Podcasts about sales process

In this episode of The Full Arch Podcast, Dr. Steven Vorholt is joined by Dr. Stacy Farley, Head of Sales Coaching at Shared Practices, for a real-talk breakdown of the Full Arch sales process. They dive into what really moves patients to say yes, why confidence and clarity matter more than persuasion, and how consults can build lasting trust—or quietly lose the case. Stacy shares practical coaching tips, common mistakes, and the mindset shifts doctors and treatment coordinators need to close cases ethically and consistently. Whether you're new to consults or trying to improve case acceptance, this episode is a must-listen for anyone selling Full Arch the right way. Key Highlights

Most sales presentations fail because they're all about you.   Customers don't care about your awards, your company map, or your tech stack- until they know you get their world.   In this episode I share how to flip the script and deliver customer-focused presentations that engage, build trust, and make decisions easier.   What you will learn:    Why traditional presentations lose the room - and how to fix that  The 6-part structure to build compelling, customer-first presentations  How to open with a hook that gets immediate attention  When (and how) to prove your solution with just enough detail  The critical role of questions - and how to use them throughout  Do's and don'ts to keep your message clear, relevant, and action-driven   Action step: Take one upcoming sales presentation and rebuild it using the 6-step structure: Hook, Challenges, Solution, Benefits, Proof, Next Steps. Remove the “about us” intro. Make it theirs. Present to solve, not to boast.    Bonus resource: Take the free scorecard in the show notes   Clearer structure. Stronger engagement. Better results.    Connect with Fred: Author of Selling Through Partnering Skills, Hybrid Selling, and Ethical Selling https://linktr.ee/fredcopestake   Take the  Collaborative Selling Scorecard https://collaborativeselling.scoreapp.com/   Watch this episode on YouTube https://youtu.be/vqDwk1ujaOk

In this episode of the No Broke Months Podcast, Dan Rochon shares the importance of leadership, accountability, and setting standards for high-performing sales teams. He explains how to align personal and team goals, create meaningful accountability, and implement actionable steps that lead to consistent and predictable results. If you want to elevate your leadership, improve team performance, and build a business that delivers No Broke Months, this episode offers the strategies to help you do it.What you'll learn on this episodeThe difference between management and leadership—and why it mattersHow setting and upholding high standards influences team performanceWhy personal accountability starts with leading by exampleThe role of effective communication and prescriptive language in building trust with clientsHow to foster team collaboration and support members who are strugglingThe true impact of accountability meetings on progress and course correctionWhy leadership is about teaching others how to think and succeedHow to focus on finding win-win solutions in sales, rather than being “right”If you're ready to lead your clients—and your team—with greater clarity, influence, and purpose, this is the next step.Teach to Sell provides the leadership frameworks, language patterns, and influence strategies that top agents and leaders use to create lasting trust and consistent results. It's not about managing transactions—it's about leading people to better decisions and building a business that thrives.Preorder Teach to Sell today and learn how to lead in a way that drives both relationships and results.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeGoogle Calendar Invitations: Set up calendar invitations to help prospects commit to appointments.Gary Keller's "The One Thing": A resource on focusing on the most impactful actions in life and business. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

This podcast features Josh Phegan and Alexander Phillips on the skill in sales process, methodology and buyer behaviour, making sure your vendor understands the process, the three reasons why someone should buy, and the benefit of listing several similar properties at the same time. 

MARKETING MESSAGE WITH EMOTION When you create your call to action in your podcast, you need a powerful marketing message. You need to inspire your audience into action. People buy with emotion. Then they justify that purchase with logic. Your marketing message needs to stir emotion within your potential clients.   00:00 "Stir Emotions to Attract Clients" 06:11 Corporate Sales Journey Reflection 06:54 Entrepreneurial Challenges and Marketing Insight 12:17 Hewlett Packard's Transformative Culture 14:22 Affordable Marketing Feedback Strategy 17:52 Product Brand Clarity Essentials 22:05 Cheese and Crackers Surprise 25:33 Importance of Market Research 30:05 "Master Your Message Program" 32:01 "Opinion Diversity in Marketing" 36:55 Realtor Specializing in Divorce Sales 39:15 Defining Your Target Audience 41:21 "30 Seconds to Impress" 44:27 "Podcast Coaching Session Offer"   GET YOUR MARKETING MESSAGE TO LAND Do you ever feel like your podcast marketing message just isn't landing with your audience? You're crafting awesome content, but somehow your message isn't converting listeners to clients. This week, I sit down with business strategist Nicki Chang-Powless to dig into the secrets behind creating a compelling, actionable marketing message for your podcast and business. If you want your audience to grow—and more importantly, move them to action—this episode is tailor-made for you. LEAD WITH CONNECTION, NOT CONTENT Your audience listens for companionship. They aren't downloading your latest episode just to be informed—they want to feel connected, understood, and guided. If your call to action only shows up at the end of your show, you're missing out! Listeners don't always make it to the last minute. We break down how to bake your call to action and marketing message throughout your show. This allows you meet your audience where they are and inspire them to take the next step. It's not about dumping information. It's about creating relatable, emotionally resonant moments that build trust and authority. THE POWER OF TARGETED MESSAGING In the episode, Nicki drives home the essential truth: if you're marketing to “everyone,” you're speaking to no one. We talk about how getting laser-focused on your target audience changes everything. Imagine you're a massage therapist—what you say to a stressed-out parent versus a retired senior makes all the difference. Nicki lays out how to tailor your marketing message so it resonates with the exact audience you want to attract. We dig into practical strategies for clarifying your product brand, refining your offer, and using feedback and collaboration to fine-tune your pitch. COLLABORATION & CONSISTENCY WIN Nicki reveals her biggest lessons from corporate life at Hewlett Packard: the magic of collaboration and consistency. We explore actionable ways you can bring group feedback into developing your marketing message, A/B testing your ideas—without the massive budgets of big brands. We also talk about the increasing competition for attention in today's digital world. The average prospect needs 62 touchpoints with your brand before they're ready to take action. That's why consistency in your podcast message, branding, and calls to action is more important than ever. TURNING LISTENERS INTO CLIENTS So, how do you make your marketing message truly work? It starts by knowing your audience, articulating your unique value, and making every touchpoint count. Whether you're working on your website, your 30-second intro, or speaking at a networking event, we share real-world examples and simple frameworks. Plus, don't miss Nicki's free gift... “How to Impress When You Only Have 30 Seconds”. This is perfect for nailing your introduction and getting prospects to lean in and say, “Tell me more!” Download this resource at www.PodcastTalentCoach.com/impress. LET'S CREATE YOUR MARKETING MESSAGE If you're ready to transform your podcast—and your business—by creating a marketing message that inspires action, this episode of Podcast Talent Coach is your blueprint. And if you want personalized help building your strategy, apply for a free coaching call at www.PodcastTalentCoach.com/apply. Let's start making your message matter!

In this episode, Dan Rochon discusses the importance of celebrating the right activities in real estate, focusing on daily tasks over final outcomes. He highlights the significance of consistent lead generation, marketing, and prospecting in building a successful real estate business. Dan encourages focusing on actions like listing appointments, conversions, and negotiations, rather than just the number of closings, to foster long-term success and consistent results.What you'll learn on this episodeCelebrate daily actions, not just the outcome.Consistent lead generation is key to success.Inconsistent sales lead to feelings of inadequacy.Focus on celebrating the job you do every day.Success comes from doing the right activities consistently.Your actions today will reflect in your results months later.Lead generation is non-negotiable, even with clients.Celebrate the work you do, not just the closing.90 to 120 days of lead generation leads to results.Develop habits that align with your goals.If you want a business that doesn't leave you wondering where your next deal is coming from, the answer isn't working harder—it's working consistently.Teach to Sell is your blueprint for doing the right things daily and trusting the process. Inside, you'll learn the systems, scripts, and psychology that empower agents to lead with integrity and build a business that produces No Broke Months—on repeat.Preorder Teach to Sell today and discover how top performers turn consistent actions into consistent income.https://www.nobrokemonths.com/teach-to-sell-preorderResources mentioned in this episodeTeach to Sell: A framework to guide people through trust-building and consistent sales. To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by seasoned sales leader Jim Drill to discuss essential aspects of the B2B sales process, career development, and leadership. Jim shares valuable lessons from his extensive career, emphasizing the importance of understanding customer pain points, selling higher in the customer organization, and connecting solutions to concrete business metrics. Through insightful stories from his experience at companies like IBM, PTC, and beyond, Jim highlights how asking the right questions and staying curious can lead to substantial sales success. The conversation also delves into practical advice for young sellers and leaders, stressing the significance of structured training and continuous learning. Jim's anecdotes offer perspective on effectively driving urgency, building strong champions, and implementing impactful sales strategies.ADDITIONAL RESOURCESLearn more about Jim Drill:https://www.linkedin.com/in/jimdrill/Watch Force Management's Panel Discussion on AI in Sales Leadership: https://hubs.ly/Q03rlW4Z0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:09] Jim's Early Career at IBM[00:05:23] Learning the Sales Process[00:07:13] The Importance of Curiosity and Learning[00:15:34] Advice for Young Sellers[00:21:15] Understanding Business Metrics[00:30:08] High-Level Sales Strategies[00:38:08] Budget Constraints and Problem Solving[00:38:43] The M and W Approach to Organizational Navigation[00:39:12] Connecting Metrics to Urgency and Champions[00:40:12] The Importance of Metrics in Sales[00:41:09] Creating Emotional Connections in Sales[00:45:51] The Power of the Champion Letter[00:56:58] The Role of Sales Leadership[01:00:31] Common Mistakes in StartupsHIGHLIGHT QUOTES"Knowledge builds confidence. Confidence turns into credibility. Credibility turns into enthusiasm. That turns into passion, and passion turns into persuasion. But the foundation is knowledge.""The urgency, lack of champions—if sellers are struggling, go back to your metrics. Where are you with your metrics?""Consultative selling is not just about providing solutions, but deeply understanding the pain points and creating value.""You can either do this, separate yourself and set yourself up for the future, or you're going to end up working for someone that did it.""Fires are going to happen. My job is to make sure the whole forest doesn't burn down."

Join internationally renowned business coach and speaker Adam Stott as he audits a 40-year-old manufacturing company generating £10.8M, but missing key growth leadership. This isn't theory.  It's a real, behind-the-scenes growth audit revealing the exact changes this business needs to scale smarter. When you listen, you'll:

Proposals don't close deals on their own - but bad proposals can definitely kill them.   Today I'm sharing exactly why most sales proposals fail and how you can turn yours into a tool that helps your customers make confident buying decisions.   Too many proposals read like company brochures, filled with “we do this” and “we do that.”   That approach rarely works because it's all about you, not the customer.   In this episode, I walk you through a simple but effective six-part structure that keeps the customer at the centre of your proposal.   When you get this right, your proposal will reinforce the value you've discussed, build trust, and make it easy for your customer to say yes.   I also share my pricing approach using the “retaliation in first” concept -  a simple technique that helps address pricing concerns before they arise.   I explain why every proposal must make perfect sense to decision-makers who may not have been involved in earlier conversations, and how you can write yours to achieve exactly that.   By the end of this episode, you'll know how to create customer-focused proposals that help you close deals faster, with fewer objections and more confidence.   If you're in B2B sales, enterprise sales or any consultative selling role, you can take this framework and start applying it straight away.   Connect with Fred: Author of Selling Through Partnering Skills, Hybrid Selling, and Ethical Selling https://linktr.ee/fredcopestake   Take the  Collaborative Selling Scorecard https://collaborativeselling.scoreapp.com/   Watch this episode on YouTube https://youtu.be/tOdypn2i4pI

In this episode, we explore the importance of embracing technology to run a more efficient and scalable annuity business. From organizing client data to streamlining your sales process, the right tools can save time, reduce errors, and help you stay focused on what matters most—serving your clients. We talk about how adopting tech doesn't replace hard work; it enhances it. If you want to stay competitive and maximize your impact, learning to use technology effectively is no longer optional—it's essential.

In this episode of the Transform Sales Podcast: Sales Software Review Series, Eddie Bello

In this curated episode of the Revenue Builders Podcast, we delve into the intricate world of sales negotiation with expert Tim Caito from Force Management. We explore the crucial aspects of negotiation, from preparing champions to dealing with procurement and the power of starting early in the sales process. Tim shares valuable insights and strategies to help organizations preserve value in the final deal and achieve successful negotiations.KEY TAKEAWAYS[00:01:07] Starting early in the sales process is crucial for successful negotiation.[00:02:09] Begin the negotiation process before the other side believes you're negotiating.[00:02:58] Having a better alternative gives leverage in negotiations.[00:04:00] Making negotiations about the client's alternative rather than yours is a powerful tactic.[00:05:51] Procurement's role and the importance of preparing champions for the negotiation process.[00:08:23] The significance of creating a powerful cost justification to resist procurement pressure.[00:10:46] The role of champions as the great equalizer in the negotiation process.[00:12:17] Anticipating competitive tactics and preparing champions to handle external pressure.HIGHLIGHT QUOTES[00:01:26] "Start the negotiation process before the other side believes we're negotiating."[00:03:18] "If the rep doesn't have a solid alternative, it gives the power back to procurement."[00:08:48] "You have to have done such a good cost justification that they feel like they're losing every day that goes by."[00:10:27] "Champions are the great equalizer in a negotiation process."[00:13:52] "We have to prep them because it is going to happen, and we have to role play and ask specifically, what are you going to say when they ask this question."Listen to the full episode with Tim Caito through this link:https://revenue-builders.simplecast.com/episodes/the-secrets-of-sales-negotiation-with-tim-caitoCheck out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/

