Podcasts about relationship management

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Best podcasts about relationship management

Latest podcast episodes about relationship management

Grit & Gravitas
The Truth of Small Business Success: Do It Scared, Do It Messy

Grit & Gravitas

Play Episode Listen Later May 20, 2025 33:46


Did you know? 1 small business opens every 4 minutes in the US! May is National Small Business Month, and in this episode of G&G we're celebrating the entrepreneurial spirit! Meet our guests: Jacquie Ferentinos, co-owner of the locally owned and operated Bagel Boutique, and Brenna Anderson, VP of Relationship Management for Members 1st Federal Credit Union. In part 3 of our Limited Edition Members 1st series, Jacquie and Brenna sit down with co-hosts Anne and Anne to tell the story of entrepreneurial success and a growing bagel empire—including an incredible financial partner. “We are your people,” says Brenna. “Believe in yourself, take the risk, and we will help you every step of the way.” Other key ingredients? Hard work, relationships, and passion for what you do. “We're sharing stories one bagel at a time,” says Jacquie. Her advice for entrepreneurs: “Do it scared, do it messy, but do it.” Jacquie and Brenna, welcome to the G&G tribe!

The Chemical Show
Mid-Year Reset: Smart Moves For Leaders In Uncertain Times - Ep. 216

The Chemical Show

Play Episode Listen Later May 20, 2025 24:37 Transcription Available


Uncertainty is the new normal for the chemical industry, but leaders still need to make smart decisions that drive business forward. Victoria Meyer tackles the critical actions leaders should be taking at the midyear point of 2025, offering strategic advice for operating in volatile markets, maintaining resilient supply chains, and effectively communicating through change. With insights from industry leaders, she highlights the importance of scenario planning, mindful diversification, and strategic cash management while emphasizing the value of strong relationships across the business ecosystem. Victoria also spotlights the upcoming The Chemical Summit in Houston, which centers on leadership through industry transformation, and explores the internal and external moves executives are using to keep their teams focused and adaptive.  Learn more about these topics this week: Midyear Reset: Now is the time to pause, reassess, and recalibrate your business strategies for the rest of 2025 Leading Through Uncertainty: Unpack the specific challenges chemical companies are facing this year Smart leadership moves and the five key actions that drive confident decision-making and resilient operations The power of strategic relationships: why reinforcing existing partnerships and building new ones across the supply chain is more important than ever before Seizing opportunity in change: Learn how industry leaders are preparing for the unexpected Killer Quote: “In times of uncertainty, relationships matter. Businesses and people, and it's people that are inside the businesses, need higher levels of trust and confidence in their partners when we're in these periods of uncertainty.” -Victoria Meyer 00:00 "Chemical Summit: Leadership Through Change" 05:35 "Six Leadership Tactics for Uncertain Times" 07:53 Enhancing Internal and External Communication 12:04 Clarifying Goals and Strengthening Relationships 16:40 Refocusing on Diversified Supply Chains 17:52 Strategic Diversification in Markets 21:57 Strategic Investment and Relationship Management 25:07 Midyear Reset for Leaders  Subscribe to The Chemical Show on YouTube ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player.  ***Like what you hear? Leave a rating and review. ***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

Searching in San Diego
E57: From the Ground Up: Redefining Workforce Development

Searching in San Diego

Play Episode Listen Later May 20, 2025 23:46


Discover how workforce development is being redefined from the ground up in this episode of KRA's The Hub. Claudia Cattouse-Regalado, Director of Relationship Management at the Chicago Cook Workforce Partnership, shares her journey from frontline service roles to executive leadership and offers a powerful vision for workforce as a system of mentorship, preparation, and economic transformation. You'll hear how building shared language, aligning service delivery, and elevating real client stories can drive collective impact. Claudia also discusses professional development, leadership resilience, and how to support the next generation of workforce professionals in today's changing landscape.

The Treasury Update Podcast
Leading Practices in Treasury: Bank Relationship Management

The Treasury Update Podcast

Play Episode Listen Later May 5, 2025 19:22


In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Why does relationship strength matter, and how can it impact growth initiatives? Tune in to find out. Download or listen to the eBook here

OpenTreasury
Leading Practices in Treasury: Bank Relationship Management

OpenTreasury

Play Episode Listen Later May 2, 2025 19:21


In this episode, Paul Galloway discusses the importance of strong bank relationships for treasurers. From credit and capital access to strategic advisory services, he explores how share-of-wallet, communication, and scorecards can help companies align with the right banking partners. Why does relationship strength matter, and how can it impact growth initiatives? Tune in to find out. Download or listen to the eBook here

Insurance Leadership Podcast
From News Desk to Distribution

Insurance Leadership Podcast

Play Episode Listen Later May 1, 2025 17:53


Welcome back to the Insurance Leadership Podcast! Alisha Pequeno, Head of Distribution and Broker Partnerships at Zurich North America, joins co-host Ben Markland to share leadership lessons from the carrier side. She discusses building strong partnerships, leading with authenticity, and creating a culture that drives growth. Tune in for practical insights to help you lead, adapt, and build lasting success.

The International Risk Podcast
Episode 227: Fraud and KYC with Jason Costain

The International Risk Podcast

Play Episode Listen Later Apr 30, 2025 30:11


This week on The International Risk Podcast, Dominic Bowen speaks with Jason Costain, one of the UK's leading fraud strategists and the founder of Javloc, a specialist consultancy in financial crime prevention.In this deep-dive episode, they examine the accelerating threat landscape shaped by fraud, artificial intelligence, and the unintended consequences of digital innovation. From real-time payment systems and synthetic identities to the manipulation of consumer psychology and the exploitation of cryptocurrency hype, this conversation uncovers the critical vulnerabilities facing both individuals and institutions.Jason shares hard-won insights from three decades at the forefront of fraud detection and response, including his work building and leading fraud defence teams at NatWest Group. The episode also explores how financial institutions can move beyond reactive measures by embedding biometric security, adaptive limits, and customer training into their fraud strategy — all while dismantling siloed thinking between UX, payments, and risk teams.With real case studies and strategic foresight, this is essential listening for compliance leaders, fraud specialists, regulators, and digital banking innovators.Jason Costain is the founder of Javloc, and previously served as Head of Fraud Strategy and Relationship Management at NatWest Group. His work has shaped fraud defence systems across the UK banking sector, with a focus on AI, scam prevention, big data, and behavioural risk.Hosted by Dominic Bowen, The International Risk Podcast is the go-to platform for senior leaders navigating today's volatile global environment. Dominic is the Head of Strategic Advisory at 2Secure, Europe's leading risk management consulting firm, and has more than 20 years of frontline experience managing complex operations across conflict zones, crisis regions, and boardrooms. As a trusted advisor to multinational corporations, a university lecturer, and an internationally recognised public speaker, Dominic brings unparalleled depth to conversations on enterprise risk management, geopolitical forecasting, and strategic decision-making.Executives looking to understand the forces shaping tomorrow's business risks, and how to turn them into strategic wins, should subscribe now. This episode is essential listening for leaders who refuse to be blindsided by international risk.The International Risk Podcast – Reducing risk by increasing knowledge.Follow us on LinkedIn for all our great updates.Tell us what you liked!

