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The Efficient Advisor: Tactical Business Advice for Financial Planners
Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
NIO founder, chairman and CEO William Li held a private media briefing on November 27, 2025 at NIO headquarters in Shanghai where he made a bold statement about Q4 profitability targets. When asked if there's a backup plan in case profitability targets aren't met on schedule, Li responded there is no Plan BThis statement comes two days after NIO reported Q3 2025 earnings showing net loss of 3.48 billion REN, the lowest since Q3 2022, and adjusted non-GAAP net loss of 2.74 billion REN, down 38.0 percent year-over-year. During the November 25 earnings call, management reiterated confidence in achieving the company's first quarterly profit in Q4 2025 with the goal of reaching full-year breakeven in 2026.But, NIO revised Q4 delivery guidance downward from the previously stated 150,000 unit target to 120,000-125,000 vehicles, a reduction of approximately 25,000 units. This means NIO is attempting to achieve profitability with lower deliveries than originally planned, making the margin of error extremely tight.Analysts are divided on whether NIO can achieve Q4 profitability. CMB International projects NIO will likely miss the Q4 breakeven target, estimating a net loss of 1.6 billion REN with non-GAAP adjusted net loss of 700 million REN, citing challenges in controlling sales and administrative expenses. Conversely, JP Morgan believes NIO is poised to turn profitable in Q4 and reach a profitability inflection point in 2026.Li addressed several challenges during the media briefing. He stated the abrupt withdrawal of trade-in subsidies significantly impacted the market in ways the industry hadn't anticipated, leading to a sharp decline in new orders across the sector. Multiple Chinese provinces and cities phased out vehicle trade-in subsidies over recent months, and starting January 1, 2026, new energy vehicle purchases will face a 5 percent purchase tax instead of full exemption.Li's strategy is to maintain price stability because NIO still has backlog orders for the all-new ES8 which performs well in its segment. He acknowledged that all other models except the NIO ES8, Firefly, and upcoming ET9 have been affected by market conditions. The ES8 is critical to Q4 profitability as it's NIO's highest-margin vehicle with management targeting 40,000 ES8 deliveries for full-year 2025, the majority coming in Q4 with margins exceeding 20 percent.Li also revealed a significant strategic shift in NIO's business philosophy, stating the company is no longer solely pursuing sales volume but focusing more on operational quality with the core goal being annual profitability. He noted NIO has invested heavily in foundational R&D over recent years including chips, operating systems, and the 900-volt high-voltage platform, and this foundational work is now complete with subsequent efforts requiring less substantial investment. Quarterly R&D spending of 2 billion REN remains sufficient to maintain competitiveness.Importantly, Li acknowledged that with just over 1 percent market share in China's 30 million-unit annual vehicle market, NIO lacks the standing to consider ventures beyond automobiles, stating for a considerable period the company will remain focused on refining automotive products, working hard to build them and sell them.Li acknowledged Q1 2026 will be traditionally challenging for the auto industry but noted NIO still holds a backlog of ES8 orders to help cushion the impact. He expressed confidence in achieving the full-year 2026 profitability target despite market uncertainties.This episode analyzes what no Plan B actually means across three layers: organizational focus, all-in mentality, and market messaging. It examines whether this bold public commitment is confident leadership or sets up potential credibility damage if targets are missed. Key metrics to watch include December delivery numbers announced January 1st, ES8 delivery volumes, price stability versus promotional activity, and Q1 2026 guidance during Q4 earnings.
M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into whether Tim Cook will retire in 2026, what his legacy will be, and who will likely succeed him as Apple CEO. We also touch on the various Big Tech companies jostling for the title of largest company in the world and what it says about the AI race. Finally, we cover Anthropic's push to become profitable by 2028 and what it says about the state of the AI race. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to the Empower Her Business Accelerator podcast! I'm your host, Philippa Channer, and I'm so excited you're here because today we're diving into a transformational topic that every solopreneur needs to master: shifting from doing all the things like an employee to leading like the CEO of your business. As we close out 2025, I'm kicking off a new series focused on what it really means to run your business like a true leader, even if you're still a team of one. This week, we're laying the groundwork with the most critical first step: upgrading your mindset. You'll learn how to escape the daily grind of task-based busyness and instead start making powerful decisions from a place of vision, leadership, and strategy. ⏱️ Episode Timestamps (00:00) Welcome & Series Kickoff (01:00) Are You Operating in Employee Mode? (01:30) CEOs Lead with Vision, Not Tasks (02:45) Make Time for CEO-Level Planning (03:45) Invest in Support (Even Without Hiring Yet) (04:30) Focus on Profitability, Not Just Activity (05:15) Use Data, Not Emotion, to Make Decisions (06:00) Final Encouragement & Next Week's Preview Closing Thanks again for joining me today on the Empower Her Business Accelerator podcast. I hope this episode gave you clarity and encouragement to confidently step into your CEO role—because even if it's just you right now, you deserve a seat at the head of the table. Next week, I'll be sharing how to delegate and gain support, even if you're still running solo. I'll walk you through the tools and strategies that help you expand without overextending. Until then, think like a leader, plan like a strategist, and always keep shining.
If you think selling to a DSO is still a "no-brainer," this episode will snap you awake. Brannon Moncrief unloads the truth about inflated valuations, duct-tape aggregators masquerading as platforms, and term-sheet fine print sharp enough to slice your future in half. This is a brutally clear roadmap for doctors who want freedom without walking into a trap—and the exact intel you need before signing anything with a dollar sign on it. If you like this episode, here are more episodes we think you'll enjoy: Ep #538 - Scaling Smart: Navigating Growth, Profitability, and Dental Exit Strategies with Jake Conway Ep #499 - You Are More Than a Number – Selling Your Practice and Leaving Dentistry with David Porritt Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.
Chapter 1: Maximizing Your Restaurant's Profitability: Insights from David HopkinsCanada's restaurant industry is grappling with rising food and labor costs, shifting consumer habits, and economic uncertainties. David Hopkins, President of The Fifteen Group, discusses how restaurants can maximize profits and create new concepts. Hopkins emphasizes the importance of detailed business planning for new restaurants and strategizing for peak seasons like the holidays. He also touches on trends and the cautious use of technology and Ai in the industry.Chapter 2: Tech to Table: How Moneris Go Restaurant Elevates Your Business OperationsAl dives into the latest technology to streamline restaurant operations with Gad Elharrar, VP of Product, and Michael Monaghan, Director of Product at Moneris. They introduce Moneris Go Restaurant, a commerce solution designed for small and micro-merchants. Learn how this solution is exceeding expectations and meeting the evolving needs of Canadian restaurateurs.Chapter 3: Putting a bow on consumer spending during the Toronto Blue Jays' epic post-seasonThe World Series has wrapped up, and unfortunately for Canadian baseball fans, the Toronto Blue Jays came up short. While the on-field results weren't what we hoped for, the story at the cash register tells a different tale for small Canadian businesses. Al sits down with consumer spending data expert Sean McCormick to break down the numbers from Toronto's postseason run. The conversation even takes a therapeutic turn as Sean helps Al process the loss.Links of InterestThe Fifteen GroupMoneris Go RestaurantMoneris Data Services Subscribe now!If you have a payment-related or business question you'd like to submit to one of our experts, you can email us at podcast@moneris.com.Just Good Business is a Moneris podcast production hosted by Al Grego.
When it comes to the risks to financial stability, things seem to have settled down a bit. But with trade tensions, an unpredictable US economic policy, geopolitical issues, a potential AI bubble and the rise of stablecoins, there is plenty to keep an eye on. Has the global environment really become less uncertain? And how do all these factors impact financial stability? To explore these questions and more, our host Paul Gordon speaks with financial stability expert John Fell. The views expressed are those of the speakers and not necessarily those of the European Central Bank. Recorded on 24 November 2025 and published on 27 November 2025. In this episode: 01:25 How stable is the financial system? The EU and the United States reached a trade agreement, and the economic impact of trade uncertainty has been milder than expected. But the full effects of the policy changes are yet to be seen. So, what does this mean for financial stability? 04:14 Is there an AI bubble? The term “AI bubble” is on everyone's lips right now . But bubbles are hard to identify and even harder to differentiate from legitimate growth. So, are valuations stretched? What about market concentration and circular funding in the AI industry? And how exactly are companies funding investment in AI? 06:15 If there is a bubble, what could cause it to burst? There is significant leverage behind AI investments. Returns will largely depend on how widely AI is adopted. Could AI become a general-purpose technology, like the railways did? 08:15 What about the rise of private credit? How do private credit markets differ from equity financing? Why are risks to euro area financial stability increasing as private markets expand? And how does all this relate to systemic risk in the banking sector and the build-up of AI infrastructure? 11:23 Are stablecoins really stable? Despite what the name suggests, stablecoins carry liquidity run risks that could affect financial stability. With rapid growth and increasing links to traditional finance, what risks does this innovation create? 15:11 What's the situation for government financing? Governments have made progress in reducing debt levels since the pandemic. But in some euro area countries, debt remains too high and pressures to increase spending – for instance on defence – are rising. While this poses one of the biggest risks to financial stability, it could also be an opportunity for long-term growth if properly managed. 18:07 What about banks? Given the potential AI bubble, questions around the sustainability of government budgets and the rise in stablecoins, where does this leave euro area banks? Profitability is strong and non-performing loan ratios are historically low. So, how is the banking sector doing overall? 20:13 Our guest's hot tip John Fell shares his hot tip with listeners. Financial Stability Review at a glance https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/index.en.html Financial Stability Review, November 2025 https://www.ecb.europa.eu/press/financial-stability-publications/fsr/html/ecb.fsr202511~263b5810d4.en.html Chip War, Chris Miller https://www.amazon.de/-/en/Chip-War-Worlds-Critical-Technology/dp/1982172002
Day 3 Deal: Production Planner & Profitability Calculator Bundle Both tools for only $79 (normally $149) http://prooftoproduct.com/bfdeals ____________ Our biggest sale of the year is happening this week! 5 days. 5 Deals. Each day brings an exclusive offer available for just 24 hours. Mon, Nov 24: Retailer Roundtable interview series for just $17! Tues, Nov 25: Paper Camp early access & extended payment plan! Wed, Nov 26: Production Planner & Profitability Calculator Bundle Thurs, Nov 27: Live Workshop: 3 Day Sales Campaign Fri, Nov 28: LABS Annual Membership with recurring discount! ALL WEEK: First 5 people to apply for the Advisory Board mastermind receive $6,000 off and a free 1-1 strategy session. Apply here: http://prooftoproduct.com/ab-application Once the deal is gone, it's gone. Make sure to grab them before time runs out! http://prooftoproduct.com/bfdeals
As margins tighten and production challenges evolve, Canola Week 2025 offers a timely forum for those focused on the future of this critical Prairie crop. Taking place the first week of December, the event brings together researchers, agronomists, and industry stakeholders to share new findings, identify knowledge gaps, and ask tough questions about where canola... Read More
Small Cap Breaking News You Can't Miss! Here's a quick rundown of the latest updates from standout small-cap companies making big moves today.Record Revenue as Demand for Low-Power 5G Tracking SurgesBeWhere posted record Q3 revenue of $6.1M, up 21% YoY, driven by the strongest product-sales quarter in company history. Recurring revenue rose 20%, pushing ARR to ~$8.6M. Profitability also strengthened, with gross profit up 42%and record Adjusted EBITDA of $803K.Management says supply-chain improvements, rising device deployments, and growing subscription revenue continue to accelerate momentum.Strong Drill Results Advance Alaska Gold Project Toward Maiden ResourceTectonic released the first results from its massive 2025 drill campaign at Chicken Mountain, including:1.46 g/t Au over 26 m within 0.69 g/t over 125 m1.10 g/t Au over 34 m1.97 g/t Au over 10.7 m, plus a high-grade hit of 12.64 g/t Au over 1.52 mThe project shows 3 km of continuous mineralization, a 100% hit rate, and heap-leach recoveries up to 96%—all strong indicators as the company moves toward its first resource estimateVisible Gold Hit in First Drill Program Since 2008 at N2 Gold ProjectFormation reported visible gold in two early holes at its N2 Project in Quebec—its first drilling in over 15 years.Highlights include a 30.8-metre interval with visible gold in the A Zone, validating high-grade potential across a project hosting a historic 871,000-ounce resource.With 30,000 metres fully funded, $13.7M working capital, and gold trading above $4,000, the company says it is positioned to expand N2 into a near-surface multi-million-ounce opportunity.Aurora West Mineralization Extended 150 Metres West, 600 Metres Down-DipTDG's latest drill holes at the Greater Shasta-Newberry project returned long copper-gold intervals:1.26 g/t Au, 0.29% Cu over 82.3 m0.94 g/t Au, 0.24% Cu over 142.2 m, including a higher-grade 56 m @ 1.54 g/t AuThe results extend mineralization 150 m west of the property boundary and outline a growing footprint of ~150 × 600 metres, still open in every direction.Long Near-Surface Nickel Intervals Strengthen Beaver-Lynx as Critical Minerals TargetInomin drilled thick nickel-bearing zones starting near surface, including:161.5 m @ 0.19% Ni148.1 m @ 0.20% Ni123.0 m @ 0.19% NiThe program, funded by Sumitomo Metal Mining, confirms continuity across the South zone and highlights district-scale potential with multiple large magnetic targets across the Beaver and Lynx blocks.BeWhere: Record revenue + rising recurring revenueTectonic Metals: Strong gold intercepts with heap-leach potentialFormation Metals: Visible gold confirms high-grade potentialTDG Gold: Mineralization expanded 150 m west at Aurora WestInomin Mines: Thick near-surface nickel supports district-scale potentialStay tuned for more small-cap coverage!Follow AGORACOM for the latest breaking news and exclusive updates.BeWhere Holdings (TSXV: BEW)Tectonic Metals (TSXV: TECT)Formation Metals (CSE: FOMO)TDG Gold (TSXV: TDG)Inomin Mines (TSXV: MINE)One-Bullet Key Takeaways
Send us a textIf you are broke right now, the cause is not this month. It is the result of what you did not sell 90 days ago. In this episode, we unpack the 90 day lag that runs your video business whether you know it or not.You will discover:The 3 phases of the 90 day lagWhy busy seasons lead to future cash flow problemsThe real cost of inconsistent sellingHow to build a weekly rhythm that prevents feast and famineHow to calculate your weekly sales targetsIf you want predictable, stable revenue in your production business, this episode is essential listening.
The Changing Economics of IoT
In today's Tech3 from Moneycontrol, we break down the biggest stories shaping India's startup and tech ecosystem. Startups rush to look IPO-ready with profitability, the IT industry is bracing for cost bumps under new labour codes, Maharashtra's new policy to challenge southern states in the GCC race, and Accel's new AI partnership with Google.
The Illinois Corn Marketing Board utilizes corn checkoff funding to support some of the policy research conducted by the University of Illinois' FarmDoc team. In this Managing for Profit, Rodney Weinzerl, executive director of Illinois Corn, explains how that research impacts Illinois corn farmers' profitability. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Caitlin and I discuss ways to improve profitability on the ranch. We discuss impacting it through improving gross margin, and reducing overhead. We discuss regenerative agriculture and how that impacts profitability and so much more!Resources Mentioned:Noble Research InstituteRanching for ProfitMindsetTribeCheck out www.pharocattle.com for more information on how to put more fun and profit back into your ranching business! As always, check us out at Ranching Returns Podcast on Facebook and Instagram as well as at www.ranchingreturns.com.For Ranching Returns shirts, hats, and sweatshirts check out https://farmfocused.com/ranching-returns-merch/To get more information on how Ambrook can benefit your operation, check out ambrook.com/ranchingreturnsTo learn more about all the classes and services that Noble offers check out www.noble.org
Cloud managed services are experiencing rapid growth, with the market projected to expand from approximately $50.62 billion in 2025 to $120 billion by 2035, reflecting a compound annual growth rate of 8.16%. This growth is driven by organizations across various sectors, including finance and healthcare, seeking to enhance their cloud operations and address cybersecurity risks. However, a widening performance gap among managed service providers (MSPs) is evident, as only the most capable firms are capitalizing on this demand. According to Service Leadership data, while the overall profitability of the MSP sector remains strong, not all providers are experiencing equal growth, raising concerns about competitive positioning.Recent surveys indicate that many businesses investing in artificial intelligence (AI) are not seeing financial returns, with only about 2% of Canadian business leaders reporting positive results from their generative AI investments. A study by KPMG highlights that many companies are still in the experimental phase of AI adoption, failing to integrate the technology effectively into their operations. Additionally, a significant skills gap exists among channel partners, with only 26% currently offering advanced network services with integrated AI capabilities. This disconnect between customer expectations and partner capabilities is contributing to the widening gap in performance.Frontline workers express concerns regarding the lack of transparency in AI integration within their workplaces. A survey conducted by Deputy found that while nearly half of workplaces utilize AI, only 25% of workers report regular interaction with it, and many are unaware of its usage. This communication gap can lead to mistrust and confusion among employees, which may hinder successful AI adoption. Despite these concerns, a majority of workers report satisfaction with AI's role in their tasks, indicating potential for positive outcomes if communication improves.For MSPs and IT service leaders, the current landscape presents both challenges and opportunities. The demand for cloud, AI, and managed services is surging, but success will depend on the ability to operationalize these technologies effectively. Providers must focus on enhancing their capabilities, improving communication with clients, and ensuring that they deliver measurable outcomes. As the market differentiates between high performers and those lagging behind, it is crucial for MSPs to adapt and evolve their services to meet the growing expectations of their clients. Three things to know today00:00 Cloud Demand Surges, CEO Priorities Shift, and MSP Performance Splits Into Clear Winners and Laggards05:40 Studies Show AI Investment Outpacing Capability, Leaving Firms Without ROI and Partners Struggling to Deliver10:00 AI Rollout Outpaces Employer Transparency, Creating Worker Confusion and Risk for IT Providers This is the Business of Tech. Supported by: https://mailprotector.com/mspradio/
Sarah sits down with Shelley Elkovich, co-founder and CEO of For Bitter For Worse, to explore the financial strategy behind building a profitable specialty beverage brand. Shelley shares how self-manufacturing became a dual revenue stream through contract manufacturing, allowing her to control costs while generating additional income.The conversation reveals practical insights on sustainable growth versus rapid expansion, how to filter customer feedback without compromising your vision, and the strategic decisions that kept this non-alcoholic cocktail brand resilient through major market shifts. Discover how Shelley evaluates each growth opportunity and makes decisions that prioritize long-term sustainability over short-term wins.Shelley also graciously offered our listeners 20% off their products using the code Sarah20 on their website!Connect with Shelley:Website: For Bitter For WorseInstagram: @forbitterforworseLinkedIn: Shelley ElkovichAmazon: Shop For Bitter For WorseJoin The Good Food CFO Community:Follow us on Instagram: @thegoodfoodcfoWatch on YouTube: @thegoodfoodcfoBecome a Member: BABOYOT This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit thegoodfoodcfo.substack.com/subscribe
Think Keratin Complex is only for straightening? Think again. Join Zoe Hyams of Keratin Complex, Tom Kimber of Rebel Beauty Brands, and educator and salon owner Sam Pitham as they reveal how these treatments strengthen *all* hair types. For hairdressers, this is a business masterclass. Learn to leverage fast services like KC Express to fill your book, use the complete 360° system to guarantee client return, and confidently explain the science behind resurfacing damaged hair. Unlock a powerful new revenue stream and build unbreakable client loyalty with the full potential of keratin. Click the play button to listen to a podcast episode brought to you by Keratin Complex. Chapters 4:41: Understanding Keratin's Importance 8:31: Misconceptions About Keratin Treatments 11:07: The Evolving Business of Smoothing 12:49: Supporting Independent Businesses 14:39: The Importance of a Complete System 17:05: Launching New Products 18:18: Integrating Bond Rebuilding Technology 19:34: Profitability and Business Growth 21:28: Exploring System Kits 22:39: Profit Margins Explained: 24:50: Engaging Your Junior Staff 26:18: Final Thoughts and Key Takeaways Resources from todays episode Keratin Complex online keratincomplex.com Keratin Complex on Instagram @keratincomplex Keratin Complex UKI on Instagram @keratincomplex_uki Use code HTCI25 to get 10% off all Keratin Complex orders at Rebel Beauty Brands online: rebelbeautybrands.com Rebel Beauty Brands on Instagram @rebelbeautybrands
Process Debt Swamps Platform Teams! Over-abstraction slows teams by INCREASING complexity. Why this matters: Profitability is HIGHLY related to productivity. Mark Fussell is the CEO of Diagrid, a cutting-edge company that simplifies building and scaling cloud-native applications. As the co-founder of Dapr (Distributed Application Runtime), Mark has played a pivotal role in shaping the future of modern application development by empowering developers to build resilient, distributed systems with ease. With decades of experience in the software industry, Mark has been a driving force behind innovative solutions that bridge the gap between developers and complex infrastructure. LinkedIn: inkedin.com/in/mfussell Website diagrid.io/ (Company) Mastering Work Intake sponsors SPaMCAST! Starting Everything Means Finishing Nothing One big thing: Poor work entry means delivering less. Why it matters: Work Intake controls what a team works on and when they work on it. Overloaded teams deliver less value. Poor prioritization leads to delivering the wrong work. Chaotic work intake costs organizations money and time. Zoom in: Mastering Work Intake by Jeremy Willets and Tom Cagley provides the reader with ideas, principles, actionable advice, worksheets, and examples to deliver more value. Buy a copy! JRoss Publishing: https://bit.ly/474ul6G Amazon: https://amzn.to/4236013 Next! Involving Others in Personal Change Can Cause Problems. Involving others when changing a team or organization is unassailable. The same isn't true when changing yourself. Why this matters: Understanding boundaries and what you control is important for owning your own productivity. SPaMCAST 880 will be posted in two weeks. If you would like to participate in the panel discussions, email me at spamcastinfo@gmail.com.
Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA – OTCQX:LUCMF – FSE:TSGA), joins us to review their Q3 operations and key financial metrics, further debt repayment, ongoing metallurgical studies and development work, expanded exploration programs. He provides insights on key upcoming growth initiatives through improving grades and better precious metals recoveries across both of Luca's producing assets – the Campo Morado and Tahuehueto mines, located in the prolific Sierra Madre mineralized belt in Mexico. Third Quarter 2025 Highlights Safety: continued emphasis on safe, disciplined operations with strengthened housekeeping and visible leadership engagement across both sites. Throughput increased: consolidated tonnes milled of 250,807 (+66% vs. prior year), supported by increased plant availability at both mines which has resulted in higher metal output: Gold increased 51%, Silver increased 97%, Zinc increased 78%, Lead increased 81%, Copper increased 43% over Q3 2024. Profitability indicators: Adjusted EBITDA of $4.3 million for the quarter and positive year-to-date adjusted net earnings of $12.8 million, a reflection of greater operational performance. Revenue momentum: Revenues of $35.0 million (+94% vs. prior year), supported by higher sales volumes and increased realized precious-metal prices (gold +28%, silver +18%). Campo Morado performance: production in Q3 improved year-over-year (+75% ZnEq pounds) on higher grades, notably zinc (+30%) and silver (+27%) and increased volumes (+43% tonnes milled per day). Cash costs decreased to $1.09 per payable ZnEq pound (-14% vs. prior year) with AISC of $1.43/lb slightly increased (+8%) from the same quarter in the prior period, reflecting increased sustaining capital development and the commencement of a significant exploration program at the mine (all of the Company's exploration expenditures are included in AISC). Tahuehueto ramp-up: 77,548 tonnes milled, setting a record of 969 tonnes milled per day in the quarter (+187% vs. prior year), with AuEq production up 74% year-over-year. As a result of increased volumes, direct cost per tonne reduced to $149 (-22%). Lower grades in the quarter, as well as increased capital development and exploration, resulted in an increase in AISC (+35%) year-over-year. Increased grades and the benefit of this capital development are expected to decrease AISC at Tahuehueto in the subsequent periods. Investment for reliability: sustaining capital investment of $8.7 million in the quarter ($19.0 million YTD) to accelerate underground development and exploration drilling, positioning both mines for improved grades and operating flexibility. The Company made significant progress in exploration, with multiple high-grade intercepts at both operations. Repaid $2.5 million in debt. Operations going forward: Both Tahuehueto and Campo Morado are expected to enter higher-grade areas which, combined with the strong milling rates observed at both mines, is expected to drive increased production, improved recoveries, and lower unit costs through year-end. Dan goes on to highlight both the expanded CAD$25Million exploration program, with both underground drilling and surface drilling going on at Campo Morado and Tahuehueto, in the first meaningful drill campaign in over a decade. In addition to targeting new high-grade gold and silver areas, like the Reforma zone, there is also a concerted effort to expand mineralization and extend the mine life for both projects. The company is also engaged in ongoing metallurgical testing to improve recovery rates for their 5 metals, and 3 concentrates. If you have any question for Dan regarding Luca Mining, then please email those into us at Fleck@kereport.com or Shad@kereport.com. In full disclosure Shad is a shareholder of Luca Mining at the time of this recording and may choose to buy or sell shares at any time. Click here to follow the latest news from Luca Mining For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
In this episode, we're joined by Mamdouh Medhat, VP and Senior Researcher at Dimensional Fund Advisors, for an exceptionally deep, exceptionally nerdy exploration of factor investing—focusing on profitability, value, defensive equity, and the persistent misunderstandings that surround them. Mamdouh walks us through his retrospective paper (co-authored with Robert Novy-Marx) on the profitability premium, why profitability subsumes a wide range of quality metrics, and why it dramatically clarifies how we should think about defensive/low-volatility strategies. He also explains the role of profitability in value's US underperformance since 2007, why price-to-book remains a remarkably effective valuation metric, and how Dimensional incorporates these insights into portfolio construction. In the second half of the conversation, we shift to private markets. Mamdouh unpacks Dimensional's research on buyouts, venture capital, private credit, and private real estate—revealing what percentage of the global investable universe these funds actually represent, how to benchmark them properly, how much dispersion exists across managers, how fair-value accounting changed the game post-2007, and why many perceived diversification benefits are actually just return smoothing. Key Points From This Episode: (0:04) Intro to Mamdouh Medhat and why his research fits the Rational Reminder "nerdy happy place." (1:32) The story behind Mamdouh's retrospective paper with Robert Novy-Marx and the impact of the original profitability research on academia and practice. (5:36) Three things the paper examines: quality investing, defensive/low-risk strategies, and value—unified through profitability. (6:55) Why none of the 15 major academic and practitioner quality metrics add explanatory power beyond profitability. (8:18) How spanning tests show profitability explains quality, but quality does not explain profitability. (12:24) Quality measures largely load on profitability—they're noisier versions of the same thing. (13:14) The link between quality metrics and fundamental momentum, especially for QMJ and quarterly ROE. (15:18) Practical implications: profitability is a parsimonious, more efficient way to capture the "quality" dimension. (16:30) Defensive equity through the profitability lens—why high profitability predicts low volatility. (18:58) Why long-only low-volatility strategies produce zero five-factor alpha—and why a simple high-profitability/low-investment portfolio plus T-bills beats them. (22:14) Alternative value metrics (EBITDA/EV, intangible-adjusted book-to-market, etc.) don't outperform price-to-book when profitability is accounted for. (24:57) Many "improved" value metrics simply rotate in profitability exposure, not better value information. (26:17) Roughly half of US value's post-2007 underperformance is explained by its negative correlation with profitability. (28:42) Industry tilts (e.g., energy/financials vs. tech/healthcare) drive much of value's volatility—not its long-term return. (30:33) The theoretical case for combining clean valuation (price-to-book) with clean expected cash flow (profitability). (33:36) Academic implications: models must jointly explain value and profitability—and their negative correlation. (35:09) Practitioner implications: parsimony—use clear valuation and cash-flow measures, limit excessive complexity. (36:53) How Dimensional measures profitability: operating profitability (revenue – COGS – SG&A – interest) scaled by book equity. (41:09) Why tilting toward or away from countries based on aggregate characteristics rarely adds value—premiums come from stocks, not countries. (42:57) Industry-level tilts show similar patterns—industry momentum exists but is impractical due to massive turnover. (46:15) How Dimensional handles country and industry weights: sort within countries, then apply sector caps. (48:27) Private markets: private funds make up roughly 10% of the global investable universe—not 25–100% as sometimes claimed. (50:53) Benchmark choice for private funds is crucial—S&P 500 is not appropriate for buyouts or VCs. (52:00) Using KSPME (public-market equivalent), buyouts and VCs match small-cap value/growth benchmarks; private credit matches high yield; private real estate underperforms listed real estate. (55:50) Factor exposures post-2007 explain 70–80% of private-fund return variation due to fair-value accounting. (1:00:48) Wide dispersion in private-fund performance—top 5% double or triple capital; bottom 5% lose half. (1:03:49) Little evidence of manager persistence—manager selection must rely on due diligence, not past vintages. (1:08:24) No strong time trend in private-fund outperformance, but correlations with public markets have increased. (1:09:13) Many diversification benefits historically attributed to private assets were actually illiquidity-driven smoothing. (1:12:25) Rising demand and democratization likely reduce expected returns in private markets—exclusivity is fading. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Discover how the world's most profitable companies actually make money, from Tesla to Amazon to ChatGPT. Join Product Manager Brian Orlando and Enterprise Business Agility Consultant Om Patel as they continue to explore the 23 business models from Adrian Slywotzky's "The Art of Profitability." Part 2 continues the examination of the strengths and weaknesses of the remaining 11 business models where the hosts discuss why some companies dominate their industries while others struggle.Business models covered are: Specialty Product model (CrowdStrike, Beyond Meat)Local Leadership (Publix, Dutch Bros)Transaction Scale (Visa, Stripe)Value Chain Position (Amazon, TSMC)Cycle timing (private equity firms)After-Sale profits (Apple Care, John Deere)New Product innovation (Tesla, OpenAI)Relative Market Share (Walmart, Google)Experience Curve (Southwest Airlines, TSMC)Low-Cost Design (Dropbox, IKEA)Scarcity tactics (Ferrari, Nike limited editions)Whether you're a product manager, startup founder, or business strategist, this episode provides actionable insights on choosing and executing the right business model for your market. #ProductManagement #BusinessModels #StrategyLINKSYouTube https://www.youtube.com/@arguingagileSpotify: https://open.spotify.com/show/362QvYORmtZRKAeTAE57v3Apple: https://podcasts.apple.com/us/podcast/agile-podcast/id1568557596Website: https://arguingagile.com/
Profitability is a challenge for many North American farmers as they head into the 2026 year. In a challenging market with depressed commodity prices, where do fungicides fit into the crop marketing plan for the new year? That’s a question RealAg Radio host Shaun Haney and BASF’s technical marketing manager for fungicides, Kim Tutor, tackle... Read More
Budgeting for CapEx vs. OpEx can feel like a tightrope walk, but getting it right is critical for profitability in Cannabis businesses. In this episode, DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Max Jackson, Founder of Cannabis Wiseguys, to share actionable insights from cultivation operations across the U.S.What You'll Learn:- How to align operations and finance to make sure OpEx gets the budget it needs- Strategies for optimizing workflows and responding to system failures with data-driven environmental controls- Common operational bottlenecks that constrain profit growth and how to overcome them.Whether you're new to the industry or a seasoned pro, this episode offers practical strategies to help Cannabis businesses save capital and drive profitability.
Ops Quickies – snackable episodes on tech, tools, and systems.