We want to hear from you. If you're open to a quick chat with our producer, it only takes a few seconds to sign up: https://forms.gle/TTdgZ9R6HykpPaEh6In this episode, I sit down with Matt Lakajev — sales strategist, lead gen expert, and creator of Seven Figure Creators—to dismantle the myths about content, branding, and cold outreach. Matt reveals why most creators are stuck posting into the void, and how a tiny, targeted LinkedIn presence can outperform big audiences.We break down the real math of monetizing a service business online—and how to turn every post, profile visit, and DM into an effortless sales system that scales.Timestamps:(00:05) - The Power of a Small Following on LinkedIn (03:02) - Transitioning from Cold Outreach to Warm Leads (16:16) - Setting Up an Effective Email Outreach Strategy (20:02) - Effective Communication in Sales (26:54) - Effective Call Structuring for Sales (35:23) - Lead Generation as a Business Priority (37:27) - Generating Leads: Strategies for Small Businesses (45:35) - Sales Process and Event Strategy (49:55) - Pricing Strategies for Success (55:54) - Sales Strategies and Early Challenges in BusinessCheck out today's guest, Matt Lakajev:Matt's LinkedIn: https://au.linkedin.com/in/mattlakajevMatt's YouTube: https://www.youtube.com/@matthewlakajevCheck out The Futur:Website: https://www.thefutur.com/Courses: https://www.thefutur.com/shopLinkedin: https://www.linkedin.com/company/the-futur/Podcasts: https://thefutur.com/podcastInstagram: https://www.instagram.com/thefuturishere/Facebook: https://www.facebook.com/theFuturisHere/Twitter: https://x.com/thefuturishereTikTok: https://www.tiktok.com/@thefuturishereYoutube:https://www.youtube.com/thefuturishereCheck out Chris Do:Website: https://zaap.bio/thechrisdoLinkedIn:https://www.linkedin.com/in/thechrisdo/Facebook:https://www.facebook.com/BizOfDesignInstagram:https://www.instagram.com/thechrisdo/Twitter:https://x.com/thechrisdoTikTok:https://www.tiktok.com/@thechrisdoThreads:https://www.threads.net/@thechrisdoZaap: https://zaap.bio/thechrisdoClubhouse:

In this episode I dive into the often overlooked topic of founder-led sales. I discuss the common struggle many business owners face in handling various roles, especially holding onto the sales process for too long. I highlight the importance of delegating parts of the sales process, such as discovery calls and lead generation, to create a more scalable and efficient sales machine. I emphasize the need for documented, repeatable processes, clear client qualification guidelines, and the use of enablement materials. Additionally, I provide actionable insights on setting achievable sales goals, tracking key metrics through a CRM, and gradually transitioning to a role of sales coach while hiring sales reps. This episode is filled with practical advice to help you refine your sales strategy and overcome the bottlenecks that hinder your business growth.   What You'll hear in this episode: [00:45] The Importance of Sales in Business [01:20] Challenges of Founder-Led Sales [02:10] Outsourcing and Delegating Sales Processes [04:45] Creating a Scalable Sales Machine [07:00] Setting Sales Goals and Metrics [08:45] Transitioning Out of the Sales Process [11:05] Leveraging Technology and Personal Touch in Sales [12:55] Incentives and Forecasting for Sales Teams   If you like this episode, check out: Increase Your Earnings Without the Sales Struggle Sales Conversations That Convert with Nikki Rausch Stop Waiting and Start Scaling with Sam Vander Wielen   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In this episode of the Goats of Growth podcast, I had the pleasure of interviewing Candidate 8, a sales professional with a unique background in ministry. We discussed his transition from being a pastor to building a career in technology and cybersecurity, and the vital role that empathy and relationship-building play in sales. Candidate 8 shared powerful insights on personal growth through adversity, the value of in-person communication, and his aspirations for future leadership roles. We also touched on work ethic, life lessons, and the journey of redefining oneself in a new career path. Chapters 00:00 Introduction to the Goats of Growth Podcast 01:16 From Ministry to Technology: A Unique Career Path 03:40 Building Relationships and Empathy in Sales 07:54 Learning from Challenges: Growth in Sales 12:39 Finding Comfort in the Sales Process 16:16 Future Aspirations: Leadership and Growth 19:09 Mantras and Life Lessons 22:55 Redefining Oneself: Skills and Growth

Bill Caskey kicks off a new 12-week series based on his book "12 Bold Moves" by tackling the first bold move: creating a sales process that genuinely benefits prospects, not just salespeople. He challenges the traditional approach of "shoving people through" a process and shares how reframing discovery as mutual understanding can dramatically improve close rates. Caskey includes a real client example of using pre-call assessments to increase closing rates from 20% to 40% while providing genuine value to prospects. Is it time to make a BOLD move in your business? If so, download our brand new book, "12 Bold Moves - Insider Secrets to Reinventing Yourself and Your Business." http://12boldmoves.com The Insider program is open for enrollment. If you have not checked out our small learning group, go to http://advancedsellingpodcast.com/insider to join now.

Andee Hart is an entrepreneur, sales strategist, mentor, and host of the podcast, She Sells Differently. While working as a sales executive for a Fortune 500 company, Andee started a passion project, Hart Design Co., of candle making in her own kitchen. What started out as a side hustle with her candles in a handful of local boutiques quickly blossomed into a wildly successful wholesale business and store front. Within a year, Andee was able to transition from her 17-year corporate sales career to full-time entrepreneurship, now also teaching women entrepreneurs how to master sales.

Is your showroom traffic feeling light lately? You're not alone—and more importantly, you're not stuck. In this episode, Jennifer Suzuki breaks down 10 real, practical ways to get more people through your doors right now. Whether you're in sales or BDC, these aren't theory-based ideas—they're street-tested tactics from dealerships doing it daily. Jen shares what's working across top stores, including strategies for leveraging your sold database, sending custom videos, and tapping into heat-up lists that still convert. No fluff. No boring lectures. Just 10 ways to fill your showroom with actual buyers this week. Dealer Talk with Jen Suzuki Podcast |

Welcome to another episode of The Site Shed! In Episode 456, host Matt Jones sits down with James Hearn of Silver Peak Construction for a powerhouse discussion on scaling a trades business, mastering the sales process, and the surprising role that customer rapport (and even a client's pet preferences) can play in business success.James shares his journey from commercial projects and roadwork to mastering bathroom, laundry, and wet area renovations across Melbourne's western suburbs and rural Victoria. You'll hear real-world tactics Silver Peak uses—like ultra-fast quoting, rigorous client qualification, streamlined operations manuals, and detailed follow-up—to outpace the competition. Plus, discover why James screens customers based not just on budget, but even on whether they own dogs

In this conversation, John Harcar interviews Jon Lallande, who shares his journey from being a sniper in the Marine Corps to becoming a successful real estate investor. Jon discusses the challenges he faced in the real estate market, including significant financial losses, and emphasizes the importance of having a solid sales process. He introduces the NEPQ (Neuro Emotional Persuasion Questioning) method, which focuses on understanding human behavior in sales and how to effectively communicate with sellers. The conversation highlights the significance of mentorship and continuous learning in achieving success in real estate. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this week's episode of "Maximize Business Value," Dave Casey continues his discussion about the sales process with Darren Williams. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value!Listen to part one on youtube here. #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneursLearn More about Dave CaseyDave Casey is a partner at Mastery Partners, working with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute plans to ensure the business owner realizes the very top valuation for their enterprise.Casey is an engaged business leader with an eye for business transformation, particularly in the verticals of technology, cyber security and IT managed services.  Dave previously founded and grew an IT managed services company, brought it through a successful exit, and today helps companies develop long range plans with an eye to sound security and operational processes.Dave serves on the board of Business Navigators, a business servant leadership non-profit in the DFW area. He is also a founder and board member of Biz Owners Ed, a 501 (c)(3) enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Darren Williams With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren's extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success.Learn More about Mastery PartnersElevating Businesses to Achieve The Business Owner's Dream ExitThe unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reaMastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

In this episode, we unpack why becoming an expert in the annuity industry isn't the finish line—it's the starting point. Having a solid grasp of products, strategies, and regulations is the bare minimum every agent should strive for. But what separates the average from the elite is what you do beyond that—going the extra mile for your clients, working closely with carriers, and constantly leveling up your knowledge and effort. If you want to be a top producer, it starts with expertise, but it takes much more to truly stand out.

Edward MacMillan is a seasoned IT and sales leader with over 25 years of experience in operations, support, and strategic technology solutions. As Director of Sales & Marketing at IMS Solutions Group, he drives customer acquisition, revenue growth, and team development across the Southeast and Midwest regions. His expertise includes cloud services, cybersecurity, managed support, and network infrastructure, with a strong track record in service excellence and organizational leadership. Edward is known for leading high-performance, multicultural teams and delivering impactful business outcomes through innovative IT strategies and integration expertise. Website: https://www.imssolutionsgroup.com/  LinkedIn: https://www.linkedin.com/in/edwardmacmillan/  YouTube: https://www.youtube.com/@IMSSolutionsGroup/    Pamela Sichel is a seasoned Marketing Communications Director at OnPath Testing, bringing over 20 years of expertise to help organizations produce reliable, effective software. She is passionate about crafting engaging marketing strategies that drive real results, combining creativity with a data-driven approach. Pamela's diverse skill set spans content and digital marketing, social media, editorial publishing, project management, and AI prompt engineering across industries including SaaS, CPG, natural health, nonprofit, higher ed, and more. Known for her curiosity and collaborative spirit, she continually explores new trends and technologies to elevate brand storytelling and performance. Website: https://www.onpathtesting.com/  LinkedIn: https://www.linkedin.com/in/pamela-sichel/  Facebook: https://www.facebook.com/OnPathTesting/    In this episode, we discover innovative strategies and discuss AI's role in sales growth with marketing experts Edward and Pamela.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Edward MacMillan is a seasoned IT and sales leader with over 25 years of experience in operations, support, and strategic technology solutions. As Director of Sales & Marketing at IMS Solutions Group, he drives customer acquisition, revenue growth, and team development across the Southeast and Midwest regions. His expertise includes cloud services, cybersecurity, managed support, and network infrastructure, with a strong track record in service excellence and organizational leadership. Edward is known for leading high-performance, multicultural teams and delivering impactful business outcomes through innovative IT strategies and integration expertise. Website: https://www.imssolutionsgroup.com/  LinkedIn: https://www.linkedin.com/in/edwardmacmillan/  YouTube: https://www.youtube.com/@IMSSolutionsGroup/    Pamela Sichel is a seasoned Marketing Communications Director at OnPath Testing, bringing over 20 years of expertise to help organizations produce reliable, effective software. She is passionate about crafting engaging marketing strategies that drive real results, combining creativity with a data-driven approach. Pamela's diverse skill set spans content and digital marketing, social media, editorial publishing, project management, and AI prompt engineering across industries including SaaS, CPG, natural health, nonprofit, higher ed, and more. Known for her curiosity and collaborative spirit, she continually explores new trends and technologies to elevate brand storytelling and performance. Website: https://www.onpathtesting.com/  LinkedIn: https://www.linkedin.com/in/pamela-sichel/  Facebook: https://www.facebook.com/OnPathTesting/    In this episode, we discover innovative strategies and discuss AI's role in sales growth with marketing experts Edward and Pamela.   Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

About the Guest(s): Dr. Woolner is a widely-recognized expert in the functional medicine community, known for helping functional medicine practitioners optimize their practice. With a deep commitment to aiding practitioners across various disciplines—chiropractors, nurse practitioners, medical doctors, and more—he focuses on improving both their clinical outcomes and business success. Dr. Wells is an accomplished figure in the functional medicine industry, committed to revolutionizing how practitioners convert potential clients into patients with effective communication and business strategies. He is renowned for his expertise in patient communication, sales strategies, and developing heart-centered approaches to healthcare. Episode Summary: In this pivotal episode of the Simplified Functional Medicine Podcast, Dr. Chad Woolner and Dr. Andrew Wells dive deep into the often challenging aspect of sales within the healthcare sector, especially focusing on high-ticket program conversions. They propose a paradigm shift for practitioners who are averse to traditional sales approaches by presenting a framework that makes enrollment as natural and ethical as possible, without the off-putting pressure of conventional sales techniques. The episode explores key strategies for transforming how practitioners approach patient interaction to achieve higher conversion rates for their high-ticket health programs. Highlighting the importance of understanding patients' goals and the role of tension rather than pressure in the sales process, Dr. Woolner and Dr. Wells share invaluable insights on building trust and developing authentic patient-practitioner relationships. Additionally, they discuss the significance of scripting and preparation to turn the potentially intimidating sales conversation into a reassuring and collaborative dialogue. They draw parallels with real estate agents to illustrate effective selling techniques and emphasize creating an alignment between practitioners' offerings and patients' desires. Key Takeaways: Understand the Patient: Take the time to ask open-ended questions to fully understand what the patient wants, beyond mere symptom relief. Scripting is Essential: Properly practiced scripting guides the conversation effectively, sounding natural and confident rather than robotic. Build Trust Early: Making a strong first impression in the initial five minutes with the patient is crucial for building a lasting relationship. Differentiate Pressure from Tension: Pressure seeks escape while tension seeks resolution; operate in a way that establishes natural tension to help patients reach their goals. Align Solutions with Goals: Present solutions that align directly with patients' articulated goals for more successful conversions. Notable Quotes: "If the word sales makes your skin crawl… this episode is going to be a turning point for you." - Dr. Chad Woolner "The healthcare industry is shifting away from the insurance model to self-pay models." - Dr. Andrew Wells "The secret to a successful sales process in healthcare lies in establishing a natural alignment between patients' desires and practitioners' offerings." - Dr. Chad Woolner "If you're doing sales the right way, it shouldn't feel awkward or slimy." - Dr. Andrew Wells "The value of using scripting is it takes all the pressure off of you on what you're going to say." - Dr. Andrew Wells Resources: Simplified Functional Medicine Website: Simplified Functional Medicine Connect with Dr. Chad Woolner on social media for more insights and tips in functional medicine. Connect with Dr. Andrew Wells for communication training and sales strategies. To truly master the art of patient communication and high ticket conversions in functional medicine, tune into the full episode. Embrace these authentic sales techniques and transform your practice's approach to patient enrollment. Stay connected with the Simplified Functional Medicine Podcast for more insights and expert advice.

This week, Lance Tyson, founder of the Tyson Group sales consultancy, talks about how he's using generative AI in his own business along with his suggestions for owners who are just getting started with AI. Among his suggestions: ask ChatGPT how best to use ChatGpt. Lance also talks about how salespeople can best navigate a business environment struggling with tariffs, uncertainty, rising prices, and talk of recession. One tip: don't just accept an email rejection. Try to get them on the phone.

In this week's episode of "Maximize Business Value," Dave Casey discusses the sales process with Darren Williams. Tune in weekly to hear more from Mastery Partners and to receive relevant key content on your journey to maximizing your business value! #maximizebusinessvalue #maximizebusinessvalue #MBVPodcast #PodcastForEntrepreneursLearn More about Dave CaseyDave Casey is a partner at Mastery Partners, working with owners to maximize the value locked up in their businesses. Using his background and experience, he utilizes the four-part process Mastery has perfected to analyze, assess, map out, and execute plans to ensure the business owner realizes the very top valuation for their enterprise. Casey is an engaged business leader with an eye for business transformation, particularly in the verticals of technology, cyber security and IT managed services.  Dave previously founded and grew an IT managed services company, brought it through a successful exit, and today helps companies develop long range plans with an eye to sound security and operational processes. Dave serves on the board of Business Navigators, a business servant leadership non-profit in the DFW area. He is also a founder and board member of Biz Owners Ed, a 501 (c)(3) enabling serious entrepreneurs to dramatically scale and improve their businesses.Learn More about Darren Williams  With over 30 years of leadership in management, operations, and sales, Darren Williams is a seasoned business advisor specializing in business value growth, leadership development, and operational efficiency. As a Certified Partner with Mastery Partners, he helps business owners optimize their companies, increase profitability, and prepare for successful transitions. Darren's extensive experience includes 18 years in the construction industry, where he led and scaled roofing companies, most notably as President & CEO of a private equity-backed firm. There, he played a key role in evaluating acquisitions, driving strategic growth, and strengthening business structures for long-term success.Learn More about Mastery PartnersElevating Businesses to Achieve The Business Owner's Dream ExitThe unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximuMastery Partners Elevating Businesses to Achieve The Business Owner's Dream Exit The unfortunate reality is that for every business that comes on the market (for whatever reason), only 17% of them achieve a successful exit. You read that right. 83% of attempted business transitions never reach the closing table. Mastery Partners is on a mission to change that. We ELEVATE businesses to achieve maximum value and reach that dream exit. Our objectives are simple - understand where the business is today, identify opportunities for dramatic improvement, and offer solutions to enhance the business, making it more marketable and valuable. And that all starts with understanding the business owner's definition of his or her dream exit. Mastery has developed a 4-Step Process to help business owners achieve their dreams. STEP 1: Transition Readiness Assessment STEP 2: Roadmap for Value Acceleration STEP 3: Relentless Execution STEP 4: Decision: Now that desired results are achieved, the business is ready for the next step in the journey! CONNECT WITH MASTERY PARTNERS TO LEARN MORELinkedInWebsite© 2025 Mastery Partners, LLC.

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Matt Maloney, SVP of Global Sales at Fireblocks. The discussion dives deep into Matt's background in B2B sales, his journey into the world of cryptocurrency, and how Fireblocks is revolutionizing blockchain security. Matt shares insights on the importance of adaptable, coachable sales teams and the application of traditional sales disciplines to new and emerging markets. The conversation also touches on strategic decision-making when entering new markets, the relevance of a strong ideal customer profile, and how foundational sales processes like MEDDPICC contribute to scaling success. The episode concludes with a nod to the influential book 'Inside the Tornado' by Geoffrey Moore and its relevance to Fireblocks' strategy.ADDITIONAL RESOURCESLearn more about Matt Maloney:https://www.linkedin.com/in/matt-maloney-75698/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:13] Matt Maloney's Journey into Crypto[00:02:55] Understanding Fireblocks and Blockchain[00:06:36] The Role of Stablecoins[00:10:28] Security Challenges in Crypto[00:23:18] Adapting Traditional Sales Disciplines to Emerging Markets[00:34:44] Mitigating Risk in Emerging Markets[00:35:07] The Importance of Continuous Development[00:37:11] Building Trust and Credibility[00:38:07] Characteristics of Successful Salespeople[00:39:41] Company Responsibility in Employee Development[00:41:02] Aligning Company Goals with Sales Strategies[00:46:05] Avoiding Shiny Object Syndrome[00:48:36] The Role of Ideal Customer Profiles[00:49:43] Lessons from Mentorship and Experience[00:58:00] The Innovator's JourneyHIGHLIGHT QUOTES"Your job is to figure out hitting the number and making sure you're calibrating your resources, that you hit the number, because that's foundation to our jobs as sales leaders.""If you can be part of a disruptive movement... it could be game-changing.""You need people that are coachable that will take the time to listen and learn about what this market is."

In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an advisor. Josh explains how truly understanding your clients' risks and proactively servicing them sets top-tier advisors apart, turning your sales process into a relationship-building tool for long-term success.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/HM Advisors: https://www.hm-advisors.com/LAUNCH: https://getlaunch.io/ LinkedIn:Elliot BassettRyan BrottJosh Gurley This episode is sponsored by LAUNCH. In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented. Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale. THAT'S WHERE LAUNCH COMES IN. Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market. Visit https://getlaunch.io/ to learn more.

In this throwback episode, originally aired on January 4, 2023, Josh Gurley, Insurance Agency Owner at HM Advisors, redefines what it means to be an advisor.Josh explains how truly understanding your clients' risks and proactively servicing them sets top-tier advisors apart, turning your sales process into a relationship-building tool for long-term success.Episode Links:Ellerbrock-Norris: https://www.ellerbrock-norris.com/Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/HM Advisors: https://www.hm-advisors.com/LAUNCH: https://getlaunch.io/LinkedIn:Elliot BassettRyan BrottJosh GurleyThis episode is sponsored by LAUNCH.In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.THAT'S WHERE LAUNCH COMES IN.Access the full-revenue potential in your existing book of business. See opportunities other agencies can't. Offer more value. Gain a competitive advantage in a commoditized market.Visit https://getlaunch.io/ to learn more.

In this episode, I share tips on how to get more leads from your Facebook group. We'll talk about common problems people face, like feeling their group is too small or their posts aren't being seen enough. I'll explain the importance of having a clear plan to nurture, identify, and convert leads.   You'll also learn why it's useful to keep track of potential leads and how being active in your sales process can help. By the end, you'll know how to make your Facebook group a steady source of new clients.   Happy listening! Sarah   Next Steps: Join the FREE Community: www.sarahbeisel.com/community Grab your FREE Facebook Group Launch Checklist: www.sarahbeisel.com/checklist Contact me: info@sarahbeisel.com   Work with Sarah: Want to know exactly what steps to take to create an engaged Facebook group that makes you money consistently? Join the Profitable Facebook Group Program now! --> www.sarahbeisel.com/program   Timestamps: 00:00 Introduction and Interactive Session Setup 02:17 Understanding Lead Generation Challenges 03:21 Common Misconceptions About Lead Generation 11:46 The Importance of a Sales Process 12:20 Nurturing and Identifying Leads 16:54 Converting Leads into Clients 20:09 Becoming an Active Participant in Your Sales Process 24:16 Conclusion and Invitation for Support

In this episode, we talk about the deeper mission behind Retirement Realized—building high-character individuals first, because true success in this industry starts with who you are, not just what you achieve. The goal isn't just to create top producers, but people who lead with integrity, generosity, and a genuine desire to serve others. That kind of character shows up before the big numbers ever do, and it's exactly what sets the foundation for lasting success in the annuity business and beyond.

Today I'm sharing why updating your B2B sales process is crucial right now. The market is rapidly changing—referrals aren't enough anymore, and only a best-practice, proactive sales approach will help you land those high-value corporate clients. I'm talking about the importance of reviewing your metrics, getting honest about what you want from your business, and why taking action before the summer slowdown is essential. If you want sustainable, predictable results in 2025 and beyond, now's the time to make those smart changes. If you're a coach, consultant, trainer, or service provider selling to companies, you need to harness best practices—nothing “sleazy or gross”—and create a predictable, sustainable revenue stream, no matter what's happening in the consumer market. Tune in for honest advice, market insights, and your nudge to step things up! In this episode I'm sharing; The B2B market is changing—fast. Are you updating your sales process to match? Why midyear is a pivotal time to review your pipeline. Sales slowdowns are coming: If you don't close opportunities before mid-July, expect long delays due to summer decision-maker holidays. The B2B opportunity is bigger, but only for the prepared. Is your sales process designed for today's reality—or stuck in 2015? Why referrals are no longer sufficient in B2B. Cold -> Closed - specifically created for this market to fast-track your outreach, objections and closing before the summer slowdown. Best-practice, proactive sales processes are more important than ever, especially as referrals dry up.   Key Quotes; The Shifting Coaching Market: "And over the last few months, I've been talking quite openly on the podcast about how the business to consumer market has really shifted. And in some cases, the bottom is completely falling out of it." 00:03:1500:03:27 Entrepreneurial Focus Shifts in a Changing Market: “I very consciously moved my business to be focused on maximum revenue generation from corporate clients. And that's been really fun and really interesting.” 00:15:5300:15:54 Why Reviewing Your Numbers Feels Different This Year: "So for some people, you might be reviewing your numbers in June thinking, actually, this has been my best year to date. You know? Actually, this has been the year where I've made the most revenue, where I've set the best boundaries in my business, where I have, you know, worked on things that were actually meaningful to me, and impactful to organisations that I work with." 00:27:3500:28:44 Boosting B2B Sales This Season "If you want to spend the next six weeks building out your B2B sales for the next ninety days so that you are actually getting better outreach results, higher response rates, more calls being booked with you, more proposals going out of the door before the summer hits, then you need to go ahead and check out the Cold -> Closed link again. "00:44:3600:45:03 The Reality of Wanting High-Paying Clients Quote: "If you're somebody who's saying, yes. I absolutely want companies to pay me £5,000, 10 thousand pounds, 20 thousand pounds, 50 thousand pounds per engagement, but you are not willing to put in the time that it takes to do proactive outreach to book sales calls that are going to be worth tens of thousands of pounds, then you need to take a real look at whether you are saying you want something, but you're not indicating that you are willing to do the work or invest the time, energy, and money required to get that result." 00:27:3500:28:44   Key Resources Mentioned in this Episode:   Click here for Cold -> Closed. Click here to join the waitlist for the Converting Corporates Event 2026! Click here for the Cold Email Outreach Conversion Course.   Grab your Sales Tracking Spreadsheet here.   Click here to watch my video on how to troubleshoot your sales process.!   Join The C Suite ® Self Study now! If you're looking to get the best support in selling your services to corporate organisations, not to mention email templates and proposal outlines so that you really can convert at much higher rates and sell your services more successfully then click here now.   Take the Selling to Corporate ® offer quiz and find out what the best offer is that you could sell to corporate.    Sign up here for the webinar on Five Simple Steps to Landing Corporate Clients.   Top 5 Business Development Questions: If you're looking to convert more business development calls into sales? You need to be asking the right questions and getting the best information to support future work. Download my Top 5 BDQs here and start getting quality information from your prospects.   Connect with me on LinkedIn.   If you've been consuming the content and LOVE the show, please make sure you take five minutes out of your day to leave a review.    Click here if you would like to listen to my TEDx talk.  

keywordscybersecurity, leadership, startups, failure, vendor trust, HACKERverse, communication, investment, innovation, beginner's mindset, job search, LinkedIn, networking, AI, personal branding, cybersecurity, lifestyle polygraph, superheroes, career advice, mentorshipsummaryIn this episode of No Password Required, host Jack Clabby and co-host Kaylee Melton engage in a thought-provoking conversation with Mariana Padilla, co-founder and CEO of HACKERverse.AI. The discussion revolves around the importance of embracing failure as a learning opportunity, the role of leadership in fostering a positive work environment, and the challenges faced in the cybersecurity vendor landscape. Mariana shares her insights on the need for better communication in the industry and the importance of a beginner's mindset in driving innovation. The conversation also touches on the future of investment in cybersecurity and the necessity of rebuilding trust within the industry. In this engaging conversation, Mariana discusses the challenges of job searching in the current landscape dominated by AI and the importance of networking and personal branding. She emphasizes that building trust and connections is crucial in the cybersecurity field. The discussion transitions into a fun segment called the lifestyle polygraph, where Mariana shares her thoughts on superheroes and their relevance to personal and professional growth. The episode concludes with Mariana providing insights on how to connect with her and her work.takeawaysEmbracing failure is crucial for personal and professional growth.Leadership should focus on transparency and learning from mistakes.A beginner's mindset can lead to innovative solutions in cybersecurity.The cybersecurity industry struggles with communication and trust.Venture capital influences the direction of cybersecurity startups.Sustainable business practices are essential for long-term success.The sales process in cybersecurity needs to be more efficient.Understanding vendor interoperability is critical for security.Cybersecurity vendors must demonstrate product viability effectively.The industry must evolve to meet the rapid pace of technological change. You're competing against AI for some of these jobs.Networking is so, so, so important.The online application system has been dying for quite some time.Your personal brand matters and you have to have one.Conferences are a prime opportunity to peacock a little bit.Batman has real feelings and real demons.The correct answer is Star Trek.Margot Robbie, I really like her.You're on the fantasy cybersecurity squad.Come follow me on LinkedIn for lots of shenanigans.titlesEmbracing Failure in CybersecurityThe Importance of Leadership in StartupsInnovating with a Beginner's MindsetHACKERverse: Revolutionizing CybersecuritySound Bites"It's all about leadership and leading by example.""I think we have a gap here.""We should focus on sustainably built businesses.""It's just a bunch of nonsense.""Networking is so, so, so important.""Batman has real feelings and real demons.""The correct answer is Star Trek.""Margot Robbie, I really like her.""You're on the fantasy cybersecurity squad."Chapters 00:00 Introduction to Cybersecurity Conversations02:00 Embracing Failure as a Learning Opportunity06:02 The Role of Leadership in Startups09:00 The Value of a Beginner's Mindset11:58 Understanding HACKERverse's Mission13:59 Challenges in the Cybersecurity Vendor Landscape17:08 Shaking Up the Status Quo in Cybersecurity21:52 The Future of Investment in Cybersecurity24:36 Navigating Job Searches in the Age of AI29:35 The Importance of Personal Branding30:23 Lifestyle Polygraph: Fun and Games39:05 Superheroes and Their Lessons43:45 Connecting with Mariana: Final Thoughts

Let me be straight with you...your sales process is probably broken, and it's costing you deals every week. In this episode, I'm going to walk through the real reasons why good opportunities fall apart: slow follow-up, no process, zero accountability, and reps doing their own thing without structure. I've seen it over and over...companies blaming marketing, chasing bad leads, or making excuses instead of fixing the actual sales engine. This isn't theory. It's what I've seen firsthand working with dozens of teams. If you're tired of “pipeline” talk with no results, show up and get hit with the truth. I'll give you the exact changes you need to make now to stop bleeding deals. __________Subscribe For More Video Content :https://www.youtube.com/kylemilan__________Say Hi on Social:LinkedIn : https://www.linkedin.com/in/kylemilan/Instagram: https://www.instagram.com/kylejmilanFacebook: https://www.facebook.com/KyleJMilan/__________Connect For Business:MFG Tribe: https://milanmedia.comMFG Tribe on LinkedIn: https://www.linkedin.com/company/milanmedia/Technical Sales University: https://training.technicalsalesu.com/enroll

This episode covers two often overlooked but critical areas for annuity agents: tracking your numbers and understanding Roth conversions. We explore why consistently monitoring your activity and performance metrics can lead to smarter decisions and better results. Then we break down the value of Roth conversions, how they fit into retirement planning, and why they can be a powerful tool in client conversations. Packed with practical insights, this episode is all about tightening your process and adding more value to every appointment.

