've ever quoted a price, panicked at the silence, and then talked yourself into a discount before the prospect even responded — this episode is for you. In the finale of this two-part series, Natalia Zacharin, Founder and Principal of Zacharin Consulting, picks up where she left off: taking a firm from underpriced and overworked to a multi-million-dollar operation built on confident pricing, high-caliber hires, and fractional CFO services that change businesses from the inside out. Chapters [00:00] Cold open and episode intro [01:37] Non-negotiables and self-care [04:48] The hiring formula and pricing shift [08:00] Price it and zip it [11:00] Joining a mastermind, betting on herself [13:30] Building referrals and CFO services [17:30] What fractional CFO work really looks like [23:00] AI, pricing pressure, and quality [26:30] Hiring up and scaling out of production [29:00] Final advice and where to find Natalia The Moment She Stopped Underselling For a long time, Natalia was closing deals she immediately regretted. She'd set a minimum of $500 a month, get on the sales call, hit silence — and before the prospect could say a word, she'd already dropped the number. "I would get off the call and then be mad at myself because I did it again," she says. The fix was deceptively simple: state the price and stop talking. That uncomfortable pause exists for the client to process, ask questions, or push back — and it's not your job to fill it. Learning to sit in that silence was the turning point that finally gave her room to hire. The Hiring Formula Behind the Growth Natalia uses a straightforward formula: between $200,000 and $300,000 in gross revenue per employee. She was at $300,000 and wanted to hire — but the numbers said she needed to be closer to $500,000 first. So she raised her prices, created the margin, and then hired. Her early lesson: the first hire was underqualified, which meant she spent more time training than delegating. "Looking back, I should have hired someone with a lot more experience that was more expensive, maybe even a manager level." Hiring up — paying well, offering full benefits, building a team that can run without you — is the model she's stayed with ever since. Fractional CFO Services: Already Doing It for Free The expansion into fractional CFO work didn't start with a strategy — it started with Natalia noticing she was already answering CFO-level questions at the end of every bookkeeping sales call. Clients kept asking: how do I get more profitable? How much cash do I actually need? When should I hire? "If you're already giving advice, you're already doing that for free unless you're charging for it." She formalized those conversations into a monthly engagement built around projections, accountability, and the kind of honest focus that keeps business owners from avoiding the hard work that actually moves the needle. AI, Pricing Pressure, and Leaning the Right Direction With AI tools multiplying and overseas competitors undercutting on price, Natalia's response is deliberate: go the other direction. "Don't feel the pressure of constantly lowering your pricing. That's going in the wrong direction. You need to actually be even better." Her firm uses AI to work faster and more accurately, but every file is reviewed by an in-house controller regardless of client size. The value isn't in the tool — it's in the trained eye that knows where to look and what the numbers mean for that specific business. Scaling Yourself Out of the Business Getting out of day-to-day production takes longer than most people expect. Natalia spent four years trying to hand off payroll before she finally found a payroll-only specialist with decades of experience — not a generalist bookkeeper. The message for anyone building a firm: don't give up when a hire doesn't stick. Keep looking for the right person. "It took me four years to get out of payroll… I'd be on vacation, walking the beach, running someone's payroll on my phone because it kept coming back to me." The same patience applies to every role you want to transition out of. Links Mentioned Zacharin Consulting website: zacharynconsulting.com LinkedIn: Grow Your Bottom Line Instagram: Grow Your Bottom Line Pure Bookkeeping: purebookkeeping.com The Successful Bookkeeper resources: thesuccessfulbookkeeper.com About the Guest Natalia Zacharin is the Founder and Principal of Zacharin Consulting, a full-service bookkeeping and fractional CFO firm she built from the ground up as a single mother. Starting with cold LinkedIn outreach and clients at $75 a month, she scaled the firm to multi-million-dollar revenue by combining confident pricing, strategic hiring, and advisory services that help business owners understand and act on their numbers. She is based in the United States and serves clients across industries including logistics, IT, and professional services. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
We talk about the strange Catch-22 of selling offers: you need results to create trust, but you need clients in order to get those results in the first place. And while “just take messy action” gets thrown around a lot online, I wanted to share a more grounded approach that helps you move forward without feeling like you're winging it or pretending to be further ahead than you are. You will learn that confidence doesn't only come from testimonials. Your expertise, experience, thought process, perspective, and ability to solve problems all matter too. Whether you're launching something brand new, pivoting into a new direction, or packaging your skills differently for the first time, there are ways to build trust before you have pages of proof. If you've been hesitating to put your offer out there because you don't feel “ready enough” yet, this episode will help you stop waiting for perfection and start focusing on momentum, clarity, and getting real-world feedback from the market instead. What You'll Learn in This Episode How to sell an offer before you have testimonials or case studies Why waiting until you feel “ready” keeps many offers stuck The Catch-22 of needing clients in order to create proof Where confidence can come from beyond social proof Why imperfect offers still deserve to be launched How to start building momentum and trust early on "You don't need to have all the proof in the world to show that your offer is valuable." Step into my festival world...
Send us Fan MailWhy do so many women entrepreneurs struggle to confidently price their services, raise their rates, or talk about money without anxiety, guilt, or second-guessing?In this powerful episode of The Good Enough Mompreneur Podcast, I sit down with Linda Hunt — money clarity catalyst, pricing power strategist, founder of SumSolutions, and author of the upcoming book The Money Conversation.Together, we explore the emotional and energetic side of entrepreneurship that most business conversations ignore.This conversation goes beyond spreadsheets and strategy into the deeper layers of self-worth, nervous system regulation, capacity, visibility, boundaries, and sustainable business growth.Linda shares how women can stop undercharging, build offers that support both profit and peace, and create businesses that don't require burnout to succeed.In this episode, we discuss:• Why women entrepreneurs often struggle with pricing and money conversations• The connection between nervous system safety and pricing confidence• How to stop undercharging and understand the value of your transformation• Why boundaries and business structure create more freedom• Capacity, burnout, and creating a sustainable business model• How to lead with confidence without becoming overly masculine in business• The emotional side of entrepreneurship and rewriting your money story• Why entrepreneurship forces us to truly meet ourselves• Linda's upcoming book, The Money ConversationThis episode is especially for service-based entrepreneurs, coaches, creatives, consultants, and mompreneurs who are ready to stop shrinking themselves and start building businesses with more confidence, clarity, alignment, and peace.Connect with Linda Hunt:Website: https://www.sumsolutions.comBook & Resources: https://moneyconversation.netInstagram: https://www.instagram.com/sumsolutionsllcLinkedIn: https://www.linkedin.com/in/lindaahunt/Keep the conversation going with Angela:https://mombusinesscoach.comIf this episode resonated with you, please share it with another mom entrepreneur, subscribe to the podcast, and leave a review so more women can discover these conversations.
Join our next FASO Show Live!https://artists.boldbrush.com/p/the-faso-showLearn the magic of marketing with us here at BoldBrush!boldbrushshow.comGet over 50% off your first year on your artist website with FASO:FASO.com/podcast---For today's episode we sat down with Linda Doll, an 84‑year‑old lifelong multimedia artist. Linda shares how a childhood spent drawing in Brooklyn and studying at the Brooklyn Museum eventually led her to pursue art seriously after age 30, culminating in graduating with honors in painting and printmaking. She describes a pivotal moment with California watercolorist Rex Brandt, whose advice to “start with your strength” helped her stop imitating others, list her own strengths, and finally claim her unique artistic voice. Linda explains that when she began painting her family and scenes of peaceful, everyday life purely for herself, that work unexpectedly became her signature style, winning major awards, building an international reputation, and leading to teaching engagements around the world. She emphasizes that artists should find a niche at the intersection of what they love, what they're good at, and what others respond to, while being realistic about business: pricing low at first, raising prices gradually, and building a solid collector base. Linda also shares practical and philosophical advice on staying creative over a lifetime—working in series, experimenting with multiple media, adapting to physical limitations, and maintaining a daily practice of “wetting the brush” or drawing. Above all, she urges aspiring full‑time artists to be themselves, trust their inner voice, and use their personal strengths so they're leading with their own vision rather than constantly chasing trends. Finally, Linda tells us about her upcoming demos and urges us to keep up with her events by visiting her website!Linda's FASO Site:lindadoll.com/Linda's Tutorials and Mentorship:lindadoll.com/page/13300/videos-and-classesLinda's YouTube Channel:youtube.com/@lindadollLinda's Social Media:facebook.com/lindaadoll/instagram.com/lindadoll5/
In this episode, I'm walking you through how to start condensing and refining your offers using my Offer Line Up Method. We'll look at the difference between an offer suite and a true offer ecosystem, and why the real magic happens when your offers guide buyers naturally from first touchpoint to deeper work with you. I break down the key stages of a buyer journey: your Pre-Hype free content, your Warm-Up offer, your Headliner signature offer, and your After Party/Encore offers that help clients continue working with you. This is about designing the journey before choosing the containers, so you stop creating random offers just because they sound fun, trendy, or profitable in the moment. We also cover the foundations that need to come before offer design: who you're selling to, why you're the person to help them, how you want to serve them, and what revenue goals your offers need to support. If your offers feel scattered, this episode will help you zoom out, find the thread, and start shaping a clearer, more profitable ecosystem. What You'll Learn in This Episode The difference between an offer suite and an offer ecosystem How the Offer Line Up Method creates a clearer buyer journey Why Pre-Hype, Warm-Up, Headliner, After Party, and Encore offers matter How disconnected offers confuse your buyers The four foundations to clarify before designing new offers Why starting with containers creates a “Frankenoffer” suite "We're designing the journey first, not the containers first." If you're done selling a bag of random offers and ready to build a profitable ecosystem that positions you as a premium specialist, Dreamium is open now. To get your 1:1 60-minute strategy session DM me WORKSHOP on Instagram. The 1:1 bonus call ends on Monday 18th May. Step into my festival world...
Law firms sell experience — but for decades, harnessing and operationalizing that experience has been a largely manual, chaotic process. In this episode, recorded live at the Legal Marketing Association annual conference in New Orleans, host Bob Ambrogi sits down with Jason Noble, president and chief of product strategy at Ikaun, to talk about how his company is changing that. Ikaun is a managed service and technology platform that helps law firms streamline the proposal and RFP response process — from capturing and organizing matter experience data to using AI to assemble and draft competitive pitches. Jason explains how the platform works, how the arrival of generative AI transformed what was previously possible, and why Ikaun positions itself as a managed service rather than a self-serve SaaS tool. Jason and Bob also get into the bigger picture of how law firms are responding to AI-driven changes in the competitive landscape, whether the billable hour can survive in an AI-augmented world, and whether the RFP process itself will look the same in the years ahead — or whether we're moving toward a future where agents are submitting and responding to proposals with minimal human involvement. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Chapters (00:00) Introduction to ICON and Legal Tech Innovations (02:30) Jason Noble's Journey and Background (05:20) The Evolution of ICON and Its Focus (07:09) Experience Management in Legal Firms (10:30) Gathering Experience Data in Litigation (11:48) How ICON's Platform Works (14:05) The Impact of AI on Proposal Processes (18:07) Current Landscape of RFP Responses (20:31) Differentiating ICON from Competitors (22:45) Knowledge Management vs. Experience Management (24:01) Tailoring Solutions for Law Firms (25:49) Qualities of Successful Law Firms (27:24) Law Firms' Response to AI Integration (29:54) Pricing Strategies in RFP Responses (31:21) Competitive Landscape and AI's Influence (33:27) The Future of Billable Hours (35:50) The Future of RFPs and AI's Role (39:33) Client Satisfaction and Future Directions If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Join Flodesk Partner, Favour Obasi-ike, MBA, MS for a robust deep dive into the evolving landscape of email marketing, practical technical strategies, and AI's impact — all centered around the power of Flodesk for creators, small business owners, and marketers. Discover how Flodesk outperforms industry standards with 17% higher email visibility and why its technical backbone (including Amazon SES integration) leads to superior open and click-through rates. Favour dispels myths about pricing, reveals pitfalls of competitor platforms like Mailchimp, Constant Contact, and ConvertKit, and walks through the essential metrics and best practices that drive sustainable growth.Explore actionable tactics for segmenting your list, building workflows, ensuring compliance, managing DNS records, and even leveraging backlinks from within your email platform. Gain insight into content strategy, the importance of high-quality list growth over vanity numbers, and how to work through mental blocks or burnout as a digital creative. Favour also unpacks the risks and opportunities of AI-driven content, the importance of protecting your web assets from scraping, and emerging best practices as AI reshapes marketing. For creators feeling overwhelmed by platform choices, technical jargon, or skepticism about automation and visibility stats, this episode offers clarity, step-by-step guidance, and a boost of confidence to take your email marketing to the next level. Learn from real-world examples, industry benchmarks, and practical tools that favor sustainable relationship-driven marketing over spammy tactics.Who Is This For?Entrepreneurs and small business owners Solopreneurs and digital creators Email marketing beginners to intermediates Marketing professionals looking for actionable technical advice Anyone considering Flodesk or seeking more ROI from email tools Creatives interested in building sustainable, compliant audience relationships List managers wanting to increase engagement and deliverabilityReady to Rank? Book Your SEO & Web Dev Services Today
If your service business has hit a revenue ceiling, the problem probably isn't your offer, it's your pricing. In this episode, pricing strategist and author Linda Hunt introduces the concept of the "minimum aligned price," the pricing floor below which you're actually paying your clients to work for them. Linda covers the three points at which service businesses start to show weakness: the pricing conversation, scope creep inside the work, and a lack of repeatable processes. If you've been bootstrapping your way through growth, this is the formula for building the business that scales with you.In this episode of The She Leads Podcast, Adrienne Garland's guest is Linda Hunt, founder of Sum Solutions, author of The Money Conversation, and the financial architect known to the women she works with as the money clarity catalyst.Linda makes the case that "I cannot afford it" is almost never the real objection. Clients always find the money for what they value, but a discount in that moment teaches them they were right to hesitate. She also walks through the cost of scope creep on a high-touch client and why a defined service process is what lets the work actually scale.Linda introduces her free Perfect Pricing Formula and the principle that changes how women build service businesses: price your services from day one as if someone else were going to be doing the work, not you.Chapters:
Links & Socials: Product Tranquility: https://producttranquility.com Dan Balcauski on LinkedIn: search “Dan Balcauski” SaaS CEO Pricing Scorecard (free): producttranquility.com Edit your podcasts like a pro:https://get.descript.com/mrzy10nwivuqJoin me as a guest or start your podcast journey:https://www.joinpodmatch.com/nickkuhne Timestamps: 00:00 – Volcano chat & intro 01:30 – Is pricing art or science? 04:45 – Why founders delay pricing decisions 05:30 – ChatGPT's pricing evolution explained 09:30 – Why freemium can actually work for OpenAI 12:30 – Customer Lifetime Value (CLV) reality check 16:45 – Pricing brand-new AI SaaS products 20:00 – You must earn the right to monetise 23:30 – Microsoft Copilot pricing lesson 26:30 – Where to find Dan & the free scorecard Connect with me on:All my linksBecome a guestSign up for RiversideGet Descript #DigitalMarketing #Branding #PersonalBranding #MarketingInsights #SocialMediaStrategy Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Are you building systems that support your success or are you setting yourself up to drown when growth comes? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Nicole Reams. Nicole is a top producing real estate agent in North Florida who built a 100 million dollar career as a solo agent while raising her children as a single mom. In this episode she shares her journey from corporate America to real estate and the mindset shifts that helped her succeed in a demanding and unpredictable industry. The conversation dives deep into systems time blocking client relationships and the realities of today's market. Nicole explains why flexibility is not freedom how overpricing destroys deals and why relationships and community involvement are the foundation of long term success in real estate. If you want to grow your business and avoid costly mistakes start implementing systems today and connect with people intentionally every single day. Highlights 00:00 - 12:15 From Corporate to Real Estate Leaving corporate America for family flexibility Inspiration from personal home buying experience Starting as an assistant in real estate Getting licensed and early career moves Transition to solo agent success 12:15 - 24:30 Flexibility Systems and Daily Discipline Flexibility versus reality in real estate Time blocking and structured schedules Morning routines and follow ups CRM and database as foundation Managing workload and avoiding burnout 24:30 - 37:45 Relationships and Community Focus Building genuine client relationships Importance of human connection over automation Volunteer work and local involvement Water mission and giving back Becoming a trusted local resource 37:45 - 52:10 Market Conditions and Negotiation Skills Current market challenges and uncertainty Buyer versus seller expectations Handling deal cancellations Importance of strong negotiation strategies Navigating contingencies and risks 52:10 - 01:08:20 Pricing Strategy and Seller Mistakes Dangers of overpricing listings First two weeks importance Buyer psychology and perception Creating demand through pricing Winning multiple offer scenarios 01:08:20 - 01:20:31 New Construction and Buyer Guidance Understanding builder representation Hidden negotiation opportunities Comparing builders and incentives First time buyer considerations Custom builds and alternative optionsTop of FormBottom of Form Quotes: "If you just starting out get your systems in place upfront because they will carry you through everything." – Nicole Reams "Flexibility does not mean freedom it means working around everyone else's schedule." – Nicole Reams "Your first offer is always your best offer." – Nicole Reams "I know a guy is one of the most valuable things you can say in real estate." – Nicole Reams To contact Nicole Reams, learn more about her business, and make her a part of your network, make sure to follow her Website, Instagram, Facebook, and LinkedIn. Connect with Nicole Reams! Website: http://www.nicolereams.com Instagram: https://www.instagram.com/nicoleknowsthecoast/ Facebook: https://www.facebook.com/nicole.reams.realtor LinkedIn: https://www.linkedin.com/in/nicole-reams-realtor/ Connect with me! Website: toprealtorjacksonville.com Website: toprealtorstaugustine.com SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best. #RealEstateExcellence #RealEstate #NicoleReams #RealEstateSuccess #Entrepreneurship #SingleMomSuccess #BusinessSystems #TimeBlocking #RealEstateTips #HousingMarket #NegotiationSkills #ClientRelationships #LeadGeneration #CRM #SalesStrategy #RealEstateLife #WomenInBusiness #MarketTrends #NewAgents #GrowthMindset #SuccessHabits
Hello voices from the bench community, John Wilson here and I wanted to share some news about the evolution of the Programill lineup. Most importantly, Ivoclar's new PrograMill 7. What stands out right away is the reduced air consumption this mill requires, but what you'll notice first is that impressive new touchscreen. For us, the biggest advantage has been increased spindle power. My laboratory's known for these larger cases with complex geometries, and I can tell you that extra power really makes a difference. Next time you see your Ivoclar representative, be sure to ask about the PrograMill 7 and tell them John Wilson sent you. Thank you. At exocad Insights in beautiful Mallorca, we finally caught up with Felix from Imagine USA—and the timing couldn't have been better. As an exocad dealer on the front lines of digital dentistry, Felix shared his excitement about the strong turnout, the familiar faces, and most importantly, the innovation coming from exocad. What stood out most? The new exocad Hub and its cloud-based capabilities, along with powerful AI-driven tools inside DentalDB designed for efficient batch processing. For Felix and the Imagine team, it's not just about seeing what's new—it's about putting it to the test. By running new features through their own production facility first, they ensure real-world performance before bringing solutions to their customers. Beyond the technology, Felix emphasized the value of being there in person—connecting face-to-face with partners, having meaningful conversations, and stepping back to see where the industry is headed. And of course, doing it all in Mallorca doesn't hurt either. This episode finally brings a long-awaited conversation to life with Kent Kohli, a name many in the industry recognize—but maybe don't fully know the story behind. From an unexpected entry into dentistry (thanks to marrying his orthodontist's daughter) to becoming a lifelong student of ceramics and education, Kent's journey is anything but typical. What starts as a pre-dental path quickly shifts once Kent discovers the lab side of dentistry—and more importantly, where his passion truly lives. From pouring models and grinding metal to studying under legends like John Archibald, Kent shares how mentorship, curiosity, and relentless work ethic shaped his career. Along the way, he opens up about the early struggles—working 100-hour weeks, barely making ends meet, and choosing quality over the “race to the bottom” that burned out many of his peers. Kent dives deep into the evolution of dental technology, from the early days of PFMs and Empress to today's digital workflows and liquid ceramics. But at the heart of it all is a consistent theme: education. Whether it's learning from the “giants” of the industry or now helping guide the next generation through his role at Ivoclar, Kent sees it as a responsibility to pass on what was given to him. He also shares insights into his current mission—bringing hands-on education back to the forefront, blending traditional techniques with modern materials, and helping technicians elevate their craft beyond just production. Rising costs, tighter deadlines, and greater demands are challenging labs everywhere. When efficiency matters, you need tools that deliver—every day. Roland DGShape milling solutions are reliable and easy to use. Just turn them on and let them run—no babysitting required. Fewer remakes and less wasted material mean your team can focus on getting cases out the door. With the Elevate Denture solution, step into digital dentures without disrupting your workflow. Validated CAM strategies and Ivoclar compatibility mean you're building on a system you already trust. Ready to boost efficiency? Explore DG Shape DWX Milling Solutions and the Elevate Dental Solution at RolandDental.com.Special Guest: Kent Kohli.
Sponsors: ◦ Visit Buildertrend to schedule a demo ◦ Marvin Windows and Doors ◦ Sub-Zero Wolf Cove Showroom Phoenix Connect with Katrina Barrett: ◦ https://www.instagram.com/katrina.a.barrett Connect with Brad Leavitt: Website | Instagram | Facebook | Houzz | Pinterest | YouTube
This episode explores how AI is reshaping transfer pricing, including real-time monitoring, evolving documentation, and tax authority enforcement.Support the show
Ryan Pineda and Brian Davila host a deep conversation with Jason Fladlien, where he breaks down advanced webinar sales psychology, offer creation, and market timing strategies that drive massive revenue while emphasizing simplicity, leverage, and timing opportunities.Connect with Jason - https://www.instagram.com/jasonfladlien/www.youtube.com/@jasonfladlienCheck out his book here - https://theonetomanybook.com/__________If you want to start your real estate investing business, we'll give you 1:1 coaching, seller leads, software, & everything you need. https://www.wealthyinvestor.comIf you're a business owner who wants to get in peak physical shape, we can help! https://www.allproceo.comJoin our private mastermind for elite business leaders who golf. https://www.mastermind19.comJoin free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us__________CHAPTERS: 00:00 - Introduction & Why Webinars Still Print Money05:42 - The Real Reason Most People Fail at Selling14:10 - Why You're Not Pitching Long Enough23:30 - The Perfect Webinar Structure (15-Step Framework)45:00 - Hook, Pain, Gain & Positioning Explained58:20 - Reframing Confidence to Close More Deals1:06:00 - How to Amplify Pain to Build Trust & Authority1:13:40 - The “Paradigm Shift” That Makes People Buy1:23:00 - Evergreen vs Live Webinars (What Actually Works)1:26:30 - Pricing Strategy, Anchoring & When to Use Sales Calls1:56:00 - AI, Information & The Future of Selling2:08:00 - The One Lever That Can Double Your Business2:14:30 - When to Go ALL IN on Opportunities2:19:00 - Finding Blue Ocean Opportunities Before They Saturate