Podcasts about reactivation

In this interview, URComped CEO, Craig Shacklett, sits down with Tim Brooks, General Manager of Emerald Island and Rainbow Club Casinos, to break down what drives loyalty in a high frequency locals market in Henderson, Nevada. Brooks shares how the properties grew by staying close to the guest, moving quickly as an independent operator, and treating service as the core differentiator. The conversation gets practical on experience design, team culture, reinvestment, and retention, along with how operators can apply these principles to larger properties. Topics Discussed: - Henderson locals market and core customer profile - Service as the primary competitive advantage - Turning guest pain points into customer-first pivots - Promotions and fun built at machine level - Employee ownership culture and long tenure - X's and O's of Success service training - Reinvestment beyond free play first impressions standards - Reactivation and new guest acquisition strategy - AI support vs face to face service Learn more: https://trio360.vip/the-locals-casino-playbook-for-loyalty-retention/

Download your free personalized $100M scaling roadmap in under 30 seconds: https://www.acquisition.com/roadmap?el=yt-alex-486r&htrafficsource=youtubeCory, the owner of an HVAC cleaning and ductwork business, was stuck at $1.25M in revenue, 38% margins, and $60K in debt. In this episode, Alex diagnoses exactly what's holding the business back, from mispriced services to a leaking funnel, and offers a systematic game plan to scale. One year later, Cory has scaled from $1.25M to $2.5M, nearly doubled lead flow, and is eyeing a second location.In this episode00:00 A review of Cory's HVAC business04:37 Game plan and Cory's position on the roadmap06:21 Pricing strategy: increasing prices for higher profits09:27 Ads and landing page optimization16:02 Reactivation emails, campaigns, and angles21:01 Cross-platform retargeting and email sequences24:00 Affiliate program strategy30:28 Recap of the action plan and a look at one-year resultsMore Value:Join The Live Scaling Workshop In Las Vegas: https://www.acquisition.com/o-vegasDownload your free personalized $100M scaling roadmap in under 30 seconds: https://www.acquisition.com/roadmap?el=yt-alex-486r&htrafficsource=youtubeDiscover The Easiest Business I Can Help You Start (Free Trial): https://www.skool.com/hormoziFree Books and Video Courses: https://www.acquisition.com/trainingGet the $100M Book Bundle: https://shop.acquisition.com/pages/100m-book-bundleFollow Alex Hormozi's Socials:⁠⁠LinkedIn ⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠YouTube ⁠⁠ | ⁠⁠Twitter⁠⁠ | ⁠⁠Acquisition ⁠DISCLOSURE Information shared here is for educational purposes only. Individuals and business owners should evaluate their own business strategies, and identify any potential risks. The information shared here is not a guarantee of success. Your results may vary. Copyright © 2026.

The Ultimate Guide for Americans Moving to Spain: Visas, Taxes, and Cross-Border Financial Planning By AIO Financial — Fee-Only Fiduciary Financial Planners Spain has quietly become one of the most popular destinations for Americans relocating abroad. The lifestyle is compelling — long lunches, walkable cities, world-class healthcare, sunshine, and a cost of living that, in many regions, runs 20–30% below comparable U.S. cities. But behind that lifestyle is a tax and regulatory system that can blindside Americans who move without proper planning. We work with U.S. expats every week at AIO Financial, and the same patterns keep showing up. People sell investments at exactly the wrong moment. They convert Roth IRAs and trigger Spanish tax bills they didn’t know existed. They open European brokerage accounts and accidentally buy PFICs. They miss the six-month window for the Beckham Law and lose six figures of potential tax savings. None of this is necessary. Almost every cross-border financial mistake we see is preventable with planning that starts twelve to eighteen months before the move — not after the boxes are unpacked in Valencia. This guide walks through what we believe every American family should understand before moving to Spain: the visa landscape after the Golden Visa was eliminated, how Spain actually taxes Americans (including the surprising treatment of Roth IRAs), what to do with your investments before you become a Spanish tax resident, and how to think about banking, currency, and cash transfers across borders. None of this is legal or tax advice for your specific situation, but it should give you a real working framework before you sit down with a cross-border specialist. Why Americans Are Moving to Spain Right Now The reasons people give us are remarkably consistent. They want better work-life balance. They want their kids to grow up bilingual. They’ve watched U.S. healthcare costs spiral and want a system that just works. They’re approaching retirement and the math on living in coastal Spain versus coastal Florida is hard to argue with. A few are motivated by political concerns; many simply want to live somewhere that feels less hurried. What makes Spain particularly attractive compared to other European destinations is the combination of a well-functioning Digital Nomad Visa, a meaningful (if imperfect) tax treaty with the United States, and a cost-of-living advantage that still holds up despite recent inflation. A single person can live comfortably in mid-sized Spanish cities like Valencia, Granada, or Málaga on roughly €1,600–€1,900 per month. Madrid and Barcelona cost more, but still less than San Francisco, Boston, or Seattle. The catch — and this is the part most relocation guides skip — is that Spain has a wealth tax, taxes worldwide income for residents, does not respect the U.S. tax-free status of Roth IRAs, and uses a fiscal-year structure that can leave new arrivals exposed to a full calendar year of Spanish taxation if they cross the 183-day threshold without realizing it. Done well, moving to Spain can be one of the best financial and lifestyle decisions a family makes. Done poorly, it can be a multi-year tax mess. Visa Pathways: What’s Available in 2026 Before any tax planning matters, you need legal residency. Spain offers several pathways for non-EU citizens, and the right one depends on whether you’re working, retired, or have substantial passive income. The Digital Nomad Visa (DNV) The Digital Nomad Visa, introduced under Spain’s 2023 Startup Act, has become the most popular route for working-age Americans. It allows non-EU remote workers — both employees of foreign companies and self-employed freelancers — to live legally in Spain while working for non-Spanish employers or clients. As of 2026, the income threshold is set at 200% of Spain’s Minimum Interprofessional Salary, which works out to approximately €2,850 per month, or roughly €34,200 per year. Most Spanish consulates recommend showing at least €3,000 monthly to account for currency fluctuations. If you’re applying with family, the income requirement increases. You’ll need to demonstrate an additional 75% of the SMI (about €1,035 per month) for your first dependent — typically a spouse — and 25% for each additional family member. A family of four moving together generally needs to show somewhere around €4,400 per month in qualifying income. The DNV initially issues a residence authorization valid for up to three years if applied for from within Spain, or a one-year visa if applied for through a Spanish consulate abroad. It can be renewed for additional periods, allowing total stays of up to five years, after which permanent residency becomes available. Citizenship is generally available after ten years of legal residency for U.S. nationals (two years for citizens of Latin American countries, the Philippines, Andorra, and a handful of others). Other key requirements include having worked with your current employer or clients for at least three months before applying, holding either a relevant university degree or three years of professional experience in your field, working for a company that has been in operation for at least one year, and earning no more than 20% of your income from Spanish sources. The application process typically takes four to five months. One important wrinkle for Americans: the U.S.–Spain Totalization Agreement does not currently cover remote work in the way that some other bilateral agreements do, so the U.S. Social Security Administration rarely issues Certificates of Coverage for DNV applicants. Most U.S. W-2 employees need to either get their employer to set up a Spanish “shadow payroll” arrangement, switch to 1099 contractor status and register as an autónomo (self-employed) in Spain, or accept that they’ll be paying into the Spanish social security system. This is a frequent friction point and is best resolved before the move, not after. The Non-Lucrative Visa (NLV) The Non-Lucrative Visa is the traditional retiree route — and increasingly used by Americans of any age with sufficient passive income. It explicitly does not permit working in Spain or remotely for any employer, which is its main limitation. As of 2026, applicants need to show approximately €2,400 per month (around €28,800 per year) in passive income or savings, with additional financial requirements for dependents. For genuinely retired Americans drawing Social Security, pension income, or living off investment portfolios, this is often the cleanest path. It comes with one substantial caveat that we’ll return to in the tax section: NLV holders are not eligible for the Beckham Law, so they pay full progressive Spanish tax rates on worldwide income from day one. The Golden Visa Is Gone If you’ve been planning around Spain’s Golden Visa — the residency-by-investment program that previously offered residency in exchange for a €500,000 real estate investment — that program ended in April 2025 as part of housing market reforms. New applications are no longer accepted. Existing Golden Visa holders retain their residency, but anyone considering this route now needs to look at alternative visas, or alternative countries (Portugal and Greece still operate similar programs, though Portugal’s no longer accepts real estate). The Highly Qualified Professional Visa For Americans being recruited by Spanish companies for skilled positions, the Highly Qualified Professional (HQP) Visa provides a path tied to a specific job offer. It’s typically valid for two years and renewable, and it qualifies the holder for the Beckham Law tax regime. This is less common for traditional relocation but matters for executives and engineers being hired into Spanish operations. Choosing Among Them In practice, most Americans we work with end up on either the DNV (if working remotely) or the NLV (if retired or financially independent). The choice has significant tax implications down the line, particularly around eligibility for the Beckham Law, which we’ll cover next. The Spanish Tax System: What Americans Actually Pay This is where most pre-move planning gets serious. Spain taxes its tax residents on worldwide income — meaning your U.S. dividends, your rental income from a property in Texas, your capital gains from selling Apple stock, all of it can be subject to Spanish tax. The U.S.–Spain tax treaty and the Foreign Tax Credit prevent most cases of literal double taxation, but the interaction between the two systems creates real planning challenges. When You Become a Tax Resident Spain considers you a tax resident if any one of three things is true: you spend more than 183 days in Spain during a calendar year, your “center of economic interests” is in Spain (meaning your primary income or main assets are there), or your spouse and minor children habitually live in Spain (a rebuttable presumption). The 183-day rule is the most common trigger, and importantly, sporadic absences count toward the total unless you can prove tax residency in another country. This matters because Spanish tax residency is binary and applies to the full calendar year. If you arrive in Spain on July 1 and stay through year-end, you’ve spent 184 days there and you’re a tax resident for the entire year — including January through June, when you were still living in the U.S. Smart timing of the move can save substantial tax. We often recommend arriving after July 2 in a given year, which keeps you under the 183-day threshold for that year and pushes Spanish tax residency to year two. Income Tax Brackets Spanish income tax (IRPF) is progressive and combines a national portion with a regional portion that varies by autonomous community. For 2026, the combined general rates run roughly: Up to €12,450: about 19% €12,451 to €20,200: about 24% €20,201 to €35,200: about 30% €35,201 to €60,000: about 37% €60,001 to €300,000: about 45% Over €300,000: about 47% Investment income — dividends, interest, capital gains, and rental income from investments — is taxed on a separate “savings” schedule: Up to €6,000: 19% €6,001 to €50,000: 21% €50,001 to €200,000: 23% €200,001 to €300,000: 27% Over €300,000: 30% For most American expats earning between €40,000 and €80,000 per year, the effective Spanish tax rate is about 25–33%, which is comparable to or slightly lower than combined U.S. federal and state taxes for the same income. The pain points aren’t usually the standard rates — they’re the wealth tax, the lack of Roth recognition, and Modelo 720 reporting. The Beckham Law: A Major Opportunity Spain’s “Beckham Law” — named for the soccer player who was its early high-profile beneficiary — allows qualifying newcomers to be taxed as non-residents for up to six years, despite physically living in Spain. Under this regime, you pay a flat 24% on Spanish-source employment income up to €600,000 per year (47% on amounts above that), and your foreign income is generally exempt from Spanish taxation. For an American earning €100,000 per year on a Digital Nomad Visa with an employment contract, the Beckham Law saves roughly €10,000 annually compared to standard progressive rates — and the savings grow rapidly at higher income levels. For someone earning €250,000, the savings can exceed €40,000 per year. The Beckham Law has strict requirements. You generally must not have been a Spanish tax resident in the previous five years, you must move to Spain because of an employment contract or to take on a directorship, and — critically — you must elect into the regime within six months of registering with Spanish Social Security. Miss that six-month window and you cannot opt in later. We’ve seen this mistake destroy tens of thousands of euros of potential tax savings. The regime is available to W-2 employees and DNV holders with employment contracts. It is not available to self-employed autónomos in most circumstances, nor to Non-Lucrative Visa holders. This is why your visa choice has such significant tax implications. The Wealth Tax This is the tax that most surprises Americans. Spain’s wealth tax (Impuesto sobre el Patrimonio) is an annual levy on net worth as of December 31 each year. Spanish tax residents pay on their worldwide assets; non-residents only pay on Spanish-located assets. The structure includes a national tax-free allowance of €700,000 per person (which means €1.4 million for a married couple holding assets jointly), plus an additional €300,000 exemption for your primary residence in Spain. Above those thresholds, rates run progressively from 0.2% to 3.5%, depending on total assets and the autonomous community where you reside. Regional variation matters enormously here. Madrid and Andalucía effectively eliminate the wealth tax through 100% regional bonifications, though the national-level Solidarity Tax on Large Fortunes still applies above €3 million in those regions. Catalonia, by contrast, applies the tax in full. If wealth tax exposure is a serious concern for your situation, the autonomous community you choose to live in becomes a meaningful planning variable. There’s also a Solidarity Tax on Large Fortunes, introduced in 2023, that applies to net wealth above €3 million and adds an additional 1.7% to 3.5% on assets above that threshold. It coordinates with regional wealth tax relief to provide a national floor, so even residents of Madrid pay it on assets above €3 million. Roth IRAs in Spain: A Critical Issue Here is one of the most important things for Americans to understand before moving: Spain does not respect the tax-free status of Roth IRAs. Under U.S. law, qualified Roth IRA distributions are entirely tax-free, since contributions were made with after-tax dollars. Spain doesn’t see it that way. The Spanish tax authority (Hacienda) classifies Roth IRA distributions as investment income — specifically, as income from movable capital — and taxes them at savings rates. The taxable portion is generally the gain (the increase in value over your contributions), not the entire distribution, but this still represents a substantial loss of the Roth’s core benefit. A 2022 binding consultation (V1291-22) clarified this treatment, and the same ruling generally requires Roth IRAs to be reported on Modelo 720 and included in wealth tax calculations. The strategic implications are significant. If you have a large Roth IRA and you’re moving to Spain, you may want to consider taking distributions before establishing Spanish tax residency, while distributions are still tax-free in both countries. After becoming a tax resident, every Roth IRA distribution will likely face Spanish tax on the embedded gains. The same applies to any Roth conversions you might be considering — generally you want these completed before the move, not after. Traditional 401(k) and IRA distributions are treated more conventionally as pension or general income in Spain, and they’re taxable in both countries with foreign tax credits relieving most of the double taxation. The U.S.–Spain treaty was updated by a protocol that entered into force in November 2019, and it improves the treatment of cross-border pensions in several ways, though it does not solve the Roth issue. Capital Gains and Investment Income For Spanish tax residents, capital gains on the sale of most U.S. securities (like stocks held in a brokerage account) are taxable in Spain at savings rates of 19% to 30%. Under the U.S.–Spain treaty, gains on the sale of shares are generally taxed only in the country of residence, with limited exceptions for real estate and substantial shareholdings, so the planning here is relatively clean: if you sell while a U.S. resident, you owe U.S. tax; if you sell while a Spanish resident, you owe Spanish tax. This creates a major pre-move planning opportunity. If you have substantial unrealized gains in your taxable investment accounts, the year before your move is a powerful window. You can harvest gains at U.S. long-term capital gains rates — which top out at 23.8% including the Net Investment Income Tax — rather than at Spanish savings tax rates that run as high as 30% above €300,000 in gains. For a portfolio with $500,000 in unrealized long-term gains, the difference can be tens of thousands of dollars. This is one of the most common planning moves we recommend for clients moving to Spain with appreciated portfolios. The strategy isn’t always to harvest. If you’re moving to a non-Beckham regime and your overall income will push you into Spain’s higher capital gains brackets later, harvesting now may be valuable. If you have low income in Spain and modest gains, the Spanish tax may actually be lower than your U.S. rate. The right answer depends on your specific numbers — which is exactly the kind of cross-border modeling a fee-only planner is well-positioned to do without bias. The Foreign Earned Income Exclusion and Foreign Tax Credit U.S. citizens are taxed on worldwide income regardless of where they live, so you’ll continue filing U.S. returns from Spain. Two main mechanisms prevent literal double taxation. The Foreign Earned Income Exclusion (FEIE), claimed on Form 2555, allows you to exclude up to $130,000 of foreign earned income from U.S. taxation for the 2025 tax year (the limit adjusts for inflation each year). Qualifying requires either the bona fide residence test or the physical presence test (330 full days outside the U.S. in any 12-month period). Importantly, the FEIE only covers earned income — wages and self-employment income — not investment income. The Foreign Tax Credit (FTC), claimed on Form 1116, gives you a dollar-for-dollar credit against U.S. taxes for income taxes paid to Spain. Because Spanish rates often exceed U.S. rates at higher income levels, most expats earning above the FEIE threshold find the FTC works better. Excess credits can be carried back one year and forward ten years. The choice between FEIE and FTC has secondary effects worth understanding. The FEIE can disqualify you from making Roth IRA contributions if it pushes your taxable U.S. income low enough. The FTC preserves earned income for IRA contribution purposes. For families with college-age children, the FEIE can also affect the calculation of education credits. Reporting Obligations: Modelo 720 and FBAR Spanish tax residents must file Modelo 720 each year, declaring foreign accounts, securities, and real estate that exceed €50,000 in any of three categories. The form is informational, not a tax return, but penalties for non-filing have historically been severe (though the European Court of Justice forced Spain to substantially soften them in 2022). The filing window is January 1 through March 31 each year for the prior year’s data. On the U.S. side, you’ll continue to file: FBAR (FinCEN Form 114): required when total foreign accounts exceed $10,000 at any point during the year. Form 8938 (FATCA): required when foreign financial assets exceed $200,000 at year-end or $300,000 at any point during the year for single filers living abroad ($400,000/$600,000 for married filing jointly). Form 8621: required for any PFIC holdings — more on this below. Form 8833: to disclose treaty positions. The reporting load is real but manageable with the right preparer. What gets people in trouble isn’t usually the difficulty of any single form — it’s not knowing the forms exist. Investments: What to Do Before You Become a Spanish Tax Resident This is the single most consequential financial planning area for Americans moving to Spain, and the area where pre-move action matters most. Once you’re a Spanish tax resident, your options narrow considerably. The window before that happens is when most of the high-leverage decisions get made. The Brokerage Account Problem A wave of U.S. brokerage firms — including Vanguard, Fidelity, Morgan Stanley, Merrill Lynch, Edward Jones, Ameriprise, TIAA, USAA, and others — have been restricting or closing accounts of U.S. citizens who update their address to a foreign country. The pace accelerated sharply in 2024 and 2025 as firms tightened compliance with anti-money-laundering and FATCA-related requirements. Some firms close accounts outright; others restrict trading to liquidating positions only; some allow continued holdings but block new purchases. The practical implications for someone planning to move to Spain are: Don’t update your address until you have a plan. Once your firm sees a Spanish address, you may have 30 to 60 days to make decisions under significant time pressure. Identify expat-friendly custodians in advance. Charles Schwab International and Interactive Brokers continue to serve U.S. expats in Spain with relatively few restrictions, and a handful of independent advisory firms maintain relationships with custodians who will hold accounts for U.S. citizens abroad — typically when those accounts are managed by the advisory firm rather than self-directed. Transfer assets in-kind, don’t liquidate. If you’re forced to move accounts, transferring securities directly between custodians avoids creating a tax event. Liquidating into cash can trigger massive unintended capital gains. We spend considerable time at AIO Financial helping clients structure their accounts to remain compliant and accessible from abroad. The best time to do this work is before the move. Why Local European Brokerages Are a Trap for Americans The natural instinct, once you’ve moved to Spain, is to open a Spanish or European brokerage account and invest locally. For non-Americans, this is fine. For U.S. citizens, it’s a tax catastrophe — because of the Passive Foreign Investment Company (PFIC) rules. Under U.S. tax law, virtually any non-U.S. pooled investment vehicle — every European mutual fund, every UCITS ETF, every European-domiciled index fund — is classified as a PFIC. The IRS designed PFIC rules to discourage Americans from investing in foreign funds that the IRS cannot easily audit, and the punishment is severe: PFICs are taxed at the highest ordinary income rates (currently up to 37%) on gains, with interest charges layered on top, and require an annual Form 8621 filing that can take a tax preparer several hours per fund to complete. There’s a Qualified Electing Fund (QEF) election that can avoid the worst of these rules, but it requires the foreign fund to provide an annual PFIC statement with very specific information. Almost no European fund managers produce these for retail investors, so QEF elections are theoretically available but practically impossible. The bottom line is straightforward: as a U.S. citizen living in Spain, you generally need to invest through a U.S. brokerage in U.S.-domiciled funds and ETFs. Buying European funds — even excellent, low-cost European index funds — turns a clean financial picture into a tax disaster. There’s a complicating wrinkle: EU MiFID II regulations restrict EU-resident investors from buying many U.S.-domiciled ETFs, because U.S. fund providers haven’t produced the EU-required Key Information Documents. Most U.S. expats in Europe end up holding individual stocks, ETFs purchased through expat-friendly U.S. brokerages, and pre-existing fund positions. Some use options strategies or structured workarounds. Working with a cross-border advisor who understands which products remain accessible matters here. Pre-Move Investment Moves to Consider Twelve to eighteen months before your move, the following are typically worth analyzing: Harvesting long-term capital gains. As discussed above, U.S. long-term gains rates often beat Spanish savings rates, and once you’re a Spanish resident, every sale potentially triggers Spanish tax. Strategically selling and rebuying appreciated positions in your final U.S. year can lock in U.S. tax treatment. Roth conversions. If you have meaningful traditional IRA balances and you’re not in a high U.S. tax bracket, completing Roth conversions before the move means the conversion is taxed at U.S. rates only. After the move, conversions get more complicated (and the resulting Roth doesn’t get U.S.-style tax-free treatment in Spain anyway). Roth distributions. For older clients with substantial Roth balances who plan to draw on them in retirement, taking distributions before becoming a Spanish tax resident captures the full Roth benefit. Once in Spain, the gain portion of every distribution is taxable. HSA decisions. Health Savings Accounts are not recognized by Spain. The income inside them is potentially taxable annually for Spanish tax residents. Some clients draw down HSAs before the move; others maintain them with the understanding that ongoing reporting and tax will apply. 529 plans. Similar issues. 529 plans aren’t recognized as tax-advantaged in Spain, and depending on the structure, may create ongoing Spanish tax liability. Drawing down 529s for U.S. educational use before the move, or restructuring them, is often part of the plan. Real estate decisions. Selling a U.S. primary residence before the move keeps the Section 121 exclusion ($250,000 single / $500,000 married) cleanly available under U.S. rules. Selling after the move adds Spanish tax considerations and can complicate the exclusion. Renting out the U.S. home while abroad creates ongoing reporting in both countries but can be the right answer for those who plan to return. Trust and estate review. U.S. revocable living trusts are not recognized as transparent in Spain — Spanish tax authorities may treat them as opaque foreign entities, which can create unexpected tax consequences. Estate plans drafted under U.S. assumptions often need substantial revision before a move. Should You Keep Investments in the U.S. or Move Them Abroad? For almost every American citizen moving to Spain, the answer is: keep your investments in the U.S. The combination of PFIC rules, EU MiFID II restrictions on U.S. ETFs, and the comparatively higher costs and lower transparency of European retail investing means that a U.S.-domiciled portfolio held at an expat-friendly U.S. brokerage is almost always the right structure. The exception is if you renounce U.S. citizenship — but that’s a separate, much larger conversation. What changes is what you hold and how you manage it. U.S.-domiciled ETFs and individual stocks remain the foundation. You may need to adjust around currency exposure (more on this below), tax-efficiency rules that differ between the two countries, and the loss of access to certain U.S. mutual funds that don’t allow non-resident purchases. Asset location — what you hold in Roth versus traditional versus taxable accounts — also looks different through a cross-border lens. Currency Considerations One question we get often: should you convert to euros once you move? The honest answer is “it depends on your time horizon and liabilities.” Most retirees and long-term residents in Spain end up with euro-denominated living expenses but dollar-denominated investments. Over time, this creates currency exposure: a 10% drop in the dollar means your investment portfolio buys 10% less in Spain. There are a few approaches we use with clients: Hold a euro cash reserve sufficient to cover 1–2 years of living expenses. This protects against short-term currency movements forcing investment sales at bad prices. Don’t try to time currency markets. Strategic currency hedging at the portfolio level is rarely worth the cost for individual investors. For larger portfolios, consider modest direct euro exposure through ETFs that hold European equities or international developed-market funds. Don’t overdo it — global diversification is good; concentrated currency bets are not. Moving Cash: How to Actually Get Money to Spain Getting funds across the Atlantic has gotten easier in recent years but still has friction points worth understanding. Wire Transfers vs. Money Service Providers Traditional bank wires from a U.S. bank to a Spanish bank work but are typically expensive — fees commonly run $25–$50 per outbound wire from the U.S. side, plus a poor exchange rate that often costs another 1–3% of the amount transferred. For a $100,000 transfer, that’s potentially $3,000+ in spread costs. Specialized providers like Wise (formerly TransferWise), OFX, and Revolut typically offer mid-market exchange rates with much lower fees, often under 0.5% all-in. For larger transfers, a foreign exchange broker can negotiate even better rates, sometimes with a forward contract that locks in the exchange rate for a specific future date — useful when you’re closing on a Spanish property and want to know exactly how many dollars the euro purchase price will cost. For most cross-Atlantic transfers under $250,000, Wise is the simplest and lowest-cost option. Above that, dedicated FX brokers start to make sense. Spanish Bank Accounts You’ll need a Spanish bank account for daily living. The traditional banks (CaixaBank, BBVA, Santander) all offer non-resident accounts you can open before establishing residency, though increasingly they want to see your NIE (Spanish foreigner identification number) or your visa. Newer digital banks like N26 and Revolut are popular with expats for their lower fees and English-language interfaces, though some Spanish landlords and employers still prefer traditional banks. A common approach: open a basic non-resident account at a major Spanish bank for housing transactions and government payments, plus a Wise multicurrency account for receiving USD income and converting to EUR efficiently. Reporting Large Transfers Both U.S. and Spanish authorities track large cross-border transfers. On the U.S. side, transfers over $10,000 are reported automatically by your bank to FinCEN. On the Spanish side, banks report incoming international transfers to the Banco de España and tax authorities. None of this is illegal or problematic — but if you’re moving $400,000 to buy a house in Valencia, expect both sides to know, and don’t structure transfers in ways that look like you’re trying to avoid reporting (which is itself a U.S. federal crime). Cash Buffer for the First Year We typically recommend clients have at least six months — preferably twelve months — of Spanish living expenses available in liquid form before the move, in addition to their long-term investment portfolio. The first year in Spain comes with surprise costs: temporary housing, deposits, immigration fees, legal and tax advisor fees, furniture, car purchases, healthcare deposits. Having a cash buffer means none of this requires selling investments at a bad time or running up debt at unfavorable rates. Healthcare, Insurance, and Social Security Spain has one of the better healthcare systems in the developed world, but accessing it as a new arrival requires planning. Most visa categories require private health insurance during the application process and typically through the first year of residency. Standard policies from companies like Adeslas, Sanitas, and Asisa run €60–€150 per month per person depending on age and coverage level. After establishing residency and (for those working in Spain) contributing to Spanish Social Security, you become eligible for the public system, which is generally excellent. For Americans on Medicare, Medicare does not cover care received in Spain. Some retirees maintain Medicare and pay the Part B premiums in case they return to the U.S.; others let it lapse. Reactivation comes with late-enrollment penalties, so this decision deserves careful thought before it’s made. U.S. Social Security retirement benefits continue to be paid to U.S. citizens living in Spain, and the U.S.–Spain Totalization Agreement helps prevent dual social security taxation for many work situations. Working in Spain also generates Spanish social security credits that may eventually qualify you for Spanish retirement benefits, though qualification typically requires fifteen or more years of contributions. Estate Planning Across Borders This is the area most often deferred — and most often regretted. U.S. estate plans drafted assuming U.S. residence rarely work cleanly in Spain. Spain has its own inheritance and gift tax (Impuesto sobre Sucesiones y Donaciones) that applies to Spanish residents and to inheritances of Spanish-located assets. National rates run from 7.65% to 34%, with multipliers based on the relationship between the deceased and the beneficiary. Autonomous communities have wide latitude to set their own rates and bonifications, so effective rates vary enormously: in Madrid, Andalucía, and several other regions, close family members pay almost nothing; in others, rates approach the national maximum. Spanish forced heirship rules also differ from U.S. rules. Spain reserves a legitimate portion of an estate for certain heirs (typically children), which can override testamentary wishes expressed in a U.S. will. EU Regulation 650/2012 allows you to elect U.S. (or your nationality’s) law to govern your succession, but this election generally must be made explicitly in your will and is not automatic. Revocable living trusts, the workhorse of U.S. estate planning, are not transparent in Spain. The Spanish tax authority may treat the trust as a separate opaque entity, which can create unexpected income tax during life and complicate inheritance treatment at death. Many cross-border families need to revise or replace their trust structure before the move. Practical recommendations: consult a Spanish abogado experienced in cross-border estate planning before the move. Have a Spanish will (separate from your U.S. will) covering Spanish-located assets. Make explicit choice-of-law elections under EU Regulation 650/2012. Review beneficiary designations on all U.S. accounts to ensure they still make sense. Lifestyle Costs: What Spain Actually Costs in 2026 A rough framework for Spanish living costs in 2026, by region: Mid-sized cities (Valencia, Granada, Málaga, Seville, Zaragoza): A comfortable lifestyle for a single person runs €1,800–€2,500 per month including rent for a one-bedroom in a desirable neighborhood. A couple typically lives well on €3,000–€4,500 per month. Madrid and Barcelona: Add 30–50% to the above. A nice one-bedroom in central Madrid runs €1,400–€2,000 per month; in Barcelona, €1,500–€2,200. Total monthly costs for a single person comfortably range €2,800–€4,000. Coastal premium areas (Marbella, Ibiza, parts of Mallorca): Closer to U.S. coastal city costs, especially in summer months. Expect €4,000+ monthly for comfortable single living, often €6,000+ for couples. Rural and smaller towns: Substantially lower. Many Americans report living comfortably in Spanish villages or small cities for €1,500–€2,000 monthly per person, including rent. These figures cover housing, food, utilities, transport, basic entertainment, and private health insurance. They don’t include big-ticket items like a car purchase, international travel, or major medical events. A Practical Pre-Move Timeline For a hypothetical move twelve to eighteen months in the future, here’s the timeline we generally recommend: T-18 to T-12 months: Strategic planning. Engage a U.S.-side cross-border financial planner and a Spanish abogado/tax specialist. Decide on visa pathway. Begin tax-projection modeling. Identify which U.S. accounts will move and which custodians can serve you abroad. Begin Spanish language study if you haven’t already. T-12 to T-9 months: Big financial moves. If indicated, complete Roth conversions. Begin strategic gain harvesting in taxable accounts. Review 529 and HSA balances for pre-move decisions. Decide on U.S. real estate (sell, rent, or hold). Update estate documents. T-9 to T-6 months: Visa application. Gather documents, get FBI background check apostilled, prepare income documentation, file the visa application. (Application processing typically takes 4–5 months.) T-6 to T-3 months: Logistics. Arrange international moving company. Begin planning what to ship versus sell versus store. Open expat-friendly U.S. brokerage account if needed. Open Spanish non-resident bank account if possible. Identify Spanish housing for the first 3–6 months. T-3 months to move date: Execution. Final tax planning moves. Cancel U.S. utilities, services, insurance. Notify employer if working remotely. Confirm all Spanish appointments (NIE, padrón, visa pickup). Time the actual move date for tax efficiency — generally after July 2 in any given calendar year if circumstances permit. T-0 to T+6 months in Spain: Settling in. Register with local padrón. Apply for Tarjeta de Identidad de Extranjero (TIE). Set up Spanish utilities, internet, healthcare. Critically: file Beckham Law election within 6 months of Social Security registration if eligible. Begin Spanish tax registration with AEAT. T+12 months: First Spanish tax return. File first IRPF return for the partial year (if applicable). Review and adjust ongoing tax strategy based on actual income realized. How AIO Financial Works With Cross-Border Clients At AIO Financial, our work with Americans moving to Spain is fundamentally about reducing the cost of bad surprises. We are a fee-only fiduciary firm — meaning we receive no commissions, no kickbacks, no revenue from any product we recommend. Our clients pay us directly, and we work only for them. That structure matters especially for international moves, where the financial services industry’s commission-based incentives often push expats into expensive insurance products and PFIC-laden offshore structures that primarily benefit the salesperson. Our typical engagement with a Spain-bound client involves an initial deep planning phase eight to twelve months before the move, then transition support during the move itself, then ongoing investment management and annual planning review once settled. We coordinate with Spanish tax counsel and U.S. expat tax preparers — we don’t replace them, but we make sure all the pieces fit together. We help clients maintain compliant U.S. brokerage relationships from abroad through our institutional arrangements. We don’t claim to be everything. We’re not Spanish lawyers or accountants. We don’t handle Spanish tax filings ourselves. Spain’s gestores and Spanish tax advisors handle that side of the picture. Our role is the U.S.-side planning and the cross-border coordination — making sure the two systems work together rather than against each other for our clients. The Bottom Line Moving to Spain can be one of the best financial and lifestyle decisions an American family makes. It can also be one of the most expensive, depending on how the planning goes. The difference is rarely about how much money you have — it’s about how much advance planning you do. The tax rates aren’t usually the killer. Spain isn’t dramatically more expensive than the U.S. on income tax for most middle-income families. What costs people money is the avoidable mistakes: missing the Beckham Law deadline, holding the wrong type of investments, triggering U.S. capital gains in Spain when they could have been harvested at home, getting blindsided by Modelo 720 reporting, ending up in a high-wealth-tax region without realizing it. Almost all of these are preventable. The work to prevent them mostly happens twelve to eighteen months before the plane takes off, not after. If you’re seriously considering Spain, the time to start the financial planning conversation is now. AIO Financial is a fee-only fiduciary financial planning firm registered with the SEC, headquartered in Tucson, Arizona, and serving clients virtually across the United States and abroad. We specialize in expat financial planning, sustainable and impact investing, retirement planning, and tax-aware investment management. We earn no commissions, sell no products, and are compensated only by our clients. To discuss your situation, visit aiofinancial.com or contact us at 520-325-0769. This guide is for educational purposes only and is not legal, tax, or investment advice. Tax laws and visa rules change frequently. The figures, thresholds, and rates cited reflect our understanding as of early 2026 and are subject to change. Please consult qualified U.S. and Spanish professionals about your specific situation before making cross-border financial or relocation decisions.

Ken Paller | Neuroscience | Northwestern University  "Sleep-based Memory Reactivation and Opportunities for Better Benefits from Sleep"  "Sleep is critical not only for its restorative benefits but also for its contributions to memory function. Memory reactivation occurs covertly during sleep. Corresponding changes in the brain move memory consolidation forward, enhancing the likelihood of later remembering and stoking creativity. Our habits of overnight memory reactivation—and the specific memories we reactivate each night—influence our daytime psychological well-being. What transpires in our brains after we fall asleep may seem beyond volitional control. To the contrary, it can be strategically modified to seek various benefits. We have developed methods to modify sleep-based memory reactivation using sensory stimulation, and studies with these methods have uncovered various facets of this covert processing, including dreaming. We've also sought insights through studies of the well-documented methods of contemplative sleep practices from Tibetan-Buddhist traditions going back many hundreds of years. We are now seeking to apply this knowledge through new health-related applications to make sleep better and help people with sleep disorders such as insomnia, sleep apnea, and nightmares."   00:00 CMBC Introduction by Dietrich Stout  04:20 Speaker Introduction by Stephan Hamann  06:35 Lecture by Ken Paller  54:58 Q&A session If you would like to become an AFFILIATE of the Center, please let us know.Subscribe to our YouTube channel to get updates on our latest videos.Follow along with us on Instagram | Facebook NOTE: The views and opinions expressed by the speaker do not necessarily reflect those held by the Center for Mind, Brain, and Culture or Emory University.

Stop scrolling through fantasies about moving to big cities... this episode will hit different. Matt Paulson joined me to break down how he created roughly $200 million in wealth through MarketBeat while based in Sioux Falls (population ~200k). We go in on the non-negotiable principles that drove his 20-year compounding success... why location independence + community roots beat the coastal grind... exactly how he'd start over in today's world... and the inspiring ways he's poured that success back into his local ecosystem. If you're building something meaningful and want real, grounded inspiration instead of hype, drop everything and listen to this one. Trust me... you don't want to miss it. Key Takeaways and Insights: 1. Distribution Is the Real Moat - Great content loses to average content with better distribution. - Google algorithm updates forced MarketBeat to diversify early. - Matt dominated the Google Finance tab when everyone else fought over blue links. - Lesson: Find underpriced attention. Capture it. Convert it to owned channels. 2. Email as the Core Asset (Not Social) - 200,000+ daily pageviews were converted into email subscribers via smart opt-ins. - Daily emails for engaged users. Weekly for cooling segments. - Reactivation campaigns target 30–270 day inactive subscribers. - Engagement is measured by purchases, not just opens and clicks. 3. Scaling to $60M with a 19-Person Team -$50M in revenue with 19 employees (40 including contractors). -Media is leverage-heavy — subscriber growth doesn't require proportional headcount. -Belief: $100M revenue with ~30 people is realistic. -Systems > staffing. 4. Paid Acquisition as the Growth Engine - 80% of new leads now come from paid channels. - $1.4M/month in ad spend with plans to test up to 10 new channels this year. - Each channel has a profitability ceiling ,you find it by testing. - Three-month lag to break even on new paid cohorts. 5. Backend Data > Cheap Leads - Cheap leads are often unprofitable leads. - Channel-level tracking determines which subscribers buy, not just open. - SparkLoop drove engagement but not purchase intent. It was cut. - Principle: Optimize for lifetime value, not cost per subscriber. 6. AI as Leverage, Not Strategy - Three content types: human-written, templated automation, pure generative AI. - AI summarizes earnings transcripts into publishable articles. - “Molti” (Claude workflows) writes daily tweets, manages calendar buffers, flags performance anomalies. - AI augments operators. It doesn't replace judgment. 7. Why YouTube Is the Next Growth Bet - 620K subscribers in ~3 years. - Built around a professional host and expert interviews. - Investing in a full studio buildout to scale production quality. - Organic is stable. Paid drives scale. Video builds future-proof attention. 8. Building a $50M Company from South Dakota - Sioux Falls. Population ~250K metro. - No VC distractions. No “next hot thing” syndrome. - Fewer peers. Fewer temptations. More focus. - Bootstrapped. 100% ownership retained. 9. Venture Investing Lessons (What Fails) - Every idea-stage investment with zero revenue failed. - Now requires ~$20–25K MRR before investing. - Avoids biotech/FDA-heavy businesses due to capital intensity. - Watches burn rate closely: $500K/month burn kills startups fast. 10. Success Redefined: Enjoyable Days in a Row - No desire to sell MarketBeat. - Cash flow over exit multiples. - Defines success by how many enjoyable days he stacks consecutively. - Business as leverage for impact: philanthropy, community, and ownership. Resources & Tools:

Direct To Print Aligners,Will It Change Clear Aligner Therapy? 8 MINUTE SUMMARY In this episode, I review direct-to-print alignersand how the material offers potential biomechanical advantages through itsmaterial properties when compared with conventional thermoplastic aligners. Theunique feature of force recovery of the material and current emerging evidence.The episode also explores the current limitations of the evidence base anddiscusses why, despite theoretical advantages, direct-to-print aligners havenot yet entered routine clinical practice. This podcast is based on a recent lectureby Jean-Marc Retrouvey. Timestamp00:27 – What are direct-to-print aligners?01:10 – How do direct-to-print aligners deliver force?02:39 – Push and pull forces and adaptation03:58 – Reactivation with heat, unique force recovery05:09 – Variable aligner thickness07:08 – Why haven't direct-to-print aligners changed aligner therapy yet?  Material photopolymer resins  Force delivery – Push and Pull Engage with undercuts not possible with thermoformedalignerso  Deliver forces to areas seen as non-engagedsurfaces§ Non-engaged surface – greater displacement thanTFA (Hertan 2022) Force delivery – Adaptation·     Closer adaptation 20-30% more accurate 30um or 0.03mm (48 um Graphy Zendura, Essix Ace and DPA Koenig2022). ·     Uniform thickness                                                                                            i.        TFA Non-uniform thickness – due thermal process, thinner areasend of aligner                                                                                          ii.        TFA sharp distribution around attachment / transition Force delivery material properties ·     TFA Stress relaxation – Reduce force with time,12 hours reduce 60%, DPA reduce to around 50%, but with recovery increase to75% Xu 2025                                                                                             i.        Moment to force ratio more sustained for bodilymovement, in vitro study  ·     Thickness customisationo  Creating a force couple: 0.8 labial, Vs 0.5mmlingual , creating moment within the aligner   Direct to Print Aligners 2 types: Shape memory Vs Activememory·      Similarclaims:1.       Re-activate force recovery through heating inwater reactivation and reverse stress relaxation and creep2.       Customise thickness, trimlines and auxiliaries3.       Less attachments4.       Speed of printing aligner 5.       Less wastage ·      Shapememory: Graphy 20191.       Transition temperature – low 45 degrees, from30-45 degrees = increase temperature = reduce force. Re-activates inside themouth to maintain properties. Choi 2025 ·      Activememory LuxCreo 2022 1.       Transition temperature – high 60 degrees =maintain elasticity2.       Re-activated with warm water  = restores mechanical properties  Challenges: 1.       Little clinical research to support biomechanicalsuperiority2.       Loss of force from insertion Xu 2025 50% in 12hours3.       Effectiveness seems camparable for mild to moderatecases: a.       PAR change DPA 86%, refinement of 40% VanessaKnode 2025, b.       PAR change TFA 88.9% Jaber 2022, refinement of 70-94%Ladewig 2005, Kravitz 2023   See Jean-Marc Retrouvey's lecture in full: https://www.youtube.com/watch?v=j7fJmxgXHqU Previous podcast on Direct To Print Aligners February2024https://orthoinsummary.com/direct-to-print-aligners-are-they-really-different-to-normal-aligners-8-minute-summary/ #aligneronorthodontics#directtoprint#orthodontics#orthodonticsinsummary#Farooqahmed#Orthodontics#Luxcreo#graphy#clearalignertherapy   

Rob Pacinelli is the VP and co-founder of The Best Media. In this episode, we explore Rob's journey from starting in his parents' basement to building an agency that's worked with 70-80 employees over the years, his evolution from e-commerce to full-service digital marketing, and how he's now pioneering AI-powered lead reactivation through their innovative "Sales Android" technology.Rob shares hard-won lessons about hiring experts over beginners, the costly mistakes of trying to wear too many hats, and why he'd rather pay more for professionals than waste time training. We dive deep into The Best Media's transformation toward AI automation, exploring their custom GPT solutions, AI video production workflows using Sora and HeyGen, and how they're helping clients convert dead leads into sales with 24/7 automated systems.If you're an agency owner, entrepreneur, or marketer looking to understand how AI is reshaping digital marketing operations—from lead reactivation to video production—this conversation delivers tactical insights you can implement immediately.Building a digital marketing agency from scratch in a parents' basementThe evolution from e-commerce to full-service agency over 23 yearsHiring lessons: Why paying experts more saves money in the long runManaging 70-80 employees over time and what Rob LearnedAI-powered lead reactivation and the "Sales Android" conceptCustom GPT development for business automationAI video production using Sora, HeyGen, and RunwayThe future of videographers in an AI-driven worldNotebook LM for content repurposing and brand voice extractionBalancing human creativity with AI efficiency01:22 – Rob's Oakville connection and early client stories03:46 – Starting in the parents' basement after university (2000)05:11 – First client: An e-commerce business, not an agency client07:32 – Hiring the first employee: A high school friend as web developer09:12 – Managing multiple services: SEO, paid ads, websites simultaneously11:47 – The expert-only hiring philosophy: Why Rob stopped training beginners14:23 – 70-80 employees over 23 years: Key lessons on delegation16:45 – Client retention challenges: "Do 1,000 things right, one mistake and you're fired"18:34 – Why specialization beats generalization in agency services21:15 – The transition to AI: Lead reactivation and Sales Androids explained24:08 – Custom GPT development: Rob's personal AI clone project26:42 – AI video production workflow: Sora, HeyGen, and Runway integration29:33 – Creating videos from two photos: The AI video revolution32:17 – Overcoming Sora's content restrictions: The Godzilla vs King Kong example35:20 – The "resubmit hack": Getting rejected AI prompts accepted37:44 – Will AI replace videographers? Rob's perspective on evolution vs replacement40:28 – The modern videographer: Combining in-person shoots with AI tools43:15 – Notebook LM deep dive: Extracting grammar and speaking style for AIContact:Website: TheBestMedia.comEmail: roberto@thebestmedia.comLinkedIn: Roberto PacinelliSora – AI video generationHeyGen – AI avatar and video creationRunway – AI video editing and effectsNotebook LM – Content analysis and repurposingCustom GPT – Personalized AI assistantsChatGPT – AI language modelEnjoyed this episode? Subscribe to Drop The Mic and leave a 5-star review on your podcast platform. New episodes drop weekly featuring entrepreneurs, marketers, and business leaders sharing transformation stories and tactical growth strategies.Drop The Mic with Jason Hunt - Where marketing meets AI, storytelling, and real business results.Digital Marketing Done For You

Explore the herpes virus family, chronic viral reactivation, and personalized integrative strategies when symptoms persist beyond conventional care.In this episode, I'm joined by Dr. Andrew Petersen as we take a deeper look at the herpes family of viruses and why symptoms can linger when conventional care falls short. We explore chronic viral reactivation, immune dysfunction, and how integrative medicine approaches these complex patterns with personalized, patient-first strategies designed to uncover the real “why” behind unresolved illness.Dr. Petersen is a nationally recognized Lyme disease expert who takes a holistic approach to diagnosis and treatment. As such, he treats environmental toxins, endocrine dysfunction, autonomic dysfunction, electromagnetic dysfunction, and any other chronic infections.Dr. Petersen has dedicated his career to unraveling the complexities of Lyme disease and tick-borne illnesses and addressing conditions that often elude traditional diagnosis and treatment methods.Before his tenure as the chief of staff for Forum Health, Dr. Petersen served as the hospital chief of staff in Wellington, Texas. This invaluable experience allowed him to recognize the limitations of conventional medicine and inspired him to seek better solutions. With 24 years of experience as a physician, he brings a wealth of knowledge and a visionary perspective to every patient he serves. His pioneering spirit, coupled with his exceptional expertise in Lyme disease and related conditions, makes him a beacon of hope for patients seeking a path to healing and wellness in the face of complex medical challenges.Forum HealthFind us at: Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forumhealth.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Clinic Locator: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forumhealth.com/clinics/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on Social: Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/forumhealthco/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/forum_health/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠PODCASTThank you for listening.Please subscribe and share.This podcast is produced by DrTalks.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://drtalks.com/podcast-service/

What would your practice look like if you never had to worry about marketing or lead follow-up again? In this episode of the Will Power Podcast, host Will Humphreys sits down with Carl Mattiola, co-owner of Breakthrough Marketing, to discuss the seismic shift AI is bringing to the world of physical therapy and private practice.Carl reveals how Breakthrough is using AI "Agents" to handle the most time-consuming part of running a clinic: lead conversion and patient reactivation. From reducing 16 hours of manual follow-up to just 30 minutes, this conversation explores how technology is helping clinic owners reclaim their time while scaling their impact.Key Takeaways:Content is a Commodity: Why high-quality copywriting is now accessible to everyone through AI. If you know how to prompt it correctly.Meet Your New Digital Employee: Defining AI Agents and how they act as 24/7 virtual assistants for your practice.The Power of Reactivation: Why your past patient list is your most valuable asset and how to automate the "checking in" process.Human-Like Interaction: How AI is now capable of having complex, compassionate conversations with patients that are nearly indistinguishable from human staff.Solving the Staffing Crisis: Using automation to handle high-volume responses that would otherwise overwhelm a short-staffed team.Send us a textVirtual Rockstars specialize in helping support or replace all non-clinical roles.Learn how a Virtual Rockstar can help scale your physical therapy practice.Subscribe here to our completely free Stress-Free PT Newsletter for your weekly dose of joy.

Stop wasting money on strangers when your database holds prospects who already know your brand. Reactivated leads convert at 1% to 5%, yet most teams ignore them completely. The timing, segmentation, and channel strategies that actually work might surprise you. Learn more: https://adforesight.com/ Ad foresight City: Casper Address: 5830 E 2nd St, Ste 7000 #19279 Website: https://adforesight.com/

I'd love to hear from you 'text the show'You are a clinic owner and it feels a bit quiet right now. Then this episode is for you if you've caught yourself refreshing your diary, wondering whether you should run an offer, post more on social media, or questioning whether you're doing something wrong. I want you to pause. Because quiet periods do not kill clinics. Panicked decisions do.In this episode, I'm talking you off the ledge without sugarcoating it. I'm giving you clarity, perspective for this time of year, and practical actions so you can lead your clinic properly through this season.Episode Summary

What does it take to stabilize your donor pipeline, re-engage lapsed supporters, and grow fundraising revenue—without burning out your team?In this episode of The Intake, host Katherine Shenar is joined by Kendall Paul, CEO of the Vanderburgh Humane Society, and Kristin Serrano, Vice President and Managing Director at TrueSense Marketing, for a candid, data-driven conversation about building a smarter, more resilient fundraising program. Since 2022, Vanderburgh Humane Society and TrueSense have partnered to design and execute an integrated fundraising strategy rooted in strategic segmentation, donor retention, reactivation science, and disciplined acquisition modeling.The results are striking: the highest active donor count in five years, the successful reactivation of long-lapsed donors, and record-breaking fundraising revenue. Together, Kendall and Kristin walk through how the partnership worked, the decisions that mattered most, and what animal welfare organizations of any size can apply to strengthen their own fundraising efforts.If you're a fundraiser navigating donor fatigue, retention challenges, or pressure to “do more with less,” this episode offers real-world insight—and a roadmap forward.

This episode is Offer #5 in our 5 Offers Series: Reactivation — the last offer in the stack, and the most misunderstood. Reactivation should never be your growth strategy. It should be the icing, not the cake. But done properly? It's free revenue sitting on your doorstep. In this episode, Mark and Ian reveal: The real purpose of a reactivation offer (and why it isn't what you think) How to calculate the exact moment a customer becomes “lapsed” using the 95% rule Monetary credit vs. discounts which actually breaks through inbox blindness Why waiting too long kills reactivation… and how acting early transforms your AOV What to do with subscribers who don't open, ignore, or never see your emails Why some businesses shouldn't expect powerful winbacks and what to focus on instead How to use reactivation across email, SMS, direct mail, Facebook, and Google audiences The old bakery story that explains why reactivation works (only after fixed costs are paid) If you've ever wondered whether reactivation is worth it — or if your business is doing it the wrong way — this episode answers everything.

Open Enrollment Reactivation: How Clinics Turn Past Patients into Six-Figure Months (with Jeremy Dupont) In this episode, Doc Danny Matta sits down with Jeremy Dupont (founder of Patch) to break down the most reliable campaign in cash PT: Open Enrollment. They cover simple and advanced playbooks for reactivating past patients, the offers that convert (and why), how to mobilize your team, and what realistic results look like for a growing clinic. Quick Ask Help us move toward our mission of adding $1B in cash-based services to physical therapy—share this episode with a clinician friend or post it on your Instagram stories and tag Danny. He'll reshare it! Episode Summary Low-hanging fruit: Reactivation beats cold lead gen. Past patients already know, like, and trust you—bring them back with a clear, time-bound offer. Timing that works: Run Open Enrollment mid-September to early November to avoid competing with Black Friday and holiday noise. Proven offers: Classic 12 for 10 pack (two “free” visits or a clear $-savings) and a higher-commitment 24 for 20 pack (often on a 3-pay plan) to grow LTV and stabilize MRR. Clinical cadence: Frame packages for twice-monthly visits (habit & outcomes), not “stretch it for a year.” Families often share bigger packs. FSA nudge: “Use it or lose it.” Encourage spending FSA dollars before year-end; HSA rolls, FSA often doesn't. Manual > fancy: Individual reach-outs (text, call, in-person) outperform gimmicks. Emails nurture; humans convert. Team power: Involve providers in personalized follow-ups. Incentives like a Christmas week off can crush goals. Results you can expect: A clinic with an owner + two staff PTs commonly sells 20–30 packages when they execute well. Lessons & Takeaways Offer clarity wins: Know exactly what you're selling and how you'll message savings and value. Context is king: Choose channels and scope based on capacity. Don't flood a full schedule. Nurture all year: A warm list responds; a cold list ignores asks. Give value before you ask. Plan the calendar: Open Enrollment → Black Friday → Holidays → New Year. Map campaigns, staffing, and hiring to demand. Mindset & Motivation It's an ecosystem: Reactivation is part of your hiring, space, continuity, and cashflow strategy—not a one-off promo. Follow-up is a skill: Segmented, human follow-up turns “maybe later” into revenue now. Give, give, ask: Consistent education builds reciprocity. Then earn the right to sell. What Works (Tactical) Simple path (solo or lean): Pick one clear offer (12 for 10), email your list, text/call past patients, and have providers invite current patients who are nearly out of visits. Advanced path (bigger teams): 5–6 email drip over 2–3 weeks, landing page specific to Open Enrollment (not your contact page), track opens/clicks and manually follow up with “warm” engagers. Personalization buckets: Current patients with 2–3 visits left, past patients who finished care recently, old leads who inquired but didn't buy—each gets tailored copy and a direct ask. Motivate the team: Group goals (e.g., hit X packages = Christmas week off). Time off > small cash bonuses. Avoid time wasters: Fancy video email “personalization” tools didn't move the needle. In-person and 1:1 messages did. Notable Quotes “Reactivation is the lowest hanging fruit—people who already trust you just need a clear reason to come back.” “If the last time you emailed your list was last Open Enrollment, don't expect fireworks.” “Less is more: pick the right window, keep the offer simple, and follow up like a pro.” Pro Tips for Owners Define the offer: Choose 12 for 10 or 24 for 20 (with 3-pay). Set the clinical cadence (2x/month). Own the landing page: Dedicated Open Enrollment page with a single CTA—don't dump traffic on a generic contact form. Mine your analytics: Build manual follow-up lists from people who opened multiple times or clicked the CTA. Right-size promotion: If you're at capacity, keep it tight (email + in-clinic). If you're feeding 6–7 PTs, amplify everywhere. Think families: Position bigger packs for active households who'll share visits across the year. Action Items Pick your Open Enrollment dates (target mid-Sept to early Nov) and one offer. Spin up a simple landing page with FAQs and a clear “Talk to Us” form. Segment lists: current (low visits left), past 3–6 mo, old leads. Draft 3 tailored scripts. Schedule a 5-email drip and build warm-engager follow-up tasks for your team. Set a team goal & reward (e.g., holiday week off) and daily scoreboard. Programs Mentioned PT Biz Part-Time to Full-Time 5-Day Challenge (Free): Get clear on your numbers, choose your path to full-time, and build a one-page plan. Resources & Links PT Biz Website Free 5-Day PT Biz Challenge Patch (Strategy Calls & Implementation) Follow Jeremy on Instagram: @_jeremydupont (marketing deep dives & Open Enrollment tips) 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.

TWiV reviews continuing US measles outbreak, host and genetic variations that regulate antibody responses to hepatitis C virus, and varicella-zoster reactivation and the risk of dementia. Hosts: Vincent Racaniello, Alan Dove, Brianne Barker, and Angela Mingarelli Subscribe (free): Apple Podcasts, RSS, email Become a patron of TWiV! Links for this episode Support science education at MicrobeTV Mass firings at CDC (Time) Measles cases continue to climb in US (NPR) Immune 100 at The Incubator (Eventbrite) Viral and host variations modulate antibody responses against HCV (Cell Rep) VZV reactivation and risk of dementia (Nature Med) Taking a shot at dementia (TWiV 1207) Demented and crass (TWiV 1249) Letters read on TWiV 1263 Timestamps by Jolene Ramsey. Thanks! Weekly Picks Angela – ‘Am I redundant?': how AI changed my career in bioinformatics Brianne – OpenSpace and their YouTube Channel Alan – Coral City Camera – live view of a reef in Biscayne Bay, FL (and NPR story on it). Vincent – Neck pain relief exercises with Dr. Adam Fields Listener Pick Greg – AI: What could go wrong? and An AI System With Detailed Diagnostic Reasoning Makes Its Case Intro music is by Ronald Jenkees Send your virology questions and comments to twiv@microbe.tv Content in this podcast should not be construed as medical advice.

In this episode of The Kula Ring, we're joined by Ruth Stevens, President of eMarketing Strategy and professor at NYU Stern. Ruth explains why retention, reactivation, and expansion are the most underleveraged levers in B2B marketing and how marketers can partner with sales to maximize customer lifetime value. From data-driven “reasons to call” to subscription-based models, Ruth offers tactical advice on how manufacturers can double revenue without acquiring a single new customer.

This is the hidden gem of your business, communicating with former customer and prospects.Click Here to Subscribe to The Adventures of Pipeman for PERKS, BONUS Content & FREE GIVEWAYS!Take some zany and serious journeys with The Pipeman aka Dean K. Piper, CST on The Adventures of Pipeman also known as Pipeman Radio syndicated globally “Where Who Knows And Anything Goes”. Listen to & Watch a show dedicated to motivation, business, empowerment, inspiration, music, comedy, celebrities, shock jock radio, various topics, and entertainment. The Adventures of Pipeman is hosted by Dean K. Piper, CST aka “The Pipeman” who has been said to be hybrid of Tony Robbins, Batman, and Howard Stern. The Adventures of Pipeman has received many awards, media features, and has been ranked for multiple categories as one of the Top 6 Live Radio Shows & Podcasts in the world. Pipeman Radio also consists of multiple podcasts showing the many sides of Pipeman. These include The Adventures of Pipeman, Pipeman in the Pit, and Positively Pipeman and more. You can find all of the Pipeman Podcasts anywhere you listen to podcasts. With thousands of episodes that focus on Intertainment which combines information and entertainment there is something for everyone including over 5000 interviews with celebrities, music artists/bands, authors, speakers, coaches, entrepreneurs, and all kinds of professionals.Then there is The Pipeman Radio Tour where Pipeman travels the country and world doing press coverage for Major Business Events, Conferences, Conventions, Music Festivals, Concerts, Award Shows, and Red Carpets. One of the top publicists in music has named Pipeman the “King of All Festivals.” So join the Pipeman as he brings “The Pipeman Radio Tour” to life right before your ears and eyes.• The Adventures of Pipeman• Pipeman Radio• Pipeman in the Pit• Positively PipemanClick Here to Subscribe for PERKS, BONUS Content & FREE GIVEWAYS!Follow @pipemanradio on all socials & Pipeman Radio Requests & Info at www.linktr.ee/pipemanradioStream The Adventures of Pipeman daily & live Mondays, Tuesdays, Wednesdays at 1PM ET on W4CY Radio & Talk 4 TV. Download, Rate & Review the Podcast at The Adventures of Pipeman, Pipeman Radio, Talk 4 Media, iHeartRadio, Apple Podcasts, YouTube & All Podcast Apps.

Sick of gimmicky “drawn from a hat” texts and Starbucks gift-card blasts? Your audience is too. In this episode, Michael breaks down the LEADS Method: a human, no-BS reactivation system that's driven 60 - 70% reply rates, closed 17 clients from a dormant list, and added $52K in ARR in days…without sounding like a robot.What you'll learn:Why automation fatigue is killing your reactivation campaignsThe LEADS MethodThe exact “perks” message to start real conversations (copy/paste)How to segment offers so they actually match what people wantedSimple booking closes that fill your calendar (no fake urgency)___________________________________________________________________________________________

This week, we're joined by Rachel Crume, KDFWR's R3 Program Coordinator, and Megan Bagby from the R3 Branch. We kick things off with early season deer hunting strategies, and Rachel—who's also an experienced deer tracker—shares valuable post-shot advice every hunter can use this fall. From there, we dive into the work of the R3 Branch (Recruitment, Retention, and Reactivation), highlighting how they help get people outdoors and involved in hunting, fishing, and other wildlife-related activities. Programs like Becoming an Outdoors Woman workshops and Hunter Education courses are just a couple of examples we cover. We round things out with some fishing talk and a few fun side topics along the way.

Broadcast from KSQD, Santa Cruz on 8-21-2025: Dr. Dawn opens with disturbing research linking respiratory infections to breast cancer reactivation. Studies show increased breast cancer deaths during COVID beyond screening delays, suggesting viral infections may awaken dormant cancer cells through inflammatory signals. Mouse models demonstrate that influenza infection can increase metastatic burden up to 1000-fold by triggering neutrophil extracellular traps that act as growth signals for sleeping cancer cells. She covers neuroimmune crosstalk in lung fibrosis research, where mice lacking pain receptors developed worse scarring when exposed to lung injury. The absence of pain signals failed to trigger natural inflammation suppressors, leading to increased neutrophil activity and inflammatory nets that contributed to tissue damage. New food spoilage detection technology uses pH-sensitive dyes in packaging that fluoresce or change color when bacterial metabolism produces acids. This could prevent foodborne illness from contaminated deli meats and dairy products by providing visual warnings before consumption, particularly important for high-risk foods like lunch meats and mayonnaise. Dr. Dawn warns about diquat replacing glyphosate in Roundup products, potentially creating 200 times more toxicity. The new compound suppresses gut lining proteins, creating leaky gut and allowing bacterial toxins into the bloodstream, while causing permanent kidney, liver, and lung damage. Most countries have banned diquat, but it remains available in American stores. Research reveals that lactose intolerance can cause intense nightmares through gut-brain connections. Montreal studies found that people with dairy sensitivity experience more frequent, distressing dreams that improve significantly when dairy is eliminated from their diet. The mechanism likely involves gastrointestinal discomfort causing microarousals that make dreams more vivid and memorable. She describes revolutionary remote-controlled probiotics combining genetically modified E. coli with pill cameras. These bacterial robots can detect inflammation, produce therapeutic compounds on command, and communicate through bioluminescence. Applications include targeted inflammatory bowel disease treatment where bacteria manufacture anti-TNF nanobodies when activated by LED signals from swallowed capsules. An emailer with recurring diverticulitis asks about surgical options versus dietary management. Dr. Dawn explains the structural causes of diverticular disease and the vicious cycle created by repeated antibiotic treatments that damage gut microbiomes. She emphasizes the importance of dramatically increasing fiber intake and addressing underlying leaky gut issues that may contribute to the condition. A caller asks about foods for better bowel movements while managing diabetes and taking Wegovy. Dr. Dawn recommends ground flaxseed mixed into various foods and weekly preparation of roasted root vegetables for someone with limited cooking skills. The conversation becomes personal as the caller expresses concerns about housing security and healthcare access during uncertain political times. New microplastic research reveals how these particles accumulate bacteria, viruses, and toxins in biofilm "coronas" that enhance their harmful effects. Different plastic types carry varying electric charges affecting where they travel in the body. Breakthrough laser detection methods now allow precise identification and tracking of specific plastic polymers in tissues, enabling better research on health impacts. Dr. Dawn discusses advances in CAR-T cell therapy for multiple myeloma, sharing positive results from her husband's recent treatment. New research suggests injecting lipid nanoparticles containing CAR DNA instead of removing T-cells for laboratory modification, potentially making this therapy much cheaper and more accessible while maintaining effectiveness for blood cancers.

Discover how hunters, educators, and advocates are reshaping the future of hunting and conservation. In this episode of The Sportsmen's Voice, host Fred Bird explores the R3 movement—Recruitment, Retention, and Reactivation—and its critical role in the future of hunting, shooting sports, and wildlife conservation across the U.S. Fred first welcomes Taniya Bethke, a national voice for inclusive hunting access, to talk about the importance of community engagement, education, and partnerships in growing support for hunting and public lands. She breaks down how to better connect with urban populations and why shifting public perception is essential to long-term success in conservation. Then, Courtney Braunns of the Pennsylvania Game Commission joins to share what's working—and what's not—at the state level. She highlights youth hunting initiatives, college outreach, and the impact of Sunday hunting legalization in reversing declining participation trends. She also discusses the challenges of land access and the importance of mentorship programs for first-time hunters. Finally, Fred sits down with Greg Kretschmar, longtime radio host and outdoor advocate in New England. They dive into the role of media in shaping opinions on hunting, how social platforms can both help and hurt, and why personal outdoor experiences remain powerful tools for changing minds and hearts. Greg reflects on the therapeutic value of time in nature and the responsibility of hunters to lead by example. Takeaways R3 Framework: Recruitment, retention, and reactivation efforts are vital to hunting's future. Urban Outreach: Engaging city dwellers and college students expands the hunting base. Land Access: A top barrier to new hunter participation, especially in metro areas. Mentorship Matters: New hunters thrive when guided by experienced outdoorsmen and women. Conservation Funding: Hunters contribute directly through licenses and excise taxes. Social Media's Impact: Perception of hunting is shaped—often negatively—online. Therapeutic Outdoors: Hunting and time in nature support mental health and well-being. Inclusive Messaging: Public lands belong to everyone—education must reflect that. Wildlife Management: Hunting plays a vital role in population control and habitat care. Partnerships Matter: Collaborations between agencies, NGOs, and hunters amplify success.   Get the FREE Sportsmen's Voice e-publication in your inbox every Monday: www.congressionalsportsmen.org/newsletter                Sign up for FREE legislative tracking through CSF's Tracking the Capitols tool: www.congressionalsportsmen.org/tracking-the-capitols/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In episode #297, Ben Murray tackles a common SaaS metrics question: How should reactivations be treated when calculating gross and net revenue retention (GRR & NRR)? Key takeaways: Reactivated customers (e.g., those who churned quickly but later update payment info) should not be included in new revenue — doing so skews CAC and CAC payback metrics. Gross Revenue Retention (GRR) only accounts for contraction and churn — reactivations don't belong here. Net Revenue Retention (NRR) is where reactivations should be recorded — they're essentially recovered revenue from existing customers. SaaS companies with high first-month churn (e.g., due to onboarding issues) may consider calculating an adjusted retention metric. Ben also highlights his new AI chatbot on TheSaaSCFO.com — trained on his blog content for instant SaaS finance answers. Level up your SaaS knowledge here: https://www.thesaasacademy.com/

Rich travels to Dubrovnik for the European Congress of Virology 2025 and Vincent joins via Zoom to speak with Stéphane Blanc, Vanda Juranić Lisnić, and Elisabeth Puchhammer-Stöckl about their work on plant viruses, cytomegalovirus, and Epstein-Barr virus. Hosts: Vincent Racaniello and Rich Condit Guests: Stéphane Blanc, Vanda Juranić Lisnić, and Elisabeth Puchhammer-Stöckl Subscribe (free): Apple Podcasts, RSS, email Become a patron of TWiV! Links for this episode Support science education at MicrobeTV Assembled plant viruses move through plants (PLoS Path) Genome formula of multipartite virus (PLoS Path) Immune surveillance of cytomegalovirus in tissues (Cell Mol Immunol) Cytomegalovirus and NK cells (Nat Commun) Epstein-Barr virus and multiple sclerosis (J Clin Inves) Epstein-Barr virus and lymphoproliferative disease (Transplant) Timestamps by Jolene Ramsey. Thanks! Intro music is by Ronald Jenkees Send your virology questions and comments to twiv@microbe.tv Content in this podcast should not be construed as medical advice.

See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 In this episode, Vince breaks down 7 simple but powerful lists every gym owner needs to grow their business, improve relationships, stay productive, and define success. It's all about having clear targets and consistently working your lists to stay on track. The 7 Lists:Power List – 3-5 key tasks you must complete daily.Spouse List – Focus on what you love, not what annoys you.Former Clients – List of people to re-engage monthly.Client Frequency – Track how often clients train and upsell.Angel List – Local businesses to partner with.Project List – Active projects (3-7 max) you're working on.Success Criteria – Your personal definition of success. See Vince and the SPF Team live on July 18th & 19th inside Gabriele Fitness!Click the link to learn more: https://events.vincegabriele.com/july2025 If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Jim Sulima, Director of Player Development at Rocky Gap Casino Resort, joins URComped CEO Craig Shacklett to explore effective strategies for reactivating and retaining casino players. The discussion dives into key topics such as identifying inactive players, understanding why they disengage, and analyzing their responses. Sulima shares practical tactics for bringing players back, the best approaches to take once they return to the property, and how to ensure long-term retention. The conversation also touches on proactive methods for spotting players who are at risk of becoming inactive, offering valuable guidance for operators aiming to maintain strong customer engagement. Message Jim Sulima on LinkedIn to access the free course: https://www.linkedin.com/in/jimsulima/ Topics Discussed: - Identifying inactive players - Why do players become inactive - Player responses - How to bring inactive players back - What should you do when inactive players return to property - How do you retain inactive players after their return - How do you find players who are soon to be 'inactive' Learn more: https://trio360.vip/player-reactivation-and-retention-jim-sulima-interview-video/ Join iGaming Sports Betting VIP group: https://www.skool.com/igamingsports-betting-vip-2296

If you’ve ever felt unsure about how to bring past patients back into care—without feeling pushy or salesy—this episode is for you. In Part 2 of the Reactivation Blueprint, I’m breaking down the 8 principles behind a powerful recall and reactivation strategy. These aren’t just tactics—they’re the mindset, systems, and culture that make reactivations feel natural, ethical, and effective. You’ll learn: Why missed visits are quietly costing your practice thousands How to shift your team culture so follow-up feels like service—not selling The script I use at the ROF to set the foundation for future follow-up (and why it works so well) What the “White Coat Effect” teaches us about who should do the follow-up How to use categories to clean up your patient list and free up mental bandwidth The truth about “maybes” and why they drain more than just your books If you’re ready to follow up with confidence, reconnect with patients who already trust you, and grow without chasing cold leads—this episode will show you how. Hit play and let’s bring your best patients back—with care, not pressure.See omnystudio.com/listener for privacy information.

In this episode, I’m diving into one of the most overlooked growth strategies—reactivating your existing patients. But before we talk about campaigns and emails, we need to ask a more important question: Is your practice actually worth returning to? I’ll share a story about one of my long-term patients, Janet, and how her honest feedback changed how I think about recalls forever. I’ll also walk you through the tools I recommend—like the Net Promoter Score and exit surveys—to help you figure out what’s working, what’s not, and what your patients really value. Here’s what I cover: Why reactivation is an act of kindness, not just a marketing tactic What true retention means—and why it’s essential for a sustainable practice How to collect and interpret patient feedback without losing your identity The first steps to making your practice unforgettable Before we talk about how to bring people back, let’s make sure we’re giving them a great reason to return.See omnystudio.com/listener for privacy information.

Tim's linksHomepage:http://polytope.www1.50megs.comNatural Healing Self Empowerment health book:http://polytope.www1.50megs.com/health3.htmlThe Math Wizard:http://polytope.www1.50megs.com/science.htmlNature of Energyhttp://polytope.www1.50megs.com/tech.htmlHidden History of Humanity:http://polytope.www1.50megs.com/history.htmlDoors of Perception is available now on Amazon Prime!https://watch.amazon.com/detail?gti=amzn1.dv.gti.8a60e6c7-678d-4502-b335-adfbb30697b8&ref_=atv_lp_share_mv&r=webMake a Donation to Forbidden Knowledge News https://www.paypal.me/forbiddenknowledgenehttps://buymeacoffee.com/forbiddenThe Forbidden Documentary: Doors of Perception official trailer

Want to turn AI and digital disruption into your competitive advantage as a service-based business? Join the MindShift Inner Circle.Want help to market, grow, and scale your business? Schedule a free strategy session.Are you struggling with marketing ROI? Here's the shocking truth: 96% of visitors to your website are NOT ready to buy today. Most businesses waste thousands on ads targeting cold leads instead of nurturing warm prospects who just aren't ready to purchase yet. In this episode, Darrell Evans reveal the retargeting strategies we use with our 7 and 8-figure clients to convert "dead leads" into sales on autopilot. Stop leaving money on the table.KEY TAKEAWAYS:1. Only 2-4% of people who engage with your brand are ready to buy TODAY2. Most businesses give up on leads after 30-90 days3. 55% of prospects will solve their problem within 3-18 months4. Database reactivation campaigns can unlock thousands of "dead leads"5. Top of mind remarketing requires only 5% of your total ad spendWe love feedback. Send us a text message.Revolutionize your marketing with AI in a community of established founders and CEOs. Join the MindShift Inner Circle today and stay ahead of the curve! If you enjoyed this episode, please consider leaving us a rating and review on Apple Podcasts or Spotify. Your feedback helps us more than you know.

Tiff and Kristy look into re-care and re-activation in practices, including adopting a healthy mindset about patient outreach, encouraging medical readiness out of those patients, and steps your team can take today to ensure scheduling happens every time. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:02) Hello, Dental A Team listeners. We are back at you today. I have Ms. Kristy back with me today in the, we'll call it the studio. We're each in our own studio. We are here just so excited to bring you guys more value and more information and doctors who.   Kristy (00:02) you   The Dental A Team (00:19) Listen to us who come every week, who diligently are here supporting us. love you and appreciate you and Teams exactly the same. love you and appreciate you. Doctors, if you find value in this one today, I am super excited for you to have information today that you can share directly with your team. We are talking re-care and reactivation today. And Kristy, how are you doing today? Let's start there. How's Kristy's world?   Kristy (00:45) my gosh, wonderful. It's been a good day. The weather's nice, had lots of client calls, being able to help people. And then ending up in the studio with you today. So it's a good day.   The Dental A Team (00:57) Awesome. It's a beautiful Wednesday. I appreciate that. And I think it's a little, I think it's just cloudy. I can't say gloomy because you know, I'm in Phoenix, so I'm quite positive there's no actual rain coming. I think it's just a little cloudy, which is making me think I need to be outside later because it, you know, 96 might feel a little bit better with some cloud coverage. We'll see. We'll see. So I'm excited for you, Kristy. And I'm really excited for the clients that you've been able to help already so much. You've had, you got   Kristy (01:16) .   The Dental A Team (01:27) a handful, two handfuls even, clients under your belt and they're just seeing some incredible progress and I want to give you some massive shout outs and some massive kudos. You have built really strong relationships really quickly and made some massive impacts on personal and professional lives all the way across the country. I know you've even got right now a client as far as New Jersey.   and we are West Coast, you guys. So Kristy, thank you for everything that you pour into our company and into our clients and to the people here listening that you pour into our non-clients as well. So Kristy, kudos to you. Thank you for being here today. Yeah, I am really excited, you guys, to chat re-care and reactivation with you all. Really, the thought process here is like patients slipping through the cracks and...   Kristy (02:04) Thank you.   The Dental A Team (02:17) and patients that are maybe forgotten about. And they're forgotten about, but we still love them. So patients that listen, that just every now and again pop into dental podcasts, we love you. But really just talking about this from a standpoint of team and doctor perspective, and What can we do to ensure that these patients don't slip through the cracks or when they do, that we catch them again. And I have to say, been in the dental field for quite a while.   And I was really young when I started in the dental industry. And for a long time, I worked for a really amazing, amazing man. He was, he's just one of my favorite human beings in the world. And this doctor was just incredible, but he is a bundle of energy. guys may have heard me talk about him before. He has so much energy and he's go, go, go all the time. And he is literally your true entrepreneur, right? Your true in...   just like visionary, right? Not integrator. He's your visionary. I was his integrator and constant idea factory and constant like fix this, let's do that, let's do this, let's implement. And I remember he harped on re-care constantly. He's like, we're not fucked out six months, then we're not doing our jobs right. And I used to, when I was young, be like, give it up. Like for the love, just let me live my life. Like stop telling me to make more re-care calls.   And I really just didn't understand. And I don't think he knew how to articulate, you know, the reasons behind it. And I think this comes up in a lot of practices for a lot of doctors and a lot of teams of making sure that we are making recare calls and docs. I have to tell you a little secret. it's a kept secret front office teams and back office teams alike. We like to keep it to ourselves, but we hate making calls. Nobody likes.   to make phone calls, okay? It's not fun. And we will do it for the right reasons and we will do it because we want you to have a thriving practice. But it's not like, gosh, guess what I can do right now? I have a couple minutes, I'm gonna pick up the phone, I'm gonna call some people. It's really the last thought. So I know it's shocking, I know it's hard to hear, but I think we have some tips and tricks today that will take some of that discomfort.   out and make it easy for team members. And also I think we can teach you how to articulate the reasons behind making sure that we have a really good re-care and reactivation program in place. And I want to speak to that first because I think it's the most important piece and the most important aspect of really getting anything done.   is the why behind it. And when you're asking someone else to do something for you, whether it's at home or it's at work or whatever, going into it with the attitude of because I told you to, like my mom used to when we were little, doesn't really work. People, especially adults, we've been hearing it our whole lives because I told you to, right? We didn't like it when we were little, we don't like it now. having that why behind it really stands out and makes it stand strong. And knowing why you want to   Kristy (05:09) Thank   The Dental A Team (05:25) pursue dentistry further, why you want to own a dental practice and why you are here impacting the community can really help motivate and drive a team. For me, and Kristy, I want your opinion on this as well, for me, when I think about re-care and reactivation, I think where are these patients going if they're not coming to us? And are they going anywhere else? So on the first hand, where are they going? I believe in the dentists that I work   for. I believe in him still today. And all the dentists that I have worked for all the dentists I have worked with, I believe in them and in you guys. And I believe that you are the best place that our patients can receive dental treatment. And I believe that because I don't know what they might get somewhere else. And I want to make sure that they are healthy. That's why I'm here healthy and happy and well taken care of. in order to ensure that I have to make sure that they are coming back to our   So for me, re-care, re-activation, I want to make sure that they're coming. Now, if they're not coming at all, they're not going anywhere. That's an even bigger scare for me because I want to ensure that if something were to happen, if something were to go wrong in their oral care, we can catch it very quickly. And so for me, when I come at it with a mindset of positively impacting our community, making sure people know   and are going to the safest best dentist in town, I'm making these phone calls from a much different state of mind because I'm not making them to help our practice. It is going to help. I'm making these phone calls to help the patients, to help the prospective patients because when you go at it from a help me, like, hey, I'm asking you for something, which is the unknown mindset is really come to our practice because it will help us.   That's the unknown subconscious mindset. But when we switch that and we say, hey, come to our practice because I want to make sure you're healthy, I'm doing this for you now. So when you can express that why, when you can have your team come at it from a different space of thinking, it feels better. And while still making 10, 20, 50 calls, whatever it might be, is not, you know,   I'm not jumping out of bed in the morning to make those calls. It is much easier to get through more calls and I'm gonna burn out slower than the other aspect of me asking for something. on the why, express that to your team. Why do you have all of these things and how can we shift their mindset to be coming from a space of helping the patients, like being an advocate for the patient rather than.   Kristy (07:57) you   The Dental A Team (08:08) really looking to fill the holes on the schedule is the only reason I'm calling you. As long as I'm calling you, it's also going to help that. It's a dual purpose. So, Kristy, that was my long-winded statement on it. How do you feel you come at those calls? I know you've made a million of these calls in your day as well. What was your mindset and how do you help train teams on that?   Kristy (08:30) Yeah, I appreciate your sentiments on it. And I almost wonder if we work for the same doctor at some point. But with that being said, I'm with you. In the beginning, I think my doctor was more like he saw the holes in the schedule and then all of a sudden he came swooping up and kind of nagging almost, right? And it almost really dug our heels in for all of us that were up there.   Literally later when we sat down as a team and just like you were speaking at as a healthcare advocate we sat down and came up with our goal for our patients and You know, I hope you guys are doing this as a team too But one of our goals was to make sure all of our patients could be at medical readiness at any given time Right, and obviously we have to do that again within our patients lifestyle and budget but with that being said   if that's our goal for all of our patients and we understand why they're coming to the dentist, it just puts a different spin on it, right? And so even with that, when I'm looking at re-care and reactivation, I hope you guys will look at it a little bit differently too and see those patients that have outstanding treatment along with an unscheduled hygiene appointment, that they're not at that medical readiness and make it a goal to get them there.   you know, help them achieve optimal health, if you will.   The Dental A Team (09:57) Yeah, that's a perfect   add on to the why is the patient goals. Like what is our, what are the goals that we have for our patients? And we talk goals all the time. So that should be a very easy concept to consider of those goals. That kind of makes me think of like our personal goals that we set every year, right? Like what are our, what are our goals for our patients? It's not monetary necessarily. It's really like, how are they feeling? What's our, our patient experience? So I think that was beautiful. Thank you for that addition. So you guys,   Mind frame is everything mindset is everything you guys hear me say all the time your words matter And I believe that with my whole heart so make sure that you guys are on the same page that your team is on the same page and that Team members that you are looking at it from the best view possible. You've got to make the calls regardless So how do you make it the most fun for you figure that out? either way, how are you gonna do it? How you gonna make it the most fun?   I think a couple of pieces that are super actionable, #1 make sure you know your why, make sure you know this mindset thing, but #2 making sure every patient leaves with an appointment is massive. And I know that sounds so kindergarten level, everybody leaves with an appointment, I hear you, but it's still happening in the world that patients are leaving without an appointment. So let's make sure that our patients never leave without an appointment. And then contrary to that or flip side of that, if a patient calls,   #1 we don't use the word cancel, delete that, cancel that from your, you know, verbiage. We don't use the word cancel because patients don't cancel. Patients move appointments. They reschedule and they barely even do that. We barely let them do that. We advocate for them and we make sure that they're seen in a timely manner and we go through all the steps. That's a different podcast. Today's podcast is make sure no one leaves without an appointment. And if they do call to reschedule or move the appointment,   make sure that that's what you're doing. I was in a practice the other day and I had so many phone calls. I'm like, where are all these patients? Why are they falling off the schedule? And then I hear, okay, got it. You want to cancel that? Okay, we'll call you. We'll call and follow up with you in a couple of weeks or we'll wait for you to call. And I was like, couch my eyes out. That's so much work you just created for yourself later. Golly, that might.   My jam, you guys, is efficiency and a life of ease. And I am telling you right now, I would rather spend the time advocating for the patient and fighting to keep them on the schedule right now than having to make that phone call to them later because I have to do re-care calls. If I can make sure I don't have a re-care list, like, hallelujah, I don't want to make those calls. So I...   would advocate for making sure that you keep them on the schedule. So, oh, totally understand that that time won't work. I've done my due diligence to try to save them on that time. Totally understand that time won't work. Let's work to find you an appointment time that will work. Is there a day or a time Monday through Thursday that typically works better for you?   Or is this, you know, one off occasion? So now I'm building the relationship with the patient, asking them why they can't come in, what's going on, how do we work around that? Now, where can we put the appointment that we know they can come in? Because that recare list gets longer, longer, longer, the more patients you allow to cancel off the schedule. So if we're asking our back office team, our hygienist and our dental assistants to schedule next visits, our front office team taking those phone calls needs to be really diligent about making sure that they stick on the schedule. So recare and reactivation starts   starts with making the appointment, it starts with keeping the appointment, and then next step is going to be really truly making those phone calls, making sure that you've got the automation set up. know most everyone is set up on some sort of a system that does confirmation calls or confirmation texts. All of those systems also do automated emails and text messages for re-care. So that's massive and making sure that those patient, you know,   the timeframes are chosen correctly, so it's going to those actual patients and that they're getting multiple reminders. And Kristy, how do you suggest those re-care, you know, that re-care touch point once they do follow the schedule or they weren't scheduled when they were, you know, supposed to be when they were in the office, et cetera, how do you suggest that re-care program really gets put into place?   Kristy (14:13) Yeah,   just like you, I mean, I didn't enjoy making those calls and I know our teams don't, because we hear it every time we're there. Yet, it's a necessary thing. So because we all agree it is necessary and if those patients aren't on our schedule, are they truly healthy? We already talked about that. So I truly like to make daily efforts.   Print your reach your list. Look at not just who was past due, but look at be proactive and look at who's becoming due. If we're really working those lists and we can simultaneous, you take one, I take one, depending on who's making those calls in your office, but print that past due list and look at it. If there's a hundred names, because you know those lists can get pretty long and you just look at it like it's so daunting, but if there's a hundred people on that list,   Look at how many days this month we have, divide it by the days you're working and chunk it out and just make a goal. If that equates to two calls a day or five calls a day, make that your goal. When I think of it that way in a daily effort of phone calls, two or five calls a day is a lot easier than looking at a listing going 100 people. So that's how I tend to chunk it down with Teams and it seems like it goes over a lot better that way.   The Dental A Team (15:28) Yeah.   I agree. I think that's brilliant. And as you're talking, I was thinking of a different podcast that we've done on the billing and adding it to the morning huddle. And as you're talking, I'm like, my gosh, yes, as you're pulling those lists, and as you're looking at your day, I know this is something, Kristy, that you've added within Ralph slips and morning huddles is looking to see is the patient coming in. So doctor side treatment, maybe that patient coming in, limited exam or a crown that was previously diagnosed, or they were here yesterday for their cleaning and they didn't   get rescheduled for their next cleaning. So making sure you've been as simple as looking at the patients that are coming in, do they have an upcoming visit and then family members. I would love knowing every time I walked into any establishment, they were here to take care of me and Brody.   I want you to advocate for both of us. that's brilliant. I love printing that and splitting it, splitting it amongst the teams, splitting it amongst the days, and then making sure that someone is responsible for making sure we have that addressed on our route slips and that morning huddle because...   Again, I'll say this time and time again, podcast and podcast again, it's easier to get the results from the patient standing in front of you than it is to get the results you're after over a phone call. You're basically trying to reconvince them of whatever it is. So if it's on scheduled treatment, re-care, anything you can think of, we're reconvincing them when we have to call them.   I think that's brilliant and it really sparked my thought there. making sure we know why, making sure we have the right verbiage on re-care and the right mindset. I think that mindset also plays, Kristy, into everyone leaving with an appointment because I know some hygienists that have stated to me that they feel like it's invasive and it's pushy and it's salesy. And as long as we have the right mindset, you guys, as long as we're advocating for the patient's health, that's what we're here for. So mindset, verbiage.   pull your re-care lists, make sure that you've got everybody who's coming, who's due and coming up due, can do past due, make sure you've got your automated services in place and that those are going out as well, you guys.   They, their studies, I put air quotes around, they say that it takes, I think this year they said 13. I've, you know, been working with seven times. I think it's 13 times now, but they say it takes anywhere between seven to 13 times hearing something before you're ready to purchase. And so you guys were working in a world of sales are everywhere. They're on our phones, they're on, you know, our   social media apps, they're on billboards, it's on commercials, it's on our music streaming services, everywhere we turn somebody's trying to sell us something and we're in a constant state of no.   And so in order to get people in the state of yes, we have to make sure that we're advocating for it and that we're doing a really great job to continue to remind them. It takes so many times for my eye doctor texting me and calling me and emailing me. It literally takes me being almost out of context when you're like, okay, fine, I'm ready to schedule, but they do it and I love it. And as aggravated as I might get because I'm like, stop.   I know that I need it because I'm your worst patient, you guys. I am the patient that requires 20 reminders to schedule the appointment because I'm busy. I'm on the road. I'm on calls. I'm in meetings. And I'm not the only one. I'm not alone in that.   So always look to treat Tiffanie and know that it's going to take a lot of times you guys are reminding. So making sure you've got your wire, your verbiage, your tool set, your automations up, and you've got a clear plan and directive for route slips and warning huddle slips for who's due, and then a clear directive on how are we going to make those calls. Reactivation real quick. We'll slide this one in there too. Reactivation is really easy and it's huge.   huge. I actually utilize reactivation in the marketing world because I think that there's nothing easier than bringing a patient you've already paid for back into your office. You paid for them once, there was marketing dollars spent somewhere that they came into your office and then they inactivated, which you guys means they haven't been seen in 18 months or longer.   Kristy (19:36) We hope you a great summer. Happy New Year.   The Dental A Team (19:52) So you've already spent the money on them. We're spending dollars on new patients. Why not reach out to these patients who just were forgotten about. They slipped through the cracks and get them back in the practice and add them back into your active patient count. So I think it's huge. I think it's a marketing effort. I think it's easy to add into your Recare program. It's just a reactivation program. We have a really easy one. If you want to reach out, Hello@TheDentalATeam.com. We'll be happy to share it with you. And we've got verbiage tips and tools on there. And then as well as different   dates to set for making sure that those go out. And Kristy, re-care reactivation, it's just a massive, massive part of active patient count success in a practice. Is there anything you feel like, gosh Tiff, if we don't mention this one last thing, they're just without a loss. Is there anything else you can think of that we need to make sure we slide into today's podcast?   Kristy (20:45) No,   think just I challenge you to look at it differently. I mean, you made mention earlier about monetary things and, know, from a patient perspective, if we're really looking at the patient, we know if they stay away, the cost gets greater. So if we're really being a steward to them monetarily, even fighting their fear, right, getting them in is the best thing to do. So.   I just challenge you to look at it a little bit differently, have fun and be in service to your patients.   The Dental A Team (21:19) Beautiful   and we're gonna wrap with that you guys that was wonderful Kristy. Thank you so much Thank you for doing this podcast with me and going on this journey listeners Thank you for being here whether you're a current client a prospective client or someone who is just here to support the podcast We value you we appreciate you and we want to pour so much love and support into you There's anything that you guys heard today that you need more information on or you just want to comment on? You want us to know what your thoughts were? Please. Hello@TheDentalATeam.com   is our email and we will be happy to hear from you and we'll catch you next time.  

This episode is shorter than usual and will be featured in RevenueCat's State of Subscription Apps report.On the podcast: Keeping users engaged through habit-forming experiences, Duolingo's approach to reactivating churned users, and why building daily habits is the foundation for long-term retention success.Top Takeaways:

The Lazy Podiatrist's Guide to Patient Reactivation.The Podiatry Business Podcast, Ep 155. "Discover how to turn your dormant patient database into a revenue goldmine. Learn the exact strategies one podiatry clinic used to generate £2,000 from a single Facebook post. I'll reveal how you can do this in your clinic in less than 5mins work today. "

TWiN discusses a study showing that repetitive injury reactivates HSV-1 in a human brain tissue model and induces phenotypes associated with Alzheimer's disease. Hosts: Vincent Racaniello and Tim Cheung Subscribe (free): Apple Podcasts, Google Podcasts, RSS Links for this episode MicrobeTV Discord Server Repetitive injury, herpes, and Alzheimers (Sci Signal) The tau of herpesvirus (TWiV 1187) Fishing for viruses in senile (TWiV 519) Timestamps by Jolene Ramsey. Thanks! Music is by Ronald Jenkees Send your neuroscience questions and comments to twin@microbe.tv

Here is your complete flu and virus kit! Doctor Motley explores how old virus's can stick around in our system as well as a roundup of his suggested herbs. Also, be aware that an overabundance of yeast in the body could be at play as well. Doctor Motley's Top Signs of Hidden Viruses Cold sores/Canker sores due to stress Small sores in the nose Post-nasal drip Rashes around eyes/dry eyes Random blisters/warts/moles or skin tags around the throat/tonsils/thyroid Tinnitus Planter Warts Random Fatigue * Top Herbs for Viruses: Astragalus, olive leaf, elderberry, woad, Illicium (Star Anise) - * Yeast: Scutelleria + melia, probiotics + organ meats. Reduce sugars and all refined sweeteners. #NaturalHealth #Herbs #Viruses Want more of The Ancient Health Podcast? Subscribe! Follow Dr. Chris Motley Instagram Twitter Facebook Tik-Tok Website ------  Chapters 00:00 Introduction to Natural Remedies for Colds and Flus 02:23 Understanding Chronic Viral Infections 12:17 The Role of Viruses in Our Body 18:40 Reactivation of Dormant Viruses 24:08 Top Herbs for Immune Support ------  Do you have a ton more in-depth questions for Doctor Motley? Are you a health coach looking for more valuable resources and wisdom? Join his membership for courses full of his expertise and clinical wisdom, plus bring all your questions to his weekly lives! Join here: doctormotley.com/membership ------  DISCLAIMER Please remember that the information shared in this podcast is for education purposes only and does not constitute the practice of medicine, nursing, or other professional healthcare services, including the giving of medical advice.   No doctor-patient relationship is formed through this podcast, and the use of information here or materials linked from this podcast is at your own risk.   The content is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Always consult with your healthcare provider before making any changes to your health regimen, and do not disregard or delay seeking medical advice for any condition you may have. Our content may include sponsorship and affiliate links, through which we earn a small commission on sales made through those links. 

In this episode, Anousha and Bright invited Dr. Robert Gish to speak about hepatitis B Reactivation, a serious health issue often overlooked in the discourse surrounding hepatitis B and liver cancer.Learn more about Dr. Gish at his website www.robertgish.com as well as through his podcast linked below.  Everything Liver Podcast: https://www.robertgish.com/podcastSupport the showOur website: www.hepb.orgSupport B Heppy!Social Media: Instagram - Twitter - Facebook

In this episode of Modern Chiropractic Mastery, host Dr. Kevin Christie welcomes back Dr. Naota Hashimoto from TrackStat to explore effective reactivation strategies for chiropractic practices. Throughout the episode, Dr. Christie and Dr. Hashimoto discuss the importance of defining what reactivation means for your practice and how to effectively measure and optimize it. They explore the challenges many practices face, such as insufficient content marketing and communication technologies, and provide actionable strategies to overcome these obstacles. Dr. Hashimoto shares insights on tools and technologies that can streamline reactivation processes, including the use of targeted lists for direct mail, text messaging campaigns, and the implementation of new services and offers. They also touch on content marketing, referral techniques, and maintaining patient engagement. Tune in for valuable tips to enhance your practice's reactivation strategies and ongoing patient communication.

In this episode, Jeff dives into the essential strategies for patient reactivation—an often overlooked yet powerful tool to grow your dental practice. We'll explore how to re-engage past patients, the importance of staying top-of-mind, and how to effectively bring them back into your care. From personalized outreach techniques to leveraging technology and communication tools, we'll provide actionable tips and best practices that will help you maximize your patient retention and reactivation efforts.    The MGE New Patient Workshop - https://www.newpatients.net  Download the Hygiene Formula Spreadsheet - https://www.mgeonline.com/hygieneformula/  Jeff Santone – jeffs@mgeonline.com   Blumberg Digital Reactivation - Text Marketing - Blumberg Digital  

Schedule a call or find out more: https://chirocandy.com/tribe Link mentioned in this episode: https://chirocandy.com/aica-sample Summary: In this episode of the ChiroCandy podcast, Billy discusses strategies for maximizing success in Q4, emphasizing the importance of maintaining momentum during the holiday season. The conversation covers the significance of building authority through video marketing, enhancing conversions with AI and quick lead responses, and the necessity of standing out in a competitive market. The host also highlights the value of community engagement for referrals, innovative marketing strategies for established practices, and the impact of consumer confidence on business growth post-election.   Takeaways Don't coast through the holidays; double down on efforts. Building video audiences can significantly enhance patient engagement. Speed to lead is crucial for improving conversion rates. Your content should reflect your personality to connect with patients. Competing effectively requires consistent and quality content. Community involvement can lead to referrals even from non-patients. Reactivation campaigns can revive past patient relationships. AI can streamline patient booking and improve efficiency. Consumer confidence is rising; leverage this for growth. Establishing authority in your market is key to long-term success.   Case Study #1: https://go.chirocandy.com/case-study Case Study #2: https://www.youtube.com/watch?v=po2nWAaKcho    

In this conversation, Elliott interviews Austin Buresh and Tristan Ryan from the Delta Waterfowl Wichita Chapter. They share their personal journeys into hunting and explore the chapter's community engagement, including outreach programs like veterans hunts. The discussion covers the evolving culture of waterfowl hunting in Kansas, the dynamics of public versus private hunting, and the critical role of Delta Waterfowl in promoting ethical practices. They also delve into R3 (Recruitment, Retention, and Reactivation) initiatives, the impact of regulations, challenges posed by out-of-state hunters, and upcoming events. Additionally, they discuss how drought conditions, migration patterns, and conservation efforts are shaping the future of waterfowl hunting and the importance of educating the next generation in wildlife management. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Dr. Danny explores the power of open enrollment campaigns to re-engage clients and boost revenue in physical therapy practices. He shares how, in 2016, he launched a successful reactivation campaign during a holiday season slump, offering a 6-visit package for the price of 3, generating $25,000-$30,000 in extra income. Dr. Danny emphasizes personalization in marketing, reviewing client histories and tailoring offers to their needs. He also highlights the effectiveness of scarcity, using limited packages to drive urgency. The episode provides practical tips on running a successful campaign and reinvesting in your practice. Join our 5-Day Challenge at physicaltherapybiz.com/challenge Apply at physicaltherapybiz.com/apply Leave a 5-star review on iTunes if you enjoy the podcast! Encourage a friend to do the same! Join our free PT Entrepreneur Facebook Group at facebook.com/groups/ptentrepreneur

Are you a 7-figure business owner looking for ways to generate more cash without adding new offers, increasing your workload, or bringing in more staff? In this episode, we're diving into three fast and effective strategies to boost your revenue: Upselling to increase the value of every transaction, keeping customers loyal to your business longer, and reactivating clients who have gone cold. Whether you run an online business, restaurant, a retail store, or a Medspa, these strategies can unlock hidden revenue in your business that you didn't even know was there.   If you want actionable insights you can implement right away, this episode is for you!   Mentioned in this episode Offer Optimization Scorecard Leave a Podcast Review Subscribe   Work/Connect with me: Offer Optimization Scorecard Book a Call   Tune in to start taking your business and life to the next level today and don't forget to subscribe or follow the podcast to make sure you don't miss any future episodes. Visit https://jessicamillercoaching.com/ to learn more. You can also follow me on Instagram (@jessicadioguardimiller) and Facebook.

In today's episode of Let's Talk Business, we are thrilled to welcome Mitch Axelrod, an entrepreneurial powerhouse, speaker, trainer, advisor, best-selling author, and a man who has significantly contributed to generating over $3 billion in revenue. Join our host, Meny Hoffman, as he sits down with Mitch to unravel the profound insights and strategies that have defined Mitch's illustrious career. We'll delve into Mitch Axelrod's inspiring path from a seasoned salesperson to a thought leader in the world of sales strategies. Mitch will share his revolutionary approach known as "The New Game of Selling," which emphasizes long-term client relationships over transactional sales. You will also learn about the impactful question that Mitch claims has been instrumental in generating substantial revenue. Discover how Mitch has successfully integrated marketing, sales, and service to create a holistic strategy for attracting, converting, and retaining customers. He explains how qualifying prospects early and adding real value, like sharing top 20 no-load mutual funds with clients, has helped him build trust and maintain confidentiality. In this episode, Mitch and Meny discuss the importance of understanding the roles of different corporate buyers, building authentic business relationships, and fostering a win-win philosophy in deals. You'll hear about Mitch's unique methods for engaging clients, maintaining long-term relationships, and the significance of being a trusted advisor.   Episode Timestamps 04:58 Focus on genuine potential clients, not indifferent ones. 09:40 Help clients attract, convert, retain, and reactivate customers. 13:04 Focus on their buying cycle for success. 14:42 Understanding clients' needs to facilitate their journeys. 17:04 Supporting brand journeys; focus on existing clients. 23:42 Build relationships and understand client needs deeply. 25:12 Prioritize long-term relationships post-sale for success. 28:45 Questioning authenticity: genuine or mere marketing tool? 33:39 Switch seats, advocate together, achieve mutual understanding. 35:43 Identify stakeholders and their roles for sales decisions. 40:19 Everyone matters: allies or adversaries based on approach. 42:41 Work backwards, language distinctions, leverage existing clients. Practical Pointers that can learned from this episode : Use impactful questions to understand your clients' needs and motivations, which can drive significant revenue and deeper relationships. Don't waste time on unlikely customers. Ask your prospects upfront critical questions to gauge their potential as clients. Use real feedback from your satisfied clients to attract similar customers. Directly ask your successful clients, "What was the main benefit you received from our service?"  Start with serving rather than selling. Begin your meetings or calls with, "What's the biggest challenge you're facing right now that I might help with?" When re-engaging lapsed clients, authenticity is key. Refrain from using scripted, generic follow-ups. Instead, say, "I realized it's been a while since we last connected, and I wanted to make sure your needs are still being met." Links : https://ptex.co/pandadoc https://thenewgameofselling.com/ https://www.youtube.com/user/mitchaxelrod https://www.facebook.com/mitchaxelrod  

Find More Episodes on PCA Overdrive: https://www.pcaoverdrive.org/contractor-evolution PCA Overdrive is free for members. Not a member? Download the app on the Apple Store or Google Play and enjoy a 7 day free trial! Become a member: https://www.pcapainted.org/membership-resources/ To learn more about Breakthrough Academy, click here: https://trybta.com/pca-ce To learn more about Breakthrough Academy, click here: https://trybta.com/pca-ce To learn more about Kevin and Webrunner, click here: https://webrunnermedia.com/ If you're getting fewer leads than ever, you're not alone. A shifting economy is changing the sales and marketing game for contractors. Gone are the days of accepting a 25% ratio as par for the course. Frankly, you can't afford it. According to today's guest, Kevin Donnelly from Webrunner, it's time to become obsessive about sales efficiency. Kevin walks us through four ways to increase your lead-to-sale ratio—basically, how you can sell more with less. Webrunner is a full-service digital marketing agency that only works with contractors. We've had them on the show before and, seriously, they know their stuff. Let's dive in with Kevin. 00:00 - Intro 01:16 - The problem with lead flow 03:43 - The case for sales efficiency 06:42 - Contractor success story 07:46 - Common problems with lead flow 18:12 - What "good" looks like 24:34 - Speed-to-Lead 40:20 - Sales follow up 53:30 - Reviews 01:04:18 - Reactivation & referrals 01:14:57 - Benefits of optimized lead flows 01:23:37 - About Webrunner Subscribe to Breakthrough Academy to never miss a video!

In the latest episode of the Great Friends Podcast, John Wheeler, CEO of Alpha Aesthetics Partners, sits down with Christin Trujillo from Maven Financial Partners, who is making her second appearance on the show. Recorded live at the VCS tradeshow floor, the episode dives deep into financial metrics crucial for med spa owners. Christin emphasizes the importance of reactivating existing patients as a cost-effective marketing strategy, highlighting how leveraging relationships with current clients can fill schedules and boost revenue. They also discuss the critical metrics of revenue per hour and rebooking rates, explaining how these indicators can provide a quick snapshot of a practice's health and efficiency. John and Christin underscore the necessity of disciplined growth and the strategic advantages of partnering with the right private equity group early on. This episode is packed with valuable insights for med spa owners looking to optimize their operations and drive sustained growth.   LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/ FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/ FOLLOW JOHN WHEELER: https://www.linkedin.com/in/wheelerjohn https://www.instagram.com/johnwheeler.alpha FOLLOW CHRISTIN TRUJILLO: https://www.linkedin.com/in/christinmlang/ https://www.instagram.com/christinlangtrujillo/  

I'm sharing how I learned to navigate seasonal slow downs in practices.  Shared Practices Coach Danielle Kramer and I talk about the common issue of slow patient flow in September and October (AKA Sucktember). Danielle talks about using this downtime for crucial office tasks like inventory management and team training.   Danielle and I talk about: 00:00 - Introduction and Danielle's Unique Recording Setup 00:40 - Understanding the September Slowdown 01:31 - Danielle's Insights on Seasonal Slowdowns 02:26 - Richard's Personal Experience with Seasonal Dips 05:19 - Proactive Strategies for Retention and Reactivation 09:58 - Importance of Marketing Ahead of Slow Seasons 13:21 - Balancing Time Off and Office Productivity 18:39 - Creating Effective SOPs and Training Protocols 24:30 - Organizing Inventory and Office Maintenance 28:50 - Wrapping Up: Collaborative Planning for Success

Today on the show we have Baird Hall, the co-founder of Churnkey.In this episode, Baird shares his experience in developing effective reactivation campaigns and the importance of segmentation in retention strategies.We then discussed how small changes in retention tactics can have a monumental impact on high-volume subscription businesses, and the role of dynamic, personalized cancellation flows.We wrapped up by exploring Churnkey's evolution from a tool-based approach to a comprehensive retention platform, and the future of AI-driven churn prediction.Mentioned ResourcesChurnkeyHotjarChurn FM is sponsored by Vitally, the all-in-one Customer Success Platform.

TWiV reviews viral shedding and antibody responses of men with acute monkeypox virus infection, and gene editing for latent herpes simplex virus infection reduces viral load and shedding. Hosts: Vincent Racaniello, Rich Condit, Kathy Spindler, and Angela Mingarelli Subscribe (free): Apple Podcasts, Google Podcasts, RSS, email Become a patron of TWiV! Links for this episode MicrobeTV Discord Server MicrobeTV store at Cafepress 2024 International HBV Meeting Michelson Prizes: Next Generation Grants Register for ASV Annual Meeting Monkeypox virus shedding (Nat Commun) Gene editing of herpes simplex virus (Nat Commun) Letters read on TWiV 1119 Timestamps by Jolene. Thanks! Weekly Picks Angela – Unconventional Sex Let Anglerfish Conquer the Deep Ocean Kathy – Doonesbury from 5-26-24. And Publish or Perish game Rich – Sky: Giant Sunspot Region 3664 and Resulting Auroras APOD video Vincent – Mysterious sea urchin plague is spreading through the world's oceans Listener Pick Abdulaziz – Biomedical Scientist Answers Pseudoscience Questions Intro music is by Ronald Jenkees Send your virology questions and comments to twiv@microbe.tv Content in this podcast should not be construed as medical advice.

In this episode, Haylie Pomroy delves deep into the perplexing world of viral reactivation with Dr. Nancy Klimas, Director of the Institute for Neuro-Immune Medicine. Dr. Klimas, with her wealth of expertise, sheds light on how dormant viruses can awaken and the different triggers in our environment. This alters lives and challenges our understanding of the immune system.  From the intricacies of the Epstein-Barr virus (EBV) to groundbreaking research on potential treatments, this conversation is a deep dive into the science and hope that fuels the fight against complex chronic diseases. Uncover the mysteries of viral reactivation and its profound impact on conditions like Post-COVID syndrome and Chronic Fatigue Syndrome (ME/CFS). If you're seeking clarity on virus reactivation, this episode promises to enlighten and provide answers.   Dr. Nancy Klimas with 40 years of experience, is renowned for her work in multi-symptom disorders like ME/CFS, Gulf War illness, fibromyalgia, and Long COVID. She leads the Institute for Neuro-Immune Medicine and is a Professor at the Dr. Kiran C. Patel College of Osteopathic Medicine. Previously at the University of Miami's Miller School of Medicine for 30 years, she now contributes significantly to research and education in her field, focusing on innovative treatments and training the next generation of clinicians and scientists. LinkedIn: https://www.linkedin.com/in/nancy-klimas-49255178 —------------------------------------------------------------------------------------------------- Thank you for tuning in to the Hope and Help For Fatigue and Chronic Illness Podcast. Sign up today for our newsletter.

In this episode of the Well-Oiled Operations™ podcast, Stacy discusses four pivotal systems and processes that drive long-term revenue growth and efficiency in any business. Using her personal experience and a deep understanding of business dynamics, she emphasizes the importance of continuous improvement and setting up systems for both immediate and sustained growth. Focusing on the essentials of follow-up systems, reactivations, referrals, and upsells, she elaborates on methods that not only attract customers but also retain them, amplify profits, and improve overall business health.   Also in this episode: Mastering key techniques, systems, and mindset is essential for efficient business operations and profitability. Follow-up systems are crucial for engaging potential customers who have shown interest but have not yet converted. Reactivation of past customers through targeted campaigns can be a significant opportunity for quick revenue generation.   Work with Stacy Tuschl: Click HERE to Book A Call With Stacy   Increase Your Profits While Getting Your Time Back: Join My Free Masterclass - Protect Your Profit Join Well Oiled Operations ™ Live: A 3-Day Virtual Conference Designed to Help You Build & Maximize Your Team to Increase Profit While Reducing Your Workload.   Subscribe To Well-Oiled Operations™ with Stacy Tuschl: Apple Podcast | YouTube | Spotify Connect With Stacy Tuschl: Website | Facebook | LinkedIn | Instagram   About Stacy Tuschl And Well-Oiled Operations™: As a best-selling author, speaker, and successful business owner, I empower small business owners to thrive. Through my Well-Oiled Operations™ approach, I assist entrepreneurs in attracting customers, increasing profits, and finding personal happiness. My proven process helps students overcome challenges, reach their full potential, and establish self-sustaining ventures—all while maintaining a balanced life. You shouldn't sacrifice your well-being for your business; your business should enhance your life. I understand the worries and doubts you face but trust me, your dreams can be realized. Let me guide you in transforming your local business into your ultimate vision, fostering tranquility, prosperity, and fulfillment.   This Podcast Is Produced, Engineered & Edited By: Simplified Impact