Wicked Pissah Podcast
#245 - Jeff Johnson, Appleton, and Fixed Income Markets

Wicked Pissah Podcast

Play Episode Listen Later Apr 30, 2025 38:45


Jeff Johnson Hosts Michael Connaughton and Brad Wright are joined by Jeff Johnson, Senior Vice President of Appleton Partners. Jeff is a member of Appleton's Fixed Income Investment Committee and is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels. Prior to joining Appleton in 2009, Jeff was a Senior Vice President of Fidelity Investments where he headed up Relationship Management for the Institutional Wealth Services (IWS) division. Prior to joining IWS, he was National Sales Manager for Fidelity Capital Markets Institutional Fixed Income Group. Jeff has served on the Regional Advisory Committee for the Security Industry and Financial Markets Association, and has been actively involved in the municipal securities business in both capital markets and asset management capacities.   They discuss: ·      Jeff and Appleton's views on the state of the fixed income markets. ·      Macroeconomic factors. ·      Strategic opportunities across fixed income.   And much more.   Contact Jeff: Emai:  jjohnson@appletonpartners.com Website: https://www.appletonpartners.com/

Power Your Advice
Episode 257: The All-in-One Platform Built for Modern Advisors with Michael Scaplen

Power Your Advice

Play Episode Listen Later Apr 23, 2025 13:49


In this episode, Doug speaks with Michael Scaplen, SVP and Head of Sales and Relationship Management at Axos Clearing. Michael shares how Axos has evolved from its legacy roots into a tech-forward clearing firm, anchored by Axos Complete—a fully integrated ecosystem that unifies banking, investing, and planning. With tools like the Professional Workstation and a … Continue reading Episode 257: The All-in-One Platform Built for Modern Advisors with Michael Scaplen →

In the Club by Club Colors
Impact of NIL and Branding on College Athletics with KC Smurthwaite

In the Club by Club Colors

Play Episode Listen Later Apr 17, 2025 28:21


In this episode, the discussion revolves around the varying experiences and challenges faced by former student-athletes, specifically those who went pro versus those who didn't, and their continued engagement with their alma maters. The conversation delves into the significance of the equipment manager in maintaining connections with alumni athletes. The impact of NIL (Name, Image, Likeness) on collegiate sports is thoroughly examined, revealing its potential in revenue generation and the resulting complexities in university fundraising dynamics. Additionally, KC Smurthwaite elaborates on his teaching experiences at Utah State University, emphasizing hands-on, real-world learning for students in journalism and sports reporting. The episode also highlights successful branding and licensing projects, including jersey sales and apparel deals, that aim to enhance fan engagement and drive revenue for athletic programs.KEY TAKEAWAYSExperiences of Former Student-Athletes: The discussion highlights the different challenges faced by former student-athletes, especially those who went pro versus those who didn't, and how they continue engaging with their alma maters.Role of Equipment Managers: The importance of the equipment manager in maintaining strong connections with alumni athletes is emphasized as a key factor in alumni relations.Impact of NIL: The episode delves into the growing influence of NIL (Name, Image, Likeness) in collegiate sports, showcasing its potential for revenue generation while complicating university fundraising efforts.Hands-on Learning in Journalism: KC shares his teaching experiences at Utah State University, focusing on providing real-world, hands-on learning opportunities for students in journalism and sports reporting.Branding and Licensing Success: Successful branding and licensing initiatives, such as jersey sales and apparel deals, are discussed as effective strategies to enhance fan engagement and drive revenue for athletic programs.QUOTES“What does that even mean? We don't have aviation at our school... this person who's probably never played football in their life... was so adamant going, no.”“It's a fun fan experience. You're tapping into nostalgia. It's always a win in market. Emotional heartstrings.”“At athletics admin we speak various campus languages. We speak bookstores. We speak the licensing and marketing. We also speak what Coach says.”“It doesn't really cost that much to create an experience. We have a great game plan and athletics admin. We are working backwards. Let's define success. Let's do quantifiable things and we'll get there.”“What does that even mean? We don't have aviation at our school... this person who's probably never played football in their life... was so adamant going, no.”“It's a fun fan experience. You're tapping into nostalgia. It's always a win in market. Emotional heartstrings.”“It doesn't really cost that much to create an experience. We have a great game plan and athletics admin. We are working backwards. Let's define success. Let's do quantifiable things and we'll get there.”Connect and learn more about KC Smurthwaite.https://www.linkedin.com/in/smurf/If you enjoyed this episode of In the Club Podcast with Club Colors, please leave us a review on your favorite podcasting platform!Club Colors: https://www.clubcolors.com/

SSON : Shared Services & Outsourcing Network
Exploring GBS Careers: Part One

SSON : Shared Services & Outsourcing Network

Play Episode Listen Later Apr 14, 2025 16:39


Last month I was lucky enough to go to Shared Services & Outsourcing Week America, SSON's largest event attracting over 1100 participants, 100 exhibitors and 200 thought leaders. I took the opportunity to interview some of the shared services leaders onsite about their career-paths. Over the next few weeks we will be releasing several episodes profiling shared services professionals with different career paths, to hopefully inspire you and demonstrate what a shared services career is all about. On today's podcast we're featuring Kendra Lovitt, Director of Relationship Management and Governance, McKesson GBS and Kiran Mann, CEO, Brar's. They'll be giving insight into what their job entails and the skills you need to hone to work successfully in their roles. If you have any feedback, someone you want to nominate to be profiled or a topic you would love me to cover then please add me on LinkedIn or email me at sally.fletcher@ssonetwork.com.  And of course if you like what you hear and you want to be part of our next Shared Services Week, then the links are below: Shared Services & Outsourcing Week North America. Shared Services & Outsourcing Week Europe.

Level Up Your Wedding Film Business
From flower shop owner to world-renowned designer w/ Birch Event Design

Level Up Your Wedding Film Business

Play Episode Listen Later Apr 8, 2025 46:33


reaking into the luxury wedding market isn't just about booking high-profile clients or creating jaw-dropping visuals—it's about building genuine connections, showing up with integrity, and making a lasting impression that keeps your name at the top. In this episode, we're sitting down with Josh from Birch Event Design, who's built an iconic brand by focusing on relationships, professionalism, and always showing up “in the green.”We're diving deep into the real stories behind building a reputation in the luxury event world—from navigating influencer partnerships to handling unexpected challenges with grace. Josh shares his insights on why being in the room matters more than just getting the shot, and how creating a positive experience for everyone involved is the key to staying booked and in demand.If you've ever felt stuck—working hard but not seeing the growth you want, or feeling unsure how to approach high-profile opportunities without sacrificing your worth—this episode is for you.

The Big Unlock
Digital Relationship Management is Bridging Operations, Technology, and Patient-Centered Care.

The Big Unlock

Play Episode Listen Later Mar 27, 2025 24:41


In this episode, Sophy Lu, Digital Integration and Business Relations at Northwell Health, discusses her journey into the healthcare industry and Northwell Health's digital transformation journey. Sophy states that the foundation of their digital transformation began with simplifying the ecosystem and strategically selecting key functions – cloud, data platforms, and EHR – to drive efficiency. She highlights the emergence of digital relationship management as a critical discipline, ensuring a seamless connection between operations, technology, and patient care. Sophy also discusses how Northwell is leveraging AI and generative AI in imaging, precision medicine, and other areas of innovation. Additionally, Sophy introduces Northwell's AI Hub, a dedicated interface designed to empower their workforce with AI-driven capabilities. Take a listen.

Trust Me...I Know What I'm Doing
SPOTLIGHT... on Ricky Vasandani and lab grown diamonds

Trust Me...I Know What I'm Doing

Play Episode Listen Later Feb 27, 2025 29:02


Periodically on TRUST ME I KNOW WHAT I'm DOING , we share a SPOTLIGHT conversation and feature brief chats with an individual from the community about a special topic or a unique endeavor. So ok, a while back , I had to think about making a will and living trust, and not to be morose or sad, but  it was a good exercise that forced me to think about things that are family heirlooms, or even the more basic question of what we find precious or beautiful and even enduring?  For a lot of people, tangible things like jewelry come to mind, and it's likely no newsflash that India has a fairly strong heritage and history with jewels and diamonds. Now,  in the 2025 that we live in,  technology is bending the curve and offering alternatives for everyone to be conscious of sustainable affordability, ethical choices, time, and rapidly evolving definitions of elegance and fashionable beauty in almost every corner of every consumer market. So, I was actually really curious to learn more about lab grown jewelry, and it was really great to share a Spotlight conversation with Ricky Vasandani.  Ricky grew up all over the world in a family that successfully scaled a legacy diamond jewellery business over decades. With a background in marketing and entrepreneurship,  and success in both the sports and Food and Beverage domains, he turned his attention to co-found Solitario as an emerging Indian lab grown diamond producer with an expanding domestic and international retail footprint.  In fact, just recently, Solitario finished a round of pre-ipo funding - a solid positioning in a market that's expected to skyrocket in the next few years.  We caught up to talk about his global journey and experiences, about lab-grown jewelry and the storytelling that it deserves when making choices, but I first asked him to share the obvious, which was to tell me more about the jewelry he was currently wearing…

Cornell Keynotes
Influence and Persuasion: How to Tap Into Your Potential Power

Cornell Keynotes

Play Episode Listen Later Feb 13, 2025 36:49


Our words, actions and even our presence can profoundly affect other people, but we often misread the situation or underestimate ourselves. Emotions and cognitive biases often get in the way.Through extensive behavioral research and workplace study, Vanessa Bohns — the Cornell ILR School's Braunstein Family Professor and chair of the organizational behavior department — has developed strategies for us to better observe our influence, reconsider our fear of rejection and sometimes even use our influence more sparingly. Bohns, the author of “You Have More Influence Than You Think,” encourages us to recognize the influence we already possess rather than seeking new ways to gain it.What You'll LearnHow to be more mindful and present in your interactions with othersHow to get better at asking for thingsHow to get better at saying noHow to recognize and harness our influence for good by building stronger relationships and creating more supportive environmentsThe Cornell Keynotes podcast is brought to you by eCornell, which offers more than 200 online certificate programs to help professionals advance their careers and organizations. Learn more in our leadership programs.Did you enjoy this episode of the Cornell Keynotes podcast? Watch the full Keynote. Follow eCornell on Facebook, Instagram, LinkedIn, TikTok, and X.