In this short segment of the Revenue Builders Podcast, we revisit the discussion with John Rowell, co-founder of Pinned Golf and a former enterprise sales leader, to explore the timeless value of preparation in both sales and entrepreneurship. Rowell breaks down how his enterprise sales discipline shaped his startup success, sharing tactical wisdom on transforming cold calls into warm connections, creating repeatable processes, and winning buyer trust from the very first interaction. Whether you're a rep, a sales leader, or a founder, this is a playbook for showing up like a pro.KEY TAKEAWAYS[00:00:44] Preparation Builds Confidence: Rowell shares how structured pre-call prep creates clarity and control in high-stakes sales interactions.[00:01:06] Hypothesize Before You Call: Great reps make educated assumptions about the buyer's needs before they ever get on the phone.[00:02:21] Preparation Is the Message: How you prep shows who you are and how you'll show up for the customer.[00:02:57] Cold Calls Shouldn't Be Cold: Transform outreach by researching industries, personas, and proof points before dialing.[00:04:09] Sales Is a High-Performance Sport: Like elite athletes, the best reps obsessively prepare to perform at their peak.[00:05:31] Preparation Builds Trust Early: First impressions matter—showing up prepared signals reliability.[00:06:24] Presence Over Performance: When you're prepped, you can truly listen and be present instead of trying to sound “interesting.[00:07:29] Process Equals Speed: Rowell unpacks how process-driven sales teams outpace the competition by removing guesswork and bottlenecks[00:08:34] Apply Process to Entrepreneurship: From startup KPIs to sales funnels, the mindset of structure translates directly to building a business.QUOTES[00:00:44] “Process equals speed. If you can build what you're gonna do every day into a defined process, you're gonna move faster.”[00:01:46] “I saw 50-year-old President's Club winners still taking time to read 10-Ks before calls. That prep never stops being valuable.”[00:02:57] “They shouldn't be cold calls. They should be warm calls because you should figure out ways to make them warm.[00:04:09] “If you're an enterprise rep, that's your NFL. You should be prepping like Patrick Mahomes watches film.[00:05:55] “Preparation allows you to be present, not scrambling to sound interesting.[00:06:45] “When you're prepared, you're not performing. You're just being yourself—and that's when trust is built.[00:08:34] “Dialing in a process and measuring success—whether in sales or startups—gives you repeatable wins.”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/pinned-golf-making-the-shift-from-sales-to-entrepreneurshipEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Tony Marino, a senior advisor and executive coach with a storied career as CHRO for major global companies like Fiserv. The discussion revolves around the critical aspects of corporate leadership, the parallels between athletics and business, and the importance of maintaining physical and mental well-being for optimal performance. Marino introduces the concept of 'five-tool players' in a corporate context, emphasizing the need for well-rounded leaders proficient in six key areas: financial and business acumen, client focus, people and team leadership, risk and controls, operational excellence, and innovation. The episode also covers practical strategies for establishing priorities, key lessons from transformative sales effectiveness initiatives, and the impact of habits and routines on leadership success.ADDITIONAL RESOURCESLearn more about Anthony Marino:https://www.linkedin.com/in/anthony-s-marino-94a6476/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xHERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:59] Corporate Athlete: Balancing Leadership and Well-being[00:04:13] Transferable Lessons from Athletics to Business[00:06:31] The Importance of Physical and Mental Health for Leaders[00:09:56] Setting and Achieving Goals: The 6% Club[00:12:34] Prioritizing and Managing Time Effectively[00:28:11] Real-life Examples and Practical Advice[00:33:54] The Importance of Operating Rhythm in Corporations[00:35:43] Predictable Management Routines for Leaders[00:38:18] Understanding the Concept of Five Tool Players[00:40:17] Six Key Traits of Successful Leaders[00:47:49] The Role of Feedback and Coachability[00:51:07] Identifying Team Archetypes[00:59:36] The Impact of Sales Effectiveness on Company SuccessHIGHLIGHT QUOTES"The greatest leaders are well-rounded, like five tool players.""If you don't take care of yourself, you lose perspective.""The best leaders I've ever met are self-aware.""Every leader should evaluate all the activities on their desk regularly to ensure they are adding value.""Sales productivity should be the number one metric for any company."

One of my clients has the dream setup: A solid YouTube following Tens of thousands of people visiting his site every month A clean, self-checkout flow for his freelance services Sounds awesome, right? But when we looked under the hood… He was making just $0.23 per visitor. Twenty. Three. Cents. Let that sink in. That's LESS than $5k/month from 20,000 website visitors. I nearly threw my laptop. That same traffic, with a real sales process? Could be worth $20k… even $50k. This is the myth of passive sales. It feels efficient. It looks scalable. But for service businesses? It's an income-killer. Passive sales feel great… until you realize you're leaving tens of thousands of dollars on the table. Every. Single. Month. Your income per website visitor is way more important than your total traffic. That single metric—earnings per visitor—exposes how effective (or broken) your sales process really is. Most freelancers think more eyeballs = more money. In this episode, I break down why you don't need more traffic. You need more $$$ per visitor. I'm talking: The full sales strategy spectrum (passive → async → real convos) How to balance your time and make more per visitor And how a small tweak to your sales flow can 10x your earnings per visitor If you're serious about hitting $100k, $250k, or beyond, this is the lever to pull. For full show notes, visit https://6figurecreative.com/361

In this episode, you'll learn another effective strategy to simplify and optimize your sales as a freight broker with Salesdash CRM's founder, Josh Lyles! Josh highlights the benefits of using Salesdash CRM, the vital role of cold calling in freight sales, consistent follow-ups, and building relationships, and the importance of targeting small to medium-sized shippers, qualifying and disqualifying leads efficiently, and continuous prospecting!   About Josh Lyles Josh Lyles is the founder of Salesdash CRM, which is a sales CRM specific for freight brokerages, agencies, and asset-based companies. Josh has previous experience in sales management within freight brokerage and also at Tesla.    Connect with Josh Website: https://salesdashcrm.com/  LinkedIn: https://www.linkedin.com/in/joshlyles/   

In this episode, we unpack why the carrier behind the product matters just as much as the product itself during the fact-finding process. While several annuity products might check all the boxes for a client's needs, the carrier you choose can have a major impact on the client experience—from service and support to long-term stability and trust. Chad shares why digging deeper into carrier differences is a crucial part of doing what's truly in the client's best interest, and how being intentional with this step can set you apart as a top-tier agent.

Ever had a customer walk in, get chased for months, and your team still greets them like it's Day One? Yikes. In this episode of Dealer Talk with Jen Suzuki, we're calling out the CRM habits that are quietly killing your deals—and showing you how to fix them. Jen breaks down how internal notes create smooth BDC-to-sales handoffs, how to log objections and buying triggers that actually close, and why skipping CRM updates might be why your customer disappeared. If you want loyal buyers and not just new leads, it starts with smarter follow-ups, stronger recaps, and tighter processes. Let's make your CRM your best closer. Dealer Talk with Jen Suzuki Podcast |

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Marcello Gallo, Chief Revenue Officer at Sigma Computing. The discussion dives into Marcello's extensive experience in enterprise sales leadership, including his non-traditional path, lessons from leading roles at various companies, and the importance of structure, mentorship, and continuous learning. Marcello shares valuable insights on transitioning from technical roles to sales, territory management, and the significance of aligning with customer needs to drive value. The conversation also emphasizes the importance of having a growth mindset, understanding customer environments, and leveraging product-market fit for sustained success.ADDITIONAL RESOURCESLearn more about Marcello Gallo:https://www.linkedin.com/in/gallomarcello/Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:53] Marcello's Journey into Enterprise Sales[00:08:13] The Importance of Structure in Sales[00:28:37] Navigating Major Accounts and Complex Sales[00:34:32] Understanding the Champion's Role in Sales[00:35:15] Building Strong Relationships with Champions[00:37:59] The Importance of Predicting and Preparing for Objections[00:39:14] Role-Playing and Preparation Techniques[00:40:05] Leadership and Helping Teams Get Unstuck[00:42:03] Lessons from Climbing the Corporate Ladder[00:43:21] The Value of Enablement and Territory Management[00:46:20] Adapting to Market Changes and Customer Feedback[00:53:59] Choosing the Right Opportunities and Taking Risks[01:04:50] Sigma Computing's Growth and OpportunitiesHIGHLIGHT QUOTES“If you can't bet on yourself, who can you bet on?"“Knowledge is courage.”“You get delegated to those that you sound like.”“Hire the people commensurate to the territory that you have open.”“Don't confuse position with opportunity.”

Schedule a Meeting with Joshua TODAY!Tired of hearing “I need to think about it” right when you think you've closed a deal? You're not alone—sales objections are one of the biggest hurdles in the industry. In this episode, we reflect on the powerful sales system David Esh shared in our last conversation(LISTEN HERE). If you've ever struggled with clients saying, “It's too expensive” or “I need to think about it,” this breakdown of his approach will show you how to prevent those objections from ever surfacing.Discover how to eliminate objections before they happen—saving you time and frustration.Learn the power of setting expectations early to prevent last-minute deal breakers.Find out how shifting from “selling” to “serving” can transform your closing rate.Stop letting objections derail your sales! Tune in now to learn how to take control of your process and close more deals with confidence. Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design

In this episode, we dive into the mindset of working for a lasting legacy instead of chasing instant gratification. Chad shares his perspective on why building something that outlives you—whether it's for your family, your clients, or the impact you leave behind—should be the true motivation behind your work. It's about making decisions today that set up long-term success, rather than focusing only on short-term rewards. Hear how shifting your mindset toward legacy can bring deeper purpose, fulfillment, and lasting impact to everything you do.

Do you feel uncomfortable with the sales process as a creative? In this candid mini-episode, Martine Severin tackles the topic many creatives dread: sales. Martine breaks down practical strategies for artists to sell their work authentically without feeling like "used car salesperson."  Chapters 00:00 Introduction to Creative Life 00:23 The Visibility to Sales Paradox 03:16 Understanding Sales for Artists 10:19 Building Community and Networking 14:00 Cultivating an Audience and Collectors 20:07 The Sales Process Explained 27:35 Transforming Sales Mindset Perfect for: Artists, photographers, designers, and creatives who feel uncomfortable with the sales process but want to improve their results. Danielle Chutinthranond: E28 Maria Bayer: https://members.mariabayer.com/2025-is/ Maria on Instagram KEEP UP WITH MARTINE: Website: Martine Severin Follow on Instagram: @martineseverin | @thisishowwecreate Subscribe to the Newsletter: Martine's Substack This episode of This is How We Create is produced and edited by Martine Severin. #CreativeBusiness #ArtSales #CreativeEntrepreneurship #SalesForArtists  

Unlock the future of executive search operations with this episode of The Full Desk Experience. Dive into actionable strategies and decision points that will help you harness AI to drive your firm's growth and competitive advantage.Key highlights:Discover the six essential decisions for integrating AI in your recruiting workflow, from optimizing at the recruiter or firm level to choosing the right ownership model for your AI tools.Why focusing on mastering core AI platforms is far more valuable than chasing the endless parade of new “wrapper” apps.Practical frameworks for assessing where AI will deliver the highest ROI: from streamlining candidate presentations to enhancing your business development and back-office operations.Insightful guidance on conducting a strategic, firm-wide AI audit versus simply winging adoption as you go.The critical value of “influence over efficiency”—how AI can drive not only productivity but better outcomes in client and candidate management.Is now the time to standardize your firm's AI knowledge, or nurture entrepreneurial recruiters? Will specialized AI tools survive the coming market shakeout?Tune in to get clarity—and learn how to put these strategies to work in your own practice._________________Tools mentioned in this episode:AI Tools & Large Language ModelsChatGPT (by OpenAI)Gemini (by Google)Claude (by Anthropic)CopilotPerplexityDeepSeekRecruiting/Industry ToolsCrelate Copilot (Crelate's AI assistant for recruiting)Zoom (specifically for the AI Companion functionality)MetaviewZoomInfoApolloLinkedIn Recruiter_________________Follow Tricia on LinkedIn: https://www.linkedin.com/in/triciatamkin/Follow Jason on LinkedIn: https://www.linkedin.com/in/jasonthibeault/Learn more about Moore Essentials here: https://mooreessentials.com/Want to learn more about Crelate? Book a demo hereFollow Crelate on LinkedIn: https://www.linkedin.com/company/crelate/Subscribe to our newsletter: https://www.crelate.com/blog/full-desk-experience

In this engaging conversation, Chris Logan, founder of Virtual Wholesaling Made Simple, shares his journey from traditional wholesaling to virtual wholesaling, emphasizing the importance of mindset, building trust with sellers, and streamlining business operations. He provides actionable insights on how to identify profitable territories, the significance of tracking metrics, and the mindset shifts necessary for success in the real estate industry. Chris also discusses his passion for helping others achieve their goals in wholesaling and the impact he aims to make in the coming years.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Chad shares why he's still expecting a record-breaking year in annuity production—even with market uncertainty on the horizon. He unpacks the mindset, strategies, and opportunities that make strong sales possible regardless of market conditions. From staying proactive with clients to focusing on value-driven conversations, Chad explains how agents can thrive even when the broader financial outlook looks shaky.

Sales is an endless grind when conversations go nowhere and promising leads vanish without a trace. It's frustrating to put in the effort only to see minimal results, leaving you wondering if the problem is the market, the pitch, or something deeper. Sometimes, the very strategies meant to bring in business end up pushing prospects away—too aggressive, too impersonal, or simply not hitting the right pain points. The real challenge isn't just finding more leads, but figuring out why the right ones aren't sticking around. Scott Channell, a B2B lead generation expert and author of Sell the Meeting, has decades of experience in outbound sales and executive appointment setting. Having booked over 2,000 high-level meetings, he now trains companies on sales strategies and process optimization. Today, he shares key tactics for successful outbound sales, emphasizing the importance of targeting high-probability prospects, avoiding common mistakes, and implementing a systematic follow-up approach. His insights highlight the value of preparation and persistence in closing deals effectively. Stay tuned! Resources: More B2B Sales Appointments And Calls That Close Follow Scott Channell on Facebook Connect with Scott Channell on LinkedIn