Plus: Prosus expects Tencent to drive earnings growth. And Johnson & Johnson agrees to buy Halda Technologies for just over $3 billion. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Accelerate Your Business Growth, host Diane Helbig speaks with Profit Doctor Ben Hansen about the concept of 'profititis'—a condition where businesses experience revenue growth but struggle with profitability. Ben shares strategies for identifying and addressing profitability issues, emphasizing the importance of customer quality and the need to eliminate unprofitable customers. He introduces the 50-20 rule, which encourages business owners to cut the worst half of their bottom 20% of customers to improve overall profitability. The conversation highlights the psychological aspects of profitability and the benefits of removing negative influences from a business. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. We are also honored to be selected by FeedSpot as one of the Top 10 Growth Hacking Podcasts, Top 25 Evergreen Podcasts and Top 50 Business Growth Podcasts on the web. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textThe salon industry is shifting faster than most owners realize. In Part 1 of our 2026 Predictions series, we talked about education, AI, and client expectations. In Part 2, we're diving into the structural issues shaping the next chapter of our industry: employment models, salon operations, and profitability.This episode explores why certain business models will struggle, why others will grow, and what forward-thinking salon owners must build now to remain relevant and profitable.We break down the rental bubble, the future of commission salons, the implosion of hybrid models, the comeback of apprenticeships, the KPIs that finally matter, and why pricing must shift from emotion to math.If you're a salon owner, renter, future owner, or someone watching the industry and wondering where you fit in — this episode will help you see the landscape clearly and prepare your business for what's coming.Your business should serve you so that you can serve others — but that requires purpose, structure, and leadership. Let's build the future intentionally.Key TakeawaysGreat stylists are built through consultation, listening, and consistency — not just skill.Big salon problems are almost always a stack of small problems that went unaddressed.The rental bubble is correcting — not because rentals are bad, but because renters aren't equipped.Commission salons without innovation, systems, or leadership will continue to fail.Hybrid models will implode as states tighten enforcement and salon culture fractures.Apprenticeships will surge — they produce stronger stylists, culture buy-in, and retention.Licensure does not guarantee professionalism; businesses create standards, not boards.Culture and stability become major differentiators for stylists seeking long-term homes.Pricing must shift from emotion → math + cost-to-deliver + profit margins.Leadership — communication, feedback, coaching — becomes the salon owner's most valuable skill.Purpose drives performance: clarity → trust → buy-in → growth.Time Stamps00:00 — Welcome + Part 2 focus (models, operations, profit) 01:00 — Preview of Part 3 02:00 — Opening Takes (good stylists, stacked problems) 05:30 — Why “everyone wants to rent” is a symptom 07:00 — Rental bubble reality + why many renters struggle 10:00 — Commission salons: why they fail + what must change 13:00 — Hybrid model collapse (culture, operations, compliance) 16:00 — Apprenticeships return + why they outperform school 19:00 — Licensure misconceptions + professionalism gaps 21:00 — Culture + stability become key differentiators 23:00 — Why people really leave salons (not money) 24:00 — Profitability + flexibility can coexist 26:00 — Foundations: mission, vision, values 29:00 — Systems replace guesswork 30:00 — KPIs mature: beyond rebooking/retail 33:00 — Pricing becomes math, not emotion 37:00 — Specialists outperform generalists 40:00 — Leadership becomes the owner's highest-value skill 45:00 — Purpose drives performance + closingLinks and Stuff:Our Newsletter Mentoring InquiriesFind more of our things:InstagramHello Hair Pro Website
On the heels of Xpeng's (XPEV) earnings report, Karl Brauer looks at what is driving the Chinese automaker heading into the end of the year. He points to the crowded EV market in China and compares the car company to Nio (NIO) and BYD (BYDDY) saying there will be a "shake-out" to see which automakers will survive. Karl says the lower-priced EV offerings will be the best way to gain customers, but hinders the company's profitability outlook. He adds some similarities to Xpeng's robotics initiatives, comparing it to Tesla (TSLA). ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Unlocking Business Success: In-Depth Strategies from Joe Abreu's Profit Optimization ProgramIn this episode, host Josh Elledge interviews Joe Abreu, founder of GLOVISOR and creator of the Profit Optimization Program. Joe shares practical strategies for business owners to increase profitability, streamline operations, and regain balance in their lives. Drawing on years of experience advising entrepreneurs, he outlines actionable methods to uncover hidden costs, optimize systems, and improve both financial and personal well-being.The Power of Profit OptimizationJoe explains that most business owners operate in constant motion but lack clarity about where their profits truly come from—or where they're being lost. He introduces the concept of identifying “ghost expenses,” or overlooked costs that quietly erode margins. By conducting detailed audits and setting clear financial goals, owners can reclaim thousands in profit and reinvest strategically.Beyond cost control, Joe emphasizes operational efficiency and mindset. His 12-step Profit Optimization Program helps entrepreneurs design scalable systems, delegate effectively, and prepare their business as if it were being sold—even if it's not. He also connects wellness to profitability, stressing that sustainable success requires a healthy, focused leader.Joe's approach blends data-driven analysis with human insight. By combining coaching, technology, and accountability, he empowers business owners to gain clarity, reduce stress, and build companies that thrive. As he notes, “Profitability isn't just about numbers—it's about freedom.”About Joe AbreuJoe Abreu is the founder of GLOVISOR and author of the Profit Optimization Program, where he helps business owners optimize profits, systems, and leadership. Through a unique blend of financial clarity, operational strategy, and personal development, Joe has guided entrepreneurs across multiple industries toward greater profitability and balance.About GLOVISORGLOVISOR is a business optimization and coaching company dedicated to helping entrepreneurs achieve clarity, profitability, and freedom. The firm's Profit Optimization Program combines hands-on coaching, digital resources, and accountability systems to help business owners streamline operations and increase financial performance.Links Mentioned in This EpisodeGLOVISOR WebsiteJoe Abreu LinkedIn ProfileKey Episode HighlightsHow to uncover and eliminate hidden “ghost expenses”Building scalable systems and processes for growthThe importance of wellness in business performanceCombining coaching and automation for clarity and resultsActionable steps to optimize profit and reclaim freedomConclusionJoe Abreu's framework for profit optimization shows that business success isn't about working harder—it's about working smarter. By clarifying finances, tightening systems, and prioritizing well-being, owners can transform their businesses into profitable, sustainable ventures. Whether you're scaling, restructuring, or simply seeking balance, Joe's strategies offer a clear path forward toward more profit and peace of mind.
Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore what is now a pure-play aerospace business. We discuss the unique dynamics of the aerospace supply chain and the long-cycle nature that differentiates this industry. We also explore the complexity of aircraft engine manufacturing and how GE exemplifies the powerful model of selling services attached to equipment. Please enjoy our conversation on GE Aerospace. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. —- This episode is brought to you by Portrait Analytics - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at portraitresearch.com — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:52) Overview of GE Aerospace (00:04:01) Commercial Jet Engines: Market and Segments (00:08:16) Military and Defense Applications (00:10:07) Financials and Revenue Streams (00:15:57) The Legacy and Transformation of GE (00:20:31) Jet Engine Industry and GE's Role (00:22:04) Challenges and Partnerships in Jet Engine Manufacturing (00:28:39) Revenue Models and Customer Segments (00:30:29) Understanding the OE and Aftermarket Revenue Models (00:31:50) The Profitability of Aftermarket Services (00:34:25) Revenue Models in the Aftermarket (00:36:11) Growth Strategies and Market Dynamics (00:39:38) Impact of Economic Cycles and Resilience (00:43:33) Capital Intensity and Return on Capital (00:47:12) Competitive Landscape and Technological Risks (00:55:07) Valuation Approaches and Market Perception (00:57:39) Key Takeaways and Lessons from GE
12 proven business models that separate successful products from failures!Product Manager Brian Orlando & Enterprise Business Agility Consultant Om Patel examine 12 real-world business models with real examples of the companies that employ them!Based on "The Art of Profitability" by Adrian Slywotzky (2002), this part-1-of-2 podcast covers:• Customer Solution Model (Palantir, SAP, Salesforce)• Product Pyramid (Apple, Tesla, GM)• Multi-Component Pricing (Uber, Coca-Cola)• Switchboard Platforms (Uber, Airbnb, eBay)• Time & Materials (Consulting firms)• Blockbuster Model (Pharma, Netflix)• Profit Multiplier (Microsoft, Disney)• Entrepreneurial Model• Specialist Model (Mayo Clinic, Agile Coaches)• Installed Base (Printers, Razors, K-Cups)• De Facto Standard (Windows, Adobe PDF)• Brand Model (Apple, Nike, BMW)Perfect for product managers, agile coaches, startup founders, and business leaders trying to understand which revenue model fits their product strategy.