Ask Jim Miller
MMPT #265 | ✈️ David Rockefeller, Pioneer of CRM and Relationship Management

Ask Jim Miller

Play Episode Listen Later Jan 23, 2025 9:39


Accelerate Your Business Growth
Effective Prospecting and Relationship Management

Accelerate Your Business Growth

Play Episode Listen Later Jan 13, 2025 43:08


Welcome to another insightful episode of Accelerate Your Business Growth, hosted by the ever-inspiring Diane Helbig. In today's episode, we have the privilege of diving deep into the world of sales and customer service with our distinguished guest, Lee Salz. As a globally renowned sales management strategist and the CEO of Sales Architects, Lee brings a wealth of knowledge and transformative strategies to help businesses differentiate their sales tactics. We explore concepts like personalized customer service, effective relationship management, and the art of prospecting with a focus on authenticity. Lee also introduces innovative sales theories, such as the 'Sales Crime Theory' and a strategic approach to voicemails that spark interest rather than expecting callbacks. Throughout our conversation, Lee emphasizes the significance of post-sale experiences, highlighting the necessity of making clients feel special, drawing from both professional insights and personal anecdotes. From crafting compelling outbound messages to the importance of a well-structured recap email after discovery meetings, this episode is packed with actionable advice to accelerate your business growth. So, get ready to rethink your sales approach and learn how to truly sell different with insights from our expert guest, Lee Salz. Let's dive in! If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Learn more about your ad choices. Visit megaphone.fm/adchoices

Selling From the Heart Podcast
Effective Strategy for Connecting with Strangers with Steve Spiro

Selling From the Heart Podcast

Play Episode Listen Later Dec 28, 2024 33:34


Steve Spiro, known as the Master Connector, is a business automation consultant, speaker, and martial arts expert with a passion for building genuine relationships. Starting his career in advertising and later transitioning into technology, Steve attributes his success to discipline, integrity, and fearlessness cultivated through martial arts. With over 18,000 contacts in his phone and 24,000 LinkedIn connections, Steve hosts the weekly Master Connector Show on LinkedIn Live, inspiring others to step out of their comfort zones and master the art of connection.SHOW SUMMARYIn this episode of Selling from the Heart, Larry Levine and Darrell Amy sit down with Steve Spiro to explore his journey from shy introvert to Master Connector. Steve shares his simple yet effective strategy for building authentic relationships and maintaining a strategic network. He highlights the importance of adding value, leveraging LinkedIn for credibility, and developing long-term connections. The episode challenges listeners to connect with three new people daily in 2025, fostering both personal and professional growth.KEY TAKEAWAYSAuthentic Relationships Matter: Genuine connections are more impactful than simply growing your network numbers. Focus on authenticity, vulnerability, and being others-focused.Strategic Networking: Building a strategic network involves connecting with individuals who align with your values and goals, creating long-term value.Leverage LinkedIn: Use LinkedIn as a platform to establish credibility, share your values, and connect with influential professionals.Value-Driven Interactions: Always aim to add value in your interactions, offering help or connections rather than pitching yourself.Challenge Yourself: Commit to connecting with three new people daily to expand your network and create new opportunities.QUOTES TO REMEMBER"People buy from people they know, like, and trust." — Steve Spiro"To me, selling from the heart is being others-focused, being authentic, and genuinely looking to help." — Steve Spiro"Connection, real human connection, is so important, and it doesn't just happen through building numbers." — Steve Spiro"Don't pitch people; engage and always focus on adding value." — Steve SpiroConnect with Steve SpiroSteve's LinkedIn.Connect with Larry and DarrellDarrell Amy's LinkedInLarry Levine's LinkedInSelling from the Heart websiteADDITIONAL RESOURCES:Explore the secrets of heart-centered leadership and thriving workplace cultures with Culture from the Heart Podcast—nominate a visionary CEO at www.culturefromtheheart.com!Order Larry Levine's book, Selling in a Post-Trust World:Get it on Barnes & Noble and access exclusive content!SUBSCRIBE to our YOUTUBE CHANNEL!Stay updated with the latest episodes and leadership tips: Selling from the Heart YouTubeGet Your Daily Dose of Inspiration:Click Here for Your Daily Dose

Scientific Healing with Dr. Anastasia Chopelas
Discover These 3 Holiday Strategies for Navigating Tough Family Relationships

Scientific Healing with Dr. Anastasia Chopelas

Play Episode Listen Later Dec 24, 2024 10:51 Transcription Available


The holidays can be a challenging time for empaths, healers, and sensitive individuals. Family gatherings often bring up old relationship patterns and emotional triggers, making it difficult to stay grounded and positive. In this broadcast, I share three transformative tips to help you protect your energy and maintain inner peace, even in the most complex relationships.

Selling From the Heart Podcast
Strategic Sourcing and Relationship Management with Jonathan Gardner

Selling From the Heart Podcast

Play Episode Listen Later Dec 21, 2024 33:20


Jonathan Gardner is the Principal and Founder of J. Gardner Group, where he leverages decades of expertise in strategic sourcing and relationship management to drive profitability for organizations. His career includes working with global powerhouses like Starbucks and Dell, where he developed an acute understanding of navigating large corporations and fostering long-term partnerships.SHOW SUMMARYIn this episode of the Selling from the Heart podcast, Larry Levine and Darrell Amy sit down with Jonathan Gardner to explore the art of strategic sourcing and relationship management. Drawing on his extensive experience with major brands, Jonathan reveals how sales professionals can establish genuine connections, navigate procurement processes, and avoid becoming just another number on a spreadsheet. He emphasizes the importance of building relationships across all levels of an organization, maintaining a strategic mindset, and engaging consistently for long-term success.KEY TAKEAWAYSBeyond Procurement: Build relationships across multiple departments to avoid relying solely on procurement.Strategic vs. Tactical Sales: Focus on strategic, long-term actions instead of short-term wins.Proactive Engagement: Start building connections before a need arises and nurture them consistently.Perceived Power of Procurement: Procurement's influence is often overestimated, especially when you're an incumbent supplier.Relationship Mapping: Create a "power map" of connections within your target organization to strengthen your approach.Holistic Strategies: Engage procurement as part of a comprehensive sales strategy, not as an obstacle to overcome.QUOTES TO REMEMBER"Don't let yourself become equal." — Jonathan Gardner"Procurement has way, way less power than they want you to think they do." — Jonathan Gardner"Be the octopus. Engage every tentacle of your relationship strategy." — Jonathan Gardner"Treat this as an 'and,' not an 'or.' Engage, engage, engage." — Jonathan Gardner"Avoid assuming. It's easy to think you're being ghosted, but they're probably just busy and rude." — Jonathan GardnerConnect with Jonathan GardnerJonathan's LinkedIn.Connect with Larry and DarrellDarrell Amy's LinkedInLarry Levine's LinkedInSelling from the Heart websiteADDITIONAL RESOURCES:Explore the secrets of heart-centered leadership and thriving workplace cultures with Culture from the Heart Podcast—nominate a visionary CEO at www.culturefromtheheart.com!Order Larry Levine's book, Selling in a Post-Trust World:Get it on Barnes & Noble and access exclusive content!SUBSCRIBE to our YOUTUBE CHANNEL!Stay updated with the latest episodes and leadership tips: Selling from the Heart YouTubeGet Your Daily Dose of Inspiration:Click Here for Your Daily Dose

Art of Procurement
757: Is Supplier Relationship Management the Key to Procurement's Success? W/ Oliver Jones

Art of Procurement

Play Episode Listen Later Dec 2, 2024 34:37


“If you want to be a customer of choice, it's not going to come down to the contract, it's going to come down to the relationship, even at the individual level.” - Oliver Jones, Director (Procurement) for H&Z Management Consultancy Procurement may be a highly tech-driven function – and growing ever more so by the day – but at its core, the quality of procurement's relationships with internal stakeholders and suppliers ultimately determine their success or failure for the business.  In this episode, Philip Ideson speaks with Oliver Jones, Director (Procurement) for H&Z Management Consultancy, about why the “relationship” part of supplier relationship management (SRM) is vital for procurement's ability to deliver value to the business. He also shares his perspective on how procurement can overcome some of the more common obstacles to creating strong relationships, but why, in the end, it's well worth the effort – for procurement, for suppliers, and for the business in general. They also discuss: How multiple metrics of procurement's success – like risk management, ESG, or value beyond savings – are all tied back to (and dependant on) supplier relationship management Why the ‘center-led' operating model is the optimal framework to enable successful supplier relationship management Best practices for dividing procurement's focus and prioritization among tier 1, tier 2, and tier 3 suppliers Links: Subscribe to This Week in Procurement Oliver Jones on LinkedIn

The CyberWire
Solution Spotlight: Simone Petrella talking with Lee Parrish, CISO of Newell Brands, about his book and security relationship management. [Special Edition]

The CyberWire

Play Episode Listen Later Nov 28, 2024 34:07


Please enjoy this encore episode: On this Solution Spotlight, guest Lee Parrish, author and CISO at Newell Brands, joins N2K President Simone Petrella to discuss his book "The Shortest Hour: An Applied Approach to Boardroom Governance of Cyber Security" and security relationship management. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Modern Crone
The Modern Crone: Season 6: Random Cool People I Know with Megha Singh

The Modern Crone

Play Episode Listen Later Nov 16, 2024 49:50


Random Cool People I Know with, Megha SinghJoin us as Megha shares her story from studies and early career in India, to becoming a seasoned coach and community builder in Singapore, her initiation into motherhood and how this evolved into working with female founders, her take on women, altruism and the money-mindset, how she manages to be so massively productive, her beautiful spirituality that blends origin practices with modern perspectives, and so much more!Megha Singh is a Business Growth Coach; Fractional Consultant in the areas of Marketing, Communication and Community Building; an Independent Board Director and a Professional Speaker. She has over 17 years of work experience across startups, SMEs and MNCs like Shell, Sephora, Meta, Publicis Group and Honeycombers.Through her company, Megha has worked in a variety of roles including Project Management, Community Management, Relationship Management, Marketing, Communication, PR, Events, Partnerships, Business Development, People Management and Pitch Training across industries including Lifestyle, Entrepreneurship Development, Education, Media, Energy, Impact & Art.Megha has also been building vibrant communities since 2015 including CRIB, Trehaus and Launchpad.She has a Master's degree in mass communication and loves the arts - word, visual and motion.  Mom to 2 boys, she is currently working on her first book. She is also a trustee on the board of Swayam Foundation, an Indian NGO that is creating learning and work opportunities for people in the country. You can contact Megha here:Website: https://www.b-inc.asia/Instagram: @bincbymeghaLinkedIn: https://www.linkedin.com/in/bincbymegha/Email: megha@b-inc.asia And if your spirit is stirred by these amazing conversations, don't forget to like, subscribe and leave a review - so more people can find their way to The Modern Crone. Thank you for tuning in!  The Modern Crone team -Theme music and season intro tracks:Sam Joole: www.samjoole.comCover design and photographyLuana Suciuhttps://www.instagram.com/luanasuciu/Luanasuciu@gmail.com Voice editing:Christopher Hales - Mask Music Studiosmaskmusicstudios@outlook.com

Speak by Design
44 | Understand Power Dynamics

Speak by Design

Play Episode Listen Later Nov 10, 2024 22:57


When you understand how power dynamics work, you can improve relationships around you immediately. This works at every level of the organization. Learn how to re-balance the power in one-on-one relationships. Maybe you need to give more power to your team members or take some power back. We will examine seven sources of power—from authority and expertise to charisma and knowledge of organizational goals—and learn how to assess and leverage them in your unique work relationships.We'll also explore common workplace politics and how to recognize when it's not just a feeling but a real barrier. With practical insights on handling exclusion, feeling set up to fail, or lacking visibility, you'll learn to shift your mindset and take action. Whether it's building your own authority or helping your leader feel more empowered, this episode offers tools to reclaim control and foster stronger, more balanced connections in your professional life.*****How you speak is how you lead. Want to study this with other leaders? Take a look at www.speakbydesign.com/join. That's our leadership communication program that includes private, group, and self-paced learning for every learning style. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Integrity Moments
Employee Relationship Management

Integrity Moments

Play Episode Listen Later Nov 4, 2024 1:00


My new friend, Gary Harpst, has developed a new tool that could prove to be just as important as our CRMs, called a Kingdom ERM for employee relationship management.  For task-oriented people, like myself, we desire to nurture our team, but without some form of reminders or prompts it easily gets forgotten. Gary's system is ... The post Employee Relationship Management appeared first on Unconventional Business Network.

Category Visionaries
Dan Rua, CEO of Admiral: $28 Million Raised to Build the Future of Visitor Relationship Management

Category Visionaries

Play Episode Listen Later Nov 4, 2024 23:53


Welcome to another episode of Category Visionaries — the show that explores GTM stories from tech's most innovative B2B founders. In today's episode, we're speaking with Dan Rua, CEO of Admiral, a visitor relationship management platform that has raised $28 Million in funding. Here are the most interesting points from our conversation: Creating a New Martech Category with Visitor Relationship Management (VRM): Dan shares Admiral's mission to help websites build visitor relationships amid the rise of privacy regulations and ad blockers, moving from ad-centric to relationship-centric digital experiences. Founding Admiral from a Key Industry Shift: After observing the challenges facing publishers due to ad blockers, GDPR, and data privacy regulations, Dan and his team launched Admiral to provide media publishers with a tool for direct, valuable visitor relationships. Insights from Early Adoption: Securing partnerships with major clients, such as PGA Tour, helped Admiral validate its VRM approach. Dan describes the importance of targeting early adopters who deeply understand the value of long-term audience relationships. Building Flexibility for Publishers: Recognizing the diverse needs of audiences, Admiral created a flexible, modular approach to VRM, allowing publishers to choose modules—such as adblock recovery or subscription paywalls—to best meet the needs of various user segments. Prioritizing a Land-and-Expand Sales Model: Inspired by HubSpot's modular growth strategy, Admiral focuses on starting with one pain point solution and then expanding into other VRM modules once trust is established with customers. Leveraging Analytics and AI for Automation: Dan explains that future development for Admiral centers on AI-driven automation to optimize visitor engagement, promising an “easy button” solution that intelligently manages visitor journeys to maximize value without complex manual intervention.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co    

Be More Than A Fiduciary
Rachel Duncan and James "JT" Thompson: Service Expectations and Culture

Be More Than A Fiduciary

Play Episode Listen Later Oct 16, 2024 41:17


About Rachel Duncan: Rachel is the Vice President of Relationship Management at Retirement Plan Services, overseeing the mid/large market client relationship team and ensuring a robust client experience for Lincoln Financial Group's top clients. With 23 years in the industry, she joined Lincoln Financial in 2001 after teaching 6th grade in Virginia. Rachel holds a bachelor's degree from Duquesne University, is FINRA Series 6 and 63 registered, and has several professional designations, including AIF®, CRPS®, and CRPC®. She is based in Argyle, Texas.About James Thompson: James is the Vice President and Head of Participant Engagement at Lincoln's Retirement Plan Services. He and his team work closely with plan sponsors and intermediaries to provide personalized service for financial wellness and top retirement outcomes. With over 20 years at Lincoln, James has held various roles, including Assistant Vice President Participant Engagement and Regional Vice President Institutional Retirement Distribution. James holds a bachelor's degree from Bellarmine University, where he played baseball. He is FINRA Series 7, 66, and 24 registered, and holds CRPC and CMFC designations. Based in Louisville, KY, James enjoys outdoor activities and is a dedicated Louisville Cardinals fan. He lives with his wife, seven children, and two grandchildren.In this episode, Eric, Rachel Duncan, and James "JT" Thompson discuss:Practicing exceptional serviceExecuting targeted interventionsThe optimal retirement education standardWhat are the key aspects of a successful 401(k) plan? Key Takeaways:Exceptional service involves responding promptly, taking ownership, and being proactive from the outset, in contrast to the prevailing poor service standards. Plan sponsors being engaged, open-minded, meeting regularly, and maintaining collaboration is key for successful client relationships and outcomes.Focus on identifying gaps in participation, deferral rates, and income replacement ratios across different employee demographics to drive overall success through targeted interventions.Optimal retirement education combines recordkeeper and advisor capabilities through coordinated efforts, leveraging recordkeepers' dedicated consultants with significant expertise solely focused on retirement planning.Key aspects of a successful 401(k)/403(b)/457(b) plan include a strong corporate culture, monthly meetings, well-defined success metrics, engaged retirement consultants providing education, and a reputation for excellent service.“Nobody's perfect, but when you make a mistake, are we holding ourselves accountable? Are we owning that mistake and fixing it with urgency and making sure that we do right by our clients?” - James "JT" ThompsonConnect with Rachel Duncan:LinkedIn: https://www.linkedin.com/in/rachel-duncan-aif-crpc-crps-63217251/ Connect with James "JT" Thompson:LinkedIn: https://www.linkedin.com/in/james-thompson-789a3517/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Real Estate Excellence
Deanna Foerman: Finance, Teacher to Successful Real Estate Agent

Real Estate Excellence

Play Episode Listen Later Oct 11, 2024 72:44


What truly drives success in real estate? In this engaging episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes Deanna attended the University of North Florida where she earned her Bachelor's Degree in Business Administration majoring in Business Marketing and Management. With this focus, she worked in the financial industry for nearly twenty years where her primary responsibilities were Relationship Management and Fund Reconciliation with various mutual fund companies. Each of these roles required extreme attention to detail and excellent communication skills which have served her well in her real estate career. Deanna is focused on providing stellar customer service and makes it a point to understand her customers and their goals so that she can help them to achieve those goals with ease. She prides herself in the relationships that she builds with her customers which is evidenced through the exemplary customer reviews that she has received from customers who recognize her dedication to them. She specializes in residential sales in Northeast Florida with a primary focus in Clay, St. Johns, and Duval counties. Deanna underscores the critical role of building strong client relationships and engaging with the community, alongside endorsing the importance of selecting the right brokerage and constant professional development. Additionally, the discussion sheds light on the power of structured training sessions, highlighting the need for organized agendas and offering practical learning opportunities as crucial elements in professional growth. Tune in as Deanna Foerman encourages listeners to rethink their approach to real estate by integrating personalized interactions and impactful training into their practices!           Highlights 00:00 - 03:09 Deanna Foerman: Finance, Teacher to Successful Real Estate Agent ·        We welcome Deanna Foreman to the show! ·        Deanna has successfully integrated her skills to excel in real estate, consistently selling over a million dollars monthly. ·        Diverse experiences contribute to success in real estate. ·        Sponsor, Remi Graphics. 03:09 - 09:56 The Role of Real Estate Agents in the Community ·        Recognizing the efforts of pilots, including former Navial aviators and Delta pilots, who used their planes to provide emergency supplies like diapers and formula to areas affected by a recent hurricane. ·        How community and individual efforts can make a tangible impact. ·        Real estate agents as community influencers. ·        Their role not only in housing but in contributing to local services and information networks. ·        Setting up referral networks for various local services, providing valuable community connections. ·        Being a proactive, giver mentality in both real estate and community efforts, expecting nothing in return but potential reciprocal kindness. 09:56 - 17:50 Balancing Teaching and Real Estate ·        Deanna discusses her journey growing up in Orange Park. ·        Her role as a relationship manager, dealing with client funds, and how it prepared her for a career in real estate. ·        Transitioning into teaching, motivated by a desire for a change in pace and a closer commute. ·        Deanna became an elementary school teacher, allowing her to spend more time with her family. Reflecting on her experiences. ·        How her time in both finance and education has influenced her current role in real estate, emphasizing the importance of building relationships. 17:50 - 22:01 Choosing the Right Brokerage ·        Deanna was initially hesitant to enter a commission-based field, encouragement from others prompted them to finally consider real estate. ·        How she became a five-million-dollar producer while still teaching, leveraging their existing network for support. ·        Managing the challenges of balancing both professions by effectively managing their time and never revealing to clients that they were teaching concurrently. ·        Ensuring clients received full-time service and demonstrated their confidence and growth in real estate, with plans to discuss their first brokerage choice next. 22:02 - 36:30 The Importance of Real Estate Agents in the Community ·        Deanna talks about being part-time real estate agent who emphasizes the significance of selecting the right brokerage by exploring team dynamics and office culture. ·        Initially starting with a team, how the culture provided a sense of belonging and support, akin to family. ·        The role of managers and agents in fostering a positive environment. ·        The value of personal relationships in business success, and the risks faced by agents in virtual settings. ·        Maintaining personal connections with clients, which promotes trust and referrals, and shares practical strategies like personalized communications and monitoring social media for engagement. ·        The evolving dynamics in the real estate market, urging agents to remain adaptable and prioritizing negotiations with empathy as client needs and market conditions fluctuate. 39:10 - 44:28 Breaking Through Barriers with Support ·        The significance of real estate agents in fostering relationships and building trust with clients, likening their role to that of a guide. ·        How agents guide their clients through the stressful and significant process of buying a home, often forming lasting bonds. ·        The importance of a supportive work environment and brokerage culture. ·        How it can aid agents in overcoming challenges and achieving success. ·        Real estate transactions are often the largest in a client's life. ·        The responsibility and impact agents have in facilitating these experiences. 44:28 - 58:58 The Value of Mentorship and Accountability ·        The significance of training, education, and mentorship in achieving success in the real estate industry. ·        Having a supportive atmosphere, such as transaction coordination and a marketing department, which allows agents to focus on client relationships without getting bogged down in operational tasks. ·        The 'Ninja Selling' approach is emphasized for building long-term client relationships through personal interactions like coffee meetings and lunches. ·        The role of accountability groups in maintaining goals and commitments, stressing the need for self-discipline and the influence of mentors, both formal and informal, within the industry. Treating all clients with equal respect, irrespective of their financial standing, as a strategy for building a strong reputation and lasting business relationships. 58:58 – 01:12:29 Keys to Success in Real Estate and Final Thoughts ·        The essential elements leading to success in the real estate industry. ·        Three primary components: o   The desire to continually learn, o   Active involvement in industry-related activities, and o   The importance of fostering strong relationships with clients. ·        The necessity of finding a brokerage that aligns with the agent's needs, particularly with robust training programs. ·        The value of participating in real-world training rather than relying solely on virtual methods is also discussed. ·        The necessity of community involvement and making personal connections as a part of the business strategy, referring to practices such as hosting regular social events.   Quotes: “Find one that is really a good fit because if the fit's not there, nothing else is going to come naturally.” – Deanna Foerman “In real estate, you're dealing with what is usually people's most valuable asset. you're dealing with their money, you better be spot on and be able to account for everything.” – Deanna Foerman “I always tell people that I'm working with, I don't want you to worry unless I worry and if I'm worried, then you can worry.” – Deanna Foerman To contact Deanna Foerman, learn more about her business, and make her a part of your network, make sure to follow her on Instagram and Facebook.   Instagram: https://www.instagram.com/thefoermanteam/ Facebook: https://m.facebook.com/thefoermanteam/   If you want to build your business and become more discoverable online, Streamlined Media has you covered. Check out how they can help you build an evergreen revenue generator all powered by content creation! SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.

Chrisman Commentary - Daily Mortgage News
10.8.24 No Landing Scenario; Usherpa's Chris Harrington on Relationship Management; Looking Ahead to Inflation

Chrisman Commentary - Daily Mortgage News

Play Episode Listen Later Oct 8, 2024 20:23 Transcription Available


Thanks to today's podcast sponsor, LoanCare. LoanCare has successfully navigated clients and homeowners through market change for 40 years. The mortgage subservicer is known for delivering superior customer experience through personalization and convenience. Its award-winning portfolio management tool, LoanCare Analytics™, supports MSR investors with a focus on customer engagement, liquidity, and credit risk. LoanCare is part of Fidelity National Financial, a Fortune 500 company and leading provider of services to real estate and mortgage industries.

Auto Supply Chain Prophets
Supplier Relationship Management: Driving Success in Modern Supply Chains

Auto Supply Chain Prophets

Play Episode Listen Later Oct 7, 2024 23:33 Transcription Available


At the heart of The Prophets' vision are “The 24 Essential Supply Chain Processes.” What are they? Find out, and see the future yourself. Click here In this episode of the Auto Supply Chain Prophets podcast, hosts Terry Onica and Jan Griffiths explore one of the industry's most overlooked but critical aspects: Supplier Relationship Management (SRM).The discussion starts with reflections on Stellantis' layoffs, which got Jan thinking about how OEMs and the UAW still approach negotiations in a transactional way. The same old "tit-for-tat" mindset from her days in the supply chain continues, but the real question is, how can we move beyond this?Fresh off a trip to Belgium, Terry brings practical insights from a recent conference where she discussed the importance of internal collaboration. With so many moving parts—purchasing, quality, materials management, plant operations—the challenge is how to break down silos and get everyone aligned. The solution? SRM technology. With today's SRM tools, companies can finally achieve a "single version of the truth," enabling real-time data access and more reliable performance metrics.The recent disruptions have pushed risk management and ESG into the spotlight, highlighting the need for compliance. It's no longer a matter of "should we do this?" but "we absolutely must." Jan and Terry point out that for leaders listening, now is the time to commit to compliance. This is especially true as regulations increase and controls become tighter, making it mandatory to establish effective systems for managing suppliers.What shines through this episode is Terry's unwavering optimism. Despite being in the trenches of the auto supply chain for years, she stays passionate and hopeful because, as she explains, she's seen it work. She talks about her work with problematic suppliers and how walking them through the steps of MMOG/LE transformed their businesses. Even industries outside of automotive, like medical, have reaped the benefits of implementing these best practices.Join us for a thought-provoking episode that urges listeners to rethink supplier management and highlights the importance of leadership, collaboration, and a unified approach to data.Themes discussed in this episode:The need for the automotive supply chain to move from transactional to collaborative relationshipsThe role of Supplier Relationship Management (SRM) tools in fostering data transparency and shared accountability among stakeholdersHow leadership commitment is essential for driving supply chain transformation and addressing resource constraintsThe increasing demand for rigorous data accuracy and compliance in today's complex supply chain environmentThe potential of technology to revolutionize supply chain processes and improve overall efficiencyWhy regular evaluations of supplier performance are necessary to encourage accountability and sustained successHow implementing best practices from frameworks like MMOG/LE can significantly improve supplier collaboration and overall performanceFeatured on this episode: Name: Terry OnicaTitle: Director, Automotive at QADAbout: For two decades, Terry has been the automotive vertical director of this provider of manufacturing Enterprise Resource Planning software and supply chain solutions. Her career began in the supply chain in the late 1980s when she led a team to implement Electronic Data Interchange for all the Ford assembly and component plants.Connect:

Blair Technique Podcast
Advanced Clinical & Relationship Management with Dr. Joey Miles

Blair Technique Podcast

Play Episode Listen Later Oct 1, 2024 66:03


On this episode, Dr. Joey Miles shares his journey into chiropractic and upper cervical care, highlighting the importance of personal experiences and curiosity. He discusses the evolution of the upper cervical community and the collaborative nature of the field. Dr. Miles emphasizes the significance of being outcome-driven and utilizing a comprehensive set of assessments to track patient progress. He also emphasizes the value of ongoing evaluation and the importance of incorporating multiple data points to provide a holistic approach to care. In this conversation, Dr. John Stenberg and Dr. Joey Miles discuss the importance of developing proficiency in chiropractic techniques before adding new variables. They emphasize the need for ongoing learning and development, caution against complacency, and stress the value of reevaluations and exams. They also discuss the importance of setting reasonable timelines for care plans and the role of patient compliance in achieving positive outcomes. They highlight the need for critical thinking and thoughtful contemplation in patient care and the importance of empowering patients to make informed decisions about their health. Check out Healthy Living Spinal Care on their website here Takeaways Personal experiences and curiosity play a significant role in the journey into chiropractic and upper cervical care. The upper cervical community has evolved over time, with a shift towards collaboration and a focus on progress and improvement. Being outcome-driven and utilizing a comprehensive set of assessments allows for a holistic approach to patient care. Ongoing evaluation and tracking of patient progress are essential for providing effective and individualized care. Develop proficiency in chiropractic techniques before adding new variables Continuously learn and ask questions to avoid complacency Regular reevaluations and exams are important for tracking progress Set reasonable timelines for care plans based on individual needs Patient compliance plays a crucial role in achieving positive outcomes Critical thinking and thoughtful contemplation are essential in patient care Empower patients to make informed decisions about their health Thanks for tuning in!

World Economic Forum
What role do investors have in ensuring AI is safe?

World Economic Forum

Play Episode Listen Later Sep 12, 2024 29:10


As investors pour money into companies developing or deploying artificial intelligence, what are the steps they should be taking to ensure that AI is safe and responsible? The Responsible AI Playbook for Investors published by the World Economic Forum and pension fund CPP Investments, sets out real-world examples of how investors can - and must - use their position to promote responsible AI. Guest: , Managing Director, Head of Strategy Execution & Relationship Management, CPP Investments Links: Responsible AI Playbook for Investors: Related podcasts: Check out all our podcasts on : - - : - : - : Join the :

Under the Fig Tree
Relationship Management

Under the Fig Tree

Play Episode Listen Later Sep 10, 2024 69:36


Troy and Bruce discuss the importance of relationships and how they should be managed.

H.O.T. Takes with B.O.S.S.
H.O.T. Takes with BOSS and Coach H. Qawi Austin - Relationship Management

H.O.T. Takes with B.O.S.S.

Play Episode Listen Later Sep 9, 2024 33:49


In this insightful episode with Coach Q, we dive into the intricate world of relationship management in the workplace. Whether you're leading a team, collaborating cross-functionally, or building long-term partnerships, strong relationships are key to success. Coach Q shares valuable strategies for fostering trust, maintaining clear communication, and resolving conflicts effectively. We'll explore the importance of emotional intelligence, active listening, and how to navigate difficult conversations to ensure relationships thrive in even the most challenging environments. Tune in for practical tips and real-world examples on how to build and sustain positive, productive professional relationships. Perfect for leaders, managers, and anyone looking to enhance their interpersonal skills at work!

Shared Accounts with CU Times
PSECU's Adam Stewart's View of Digital & Human Interactions

Shared Accounts with CU Times

Play Episode Listen Later Aug 29, 2024 46:43


VP of Strategic Growth Marketing and Relationship Management at PSECU Adam Stewart shares solid digital strategy and investment ideas CUs should consider.  And Michael holds an infant and feels the effects of baby fever, symptoms include listening to Amy Grant and Peter Frampton songs and temporary feelings of slight euphoria.

Marketecture: Get Smart. Fast.
Admiral is using a $19 million raise to grow its Visitor Relationship Management

Marketecture: Get Smart. Fast.

Play Episode Listen Later Aug 26, 2024 24:37


Admiral, which just raised $19 million in funding, focuses on helping publishers recover revenue lost to ad blockers and other privacy-related disruptions. The company offers a comprehensive Visitor Relationship Management (VRM) platform that includes multiple modules such as ad block recovery, subscription management, email capture, and privacy consent management. These modules help publishers build relationships with their visitors by addressing challenges like ad blocking, enhancing subscription models, and capturing first-party data. Admiral's system is designed to optimize visitor journeys, offering solutions that integrate seamlessly with existing systems while allowing publishers to manage everything from ad recovery to subscriptions through a single, streamlined platform.For more in-depth discussion of these topics and links to the news we discuss, subscribe to the Marketecture newsletter at https://news.marketecture.tvCopyright (C) 2024 Marketecture Media, Inc.

The CyberWire
Solution Spotlight: Simone Petrella talking with Lee Parrish, CISO of Newell Brands, about his book and security relationship management. [Special Edition]

The CyberWire

Play Episode Listen Later Aug 13, 2024 34:07


On this Solution Spotlight, guest Lee Parrish, author and CISO at Newell Brands, joins N2K President Simone Petrella to discuss his book "The Shortest Hour: An Applied Approach to Boardroom Governance of Cyber Security" and security relationship management. Learn more about your ad choices. Visit megaphone.fm/adchoices

School Business Insider
Finding Your True Calling in School Business

School Business Insider

Play Episode Listen Later Aug 13, 2024 55:10


In this episode of School Business Insider, we explore a story of perseverance, resilience, and career evolution with Brady Brucato, Coordinator of Sales & Relationship Management at PMA Financial Network, LLC. Brady shares her remarkable journey through the world of school business, from starting as a state aid planner at Questar III BOCES to her roles at ASBO New York, Forecast5, and Frontline Education. Despite facing significant challenges securing a school business official position in the competitive Westchester County, New York area, Brady remained positive and vigilant. She ultimately decided that being a school business official might not be her true calling and successfully transitioned to the private sector. In her current role, she continues to make a significant impact working with school districts across the country. Brady's story is an inspiring example of how to stay resilient and open to new opportunities when faced with career setbacks.Contact School Business Insider: Check us out on social media: LinkedIn Twitter (X) Website: https://asbointl.org/SBI Email: podcast@asbointl.org Make sure to like, subscribe and share for more great insider episodes!Disclaimer:The views, thoughts, and opinions expressed are the speaker's own and do not represent the views, thoughts, and opinions of the Association of School Business Officials International. The material and information presented here is for general information purposes only. The "ASBO International" name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. The presence of any advertising does not endorse, or imply endorsement of, any products or services by ASBO International.ASBO International is a 501(c)3 nonprofit, nonpartisan organization and does not participate or intervene in any political campaign on behalf of, or in opposition to, any candidate for elective public office. The sharing of news or information concerning public policy issues or political campaigns and candidates are not, and should not be construed as, endorsements by ASBO Internatio...

Cloud 9 Podcast
How Folk CRM Revolutionizes SMB Relationship Management

Cloud 9 Podcast

Play Episode Listen Later Aug 13, 2024 14:13


In episode #136 of the Transform Sales Podcast: Sales Software Review, Jalen Nelson interviews Simo Lemhandez, co-founder of Folk CRM, an all-in-one CRM solution designed for SMEs. Simo explains how Folk CRM simplifies relationship management by combining the ease of spreadsheets with the power of a fully integrated CRM system. The discussion covers the software's capabilities, ideal customer profile, pricing structure, and key integrations. A demo showcases its features, including seamless data synchronization, customizable pipelines, and AI-driven insights. The episode aims to educate listeners on optimizing relationship management for SMEs, enhancing productivity, and centralizing data with a user-friendly CRM. Try Folk CRM here: https://getcloudtask.com/folk #TransformSales #leadgenerationcompanies #cloudtask 

The Church Planting Podcast with Greg Nettle
Ep. 104 - Personalizing and Systematizing Care Strategies (with Andrea Wells)

The Church Planting Podcast with Greg Nettle

Play Episode Listen Later Aug 7, 2024 28:17


This episode of "The Church Planting Podcast," hosted by Greg Nettle, president of Stadia Church Planting, features Andrea Wells. Andrea discusses the importance of developing personalized and systematic care strategies for team members, investors, and partners within church planting initiatives. Highlights include her recent trek in Olympic National Park to raise funds for new churches and detailed strategies for personalizing care in organizational settings.  Connect with Greg, Andrea, and Stadia at https://stadia.org [00:00:23] Introduction of Andrea Wells and her role at Stadia [00:00:48] The importance of care in organizational contexts [00:01:10] Discussion on personal and professional background of Andrea [00:01:40] Andrea's trekking experience for church funding [00:02:29] Deep dive into the philosophy and methods of caring [00:06:06] Andrea's strategy for developing a care system [00:08:03] Use of Asana and Google Forms for managing care tasks [00:11:34] Budget considerations for implementing a care plan [00:14:39] Non-material ways of showing care [00:17:29] Practical examples of caring through personal gestures [00:19:56] Team collaboration and the integration of personal strengths in care systems [00:21:31] Discussion on bereavement and personal experiences of support [00:26:30] Andrea's current readings and recommendations on relevant literature [00:27:56] Conclusion and thanks to Andrea Wells

MTR Podcasts
The Truth In This Art with Multidisciplinary Artist Mary Graham

MTR Podcasts

Play Episode Listen Later Aug 6, 2024 44:57 Transcription Available


Mary Graham captivated audiences as a multidisciplinary artist exploring race, identity, and community. In her interview with Rob Lee on "The Truth In This Art" podcast, she discussed her artistic journey, influenced by her family's creative background and a focus on ancestral narratives. Her "Value Test" series addresses racism, colorism, and sexism, emphasizing research in her creative process. Mary's dedication to sparking conversations and fostering understanding through art is evident, underscoring the importance of historical narratives for future harmony. This program is supported in part by a grant from the Robert W. Deutsch Foundation.If you have a story about art, culture, or community in Baltimore, share it with us at rob@thetruthinthisart.com for a chance to be featured on "The Truth In This Art" podcast. This is a unique opportunity to contribute to the arts and culture podcast scene and showcase your insights on "The Truth In This Art" with Rob Lee.Follow The Truth In This Art on Twitter, Threads, IG, and Facebook @truthinthisart Original music by Daniel Alexis Music with additional music from Chipzard.Episode illustration by Alley Kid Art.About "The Truth In This Art"Hosted by Rob Lee, "The Truth In This Art" podcast dives into the heart of creativity and its influence on the community. This arts and culture podcast from Baltimore highlights artists discussing their ideas, sharing insights, and telling impactful stories. Through these artist interviews, listeners gain a deeper understanding of the creative economy and artistic life in Baltimore. Support the show:Merch from Redbubble | Make a Donation  ★ Support this podcast ★

World of Marketing
Episode 237: Developing Well-Rounded Leadership Skills With Natalie and Gordon Loeb

World of Marketing

Play Episode Listen Later Aug 2, 2024 53:17


Natalie and Gordon Loeb are a power couple. Natalie is the Founder, Co-CEO, and a Leadership Coach at Loeb Leadership, while Gordon is President. Loeb Leadership is a preeminent leadership coaching and development company based in the United States with over 100 consultants across the U.S. and Europe. Natalie is an entrepreneur and a female business leader who brings over 30 years of experience in talent development, coaching, and training. She is recognized as a thought leader and innovator within the legal profession and other industries. Gordon is a trusted advisor to business and law firm leaders. As the President of Loeb Leadership, Gordon's responsibilities include business development, marketing, financials, and client and consultant relations. Gordon helped grow Loeb from a single independent consultancy to a thriving company engaged in training and development, executive coaching, public workshops, organizational development and design, and student leadership development programs. Here's a Glimpse of What You'll Learn 0:00 Introduction 2:47 How the Loebs Got Started 5:49 How Natalie Got Started 9:31 Following Your Passion 14:00 How Gordon Got Started 17:57 Loeb Leadership's Perfect Client 20:48 What They Don't Teach in Law School 22:42 Attracting New Clients 27:12 Coaching Process Walkthrough 32:13 Lawyer Coaching & Law Firm Coaching 36:07 Other Aspects of Coaching 37:50 Loeb Leadership's Lawyer Clients 39:23 Succession Planning 41:53 Keeping Great Coaches 44:29 Coaching D.N.A. 46:02 What's Unique About Working With Lawyers 47:35 Working With Loeb Leadership 51:24 Wrapping Up Loeb Leadership seeks to build competence within their clients' companies, not dependence on their coaching. Client success is a Loeb Leadership passion and each coach there takes pride in the results they deliver. Loeb Leadership strives to attract highly qualified coaches, facilitators and consultants across the United States and Europe–most of their team members have held executive positions and have direct experience in the very issues they help their clients solve. The company cares strongly about matching team members to clients to ensure the best fit. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Natalie Loeb of Loeb Leadership- Gordon Loeb of Loeb Leadership This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.

MTR Podcasts
The Truth In This Art with CEO of Baltimore Office for Promotion & The Arts Rachel D. Graham

MTR Podcasts

Play Episode Listen Later Aug 1, 2024 54:36 Transcription Available


Rachel D. Graham made headlines as the CEO of the Baltimore Office for Promotion and The Arts. In her interview with Rob Lee on "The Truth In This Art" podcast, she discussed her journey in the arts, promoting Baltimore's unique culture, and her vision for Artscape 2024. Her initiative focuses on expanding the festival into more neighborhoods, emphasizing community engagement and equitable access to the arts. Rachel's passion for inclusivity and economic growth is driving excitement for the upcoming Artscape.  This program is supported in part by a grant from the Robert W. Deutsch Foundation.If you have a story about art, culture, or community in Baltimore, share it with us at rob@thetruthinthisart.com for a chance to be featured on "The Truth In This Art" podcast. This is a unique opportunity to contribute to the arts and culture podcast scene and showcase your insights on "The Truth In This Art" with Rob Lee.Follow The Truth In This Art on Twitter, Threads, IG, and Facebook @truthinthisart Original music by Daniel Alexis Music with additional music from Chipzard.Episode illustration by Alley Kid Art.About "The Truth In This Art"Hosted by Rob Lee, "The Truth In This Art" podcast dives into the heart of creativity and its influence on the community. This arts and culture podcast from Baltimore highlights artists discussing their ideas, sharing insights, and telling impactful stories. Through these artist interviews, listeners gain a deeper understanding of the creative economy and artistic life in Baltimore. Support the show:Merch from Redbubble | Make a Donation  ★ Support this podcast ★

Entrepreneurs United
EP 204 The Power of Influence Your Guide to Relationship Management w/ Brad Englert

Entrepreneurs United

Play Episode Listen Later Jul 29, 2024 37:43


Brad Englert (Amazon Bestselling Author. Advisor. Technologist at Brad Englert Advisory) joins us to share Three fundamental principles for nurturing both internal and external business relationships: understanding goals and aspirations, setting and managing expectations, and genuinely caring about others' success. Through personal anecdotes and practical advice, Brad reveals how to build symbiotic relationships that transcend all levels of influence, whether it's with your closest colleagues or strategic vendor partners. 

The Accidental Trainer
Repair Disconnected Workplace Relationships with Lola Gershfeld

The Accidental Trainer

Play Episode Listen Later Jul 17, 2024 54:15


Learn how to break up emotional disconnection and repair workplace relationships with organizational psychologist Lola Gershfeld, founder of EMC Leaders. Discover the evergreen importance of emotional intelligence, how to disrupt negative relationship patterns, and practical steps to build stronger connections within your team. We delve into building emotional connection training and explore metrics to measure its effectiveness. Resources: Linkedin: https://www.linkedin.com/in/lolagershfeld EmC Leaders: https://emcleaders.com/ TD Magazine article : https://www.td.org/magazines/td-magazine/together-everyone-achieves-more Emotional Connection Book: https://emcleaders.com/emotional-connection-book 

The Options Insider Radio Network
2024 Options Industry Conference: Exploring Global Opportunities: Understanding the Dynamics of International Options Markets

The Options Insider Radio Network

Play Episode Listen Later Jul 4, 2024 48:44


Dive into an insightful exploration of the distinctions between the US and European options markets in this engaging session. Delve into the repercussions and investment prospects stemming from the escalating trading activity flowing from Europe to the US. Uncover the driving forces behind the burgeoning retail sector in Europe and gain valuable forsight into forthcoming market trends. Moderator: David Cross, Co-Head of Options, DASH Financial Technologies Panelists: Lauren Arbid, Director, US Head of Relationship Management, ABN AMRO Clearing USA LLC Mathieu Boivin-Carrier, Director, All Options USA James Putra, Vice President and Head of Product Strategy, TradeStation Dr. Randolf Roth, Member of the Executive Boards, Eurex

Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World
1131: Rainmakers: Relationship Management, CRM, and AI to Transform Legal Business Development with Sales Expert Shavon Jones

Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World

Play Episode Listen Later Jul 3, 2024 31:15


For lawyers, entrepreneurs, and business professionals, building meaningful connections is critical for success. Especially in law, where trust and reputation are crucial, good relationship management can differentiate a successful practice from a failing one. So, the question is, how can lawyers, who are known for their analytical thinking and busy schedules, improve in this important skill? Introducing Shavon Jones, an award-winning attorney with extensive experience in business development. Shavon specializes in relationship management, CRM, and AI integration. Shavon will talk about forming, nurturing, and deploying business relationships effectively. She will also discuss the importance of leveraging technology and AI to stay ahead in the legal profession. Stay tuned! Resources Sales for Lawyers' Website Shavon Jones on LinkedIn 52 Sales Tips & How to Use Them by Shavon Jones on Amazon

Think Fast, Talk Smart: Communication Techniques.
136. The Art of Disagreeing Without Conflict: Navigating the Nuance

Think Fast, Talk Smart: Communication Techniques.

Play Episode Listen Later Apr 2, 2024 23:49


Disagreement and conflict may look the same on the surface, but the two concepts are, in fact, very different. According to Julia Minson, knowing how these notions differ is crucial to how you approach them. In this episode of Think Fast Talk Smart, Minson and strategic communication lecturer Matt Abrahams delve into the intricacies of conflict and disagreement. Minson, an associate professor of public policy at the Harvard Kennedy School and Stanford University alumna, also shares her expertise on decision-making and conflict negotiation. Minson emphasizes the need for genuine curiosity and receptiveness in communication to foster productive dialogue.Think Fast, Talk Smart is a podcast produced by Stanford Graduate School of Business. Each episode provides concrete, easy-to-implement tools and techniques to help you hone and enhance your communication skills.Episode Reference Links:Julia Minson: WebsiteUnderestimating Counterparts' Learning Goals Impairs Conflictual Conversations (Julia's study about people's goals when talking to those they disagree with)To have better disagreements, change your words (Article by Julia about HEAR)Ep.30 - Dissolve Disagreements: How Communication Impacts Conflict: Website / YouTube Ep.72 - Quick Thinks: Talk it Out - How to Successfully Negotiate and Resolve Conflict: Website / YouTubeConnect:Email Questions & Feedback >>> thinkfast@stanford.eduEpisode Transcripts >>> Think Fast Talk Smart WebsiteNewsletter Signup + English Language Learning >>> FasterSmarter.ioThink Fast Talk Smart >>> LinkedIn Page, Instagram, YouTubeMatt Abrahams >>> LinkedInStanford GSB >>> LinkedIn & TwitterChapters:(00:00:00) IntroductionMatt introduces guest Julia Minson, who is an expert in decision-making, conflict negotiation, and the psychology of disagreement.(00:00:54) Journey into Conflict and Disagreement ResearchJulia gives insight into her background and what led her to research disagreement and conflict.(00:01:55) Distinguishing Between Disagreement and ConflictThe difference between disagreement and conflict, and why understanding this distinction is crucial for effective communication.(00:04:12) Strategies for Disagreeing BetterPractical advice on how to disagree constructively without escalating to conflict, focusing on expressing and acting with curiosity.(00:07:05) Demonstrating Curiosity and Conversational ReceptivenessTactics for showing curiosity and conversational receptiveness, including using the HEAR acronym to maintain constructive dialogues.(00:14:38) Managing ConflictManaging and navigating conflict, emphasizing emotional readiness and the importance of choosing battles wisely.(00:18:25) The Final Three QuestionsJulia shares personal experiences with conflict and disagreement, a communicator she admires, and her recipe for successful communication.(00:22:48) ConclusionSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Overwhelmed Brain
Can challenges and conflicts lead to happiness?

The Overwhelmed Brain

Play Episode Listen Later Feb 11, 2024 51:57


Why is it so hard to strike a balance between our own happiness and the happiness of those we care about? In today's episode, I tackle the challenges of relational conflict and the importance of acknowledging when we're not okay. We face tough moments in life. And it takes courage to assert our dignity. Sometimes, standing up for yourself is the most respectful thing you can do—for you and your loved ones. Let's explore the fine line between pleasing others and recognizing that you might be inadvertently contributing to your own unhappiness. Sometimes that means facing what you fear head on.