Podcasts about scalable

Childcare is not a personal problem. It is an economic one, and the system built to support it is underfunded, understaffed, and breaking down.On She Built It®, Jennifer Cowan, CEO of Connections for Children, a $30 million nonprofit serving the West Side and South Bay of Los Angeles, shares what it actually takes to lead a mission-driven organization through a pandemic, wildfires, a headquarters move, and a national childcare workforce crisis, all while continuing to grow. Jennifer talks about how she turns big ideas into scalable systems, what it takes to align public, private, and community stakeholders around a common goal, and why resiliency and flexibility are the most critical leadership skills in the nonprofit sector today. She also speaks to the founding of New York City's first Expanded Learning Time model (now replicated nationally) and what leaders need to understand about building something designed to scale.This is a conversation about systems, leadership, and what it looks like to keep showing up for families when everything around you is changing.Connect with us:Connections for Children WebsiteConnections for Children LinkedInConnections for Children InstagramConnections for Children FacebookJennifer Cowan LinkedInWork with She Built It® Media She Built It® Instagram She Built It® CEO, Melanie Barr InstagramMelanie Barr LinkedInShe Built It® LinkedIn

How Ankit Nayal scaled organic TikTok to 50 million views with an AI content factory, and why half of them were wasted until conversion came first.Most founders who burn through their paid ad budget pivot to organic with one or two accounts and hope something works.Ankit Nayal pivoted to organic and went to 150 to 200 TikToks a day.He runs this for his app Flamme. He has crossed 50 million views. He told me more than half of those views were wasted, because conversion was not in his framework yet. The episode is about what he built once that became obvious.The path there started in a cave. After losing his ad budget in 2025, Ankit scrolled TikTok for four hours a day for two months. He compared it to having McDonald's every meal. Out of that came the VSC framework. Viral: an under-5,000-follower account with a 100K-view post that is still picking up trend score. Scalable: a format that replicates cleanly across accounts. Convertible: a video that actually pulls downloads. Memes pulled 0.1% conversion. A girl reacting to a hook pulled 0.5%. A 100K-view reaction beat a 2M-view meme on bang for buck.The system around the framework is more cumbersome than most posts about it admit. He started by filming himself and concluded that a brown man with an Indian accent was not the best fit for the American market. He moved to Russian creators sourced through Kwork.ru at one dollar a minute and twenty-five cents per ten-to-fifteen-second reaction. ChatGPT translation overhead killed that workflow. He moved to Sora 2, then to Seedance. Every clip gets broken into five-second blocks because the model starts hallucinating past five seconds. A CapCut filter layer with ten effects scrubs the plastic skin off AI faces. Phones get lined up on physical farms because the TikTok API gets content flagged.The funnel sequence he ends on is the part that stuck with me. Organic first, then UGC, then paid. Most founders run it backwards.Video Chapters: 00:00 Introduction03:00 Losing the paid ad budget on a dating app06:00 Four hours of TikTok a day for two months11:00 The VSC framework14:00 Why memes converted nothing18:00 Russian creators on Kwork20:00 Moving to Sora 2 and Seedance22:00 The CapCut plastic-skin filter23:00 The five-second hallucination limit26:00 Why lip sync breaks scale31:00 The phone farm38:00 Which products should not run organic TikTok39:00 Organic, then UGC, then paidTopics covered:- Organic TikTok at scale for consumer apps- The VSC framework: viral, scalable, convertible- AI UGC production with Sora, Seedance, and CapCut- Creator sourcing on Kwork and the limits of real UGC- Phone farms and TikTok content flagging- Why B2B founders should not run organic TikTokLearn more:https://mobileuseracquisitionshow.com/episode/[slug]/ - Episode page https://www.linkedin.com/in/annayal/ - Connect with Ankit on LinkedIn https://www.annayal.com/ - Ankit's website https://intelligentartifice.kit.com - Newsletter

Significant enterprise investment in AI-driven customer service is producing inconsistent outcomes — and the gap between deployment ambition and measurable business value remains striking. In this episode, Shri Nandan, VP of AI Products and Experiences at Comcast, examines why organizational culture and readiness are the primary determinant of whether AI in CX delivers results that move the needle. The conversation covers how to define resolution in an agentic AI environment, how context transforms the role of human agents, and why a conservative, staged rollout reduces the risk of large-scale failure. This episode is sponsored by Dialpad. In this episode, we cover how to move from AI proof-of-concepts in customer service to deployments that consistently improve business outcomes. To go deeper on this topic and learn how consultants are winning business with evidence-based AI ROI and building long-term capabilities instead of chasing short-term gains, download our free PDF report, "3 Keys to Thriving in the Coming Era of Automation" at emerj.com/cok1

Viele Jahre war der Geldmarktfonds das Stiefkind der Fondsbranche – heute steht er dauerhaft in den Top Ten der meistverkauften Produkte. Wie kann das sein? Christoph Fröhlich trifft Pegi Myshqeri von Natixis Investment Managers, die bei dem Haus eine Doppelrolle ausfüllt, die es vor zwei Jahren so noch gar nicht gab: Liquiditätsprodukte und digitale Plattformen. Im Gespräch räumt sie mit hartnäckigen Mythen auf (etwa was sie von Tagesgeld und von Overnight-ETFs unterscheidet) und erklärt, warum hinter den verlockenden Cash-Zinsen von Trade Republic, Scalable & Co. fast immer ein Asset Manager steckt. Außerdem: Warum die Branche den Neobrokern lange beim Wachsen zugesehen hat, wo Partnerschaften ins Stocken geraten und weshalb eine Fondsplattform 2026 nach Myshqeris Überzeugung nicht neutral sein kann. Zum Schluss eine Serien-Empfehlung. Jetzt reinhören.

"The real challenge is converting enterprise data into real-time, accurate, meaningful context" In this episode of Mint Techcetra, Nelson John speaks with Sriram Raghavan, General Manager, IBM Software, India, and Software Innovation Lab, about how agentic AI is driving the next major evolution in enterprise data management. From data silos and real-time context to hybrid architectures and governance, the discussion examines what organisations need to do to build AI-ready data foundations. The conversation also explores the expanding definition of digital sovereignty and why openness, flexibility, and control are becoming key considerations as enterprises modernise their data and AI environments. Learn more about your ad choices. Visit megaphone.fm/adchoices

In This Episode of Business Lunch: We explore the latest in AI tools, how they're using them for content creation, research, and business automation, and share practical tips for integrating AI into your workflow.Chapters:00:00 Navigating Parenthood and Business Challenges02:59 Leveraging AI for Content Creation05:57 Exploring AI Tools and Their Applications08:51 Choosing the Right AI Tools for Your Needs11:54 Integrating AI with Personal Knowledge Management14:53 The Role of Obsidian in AI Workflows21:30 The Role of AI in Coding and Management22:52 Understanding Client Needs and AI Utilization24:41 Navigating AI Tools: Productivity vs. Complexity26:35 Exploring AI Platforms and Their Unique Features28:30 Researching with AI: Tools and Preferences30:53 The Future of AI Content Creation32:45 Personalizing AI Interactions for Better Outcomes39:14 The Importance of Human Touch in AI-Driven Content42:20 AI as an Essential Tool for Business LeadersConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

There comes a point in business where more is not always better.More offers, more income streams, more platforms, and more launches can look like success on paper. But behind the scenes, they can quietly become the very thing you were trying to escape.I know because I built that version of business.After years of creating digital products, workshops, courses, and programs, I had an ecosystem that was making good money. But I was also managing too many moving parts, working harder than I wanted to, and feeling further away from the freedom I had built the business for.That was my turning point.In this episode, I'm sharing why one clear, leveraged offer can be far more powerful than a complicated offer ecosystem. I talk about what I learned from building The Freedom Plan, what happened when my business became too complex, and why coaches, consultants, and service providers need to focus on the offer that creates the most impact, income, and spaciousness.Because the goal is not just to get paid for your expertise.The goal is to build something that scales beyond your time, supports the life you actually want, and gives you the freedom to enjoy the business you worked so hard to create.What You'll Learn:How a successful offer ecosystem can become too complicated to runWhy more income streams do not always create more freedomWhy one clear, leveraged offer can create more impact than multiple scattered offersHow to identify the offer that plays to your strengths and solves a real problemWhy one-to-many offers are powerful for coaches, consultants, and service providersHow to build your offer around your life goals, not just your revenue goalsKey Takeaways:More offers do not always mean more freedom.If every offer needs your time, energy, and attention, your business can quickly become overwhelming.A leveraged offer gives your expertise room to scale.A one-to-many offer lets you help more people without adding more hours to your week.Your best offer should support the life you want.It should create income, impact, and spaciousness, not pull you further away from your freedom.You do not need to be everything to everyone.When you get clear on the real problem you solve, your business becomes easier to build and sell.Clarity comes from action.You do not need a perfect offer. You need to test, refine, learn, and keep moving.Key Resources:Get the 48-Hour Offer Kit to help you turn your ideas, strengths, and lived experience into a clear, sellable offer in 48 hours.Join the free masterclass, Turn Your Expertise Into A Profitable, Scalable Offer, on June 26th at nataliesisson.com/masterclass.Explore more episodes and resources at lifepilot.co/podcast.If this episode helped you think differently about your expertise, your offer, or the business you actually want to build, come and tell me. Find me on Instagram at @nataliesisson or connect with me on LinkedIn, Natalie Sisson.A little reminder: You do not need to have everything figured out before you start.You already know more than you think. Now it is time to turn that into an offer that supports your life, not one that consumes it. Hosted on Acast. See acast.com/privacy for more information.

How did a Colorado dental group turn technology disaster into a growth catalyst?This episode takes us behind the scenes of a bold, full-scale transition at a seven-location pediatric dental group: moving from server-based Open Dental to the cloud-powered Dentrix Ascend. Nicole Hartshorn, COO and regional manager, shares how scaling demands seeing every location not as isolated outposts, but as parts of a truly unified business, and what happens to patient experience when operational hiccups ripple through the system.Nicole pulls back the curtain on the first big shock moving from Open Dental: financial ledger data didn't migrate, instantly breaking accounts receivable tracking. Her team faced the daunting reality of rebuilding patient balances by hand, a process that took months and tested resolve. She explains how intensive on-site trainers, standardized SOPs, and continuous coaching from Dentrix Ascend turned the tide with upfront struggles, leading to breakthrough systems that allow team members to focus on a better patient experience. Nicole also dives into the nitty-gritty of effective recall protocol, automation that frees teams for powerful community outreach, and the often-overlooked details that make or break pediatric experience at scale.What You'll Learn in This Episode:Why unified operational systems are critical for multi-location practicesThe costly surprise of non-migrating financial data and how to recoverHow on-site software trainers shape successful change managementStrategies to overcome “we've always done it this way” resistanceA high-impact, personalized recall system that keeps patient engagement at 95%+The crucial (yet often ignored) role of documenting visit detailsAutomation hacks like insurance verification that give back staff timeHow quarterly outreach campaigns grow referrals in pediatric dentistryPitfalls of focusing solely on collections over production and recallThe importance of standardization for large provider teamsWhy “add-on” side services can undermine your core pediatric businessReady to hear how bold leadership can turn an operational crisis into long-term growth? Listen now for firsthand lessons you can use in your own practice!‍Sponsors:‍Dentrix Ascend: Smarter System, Smarter Practice: Dentrix Ascend Cloud-Based Dental Software Break free from software hassles and come with us to the cloud. Spend less time managing your practice and more time caring for your patients. Tap here for a special offer!Tap here for a special offer!Guest: Nicole HartshornPractice Name: Pediatric Dental Group of ColoradoCheck out Nicole's Media:LinkedIn: https://www.linkedin.com/in/nicole-hartshorn-9a927770/‍Host: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/‍Join this podcast's Facebook Group: The Dental Marketer Society‍Love the Podcast? Follow on Your Favorite App! https://lnkfi.re/TDMPod

This week, the Dental Amigos welcome Summer Kassmel, DDS, owner of Castle Peak Dental and Avon Dental, and Ladder5 Mentorship & Resources. She is also a black belt coach for the Dental Success Institute. Dr. Kassmel is a successful multi-practice owner, speaker, coach, and entrepreneur who helps dentists create profitable, systemized practices while building fulfilling lives outside the operatory. In this episode, Summer shares her journey from clinical practice owner to business leader and mentor. She discusses the importance of intentional hiring, building a strong culture through clear values and expectations, leveraging outsourcing and automation to reduce team burnout, and using practice metrics to successfully grow associate dentists. Summer also explains how thoughtful leadership and strategic planning can help practice owners scale while maintaining profitability and work-life balance. To learn more about Summer Kassmel and Ladder5 Mentorship, visit https://summerkassmel.com/. Additional Resources: * Instagram: https://www.instagram.com/drsummerkassmel/ * LinkedIn: https://www.linkedin.com/pub/dir/Dr.+Summer/Kassmel/us-0-United-States * Ladder5 Mentorship: https://summerkassmel.com/ * Ladder5 Webinar Registration: https://products.summerkassmel.com/registration-page Listeners who want to reach Paul can do so at Paul@DentalNachos.com and those who want to reach Rob can do so at Rob@RMontgomery-law.com.

Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://partner.scalable-capital.de/go.cgi?pid=576&wmid=301&cpid=4&prid=13&subid=&target=Broker-Online (*) Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital.Investire comporta dei rischi. Negli ultimi anni gli ETF indicizzati sono diventati la forma di investimento più diffusa: costi bassi, massima diversificazione, compri il mercato e lasci fare al tempo. Ma cosa succede quando il mercato cambia natura? In questa puntata analizziamo l'impatto di una nuova ondata di mega IPO e grandi emissioni azionarie da parte delle principali società tecnologiche — da SpaceX a OpenAI, fino a Google — e cosa potrebbe significare per gli indici e per chi investe in ETF. Poi passiamo alla domanda chiave: la crescente concentrazione dei mercati è un problema reale per l'investitore passivo o semplicemente una nuova fase del mercato globale? Prodotto e distribuito da Corax. (00:00) Il tuo ETF sta per comprare le mega IPO (09:52) Lo smart money vende, il tuo ETF compra (11:30) Il segnale che anticipò il 2000 e il 2021 (14:25) Il problema nascosto degli indici passivi (17:13) Index squeeze: domanda forzata, offerta minima (22:00) Il World è davvero diversificato? (23:16) Perché non bisogna farsi prendere dal panico (26:14) Cosa fare davvero con il portafoglio (32:50) La differenza tra passivo e cieco

What happens when deep expertise meets a business model designed around better client outcomes? In this episode of It's Your Offer, I'm joined by my client Kim Suvak Warden, nurse practitioner and founder of The Klinic by KSW Medical Aesthetics, a full-service medical aesthetics practice with locations in Woburn and Winchester, Massachusetts. Kim's approach to aesthetics is unlike the traditional "turn and burn" med spa model. Her work is rooted in skin health, prevention, education, and helping clients feel confident in a way that looks natural, aligned, and deeply personalized. But this conversation is also about business growth. Over the last year of working together, Kim has doubled her revenue, opened a second location, grown her membership to over 100 members, and created repeatable events and treatment pathways that allow her team to deliver stronger client outcomes while creating more consistency and cash flow inside the business. What I love about Kim's story is that this growth did not come from adding more random offers, chasing discounts, or constantly running disconnected promotions. It came from getting clear on what was already working, simplifying the client journey, packaging her expertise into a more powerful offer structure, and building a business model that supports both the patient result and the business result. If you are a service provider, brick-and-mortar business owner, wellness expert, med spa owner, or any entrepreneur whose expertise is the thing people are buying, this episode will give you a powerful look at what happens when you stop selling one-off services and start building around the full client transformation.   Mentioned in this episode The Klinic by KSW Medical Aesthetics Main Website Connect with Kim Warden on Instagram Connect with The Klinic on Instagram Schedule a Consultation Offer Optimization Scorecard   Work/Connect with me: Offer Optimization Scorecard Book a Profit Strategy Call Leave a Podcast Review Subscribe   Tune in to start taking your business and life to the next level today and don't forget to subscribe or follow the podcast to make sure you don't miss any future episodes. Visit https://jessicamillercoaching.com/ to learn more. You can also follow me on Instagram (@jessicadioguardimiller) and Facebook.

Send Katie a Text Message!! One of the biggest misconceptions I see in the interior design industry is the belief that profitability automatically means your business is healthy.It doesn't.You can have beautiful projects, happy clients, strong revenue, and still be operating a business that can't handle another level of growth.In this episode, I'm breaking down the difference between a profitable design business and a scalable design firm—and why that distinction matters if you're trying to move from six figures to seven figures.We're talking about the hidden ways owners compensate for weak systems, how growth exposes structural problems, and why building a load-bearing business matters more than simply increasing revenue.In This Episode, We Cover:Why profitability and scalability are not the same thingThe signs your business may already be at capacityHow owner dependency creates hidden risksThe four load-bearing elements of a scalable design firmWhy more growth often reveals business weaknessesHow to run a simple load test on your businessThe CEO mindset required for sustainable growthIf you've ever felt like your business is working but something still feels off, this episode is for you.Because the goal isn't just to make more money.It's to build a business that can actually carry the success you're creating.Connect with KatieLinkedInBusiness Strategy Sessions for Interior Designers Free Resources for scaling your interior design firmWebsite

You know your retainers have a ceiling. You have even picked your specialty. But your calendar is full, your fractional clients still need you, and you are stuck on one question: how do I actually start to move to a scalable offer? Fractional retainers feel safe, but that steady monthly model is the thing capping your business. Moving to scalable high-ticket projects sounds like a leap you cannot afford while clients still depend on you. This episode is the practical one. The three steps to take to begin the transition. Send me a DM on LinkedIn. Tell me where you are in your journey to a scalable offer! Work With Coach Natalie

Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

Con Scalable investi in azioni e ETF con un partner 100% tedesco, sicuro e regolamentato. Crei piani di accumulo senza costi d'ordine e inoltre ricevi interessi sulla liquidità, senza vincoli.

In this episode, Angel sits down with real estate investor and certified property manager Jason Martins to discuss what it really takes to build and operate a successful property management company. Jason shares his journey from working in radio to managing properties full-time, the realities of property management, the role of technology in modern operations, and why investors should consider bringing management in-house as they grow their portfolios.Topics CoveredProperty management as a business and career pathJason Martins' transition from radio broadcasting to real estateHow a side hustle grew into a full-time property management companyThe advantages of in-house property management for multifamily investorsWhy property management is not passive incomeThe importance of education, certifications, and industry organizationsBuilding systems, vendor networks, and operational infrastructureCommon challenges property managers face with tenants and ownersThe emotional side of managing residents and difficult situationsHow technology has transformed property management operationsRemote property management and managing from out of stateImproving tenant communication through online portals and automationTips for investors considering starting their own property management companyQuotes"Property management isn't passive income. It's a full-time job and, in many ways, a 24-hour-a-day responsibility." — Jason Martins"Technology has completely changed property management. Today, you can manage properties from anywhere while creating a better experience for both owners and tenants." — Jason MartinsConnect with Jason https://www.linkedin.com/in/jason-martins-cpm%C2%AE-741a7654/Connect with Angel https://www.linkedin.com/in/angel-williams-re/

You don't have to build your own business from scratch to be an entrepreneur. You can buy one instead. Della Kirkman, CPA and founder of Shift-N-Gears, is on a mission to help 10,000 women become business owners through acquisition. After starting as a waitress at Cracker Barrel, Della worked her way up to owning and selling her own accounting firm. Now, she's teaching others how to achieve wealth, independence, and freedom by buying businesses that are already established and successful. In this episode, Della shares her insights on risk, funding, and deal sourcing and explains why acquisition entrepreneurship is one of the most underutilized paths to financial freedom, especially for women. In this episode, you will: How to scale and grow an acquired business Insights on sourcing deals and funding for acquisitions Why every business needs to go digital   Highlights: (00:00) Meet Della Kirkman (02:36) Why women are still behind in financial independence (05:43) The realities of buying a business (09:42) What buyers get wrong about acquisitions (11:17) Building an opportunity fund (14:21) Sourcing the right kind of deals (18:24) How to stand out to brokers and dealmakers (23:06) Inside Della's business buying bootcamp (28:51) Challenges in advising business buyers  (34:18) Why every business needs a digital component   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Della: Connect on LinkedIn: https://www.linkedin.com/in/dellakirkmancpa/    Vote for Della at the 2025 Harbour Club M&A Awards: https://docs.google.com/forms/d/e/1FAIpQLSd5soMcyzgR8tzBqEil-2-JPk-GPfMp-W5bmvKqFSkL7uvkxg/viewform   Learn more about Della's company: Shift-N-Gears: https://www.shift-n-gears.com/    Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

In This Episode of Business Lunch: We explore how business owners can maximize their exit multiples by focusing on clarity, positioning, and structure in the final months before a sale. It challenges the instinct to chase new revenue at the last minute and emphasizes the importance of risk management, revenue segmentation, and deal structuring.Chapters:00:00 Introduction to Maximizing Exit Multiples00:28 Common instinct: Grow Sales Before Exit01:01 The Counterintuitive Reality of Final Months01:16 Value Creation vs. Value Realization02:12 Why Bigger Is Not Always Better02:39 Stage Your Business Like a House Sale03:07 Revenue Growth Can Hurt Valuation04:13 Buyers Pay for Risk, Not Just Revenue05:07 Profitability Over Vanity Metrics06:03 Segmenting Revenue Streams07:02 Risk and Multiple Application08:07 Proving Cash Flow and Profitability09:28 Bridging EBITDA to Cash Flow10:37 The Importance of Clean Financials11:05 The Dangers of Adbacks12:35 Building Trust and Eliminating Risk13:09 Working Capital and Its Hidden Dangers14:39 Defending Against Working Capital Manipulation15:40 Deal Leverage and Competitive Tension17:09 Staging Data and Buyer Competition18:37 Optimizing Deal Structure and Tax Planning20:20 Key Takeaways: Clarity, Proof, and Structure21:30 Applying These Principles to Your Career22:16 Conclusion: Fix the House, Not Just Build ItConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Episode 148: This week, Kyle Van Pelt talks with Dan Johnson, Senior Managing Director and Head of Wealth Management Practice at F2 Strategy. Dan is an industry leader in portfolio management systems implementation, investment performance conversions, centralized portfolio management, and integrations with advisor-driven toolsets.  Dan talks with Kyle about scaling the wealth and asset management business without technology overload. From the pitfalls of shiny object syndrome in tech to the discipline required to scale, Dan discusses the real role of technology, not as a collection of tools, but as a strategic amplifier of a firm's value proposition. He also shares the powerful shift in the industry from "next best actions" to "next best experiences," where advisors use technology and data not just to optimize operations but to create meaningful, human-centered client relationships.  In this episode: (00:00) - Intro (01:13) - Dan's money moment (03:56) - Are RIAs just reinventing wirehouses?  (06:06) - The challenges of becoming the accidental CEO and CTO  (10:22) - Scaling through discipline and reducing tech bloat (14:18) - How to evaluate technology effectively  (19:40) - How AI is driving change in wealth management today (27:52) - Why data strategy is the foundation of AI  (31:38) - Dan's outlook about the future of the financial services industry (32:31) - Dan's Milemarker Minute Key Takeaways Stop trying to be great at everything. The best firms intentionally choose two to three areas where they'll be exceptional and accept being average everywhere else. Focus creates differentiation. The firms that scale well identify their true differentiators and build their tech stack around those.  "Interesting" doesn't build your business—"useful" does. It's easy to get caught in the hype of AI and emerging tech. But if it doesn't improve efficiency, increase margin, or drive revenue, it's just noise. There's a difference between being curious about AI and actually deploying it in a way that moves the needle.  The next frontier isn't efficiency, it's experience. AI is already proving its worth in the back office. The real opportunity now is using that freed-up capacity to create genuinely memorable client experiences. Think less "next best action" and more "next best experience."  Data is no longer optional. It's the foundation. AI is only as powerful as the data behind it. Firms that own, structure, and govern their data effectively will be the ones that actually unlock value from AI.   Quotes "Technology is meant to amplify your value proposition to your client." ~ Dan Johnson "You can't be exceptional at everything. Pick two or three areas where you're going to hang your hat, and they're going to be unique components when it comes to technology." ~ Dan Johnson "If you don't invest, take it seriously, and put together proper data structures, you're never going to get the AI." ~ Dan Johnson Links  Dan Johnson on LinkedIn F2 Strategy  Joshua Brown  Doug Fritz Dennis Moseley-Williams Unreasonable Hospitality Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit, host Steve McGarry sits down with sales growth expert Mike Huey, President of Scalable Sales Solutions, to unpack one of the biggest hidden risks that can derail a business sale: founder-led sales. After spending 30 years in sales, scaling companies, and helping owners prepare for successful exits, Mike explains why buyers hesitate when revenue depends entirely on the owner and what founders can do to build a sales organization that actually transfers. Mike shares tactical advice on when business owners should finally take off the “sales hat,” how to build a repeatable sales system, and the common mistakes entrepreneurs make when scaling their teams. From compensation plans and accountability metrics to CRM systems, AI automation, and relationship handoffs, this episode is packed with practical strategies for founders looking to increase enterprise value and make their business more attractive to buyers. Whether you are preparing for an exit or trying to scale smarter, this conversation offers a roadmap to building a company that can thrive without you. -- Mike Huey is the President of Scalable Sales Solutions and a sales growth strategist with more than 30 years of experience in sales, sales leadership, and business scaling. After helping companies prepare for acquisition, Mike became SIPA certified in exit planning and now works with founders to remove themselves from founder-led sales, build scalable systems, and increase business value ahead of an exit. He is also the author of Make Your Company Scalable and Saleable. LinkedIn: https://www.linkedin.com/in/mikehueysales/ Website: https://www.scalablesalessolutions.com/ -- Key Timestamps: [00:01] Steve Introduces Mike Huey [03:05] Mike Huey's Sales and Business Background [04:16] The Importance of Transferable Sales Systems [04:51] Steps to Make a Sales Org Transferable [06:25] When to Transition Sales Responsibilities [07:36] Implementing Effective Sales Systems and Playbooks [08:44] The Role of Relationships in Business Transfer [09:40] Gradual Handoff of Sales Accounts [11:13] Common Mistakes in Sales Transition [11:53] Mistakes Entrepreneurs Make in Sales Transition [12:47] The Ego Trap in Sales Management [13:45] Importance of Compensation Plans and Structure [15:12] Restructuring Sales Teams for Growth [16:23] Buy Side: Key Factors When Acquiring a Business [17:35] Assessing Sales Team Accountability and Metrics [18:45] Organizational Structure and Industry Fit [21:31] Using CRM and AI to Increase Sales Efficiency [25:16] Leveraging Data and Knowledge Sharing in Sales Teams [25:44] Increasing Business Value Through Sales Systems [27:52] Advice to Future Entrepreneurs and Business Owners [29:46] About Mike Huey and Scalable Sales Solutions -- The Exit — Presented By Flippa A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates: flippa.com/the-exit-podcast/

In This Episode of Business Lunch: This episode features expert insights on transforming business profitability, increasing valuation, and strategic growth through proven systems and mental shifts. Learn how to leverage profit accelerators, build transferable value, and scale your business effectively.Chapters:00:00 Introduction: The Power of Strategic Lunches and Success Secrets00:46 Getting to Bankable Profit: The E2P Strategy01:02 Lessons from Inc 500 Companies and Profit Challenges02:08 The Impact of Profit on Momentum and Leverage03:07 Case Study: Native Commerce's Rapid Growth and Profitability04:01 Growth at the Cost of Profit: Lessons from Big Companies04:58 Optimizing Customer Acquisition and Unit Economics05:57 Amazon's Profit Centers: Fulfillment, Prime, and AWS07:22 Acquiring Media and Building Owned Channels08:19 Pivoting Business Models: From Selling Products to Leads09:10 Case Study: Turning a Golf Business Around10:09 Math Exercise: Monthly Profit Potential and Growth11:07 Reverse Engineering Business Valuation and Growth12:34 Old Way vs New Playbook for Business Growth13:02 Achieving Transferable Value: Brand and System Independence15:25 Productizing Services and Acquiring Intellectual Property17:22 Valuation Multiples and Growth Potential20:49 From Small Business to Unicorn: Growth Examples22:09 Breaking the Hamster Wheel: Creating Value Accelerators23:00 Internal Shifts: Working Above the Business23:57 The Power of Mentorship and Risk-Taking26:26 Mindset Shifts and the Importance of Mentors27:22 Accelerating Business Growth with Mentorship and ModelsConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Artificial intelligence is no longer a futuristic concept—it has become a fundamental business tool that is reshaping how organizations operate, innovate, and compete. According to McKinsey's 2025 State of AI report, 78% of organizations now use AI in at least one business function, a significant increase from 55% just a year earlier. Yet while adoption is accelerating, many organizations still struggle to move beyond experimentation and create measurable business value from their AI investments. (McKinsey & Company) In this episode of Let's Have This Conversation, we sit down with Danny Carpio, an organizational architect, systems builder, attorney, and partner at Veri. For more than 13 years, Danny has been designing the governance structures, operating systems, and coordination frameworks that allow organizations to scale effectively in complex and rapidly changing environments. Throughout his career, Danny has worked across decentralized organizations, venture-backed startups, and multi-entity networks, helping teams raise and manage eight-figure capital pools, incubate businesses, and build operating models that others could successfully replicate. His expertise lies at the intersection of organizational design, operational excellence, and emerging technology—particularly the AI infrastructure that enables businesses to compound growth rather than simply automate tasks. During our conversation, Danny explores why so many companies are rushing to adopt AI without first building the operational foundations necessary for long-term success. We discuss the difference between using AI as a productivity tool and integrating it as a true organizational operating layer, the challenges leaders face when scaling AI initiatives, and why governance, systems thinking, and human coordination remain critical in an increasingly automated world. Danny also shares insights into Veri, a platform designed to solve one of the biggest challenges facing content creators today: disconnected tools. By combining analytics, research, scripting, packaging, and strategy into a single system that remembers a creator's channel and workflow, Veri helps creators leverage AI while maintaining full control over their content and decision-making. Whether you're a founder, executive, creator, or business leader trying to understand how AI can create sustainable competitive advantages, this conversation offers a practical roadmap for building organizations that are designed not just to survive technological change—but to thrive because of it.     LinkedIn: @dannycarpio X: @augmentedthings   Get the Book: https://www.amazon.com/dp/B0GZF9FLCR/ref=sr_1_1?crid=24E185I27CCSX&dib=eyJ2IjoiMSJ9.1KHg6ckcNIEGepPkdaVe5w.zGaVEwfi2QTeTncLdgAgTAXbo1tuJc4xHOQC-bT6Dzc&dib_tag=se&keywords=%2C+The+Unfirm%3A+The+New+Unit+of+Scale+Is+You%2C&nsdOptOutParam=true&qid=1780601244&s=digital-text&sprefix=the+unfirm+the+new+unit+of+scale+is+you%2C+%2Cdigital-text%2C146&sr=1-1     Learn more about your ad choices. Visit megaphone.fm/adchoices

In the second episode of the PE Insight Series, Todd Taskey hosts eight private equity executives to discuss the non-negotiable attributes they look for in scalable platform investments. In this episode… Scaling a company after a platform investment takes more than capital and ambition. What do private equity investors consider non-negotiable before backing a business for rapid growth and exit? Bill Sommerschield, Chad Scripps, Lee Minkoff, Larry Shangrin, Thomas Cooperrider, Stuart Colman, Jamie Kennedy, and Brian Schmidt discuss what makes a platform investment scalable. With host Todd Taskey, they talk about the importance of founder alignment, how strong teams and systems support growth, and the market traits that help drive successful exits.

In This Episode of Business Lunch: This episode explores the limitations of AI video summarization tools that rely solely on transcripts and introduces a groundbreaking method to give AI 'eyes' to process visual data directly from videos. Discover how combining visual and textual analysis can unlock precise insights from complex content, transforming productivity and data accuracy.Chapters:00:00 The Illusion of AI Video Summarization02:08 Why Claude Can't Watch Videos Natively03:19 Building a Workaround: The Claude Video Skill06:17 Synchronizing Frames and Text for Context07:11 Real-World Test: Comparing Transcript-Only vs Visual-Aided AI09:53 The Power of Visual Data in Financial and Technical Analysis11:20 Risks of Relying on Sanitized Summaries13:15 The Hidden Costs: Token Economy and Processing Limits15:42 Resolution and Sampling Trade-offs in Visual AI16:20 The User Experience: Terminal-Based Video Analysis18:01 Limitations and When to Use This Tool20:12 The Future: AI Perceiving the Entire Visual WorldConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Most pharma launch frameworks don't fail because they lack structure; they fail because they become rigid checklists that kill strategic thinking. In this episode, Lumanity's Business Development Director, Jeff Hart, and Launch Excellence Principal, Kirsty Tait, talk about how pharmaceutical companies can scale launch excellence as pipelines grow and complexity increases. Kirsty and Jeff explain that rigid, one-size-fits-all frameworks lead to inefficiency, slow decisions, and misalignment across global and local teams. Instead, organizations need a standardized operating system with built-in flexibility to tailor strategy by asset and market. Ultimately, success depends not just on process, but on strong governance, a single source of truth, and a winning culture that drives execution. If your launch process feels slow, inconsistent, or overly complex, this conversation will help you rethink how to scale without losing speed or impact. Resources: Follow Lumanity on LinkedIn and explore their website! Connect with and follow Kirsty Tait on LinkedIn. Connect with and follow Jeff Hart on LinkedIn. Take a look at the Launch Excellence Health Check here! Learn more about this series we're doing with Lumanity here: https://lumanity.com/commercialization-podcasts

In this episode of the Inspire Podcast, Bart Egnal speaks with Rachel Cossar, co-founder and CEO of Virtual Sapiens, about how AI is transforming leadership communication training. Drawing on her own journey from the professional world of ballet to expert in non-verbal communication, Rachel explains how her experience in performance and body awareness led to the creation of an AI-powered communication coaching platform. Together, Bart and Rachel explore why AI can be such a powerful complement to facilitated training and executive coaching, especially when it comes to practice, repetition, feedback, and accountability. They discuss their collaboration with The Humphrey Group, including how THG has trained the platform on their own IP and is integrating AI coaching into their programs to help participants build confidence and measure improvement over time. The conversation also examines the limits of AI, why human facilitation remains essential, and how the future of communication training will combine technology with human connection. A fascinating look at the evolving role of AI in helping people become more effective, authentic, and inspiring communicators. Learn more at https://www.virtualsapiens.co/ Show Notes: 00:19 Show intro 00:57 Introducing Rachel and Virtual Sapiens 02:29 Rachel's background 02:48 Started off in ballet 03:17 Body awareness and presence 04:21 What dance training made her realize about office life 05:04 Starting her new career 05:26 Consulting with the hospitality industry 06:34 The “always on” nature of hospitality 07:23 Silent service 08:36 How this applies to executive and leadership development 09:06 How the COVID disruption changed her work and business 09:28 The idea for Virtual Sapiens 09:49 How do you take training and truly make it muscle memory? 10:55 Rapid adoption of video during COVID changed things 12:57 How did Virtual Sapiens come to be? 13:30 Initial product: a video sidekick coach 15:02 How did people respond to AI feedback? 15:53 People now have overly high expectations of AI 16:53 The complexities of video avatars 17:55 Why Virtual Sapiens was a natural fit for coaching firms 18:31 The asynchronous practice tool 19:26 How Virtual Sapiens fits with The Humphrey Group 19:47 The Humphrey Group's “ELI” tool 20:13 Learners can see measurable improvements 20:49 Where is AI used best in facilitation and training? 21:44 Designing programs with more longevity 23:59 Scalable and concurrent learning 24:36 Why people find AI to be a safe space to practice 25:03 The fear of being judged 25:41 Why people prefer first reps with AI 26:23 Built-in accountability for learners 27:15 Post-facilitation tools and practice 29:36 Do people use it? 29:50 Why getting people on early is key 31:52 What is the future of Virtual Sapiens? 32:40 More task-specific LLMs 33:29 Where can people learn more

In This Episode of Business Lunch: We explore the five critical shifts entrepreneurs must make to scale their business to seven figures per month. Hosted by industry experts, it covers strategies for leveraging sales, increasing profits, and building transferable value without working more hours or sacrificing ownership.Chapters:00:00 Introduction: The Power of Strategic Lunches00:18 Host and Guest Introduction00:53 Overview of the Episode's Focus01:18 What It Takes to Reach Seven Figures Monthly02:12 Evolution of the Business Growth Framework03:11 Target Audience and Business Criteria04:10 Achieving Seven Figures in Revenue05:07 Leveraged Efforts and Results06:03 Importance of Exit-Ready Business07:00 Myth Busting: Work Less, Earn More07:29 The Value of Real Business Impact08:23 Overcoming Overwhelm and Market Confusion09:20 Generating Consistent Profits and Wealth09:46 Premium Valuations and Exit Strategies12:36 The Five Shifts to Scale to 7 Figures13:02 External Shifts: Sales, Profits, and Value14:01 The SPV Framework for Impact16:00 The Leverage Sales Shift17:25 Case Study: Digital Marketer's Transformation20:19 Building Evergreen and Recurring Revenue22:16 Content Marketing and Lead Generation Strategies24:38 Systematizing Sales for Growth26:02 Calculating Sales Growth Potential27:54 Analyzing Sales Variance and Opportunities28:52 Global Expansion and Replication29:34 Wealth Building Through Acquisitions30:03 Introducing the Epic Deal Fast Track Program31:00 How to Get Started with Business AcquisitionsConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

If you've been quietly wondering whether the shifts you're feeling in your business are temporary, or something bigger, this episode names it. All markets mature eventually and push generalists to specialize, but AI is speeding this process up at breakneck speed. In this episode, you'll hear the 5 things that happen in every commoditizing market, why being stuck in the middle is the most dangerous place to be right now, and the 3 moves to AI-proof your consulting business before AI eats the bottom and middle of the market.   Work With Coach Natalie

In this high-impact session, Lynn Whitbeck, the Queen of Sales, reveals the three foundational principles behind predictable, scalable sales growth. You will discover how to align your messaging with what your ideal clients actually care about, implement a proven sales blueprint that eliminates chaos, and master follow-up so opportunities no longer slip through the cracks. Tune in to hear Lynn's thoughts on: Why do so many business owners rely on inconsistent effort, unpredictable results, and hope as a sales strategy? How do you attract and engage ideal clients faster using Client Thinking? Why does implementing a sales blueprint create consistent results? How does strategic follow-up build trust and momentum? Why does value-driven follow-up increase close rates? And much, much more! @media only screen and (max-width:1024px) {.fusion-title.fusion-title-2{margin-top:30px!important; margin-right:!important;margin-bottom:30px!important;margin-left:!important;}}Invitation From Our GuestStruggling to rapidly improve sustainable repeatable sales? The Get More Clients Checklist unveils the proven and simple 12-steps used by Fortune 500 companies to close more sales. Grab your complementary checklist today! https://strategicsalesqueen.com/checklist/ @media only screen and (max-width:1024px) {.fusion-title.fusion-title-3{margin-top:30px!important; margin-right:!important;margin-bottom:30px!important;margin-left:!important;}}Connect With Our GuestWebsite: https://strategicsalesqueen.com Social Media LinkedIn Facebook Instagram YouTube Podcast .fusion-body .fusion-builder-column-1{width:100% !important;margin-top : 0px;margin-bottom : 70px;}.fusion-builder-column-1 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 1.92%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 1.92%;}@media only screen and (max-width:1024px) {.fusion-body .fusion-builder-column-1{width:100% !important;order : 0;}.fusion-builder-column-1 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:640px) {.fusion-body .fusion-builder-column-1{width:100% !important;order : 0;}.fusion-builder-column-1 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}.fusion-body .fusion-flex-container.fusion-builder-row-2{ padding-top : 0px;margin-top : 0px;padding-right : 0px;padding-bottom : 0px;margin-bottom : 0px;padding-left : 0px;}The post Your Winning Blueprint for Scalable Sales and Business Growth, With Lynn Whitbeck first appeared on The Influencer's Edge Podcast with Speaker Paul Ross.

Good work is everywhere. Scalable work is rare. We sit down with three leaders who live at the intersection of innovation, inclusion, and scale to answer the question nonprofit leaders can't avoid anymore: can your solution expand and still deliver real outcomes across different people, policies, and places?Host, Scott Light, is joined by Jennifer Riha, Chief Strategy Officer at Boundless and a 2026 Zero Project nominee, Tom Butcher, Senior Advisor and Zero Project Ambassador, and Anna Szczepanek, Executive Director of Penta Medical Recycling and a 2026 Zero Project Awardee.  Together, we break down the Zero Project's lens for spotting what truly works: innovation, impact, and scalability. Anna shares how an operations-heavy model can still scale globally when it is built on relationships, local partner insight, and disciplined logistics across customs, shipping, and changing conditions, including conflict zones. We also name the obstacles that slow inclusive innovation, like fragmented funding and limited support for core operations.  Plus, we look ahead to trends shaping disability inclusion, assistive technology, equitable AI, co-designed community-led solutions, and disability-inclusive crisis response.Stick around for a mission moment featuring Boundless at Home, a person-centered model that supports families to choose trusted caregivers and build continuity of care. If this conversation sharpens your thinking, subscribe, share it with a fellow nonprofit leader, and leave a review so more people can find it.Send us Fan Mail

Most law firm owners think they have a growth problem. But after working with hundreds of firms through Scalable Law, I've found that growth usually isn't the real issue. The real challenge is what's happening underneath the business. Episode Summary In this episode of the Scalable Law Podcast, I unpack the eight engine rooms that sit behind every scalable law firm and explain why operational structure, systems, leadership, and data are what truly drive sustainable growth. This episode is designed to help you identify which areas of your law firm are creating friction and which ones need attention right now so you can stop feeling reactive and start building a firm that operates with more consistency, profitability, and freedom. If your firm feels chaotic, if everything flows back to you, or if growth feels harder than it should, this episode will help you work out where the bottlenecks are and what to focus on next. In This Episode, I Cover: Why most law firms don't actually have a growth problem The difference between firms that create friction vs momentum The 8 core engine rooms behind scalable law firms How weak systems create owner dependency Why strong operational structure creates freedom The role of data and weekly scorecards in law firm growth Why practice management software alone is not enough How to identify which area of your firm needs attention first Why law firm owners need to spend more time on leadership and vision A practical exercise to score your own firm across all engine rooms The 8 Law Firm Engine Rooms 1. Client Acquisition How your law firm consistently attracts the right clients through marketing, positioning, lead tracking, and visibility. 2. Intake and Conversion How enquiries turn into retained clients through structured consultations, follow-up systems, pricing clarity, and engagement processes. 3. Legal Service Delivery How legal work is delivered consistently through workflows, SOPs, quality control, and clear responsibilities. 4. Client Experience How clients experience your firm through communication, onboarding, updates, and feedback systems. 5. Team and People How your team performs through accountability, KPIs, leadership, and structured management systems. 6. Financial and Data How your firm measures performance using weekly scorecards, profitability tracking, conversion metrics, and cash flow visibility. 7. Systems and Operations How the business operates behind the scenes through documented processes, automation, communication standards, and operational structure. 8. Leadership and Vision How direction, accountability, and decision-making are established within the firm to support long-term growth. Key Takeaway The firms that grow without burning out aren't just putting in more hours. They've quietly built the kind of back-end discipline that keeps everything from flying off the rails, clear processes, consistent execution, people who know what they're accountable for. Without that foundation, growth just means more chaos. With it, growth actually starts to feel like progress. Resources Mentioned Law Firm Engine Room Scalable Law Roadmap Book a Free Law Firm Growth Call Scalable Law Accelerator Program Connect with Scalable Law At Scalable Law, we help law firm owners build firms that grow sustainably through better systems, leadership, operations, team structure, and data-driven decision-making. Visit Scalable Law to access free resources, podcast episodes, workshops, and coaching programs designed specifically for law firm owners. If This Episode Hit a Nerve, Don't Keep It to Yourself Most law firm owners are having these challenges behind closed doors. The pressure of leading a team, navigating salary conversations, and trying to grow a firm without burning out is more common than people realise. If this episode made you stop and think differently about your firm, share it with another law firm owner who needs to hear it too. Tag me when you share it. I'd love to hear the moment or insight that stood out most for you. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

Audrey Neff sits down with CPA and founder of Keep What You Earn, Shannon Weinstein, for a candid conversation on the financial realities behind running a successful med spa. From cash flow and profitability to retail strategy, expansion, and exit readiness, Shannon breaks down the numbers every owner should actually be paying attention to. Together, they unpack why being "booked and busy" doesn't always translate to profit, the hidden revenue leaks many practices overlook, and what it truly takes to build a scalable, high-value business that creates long-term freedom instead of owner dependency.

In This Episode of Business Lunch: We explore effective marketing and sales strategies for high-ticket services, emphasizing the importance of working backwards from your end goals, focusing on the right customer journey, and structuring sales teams for success.Chapters:00:00 Introduction and May Madness03:04 Client Consultation Insights06:03 Lead Generation and Self-Liquidating Offers08:57 The Importance of Sales Teams11:53 Nurturing Leads Effectively15:05 Budgeting for Sales and Marketing18:02 Working Backwards from Goals20:57 Adapting Strategies for Different ProductsConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory's historic 2022 net energy gain—have marked a new chapter in the quest for fusion. Proving the physics in a lab, however, is a lot different than building a power plant that can compete on the open grid. Massive hurdles remain across physics, financing, and scaling. In this episode, host Shayle Kann sits down with Carrie von Muench, COO of Pacific Fusion and a former venture capitalist. Carrie brings a unique, investor-minded perspective to this singular challenge. Shayle and Carrie dive into topics like: Net facility gain, and the difference between breaking even at a target level versus breaking even across a facility's tech stack. The distinctions between steady-state and inertial fusion Why Pacific Fusion is focused on building modular reactors The company's strategy of utilizing widely accessible commodities like oil, plastic, metal, and water instead of specialized materials that rely on shaky supply chains. Unpacking the “ignition cliff;”the point at which a nuclear reactor shifts from relying on outside inputs to producing energy itself Why Pacific Fusion emulated pharma's multi-tranche funding strategies to create milestones around capital deployments and de-risk its early execution Resources ⁠Catalyst⁠⁠: Is nuclear fusion getting close? Catalyst: The state and future of nuclear waste Catalyst: Building a domestic nuclear fuel supply chain Open Circuit: Inside Meta's massive nuclear push Latitude Media: ARPA-E awards record $135 million to speed commercial fusion energy Latitude Media: General Fusion's $1 billion deal and the return of the SPAC Latitude Media: Trump Media's bizarre fusion play for TAE Technologies Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts.

In This Episode of Business Lunch: We discuss the critical role of negotiation in business exits and why relying solely on lawyers can jeopardize deals. They explore the backgrounds of M&A attorneys, the importance of having a dedicated negotiation strategist, and the preparation needed for successful negotiations. The conversation emphasizes the need for a multidisciplinary approach to exit strategies, highlighting the significance of structuring deals effectively and understanding buyer psychology.Chapters: 00:00 Introduction to Business Exits03:04 The Role of Lawyers in Negotiations05:53 Understanding M&A Attorneys' Backgrounds08:57 The Importance of a Negotiation Seat11:58 Preparing for the Negotiation Battle14:57 Defending Your Valuation17:56 Structuring the Sale for Maximum Value20:55 Final Thoughts on Strategic ExitsConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Most med spas focus heavily on the procedure itself, but patient experience is shaped just as much by what happens before and after treatment. In this episode, I sit down with Lars Hegelson, founder of Easy Aftercare, to discuss how poor aftercare communication creates operational strain, financial risk, and preventable patient issues—and why practices that modernize patient education are creating a measurable advantage.  We unpack how accessible, personalized aftercare systems can reduce cancellations, improve compliance, strengthen patient trust, and support the long-term value of the business.  The Operational Risks Hidden Inside Weak Aftercare Systems  One of the biggest operational gaps in healthcare is assuming patients will remember important instructions after receiving a procedure, especially when they're overwhelmed, anxious, or distracted. When aftercare systems are inconsistent, practices end up dealing with preventable complications, repetitive staff communication, after-hours calls, and patients searching online for answers instead of returning to their provider. That creates unnecessary risk for both the patient and the practice.  As patient expectations continue evolving, generic paper handouts and one-time verbal explanations simply aren't enough anymore.  What Better Aftercare Systems Improve Inside the Business  Operational improvement comes from delivering information more effectively—not necessarily more information.  • Timed text-based communication reduces information overload • Video and audio instructions improve retention and accessibility • Caregivers can receive the same aftercare guidance as patients • ADA-compliant and multilingual education improves patient trust • Compliance tracking creates documentation that supports legal protection • Better procedure preparation can reduce cancellations and reschedules  The practices solving these communication problems are creating smoother operations without adding unnecessary complexity for their teams.  Why Communication Has a Direct Financial Impact  Patient education is often treated like a support function, but financially, it affects much more than patient satisfaction. Every preventable cancellation, unnecessary complication, after-hours issue, or malpractice concern creates operational and financial pressure inside the business. Practices that proactively guide patients through preparation, recovery, and follow-up care tend to operate more efficiently while reducing avoidable risk.   There's also an enterprise value component here. Businesses with stronger systems, lower operational friction, and more consistent patient experiences are easier to scale and easier to trust.  As Your Practice Expands, Communication Systems Matter More  Scalable patient education matters.  As med spas grow, consistency becomes harder to maintain. More providers, more locations, and more patients create more opportunities for communication breakdowns if systems aren't standardized. Clear aftercare workflows, accessible instructions, and proactive communication systems help maintain the patient experience as volume increases. The practices that scale best u build systems that consistently support patients before, during, and after treatment.  Follow Shannon & Keep What You Earn:   Shannon Weinstein is the founder of a fractional CFO firm specializing in helping 7-figure aesthetics and wellness practices scale with clarity, cash flow, and confidence.  Shannon is committed to helping med spa owners understand, fix, and maximize their business's enterprise value, offering actionable advice and resources, including a popular free video series specifically for aesthetics practice owners.   Fractional CFO Services and Executive Financial Review: https://www.keepwhatyouearn.com/  Connect with Shannon: https://www.linkedin.com/in/shannonweinstein  Watch full episodes: https://www.youtube.com/@KeepWhatYouEarn  Listen on your favorite podcast app: https://pod.link/1580071347  Instagram: https://www.instagram.com/shannonkweinstein/  The information shared is for educational purposes only and is not individualized financial advice. Aesthetics practice owners should consult a qualified professional before implementing financial strategies discussed here.  About Lars Hegelson: Lars Helgeson is the founder of Easy Aftercare, a healthcare communication platform focused on improving patient education, accessibility, and post-procedure support for medical practices and med spas. He is also a longtime entrepreneur and CRM innovator, best known as the founder of GreenRope, a complete CRM and marketing automation platform used by businesses in more than 40 countries. Drawing from decades of experience in technology, automation, and customer communication, Lars is passionate about using practical systems to improve both patient outcomes and operational efficiency.  Connect with Lars and Easy Aftercare:   Website: https://www.larshelgeson.com/  Easy Aftercare: https://www.easyaftercare.com/ 

Dan Claps sits down with Steve Hart, co-founder and CEO of PMI, for a conversation about entrepreneurship, resilience, and building one of the largest property management franchise systems in the country. Steve shares how his entrepreneurial mindset started long before adulthood—mowing lawns, taking care of pets, and constantly finding ways to earn money as a kid. After realizing corporate life wasn't for him, Steve eventually transitioned into entrepreneurship full-time, navigating multiple failures and difficult seasons along the way before co-founding PMI during the 2008 financial crisis.Throughout the episode, Steve breaks down how PMI identified a fragmented property management industry filled with mom-and-pop operators and turned it into a scalable national franchise brand built on systems, technology, and recurring revenue. Dan and Steve discuss the evolution of property management, the power of national branding, and why recurring monthly revenue creates such an attractive business model for franchise owners. Steve also explains PMI's unique “five pillars” approach to property management—including residential, commercial, HOA, multifamily, and short-term rentals—which gives franchisees multiple ways to scale and grow their businesses over time.The conversation also dives into the realities of entrepreneurship behind the scenes, including the importance of having support from a spouse or partner during difficult moments. Dan reflects on how one of his earliest franchise placements with PMI helped shape his own journey into franchising, while Steve shares why he still believes PMI is only getting started despite operating in nearly every state. Whether you're considering franchise ownership, exploring property management, or looking for insight from entrepreneurs who have weathered decades of ups and downs, this episode delivers practical lessons on growth, persistence, and long-term thinking.

Warehouse operators are under pressure to grow without expanding their footprint. In this episode of The New Warehouse Podcast, Kevin Lawton speaks with John Sauer of OPEX live from MODEX 2026. The conversation explores how OPEX is approaching scalable warehouse automation through flexible goods-to-person systems, faster deployment timelines, and new automation capabilities inside existing facilities. The discussion highlights the ways warehouses are balancing throughput, storage density, labor reduction, and flexibility in today's landscape.Learn more about our sponsor Dexory's Storage Health here. Follow us on LinkedIn and YouTube.Support the show

In This Episode of Business Lunch: We dive into the world of networking, something that many dread but is crucial for business success. They discuss the difference between transactional and relational networking, the importance of curiosity, and how to build genuine connections without feeling forced or awkward. You'll hear real-life examples of what works, what doesn't, and how even self-proclaimed introverts can become great networkers by leading with curiosity and kindness.Chapters:00:45 — Why Most People Hate Networking 03:55 — Transactional vs. Relational Networking 07:05 — Curiosity Over Strategy 09:30 — Networking for Introverts 12:45 — Creating Opportunities for Others 16:00 — The Power of Being Generous 19:15 — Building a Trustworthy Network 22:30 — Leveraging Super Connectors 27:15 — Final Thoughts: Becoming a Great NetworkerConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Tech M&A Secrets: 10 Strategies to Boost Company Value Before Sale   In today's changing tech M&A environment, buyers are more selective than ever—taking a closer look at your business model, revenue quality, and growth potential.   In this video, Corum Group outlines 10 proven strategies to increase (or protect) the value of your software or IT company before an exit. Whether you're planning to sell soon or years from now, these insights will help you position your company for maximum valuation.   Takeaways: The most valuable companies are built with a clear exit strategy from day one Recurring, predictable revenue is one of the biggest drivers of valuation A strong, cohesive management team reduces buyer risk and increases appeal Customer churn below 5–10% is critical for SaaS valuation premiums Scalable processes, models, and discipline improve buyer confidence High customer concentration can reduce value or kill deals Strong cash flow and path to profitability are increasingly important Strategic partnerships and ecosystems enhance credibility and growth Year-over-year growth is a primary valuation driver, especially for SaaS Timing matters—selling during strong performance and market demand maximizes outcomes   With over 40 years of experience in tech M&A, Corum provides actionable insights used by top founders to achieve higher valuations and better exit outcomes.   Chapters 00:00 Introduction: Today's Tech M&A Environment 00:17 #1 Start with an Exit Plan 01:08 #2 Increase Recurring Revenue 02:32 #3 Strengthen Your Management Team 03:53 #4 Reduce Customer Churn 04:57 #5 Build Discipline, Process & Scalable Models 05:47 #6 Reduce Customer Concentration Risk 06:30 #7 Improve Cash Flow & Profitability 07:41 #8 Build Partnerships & Alliances 08:37 #9 Drive Year-over-Year Growth 09:34 #10 Timing Your Exit 10:20 Final Thoughts & Next Steps   Subscribe for more expert guidance on preparing, positioning, and selling your technology company.      

Clinicians who are confidently delivering language and literacy interventions haven't found the perfect "therapy curriculum". They've learned how to build their own using three practices.In this episode, I share what those practices are, plus additional information on a free training I released that explains these concepts further. I cover:✅ The concept of "clinical containers", and how you can use them to design your language therapy system, informed by my doctoral research and experience working in the schools for 10+ years.✅ How to fill those linguistic containers over time using "asset stacking", so you're strategically adding layers of complexity one at a time.✅ How to structure your planning so it fits into a realistic schedule, so each block of "plan" time you get moves you towards building your complete language therapy system. In this episode, I mentioned Language Therapy Advance Foundations, my program that gives speech pathologists a scalable framework for building language skills needed to thrive in school, social situations, and daily life. You can learn more about the program here: https://drkarenspeech.com/languagetherapyI also mentioned my free training called “Three Practices to Turn Your Clinical Expertise Into a Scalable Language Therapy System”. You can register for the training here: https://drkarenspeech.com/language Learn more about today's sponsors, Playworks, IXL and Renaissance:Learn more about Renaissance:As a global leader in education technology operating in more than 110 countries, Renaissance is committed to providing educators with insights and resources to accelerate growth and help all students build a strong foundation for success. We believe that technology can unlock a more effective learning experience, ensure that students get the personalized teaching they need to thrive, and help educators and administrators to truly, fully, See Every Student. Learn more at renaissance.com.We're proud to be sponsored by Playworks, a 501(c)3 nonprofit organization with evidence-based practices that help schools improve the health and well-being of children by increasing opportunities for physical activity and safe, meaningful play.If you're a school or district leader struggling with the challenge of chronic absenteeism, as so many are across the U.S., you may not realize that structured recess is a research-backed approach to keep kids in school. In fact, a UC Berkeley study of Title I schools found that those partnering with Playworks had significantly lower chronic absenteeism rates. Further, Mathematica research demonstrated that Playworks schools spent 27% less time transitioning from recess back to learning, saving teachers valuable instructional time. These results are possible for your students, too. Learn how Playworks can help you improve student-educator relationships, belonging, and attendance by signing up for a quick no-obligation conversation. We're also thrilled to be sponsored by IXL. IXL's comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:Simplify and streamline technologySave teachers' timeReliably meet Tier 1 standardsImprove student performance on state assessments

In This Episode of Business Lunch: We discuss how to transform note-taking apps into AI-powered chief of staff systems that manage daily operations, leveraging architectural insights and local data storage for security and efficiency.Chapters:00:00 Introduction to AI as a Chief of Staff00:29 The Limitations of Current AI Tools01:25 Architectural Insights and the Obsidian System02:14 Building a Memory-Enabled AI System03:13 Why Plain Text Markdown Matters04:34 The Web of Interconnected Notes06:03 Traversing the Knowledge Network07:00 Simulating a Human Chief of Staff08:27 Automating System Setup with a Single Prompt09:22 Ensuring Transparent and Permanent Memory11:45 From Thinking to Acting: Automating Operations12:12 Command Line Interface and External Tools14:30 Remote Control and Autonomous Agents15:01 Security Risks of Fully Autonomous AI16:29 Mitigating Prompt Injection Attacks18:26 Balancing Capability and Security19:23 Reflections on AI and Business ManagementConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Apply to Magicmind HERE In this episode, we dive into what it takes to scale from 1:1 coaching to 1:many groups, courses, mastermind, and beyond. This is where you build a scalable product suite that takes you to 6 and multi 6 figures a year. I also cover specific things people don't always talk about when scaling (and how to navigate it!) When you apply to MAGICMIND before Friday, you get 1 month of private 1:1 Telegram Coaching with me! Send me a DM HERE to chat about joining the Mastermind.

In this episode, I'm breaking down the belief bottleneck and the six secrets to building a simple, scalable bookkeeping business, because so many people know what's possible for them but still feel stuck. I walk you through what's really getting in the way and how to move forward, whether that's building a rock-solid skill set, creating a scalable offer, or getting clear on the vision for your life so your business actually supports it. We talk about why confidence is built on competence and why what feels like imposter syndrome is often just a skills gap you can close. I also share what a scalable bookkeeping business really looks like, why it's not about trading time for money, and how recurring clients, simple systems, and the right support can completely change your income and your time. We also get into client attraction, why everything works when you keep it simple, and how sales are really just conversations about alignment, not something you need to force or overcomplicate. If you've been thinking about starting or growing your bookkeeping business but keep finding yourself stuck, second-guessing, or overthinking your next move, this one's for you. Listen to the full episode and start building a business that truly supports your life.   EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step. Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life   CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

In This Episode of Business Lunch: We get into the importance of shared goals and alignment in achieving success, whether in business relationships or personal interactions. Join us as we explore strategies for fostering collaboration, owning mistakes, and reframing conflicts towards mutually beneficial outcomes.Chapters:00:00 - Matt's Dramatic Exit00:49 - Post-Integration Challenges03:15 - Mindset in Communication05:39 - Owning Mistakes and Finding Solutions08:02 - Establishing Clear Shared Goals09:58 - Addressing Goals and Misalignment10:26 - Unachievable Goals and Finger Pointing14:29 - Effective Communication Strategies16:50 - Collaborative vs. Combative Mindset24:02 - Embracing CollaborationConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Do you feel like your business can't grow unless you work more? Like everything depends on you, and no matter how hard you push, you're still stuck in the same place? In this episode, I sit down with Bedros Keuilian to share the mindset and strategies that helped him go from a broke immigrant to building multiple 8- and 9-figure businesses. We talk about why the most successful entrepreneurs focus on “who” not “how” when scaling their business, and why your business must be built to scale and sell. Get ready to build a life and business around impact, integrity, and self-mastery.  Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci, Sign up for your $1/month trial period at http://Shopify.com/happy Indeed - Ready to hire smarter? Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. Fora Travel - Curious how to become a travel advisor and earn while you explore? Start at http://foratravel.com/happy. Granola - Granola is an AI-powered notepad built for the way real people actually meet. Get three months free at http://granola.ai/earn. HIGHLIGHTS 00:00 Why “who” not “how” is the key to scaling faster. 07:15 How Bedros went from personal trainer to building his 7 companies. 16:30 How mentorship, books, and cassettes help you master leadership, sales, and MORE. 24:00 The question from Ed Mylett that pushes you to live up to your full potential. 30:00 How daily habits build confidence and discipline. 40:00 Bedros' “DMS” system for personal and business growth. 41:30 What should you do when your business hits a plateau? 50:30 How do you know when it's time to hire a business coach? 56:30 How introverts can show up powerfully in business. 01:02:00 The program that helps boys grow into strong, capable men. 01:10:00 How the Squire Program supports boys without active father figures. 01:14:00 Why healthy masculinity matters now more than ever. RESOURCES Learn more about The Squire Program HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci Follow Bedros: @bedroskeuilian

Fred Marshall is a pioneer in identifying the behavioral patterns of top performers and scaling them across global organizations. Having worked with companies like Apple, Pfizer, and Genentech, Fred has trained over 130,000 professionals in 14+ countries and helped launch dozens of biopharma brands generating billions in revenue. In this episode, he shares how entrepreneurs can think strategically about growth, innovation, and building businesses that actually work. On this episode we talk about: Fred's early entrepreneurial experiments and what they taught him about scaling Why combining fun and work leads to better long-term success The “Uncle Bill strategy” for gaining experience before starting a business How unit economics determine whether a business succeeds or fails Leveraging AI, delegation, and systems to scale beyond yourself Top 3 Takeaways If your unit economics don't work, your business doesn't work—no matter how great the product is. Work for others strategically to learn the model, then improve and build your own version. The key to scaling is shifting from “How can I do this?” to “How can this get done?” Notable Quotes “Instead of asking how can I do this, ask how can this get done.” “If you're not enjoying your work, you should rethink what you're doing—this is most of your life.” “Every bit of knowledge is useful—you just never know when it will pay off.” Connect with Fred Marshall: LinkedIn: https://www.linkedin.com/in/fredric-marshall-1984bb/ Instagram: https://www.instagram.com/officialfredricmarshall/ Other: https://thrivefutureyou.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

In This Episode of Business Lunch: We explore how business owners can effectively exit the org chart while maintaining control and generating revenue. Topics include compensation strategies, onboarding processes, and structuring deals with profits-only interests and phantom equity.Chapters:00:00 Introduction to Exiting the Org Chart02:57 Understanding Compensation for New Roles05:45 The Importance of Role Clarity08:59 Navigating the Hiring Process11:59 Strategies for Exit Readiness14:55 Compensation Structures and Considerations18:07 Exploring Synthetic Equity Options27:53 Establishing Value and Compensation Structures30:02 Understanding Profits Interest and Phantom Equity32:49 Navigating Executive Compensation Negotiations37:54 Onboarding and Transitioning New Leadership47:59 Redefining Roles and Business IdentityConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube