Podcasts about recurring revenue

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Two businesses, same revenue, same profit. One sells for three times EBITDA. The other sells for eight times. On a $2 million EBITDA business that gap is $10 million.In this episode Steve breaks down exactly what creates that difference and why sophisticated buyers are not just looking at the size of your earnings but the quality and the risk underneath them.Whether you ever plan to sell or not, understanding this will change how you run your business right now._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

The episode addressed the heightened challenges MSPs and IT service providers face in client acquisition, with specific reference to a recent Kaseya report indicating that twice as many MSPs describe obtaining new clients as more difficult compared to the previous year. This shift is attributed, in part, to changes in marketing efficacy and the increased reliance on referrals rather than structured marketing strategies. These findings emphasize the need for a consistent, proactive marketing approach—moving beyond informal networks—to counteract periods of slow business and ensure stable revenue. Discussion highlighted that many MSPs lack a formalized marketing plan and treat the absence of active marketing as a matter of pride, despite clear evidence that consistent marketing activities are essential for growth and resilience. According to James Kernan, "marketing is the oxygen of your business," and its absence correlates directly with reduced new business opportunities. Strategies such as recurring in-person or online engagement with clients, regular assessment of marketing practices, and leveraging written marketing plans were identified as actionable recommendations for sustaining pipeline health. A secondary focus examined operational risk and opportunity related to "shadow AI"—unauthorized or unmanaged use of AI tools by clients' staff. Amy Babinchak detailed three core risks: accidental exposure of confidential data, violation of contracts or regulatory requirements, and a lack of auditable records for actions taken by shadow AI tools. The discussion identified practical risk mitigation steps, including staff education, policy development, and implementation of monitoring tools, all of which represent billable opportunities for MSPs while reducing downstream liability in the event of a breach. For technology service providers and decision-makers, the episode underscores the operational imperative of formal, consistent marketing—even during slow periods—as well as the need for vigilant governance over emerging technology risk vectors such as shadow AI. By proactively engaging clients through both marketing and risk education, MSPs can better protect their businesses while expanding stable, recurring revenue streams rooted in demonstrable expertise and accountable service delivery.Title:   How do I get more business when it's slow? M&A Topic: Why is an elevator pitch for my business important? Article: Why is finding new clients harder? Double the number of MSPs in Kasaya reported said so. https://www.kaseya.com/blog/msp-growth-challenges-2026/ QBR Talk: Talk to your clients about Shadow AI https://www.thirdtier.net/2026/06/25/speak-to-your-client-about-shadow-ai/ Tales from the field: A fictional tale about the Trunk Slammer from Hell.  https://www.reddit.com/r/msp/comments/1u82vnh/i_got_obsoleted_by_ai_so_i_wrote_you_all_a_bofh/ UPCOMING CHANNEL EVENTS Mastermind LIVE in Omaha NEJuly 30-31st Register:  https://kernanconsulting-mastermind.mykajabi.com/mastermind-event Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bango Plc. Chief Financial Officer Matt Wilson joined Steve Darling from Proactive to discuss the company's strong first-half performance, highlighting growth in recurring revenue, improving profitability, and confidence in meeting full-year market expectations. Wilson said annual recurring revenue (ARR) increased 31% to $20.4 million for the six months ended June 30, up from $15.6 million a year earlier. Subscription revenue also rose 13% to $12.3 million, while net revenue retention reached 119%, reflecting strong expansion among existing customers. The company generated Cash EBITDA of $3.7 million during the first half, exceeding the $2.3 million delivered during the entire 2025 financial year. Bango now expects Adjusted EBITDA of at least $9 million for the full year, representing a 34% increase over 2025, driven by higher-quality revenue and operational efficiencies. Total revenue is expected to increase 3% to $25.9 million, in line with management guidance. Bango also added six new subscription customers during the period, including three signed contracts and one deal carried over from late 2025. Payments revenue declined 5% to $13.6 million, reflecting the company's planned strategy of restructuring legacy payment routes to prioritize higher-margin, higher-quality revenue. Net debt improved to $8.7 million at the end of June, down from $9.2 million at the end of December. Wilson added that growing adoption of the Bango Digital Vending Machine platform by global brands, financial institutions, and telecommunications companies reinforces management's confidence in the platform's long-term growth potential and the company's strategy of expanding recurring, subscription-based revenue. The company also added to its board with with Darcy Antonellis becoming non-executive chair and Duncan Magrath joining as audit committee chair. #proactiveinvestors #bangoplc #aim #bgo #otcqx #bgopf #DigitalVendingMachine #Fintech #SubscriptionEconomy #RecurringRevenue #Payments #SaaS #Technology #DigitalCommerce #GrowthStocks

Are you building next year's budget around grants that haven't been awarded yet? You're not alone, and there's a better way. In this episode of Kari's Confessions: A Nonprofit Exec Tells All, Kari Anderson of Incite! Consulting tackles one of the biggest challenges in nonprofit leadership: how to stop living grant to grant. Drawing on more than 30 years of experience working with nonprofits, Kari explains why grant dependence keeps organizations in survival mode and how recurring revenue creates the breathing room your mission deserves. You'll learn: Why a nonprofit is a tax status, not a business model What recurring revenue really buys you (hint: it's not just money) Four practical strategies to get started: monthly giving programs, membership models, annual business partnerships, and planned giving Why sustainable fundraising starts with healthy governance and clear internal systems Whether you're an executive director, development professional, or board member, this episode offers a practical challenge: pick one recurring revenue strategy and build the system. Consistency beats intensity every time. If this conversation resonated, share it with your ED, development team, or board chair. Subscribe for weekly insights on nonprofit leadership, and visit inciteconsultinggroup.com for more tips and tools. ––––––––––––––––––––––––––––––––––––––––

RabbitRun and Crexendo Expand Recurring Revenue Opportunities for Channel Partners, Podcast , RabbitRun offers an integrated platform that brings together Always-On Internet, enterprise-class SD-WAN, cybersecurity, voice survivability, POTS replacement and business continuity. The goal is to help businesses remain connected and operational when internet connections, networks or other critical infrastructure fail @ Doug Green “There's a tremendous opportunity for partners to deliver more value, improve customer retention and create new recurring revenue streams.” RabbitRun has joined the Crexendo Ecosystem Vendor Partner Program, giving Crexendo, NetSapiens and channel partners new ways to deliver resilient connectivity, business continuity and managed network services to their customers. In this Technology Reseller News podcast, RabbitRun Founder and CTO Pat Saavedra discusses the partnership and the opportunity it creates for MSPs, service providers and telecom resellers. RabbitRun offers an integrated platform that brings together Always-On Internet, enterprise-class SD-WAN, cybersecurity, voice survivability, POTS replacement and business continuity. The goal is to help businesses remain connected and operational when internet connections, networks or other critical infrastructure fail. For channel partners, Saavedra says the opportunity extends well beyond simply selling another connectivity product. Partners can use RabbitRun to address real customer concerns surrounding uptime, security and operational resilience while creating new sources of recurring managed-services revenue. As more business applications move to the cloud, internet connectivity has become essential infrastructure. A failed connection can interrupt voice services, payment processing, customer support, remote access and other core operations. RabbitRun is designed to identify network problems and move traffic to an available connection, helping businesses continue operating with minimal disruption. The platform also gives partners greater visibility into customer networks, allowing them to identify performance issues, manage connectivity and provide ongoing support. That creates a more proactive relationship in which the partner is helping protect the customer's business rather than simply responding after something goes wrong. The conversation also explores the growing importance of voice survivability. Businesses may have backup internet connections but still discover that their voice systems fail during an outage. RabbitRun helps partners address that gap by protecting both data and voice communications as part of a broader continuity strategy. POTS replacement represents another opportunity. As traditional analog lines become more expensive and difficult to maintain, businesses need alternatives for services such as alarms, elevators, fax machines and emergency communications. RabbitRun enables partners to incorporate those requirements into a modern managed connectivity offering. By joining the Crexendo Ecosystem Vendor Partner Program, RabbitRun becomes more accessible to a large community of service providers already delivering communications through Crexendo and the NetSapiens platform. Saavedra says this gives partners an opportunity to expand the value of their existing customer relationships. Rather than competing only on voice seats or connectivity pricing, they can provide a broader solution built around reliability, security and business continuity. For MSPs and communications providers, the message is straightforward: protecting the customer's ability to remain connected can become both an essential service and a meaningful recurring revenue opportunity. Learn more about RabbitRun and its participation in the Crexendo Ecosystem Vendor Partner Program.

Lukas Swid, Chairman and CEO of Helcyon, joins host KJ to expose the silent epidemic killing small businesses: financial blindness. Drawing on 25 years of operating across five continents, Lukas reveals how reactive accounting leaves owners in the dark until it's too late. Helcyon delivers plain-language financial assessments straight to your inbox, catching anomalies, waste, and fraud in real time so business owners can act before the damage is done. Key Takeaways: 4:02 — Most small businesses fail not because of their product, but because they have no visibility into what is breaking until it's too late. 8:30 — Real-time financial reconciliation is the difference between catching fraud early and losing everything to a trusted partner. 15:50 — Revenue going up means nothing if cost of customer acquisition, tax obligations, and recurring revenue gaps are silently draining the business. 22:26 — Helcyon delivers a CFO-level financial digest directly to your email, removing every excuse a business owner has for not knowing what's happening. Quote of the Show (16:23):"We translate them for you like a doctor translates lab results — so you have it in plain English, exactly what they mean."— Lukas Swid Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Lukas Swid:LinkedIn: http://www.linkedin.com/in/lukasswidnycCompany Website: https://helcyon.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/results?search_query=disruption+%2F+interuuptionSee omnystudio.com/listener for privacy information.

Most people think choosing a franchise starts with picking the right industry.   They're wrong.   In this episode, Erik Van Horn sits down with George to discuss what experienced franchise buyers actually look for before investing. From evaluating founders and leadership to understanding Item 19, customer experience, recurring relationships, and long-term growth, this conversation will change the way you research franchise opportunities.   If you're considering buying a franchise, this episode could save you from making one of the biggest mistakes new buyers make.   Timestamps: 00:02:54 Why Leadership Matters More Than the Industry 00:05:14 Inside the Zinga's Business Model 00:06:58 What Makes This Industry Different 00:09:09 Why Happy Customers Matter More Than You Think 00:12:29 The Biggest Challenge in the Business 00:15:11 Why Home Depot Isn't the Real Competition 00:17:57 How COVID Changed the Home Service Industry 00:21:41 How to Read an Item 19 the Right Way 00:28:49 The Lead Generation Strategy Every Franchise Owner Needs 00:31:15 The Relationship-Building Secret to Recurring Revenue   Connect with Erik Van Horn:

If you have ever thought about building a membership, coaching program, or recurring revenue offer, this conversation will help you see the model more clearly.  Rory sits down with Stu McLaren, one of the leading voices in memberships and online communities, to talk about what actually makes recurring revenue work. Stu shares why getting members is only one part of the business, and why the real leverage often comes from onboarding people well, helping them experience progress, and giving them a reason to stay.  You'll hear why closed-door launches can create more momentum than always-open memberships, how deadlines help people move from "I'll save this for later" into action, and why list-building events can become one of the strongest ways to grow before a launch.  Stu also breaks down why the first seven days matter so much for retention. If people feel confused, disconnected, or overwhelmed right after they join, they are already at risk of leaving. But when you help them get clear, connect with the community, and experience a quick win, the entire relationship changes.  This episode is especially useful for experts, coaches, creators, and mission-driven entrepreneurs who want to build a business people do not just buy once, but continue to trust over time.

Predictable revenue creates predictable freedom. In this episode of The Level Up Podcast, Paul Alex breaks down why recurring revenue is one of the strongest business models for building stability, valuation, and long-term wealth. Let's be real… If every month starts at zero… And you have to chase every dollar all over again… You are not building peace of mind. You are building pressure. In this episode, you'll learn: Why one-time sales can create unstable cash flow How recurring revenue turns clients into long-term value Why subscriptions, retainers, and residual systems increase business stability How predictable income can raise your company's valuation and reduce financial anxiety The truth is simple: The goal is not just to make a sale. The goal is to build continuity. Monthly retainers. Subscription access. Usage-based billing. Maintenance packages. Residual income streams. Systems that create value every month and get paid every month. High-level operators do not want to restart from zero every thirty days. They engineer recurring revenue. They build retention. They automate billing. They make their service so valuable that clients cannot afford to cancel. Because when the baseline is secure… The business breathes easier. The founder thinks clearer. And the company becomes more valuable. Stop starting over every month. Build the recurring model. Lock in the clients. Secure the baseline. And keep leveling up. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to ADHD-ish! I'm Diann Wingert, and in this episode, we're addressing a question that many business owners with ADHD hesitate to ask themselves: Do you actually like the work that brings you your most reliable income?Not just the money, but the day-to-day tasks, the routine, and the clients you serve month after month. Understanding neurodiversity means recognizing that what works for neurotypical business owners—predictable recurring revenue models—may actively sabotage your success.Because so many of them hate to admit they don't, I'm breaking down what I call the “recurring revenue trap”—the idea that true business maturity comes from stacking retainers, running memberships, or launching evergreen offers for that coveted, predictable income.This myth is especially damaging for those of us navigating neurodiversity in business. But what happens when your ADHD brain, which craves novelty, challenge, and variety, clashes with the sameness and repetition these models demand?If you've ever found yourself bored, resentful, or white-knuckling through work that “should” feel like a win, the problem isn't you—it's a structural mismatch between how neurodiversity is wired and traditional business models.3 key takeaways for ADHD business owners:Predictability vs. Novelty: Recurring revenue models (like retainers and memberships) are built for brains that thrive on sameness and routine—not the dopamine-hungry ADHD brain, which craves novelty, challenge, and change. Understanding neurodiversity means designing around these realities, not fighting them.Structural Not Personal: Burning out on reliable income streams isn't a failure—it's a sign of structural mismatch. ADHD brains are wired to lose motivation with repetitive, predictable work. This is where value based pricing strategy becomes essential—charging for outcomes and transformation, not time.Design for Your Brain: You DON'T have to quit recurring revenue altogether. Instead, intentionally build novelty into your recurring offers—limited run cohorts, rotating scopes, themed “seasons,” and planned refreshes let you keep both financial stability and creative energy. A flexible retainer model can honor both your needs and your neurodiversity.6 Dopamine-rich alternatives to boring recurring revenue models:Limited-run cohorts: Short sprints, not never-ending slogsRetainers with rotating scope: New focus each quarter keeps it freshMemberships by season/theme: Built-in breaks & changing contentQuarterly intensives: Ditch the monthly grind; go deep, then restPlanned sunsets: Don't beat dead offers—set a clear end date!Built-in refreshes: Schedule reinventions before boredom strikesThe offer you're white-knuckling today is NOT the offer that'll get you to the next level. Try, tweak, or sunset—but make it on YOUR terms. Mentioned during this episode:Episode #238_Creative Sprint Days: One Entrepreneur's Solution for an ADHD-Friendly Business, with Evan Sargent Other episodes in the series:Ep #315: How Successful ADHD Entrepreneurs Trigger Hyperfocus on DemandEp #317: Time Blindness is a Pricing Problem, Not Just a Productivity ProblemYour ADHD-ish ™ host, Diann Wingert Diann Wingert is a business strategist, coach, serial entrepreneur, former psychotherapist, and passionate thought leader at the intersection of ADHD and entrepreneurship. In addition to hosting the ADHD-ish ™ podcast, Diann is the creator of The ADHD-ish ™ Method, a practicing Buddhist, dog mom, and relentlessly curious human.Want help to reimagine business with your ADHD traits in mind? Schedule a free consultation to explore 1:1 ADHD entrepreneur coaching with ADHD business strategist and coach, serial business owner, and former licensed psychotherapist, Diann Wingert.For more ADHD-informed business strategies, follow ADHD-ish for the rest of the Reframing Your ADHD Traits as Business Strategies, as well as inspiring guest interviews and real client success stories! Subscribe/Follow ADHD-ish on Apple or Spotify© 2026 ADHD-ish™ Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir / Bobi Music / All rights reserved.

Welcome back to ADHD-ish! I'm Diann Wingert, and in this episode, we're addressing a question that many business owners with ADHD hesitate to ask themselves: Do you actually like the work that brings you your most reliable income?Not just the money, but the day-to-day tasks, the routine, and the clients you serve month after month. Understanding neurodiversity means recognizing that what works for neurotypical business owners—predictable recurring revenue models—may actively sabotage your success.Because so many of them hate to admit they don't, I'm breaking down what I call the “recurring revenue trap”—the idea that true business maturity comes from stacking retainers, running memberships, or launching evergreen offers for that coveted, predictable income.This myth is especially damaging for those of us navigating neurodiversity in business. But what happens when your ADHD brain, which craves novelty, challenge, and variety, clashes with the sameness and repetition these models demand?If you've ever found yourself bored, resentful, or white-knuckling through work that “should” feel like a win, the problem isn't you—it's a structural mismatch between how neurodiversity is wired and traditional business models.3 key takeaways for ADHD business owners:Predictability vs. Novelty: Recurring revenue models (like retainers and memberships) are built for brains that thrive on sameness and routine—not the dopamine-hungry ADHD brain, which craves novelty, challenge, and change. Understanding neurodiversity means designing around these realities, not fighting them.Structural Not Personal: Burning out on reliable income streams isn't a failure—it's a sign of structural mismatch. ADHD brains are wired to lose motivation with repetitive, predictable work. This is where value based pricing strategy becomes essential—charging for outcomes and transformation, not time.Design for Your Brain: You DON'T have to quit recurring revenue altogether. Instead, intentionally build novelty into your recurring offers—limited run cohorts, rotating scopes, themed “seasons,” and planned refreshes let you keep both financial stability and creative energy. A flexible retainer model can honor both your needs and your neurodiversity.6 Dopamine-rich alternatives to boring recurring revenue models:Limited-run cohorts: Short sprints, not never-ending slogsRetainers with rotating scope: New focus each quarter keeps it freshMemberships by season/theme: Built-in breaks & changing contentQuarterly intensives: Ditch the monthly grind; go deep, then restPlanned sunsets: Don't beat dead offers—set a clear end date!Built-in refreshes: Schedule reinventions before boredom strikesThe offer you're white-knuckling today is NOT the offer that'll get you to the next level. Try, tweak, or sunset—but make it on YOUR terms. Mentioned during this episode:Episode #238_Creative Sprint Days: One Entrepreneur's Solution for an ADHD-Friendly Business, with Evan Sargent Other episodes in the series:Ep #315: How Successful ADHD Entrepreneurs Trigger Hyperfocus on DemandEp #317: Time Blindness is a Pricing Problem, Not Just a Productivity ProblemYour ADHD-ish ™ host, Diann Wingert Diann Wingert is a business strategist, coach, serial entrepreneur, former psychotherapist, and passionate thought leader at the intersection of ADHD and entrepreneurship. In addition to hosting the ADHD-ish ™ podcast, Diann is the creator of The ADHD-ish ™ Method, a practicing Buddhist, dog mom, and relentlessly curious human.Want help to reimagine business with your ADHD traits in mind? Schedule a free consultation to explore 1:1 ADHD entrepreneur coaching with ADHD business strategist and coach, serial business owner, and former licensed psychotherapist, Diann Wingert.For more ADHD-informed business strategies, follow ADHD-ish for the rest of the Reframing Your ADHD Traits as Business Strategies, as well as inspiring guest interviews and real client success stories! Subscribe/Follow ADHD-ish on Apple or Spotify© 2026 ADHD-ish™ Podcast. Intro music by Ishan Dincer / Melody Loops / Outro music by Vladimir / Bobi Music / All rights reserved.

What if one of the biggest business opportunities today is hiding in plain sight? In this episode of the Massive Passive Cashflow Podcast, Gary Wilson sits down with Lane Martin, CEO of Modern PURAIR®, Canada's largest coast-to-coast indoor air quality company, to discuss how the growing demand for clean air is creating new opportunities for entrepreneurs, investors, and business owners. From residential HVAC cleaning and air purification systems to commercial contracts with healthcare providers, schools, and property managers, Lane explains how indoor air quality has evolved into a high-demand, recurring-revenue industry—especially after COVID-19 changed how people think about the air they breathe. You'll learn: ✅ Why indoor air quality is becoming a booming industry ✅ How HVAC, duct cleaning, and air purification services create recurring revenue ✅ The impact of tighter building standards on air quality demand ✅ What makes a successful franchise owner ✅ How to evaluate franchise opportunities before investing ✅ The importance of recurring commercial clients and long-term contracts ✅ Why "boring businesses" often generate extraordinary wealth ✅ How entrepreneurs can build an asset that eventually creates a profitable exit Whether you're a real estate investor, entrepreneur, franchise buyer, or someone looking for a scalable business opportunity, this episode offers valuable insights into a rapidly growing market. Connect with Lane Martin Website: www.modernpurair.com LinkedIn: https://www.linkedin.com/in/lane-martin-7377a114/ Facebook: https://www.facebook.com/purairguy Instagram: https://www.instagram.com/lanemartin/ Twitter: https://x.com/ModernPURAIR   Attention Investors and Agents:   Are you ready to scale your real estate business and connect with like-minded professionals?

- Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Many entrepreneurs assume that a recurring revenue business guarantees steady cash flow, assuming it is the most secure entry into small business ownership. In this video, I break down 10 risks that can hide inside recurring revenue businesses, including customer concentration, client churn, contract issues, slow-paying customers, valuation mistakes, and hidden project revenue. If you're thinking about buying a business, evaluating a business for sale, or exploring entrepreneurship through acquisition (ETA), understanding these risks could save you from making an expensive mistake. **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com #RecurringRevenue #BuyABusiness #BusinessAcquisition #ETA #BusinessValuation #DueDiligence #SmallBusiness #Entrepreneurship #BusinessBuyer #Investing Youtube music licensing code: 5PJWQOE5ZZHTQSRY

In this episode of Franchise Marketing Radio, Lee Kantor interviews Lane Martin, Founder of Modern PURAIR. Lane shares how the company grew from a family-owned duct cleaning business into Canada's largest indoor air quality franchise and discusses its expansion into the United States. He explains the growing demand for indoor air quality services, the advantages […]

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

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!

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.  

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.

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.

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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

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.