Earnings season meets forecast crunch time | Kate Scott‑Dawkins, Jeff Foster, and Nidhi Shah break down the latest media and marketing shifts: European broadcasters in decline, OOH gains from travel rebound, Amazon's surge in cloud and streaming ads, Tubi's early AVOD profitability, and the mixed fortunes at Peacock, Paramount+, Warner Bros. Discovery, and Disney. From sports rights battles to identity‑based targeting and looming M&A moves, the team unpacks what's driving TV and streaming ad revenues — and what brands and advertisers need to know now.Listen for:• Trends in linear TV vs. streaming ad revenue growth• Why sports rights remain top-tier ad inventory• AVOD's profitability milestone and what's next• How consolidation could reshape the media buying landscape00:00 – Introduction and forecast season overlaps02:27 – European broadcaster earnings, consolidation moves, and OOH trends09:35 – Amazon earnings: Cloud, advertising, Prime Video reach, and sports rights15:03 – Fox earnings: Tubi's growth, early profitability, and login strategy18:52 – Comcast: Peacock's subscriber trends, ad revenue, and M&A speculation21:11 – Paramount/Skydance: Ad revenue decline, price hikes, and theatrical expansion24:32 – Warner Bros. Discovery: Revenue and ad declines, streaming subs, strategic options26:07 – Disney highlights and advertiser implications27:30 – Forecast wrap‑up and upcoming focus areas
There are myriad reasons to stop making hay. Dr. Carson Roberts shared 10 of them in a recent article. He joins me to discuss those reasons, but we also discuss the practicalities of quitting hay making as well as a case study of the difference in makes in profitability.Thanks to our Studio Sponsor, Understanding Ag!Head over to UnderstandingAg.com to book your consultation today!Sponsor:UnderstandingAg.comRelevant Links:10 Reasons You Should Quit Hay Making
In this episode, I take a closer look at a topic that many BigLaw lawyers misunderstand: profitability. Most partners focus on the firm's overall "profits per equity partner" (PEP), but that number tells only part of the story. There are other profitability numbers - internal, often unseen analyses that many attorneys don't focus on but in fact shape how practices and partners are viewed, rewarded, and resourced. I explain how these shadow numbers differ from the publicly announced firm metrics, how factors like leverage, write-offs, and politics distort perceptions of profitability, and why understanding these differences can make a difference to you at your firm. Knowing how your firm evaluates profitability in different ways and how to influence those numbers is a crucial career advantage. At a Glance: 00:00 Introduction to the concept of firm profitability 01:20 Why PEP only tells part of the story and how shadow P&Ls work 02:05 How internal accounting and practice-level metrics shape profitability 03:27 Defining "shadow P&L" and how practice groups interpret performance differently 04:01 How leverage and write-offs impact profitability and risk across practices 07:14 Examples of approaches and how accounting treatments reshape profit 10:55 Why long-term relationship value can be less valued in firmwide numbers 12:18 How firms use both official and shadow P&Ls to evaluate partners and practices 13:30 How politics and perception influence profitability outcomes 15:17 How to challenge assumptions and advocate for your practice's true value 18:14 Final reflection and wrap-up Rate, Review, & Follow on Apple Podcasts & Spotify Do you enjoy listening to Big Law Life? Please consider rating and reviewing the show! This helps support and reach more people like you who want to grow a career in Big Law. For Apple Podcasts, click here, scroll to the bottom, tap to rate with five stars, and select "Write a Review." Then be sure to let me know what you loved most about the episode! Also, if you haven't done so already, follow the podcast here! For Spotify, tap here on your mobile phone, follow the podcast, listen to the show, then find the rating icon below the description, and tap to rate with five stars. Interested in doing 1-2-1 coaching with Laura Terrell? Or learning more about her work coaching and consulting? Here are ways to reach out to her: www.lauraterrell.com laura@lauraterrell.com LinkedIn: https://www.linkedin.com/in/lauralterrell/ Instagram: https://www.instagram.com/lauraterrellcoaching/ Show notes: https://www.lauraterrell.com/podcast
The first nine months of 2025 were a whiplash. Since the April drawdown, stocks, bonds, and international all ripped higher while inflation cooled unevenly and the Fed started cutting. In this Q3 2025 flyover, Gabriel Shahin, CFP® cuts through the noise and shows what actually matters for your portfolio now.What you'll learn:• What changed since April: the snapback across US stocks, bonds, international, and tech—plus why earnings still drive returns.• AI's real impact: productivity gains across sectors vs hype, and how that supports margins for profitable large caps.• Inflation mix: goods down, services sticky; what tariffs and policy shifts could mean for prices.• Rate cuts in context: how markets have historically performed when the Fed is cutting vs pausing or hiking.• Cash drag is real: why 3–4% savings looks weak next to bond yields and diversified portfolio returns.• Bonds are back: why a declining-rate backdrop can lift prices, not just coupons, and how credit/term choices affect risk.• Diversification that works: US, international, and alternatives; why “all-time highs” aren't a sell signal.• Options overlays: when covered calls can help income—and the trade-offs, taxes, and cap-on-upside.• Legacy mutual funds: capital-gain distribution risks from high turnover and how to plan around them.• Factor tilts: adding profitability across large, mid, and small caps to seek higher risk-adjusted returns.Chapters:0:00 Intro and why Q3 positioning matters1:10 What's changed since April3:30 Earnings, GDP, and jobs vs productivity6:10 Inflation layers and policy pressures8:00 Fed cuts and historical market performance10:00 Cash vs bonds vs 60/4012:00 International, dollar, and gold context14:00 Options income overlays16:00 Legacy mutual funds and CG distributions18:00 Alternatives and liquidity trade-offs19:30 Profitability tilts across market caps21:00 Takeaways and next steps
Dave reveals what its like working in an Amazon Business based in China, sourced from a Chinese forum. He talks about the differences of the Chinese vs. American e-commerce businesses, and how they structure their businesses by expanding to multiple marketplaces almost immediately. Today's episode is sponsored by Sellerboard. Sellerboard helps users track sales, refunds and fees in real time, and even counts your indirect expenses in final profit. Beyond analytics, Sellerboard also streamlines operations with smart portfolios for PPC, inventory forecasting & management and more! Try Sellerboard free for 2 months — no credit card required. Just go to sellerboard.com/ecomcrew and get clarity on your margins today. There was a recent post on a Chinese discussion board looking for advice. The author recounted all of his previous experiences working at various e-commerce companies that have an Amazon focus and he realized that the Amazon landscape was changing at a pace he couldn't keep up with. This is particularly helpful for us western e-commerce sellers, because it helps us figure out what the Chinese are doing on Amazon that gets their sales high and prices low. Timestamps 00:00 - Introduction to Chinese Amazon Sellers' Insights 03:08 - The Journey of a Chinese Amazon Employee 06:03 - Daily Operations and Responsibilities 08:58 - Promotions and Performance Metrics 11:58 - Challenges and Strategies in Product Management 15:00 - Expansion into Domestic Markets 15:18 - Challenges of Management and Promotion 16:09 - Cultural Differences in Work Ethic 17:33 - Advertising Frameworks and Product Launches 19:37 - Developing a Unique Marketing Strategy 21:29 - Sales Performance and Product Viability 23:05 - Mental Health and Career Stagnation 24:09 - Product Development Challenges 25:44 - Profitability and Product Selection 27:10 - Lessons from the Chinese Market As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested. Don't forget to leave us a review on iTunes if you enjoy our content. Thanks for listening! Until next time, happy selling!
From Startups to a $941 Million Exits: The Execution Formula for Entrepreneurs Most entrepreneurs don't fail because they lack ideas—they fail because they stop executing. Planning feels safe. Execution exposes reality. Billion-Dollar Coach Marc L. Daniels learned that truth the hard way—from paper routes to startups to a $941 million exit. In this episode of Richer Soul, Marc reveals why 85 percent of business plans fail, how to build the discipline to follow through, and the system that keeps momentum alive even when markets shift. Key takeaways and reflection: Most Plans Fail in Execution, Not Design. A perfect plan on paper means nothing if you don't act on it. Marc shared that only 7 out of 100 companies both plan and execute effectively. Reflection: How often do you review your goals after you set them? The Rhythm of Success: Quarterly Planning + Weekly Check-Ins. Annual plans fade fast. Marc recommends quarterly focus with a short list of priorities—and a weekly leadership check-in to track progress. This rhythm keeps accountability alive. Reflection: Do you have a weekly rhythm that forces progress on what matters most Trends Are Waves—Learn to Paddle Early. Marc built multi-million-dollar businesses by spotting and riding trends early. But he warns: AI isn't a trend, it's table stakes. The key is to distinguish short-term fads from shifts that redefine industries. Reflection: Are you riding the right wave—or chasing shiny distractions? Build Around Core Values, Not Just Skill Sets. Talent without alignment creates chaos. Marc hires for values first, knowing skill can be taught but character can't. Reflection: Does your team share your values—or are you tolerating misalignment because they perform well? Manage Your Success Before It Manages You. As Marc says, "Learn to manage success." Growth can destroy a business if systems and habits don't mature with it. Discipline, boundaries, and reflection are what turn momentum into mastery. Reflection: How are you managing your success so it doesn't manage you? Planning for the Future Means Expecting Change. Marc's company once lost its footing when the market shifted overnight. His takeaway: tear up the plan when the world changes. Flexibility beats rigidity every time. Reflection: When was the last time you updated your plan to match new realities? Money Learnings: Marc's early lessons with money came from necessity—earning his own cash as a kid and even buying his dad new tires when the family couldn't afford them. That foundation shaped his lifelong belief: cash flow is freedom. In business, he learned the hard way that relying on investors or trends without strong margins is a recipe for collapse. Profitability and discipline—not outside money—create true security. His mantra: get cash-positive fast, manage success wisely, and never stop adjusting your plan. Key Takeaway: Execution is not about doing more—it's about doing what matters most, consistently. Set quarterly goals, hold weekly check-ins, ride the right trends, and build a team that shares your values. That's how billion-dollar growth is created—one disciplined week at a time. Bio: Marc L. Daniels, known as the "Billion Dollar Coach," is a globally recognized business strategist who helps entrepreneurs turn vision into growth. With decades of experience guiding companies across 16+ countries, Marc has driven ventures from startup to multimillion-dollar exits, including co-founding Diligent, acquired for $941 million. Through hands-on coaching, workshops, and his Strategic Planning Academy, he equips business leaders to spot emerging trends, execute with precision, and achieve lasting success. Links: Website: https://marcldaniels.com/ LinkedIn: https://www.linkedin.com/in/marc-l-daniels-231456a3/ Facebook: https://www.facebook.com/people/Marc-L-Daniels/61566554887388/ Instagram: https://www.instagram.com/marcldaniels/ YouTube: https://www.youtube.com/@MarcLDaniels Take ten minutes today to review your plan. What's working, what's stuck, and what needs to change? Then share this episode with someone who's ready to stop planning and start executing. #Execution #EntrepreneurMindset #BusinessGrowth #StrategicPlanning #RicherSoul #MarcDaniels #Leadership #PurposeDrivenSuccess Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ryan Kimler is the founder of Net Profit CFO and host of the Net Profit Podcast. He and his team help law firm owners understand their numbers, make better business decisions, and build more profitable and sustainable practices by using accounting and finance to give firm leaders clear information they can act on, so their businesses stay financially healthy and have the resources to grow. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM PROFITABILITY Law school teaches lawyers how to practice law, not how a law firm makes money. Many attorneys work hard, bill hours, build relationships, and still don't really know how the business side works. The truth is, partners and firm leaders usually want younger lawyers to understand this—they just don't always talk about it unless someone asks. When you understand how the money moves through a firm, everything gets clearer. You can see what makes a matter profitable, what slows things down, and how your work contributes to the bigger picture. It also gives you insight into the decisions that drive compensation and advancement. In this episode of The Lawyer's Edge, Elise talks with fractional CFO Ryan Kimler about the business of law and why every lawyer should understand it. They break down how law firms actually make profit, why busy doesn't always mean profitable, how pricing and staffing decisions affect results, and how lawyers at every level can use financial information to make smarter choices about their careers. 2:18 – Why good legal work doesn't automatically translate into compensation 4:12 – The silent profit killers: time leakage, realization, and collection rates 8:26 – Two lawyers bill the same hours. One generates more profit 12:13 – Lawyers get promoted into leadership without ever learning the business of law 15:02 – Why firm leaders are relieved when associates ask how the business works 18:16 – What financially healthy firms track that struggling firms ignore 21:17 – Lawyers lose money doing their own admin work instead of delegating 27:21 – A simple way to know when it is time to hire help 30:39 – The pricing mistake that leaves money on the table at many firms 35:20 – Ryan's biggest advice for lawyers who want to earn more MENTIONED IN MONEY MATTERS: WHAT EVERY LAWYER SHOULD KNOW ABOUT LAW FIRM PROFITABILITY Net Profit CFO | LinkedIn Ryan Kimler on LinkedIn The Net Profit Podcast Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.
AI, the Future of Work, and Cybersecurity Are Intertwined! Why it matters: Business processes are being transformed, yielding opportunities and RISKS - leaders should be aware. Bio: Ephraim Ebstein is the CEO and Co-founder of FIT Solutions, LLC. Ephraim is not just another cybersecurity guy-he's a $30M entrepreneur who built two national companies from the ground up, and now helps business leaders turn tech headaches into growth engines. .IG: @kingspear @fitsolutionsllc Ephraim Ebstein | LinkedIn https://fitsolutions.biz/ Web Mastering Work Intake sponsors SPaMCAST! Starting Everything Means Finishing Nothing One big thing: Poor work entry means delivering less. Why it matters: Work Intake controls what a team works on and when they work on it. Overloaded teams deliver less value. Poor prioritization leads to delivering the wrong work. Chaotic work intake costs organizations money and time. Zoom in: Mastering Work Intake by Jeremy Willets and Tom Cagley provides the reader with ideas, principles, actionable advice, worksheets, and examples to deliver more value. Buy a copy! JRoss Publishing: https://bit.ly/474ul6G Amazon: https://amzn.to/4236013 Process Debt Swamp Platform Teams! Over-abstraction slows teams by INCREASING complexity. Why this matters: Profitability is HIGHLY related to productivity. SPaMCAST 879 will be posted in two weeks. If you would like to participate in the panel discussions, email me at spamcastinfo@gmail.com.
Profit Growth Cycles: Navigating the Financial Growing Pains of a Cash Practice In this episode, Doc Danny Matta breaks down the financial growing pains every clinic owner faces when scaling from a small subleased space to a full standalone practice. He explains how to manage cash flow, survive low-profit growth cycles, and make smart reinvestments that turn short-term sacrifice into long-term stability. Quick Ask If this episode helps you think differently about your business finances, share it with a fellow PT who's growing their practice—and tag @dannymattaPT so he can reshare! Let's help more clinicians build profitable, sustainable businesses. Episode Summary Profit growth cycles explained: Every clinic hits a point where growth requires reinvestment—usually when moving from a sublease to your own space. Why cash flow matters: Managing money across three core accounts (Operating, Tax, and Profit) keeps your business stable during transitions. Expect profitability dips: Early growth means more expenses—staff, rent, equipment—so it's normal for profit margins to temporarily shrink. Your business is your best investment: Reinvest in your people, your space, and your systems before chasing outside investments. Live lean and ride it out: Reduce personal spending, protect cash, and build reserves to get through your growth phase faster. Lessons & Takeaways Plan for the punch: Growth hurts less when you know it's coming—prepare your finances like you would prepare for a hit. Separate your money: Use simple account systems to stay disciplined and avoid overspending during expansion. Keep your eyes on the next hire: Profitability improves dramatically after you add your second and third full-time providers. Stay lean, not lavish: Skip the vacations and upgrades during your build-out—this season requires focus and restraint. Don't panic when profits dip: It's a temporary phase, not a failure. Every healthy business goes through it. Mindset & Motivation Short-term pain for long-term success: Scaling up means taking a step back before you can leap forward. Be the investor: Treat your clinic like your best-performing stock—reinvest in what's working and let compounding do the rest. Know your game: Not everyone needs to build a seven-figure empire. Define success, grow strategically, and enjoy the process. Pro Tips for Clinic Owners Track your accounts weekly: Review your Operating, Tax, and Profit accounts to maintain awareness and control. Build 3–6 months of reserves: Cash on hand allows for smarter decisions and less emotional reaction during slow periods. Focus on utilization: Aim to fill two to three full-time providers quickly to stabilize profitability post-growth. Keep learning business fundamentals: Clinical skill alone won't scale a company—you must master marketing, hiring, and leadership. Notable Quotes "Your business is your best investment—stop treating it like a side hustle." "When growth hits, your profit account might hit zero—and that's normal." "Being a great clinician is not enough. You need to be a great business owner, too." Action Items Set up or review your three core accounts: Operating, Tax, and Profit. Map out your next growth cycle and identify upcoming expenses before they hit. Audit your monthly personal spending and cut what's unnecessary for 6–12 months. Calculate how many full-time providers your space can sustain and plan to reach that headcount. Programs Mentioned PT Biz Mastermind: A program designed to help clinic owners scale efficiently, manage finances, and lead high-performing teams. PT Biz Part-Time to Full-Time 5-Day Challenge (Free): Learn how to replace your income and go full-time in your practice. Join here. Resources & Links PT Biz Website Free 5-Day PT Biz Challenge About the Host: Doc Danny Matta — physical therapist, entrepreneur, and founder of PT Biz and Athlete's Potential. He's helped over 1,000 clinicians start, grow, and scale successful cash-based practices across the U.S.
Shopify Masters | The ecommerce business and marketing podcast for ambitious entrepreneurs
How Haley Pavone turned a college injury into an eight-figure convertible footwear brand built on curiosity, grit, and smart, sustainable growth.For more on Pashion Footwear and show notes click here Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.
I'm Josh Kopel, a Michelin-awarded restaurateur and the creator of the Restaurant Scaling System. I've spent decades in the industry, building, scaling, and coaching restaurants to become more profitable and sustainable. On this show, I cut through the noise to give you real, actionable strategies that help independent restaurant owners run smarter, more successful businesses.In this episode, I dig into how smart menu design can completely transform your restaurant's performance. I explain how structure, storytelling, and price positioning shape the guest experience and directly impact profitability. You'll learn how to streamline decisions, highlight your most profitable items, and turn your menu into one of your most powerful marketing tools. TakeawaysStructure is key to a profitable menu.Cutting choices, not items, improves decision-making.Menus should guide the guest's journey logically.Price positioning enhances perceived value.Storytelling in menu descriptions increases sales.Emotional language resonates more than technical jargon.Observing guest behavior can identify menu choke points.Clear section headings improve menu navigation.Pricing anchors make items feel more affordable.Redesigning menus can reduce decision time.Chapters00:00 Introduction to Restaurant Marketing Masterclass01:02 Understanding Menu Structure for Profitability03:17 Designing Menus for Decision Efficiency05:12 The Importance of Price Positioning06:11 Crafting Emotional Menu Descriptions07:38 Actionable Steps to Improve Your MenuIf you've got a marketing or profitability related question for me, email me directly at josh@joshkopel.com and include Office Hours in the subject line. If you'd like to scale the profitability of your restaurant in only 5 days, sign up for our FREE 5 Day Restaurant Profitability Challenge by visiting https://joshkopel.com.
In this episode of Run the Numbers, CJ Gustafson sits down with Sam Jacobs, Founder and CEO of Pavilion, the global community for GTM leaders. Sam shares how getting fired multiple times as a CRO led him to build a business rooted in belonging — one that monetized members first, prioritized intimacy over growth, and turned a Slack group into a multimillion-dollar company. He and CJ unpack the mechanics of community: the tradeoffs between exclusivity and expansion, why venture capital doesn't always fit human-centered businesses, and how Pavilion balances pricing, curation, and access. They also explore the evolution of the GTM function — from the myth of the plug-and-play VP of Sales to how AI is reshaping RevOps, forecasting, and leadership. Finally, Sam reflects on building durable value beyond personal brand and what it really takes to scale trust as a product.—LINKS:Sam Jacobs on LinkedIn: https://www.linkedin.com/in/samfjacobs/Company: https://www.joinpavilion.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:E120: What does the future of tech look like when it costs $0 to switch software?https://www.youtube.com/live/Cpw2pkq-FXI?si=-0y0tcLTIlIbkmyOCFOs: Want to Outmaneuver Your Competitors? Here's the Jedi Mind Trickhttps://youtu.be/Yte_fe1xF90?si=hVfgdd0Fg0PQuuoSThe Gross Margin Episode with Sarah Wang of a16zhttps://youtu.be/72aP5ohBxvE—TIMESTAMPS:00:00:00 Preview and Intro00:03:05 Sponsors – Mercury, RightRev, and Tipalti00:06:50 Pavilion, Community, and Go-to-Market Leadership00:10:28 Career Tenure and Executive Turnover00:12:55 Compensation Structure and Equity Negotiation00:14:31 Building Wealth Through Equity00:16:30 Sponsors – Aleph, Fidelity Private Shares, and Metronome00:19:36 Managing Wealth, Lifestyle, and Longevity in Leadership00:22:58 Founding Pavilion to Empower Operators00:25:13 Taking Roles for Learning, Titles, and Leverage00:28:47 Contrarian Executives, Team Dynamics, and Leadership Lessons00:30:36 What Makes a Great VP of Sales00:33:23 Revenue, Profitability, and Misaligned Incentives00:35:08 Quota Setting, Forecasting, and Spreadsheet Pitfalls00:39:07 AI in Sales and the Myth of the AI SDR00:40:32 The Future of Playbooks in the Age of AI00:43:38 The Dangers of AI and the Need for Humans in the Loop00:45:27 Monetizing Pavilion – Memberships, Sponsors, and Pricing Strategy00:49:30 Building Higher-Margin Community Businesses00:57:46 Building a Personal Brand with Long-Term Value01:01:52 Closing Credits and Outro—SPONSORS:Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com#RunTheNumbersPodcast #Finance #CommunityBuilding #Leadership #GoToMarket This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Fran Tabor has a small business owner with Survivor's Attitude.She wrote the Kindle top 10 Live Abundantly! 50 Business Lessons from the Bible.Also wrote Shhhh! It is a Secret. How to Compete against Walmart & the Internet, available in audio & print, Female Small business owner since 1978, went from 20,000/yr to over $1,000,000/yr since 2003.My business has survived divorce, uninsured cancer, embezzlements, recessions, rapidly changing demographics -- and continues to grow.In addition to other books, she wrote Sci Fi epic To Own Two Suns and Montana romance Eagle Rock.The Bible belongs to the gritty world of twenty-first century business. When to fire? Market research? Home-life/Work-time balance? Bankruptcy? All that and more is in the Bible, along with His promise that if we follow His Laws, we will live abundantly. With humor and compassion, this concise book shares the principles which helped the author's business bounce back from insolvency to profitability. The fifty short, entertaining lessons in Live Abundantly! weave together Bible stories, worldly references, and direct quotes from the Bible.She is the author of Live Abundantly! 50 Business Lessons from the Bible. https://www.amazon.com/Live-Abundantly-Business-Lessons-Bible/dp/145631159Xhttp://www.yourlotandparcel.org
How is El Pollo Loco giving customers value without giving up profits?This week's episode of the Restaurant Business podcast A Deeper Dive features Liz Williams, CEO of the fast-food chicken chain. El Pollo Loco just reported a decline in same-store sales with an increase in traffic and restaurant-level profits. Generally speaking when customers pay less per order it's hard to generate profit growth. Williams explains how the company did this.But we talk about a lot of other things, including the company's development strategy—it just opened its 500th restaurant—and the difficulty of operating in California, especially these days.We also talk about the chain's plan for beverages and why that's a huge opportunity. And the company is testing a couple of intriguing chicken products. This is a great conversation with Liz Williams so please check it out.
Send us a textAre you managing your business or truly leading it? This week on "The Selling Podcast," Mike and Scott welcome strategic expert Jim Hanlon to discuss a powerful, often overlooked truth: the best CEOs are often the best CE-'NO's.Jim breaks down the mindset required to run your business with laser-like focus. He explains that great leadership often requires the courage to say "no" to distractions and opportunities that, while tempting, don't align with your core mission.The central lesson is clear: look critically at what is making money and what is not. Jim argues that if an activity, product, or service isn't generating revenue, you must have the discipline to stop it. We discuss how to strategically analyze your offerings and ensure everything you do aligns perfectly with your existing strengths and goals.Tune in to learn how to stay focused, remain true to your vision, and adopt the strategic discipline of a CE-'NO' to maximize profitability and drive genuine business growth.Support the showScott SchlofmanMike Williams - Cell 801-635-7773 #sales #podcast #customerfirst #relationships #success #pipeline #funnel #sales success #selling #salescoach
Big growth in 2026 starts with clarity and in knowing where your clinic ends and your business begins. Dr. Pete and Dr. Stephen unpack why separating the “remarkable practice” from the “remarkable business” is the key to building capacity, increasing profitability, and leading your team with purpose. They explain how focusing on throughput and output helps you see what's really driving results, and why understanding your key numbers (like CPL, CAC, and LTV) gives you confidence and control as you scale. It's a powerful conversation about thinking bigger, leading better, and planning smarter for the year ahead.In this episode you will:Learn why clarity between practice and business accelerates growth.Understand the difference between throughput and output.Discover why knowing your key numbers gives you control and confidence.See how strong leadership and alignment drive team performance.Get inspired to plan your 2026 with purpose and clarity.Episode Highlights01:42 – Learn why clarity is the greatest accelerator heading into 2026.03:38 – Discover why promoting chiropractic is about mission, not marketing.05:38 – Hear how leadership starts with every person on the team.07:36 – Understand why TRP split immersions into practice and business focus.09:19 – Learn the difference between the clinical practice and the business engine.11:00 – Explore the operational domains that drive growth and capacity.11:28 – See how business domains connect to leadership, money, and impact.11:48 – Learn why throughput and output represent two sides of your success.12:53 – Understand how stepping into the CEO role transforms your team and culture.17:55 – Identify the three identities—clinician, operator, and business builder.19:12 – Discover how everyone on your team contributes to saving lives.20:08 – Learn how marketing, sales, and delivery align under one clear purpose.21:15 – Hear why knowing your key metrics creates focus and control.22:07 – Learn how optimizing Day 1–4 increases trust and conversions.24:34 – Get inspired to lead your team into 2026 with clarity and confidence. Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, Aus - https://theremarkablepractice.com/upcoming-events/To learn more about the REM CEO Program, please visit:http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcastor follow on your favorite podcast app.
In today's episode of The Build Show Podcast, Matt Risinger sits down with long-time friend and fellow builder Wade Paquin of WKP Builders for a deep dive into one of the most transformative shifts in residential construction — moving away from the traditional bidding carousel and embracing pre-construction agreements. Matt and Wade share hard-earned lessons from decades in the field, revealing how pre-con can protect both builders and clients, streamline collaboration with architects, and build lasting trust through transparency. Together, they discuss real-world examples, the pitfalls of the old “three-bid” mindset, and how the pre-construction process creates better budgets, schedules, and client relationships. Whether you're a seasoned pro or just starting your building business, this conversation delivers practical insight into elevating your systems and safeguarding your profitability.From the Risinger Build Studios in Austin, Texas—let's get into it.Huge thanks to our episode sponsor, Pella. Find out more at: https://www.pella.com/Follow Wade on Instagram: https://www.instagram.com/wkp_builders/ Don't miss a single episode of Build Show content. Sign up for our newsletter.