Podcasts about recurring revenue

What happens after orthodontic treatment ends? For many practices, it's a missed opportunity. Patients lose retainers, stop wearing them, and eventually see their results begin to shift. Meanwhile, practices lose touch with patients and leave recurring revenue on the table. In this episode, Dr. Len Tau sits down with Dr. Blair Feldman, orthodontist, entrepreneur, and co-founder of Retainer Club, to discuss how practices can transform retention from an afterthought into a scalable patient care and revenue strategy. Drawing from his experience building and exiting multiple orthodontic practices, Blair shares how subscription-based retainer programs help practices protect treatment outcomes while creating a seamless patient experience. Dr. Len and Blair explore the economics of retainer programs, patient compliance, recurring revenue opportunities, AI adoption, and the importance of maintaining relationships with patients long after treatment is complete. Whether you're an orthodontist, Invisalign provider, or general dentist offering aligner therapy, this conversation offers practical strategies for extending patient lifetime value while improving clinical outcomes.   What You'll Learn Why retention is one of the most overlooked stages of orthodontic treatment How recurring revenue models can benefit both patients and practices The biggest mistakes practices make after treatment is completed How online retainer fulfillment improves patient compliance Recommended strategies for pricing retainer programs Why patient education is critical for long-term treatment success The role technology and automation play in post-treatment care How practices can increase patient lifetime value through retention programs The importance of transparency when discussing retention and retreatment Business lessons from building and scaling a successful dental startup   Key Takeaways 01:48 Set It and Collect It: How Smart Practices Are Building Recurring Revenue After Aligner Treatments 04:20 The Retainer Gap Most Practices Overlook 08:11 Why Retainers Need Regular Replacement 11:13 Building Predictable Recurring Revenue with Retainer Programs 14:22 The Ideal Retainer Program Playbook 17:36 What Happens When Patients Lose Their Retainers? 18:40 Creating Long-Term Retention and Wellness Scan Strategies 23:05 Subscription Models and Automated Retainer Delivery 24:11 Beyond Orthodontics: Veneer Guards, Whitening Trays, and More 26:30 Why Every Aligner Practice Needs a Retention Program 31:14 Common Objections Practices Have About Retainer Programs 32:35 Lightning Round: Business, Leadership, and Entrepreneurship 38:45 Special Offer for Raving Patients Listeners   — Connect with Dr Blair Co-Founder & President, Retainer Club LinkedIn: Blair Feldman Website: Retainer Club Learn more about how Retainer Club helps practices create recurring revenue while protecting patient outcomes through seamless retainer fulfillment programs.   — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by CallRail, call tracking & lead conversion software for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley shares five strategies he would prioritize when launching a new e-commerce brand today. Drawing from over a decade of experience scaling his own brand to eight figures, Josh covers: building recurring revenue models for compounding growth, identifying products with TikTok Shop viral potential, securing favorable manufacturer payment terms to optimize cash flow, prioritizing TikTok Shop as the primary sales channel over Amazon or Shopify, and developing a mission-driven brand that commands trust and premium pricing. The episode delivers actionable insights for entrepreneurs seeking scalable, sustainable e-commerce success.Bullet Points:Importance of recurring revenue models for sustainable growth in e-commerce.Strategies for identifying products with viral potential on TikTok Shop.Building strong relationships with manufacturers to secure favorable payment terms.Prioritizing TikTok Shop as the primary sales channel for new products.Developing a mission-driven brand that fosters trust and allows for premium pricing.The impact of subscription or membership models on customer lifetime value.Leveraging TikTok Shop's unique algorithm for effective product-market fit testing.Utilizing pre-orders as a cash flow strategy to fund production.The shift in e-commerce dynamics away from traditional platforms like Amazon.Creating a cohesive brand narrative to enhance customer loyalty and brand value.Timestamps:00:00:54 Recurring Revenue is KeyThe importance of building a brand with a recurring revenue model, like consumables or subscriptions, for compounding growth.00:07:55 Viral Products on TikTok ShopFocus on finding or creating products that have viral potential on TikTok Shop to unlock success across all sales channels.00:09:57 Strong Manufacturer RelationshipsPrioritize building relationships with manufacturers to secure favorable payment terms, creating a negative cash conversion cycle for infinite scalability.00:14:10 Prioritizing TikTok Shop FirstLaunch new products on TikTok Shop first, as success there proves viability and drives traffic to other channels like Shopify and Amazon.00:17:08 Building a Mission-Driven BrandFocus on creating a true brand with a mission and values to build customer trust and command premium pricing.00:19:28 Recap of the Five StrategiesA summary of the five key focus areas: recurring revenue, TikTok virality, manufacturer terms, TikTok Shop first, and mission-driven branding.Links and Mentions:Business Models & Revenue"Reoccurring Revenue": "00:01:54""Reoccurring Revenue": "00:19:28"Products & Tools"Intake Breathing": "00:04:04"E-commerce Platforms & Sales Channels"TikTok Shop": "00:08:56""Sales Channels": "00:19:28""Viral Products on TikTok": "00:19:28"Supplier & Manufacturer Relationships"Manufacturer Relationships": "00:09:57""Manufacturer Relationships": "00:19:28"Business Strategies"Pre-orders": "00:12:09"Branding & Mission"Brand Mission": "00:17:08""Brand Purpose": "00:19:28"Transcript:Josh Hadley 00:00:00  I'm going to share with you the five things I would focus on if I had to start a brand new e-commerce brand from scratch today. Welcome to the Ecomm Breakthrough Podcast, I'm Josh Hadley. I've scaled my own ecommerce brand from 0 to 8 figures, and I'm actively building towards nine figures in sales. This podcast is where I document that journey and share the systems, the strategies, and the lessons learned in real time so that you can learn what actually matters and scale your own business. My name is Josh Hadley. First and foremost, I am a man of faith. I'm a husband to a beautiful wife and the father of four children. I've been selling you the e-commerce space for over a decade, doing over $20 million in annual revenue and selling multi-millionaire on Amazon, TikTok, shop and Shopify. And I am also the host of the number one business strategy podcast Ecomm Breakthrough. Today, I want to share with you the five things that I would really focus on if I had to start a brand new eCommerce brand from scratch.Josh Hadley 00:00:54  And this is honestly coming from a point of identifying like the weaknesses within my own brand things I would wish I could change if I, you know, could have any dream or wish in the world. But also, after having run my own e-commerce brand for the past ten years and having pivoted that brand a whole number of times, and we've pivoted the brand multiple times in order to keep it afloat. And with all of that experience, here are the top five things that I would be actively working on if I had to start a new brand from scratch. So number one, the holy grail of all things I would be looking for in any new e-commerce brand is do they have reoccurring revenue? Okay, that could be two different things. I could have a consumable item and it could be like a razor blade as an example, right. For shaving if I needed. That's why Harry's Razors, All Dollar Shave Club, etc. like we're all very familiar with them because they are able to spend a lot of money up front to go acquire a customer because they know the lifetime value of a customer, because they know that customer is going to come back and reorder the cartridges to refill their razor blades on their razors, etc. that is the holy grail of e-commerce.Josh Hadley 00:02:06  And so it's the same thing with supplements, right? That's why there's the supplement space is heavily crowded, but there's so much opportunity because if you get it right, you now have a compounding vehicle. And this is the biggest mindset shift that I've had to go through. When I first started in e-commerce, I was excited whenever I got that first sale, even on Etsy, right? And on Shopify, you hear the catching sound and you love that sound and you're just like, yes, I got a new customer. And yes, it gives you a good boost of dopamine. However, I'm getting really tired at this stage of my career in just being so front end acquisition heavy, and that's one of the most disappointing things. If I were to look back over the past decade, is I have not compounded my growth. We have sold millions, millions of customers have purchased our products. That's great. Sounds impressive. However, I wish that those millions of customers would have compounded over the past decade.Josh Hadley 00:03:07  But instead we were so front end acquisition heavy and focused that yes, we could go generate a sell for a new product on Amazon. But then what? Every day we start at zero. Every month I start at zero. And that is one of the biggest challenges in business if you want. It's all about having the right money model that sits behind your brand, and that is ultimately the biggest e-commerce brands that are able to scale more quickly and rapidly have either a consumable product that customers need to come back and repurchase, whether it be a supplement, whether it be, you know, maybe you're selling soda or its candy food, or it's even something like we talked about the refillable cartridges, which, by the way, here's a new brand that I was actually very, very impressed with. They took this and they said, hey, how do we how do we invent reoccurring revenue into a business where, more often than not, it's just kind of like one time purchases. So this is coming into it's called intake breathing.Josh Hadley 00:04:04  And what they have are these nas...

Ryan Pineda joins Brian to break down how he turned a $25 golf consulting offer into a half-million dollars in revenue and, eventually, a full mastermind business called M19 built entirely around business owners who love golf.Brian and Ryan cover:How Ryan went from charging $25 per round to $10K per session without running a single ad, just by posting one Instagram storyWhy his wife's offhand comment after a golf retreat became the insight that unlocked the entire M19 business modelThe recurring revenue structure behind M19 and why the trips are retention tools, not profit centersHow members write off their annual dues and every trip as a legitimate business expenseWhy Ryan believes the best businesses are built around what you already do for fun, not what you think the market wantsThe supply vs. demand constraint framework and how Ryan used it to price his way out of being overbookedWhere AI is headed for service businesses and why Ryan thinks tax firms, like realtors, aren't going anywhereIf you want to build a business around your lifestyle instead of despite it, this one's worth the full listen.If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Reed Nyffeler is a serial entrepreneur, franchise founder, and business strategist who has spent more than two decades building scalable service businesses. As the founder and CEO of Signal, a global security services franchise operating across dozens of states and multiple countries, Reed has developed a unique approach to entrepreneurship centered on solving real customer problems, maximizing the value of your time, and creating recurring revenue streams. In this episode, he shares the lessons that helped him build hundreds of millions of dollars in enterprise value and explains why the next generation of entrepreneurs may find their greatest opportunities in service-based businesses. On this episode we talk about: How Reed made his first $5,000 by solving a simple problem for college students Why successful entrepreneurs focus on problems instead of products The importance of assigning a dollar value to your time Building recurring revenue through commercial service businesses How franchising creates opportunities for the next generation of entrepreneurs Top 3 Takeaways The best businesses solve problems customers already have. The easier and more immediate the solution, the faster people are willing to pay for it. Entrepreneurs should place a clear value on their time and focus their efforts on high-impact activities that create the greatest return. Recurring revenue businesses create stability, scalability, and long-term enterprise value that can be expanded through additional services and acquisitions. Notable Quotes "If you can build something that works better for less, you're going to have a pretty good business." "A lot of people are addressing the symptom but not the problem." "If you really stay curious, find a way that nobody else has found, and execute well on it, you'll be successful making money." Connect with Reed Nyffeler: LinkedIn: https://www.linkedin.com/in/reednyffeler/ Website: https://reednyffeler.com/ Other: Signal Security | FilterGo | framebrand A Word from Our Sponsors: - Are you ready to start your own creatorjourney and make it big? Visitwww.fanvue.com today and launch yourcareer! - To learn more about Mode Mobile and its investor community, go to https://invest.modemobile.com/travismakesmoney -Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency.Capture leads, nurture them, and close more deals—all from one powerful platform.Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to another episode of Magic Moments ✨ In this episode I delve into the art and importance of establishing a recurring revenue model in your business setup. Recurring revenue not only ensures a more stable cash flow, covering overheads and potentially increasing net margins, but also enhances the intrinsic value of a business, making it more attractive for eventual sale. Throughout the episode, I outline the vital components of structuring a business with a modern touch of sustainability and profitability. With recurring revenue models such as subscriptions, service-based retainers, licensing, and even commissions, businesses can achieve a more predictable revenue stream.  I underscore the importance of having at least 20-30% net profit from recurring sources, allowing for greater freedom and less business volatility. Whether you are contemplating selling your enterprise or simply seeking a more efficient operational model, this episode is rich with insights for you. Did you enjoy this Magic Moment? Click here for the full episode.  

Episode 350 hosts Max Hayward (Co-Founder at Aesthetic Nurse Software) from England, UK.  In this podcast we talk about the evolution of an all-in-one clinic management platform for medical aesthetics professionals - Aesthetic Nurse Software. Max explains the origins of ANS and how he and their developer solved his mother's need for a better clinical notes and documentation solution. We cover why having a proper patient journey mapped out leads to better compliance and how ANS has been adapted for both UK and the Australian requirements. We cover ANS's key features and how it has evolved with beta testing and user feedback. Tools we touch on include automations, rich reporting features, segmentation, email marketing, memberships and Klarna/Afterpay functionality. 00:00 Introduction 00:31 Max Hayward  02:17 Origin Story With His Mum 04:13 Working Mother Son Duo 07:02 Compliance First Design 08:58 Paper And Phone Risks 12:14 Australia Regulation Tweaks 13:44 Simple Yet Powerful UX 16:21 Building And Feature Growth 19:35 Naming Beyond Nurses 21:18 Automation Reports Marketing 23:46 Consultants And Retention Metrics 25:13 Measuring Patient Retention 26:02 Trial and Error Growth 26:47 Memberships for Recurring Revenue 29:35 Compliance and S4 Limits 31:42 Product Feedback Loop 33:50 Security and Support Promise 35:29 Buy Now Pay Later Options 36:57 All in One Feature Recap 37:49 AI for Data Insights 39:30 Chatbots After Hours Leads 41:20 US and Canada Expansion 42:21 Switching Systems Data Import 43:54 Pricing Plans and Offer 45:28 Wrap Up and Events IA Listeners can get a free trial of ANS by clicking this link (& please click IA Podcast as the referrer!) DOWNLOAD OUR NEW APP IA COMMUNITY: DOWNLOAD FOR APPLE DEVICES DOWNLOAD FOR ANDROID DEVICES THEN GET A FREE 30 DAY SUBSCRIPTION (After you've downloaded the app and signed up for free): FOR HEALTHCARE PROFESSIONALS FOR BUSINESS OWNERS/NON-CLINICAL PROFESSIONALS

Many medical practices are eager to add wellness services, but few are prepared for what it takes to run them well. In this episode, Amy Anderson, Founder of ACG Practice Partners, breaks down how to successfully integrate wellness into an existing practice. Learn why practices often underestimate the operational, financial, and compliance complexity behind services like weight loss programs, and how those missteps can quietly impact profitability and performance. Tune in for practical strategies to build recurring revenue while avoiding the operational pitfalls that derail many wellness initiatives.Chapters00:00 Intro00:50 Banter04:40 Guest background06:48 What is ACG Practice Partners?07:25 What wellness trends are impacting medical practice operations?09:38 Are surgical practices entering the wellness space?11:40 What are the benefits of adding wellness services to a practice?12:26 What are the most in-demand wellness treatments?13:57 How can practices balance adding wellness services with patient demand?15:15 What operational and financial blind spots come with adding wellness services?19:48 What are best practices for integrating wellness into a practice?22:23 Do medical weight loss services help or hurt surgical revenue?24:10 What will the wellness industry look like in the next five years?26:41 Access+27:23 Legal Takeaways28:56 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadattoStay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

In this best of episode, we talk stacking recurring monthly revenue. We discuss : how to know when you're ready to scale your business from 2x to 10x (and how to do so) the value of group programs vs. 1:1 coaching breaking down tangible examples of recurring income you can apply to your business now why having a security baseline of recurring revenue allows for more freedom in the ebbs and flows in the seasons of your business and so much more! _________________________________________________________ Apply to Magicmind Mastermind HERE Join The Chamber HERE Say hi on Instagram HERE, I'd love to hear your thoughts on this episode!

Raus aus Zeit gegen Geld. Unabhängiger werden – von einzelnen Kunden, von guten und schlechten Monaten, von dir selbst durch wiederkehrende Einnahmen – auch wenn du mal nicht arbeitest? Alles hängt an dir. Nicht krank werden – das kostet. Urlaub kostet auch. Doppelt sogar. Du bist die All-in-One-Erfolgsmaschine. Solange, bis du ausfällst. Oder keine Lust mehr hast. Oder vom Recht auf Ableben Gebrauch machst. Diese Folge ist für Selbständige, Praxisinhaber und für jeden, der gerade Zeit gegen Geld tauscht und weiß: So kann es nicht weitergehen. Du willst das raus? Dann hör jetzt rein.➡️ Du möchtest Einnahmen, die wiederkehren? Dann sichere dir hier ein kostenloses Erstgespräch

What if your biggest competitive advantage is already sitting inside your business, untapped?In this episode of Capability Amplifier, I sit down with Michael Rozbruch and Isaac Park to talk about how they built AutoDrive CRM, the nation's only marketing CRM designed specifically for tax resolution professionals.Michael spent 16 years growing a tax resolution firm from a dining room table startup into a $23 million company. After exiting in 2014, he launched Roz Strategies with his wife and business partner Rosalind, and went on to coach and train over 14,000 tax professionals. But his members kept running into the same wall: they couldn't automate the follow-up the way Michael had.Isaac Park came in as a digital marketing and automation specialist and helped Michael do something remarkable,he took decades of proven IP and packaged it into a scalable platform that any tax resolution pro can use.One beta user, CPA Toph Sheldon, went from struggling to convert leads at $400K-$600K to projecting $1.8 million in 2025, without spending more on marketing. Just better follow-up.This conversation is a masterclass in mentor-to-implementer partnerships, turning intellectual property into leverage, and why the niche you ignore might be the biggest opportunity in your market.In this episode, we cover:Why the best tech partner is probably already inside your business - and how to spot themMichael's 11-touch, 180-day follow-up system that converted 67% of unconverted consultationsHow Isaac learned to listen for the outcome first and fill in the technical details secondWhy most tax pros (and professional practice owners) have a case management system, not a real marketing CRMThe difference between a yes-man and a true problem solver - and why it matters for any partnershipHow Michael and Rosalind earmark a monthly budget specifically for testing and learningWhat the AutoDrive beta rollout taught them about building scalable software from proven IPWhere Ai fits into the future of AutoDrive - and what "solo millionaires" could look like in this industryTIMESTAMPS00:00 - Introduction: packaging decades of expertise into a scalable product02:14 - Michael's origin story: from fired on the 405 to $23M firm05:05 - Discovering the IP: how a tax resolution business became a coaching empire07:12 - Isaac joins the story: from implementation to partnership09:14 - What to look for in a tech partner (and where to find them)14:26 - Isaac's approach: submit to the authority, earn the freedom21:05 - The 11-touch, 180-day follow-up system that converts 67% of leads25:30 - Toph Sheldon: from $600K to $1.8M using AutoDrive38:01 - How to decide what to build next - and what to leave alone43:30 - Advice to their past selves: move faster, solve the big problem soonerDiscover More

26+ actionable passive income ideas for 2026 and beyond in this lively and interactive episode with Favour Obasi-ike, MBA, MS and a panel of guests. Drawing inspiration from a viral Instagram post by Business Bounce, the conversation moves far beyond a simple list—delving into real experiences, mindset, and strategies for creating true wealth streams.Listeners are guided through proven paths like dividend stocks, selling digital courses, high yield savings accounts (HYSA), rental real estate, affiliate marketing, and innovative digital ventures such as podcasting and blogging.Our guests share personal stories, cautionary tales, and practical recommendations. The episode emphasizes the importance of research, updating your skills, the power of community, multiple income streams, and maintaining the right money mindset.The dialogue covers everything from global economic nuances, risk tolerance, automation, and leveraging data, to optimizing your online presence for long-term recurring income.Practical tools and resources are mentioned, such as Google AdSense, Cap.so, and tips for leveraging couponing apps or optimizing SEO for passive returns.Real-life examples and community questions bring depth and high value to listeners at any stage of their wealth-building journey.Ready to Rank? Book Your SEO & Web Dev Services Today

Membership plans are starting to move from an interesting idea to something practices genuinely need to understand. In this episode of Power Hour, host Eugene Shatsman sits down with Cody Tomasik, Founder and CEO of DirectOD, a platform built within real optometry practices to solve the frustrations of vision plans, low reimbursements, and cash-pay patient retention. What makes this conversation critical is the shift it represents: moving away from third-party entities that dictate your revenue flow toward a direct, one-to-one relationship with your patients through customizable benefits. And as Cody explains, when you cut out the middleman, the math becomes incredibly compelling for any practice owner.  

Tim Coach, chief evangelist at Cynomi For most managed service providers, the security services story has followed a familiar arc: endpoint protection, email security, security awareness training. Each category added value, then became table stakes. Third-party risk management – TPRM – is what comes next, and according to Cynomi Chief Evangelist Tim Coach, it may be the stickiest revenue category yet. The case is straightforward. Every business relies on a web of vendors, software providers, and service partners. Each one is a potential vulnerability. And most SMBs have no formal process for knowing how well those third parties are managing their own security – or what happens to them downstream if one of those vendors gets breached. Research from Cynomi suggests 45 percent of organizations will face supply chain attacks, and 30 percent of data breaches already involve a third party. The attack surface has shifted to the things organizations trust most. For Canadian MSPs, the regulatory pressure is specific and near-term. OSFI’s Guideline E-21, with a September 2026 compliance deadline for federally regulated financial institutions, puts third-party oversight explicitly on the agenda. The cascade effect on their vendors – and the MSPs serving those vendors – is already in motion. Perhaps the sharpest signal in this conversation: cyber underwriters are now denying SMB coverage not because of anything the SMB did, but because they are connected to an MSP. The managed service provider, long positioned as the path to better insurance outcomes, has become a risk factor in its own right. Coach’s recommended first move for any MSP building into TPRM isn’t a vendor questionnaire – it’s a Business Impact Analysis. Understand how the client actually makes money, which vendors are critical to those revenue processes, and what an hour of downtime costs. That reframes the conversation from technical widgets to revenue, cost, and risk – the language every business owner speaks. – UPLOAD AUDIO Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, your host for the show. My guest today is Tim Coach, Chief Evangelist at Cynomi, a vCISO platform purpose-built for MSPs and MSSPs. Tim brings an unusually grounded perspective to the space. He’s an engineer by training who spent nearly two decades building, running, and consulting on managed service practices before landing at Cynomi after seeing the platform first-hand and recognizing it could have solved one of his biggest operational headaches as an MSP owner – the CISO bottleneck, the point at which growth stalls because the security function can’t scale without adding expensive headcount. That personal history shapes everything he thinks about TPRM, third-party risk management, which is increasingly being talked about as the next major revenue category for MSPs after human cyber risk. Today we’re talking about what building a TPRM practice actually looks like, why cyber insurance has quietly flipped the MSP value equation, and why the right starting point isn’t a vendor questionnaire at all. Let’s get right into it, my chat with Tim Coach. Tim, thanks for taking the time. I appreciate it. Tim Coach: I absolutely love to be on. Thanks so much for having me, and for having Cynomi on your webinars. We’re always happy to do these things and educate the community. Robert Dutt: You’ve spent a long time in and around the MSP community. How did you end up at Cynomi specifically, and what was it about the opportunity around TPRM that pulled you in? Tim Coach: TPRM was eventually in the process – let me back up. What got me into the community was my engineering background. I went to college for what was called network communications back in those days. Basically I’m a network guy – I always point at the front-end programming guy and say, “It’s your fault,” and the programming guy says, “No, no, it’s the network’s fault.” So I did that for a large-scale nationwide company for many years, and then I fired my MSP. The owner was like, “Well, if you’re so good, why don’t you come over here and run this?” And I said okay. It took me about 24 hours to realize I didn’t have a clue what was going on – the place was chaos. But through process and procedure, and a military background, I knew I could get it under control. I ended up with a business partner from that experience, and we spent about 20 years rebuilding and consulting with MSPs. About five years ago, I just needed something different. The kids were a little older. I started looking at what else was out there, talked to a couple of mentors in the space – I’m sure if I mentioned their names everyone would know them – and they said, “You should come over and do this.” So I jumped. I went to work for a Canadian company, grew them quite a bit in the first year, then moved to an Australian company, grew them, and then went back to consulting for a short time. David from Cynomi was recommended to me as a consulting connection. We were going back and forth and he said, “Why don’t you come on board?” And I said, “I’m not really interested in selling a widget” – and it’s a security widget, right? There are so many great widgets and great personalities in the security space already. Probably not my jam. But he said, “No, no – let’s look at it.” And he showed me what Cynomi did, and I was blown away. The reason I was blown away is that at my most successful MSP, we hit a stopping point in our growth. The reason was our CISO – and this was before CISO was even a cool term. He was our bottleneck. Not because he was inefficient as a person, but because of the way he had to work: 80 pages of Excel spreadsheets and hours and hours of questionnaires. When I first saw Cynomi, I thought, “Here’s a way I could have doubled the size of my company with the same staff, the same CISO.” That’s what really inspired me to come on board – seeing that dashboard and connecting it to the personal pain I’d experienced around the security bottleneck. Now with the addition of TPRM, that excites me even more, because back in my MSP days I had a lot of bank clients, and banks are SOC 2 all over the place. Part of SOC 2 is that you have to have TPRM – you have to be responsible for everybody in the chain. So now we’ve built out a platform that lets the MSP, MSSP, ITSP, or whatever SP you want to put in front of those letters, easily manage vendor relationships and understand where clients are in their security posture. Robert Dutt: You may not feel it’s cool, but it’s certainly foundational security. Tim Coach: And that’s the problem, right? That’s why we’re still talking about security – because nobody knows how to talk business. They all talk widgets, bits and bobs: here’s this cool firewall, MDR, XDR. But you know what your clients don’t care about? The widgets. They care about being secure. Until we can bridge that gap – until Cynomi brings something that says, here’s an easy way to get to the data and details you need, here’s CISO-level intelligence so the MSP can translate it into business terms for the doctor’s office, the manufacturing company, whatever vertical you want – we’re going to keep having this same conversation. Robert Dutt: Let’s do a little bit of that with TPRM itself. Let’s take a step back and look at it from the viewpoint of an MSP who’s heard the acronym but hasn’t really dug in yet. Third-party risk management – what are we actually talking about, and what problem does it solve? Tim Coach: What a lot of people need to understand – and I try to say this in a way that’s easy to grasp – is: manage security first, and compliance becomes a default. What I mean is that you need a baseline, whether it’s CIS Controls, Cyber Essentials Plus, CMMC 2.0, one of the financial frameworks, HIPAA, whatever applies. You need a baseline you’re actively managing your security against. In the process of meeting that baseline, compliance follows. What we’re increasingly seeing is that certification bodies, auditors, and insurance underwriters all want to see that your solutions and partners are just as secure as you are. I was at Canalys Barcelona last year and someone made a statement that blew me away: for the first time ever, we’re seeing insurance underwriters deny coverage to an SMB because they’re connected to an MSP – and the MSP is what they consider the risk. We went from being the most important people in the room, essential workers, to being the risk factor. And on top of that, helping clients with their insurance has been one of our foot-in-the-door conversations for the last decade. That’s where TPRM comes in. The frameworks and insurance underwriters now want to see not just that you’re secure, but that everyone you’re working with is secure. The problem has always been how you manage that. Back in my day, you had to call the vendor, find the right person, ask for evidence of their SOC 2 compliance, get bounced around, end up with legal, sign an NDA, and eventually get the report. Now people share that information a bit more freely, but you still need a central place to manage it – so when an auditor or insurance broker asks, you can point to it and say, “Here it is.” We do a community call every Wednesday at noon Eastern, and we’ve had a gentleman on a couple of times who has written books specifically on TPRM. He’s sounding the alarms – not bad alarms, just “it’s coming.” But like a lot of SMBs, MSPs are having to drag their clients toward where they need to be. Once you make it easy for the MSP, you make it easy for the SMB, and you finally have a way to prove you’re taking those measures. Robert Dutt: Supply chain attacks have certainly been a theme in the channel for a while – Kaseya, SolarWinds, MOVEit. But TPRM as a formal managed service element feels newer. The insurance side sounds like a big driver. What else changed to make it go from a theoretical concern to something MSPs can actually build a practice around? Tim Coach: I firmly believe you cannot be a business partner without knowing how your partner makes money and how you need to protect them. I can’t protect them if I don’t know what they’re using. It’s the old adage: if two people are managing something, nobody’s managing it. TPRM is really the next step for the ITSP to move from a transactional relationship to a true business partnership – ensuring that everyone your clients are using is also protected. Because what happens is what always happens: it doesn’t matter what you have hard-coded in the contract about not being responsible for X. When something goes wrong, the SMB comes back and says, “But I thought you were managing this.” We go over it in the contract reviews, sure, but the conversation still happens. When you’re genuinely talking business – saying, “I’m going to protect how you operate quarter after quarter, year after year” – you’re protecting their entire environment, not just your piece of it. That’s when you move to a real business relationship instead of a sales relationship where every conversation is an upsell or a cross-sell. We’ve done it to ourselves a little bit, honestly. It’s like an insurance agent in Oklahoma trying to sell hurricane insurance. That’s not what we should be doing as business partners. TPRM allows us to have a full understanding of the client’s environment and make sure everything is protected – or at minimum, that the gaps are known by everyone. Robert Dutt: Cynomi has described TPRM as the next major revenue category after human cyber risk. Can you walk me through what the recurring revenue model actually looks like, and what makes it sticky? Tim Coach: Everything leads to MRR – that’s business. But you have to start with a project. You need to understand where the client is in their security journey before you can manage them ongoing. SMBs don’t do things for free, and neither do our partners. This is a revenue generator. But it’s a revenue generator because it actively has to be managed. I always say: I can’t throw a server at security. I can’t throw a firewall at it and declare myself secure. The best analogy I’ve heard for security is a block of Swiss cheese. There are holes, and you can stick a fork through those holes quite a way. But if you slice that block and turn every slice 90 degrees, the holes are still there – they’re just not as deep or vulnerable. That’s TPRM. There is no set-it-and-forget-it. It has to be actively managed, and that active management is where the recurring revenue lives. Robert Dutt: What does a typical engagement look like early on, for an MSP starting from zero with a client? Where does the work begin, and what surprises people about the scope as they go deeper? Tim Coach: Everything begins with an assessment. With Cynomi’s tools, we can use Cyber Essentials Plus or CIS Controls as a self-regulating baseline and add a couple of hours to the initial assessment to incorporate the security piece. We all do assessments upfront to understand what we’re getting into – or what needs to be fixed before we really dig in. Once you’re in the security layer, the next step is TPRM. And TPRM brings with it something I think is critically important: the Business Impact Analysis. It’s not enough to ask, “What does your client do?” They make dog food – do they? Or is that just the end product? When I was an MSP, I had a metal manufacturer that cut and stamped metal. But if you asked their CFO what the business was, he’d say, “Making pallets – I make more on pallets than on the stamping work.” I used this example in a presentation just yesterday. Years ago I was walking through a manufacturer’s facility and asked about a machine: “What does that one do?” “That runs the software that completes our product.” “Why isn’t it plugged into the network?” “It’s a Windows 98 machine.” “Why are you still running that?” “Because it runs decade-old German software that costs ten million dollars to replace. And we only have that one machine.” If you’re not walking through and genuinely understanding how they make money, you don’t know where the risks are. And that’s what TPRM forces you to do. Ideally, I’d love to sell a project that includes a full security assessment, a BIA, TPRM, BCP, IR planning, all of it from day one. But it doesn’t happen that way. You have to phase it. Once you understand the BIA and what they’re actually doing, you understand where the software and systems that carry real business risk are, and you can start building that into their security posture. It’s the same principle: why hack an individual when you can hack the software that manages all the individuals? Why try to crack one account when you can compromise an MSP’s RMM tool and get access to everybody? If you go into a business without understanding their software environment and vendor posture, you at minimum need to be able to tell them where the risks are. Because the language they speak is revenue, cost, and risk. TPRM is a risk if it’s not being managed – and that’s why we’re seeing so much attention on it lately, even though some of us have been doing this for decades. We just used to call it vendor management. Robert Dutt: We’ve talked a lot on the show about MSP tools as an attack surface – RMM agents, remote access tools, backup platforms. The MSP is supposed to be managing the client’s vendor risk, but the MSP’s own toolchain is also someone else’s third-party risk. How should MSPs be thinking about that? Tim Coach: It comes back to the BIA again. What are they using? What’s creating the security gaps, and how do you build better overall management around it? There’s a project in there, but every project should lead to MRR – period. It still has to be managed. Remember when Exchange servers went away and everyone panicked about where the revenue was going to go? There was still an entire environment to manage. We always made some revenue on hardware, though that’s gotten harder – the real money is in managing the ongoing environment. TPRM is the same thing: it’s a significant security gap in the overall posture of your clients, and that gap has to be actively managed. Robert Dutt: Pushing on that a little further – TPRM platforms are pulling in a pretty comprehensive map of an organization’s vendor ecosystem: the gaps, what’s been remediated, basically a full picture of the landscape. If one of those platforms gets compromised, that’s not just a breach – that’s a pretty rich target list for an attacker. How do you think about that? Tim Coach: Think about a CNC factory. Their job is building molds to produce a specific part, and the software on their server has all the schematics fully built out. What happens if that software gets hacked? You lose all the schematics for the CNC machine – so suddenly you can’t produce anything. And if the attacker gets in early enough in the process, the downstream supply chain impact goes way beyond that one facility. That’s the risk. If you’ve got $200,000 five-axis CNC machines – and I may have a little experience with this – and you’re not protecting the software running them, and you don’t understand from a TPRM perspective what the vulnerabilities look like, that’s an ongoing, persistent risk. You always have to be managing it. Robert Dutt: Sitting where Cynomi is, how do you think about the security side of running a TPRM solution, and what should MSPs be asking vendors in this space about that? Tim Coach: Efficiency. How efficient can you make it? I’ll probably get in trouble for saying this, but we’ve essentially stupid-proofed the first few levels. We’ve built it out for you. And look – I know AI is a word we’ve managed to avoid for about the last half hour, but AI is meant to enhance the human. It’s a tool. What we’ve done at Cynomi is build AI agents and intelligence into the platform to make this work manageable at a lower labor level. If I can take work that previously required a CISO – an expensive asset – and bring it down to a tier-two technician, my margins go up because my labor costs go down. That said, we’re not replacing the CISO. I used to work with a company that built a component for Apache helicopters – no public-facing anything. If a tier-two tech runs a report showing no web security for that client and flags it as a critical gap, the CISO might be the only person who knows that client has no public-facing presence by design. That context matters. The CISO still needs to be the final approval layer. What Cynomi has done is open up bandwidth for other people to do the groundwork, so you can grow your company without adding another six-figure salary. When your staff becomes more efficient, the CISO is less of a bottleneck – which was the original problem we started with. Robert Dutt: For the Canadians listening, there are some very specific regulatory drivers on the table right now. OSFI’s Guideline E-21 has a September 2026 compliance deadline for federally regulated financial institutions. Can you talk about the role you see TPRM playing in responding to that kind of regulation? Tim Coach: What we’re seeing is that the insurance underwriters, auditors, and regulators are the ones setting the standard, and the industry has to meet it – but the industry isn’t yet at a point where it can easily meet a TPRM standard. So what will probably happen, whether it’s Canada, the US, the UK, or EMEA, is a pattern we’ve seen before: they’ll release a guideline, there’ll be a period of voluntary adoption, and then they’ll give it teeth. Like HIPAA – they threw it out there, and eventually it got enforcement. The thing I’ve always loved is watching the auditors, because they’re typically running a couple of years ahead of the regulation. If you stop treating auditors like your mortal enemy – “they’re here to expose everything I’m doing wrong” – and start paying attention to what they’re flagging, you can get ahead of the game. Auditors are a leading indicator. It’ll always come down to government forcing the policy, and then insurance trying to find a way out of paying claims when it’s not followed. But if you’re watching the auditors and TPRM is showing up in their reviews, you already know what’s coming. Robert Dutt: For an MSP listening to this and thinking, “I should be doing this” – what’s the realistic first move? Not the ideal end state, but the practical starting point? Tim Coach: Start with the BIA – the Business Impact Analysis. Research suggests every SMB has three to five critical processes that drive about 80% of their revenue. Do they actually know what those are? Probably not. They make dog food. They take care of kids. Whatever it is – they don’t actually know how they make money. I have an old client who’s also a friend – he works in retirement planning. If you asked how he makes money, you’d assume it’s from managing portfolios. It’s not. He makes money by selling the policy, and the insurance company pays him a commission on that. If you don’t start by understanding the BIA, you don’t really know what solutions your clients are dependent on. Start with: who is your critical software outside of us? Who maintains it? Do we have a relationship with them? Does it connect directly to how you make money? And tie it to cost of downtime. If a doctor’s office goes down for four hours – and in a medical practice you call them providers, not doctors, right? Speaking their language, not ours – what does that cost? If the pallet machine on an assembly line goes down, and that pallet machine is the only thing holding product so the rest of the line can keep moving, what’s the cost per hour? If you don’t know that, you don’t actually understand how to service your client. You’re still talking bits and bobs instead of revenue, cost, and risk. Robert Dutt: Future-looking question to wrap up: where do you see this category going over the next couple of years? Is TPRM a standalone practice, or does it fold into a broader vCISO or governance offering? Tim Coach: I think it’s going to be both. For more mature MSPs, it’ll be baked right into their silver, gold, and platinum packages – TPRM is just part of what you get at a certain tier. For others, especially those that aren’t at a full vCISO-as-a-service level yet, it’ll be available as a standalone – a meaningful piece of the security posture they can deliver to clients without committing to the full stack. Growth and maturity, right? As people build their practices, the more advanced will have it embedded. But there’s also a real path for someone starting out to say, “I need to at least get this piece right, because it’s critical to the overall security posture of my clients.” Robert Dutt: Fascinating. It’s an interesting area of technology and – to your greater point – business. I appreciate you taking the time to share some thoughts on how service providers can get involved. Tim Coach: Thanks for having me on. I always appreciate it. Robert Dutt: There you have it – Tim Coach from Cynomi. I’d like to thank Tim for taking the time today. He’s been around the MSP space long enough that when he points at something and says it’s the next thing, it’s worth listening. A few things I want to make sure land from this conversation. The first is the Business Impact Analysis as the true starting point. Before you think about vendor questionnaires or risk scoring tools, you need to understand how your client actually generates revenue – which processes drive the majority of the business, and which vendors are load-bearing in that equation. That’s not a security conversation. That’s a business conversation. And that’s the shift that moves an MSP from tool vendor to genuine business partner. The second is the insurance signal. When underwriters start denying SMB coverage not because of something the SMB did, but because they’re connected to an MSP – that’s a warning and an opportunity in the same breath. MSPs who can demonstrate they’re actively managing their clients’ third-party risk have a new and better story to tell. And the frame to carry with you: security first, compliance becomes a default. Build the practice to the right security baseline and the compliance checkboxes largely take care of themselves. In The Channel is available on Apple Podcasts, Spotify, YouTube, and most major podcast directories. If you’re finding value here, ratings and reviews are always appreciated – they help other people in the Canadian IT channel find the show. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training How can you build an agency that outlasts your involvement in it? And what happens to your identity when you finally make that shift? Over the course of 22 years, today's featured guest grew a one-person freelance operation into a full-service digital agency doing eight figures and then sold it. In this conversation, he'll unpack the real lessons from that journey: the painful transitions between operator, manager, and architect, the hiring decision that finally unlocked his ability to step back from the work he loved, and why the question isn't just who you need on your team — it's who you need to become. Dave Benton is the founder and former CEO of Metajive, a full-service digital agency specializing in complex digital products and platforms. With over two decades of experience, Dave built his agency from freelance beginnings into an eight-figure business, eventually leading to a successful exit. Today, Dave is focused on innovation, particularly in AI, and how agencies must evolve structurally to remain competitive in a rapidly shifting landscape. In this episode, we'll discuss: Operator to owner evolution Recurring revenue as a growth lever AI as an operational requirement, not a competitive advantage Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. When Freelancing Becomes a Business Building an agency wasn't a single decision for Dave. It was an evolution that happened only after making several key decisions. It took him nearly eight years before the business truly felt like a company, not just a collection of projects and contractors. This delay wasn't due to lack of opportunity, but rather the absence of structural clarity. Like many founders, he initially relied on freelancers and partnerships to extend capacity. It wasn't until he introduced stability, through a small team and operational support, that the business began to compound. His experience reinforces a critical principle: agencies don't become scalable when revenue increases, but when structure stabilizes. The key mistake many founders make at this stage is avoiding the discomfort of responsibility. Hiring a team introduces fixed obligations in a variable revenue model, which forces a shift in thinking. The Founder Evolution Problem (Operator → Architect) Dave candidly describes this transition as "slow and painful," largely because he attempted to skip stages, trying to build a leadership team before the business could support it. This misalignment is common. Founders hear advice like "hire great people" or "get the right people on the bus," but apply it prematurely. Without the revenue, clarity, or systems to support those hires, it leads to inefficiency and frustration. The business must earn the right to complexity. Dave also dealt with the challenge of redefining his identity within the agency. He deeply identified as a creative director, which made delegation difficult because of his personal attachment to the work. This is the hidden bottleneck in most agencies: the founder's self-concept. The breakthrough came when he hired an exceptional executive creative director, someone good enough to replace him at a level he respected. This evolution required letting go of control, redefining his role, and shifting focus from output to system design. That transition, from doing the work to building the machine, is where real scale begins. Recurring Revenue and Stability as a Growth Multiplier Another critical unlock Dave shares is the role of recurring revenue in accelerating growth. His agency's trajectory changed significantly when they secured a long-term relationship with a major enterprise client, embedding a dedicated team within that organization. This shift introduced predictability, which is often underestimated in agency growth. Project-based revenue creates constant volatility, forcing founders to stay involved in sales and delivery. Recurring revenue, on the other hand, creates operational breathing room, allowing leadership to focus on systems, talent, and long-term strategy. Stability reduces decision fatigue, smooths cash flow, and enables more strategic hiring. Without it, agencies remain reactive. With it, they can become intentional. AI Is the New Baseline Both Jason and Dave challenge the common narrative that AI is a competitive edge. Instead, they position it as a requirement, similar to the shift from traditional to digital agencies years ago. Dave shares several striking data points: a growing percentage of B2B buying journeys now begin with AI-driven platforms, and a majority of deals are effectively decided before human interaction even begins. This changes the game entirely. If your agency isn't visible or credible within these AI ecosystems, you're excluded before the sales process starts. Internally, AI adoption requires structural integration and must go beyond tools. Dave's agency is experimenting with agents across functions, from development to QA to leadership coaching. The goal isn't efficiency alone, but capability expansion: turning team members into orchestrators rather than executors. However, this transition introduces a leadership challenge. Founders must balance urgency with stability, pushing teams to adopt AI without creating fear around job security. The agencies that succeed will be those that reframe AI as an amplifier of talent, not a replacement for it. Building an AI-Enabled Organization (Not Just Using AI) Many founders are using AI to enhance their own performance, but failing to distribute that capability across the organization. This creates a bottleneck, where the founder becomes even more central, not less. Dave is actively working to avoid this by equipping every department with tailored AI tools and training. Developers, designers, and producers each have different use cases, and the goal is to elevate the entire system, not just individual output. This aligns with a broader shift in agency structure: from teams of executors to teams of orchestrators. The future agency isn't defined by how many people it employs, but by how effectively those people leverage systems and automation to produce outcomes. The long-term implication is that agencies that fail to operationalize AI will face margin compression and reduced competitiveness. Those that integrate it deeply will unlock new levels of scale without proportional increases in headcount. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Predictable income. Recurring revenue. Long-term client relationships. These are the reasons why retainer clients seem so appealing. Who wants to start from zero every month when you could have a committed client?But the truth is retainer clients don't actually provide, let alone ensure, financial stability. They might actually keep you from having the kind of business and freedom you really want.In this episode, I talk about why retainers seem so appealing, and how they're actually holding you back. Tune into this episode to hear:Why retainers feel like the “safe” option (and why that's misleading)The hidden reason retainers are almost always less profitable than project workThe real danger: what happens when one (or all) of those clients leaveHow to create predictable income without relying on retainersWhat to do if you already have retainer clients (don't panic—no burning bridges required)Resources:Grab the first chapter of my new book Scale Solo: scalesolobook.comGrab a copy of my book: Badass Your Brand - https://www.badassyourbrand.com/Program: No BS Mastery: https://nobsmastery.com/programProgram: No BS Agency Mastery: https://join.nobsmastery.com/agency-masteryNo BS Clients Lab: https://nobsclientslab.com/The Price to Freedom Calculator™ - http://nobsmastery.com/price

Diane Prince walked into staffing with zero recruiting experience and one specific intention: build a business she could scale and sell. Six years later, she sold her staffing agency for $28 million.

Charlie is joined by Scott (DJ Skee) Keeney, CEO and Co-Founder of The Realest, to talk about the untapped revenue stream sitting inside every sports organisation - Memorabilia.Using its on-site authentication technology, The Realest has transformed sports memorabilia from a market previously plagued by fraud into a structured, high-value marketplace. Their platform handles every step of the process: from authentication to fulfilment, photography, and sales. Beyond primary sales revenue, The Realest gives teams and leagues a new way to engage fans and access to a secondary market that generates perpetual royalties on every resale. Since presenting at last year's Sports Loft Summit, The Realest has closed a $12 million Series A backed by OneTeam Partners, PGA of America, and Elysian Park, and has worked with clients including FIFA, the Philadelphia Eagles, and the Ryder Cup.In this episode, Charlie and Skee discuss:•⁠ ⁠How witness-based authentication and tamper-proof markings are eliminating fraud for fans and teams•⁠ ⁠How memorabilia can generate multiple revenue streams from a single item with minimal operational lift on the club's side•⁠ ⁠What the $12M raise means for The Realest's international expansion plans into Europe and Asia•⁠ ⁠Why physical, authenticated items are becoming more valuable in an AI-dominated world

Send us Fan MailGet an exclusive price for vidIQ! https://link.vidiq.com/podcastWant a 1 on 1 coach? https://vidiq.ink/theboost1on1Join our Discord! https://www.vidiq.com/discordCheck out the video here: https://youtu.be/Xwp50e5Xe3EWe sit down with Reezy Resales to talk about making real income outside YouTube AdSense by using Amazon's on-site video commissions and brand programs. We break down what's working right now, why it's surprisingly simple to start, and how to turn product reviews into recurring revenue without losing your voice. • Reezy's origin story from reselling used books to building a YouTube business • Why AdSense is unstable across niches, seasons, and demonetisation risk • How the Amazon Influencer Program works with shoppable product videos • Creator Connections explained, including product requests and bonus commissions • Real-world numbers, time investment, and what “recurring” actually means • How to choose products using revenue and video carousel competition • Why authenticity beats polished brand videos on product pages • Starting fast by reviewing items you already own around the house • Repurposing Amazon videos to YouTube with SEO titles and affiliate links • How Amazon affiliate cookies can pay on bigger carts Hit that subscribe button 

Are you interested in creating a recurring revenue stream for your roofing company? Most roofers immediately think that the answer is with commercial sales, but that's where most roofers go wrong. In this interview with commercial roofing expert Cody Kline, you'll learn the simplest path to selling service contracts. And surprisingly, Cody recommends starting with residential sales (if that's your bread and butter) instead of commercial. Watch this interview to learn why and how. =============FREE TRAINING CENTERhttps://adamsfreestuff.com/ FREE ROOFING MARKET REPORT:https://roofmarketreport.com/JOIN THE ROOFING & SOLAR REFORM ALLIANCE (RSRA)https://www.rsra.org/join/ GET MY BOOKhttps://a.co/d/7tsW3Lx GET A ROOFING SALES JOBhttps://secure.rsra.org/find-a-job CONTACTEmail: help@rsra.orgCall/Text: 303-222-7133PODCASTApple Podcasts: https://apple.co/3fSQiev Spotify: https://bit.ly/3eMAqJe Available everywhere else :)FOLLOW ADAM BENSMANhttps://www.facebook.com/adam.bensman/   https://www.facebook.com/RoofStrategist/ https://www.instagram.com/roofstrategist/ https://www.tiktok.com/@roofstrategist https://www.linkedin.com/in/roofstrategist/#roofstrategist #roofsales #d2d  #solar #solarsales #roofing #roofer #canvassing #hail #wind #hurricane #sales #roofclaim #rsra #roofingandsolarreformalliance #reformers #adambensman

Erica is a web and graphic designer who invested in a coaching program built to turn designers into full-service marketers—complete with monthly retainers, ad campaigns, and recurring revenue. The strategy looked great on paper, but as she started executing it, something felt off. The project work still lights her up; the repetitive marketing tasks do not. Now she's wondering if she has to keep doing work she doesn't enjoy just to hit six figures, or if there's another way. Preston and Clay dig into why following someone else's exact blueprint can quietly lead you away from the work you actually love—and how to build a thriving, recurring-revenue business around just the services that energize you. Support our show sponsors → ⁠https://freelancetofounder.com/sponsors⁠ Submit your own question → ⁠https://freelancetofounder.com/ask⁠ Check out Clay's business → ⁠⁠https://golinus.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you believe the tools that once required a full development team and a 6-figure budget can now be built in a matter of MONTHS with “vibe AI” for a fraction of the cost?In this solo episode, I'm sharing a behind-the-scenes look into my business, and how I took my $12K-$18K Monthly Giving Mastermind and turned it into a $499/year AI-powered tool that helps nonprofits build and grow their recurring revenue.I'm walking through what's actually possible for nonprofits right now, from automating intake and donor communications to volunteer matching and grant research, and how to start identifying what your organization could build next.Resources & Links Bloomerang is the proud presenter of Missions to Movements. Bloomerang is the trusted, all-in-one giving platform that connects your data, streamlines your systems, and helps your mission go further. Learn more at bloomerang.com.If you're building a movement, join Bloomerang's GiveCon in St. Louis May 15-17 to learn what's working in donor retention, AI, major gifts, recurring revenue, and community-driven campaigns. Register now and use code M2M to save $200!The Monthly Giving Builder: Generate your comprehensive monthly giving plan and build your program step by step - with a guided companion working alongside you from start to finish. Let's Connect!Send a DM on Instagram or ...

In this episode, founder Phoebe Tan shares how her background at Amazon and Singapore Airlines led her to build Taelor, a “Netflix for outfits” circular fashion platform focused on busy professional men. She explains Taelor's two-sided model, where subscribers rent curated outfits and partner brands monetize inventory and gain rich feedback to improve product design. The discussion dives into how circular systems transform traditional supply chains, the AI and data challenges of working with 100+ brands and non-standard sizing, and how reverse logistics and operations are built for scale from day one. Phoebe also highlights the power of unbiased customer feedback, why access-over-ownership and personalization will accelerate circular fashion over the next 5–10 years, and how sharing models can extend far beyond apparel into other categories of underutilized goods. Highlights from their conversation include: The Origin Story Behind Taelor and Phoebe's Background (0:29) How Taelor Works as “Netflix For Outfits” for Busy Men (3:21) Rethinking Inventory as Recurring Revenue in Circular Fashion (5:43) Using AI and Data to Solve Sizing and Styling Complexity (8:39) Building Scalable Reverse Logistics and Operations From Day One (11:15) Lessons From Amazon and Singapore Airlines Applied to Taelor (13:32) What Rental and Resale Data Reveal About Consumer Behavior (15:54) Why Access Over Ownership and Personalization Will Dominate (18:07) The Future of Circular Fashion and Taelor's Role in The Ecosystem (20:32) Resource Sharing Beyond Apparel and Rapid-Fire Founder Questions (23:29) Final Thoughts and Takeaways (25:02) Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance. Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce. Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership. Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Most founders assume scaling means hiring. Jesse Hanley built a 7-figure SaaS and refused to. From Japan, Jesse runs Bento — a profitable email marketing platform — almost entirely on his own. In this episode, he explains why he turned down a ~$10M acquisition offer and the frameworks that make a one-person company possible today. Topics include: ● The “Main Quest vs Side Quest” framework for staying focused in an AI-everything world ● Why Jesse refuses to hire full-time employees (and his “cockroach business” philosophy) ● Turning down a ~$10M acquisition offer to protect his lifestyle ● How AI agents now handle support, bugs, and development tasks ● Building a new product in 5 days with AI that now generates ~$10K MRR ● The Max MRR framework that explains why SaaS companies plateau ● The revenue milestone that finally made him feel financially secure Tropical MBA is a podcast for entrepreneurs building location-independent businesses. Subscribe for weekly episodes on business, money, and the entrepreneurial lifestyle. Hang out exclusively with 7+ figure founders in DC BLACK Our sponsor, Bento - Email marketing for bootstrapped founders CHAPTERS (00:00:00) Solo Founder Lifestyle & Intro (00:03:16) Meet Jesse & Bento + Why Build Email SaaS (00:04:53) AI Models, Tooling & Product Direction (00:07:32) Work Grind, Family & Financial Goals (00:11:12) No Hiring, Contractors & AI Leverage (00:17:48) Main Quest vs Side Quest (Core Strategy) (00:22:13) Getting Customers, Self-Serve & Churn Limits (00:26:44) MRR, Pricing & Positioning (00:34:45) AI Workflows, Agentic Tools & Discipline (00:40:24) Revenue Goals, Daily Routine & 4-Hour Vision CONNECT: Dan@tropicalmba.com Ian@tropicalmba.com Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella. PLAYLIST: The $10K Projects You Never Do (AI Just Changed That) How to Build a 6-Figure Digital Business with Claude Code 4 Ways to Start a Business From Scratch in 2026

In this episode, Kevin and Chris explore the growing importance of artificial intelligence and its integration into daily operations. The conversation highlights the future of ai and how individuals are currently leveraging various ai tools. We also touch on the broader implications for future business tech and future technology.   Check out BoardRoom Elite and get in the room with operators, investors, and owners who are actually doing this every day.

Today we chat with Ross Stensrud from Tapwyse and explore how modern brewery loyalty programs are evolving far beyond the traditional “mug club.” Ross shares exciting performance data from Tapwyse breweries, including a 387% increase in app installs and a 418% surge in membership revenue year-over-year, along with insights into how breweries can now quantify the estimated revenue impact of rewards programs . The conversation highlights how breweries are using real-time dashboards to measure membership revenue, reward value, and guest engagement in ways that turn loyalty from a “nice idea” into a measurable profit driver.Ross and Kary also discuss what separates breweries that succeed with loyalty programs from those that struggle. The key themes: staff buy-in, active marketing campaigns, data-driven decision making, and operational simplicity. Rather than relying on gut instinct, Ross emphasizes the power of using app data to identify top guests, track recurring revenue, and refine marketing strategies. Together, we make the case that loyalty programs—when structured and promoted correctly—can become a meaningful recurring revenue stream and a powerful tool to smooth seasonal revenue swings.Key Takeaways:Track Revenue, Not Just Sign-Ups: Measure estimated reward value, recurring membership revenue, and average tab size to understand the true financial impact of your loyalty program.Use Push Messages Strategically: Data shows strong engagement (including high visit rates per push message) and intentional communication drives repeat traffic.Create a Dynamic Rewards Model: Move beyond static mug clubs to systems that reward repeat behavior and build long-term belonging.Set Clear Membership Goals: Establish targets for monthly and annual membership sales, track progress on a dashboard, and adjust campaigns accordingly.Drive Staff Buy-In: Train your team to promote the program, personalize guest interactions, and make reward redemption easy.ResourcesLearn more about Tapwyse and schedule a demoGet the Brewery Profit Brief - tips, tactics and strategies to run a more profitable brewery businessReady to transform financial results in your beer business? Learn more about the Beer Business Finance Association, a network of owners and managers working together to build more profitable companies. 

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Most agency owners say they want to sell someday… but they're building something completely unsellable. The mistake? Not only a lack of a clear vision for the future of their agency, but also a lack of understanding of what they'll need to build a sellable agency. If you're an agency owner planning to sell one day, do you understand what buyers are usually looking for? Do you know which type of buyer you're hoping to attract? Today's featured guest understands that most agencies are acquired by private equity and built the private equity partner he felt was missing in the space. He'll talk about what actually drives valuation, what kills deals, and how to build an agency that buyers want to compete for. Ben Gaddis is the former founder of T3, a digital agency he sold to private equity in 2019. After going through multiple acquisitions himself, he now runs an operator-led private equity firm focused exclusively on tech-enabled service and agency businesses. As a former owner who's been on both sides of the table, he knows exactly what buyers are thinking. In this episode, we'll discuss: What are private equity companies looking for in agencies? Recurring revenue vs. retention What would actually increase your agency's valuation? If the goal is talent, should you consider an acquisition? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Toggl: Most agencies are losing 15–30% of their profit every year: lack of time tracking, messy manual timesheets, scope creep, untracked revisions, and all those "quick" client requests that never get billed. Toggl has created a fast, interactive way to uncover exactly where your margins are leaking. Start your investigation now at toggl.com/smartagency and use the code SMARTAGENCY10 at checkout for a 10% off annual plans. What Private Equity Actually Looks For (It's Not What You Think) The reality is that most private equity companies are looking to buy a couple of agencies to slam them together and eventually sell them for more. Based on this, agency owners have an idea of what these buyers want and mostly focus on revenue or EBITDA. According to Ben, however, buyers are looking at a few core things first: Client concentration Recurring or predictable revenue Net revenue retention Founder dependency (aka key-person risk) Clear vision and differentiation Let's start with client concentration. A lot of owners panic if one client makes up 20% of revenue. Some PE firms get nervous at 10%. But Ben brings nuance here. If you've landed and retained a $2–3M client for years, that's proof you can serve at a high level. That's powerful. The issue isn't just one big client. It's when your top 3–5 clients make up 50–60% of revenue. That's where it gets risky. If you're in that position, you already feel it. One bad email. One procurement shift. One budget freeze. And your stomach drops. That's not a valuation problem. That's a freedom problem. Recurring Revenue vs. Retention (The Smarter Metric) Everyone argues about contracts. "Should I lock clients into 12 months?" "Should we go month-to-month?" Ben argues that the real metric is net revenue retention. If you're at 90–100%+ retention, buyers don't care as much about contract length. He shared a case where they bought a company with almost zero recurring revenue but 115% net revenue retention. Clients kept buying more. The business was healthy. The packaging just needed to change. This is huge for agencies stuck in custom project hell. Sometimes it's not your service. It's how you position and sell it. Are you framing projects as standalone deliverables or as phases in a longer journey? If you're stuck working in the business and scrambling for the next sale, this is where to look first. Integration > Financial Engineering There are two types of buyers: Financial engineers smashing agencies together to increase multiples Operator-led firms building real integrated offerings Ben sees a lot of "fake integration." Agencies get acquired, but nothing truly connects. No shared systems. No real cross-sell. No operational synergy. Sophisticated buyers see through that immediately. What actually increases valuation? Additive capability. Does one service naturally lead to another? Does it solve a deeper problem for the same buyer? Does it expand wallet share within the same account? If you're thinking about acquisitions, don't buy revenue. Buy strategic fit. Otherwise, you're just running two companies under one logo. Growing Through Acquisition (And When Not To) A lot of 7-figure agency owners hit a wall where they can't hire fast enough and start to feel overwhelmed. The team depends on them. Growth feels capped. So they think: "Maybe I should acquire" and figure they should start small, as it seems easier than going through a big acquisition. Buying a bigger company or doing a merger of equals is certainly complicated in terms of defining who's in charge and which brand should remain. So, it should be a very complementary offer with a clear leader for it to make sense. This would be much clearer when buying a smaller business. However, here's the thing: Small acquisitions are just as hard as big ones. The legal, the integration, the emotional complexity, it's all real. If you've never done one before, the odds of it going smoothly are low. If the goal is talent… why not build offshore first? With AI and real-time translation tools, the global talent pool is radically more accessible than it was even five years ago. A lot of agency owners avoid offshore because it failed before. But the game has changed. If your bottleneck is hiring, you might not need to buy an agency. You might need to rethink your talent strategy. How to Prepare for a Sale (Even If You're Not Selling) This is where most deals fall apart, and Ben believes it's important for owners to try to cover any gaps in knowledge. Try to learn as much as you can about the process and the buyer to better understand their expectations. And if you still have questions, then don't hesitate to ask! Some aspects that owners may not understand and that you should start learning about: Working capital expectations Accrual vs. cash accounting Quality of Earnings (QofE) reviews Data cleanliness Revenue tagging Furthermore, Ben recommends something most owners never do: Run your own QofE before going to market. Know your skeletons. Track secured revenue. At the start of each year, how much revenue is already locked in? If that number consistently grows year over year, that's powerful. Buyers will ask about revenue by capability, revenue by sales rep, revenue by region, and client concentration by top 3/5/10. If your data is messy, you lose leverage. And if you're thinking, "I'll figure that out when I'm ready to sell," you're already behind. Vision Is the Real Multiplier Right now, Ben is seeing a lack of vision + execution alignment. AI is reshaping agency models in real time. Entire categories of services didn't exist a few months ago. The agencies that win won't just be efficient. They'll have a tight, clear, communicated vision. Agencies won't scale just because of a tactic. They'll scale because the vision was clear enough that the team could make decisions without the owner. If your team can't make decisions without you, that's not a people problem. That's a vision problem. And that's also why you're still stuck in fulfillment. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Welcome back to another episode of the podcast!In pure Michelle fashion - the vibe of everything we do is to continue to simplify your business + grow your income + have everything sell everything® It's juicyyyyy + will make you money as always!!Grab your coffee, water, mocktail, or a glass of champagne + let's do this.Let's dive in!Everything Sells Everythinghttps://www.harttoheart.co/everything-sells-everything-2025Learn how to create daily sales from your Instagram stories without launches, pressure, or over postinghttps://www.harttoheart.co/dailysalesfromstoriesJoin our EMAIL FAM!https://www.harttoheart.co/join-our-newsletterSay HIII and share what came up for you during this episode!Message me at:https://www.instagram.com/michellehartzman/

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Steve Wiesner (https://x.com/SteveWiesnerSMB).In this episode of Niconomics, I sit down with Steve to discuss his fascinating transition from two decades in investment banking and private equity to the wild world of entrepreneurship. We explore how he went from advising massive companies on Wall Street to buying his own SMB, a negotiations training company called Watershed Associates.Throughout the show, we dive deep into the mechanics of private equity roll-ups, breaking down exactly how large funds use strategies like multiple arbitrage to buy up fragmented markets. But it isn't just about spreadsheets and easy wins; we also uncover the brutal reality of business integration and the hidden "people tax" that can completely derail an acquisition if you aren't prepared for it. Whether you are thinking of buying a business, competing with deep-pocketed investors, or simply want to understand the high-stakes game of corporate buying, you won't want to miss these battle-tested insights.Questions This Episode Answers:What is a private equity roll-up strategy, and how do firms use it to consolidate an industry?How does multiple arbitrage allow private equity funds to easily outbid a standard entrepreneur?Why does the dreaded "people tax" cause so many business acquisitions to fail during integration?What specific traits make a fragmented market the perfect target for corporate consolidation?How can a business owner mentally prepare for the extreme, unpredictable roller coaster of entrepreneurship?Enjoy the conversation!__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 Highlights_Navigating the Highs and Lows of Entrepreneurship02:48 From Investment Banking to Entrepreneurship06:09 Understanding Private Equity and Its Structure08:57 The Role of Leverage in Private Equity11:51 Transitioning to Fundless Sponsorship15:13 The Journey into Negotiation Training18:04 Exploring the Roll-Up Strategy in Private Equity20:58 Challenges and Risks of Roll-Ups23:49 Integration Challenges in Acquisitions27:05 The Importance of a Solid Playbook29:57 Market Dynamics and Fragmentation32:48 Recurring Revenue and Its Significance36:07 Final Thoughts on Entrepreneurship and Growth

Send a textShownotes can be found at https://www.profitwithlaw.com/524.Too many law firm owners avoid the financial side of their practice—leaving growth on the table and stress on the rise.In this episode, Moshe Amsel welcomes Allison Williams, CEO of Law Firm Mentor and author of Crushing Chaos, for a tactical conversation on building true financial clarity and eliminating the chaos that holds most attorneys back. With decades of experience coaching high-achieving law firm owners, Allison breaks down not just what to watch in your firm's numbers, but how to shift your thinking and systems to predictably scale profit.Resources mentioned:

You fight hard for the settlement. You win. The client is grateful…. And then the relationship ends. In this episode, Sanford M. Fisch and Robert Armstrong introduce the Enterprise Law Firm model — a way to stop restarting at zero every month and step off the PI cash-flow rollercoaster. By strategically adding estate planning and wealth management as an ancillary business, they explain how firms can generate recurring revenue while deepening client relationships. You'll learn: How to add wealth management work without advertising to the public. How estate planning naturally flows from a PI settlement. Why working on the business — not just in it — future-proofs your firm against AI and market shifts. If you like what you hear, hit Subscribe. We do this every week. Buy tickets for PIMCON 2026: pimcon.org Subscribe to our newsletter: newsletter.rankings.io  Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

One placement can be a transaction. Or it can be the start of a long-term enterprise relationship. Most recruiters treat it like the first. Brendan Thomas built his career on the second. He started recruiting at 36, got fired after his first $60,000 placement, and joined a new agency six months later with two clients. By the end of that year, he had built over $600,000 in billings. Six years later, he has generated more than $5 million in lifetime billings, averaged $1 million per year, and qualified for the CEO Club every quarter. In this episode, we break down: • How to win enterprise clients that most recruiters avoid • How to approach hiring managers before HR blocks you • The three responses you'll get from Talent Acquisition - and how to handle each • How to expand one placement into long-term recurring revenue • What discipline actually looks like on a $1M desk If you want to move beyond one-off transactions and build strategic client relationships, this episode gives you the framework. Timestamps00:00 Intro Chapters 00:00:00 The $60K placement that got him fired 00:01:01 Restarting and billing $600K in six months 00:03:25 Starting recruitment at 36 00:10:53 Ignoring advice to avoid enterprise 00:23:16 Why enterprise accounts are harder and worth it 00:28:15 Going to hiring managers before HR 00:35:38 The three HR responses 00:54:15 Expanding accounts the right way 01:03:23 What "uptime" really means Not sure what's slowing your agency's growth? Take the free Seven Figure Freedom Scorecard:

One placement can be a transaction. Or it can be the start of a long-term enterprise relationship. Most recruiters treat it like the first. Brendan Thomas built his career on the second. He started recruiting at 36, got fired after his first $60,000 placement, and joined a new agency six months later with two clients. By the end of that year, he had built over $600,000 in billings. Six years on, he has generated more than $5 million in lifetime billings, averaged $1 million per year, and qualified for CEO Club every quarter. He did it by ignoring the advice nearly every experienced recruiter gave him. When he asked million-dollar billers how they did it, the one piece of advice he kept hearing was to avoid enterprise accounts. He ignored it. In this episode, Brendan breaks down exactly how he cracks major enterprise accounts, navigates HR and Talent Acquisition without getting blocked, and earns the kind of deep access - hiring manager calendars, ATS logins, long-term contracts - that turns one deal into recurring revenue. This episode is brought to you by Recruiterflow Recruiterflow is the AI-first operating system built specifically for recruitment agencies and executive search firms. It combines a powerful ATS and CRM with AI embedded directly into your recruiting process. Less admin. Smarter follow-up. More time spent on revenue-generating conversations. Request a demo: recruitmentcoach.com/recruiterflow In this episode, you'll discover: Why Brendan ignored the advice to avoid enterprise accounts - and what happened when he did How to lead with a real candidate to get hiring manager buy-in before HR enters the picture The three responses you'll get from Talent Acquisition - and how to handle each one When to walk away from an account and the red flags that tell you it's time How to expand one placement into a long-term enterprise relationship Why Brendan never asks for referrals until the candidate has had at least a week in the role How to earn direct access to hiring manager calendars What discipline actually looks like on a million-dollar desk Episode Highlights: [0:38] The $60,000 placement that got Brendan fired and what he did next [1:01] Starting over: $600,000 in billings in six months [3:25] How Brendan entered recruitment at age 36 [18:46] The question he asked million-dollar billers and the advice he rejected [23:16] Why enterprise accounts are harder to crack and why he pursued them anyway [28:15] How to approach hiring managers before going to HR [35:38] The three HR responses and how to handle each one [46:14] Red flags, yellow flags, and green flags - deciding which accounts to pursue [54:15] Expanding an account after your first placement [56:42] Earning direct access to hiring manager calendars [1:03:23] What "uptime" really means for a million-dollar biller About Brendan Thomas Brendan Thomas specialises in finance and accounting placements across manufacturing, construction, and technology industries in the United States. He joined Jobot in June 2020 and has since generated over $5 million in lifetime billings, averaging approximately $1 million per year. He has qualified for CEO Club every quarter and hit the $125,000+ quarterly threshold 22 quarters in a row. He is ranked third in lifetime billing at Jobot. He works nationwide and is available from 5am to 5pm Pacific daily. Connect with Brendan: linkedin.com/in/brendanwthomas Connect with Mark Whitby Free 30-minute strategy call: recruitmentcoach.com/strategy-session LinkedIn: linkedin.com/in/mwhitby Instagram: @RecruitmentCoach

How to Align Your Financial Model with Your Practice Philosophy:  Building Recurring Revenue Through Cultural Alignment  If you want to understand the true culture of a practice, follow the money.  Show me how the money works in a business and I will show you the culture of that business.  Dr. Stephen and Dr. Pete unpack a powerful truth: your financial model is a direct reflection of your philosophy, and any misalignment creates friction that limits growth, retention, and impact. They break down the three primary barriers to long-term patient success—time, convenience, and money—and reveal how mapping, efficiency, and recurring revenue models eliminate friction while reinforcing a wellness-based vision. When your payment structure aligns with your clinical recommendations and your belief about lifetime care, you create a culture where patients stay, teams are energized, and predictable revenue fuels sustainable growth. In This Episode You Will: Rethink how your financial structure quietly shapes the culture and retention inside your practice Break down the three hidden friction points that prevent patients from committing long term Explore how mapping, block scheduling, and operational efficiency protect lifetime care Examine the strategic difference between reoccurring revenue and true recurring revenue Walk away with a clearer blueprint for building a membership model that aligns with your philosophy   Episode Highlights 01:07 – A deeper look at why the way money moves through a practice quietly reveals what the business truly stands for. 03:25 – The moment retention shifts from a metric to a responsibility rooted in long-term patient outcomes. 05:31 – Where patient consistency really begins to break down and the subtle friction most practices overlook. 06:47 – The leadership habit that keeps vision alive inside the team instead of slowly fading into the background. 10:35 – What full congruency actually looks like when philosophy shows up in every corner of the practice. 11:35 – Why pre-mapping patient visits changes the entire retention conversation before problems start. 13:08 – The mindset shift that reframes what patients are truly paying for in modern chiropractic care. 14:17 – The quiet power of separating clinical commitment from financial commitment. 18:51 – What starts to break down operationally when friction builds inside long-term patient experiences. 20:56 – How the membership model begins to relieve pressure while creating more predictable growth. 24:44 - Dr. Rachel Hovey is joined by Dr. Naota Hashimoto to explore how Success Partner, TrackStat helps chiropractic practices operate smarter. From AI-driven workflows and no-show automation to real-time stat tracking and recall prioritization, the platform streamlines operations, strengthens accountability, improves retention, and empowers teams to make confident, data-driven decisions that fuel sustainable growth.   Resources Mentioned Learn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/   To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceo For more information about TrackStat please visit: https://www.trackstat.org/ Book a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPC Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1 To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit 
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 What happens when you go from the high-flying life of a Silicon Valley wunderkind to getting laid off and being miserable in a cubicle? For Ab Emam, it was the spark that ignited a 25-year serial entrepreneurship journey.

In this episode, Ab sits down with Steve McGarry to break down the "scar tissue" of building and selling three distinct companies. From losing 51% of his first business to navigating government hacks and eventually finding a massive exit with Private Equity, Ab shares the raw, unpolished truth about what it actually takes to scale and sell.

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 Ab Emam is a seasoned digital and tech entrepreneur with a proven track record of building, scaling, and successfully exiting multiple ventures. Known for his expertise in digital strategy, technology innovation, and driving business growth, Ab has developed deep experience helping organizations leverage digital transformation and AI-driven efficiency. A two-time exit founder and active voice in the entrepreneurial community, he shares insights on private equity, startups, marketing, and leadership while advising founders on scaling and exit strategy.


 LinkedIn - https://www.linkedin.com/in/abemam/ --
 Key Takeaways & Timestamps:
 [02:50] Transitioning from Silicon Valley energy to the "boring" DC government scene. [09:15] The "Golden Nugget": Why you should never give away 51% ownership of your startup. [13:30] Founding GovTrends: Managing congressional websites and surviving high-profile hacks. [21:00] Building for Exit: The 3 pillars of high valuation (Scalability, Leadership, and Recurring Revenue). [24:50] How to drive your valuation up when talking to Private Equity. [34:00] The "Time Machine" effect: Why every founder needs a mentor who has already fought the battles.

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 The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

✈️ SOFTWARE FOR HOME SERVICE BUSINESS: https://home.works

In this bonus replay from a deep-dive Substack masterclass, Kelly breaks down exactly why Substack is becoming the most powerful trust-building and monetization platform for entrepreneurs heading into 2026 (and how to leverage it strategically).  After years of navigating algorithm shifts, declining organic reach, and the "hamster wheel from hell" of online marketing, Kelly shares why Substack represents something fundamentally different: Audience ownership, built-in monetization opportunities, trust acceleration, and a  simple stream of recurring revenue.  Since implementing Substack as part of their brand and marketing strategy, we've had clients who: Booked VIP days and sold offers directly from Substack Generated tens of thousands in recurring revenue within their first 30 days Built an audience of thousands on substack Kelly walks through the exact framework her team used used to launch and monetize paid tiers, repurpose existing long-form content and IP into a trust engine, build an audience for her upcoming book, and grow her email lst.  If you're a thought leader, expert, author, speaker, or service provider, this episode shows you how to stop renting your audience from platforms that prioritize short-form virality,  and start owning it instead.   Resources: Purchase the replay of the Grow & Monetize Your Substack Intensive and get started with our 30-Day Growth Challenge and Engagement Pod on Whatsapp starting Monday, March 2nd: https://accelerator.virtualbusinessschool.com/substack  Subscribe to Kelly's Substack: https://kellyroachofficial.substack.com/subscribe 

It's officially Monthly Giving Summit Day!!!  This short episode is your invitation to join us and start building.In this episode, Dana shares what's happening at the Monthly Giving Summit and why this isn't just another virtual event - it's a room full of builders focused on sustainability, recurring revenue, and cultivating believers (not just donors).You'll get a preview of what attendees are learning, including:How The Trevor Project acquired new monthly donors at scale in just two weeksHow Interfaith Sanctuary turned monthly donors into advocates who influenced local legislationHow Letters from a Pre-Scientist built an automated micro-giving system with 500+ volunteer-supportersHow Dion's Chicago Dream leveraged thought leadership to amplify mission visibility (yes, all the way to national TV)From SMS to innovative direct mail to growth and retention planning, this summit is focused on execution — not theory.But that's not all.Dana also announces the official launch of The Monthly Giving Builder — an interactive tool built from her five-step framework designed to help small and mid-sized nonprofits forecast revenue, craft messaging, build growth and retention plans, and launch sustainable monthly giving programs without a five-figure mastermind investment.And finally, she shares details about the second annual Monthly Giving Retreat at Serenbe, GA, a transformational in-person experience May 6-8 for women leaders ready to step away from the noise and design recurring revenue with clarity and intention.If you're tired of living campaign to campaign and ready to build something that lasts, this episode is your invitation.LettrLabs is the proud presenter of Missions to Movements. LettrLabs helps nonprofits build lasting donor relationships through real, handwritten mail that's fully automated - turning moments of intent into meaningful connection. From thank-yous to impact updates, they help you cut through with mail donors actually open, remember, and trust. Register now for the FREE Monthly Giving Summit on February 25-26th, the only virtual event where nonprofits unite to master monthly giving, attract committed believers, and fund the future with confidence. The Mini Monthly Giving Mastermind: A high-touch Mini Mastermind + optional in-person retreat (May 6-8) for nonprofit leaders that have an existing monthly giving program and ready to take it to the next level with 1:1 and peer support. Applications close March 25th. Let's Connect! Send a DM on Instagram or LinkedIn and let us know what you think of the show! My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn...

Doc Danny breaks down why recurring revenue is the most important dollar you make in a cash-based clinic. He shares a 30% benchmark and three proven recurring revenue models that create stability, improve retention, and reduce the pressure to constantly chase new patients. In This Episode, You'll Learn Why recurring revenue makes your clinic easier to run and easier to scale The 30% benchmark that changes business stability How recurring revenue reduces new patient pressure and improves retention Three proven recurring revenue models that work across markets How to introduce recurring offers early so patients continue long term The 3 Proven Recurring Revenue Models Small Group Training Semi-private or niche-based groups (4–6 people) with high retention and strong efficiency. Longevity Membership Care Ongoing 1–2x/month proactive care where you quarterback health, training, and injury prevention. Remote Coaching Training plans, progressions, and accountability delivered without requiring in-clinic visits. Key Takeaway Recurring revenue creates stability. Aim for 30%+ of monthly revenue coming from clients who continue working with you after their initial plan of care. Technology Spotlight Want your clinicians fully present instead of stuck in documentation? Try Claire free for 7 days and reduce documentation time instantly while improving patient experience. Free Resource Want a clear plan to go from part-time to full-time in your cash practice? Join the free 5-Day Challenge. Connect Physical Therapy Biz PT Entrepreneur Podcast

What if growth in 2026 isn't about doing more — but choosing better? In this keynote from Benjamin Mena's Elite Recruiter Sales & BD Summit, Kortney Harmon reframes what winning looks like in today's staffing market.In this episode, you'll hear insights from Kortney Harmon's keynote at Ben Mena's Sales and BD Summit, where she explores why narrowing focus, redesigning revenue strategy, and protecting the right relationships are critical in today's staffing market. As sales cycles lengthen and effort becomes more expensive, Kortney breaks down how intentional account selection, system alignment, and leadership judgment can eliminate wasted activity and margin erosion. From confronting burnout and revenue concentration to building repeatable processes that reduce reliance on heroics, she shares practical frameworks to help firms move from reactive selling to relationship-driven growthWhether you're an agency leader, full-desk producer, or building the next phase of your firm's growth, this episode challenges you to rethink where your effort is going — and whether it's truly compounding.____________Follow Benjamin Mena LinkedIn: LinkedIn: BenjaminBenjamin Mena with Select Source Solutions: hereThe Elite Recruiter Podcast Instagram: https://www.instagram.com/theeliterecruiter/Follow Crelate on LinkedIn: CrelateWant to learn more about Crelate? Book a demo hereSubscribe to our newsletter: The Full Desk Experience

Can your business make a million in one year?Most people will say no. Not because it's impossible, but because they're thinking about it the wrong way. Making your first $1 Million is not about hustle. It's not about stacking side projects. It's not about 14 income streams and burnout disguised as ambition.It's about leverage.Leverage over effort.Outcomes over deliverables.Focus over distraction.If your income is tied directly to your time, you're capped. If you're solving small problems, you're paid small money. If you're scattered across too many offers, too many audiences, too many channels, you're diluted.The path to $1 Million requires three uncomfortable shifts:Obsess over leverage, not effort.Solve a $10 Million problem to earn $1 Million.Go narrower to go bigger with one flagship offer, one defined buyer, and one primary distribution engine.This episode also confronts the uncomfortable truth about wealth: if it costs you your family, your health, or your identity, that's not success. That's ego dressed up as ambition. The real question becomes this: " If you had to build a $1 Million business with only one offer, one audience, and one channel… what would you choose?"Your answer will reveal everything...What You'll Learn:Why leverage beats effort if you want real scaleHow to reverse-engineer $1 Million without the hustle trapThe “solve a $10 Million problem” mindset shiftWhy outcomes sell and deliverables get negotiated downHow focus becomes your unfair advantage when discomfort hitsThe one-offer, one-audience, one-channel test that clarifies everythingHow to build recurring revenue while protecting your energyBeyond The Episode Gems:Buy My Book, Strategize Up: The Blueprint To Scale Your Business: StrategizeUpBook.comDiscover All Podcasts On The HubSpot Podcast NetworkGet Free HubSpot Marketing Tools To Help You Grow Your BusinessGrow Your Business Faster Using HubSpot's CRM PlatformListen to My First Million on the HubSpot Podcast NetworkSupport The Podcast & Connect With Troy: Rate & Review iDigress: iDigress.fm/ReviewsFollow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTokSubscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass EpisodesNeed Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com

Welcome to the Franchise Fit Podcast! In this episode, I'm joined by Brian & Michael Appell—the guys behind a national pavement striping, maintenance, and seal coating business trusted by major brands like Costco, McDonald's, Starbucks, CVS, Verizon, Walgreens, T-Mobile and more.We talk about building a “need, not a want” B2B business, what it really costs to start, the biggest mistakes new owners make, how they use AI + tech to win jobs faster, and what they look for in franchisees.

Most practices track numbers, but very few track the metrics that actually drive growth. Dr. Pete and Dr. Stephen break down the ten measurements that determine whether a practice is building momentum or quietly leaking it. This conversation reframes metrics away from surface-level activity and into leadership tools that reveal retention, stability, and profitability. By clearly separating practice metrics from business metrics, the framework shows how operational performance and financial outcomes are directly connected. The result is clarity and control. When the right metrics are measured consistently, decisions become simpler, leadership becomes stronger, and growth becomes predictable.In This Episode You Will:Understand the10 core metrics that determine retention and long-term growthLearn how practice-side metrics and business-side metrics work togetherSee why retention begins at conversion and compounds through complianceDiscover which numbers reveal truth versus vanityClarify how better measurement leads to better leadership decisionsEpisode Highlights06:34 - Dr. Pete frames the series around the two sides of the coin and why commitment is the center that makes both work08:30 - Dr. Stephen clarifies the three identities required to grow: doctor, operator, and business owner14:26 - The conversation defines KPIs as the measurement system that organizes focus and exposes what to fixPractice Metrics19:14 - Stick rate defines how long people stay under care and where retention breaks down by visits, months, or milestones22:32 - Kept visit average (KVA) is introduced as the daily retention signal showing how consistently people show up as scheduled25:24 - Compliance percentage is established as the core retention driver indicating whether patients follow care recommendations26:37 - Inactives and churn rate expose how many people are silently leaving and why defining “active” matters31:30 - Total active patients reframes growth away from visits per week and toward the size of the active care baseBusiness Metrics33:29 - Collection visit average (CVA) measures what the practice collects per visit and can be segmented by stage of care35:06 - Lifetime value (LTV) connects retention to economics by combining patient visit average with collection visit average39:49 - Total revenue is tied back to retention through volume of visits driven by people staying in care40:29 - Monthly recurring revenue (MRR) and annual recurring revenue (ARR) are positioned as the stability engine of the model41:51 - Retained revenue measures the durability of the recurring model by showing how much revenue stays after churn Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/  To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

"Send me a text"Your subscriber CAC is double what you pay for one-time buyers. People are signing up and canceling before the second shipment even ships. You're offering 30% off recurring orders and conversion rates are still in the basement. Meanwhile, every other DTC brand seems to be printing money with subscriptions.Here's the problem: subscription models that work brilliantly for razors, coffee, and dog food are fundamentally misaligned with how people buy supplements. You're not automating an existing habit. You're asking someone to commit future desire, hope, trust, and belief to a product they haven't even experienced yet.In this episode, I break down why supplement subscription economics are broken for most brands and exactly how to fix them. We'll cover why your subscriber CAC sits at $70-$120+ while one-time buyers cost $45-$55, why retention is so fragile in the first 30 days, and why operational complexity compounds faster than most founders expect.But more importantly, I'll show you how to restructure subscription offers to align with the four buying forces instead of fighting against them. You'll learn the two-step acquisition model that keeps CAC sustainable, the timing strategy that converts buyers after they have proof instead of before, and the narrative framework that positions subscriptions as mechanism continuity protection rather than convenience.This isn't about better discounts or harder-to-cancel flows. It's about understanding that supplements sit between functional and emotional purchases, which means your subscription strategy needs to work with dual-mind psychology, not against it.If you're tired of watching subscription numbers that look good on paper but bleed cash in reality, this episode will show you the supplement-specific approach that actually builds recurring revenue.Learn more about The Supplement Business Accelerator Group at https://creativethirst.com/group If you're interested in working with me and my team to improve your supplement business. You can learn more at my website https://creativethirst.com Click here to grab your copy of the Health Supplement Ad Swipe Guide. Discover what really works in funnel marketing Need help increasing sales on your own? Click here Stuck at $1 - $5M in revenue? Click Here Case Study on how Creative Thirst added over $200,000 for one supplement brand

Building a real business is not about chasing hype. It is about solving real problems, executing consistently, and staying in the game long enough for the flywheel to turn.GreenPal founder Bryan Clayton shares how he bootstrapped the Uber for lawn care to 300,000 weekly users without venture capital. A candid conversation on AI as a force multiplier, organic SEO growth, building a marketplace, and scaling a real business the hard way.In This Episode, We Cover✅ AI as a Force Multiplier, Not a ReplacementBryan explains why AI works best as a right-hand tool. It helps teams move faster, think clearer, and close execution gaps, but it does not replace judgment, creativity, or real-world experience.✅ Bootstrapping GreenPal From Day OneGreenPal was built entirely off its own revenue. Bryan breaks down how self-funding forced efficiency, focus, and better product decisions while VC-backed competitors burned capital and disappeared.✅ Recurring Revenue and Marketplace DisciplineThe platform focuses on routine lawn maintenance, not one-off jobs. Repeat transactions created stability for customers, vendors, and the business itself.✅ Organic SEO and the Long-Term FlywheelMost GreenPal users find the platform through organic search. Bryan explains why betting on SEO took years to pay off, but now compounds every day.✅ Tracking One Number That Matters In the early days, Bryan focused on one metric. Weekly transactions. From 10 to 100 to 300,000. That single number told him whether the business was alive or not.

Growth does not break down because chiropractors lack passion. It breaks down because conversion systems and metrics are either unclear, slow, or unmanaged. Dr. Pete and Dr. Stephen break down the exact conversion and sales metrics that separate busy offices from scalable, profitable businesses, and why mastering them is no longer optional in 2026. They unpack how speed, clarity, and conviction drive patient commitment, how operational KPIs translate into real revenue, and why recurring metrics reveal the true health of your business. This conversation reframes conversion as belief transformation, sales as service, and growth as a measurable, repeatable outcome.In This Episode You Will:Break down which conversion numbers actually matter and which ones are noiseWalk through the five KPIs that determine whether patients commit or disappearUnderstand why speed, timing, and follow-up now decide conversion outcomesSee how recurring revenue reveals the true health of your businessIdentify the knowledge gaps that quietly cap your growthEpisode Highlights01:15 – Why this episode marks the shift from marketing conversations into conversion and sales as the next growth constraint08:09 – How ROI should be evaluated through lifetime value, not short-term expense09:33 – The financial reality of stagnation and why not growing creates compounding problems10:26 – Redefining success benchmarks and why three million has become the new one million14:37 – The core truth that frames the episode: you can only help the people you convert15:02 – Reframing sales as care, conviction, and responsibility rather than persuasion18:05 – Breaking down attraction, conversion, and retention as a sequential operational system25:28 – Introducing the Rule of 72 and how speed now determines conversion outcomes30:14 – What actually drives Day One to Day Two follow-through and patient commitment36:15 – Translating conversion into business health through recurring and reactivated revenue Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/Golden Ticket Giveaway to the Upcoming Immersion - DM the words ‘Podcast Business Immersion' on The TRP Instagram page - https://www.instagram.com/theremarkablepractice/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Eddie Hartman is a tech visionary, scale architect, and entrepreneur renowned for co-founding LegalZoom, a company that revolutionized legal access for millions by bringing legal empowerment to the masses. With a track record of launching new ventures and mentoring the next generation of founders, Eddie is known for his relentless innovation and practical wisdom. As an author, he co-wrote "Monetizing Innovation" and "Scaling Innovation," essential reads for anyone serious about building sustainable businesses. His life's mission is to help others not just survive the challenges of entrepreneurship but truly thrive. Takeaways: Embrace Both Success and Failure: Eddie believes that entrepreneurs should discuss their failures as openly as their successes, highlighting the importance of resilience and learning from setbacks. Value and Pricing Are Everything: A common blind spot for founders is not testing whether customers will actually pay for their product, and undervaluing their services is a typical misstep. Charging based on real value—and being willing to ask for more—is crucial for growth. Recurring Revenue and Relationships Win: Transitioning from one-time transactions to ongoing relationships, such as subscriptions, can transform any business—even the most traditional industries—by focusing on long-term customer value and retention. Sound Bytes: "You do not have to face the odds which are daunting that most people face as entrepreneurs today. There are a few things you can do to radically improve your chances of success." "If you only perfect the recipe and get it out there, but people aren't willing to pay what you need, then you're not in possession of a business idea—you've got a great hobby." "Every person who leaves you as a customer at one point said yes. Your job is to figure out what changed between yes and cancellation." Connect & Discover Eddie: LinkedIn: @eddie-hartman X: @EddieRHartman Book: Scaling Innovation: How Smart Companies Architect Profitable Growth

Eddie Hartman is a tech visionary, scale architect, and entrepreneur renowned for co-founding LegalZoom, a company that revolutionized legal access for millions by bringing legal empowerment to the masses. With a track record of launching new ventures and mentoring the next generation of founders, Eddie is known for his relentless innovation and practical wisdom. As an author, he co-wrote "Monetizing Innovation" and "Scaling Innovation," essential reads for anyone serious about building sustainable businesses. His life's mission is to help others not just survive the challenges of entrepreneurship but truly thrive.Takeaways:Embrace Both Success and Failure: Eddie believes that entrepreneurs should discuss their failures as openly as their successes, highlighting the importance of resilience and learning from setbacks.Value and Pricing Are Everything: A common blind spot for founders is not testing whether customers will actually pay for their product, and undervaluing their services is a typical misstep. Charging based on real value—and being willing to ask for more—is crucial for growth.Recurring Revenue and Relationships Win: Transitioning from one-time transactions to ongoing relationships, such as subscriptions, can transform any business—even the most traditional industries—by focusing on long-term customer value and retention.Sound Bytes:"You do not have to face the odds which are daunting that most people face as entrepreneurs today. There are a few things you can do to radically improve your chances of success.""If you only perfect the recipe and get it out there, but people aren't willing to pay what you need, then you're not in possession of a business idea—you've got a great hobby.""Every person who leaves you as a customer at one point said yes. Your job is to figure out what changed between yes and cancellation."Connect & Discover Eddie:LinkedIn: ⁠@eddie-hartman⁠X: ⁠@EddieRHartman⁠Book: ⁠Scaling Innovation: How Smart Companies Architect Profitable Growth⁠

If your revenue resets every month, growth is harder to predict, and harder to scale. That's why so many companies are moving toward a membership model. A lot of businesses assume recurring revenue doesn't apply to them. Today's guest has spent nearly two decades proving that assumption wrong. Stu McLaren has helped more than 20,000 entrepreneurs to launch, grow, and scale membership-based businesses across nearly every industry imaginable—and in this conversation, he breaks down how to identify where recurring revenue already exists in your business and how to structure it into a membership that actually works. Stu also shares the single biggest factor that determines whether members stay or leave in the first 30 days. Don't miss it!   Key Takeaways (00:00) Intro (00:45) Why Predictable Revenue Lowers Founder Stress (02:40) Why "Passive Income" Is A Misleading Idea (03:16) How To Tell If A Membership Will Actually Work (06:26) You Only Need One Signal To Move Forward (07:31) Why Subscriptions And Memberships Are The Same (14:43) Turning One-Time Buyers Into Monthly Revenue (17:34) The Real Reason Members Quit In 3–6 Months (23:03) What Actually Matters In The First 30 Days (24:12) Why Retention Is A Customer Experience Problem (48:44) How To Lock In Retention By Highlighting Wins (59:03) The Mindset That Keeps Entrepreneurs Moving     Watch on YouTube: https://youtu.be/J-qQWrV4AIg      Let's Connect: Website | Instagram | YouTube | TikTok | Twitter | Facebook

How Tom Aulet built Ergatta into a profitable fitness brand with $35M raised, gamified workouts, and lean, cost-effective growth.For more on Ergatta and show notes click here Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.