Podcasts about profitability

  • 4,024PODCASTS
  • 8,579EPISODES
  • 34mAVG DURATION
  • 2DAILY NEW EPISODES
  • Sep 20, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about profitability

Show all podcasts related to profitability

Latest podcast episodes about profitability

She Slays the Day
383 – Chiropractic Growth: Ads, Sales, Profitability & Freedom feat. Dr. Travis Stewart

She Slays the Day

Play Episode Listen Later Sep 20, 2026 55:05


Are your ads actually underperforming—or is the real problem what happens after the lead comes in? In Part Two of Dr. Lauryn's conversation with Dr. Travis Stewart, they dig into the numbers and systems clinic owners need to understand if they want marketing to translate into sustainable growth.They break down cost per lead, booking rates, show rates, customer acquisition cost, follow-up, sales, and why more new patients cannot fix a broken conversion process. From there, the conversation expands into business partnerships, profitability, associate pay, student debt, work ethic, wealth building, and the pursuit of balance. Travis and Lauryn also explore what chiropractic needs to change if practice owners, associates, and the profession itself are going to thrive long term.About the GuestDr. Travis Stewart is the owner of Move Chiropractic in Boulder, Colorado, and co-founder of Making Moves, the coaching company behind Chiro Ads Academy. After opening his practice during the 2020 lockdown, Travis helped grow it from roughly $12K to $70K per month by bringing his marketing in-house and developing his own Facebook and Instagram advertising system. Since then, Travis and his team have helped more than 450 chiropractic practices implement their own ads, managing over $5 million in ad spend and generating more than $30 million in care plan revenue for clients. He also hosts The Arena, where he shares strategies for chiropractic practice growth, marketing, leadership, and entrepreneurship.Follow and connect with Dr. Travis on InstagramResources:Rich Doc Playbook: Secure your spot today!Find all things Dr. Lauryn B including ways to work with herFollow Dr. Lauryn: Instagram | Facebook | LinkedInFollow She Slays on YouTubeMentioned in this episode:Clinic MindClinic Mind is the all-in-one EHR and practice management platform built for chiropractors — billing, documentation, scheduling, and patient follow-up in one place, whether you run a cash practice, take insurance, or are scaling to multiple locations. She Slays the Day listeners get an exclusive offer.Clinic MindINSiGHT CLAThis episode is brought to you by the INSiGHT scanning system from CLA, the tool that helps chiropractors show patients objective neurological data so the value of care becomes clear, fueling conversion, retention, and growth. She Slays listeners get preferred pricing, affordable financing, and a free Getting Into Scanning guide.CLA (Current)Holistic Marketing HubThis episode is sponsored by Holistic Marketing Hub. Created by marketing strategist Molly Cahill, it's a proven Instagram system with a 500+ caption content library and a step-by-step curriculum that's helped 400+ chiropractors, acupuncturists, and other health pros fill their practices with right-fit patients. Enroll Now!Holistic Marketing Hub

Wise Divine Women - Libido - Menopause - Hormones- Oh My! The Unfiltered Truth for Christian Women
Building a Business Legacy: Employee Ownership, Succession & Wealth with Matt Middendorp

Wise Divine Women - Libido - Menopause - Hormones- Oh My! The Unfiltered Truth for Christian Women

Play Episode Listen Later Sep 17, 2026 33:22


What happens to your business when you're ready to step away?In this episode of the Wise Divine Women Podcast, Dana Irvine speaks with Matt Middendorp of VisionPoint Capital about Employee Stock Ownership Plans, or ESOPs, and how business owners can approach succession, retirement, wealth, and legacy with greater intention.Matt explains how an ESOP can give qualifying U.S. business owners another option beyond selling to private equity or an outside buyer. Through an employee ownership structure, owners may be able to transition all or part of their company while protecting the culture, leadership, employees, and community they worked so hard to build.The conversation explores why business transitions should be deliberate rather than something that simply “happens” to an owner. Matt shares how succession planning involves much more than the sale price. Owners also need to consider control, identity, profitability, employee retention, company culture, future leadership, and the legacy they want to leave behind.Dana and Matt also discuss the potential benefits of employee ownership for team members, including increased engagement, stronger retention, and the opportunity to build long-term retirement wealth through the success of the company.Matt explains what types of businesses may be a good fit for an ESOP, why profitability and management alignment matter, and how a feasibility study can help owners understand the potential financial impact before making a decision.They also explore how employee ownership may apply to women-owned businesses, wellness practices, spas, yoga studios, retail companies, service businesses, and organizations with government contracts.Key TakeawaysBusiness succession should be intentional. Your transition should reflect your financial goals, personal values, leadership wishes, and vision for the future.Legacy is about more than money. For many owners, protecting employees, culture, and community matters just as much as the final sale price.Employee ownership can align interests. Employees may become more connected to the success of the company when they participate in its long-term value.ESOPs are not right for every business. Profitability, employee count, management alignment, business structure, and ownership goals all need to be considered.There is rarely only one path forward. Matt encourages owners to explore their options rather than assuming a traditional sale is the only choice.About Matt MiddendorpMatt Middendorp works with VisionPoint Capital, helping business owners explore employee ownership and determine whether an ESOP may align with their succession, financial, and legacy goals.Learn more and take the ESOP readiness assessment at:This conversation focuses primarily on ESOPs under U.S. law. Canadian business owners should seek guidance specific to Canadian employee ownership, tax, legal, and succession planning regulations.ESOP, Employee Stock Ownership Plan, business succession planning, employee ownership, business exit strategy, retirement planning, women business owners, selling a business, business legacy, private equity alternatives, employee retention, wealth building, business valuation, VisionPoint Capital, Matt Middendorp, women entrepreneurs

The Daily Mastermind
How Saying No Unlocks Profitability with Yarin Gaon

The Daily Mastermind

Play Episode Listen Later Sep 17, 2026 29:10


George Wright III interviews Yarin Gaon of Fractional Partners about a common growth bottleneck for companies that reach product-market fit around $3–$5M in sales: continuing “growth by addition” by saying yes to too many customers, products, channels, and revenue streams, which increases complexity and shrinks profit. Gaon argues founders should shift to “growth by subtraction,” identifying the small set of activities that drives most profit and cutting the rest, then later moving to “growth by expansion” when execution bandwidth increases. Key signals it's time to subtract are rising complexity and declining profitability, and Gaon warns against making decisions out of context or based only on revenue. He introduces the free Growth Decision Canvas and an initial heat map assessment to create a clear 12–18 month plan, and explains it complements EOS by improving strategic direction and profit focus.00:00 Meet Yarin Gaon02:29 Growth By Addition Trap09:07 Growth Decisions Canvas14:06 Common Decision Mistakes23:47 Where To Start Today25:17 Connect And Final TakeawaysThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.About GuestYarin Gaon is an entrepreneur-turned-investor with a proven track record of founding, scaling, and exiting companies. He launched his first company at age 14 and went on to build Israel's largest e-commerce platform for military goods, which he later sold before relocating to the U.S. He also served as an Entrepreneur-in-Residence at a venture capital firm, where he specialized in turning around distressed startups. With an MBA from Tel Aviv University (and time spent at Kellogg School of Management), Yarin now helps growing companies mature into strong, cash-flowing assets. Yarin has mentored over 400 businesses through SCORE and the University of Chicago's Polsky Center. Today, he helps founders identify which products, customers, services, and operational complexities are actually slowing growth and reducing profitability. His Growth Decisions Canvas was designed to help $5–25M companies make clearer strategic decisions around what deserves to scale, what should be eliminated, and where the true path of least resistance exists inside the business. Yarin is publicly opening the Growth Decision Canvas for free, so your listeners can take what they learn from the episode and implement it in their business right away. Yarin has been featured on podcasts such as The Home Service Expert Podcast with Tommy Mello, Founder's Story, Becker Private Equity & Business Podcast, and many more.LinksWebsite: https://www.fractional.partners/LinkedIn: https://www.linkedin.com/in/yaringaon/

Real Estate Investor Dad Podcast ( Investing / Investment in Canada )
Should You Invest in Vancouver, Montreal or Laval?

Real Estate Investor Dad Podcast ( Investing / Investment in Canada )

Play Episode Listen Later Sep 17, 2026 61:55


Should You Invest in Vancouver, Montreal or Laval? Plus the 2 Numbers Wayne Uses to Analyze Deals Can you find a good rental property in Montreal or Laval? Should you invest in Vancouver? What numbers actually matter when analyzing a rental property? And if you already bought a bad deal, should you hold it and hope it recovers, or sell it and move on? Today's episode of the Canadian Real Estate Investing Morning Show is another investor Q&A covering exactly those questions. Wayne and Gabby break down how to evaluate a market, how borrowed down-payment funds affect cash flow, why Wayne would personally avoid certain provinces even when the numbers appear to work, and the two metrics he actually uses to compare real estate deals. The main message: Don't force a market to work. Find the market, property type and deal that actually fit your investment criteria. Can You Cash Flow in Montreal or Laval? A listener from Laval, Quebec asks whether it is realistic to find a property in Laval or Montreal that meets Wayne's cash-flow criteria. Wayne says it may be possible. But instead of starting with one predetermined property type, investors should study the entire market. Look at: Apartment condos Townhouse condos Duplexes Single-family houses Houses with secondary suites Small multifamily Larger multifamily Then compare purchase prices across different neighbourhoods with the rents those properties can realistically achieve. The goal is to become a master of the market. You need to know: What different property types cost. What different neighbourhoods cost. What tenants will pay. What areas attract stronger tenants. Which property types produce the best rent-to-price relationship. Only then can you determine which opportunities deserve deeper investigation. Don't Start With the Strategy and Force the Market The listener specifically mentions wanting to purchase a plex. Wayne's approach would be slightly different. Instead of deciding: "I want to buy a plex." Start with: "Which asset type in this city produces the best combination of cash flow, tenant profile, risk and long-term potential?" Maybe that is a plex. Maybe it is a townhouse. Maybe it is a suited house. Maybe it is something completely different. Do not force the property type. Follow the numbers. Borrowing Your Down Payment From Home Equity The listener is also considering borrowing against their existing home to fund the down payment. Wayne likes the concept of taking otherwise unused equity and redeploying it into another productive asset. But there is an obvious trade-off. Borrowing the down payment creates additional debt. Additional debt means additional monthly interest. That increases the risk. If the investment property itself produces $500 per month in cash flow but the borrowed down payment costs $300 per month to service, the investor's actual financial position is very different. That needs to be considered. Look at the Entire Portfolio When investors use equity from one property to fund another, Wayne sometimes prefers looking at the cash flow of the entire portfolio instead of judging only the new property in isolation. Maybe one property produces excellent cash flow. Another is tighter. Together, the portfolio may still be healthy. The question becomes: Does the entire portfolio still pass the cash-flow test and remain resilient? Borrowing money to scale increases potential profits. But it also increases risk. The goal is finding the right balance. Borrowed Investment Funds May Be Tax Deductible Gabby also points out an important tax consideration. When money is borrowed and used for qualifying investment purposes, the interest may be deductible. That can reduce the true after-tax cost of the borrowed funds. Investors should confirm the exact treatment with a qualified accountant based on their specific circumstances. Why Wayne Still Wouldn't Choose Quebec This is where Wayne's answer changes. Could somebody potentially find a property in Quebec that produces good cash flow? Yes. Would Wayne personally want to operate his rental-property business there? No. The issue is the landlord and tenant laws. Wayne views real estate as a business. And if the jurisdiction makes it unnecessarily difficult to operate that business, enforce agreements or manage risk, that becomes a major negative. Even if the numbers work. For Wayne, that can be enough to eliminate the market. A Great Deal in the Wrong Province Can Still Be the Wrong Deal Wayne compares Quebec with other provinces where investors have historically found strong deals. The purchase price might work. The rent might work. The appreciation potential might work. But if the operating environment creates significantly more landlord risk, the deal becomes less attractive. Wayne would rather invest in a market where: The property works. The cash flow works. The tenant profile works. The long-term fundamentals work. And the laws support the operation of the business. Wayne's "Ice Age" Theory Wayne again discusses the idea of real estate markets entering an "ice age." A market can become temporarily unattractive when prices rise faster than rents and household affordability. That does not mean the city is permanently bad. It means investors may need to wait. Calgary is one market Wayne currently describes this way. He believes Edmonton will eventually reach a similar stage. When that happens, he will look for the next market where the fundamentals work better. What Numbers Should Investors Actually Follow? Another listener asks which indicators they should use when analyzing deals. They currently look at: Cap rate Cash flow ROI DSCR The 1% rule Other rules of thumb Wayne simplifies it dramatically. He primarily focuses on two things: Return on Investment and The 5% Rule™ Cash Flow Test That is it. Metric #1: Return on Investment ROI tells Wayne how profitable the investment is. It allows him to compare completely different properties using one common measure. A townhouse. A suited house. A multifamily building. A condo. A garden-suite development. Whatever the property type, the question is: For every dollar I invest, how much profit am I receiving back? Wayne looks at total profits from: Cash flow Mortgage principal paydown Appreciation Then compares those profits with the initial investment. He generally prefers looking over longer holding periods rather than focusing only on year-one returns. Real estate is a long-term investment. Metric #2: The 5% Rule™ Cash Flow Test Profitability is only half the equation. The other half is risk. Wayne uses cash flow as his primary risk measure. The more cash flow a property produces, the greater its ability to absorb: Lower rents Higher mortgage payments Repairs Vacancy Increasing expenses Unexpected economic changes Imagine one property produces $500 per month. Rent falls by $200. You still have $300. Another property produces only $100. Rent falls by $200. Now you are losing money. Multiply that across a 20-property portfolio and suddenly a small monthly problem becomes a very large one. That is why Wayne created the 5% Rule. Profitability + Risk Wayne's approach is to balance: ROI = profitability with Cash flow = risk protection A property can have an incredible projected return but still be dangerously fragile. Another property can be extremely safe but produce disappointing returns. The goal is finding investments that score well in both areas. Wayne Doesn't Use the 1% Rule Wayne considers rules such as the 1% rule outdated and overly simplistic. The bigger question is: Why 1%? What exactly is it measuring? Profitability? Risk? Financing? There is often no clear reasoning behind the number. Wayne prefers metrics where he understands exactly what they are measuring and why they matter. A Listener Bought a Vancouver Condo and Regrets It Another listener writes in after purchasing a condo in the Greater Vancouver area. They say the property is losing several hundred dollars every month. They relied heavily on their realtor. They did not educate themselves first. And after finding the Morning Show, they realized they had done exactly what Wayne warns investors not to do. Their questions: Should they continue investing in Vancouver? Should they invest somewhere else? And how do they get out of the condo? Would Wayne Invest in Vancouver? Wayne's answer: No. He does not believe Vancouver currently fits the five fundamentals he uses when selecting markets and investments. His issue is not whether Vancouver real estate can appreciate. It obviously can. His problem is that Wayne does not buy properties primarily to speculate on appreciation. He wants to purchase a profitable rental business. If the rent cannot pay the operating costs and produce sufficient cash flow, he is not interested. Appreciation Is Not Enough Someone can buy a Vancouver condo and hope it goes up in value. That is a strategy. It is simply not Wayne's strategy. Wayne wants: Positive cash flow Mortgage paydown Long-term appreciation potential A strong tenant profile A supportive operating environment The property needs to make sense without requiring appreciation to rescue the investment. Should You Invest Outside Your Home City? Yes. Wayne believes investors should go where the fundamentals work. You do not need to live in the same city as your rental property. Wayne and Gabby already manage properties they rarely or never physically visit. The solution is building: The right team Communication systems Maintenance systems Inspection systems Contractor relationships Documentation systems Location matters far less once the management system works. How Do You Get Out of a Bad Vancouver Condo? Wayne's first answer is straightforward: Talk to your realtor and understand what the property can realistically sell for. Then calculate: Mortgage penalty Realtor fees Legal fees Current market value Remaining mortgage Potential loss Tax implications Net proceeds Then determine whether continuing to hold the property actually improves the situation. Wayne warns against holding a bad investment indefinitely simply because you want to "break even." Sometimes the best decision is to accept the loss, learn from it and redeploy the remaining capital into a better opportunity. Don't Make the Next Decision Based on the Last Mistake A bad deal does not mean real estate investing does not work. It means that particular deal did not work. The most important thing is learning from it. Get educated. Understand the market. Understand the numbers. Create proper criteria. Then try again with a stronger foundation. Ghost Listings for Rental Research Another viewer asks about posting a rental listing before the property is actually available to test the market rent. Wayne explains that investors sometimes use "ghost listings" to gauge demand at a particular price. But Gabby raises an important concern. If tenants currently occupy the property, posting their home for rent before it is actually available can create unnecessary problems. There is also a timing issue. If you post the listing in September to determine what rent you can get in December, you are collecting September data. Rental markets are seasonal. The information may not accurately reflect what tenants will pay months later. Ask the Right Professional Wayne closes the discussion with another important principle: Use professionals for what they actually specialize in. A realtor brokers real estate transactions. A mortgage broker arranges financing. A lawyer provides legal guidance. A contractor performs construction. That does not automatically make any of them qualified to provide investment strategy. Build a team of strong professionals. But remain the CEO of your own real estate business. Remote Property Management Course – 50% Off This Week Gabby's Remote Property Management Course is currently 50% off. The eight-module course teaches the systems Wayne and Gabby use to remotely manage their own rental portfolio. Use code: 50OFF at: www.reimasters.ca Edmonton Real Estate Investing Course Want to learn Edmonton neighbourhoods, property types, tenant profiles and investment opportunities? The Edmonton Real Estate Investing Course is available at: www.reimasters.ca REI Masters Mentorship Work directly with Wayne and Gabby on market selection, acquisitions, deal analysis, financing, property management, joint ventures and building a profitable Canadian real estate portfolio. www.reimasters.ca The 5% Rule™ Learn Wayne Hillier's cash-flow framework for Canadian rental properties. Search: The 5% Rule by Wayne Hillier on Amazon. Watch the Morning Show Join Wayne and Gabby every weekday morning at 7:00 AM Mountain Time on YouTube. Follow Wayne Hillier – Real Estate Investing Coach on YouTube. Questions: info@reimorningshow.com Upcoming Event REI Masters Annual Retreat Edmonton, Alberta October 17–18, 2026 www.reimasters.ca Sponsors Calvin Realty – Edmonton Investor-Focused Realtor Team www.calvinrealty.ca Finngo Bookkeeping & Tax Specialized bookkeeping and tax services for Canadian real estate investors. www.finngo.com/rei Kirkwood & Brennan Mortgage Group Investor-focused mortgage planning for Canadian real estate investors. www.kbmortgages.ca keaton@kbmortgages.ca

The Entrepreneur’s Advisor
You Probably Don't Need More Revenue

The Entrepreneur’s Advisor

Play Episode Listen Later Sep 17, 2026 10:28 Transcription Available


Would more revenue make your business stronger? Or merely busier?When profits disappoint, or cash gets tight, the instinct is often to sell more. But growth can magnify weak pricing, thin margins, and working-capital demands just as easily as it can improve performance.In this episode, Chip Schweiger explores three different problems that often receive the same prescription: not enough revenue, inadequate margins, and profit that isn't turning into cash. Before chasing more sales, it's worth understanding which one your business actually has.Sometimes the next move isn't more revenue. It's making better money from the revenue you already have.For show notes, past episodes, and more from Things Entrepreneurs Should Know, visit TESKPod.com.Want to continue the conversation? You can reach Chip directly at Chip@Schweiger.CPAFollow the show on Instagram at @teskpod.Things Entrepreneurs Should Know is provided for general informational and educational purposes only. Nothing in this podcast should be considered accounting, tax, legal, investment, or other professional advice.

Real Estate Investing Morning Show ( REI Investment in Canada )
Should You Invest in Vancouver, Montreal or Laval?

Real Estate Investing Morning Show ( REI Investment in Canada )

Play Episode Listen Later Sep 17, 2026 61:55


Should You Invest in Vancouver, Montreal or Laval? Plus the 2 Numbers Wayne Uses to Analyze Deals Can you find a good rental property in Montreal or Laval? Should you invest in Vancouver? What numbers actually matter when analyzing a rental property? And if you already bought a bad deal, should you hold it and hope it recovers, or sell it and move on? Today's episode of the Canadian Real Estate Investing Morning Show is another investor Q&A covering exactly those questions. Wayne and Gabby break down how to evaluate a market, how borrowed down-payment funds affect cash flow, why Wayne would personally avoid certain provinces even when the numbers appear to work, and the two metrics he actually uses to compare real estate deals. The main message: Don't force a market to work. Find the market, property type and deal that actually fit your investment criteria. Can You Cash Flow in Montreal or Laval? A listener from Laval, Quebec asks whether it is realistic to find a property in Laval or Montreal that meets Wayne's cash-flow criteria. Wayne says it may be possible. But instead of starting with one predetermined property type, investors should study the entire market. Look at: Apartment condos Townhouse condos Duplexes Single-family houses Houses with secondary suites Small multifamily Larger multifamily Then compare purchase prices across different neighbourhoods with the rents those properties can realistically achieve. The goal is to become a master of the market. You need to know: What different property types cost. What different neighbourhoods cost. What tenants will pay. What areas attract stronger tenants. Which property types produce the best rent-to-price relationship. Only then can you determine which opportunities deserve deeper investigation. Don't Start With the Strategy and Force the Market The listener specifically mentions wanting to purchase a plex. Wayne's approach would be slightly different. Instead of deciding: "I want to buy a plex." Start with: "Which asset type in this city produces the best combination of cash flow, tenant profile, risk and long-term potential?" Maybe that is a plex. Maybe it is a townhouse. Maybe it is a suited house. Maybe it is something completely different. Do not force the property type. Follow the numbers. Borrowing Your Down Payment From Home Equity The listener is also considering borrowing against their existing home to fund the down payment. Wayne likes the concept of taking otherwise unused equity and redeploying it into another productive asset. But there is an obvious trade-off. Borrowing the down payment creates additional debt. Additional debt means additional monthly interest. That increases the risk. If the investment property itself produces $500 per month in cash flow but the borrowed down payment costs $300 per month to service, the investor's actual financial position is very different. That needs to be considered. Look at the Entire Portfolio When investors use equity from one property to fund another, Wayne sometimes prefers looking at the cash flow of the entire portfolio instead of judging only the new property in isolation. Maybe one property produces excellent cash flow. Another is tighter. Together, the portfolio may still be healthy. The question becomes: Does the entire portfolio still pass the cash-flow test and remain resilient? Borrowing money to scale increases potential profits. But it also increases risk. The goal is finding the right balance. Borrowed Investment Funds May Be Tax Deductible Gabby also points out an important tax consideration. When money is borrowed and used for qualifying investment purposes, the interest may be deductible. That can reduce the true after-tax cost of the borrowed funds. Investors should confirm the exact treatment with a qualified accountant based on their specific circumstances. Why Wayne Still Wouldn't Choose Quebec This is where Wayne's answer changes. Could somebody potentially find a property in Quebec that produces good cash flow? Yes. Would Wayne personally want to operate his rental-property business there? No. The issue is the landlord and tenant laws. Wayne views real estate as a business. And if the jurisdiction makes it unnecessarily difficult to operate that business, enforce agreements or manage risk, that becomes a major negative. Even if the numbers work. For Wayne, that can be enough to eliminate the market. A Great Deal in the Wrong Province Can Still Be the Wrong Deal Wayne compares Quebec with other provinces where investors have historically found strong deals. The purchase price might work. The rent might work. The appreciation potential might work. But if the operating environment creates significantly more landlord risk, the deal becomes less attractive. Wayne would rather invest in a market where: The property works. The cash flow works. The tenant profile works. The long-term fundamentals work. And the laws support the operation of the business. Wayne's "Ice Age" Theory Wayne again discusses the idea of real estate markets entering an "ice age." A market can become temporarily unattractive when prices rise faster than rents and household affordability. That does not mean the city is permanently bad. It means investors may need to wait. Calgary is one market Wayne currently describes this way. He believes Edmonton will eventually reach a similar stage. When that happens, he will look for the next market where the fundamentals work better. What Numbers Should Investors Actually Follow? Another listener asks which indicators they should use when analyzing deals. They currently look at: Cap rate Cash flow ROI DSCR The 1% rule Other rules of thumb Wayne simplifies it dramatically. He primarily focuses on two things: Return on Investment and The 5% Rule™ Cash Flow Test That is it. Metric #1: Return on Investment ROI tells Wayne how profitable the investment is. It allows him to compare completely different properties using one common measure. A townhouse. A suited house. A multifamily building. A condo. A garden-suite development. Whatever the property type, the question is: For every dollar I invest, how much profit am I receiving back? Wayne looks at total profits from: Cash flow Mortgage principal paydown Appreciation Then compares those profits with the initial investment. He generally prefers looking over longer holding periods rather than focusing only on year-one returns. Real estate is a long-term investment. Metric #2: The 5% Rule™ Cash Flow Test Profitability is only half the equation. The other half is risk. Wayne uses cash flow as his primary risk measure. The more cash flow a property produces, the greater its ability to absorb: Lower rents Higher mortgage payments Repairs Vacancy Increasing expenses Unexpected economic changes Imagine one property produces $500 per month. Rent falls by $200. You still have $300. Another property produces only $100. Rent falls by $200. Now you are losing money. Multiply that across a 20-property portfolio and suddenly a small monthly problem becomes a very large one. That is why Wayne created the 5% Rule. Profitability + Risk Wayne's approach is to balance: ROI = profitability with Cash flow = risk protection A property can have an incredible projected return but still be dangerously fragile. Another property can be extremely safe but produce disappointing returns. The goal is finding investments that score well in both areas. Wayne Doesn't Use the 1% Rule Wayne considers rules such as the 1% rule outdated and overly simplistic. The bigger question is: Why 1%? What exactly is it measuring? Profitability? Risk? Financing? There is often no clear reasoning behind the number. Wayne prefers metrics where he understands exactly what they are measuring and why they matter. A Listener Bought a Vancouver Condo and Regrets It Another listener writes in after purchasing a condo in the Greater Vancouver area. They say the property is losing several hundred dollars every month. They relied heavily on their realtor. They did not educate themselves first. And after finding the Morning Show, they realized they had done exactly what Wayne warns investors not to do. Their questions: Should they continue investing in Vancouver? Should they invest somewhere else? And how do they get out of the condo? Would Wayne Invest in Vancouver? Wayne's answer: No. He does not believe Vancouver currently fits the five fundamentals he uses when selecting markets and investments. His issue is not whether Vancouver real estate can appreciate. It obviously can. His problem is that Wayne does not buy properties primarily to speculate on appreciation. He wants to purchase a profitable rental business. If the rent cannot pay the operating costs and produce sufficient cash flow, he is not interested. Appreciation Is Not Enough Someone can buy a Vancouver condo and hope it goes up in value. That is a strategy. It is simply not Wayne's strategy. Wayne wants: Positive cash flow Mortgage paydown Long-term appreciation potential A strong tenant profile A supportive operating environment The property needs to make sense without requiring appreciation to rescue the investment. Should You Invest Outside Your Home City? Yes. Wayne believes investors should go where the fundamentals work. You do not need to live in the same city as your rental property. Wayne and Gabby already manage properties they rarely or never physically visit. The solution is building: The right team Communication systems Maintenance systems Inspection systems Contractor relationships Documentation systems Location matters far less once the management system works. How Do You Get Out of a Bad Vancouver Condo? Wayne's first answer is straightforward: Talk to your realtor and understand what the property can realistically sell for. Then calculate: Mortgage penalty Realtor fees Legal fees Current market value Remaining mortgage Potential loss Tax implications Net proceeds Then determine whether continuing to hold the property actually improves the situation. Wayne warns against holding a bad investment indefinitely simply because you want to "break even." Sometimes the best decision is to accept the loss, learn from it and redeploy the remaining capital into a better opportunity. Don't Make the Next Decision Based on the Last Mistake A bad deal does not mean real estate investing does not work. It means that particular deal did not work. The most important thing is learning from it. Get educated. Understand the market. Understand the numbers. Create proper criteria. Then try again with a stronger foundation. Ghost Listings for Rental Research Another viewer asks about posting a rental listing before the property is actually available to test the market rent. Wayne explains that investors sometimes use "ghost listings" to gauge demand at a particular price. But Gabby raises an important concern. If tenants currently occupy the property, posting their home for rent before it is actually available can create unnecessary problems. There is also a timing issue. If you post the listing in September to determine what rent you can get in December, you are collecting September data. Rental markets are seasonal. The information may not accurately reflect what tenants will pay months later. Ask the Right Professional Wayne closes the discussion with another important principle: Use professionals for what they actually specialize in. A realtor brokers real estate transactions. A mortgage broker arranges financing. A lawyer provides legal guidance. A contractor performs construction. That does not automatically make any of them qualified to provide investment strategy. Build a team of strong professionals. But remain the CEO of your own real estate business. Remote Property Management Course – 50% Off This Week Gabby's Remote Property Management Course is currently 50% off. The eight-module course teaches the systems Wayne and Gabby use to remotely manage their own rental portfolio. Use code: 50OFF at: www.reimasters.ca Edmonton Real Estate Investing Course Want to learn Edmonton neighbourhoods, property types, tenant profiles and investment opportunities? The Edmonton Real Estate Investing Course is available at: www.reimasters.ca REI Masters Mentorship Work directly with Wayne and Gabby on market selection, acquisitions, deal analysis, financing, property management, joint ventures and building a profitable Canadian real estate portfolio. www.reimasters.ca The 5% Rule™ Learn Wayne Hillier's cash-flow framework for Canadian rental properties. Search: The 5% Rule by Wayne Hillier on Amazon. Watch the Morning Show Join Wayne and Gabby every weekday morning at 7:00 AM Mountain Time on YouTube. Follow Wayne Hillier – Real Estate Investing Coach on YouTube. Questions: info@reimorningshow.com Upcoming Event REI Masters Annual Retreat Edmonton, Alberta October 17–18, 2026 www.reimasters.ca Sponsors Calvin Realty – Edmonton Investor-Focused Realtor Team www.calvinrealty.ca Finngo Bookkeeping & Tax Specialized bookkeeping and tax services for Canadian real estate investors. www.finngo.com/rei Kirkwood & Brennan Mortgage Group Investor-focused mortgage planning for Canadian real estate investors. www.kbmortgages.ca keaton@kbmortgages.ca

Dental A Team w/ Kiera Dent and Dr. Mark Costes
#1,203: Have This Problem? There's a System For That.

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later Sep 16, 2026 19:51


Establishing the right systems in your practice creates consistency, profitability, and freedom in ways that individual effort is never going to. Kiera talks about the difference between systems and the people using them, how to know if you need a new system, why the right system equals scalability, and more. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera (00:00) Hello, Dental A Team Listeners. This is Kiera. And today I want to just go back to basics with you because I think that this is such an important thing because we talk so much about systems, but I think people want systems and we talk about systems and like what are systems? And like what is the difference between a system and needing to train people? And I think that there's just this like back and forth in our worlds where we think like, hey, if I get a system, everything's gonna work. Or   Hey, if I get the right people and train them, then it's all going to work. And I think that they go hand in hand. And so today I wanted to kind of break down, dispel, disseminate, and like what exactly is a system? What exactly should we train? How do we put these two things together? And how do you really get the freedom that you're looking for? Like, we're about to roll into a mastermind and I was building the content. So spoiler alert, if you're not a part of our in-person masterminds, get your booties over into Dental A Team because we do meet twice a year and have a leadership mastermind where doctors and OMs get together with myself.   our entire consulting team, and we really talk about things off record. So there's no cameras, there's no recording in there, and it's just a rift area. And I was working on like what do dentists really want? And it's the control paradox. They want control, but the way you get control is by knowing that your systems are working for you and people are reporting. You don't want to actually do all the pieces, but you want it to report back to you and you want to know things are being done your way. Yes or yes yes. Like, am I speaking to you? And do I know you? I hope so. Because I absolutely love dentists. I want to just give you a giant hug and I want to remind you.   That you are doing better than you think you are. I want to remind you that there is an easier path than what you're doing. And I wish I could find somebody that was the Kiera Dent for dental consulting companies. I wish, I wish I could find her. I had a client tell me today, he said, Kiera, you have blessed the world of dentistry in so many ways. And I take that as such a huge compliment because not only did we make their practice better, but that doctor is literally working seven to three, four days a week, taking home several millions a year, living their best life, being with their kids, and to be able to give someone their life back.   Be able to help grow them personally and professionally, that is the greatest gift in honor. And so I am so honored that this is the job I get to do. This is the company that we have. And so while systems are annoying, I want to remind you like this is the way that you're actually going to get the freedom, aka the control that you want to be able to see if your practice is working. So I want you guys to recognize we've got to do systems, we've got to do training, we've got to hold accountable. We can't just put it in play. Like there's cure, this feels hard. I know one of our core values is ease. So I'm gonna try and break it down with you.   Of ease. These are things that we've done hundreds of thousands of times. We work across the nation with small boutique practices. We're talking Medicaid, FIFA service, boutique, natural path to multi-locations. I've got a practice that is building, I'm not joking, a 50 op location. So you name it. We've seen so much in our world. We've seen the DSO world. We've seen the private practice world. We've seen DSO's gone wrong. We've seen DSO's gone right. I feel like having that experience and credibility is something whew.   You can't get other than just living through it. And then my job is to give you as much of that and to hopefully work with you, empower you, change your world, whatever it is. All I ask in return is that you leave us a comment, you leave those five stars, and you share this with someone. That's all I ask. Because if we can serve and help more people just like you, that is the greatest gift. You guys know my mission is to possibly impact the world of dentistry in the greatest way possible. That's why I do this. This is why I do it for free. I don't charge you anything. I don't ever, we don't even have ads. We do our own thing because   Wanna make sure that we're giving you guys back high value quality. So, with that, what I want you guys to realize is systems are going to create consistency, profitability, and freedom in ways that individual effort is never going to fix for you. So, number one, systems are what's gonna create that consistency for you. So when a person leaves, we don't want that knowledge to go out the door with them. When someone has a day off, we don't want that knowledge to go with them. We want to have that system of stability through all of it. And that's what it's gonna create. I remember the day that I had my company go through, it was a three month project, and I had us work.   Actually, break down our entire operations manual. There was like a sense of relief in breath that I could relief that I never realized I had. Now, that is a hard project, and usually it's not gonna move the needle for you. I'll tell you that was one of my worst quarters. Profitability-wise, we didn't grow, but stability-wise, we exponentially grew. Now it's been about five years since I did that project, and guess what? We've outgrown those systems. So guess what? It's probably time for us to do it, and we are actually working on our next version of it. And I'm so excited about it because it's gonna be so much better.   We do not like the way you can tell a system is missing is every team member does it differently. So if you walk in and you're having different assistants work with you and every assistant sets it up differently, guess what? You probably don't have a system. You just have people just doing it their own way. If different schedulers or if a scheduler is out and our schedule doesn't go the same way, now that doesn't mean case acceptance is perfect because there are some skills behind it, but that does mean that we have a set follow-up, we do the same billing. If this person's out for a week, everybody would be able to do it. That's going to help.   If new hires struggle to learn, we don't have a system. We have it being where people are telling each other. If results depend on who's working that day, you don't have a system. You have a people thing. So what we want to have is, excuse me, you want to have documented processes, you want to have standardized expectations, and we want everybody to be trained the same way. But we also want to make sure that that system really is getting us the results that we want. So what we do is   I'm big on when we take on an office instead of doing a whole operations manual like I did. You can do that. Don't worry, we can help you with that if that's your like main shebang. but typically what we're gonna do is we're going to look at what is the vision of the practice, what does that doctor and owner want? And then what are the numbers telling us? And usually your number that's the lowest number or what the PL tells us, that's where we're first gonna build systems because everybody wants the system to win, right? Like if I come in and I put in a protocol for I don't know, like scheduling.   But your schedule's great. We're all out on time. We're hitting our productive goals. Sure, that's nice to have. And I'd like it documented of what we're currently doing to make sure, like if that person's out, we can repeat it. But odds are that's probably not my biggest pain point. Now, there is a flip side to that. And I will say that if team members leave, then yes, it is a very detrimental. So at a minimum, I like every team member to have a daily, weekly, monthly, quarterly list of what they do and at least those protocols written down. So if someone's out, I can grab their checklist and I can be like, all right.   Sarah daily does this, and here is where it is in the drive, or here's a video of it, or here's a checklist of it. So that way if Sarah's gone on vacation, nothing that Sarah is doing is dropped. So non-negotiable for me is everybody has to have a daily, weekly, monthly, quarterly. If you want those, guess what? We have them for all of our clients. So makes life real easy. And that's just something we've built, but every person should have that. Then what we're gonna look at is we're gonna actually build systems based on the metrics and the numbers. Because basically we've got the core processes done.   Those are core processes daily, weekly, monthly, quarterly, what do we do? And we've got quick systems built behind the scenes. So that way I've got everybody's job. So if anybody walks out and leaves me, I'm not sitting here like, huh, how do we like it's crazy. Whenever someone goes on vacation, I'm like, awesome. Let's see if we've got a protocol written for this. Let's see if we've written it down. Can we figure out how to do podcast scripts? Can we figure out how to do podcast reels? Can we figure out how we do podcast recordings? Can we figure out how we do payments? Can we figure out how we schedule?   And if we don't have all that written down to where anybody without being told can do it, let's start with that. So, and then after that, let's look at what our numbers are telling us and let's build systems there. So if like a front office doesn't have a great scheduling system, which happens, you get wildly different outcomes based on who's answering the phone, who's there. Once you put into play a scheduling protocol, here's our block schedule, here's how we do all of our scheduling, instantly consistency improves, production goes up, everybody goes home on time. That's a system.   So I believe that great practices aren't dependent on individual memory. They've got to be dependent on you and your practice and like where no matter who comes in, yes, I want eight players, but I want eight players to be able to follow a system and a process. Systems make excellence repeatable. And I think that that is a great line for you to take down. Systems make excellence repeatable. So what do you have going on? How is this for you? And so I just want you to like quickly look through if you don't have your daily, weekly, monthly, quarterly, annual plans, start there.   If you do look at an area based on your numbers and your metrics of where are maybe we are missing in this section that I could have variable results and we could document a process so I get set results per people. That's gonna help you have just a process for it. And like I said, this is going to reduce your stress, give you the control that you're looking for, and the consistent results that I know you're dying for. So next step is systems actually reduce stress and decision fatigue. Once we have a system and a process, like this is how we always set up for a crowd.   This is how we always schedule. This is what we do for hiring. Here's how we place the ads. You don't have to constantly be thinking of what to do. Teams get overwhelmed not because they're busy. It's because they're constantly deciding and making up new processes and protocols. Like, yes, they're busy, but think about what they're busy on. It's like, shoot, we don't know how to hire. We don't have a set process. Like we don't have a recare reactivation process. So it just automatically goes. So our schedule is always full.   Like we always call 20 people every single day, non-negotiable. I don't care if it's a busy day, a bad day, a great day, a wonderful day, a horrible day. We make 20 phone calls every single day and we send out 20 texts every single day, non-negotiable to make sure our schedule is full. Then we have a recare reactivation. So at the beginning of every month, we run these items, we send out the postcards, we send out the letters, we send out the text, whatever your process is, we do that every single first day. For me as a CEO, every single like I literally woke up.   At midnight this month because my standard is by the 30th or 31st last day of the month, all of the money transfers for profit first are made non-negotiable. That's what I do. I don't want to think about it, I don't want to make that decision like, am I gonna save money this month? Am I no, it's just a process, it's a cadence. So when we're missing a system, it looks like team members are asking the same questions repeatedly. Like, pay attention, what questions are coming up? We need a system and a process that's easy and repeatable. Leaders.   Solving problems day in, day out. Doctors, you are the solving machine. It comes to you constantly, constantly, constantly. You don't have a system for that. Or constant interruptions throughout the day. Hey, what do you think we should do about this? Hey, what do you think we should do about that? Hey, there's a process for this. Hey, we already have that written. So, what successful practices do is they create clear workflows. We have established expectations, and then we just repeat build repeatable processes and systems that are very easy to find. So again, that daily, weekly, quarterly has been my easiest one for people to just find like.   What am I supposed to do? I don't know. Well, great. Here's what we do on a daily, weekly, monthly, quarterly per position in our practice. And then here's how to do it. So if daily we join morning huddle, well, here's our process, here's a form, here's the agenda that you fill in and it has it written out. Office manager does this part, dental assistant does this part, hygienist does this part. No one has to think about it. Everybody knows we all come prepared for morning huddle. We win our day.   At the end of the day, we have an end-of-day checklist that just makes sure we have all the pieces checked off. This is what we do. We're set up to win in billing. We know every single first length Monday we run this new report. We're working through these accounts. By the end of the month, I'm expected to get all the way through all those items of every single patient in the AR. every single day I resend batched claims, like those are just systems. New patients, we have a new patient form. We are able to schedule them within 15 minutes.   and we make sure that they are always confirmed 48 hours in advance. We leave no open holes. Like if someone's unconfirmed, they don't get to stay on the schedule. Case acceptance, here's our follow-up process for every single appointment that we we present. Hygiene, here's our period protocol. So every hygienist is presenting period the exact same way. We have NDTR handoffs on our route slips, like simple, easy things that are going to fix your practice because not only will you get higher production, but there's less chaos.   Like team members just know what to do. They're like, well, how do get that well operated? Like, there is the lean management that you can look at. It's really how do I break this down in the most simple, repeatable processes? And for me, I don't like yes have a form so people can follow it, but I'm big on like what can I have the software do for me? What can I do to set this up? So like block scheduling, it's very clear that we don't schedule within that. Now, do people have to follow the blocks? Yes.   So that we just have an accountability piece that we follow this through. And if you choose to schedule in the block, great. We have an audit system. Our OM has an audit system at the end of the week. Anyone who's scheduled inside those blocks gets to call that patient on Friday. Ding, ding, ding. Nobody wants to do that. Nobody, nobody breaks the blocks. We have an end-of-day checklist. It's reviewed every single day and it's turned back into our team members at the morning huddle. We have a morning huddle agenda that we follow, non-negotiable. We have a weekly meeting form. We have L10 meetings that we run with our teams.   These are systems that just make your practice run. And so for that, I want you just to see like systems are going to help create that mental space that you and your practice are craving. And so when you think about your team, think about fewer decisions that they have to make. That's going to give them more energy to serve patients, more energy to be able to like have that customer service, that care, rather than like, shoot, I don't know where I need to schedule this person. Or like, hey, what do I do when a patient calls for this? The goal is that people should be able to do this without you.   So I would ask your team like, what's one or two tasks that if we handled it differently every time, what's one of those tasks that we just every one of us does it a different way? And then let's build a system for that and all of us follow through on that. And then systems just, you know, they do create the scalability and the freedom. So I love to build like you and your vision, make sure your earnings and profit are there. And then we put systems into place, but it should be like systems that lead to scalability and scalability that leads to legacy for you. So you want growth, you want freedom, you want that. Systems are gonna help you do this.   Think if you went and opened up another practice today. Trust me, I did this. I had my first practice for nine months, opened up our second location. Yeah, that was super thrilling. And I thought I had systems. We did not have a system for how we scheduled. We did not have a system for how the doctors were scheduled. We did not have a system for how we check in, check out patients. We did not have a system for how we do sterilization. We did not have a system for how we do hygiene perio. Guess what? That became double. Remember that? Like double the flavor, double the fun, double, I think, I don't know, the flavor with double mint gum.   That's what happened. And it was double the stress, double the chaos, double the nonsense with double the practice ownership. So there's your little jingle for the day. So we have to look to see like, all right, whether you want to scale to multi-locations, whether you want to have less clinical days that you're working, systems are gonna create that scalability. But again, you can have a system written. So we build the system first, we train leaders on the systems. Then this is the third clutch piece is we have to have accountability around the system. I don't know how many teams roll out a billing procedure.   But they don't follow up with it. So then it just goes by the wayside. We create a scheduling protocol, but we don't audit the schedule to ensure it's working. You can't just have a system that has no follow through. It has to have accountability. Otherwise, you're always gonna just have a lot of words, a lot of pretty paper, and not get the results you want. So for me, I'm big on cadences like end of week checklist, end of month checklist. What needs to get done? What are the things that need to be reviewed and audited? Let's create that for you. And we have that for office managers, we have that for   l leaders. this is a big space to be able to have it. And so I think once a a good example of this is there's a doctor who wanted to have a vacation. This is a doctor I've worked with who I think has been in practice for about 20 years. And last year they went on a vacation for a month, a whole month. This doctor went off they went and did golf they went and raced cars. They had just the best time and the practices actually did better than they've ever done. And all the systems were intact. All the team was there.   Team knew what to do. There were a couple of things that the office manager was like, I don't know what to do, Kiera, like help me out. We worked through it. We created a system and a process. So in the future, those things are done. You'll never be able to have everything done. But if they know who to go to, they know where to go. But all the doctors were able to hit production, they were able to run their morning huddles, they were able to have of day checklists. That doctor was able to truly have a real vacation and the leaders were to keep the systems going. They didn't come back to fires and chaos and like the schedule broken.   They have these as systems, they have them as protocols, they have them with accountability, and the practice can continue running successfully without you there. That to me is the pinnacle of systems creating that scalability, that structure. Because, like again, going back to the beginning, where we're like, is it systems? Is it training? It's systems, then it's training, and then it's accountability. Systems train accountability. I wish I could say it sat, like the SAT.   systems accountability training but it's got to go the reverse so STA sorry maybe that's like the beginning of start STA figure R T if anybody wants to come up with an alliteration for me go for it but it's systems training accountability maybe then it's results the freedom there you go there's your start you're welcome so systems training accountability results the freedom okay there's your start acronym I hope that Alex has a good time with these show notes for you   But that's systems, that's scalability, that's repeatability, that's getting the results you want, but it's systems training accountability. That's how we start getting the freedom we want. That's how we start getting the results we want, that's how we start making the progress that we want, that's how we get started. So, what I would recommend is remembering that systems do create this consistency, systems do reduce stress, systems can create scalability and freedom if done correctly with the system written down, documented.   Then trained to the entire team and then held accountable that we actually follow through. And for me in that training piece, I like it to be anything that's automated. Put it on a route slip, put it in a note template, put it as an automated thing at the end of the week, create it to where it automatically emails out to everybody. And here's the checklist that we do. Whatever you gotta do, automate it as much as possible. that should be sk system training, automate and accountability. There you go. Results, the freedom. but really   People are so powerful and systems make that power repeatable. So if you want help on this, if you need help on this, if you want to go from where you are to where you know you could be, if you're sick of being in the rut that you've been in for so long, reach out. Because guess what? You don't need to keep solving the same problems over and over and over again. And when I look at Dental A   Team and the struggles I have, I have hired people that literally know where I need to go and they've been able to get me there. And then I've also had people that didn't know how to get there and it was a struggle for me.   So hire somebody who's been there, done that, and can actually like cut through the noise for you, get your team aligned, get things moving forward. That's what we do. So reach out Hello@TheDentalATeam.com. This is your time to shine. This is your time not to stress anymore. And I can't wait to help you get the freedom, get the control that you're looking for. And systems are a great way to do it. So reach out Hello@TheDentalATeam.com. And as always, thanks for listening. And I'll catch you next time on the Dental A Team Podcast.  

Prime Venture Partners Podcast
From an IIT Bombay Lab to a ₹1,000 Crore IPO | The SEDEMAC Deep-Tech Story

Prime Venture Partners Podcast

Play Episode Listen Later Sep 15, 2026 86:41


What does it take to build original deep tech in India, get some of the country's largest companies to adopt it, and eventually take the business to a ₹1,000+ crore IPO?In 2007, Professor Shashikanth Suryanarayanan started @SEDEMAC Mechatronics out of an IIT Bombay lab. Nearly two decades later, SEDEMAC has become one of India's standout deep-tech success stories. The company crossed ₹1,000 crore in annual revenue, ships around 1 million motor controllers every quarter, and its ISG (Integrated Starter Generator) technology is now on an estimated 12 to 13 million vehicles on the road.It also reached a milestone very few Indian deep-tech companies do: the public markets, through a ₹1,087 crore IPO that was entirely an Offer for Sale, with no fresh capital raised by the company.In this episode of the Prime Venture Partners Podcast, Jerome Manuel sits down with Shashikanth to explore how SEDEMAC went from building proprietary control technologies to creating products adopted by major two-wheeler and generator manufacturers.00:00 Introduction00:59 What Does a Motor Controller Do?03:53 What Is Control Technology?08:43 The Sensorless Commutation Problem16:55 How Technology Creates New Markets22:44 How Sedemac Reached Millions of Vehicles27:33 Why India Needs More Original Technology31:34 “You Will Not Produce a Virat Kohli in Spain”41:50 What Made Sedemac Work?47:40 Building a Technical Team54:53 From Professor to Founder1:00:27 Getting OEMs to Adopt Deep Tech1:09:19 ₹36 Crore to ₹1,058 Crore1:20:08 Competitive Advantage, Profitability & ROCE1:22:44 The Road AheadShashikanth explains SEDEMAC's work in sensorless commutation and Integrated Starter Generators, but the bigger story is how a technology moves from an engineering breakthrough to something millions of people actually use. SEDEMAC had to demonstrate something customers were not asking for, convince large OEMs to test it, validate it over years, and gradually earn adoption across multiple vehicle models.That leads to one of the central ideas of the conversation: technology creators do not always enter existing markets. Sometimes they create the market itself.Finally, Shashikanth breaks down SEDEMAC's growth from ₹36 crore in revenue in 2016 to ₹1,058 crore in FY26, and makes a provocative argument: if a technology company has genuinely created something differentiated and reached scale, that advantage should eventually show up in pricing power, profitability and capital efficiency.A rare look at what it takes to turn deep-tech innovation into a scaled business in India.Connect with Professor Shashikant LinkedIn: https://www.linkedin.com/in/shashikanth-suryanarayanan-6ba85010/Follow Jerome ManuelX (Twitter):https://x.com/JeromeAndManuelLinkedIn: https://www.linkedin.com/in/jeromermanuelRead the transcript for the entire podcast here: https://bit.ly/SEDEMAC-Mechatronics About Prime Venture PartnersPrime Venture Partners is an early-stage venture capital firm backing exceptional founders building category-defining technology companies across SaaS, fintech, AI, healthcare, consumer internet and enterprise software.Learn more: Prime Venture PartnersFollow Prime Venture Partners:LinkedIn: https://www.linkedin.com/company/2780448/admin/dashboard/X (Twitter): https://x.com/Primevp_inInstagram: https://www.instagram.com/primevp_in/Learn more about:Website: https://www.sedemac.com/LinkedIn:https://www.linkedin.com/company/sedemac-mechatronics#DeepTech #OEM #Innovation #Entrepreneurship

Business of Architecture Podcast
How High-Performing Architecture Firms Improve Profitability and Cash Flow | 704

Business of Architecture Podcast

Play Episode Listen Later Sep 14, 2026 52:16


End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework In this episode, Rion Willard sits down with Ashish Desai, CEO of Monograph, to talk about what the numbers are really showing inside architecture firms. Ashish shares a grounded look at how some firms are building stronger businesses without losing sight of the work they love. The conversation touches on profit, cash flow, AI, team habits, and the quiet business patterns that often decide whether a firm feels steady or strained. This is not a theory-heavy episode. It is a clear look at what is changing in architectural practice now, and what firm owners may need to rethink next. The simple metric that can reveal more than most firm owners expect Why "busy" firms can still feel financially tight The hidden shift that may change how architects use technology To learn more about Ashish, visit the website: https://monograph.com/

TD Ameritrade Network
ORCL Proving AI Growth Exists, Question Lies in Profitability & Efficiency

TD Ameritrade Network

Play Episode Listen Later Sep 11, 2026 5:53


Oracle (ORCL) is making a shift in proving AI exists to proving it can monetize off it, says Stephanie Walter. She points to the company's earnings as an indicator Oracle is moving in the right direction. Stephanie's biggest question for the software giant's growth lies in how efficiently it can capitalize on its expanding infrastructure while piling on debt. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The 20/20 Podcast
Dry Eye Done Differently: Systems, Staff and Profitability - Dr. Trevor Miranda

The 20/20 Podcast

Play Episode Listen Later Sep 10, 2026 48:04


Optometrists see the opportunity in building a dry eye clinic but often get stuck on how to get started. In this episode of The 20/20 Podcast, Dr. Harbir Sian sits down once again with Dr. Trevor Miranda to explore the business of building a successful dry eye clinic, from creating treatment protocols and developing your team to improving patient conversion and generating a meaningful new revenue stream.Dr. Miranda shares how dry eye has grown to the point where his practices now generate more revenue from dry eye products and services than from contact lenses. He breaks down his LION approach — Lids, Inflammation, Obstruction and Nutrition — and explains why having a structured clinical philosophy makes it easier to develop treatment plans, train staff and create consistency across a practice. Just as importantly, Trevor explains why doctors should not be doing everything themselves. By developing highly trained ocular hygienists, his clinics are able to run dry eye treatments alongside primary eye care, creating greater efficiency while giving patients more education and support.The conversation also dives into the systems behind a thriving dry eye business: creating a dedicated dry eye assessment pathway, clearly recommending the optimal treatment rather than simply the cheapest option, training team members to confidently discuss treatment, establishing a dry eye champion, setting revenue targets and tracking KPIs. Trevor explains why implementation — not simply acquiring knowledge — is what separates practices that dabble in dry eye from those that truly build a successful specialty service.Finally, Harbir and Trevor discuss the Dry Eye Summit, which brings together doctors, staff, industry partners and dry eye leaders for focused education, hands-on exposure to new technology and practical business strategies. The Summit also offers dedicated training for ocular hygienists and an advanced procedures lab, making it an opportunity to elevate not only the doctor's knowledge but the capabilities of the entire dry eye team. And because the Dry Eye Summit is now held only once every two years, this year's meeting represents a valuable opportunity for practices looking to take their dry eye services to the next level.Key TakeawaysBuild systems, not just a collection of technology. Successful dry eye clinics need structured treatment protocols, patient pathways and clearly defined roles for the doctor and team.Empower an ocular hygienist or dry eye champion. Properly trained team members can educate patients, coordinate treatment, perform delegated services and help the dry eye clinic operate alongside primary eye care.Treat dry eye like a real business unit. Set revenue goals, track referrals and KPIs, hold regular team meetings and continue investing in education and training.About Dr. Trevor MirandaDr. Trevor Miranda is the owner of Cowichan Eyecare in British Columbia, operating five clinics with a team of 12 doctors. He has built two dedicated dry eye centres and a team of ocular hygienists, and is one of the founders of the Dry Eye Summit alongside Dr. Richard Maharaj and Dr. Jeff Goodhew.Dry Eye SummitThe Dry Eye Summit takes place November 21–22, 2026, with an Advanced Procedures Lab on November 20. The ocular hygienist course takes place November 21.Learn more at mydryeye.ca.Love the show? Subscribe, rate, review & share! http://www.aboutmyeyes.com/podcast/

Flourish Academy Podcast
Podcast Ep 430 - What a $200K Photographer Would Do If She Had to Start Over

Flourish Academy Podcast

Play Episode Listen Later Sep 8, 2026 53:38


What if building a $100K photography business could actually be fun and easy? In this episode, Heather sits down with Jessica Wasik, owner of Bark and Gold Photography, founding member of Elevate, and now a head coach inside the program. Jess has built a photography business generating around $200,000 per year, but there was no magic formula behind it. Instead, her success came from experimenting, meeting people, staying visible, investing in education, and refusing to make every obstacle mean something had gone wrong. Heather and Jess unpack the clues behind her success and why you don't need more clients, more stress, or more hours to build a profitable photography business.  You can check Jessica's incredible work here: https://barkandgoldphotography.com/  This episode is also a powerful example of what makes Elevate different. Jess didn't simply learn from Heather; she became part of the community, grew her own business, and now helps other photographers do the same as a head coach. Being surrounded by photographers who are actively creating the results you want gives you something incredibly valuable: evidence that it's possible. Key Takeaways: Success leaves clues. Instead of searching for one magic formula, study how successful photographers think, act, experiment, and respond when things don't work. Experimentation is a powerful marketing strategy. Jess is constantly testing new ideas rather than waiting for someone to tell her exactly what will work. Not every experiment needs to succeed. If something doesn't work, you can simply let it fade away and try something else. Meet people instead of waiting to be discovered. Jess recognizes that if people don't know she exists, they can't book her. Being an introvert doesn't mean you can't market yourself. You don't need to become an outgoing, extroverted salesperson. You can simply connect with people in a way that feels authentic to you. Stop worrying about things your clients aren't worried about. Photographers can spend enormous amounts of energy analyzing things that their clients don't even notice or care about. Learn to turn down the volume on your thoughts. Jess's "overthinkatorium" is a great reminder that you don't have to listen to every thought your brain produces. Look outside your industry for inspiration. Other businesses can provide fresh ideas when everyone in your own industry seems to be doing the same thing. Education can have a tremendous return. Investing in learning can give you skills, ideas, confidence, and strategies that continue paying off long after the initial investment. Don't chase every shiny object. Take what is useful from education and leave what doesn't fit your business or personality. You don't need more clients to reach six figures. You may simply need fewer, more aligned clients who are willing to invest more. You don't have to work yourself into the ground. Profitability and quality of life can coexist. Put yourself in proximity to people creating the results you want. Seeing other photographers succeed can provide evidence that your own goals are possible. Make business fun instead of miserable. There will always be challenges, but you don't have to build a business you hate running. What if six figures doesn't require more clients, more hours, or more stress? What if the photographers already doing it could show you exactly what you're missing? Jess's story proves that success can be built through experiments, education, visibility, and a willingness to keep going. Press play and discover the clues behind a $200K photography business, and what you can start doing differently today. How to Support the Podcast: Subscribe to the podcast on iTunes or wherever you listen to podcasts. Please like, share, and leave a review. If you like the content, please share with your friends by posting on social media so that we can reach and impact more people. Join our next free coaching workshop: www.getcoachedbyheather.com Connect: Heather Lahtinen: Website, Facebook, Instagram 

Velocity Work
#378: Financial Clarity and Law Firm Profitability with Shavon Smith

Velocity Work

Play Episode Listen Later Sep 8, 2026 28:42


What changes when you stop guessing about your firm's financial health and start understanding what the numbers are actually telling you? In this episode, Melissa continues her conversation with Velocity Work client Shavon Smith about the financial clarity that helped her better understand her firm, identify opportunities, and make more intentional decisions about growth.       Shavon shares how looking more closely at write-offs, producer multiple, hours, and financial data changed the way she viewed the business. She discusses the mindset behind cutting time from bills, how tracking the numbers helped her change those habits, and how clearer financial visibility created more confidence around hiring, capacity, and future growth.       This episode will help you think differently about the role financial data plays in running a law firm. You'll learn why understanding your numbers creates more options, how profitability metrics can reveal the health of your business, and why having better visibility allows you to make decisions from a place of confidence instead of uncertainty.            Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar          ‍Check out Ben Gideon and Jeff Wright's podcast Elawvate: Build and Grow Your Law Firm on Apple, Spotify, or wherever you get your podcasts: https://vwrk.cc/gideonasen       Calculate your producer multiple with our free Producer Calculator here: https://vwrk.cc/pm           Get full show notes, transcript, and more information here: https://www.velocitywork.com/377                    Watch this episode on YouTube: https://youtube.com/@velocitywork

The Profitable Steward
Ep. 103 Sell-Buy Marketing & Ranch Profitability with Brian Munger and Wally Olson

The Profitable Steward

Play Episode Listen Later Sep 8, 2026 104:37


Send us Fan MailWhat if ranch profitability isn't just about producing more cattle, but about knowing when to buy, sell, replace, and manage your livestock inventory?In this practical conversation, Jared Sorensen sits down with Wally Olson and Brian Munger of Ranching.fyi to explore Sell➧Buy Marketing, profitability, value, flexibility, and making better business decisions when market conditions change.Sell➧Buy Marketing: Learn how strategically buying and selling livestock can create opportunity and improve ranch profitability.Value & Inventory: Understand appreciation, depreciation, replacement costs, and the true value of your cattle inventory.Changing Conditions: Explore how to manage livestock, feed, and capital during droughts, high feed costs, and changing cattle markets.Better Decisions: Wally and Brian share years of experience helping ranchers think differently about marketing and recognize opportunities.Know Your Options: The goal isn't to predict what happens next. It's to understand your operation well enough to recognize opportunity and make thoughtful decisions when it matters.Connect with Ranching.FYI:

Head Shepherd
Maximising eating quality and profitability in sheep with David Packer

Head Shepherd

Play Episode Listen Later Sep 6, 2026 37:31


This episode comes from our Productivity & Profitability podcast, produced in partnership with Meat & Livestock Australia.How do you breed a lamb that consistently delivers a better eating experience?For decades, sheep producers have been selecting for traits they could easily measure, including growth, fertility and lean meat yield. But eating quality has remained far more difficult to quantify, despite being one of the biggest drivers of consumer satisfaction and long-term demand.On this episode, Mark chats with David Packer, Program Manager – CarcaseValue at Meat & Livestock Australia, to explore how advances in meat science are changing that.Whether you're interested in genetics, processing, meat science or producing lambs that better meet consumer expectations, this episode shows just how rapidly objective carcase measurement is reshaping sheep breeding.Head Shepherd is brought to you by neXtgen Agri International Limited. We help livestock farmers get the most out of the genetics they farm with. Get in touch with us if you would like to hear more about how we can help you do what you do best: info@nextgenagri.com.Thanks to our sponsors at MSD Animal Health and Allflex, Heiniger Australia and New Zealand, and ProWay Livestock Equipment. Please consider them when making product choices, as they are instrumental in enabling us to bring you this podcast each week.Check out the MSD range HERECheck out Allflex products HERECheck out Heiniger's product range HERECheck out ProWay's product range HERE

The Ryan Pineda Show
"Most People Are Broke!" The #1 Profit Killer NO ONE Talks About

The Ryan Pineda Show

Play Episode Listen Later Sep 4, 2026 91:53


Ryan Pineda and Brian Davila sit down with fractional CFO Shelby Ashley to break down why profitable businesses can still struggle with cash flow and the financial systems owners need to better manage, forecast, and scale their money.⁣⁣Connect with Ashley - ⁣https://optimizedfinancialsolutions.com/⁣https://www.linkedin.com/in/shelby-ashley-mba-a72903b9/⁣shelby@shelbyoptimizedsolutions.com⁣__________⁣If you'd like my team to run your marketing & sales department to scale your business apply here https://www.pinedapartners.com⁣⁣Join our private mastermind for elite business leaders who golf. https://www.mastermind19.com⁣⁣Want to be featured on the Wealthy Way Podcast? Apply here https://www.wealthyway.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.com⁣⁣Tired of paying so much in taxes every year? We'll give you strategy, tax prep, and accounting all in one place. https://www.taylor-tax.com⁣⁣Join free Bible studies and workshops for Christian business leaders. https://www.tentmakers.us⁣__________⁣Chapters: ⁣00:00 - Cash vs. P&L⁣01:05 - Where Cash Gets Tied Up⁣06:44 - Real Estate Cash Flow & Owner Pay⁣15:01 - Partnership Opportunity⁣15:35 - Owner Pay & Cash Reserves⁣20:22 - Fractional CFOs & Forecasting⁣30:03 - Success & Profitability⁣32:37 - Valuations & EBITDA⁣36:50 - Bookkeeping & Forecasting⁣45:05 - E-Commerce Cash Flow⁣48:59 - Payment Terms & Billing⁣56:16 - Prepaid Revenue Strategy⁣1:00:23 - Gift Card Accounting⁣1:01:56 - Intercompany Loans & Draws⁣1:07:34 - Marketing & Scaling Ads⁣1:15:10 - Expenses & Break-Even⁣1:16:51 - Business Expenses & Marketing⁣1:18:42 - CFOs & Scaling⁣1:30:11 - Paying for Expert Help⁣1:30:53 - Domains & Mastermind Talk

In The Trenches
The Case for Focus, Profitability, and Saying No to Growth for Its Own Sake

In The Trenches

Play Episode Listen Later Sep 3, 2026 80:32


This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kilpatrick, a leading global law firm with a dedicated search fund team that works with searchers from inception, to acquisition, to exit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.*This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click Here to Subscribe to the In The Trenches YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*Today's guest is Chris Hillier, an entrepreneur, investor, author, and longtime operator in the world of small and mid-sized businesses. He was the co-founder of a company called Benefit Health Advisor, which he started with his brother and father in the midst of the Great Recession. Over the subsequent sixteen years, he grew revenue at a staggering rate of 30% annually, and grew EBITDA by more than 40% annually over that same period.Along the way, Chris acquired a struggling insurance underwriting business that was nearing shutdown, helped grow it nearly fifteenfold, and ultimately sold both businesses in 2018, after which he spent five years inside of the larger organization that had acquired him. Today, Chris invests in and advises entrepreneurs, teaches at the University of Denver, and is the author of "It's About Time" and "Built Different".Our conversation today covers growth, the benefits of specialization, the revenue growth vs profitability trade-off, time management at both a personal and professional level, and how his views on ambition, family, and success have evolved after his exit.

The Clement Manyathela Show
The Dialogue: Eskom's Profitability, is the turnaround sustainable?

The Clement Manyathela Show

Play Episode Listen Later Sep 3, 2026 20:10 Transcription Available


Thabo Shole-Mashao, standing in for Clement Manyathela, speaks with CEO of OUTA, Wayne Duvenage, about Eskom returning to profitability, with the utility’s annual profit more than doubling to R30.3 billion for the financial year ending 31 March 2026; and whether that turnaround is sustainable. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

The Entrepreneur’s Advisor
Your Business May Be More Complicated Than It Needs to Be

The Entrepreneur’s Advisor

Play Episode Listen Later Sep 3, 2026 15:30 Transcription Available


It rarely happens all at once. A good customer asks for something special, a salesperson needs pricing flexibility, a manager wants their preferred vendor. And you say yes, because each decision makes sense in the moment. But string enough of those "yeses" together, and you end up with a business that's harder to run, more expensive to operate, and quietly less profitable than anyone realizes.In this episode of Things Entrepreneurs Should Know, explore where the hidden cost of complexity tends to show up: in averages that mask which customers and products actually drive profit, in the friction created by too many vendors and exceptions, and in the temptation to hire your way out of problems that shouldn't exist in the first place. We'll also dig into how growth can amplify dysfunction rather than fix it, and why owners often become the bottleneck in their own company.Simplifying isn't about shrinking your business. It's about making sure the complexity you carry actually earns its keep.For show notes, past episodes, and more from Things Entrepreneurs Should Know, visit TESKPod.com.Want to continue the conversation? You can reach Chip directly at Chip@Schweiger.CPAFollow the show on Instagram at @teskpod.Things Entrepreneurs Should Know is provided for general informational and educational purposes only. Nothing in this podcast should be considered accounting, tax, legal, investment, or other professional advice.

Ecomm Breakthrough
Throwback: How Can E-Commerce Sellers Boost Repeat Purchases and Maximize Profitability?

Ecomm Breakthrough

Play Episode Listen Later Sep 2, 2026 15:41


In this episode, host Josh interviews Jeff Campbell, a digital marketing expert and co-founder of AI Commerce. They discuss effective strategies for e-commerce sellers on platforms like Amazon and Walmart, focusing on increasing repeat purchases, leveraging first-party data, and tracking key metrics such as ROAS, CPC, and customer lifetime value. Jeff emphasizes the importance of consistent data analysis, understanding break-even points, and balancing efficiency with growth. He shares practical examples and actionable tips for optimizing advertising spend and expanding sales channels, providing valuable insights for both new and experienced e-commerce entrepreneurs.Chapters:Introduction to Jeff Campbell and AI Commerce (00:00:00)Josh introduces Jeff Campbell, his background, and AI Commerce's focus on e-commerce marketplaces.Strategies to Increase Repeat Purchases (00:00:32)Jeff discusses the importance of first-party data, email collection, and retargeting to drive repeat sales.Key Metrics and KPIs for E-commerce Sellers (00:02:49)Discussion on tracking impressions, clicks, CPC, CPO, customer acquisition cost, LTV, and the relationship between paid and organic sales.Tools and Frequency for Data Tracking (00:04:26)Jeff recommends using Excel or dashboards, and emphasizes daily tracking with monthly/quarterly insights.Competitive Strategies and Market Trends (00:05:26)Explains aggressive spending strategies, increased competition, and the need to monitor KPIs closely.Balancing Volume and Efficiency Metrics (00:06:17)Jeff highlights the importance of balancing sales volume and efficiency (Roas), and avoiding analysis paralysis.Identifying the Two Most Important Metrics (00:07:17)Focus on breakeven Roas and sales volume as the primary metrics for most sellers.Importance of Long-Term Data Trends (00:07:58)Josh and Jeff discuss not overreacting to short-term data, but focusing on monthly and quarterly trends.Case Study: Food Brand and Revenue Formula (00:09:05)Jeff shares a food brand example, explaining the revenue formula: traffic x AOV x conversion rate.Optimizing Traffic Sources and Channel Diversification (00:10:23)Describes switching to Walmart for cheaper CPCs and the impact on overall revenue.Using Data for Dayparting and Efficiency (00:11:31)Jeff explains using conversion and CPC data by hour/day to optimize ad spend and efficiency.Three Actionable Takeaways for E-commerce Sellers (00:12:32)Josh summarizes: know your numbers, review metrics monthly/quarterly, and expand channels only after mastering the basics.Closing and Contact Information (00:15:23)Jeff shares how listeners can contact him and learn more about AI Commerce.Links and Mentions:Tools and Websites  "AI Commerce": "00:00:31"  "Excel": "00:04:26"  "Google Sheets": "00:04:26"  Key Concepts and Metrics  "First Party Data": "00:01:14"  "Cost Per Order (CPO)": "00:03:22"  "Return on Ad Spend (ROAS)": "00:04:26"  "Average Order Value (AOV)": "00:10:23"  "Conversion Rate": "00:10:23"Transcript:Josh 00:00:00  Now. I'm super excited to introduce you all to Jeff Campbell. Jeff is a digital marketing veteran and e-commerce entrepreneur and professor at Wake Forest University. His strategic vision and operational approach have led multiple successful business acquisitions and exits. Jeff currently leads AI Commerce, a global digital agency focused on marketplaces and e-commerce, which he co-founded in 2020. So with that introduction, welcome to the show, Jeff.Jeff 00:00:31  Thanks for having me, Josh. I'm excited.Josh 00:00:32  What is there anything that you've done with your agency or with previous experience to really start turning a business that the average order for? I guess the average number of orders per customer, instead of it being one, you start increasing it to 2 to 3 because that's where you start to get this flywheel of, all right, I can spend I could even spend more to acquire this customer that it's not even break even. I'm losing money on the front end, but I make it up in the long in the long run. So are there any strategies or advice you would share to our listeners in order to help get those second, third, fourth sales and repeat purchases?Jeff 00:01:14  Yeah, I can't stress enough how important first party data is, specifically email addresses.Jeff 00:01:19  So if you can get them to your website to somehow register a product or an, you know, there's some rules with Amazon, you know how how you can get information, what you can stick in the box, etc. but, figure that out because I think that first party data is going to be so crucial for brand owners in the future for targeting as as privacy laws will hopefully come out soon. And, and, and the data sharing of of the platforms are probably going to stay heavily with the platform. So, here and now, rant over about one p data. You know, Amazon and most of these platforms have some sort of retargeting, right. So if you know that you're you're hawking air filters and they go out every three months and you need a replacement. Use your email database if you have it, use some of the the first party data of your platforms. Be it Amazon or Walmart. A lot of that does take some DSP work, which comes with a higher price tag. But retargeting is one strong, strong way to to remind people about the previous purchase and time to to repurchase.Jeff 00:02:24  I think that's probably the big one. Again, the email relationship and again, having first party data to be able to do that and then from there create and lookalike models. Right. So understanding the behaviors of those folks and starting to target people, to make maybe their first purchase because they look a lot, a lot like or they act and behave like, past purchasers of yours too. Works really well for that initial. And then you can retarget them as well.Josh 00:02:49  Yeah, it makes great sense. I love that now, Jeff. I would love to dive in further into these profitability or just overall metrics that people should be tracking that become those mile markers that lead to scale. And let's dive deep into what each of those, you know, metrics mean and how, you know, let's say take an an Amazon e-commerce seller today, how they should be tracking them now, and maybe some of the tools they should be using to make sure that they're setting up the correct foundation.Jeff 00:03:20  Sure, sure.Jeff 00:03:22  so, you know, I, I'd really look at making sure you are tracking the standard, you know, impressions, clicks, click through rate, you know, cost, CPC, etc.. we always want to look at that variability as CPC. That's really important. some, some of the other ones, the new to brand metrics where you can get them, the cost per orders and kind of go into that customer acquisition cost and LTV. so CPO cost per order is, is important. and then as we as we know, especially with Amazon and some of the other marketplaces are starting to do this. The reliance and relationship between paid and organic. The more you pay to get some keyword wins, the more you're going to see yourself organic. So you have to compile some of those sales from both paid and organic channels against the cost of the advertising, because there is a relationship there. So looking at that total Roas or that total ACOs or tacos, as the hungry people like to say is important as well.Jeff 00:04...

The Select Sires Podcast
Select Sires Reveals Elite Young Holstein Sires Focused on Health, Fertility, and Profitability

The Select Sires Podcast

Play Episode Listen Later Sep 2, 2026 33:48


Discover the latest NxGEN® and GForce™ sires from Select Sires as experts break down the genomic bulls making waves across the dairy industry. From elite health, fertility, and component traits to influential cow families, listeners will get an inside look at the genetics shaping the future of profitable dairy herds. Plus, hear why bulls like 614HO1813 BAELUM, 550HO18402 HI-BALLER-P, 14HO17486 COBOT, and 507HO18102 RICHARD CHICHESTER are generating excitement among breeders around the world.

The Doers Nepal -Podcast
I Didn't Know Farming Could Be Like This | Inside an American Farm

The Doers Nepal -Podcast

Play Episode Listen Later Sep 2, 2026 51:09


  What does modern agriculture actually look like behind the scenes?    In this deep-dive episode, we sit down with Brad Doyle, Chairman of the Arkansas Soybean Promotion Board and former President of the American Soybean Association,  operating out of Weiner, Arkansas.  Stepping far beyond traditional manual labor, Brad pulls back the curtain on how multi-million-dollar family farms operate today as high-tech, data-driven global enterprises.  You will discover how tractors drive themselves via precision GPS, how growers utilize complex yield-mapping software, and what happens when practical farming meets Ph.D.-level plant breeding alongside his wife Joyce.   The conversation also tackles the profound economic realities of managing capital-heavy operations, utilizing land and equipment as loan collateral, and navigating global soybean export markets. You will hear firsthand how producers beta-test tomorrow's heavy machinery hand-in-hand with major engineers like John Deere, while critically addressing the real operational limits of AI integration.    Ultimately, this episode lets you grasp the scale behind 80 million US acres, showing how farmers increase yields and why 97% of American farms remain fiercely family-owned. Whether you are an entrepreneur, an agribusiness professional, or simply curious about where your food comes from, this conversation completely reframes how technology, business, and tradition intersect on the modern farm.   Chapters 00:00:00 Highlight 00:01:35 - Introduction 00:02:45 - The 3rd-Generation Family Farm & Eagle Seed 00:03:19 - When Farming Meets PhD Science 00:06:42 - Surprise: 97% of US Farms Are Family-Owned 00:09:14 - The High-Stakes Business & Profitability of Farming 00:10:30 - Financial Risks, Bank Loans, & Farm Collateral 00:11:39 - The Generational Shift: From Manual Labor to Tech 00:15:26 - How Modern Farms Fuel Local Rural Economies 00:16:06 - Tech Transformation: GPS & Self-Driving Tractors 00:16:31 - Yield Monitors, Big Data, & Off-Season Planning 00:17:43 - The Reality, Limits, and Fears of AI in Agriculture 00:23:49 - Navigating the Global Soybean Export Market 00:31:11 - The Soybean Checkoff System Explained 00:32:41 - The $80M Impact of the United Soybean Board 00:38:43 - Grasping Scale: 80 Million Acres of Production 00:39:14 - How Farmers Increase Yields While Losing Farmland 00:42:02 - Beta-Testing the Future of Machinery with Engineers 00:44:48 - What Keeps a Farmer Up at Night? (Profitability) 00:47:01 - The Pride and Honor of American Agriculture Want to become a video podcaster? Get info: https://becomeadoer.com/programs/become-a-video-podcaster?utm_source=Youtube&utm_medium=Episode+Description&utm_campaign=BAVP_C2   For Collaborations ✉ Reach out to us at partners@doersnepal.com  

HALO Talks
Episode #613: SoulFire's Formula-Blending Brand Identity, Community, and Profitability in Boutique Fitness

HALO Talks

Play Episode Listen Later Sep 1, 2026 30:03


Welcome to HALO Talks! In this episode, we sit down with Kat and Brooke Wyman, the co-founders behind SoulFire Collective Yoga, a rapidly growing boutique fitness concept in the D.C. metro area. What began as a smaller, community-driven studio at Rehoboth Beach in Delaware, quickly blossomed into a thriving brand with locations in Bethesda and Arlington, thanks to a blend of deep-rooted passion for wellness and sharp operational backgrounds . . . Kat from Lululemon and Brooke from the restaurant industry. Kat and Brooke talk about their path from various side-hustles (and doing literal bike-loads of laundry in the early days of the business!) to now profitable, vibrant, scalable studios that buck the trends seen in the wider boutique fitness industry. Host Pete Moore digs deeper into how their athlete-first approach to yoga resonates with members seeking both community and resilience, their strategies for location selection and market expansion, and the systems that power their rapid instructor onboarding, which bypasses the traditional models for a more immersive, scalable approach. Listen for actionable insights on building authentic fitness communities, the importance of operational complementarity, and what venture-minded investors should consider as SoulFire eyes its next phase of growth. If you're interested in where the HALO sector's heading post-pandemic, or if you're looking for inspiration on how to scale with purpose, this is a must-listen. When it comes to their longevity, Kate states, "I think what's really interesting, and I think what's made Brooke and I unique and what's helped us survive COVID . . . is that we're really good at keeping our ear to the ground and listening for what's needed, but also keeping everything that we shift or change, really on brand and really aligned." Key themes discussed Community-centric wellness spaces and fostering belonging Growth from local studio to multi-location brand Unique founder backgrounds blending retail, restaurants, athletics Non-traditional, scalable approach to yoga business Market selection and suburban expansion strategy In-house instructor training for quality and scale Ideal investors: passionate community members or experienced sector partners A Few Key Takeaways 1. Build Around Community, Not Just Modality: Creating a community hub was the foundational vision for SoulFire. Rather than chasing a trend, Kat and Brooke built a brand rooted in belonging, connection, and well-being, using yoga as the "container" for this mission 00:46 01:21. 2. Cross-Disciplinary Backgrounds Fuel Strong Operations: The founders' experience, one from Lululemon retail management, the other from the restaurant industry, gave them complementary skill sets in branding, experience design, logistics, and cost control. This blend has been instrumental for profitably scaling their studios 08:44 09:40. 3. Differentiation Through "Human Readiness": Soul Fire's value proposition extends beyond traditional yoga. Their focus on human readiness—equipping members with resilience and life skills—sets them apart. Programs like power yoga, activating breathwork, and mat strength target well-rounded physical and mental readiness, not just fitness 14:04 14:52. 4. Data-Driven Expansion Strategy: Location selection is driven by close analysis of demographic and psychographic factor, not simply "gut feel." Their highest-performing studio, Bethesda, serves as a prototype: targeting affluent suburban markets on the edge of large metros, with residents already engaged in other premium fitness offerings. Expansion is further informed by observing successful peers like [solidcore] 17:25 20:08 21:07. 5. Scalable, In-House Instructor Training: Instead of relying on slow, traditional 200-hour yoga certifications, SoulFire developed an immersive, internally controlled instructor training program. This approach speeds up onboarding while maintaining quality and brand standards, enabling fast and consistent scaling 23:02 24:50 25:20. Resources: SoulFire Collective: https://soulfirecollective.com  Brooke Wyman: https://www.instagram.com/_b.wyman_  Kat Wyman: https://www.instagram.com/katwyman/  Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com

SAfm Market Update with Moneyweb
How data-driven farming helps producers improve profitability and sustainability

SAfm Market Update with Moneyweb

Play Episode Listen Later Sep 1, 2026 9:10


Louis Strydom – Sales and marketing director, Omnia SAfm Market Update - Podcasts and live stream

Profit Is A Choice
Profit Doesn't Happen By Accident

Profit Is A Choice

Play Episode Listen Later Aug 30, 2026 13:07


321: Profit Doesn't Happen By Accident Welcome to the Monday Minute with Michele—your quick hit of strategy, insight, and actionable ideas to help you move your business forward one small win at a time. Today the topic is profit doesn't happen by accident. Topics Covered: Intentionality in strategy and tactics Profitability goes beyond simple finances Know what you need your money to do Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: ScarletThreadConsulting.com LinkedIn: Michele Williams   References and Resources: Work with Me The Designers' Inner Circle - Become a Member Today    CFO2Go Strategy2Go

Praestabilis - Marketing Excellence with Connie Ragen Green
Praestabilis – Excellence in Marketing – 163

Praestabilis - Marketing Excellence with Connie Ragen Green

Play Episode Listen Later Aug 30, 2026 15:10


Welcome to Episode 163 of Praestabilis: Excellence in Marketing Welcome to Episode #163 of “Praestabilis: Excellence in Marketing” In this episode, I’m talking about the importance of connecting with like-minded people, as well as people from all over the world that you may benefit from knowing. The online world is an excellent place to connect with people and it is also where I have have been earning a full-time income since 2006. No matter what your experience has been up until now, there are many ways for you to serve others with an online business of your own. Let’s connect and see if I will be the one to help you become a successful online entrepreneur. I am sharing a live session of my “Really Simple Authority Blogging” ongoing training course with you and know you will benefit from the marketing strategies I am sharing and teaching here. Be sure to connect with me at https://ConnieRagenGreen.com or on X at https://x.com/ConnieGreen so I may serve you in the areas where my help could make a huge difference in your results. I’m going to share with you how much fun I’m having with creating simple courses using AI (Artificial Intelligence) in about 30 minutes. I know you can do the same thing. Keep it simple, and add the short course you create to a page on your existing website/blog. In this episode I’m discussing how to use keywords and search engine optimization (SEO) to grow your business. Your prospects and future clients, customers, and colleagues are waiting to connect with you, but if they can’t find you online it will never happen. Make it simple for your target audience to find you by using the keywords and phrases they are most likely to be searching for on Google, Bing, and the other search engines. The Power and Gift of Change”- We are all changing throughout each day, and I think we must embrace this change in order to grow and move forward. Changing can take many forms, and if you look back through your life you will come to understand that you are not the same person you were even a year ago. Here is a quote about this you may resonate with… “Growth lives outside the comfort zone. If it feels uncomfortable, you’re probably doing it right.” ~ Marie Forleo I believe that our businesses are based on the concept of serving others. When you start on online (or even a brick and mortar) business, your goal is to serve others with what you know and to benefit in multiple ways, including by earning an excellent income. I’m sharing several examples in this podcast about my own and experiences with clients over the years. ~ ~ ~ ~ ~ This morning I was reading the message written by outgoing Surgeon General Dr. Vivek Murthy. In it, he stated that his “parting prescription” for the American people is to cultivate a strong sense of community to help themselves and others. He added, “Relationships, service, and purpose are the time-tested triad of fulfillment that stands in contrast to wealth, fame, and power which define the modern-day triad of success.” Here are some other questions I want you to ask yourself: What is your commitment to yourself and to others close to you? Why are you focused on the things that are taking up your time? When will you begin to focus on goals that will allow you to create and leave a legacy? Whom do you trust to get you there? Perhaps my “Monthly Mentoring Program” is right for you. Motivation and Inspiration: What It Takes to Get Your Spark Back” During 2024 I went through a period where I wasn’t as motivated as I had been accustomed to being for many years. This gave me time to explore why I was feeling this way and to hopefully learn something that would help others. My inspiration to do all of the things I love in my business, including writing, creating, marketing, and mentoring was waning and I wasn’t sure why. Within a couple of months I was back on track and this is what I learned… Life isn’t easy, but then it isn’t supposed to be. Being challenged in so many ways on a regular basis makes us stronger and perhaps more appreciative and grateful for what we already have and what we know we can achieve if we believe in ourselves and have even one other person who knows we are special and tells us that as often as possible. Marie Forleo wrote a book titled “Everything Is Figureoutable” – https://ConnieLoves.me/FigureOutAble – Her precept is that if you’re having trouble solving a problem or reaching a dream, the problem isn’t you. It’s that you haven’t yet installed the one belief that changes everything. I’m at conniegreenhouse at yahoo dot com and want to hear from you on this topic, or on anything else. “Merging Your Life with Your Business” as a strategy. We aren’t creating a business we need a vacation from. Instead, we’re creating a “lifestyle by design” where we have the time and financial freedom to live in a way that few people are able to, and with choices around everything we do. If you’ve met me in person, heard me on my podcast, or read any of my books, you know that I am a very positive person. No matter what situation or circumstances arises, I truly believe there will always be a positive outcome on the horizon, and sooner rather than later. But I wasn’t always this way. This is a journey that continues… My first year online was 2006, and very quickly I connected with people I’m still part of a Mastermind with in Austin, Texas. I was invited to speak at an event there a couple of years later. It was hosted by Joe Vitale and Mendhi Audlin was also there. She shared a concept she had come up with that she calls “What If… UP!” The premise is that there is truly a silver lining in everything negative that occurs. I liken this to Newton’s Third Law of Motion: For every action, there is an equal and opposite reaction. My precept and general rule for life is that we can achieve anything we want and feel that we deserve. Others want to help us to achieve our goals, but many times we get in their way by telling ourselves stories that aren’t true. Mendhi’s precept aligns with mine, and a year or so after I first met her she published a book on this… “What If It All Goes Right?: Creating a New World of Peace, Prosperity & Possibility” by Mendhi Audlin reveals the secret to turning possibilities into a tangible reality. It works! https://ConnieLoves.me/WhatIfUp I’m discussing the importance of being willing to “Better Your Best” during this new year, as well as recommending that this be the year you finally embrace AI – Artificial Intelligence – for your business. I have been a student of and someone who uses AI almost daily since February of 2022, and I’m learning from experts Andy O”Bryan and Denise Wakeman in their ongoing AI Success Club. Asking “How Are You Defining Success?” Creating a business as an entrepreneur allows you to live a lifestyle by design, with both time freedom and financial freedom. Think about how you want to live each day and then take action to make it happen. Over the years I’ve changed many things, while others have remained the same. Instead of making changes just for the sake of change, think about what you could change up and what makes sense to remain at least mostly the same. Years ago, I used to put together my blog posts on a single topic, like copywriting or list building or creation digital products into a simple document that I referred to as a ‘Focus Guide’ and gave them away to my list and to my prospects. Each of these documents contained resources and an ‘About the Author’ page that helped me to build my credibility, visibility, and profitability. For the first time ever, I am recommending that you write a book about yourself, your niche topic, and how you serve others. I first did this in 2009 and now I have written and published twenty-eight full-length, non-fiction books on the topics of entrepreneurship, personal, development, and authorship. Life can be messy. Are their ways you can keep moving forward when your personal life is turning upside down? Yes! Finding joy in helping and serving others, as well as compartmentalizing what is currently going on in your life are just two of the ways to deal with change and situations outside of your control. I recommend that you choose two social media platforms to use for the sole purpose of helping your prospects find and connect with you online. My favorite is X – formerly known as Twitter, and I also use LinkedIn and YouTube as my favorite social media sites to grow my business. Please connect with me on these sites and let me know how I may best serve you as you build and grow your profitable business. Is your list of what you are willing to do longer than your list of what you don’t want to do? I recommend a mile-long “to-do” list and a daily schedule of no more than four things that you will work on each day in your business. Find a mentor who believes in you and get started with creating a lifestyle by design that you want and deserve. I’m recommending James Clear’s “Atomic Habits” – https://ConnieLoves.me/AtomicHabits – as a book to help you alleviate your fears. We all have hopes, dreams, goals, and fears regarding our life experiences. I have found that if we build up our confidence and have faith that everything will turn out in a way that will be beneficial to all, we can continue to move forward without negative effects. Having an online business requires confidence. These are some questions to ask yourself: Who will you serve? What are your prospects pain points? What’s your idea? How will it be created, and then delivered? How will you sell it online? Creating a simple product or online course is the beginning of living a lifestyle by design. Reach out to me any time at conniegreenhouse at yahoo dot com if you’d like to know more about getting started as an online entrepreneur. ~ ~ ~ ~ ~ My first online course back in 2006 was a simple one with three audio trainings and a workbook. Then, I began creating more sophisticated, but not more complicated courses. I’ve used the “Really Simple” branding for many courses at least 25 times, as well as using other terms and phrases based on the keywords I am optimizing for with each new course. Having your own online course on a topic you want to become known for will give you leverage to grow your business exponentially over time. It’s interesting to me that we as humans sometimes take things for granted that later on we know we should have appreciated in the moment. What I’m referring to here is having an online business you can run from home, or from anywhere in the world. There’s a window of opportunity that isn’t always open, and right now this window is wide open to everyone. A lot of it depends upon economic factors. I almost went back to graduate school two years ago to study economics, but decided against it because of the film and television writing I’m pursuing, but that’s a story for another time. Someone I work closely with had posted this quote from Richard Branson the other day: “Business opportunities are like buses, there’s always another one coming.” This does NOT apply to online business, but instead refers to starting a physical, brick and mortar business. I know several people in both of my cities who borrowed against their homes, cashed out retirement savings, and sold family heirlooms to start businesses in the community, only to go bankrupt a couple of years later. What I’m saying here is that this is the time to get your online business off the ground and up and running profitably. It’s so inexpensive in comparison, and the biggest expense I incur is what I pay mentors to guide me in the right direction. Yes, I still have a mentor and recommend you do as well. This isn’t coaching, but instead a personal relationship you’ll build over time that could lead to strategic alliance partnerships and lifelong friendships. I’m at conniegreenhouse at yahoo dot com if you want to know more about mentoring with me. The four widely accepted learning modalities (or modes) are known by the acronym VARK: Visual, Auditory, Reading/Writing, Kinesthetic. They are sometimes inaccurately referred to as “learning styles” which implies that each learner has a “style” of learning that should be maximized in all learning situations. Focusing on consistency, productivity, and creativity makes sense for all online entrepreneurs in 2024. I’m also sharing some effective and time-proven strategies with you here that will make a difference in your business, as well as in your personal life experience. Each day I focus on writing, creating, marketing, and teaching/learning/mentoring. My writing began as short and simple blog posts and blossomed into more than twenty-five full-length books. My writing is my oeuvre, my body of work that is my legacy to family, friends, colleagues, and those who follow me. During 2023 I wrote and published more than 400 thousand words. This breaks down to one full-length book, Self-Directed: Inspire, Motivate, and Empower Yourself to the Greatness That Lies Within; the current book on marketing that is more than halfway written; 8 short reports on topics of interest to the people I work with online; one hundred thirty-eight blog posts on three different blogs I maintain; and 382 email messages to my online community. These are  practical strategies for effective time management, emphasizing the importance of creating a balance between work and personal life. Achieving work-life harmony requires effective time management strategies that allow you to balance professional and personal responsibilities. Here are some strategies to help you manage your time more efficiently: 1. Set Clear Priorities: Identify your most important tasks and priorities for both work and personal life. Focus on what truly matters and allocate time accordingly. 2. Use a Time Management System: Choose a time management system that works for you, whether it’s a digital tool like Todoist or Trello, or a physical planner. Organize tasks, set deadlines, and track your progress. Schedules vs To-Do Lists 3. Prioritize Tasks with the Eisenhower Matrix: Categorize tasks into four quadrants: urgent and important, important but not urgent, urgent but not important, and neither urgent nor important. Prioritize tasks based on these categories. 4. Batch Similar Tasks: Group similar tasks together and tackle them during specific time blocks. This reduces the mental load of switching between different types of activities. 5. Time Blocking: Allocate specific blocks of time to different activities. This includes work tasks, personal commitments, and breaks. Stick to the schedule as much as possible. 6. Learn to Say No: Be selective about taking on new commitments. Saying no when necessary helps you avoid over-committing and allows you to focus on your existing priorities. 7. Delegate When Possible: Delegate tasks that others can handle. This applies to both professional and personal responsibilities. It’s okay to ask for help. 8. Practice the Two-Minute Rule: If a task takes less than two minutes, do it immediately. This prevents small tasks from piling up and becoming overwhelming. 9. Limit Multitasking: Focus on one task at a time. Multitasking can reduce efficiency and increase stress. Complete one task before moving on to the next. ~ ~ ~ ~ ~ You’re starting a conversation with your emails, and building a relationship with your prospects, customers, and clients over time. I’ve been online as an entrepreneur, marketer, and writer since 2006, and while much has changed, I believe that more has remained the same. Here, I’m discussing how we marketed in those early days, and why email marketing still remains top of mind. Most recently, I’ve co-hosted an Advanced Email Marketing Conference with Ellen Finkelstein. In April of 2023, I hosted my latest live marketing event in Los Angeles, and more recently I’ve hosted my Santa Barbara Retreat for those I mentor and teach. But like everyone else, I began by attending live events, and eventually virtual events in order to find my voice, connect with other like-minded people, and learn more about building and growing my online business. Guerilla marketing is a way to drive publicity and, as a result, brand awareness by promoting using unconventional methods designed to evoke surprise, wonder, or shock. Guerrilla marketing is the creating use of novel or unconventional methods in order to boost sales or attract interest in a brand or business. These methods are often low- or no-cost and involve the widespread use of more personal interactions or through viral social media messaging. This marketing method has increased in popularity with the rise of ubiquitous mobile and connected technologies that can amplify messaging and focus on target groups of consumers. Some consumers may be more attracted by guerrilla marketing campaigns as they may be more interesting and daring, while others may be turned off because of the perceived “disruptive” aspects of this style of marketing. Please subscribe and leave me a review. And connect with me at https://ConnieRagenGreen.com. Find out more about me HERE. Becoming an online entrepreneur was the best decision I ever made. I’ve been online since 2006 and now help others all over the world to do the same or something similar. We all have times where we are feeling a little down, lost, or confused. Life isn’t easy, and no one makes it out alive! These are my recommendations for how to get back on track and feeling more happy and optimistic about your future… Write! Whether you’re already a writer or are just beginning to think about sharing your thoughts, ideas, and experiences with others, writing makes sense. I write every single day and publish much of my writing as blog posts, short reports, and full-length books. Writing opens your mind to what you want in the future, by allowing you to explore the past through your memories. You can also retell and reframe your stories in a way that will serve you going forward. Start a new project! I usually create products and courses as new projects, but this can also manifest as something you build or create with your hands. I have family members on two continents that love to put together complex jigsaw puzzles. They look forward to these as a new project on a regular basis. Volunteer! Before I started my online business, I promised myself I would volunteer my time and donate money to charitable causes… as soon as I had the time and the money to do so. Once I had my own business, I realized that I had some time and a little money to do this all along. Spend time with new people! As a part of the volunteering I now do regularly, I’ve spent time with very young children, veterans, women starting over after being in a domestic violence situation, and more. This work continues to make a difference in my life. As you can see, there are many ways to get back to your “Why?” and I hope this has been helpful to you. What’s the best niche topic to cover in your blog? I know you don’t what to hear me say “It depends.” so I won’t. Lean in, and I’ll share the very best niche for you, and it’s one that is also the most profitable, will feel more like you’re just having fun, will never go out of style, and will be the one that has absolutely zero competition. Which niche topic and target audience could it possibly be? I won’t keep you in suspense any longer. I learned when I began online 17 years ago that the best niche for anyone is the one that makes your heart sing and is probably a topic you take for granted. I had been teaching school for twenty years and my students were mostly Spanish and Tagalog native speakers. I told them if they wrote just a few sentences every single day – weekends, holidays, and school breaks included – their writing would improve. Those who followed my advice excelled, while those who didn’t floundered. During all those years, I seldom wrote anything unless it was required for my work as a teacher or for my part-time work in real estate. Fast forward to 2006, and I realized not only that I needed to write in order to succeed online, but also that what I’d done with my students would apply here as well. My niche for the next eighteen months was around helping others to write, publish, market, and sell eBooks. I wrote one on real estate farming – choosing and area close to home to connect with people who may need your services – as an example and sold it on my website. Back then, you had to sell eBooks on your own websites, as Amazon had not yet entered the world of self-publishing. My niche and website became “eBook writing and marketing secrets” and this topic took me to six figures. I was learning right along with the people who were learning and buying from me. I then moved that site over to https://ConnieRagenGreen.com to make a name for myself and to branch out to other topics. The bottom line is that you must begin by sharing what you already know something about and love. Blogging is the direct path to the visibility, credibility, and profitability you wish to have in your business. In my business, every idea begins as a blog post. This is where I think and research and brainstorm what’s on my mind in the very beginning. The blog post is ground zero for what could, and many times does become a product, course or program. Blog posts, while based on your idea, can be created with original content, private label (PLR) rights content, guest content, or curated content. While I immediately share my published posts on social media as “micro content” you’ll want to wait at least 24 hours before syndicating your content on Medium. I also teach this syndication strategy in my popular and ongoing Syndication Optimization training program. Next up in your content creation and content marketing strategy is a short report, which you may sell online or give away as a lead magnet. I teach all of this in my Really Simple Short Reports training. This is what we refer to as “cornerstone” content that is extremely valuable. The final step is creating “authority content” by publishing your writing as a Kindle or paperback book to increase your visibility and build your reputation as an expert on your topic. I typically discuss time management and productivity in regards to entrepreneurs, marketers, and authors, and I’ve even co-authored a bestselling book on this topic, entitled “Time Management Strategies for Entrepreneurs: How to Manage Your Time to Increase Your Bottom Line” where we outline in great details the steps you may take to reach a level of optimal productivity and time management as an entrepreneur. But what about everyone else? Doesn’t every person deserve to live the lifestyle they want and deserve, where they enjoy financial freedom and the time to enjoy every moment to the fullest? Of course they do, and that’s what I’m sharing during this podcast. When I began online as a new entrepreneur in 2006, I realized immediately I would need help with technology and graphics, as these were the areas where I had no experience or talent. I bartered for these services for the first year or so, and then began to put together a team of people to support me so my business could grow. When I look back over my lifetime, I see that I have always had a team supporting me, whether it was while I worked as a classroom teacher, or in real estate as a broker and residential appraiser. Even while I was growing up, I was surrounded by people who supported me, from family, friends and neighbors to teachers, clergy, and people in the community. Put together your team and watch your business grow exponentially! When it comes to your visibility as an entrepreneur, where may we find you to see what you’re doing? This expert status comes from your writing, videos and audios, and your social media presence on the most active platforms for your target audience. My three popular and active blogs are at ConnieRagenGreen.com, HugeProfitsTinyList.com, and at MondayMorningMellow.com. Credibility is about what you already know and what you are learning. We all started our online businesses as adults, so we brought our knowledge and experiences with us. It made sense for me to help people write, market, and publish eBooks in the beginning, because I had worked as a classroom teacher for twenty years prior to coming online, and was learning about marketing and self-publishing. Profitability means that you must ask “What’s for sale?” every day in your business. Create your own simple products and courses, recommend others with affiliate marketing, and look into buying the resale rights to sell other people’s products as your own like I continue to do in my own business. The final part of this information on your expert status as an entrepreneur includes productivity, consistency, and attention to detail. Get everything in place as quickly as possible, and your online business is sure to grow exponentially! During my first couple of years online, beginning in 2007 I connected with mentors Alex Mandossian and Raymond Aaron. When I inquired as to what they were doing together as strategic alliance partners, they gave me a brief explanation and told me that I was not yet ready to move up to this level. Over the next two years they helped me to grow and elevate my business and my mindset as an online entrepreneur so that I could connect with others in this way. Seek out the people and groups you wish to be involved with and show them that you have moved past tactics and on to strategies. It will make all the difference and as you uplevel everything you’re doing online in your business, your free time and disposable income will increase exponentially! When I work with people in my Incubator Mastermind Mentoring program, the goal is to move them into position to become a strategic alliance partner with me and others to share their message in a bigger way. WHY did you choose the career you started your working life with? WHY did you get married, have children, and move into your first home? WHY did you make the conscious decision to leave your career at some point and start your business? WHY do you want to be an author or entrepreneur, or coach? WHY do you get up every single day and do the work required to become more successful on an ongoing basis? Everyone must have a WHY and there are no right or wrong answers here. But if you find yourself unmotivated to work or if you find yourself procrastinating on projects, then it's time to re-examine the main reason for your business. Name Your Reason – or Your WHY – for Starting a Business Focusing on your WHY can help motivate you, so write down your reason for starting a business on a regular basis. Did you want to fill your free time? Did you want to earn some play money or contribute to the family finances? Did you want to pay the medical bills of an aging parent or a sick child? Did you want to pay for your child's higher education or private school tuition? In my case, my answer to “what's your why?” was always around having enough income to live life on my terms. Over time, I came to the realization that every choice I was making, and each time I could not do something that had meaning for me, was all related to me needing to earn a paycheck or a commission from the classroom teaching and real estate work I was involved with each day. I missed just about every family event, vacation, and other activities because I was working 60 or more hours a week in order to cover my bills and other expenses. I wasn't angry or resentful because I believed that I didn't deserve to have a better life during those decades. This all changed in 2005 when I began reading books and attending events based on self improvement and personal development principles. Writing these reasons down – no matter what they are because every person's WHY will be different – should help motivate you to work hard. You should feel driven to make your business a success. You should be willing to tackle things outside your comfort zone because you know the end result will help your business. If you're not feeling motivated, then you need to dig deeper. I worked closely with a woman who was struggling to make her online business become profitable, and she continued to tell me that she had no problems or struggles in her life, currently or during her younger years. Then, one day she told me about her granddaughter who had passed away at age twelve and the floodgates opened. We got to the bottom of things, she discovered her why, and her business grew by leaps and bounds, almost overnight! Be Open and Willing to Examine Your Inner Feelings Life is fluid and ever-changing so it stands to reason that your WHY would change over time as well. Even if you started your business because you didn't know what to do once your kids were in full day school, you can change that WHY to something more meaningful now. A mentor once shared with me that she started a service business because she was a single mom and needed to earn money to survive. She was responsible for lodging, food, and clothing for herself and her child. She didn't have anyone to rely on except herself. THIS is enough to make you cry and to hustle for work, knowing that if she wasn't working, she wasn't eating. What are you passionate about that will get you hustling? Are you passionate about a cause or charity that can benefit from your financial assistance? Do you need to pull yourself up out of financial despair? Don't be afraid to own that reason and fight for your business. This is how you will continue to get closer to understanding and recognizing the answer to “what's your why?” Don't be Afraid to Switch Business Gears to Discover Your “Why” One of my mentees admitted to me early on that even though she has been in a service business for over ten years, that she hadn't been motivated to create any classes or products as a source of passive income. She blamed her indecision on a lack of new ideas and a feeling and belief that everything she knew had already been said and done, but I questioned if it was because she didn't feel attached to her particular niche of online marketing. After some more discussion, she agreed and has since modified her services that align better with what she enjoys. I still suggested that she explore a deeper WHY but this is a step in the right direction. Plenty of businesses add or subtract products or services or modify their mission statement. If something about your business doesn't feel right, don't be afraid to make changes. I'm bestselling author and online entrepreneur Connie Ragen Green, and now I can confidently answer the question “What's your why?” with enthusiasm and conviction. My “why” is around the concept of helping others to achieve their goals and dreams with writing and having a profitable online business so they may follow their dreams and passions without having to do work that doesn't make their heart sing or worry about meeting all of their financial obligations with grace and ease. You can double your productivity and be success with a business, or with anything you choose to accomplish in your life, if you are willing to implement what you learn and take decisive action on a consistent basis. Many people come to me to learn how to successful and profitable as an online entrepreneur. But some of them end up saying “I already know that” and moving on to something else. I know that I am able to do more than I ever thought would be possible in my life because I am willing to learn, implement, course correct, ask questions, take massive action and keep moving forward with consistency. Others may be smarter or more knowledgeable, but if they hesitate to take action they will not achieve the results they are hoping for in their business or with anything else. As long as you are specific and intentional with what you want to achieve, you can do it all as an entrepreneur, just not all at once. And we must throw perfection out the window. I have a new saying… The more perfecter your goal, the less purfeckt your results. “Everything we do in our lives is preparing us for something that will arise in the future, even though we don’t yet know what that will be.” ~ Connie Ragen Green Our stories are the fabric of our life. A story sets you apart from everyone else, makes you unique and memorable, and is all you have when it's all said and done. When I was a young child a neighbor girl, seven or eight years old at the time, interrupted my mother in the middle of a story she was telling to ask, “Why do you have so many stories?” My mother hardly skipped a beat, informing the girl that “You'll have stories too, when you get older.” On that evening a part of me became a storyteller in training. Sure enough, it wasn't long before I was telling stories about everything from what I did in school that day to what happened in the neighborhood. I wore my storyteller's hat with pride and now I see that this one aspect of my life was preparing me for what I now do in my business and derive great joy from every single day. The word “praestabilis” is from the Latin and means outstanding, excellent, and extraordinary and this is the goal for you as you make your way in the online world. It took me until age 50 to step into the light and live an empowered life. I achieved this by leaving a job – classroom teaching – and a career as a real estate broker and appraiser to come online as an entrepreneur. I have no regrets about waiting so long, as everything unfolds once we are open to receiving it. There are three top strategies to help you move closer to an empowered life and they include… Writing – Every day, I want you to write! This includes blog posts, outlines, emails to your prospects, clients, and potential joint venture partners. Also, write short reports and white papers to show others who you are and what you know. Finally, write a book to solidify your expertise in your niche, and follow that up with additional books over time. Writing is crucial to our process of standing out from the crowd by sharing what we know and believe. Reach out to me if you’re interested in coming aboard for my “10 Week Author” program. Recent posts on my three blogs are at: “Broken Compass Stories We Tell Ourselves” – https://mondaymorningmellow.com/broken-compass-story/ “The eBook That Changed My Life” – https://hugeprofitstinylist.com/ebook-that-changed-my-life/ “Marketing Secrets from Creative Sources” – https://connieragengreen.com/marketing-secrets-from-creative-sources/ Speaking – I was the reluctant speaker, but once I got past my fears and insecurities you can’t get the microphone away from me. Speak about yourself and your topic to anyone who will listen. I began by speaking at my Rotary Club and I continue to recommend service organizations as a way to break in to speaking. Now I speak all over the world, in person and virtually on a variety of topics. Masterminding – Connecting with others for the sole purpose of reaching your full potential is crucial to life success. Find a Mastermind group to join, or start your own by inviting thought leaders to connect with you in this way. I have a group called the Incubator Mastermind that may be of interest to you. Hopefully, you can see that what I’m sharing with on each podcast will make a difference for you as you build and grow your business as an entrepreneur, author, and marketer. Make sure to think of marketing as a priority and get into the habit of sharing your best ideas and resources with the people who are on their way to becoming your raving fans! I’m always just an email away at conniegreenhouse at yahoo dot com if you’d like to connect with me. I promise to help you keep it simple while you grow your online business. Get started with your own eBook empire by learning how to write an eBook from the person who continues to guide me along this lucrative journey. Take a look at How to Write and Publish Your Own eBook…in as Little as 7 Days from expert and author Jim Edwards. Thank you for this opportunity to serve you as I share my beliefs, perceptions, and experiences as an author, online entrepreneur, and marketing strategist with you. Marketing has become the joy of my life as I continue to learn, grow, and share concepts with others. I'm bestselling author, marketing strategist, and online entrepreneur Connie Ragen Green and I would love to connect further with you to help you to achieve your goals. If you are interested in learning how to optimize the syndication of your content, please take a look at my popular Syndication Optimization training course and consider coming aboard to increase your visibility, credibility, and profitability. The post Praestabilis – Excellence in Marketing – 163 appeared first on Connie Ragen Green Podcast.

Success Profiles Radio
Benjamin Olivares Discusses Succeeding In Luxury Rental Sales and Assisting Clients To Improve Profitability Through His Company, Elite Merchant Solutions

Success Profiles Radio

Play Episode Listen Later Aug 29, 2026 54:41


Benjamin Olivares was this week's guest on Success Profiles Radio. His background in is luxury retail sales where trust, consistency, and client experience are essential. He currently leads Elite Merchant Solutions, helping businesses reduce processing costs and protect margins through compliant cash discount programs. We talked about what jiu-jitsu has taught him about business, his work in luxury retail sales, the differences he has seen working with high-income clients versus the masses, and what high-end clients expect. In addition, we discussed giving clients a memorable experience, how high achievers make decisions quickly, how elite salespeople operate at their peak, and how to navigate through difficult situations. Finally, we talked about what makes Elite Merchant Solutions different from other payment processing providers, how to know when it's time to get a payment processing solution, building trust, and the value of being bilingual in business.

Restoration Today
Scaling Without the Slip: How Documentation Protects Profitability | Master Class S4E8

Restoration Today

Play Episode Listen Later Aug 28, 2026 41:32


Scaling a restoration company brings opportunity—but without the right processes and documentation, growth can quickly impact quality, cash flow, and profitability.In episode 8 of season 4 of the Restoration Master Class, Holly Baldwin of DocuSketch and Alec Demgen of SERVPRO Team Bates & Hogan discuss with Michelle about how standardized processes, strong documentation, employee training, and a consistent customer experience can help restoration companies scale successfully without sacrificing quality.

Restoration Today
Scaling Without the Slip: How Documentation Protects Profitability | Master Class S4E8

Restoration Today

Play Episode Listen Later Aug 28, 2026 41:32


Scaling a restoration company brings opportunity—but without the right processes and documentation, growth can quickly impact quality, cash flow, and profitability.In episode 8 of season 4 of the Restoration Master Class, Holly Baldwin of DocuSketch and Alec Demgen of SERVPRO Team Bates & Hogan discuss with Michelle about how standardized processes, strong documentation, employee training, and a consistent customer experience can help restoration companies scale successfully without sacrificing quality.

The John Batchelor Show
S8 Ep1354: Liz Peek, columnist for The Hill and Fox News, discusses the surprising resilience of the American economy, noting that small businesses are reporting strong hiring and profitability growth based on broad National Federation of Independent Busi

The John Batchelor Show

Play Episode Listen Later Aug 26, 2026 17:50


Liz Peek, columnist for The Hill and Fox News, discusses the surprising resilience of the American economy, noting that small businesses are reporting strong hiring and profitability growth based on broad National Federation of Independent Business and Bank of America data. While consumer spending remains robust, recent data reveals a K-shaped economy, where higher-income homeowners spend extensively on renovations while lower-income consumers trade down at Walmart. Rising interest rates present a critical challenge, slamming the housing market and significantly increasing interest payments on the massive national debt. Lastly, the administration's tariff conflict with Canada is criticized as a major, highly unfortunate, and economically damaging political mistake. (1)

The Agency Profit Podcast
Why Chasing Growth Can Wreck Your Agency's Profitability, with Eric Brown

The Agency Profit Podcast

Play Episode Listen Later Aug 26, 2026 47:58


Points of Interest 00:34 – 02:25 – Introduction: Eric describes his 20-plus years in agency growth consulting and explains that he and his co-founder started their firm to give agencies both a clear growth strategy and the dedicated resources to execute it. 02:25 – 07:02 – Why Growth Isn't a Natural Skill: Eric argues that most agency founders build their business around a craft skill rather than growth expertise, which leaves agencies relying on early relationships until those relationships run out and margins tighten. 07:02 – 15:37 – The Four Pillars of Growth: Eric outlines his framework of positioning, messaging, tactics, and growth operations, starting with a multi-year revenue and profit strategy that anchors everything else. 15:37 – 20:40 – Applying the Framework to LinkedIn: Carson asks for advice on his own struggle to post consistently on LinkedIn, and Eric responds by tying content consistency to a documented plan built around a single core metric: monthly conversations. 20:40 – 23:11 – Vitals, the Growth Readiness Assessment: Eric explains that Vitals evaluates 40 variables tied to an agency's growth readiness, giving his team the data needed to make an accurate diagnosis before recommending a strategy. 23:11 – 27:29 – Clarity, the In-Person Workshop: Eric describes Clarity as a two-day, in-person workshop with agency leadership that produces a growth strategy, a 30-60-90 action plan, and a set of committed tactics. 27:29 – 35:49 – Impact, the Execution Partnership: Eric explains that most agencies lack the internal capacity to execute a growth strategy on their own, so Impact provides ongoing support to move that strategy forward. 35:49 – 39:47 – Reframing Growth as Enterprise Value: Eric introduces enterprise value as a healthier lens than raw revenue growth, tying it to the overall health of the agency and its people. 39:47 – 41:36 – Four Strategic Paths: Stabilize, Sustain, Scale, or Sell: Eric lays out the four strategies his team applies depending on an agency's current position and available runway. 41:36 – 45:40 – When Growth Would Just Scale Losses: Carson and Eric discuss agencies whose real problem is thin margins rather than a lack of leads, and Eric explains why margin visibility has to come before any growth plan is built. Show Notes Connect with Eric Brown LinkedIn Website   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Property Management Business
82. Pros and Cons of Tiered Pricing Models and Profitability with Deb Newell

Property Management Business

Play Episode Listen Later Aug 25, 2026 58:16


Are more doors actually making your property management company more profitable? In this episode, Marc Cunningham sits down with Deb Newell, founder of Real-Time Consulting Services, to challenge some common assumptions about growth, pricing, and profitability in property management. Deb explains why door count can become a vanity metric and why some companies may actually become more profitable by fixing operational inefficiencies before pursuing additional growth. The conversation then turns to pricing, where Marc and Deb debate the pros and cons of tiered pricing models versus dynamic pricing. Marc explains why offering multiple service levels can undermine your position as the expert, while Deb explores how property-level profitability should influence what you charge. They also discuss identifying unprofitable properties and difficult owners, knowing when to raise fees or let an owner go, healthy client attrition rates, and why owners who refuse to delegate eventually become the bottleneck preventing their companies from scaling. If you want to grow a healthier, more profitable property management company—not simply accumulate more doors—this episode will challenge how you think about pricing and growth. Contact Deb Newell for Real Time Consulting at https://www.propertymanagementconsulting.com/ Property Manager Websites - the highest performing property management website in the industry Vendoroo- An always-on AI teammate to handle all aspects of maintenance Enterprise Bank & Trust - Property Management banking specialists   Rentvine - the property management software you can trust   Lending One - real estate loans for investors   Reconcile Daily - corporate & trust accounting experts   PMbuild - Marc's education for property managers   Denver Property Management - Grace Property Management website   This podcast is produced by Two Brothers Creative.  

The Water Tower Hour
Comstock Inc. (LODE): Scaling Solar Recycling, Monetizing Silver Springs, and the Road to Profitability

The Water Tower Hour

Play Episode Listen Later Aug 25, 2026 45:05 Transcription Available


Send us Fan MailIn this episode of the WTR Small Cap Spotlight, Comstock Inc. CEO Corrado De Gasperis joins WTR's Peter Gastreich and Shawn Severson to follow up on questions submitted by investors during the company's recent fireside chat. De Gasperis provides an update on the ramp-up of Comstock's Nevada solar panel recycling plant, its competitive advantages over rivals, and how a proposed EPA hazardous-waste rule could unlock feedstock supply. The conversation also covers silver recovery economics, the approximately $300 million Silver Springs land and power monetization opportunity, the balance sheet position ahead of the pending $20 million Mackay payment, the outlook for Bioleum, and the broader path to profitability. 

Working Cows
Steve Campbell and Will Winter on Prevention of New World Screw Worm

Working Cows

Play Episode Listen Later Aug 24, 2026 66:12


Steve Campbell and Will Winter have decades of experience in keeping cattle thriving. They seek to do this through natural means that don't require a load of pharmaceuticals. Today we are turning our attention toward New World Screw Worm. What is it? Can we treat it? And how do we prevent it?Sponsors:Dominium Wealth (Episode 490)100th Meridian RanchingRanch RightAustin Hart at Redd Summit AdvisorsRelevant Links:Campbell's Daily Apple - Bulk Apple Cider VinegarSteve CampbellWill WinterWill Winter on Working Cows Discussing ACVSteve Campbell on Working Cows Discussing Remineralizing Cattle with SaltSteve Campbell on Working Cows Discussing Selecting Adapted CattleJoel Salatin on Working Cows Discussing Polyface's Approach to Profitability

Ecomm Breakthrough
How to Optimize GMV Max Ads on TikTok Shop (Most Brands Miss This)

Ecomm Breakthrough

Play Episode Listen Later Aug 24, 2026 45:34


Abbie Bekov (Head of Paid Media) shares her expertise in advanced paid media strategies and the best ways to leverage ad spend for maximum performance, including GMV Max ad campaigns.Working with The Amie TikTok Agency for who has become both a TikTok Marketing Partner and a TikTok Shop Partner, making them one of the go-to agencies for brands that want to convert attention into real revenue. She and her team specialize in creating original and trending content, running highly effective TikTok ad campaigns, and building engaged communities that feel authentic and connected.Highlight Bullets> Here's a glimpse of what you would learn…. Importance of upper funnel campaigns for brand awareness and community engagement.Strategies for optimizing GMV Max ad campaigns on TikTok Shop.Role of affiliate marketing in enhancing campaign performance.Product lifecycle management: Cold Start, Mature, and Hero products.Setting and adjusting ROI targets for effective campaign performance.Analyzing content performance to inform affiliate strategies.The significance of community building and creator relationships in TikTok Shop success.Techniques for boosting content and maximizing engagement.Managing product cards and their impact on sales.Best practices for handling promotions across different sales channels.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley speaks with Abbie Bekov, Head of Paid Media at Amie, about maximizing TikTok Shop's GMV Max ad campaigns. Abbie debunks the "set it and forget it" myth, explaining that success requires upper funnel brand awareness campaigns, strong affiliate relationships, and strategic product segmentation across Cold Start, Mature, and Hero lifecycle stages. She emphasizes starting with conservative ROI targets, ensuring consistent ad spend before scaling, and using attribution tools to measure cross-channel impact. Abbie's key takeaway: TikTok Shop demands intentional community building, not just media buying.Here are the 3 action items that Josh identified from this episode:Treat GMV Max as a system—not a tool Don't “set and forget.” Review campaigns weekly, adjust creatives, and intervene when spend or performance drops.Build demand before conversion Run consistent upper-funnel campaigns (views, engagement, followers) to fuel affiliates, boost product card conversions, and create a halo effect.Segment products by lifecycle to scale smarter Categorize SKUs into cold, mature, and hero—then tailor budget, targeting, and ROI goals for each stage to avoid wasted spend and accelerate winners.Timestamps:00:03:35 Introduction to GMV Max CampaignsAbbie discusses the misconception that GMV Max campaigns are "set and forget," highlighting the need for hands-on optimization.00:05:14 The Importance of Upper Funnel CampaignsAbbie explains why running non-GMV Max campaigns like video views and follower campaigns is non-negotiable for brand building.00:08:15 Targeting and Insights from Top-of-Funnel AdsDetails on targeting strategies for upper funnel campaigns and how learnings from them inform the affiliate and GMV Max strategy.00:13:01 A Framework for Structuring GMV Max CampaignsAbbie outlines a three-pillar campaign structure based on product lifecycle: Cold Start, Mature, and Hero products.00:16:20 Setting and Scaling ROAS TargetsAdvice on setting initial ROAS targets, when to scale them, and using budget spend percentage as a key indicator.00:19:29 The Halo Effect of Upper Funnel on GMV MaxExplaining how top-of-funnel brand awareness campaigns indirectly boost GMV Max performance, traffic, and affiliate interest.00:22:10 Manufacturing Virality and Building a Creator CommunityThe discussion shifts to the necessity of intentionally building buzz and relationships with creators to succeed on TikTok Shop.00:28:57 Tactics for Optimizing Within GMV MaxAbbie shares a tactic of manually creative boosting high-potential content that the GMV Max algorithm might be overlooking.00:33:24 Profitability and the Halo Effect on Other ChannelsDiscussing the path to profitability on TikTok Shop and the importance of measuring the sales impact on Amazon and DTC.00:39:37 Cross-Channel Strategy and TikTok Shop ExclusivityThe importance of making TikTok Shop the most desirable sales channel during promotions by offering exclusive deals or bundles.00:40:56 Three Actionable TakeawaysJosh summarizes the key strategies: start with top-of-funnel ads, scale ROAS when spending 80%+ of budget, and structure campaigns by product lifecycle.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTools and Websites"Phospho": "00:38:43""Claude AI": "00:43:50"Books"Breaking the Habit of Being Yourself by Joe Dispenza": "00:43:16"Notable People"Julia (CEO of Amie)": "00:44:22"General Insights"GMV Max": "00:03:58""Upper Funnel Campaigns": "00:05:14""Affiliate Strategy": "00:12:54"Episode Sponsor:This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started my business in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then email me at josh@ecommbreakthrough.com and in your subject line say “strategy audit” for the chance to win a $10,000 comprehensive business strategy audit at no cost!Transcript Area:Abbie Bekov 00:00:00  So usually in every campaign we're running anywhere from like 2 to 4 different audiences in the campaign. And then each campaign, we have content that's kind of specific to that audience. So we're always running lifestyle product education. We try to keep it pretty broad, because the goal for these campaigns is really to get awareness of the brand. All this content that we post for our clients who are very TikTok shop focused. We post with TikTok shop product tags. We're not necessarily doing it to turn all of that into immediate revenue, but we're doing it to put it into our video views campaigns so that somebody sees it. Maybe they'll click the product link, maybe we get boosted traffic, but they just will continue to see content show up. The branch are up again and again with that product link. So when they're ready to buy, when they go down the funnel, th...

Strategy and the Virtual Controller
When Clients Drag You Down: Scope, Delays and Profitability in Client Accounting Services

Strategy and the Virtual Controller

Play Episode Listen Later Aug 24, 2026 45:58 Transcription Available


Building a successful client accounting services practice isn't just about choosing the right software or pricing model — it starts with the clients you choose and how openly you communicate with your team about what drives profit.In this episode, co-hosts Damien Greathead and Penny Breslin field listener questions on some of the most pressing operational challenges facing CAS firm owners today. The conversation opens with a deceptively simple question: how much should your team know about client profitability? Penny and Damien unpack why sharing the profitability of services — rather than individual client financials — can help your team understand the impact of scope creep, delays and inefficiency, without exposing sensitive numbers.From there, they dig into the real-world damage caused by clients who chronically delay. Penny shares how repeated bottlenecks from a handful of clients can derail an entire workflow, stress the team and block the path to higher-value advisory work. They discuss practical strategies for identifying the root cause of delays — whether it's missing documents or unanswered questions — and adapting your communication method to suit each client.The episode also covers the case for vertical specialisation, with real examples of firms that specialised in breweries, dental practices and restaurants, including how deep industry knowledge helped one firm help clients pivot through COVID lockdowns. Damien and Penny close with a candid discussion on AI's actual impact on accounting workflows and the realities of using offshore teams, including why team buy-in matters more than client perception.IN THIS EPISODEUnderstand why service-level profitability matters more than client-level profitability — and how to share that insight with your team without exposing sensitive financial dataIdentify and manage chronic client delays before they derail your entire workflow and block the path to advisory workSeparate "missing information" from "missing documents" in your workflow statuses to diagnose the real cause of bottlenecksDiscover how vertical specialisation can sharpen your marketing, reduce overheads and make your firm the go-to expert in an industryHear real examples of firms that specialised and thrived — including a restaurant specialist who helped clients pivot to distilleries during COVID lockdownsLearn how to respond when clients ask whether AI should reduce your fees — and why the reality of AI in bookkeeping is far messier than the marketing suggestsUnderstand what it takes to make offshore teams successful — and why internal team buy-in matters more than client perceptionExplore how to communicate the value of monthly CAS services to clients who only see the worth of annual compliance workCompanies mentioned in this episode:Moneypennyllc.comQuickBooksXero

Seeds for Success
Balancing Profitability and Sustainability in Modern Orchard Management with Iain MacLennan

Seeds for Success

Play Episode Listen Later Aug 24, 2026 28:59


How can farmers balance profitability, sustainability and productivity in a changing agricultural landscape? In this episode, Local Land Services Sustainable Agriculture Facilitator, Bonnie Mitchell, speaks with Iain MacLennan, Orchard and Farm Manager at his family farm in Orange, NSW, about apple production, sustainable farming and building a resilient agricultural business. Iain shares his journey from working as an agronomist in broadacre agriculture to managing a family-owned apple orchard, including the challenges of redeveloping an established orchard and learning the complexities of fruit production. He discusses the seasonal demands of orchard management, from tree health and pollination through to pest management, marketing and making decisions about future varieties. You'll also hear about Iain’s Nuffield Scholarship research into the intersection of profitability and sustainability in apple orchards, the lessons he’s learned from visiting agricultural businesses around the world, and why focusing on efficiency, diversity and strong production systems is essential for creating a more resilient future for Australian farms. Resources and links: Iain MacLennan: LinkedIn | Instagram Nominate a Mate: If you'd like to nominate a mate (or yourself) as a potential future guest on the podcast, you can do so here: Nominate a Mate for 'Seeds for Success'. Connect: Central West LLS website Central West LLS on Facebook Central West LLS on X Central West LLS on YouTube This podcast was supported by Central West Local Land Services’ Sustainable Agriculture Facilitator. Sustainable Agriculture Facilitators are supported by the Australian Government through funding from the Natural Heritage Trust under the Climate-Smart Agriculture Program. Views and opinions expressed herein do not necessarily reflect those of Local Land Services or the Australian Government. This show is produced in collaboration with SoundCartel. Visit soundcartel.com.au for more information.See omnystudio.com/listener for privacy information.

eCom Pulse - Your Heartbeat to the World of E-commerce.
218. How to Stop Losing Money on Amazon with Andrew Morgans

eCom Pulse - Your Heartbeat to the World of E-commerce.

Play Episode Listen Later Aug 21, 2026 49:37


Andrew Morgans is founder and CEO of Marknology, an Amazon brand accelerator in Kansas City. In fifteen years in e-commerce he has managed over two billion dollars in revenue across 300 brands, launched his own warehouse, and built an AI platform for profitability, PPC, and inventory.This episode explores why most brand owners still do not know their real numbers on Amazon, and why the platform needs to be managed as a P&L, not just a sales channel.Andrew breaks down how storage fees, returns, and blended ad spend across Meta and TikTok quietly eat margin, and shares how shifting from branded search to broader targeting cut one brand's cost per acquisition from forty dollars to eleven. He also discusses building a family run agency and launching his own AI software.Listeners will leave with a sharper framework for finding where their margin is actually going, and why chasing top line revenue without profitability is a losing game.Our podcast is listed in Feedspot's 100 Best E-Commerce Podcasts:https://podcast.feedspot.com/ecommerce_podcasts/Website: https://expanio.com/Podcast website: https://expanio.com/commerce-untold-podcast/Eitan Koter's LinkedIn: https://www.linkedin.com/in/eitankoter/YouTube: https://www.youtube.com/@CommerceUntoldGuest: Andrew Morgans, Founder & CEO, MarknologyAndrew Morgans's LinkedIn: https://www.linkedin.com/in/watchdrewwork/Marknology: https://www.marknology.com/Key Takeaways: • Most brand owners don't actually know their numbers on Amazon, which makes profitable decisions impossible. • Managing Amazon as a P&L instead of a sales channel is the fastest way to protect margin. • Shifting ad targeting from exact-match branded search to broader terms can cut cost per acquisition dramatically, even when ROAS drops. • Vertical integration, agency, warehouse, and personal brands, works best when each piece feeds the others. • Trust with clients is built by under promising and over delivering, not by chasing every channel at once. • Viral moments don't build brands. Consistency and knowing your keyword-level margin do.Chapters:[00:16] Introducing Andrew Morgans and Marknology's Vertical Integration[03:32] Building a Family-Owned Agency From the Ground Up[08:17] Managing Amazon as a P&L, Not a Sales Channel[10:46] Where Profit Leaks: Fees, Attribution, and Hidden Costs[13:41] Case Study: Cutting Cost Per Acquisition by Broadening Targeting[17:00] Focus, Priorities, and Entrepreneurial Balance[21:09] Building an AI Platform for PPC, Inventory, and Profitability[27:43] Expanding Into New Markets and Building Client Trust[41:32] Content, Community, and Closing Thoughts on Testing

Delusional: Winning the Weekly War of Dentistry
BUSY IS NOT SUCCESS: The Comfort Trap Killing Dental Practice Profitability

Delusional: Winning the Weekly War of Dentistry

Play Episode Listen Later Aug 21, 2026 10:43


Your dental practice is busy. Your schedule is packed. You are producing more. Maybe you are booked out for months.So what?Are you actually more successful—or have you simply created a busier, more expensive job for yourself?In this episode of Delusional: Winning the Weekly War of Dentistry, Dr. Todd Snyder challenges one of the biggest lies in dental practice ownership: that more patients, more procedures, more production, and a fuller schedule automatically mean you are winning.They don't.The number that matters is not simply what your dental practice produces.It is what you keep, what the business requires from you to create it, and whether the model you built is giving you the profitability, freedom, quality of care, and life you actually wanted.Todd confronts the comfort trap that keeps dental practice owners doing more of the same simply because the schedule is full and the business appears successful from the outside.More operatories.More employees.More patients.More procedures.More insurance write-offs.More overhead.More hours.But is there actually more profit?This episode explores dental practice profitability, dental practice management, dental business strategy, dental overhead, dental insurance, practice growth, fee-for-service dentistry, leadership, and why being booked six months in advance means very little if the business is consuming your time while failing to produce the return you should be getting.The question is not:“How busy are you?”The question is:“What are you building—and is it actually producing the business and life you want?”Stop measuring success by production alone.Stop confusing activity with achievement.And stop accepting the dental industry's definition of what a successful dental practice is supposed to look like.It is time to get uncomfortable enough to change it.

Chit Chat Money
OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition?

Chit Chat Money

Play Episode Listen Later Aug 21, 2026 65:25


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:58) Copart's Acquisition of CCC Intelligent Solutions (08:04) Industry Trends and Market Headwinds (09:22) AI Revenue Growth and Profitability (13:07) Valuation and Profit Growth of Big Tech (18:52) Future of Meta, Microsoft, Amazon, Google, and Nvidia (22:00) Private Equity in Sports Franchises and Insurance (30:07) Quantum Computing ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

The John Batchelor Show
S8 Ep1304: Liz Peek discusses the resilience of the American economy, noting that high-end consumer spending remains strong despite recession fears. Small businesses are reportedly "humming," with hiring and profitability reaching their highest

The John Batchelor Show

Play Episode Listen Later Aug 19, 2026 17:50


Liz Peek discusses the resilience of the American economy, noting that high-end consumer spending remains strong despite recession fears. Small businesses are reportedly "humming," with hiring and profitability reaching their highest levels since 2026. This economic momentum is increasingly driven by a massive boom in AI development, which has created an exponential demand for long-term capital. However, this appetite for money is pressuring the bond market, leading to higher mortgage rates that hinder the housing industry. Peek highlights a growing divide between red and blue states, where the former are more likely to embrace AI investment while the latter resist it. She also addresses the influence of Hasan Piker, a radical Twitch streamer who mobilizes young men for Democratic candidates like Abdul El-Sayed. Despite concerns about AI-related job losses, Peek argues it is a vital tool for productivity and medical advancement. (1)

Talk Commerce
Protecting Profitability in the Age of AI Shopping Agents with Jeff Otto of Riskified

Talk Commerce

Play Episode Listen Later Aug 18, 2026 22:35


Jeff Otto, CMO of Riskified, shares insights on how AI and machine learning are transforming e-commerce fraud prevention, enhancing customer experience, and protecting merchant profitability. Discover the latest innovations in identity verification, fraud detection, and the future of agentic commerce.key topicsAI and machine learning in fraud detectionIdentity graph technology and cross-merchant fraud preventionBalancing fraud prevention with customer experienceEmerging threats like deepfake and fake customer callsChapters00:00Introduction to Riskified and Jeff Otto02:01The Evolution of Fraud Prevention in E-commerce05:31The Role of AI and Machine Learning in Fraud Detection09:32Challenges in Customer Service and Fraud Prevention13:24The Future of Agentic Commerce and AI Integration17:15Metrics and the Cost of Fraud for Merchants20:54Conclusion and Future Directions for Riskified

Ecomm Breakthrough
The Shopify Playbook: How Brands Are Scaling from 6 to 8 Figures

Ecomm Breakthrough

Play Episode Listen Later Aug 17, 2026 44:03


Joe Putnam is the founder of Conversion Engine, Conversion Engine is an eCommerce performance marketing agency that has helped Shopify stores scale from six figures to eight figures in as little as 12 months. With a background in direct-response copywriting and growth strategy, Joe specializes in crafting Meta ads, Google campaigns, and retention strategies that actually convert. He's helped brands like Bogey Bros, No Rivals, Salt Mafia, and Back Down South Clothing Co unlock rapid growth, including scaling one store from $650k to $10M in a single year.Joe is passionate about demystifying marketing for entrepreneurs, sharing frameworks and real case studies that help brands build sustainable growth instead of chasing quick wins. When he's not helping brands scale, you'll find him training for triathlons, exploring the outdoors, or investing in the next wave of business growth opportunities.Highlight Bullets> Here's a glimpse of what you would learn…. Strategies for scaling e-commerce businesses from six to eight figures.The importance of bold branding that takes risks and appeals to ideal customers.Insights on the evolving landscape of Meta (Facebook) advertising and its impact on ad performance.The significance of creative diversity in ad campaigns, especially after Meta's Andromeda update.The necessity of understanding financial metrics, such as breakeven ROAS and contribution margins, for informed scaling decisions.The role of emotional storytelling in advertising and its effect on consumer purchasing behavior.The integration of AI tools in marketing processes and the importance of human oversight in utilizing AI-generated content.The need for brands to establish a clear growth strategy and a strong brand identity.The value of retention marketing and creating cohesive customer experiences for long-term loyalty.Case studies illustrating successful scaling strategies and the importance of data-driven insights in marketing.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Joe Putnam, founder of Conversion Engine, about scaling Shopify brands from six to eight figures. Joe shares advanced strategies for e-commerce growth, including bold branding, creative diversity in Meta ads, and leveraging AI for customer insights. He emphasizes the importance of emotional storytelling, data-driven decision-making, and retention marketing. The discussion features actionable advice, real-world case studies, and tools for understanding customer psychology, offering listeners a practical roadmap to achieve rapid and sustainable e-commerce growth.Here are the 3 action items that Josh identified from this episode:Choose Your Growth Strategy EarlyDecide whether you'll prioritize aggressive growth (even at lower margins) or profitable customer acquisition from day one. You can't do both—pick one strategy and track your numbers closely.Take a Clear, Polarizing Brand StandDefine the “hill you're willing to die on.” Stand firmly for a specific belief or value so your brand resonates emotionally and your ad creative doesn't try to appeal to everyone.Focus on Retention, Not Just AcquisitionBuild a real brand by creating repeat customer experiences across multiple products. The goal is to deepen trust and increase lifetime value—not just drive one-time sales.Timestamps:00:00:00 Branding That Stands OutJoe discusses the importance of bold branding, taking risks, and not trying to please everyone.00:00:18 Podcast Introduction & Guest BackgroundIntroduction to the Ecom Breakthrough Podcast, host Josh Hadley, and guest Joe Putnam's credentials.00:00:32 Scaling Shopify Brands: The MissionJosh shares his journey and introduces Joe's expertise in scaling Shopify stores from six to eight figures.00:01:57 Welcome & Episode FocusJoe is welcomed; the episode's focus on strategies for seven-figure e-commerce sellers is introduced.00:02:25 Meta Ad Creative & 2026 TrendsJoe highlights the importance of ad creative for Meta campaigns and adapting to recent changes.00:03:07 Meta's Andromeda Update & Creative DiversityDiscussion of Meta's Andromeda update and the need for diverse ad creatives and angles.00:04:41 Implementing Creative DiversityJoe explains how his agency researches and implements diverse ad angles to target different buyer personas.00:05:35 Stitch Fix Example: Ad Angles in PracticeJoe uses Stitch Fix to illustrate the power of multiple creative angles in ad campaigns.00:08:34 Case Study: Scaling a Six-Figure BrandJosh asks about rapid growth case studies; Joe details how a six-figure brand scaled to eight figures in 12 months.00:11:58 Profitability & Retention StrategiesDiscussion on front-end profitability, launching email/SMS, and the impact of retention marketing.00:12:46 Scaling Ad Spend & Knowing Your NumbersChallenges of scaling ad spend, understanding total addressable market, and the importance of knowing financial metrics.00:16:13 Creative Strategy for ScalingJoe explains the importance of strategic, research-driven creative rather than just increasing ad volume.00:17:09 Lightning Rod Strategy & Viral ProductsJoe describes using controversial products to drive engagement and lower ad costs.00:19:17 Consumer Psychology & Emotional StorytellingThe importance of understanding customer psychographics and emotional storytelling in ad strategy.00:21:30 Brand DNA & Emotional MessagingJoe discusses brand DNA research and customer sentiment analysis to create emotionally resonant ads.00:22:20 Case Study: Country Lifestyle BrandA case study on using emotional storytelling to scale a country lifestyle brand rapidly.00:24:29 Branding, Trust, and Competing on AmazonJosh and Joe discuss building brand trust to compete against overseas knockoffs, especially on Amazon.00:27:56 Emotional Connection & Customer InsightsThe role of emotional connection in branding and tools for understanding customer psychographics.00:28:24 Customer Sentiment Analysis ProcessJoe outlines his process for analyzing customer reviews and Reddit posts to inform ad angles and messaging.00:29:38 Selling Through Ads & CopywritingThe importance of ads that sell, matching copy length to product complexity, and leveraging emotional triggers.00:31:49 AI in Marketing & CopywritingDiscussion on how Joe's agency uses AI (ChatGPT, Claude) for sentiment analysis, copywriting, and process optimization.00:35:30 AI Best Practices & Data IntegrationJosh and Joe discuss the importance of feeding AI accurate data and integrating it with business metrics.00:36:25 Three Actionable TakeawaysJosh summarizes three key takeaways: strategy selection, having a brand “hill to die on,” and building retention-focused brands.00:39:33 Bonus Takeaway: Customer-Driven CreativeJoe adds the importance of basing creative decisions on real customer insights and research.00:40:06 Rapid-Fire Questions: Book, AI Tool, InfluencersJoe shares his most influential book, favorite AI tool, and under-the-radar e-commerce experts to follow.00:43:22 Where to Connect with Joe PutnamJoe shares where listeners can find him online and learn more about Conversion Engine.00:43:48 Podcast ClosingPodcast outro and call to subscribe and leave a revi...

The Bar Business Podcast
Happy Hour Profitability and How to Know If Your Bar's Specials Actually Work

The Bar Business Podcast

Play Episode Listen Later Aug 17, 2026 9:31


Good drinks aren't the only thing that can make or break a happy hour.A packed bar can still be losing money.In this episode, I'm breaking down how to tell if your happy hour is actually creating new business or just discounting drinks for people who would have come in anyway.We'll talk about cover count, check average, discounted sales, guest behavior, and the numbers you need to look at before deciding whether your happy hour is really working.Because a busy bar looks good.But if the profit isn't there, the promotion may not be doing its job.

The Boutique with Collective 54
From Margin Crisis to Profitability: The Rebuild with Ravit Gutman | Episode 268

The Boutique with Collective 54

Play Episode Listen Later Aug 14, 2026 32:22


Finance Transformation Firm | Boutique Professional Services Podcast Most founders discover margin erosion long after it starts, because it never arrives as a single bad decision. It shows up as a discount to win the logo, a hire made ahead of demand, scope that quietly expands. Ravit Gutman of Extropy Advisors watched margin compress across her firm and then did the harder thing: she found where it was leaking and rebuilt profitability from the cost and delivery side. In this session, she walks through what she found, what she changed, and what it took to hold the line while the correction was underway. In this episode: • Where margin actually leaks in a professional services firm, and how to find it • The operating changes Ravit made to restore profitability • How she carried clients and the team through the correction without losing either • Margin compression is hitting a lot of boutiques right now, and most founders diagnose it too late • Growing revenue while margin falls builds a bigger firm that is worth less • Recovery is an operating problem, not a pricing problem, which means it is solvable If you run a boutique professional services firm and want to make more money, make scaling easier, and make an exit achievable, join Collective 54 at collective54.com.

Group Practice Tech
Episode 624: The Math Has to Math: Building a Sustainable, Profitable Group Practice in 2026 — with Julie Herres of GreenOak Accounting

Group Practice Tech

Play Episode Listen Later Aug 14, 2026 36:43


Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we chat with Julie Herres of GreenOak Accounting about how there's still good money to be made in private practice, and what you need to know to make it. We discuss: Profitability and intentionality, and what it takes to stay on track Rate changes and cost of living changes impacting group practices How Julie would respond to practice owners who are feeling the squeeze right now Setting up the financials for a healthy practice Compensation for pre-licensed vs. fully licensed clinicians Julie and Liath's predictions for the trend to swing away from VC-backed therapy platforms and back to smaller group practices What group practices can bring to the table that these platforms can't Metrics to track to be able to make informed and aligned decisions in the short, medium, and long-term The value, in time, money, and cognitive overhead, in outsourcing to a trusted expert Julie's upcoming event in September for group practice owners, Group Practice Con Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources: Therapy for Your Money Podcast — Hosted by Julie Herres, founder and CEO of GreenOak Accounting, this podcast helps private practice owners understand their finances, improve profitability, and make confident, data-informed business decisions. GreenOak Accounting for Mental Health Professionals — Specialized accounting and financial guidance for therapists and mental health practices, with services designed to support solo practitioners, group practices, and practice owners navigating growth and expansion. Profit First for Therapists by Julie Herres — Julie's practical, therapist-specific adaptation of the Profit First framework, designed to help practice owners build profitability into their financial systems, pay themselves appropriately, and create a more sustainable practice. Group Practice Con 2026 (Sold Out!) — A tactical, growth-focused conference for established group practice owners, co-hosted by Julie Herres and Joshua Brummel. The 2026 event takes place September 9–11 in Chicago and is currently sold out, but practice owners can join the waitlist through the conference website.     PCT Resources: Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more HIPAA Risk Analysis & Risk Mitigation Planning service for mental health practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training

More Than More
Think like a CFO

More Than More

Play Episode Listen Later Aug 12, 2026 20:23


PATH TO SIGNIFICANCE | You don't have to be a numbers person to think like a CFO. It's about making time to look at the data, understand what's driving results, and use those insights to make smarter decisions about where to put your money, time, and resources. To access the CFO resources, click here.   In this episode:  00:45 Why CFO Feels Hard 03:06 Make Space for Numbers 04:00 What a CFO Really Does 07:22 Strategic CFO Questions 07:59 Profitability and Levers 11:50 Resources to Get Started 12:42 Build Budget and KPIs 15:22 P&L and Reserves Basics 17:36 Using ChatGPT for Analysis 18:36 Best First Step and Wrap   Subscribe to the More Than More Podcast for new weekly episodes as we discuss building meaningful and impactful businesses, careers, and lives through real estate. Apple Podcasts Spotify YouTube

The Level Up Podcast w/ Paul Alex
The Profitability of Patience

The Level Up Podcast w/ Paul Alex

Play Episode Listen Later Aug 5, 2026 3:38


The entrepreneurs who win are not always the ones who move the fastest. Sometimes, they are simply the ones who refuse to quit. In this episode of The Level Up Podcast, Paul Alex breaks down why patience, endurance, and a long-term mindset can become some of the most profitable advantages in business. Too many founders abandon a strategy the moment progress feels slow. They pivot too early. They chase the next opportunity. And they constantly reset the compounding process before it has time to work. In this episode, you'll learn: • Why early friction causes impatient entrepreneurs to quit too soon• How a longer time horizon changes the way you view short-term setbacks• Why consistency and financial reserves help you survive competitors• How staying in the game allows compounding to create bigger results The truth is simple: You cannot collect the harvest if you keep leaving before it grows. Hold your ground. Stay focused on the long-term vision. Build enough financial and emotional resilience to survive the difficult seasons. When competitors burn out, lose focus, or disappear, the entrepreneurs who remain gain the opportunity to capture what they leave behind. Patience is power. Stay in the game and let the compounding work. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Fitt Insider
350. Bobby Bitton, Co-Founder & CEO of O Positiv

Fitt Insider

Play Episode Listen Later Aug 3, 2026 34:44


Today, I'm joined by Bobby Bitton, co-founder and CEO of O Positiv.   Addressing topics like PMS, vaginal health, and pregnancy, O Positiv's supplements tackle generational taboos to address women's needs from first period to postmenopause.   In this episode, we discuss building a category-defining women's health brand.   We also cover: Why going deeper beats going wider Scaling from DTC to omnichannel retail Winning with TikTok Shop and creator-led marketing   Subscribe to the podcast → insider.fitt.co/podcast  Subscribe to our newsletter → insider.fitt.co/subscribe  Follow us on LinkedIn → linkedin.com/company/fittinsider    O Positiv's Website: https://opositiv.com/  Instagram: www.instagram.com/opositiv/  Tiktok: www.tiktok.com/@opositiv    -   The Fitt Insider Podcast is brought to you by EGYM. Visit EGYM.com to learn more about its smart fitness ecosystem for fitness and health facilities.   Fitt Talent: https://talent.fitt.co/  Consulting: https://consulting.fitt.co/  Investments: https://capital.fitt.co/    Chapters: (00:00) Introduction (00:28) O Positiv overview (02:27) Co-founder dynamics (04:12) Getting their start (05:01) Flow product and PMS relief (05:50) Brand voice and approach (07:30) Split talent and domain expertise (08:20) Company scale and revenue (09:35) Category leadership (10:40) White space strategy (15:00) Product innovation pipeline (18:20) Retail expansion and partnerships (20:30) Profitability trajectory (21:35) Marketing evolution (23:00) DTC to omnichannel shift (25:15) Measuring incrementality (30:00) Deeper not wider strategy (31:45) Focus and team clarity (32:25) Where to find (33:49) Conclusion

Dental A Team w/ Kiera Dent and Dr. Mark Costes
#1,182: What Every Owner Needs to Know (But Most Realize Too Late)

Dental A Team w/ Kiera Dent and Dr. Mark Costes

Play Episode Listen Later Jul 29, 2026 20:06


It's a common trajectory: Dental schools create great dentists, but they don't create good business owners. Kiera shares three critical (but attainable!) tips for creating a profitable, scalable, and enjoyable practice, so doctors can continue doing the work they love. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent- Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera. And today I'm excited to chat with practice owners, office managers, and to kind of just talk about like what every practice owner should know. But I think a lot of us learn that too late. Myself included, I feel like business owners, I feel like we are great at our craft, but at business we learn it a little too late. And so I think that like I looked at all of our students at Midwestern and they learned how to be great dentists, but they didn't.   learn how to become great business owners. And we hear this all the time. I'm not saying anything new. I just think that a lot of practices hit ceilings because it's not their clinical skills. It's the business outgrows their knowledge. It's like, hey, take me to the moon. You're like, I've never been to the moon. And so I think just being able to help practice owners today realize in office managers, like leadership systems and financial decisions really are like the core. That's why we call it the yes success model. So you, that's the leadership,   systems and earnings. Like that's really what makes up a successful practice. But I feel like that feels so easy. But I want to just walk through like what are three things that every business owner needs to know to have a profitable, scalable and enjoyable practice. You guys the Dental A Team like we work with hundreds of practices across the nation from startup practices to multi-million dollar offices. And what I realize is the challenges are all the same. Like it's fundamentally stays the same. It just gets bigger or smaller based on the size of practice that you're in. And so   I think so many people know how to work really hard. I think so many people outproduce their problems. I think so many people they just it I hear all the time when people are calling to work with us, like Kiera, I just don't know what I don't know. And so today I just want to go through like, let's just talk about three things that I feel like every single business owner needs to know and some tactical ways that you can implement this. So hopefully it takes you from being stuck to unstuck. If you've heard this in the past, maybe you're hearing it at a different time. I know for me these are three fundamentals that I go back to no matter what phase of the business I'm in.   No matter what size of practice I'm in, none of that. So number one is going to be your leadership is like completely the like growth of your business. And your business will never outgrow your leadership. And so your business is a reflection of you as the leader. I remember reading Jocko Willink's book about that extreme ownership. And it was like everything about your business is a reflection of you. And when so when I'm frustrated of the systems or the scalability or the lack of accountability, that's me. And so when we have that.   I hate this, but I love this. Is where can we get consistency? Where can we stop the firefighting? Where can we like make sure that we've got stronger accountability? And where can we make sure that the doctor's not carrying everything? Because I think so many doctors are like, I'll just do it. I got this. Like, I I'm a hard worker. I know how to GSD. I know how to get through this. But I'm like, okay, we've got to figure out how like being a leader is not just a title. How do we create more clarity and how do we create more consistency? And how do we develop leaders and owners within our organization?   And so for this, like when I look at our leadership and how for you not to get stuck in that, like being a great leader is being able to make hard decisions. Being a great leader is how do I create clarity and consistency for my team? Being a great leader is how do I make sure that my team understands the numbers and we use those numbers to guide our decisions. we were going through a whole list the other day of of topics of leadership. And I was like, gosh, I like leadership is   It's a journey. It's an evolution. It's not something that you just do overnight. and I think about Kiera as a leader when I first started and she was erratic. I was like, I was turbulent. I had so many pieces. but leadership is maturity. it's how do I get people to buy into a vision? How do I rally them and how do I get them to buy into a vision? How am I to be a CEO versus a manager and really understanding the difference of those two hats? How do I have time management where I   Truly focus on the most important things, not just because I'm capable of doing it, but because I'm the only one that can do it. How do I delegate and work through my team? How do I like learn people and work to their strengths and work to their superpowers? Working through my team, not just working with my team, using my team. How do I have the art of influence? How do I grow my team members into incredible people? How do I see that potential when I'm hiring? How do I hire better? How do I figure   like leading, managing, and holding people accountable. How do I have consistency? How am I an example, but not the one who has to do everything? how do I value my team? Do I see them as an asset or a liability? How do I help my team feel valued without being the one who does it all? Like there's a there's a there's a great quote over here today that says I cannot give you the formula for success, but I can give you the formula for failure, which is try to please everybody. And that's by Herbert Swoop. And I thought about that as I was prepping for the podcast today of   That's I think in leadership where I'm not trying to please everybody. I'm going to make decisions that upset people, but I'm always going to make decisions that are in the best interest of the business. how do I own my mindset and make sure that I'm showing up with that clear, sharp mind? How do I have like mental health and grit and make sure I'm having that? What about creating culture, getting a team of ownership, having like my office manager, doctor, duo and having that relationship? What about performance management of my team?   So when I look at this and I think about this, like leadership, like you developing and growing as a leader. And I think that when I go back to this of like a lot of owners just think like I owned it, I got the title of a leader. But leadership is this evolution and this journey. It's becoming, it's evolving. It's all those pieces I listed off, and yet it's not a, it's not a checklist. Like, how do I learn to listen and not react? How do I learn to have my team come up with solutions rather than me?   So I rattled off a lot and all those can hit people at different phases of business. And I believe that I can check one of those off and then I can move. And then my team will double in size or our business will double in size. And I might have to go back to the beginning and the basics again of like, all right, I gotta figure out again how to work through my team. we went from having where me and our team was doing it to where now we're bringing on the C suites and the leader I need to become to manage a C suite versus the leader I needed to be.   Run when Tiff and I were just running the business together. The way I act and interact with my EA and personal assistant today versus when I first had one. It's an evolution. It's a leadership. It's an evolution of who you are. And so it's how do how do we become better at leadership? And I would say listen to podcasts, read books. some I I go back to fundamentals. I read the go giver constantly, I read traction a lot. It's so but boring. Like, sorry, Gino, it's very boring.   read the book, How to Be a Great Boss, Crucial Conversations, Discipline Without Punishment. Those are just some great books, but also look at great leaders and what do they do. For me, I'm a big mimic and mirror. So I talk to people, I talk to dentists that have really great cultures. This is why I love our mastermind group. I bring the best of the best of the best together. And I know because we work with all of them and I know our dentists personally, I have a lot of my great core leaders that I know are just dynamite leaders.   I have them share what do they do? How do they have it? How do they have performance reviews? How do they give cr like critical feedback? Some of the dentists early on in my career. I had them practice these conversations with me, like literally would have to send me voice memos. Practice your leadership skills. Use a consultant. Let's talk through how we're gonna have this conversation, how are we gonna talk to our team about this? But really I think like if I break it down to the nuts and bolts, it's how do I get a team to buy into a vision? How do I make sure that we hold accountability and ownership?   And how do I make sure that I maintain consistency and clarity? I think if I boiled it down and that's a rift on my own side, like not prepped, those would be the pieces I'd boil down. And so how do you become a stronger leader in those areas? And again, there's just indecision is worse than a wrong decision. And so just making those decisions, being more confident in yourself. someone once said like 2.0 is sitting here, and I think about Kiera 2.0, like she wasn't born, she was created.   Leaders are not born, they're created. You've got to like flex and strengthen that leadership skill because your practice can never outgrow your leadership. And if you want to get to the next level of growth, whether that's financially, whether that's profitability, you have to flex and become a different leader. If you've got pure chaos in your office, that's you. If you've got people who aren't falling through, that's you. And that doesn't mean you have to go fix it. I mean, that's you tolerating that. And that's the standards of your practice. Your business will always fall, not to what you say, but what you tolerate.   And so being that leader that raises the standards, I this year I was annoyed. I was like, okay, we're going for outcomes over activity. I realized I was tracking activity, but that's not moving our company forward. We need to be tracking outcomes. Our team is flourishing. But me as a leader, I need to be looking down the line and seeing, and I need to be developing myself as well. I go to the gym, I put myself into a complete fitness competition where I wanted to get to my best physical, like PRs, physical fitness. I went through   A cut. I've never done a cut before. I push myself physically, mentally, often because to me that's a a different pressure test that's gonna sh like allow me to show up better as a leader as well. So it doesn't even have to just be within your practice. Discipline at the gym, discipline in working out, discipline in how you show up, discipline in how you eat, those things are going to make you a far superior leader. I will tell you.   Going through a cut where I had the least amount of calories, I was the strongest, most sharpest leader I've ever been. And I was exhausted. But I knew I needed to show up and I needed to be stronger and I needed to think better ways. So those are going to be some zones hopefully that will help you on leadership. The other one that I found that a lot of people miss is we talk about so often, but systems truly do create freedom, not restrictions. And I think people think that they need to have really strong and lots of systems. And even our team was doing this, but realistically.   There's just a few core systems that need to be in place. There's not a lot of systems that actually need to be there, but they do need to be consistent. They do need to be scalable, and they do need to be followed through on. And so when we look at it, our team was going through and there's there's business fundamentals like core value, vision, mission, org chart, meeting cadences, figuring out our BAM, figuring out our projections, looking at our overhead. Like those are business fundamentals. And then there's systems. And we actually broke it down and we're like, gosh, if we just put into place like 10 core.   Most things are going to get better. Most things are going to get fixed. Most things are going to get resolved. But they're not sexy. They're not fun. They're not things that I'm like, my gosh, like, let me get on a podcast and tell everybody, like, let's just fix these seven items. But that's all it really is. But I think that what happens is we want to continue to scale. We want to continue to build. For me, I want to reinvent, reinvent, reinvent, reinvent. But that's actually not something that's going to grow us. And so it's like,   Just having KPIs that we track and monitor and we use those to make our decisions, having a solid morning huddle with an agenda, following set meeting cadences, having proper handoffs, having a proper scheduling protocol, having case acceptance protocols, having a collections protocol, working on new patients and referrals, having a period protocol, recare reactivation. Like those are really core items that if you have those systems where you follow them and we scale them and everybody's doing it the same way, 95% of your problems get fixed.   Of course, there's other ones. There's hiring, there's onboarding, there's leadership, there's all these other ones. But I think so many people don't want to just be at the basics. We want to reinvent the will. We want to do these things, like have job descriptions at the end of days. Like just do it. It's boring. It's not fun. People are like, wow, wow. We have to have a a morning huddle prep sheet. Why do pilots have checklists? Like the checklist manifesto. They create freedom, they create predictability, and they create systemization. That's all you need to do.   And I found that when offices follow it, when we have it in place. And for me, I also don't want systems to be something that people have to remember. How can I have it as a true system like Chick-fil-A where their burgers come out with three pickles every single time? How do I make sure that our schedule has the same system every single time? How do I make sure that our our handoffs have the same thing every single time? And I don't have to hope that 15 team members remember it. We're gonna put this in to where we have it consistent every single time, no matter who's doing it, no matter what new team member comes in.   That is scalability with systemization. And so have it documented, have it simple, have it repeatable. That's gonna get duplicated. So I think for offices, systemization really that that's the core. That's the systems. It's not sexy, but it is very, very effective. And then the third things that I think a lot of people don't realize, including myself, is you have to know your numbers better than anyone else. That's better than your CPA, better than your financial advisor. You have to know, and that's not just production, that's profit. Like I remember someone said,   production feeds the ego, profit feeds the family. And I think about this all the time. Like, you have to know your production. And I'm talking net, not gross, your collections, your overhead. Then within your overhead, like what is our payroll? What is our supplies? What's our marketing? What are our labs? What's our profitability? And then what's our billing and our AR? You know those numbers. You're solid. You can make so much stronger decisions. You don't, you have financial surprises, you make poor decisions, you're on reactive rather than proactive.   You grow, but you don't have profit. Like, I can't tell you how many offices I've that are singing the five, six, seven, eight million and they have no money. And I'm like, golly, you're making so much money, but you don't know how to keep the money. You gotta make the money and you gotta keep the money. All right. Like that's what we gotta do. So you have to make sure that our profit is there and we can't be willy-nilly. To me, you guys know I talk about the MMs. I do money and meditation in the morning. So triple for you morning, meditation, money. Look at it every single day. Look at your P and L.   If you don't know your overhead and your profit right now without looking, you gotta know it better. You have to. And that's a doctor and an OM. You must know this number. This number creates all the drive. Profit is the only number I actually care about. Like I can sit here, we can track all the KPIs, so many things, but if your profits down, everything else in your life is hard. Your profits up, most things in your life are really easy. Money solves a lot of problems. And so let's have profit. Let's have like I'm stressed out, I'm moving my hair around. Like   I don't enjoy this. This stresses me out because you've got to know your numbers better than anyone else. You don't sit here and lie, if your CPA is not delivering to you by the second of the month, like the second week of the month, get a better CPA. Like they work for you. You have to know your numbers. You have to be confident in them. And if things fill off, challenge it, question it until it gets right. Don't just sit here haphazardly. That is not a strong business owner. This one fires me up more than anything because I used to not know my numbers. My husband was like, Kiera, I don't get it. Why are you broke? And like,   I don't know. Well, I learned this great thing about AR. I had like a hundred grand sitting in AR that I didn't know about. We weren't collecting properly. You better believe I fixed that real fast to where I'm never gonna be in that situation again. And you layer by layer by layer, you get more and more and more financially savvy, but you have to know your numbers better than anyone else. You know your production numbers or so, I hope. If you don't know that number, but do you know your collections? Do you know your collection percentage? Do you know your overhead? Do you know your payroll percentage? Do you know your supply sip? If you don't,   You must learn that. So I'll get off my rant. But this was funny. They said production is a vanity, profitability is a reality. And I think that that's a good anchor line of yes, it is. Profitability is your reality. So your numbers are gonna tell the truth whether you choose to look at them or not. The truth is always there. Some of us don't want to like get on the scale and say weigh. I had a great trainer tell me, she's like, Kiera, that number means nothing other than giving us data and information. It's not my   Self-worth, it's nothing. Just like your profitability is just a number on a scale. It just gives us data. If we spend more money on payroll, this is the number that we get. We make better decisions if we know. But I will tell you, your success, your happiness, your stress is all tied to you knowing these numbers or not. And a lot of people are like, no, no, no, I don't want to. Yeah, right. You're sitting in stress constantly that you don't even realize. So know your numbers. Schedule a monthly financial review. Commit to knowing the story behind your numbers.   Like, do money meditation with me every morning. Just have your bank account on there. Just look at it every morning. Look at your PL every day. I don't care. Do not sit in excuses on your money. You're a business owner, you've got to know this. So I hope that wasn't too much of a rant. But I hope it gave you some good tips on how to have leadership. some good money books. I love Profit First by Mike McAllicks. I also love Money Master the Game by Tony Robbins. That was a long book, but it taught me a lot.   there's some great financial podcasts out there. there's also some really crummy ones. I The Psychology of Money was another great one that I read that was on financial. systems, the checklist manifesto is a great one. Come up for air is a great book. There's several great books based on where you're struggling. But if you notice, this is our yes success model. You as a leader, earnings and profitability, system structure and scale. That's what it is. And every single one of those will give you the yes success model.   You've got to take care of them. You've got to do leadership. You've got to do profitability. You gotta do systems. The yes success model follows constantly. So what part are you the weakest in? What part are you the strongest in? And where do you need to grow? This is the zone like you're not a great practice is not built by accident. It's intentional, it's focused, it's consistent. I had another great trainer. She said, Kiera, it's not about perfection, it's about consistency. That's I don't care if last month you didn't look at your numbers.   I do care if you consistently are not looking at the numbers. You aren't, I'm not expecting perfection, but we do have to have consistency. So how can you have more consistency? And if you're feeling overwhelmed, it doesn't mean you're failing. It just means that you've outgrown the current systems, you've outgrown where you're at, you've outgrown the knowledge. It's kind of like the Wi-Fi symbol. You're just popping up to the next level. And your next level of growth comes from working harder. Like it can, but it usually comes from knowing your business better, leading better, making better decisions with finances. So this is what we're obsessed with.   I love to help you. I love our team to help you. I love you to be a part of our community. We talk about this every single month. We talk about this in person. Come be a part of it. Like for me, I'm not going to get a six-pack without a trainer overseeing me. You might not be able to grow your business without a trainer overseeing you, an advisor helping you, somebody getting you out of the rut, somebody helping you get to that next Wi-Fi symbol. So let's help you out. Reach out. Hello at the Hello@TheDentalATeam.com. You guys, this is your life, your practice. And I feel like these things are not known. I feel like they're kind of known.   But knowing and executing are the difference between winning and losing. Are you just gonna know the facts or are you gonna actually execute on it? The challenge is there, the choice is there, and I hope that you choose to be somebody who executes. Reach out, let's get you out of the hole. Come on, let's do Hello@TheDentalATeam.com. And as always, thanks for listening, and I'll catch you next time on the Dental A Team podcast.