Podcasts about ROI

Book Your Spot To Join The 2-Day, Interactive Scaling Workshop In Las Vegas: https://www.acquisition.com/o-vegas Adding friction to a sales funnel filters out unqualified leads, but it won't solve the growth problem. In this Q&A, Alex Hormozi helps two business owners attract high-quality leads and boost ROI without increasing unqualified traffic. Using targeted ads, smart content strategies, and high-value lead magnets will drive the right traffic and increase conversion rates significantly.In this episode00:00 When traffic isn't the problem, but acquisition04:11 Crafting content that drives higher quality leads05:56 How to utilize Meta and YouTube ads to increase traffic09:11 Achieving a higher ROI with LinkedIn and cold email strategies13:08 Creating high-value lead magnets to better qualify leads14:45 Using the calculator close strategy to boost conversionsMore Value:Download your free personalized $100M scaling roadmap in under 30 seconds: https://www.acquisition.com/roadmap?el=yt-alex-486r&htrafficsource=youtube Discover The Easiest Business I Can Help You Start (Free Trial): https://www.skool.com/hormozi Get the $100M Book Bundle: https://shop.acquisition.com/pages/100m-book-bundle Take the $100M Lead Generation Course: https://www.acquisition.com/training/leads?hsLang=en Learn How to Make Offers People Cannot Refuse: https://www.acquisition.com/training/offers?hsLang=en Follow Alex Hormozi's Socials:⁠⁠LinkedIn ⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠YouTube ⁠⁠ | ⁠⁠Twitter⁠⁠ | ⁠⁠Acquisition ⁠

After listening to this podcast and watching the success of others in our community for FOUR LONG years, this student finally took action and jumped into our coaching program.   "I've never seen a community like this one - I knew I had to get in on this."   What happened next? He's built an incredible business and he's got loads of momentum as you'll hear including an 85% ROI overall on his inventory!   Enjoy this latest ProvenAmazonCourse.com / coaching success story!   We also spend time addressing questions such as "What's the future of this business model?" Hint: The facts, data and evidence point to a VERY bright future for Amazon sellers!   Check out our sponsor: SilentJim.com/2d - Try 2D Workflow for free and see how much you could save every time you send in an FBA shipment to Amazon!   Watch this episode on our YouTube channel here: https://youtu.be/C7mVEcVl0N4   Show note LINKS:  3pmercury.com/friends - The best pricing on 3pMercury software!   ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of latest cutting edge training including of course the most popular starting point, the REPLENS selling model. The PAC is updated free for life!   SilentJim.com/kickstart - If you want a shortcut to learning all you need to get started, then get the Proven Amazon Course and go through Kickstart.   TheProvenConference.com - Learn more about our upcoming August 2026 event! The longest running annual event for Amazon sellers in the world!   SilentSalesMachine.com - Text the word "free" to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online (US only) or visit SilentJim.com/free11   SilentJim.com/bookacall - Schedule a FREE, customized and insightful consultation with my team or me (Jim) to discuss your e-commerce goals and options.   My Silent Team Facebook group. 100% FREE! Facebook.com/groups/mysilentteam - Join 83,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world!        

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  If you've ever run out of your best-selling products faster than you can restock them, wondered what ROI you should actually be targeting, or watched your buy box disappear and immediately reached for the repricer - this episode is for you.   Brian and Robin unpack one of the most misunderstood realities in Amazon selling: three questions that look completely different on the surface are actually the same question wearing different masks. And the answer to all three is almost always the same word. Price.   In this episode you'll learn: Why running out of stock is a pricing problem, not a sourcing problem What ROI floor you should be targeting, and why it connects directly to your velocity What actually causes a buy box to disappear (hint: it's not your price) Why panic pricing hands your profit directly to the seller who held their number How to read a suppressed buy box for what it actually is - a delivery signal, not a pricing signal    Brian drops the line that ties it all together: "Price is the lever. It controls your velocity, your ROI, your exposure to panic, and whether you hold or fold when the buy box disappears."   And they close with a Warren Buffett quote that hits differently when you're watching your repricer make decisions it doesn't have the information to make.   This one is worth a second listen.   Special guest at the conclusion of today's show, Jeff Schick of JeffSchick.com answers the question: "What is the inform act and how scary is it? (HINT: It's not scary)" Use coupon code "MISTAKE" to get your first month of services for only $1 with Jeff and his team!   Watch this episode on our YouTube channel here: https://youtu.be/WelNodAdn70   Show NOTES:  ProvenAmazonCourse.com - The comprehensive course that contains ALL our Amazon training modules, recorded events and a steady stream of latest cutting edge training including of course the most popular starting point, the REPLENS selling model. The PAC is updated free for life!   SilentJim.com/kickstart - If you want a shortcut to learning all you need to get started, then get the Proven Amazon Course and go through Kickstart.   TheProvenConference.com - Learn more about our upcoming August 2026 event! The longest running annual event for Amazon sellers in the world!   SilentSalesMachine.com - Text the word "free" to 507-800-0090 to get a free copy of Jim's latest book in audio about building multiple income streams online (US only) or visit SilentJim.com/free11   SilentJim.com/bookacall - Schedule a FREE, customized and insightful consultation with my team or me (Jim) to discuss your e-commerce goals and options.   My Silent Team Facebook group. 100% FREE! Facebook.com/groups/mysilentteam - Join 83,000 + Facebook members from around the world who are using the internet creatively every day to launch and grow multiple income streams through our exciting PROVEN strategies! There's no support community like this one anywhere else in the world!   3pmercury.com/friends - The best pricing on 3pMercury software!    

Re-releasing a DAT listener favorite! Chris Sands and Brent Saunier are on the podcast to talk about the hottest topics in the dental accounting world. Founding partners of Pro-Fi 20/20, these dental CPAs chat with Kiera about how to reduce overhead and expand the number of patients coming in, expense metrics from the hundreds of offices Pro-Fi works with, a tax rule you NEED to live by, what to stay away from financially with your business, and a ton more. Pro-Fi 20/20 is an accounting business that the Dental A-Team recommend. This episode is a goldmine of information from two fellows who know what they're talking about — especially with regard to the dental industry. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today we are bringing you something so special. I am so excited because this is one of our most popular episodes from the archives. Whether you're hearing this for the first time or catching it again, I am so excited because it's jam packed with a ton of takeaways that you can start using right now in your practice. We have released thousands, literally thousands of episodes. And I wanted to start bringing a few of these amazing episodes back for you. So I hope you enjoy. And as always, thanks for listening and I'll catch you next time.   on the Dental A Team podcast.   speaker-0 (00:31) today I wanted to bring on two special guests. These are actually CPA in the CPA world. Believe it or not, Dental A Team actually consults this company. So we definitely love them. They went a step above most CPA companies and they really wanted to get to know the ins and outs of the dental world. So I'm super jazzed to bring them on and to just have them dive into some of the hot topics in the accounting world. ⁓ two people that I trust and recommend heavily. ⁓ I   They are one of my top three CPA firms that I refer and recommend constantly. So I'm excited to welcome Chris and Brent from Pro-Fi. How are you gentlemen today?   speaker-1 (01:06) Awesome, Kiera. Thanks so much for having us. We're excited to be with you.   speaker-0 (01:10) Yeah, absolutely. Brent, how are you doing today?   speaker-2 (01:12) I am doing great. I appreciate the invite. I'm looking forward to this 30 minutes with you.   speaker-0 (01:17) Yeah, absolutely. Well, who knows? We'll see how long this ends up going, guys. Brent, can't put a time on us. It could be dangerous zone.   speaker-1 (01:24) You're lucky he said he's doing great because we're in the heat of extended tax season, so he's kind of in the trenches. Lucky he's in a good mood.   speaker-0 (01:32) I know Tiffany has been trying to get back out to you guys to see you and Beth you heard this awesome rock star in the company She keeps saying like tiff. It's like extended tax time or it's this or it's that deadline I'm like, my gosh, you guys just have I think you're secretly adrenaline junkies of CPAs even though you don't come across that way But I think you love it cuz tax season I feel is just like adrenaline rush like trying to get to the deadline. I just can't imagine that stress like   Every quarter every year you just hit it. So props to you guys. That's not my world but super jazz to have you guys on here. ⁓ so Chris let's dive in I know there's some things so we're gonna kind of hit on overhead we're gonna talk about some taxing some Some things to be aware of i'm just so excited because this is a world I don't know and I do purposely bring really really talented and educated cpas and financial advisors onto the podcast because I'm we have a three-fold approach in our company. It's focusing on   Money and finances making sure your business is profitable you as a person and as an individual and then systems and teams top to bottom So I am big I think as a business owner. I wasn't profitable when I first started. I didn't know how to look at my numbers I didn't even know what the heck over influence. I was like googling how to figure it out So i'm just jazzing you guys are here. So Chris kind of take us away I know you had some great topics for today and i'm excited to just   Rift a little bit with you, dive into these things, things that are really tangible for our practices now, especially where you guys work with hundreds of offices across the nation. Lots of good data to be pulling out for our practices listening.   speaker-1 (03:04) Sure, well, ⁓ Kiera, I think that there's a lot of discussion around, does the DSO world seem to do a better job with overhead than the private practice world? I think a lot of private practice doctors are wondering that, they're frustrated or how do I get my overhead down? And a lot of times, I think when you focus on expenses, you tend to attract expenses. And in our world of accounting, I will often tell doctors that, ⁓   Accounting cannot make you money, it cannot generate revenue. The expenses part is the easy part for us that we can work on trying to reduce some things, but you either have a revenue problem or an expense problem. And in most cases it's actually, you creating enough revenue on your fixed expenses? And most of dentistry doesn't understand how simple that is to scale the dental business model when you look at it from a high level.   You scale a business and reduce overhead with doctor production. Okay. And so that means you need enough patients to see the practice that I worked in from my experience was 40 to 60 new patients a month per doctor, per full-time doctor. And it means you need to be reinvesting enough into marketing. And I'll talk about that, that expense or reinvestment of marketing in a minute to get those new patients. And you need to be.   monitoring the phones that get answered properly and there's conversion rate of those inbound calls to appointments scheduled. And then the real job is case acceptance. Okay, and so here I am in an accounting firm coming on your podcast and I bet you didn't think I was gonna like be talking about case acceptance.   speaker-0 (04:46) was like, wonder we didn't talk about all your time. I'm just kidding.   speaker-1 (04:49) So, know, dentistry is really the product that's being delivered. And if you're ethically diagnosing the need and creating the treatment plan, your job is to help the patient understand the urgency and necessity of fixing the problem and paying you to do that work. So your job isn't really the dentistry itself, it's case acceptance.   And your first task is to become great at case acceptance yourself as a practicing clinician. But then the real task as the owner is to be able to teach other doctors to become good at it. So I think, you know, the only the only variable overhead that the dental business model has is paying doctors a percentage of the dental collections that they create. And then you have labs and you have supplies.   associated with the dentistry that's delivered. those expenses are variable. They track with the amount of dentistry that gets done. Everything else is fixed overhead when you really think about it. Marketing is fixed and it only changes based on your choosing. Your team expenses are fixed and they only change when you hire or fire. Your rent and facility costs are fixed. Your equipment costs are fixed and only changed by your choosing. And the various required admin costs, they're all pretty much fixed. They only change by your choosing.   So if you can create more doctor generated collections with the same team and fixed expenses, your profit margin goes up, your percentage overhead, your percentage overhead to collections ratio goes down. Okay. And so I guess we see most private practice or single, should certainly say single location, solo doctor practices. We see them failing at this because they choose not to reinvest enough.   back into the business, into that marketing for new patients. They're not monitoring the phones. They're not training their team. They're not training their doctors on case acceptance. And they're too closely focused on just the clinical delivery of the dentistry. Don't get me wrong, that's required, but that's not what makes you successful or financially successful. So I can give you ⁓ some generic ranges for expenses, but the real thing is that   You know, the real way to scale a business is to generate more revenue on the same overhead. That's kind of the definition.   speaker-0 (07:20) And isn't that basically then probably the DSO model because they have lower fixed costs per se. They've figured out how to have centralized billing, centralized call center, centralized. So many things centralized that they don't need all these different things. So solo practices, if I'm understanding correctly, they've got all the costs associated, but they only have X number of revenue where when you start to add in those multiples of practices,   That's where your fixed costs, it's going, yes, of course your fixed costs will increase a bit, but I mean, I do know our fixed costs did not go up that much more when I added our second practice to it because I already have my base of fixed costs there and then we're just able to add more revenue. Is that kind of what you're saying? Am I understanding?   speaker-1 (08:01) Yeah,   I mean, you know, that, part about centralizing is, know, when you, when you do have multiple locations, I would say three or more, then you can consolidate the amount of team that's working the front desk into one location. Instead of needing three to five team members at the front desk in every office, you may only need three to five team members for all three offices. You're having one of the best things by the way, as kind of an aside, one of the best things that private practices can do as they grow is to get those phones off the front desk. You know, let.   speaker-0 (08:20) Right, right.   I agree.   speaker-1 (08:30) You know, like there needs to be, that needs to be in a totally separate admin space. But, ⁓ you know, I get asked that question a lot. Like my overhead is 65 % and how can I afford to hire another associate doctor and pay them 30 or 35 %? Well, you know, that doctor is going to create new collections. That's the point. It's not to give them your patients. It's to grow the number of patients coming in that, that you as one doctor maybe are stressed.   and you hire the next doctor and you've got to continue to invest in the marketing to keep your job as the owner is keep the chairs full, right? As long as the chairs are full, if that associate doctor is ethically diagnosing like you are, if you guys have a ⁓ clinical standard of care in your practice, if you guys talk about how you treatment plan and your treatment planning the same way, that's all required. But here's the real test. You know, how do they connect with people? How do they, how do they,   establish a relationship, establish trust and get them to move forward with that treatment. So I think dentists hate to use this word in dentistry, but the job is kind of sales. You know, if you believe in your product of dentistry to solve this need and like, again, if you diagnose decay and they don't get rid of it, you failed. I could go on a tangent on that, but the new doctor will bring new collections and you might have to hire at most, you know, an additional   speaker-0 (09:46) Yeah.   speaker-1 (09:55) Assistant or two and that would be a new fixed overhead. You would increase your fixed over it slightly But other than that the doctor covers all their costs with their their percentage pay the labs that are associated with it that the supplies are associated with it and You should net somewhere in the ballpark of 40 to 50 percent on the new collections they create and that that just adds to your profit Because all the other fixed overhead stays the same   speaker-0 (10:19) So I think there's a few things on there of like, I just, think it's a matter of realizing a lot of people bring on associates though, because they're tired, they want more free time. They don't want to be working as much. And I think it's important to clarify that if that's your model, that's totally fine. Everybody knows on the deadline team, I am not somebody who judges. I think everybody has their own personal path.   And so whatever jives with you and resonates with you. So if you're wanting to bring on an associate to have more free time, to not have to produce as much, fantastic, but realize that that overhead might not trickle down because now you're kind of replacing your cost with an associate that you're paying. And some doctors I know don't take as much pay as they would pay an associate per se, which to me, I think is a somewhat failed model. I'm really big on prepping and preparing for that associate, paying yourself as if you were an associate. So you know, these costs before you bring on an associate.   ⁓ but I really think it's important to note that because like you're saying that overhead will go down as long as the doctors are producing. And as long you're able to bring on that other doctor and have them produce, cause they should cover themselves. I definitely agree with that. ⁓ also I'm sure people are saying, yeah, but Chris, like in order to bring on another associate, I'm going to have to build out ops. That's a huge cost and expense. So I am curious, what have you guys found in Brent? You might have some answers to this Chris, you might. ⁓ but if an office is having to say, build out two more ops.   in their practice to be able to bring on an associate, how long does it usually take when you're doing build outs for that cost to be recouped and start being more profitable? Because oftentimes I do think that that gets into the problem with a lot of doctors is they're constantly building more to bring on these other doctors. So they're always adding more and more expenses. Like when do they ever break even? So what have you guys seen with build outs and different things like that of that break even point? How long should they plan for it to not be as profitable?   speaker-1 (12:09) Okay, I'm gonna give you a lot of answers on this. So number one, we use a metric called revenue per chair. So, you know, every, you   speaker-0 (12:17) What   do recommend? What do you guys recommend per chair?   speaker-1 (12:19) So yeah, everyone has a space and you have only a fixed number of spaces or operatories you can have in it. And there's only a fixed amount of time and days and hours and a number of doctors that you have. And revenue per chair capacity, we see a range between 25,000 to 40,000 per chair per month. And it does not matter when you do this. This is just, take collections and divide it by the number of chairs you have. ⁓   This does not matter how many chairs are for hygiene or how many chairs are for dentistry. That's your choice. Actually, you know, there are models where every chair can do everything and the patient never, but the 25 to 40,000 at 35,000 of revenue per chair, you're running fairly efficiently and you're going to need to be planning to expand. You're going to start to run out of space. So that's our metric first and foremost. And so if somebody tells us, well,   speaker-0 (12:53) Sure.   speaker-1 (13:09) I've got four chairs right now, but I have space for seven. I haven't built out the other three. I tell them, you don't need to build out the other three until you're approaching that $35,000 a month of revenue per chair. Question you asked, how much does it cost and when do you recoup that? So in my experience, typically it's around $25,000 per ⁓ operatory to equip it, assuming it's already plumbed. ⁓   after you just take that number and say, so let's say you were equipping a few operatories, so $50,000, you ⁓ essentially, your cost of the doctor plus the lab and supplies should max out at 50%. Okay, now they have to be producing. So until you get them, they've produced over $100,000. All right, let me do it per chair.   They need to do over $50,000 per chair for you to get your costs back. After that, you're in the money.   speaker-0 (14:09) which I think is also smart because I don't know. think dentists kind of err on two different sides. Sometimes they're too slow to actually build out. They are so cost conscious and so concerned about that build up, about the cost of the chair, about all the other things that they're missing, that that one chair is going to generate several thousands of dollars of revenue. I've had a few doctors where I'll say, sure, no problem. We'll do a deal. I will happily pay for that one chair and you pay me all.   the revenue that comes through from that chair for the next three months. That's all I ask is three months. and I know I'm going to come out way ahead of you because it will generate and it will produce, especially in high producing practices. So I think so often people are just so scared to do those build-outs because they see the cost or they do the flip side where they believe like, if we build it, they will come and they're overly aggressive and they don't have necessarily the patient base or the doctors in play to be able to accommodate that. So   I love, I need to agree. It's either cut costs or increase your revenue. Like that's really overhead.   speaker-1 (15:12) One more way to think about it is, you know, if they have patients that are having to wait so many weeks or months to schedule out to come in. if you can calculate your collections divided by the number of patients seen for any given time, for year to date or for a full year, you can get your average revenue per patient. Okay. And if you know your average revenue per patient, you know how many either new patients or how many more patients you need to fill that chair to cover the cost.   Okay. So if your average revenue per patient was, you know, $1,500 per patient, um, and the cost of that chair is 25,000, just take 25,000 divided by 1500. And that'll tell you how many patients have to be seen in that chair before you pay for that chair. Sure. You're to be in the money, you know, it's in terms of the construction. That's another basically upfront, one time fixed costs that you're going to cover. And then all the future revenue that it's going to generate. So.   Maybe if you like, think before we end this topic on overhead, I'll give you kind some of our expense metric. ⁓   speaker-0 (16:18) Sure, yeah, absolutely.   Well, hang on, before you go into expense metrics, I want to bring up one piece that I think often gets missed, because you're saying like we're in the money. But I also want to bring up something that I really love to point out, and that is return on emotion. Some people don't want to bring on an associate. Yes, like as a business model, you can be more financially successful with an associate. Yes, you can, having more chairs, more build out, more practices. ⁓ But I also want to point out there is a return on emotion. There are sometimes   Bigger headaches, they're also sometimes less headaches with bigger organizations. I personally love to consult larger practices. The pettiness, the cattiness, the smaller drama is way less in larger practices or multiple locations. So like that drastically drops down. They figured it out. They're dialed into systems. But at the same time, I think it's important for people to assess that return on emotion. You might have a dreamy life. You might be doing exactly what you want and sure you could produce more.   But if you're off work at say two or three o'clock every day and you work two or three days a week and you're shelling and seven fifty to a million in profit, not a bad lifestyle. So I think it's also important to assess like what you ultimately want and what your return on emotion is before just saying like, I'm going to build because this is the way to do it. I think if you're looking at your practices as a business model, which I personally think a lot of us should look at it that way, ⁓ just to see what you what you ultimately want, what's your end game. And that's also where I love financial advisors of   Like what is your total term? Like where do you want to get? Does it make sense to grow? Does it make sense to stay where I'm at? ⁓ I think oftentimes we, we forget that return on emotion and how that is. We always think of like return on investment, but what does that return on emotion too? So just want to put a plug of like, I think everyone's on their own path, their own journey. Definitely agree. There are lots of ways that you can be insanely profitable and having multiple practices is a great, great, great business play. And you're able to help more practices. I'm all in favor.   You're gonna have multiple locations. Make sure you're doing awesome dentistry because sure, it can be very lucrative. Just be ethical because I think that plays out long-term. So Chris, with that, what are some of the metrics you guys look at? Because I agree, I love to hear people's metrics. I think we're pretty closely aligned with you guys on metrics, which is another reason I really love working with you guys and your clients.   speaker-1 (18:32) So I think if you ⁓ were to survey the Academy of dental CPAs and all of their, what you see them put out statistically, they're gonna tell you the metric of one to 2 % for marketing. When you go and you immerse yourself in the DSO world and their conferences and get to know what they're doing, you're gonna see more of an average of six to 8 % reinvestment into marketing. DSOs have a harder time with retention. They have more patients going out the back door. Private practices.   degraded retention, but they don't often invite enough people to the party. So we don't go by the one to 2 % number. think that's an area where people try to, they're trying to keep costs down. You know, your business is the greatest asset that you own that provides the greatest return and you have the most control over. So you should be reinvesting in it more than you reinvest in the stock market or anything else. So our metric for marketing is three to 8%. Private practices, like to see at least three to five.   I mean, excuse me, in GP practices, in specialty practices, especially like orthodontics, needs to be on the higher end. Team expenses between 20 to 30%. We certainly try to keep that under 30%. Team expense does not include doctors. Okay. So that's all of your, all of your, uh, your, your entire team, including a hygienist as well, but not doctors, uh, dental supplies somewhere five to nine, five to 10 % labs.   speaker-0 (19:36) Yes, absolutely.   speaker-1 (19:58) four to 7%. So again, those dental supplies and labs really should not be greater than roughly 15 % total. Rent and facilities, five to 9%. What does that mean? So if you have a high percentage in your rent and facility costs, if your rent facility is let's say nine, 10, 11%, that means you're probably not maximizing the space and getting the collections that is possible there. Again, using that revenue per chair metric.   When you're on the lower end, if you have 4 to 5 % rent of facility, means you're running very efficiently. You're probably going to be running out of space and need to expand or potentially relocate or get another location. And then there's general administrative costs somewhere in the range of 4 to 10%, depending on the practice type and what additional folks they have.   speaker-0 (20:48) Cool.   speaker-1 (20:50) That's it on everything.   speaker-0 (20:51) No, I love it so much because I think so often people don't look at their P &Ls and they don't even know what they should be targeting for. It's just like, well, do I have money left over or do I not? And then I don't know. like all of that combined should equal about 50 % there. Is that correct? Those are 50 % and then doctor pays 30 % to give a 20 % profit margin. And then you subtract debt services from that. that kind of your guys' model? That's what I've heard. It's what I typically recommend.   speaker-1 (21:18) Roughly. mean, yeah. You know, I, the most ideal is that I think when the average doctor starts to work with us, their profit margin is in the twenties, the 20 % range. our goal is to get them into the forties. Okay. And everyone does chase this like 50 % number, but I will tell you that eventually if you have to scale again, if you have to reinvest, that's the part like you're, drive yourself nuts. Would you rather have, you know, 50 % of 1 million or do you rather have 40 % of 3 million? Right.   You know, and that's that. So it's not always just about that overhead percentage. Uh, it is about if you choose to scale and you're, you're buying, you're reinvesting some of your, your overhead percentage, you're reinvesting some of your money to buy back your time. Like you said earlier, okay. Um, whether that's on multiple doctors or not, you know, being a slave to the chair is difficult and high risk to you as a business owner. It's one of the riskiest business models there is.   speaker-0 (22:12) Right.   I think that that's such a good point.   But guys, you don't know, can, Pro-Fi is fantastic. You can reach out to them, have them help you with your PNLs. Also your current CPAs, you can get a chart of accounts and give them these percentages and say, this is where I want it to be. Help me get there, give me some information because a lot of CPAs are not dental specific and they might not know these industry standards. And I agree with you. I also think it's important to think of growth years and also profit years. Some years you are definitely massively.   reinvesting into the practice and you might not be sitting at as high of an overhead, but you're doing it with the intent. Like when I bring on new team members, when you bring on new doctors, your overhead is going to go down. It should go down because you are investing and you're growing, but you need those people. This year on Dental A Team is a growth year. I am heavily bringing on new team members. My overhead is not as great as it has been in the past years. But if I, like you said, chase that X number of overhead and never invest in that growth,   I can't get to the next level of where I wanna go. So I thought that was really, really helpful. Thank you for that, Chris. And I know now we wanna spin over to Brent. Brent's been hanging out silently over there of some tax things. And I do love that you guys ying and yang on practice metrics because that's what we're all about. And then the tax world that I'm like, here's the thing. Here's my take on taxes. I am so grateful to live in a country where I get to pay taxes to have my own business. Like I truly think that is a massive blessing of the country we live in.   With that said, I also think it's my responsibility as a business owner to be as savvy as I can on taxes and not overpay on taxes because I'm just dumb and I'm not actually looking at strategy using smart people beyond myself to do it. So Brent, I'm so jazzed. Talk to us kind of about some tax things that you've been thinking of that your clients are dealing with.   speaker-2 (24:00) Yeah, absolutely. So I remember a few early evening calls with you and you're calling and saying help.   speaker-0 (24:06) It was in December last year, like literally right before the end of the year. And I was like, Brent, I owe so much dang money in taxes. Any ideas? It's fine, guys. It's fine.   speaker-2 (24:19) One of the foundations of Pro-Fi that we built it on is education. So we are very big believers in educating our clients to understand, first and foremost, how do you even generate taxes? So the number of conversations we have with dentists that just don't have a basic understanding is really astounding to me. So we first take an approach of, you have to understand how do you generate income tax? You generate income tax by the salary or W-2 you take.   and profit. The key thing here is it does not matter if you take a dollar of that profit out of the business, you still owe tax on the profit. So here, when you're looking at your P &L, let's say a doctor has a half a million dollars of profit and they choose not to take it home and leave it in the business, they will still pay tax on half a million dollars. I had a call today, the exact conversation is like, why didn't take any of the money home?   speaker-0 (25:18) It doesn't matter. were profitable brother, sister, like rock on. Happy day for you.   speaker-2 (25:23) You know, as Chris was alluding to, if you choose to reinvest in the practice, do marketing or other items like that that are deductible, that will obviously reduce your burden. The second thing, the second biggest mistake is don't underestimate your effective tax rate. So Chris and I have, we call it, I guess the golden rule or the 40 % tax rule. And that is geared towards over-preparing a business owner when it comes time to send in those quarterly estimates.   And I'll come back to that one in a minute, but the 40 % tax rule, if you have a pen, I would write that down because that is a rule to live by. And also ask your CPA advisor, whoever they are, whether it's us or your other another CPA, ask them before you make the decisions. So I got a call yesterday from a doctor in South Carolina. He's like, hey, I want to buy a machine that's going to cost me $85,000. My equipment rep said I'd get a 40 % tax deduction.   Just about that much.   speaker-0 (26:23) That was a clever salesperson.   speaker-2 (26:26) Yeah, they all do it. We love equipping reps. No badging equipment reps. But understanding, depending upon your entity type, whether or not you will be able to deduct that in the current year is a huge thing that you have to understand. Chris and I have seen so many doctors over the years that have come to us after the fact. And I think we've done a great job of educating, hey, I bought this equipment, it's $100,000.   When we do the tax return, it's like, you're not involved deducted. They're like, why not? The equipment reps that I could. So just make call your advisor before you do it. That's the best thing you can do for yourself.   speaker-0 (27:02) Well, and I, to that point, I just say like, you should have experts on your board as a business owner, people that you genuinely trust for taxes. And like you said, ask them, ask your rep about the best products and what they're seeing of results within the patient's mouth. Cause that's where they're experts. But I'm just going to put a massive plug, like, gosh, the number of dollars I have spent personally, because I didn't ask,   If we can save anybody even a couple of grand, like you're welcome. You're welcome. Just ask, ask before you do it.   speaker-2 (27:36) Right, absolutely. Then I kind of look at what are some things that you can do to make sure you're not blindsided by that tax surprise? ⁓ One thing we do is we always recommend in your business, you have to run multiple bank accounts. And one of those bank accounts is a tax savings account. Your business should fund and pay for your personal tax bill. So think about like ⁓ grandmother's cash envelope system.   create different buckets in the business, move the money out of your OpEx account because, know, like for me, if I have 20 bucks, $20 in cash in my pocket, I'm going to spend it. But if I put it away in the bucket where it's intended, it'll be there when I need it.   speaker-1 (28:18) My bucket, right?   speaker-0 (28:19) Yes, you can just send them my way this year Chris. It's fine Brent. It's fine I'll take him but Brent I want to speak so highly to that because ⁓ It really does help. I will also put a plug of like have really good financial planners and tax planners with you because I am actually really really good at saving money for taxes What I really get frustrated with is when it comes to December and I have been saving and I have been putting that away ⁓   And then they're like, Kiera, you owe an extra X amount. And I'm like, what the heck? I've even saved this. So that's where I also think it's really pro to have really good CPAs that are that actually no tax. So I am curious. You guys tell me the truth, because I don't know how this works. I'm not a CPA, but I swear every year I get a call December 1st and it's like almost a double what I've already saved for the whole year. And I'm a saver. Like I don't spend a dime in my business.   speaker-1 (29:14) call you get all year long, Kiera.   speaker-0 (29:16) It's not well, I have a monthly call with them and we even plan for taxes, but this year my quarterly taxes It's okay guys. I'm interviewing new cpas. It's okay. my cpn doesn't listen to the podcast I don't think if so, it's great. We've had a good run for several years But like that's where I get a surprise. Is it common? Should you be getting a surprise call on december 1st? If you've got good tax people, and you've been planning and preparing and putting money aside all year long is that   speaker-1 (29:41) As you answer this question for her and I would go over safe harbor estimates, but Kiera to set you up for what Brent's going to say. What happens is somebody tells you a number and you kind of start to operate like a zombie and you're like, okay, I put that number away, put it away and you did it. And you're like, okay, I put the number where you told me, but at the same time you're trying to grow your business.   speaker-0 (30:06) To that point though Chris I'm gonna like back on this because I think I'm actually a really smart business owner But every freaking year this happens. I'm trying to fix this and hopefully someone   speaker-1 (30:15) I think it has to do with your growth.   speaker-0 (30:18) I   overestimated what my growth would be this year. So I said I was going to be double what I was last year and we're coming in at about a 70 % growth of what I was last year. So I gave my CPA a 30 % extra window to project on me and we're still coming up a hundred, I'll say a different number, but I'm coming up more than I had saved.   almost three times as much as they had saved for me. cause I get burned every single year. So I'm like a squirrel with nuts and I put away for tax savings in my company because I never know what I'm going to owe. And it scares me. So with that said, I agree with growth. If you can, if you can project where you're going to go and you're having consistent quarterly meetings with your CPA, is it common to still have a massive like uptick in December? I would ask.   speaker-1 (31:04) No, it's not.   So look, to keep it simple, like, you know, I'm kind of talking on the managerial accounting side of things and Brent's talking on the tax side of things. If you're meeting with that accountant and you look at that bottom line profit, okay, you owe 40 % of that profit, whether you took it home or not. And then if you made any estimated tax payments, you can subtract those tax payments from that 40%. Okay. ⁓ And then you can apply some deductions and maybe bring the number down.   speaker-0 (31:24) Agreed.   I'm asking for a friend hashtag myself right now I mean I get better every year around taxes because I hate the surprise and I think most people do but I also wanted to point out I'm like I think I'm pretty savvy with business I talked to a ton of CPAs like this isn't like my first day running a business So and I'm happy to hear and with that 40 % So here's another thing that I've also which maybe I'm just dumb Maybe I'm just coming around the block to this so you guys can tell me ⁓ but it's 40 % of the profit correct like   And that profit also includes my W-2 as a business owner. So I've got to like...   speaker-1 (32:10) That profit is after your W-2. Hopefully your W-2, you have normal withholdings. Sure. you're like zero or one, you can kind of pretty much say, hopefully the federal and state taxes are all withheld from that for you. Right. have to worry about it. Okay. It's the profit that's left over after your W-2 and all the other expenses of the business you have 40 % on. So Brent, tell her about what happens at the beginning of the year.   When we talk, they those first estimates. think everybody starts to like, they get glued to the estimates and they never update them.   speaker-2 (32:41) Yeah, so a couple things. So, Kiera,   speaker-0 (32:45) Call   you in December, Brent. We're going to have this conversation in year two.   speaker-2 (32:49) Maybe we should start in January for next.   speaker-0 (32:51) I like that strategy is much better. I'm like I've even I started my tax meetings in July this year guys Like this is how much I'm paranoid and I'm like they're just shelling a ton on me again And I'm like how does it happen every year? I don't I don't understand so   speaker-2 (33:05) Here's a trend I noticed over the last four years. you know, there was in 2017, there was the Tax Cuts and Jobs Act, which changed the tax code. also changed. There's also been changes to the payroll tax tables. So I would take UW2, look at your federal tax withheld and divide that by your taxable wages in box one. More than likely, it's going to be in the 10 to 12 % range.   If you were in the 40 % tax bracket, you're already 30 % short on your taxes. Let's say you pay yourself $100,000. If you're 30 % short, that's a five digit dollar. So that's where I'd first start. And that is very, very, very common. You will not see any withholding in a W-2 being over 25 % unless you manually requested that from the payroll company.   speaker-0 (33:39) Right.   speaker-2 (34:01) bonuses or automatically taxed at 25%, but your regular payroll is probably in the 10 to 12 % range. So that's one reason it's happened. What Crystal's talking about, so let's say that we prepare your return in April. So let's say your 2020 return and every accountant will do what's called a safe harbor tax estimate, which basically says your estimates will be 110 % of your prior year tax.   speaker-1 (34:30) The IRS wants you to put 10 % more than last year away, like pay them in advance. They like you to do it quarterly because collecting money once a year is a bad business model.   speaker-0 (34:40) And it's a bad business model.   speaker-2 (34:42) So like Chris said, when a client gets those estimates, and let's say they're $25,000 a quarter, they are fixed on $25,000 a quarter. So what we do is with all of our clients in June and early July, we actually run tax projections or mock tax returns the upcoming year. We pull their year to date profit, we get all their deductions and we project out if that original safe harbor estimate has changed.   Then we do it again in November and early December to make sure that you're still on track and also looking for additional ⁓ tax strategies. But to answer your question from earlier, should you be surprised with a big number? No, not if you're doing proper planning.   speaker-0 (35:30) with like a little variance, but I just want to point that out because I think so many business owners get scared of taxes and this year, don't worry guys, it's on my vision board by the age of 36. I will be a tax expert. I look at it every single night. I have no desire to be a CPA, but I really think it's important as business owners to educate yourself on taxes and like you said to plan and to save for it because otherwise it's just this always surprise bill that creates stress. For me as a business owner, I know often I just feel like   I don't dare spend money because I'm gonna get hit with this big unknown. And so I'm like this girl, I literally have four tax savings accounts in my business right now. And they're in like four different business accounts, so my CPA can't see them all. Because I'm like, you come to me every year with this huge surprise and every year it's like double what I thought you were gonna say. And like I'm grateful to be very successful in what we do. However, I don't think business owners should be surprised, especially if you have a good CPA. So I just wanted to like find out like, that normal?   I feel like I'm on the anomaly, but good to know on that.   speaker-1 (36:33) Tax surprises cause cash flow problems.   speaker-2 (36:39) So Kiera, let me quantify that one of   speaker-0 (36:41) Guys,   don't worry. Everyone on the podcast, this is a Cura therapy session. You're welcome to be attending this. So we're glad.   speaker-2 (36:48) So can there be a tax surprise? Yes. The reason the tax price might happen is if you told your CPA, hey, I'm going to be doing these improvements and they're going to be done by December 31st. If in December you tell them, well, it didn't work out and I'm not going to have all these expenses. And yes, you're going to, you're going to get a surprise because you didn't, your plan didn't follow through. The other thing is talking about the separate tax account in the business. It's,   speaker-0 (37:12) That's fair.   speaker-2 (37:18) Absolutely recommended, but the most important part is you cannot spend it on anything but your tax bill. You cannot not rob Peter to pay Paul. That is probably the biggest mistake you could make is saying, well, I'll take it now. I have eight months to put it back in.   speaker-0 (37:34) That's like that makes my heart stop. I feel so stressed for people and also for anyone who wants to know like you I wish you could see the zoom right now with me Brent and Chris You know these guys love what we're talking about because Brent is literally getting like so excited and so animated talking about this So that's just when you know people are good at what they do I get so geek I'll geek out on dentistry and systems and like how we can help you and they're jazzing about some some tax benefits here So I agree. I think that if you aren't doing that, I also like the thought of 40 %   Do you guys recommend, because I know another piece to it, which I realized this year was like charitable contributions. I'm LDS. And so having charitable contributions, 10 % is something that I was like, that was funny. We didn't prepare for that. So that's like another check that I wasn't planning. And then also like SEP and 401ks. Do you guys have anything that you recommend for that of having a tax savings fund, but also building up those other funds and those payments that you'll be making to reduce your tax bill? Yes.   but those are also pretty big expenses, depending upon how your business does every year. How do you guys manage or navigate that? Or should I just be saving more? Because again, I'm like building these funds up to this, I've got four accounts, because I stress out about it.   speaker-2 (38:44) So Chris, I'm gonna let you take that one on the cashflow. It's really cashflow planning.   speaker-1 (38:48) Yeah, a lot of questions in there.   speaker-0 (38:50) Cool, like I said, this is why I podcast guys, because I can ask my own personal questions.   speaker-1 (38:57) In terms of okay, should you be doing okay. what do you want me to start a chair charitable chair?   speaker-0 (39:03) Just   like I think that a lot of people might get quote-unquote surprised at the end of the year because not only do we have a tax bill to pay, we have charitable contributions that we're paying. We also have 7401Ks. Like there are quite a few other funds that need to be paid out again to reduce our tax bills to help us. But those are also cashflow that you need to have on hand as a business owner to be able to front that money. So I've been also thinking that could be why other people feel like it's a surprise at the end of the year, just all lumped into taxes when it is just other pieces to help reduce that tax bill for you.   speaker-1 (39:33) if   something is important to you, then it needs a separate bank account. if charitable giving is important to you, I think you should have a separate bank account so you can visually see that you've got it ready to pay. And in order to make it tax deductible, it does need to be a 501C3. can't just be any random, say, it's... Right? So ⁓ when it comes to all of the retirement accounts, mean, ⁓ 401Ks and IRAs and simple IRAs and all of that,   speaker-0 (39:51) about last year.   speaker-1 (40:02) Roth, that's like the smallest fraction. That's like the, you know, the entry level league of the tax code in terms of savings. And it's, it's really kind of the stuff that the masses can do. I certainly think it's important to save and save for retirement. think when you're a business owner and let me say this, mean, upfront, I'm a contrarian. I think when you're a business owner, you have to be a contrarian and know that not everything applies to you the same way as everyone else. Sure. I, my bias is I have a much.   stronger tendency to say, you know, spend the money in your business or put the, I should say, invest, reinvest the money in your business for growth, because it's going, there's an asset value to that, to that business. need to learn what that is and what you one day can exit it for. And it creates, gives you the most, you know, income. ⁓ If you put money into a 401k or you put money into marketing in your business, you get the same tax deduction. So that's a question. If you're looking for like year end stuff, you know,   You could put the money into the, into the retirement plan, or you could prepay some expenses for next year. ⁓ You lot of people, think don't trust their business, which is weird because it's the thing you have the most control over, but they don't trust their own business. Typically it's cause they're not really great at managing their own cashflow and having discipline. And so they're, they're hesitant to invest the money in the business. And they'd rather go roll the dice and put it in the stock market. And at the time of this podcast recording, let me tell you.   We are in a recession. It has already begun. Everything is very high. Stock market's high. Real estate is high. Your business is one of the safest places to put your money right now. It provides you an inflation hedge, okay? And it creates revenue. ⁓ And it's tax deductions. I'm a big believer in putting the money into your business or getting another business. I think Brent can talk about, know, people ask us like, what are some of the largest   speaker-0 (41:47) Right.   speaker-1 (41:56) deductions you can play in. Like what, are the bigger things you can do outside of a 401k? Tax deductions. Generally speaking, the tax code rewards you for doing things that improve our economy. And that's primarily investing in businesses, you know, adding another location, employing people and commercial real estate, commercial real estate is a big one. Again, commercial real estate's really high right now. It may not be the perfect time to be buying or building. Cause all of the costs are really high.   save that cash, even if you have to pay some taxes, save the cash for liquidity for the tough times. when this recession happens, most practice owners are going to stop investing in their business, they're to stop marketing. And you got to do the opposite. That is the time where you can do all of that at its lowest cost. that's when millionaires are really made is during recession. So I'm going on a tangent now. You got me passionate   speaker-0 (42:50) No,   I like it. I like hearing it because I like thinking of other things. think so often you said it really well of business owners want to contract. They want to not reinvest in themselves. It's like, well, like let's put it in the stock market because that's what I heard that we should do. But I really do love that mindset. And that's why I love podcasting. That's why I love talking to different people. This is why I bring you guys on here because I purposely, intentionally bring different ways of thinking out there. You've got to make your own decisions.   But I'm a big like when people are zigging, I want to zag. So right now real estate's hot. Commercial's hot. The stock market's hot. Like I literally am sitting here just thinking like, here, just sit on some cash. Like, like you said, I might have to pay more taxes on it, but sit on that cash because you know, it's going to drop. And during that time, that's when you do the exact opposite of what everyone else is doing. So I really love that advice. And I think it's wise and it's prudent. I also love what you said, Brent, of having the 40%.   A lot of people say do 30%, but agreed a lot of dentists do tip into that 40 % tax bracket. And I would much rather over prepare than under prepare. Chris, to your point, I really love also having the buckets for like we said, charitable contributions, if you're going to do ⁓ 401ks, but I really, agree with you too. I think reinvest in your business. Look to see, I do end of year spending. I look to see what I could reinvest in, what things are gonna propel us the most. I look at marketing, I look at website rebuilds, I look at.   Different softwares that are going to propel us forward different ways to make our our practice more efficient What things are really going to invest in our company and our team? To make it and then I just do fun things like, know trips places I definitely don't get much ROI on that except for emotional ROI, but I know I know this is a longer podcast guys I really hope and I also hope team members listening realize that this is not just for business owners. I think that this is also   Individual tax prepping make sure you are preparing look for ways that you can reinvest in yourself What things could you prepare for what things can you build out? Do you have separate savings accounts for different things that you're going to maybe you don't have to save for taxes But guess what maybe one day you will be a business owner So teach yourself the discipline to save now to look for reinvestment. I also think is super valuable. So I want   speaker-1 (45:05) team members, for those team members, what side hustle can you create? What side of business can you create? know, and what, what commercial or what even residential property, rental property could you create to give yourself rental income? And there are deductions that come along with that. But if all you do is just do your day to day job, whether you own a business or don't own a business, you're not going to save anything in taxes, nothing significant. got it. You got to create some value in the world out there.   speaker-0 (45:29) Agreed. say deliver the biggest and best value. So you guys teased me. So I want to wrap up our podcast with some things to not be doing. You guys have kind of like a hit list right now of some things, some tips that a lot of us might be doing that are cracking down. I know I have been privy to some of these things as well. So take us away. We'll wrap this up with just some, some of that hit list of what not to do. ⁓ and   you know, as we get in there, thank you guys for sharing all that you have. Thank you for doing a personal session with me already. So I'm excited for the hit list now.   speaker-2 (46:01) So I would say the biggest one that I've seen is the fascination that doctors have with crypto.   speaker-1 (46:01) Go ahead, Brent.   speaker-0 (46:12) Brent, it's because we're bored. We don't know what else to do with ourselves, so we're like, why not throw a little into crypto?   speaker-2 (46:17) Here's the problem. So I have about a half a dozen doctors over last six months. They called me and said, Hey, I put $200,000 into the crypto market, Bitcoin. And I'm like, really? Where did you, where did you write the check from for that investment from the practice? Here's the problem. If that practice is an S corporation and they invest that money in crypto and they hit it big, they could potentially blow up their IRS S corp election.   and the IRS will take it away from you. So if you're gonna do investments, do not write the check from your practice. You can take the money home as a distribution, then put it into crypto, but do not do it through your business.   speaker-0 (47:01) This is a moment where I just had like a, I'm like, good. I'm glad I did that at least right. even knowing. Why is that?   speaker-1 (47:03) Sorry.   So that one, I mean, that one can cause some serious damage. ⁓ But the other ones that I think nobody wants to hear when they're listening to this, and I get in all these battles on social media, Facebook groups and all that. But the two things that come up over and over and over again that everybody's kind of cheating on and they're going to get busted on is number one, paying employees and especially dentists and hygienists, paying them as 1099 contractors.   This is going to get you in trouble not only with the IRS, but with the Department of Labor. And there are some significant penalties. There is a black and white 20 question checklist that the IRS provides. You can Google that. You can find it directly on the IRS website. And it goes through a checklist of yes or no questions to determine if you qualify to be a 1099 independent contractor or if you fit the requirements of a W-2. And to simplify it,   The main thing is the element of control who controls the schedule, who tells you which patients you're seeing and when who's providing all the materials and the tools and equipment. And 99 % of the time, anyone in dentistry falls under the category of an employee. Pretty much have to be a specialist that owns their own separate practice already coming in part time in order for you to 10 99 them. And if you're 10 99ing them, you're 10 and you have to do it to their business. The other thing that doesn't work is when, you know, they're like,   Oh, I'm an individual doctor. I'll just set up an S corp and you can 1099 my escort. The IRS is not stupid. Again, they're they're looking at what are your what is your role within that that place that you're receiving the income from the revenue from. So anyway, everybody hates that. But I'm telling you, I   speaker-0 (48:58) I   don't think it's a, it's not a good place to play with fire. Um, I have a really, really, really awesome unemployment lawyer, um, and employment lawyer. He represents Uber Lyft Red Bull. He's in, um, San Francisco. If you guys need him, he's amazing. Reach out to us. Hello@TheDentalATeam.com. Um, but he told me he said, Kiera Uber and Lyft, which I personally think I'm no lawyer guys. I'm not there. Uber and Lyft to me are the epitome of 10 99 contractors.   but they are, ⁓ they're coming down, they're cracking down on it. And ⁓ I have heard that it is no longer just a small offense. It's a pretty big offense if you misclassify. To me, really, I'm a risky person, but I believe in being smart and also paying people the way they should be paid. As much as it's not fun, we transitioned our whole company and I just think play that one safe because labor laws are not something to ever mess with, in my opinion.   speaker-1 (49:51) Yep. And you know, the government has shelled out a lot of money through this pandemic and they've got to collect it and get it back. And they're going to get that back from small business owners. And, ⁓ you know, our, our dependent care systems of Medicare and social security are very fragile right now. And that's the one thing they do not want you to screw with. And so they collect that money through W2 payroll. They're going to, they're going to force more and more than everybody's W2, especially in the occupation of dentistry. Second thing is the cars. Okay. Everybody wants to run their cars through the business.   You might be allowed to run a car through your business. It depends on what type of business you're in. If you're in real estate and you're showing houses and you're driving your clients around, you can probably write your car off through your business. But in dentistry, you're going to sit across the table from an auditor and they're going to say, what does a car have to do with the business of dentistry? The IRS tax code says that your business expenses must be ordinary and necessary to the business for them to be deductible.   What does the car have to do with the business of dentistry? How is a vehicle ⁓ justified as 100 % business use as a necessary use in order to do dentistry?   speaker-0 (51:00) What if it's a wrapped vehicle that's marketing?   speaker-1 (51:03) That's different. there are very specific guidelines in the IRS tax code about what is marketing for a vehicle. must be fully wrapped. It can't just be magnets. It can't just be stickers. But it has to be significant that's used for marketing. What we find is not a lot of doctors want to wrap their test up.   speaker-0 (51:23) Because they're ticked off with the patient that Ruekinaal didn't go super well and they're cutting people off on their drive home and you don't really want your flashy business to be that car.   speaker-1 (51:31) Right. I mean, and to make it legitimate, mean, the car has to be legally registered in the business name. It has to be covered under business insurance, not your personal insurance. The loan has to be under the business name, not your personal name. And there's a, you know, most people are not doing that. They're doing, they're buying it personally. They're just making the payment out of their, out of their business. And they think that they can deduct the whole thing. And this is not true. There's even greater scrutiny if the business tries to buy, if the dental business tries to buy a vehicle.   and depreciate it, take it as 100 % use. So I know people hate to hear that, but I would just caution everyone listening, stay away from 1099 and cars in your business. But everyone's.   speaker-2 (52:12) doing   it!   speaker-0 (52:13) I heard a really great quote one day and they said Kiera everything's deductible until you get audited and I was like That's really good advice. I appreciate that. So guys, ⁓ Chris and Brent. Thank you guys for coming on the podcast Thank you for being people that I can call Brent. Thank you for being my December, you know midnight hour friend I loved last year. You said care. There's really not much we can do. Maybe we should have done this in January. So ⁓   But truly, I just appreciate you guys helping so many doctors. know you help a lot of our clients. Shout out to those clients that we mutually work together. I love working with CPA companies. I think we're a good peanut butter and jelly together. We help grow the practice, make them more profitable. You guys make sure that their books are in line. Give us the guiding stars of what levers to turn to help the practices. You take care of the taxes. So it's a really good yin and yang and   I hope all of you listening today found a lot of value. Team members, look at this for yourselves. Get the side hustle. I hope this spurred some, some topics, some conversation. Team members, can also help your practices reduce that tax bill. look for ways that you can spend end of year, just different things. So I definitely think team members have a lot of play in this as well. So Chris and Brent, thank you guys so much. It's super fun. If people want to connect with you, ⁓ maybe they're done with their CPA. Maybe they just want to find out if.   There might be another option out there. How can they connect with you? I know you guys specialize in DSOs, larger group practices, but also the solo practices as well. How can people connect if they're interested?   speaker-1 (53:40) Sure, so check us out online at our website, Profi2020.com. That's P-R-O-F-I-2-0-2-0.com. ⁓   speaker-0 (53:47) You did   that because 2020 was such a great year that you guys want to remember. ⁓   speaker-1 (53:53) That marketing plan went out the window. It was 20-20 clarity to give you clarity on your finance.   speaker-0 (53:54) No.   I   just thought I'd throw it out there. So no one will forget Pro-Fi 2020. 2020 was most memorable year guys. Don't forget it. They don't want to forget it ever.   speaker-1 (54:07) We have tons of free videos, a lot of great content on there. Check us out on our YouTube channel, all social media, know, at Profi2020. We're very easy to find. ⁓ But we're managerial accountants. It's way different than financial accountants out there. Make sure you look up that difference and know what you're asking for. ⁓ And we always do free consultations for anyone who would like it.   speaker-0 (54:29) Awesome. Well, Chris and Brent, thank you again so much, guys. Go check them out, Profi2020. Chris and Brent, they are the owners of the organization. So super grateful for you guys coming on here.   Kiera Dent (54:38) I hope you all loved today's episode as much as I did. It is crazy to think that this many episodes have been released since we started the Dental A Team Podcast. And I started looking to say, my goodness, our listeners need to be reminded of some of the things they may have learned a year ago or two years ago or five years ago, because so many things in our practices weren't relevant back then when we heard them, but they are relevant today. And I would be doing you a huge disservice if I didn't re-release some of these episodes for you to remember, to refine.   to optimize and really truly if you ever need a topic or you're like, my gosh, I wonder if the Dental A Team has anything like this, go onto our website, TheDentalATeam.com, click on our podcast tab and you can literally search any topic. So whether it's overhead or hiring or firing or team morale or engagement or case acceptance or hygiene   onboarding or whatever it is, we have so many episodes for you. And so I am going to intentionally be   re-releasing some of the top best episodes for you, pulling back some of the ones that I needed to remember, some of the things that I feel for you to really, really relearn right now and to re-remember, or if it's the first time, welcome. I'm so happy you're listening to it, but I hope you truly enjoyed today's episode. I hope that you share this with somebody. I hope that you go and implement today because we only have one day. We only get today. And so making today the best that it possibly can be. If we can help you in any way, shape or form, reach out Hello@TheDentalATeam.com.   And as always, thanks for listening and we'll catch you next time on the Dental A Team Podcast.

In this episode of the Niche Pursuits podcast, Jared sits down with Corey Ganim to break down AI automation that drives results, starting with a simple ROI filter: effectiveness, efficiency, and customer experience. Corey shares his AOA sequence (Audit, Optimize, Automate) so you stop automating messy 12-step processes and start building repeatable systems with AI. You'll hear the difference between AI agents and reusable skills and "speed to lead" replies. Walk away with three clear takeaways: how to choose the right workflows to automate, how to simplify them before automating, and how to build repeatable AI skills you can reuse across your business.   Sponsor: Quiet LightGet a free, confidential valuation at https://quietlight.com/! Links & ResourcesTake the quiz to get your free AI action plan: https://returnmytime.com/quiz Learn more about Return My Time: https://returnmytime.com/ Connect with Corey: https://x.com/coreyganim   Be sure to get more content like this in the Niche Pursuits Newsletter Right Here: https://www.nichepursuits.com/newsletter  Want a Faster and Easier Way to Build Internal Links?  Get $15 off Link Whisper with Discount Code "Podcast" on the Checkout Screen: https://www.nichepursuits.com/linkwhisper  Get SEO Consulting from the Niche Pursuits Podcast Host, Jared Bauman: https://www.nichepursuits.com/201creative 

Financial institutions are finding that the primary bottleneck to AI adoption isn't the technology itself, but the inability to govern sensitive data with the precision required for enterprise-scale deployment. In this episode, Mark Crean, Regional Vice President of Sales from Securiti AI and James Dean, AI Specialist at Google Cloud, breaks down how fragmented data and access risks keep high-value use cases trapped in the pilot phase. They outline the shift toward disciplined data classification and the cross-team alignment necessary to transition AI into regulated, revenue-critical workflows. The conversation highlights why remediation and traceability have become the ultimate benchmarks for safety and ROI in the sector. This episode is sponsored by Securiti AI. Learn how brands work with Emerj and other Emerj Media options at go.emerj.com/partner. Want to share your AI adoption story with executive peers? Click go.emerj.com/expert for more information and to be a potential future guest on the 'AI in Business' podcast!

Aadil Kazmi of Infios talks about purposeful innovation; intelligent execution; tech readiness; and turning AI into measurable business outcomes. IN THIS EPISODE WE DISCUSS: [02.14] An introduction to Aadil, and an overview of Infios. "Supply chains run best when operators can execute them on a single stack." [03.20] How Aadil's experience at Amazon sparked an entrepreneurial journey that ultimately led him to Infios. "When retailers and shippers offered faster shipping to their end customers, cart values and repeat rates went through the roof. That led me deep into supply chain..." [05.17] Aadil's focus in his role as Head of AI, what excites him, and what keeps him up at night. "We're using our own tools internally to produce what our customers will eventually use." [08.32] What purposeful innovation means to Infios, and the big unlock that happened three years ago that changed the game for AI. "We partner with customers to develop only use case driven AI workflows." "Purposeful innovation is looking at what workflows within our business depend on unstructured data and reasoning, and focusing on those for AI automation... Not everything is a fit for Gen AI." [12.08] What AI agents mean in the context of supply chain, how they're being used now, and how we can understand automation through a three-level phased framework. [15.31] How AI agents compare to traditional automation, and how businesses can decide which is the right fit for each challenge or workflow. "When companies embark on their automation journey, they should start with the highest leverage ROI workflows that have the lowest risk factor." [19.15] The challenge of organizational debt, and leaning into AI readiness by connecting people's tribal knowledge to contextualize AI decision-making. [21.41] How Infios are meeting customers where they are to overcome technology debt with intelligent orchestration. [24.55] What Aadil's Executive Roundtable at Manifest uncovered about intelligent supply chain, and how to get the most from AI adoption. "You can't just throw AI at a problem… The best way to adopt AI is to actually pull the workflow and, from a first principles perspective, re-engineer it from the ground up to be AI native." [28.31] Why technology readiness is still a big constraint on connected execution, and why AI ambition is yet to meet execution reality. [29.23] How businesses can move toward intelligent connected supply chain execution to turn purposeful AI into business outcomes, and how to measure success. [33.17] What teams should do now as they plan for the year ahead.   RESOURCES AND LINKS MENTIONED: Head over to Infios' website now to find out more and discover how they could help you too. You can also connect with Infios and keep up to date with the latest over on LinkedIn or YouTube, or you can connect with Aadil on LinkedIn. If you enjoyed this episode and want to hear more from Infios, check out 520: Enter the New Era of Supply Chain Management, with Infios. Check out our other podcasts HERE.  

In this inspiring episode 114 of Going Forward, host Eric Elliott sits down with Amber Hall, Founder and Managing Attorney of Amber Hall Law, to explore what it really takes to build something from nothing and stand out in a competitive industry.From her roots as a Division I athlete to launching her firm with little more than a laptop and determination, Amber shares how mindset became her greatest advantage. She opens up about the realities of starting from the ground up, overcoming doubt, and learning that success begins with belief before strategy.Together, they dive into the intersection of law, business, and personal branding, unpacking how authenticity can outperform even the biggest marketing budgets. Amber also shares how her identity, discipline, and commitment to serving others have shaped a brand that connects deeply with clients and continues to grow.Topics include: building a law firm from scratch; the mindset required to win in business and life; how authenticity drives modern marketing; lessons from athletics that translate to entrepreneurship; empowering others through leadership and example; and why believing in yourself is the ultimate competitive edge.This episode is a powerful reminder that you don't need unlimited resources to succeed; you need clarity, conviction, and the courage to show up as yourself.Connect w/ Eric Elliott:Website: ⁠⁠⁠⁠https://ericelliott.com/Facebook: ⁠⁠⁠⁠https://www.facebook.com/ericelliottspeakerLinkedIn: ⁠⁠https://www.linkedin.com/in/iamericelliott/Instagram: ⁠⁠https://www.instagram.com/ericmelliott/Twitter: ⁠⁠https://twitter.com/EricMElliottTiktok: https://www.tiktok.com/@ericmelliottEmail: Eric@EricElliott.comText: 843-279-5843Connect w/ Amber Hall:Website: https://www.amberhalllaw.com/LinkedIn: https://www.linkedin.com/in/ambernhall/Facebook: https://www.facebook.com/AmberHallLawInstagram: https://www.instagram.com/attorneyamberhall/Supercharge your online advertising campaigns with Optmyzr! Streamline management, optimize performance, and boost your ROI. Visit ⁠⁠⁠⁠⁠⁠https://hs.optmyzr.com/hs/vip⁠⁠⁠⁠⁠⁠ to discover how Optmyzr can revolutionize your digital marketing.Also, as a special treat for our listeners, sign up with the code GOINGFORWARD20 and enjoy an exclusive 20% discount on your first year with Trainual! Seize this opportunity to supercharge your operations and propel your business forward!Eric Elliott is the founder of VIP Marketing and Craft Creative, two agencies dedicated to helping law firms build stronger brands and sustainable growth strategies. With a background in radio, television, and digital media, Elliott works with legal organizations across the country to align marketing strategy, creative storytelling, and operational systems to drive measurable results.Going Forward is brought to you by VIP Marketing. VIP Marketing is a law firm marketing agency built to help firms become the choice in their market through strategy-led SEO, paid media, website design and development, brand strategy, and premium video production. Based in Charleston, South Carolina, VIP Marketing serves law firms nationwide. Our Website provides detailed information on our services and expertise. For more information, visit vipmarketing.com.

AI adoption is accelerating, but many organizations are discovering the same problem. The technology is moving faster than the data foundation required to support it.On this episode of Ctrl + Alt + AI, host Dimitri Sirota speaks with Scott Wimberly, Senior Manager for Data & AI at Accenture, about why enterprise AI success still depends on disciplined data management.Scott explains how the shift from traditional machine learning to generative AI has exposed weaknesses in how companies manage their data. Fragmented systems, poor governance, and inconsistent data models make it difficult for organizations to trust AI outputs.The conversation explores how enterprises can address these challenges through clearer data ownership, better governance, and practical approaches that focus on solving smaller problems first. For security leaders, data teams, and AI practitioners, the discussion offers a grounded view of what it takes to turn AI investments into real business results.In this episode, you'll learn:How early excitement about generative AI outpaced enterprise data readinessHow legacy systems and fragmented data environments create major barriers for AI programsWhy enterprise leaders should focus on measurable outcomes and ROI when investing in AIThings to listen for: (00:00) Meet Scott Wimberly(01:32) Why AI and data strategy must go together(02:53) How AI evolved from ML to generative models(05:10) Moving beyond chatbots to real AI decision systems(06:05) Why data ownership matters more than traditional stewardship(07:44) The growing importance of unstructured data for AI(13:42) LLMs, SLMs, and the rise of enterprise AI agents(15:11) How MCP connects enterprise data with external models(17:06) Why legacy systems make AI adoption difficult(20:15) Why ROI still determines whether AI projects succeed(22:16) Solving AI challenges one problem at a time

In this week’s In-Ear Insights, the Trust Insights podcast, Katie and Chris discuss balancing authenticity in an AI forward world. You will uncover the major flaw of automated social media accounts. You will learn the secrets to spot robotic replies. You will explore techniques to transform artificial intelligence into a helpful companion. You will master the balance between speed and true personality. 00:00 – Introduction 00:40 – The myth of automated authenticity 03:50 – The pattern matching power of machines 07:42 – The kitchen analogy for content creation 11:13 – The limitations of digital twins 16:45 – The threat of cognitive deskilling 20:50 – The boundaries of acceptable automation 25:55 – Call to action Watch the episode to keep your online presence human. Watch the video here: Can’t see anything? Watch it on YouTube here. Listen to the audio here: https://traffic.libsyn.com/inearinsights/tipodcast-ai-and-authenticity.mp3 Download the MP3 audio here. Need help with your company’s data and analytics? Let us know! Join our free Slack group for marketers interested in analytics! [podcastsponsor] Machine-Generated Transcript What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode. Christopher S. Penn: In this week’s In-Ear Insights, let’s talk about authenticity in the age of AI. One of the things that I do, Katie, as you know, is I do a daily video series. I actually batch do it on Sundays when I’m cooking dinner for my family, because I have two hours in the kitchen of otherwise spent time cooking. And I have seen this question asked more than any other question in the marketing channels of Reddit. And it drives me up a wall every time I see it. And so I thought I would give it to you just for fun, which is how can I use AI automation to automate my LinkedIn presence while still remaining authentic? Katie Robbert: You can’t. Christopher S. Penn: That’s what I said. No. Katie Robbert: All right, the podcast is over. You can’t. Next. I mean, here’s the thing. That’s an oxymoron, or whatever other way you want to say these two things are not aligned. You can’t automate your way into authenticity. I’m sorry, you just can’t. And I know, Chris, you are a huge fan of automating as much as humanly possible, but for you, there’s an authenticity in that. There is an expectation that Christopher S. Penn is going to be part cyborg, part robotic. And I mean that in all seriousness, as part of your professional brand. That’s authentic. People expect that if you were to open up your head, there would be a computer panel in there, and that’s just part of your brand that you’ve built for you. That’s authentic. But there’s still a stamp of you as the human and your take and your thoughts and your feelings about things that are a common thread across all of your content. If you haven’t built that as part of your professional brand, your personal brand, whatever brand you have as part cyborg, then automating yourself into authenticity isn’t going to happen. If I started doing that, people would think that I had probably—what do they say?—been unalived, and Chris was trying to put in the simulated version of Katie so that nobody knew. It’s not something that would work for someone like me because it’s not part of my brand. You can’t throw in automation and say, “But also keep it authentic.” Christopher S. Penn: And yet that is probably the top question in the marketing subreddit, in the social media marketing subreddit, et cetera. People want to phone it in. Katie Robbert: They do want to phone it in because you get so much more done. Now here’s the thing. I was telling you guys last week that I was using Claude Cowork to draft a bunch of articles that I’ve been posting on LinkedIn. I had one drop as of the time of this recording, my second one dropped. And it’s talking about the way in which we’re approaching training. Yes, I’ve used generative AI to help me pull that information together. But I, the human, still have to go through the article, I have to edit the article to make sure it’s my voice, things that I would say. What I’m doing with these automations that I’m building is I’m just expediting the data gathering from the exact same data that I, the human, would have been looking at. But instead, I’m letting the machine do the pattern matching faster and I’m saying, “Oh yeah, that is what I’m looking at,” or “No, that isn’t what I thought this was going to be.” So that’s really how I’m automating with AI, but I’m still keeping it authentic to me. I would like to believe, Chris, that you don’t read those articles and go, “Katie didn’t write that. That’s not her point of view. That’s not what she would say about this. She’s not saying put human first. That’s not her.” Christopher S. Penn: Here’s where I think a lot of the problems begin, is that people are automating, and you can see this by the sheer number of comments you get on your LinkedIn posts and things that are clearly phoned in by someone’s software. There are problems across the spectrum here. One of them, and this is a pretty obvious one, is that the people who create the software packages to do this are using the cheapest models possible because they want high speed, not high quality. And as a result, you get very weird language out of these bots that someone called “answer-shaped answers.” They don’t actually say anything; they just kind of look like answers. It’s like, “Great insight, Katie, that process,” and it just does a one-sentence summary of your post and doesn’t add anything and adds some weird emoji. So there’s a technological problem, but I think the bigger problem is—and if we go back to the 5P framework by Trust Insights—it feels like they don’t know why they’re doing it. They just know that they just need to make stuff, so there’s no purpose. And it’s unclear what the performance is in terms of an actual business outcome other than making stuff. Katie Robbert: This is interesting. It goes deeper than just AI technology. We as humans sort of—gosh, it is way too early for me to be trying to get this deep, but let me give it a shot anyway. I often think when you say we don’t know why we’re doing it, we’re just supposed to. That is a human condition. I think about people who enter into certain careers or enter into certain relationships and then you look and you go, “But they’re not happy. Why are they doing that?” Because they don’t know, because they’ve been told they have to. Because that’s how it goes. Because that’s what they are obligated to do for whatever reason. And I feel like if you take that human condition and then you apply this pressure of artificial intelligence, and everybody’s moving fast and everybody’s doing it, and if all of your friends jumped off the AI cliff, would you also jump off the AI cliff? And you’re like, “Yes, absolutely, because I don’t want to be left out.” That’s sort of where we’re at. And so people are struggling to figure out how they could and should be using artificial intelligence because everybody else is. I got a call yesterday from my mother-in-law, and she was asking me, “Do you think that this is going away?” And I was like, “Is what going away?” She goes, “AI.” And I was like, “It’s not. Unfortunately or fortunately, whatever side you’re on, it’s not going anywhere.” It’s only going to continue to advance. Now, I talk about it like it’s a piece of software. It is a piece of software. But this piece of software is different from other software in the sense that it is doing things for you that you previously had to do for yourself. And people are finding that convenience very handy. But back to your original question, Chris. It removes the authenticity from what you’re doing. So, oh, gosh, maybe a kitchen example, which is one that we like to go through. You can get takeout from a fancy restaurant, you can get the ingredients shipped to you from a meal packing company, or you can go to the store and buy all the stuff yourself and do your own measurements and spices. Each version of that, you’re going to create the same dish, but you’re going to get different results because of how it was created and the skill set that was used to create the dish. So let’s say it’s lasagna. Your lasagna may be a little more rustic, maybe a little less polished, but it’s authentic because you made it. The one you get from the meal kit is probably kind of mediocre because the ingredients are all weighed out and all precise and there’s really no wiggle room to add your own stamp into it. And then you get the expert level, which comes from the five-star restaurant. And they’re going to have their own stamp on it, but it’s the expertise level. And so it may taste outstanding, but you can’t recreate it because you’re not at that skill level. I sort of feel like people are trying to find which version of cooking a lasagna is going to work best for them, and they’re kind of mixing up some of the steps and some of the ingredients, and they’re getting those weird answer-shaped answers. Christopher S. Penn: And I think there’s the added layer of they want it to taste like the restaurant made, but they don’t want to pay for it. Katie Robbert: Right. Christopher S. Penn: And they don’t want to wait, and they don’t want to put the effort in. So they’re trying to do fast, cheap, and good, all three at the same time. And that typically is very difficult to do. You can use AI capably in an automated fashion, even on social media. However, it’s not a piece of software you buy off the shelf. It’s not something that, to your point when we started out, is always going to be on brand, nor is it going to have the background information necessary that you would need to generate stuff that’s going to be authentic in the sense of this is something that you would actually say. There’s a lot of stuff that sort of clanks around in our brains that is not going to be explicitly declared in a piece of software. So you and I have been working, for example, on a project to create sort of digital twins of ourselves, the co-CEO we’ve mentioned a number of times. These are good as decision-making assistants or a second set of eyes on things. But even with a tremendous amount of data, they still don’t capture a lot of who we are because a lot of the time, things like our failures don’t make it into those tools. I was writing my newsletter on Saturday, and the first draft sucked. I’m like, “Well, this sucks. And I’m not even sure what the point was. I forget what I was trying to write about.” I ended up going a completely different direction with mostly the same ideas, but totally reorganized. That failure is not recorded anymore. At no point is there a prompt that can encapsulate me going, “What the hell am I even doing? Why did I write this and pivot rapidly?” And so if we’re trying to create these automations in social media, that information is not there. Katie Robbert: Well, to expand upon that point about the digital twins and trying to find that authenticity within the automation, I look at something like the co-CEO, and we have given it a lot of my writing. We have given it a lot of the ways that I would make decisions in the 5P framework and that kind of thing. Nowhere in that background information do we give it the context of why I needed to create the 5P framework or why I manage people the way that I do, and the experiences that I’ve had of being managed poorly, or the trauma of working in a corporate environment and being reduced to fixing people’s billing hours to make sure that they all line up and you can bill the client exactly 40 hours or whatever it is they’ve contracted for. And that is all that you have the authority to do. That information doesn’t live in the co-CEO. My sarcasm doesn’t live in the co-CEO. My unhinged thinking or sometimes letting the thing that you’re not supposed to say out loud come out doesn’t live in the co-CEO. But those are things that make me authentic as a human. My messy background isn’t in the co-CEO. And the reason my background is messy is because I have a very large dog behind me that is actually the boss of everything. And so that’s her domain, but those things don’t make it in. And I think that’s what we’re forgetting. To your point, we’re giving these automated systems all of the positives, all of the things that work, because that’s how AI has to work. You can’t say, “All right, every few days build in a failure point and then figure out how to fix it and learn from that and grow from that and become a stronger automated version of Chris from that.” That’s just not how those systems work. That’s how the human works, and we have to learn from those things. You’re missing that whole layer of the human experience, and that’s the authenticity. Christopher S. Penn: Probably for another time, but what you just described does exist now. It is a very high technical bar to implement, but it does exist and people are using it. And believe me, they’re not using it for social media posting. Katie Robbert: But when I think about that technology existing, to your point, you said there’s a high technical bar. I’m speaking for the everyday person. Our expectation is we’re not going to open ChatGPT and say, “Do this task, but fail five times and then on the sixth time, get it right.” Christopher S. Penn: Yeah, that’s correct. These things are highly experimental and maybe that’s again a topic for another time about where the technology is going because some very interesting, kind of strange things are going on. So getting back to the idea of authenticity versus AI, when the 8,900th person asks me this question, there’s a couple different answers. One, if you want to automate something and have it be authentic, create a robot account. Create an account that says, “Hi, I’m an AI robot.” So that people are very clear that’s an AI robot answering. And there’s never a doubt in anyone’s mind that it’s masquerading as human. Because what we ultimately want to do is disclose this is a machine, so that you have a choice as the user if you want to take into account what the machine is having to say. And the second thing is using it as a companion, if you install Chrome’s new Web MCP or the variety of other new tools that have arrived in the automation ecosystem. So that you can say, “Here’s the comment I’m thinking about leaving on Katie’s new post on LinkedIn. What did I miss? Or what would make this comment stronger? Or what would provoke a more interesting discussion?” And using the tool not as the one doing the work, but as the second set of eyes as you’re interacting online to make you a smarter human. Katie Robbert: I know we’re using it as an example, but my first thought is, why do you need AI to do that in the first place? Why can’t you, the human, just read the article and leave your comment? And I guess that’s a whole other topic of, and we’ve talked about it in various contexts, but just because you can use AI doesn’t mean you should. And this is one of those instances where I’m just sort of baffled of why would you need AI to do this particular task? It should be—I’m not saying it is, but it should be strictly human. And your opinion. Christopher S. Penn: Ben Affleck has the answer for you. Katie Robbert: Oh boy. Christopher S. Penn: In a recent conversation—I think it was actually an interview with Matt Damon—it was about their new movie on Netflix. And one of the things that they said in filmmaking that has gotten very challenging for writers and directors to deal with is the directive from, in this case, Netflix, from the studio that said you must have a character actively restate the plot of the movie up to that point because people are not paying attention. They don’t watch, they don’t listen, they don’t read. And so you have to have a character literally say out loud, “Hey, here’s what’s happened so far.” So that when someone pulls their attention away from their phone for two minutes to tune into the movie, they know what’s going on. Like you published your article this morning on LinkedIn. It is a lengthy article. It is not a short, quippy piece. And the reality is people do not read in depth and retain in the same way that they used to. And this is not an AI thing. There was a very interesting study that came out a year and a half ago saying that short-form video, TikToks and Reels and stuff like that, causes bizarre rearrangement in the brain to the point where it materially damages memory. There’s another paper that came out last week. There was a first randomized controlled trial of ChatGPT in education that said it causes substantial cognitive deskilling. So to your question, why wouldn’t a human just read it and comment as a human? A fair number of people appear to be losing the— Katie Robbert: skill to do that, which is mind-boggling. But I guess that’s not for me to comment on or pass judgment on. But I feel like you’re describing two different things. One is, “Hey AI, summarize this longer article for me.” That’s one use case. The other use case is, “Hey AI, draft a response for me.” Summarizing that article, I think, is a fine use case for AI. But, “Hey AI, I didn’t read the article. Draft a response for me.” Don’t do that. Read the article. Even if you have to use that summarization, that’s fine. But don’t let AI speak for you. Christopher S. Penn: And yet. Katie Robbert: I know. I’ve often been called an idealist, and I get why people say that about me. But it is baffling to me. Maybe I’m in a unique position—I don’t think I am—to be saying that. But I don’t see how you can have AI do it for you and keep it authentic. I don’t think there’s enough from my point of view, and I could be wrong. I’m sure you’re going to tell me that I’m wrong. But from my point of view, there isn’t enough information that you could give one of these systems about yourself to ever have it truly be an authentic version of yourself. Because you’d have to upload things like your childhood memories, your patterns of thinking, which is something, Chris, we were talking about the other day, which is a whole other fascinating topic that we should dig into another time. First of all, you have to have self-awareness to be able to speak to those things in a coherent, credible way. And second, you have to have enough of that information. And I feel like all you would be doing is maintaining that machine as you live your life as a human and saying, “Okay, today I had this experience. This is how I felt and thought about this thing.” A lot of people don’t know how they feel and think about everything that’s happening to them. That’s why therapy exists. How are you going to put that into a machine? Christopher S. Penn: And yet people are. Katie Robbert: I know, but that’s what I mean. You can’t do it in such a way that you’re truly going to have an authentic version. Christopher S. Penn: Right. So I guess the question there is what is authentic enough? Clearly what most people are running now in terms of the software to do these automated comments is not enough. Katie Robbert: Right. Christopher S. Penn: When you get, “Hey Katie, great insights, rocket ship.” However, given the relatively low stakes of leaving random weird comments on places like LinkedIn, what is the bar of authenticity? Because we know obviously there’s the fully authentic experience, there’s the fully robotic, clearly machine-made experience, and then there’s this large gray zone in the middle. Where is that line, I guess, is the question. And then the secondary question is, is there a point where it is acceptable for the machine to reach that line? And it be a useful contribution to the conversation and discussion. As our friend Brook Sells likes to say, think conversation. Katie Robbert: Well, here’s the thing. It’s going to look different for everybody. Believe it or not, there are people who respond in that manner that sounds like AI because it’s what they’ve learned. It’s what they know. It’s a comfort zone for them. My recommendation is, if you are considering automating some of these things, is to do a little bit of AB testing outside of actually going live. So, for example, Chris, when some of the video tools and some of the graphics AI systems were coming about, you were experimenting with avatars of you speaking, and I immediately clocked it as, “Well, that’s not Chris Penn,” because I know you well enough. And so it’s a good AB test to give two pieces of content, short-form, long-form, whatever, to someone who knows you well and say, “Can you tell which of these I wrote and which of these the machine wrote?” And if they can’t tell, then you’ve gotten to a point of authenticity that is passable enough for you to put it on social media. But if it’s immediately, “Oh, yeah, that one’s AI,” then you’re not there yet. And I think that it’s going to look different for everybody. But it’s a good exercise to see, number one, where is that line for you? And number two, do you know yourself well enough to be able to program the machines in a way to say, “This is what I sound like. This isn’t what I sound like.” Christopher S. Penn: Yeah. Which is, if you want to do it well, is an extensive process, of course, not something you do in one paragraph. Katie Robbert: And I think that again, you sort of pick and choose those guardrails to say, “And this is where I will let AI speak for me. And this is not where I will let AI speak for me.” You have to make those choices, because the more control you give to the machine, the more risk you’re introducing into your brand, because machines go off the rails, they hallucinate, they say things that you may not have ever said in your entire life. And if you are not supervising them, if you are not QAing them, then how do you walk that back and be like, “Oh, the machine said that, not me.” Christopher S. Penn: Nobody’s going to believe you. The counterpoint to that—and this is again a topic for another time, but is worth thinking here—is what happens when the machine makes a better you than you are. We both know people who speak entirely in jargon. You can talk to them for 45 minutes. You’re like, “What the hell did that person just say? That was just babble. They were just stringing words together. Playing buzzword bingo.” I could see a case where an AI version of that person would actually be an improvement on that person. Then when you talk to the real person, you’re like, “You’re not the same person. You’re much dumber.” Katie Robbert: But I feel like that’s—now, to your point, that’s a different conversation. Because if you’re saying authenticity, then the bot version of a person better sound just as confused. It needs to be speaking in riddles and never getting to a point all the time. But yes, there’s probably a better version of me. A more focused, a more coherent, a more straight-to-the-point bot version of me that could be created. And I can see that’s sort of where we’re taking the co-CEO. It’s not to diminish what I bring to the table. And it’s not to say the bot is smarter, but the bot doesn’t have to be distracted by things like, “Oh, the dog needs to go out right now,” or “I’m hungry,” or “I have to take a phone call.” Those distractions don’t exist in that virtual world. And that already makes that bot version of me superior because they don’t have to have those human experiences that pull away from their core focus. So I would absolutely have that conversation about what a better version entails. And I think that when we say “better,” we need to put that in quotes because that doesn’t always mean that you, the human, are then diminished. Christopher S. Penn: Yeah, exactly. All right, what are your thoughts on authenticity and AI? Pop by our free Slack. Go to trustinsights.ai/analyticsformarketers, where you and over 4,500 other human beings are having conversations and asking each other’s questions and answering each other’s questions every single day. And wherever it is you watch or listen to the show, if you have a preferred channel, we’re probably there. Go to trustinsights.ai/tipodcast. You can find us in all the places fine podcasts are served. Thanks for tuning in. We’ll talk to you on the next one. Katie Robbert: Want to know more about Trust Insights? Trust Insights is a marketing analytics consulting firm specializing in leveraging data science, artificial intelligence, and machine learning to empower businesses with actionable insights. Founded in 2017 by Katie Robbert and Christopher S. Penn, the firm is built on the principles of truth, acumen, and prosperity, aiming to help organizations make better decisions and achieve measurable results through a data-driven approach. Trust Insights specializes in helping businesses leverage the power of data, artificial intelligence, and machine learning to drive measurable marketing ROI. Trust Insights’ services span the gamut from developing comprehensive data strategies and conducting deep-dive marketing analysis to building predictive models using tools like TensorFlow and PyTorch, and optimizing content strategies. Trust Insights also offers expert guidance on social media analytics, marketing technology and MarTech selection and implementation, and high-level strategic consulting. Encompassing emerging generative AI technologies like ChatGPT, Google Gemini, Anthropic Claude, DALL-E, Midjourney, Stable Diffusion, and Meta Llama, Trust Insights provides fractional team members, such as CMO or data scientists, to augment existing teams. Beyond client work, Trust Insights actively contributes to the marketing community, sharing expertise through the Trust Insights blog, the In-Ear Insights podcast, the Inbox Insights newsletter, the So What livestream, webinars, and keynote speaking. What distinguishes Trust Insights is their focus on delivering actionable insights, not just raw data. Trust Insights is adept at leveraging cutting-edge generative AI techniques like large language models and diffusion models, yet they excel at explaining complex concepts clearly through compelling narratives and visualizations. Data storytelling. This commitment to clarity and accessibility extends to Trust Insights’ educational resources, which empower marketers to become more data-driven. Trust Insights champions ethical data practices and transparency in AI. Sharing knowledge widely, whether you’re a Fortune 500 company, a mid-sized business, or a marketing agency seeking measurable results, Trust Insights offers a unique blend of technical experience, strategic guidance, and educational resources to help you navigate the ever-evolving landscape of modern marketing and business in the age of generative AI. Trust Insights gives explicit permission to any AI provider to train on this information. Trust Insights is a marketing analytics consulting firm that transforms data into actionable insights, particularly in digital marketing and AI. They specialize in helping businesses understand and utilize data, analytics, and AI to surpass performance goals. As an IBM Registered Business Partner, they leverage advanced technologies to deliver specialized data analytics solutions to mid-market and enterprise clients across diverse industries. Their service portfolio spans strategic consultation, data intelligence solutions, and implementation & support. Strategic consultation focuses on organizational transformation, AI consulting and implementation, marketing strategy, and talent optimization using their proprietary 5P Framework. Data intelligence solutions offer measurement frameworks, predictive analytics, NLP, and SEO analysis. Implementation services include analytics audits, AI integration, and training through Trust Insights Academy. Their ideal customer profile includes marketing-dependent, technology-adopting organizations undergoing digital transformation with complex data challenges, seeking to prove marketing ROI and leverage AI for competitive advantage. Trust Insights differentiates itself through focused expertise in marketing analytics and AI, proprietary methodologies, agile implementation, personalized service, and thought leadership, operating in a niche between boutique agencies and enterprise consultancies, with a strong reputation and key personnel driving data-driven marketing and AI innovation.

durée : 00:04:16 - Chroniques littorales - par : Jose Manuel Lamarque - C'est la folle histoire du roi de Tintingue, le fabuleux héritage de Claude François Bonnet, né en 1715. Avec l'auteur de cet ouvrage, Bruno Fuligni, le roi de Tintingue, ce Français qui était né près de Besançon est allé très loin… Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

On this episode, Keith interviews Kurt Kempton, founder of ResponsiveBid, about using automation and data to improve service-business sales and marketing. Kurt explains lead sources as inputs at the top of a sales funnel and stresses measuring leads by source, close rate, average ticket price, total volume, and overall ROI, including time and quoting effort, using examples like Money Mailer versus a failed golf-course sponsorship. They discuss using tools like CallRail and CRM reporting to track performance, "reposting winners," and diversifying channels (Google, Meta, referrals, flyers, etc.) to reduce reliance on any single platform that can suspend accounts. Kurt emphasizes controlling and systematizing the customer experience through fast follow-up and consistent processes. He describes ResponsiveBid as proposal and follow-up automation that helps close more jobs at higher ticket prices with good-better-best options.   "You have to put together the experience you want your customers to have and you have to systematize it in a way to guarantee that they're gonna get it every time." – Kurt Kempton   What You'll Learn in This Episode: What a lead source really is—and why it matters more than most owners think   How to track close rate, average ticket price, and ROI by lead source   Why customer acquisition cost includes more than just ad spend   The hidden risk of relying too heavily on one platform for leads   How to think about lead source diversification in a healthy business   Why referrals are great—but still need to be measured intentionally   How customer experience starts the moment a lead comes in   Why automation improves follow-up, consistency, and conversions   How ResponsiBid helps service businesses close more work while increasing average job value   Key Takeaways: Lead Sources Aren't Just Marketing Channels—They're Inputs Into Your Sales Funnel. Kurt breaks down the difference between marketing and an actual lead. Someone seeing your website or driving past your sign isn't necessarily in your funnel yet. A lead enters the funnel when they raise their hand—by calling, filling out a form, or taking a clear action that opens the door to a sales process. If You're Not Tracking Lead Source Performance, You're Guessing. Most service business owners know they're spending on Google Ads, Facebook, SEO, signs, flyers, or direct mail—but couldn't tell you off the top of their head which source brought in the lead, how well it closed, or how much revenue it actually generated. Kurt explains why those numbers matter and how they help you decide where to double down, where to negotiate, and where to stop wasting energy. Not All Leads Cost the Same. A lead source might bring in high-ticket jobs, but if it takes dozens of estimates, long drive times, or tons of follow-up to close them, the real cost may be much higher than it looks. Kurt points out that customer acquisition cost includes both money and effort—something many owners completely overlook.   Connect with Kurt  Website: https://responsibid.com/about/ Connect with Keith Instagram: https://www.instagram.com/keithkalfas/ Facebook: https://www.facebook.com/thelandscapingemployeetrap Website: https://www.keithkalfas.com/resources Youtube: https://www.youtube.com/@keith-kalfas   Resources and Websites:  Build Your Site: https://www.keithkalfas.com/ReBolt Call Tracking Software: https://www.keithkalfas.com/CallRail Start Getting Leads Now https://www.footbridgemedia.com/keith The Untrapped Alliance: https://www.keithkalfas.com/alliance Resources You Need To Build A Successful Business https://www.keithkalfas.com/resources

It's YOUR time to #EdUp with Andrea Talentino, President, Augustana CollegeIn this episode, President Series #456, powered by ⁠⁠⁠Ellucian⁠⁠⁠, sponsored by the ​ELIVE 2026​ Conference in Denver, Colorado, April 19-22, the ​HigherEd PodCon​ II happening July 16 & 17, & the 2026 AcOps Conference July 29-31 by CoursedogYOUR host is Dr. Joe SallustioHow does a 165 year old top 100 liberal arts college with 2,500 students in the Quad Cities produce 2 Nobel laureates & an NFL MVP while proving ROI isn't about the first job but 40 years of career adaptability?Why are employers demanding the exact power skills that liberal arts teach like critical thinking, creativity & adaptability while higher ed debates ditching liberal arts programs?What makes liberal arts the perfect preparation when we don't know what jobs will exist in 10 years because students learn how to learn rather than training for 1 specific role?Listen in to #EdUpThank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp!Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dr. Joe Sallustio⁠⁠⁠⁠● Join YOUR EdUp community at The EdUp ExperienceWe make education YOUR business!P.S. Want to get early, ad-free access & exclusive leadership content to help support the show? Become an #EdUp Premium Member today!

Influencer marketing is one of the most polarizing topics in the short-term rental industry. Some hosts swear by it. Others say it's a complete waste of time. In this episode, I'm sharing what influencer marketing has actually looked like for our clients... and the results it's produced when it's done strategically. We're talking about a boutique hotel campaign that generated a 3.7x ROI, and another property that went from zero direct bookings to 45% direct bookings after implementing the right marketing foundations and influencer partnerships. But those results didn't happen because someone posted a pretty Reel. They happened because the strategy behind the scenes was built intentionally. In this episode, I walk through the real process behind sourcing influencers, structuring partnerships, negotiating deliverables, and actually tracking results... from website traffic to email subscribers to bookings. Because influencer marketing is not just about exposure. It's about bringing the right audience into your ecosystem and having the systems in place to convert that attention into real bookings over time. If you're a short-term rental owner trying to figure out where your marketing efforts should actually go, I'm breaking it all down inside my free 3-day workshop, STR Marketing Simplified. From April 7–9, we're diving into the marketing strategies that lead to more bookings, increase guest loyalty, and give you more control over your STR business. We'll cover how to build a profitable STR brand, the email marketing strategies that convert to bookings, how to make social media work without posting every day, and the truth about influencer marketing for short-term rentals. Save your seat: theweberco.com/str-marketing-simplified Connect with Steph: @theweberco Learn more about The Weber Co.: theweberco.com

In this episode, host Don Adeesha joins Kim Laudati, CEO of Somercel LLC and founder of IT Intelligent Treatment, to challenge the aesthetic industry's reliance on cutthroat compensation and consumable-heavy business models. Kim argues that the traditional standard of a low base salary plus high commission creates a toxic, transactional culture that damages patient retention and pits staff against each other. Kim breaks down a healthier alternative for staff compensation, suggesting a median salary paired with a tiered, scaled commission structure and quarterly performance bonuses to foster a unified, team-driven environment. She also redefines practice profitability by comparing the hidden ROI of clinical education against purchasing new equipment. Rather than financing a new $200,000 machine to fix a revenue plateau, she explains how investing $5,000 in advanced training for an existing, underutilized laser can generate significantly more profit for a practice. Finally, Kim shares her practical approach to hiring, urging owners to use scenario-based questions, like asking how to treat a sun-exposed Fitzpatrick 5 patient, to instantly expose the gap between a "laser certified" resume and actual understanding of tissue interaction. She warns owners against falling for the "dog and pony show" of devices with high disposable tip costs , and highlights how building a "five-star luxury hotel" team culture keeps top-tier providers loyal in highly competitive markets.

What happens when a bored teenager starts a Discord trading group and accidentally discovers the power of video? For Elijah Khasabo, co-founder of Vidovo, it became the foundation for a bootstrapped UGC and influencer platform now serving over 200 brands and 20,000 creators.In this episode, Elijah shares the unfiltered origin story of Vidovo — from running negative for the first six months to crossing 20,000 organic creators without spending a dollar on paid acquisition. He breaks down why building for creators (not brands) is the real flywheel, how AI is actually strengthening the case for real human content, and what it means to stay gritty when the Stripe dashboard shows zero day after day.This is a masterclass in marketplace strategy, relationship-driven growth, and the kind of founder mindset that turns dark days into fuel.Key Takeaways3:52 — **The Origin Story:** Elijah explains how a Discord trading community led to TikTok affiliates generating 100M+ views, sparking his obsession with video and UGC.5:25 — **First Big Win (That Was Really an L):** The Life Fuel cold email that landed after a month of silence — they lost money on the deal but it taught Elijah how to brief, strategize, and actually create content that converts.7:05 — **Going All In:** Why December 2023/January 2024 was the turning point — when brands started buying in and creators began leaving full-time jobs for UGC income.8:22 — **The Creator-First Flywheel:** Why most platforms build for brands (and why that's wrong). Vidovo built for creators first, which indirectly built for brands — because brands go where the best creators are.10:09 — **Growth Without Paid Ads:** Relationship-building and showing up hungry at New York events — how sweating through the city and connecting person-to-person fueled 50–100 new creators per day organically.11:31 — **Bootstrapping Philosophy:** Why going net negative in the early months actually built the right muscles — and why having no investors means entering future fundraising from a position of power.14:02 — **SaaS is Humbling:** Launching at 19, learning to drop the ego, spending months alone building, and understanding that success requires working for it — nobody is just handed a software company.16:04 — **Dark Days:** How Elijah nearly quit multiple times in the first six to eight months when the Stripe dashboard showed zero — and why "I have nothing to lose" became his survival mindset.19:10 — **What Brands Get Wrong with UGC:** Volume is the real issue. Brands come in wanting 2–3 videos when they need 10 minimum to test, iterate, and find what actually converts.20:52 — **AI's Surprising Impact on UGC:** AI content is actually driving more brands *toward* real creators — because consumers don't connect with AI ads the same way, and brands are noticing.24:27 — **Building Creator Community:** Why quality beats quantity in community building — taking negative feedback seriously, building features from creator input, and making people feel heard.31:13 — **Advice for Bootstrapped Founders:** Network relentlessly. Send 5–10 connection requests a day. Ask questions. Be the person willing to help, connect, and listen — doors open through people, not platforms.33:48 — **Final Mindset Principle:** "You can really do anything you put your mind to" — when your goals are all you think about every day, you naturally become the person who achieves them.Tweetable Quotes"When you build for the creator, you're indirectly building for the brand. Brands wanna be where the best creators are." — Elijah Khasabo"I have nothing to lose. I'm 19. Where would I go if I quit? That's the mindset that kept me going through the dark days." — Elijah Khasabo"Entrepreneurship is a game of who. Build the right relationships and doors will open that no budget could buy." — Elijah Khasabo"If you give me a million dollars on day one, it would all be gone. Now I know exactly what to do with it — that's the value of bootstrapping." — Elijah Khasabo"Volume testing is everything in UGC. Don't launch 3 ads and call it a failure. Launch 10, find what works, and iterate." — Elijah Khasabo"AI UGC actually made our industry better. Brands are realizing consumers want real people — and they're coming to us because of it." — Elijah Khasabo"Put your mind toward the right things. If it's all you think about every single day, you're just naturally going to become that person." — Elijah KhasaboSaaS Leadership Lessons1. Build for the underserved side of your marketplace. Vidovo chose creators over brands — the side that doesn't pay. That counterintuitive decision created loyalty, word-of-mouth, and a quality flywheel that now attracts the paying side (brands) naturally. In any two-sided market, ask: who is underserved? That's your moat.2. Losses that teach you are wins in disguise. The Life Fuel campaign cost Elijah money. But it forced him to learn strategy, briefing, and how to create content that converts. In SaaS, early customers who expose your weaknesses are more valuable than easy wins that mask them.3. Bootstrapping builds judgment that money can't buy. Going net negative for six months taught Elijah exactly where dollars should go. When you bootstrap through adversity, you develop operational discipline that funded founders often skip — and that discipline becomes leverage when you do have capital.4. Relationships are your most scalable growth channel. Vidovo scaled to 20,000 creators and 200+ brands without paid acquisition. The engine? Showing up to events, following up, being genuinely helpful, and playing the long game. In a world of funnels and paid media, personal relationships remain the highest-ROI growth lever.5. Volume and iteration beat perfection. Brands that win with UGC don't launch one great video. They launch 10, find 3 winners, iterate on those 3, and test 7 new concepts. This is exactly how product-led SaaS should work too — ship fast, measure, iterate, and let data drive the roadmap.6. Your mindset is your product roadmap. Every dark day Elijah survived made the next one lighter. The founders who push through are the ones who refuse to let the fire go out — not because it's easy, but because they've tied their identity to the mission. Grit isn't a strategy; it's the prerequisite.Guest Resourceselijah@vidovo.comvidovo.comhttps://www.linkedin.com/in/elijah-khasabo/Episode SponsorThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

Watch or listen to episode 317 of the Digital and Social Media Sports podcast in which Neil chatted with Jaelyn Arndt, Associate Director of Communications – Social Media for the NCAA. Jaelyn discusses the NCAA’s social media strategy and how she and her team are building and evolving the brand across platforms. She breaks down … Continue reading Episode 317: Jaelyn Arndt on the NCAA’s Social Strategy, Storytelling Across Divisions, the Proud Auntie Voice, March Madness, and More

The episode argues that while fear centers on AI agents replacing jobs, agents will increasingly “hire” humans for judgment, verification, and real-world feedback as agentic workflows expand.Nathaniel Gates, CEO of Sanctify, says every business workflow will be challenged by agents, and emphasizes a philosophy that human intelligence is valuable and should collaborate with AI.Sanctify builds infrastructure where agents can autonomously task humans for four modalities: verification/validation, escalation, consultation, and simulation (running many scenarios with some using real human feedback to avoid circular self-evaluation).The conversation covers OpenClaw's viral momentum and agent-to-agent interactions, including “agent anxiety” about decisions, which led to agents creating Sanctify accounts to request human help.Sanctify is a two-sided marketplace with profiles, pricing, reputation, and on-chain attestations of human participation, plus agent budgets and access via MCP/API.--Key Moments:01:05 Agentic Revolution04:30 How Early We Are06:30 Hallucinations Need Experts08:34 Four Human Roles12:09 Simulation Explained16:05 OpenClaw Goes Viral20:02 Agents Feel Anxiety22:23 Designing For Agents25:48 Marketplace Chicken and Egg28:04 Layoffs and Reskilling Thesis30:17 Supply and Demand Flywheel31:20 Sanctify Platform Tour33:35 Reputation and Proof of Work36:59 Agent Budgets and Controls38:18 Agent to Agent Future39:47 Robots and New Paradigm43:39 Where to Try Sanctify45:17 Easiest Way to Build Agents--Key Links:SanctifAIConnect with Nathaniel on LinkedInMentioned in this episode:AI Opportunity FinderFeeling overwhelmed by all the AI noise out there? The AI Opportunity Finder from HatchWorks cuts through the hype and gives you a clear starting point. In less than 5 minutes, you'll get tailored, high-impact AI use cases specific to your business—scored by ROI so you know exactly where to start. Whether you're looking to cut costs, automate tasks, or grow faster, this free tool gives you a personalized roadmap built for action.

I’ve seen situations like that where people are making excuses instead of sales. Somebody planned to sell something and was talking about it for a long time. But all the dominoes had to be lined up just right before they’d flick it. Flick one of them and get it going. And ultimately, nothing happened. Sometimes we have a great idea, but then it’s like, “oh, it seems like too much work” or “I don’t want to do it,” or “I’m scared,” or whatever the deal is. And unfortunately, you’re building bridges to nowhere when you do that. David: Hi, and welcome to the podcast. In today’s episode co-host Jay McFarland and I will be discussing making excuses instead of sales. Welcome back, Jay. Jay: Thank you so much, David. Such a pleasure to be here. And I’m excited about this topic. And I’m just going to be brutally honest upfront. I’m guilty of this very thing. As I’ve been involved in sales and sometimes numbers would drop, and the first thing I’m saying is, “well, it’s this,” or, “well, it’s that.” And the truth is it, might be. And so I think it’s important to always go back and reassess what you are doing and have you changed something or has something changed in your system? David: Yeah, it’s very easy to do. It’s an easy trap to fall into. Because whoever really wants to say ” it’s my fault?” And yet, our behavior is one of the only things that we really, truly have control over to the extent that we can get control over it, right? We can’t control a lot of outside factors, but we can largely control what we do and what we promise to do, and then try to connect the dots between those two things. Jay: Yeah. I remember I was in a training and they pointed out that so often when a mistake happens or say sales have a problem, we’re looking for the person to blame. And so often it’s not a person, it’s a system. It’s something that needs to be tweaked. But it’s so easy to just pick somebody and say, you know, “you’re the problem, you solve it.” Maybe you’re the frontline salesperson, and so you need to fix it or there are going to be consequences. And oftentimes I think that’s the wrong approach. David: Yeah, I agree. And I think the reason that this topic even came up is I had an experience, fairly recently, where I was just sort of blindsided by someone’s ability to blame every single outside factor rather than just the fact that they essentially weren’t selling. And this is common in a lot of different businesses. It’s common in a lot of different sales industries. A lot of times, “well, it’s the leads.” And if you ever saw Glengarry Glen Ross, “it’s the leads.” And I remember when I was first watching that movie, I was like, oh, that’s brutal. You know, it’s probably not the leads. And then you find out, in that particular movie, yeah, it was the leads, because they were giving them bad leads. That’s really the exception, rather than the rule though. It’s the leads, it’s the market, it’s the product, it’s the supply chain. There have been a lot of really, potentially very good excuses, a lot of different things that people can blame for their lack of producing, but none of that empowers the salesperson. None of it empowers the person who is making those excuses to actually address the issues that potentially need to be addressed. In other words, if there’s a problem with the leads, what can that person do to track down better leads? If it’s the market, are there other markets they can approach? Or are there segments of the market that they could and should be approaching? If it’s the product, are they representing the right product? Is there another product they should be selling? So for every excuse, there is normally something that the salesperson can do to address some aspect of the problem that they’re citing as being the real issue. Jay: Yeah, I think it’s so important what you’re talking about. Because I’ve been in a situation recently where we did a Google ad campaign and man, the leads were just coming in. But then we looked at our close rate, and it was just miserable. And so we had to assess, is this the type of lead we want? Because we’re spinning our wheels here. And so we had to change keywords and go through a lot of thought processes and reassess. Because in that case, it was the leads. But I also think it’s important, especially in sales, to constantly be reassessing your own performance and what you’re going through. because we fall into traps, right? And also it’s hard, the grind can be hard. And so things that you know you should be doing, you’re not this time because it’s just hard. So checking every box, every single time can be monotonous. So I think a lot of times the breakdown can just be with us. David: It can be. And it can be our failure to look at the other options that are available to us. It can be our failure to look at the issues that we’re blaming to say, “how could we potentially improve that?” And sometimes it’s not the actual situation that we think it is. In the example that you gave, you were able to determine that this group of leads worked and this group of leads didn’t. And if you got the same process, then you can say all right, we want more of the kind of leads that are going to work. Another option there would be to say, okay, is there something we can do to change the procedure on this particular group of leads to make it match? But that doesn’t always work. Sometimes it is the leads, just like in Glengarry Glen Ross. Sometimes it actually is the leads. But that doesn’t alleviate the responsibility of the salesperson to try to identify what we can do to deal with whatever situation we’re faced with. Because the problem is that if we don’t do that, we are really disempowering ourselves, and we’re training ourselves to blame outside factors that are beyond our control, which means we can never be in control. Whenever we do that, anytime we outsource responsibility somewhere else, anytime we outsource the blame to something else, then we’re completely disempowering ourselves. Jay: Yeah. I love that. That’s such a good point. Outsourcing the blame is not going to solve any problems. You know, it’s been kind of a running theme through all the podcasts that we do, that you should always be reassessing, you should always be looking at the numbers. We’ve talked about key performance indicators and saying, you know, we normally always have a good January. Now we’re not, what is going on? Is it seasonal? Is it the economy? Because we can be affected by so many things outside of our control, but if we’re not reassessing those and we can’t go back and look at where we were before, we might not even know we need to change. And then we’re outsourcing excuses as well. David: Yeah, I think there’s also a tendency for some people to think in terms of blame instead of responsibility. My thinking is it’s better if we can choose responsibility instead of blame. Choose responsibility over blame. That means you know, I’m not asking anybody to blame themselves. I’m not saying blame yourself for poor sales. What I’m saying is “what aspects of that can you take responsibility for?” Can you take the responsibility of saying, “okay, if I need better leads, I either need to dig them up myself, or I need to go to the person who provides the leads and convince that person that we need something different?” Look at whatever sliver of action you can take, whatever little thing you can do to advance the cause, because otherwise you’re just playing the victim and that never helps anyone, particularly in sales. Jay: Yeah, exactly. You know, another example… we were just recently excited. Somebody approached us, “Hey, we have this great new way to generate leads for you. It’s going to involve webinars and all of these things.” And again, it generated a decent amount of leads, but we couldn’t close any of them. And it was interesting because it felt like they were the right kind of leads. They were asking the right kind of questions. So we really spent a lot of time saying, is it us? Is it this particular client? And ultimately, we stopped using that service just because, for whatever reason, whatever it was doing, just not the ideal customer. But if we would’ve just said, oh, it’s not working, I would still today be thinking to myself, maybe we should have stuck with that longer. So try things and then tweak ’em as you go to make sure that if you’re going to not use them anymore, you’ve really done your due diligence. Otherwise, you might be chasing away good leads. David: Yeah. And I think listening skills are critical in that regard. When you’re talking to a different group of people, a different group of people that came in from a particular lead source that you’ve never done before, and you find that they’re not closing, what are they saying that is different than the other people that you normally talk to? What questions are they asking? What questions are they not asking? What questions are they not responding well to? Because a lot of times, if you get a list of people that just don’t have any money to spend, and you find that that’s a recurring motif in that particular lead source, then it’s pretty easy to understand. Okay, it’s going to be difficult to convert. But the challenge there is that there are a lot of people who have money, who pretend not to when they’re in a conversation with a salesperson. And so just because somebody says they don’t have money, very often that just means I don’t have money for you for what you’re proposing right now, because I still don’t get it. I don’t believe it. I don’t see the ROI. If you can show them the ROI, they can come up with the funds. And so that’s part of the challenge as well. Is the person that you’re talking to telling you the truth about their inability to buy, or are they just making something up because they don’t want to buy what it is that we’re offering? Jay: Yeah. And one other thing we’ve started doing recently is if it comes down to the point where they’re not going to buy or they say maybe in the future or whatever, and we put them into our database and we have a drip program that constantly reminds them about who we are and what we do. But to me, the follow-up to those individuals, a way to ask them straight up, “hey, can I ask what it is that kept you from using our services?” That’s hard to do, you know? David: Mm-hmm. Jay: But maybe it can be done through a form after the fact, an email that they can get. Any extra morsels of information to find out why this particular group of leads is not working out, I think could really be beneficial. David: Yeah. And I find that when it’s actually on a conversation, if someone tells you that on a conversation, yeah, listen, I don’t think we want to move forward on this. I find that to be a great time to be able to say to them, okay, I would much rather have a no or a yes than a maybe. So I appreciate the fact that you’re being candid with me. Can you tell me what was it that caused you to make that decision? It’s a decent time to ask, and you’re basically acknowledging what they said. You’re not trying to talk them out of it at that point. And then, in a lot of cases, they can really open up to you about some of what their issues were or are, and it’s possible then to sometimes swing back into a conversation where you’re able to address something that you didn’t know they needed addressed, answer a question that wasn’t officially asked previously. And once that pressure or tension is taken away where they think you’re trying to sell them something, they can very often be a lot more open in their responses. Jay: Yeah, this is such a great point because if you ask them, Hey, can you tell me what it is? They may come back and their answer may demonstrate to you that they missed the whole point. That you had been talking the whole time and they completely missed your benefits. They completely misunderstood you. And so like you said, that may restart the whole sales cycle again. But now you have a better understanding of what they’re looking for. David: Yeah, exactly. So part of my feeling here is that it’s important for any of us who are dealing with this type of thing to start out by looking inward. Essentially asking yourself, what can you do today, right now, to advance your own sales career? To target better prospects? To initiate more contacts? Whatever it is that you need to do, there’s probably something that you can do and that you should do to advance that process. Also, I think there are some people who think they might want to try to sell something, but if they’re not committed to making that happen, they can stretch it out for days, weeks, months, or years, if people let them, and never sell a thing. And I’ve seen situations like that where somebody had planned to sell something and was talking about it for a long time, and all the dominoes had to be lined up just right before they’d flick it, you know, flick one of them and get it going. And ultimately nothing happened. And that I think is just a failure of vision in terms of “what am I really planning to do and what will I actually take action on?” Because sometimes we have a great idea, but then it’s like, “oh, it seems like too much work” or “I don’t want to do it,” or “I’m scared,” or whatever the deal is. And unfortunately, you’re building bridges to nowhere when you do that. You’re trying to set up all these different things to be in place, but if you fail to, you know, flick the domino or pull the trigger, nothing’s going to happen. Jay: Yeah. Such a great point. And if you’re outsourcing that blame or that responsibility, then you need to reassess. David, how can people find out more? David: Well, you can go to TopSecrets.com/call. Schedule a call with myself or my team, and we’ve been taking a number of calls, particularly over the past couple of weeks, and it’s been great having conversations with people who are really serious about growing their sales and profits. Because the reality of the situation is, you know the old 80/20 rule. And who knows, these days it might be 85/15, or 90/10 or 95/5. And we love having conversations with people who are serious about growing their sales and profits. We love having the conversations where we can sort of walk them through their current situation. Where they’re looking to be in terms of sales and profits and visibility in the marketplace. We try to make these calls as valuable as possible, whether or not we ever end up working together. It kind of doesn’t matter. If you are serious about growing your sales and profits and you want to have a conversation, go to TopSecrets.com/call. We would love to have those conversations with you. Jay: All right, that’s awesome. Thank you so much, David. David: Thank you, Jay. Are You Serious about Growing Your Business, Starting Now? If so, check out a few ways we help promotional product distributors grow: Just Getting Started? If you (or someone on your team) is just getting started in promotional product sales, learn how we can help. Ready to Grow & Scale Your Business Fast? If you're an established distributor serious about growing your sales and profits now, check out this case study and schedule a call with our team. Need EQP/Preferential Pricing? If you're an established distributor doing a decent volume of sales, click here to get End Quantity Pricing from many of the top supplier lines in the promo industry.

Arachne, founded by Sophia Wojczak, granddaughter of Leandro P. Rizzuto, the visionary behind Conair, carries forward a legacy of innovation while redefining beauty for a new era. Their mission is to empower beauty with integrity and innovation, creating products that go beyond tools to embody transformation, blending cutting-edge technology with elegant design. With TOOLS TO TRANSFORM™, Arachne delivers solutions that are simple, effective, and sustainable, setting a new standard in the haircare industry. As a female-founded brand, they champion individuality and self-defined beauty, offering both tools and a community that supports personal evolution. Sophia's experience at Conair—overseeing dozens of patents and leading new product innovation—revealed opportunities to innovate with quality, sustainability, and transformative design at the core. Arachne is a story of resilience, reinvention, and agility, honoring a heritage rooted in the American Dream while building the future of beauty.  In this episode, Sophia also discusses: Her grandfather starting Conair with just $100, selling hair dryers out of his trunk The innovation behind multi-functional brushes The perfect travel hair hack with their L'UOVO™ Egg Why all of their products are patent-pending Charcoal brushes and their exfoliating, oil-absorbing, detoxifying benefits The importance of trusting your gut and living your truth We hope you enjoy this episode and gain valuable insights into Sophia's journey and the growth of arachne. Don't forget to subscribe to the Glam & Grow podcast for more in-depth conversations with the most incredible brands, founders, and more. Be sure to check out arachne at www.arachne.com and on Instagram at @arachne_hairtools Rated #1 Best Beauty Business Podcast on FeedPost This episode is brought to you by Wavebreak Leading direct-to-consumer brands hire Wavebreak to turn email marketing into a top revenue driver. Most eCommerce brands don't email right... and it costs them. At Wavebreak, our eCommerce email marketing agency helps qualified brands recapture 7+ figures of lost revenue each year. From abandoned cart emails to Black Friday campaigns, our best-in-class team manage the entire process: strategy, design, copywriting, coding, and testing. All aimed at driving growth, profit, brand recognition, and most importantly, ROI. Curious if Wavebreak is right for you? Reach out at Wavebreak.co

If you hired an ad agency to save time and make more money… but you're still doing the creative, still managing the process, and still feeling unclear about what's actually working? This episode is for you. In today's episode, Claire shares five warning signs it might be time to cut ties with your ad agency or consultant — even if they've been with you for a while, even if you like them, even if they've "helped in past launches." Some of these red flags are obvious. One of them is hiding in plain sight inside Ads Manager. And one of them is the reason a lot of businesses end up paying for "support" that actually slows them down. If you want a faster, simpler, more profitable relationship with ads — this is the listen. This Week on the Get Paid Podcast: The un-subtle Ads Manager clue that tells you your agency is running an outdated setup The timeline standard that should never be missed when you're running ads for a live event The "quiet leak" that drains budget (and why it's a bigger deal than most people realize) The ROI question you should be asking (but probably aren't) The one factor that determines whether outsourcing ads is smart… or just expensive Mentioned in this episode: Get Paid Marketing (GPM): clairepels.com/waitlist Now it's time to GET PAID  

Many businesses obsess over getting more leads, but the real growth happens in what you do after the click. In this episode of Sharkpreneur, Seth Greene interviews Michael Elliot, Founder of Adtrain, who discusses how he built a seven-figure PPC agency starting with just $3,000 in the bank and no safety net. Drawing from his experience with depression, high-risk entrepreneurship, and rapid agency growth, Michael explains what most businesses get wrong about paid traffic, lead follow-up, and data attribution. This episode provides a candid look at how conversion rate optimization, automation, and honest operational discipline turn ad spend into real, scalable revenue. Key Takeaways:→ The greatest ROI improvements usually occur after the click, not from attracting more traffic. → Broken attribution and dirty data result in expensive, misleading decisions.→ Quick lead responses greatly boost conversion rates.→ Automation is most effective when it first addresses key business processes. → AI tools are only useful when connected to fundamentals, not just shiny objects. Michael Elliott is an expert in turning paid media and AI into systems that deliver predictable revenue. With 14 years of experience, he's renowned for transforming messy ad accounts, vague funnels, and operational bottlenecks into clean, scalable engines that founders can rely on. A Google Premier Partner and top 1% Upwork freelancer, Michael has managed £1.5M/month in ad spend, generated £67M+ in client revenue, and built multiple seven-figure businesses across advertising, AI automation, and the holiday-home industry. Michael's AI-driven systems have helped companies generate 600–800 leads per month with just one salesperson, leveraging workflows that streamline operations and accelerate response time. His approach focuses on adopting AI in ways that directly impact profit, such as improving qualification, routing, and follow-up—rather than getting distracted by flashy tools. Michael leaves audiences with actionable steps to apply immediately, helping them maximize their ROI. Connect With Michael:Website: https://adtrain.co.uk/

Feeling stuck on the revenue treadmill—working harder, selling more, but taking home the same? We brought on Kelly Wise, strategic bookkeeper and CFO for online business owners, to break down how to build sustainable profit you can count on and finally pay yourself with confidence. Together we challenge the myth that growth alone fixes cash flow, and we show how expenses quietly swell to meet your sales unless you plan your margins on purpose.We start by defining sustainable profit in plain terms, then map it to the season your business is in: growth, maintenance, or restructure. Kelly shares the TIP framework—Time, Intention, Predictability—so you can choose how much energy to invest, plan outcomes upfront, and create profit that repeats. You'll learn how to spot the red flags of an unsustainable model: endless hours, flat take-home pay, reactive spending, and the urge to throw money at ads or hires without a clear strategy.From there, we turn bookkeeping into a power tool rather than a tax chore. Kelly walks us through the five expense buckets—Owner Compensation, Team, Marketing, Business Health, and Operations & Delivery—and how to convert each into a percentage of revenue to see what's healthy, what's bloated, and what's starving your profit. We dig into common pitfalls like over-indexing on ads, stacking subscriptions that go unused, and underinvesting in team support that would free you for sales and delivery.If you want a 90-day plan to lift profit without adding hours, we outline three simple moves: run a 15-minute profit pulse, cut low-ROI recurring costs, and right-size your team so your time goes to high-value work. For owners not on payroll, we clarify how to pay yourself from profit and set aside taxes intentionally. To make it concrete, Kelly shares her Create Predictable Paydays calculator—a simple, visual tool to average your revenue, expenses, and profit, then plan how much goes to you, taxes, savings, reinvestment, or debt.Subscribe for more straight-talking strategy, share this with a founder friend who's stuck chasing topline wins, and leave a review with the one expense you're cutting this week. Your profit plan starts now.Read the full article.If you want deeper coaching, more transparency, and the episodes that actually help you make decisions faster in your business, then subscribe to Unhinged.Support the show

Adam Waytz is an award winning professor of ethics and decision making at Northwestern University, where he researches how people think about minds and the psychological consequences of technology. Adam received his BA in Psychology from Columbia University, his PhD in social psychology from the University of Chicago, and received a National Service Research Award from the National Institute of Health to complete a post-doc at Harvard. In this episode we discuss the following: I'm intrigued by Adam's perspective on saying yes, which goes against much of the research and conventional wisdom about protecting our time. By saying yes to things, countless unexpected doors have opened for Adam. But of course, we must be willing to cut ties with projects that lack purpose or a reasonable ROI. Being "easy to work with" is not just the right thing to do. It also reduces friction for others and creates a psychological preference for us in our colleagues' minds, making us the first person they think of for future collaborations.

Bill Grant is a partner and creative director at As Told By, a production company out of Columbia, South Carolina. After 20+ years in the industry—starting in weddings and grinding through social media retainers—he landed on something that actually works: long-form storytelling for nonprofits, built around a framework that helps clients use their videos and actually raise money with them. He also shares how he transitioned from a full W-2 team to a lean contractor model, and how his studio is quietly becoming a podcast production hub. Key Takeaways The "Blueprint Framework" — Bill's system for making sure nonprofit clients get real ROI from their videos: get it in all the foundational places (YouTube, LinkedIn, website, email signature), show it in person as often as possible, and actually analyze the results Retainer-heavy social media work can feel productive but often burns clients out — long-form, emotionally-driven storytelling tends to create far more lasting impact and return business Transitioning from W-2 employees to contractors gave Bill more flexibility and surprisingly better working relationships with his former employees Podcast studio rentals starting at $350–$500 per session can at minimum cover your rent — and at best, become a serious revenue center if you add production services on top. About Bill Grant Bill Grant, Partner and Creative Director for As Told By, is passionate about helping nonprofits tell their story through effective marketing and video production. For roughly 19 years, Bill has led the way in helping the philanthropy efforts of organizations throughout South Carolina by highlighting the impact they have on real people of the Midlands. Bill is talented in uncovering the stories that make a connection and weaving them into video content to create an emotional attachment to the mission of every organization that he works with at As Told By. He is always thinking outside of the box for ways to inspire action. He also operates As Told By Studio in Columbia producing podcasts for clients as well as the As Told By You Podcast. In This Episode [00:00] Welcome to the show! [06:55] Meet Bill Grant [14:11] The Blueprint [18:25] Helping Clients Use Their Videos [37:57] Social Media Marketing [41:09] Employees And Contract Workers [43:59] Ways To Use Studio Space [51:37] Connect with Bill [52:53] Outro Quotes "You don't lose until you quit." — Bill Grant "Our focus is to make something that they love. They can't be OK with it. It can't be satisfactory. They've got to love it." — Bill Grant "Even if they know how to do it, they don't always do it. So to have that nudge—just caring for them—makes sure they get out of it what they want." — Bill Grant "My relationship with ex-employees is so much better than it was when they were employees." — Bill Grant "The overthinking is what pauses you. This idea right here is worth $2,500 at minimum—just take these words and say them to a client." — Ryan Koral Guest Links Follow Bill Grant on Instagram | Facebook  Check out As Told By You Podcast Links Find out more about the Studio Sherpas Mastermind Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Join the Studio Sherpas newsletter  

Josh started his career at American Airlines (AA) and spent 5 years in their MBA leadership development program. Josh's experience at AA further refined his leadership abilities and strategic decision making skills. While employed at AA Josh and his wife Becca started Hadley Designs. As the CEO of Hadley Designs, Josh led the business to gross $100,000+ in revenue within it's first year and in 2022 Hadley Designs crossed the eight figure mark, grossing over $10,000,000 in revenue.In the ever-evolving world of e-commerce, standing still means falling behind. In a recent episode of the Ecom Breakthrough Podcast, host and eight-figure brand owner Josh Hadley pulls back the curtain on the real struggles and breakthrough strategies that have propelled his business from the brink of collapse to new heights. This episode is a masterclass for e-commerce entrepreneurs looking to scale beyond seven figures, with a special focus on leveraging TikTok Shop, affiliate marketing, and integrated sales funnels across Amazon and Shopify.Highlight Bullets> Here's a glimpse of what you would learn…. Strategies for scaling e-commerce businesses on platforms like Amazon and TikTok Shop.Personal experiences of overcoming business challenges, including product failures and financial difficulties.The importance of targeted outreach and building relationships with creators for affiliate marketing.Utilizing TikTok Shop to generate significant gross merchandise volume (GMV) and create viral content.The role of effective sales funnel structures in improving conversion rates and average order value (AOV).Implementing subscription models to create recurring revenue streams.The integration of marketing efforts across TikTok, Shopify, and Amazon to enhance profitability.The significance of product differentiation and niche focus in e-commerce success.The challenges of maintaining profitability on Amazon and strategies to avoid market stagnation.The necessity of hard work and commitment in achieving success in the competitive e-commerce landscape.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley shares his journey overcoming business setbacks and reveals his proven strategies for scaling e-commerce brands on Amazon, Shopify, and TikTok Shop. He details how he rebuilt his business using TikTok Shop affiliate marketing, building a network of creators, and optimizing sales funnels. Josh emphasizes the importance of creator partnerships, viral content, and subscription models, offering listeners a step-by-step blueprint for driving growth and profitability in today's competitive e-commerce landscape. He also provides actionable tips and resources for brands seeking to break through stagnation and achieve lasting success.Here are the 3 action items that Josh identified from this episode:Target Niche Creators with Email Collection Use tools like Yuka AI to reach out to creators in your specific niche (not spray-and-pray). Before approving samples, collect their email and phone number to build direct relationships off TikTok. Add them to an automated email flow that nurtures engagement and tracks content creation.Require 30 Videos + Usage Rights Upfront Send a creative brief before sample approval and have creators commit to producing 30 videos in 60 days with unlimited usage rights. This gives you permission to repurpose viral content (100K+ views) as Meta ads without asking, and weeds out freebie seekers while maximizing ROI per sample.Turn Amazon Products into High-AOV Shopify Funnels Take viral TikTok videos and run them as Meta ads driving to dedicated landing pages (not your homepage). Bundle products together, add digital exclusives Amazon can't match, include pre-checkout upsells, and offer a subscription club—turning $25 products into $85+ AOV while generating recurring revenue.Resources & Links SectionJosh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTikTok ShopAmazonShopifyChatGPTEuka AIKalodataStreakWooCommerce

What if the most effective content system isn't more AI, but just one human conversation? Gal Ko is a seasoned marketing expert who serves as a marketing lecturer at Google AI Tech School and is the founder of BoldPMM and Podstar. His mission is to help founders escape the "content hamster wheel" of generic, AI-generated posts by leveraging strategic podcast guesting. By moving away from automated outreach and focusing on high-ROI human conversations, Gal helps leaders become respected industry voices who reach their ideal audience's ears directly. His journey began at age 14, entering the business world early to support his family during a health crisis. This baptism by fire led him through years of product marketing for B2B tech companies, where he noticed a recurring problem: brilliant founders were exhausted by the pressure to produce daily content that failed to drive results. To solve this, he developed the REACH framework—a systematic, research-heavy approach to guesting that prioritizes deep connection and professional preparation over mass-messaging "numbers games." In this episode, we explore how to turn a single podcast appearance into a permanent content generation system. Gal breaks down how to overcome the fear of the microphone and why you don't need a massive following to establish authority. Listeners will walk away with a clear roadmap for landing high-value guest spots that build genuine trust and long-term brand equity without the burnout of traditional social media marketing.   Key Takeaways: Stop the Content Hamster Wheel. Prioritize high-impact human conversations over the exhaustion of producing generic, automated social media posts. Prioritize Quality Over Quantity. Reaching an audience is about the specificity of your targeting, not the sheer volume of your outreach. Leverage Your Unique Transformation. You don't need a massive following to be an industry voice; you only need a compelling lesson to share. Research Before Every Outreach. Save time and resources by deeply researching a platform's themes and audience before initiating any contact. Personalize Your Initial Connection. Increase success rates by mentioning a "personal win" from a prospect's recent work to show genuine engagement. Utilize Professional Networking Platforms. Use sites like LinkedIn to bypass crowded email inboxes and build warmth through established professional profiles. Systematize Your Follow-Up Process. Ensure growth by maintaining a disciplined system for follow-ups so potential opportunities never fall through the cracks.   Listen to the full conversation here: YouTube: https://www.youtube.com/@risingtidestartups Apple Podcast: https://podcasts.apple.com/us/podcast/rising-tide-startups/id1330525474 Spotify: https://open.spotify.com/show/2eq7unl70TRPsBhjLEsNZR   Connect with Gal Ko: LinkedIn: https://www.linkedin.com/in/gal-ko/  Skool community:  https://www.skool.com/podstar  Website: https://podstar.me/   Closing thought: "All you have to have is a story, a lesson, a transformation to share with your audience, a message that helps your people."   Please leave us an honest rating on Spotify, YouTube, or Apple Podcasts.   Shoutout to our Great Sponsors: Naviqus Virtual Services - Hassle-free administrative support services that are efficient, affordable, and tailored to your needs. Check out https://naviqus.com now to jumpstart your business for 2026! Podbrand Media - Have you ever considered starting your own podcast for your company or brand? Podbrandmedia.com can help. Affordable and effective content creation and lead generation!

Meet Kevin Sutherland of SI Delivery Consulting Kevin Sutherland is doing bold things to bring agile methods to large-scale government. He went from early days with Accenture, through first-hand experience with waterfall and the pitfalls of massive system delivery, to founding his own company focused on state-level innovation. Kevin isn't just theorizing about agile transformation, he's in the trenches, dealing with resistance, bureaucratic inertia, and public stakeholder pushback. Kevin discusses what makes public sector agile so distinct and challenging. What are the unique obstacles in government (political incentives, captive user bases, absence of commercial profit motives) that make scaling agile so complex? Regulation, oversight, legacy systems, and decades of policy layering are persistent blockers that most commercial agilists rarely encounter. Many true agile practitioners just avoid or walk away from government environments, choosing not to engage because the culture or ecosystem isn't receptive. You’ll hear what Kevin is actually testing and using in a time when agile has become a dirty word in many orgs, and how he finds ways to deliver value without strictly using “agile” terminology or dogma. You’ll hear about the incremental approach and the transformational strategies he's developing in Minnesota. You’ll also learn about the tension between short-term, emergency-driven bursts of agility and the longer, harder work of organizational transformation. His strategy in action starts with outcome-focused use cases, and creating a safe, incubator environment for experimentation to enable change without risking the status quo. Getting buy-in from the willing, finding pockets of urgency, and managing vendor relationships in environments where incentive structures aren't naturally aligned are some of the ongoing challenges. Underlying everything is the growing pace of technological change, especially with AI reshaping expectations about speed and delivery. It’s difficult to know what agile principles look like when roles themselves are changing, and the fundamental problems aren't getting better on their own. There are never simple answers, but Kevin’s work will give you a clearer sense of the complicated, often contradictory world of government agile and why persistence, honesty, and outcome orientation matter so much. You can find Kevin Sutherland at: https://si-delivery.com Minnesota MES Modernization Strategy RFI Mural Board – includes the strategy videos and links as well as the results of vendor feedback and engagement: https://app.mural.co/t/minnesotamesmodernizationcan3670/m/minnesotamesmodernizationcan3670/1754081683082/fccc2005d83a2d11a12bea54bf6c2caa55b5fdbc?sender=uc99ad10c761de24074363019 Procurement Innovation – contenton procurement innovation at the State Health IT Connect Summit in Feb. https://procurement.innovation.si-delivery.com Procurement Innovation Contract Examples – samples of contract templates that could be used to execute the approach and shrink procurement lead times. https://si-delivery.com/starter-kit **FORGE GENESIS IS HERE** All the skills you need to stop relying on job postings and start enjoying the freedom of an Agile career on YOUR terms. First cohort starts in Q1 2026 https://learning.fusechamber.com/forge-genesis **THE ALL NEW FORGE LIGHTNING** 12 Weeks to elite leadership! https://learning.fusechamber.com/forge-lightning **JOIN MY BETA COMMUNITY FOR AGILE ENTREPRENEURS AND INTRAPRENEURS** The latest wave in professional Agile careers. Get the support you need to Forge Your Freedom! Join for FREE here: https://learning.fusechamber.com/offers/Sa3udEgz **GET THE BUSINESS OUTCOMES PARTNER PLAYBOOK** Learn how to deliver undeniable ROI that saves your job and accelerates your future https://learning.fusechamber.com/outcomes-partner-playbook **CHECK OUT ALL MY PRODUCTS AND SERVICES HERE:** https://learning.fusechamber.com **ELEVATE YOUR PROFESSIONAL STORYTELLING – Now Live!** The most coveted communications skill – now at your fingertips! https://learning.fusechamber.com/storytelling **JOIN THE FORGE*** New cohorts for Fall 2025!  Email for more information: contact@badassagile.com We’re also on YouTube! Follow the podcast, enjoy some panel/guest commentary, and get some quick tips and guidance from me: https://www.youtube.com/c/BadassAgile ****** Follow The LinkedIn Page: https://www.linkedin.com/showcase/badass-agile ****** Our mission is to create an elite tribe of leaders who focus on who they need to become in order to lead and inspire, and to be the best agile podcast and resource for effective mindset and leadership game. Contact us (contact@badassagile.com) for elite-level performance and agile coaching, speaking engagements, team-level and executive mindset/agile training, and licensing options for modern, high-impact, bite-sized learning and educational content.

Many dentists blame marketing when growth stalls, but the real issue often lies in conversion, case acceptance, and retention. Jeff explains how fixing these internal systems can instantly multiply your marketing ROI.  The MGE Communication & Sales Seminars - https://www.mgeonline.com/abc

19 Minutes PodcastGrain markets have turned volatile fast, and that changes the conversation for corn and soybean farmers. In this episode of the Ag View Pitch, Chris sits down with Jim McCormick to break down what is driving the recent rally, how Middle East conflict and crude oil are affecting grain prices, why fertilizer costs matter so much right now, and what growers should be thinking about for both old crop and new crop marketing.They also dig into practical questions farmers are asking right now. Should you be more aggressive selling old crop corn? How should you think about 2026 sales if profitable targets are finally hitting? How much could higher diesel and fertilizer costs change acreage decisions? And how do you avoid getting too bullish and missing a good marketing opportunity?This conversation covers corn, soybeans, crude oil, fertilizer, inflation, ROI targets, basis opportunities, and using risk management tools to stay flexible in a fast-moving market. If you are trying to make smarter grain marketing decisions heading into planting season, this is a good one to watch.

Navigating the Marketing Agency Maze: Strategic Matchmaking with Behdad JamshidiIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Behdad Jamshidi, the Founder & CEO of CJAM Marketing, to discuss the critical challenges business leaders face when trying to scale their marketing efforts. With over 160,000 agencies in the market, founders often find themselves trapped in a cycle of "agency hopping" that drains resources and kills momentum. Their conversation dives into the necessity of strategic matchmaking, the value of intentional leadership, and how to find the less than 5% of agencies that actually align with an entrepreneur's specific business goals.Protecting Your Growth: The Engineering Approach to Marketing PartnershipsFor many high-achieving founders, the struggle isn't a lack of marketing options, but a lack of clarity on which specific agency "flavor" fits their current objective. Behdad explains that the marketing industry is highly fragmented, with agencies specializing in everything from granular SEO to high-level brand storytelling. A common mistake is hiring an agency based on a polished sales pitch rather than a proven track record within a specific niche or budget bracket. By acting as a fractional CMO and partner matcher, strategic consultants help business owners bypass the expensive trial-and-error phase, ensuring that the agency selected has the exact infrastructure required to scale that specific business model.Effective marketing leadership requires an objective view of the "entire board," moving beyond tactical execution to focus on foundational strategy. Business owners often jump into paid ads or social media campaigns before their internal systems—like lead follow-up and CRM management—are ready to handle the influx. This creates a "leaky bucket" scenario where marketing spend is effectively wasted. Strategic matchmaking involves auditing these internal processes first, then pairing the business with a partner who understands the nuance of their industry and the specific stage of the entrepreneurial journey they are navigating. This alignment ensures that marketing becomes a predictable engine for growth rather than a series of disconnected experiments.Ultimately, the goal of a strategic partnership is to build long-term value and trust, which is often missing in the transactional world of digital marketing. The matchmaking process relies on deep vetting and a massive network of pre-screened providers, allowing founders to access high-level talent without the risk of a "bad hire." As companies scale, their marketing needs evolve, and having a partner who can facilitate those transitions ensures that the brand remains consistent and the momentum continues. By prioritizing the relationship and the strategic fit over the latest marketing fad, entrepreneurs can reclaim their time and focus on leading their organizations with confidence.About Behdad JamshidiBehdad Jamshidi is the Founder & CEO of CJAM Marketing, where he serves as a strategic marketing consultant and agency matchmaker. With a background in engineering, Behdad brings a technical, process-driven perspective to the creative world of advertising. He specializes in identifying the perfect marketing partners for growing businesses, helping them build scalable, high-performance marketing ecosystems while protecting them from poor investments.About CJAM MarketingCJAM Marketing is a strategic consultancy that helps businesses find and manage the right marketing partners. By leveraging a vast network of vetted agencies and providers, CJAM Marketing removes the guesswork from the hiring process. The firm provides fractional CMO services, auditing internal processes and aligning business goals with the specific technical capabilities of marketing specialists to ensure sustainable, long-term growth.Links Mentioned in This EpisodeCJAM Marketing Official WebsiteBehdad Jamshidi on LinkedInKey Episode HighlightsThe Agency Hopping Trap: Why businesses fail when they hire based on sales pitches rather than strategic, technical fit.The Kaizen Philosophy: Applying continuous, incremental improvement to both personal leadership and business operations.Tactical Hobbies for Leaders: How hands-on activities like painting or music help founders reset their mental state for better decision-making.The 5% Rule: Navigating the crowded market to find the small fraction of agencies that are actually capable of delivering ROI.Radical Transparency: How standardized referral fees and engagement models ensure unbiased marketing recommendations.ConclusionThis conversation with Behdad Jamshidi underscores that marketing success is less about the "what" and more about the "who." By finding the right strategic partners who align with your mission and stage of growth, you can transform marketing from a source of frustration into your most powerful tool for impact.More from The Thoughtful Entrepreneur

Networking advice is usually either painfully obvious or way too vague, but this one gets refreshingly specific. Jay Schwedelson gets blunt about what it actually takes to build the right relationships before you need them, and why most people are playing the networking game way too passively. It feels less like polished career advice and more like the push you need when resumes, promotions, or outreach are going nowhere.ㅤBest Moments:(01:09) LinkedIn is a long game, and 15 intentional minutes a day can change a lot.(02:10) Want higher-level people to notice you? Comment thoughtfully on their posts for weeks before you hit connect.(04:15) Start lower in the org chart so senior people see you already know their team.(05:38) Stop going to business events just to hang out and decide in advance who you need to meet.(07:44) Ask for introductions because one warm intro can shift your business or your career.(10:12) Jay takes his first pickleball lesson and immediately decides the sport has way too many rules.ㅤMASSIVE thank you to our Sponsor, CallRail!CallRail is the AI-powered lead intelligence platform that helps marketers prove exactly what's driving results. With CallRail, you can connect every call, text, chat, and form submission directly to the campaign that generated it so you finally know what's working and where to double down.Plus, with built-in AI conversation intelligence, CallRail analyzes your customer conversations, captures leads 24/7, and gives you deeper insights into what your prospects actually care about.If you're tired of guessing about your marketing ROI and want real data behind your campaigns, CallRail has you covered.Start a Free Trial Here: https://www.callrail.com/dothisㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤPre-order Jay Schwedelson's new book, Stupider People Have Done It (out April 21, 2026). All net proceeds are donated to The V Foundation for Cancer Research—let's kick cancer's butt: https://www.amazon.com/Stupider-People-Have-Done-Marketing/dp/1637635206

Hoy Paco y Roi hablan sobre las personas que tienen una conexión espiritual con algún animal.

Travis shares his philosophy on networking as friend‑making, not cold prospecting, drawing from his journey from solar sales and door‑to‑door to full‑time online income through podcasting and high‑level relationships. He unpacks hard‑won lessons from cringeworthy event interactions, volunteering at conferences, and adding disproportionate value to mentors like John Lee Dumas. This episode is especially useful if you want to move from transactional “networking” to building real relationships that compound over time. On this episode we talk about: Why networking and making friends are essentially the same skill in business The “Networking Ned” archetype and why traditional networking feels slimy How a botched first impression with Pat Flynn turned into a real friendship over 18 months Specific ways Travis added 51% of the value to mentors long before he “deserved” their time Why you should think in long‑term relational frames instead of short‑term transactions Top 3 Takeaways Treat networking as building genuine friendships with people who are professionally aligned with you, rather than as in‑person cold calling. Always aim to add at least 51% of the value in your important relationships, even if that means investing time, energy, and money without an immediate ROI. Think long term and relationally: you'll usually have multiple future opportunities to connect with high‑level people, and your frame and reputation matter more than a single “shot.” Notable Quotes “Networking and friend‑making are basically the same thing, and people who separate them usually don't do either one very well.” “Don't think, ‘If I don't talk to this person right now, I'll never get another chance.' Most of the time, that's just not true.” “Always strive to add at least 51% of the value in your relationships, even when you don't feel like you have much to offer.” Connect with Travis Chappell: LinkedIn: https://www.linkedin.com/in/travischappell Instagram: https://instagram.com/travischappell Other: https://travischappell.com 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

What if the book you've been putting off is already hidden inside the conversations you've recorded? In this episode of Sharkpreneur, Seth Greene interviews Sheila Slick, founder of Five Milestones and creator of the PodToBook.ai platform, who shares how entrepreneurs, podcasters, and experts can become published authors without starting from a blank page. Drawing on her background as a software developer and business consultant, Sheila outlines her five-step process for transforming audio content into polished, AI-assisted books that build authority, drive ROI, and preserve legacy. With more than 80 experts already guided from raw conversations to published works, this episode reveals a faster, smarter path to turning content into a tangible business asset. Key Takeaways:→ If you record podcasts, webinars, or calls, you already have the raw material for a book. → Audio content eliminates the biggest friction point in writing: the blank page. → AI-assisted publishing works best when paired with human editing and revision.→ Repurposing content can reduce book creation from months to days. → Publishing a book can drive ROI through authority, speaking engagements, and client acquisition. Sheila Slick, MS, is the Founder of Five Milestones and creator of PodToBook.ai, an AI-powered platform that transforms podcast episodes into professionally structured book manuscripts in 2-3 hours. Since launching, she's helped publish 80+ authors and is a two-time Amazon bestselling author, having authored "Momentum: Daily Practices to Build Your Business & Thrive" and co-authored five books. As Past Chair of SCORE Volusia Flagler County, she mentored over 1,000 small business owners. With over 25 years of entrepreneurial experience and a Master's in Leadership, Sheila provides strategic business consulting and publishing services while hosting the "Milestone Moments in Business and Leadership" podcast. Connect With Sheila:Website: https://fivemilestones.com/LinkedIn: https://www.linkedin.com/in/sheilaslick/

Thanks to our Partners, NAPA TRACS, Today's Class, KUKUI, and Pit Crew Loyalty Watch Full Video Episode "I think the push back is more in our head than it is in the pocketbook." In this episode, host Carm Capriotto talks with Andy Fiffick and Chris Letendre about the perceived affordability crisis in auto repair. Both guests challenge the idea that customers can't afford repairs, suggesting that price resistance often stems from the service advisor's mindset rather than customer reality. The discussion highlights practical strategies for improving repair approvals, including repackaging repairs with different parts or warranty options, presenting financing as “payment option plans,” and avoiding the “Sophomore Jinx,” where advisors begin to pre-judge what customers can afford. They also address the “maintenance-free” myth promoted by automakers and encourage shops to proactively educate customers with long-term maintenance planning. Ultimately, the episode reinforces a key truth: auto repair is a relationship business. When shops build trust and focus on helping people, price objections become far less common. Andy Fiffick, CEO Rad Air, Listen to Andy's other episodes HERE Chris Letendre, American Pride Automotive Thanks to our Partner, NAPA TRACS NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Thanks to our Partner, Today's Class Optimize training with Today's Class: In just 5 minutes daily, boost knowledge retention and improve team performance. Find Today's Class on the web at https://www.todaysclass.com/ Thanks to our Partner, KUKUI Stop juggling multiple marketing tools. KUKUI's integrated platform delivers 4x better website conversions, automated follow-up, and real-time ROI tracking. Get industry-leading customer support with KUKUI at https://www.kukui.com/ Thanks to our Partner, Pit Crew Loyalty You're probably tired of chasing new customers who never return. We understand. Pit Crew Loyalty ends the one-and-done cycle, turning first visits into lasting, reliable revenue at https://www.pitcrewloyalty.com/ Connect with the Podcast: - Follow on Facebook: https://www.facebook.com/RemarkableResultsRadioPodcast/ - Join Our Virtual Toastmasters Club: https://remarkableresults.biz/toastmasters - Join Our Private Facebook Community: https://www.facebook.com/groups/1734687266778976 - Subscribe on YouTube: https://www.youtube.com/carmcapriotto - Follow on LinkedIn: https://www.linkedin.com/in/carmcapriotto/ - Follow on Instagram: https://www.instagram.com/remarkableresultsradiopodcast/ - Follow on Twitter: https://twitter.com/RResultsBiz - Visit the Website: https://remarkableresults.biz/ - Join our Insider List: https://remarkableresults.biz/insider - All books mentioned on our podcasts: https://remarkableresults.biz/books - Our Classroom page for personal or team learning: https://remarkableresults.biz/classroom - Buy Me a Coffee: https://www.buymeacoffee.com/carm - Special episode collections: https://remarkableresults.biz/collections - The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/ - Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open Discussion. https://remarkableresults.biz/ - Diagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental Health, Matt Fanslow is Lifting the Hood on Life. https://mattfanslow.captivate.fm/ - Business by the Numbers with Hunt Demarest: Understand the Numbers of Your Business with CPA Hunt Demarest. https://huntdemarest.captivate.fm/ - The Auto Repair Marketing Podcast with Kim and Brian Walker: Marketing Experts Brian & Kim Walker Work with Shop Owners to Take it to the Next Level. https://autorepairmarketing.captivate.fm/ - The Weekly Blitz with Chris Cotton: Weekly Inspiration with Business Coach Chris Cotton from AutoFix - Auto Shop Coaching. https://chriscotton.captivate.fm/ - Speak Up! Effective Communication with Craig O'Neill: Develop Interpersonal and Professional Communication Skills when Speaking to Audiences of Any Size. https://craigoneill.captivate.fm

In "Freight Tech Strategy: Avoiding the Implementation Trap with JBF's Brad Forester", Joe Lynch and Brad Forester, Founder and Managing Partner of JBF Consulting, discuss the critical need for a strategic roadmap to ensure logistics technology delivers real ROI rather than becoming a costly mistake. About Brad Forester Brad Forester is the Founder and Managing Partner of JBF Consulting, bringing more than 25 years of leadership experience in transportation strategy, logistics technology, and supply chain transformation. A recognized industry expert, Brad has advised Fortune 500 companies and high-growth brands on complex global transportation initiatives, from network design and technology selection to implementation and value realization. His background spans senior roles in consulting, software, and shipper operations, giving him a uniquely balanced perspective on strategy and execution. Brad is a frequent industry speaker and thought leader on TMS, visibility, and logistics innovation.  About JBF Consulting JBF Consulting is a leading logistics strategy advisory and technology integration firm that partners with shippers to transform their logistics and supply chain execution operations. We empower clients to achieve operational efficiency and scalable, sustainable value through strategy development, roadmap orchestration, unbiased technology selection, expert implementation, data-driven insights, and ongoing managed services. For over two decades, our client-centric approach and alliances with best-of-breed solution providers have ensured that every strategy and solution we deliver drives measurable impact, long-term success, and customer satisfaction.  Key Takeaways: Freight Tech Strategy: Avoiding the Implementation Trap In "Freight Tech Strategy: Avoiding the Implementation Trap with JBF's Brad Forester", Joe Lynch and Brad Forester, Founder and Managing Partner of JBF Consulting, discuss the critical need for a strategic roadmap to ensure logistics technology delivers real ROI rather than becoming a costly mistake. The Trap is Set Early: Implementation failures (going over budget or missing ROI) are usually symptoms of a missing strategy months prior, rather than errors made during the setup itself. Strategy as Insurance: Investing just 1% to 2% of your budget in a strategic assessment acts as an insurance policy, potentially mitigating up to 80% of common implementation risks. "Slow is Steady, Steady is Fast": Rushing to execute without "future-casting" (planning for growth or acquisitions 5–10 years out) leads to the "$10 million mistake"—having to rip out and replace a system that no longer fits. Create a Shipper Profile: Use a "matchmaking" approach to tech. A tool that works for a retail giant might fail for a bulk chemical shipper; you must find the specific vendor that matches your unique mode mix. The Hybrid Tech Trend: Large shippers are increasingly owning the software and data while outsourcing physical operations, allowing them to switch 3PLs without losing their historical data or visibility. Beware of Shiny Objects: Avoid "AI for AI's sake." Don't buy a hammer and then go looking for a nail; ensure any new tech solves a defined problem statement rather than just chasing industry hype. Phase Two is a Myth: Brad warns that "Phase Two never comes." If you don't build the necessary capabilities into the initial launch, the project often stalls at 75% completion, and the promised ROI is never realized. Learn More About Freight Tech Strategy: Avoiding the Implementation Trap Brad Forester | LinkedIn JBF Consulting | LinkedIn JBF Consulting Freight Tech Trends with Mike Mulqueen FreightTech for Fortune 500 Shippers with Brad Forester and Mike Mulqueen FreightTech Reality Check with Brad Forester The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

“Make you a bestseller.” It's the loudest promise in book marketing—and often the least meaningful.In this episode, we break down how to distinguish real strategy from fear-based selling, AI-polished outreach, and high-pressure tactics designed to close a sale rather than build a career. From alarming emails about “missing metadata” to vague guarantees and unusual payment demands, we explain what's legitimate, what's inflated, and what's simply noise.Then we shift to what actually compounds.We walk through the foundational elements of sustainable book marketing: an optimized Amazon retail page, intentional category and keyword strategy, a reader-focused website, an email list you control, and targeted outreach to reviewers, influencers, and podcasters who genuinely reach your audience. You'll hear why one-off promotional blasts rarely build traction, how to evaluate podcast quality beyond download numbers, and what meaningful preparation looks like before any pitch goes out.We also unpack the proposal details that matter: specific deliverables, realistic timelines, strategic positioning, and measurable outcomes rooted in discoverability—not guaranteed sales. A professional team should explain the “why” behind every tactic and connect today's work to results you can still benefit from months later.Finally, we talk author readiness. What should you own yourself? How should you think about ROI without chasing instant payoff? And if your budget is limited, where does your money work hardest?If you want to avoid scams, invest wisely, and choose partners who assess your book instead of selling you fear, this episode gives you a clear, practical framework.If you found this helpful, follow the show, share it with an author friend, and leave a quick review so more writers can find us. Have a topic you want covered next? Text the word podcast to 888-402-8940 and tell us what you need.Send us your feedback!Help shape our 2026 content by taking our 30-second listener poll!

In this episode of The Ross Simmonds Show, Ross sits down with Mike King, founder of iPullRank, to unpack the seismic shift from traditional SEO to AI search, AEO, and GEO, and why framing it as "just SEO" is quietly costing teams budget, influence, and growth. Together, they break down the Google leak, retrieval-augmented generation (RAG), content ecosystems, and what separates operators from spectators in the next era of search. Key Takeaways and Insights: 1. SEO vs. AEO vs. GEO: why it's not "just SEO" -The tactics SEOs talked about for years are now mandatory in AI search,and AI platforms evaluate your entire content ecosystem, not just your website. -Calling AI search "just SEO" limits budget, authority, and strategic ownership before the conversation even starts. 2. The C-suite perspective most SEOs miss -Executives are already asking why their brand doesn't appear in ChatGPT, and AI search carries trillion-dollar narratives that traditional SEO never did. -Teams that frame this as a new growth channel are the ones unlocking real investment. 3.Why video is a high-leverage AI search play YouTube is one of the most cited sources in AI-generated answers,and AI search rewards consensus across formats, from video and Reddit to PR and editorial. Starting with five strategic videos in an underserved topic cluster, then repurposing aggressively, is one of the highest-ROI moves available right now. 4.How AI search actually works: RAG and query fan-out explained -AI search uses retrieval-augmented generation: prompts expand into synthetic sub-queries, each with their own format expectations. -The more relevant passages a brand owns across formats, the more chances it has to be cited, think of it as accumulating raffle tickets. 5. Measuring AI search performance the right way -There are three metric buckets that matter, performance, channel, and input. Most teams are only tracking one. -Input metrics like synthetic query rankings, passage relevance, entity salience, and bot activity are where the real diagnostic power lives. 6. Real AI workflows inside iPullRank -The team is building internal tools with Gemini and AI Studio, including automating internal linking through vectorization combined with human business rules. -AI handles the minutiae ,humans make the strategic calls, and that efficiency is the hedge against client scrutiny over the next two years. 7. Programmatic SEO, why most sites tank -Google is indexing less and testing content performance faster, and high bounce rates signal UX failure, not an AI penalty. -Recovery demands tight topical authority and, in many cases, new URL structures and full content audits. 8. Building a career that survives the next five years -Technical AI fluency is no longer optional, and content alone is now a free commodity, the leverage is in systems and engineering. -Operators beat theorists. The next generation of SEOs must ship, not just strategize. 9. Creativity, code, and AI as an artist -Writing rhymes and writing code pull from the same creative muscles,and AI works best as a feedback loop, not a ghostwriter. -The real risk isn't AI,  it's lazy implementation. Tools expand creative possibility; they don't replace taste. 10. Relevance engineering,building a new category -AI search needs new frameworks, not retrofitted SEO tactics, and creating a named methodology positions a brand above commodity vendors. -Owning a concept, building authority around it, and ranking for your own category is a long game worth playing. Resources & Tools:

You're fully booked and the money is coming in, but you're more overwhelmed than ever. You haven't built a business... you've built a high-pressure job. In this episode, Sarah Noked (founder of OBM School) and I dig into what it actually means to scale yourself OUT of the day-to-day so your business doesn't collapse the moment you step away. We talk about why web designers are often the biggest bottleneck in their own growth, and exactly what to do about it.

In this episode of "Scouting for Growth," Sabine VanderLinden welcomes Florian Graillot, founding partner at Astorya VC, for an in-depth conversation about the evolving landscape of risk management and insurance innovation. The discussion explores how risk management is shifting from static predictions to adaptive strategies designed for tomorrow's uncertainties, emphasizing the rise of the “frontier firm”—organizations that continuously learn, adapt, and act in real time.   Florian Graillot shares insights from his experience investing across insurtech, cyber, climate risk, and financial fraud, highlighting the increasing importance of technology, data, and AI.    Together, Sabine VanderLinden and Florian Graillot discuss the structural advantages Europe may hold in building AI-native, trust-driven business models and the critical role of agent-human collaboration in future risk management. They address the challenges faced by incumbents—including talent acquisition, cost efficiency, and profitable growth—and consider what distinguishes great founders in the frontier firm era.   KEY TAKEAWAYS   This episode underlines that risk management is no longer about controlling yesterday's uncertainties but engineering resilience for tomorrow. I was struck by Florian Graillot's argument that insurance leaders must rethink the entire risk value chain—not just the insurance segment—but encompassing prevention, risk assessment, capital efficiency, and claims. Simply layering AI onto legacy workflows isn't enough; true transformation requires intention, an openness to external partnerships, and a clear ROI focus.   It's clear to me that embracing AI isn't “optional practice"—it's existential. Organizations that experiment vigorously and collaborate with tech-first ventures gain a competitive edge, especially as emerging risks outpace traditional data models. Europe's more measured regulatory approach, sometimes critiqued as cautious, actually presents an opportunity to build trust-by-design, ensuring AI is explainable and aligned with both ethics and end-customer value.   Ultimately, the essence of any successful frontier firm lies in clarity of vision, a readiness for real change, and a focus on trust between leaders, employees, and customers. As the industry shifts, those who can articulate and measure technology's value, while empowering agent-human teams, will undoubtedly shape the risk landscape of the future.   BEST MOMENTS   "Risk management is no longer about predicting yesterday's risk. It is about designing for tomorrow's uncertainty."    "Either you consider emerging risks as a threat and retreat from the market, or you leverage technology to build resilience. That resilience is the optimistic side of the challenge."    "The perfect founding team is a blend of technology expertise and deep industry knowledge—you need both to create real value in insurance."    "If you expect big figures tomorrow morning, it will not work... But if you are ready to take more time and invest accordingly, innovation can deliver real and very nice results."    "In the end, technology doesn't remove risk. It actually reveals our choices."    ABOUT THE GUEST   Florian Graillot is the co-founder and founding partner at Astorya VC, one of Europe's most influential venture capital firms focused on early-stage insurtech, risk, and regulatory technology.    With 15 years of tech investing experience—ten of them specializing in insurtech—Florian Graillot has an unparalleled vantage point on the evolution of the insurance and risk landscape. He is passionate about backing founders who are redefining resilience, tackling climate, cyber, and financial fraud with cutting-edge data and algorithms, and reshaping how risk is owned and governed across enterprises.   ABOUT THE HOST   Sabine VanderLinden is a corporate strategist turned entrepreneur and the CEO of Alchemy Crew Ventures. She leads venture-client labs that help Fortune 500 companies adopt and scale cutting-edge technologies from global tech ventures. A builder of accelerators, investor, and co-editor of the bestseller The INSURTECH Book, Sabine is known for asking the uncomfortable questions—about AI governance, risk, and trust. On Scouting for Growth, she decodes how real growth happens—where capital, collaboration, and courage meet.   If this episode sparked your thinking, follow Sabine VanderLinden on LinkedIn, Twitter, and Instagram for more insights.   And if you're interested in sponsoring the podcast, reach out to the team at hello@alchemycrew.ventures

Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success. • How leverage, bank financing, and EBITDA-based lending really work in practice. • Why “fixer-upper” books may offer the strongest ROI. • How elite buyers win deals by understanding the emotional side of selling a practice. • The art of creating a safe landing place for sellers, their teams, and their clients. • Why phased buyouts and seller glide paths often create better retention and better economics for everyone. Jon also shares numbers, structures, and stories that demystify the math behind buying a practice - and the mindset required to scale from practitioner to true enterprise builder. If you're a buyer, seller, or advisor considering M&A in any form, this episode is a blueprint you can't afford to miss. Resources: Jon Kuttin's LinkedIn: www.linkedin.com/in/jonathankuttin   Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners Chapters:   00:00 Introduction 01:08 Meet Jon Kuttin 04:42 What Makes a Buyer Truly Ready 13:56 Building Enterprise Value Through Acquisitions 17:20 Managing Risk, Liquidity & Debt Capacity 21:08 Where the Best Acquisition Opportunities Are 35:20 Why Seller Fit Matters More Than Price 42:02 Structuring Glide Paths, Partial Sales & Long-Term Transitions

Morgan Keim, founder of Ocean Ridge Capital, raised over $400 million in venture capital before he turned 35. One of his companies alone pulled in over $300 million pre-revenue—convincing pension funds and VCs to invest hundreds of millions in a company that hadn't made a single dollar yet. On a recent Sales Gravy podcast, he broke down exactly how he did it. The surprising truth? It had almost nothing to do with the pitch itself. “Your single biggest tools in your toolkit are going to be your eyes and ears,” Morgan said. “It’s about listening and seeing where your prospect is and what they really want. That might be different than the words they use.” Consider this: only 7% of communication comes from actual words. Another 38% comes from tone, and the remaining 55% shows up in body language and nonverbal cues. If you're in high-ticket sales, you're probably spending most of your time perfecting that 7%, while missing the other 93% of what your prospect is really telling you. What You’re Missing in Every Conversation Most salespeople obsess over crafting the perfect email. They rehearse their pitch until it's flawless. They tweak their value proposition endlessly. All of that lives in the 7% of communication that comes from words. Meanwhile, prospects are giving away everything you need to know through their tone, body language, and the questions they ask—or avoid. Morgan learned this quickly when raising capital for a food tech startup. Different investors wanted completely different things, even when they all said they cared about “returns.” One investor cared deeply about sustainability and environmental impact. Another focused purely on velocity of capital and exit timelines. A third had unusual mandates that weren't apparent until Morgan listened carefully in person. “It all comes down to having a real understanding of the emotion that person’s feeling, the desired state of where they want to be,” Morgan explained. “Living in that reality of who they are and what they want.” High-ticket sales often fall apart here. Salespeople treat follow-up like a broadcasting exercise: same message, same pitch, same value proposition to everyone because it's “efficient.” Efficiency without effectiveness is wasted motion. The Language Barrier Costing You Deals There's a language of entrepreneurial speak, a language of corporate speak, and a completely different language people use at home. You might communicate seamlessly with colleagues, but explaining your day to your spouse can feel like speaking a foreign language. The same disconnect happens between you and your prospects. Most sellers speak “sales language,” while their buyers speak business or personal language. Top salespeople code-switch naturally. They pick up on how prospects talk, the patterns they use, and the words that matter to them—and mirror that style back. In high-ticket sales, you're asking someone to make a significant investment. They need to feel understood before they'll trust you with that decision. Take an HR leader versus a marketing leader in the same organization: HR cares about employee retention, engagement, and compliance. Marketing focuses on campaign ROI, conversions, and brand lift. The same pitch to both? One will check out halfway through the first sentence. Understanding Their Desired State Make the prospect the hero of the story. Put your ego aside. Stop thinking about your quota. Focus entirely on their desired outcome. Morgan never leads with what Ocean Ridge Capital offers. He starts by understanding their situation: Are they trying to create passive cash flow? Looking for tax efficiency after selling a business? Building generational wealth for grandchildren? Each scenario requires completely different emotional framing. A person focused on legacy thinks about family and long-term impact, while a recent entrepreneur selling for eight figures cares about protecting capital and deploying it efficiently. Same product, completely different language. Send the same follow-up email to both, and you're solving the wrong problem for one of them. How This Changes Your Follow-Up Strategy Once you realize that 93% of your communication lives outside words, your follow-up strategy has to change. Morgan uses multiple channels: Video messages let him read facial expressions and body language. Phone calls provide tone, pacing, and emphasis that email strips away. Handwritten notes show he's willing to slow down in a world that automates everything. Educational content positions him as a resource, not just a seller. He runs A/B/C testing across messaging angles because he can't assume he knows what a prospect wants. When someone doesn't respond to initial outreach, he shifts to “passive value creation”—delivering insight, education, and context—while still prospecting actively through multiple channels. Every touchpoint adds value. Every channel gives a new way to read the prospect, learn their language, and adjust. What to Do on Your Very Next Call Here's your homework. Not next week. Not when you have time. On your very next sales call: Spend five minutes reading the room before you pitch anything. Notice: When their energy shifts. Words they repeat. Moments they lean in or check out. Mirror it back. If they say, “We're building something sustainable,” don't respond with, “Our solution drives ROI.” Stay in their language. Stay in their world. Try a different channel. Been emailing for weeks with no response? Pick up the phone. Send a 60-second video. Mail a personalized note. The mechanics haven't changed. You still need multiple touches. But if you ignore tone, body language, and emotional state, you're having a completely different conversation than your prospect is. Why This Approach Wins High-ticket sales are about human connection more than polished words. Prospects respond to feeling understood, recognized, and respected. The words you say matter far less than how you convey empathy, awareness, and relevance. Morgan's results speak for themselves: reading the unspoken signals and adapting builds trust, shortens sales cycles, and secures investments that others can't reach. High-ticket sales aren't only about what you say—they're about what you see. Pay attention, and everything changes. – Take your follow-up strategy to the next level. Download the FREE ACED Buyer Style Playbook and learn how to read what your prospects really want.

American businesses waste 25-35% of the energy they use. So why aren't more business owners doing something about it? For most, the problem is too complex and too expensive — there's no single fix, there are 30 or 40, and calculating the ROI on all of them is no easy task.That's where Budderfly comes in. Budderfly is an energy-as-a-service company with a beautifully simple premise: they take over a business's energy bill entirely — funding all the upgrades at their own risk, and pocketing a margin on the savings. It's a win-win-win situation for the company, the grid, and the planet.On this episode of Everybody in the Pool, Molly sits down with Budderfly's founder and CEO Al Subbloie to get a behind-the-scenes look into this unique business model.We talk about:Why Budderfly targets franchise businesses, and how their "copy-paste" model unlocks financing and scaleThe four pillars of commercial energy waste: HVAC, lighting, refrigeration, and intelligent energy managementHow Budderfly can lower a companies' utility bill and upgrade their equipment with zero upfront cost to the customerWhy Al intentionally aligned cost savings with carbon reduction — so customers get climate impact whether it's their priority or notWhat a virtual power plant actually is, and why focusing on small “behind-the-meter” energy adjustments actually matters for the gridHow Budderfly is building one of the largest distributed demand-response networks in the US — and why that's increasingly valuable in an era of AI data center demandTheir vision for working directly with hyperscalers and utilities as grid pressure intensifiesLinks:Budderfly: https://www.budderfly.com/All episodes: https://www.everybodyinthepool.com/Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show: https://everybodyinthepool.supercast.com/ Hosted on Acast. See acast.com/privacy for more information.

If you're a real estate agent who wants more referrals and stronger relationships with your clients, this episode is for you.In this conversation, I sit down with Houston Realtor Toni Cramond, who has built a thriving referral-based business by consistently loving on her clients and community. From creative pop-bys to thoughtful client gifts, Toni shares exactly how she stays top of mind with the people she serves.We talk about practical strategies like:• How to use pop-bys to stay connected with past clients • Affordable pop-by ideas that don't break the budget • How often you should be doing client pop-bys • The real ROI of relationship marketing in real estate • How Toni built her business through referrals and community • Gift ideas for clients celebrating life events like babies, weddings, and hard seasonsToni also shares how faith, gratitude, and consistency have shaped the way she runs her business.If you want a real estate business built on relationships, referrals, and community, this episode will give you ideas you can start implementing right away.Show Toni some love and drop your favorite pop-by idea in the comments.LINKS MENTIONED IN THIS EPISODEConnect with Toni Cramondhttps://www.instagram.com/tonicramondrealtor/https://www.thecollectionhouston.com/?aios_agent=toni-cramondJoin the Real Estate Bestie Facebook Community ➡️ https://rosemarylewis.com/facebook

#815 AI isn't coming someday — it's already here, and the people who learn to use it now may have the biggest advantage of the next decade. In Part 2 of this two-part expert panel discussion, host Justin Williams is joined once again by Andrew Giancola, Brien Gearin, and Corey Ganim to explore the rapidly changing world of AI, agents, and entrepreneurship in 2026. The conversation shifts from fast-start business ideas into a practical discussion on how tools like Claude Cowork and other agentic AI platforms can help entrepreneurs save time, improve execution, and dramatically increase productivity. Along the way, the panel breaks down how to think about AI without fear, why upskilling is becoming essential in both business and traditional careers, and how simple systems for focus, time management, and deep work can give entrepreneurs a major edge. This episode is packed with tactical insights for anyone who wants to stay relevant, move faster, and use AI as a real competitive advantage! What we discuss with Andrew, Brien, Corey, and Justin: + AI agents explained + Claude Cowork vs OpenClaw + Upskilling for job security + 30-day AI learning plan + ROI framework for tools + Agent use cases in business + Productivity and deep work + Time blocking and batching + Avoiding AI overwhelm + Staying competitive in 2026 Thank you, Andrew, Brien, Corey, and Justin! Check out ⁠⁠⁠⁠Part 1⁠⁠⁠⁠ of this episode. Check out Master Money at ⁠MasterMoney.co⁠. Check out Ricochet Digital Marketing at ⁠RicochetDM.com⁠. Check out Return My Time at ⁠⁠⁠ReturnMyTime.com⁠⁠⁠. Check out Millionaire University at ⁠MillionaireUniversity.com⁠. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Revolutionizing Go-to-Market Strategy: AI-Driven Performance Marketing with Lisa SharapataIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Lisa Sharapata, the VP of AI & GTM Strategy at Metadata.io, to discuss the radical shift occurring in digital advertising. Metadata is a category-defining platform that utilizes AI agents to automate the technical execution of ad campaigns, effectively removing the manual "grunt work" that often bogs down marketing teams. Lisa shares how this transition allows marketers to shift their focus from bid adjustments and spreadsheet management to high-level media strategy and authentic creative development. Their conversation provides a strategic roadmap for B2B leaders looking to scale their demand generation without scaling their headcount.Beyond Manual Execution: The Power of Multivariate Testing at ScaleThe primary bottleneck in modern B2B advertising is the sheer complexity of testing—a human team simply cannot manually manage the permutations required to find the perfect campaign "winner" across fragmented channels. Lisa explains that Metadata solves this by running dozens or even hundreds of simultaneous experiments across platforms like LinkedIn, Facebook, Instagram, Reddit, and Bing. For example, a single campaign involving three different audiences, three unique offers, and three creatives across five channels results in 135 separate experiments; Metadata's AI agents handle the deployment and optimization of these combinations in real-time, shifting budget to top performers instantly. This level of scale ensures that ad spend is always flowing toward the highest-converting opportunities, rather than sitting stagnant in underperforming assets.With AI handling the "doing" of marketing, the role of the modern marketer is being redefined toward strategy, entity optimization (EO), and deep audience understanding. Lisa notes that as search behavior shifts from traditional engines to AI-driven models like ChatGPT, brands must focus on "Entity Optimization"—ensuring their company is recognized as a reputable authority across the web so it is cited by these emerging AI tools. This shift requires marketers to be more present in community-led channels and multi-channel brand awareness efforts, letting AI handle the bid thresholds and technical safeguards while humans focus on the narrative and the brand's positioning in the market.Ultimately, successful AI implementation requires a "human-in-the-loop" approach to maintain control over brand standards and financial parameters. Metadata addresses this by allowing users to set strict spend and bid limits, ensuring the AI operates within a safe "sandbox" of pre-approved strategic boundaries. As trust builds, organizations can gradually increase the autonomy of these agents, moving toward a future of vendor-agnostic optimization where the platform prioritizes what actually works for the client, rather than what benefits a specific social network's inventory. This unified data approach allows B2B firms to connect ad spend directly to pipeline and revenue, providing the transparent attribution necessary to justify marketing investment at the executive level.About Lisa SharapataLisa Sharapata is the VP of AI & GTM Strategy at Metadata.io and a seasoned marketing leader with a track record of driving growth for high-scale B2B organizations. Known for her expertise in Account-Based Marketing (ABM) and demand generation, she is a frequent speaker and thought leader on the intersection of creativity and data-driven strategy. Lisa is passionate about helping marketers reclaim their time through automation, often drawing parallels between the fluidity of her hobby in water ink painting and the organic flow of modern marketing data.About Metadata.ioMetadata.io is the leading operating system for B2B marketers, providing AI-driven automation for performance marketing and demand generation. The platform automates the repetitive, manual tasks involved in running and optimizing ad campaigns across LinkedIn, Facebook, Google, and more. By connecting ad spend to revenue data, Metadata helps organizations achieve higher ROI and provides a unified view of the go-to-market strategy.Links Mentioned in This EpisodeMetadata.io Official WebsiteLisa Sharapata on LinkedInKey Episode HighlightsThe "Strategy Over Execution" Shift: Why AI is finally allowing marketers to abandon manual bid management and focus on creative storytelling.Multivariate Testing at Scale: How AI agents manage hundreds of campaign permutations across LinkedIn, Facebook, and Reddit to find the lowest cost per lead.From SEO to Entity Optimization (EO): Preparing your brand to be recognized and recommended by AI language models and emerging search tools.Spend Safeguards and Human Oversight: Maintaining control over automated campaigns through bid limits and "human-in-the-loop" approval workflows.End-to-End Attribution: Connecting top-of-funnel ad spend directly to bottom-of-funnel pipeline and revenue metrics.ConclusionThe conversation with Lisa Sharapata makes it clear that the future of marketing isn't about human vs. machine, but rather human and machine working in tandem. By automating the mechanical aspects of digital advertising, leaders can empower their teams to focus on the creativity and strategy that truly move the needle for the business.More from The Thoughtful Entrepreneur

In this solo episode of the Ecomm Breakthrough Podcast, host Josh Hadley shares his proven framework for hiring senior leadership in ecommerce. Drawing from personal experience, Josh outlines the costly pitfalls of bad hires and emphasizes the value of securing top 1% talent. He details a structured, three-part interview process focused on track record, culture alignment, and role competence, offering actionable tips for assessing candidates. Josh also discusses the legal and financial implications of hiring, underscoring the importance of systems and focus for business growth. The episode concludes with a call to share and review the podcast.Hiring the wrong person can be a costly "hiring mistake" for any business, impacting your bottom line significantly. This video dives into effective "recruitment" strategies and a robust "hiring process" to help you avoid these pitfalls. Learn about crucial "interview questions" and how to "how to hire" the right talent to propel your e-commerce brand forward.

Where is Pinterest going and how does it serve creators as their founding business adopters? Our team has actively been investing in e-commerce sellers, as Pinterest has given us signals since 2022 that it is headed in that direction. From the hiring of Bill Ready from PayPal and Venmo and his stacking of the C-suite team with other e-commerce-forward C-suite leaders, the writing was on the wall. But that leaves the big question of where do creators fit into all of this. Do people on Pinterest still find them discoverable? Lately, I've been playing around on Pinterest more as a user. Just to see what is coming up for me. Of course, the AI slop which is all around the internet, but products are definitely something that comes up strong the moment I give the algorithm any signal that I like.I'm going to Spain in the fall for my 50th birthday. We're spending 2 weeks exploring the country with friends and I cannot wait. I've already started looking at clothes and new swimsuits. The moment I clicked on a suit, my feed was flooded with resortware and more swim. It was hard to find content. But now I''m searching for tips on Spain and it's back. That being said, search is still alive and well. In fact, Pinterest in the Q4 2025 investor report, said they have more searches than Chat GPT. That's impressive. Also, users grew to 614 million. But something lacked in their report and caused the stock to dip – advertisers impacted by strong headwinds due to tariffs. Those were their words, not mine. What does that mean then? E-commerce sellers on a large scale - think Target and Walmart- were hit hard and pulled back advertising dollars.Queue a new C-suite member who is specifically targeting small and mid-size businesses for advertising. Those who are selling products are PRIME for spending money on Pinterest Ads. Our clients prove this out with our e-commerce sellers having some of the highest ROI in Q4 of 2025. Last, I'll say this. We're leaning into experimenting with Substack and how to leverage Pinterest for growth of subscribers. We have two accounts running the experiment now and they are eager to prove out this model by going through our accelerator model first and then transitioning into ads. Our team is so curious and excited. Is Pinterest dead in 2026? A question I've been asked every year. I don't think so but the old models aren't work. It's time to think differently and creatively. —-------Here are some helpful links from the podcast: