Podcasts about service solutions

Learn essential AI risk management strategies from Dan Clarke, president of IntraEdge Products and Service Solutions. As the developer of the first comprehensive AI governance platform, Dan shares crucial insights every risk manager needs to know about AI implementation and risk mitigation. Discover practical approaches to managing AI risks, including: - Why employee training is the foundation of AI risk management  - How to maintain transparency in AI systems  - Essential steps for ethical AI implementation -  - Strategies to prevent data exfiltration and bias Dan draws from his extensive experience as a former Intel executive and current leader in AI governance to provide actionable advice for risk managers. He emphasizes the importance of understanding use cases, proper data handling, and maintaining transparency in AI operations. Perfect for risk managers, compliance officers, and business leaders looking to safely implement AI in their organizations. Learn how to protect your organization while leveraging AI's benefits through proper training and governance frameworks.  Contact us at info@globalriskconsult.com to suggest future guests or topics.   Take a deeper dive into responsible innovation with our Ethical AI Risk Management Course—your guide to navigating AI risks with confidence. https://globalriskacademy.com/p/airisk

Jay Mustafa, Managing Director at Thirst Creative, and Phil Gaskin, Business Development Channel Manager at XMPie, join Deborah Corn to discuss how Thirst Creative grew into a full-service print and creative solutions company, the adoption of XMPie to integrate and automate processes, why customer convenience is essential, and the importance of meeting client demands in a competitive market. Mentioned in This Episode:  Jay Mustafa: https://linkedin.com/in/jay-mustafa-296b592b/ Thirst Creative: https://thirstcreative.co.uk/ Motor Village: https://thirstcreative.co.uk/works/motor-village/ Phil Gaskin: https://linkedin.com/in/philgaskin/ XMPie: https://xmpie.com/ Deborah Corn: https://www.linkedin.com/in/deborahcorn/ Print Media Centr: https://printmediacentr.com Partner with Print Media Centr: https://printmediacentr.com/partnerships/ Subscribe to News From The Printerverse: https://printmediacentr.com/subscribe-2 Project Peacock: https://ProjectPeacock.TV Girls Who Print: https://girlswhoprint.net

In this episode of The Late Night Restaurant Show, host Jay Ashton welcomes Charlie from Food Service Solutions, live from the National Restaurant Association (NRA) Show in Chicago. They kick off with a friendly chat, reminiscing about their shared history and connections within the industry. Charlie introduces Food Service Solutions, a commercial equipment distributor known for employing chefs instead of salespeople, which aligns with their goal of creating smarter kitchens. The company has achieved significant success in Canada and is now making strides in the U.S. market. At the NRA Show, they showcased their innovative products through four live cooking stations, highlighting the practical applications of their equipment and demonstrating their commitment to helping customers succeed. Learn more about Food Service Solutions

In this episode of The Late Night Restaurant Show, host Jay Ashton welcomes Charlie from Food Service Solutions, live from the National Restaurant Association (NRA) Show in Chicago. They kick off with a friendly chat, reminiscing about their shared history and connections within the industry. Charlie introduces Food Service Solutions, a commercial equipment distributor known for employing chefs instead of salespeople, which aligns with their goal of creating smarter kitchens. The company has achieved significant success in Canada and is now making strides in the U.S. market. At the NRA Show, they showcased their innovative products through four live cooking stations, highlighting the practical applications of their equipment and demonstrating their commitment to helping customers succeed. Learn more about Food Service Solutions

Unser Gast der Woche ist Stefan König, Leiter Personalentwicklung bei Bosch Service Solutions. Er teilt seine Sicht auf Lernkultur und praktische Erfahrungen von der Erfassung der Kultur bei über 500 Mitarbeitern. Wir besprechen die Ausgangslage (digitales Lernen fliegt nicht wie gedacht) und das Instrument, welches vom Learning Equilizer & Learning Development Framework abgeleitet ist. Stefan teilt seine Erfahrungen bei der Durchführung und im Dialog der Reflektion der Ergebnisse, die nicht unbedingt seinen Wünschen nach NewLearning entsprachen. Tips und Empfehlungen wie die Anpassung an die Sprache der internen Kunden, Passung von Kultur oder der zunehmend gelebte Beratungsansatz kommen danach zur Sprache. Auch wie man „im Kleinen“ neue Lernansätze und Selbstorganisation vorantreiben kann. Lernkultur und die zugrundeliegende Unternehmenskultur sind ein Dauerbrenner für Personal und Organisationsentwicklung – daher hoffen wir Euch mit dem Talk einen weiteren Impuls zu geben.

Digital workflows are replacing paper-based processes, streamlining operations and improving efficiency. This trend is driving SSO/GBS to equip their workforce with the necessary digital skills to operate and excel in the new technology-driven ecosystem. As a result, talent capabilities are under the spotlight, with organizations focused on upskilling and reskilling employees, developing new talent models, and embracing flexible work arrangements to attract and retain the really key talent they so desperately need to meet their objectives. One GBS who is doing a particularly good job here is Commerz Global Service Solutions (a subsidiary of Commerzbank AG). That's why we invited Arne Graeber their CEO to talk to us about his talent strategy. This podcast is in conjunction with Shared Services & Outsourcing Week Malaysia. Mr Graeber is speaking at the event, which is held in Kuala Lumpur on June 10-13, on the topic of Creating a High Performance Culture at Commerz Global Service Solutions. Listeners of the SSO Next podcast can access discounts off the ticket price for SSOW Malaysia: Promotion: 15% off 3 Delegate Passes  Promo period: 22 April 2024 – 10 May 2024  Promo code: MY15OFF  Enquiries to sally.fletcher@iqpc.de

How has Bosch used artificial intelligence and automation to transform the contact center experience? Irfan Ali, director of Digital, Automation and Innovation at Bosch Service Solutions, talks with David Ketchin, managing director for The Hackett Group in Europe, about the dramatic results they've achieved. Bosch received a Digital Award from The Hackett Group in 2023 for their work. The full show notes can be downloaded here. 

Brian Rafferty, Director of Brokerage at Capacity & Service Solutions sits down with FreightWaves' Mary O'Connell to break down what the future looks like for 3PLs in 2024 and the importance of planning for the unexpected. Brian Rafferty - Director of Brokerage - Capacity & Service Solutions Inc. Mary O'Connell - Freight Broker/3PL Expert - FreightWaves Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Rafferty, Director of Brokerage at Capacity & Service Solutions sits down with FreightWaves' Mary O'Connell to break down what the future looks like for 3PLs in 2024 and the importance of planning for the unexpected. Brian Rafferty - Director of Brokerage - Capacity & Service Solutions Inc. Mary O'Connell - Freight Broker/3PL Expert - FreightWaves Learn more about your ad choices. Visit megaphone.fm/adchoices

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Watch on YouTube.XR Today's Demond Cureton hosts David Moreno, Chief Marketing Officer, Virtualware.In our discussion, we discussed the following:Virtualware's VIROO solution and latest client in the XR training sector Why VRaaS is a key component of industry upskilling Additional partnerships with Unity TechnologiesThoughts on the future of the Apple Vision Pro and Meta Quest 3Thanks for watching. If you'd like more like this, don't forget to SUBSCRIBE to our channel.You can also join in the conversation on our Twitter and LinkedIn pages.

Embark on a journey of innovation in the luxury yachting industry with Ankor Software! Meet the co-founders, Mike Sager and Elliot Cousins, who recognized the need for a digital transformation that would streamline processes for yacht brokerages and enhance the customer experience. Ankor Software's highly customizable and user-friendly software is designed to bridge the technological gaps and elevate customer satisfaction. From proposals and bookings to guest preferences, their platform simplifies it all, catering to users of all tech levels. With a comprehensive database that includes yachts, onshore locations, and water toys, Ankor Software brings a wave of innovation to both brokers and clients. Plus, their unwavering focus on robust data security ensures cost-effectiveness and ease of use, making Ankor Software a true game-changer for the luxury yacht chartering industry. Join us to explore this groundbreaking software and discover how it's reshaping the future of yacht charters. Don't forget to like, share, and subscribe for more on the latest innovations in the yachting world. Ankor.io @ankor.io - Instagram @Ankor Software - LinkedIn #YachtCharter  #LuxuryYachting #YachtBrokerage #InnovativeSoftware #CustomerExperience #DigitalTransformation #DataSecurity #AnkorSoftware #YachtingInternationalRadio

In this Retain: The Customer Retention Podcast episode, Lauren DeSouza speaks with Adam Toporek, Customer Service Expert at CTS Service Solutions. Together they delve into how to become the customer's hero; how to respond to negative and positive emotions of the customer, and unpacking if technology is a hassle for customers or not.

Allison Stroebele, Xylem Director of Sales and Service for Canada, joins host Amanda Holloway to explain her current role in managing Flygt and Godwin brands in the Canadian market, her career journey thus far, and her thoughts on the changing dynamics as a woman in the water industry and why it's a good space for women engineers. Stroebele shares her experience in helping pipeline owners better manage pipelines through condition assessment and management solutions with Pure Technologies, including SmartBall, which uses acoustic technology to help identify leaks. Holloway and Stroebele also discuss what it means to elevate services by tackling customer challenges with a mix of expertise, field support, system design and technology, and how water management partnerships allow customers to keep focus on their areas of expertise. Learn more about Xylem Service Solutions: https://www.xylem.com/en-us/products--services/services/

During its annual .NEXT conference, Nutanix, the leading provider of hybrid multicloud infrastructure solutions, unveiled a series of new product offerings and an ambitious vision to help customers streamline their operations across distributed environments and accelerate the deployment of modern applications.Project BeaconNutanix announced Project Beacon, a multi-year effort to deliver a portfolio of data-centric Platform-as-a-Service (PaaS) level services available natively anywhere – including on Nutanix or the native public cloud. With a vision of decoupling the application and its data from the underlying infrastructure, Project Beacon aims to enable developers to build applications once and run them anywhere.As the initial phase of Project Beacon, Nutanix will expand the capabilities and benefits of Nutanix Database Service (NDB) to the public cloud as a managed service, providing the same database automation and management experience already available on Nutanix Cloud Infrastructure (NCI). The company plans to subsequently extend this effort to other popular data-centric platform servicesHost: Harvey GreenCo-host: Jirah CoxCo-host: Donvan LintonCo-host: Marina Troyano

Mike Ivory, Xylem Director of Service Solutions and Business Development, joins host Amanda Holloway from CONEXPO-CON/AGG in Las Vegas to talk about the aggregate and mining industry and the role of water, from nuisance water and process water to dust suppression and more. Ivory shares his take on the state of the aggregate industry, notably the focus on efficiency in mine water management, electric pumps and their environmental and bottom-line benefits, and ongoing adoption of digital technologies, such as remote monitoring, that offer peace of mind and data accessibility. Holloway and Ivory also discuss the difference between transactional customer relationships and Xylem's approach to service solutions, working hand-in-hand with customers with boots-on-the-ground support. Learn more at: https://xylem.com/mining

Paige and Bill start the show with new and exciting research from MIT Sloan on artificial intelligence and machine learning. Next, their interview with Justin Van Alstyne, Senior Corporate Counsel, Discovery and Information Governance at T-Mobile. They dive into internal investigations, including how a simple, on-demand software solution can offer the scalability and flexibility teams need to manage investigations with varying amounts of data. Some other questions they explore are:How we collaborate and work has changed immensely over the past few years and that evolution doesn't appear to be slowing down. How have new tools and data sources complicated conducting internal investigations?With organizations encountering investigations of different sizes and degree, what workflows or approaches have you found are most flexible to respond to this variability?Along with process, technology is another key part of the equation. When choosing the right technology for internal investigations, what are some of your high-priority considerations? Are there any features that are must-haves?For people contemplating deploying a self service solution, what advice do you give to ensure your team has the right level of expertise and technology to handle their internal investigations at scale?If you enjoyed the show, learn more about our speakers and subscribe on the podcast homepage, rate us wherever you get your podcasts, and join in the conversation on Twitter. 

Live at AAPEX 2022, we are in the studio with Malcolm Sissmore, VP of Sales and Marketing for Delphi Technologies. Malcolm discusses aftermarket solutions for the 65 million work trucks on the road in the United States. He also has a simple solution for contaminated fuel tanks. Delphi Technologies has designed a tool to remove metal particles in a fuel tank. Guess what, it is free to the aftermarket! Malcolm Sissmore, Vice President, Sales and Marketing, North America Independent Aftermarket, Delphi Product and Service Solutions. Malcolm's previous episodes HERE Key Talking Points Want a Delphi Fuel Tank Cleaning Tool? Delphi Technologies, a brand of BorgWarner, is offering free samples of their cleaning tool. Supplies are limited, so request one today by emailing:  internalcommunications.aftermarket@borgwarner.com There are 65 million work trucks on the road in the United States and Canada- a lot of work trucks have been worked hard with the fleet during the past 2 years “All around the work truck” with Delphi Technologies Most fleets are less than four vehicles  We often have to think about the aftermarket part of that. Is it going to be a rebuildable part? Is it gonna be a part that as intellectual property is not available to be sold in the aftermarket? How do we make sure that it's gonna be available when that vehicle comes out of warranty? The fuel being put in your gas tank today is different than it was 10 years ago Emission coil for Volkswagon- created a bent in the coil so that the pressure would come up and out and not unseat the coil   Looking at the failure rates by product category. And starting to predict, what does that look like? 80% of the failures have been caused by contamination in the fuel tank.  Delphi Technologies has designed a tool that is about 15 inches long and has a swiveling head on the end that has three magnets built into it. It has a replaceable cloth that you put on that. You take this tool, and you drop it straight down into the tank, and you push it around edge to edge, and if there are metal particles stuck to that magnet, your tank is contaminated Borg Warner purchased Delphi 2 years ago Fleet telematics Connect with the Podcast: Aftermarket Radio Network Subscribe on YouTube Visit us on the Web Follow on Facebook Become an Insider Buy me a coffee

Today's Flash Back Friday Episode is from Episode #80, which originally aired on July 27, 2015. This week we're going to be speaking to industry expert, Ann Hambly, who is the founder and CEO of 1st Service Solutions, a national service provider and consultancy firm to the commercial real estate industry that provides advice and solutions for anything ranging from the addition or removal of collateral on an existing CMBS loan to the most complex loan restructure for all loan types. And for those of you who might not know what a CMBS loan is here's a quick definition. A CMBS loan, also known as a commercial mortgage-backed security, is a type of fixed-income security that is collateralized by commercial real estate loans. Typically these loans are for commercial properties such as office buildings, hotels, malls, apartment buildings, factories, etc., but not single-family homes. CMBS make up about 2% of the total U.S. fixed income market. In essence, CMBS are created when a bank takes a group of loans on its books, bundles them together, and sells them in securitized form as a series of bonds. Each series will typically be organized in "tranches" from the senior - or highest-rated, lowest-risk issue - to the highest-risk, lowest-rated issue. The senior issue is first in line to receive principal and interest payments, while the most junior issues will be the first to take a loss if a borrower defaults. Investors choose which issue they invest in based on their desired yield and capacity for risk. Today we're going to speak about how Ann's company can help investors navigate the tricky and often times complex CMBS loan process as well as discuss some of the opportunities that might exist from maturing CMBS loans that were created back during the 2005-2008 real estate run-up and how her company can help you capitalize on some of these "soon-to-be" distressed opportunities. Here are a few things you'll learn in our interview with Ann today: What a CMBS loan is What role 1st service solutions play in the CMBS market and the services they provide to real estate investors How Ann was able to grow her company during one of the worst real estate markets in history  The opportunity that exists with the $100+ billion of maturing CMBS loans and how you can go about uncovering those that might be distressed What defeasance means when it comes to CMBS loans The benefits of a CMBS loan and how they typically offer much more attractive terms than conventional commercial loans which can include longer amortization, lower rates, non-recourse vs. recourse bank loans, and 10-year balloons instead of 5 or 7 that you have with commercial loans. The number one marketing strategy that she feels is responsible for the great success her company has experienced and how you can apply this same strategy to your real estate business. How to get a free 1-hour phone consultation with Ann. And much more Learn About Investment and Partnership Opportunities with Kevin and His Team  Recommended Resources:  Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals! Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2

Ann Hambly, the Founder and CEO of 1st Service Solutions took the risk 17 years ago to start her company with a pioneering idea and though there have been many ups and downs, she has weathered them.  We talk about taking risk, not burning bridges and raising children while developing our careers.  Ann recommends that career women who are mothers be fully present to their kids when with them and fully present to their careers when there, not longing to be elsewhere.  She has learned to pivot the direction of her business in response to changes in the market and economy. Ann and I discuss being resilient and not taking things personally. An eternal optimist, she recommends that we take our time and do much due diligence before we enter into business partnerships and consider giving up any part of the company we have built.  What an insightful podcast guest Ann Hambly has been! LeadingShe.com Instagram.com/LeadingShe Facebook.com/LeadingShe https://www.linkedin.com/company/leadingshe/

In this episode, we will discuss Citizen's Service Solutions, which provides emergency and non-emergency support to citizens. Will Loving is the co-founder and the CEO of Servos. He focuses on implementing Citizen's Services Solutions on the ServiceNow customer workflow platform and leveraging his 30 years of SAP and other enterprise solutions implementation experience. The Customer Connection podcast helps you learn the implementation and adoption of the ServiceNow platform. This show is led by a Customer Experience Expert and Director of Customer Workflows, Jerry Campbell, and the Portfolio Managers, Gareth Millwood and Nick Derbawka.   Key highlights of the Episode: 05:42 How Servos enhances ServiceNow's offerings? 07:30 Various government projects and its experiences and benefits 13:20 Citizen-helping key players   To learn more about the implementation and adoption of the ServiceNow Platform, subscribe to the Customer Connection Podcast on Apple Podcasts or wherever you listen to podcasts. For feedback, send us an email at cutomerconnection@servicenow.comSee omnystudio.com/listener for privacy information.

In this episode, we will discuss Citizen's Service Solutions, which provides emergency and non-emergency support to citizens. Will Loving is the co-founder and the CEO of Servos. He focuses on implementing Citizen's Services Solutions on the ServiceNow customer workflow platform and leveraging his 30 years of SAP and other enterprise solutions implementation experience. The Customer Connection podcast helps you learn the implementation and adoption of the ServiceNow platform. This show is led by a Customer Experience Expert and Director of Customer Workflows, Jerry Campbell, and the Portfolio Managers, Gareth Millwood and Nick Derbawka.   Key highlights of the Episode: 05:42 How Servos enhances ServiceNow's offerings? 07:30 Various government projects and its experiences and benefits 13:20 Citizen-helping key players   To learn more about the implementation and adoption of the ServiceNow Platform, subscribe to the Customer Connection Podcast on Apple Podcasts or wherever you listen to podcasts. For feedback, send us an email at cutomerconnection@servicenow.comSee omnystudio.com/listener for privacy information.

Jeffrey Mosher speaks with Rich Walsh, Managing Partner / President, Walsh Service Solutions, LLC, Kalamazoo, MI, an SBDC Best Small Business, PTAC award winner for 2022. In the interview, they cover Rich's career path, the company's history, the focus of the company in 2022, what winning this award means for the company, additional information, and how to contact them. » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

It takes all kinds, folks, and you're welcome to join us at ChannelPro Weekly no matter how much hair you have. Or don't. Or what color it is. You're also welcome to join Matt and Rich as they speak with Barbara Paluszkiewicz, of IT consultancy CDN Technologies, about HPE GreenLake's new Aruba network-as-a-service solutions, taking your cold calling game to the next level, and a fascinating product from a vendor to watch named SkyAMP. Then they're joined by Reed Warren, of M&A consultancy iT Valuations, for an in-depth conversation about when to sell and what to expect when you do. It's hair-raising stuff! Subscribe to ChannelPro Weekly! iTunes: https://itunes.apple.com/us/podcast/channelpro-weekly-podcast/id1095568582?mt=2 Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9jaGFubmVscHJvd2Vla2x5LmxpYnN5bi5jb20vcnNz?sa=X&ved=2ahUKEwjq-N3UvNHyAhVWPs0KHYdTDmkQ9sEGegQIARAF Spotify: https://open.spotify.com/show/7hWuOWbrIcwtrK6UJLSHvU Amazon Music: https://music.amazon.com/podcasts/a1d93194-a5f3-46d8-b625-abdc0ba032f1/ChannelPro-Weekly-Podcast More here: https://www.channelpronetwork.com/download/podcast/channelpro-weekly-podcast-episode-219-hair-or-hairless Topics and Related Links Mentioned: Barbara's podcasts - https://www.cdntechnologies.com/podcasts/ HPE Adds Aruba Networking-as-a-Service Solutions to GreenLake Platform - https://www.channelpronetwork.com/news/hpe-adds-aruba-networking-service-solutions-greenlake-platform Cold Calling 201 - https://www.channelpronetwork.com/article/cold-calling-201 Vendor to Watch: SkyAMP - https://www.channelpronetwork.com/article/vendor-watch-skyamp Rich's ICYMI plug and quickie preview of the week ahead - https://www.channelpronetwork.com/tags/icymi

The episode begins with Jonas talking about the background and structure of the company, and how they are building a horizontal IoT platform that can be used over a wide array of use cases. The podcast continues to cover various topics regarding low-code platforms, including tradeoffs of low-code versus fully customized solutions, challenges to implementing, and how it will change the IoT consulting business. To wrap up the podcast, Jonas and Ryan talk about what they're looking forward to seeing from IoT in the remainder of 2022.Jonas Schmid has an MBA from the University of Geneva and experience in international project management for different companies, such as Siemens and ABB. With his knowledge in business, project management, and previous entrepreneurship experience, Jonas Schmid defines and leads the vision of Akenza with Co-CEO Simon Rieser. Akenza is a low-code IoT application enablement platform, making IoT more accessible for corporations globally. The self-service features of Akenza and support for numerous low-power connectivity technologies & network providers significantly accelerate the launch of new LPWAN projects while mitigating the risks of PoC failure.

This week Charli and Bethany talk about what you should and shouldn't be doing on social media during a crisis.Then Charli interviews Amanda L. Holloway, Demand Generation Manager, Xylem Rental & Service Solutions and founder of the Solving Water podcast.[Interview Starts @17:50]Amanda Holloway is a marketing communications professional specializing in strategic content creation for the water industry, in which she's spent the past 12 years of her career. She is currently the Demand Generation Manager for Rental and Service Solutions in the Americas for leading global water technology provider, Xylem. Amanda is also the founder and host of Solving Water: A Xylem Podcast – launched in 2019 – that focuses on thoughtful and informal conversations on timely topics with experts across the water industry. linkedin  |  twitter  |  facebook   |  youtube  |  instagramResources and Links:EPIC - event informationEPIC - Charli's blogGet the digital editionSign up for the NewsletterPerson of the WeekNominate an Industry Person of the WeekEmpowering Women Meetup - Wed. March 9Empowering Brands Meetup - Tues, March 15Empowering Women PodcastLunch & Learn with VinceA Faster Solution for Outage Schedules; The VSG.Gasket Thickness; Is Thicker Betterhttps://empoweringpumps.comhttps://empoweringwomeninindustry.comTwitter | Facebook | LinkedIn | Instagrampodcast@empoweringpumps.comhttp://creativecommons.org/licenses/by/4.0/

On this episode of Career Cash the Podcast, I am joined by my former teammate and throwing partner Ryan Donovan. Ryan is now an Account Manager for Service Solutions at Philips Healthcare. On the show, he shares how to transition your skills from one area of your life to another, how to find your competitive edge, and why you need to put in the work now to get to where you want to go later. It's an awesome conversation. Let's get to it! Don't forget to spread the wealth! Share this episode with your friends and join the conversation with Ben and many others on Instagram @CareerCashThePodcast

Covid has put a hurt on certain parts of commercial real estate. That has led to a surge in the need for investors to get out of some of their deals. Adam and Zach talk with Ann Hambly, Founder & CEO of 1st Service Solutions, about how investors can handle their deals gone bad, how they can FIND deals that have gone bad so they can acquire them, and what parts of commercial real estate should be targeted and what to avoid. Ann Hambly - www.1stsss.com -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

Covid has put a hurt on certain parts of commercial real estate. That has led to a surge in the need for investors to get out of some of their deals. Adam and Zach talk with Ann Hambly, Founder & CEO of 1st Service Solutions, about how investors can handle their deals gone bad, how they can FIND deals that have gone bad so they can acquire them, and what parts of commercial real estate should be targeted and what to avoid. Ann Hambly - www.1stsss.com -------------------------------------------------------- Website - www.RentToRetirement.com YouTube - www.YouTube.com/RentToRetirement Current Hotlist Properties - www.RentToRetirement.com/Hotlist

Live from WEFTEC 2021 in Chicago, Brian Geegan, Director of Marketing for Xylem Rental and Service Solutions, and Kristen King, Director of Marketing for Xylem Water Utilities, join the show to discuss the art and science behind voice of customer research, its meaning and value, and how insights from the field are applied to product and service development and marketing. Geegan and King share what goes into a detailed voice of customer process, how marketing data and campaigns can support sales teams, and more.   Watch all WEFTEC 2021 presentations featuring Xylem experts on-demand now: https://www.xylem.com/en-us/about-xylem/newsroom/weftec-2021/

This week Charli and Bethany talk about how to build your personal brand while attending industry tradeshows and events. Then Charli interviews Amanda Hunter, Senior Service Solutions Consultant for Grundfos, about her journey to the industry, and how digital and service solutions can have a long-term impact on sustainability.Amanda Hunter is a Senior Service Solutions Consultant for Grundfos U.S.A focused on digital and service solutions for the southwestern United States.  For the past 5 years, Amanda has focused on innovation in many industrial settings, including across both compressed air and pump markets.  Growing up in Indiana, Amanda graduated from Purdue University and received her Master's degree from Indiana University before moving to Dallas, TX where she now resides with her family. With an educational background in public health, Amanda started her career in the healthcare sector.  Her passion for sustainability led her to switch industries and work to improve the lives of people by impacting how businesses operate.  In her free time, Amanda enjoys spending time outdoors hiking, camping, and kayaking and playing sports like rugby and volleyball.  [Interview Starts @27:15]https://www.linkedin.com/in/amanda--hunter/ https://www.grundfos.com/ email: ahunter@grundfos.com (or) usdigital@grundfos.comWatch this episode on YouTubeResources and Links:Get the digital editionSign up for the NewsletterNominate an Industry Person of the WeekEmpowering Women Meetup - Wed. Oct. 13Empowering Women PodcastIndustry Person of the WeekSponsor Empowering WomenLunch & Learn with VinceLeadership SummitCavitation Protection in Water Treatment PlantABB unveils game-changing ABB Ability™ eMine to fast-track transition to all-electric mineshttps://empoweringpumps.comhttps://empoweringwomeninindustry.comTwitter | Facebook | LinkedIn | Instagrampodcast@empoweringpumps.comhttp://creativecommons.org/licenses/by/4.0/

In this episode Michel Couillard, CRE, discusses CMBS with Ann Hambly, CRE. Ann Hambly, CRE, is the Founder and CEO of 1st Service Solutions in Grapevine, Texas. Ann and her team have advocated on behalf of commercial real estate owners in resolving more than $25 billion in CMBS loans, including more than 2,000 successful loan assumptions. Prior to forming 1st Service Solutions, Ann led commercial real estate servicing for such firms as Nomura, Prudential, GE, and Bank of America. She is also the author of the best-selling book “CMBS 911.” "Whether or not a borrower will go back into CMBS will be key." Ann Hambly, CRE Intro Music: Driven To Success by Scott Holmes Music – licensed under CC BY 4.0

Reiner Muth ist Gründer und Managing Director der Lean FM GmbH in Marburg. In den frühen Jahren der Branche wurde er in Projekten der Bilfinger HSG Facility Management geprägt, war dann zunächst als Freelancer u.a. in einem FM-Joint-Venture des EON-Konzerns tätig bevor er 2015 die Lean FM GmbH gründete. Stichworte wie Predictive Operational Management®, FM Microservices und Advanced Analytics zeugen von einem Angang, der mehr sein soll als klassische FM-Beratung oder reine Dienstleistungssteuerung: ein kundenindividueller Managementansatz - lean, digital, smart, zukunftsfähig. Im Podcast berichtet Reiner Muth von exemplarischen Projekten, von einer Neugründung in den Niederlanden und beantwortet zudem eingangs die Frage, wie es zur Ansiedlung des Pharmaunternehmen Biontech in seiner Heimatstadt Marburg gekommen ist, das dort mit dem US-Partnerunternehmen Pfizer den mRNA-Impstoff gegen den Coronavirus produziert.

Dave Hobbs automotive service experience spans 40 plus years in the industry, starting out as a technician and then as a service manager working in his family’s repair shop (Hobbs Auto Electric) in Kokomo, Indiana. After leaving Hobbs Auto Electric, Dave began working as a hotline advisor and field engineer at GM’s Delco Electronics. Those roles eventually led to becoming an electronics systems instructor for thousands of Delco Electronics / Delphi engineers throughout North American and Asia. Dave is currently the lead technical trainer and course developer for Delphi Product and Service Solutions. In addition, he serves part-time as a contributor to Motor Age Magazine and as a field correspondent for MACS Worldwide (Mobile AC Society). Dave’s previous episodes https://remarkableresults.biz/?s=dave+hobbs (HERE). Key Talking Points: New technologyFirst challenge- finding out how it works. Service information isn’t always the easiest to read and understand. Validate information and see what makes it work Field case studies     Training- never quit learning  Dave’s acronyms Data acronym FRED- frustrating ridiculous electronic device  WRAP- we replace all parts EWFN - everything working fine now Automotive innovationsADAS and calibrating radar when doing repairs  Technicians and shop owners have to be in the education business for customers- customers will think their car is a robotic autopilot vehicle     Brainstorm ADAS class for customers- educate how ADAS systems work and respect the safety functions in place to avoid customer turning them off   Automotive industry IS deemed an essential business Resources: Thanks to Dave Hobbs for his contribution to the aftermarket’s premier podcast. Link to the ‘BOOKS‘ page, highlighting all books discussed in the podcast library https://remarkableresults.biz/books/ (HERE). Leaders are readers. Listen for free on Apple Podcasts, Google Podcasts, Spreaker, iHeart Radio, Spotify, Podchaser, and many more. https://remarkableresults.biz/listen/ (Mobile Listening APP's HERE) Find every podcast episode https://remarkableresults.biz/episodes/ (HERE). Every episode is segmented by Series https://remarkableresults.biz/series/ (HERE). Key Word Search https://remarkableresults.biz/tag-cloud/ (HERE). Be socially involved and in touch with the show: http://on.fb.me/1OKap9H (Facebook   )http://bit.ly/1Qn68fO (Twitter   )http://bit.ly/1SVqRvh (Linked In   )Email https://remarkableresults.biz/insider/ (Join the Ecosystem - Subscribe to the INSIDER NEWSLETTER HERE.) https://www.buymeacoffee.com/carm (Buy me a coffee) NAPA Autotech Training helps your technicians keep their skills sharp and their NAPA Know How up to date. It’s the highest quality technical training that covers almost every vehicle system and every make and model. NAPA Autotech is presented by experienced instructors who are ASE master certified technicians. Even after a class is over, techs can access course information online with ClassPass. So when questions come up later they can get the answers. AutoCare Center owners who have taken advantage of Autotech Training say that well-trained technicians are helping to increase their shop’s repair capability and raise bay productivity. That results in fewer comebacks, more satisfied shop customers, and reduced technician turnover. Learn more about NAPA AutoCare, NAPA Autotech Training, and the hundreds of other benefits the NAPA family has to offer by talking with your servicing NAPA store or Visit the NAPA Benefits Center, at www.napabenefitscenter.com or call the NAPA Benefits Center at 844-627-2123.

How should you be measuring customer service? Should your staff work off scripts? How should you run weekly meetings? HVAC customer service guru Steve Coscia answers all these questions. Invest in customer service. You can visit www.coscia.com.

Dave Hobbs automotive service experience spans 40 plus years in the industry, starting out as a technician and then as a service manager working in his family’s repair shop (Hobbs Auto Electric) in Kokomo, Indiana. After leaving Hobbs Auto Electric, Dave began working as a hotline advisor and field engineer at GM’s Delco Electronics. Those roles eventually led to becoming an electronics systems instructor for thousands of Delco Electronics / Delphi engineers throughout North American and Asia. Dave is currently the lead technical trainer and course developer for Delphi Product and Service Solutions. In addition, he serves part-time as a contributor to Motor Age Magazine and as a field correspondent for MACS Worldwide (Mobile AC Society). Dave’s previous episodes https://remarkableresults.biz/?s=dave+hobbs (HERE). Key Talking Points: Become a thermostat instead of a thermometer When things heat up with frustration thermometers react, thermostats do something (cool down or heat up) Pertains to shop owners, managers, and lead technicians- it’s in our control Virtual classesDifficult to connect with distant learning- no interaction and often time camera for zoom calls are off Missing the important feedback from in person classes ADAS trainingMany cars don’t require targets for radar or cameras that you can do yourself Fuzzbuster, thermal imager etc are tools you can use (“MacGyver” tips)    Love of cars and the car industry- then vs nowDave’s first car- ‘61 Chevy Station Wagon Cars have more technology on them- can appeal to tech savvy students, but still needs to have aptitude of taking apart and putting back together, coding and computers Encourage women to join industry as well Selling it as “computer on wheels”     Resources: Thanks to Dave Hobbs for his contribution to the aftermarket’s premier podcast. Link to the ‘BOOKS‘ page, highlighting all books discussed in the podcast library https://remarkableresults.biz/books/ (HERE). Leaders are readers. Listen for free on Apple Podcasts, Google Podcasts, Spreaker, iHeart Radio, Spotify, Podchaser, and many more. https://remarkableresults.biz/listen/ (Mobile Listening APP's HERE) Find every podcast episode https://remarkableresults.biz/episodes/ (HERE). Every episode is segmented by Series https://remarkableresults.biz/series/ (HERE). Key Word Search https://remarkableresults.biz/tag-cloud/ (HERE). Be socially involved and in touch with the show: http://on.fb.me/1OKap9H (Facebook   )http://bit.ly/1Qn68fO (Twitter   )http://bit.ly/1SVqRvh (Linked In   )Email https://remarkableresults.biz/insider/ (Join the Ecosystem - Subscribe to the INSIDER NEWSLETTER HERE.) https://www.buymeacoffee.com/carm (Buy me a coffee) Gold Certification recognizes top tier NAPA AutoCares with a high level of participation in the AutoCare program. The program was built by AutoCare Centers for AutoCare Centers to provide a consistent consumer experience, maximize technology leverage, and reward NAPA’s most committed partners. In other words, Gold Certified AutoCare Centers are the standard bearers for the AutoCare brand nationwide. Simply put, the Gold Certified NAPA AutoCare program, powered by your local shop brand, will separate you from the rest helping you boost your bay counts and your average repair orders. Learn more about NAPA AutoCare, Gold Certification, and the hundreds of other benefits NAPA offers. Talk with your servicing NAPA store or visit www.NAPAAutoCare.com visit the NAPA Benefits Center, at www.napabenefitscenter.com or call the NAPA Benefits Center at 844-627-2123.

Dave Hobbs automotive service experience spans 40 plus years in the industry, starting out as a technician and then as a service manager working in his family’s repair shop (Hobbs Auto Electric) in Kokomo, Indiana. After leaving Hobbs Auto Electric, Dave began working as a hotline advisor and field engineer at GM’s Delco Electronics. Those roles eventually led to becoming an electronics systems instructor for thousands of Delco Electronics / Delphi engineers throughout North American and Asia. Dave is currently the lead technical trainer and course developer for Delphi Product and Service Solutions. In addition, he serves part-time as a contributor to Motor Age Magazine and as a field correspondent for MACS Worldwide (Mobile AC Society). Dave’s previous episodes https://remarkableresults.biz/?s=dave+hobbs (HERE). Key Talking Points: Avoiding comebacksFirst avoid being defensive to customer, then schedule vehicle to be looked at again ASAP Technicians have to have confidence that they can fix anything- but be careful you don’t become too prideful  Mistakes happen all the time- there are so many things that can go wrong inside a repair  Quality control helps prevent comebacks  Aftermarket right to repair actData access just got passed Resources: Thanks to Dave Hobbs for his contribution to the aftermarket’s premier podcast. Link to the ‘BOOKS‘ page highlighting all books discussed in the podcast library https://remarkableresults.biz/books/ (HERE). Leaders are readers. Find every podcast episode https://remarkableresults.biz/episodes/ (HERE). Every episode segmented by Series https://remarkableresults.biz/series/ (HERE). Key Word Search https://remarkableresults.biz/tag-cloud/ (HERE). Be socially involved and in touch with the show: http://on.fb.me/1OKap9H (Facebook   )http://bit.ly/1Qn68fO (Twitter   )http://bit.ly/1SVqRvh (Linked In   )Email Listen for free on Apple Podcasts, Google Podcasts, Spreaker, iHeart Radio, Spotify, Podchaser and many more. https://remarkableresults.biz/listen/ (Mobile Listening APP's HERE) https://remarkableresults.biz/insider/ (Join the Ecosystem - Subscribe to the INSIDER NEWSLETTER HERE.) https://www.buymeacoffee.com/carm (Buy me a coffee) This episode is brought to you by AAPEX, the Automotive Aftermarket Products Expo. AAPEX represents the $740 billion global automotive aftermarket industry and has everything you need to stay ahead of the curve.  The Virtual AAPEX Experience 2020 is in the record books. Virtual AAPEX lived up to presenting leading-technical and business management training from some of the industry’s best and brightest. Now set your sights on the homecoming in Las Vegas in 2021. Mark your calendar now … November 2-4, 2021, AAPEX // Now more than ever. This episode is brought to you by Shop-Ware Shop Management. It’s time to run your business at its fullest potential with the industry’s leading technology. Shop-Ware Shop Management will increase your efficiency with lightning-fast workflows, help your staff capture more sales every day, and create very happy customers who promote your business. Shops running Shop-Ware have More Time and generate More Profit—join them! Schedule a free live demonstration and find out how 30 minutes can transform your shop at https://getshopware.com/carm (getshopware.com/carm)

Show Links The Proxy Activism Project A New Model For Shareholder Activism (Blog) A New Model For Shareholder Activism (YouTube) A New Model For Shareholder Activism (Eric Schleien / John King) Netflix, Sears, and Tribal Leadership (Eric Schleien / John King) How To Keep Large Companies Innovative (Eric Schleien / Scott Forgey) Eric Schleien discussing Tribal Leadership Eric Schleien discussing Activist Investing CBRE Case Study - Tribal Leadership Comparing Transformational & Transactional Leadership (Eric Schleien) Cultural Issues In The Hospital Industry (Eric Schleien) Took 9 Years To Develop ProxyActivism is a project that has taken 9 years to create over the course of thousands and thousands of hours to develop, and finally launch. This blog post will go into the background into how ProxyActivism came to be, our process, how I see this project unfolding, and how you as a value investor can be involved (and no, for all you cynical fucks, I'm not trying to sell you something) The Initial Insight My idea for ProxyActivism started when I did an ontological leadership program with a former Vice President of Disney who decided to quit his job and devote the rest of his life to empowering people. I got more in a few days of intense Socratic style inquiry than in all the years of reading books combined. As someone who relied on books to “get ahead” this was a completely new paradigm for me. Within the next few months, my income tripled, I repaired relationships with the people around me, and produced many more results. I figured there must be some application to business as well. And it turned out my intuition was right. The company had a consulting arm. The consulting arm of the organization was recently named one of the top consulting companies in the world by Forbes. At a lecture I attended at NYU, the preliminary internal data at the company was that their average client experienced a 600% increase in profits within 12 months. I thought to myself, “I wonder if I could combine ontological coaching with shareholder activism?”   A Zero Competition Game I figured this must have already been done and figured I would go work for a hedge fund already doing this and get some experience under my belt. However, after searching, I could not find a single hedge fund that was doing activism this way. Even the funds that talked about so-called “transformations” at companies - were really just doing more “change management consulting” and not actually anything transformational. Nothing wrong with that, just not as reliable or as effective.  So I became very frustrated that I could not find a single hedge fund playing this game called transform companies. I knew I was missing something. Every single business study on this kind of work showed results that any shareholder activist would be salivating over, this was clear alpha, and a low competition game with very high barriers to entry. (If the barriers to entry were low, I would not be writing about this or even talking about this).   Why Is Nobody Already Doing This? I knew I was missing something but couldn't figure out what. This was the best idea I ever had in my life for a business and also seemingly the lowest hanging fruit. I just couldn't get why nobody had taken this on before. And then it became quite clear. I called 37 different hedge funds or investment managers that were engaged in some kind of activism. I was excited and figured they would all be competing for me to implement this idea at their fund. I had this vision that I would develop this business as a fund, make a ton of money, and make a ton of people (including myself) extremely successful in this world. These “so-called” rational people however became quite cynical. Not skeptical and open. Cynical and closed off. I couldn't believe it. Some of them told me this was not their wheelhouse and they were going to stick to what they already knew. Ok fine, I can get that. But an unwillingness to learn something new? Whatever happened to expanding the circle of competence in a low-risk manner that would not take up a lot of time? Interesting. However, there were also managers that told me it sounded like bullshit, that the results sounded too good to be true. I asked them if they wanted me to share with them all the independent case studies out there. Not one person was interested. The Challenge: Combining Two Domains Now I was intrigued. Ontological coaching is so outside the realm of these managers because you can't measure it directly as a function of cause and effect. I started to see that all business management tools and techniques were based on cause and effect and that these managers, while extremely smart at reading numbers or learning about different management techniques, were also completely immature around their thinking when it came to leadership, ontology, and anything transformational in nature. They were inappropriately trying to apply their pre-existing models for management techniques onto a leadership conversation as that was their box of awareness/logic system. Anything outside of that - it was like their thinking-brain just shut down and their survival-lizard brain went into automatic. It was outstanding to watch very intellectually smart people start spewing nonsense trying to make sense of something they had no understanding of into other models that were not relevant to this conversation. Long-story-short, they were unable to or unwilling to get it -- regardless of decades worth of data and case studies.  I figured, fuck these guys, I'll just work with consultants who already have a great track record of transforming businesses and share with them how doing the work they are already doing in the context of a fund structure would be much more lucrative than charging a rate on their time.  The first person I went to was the CEO of this large consulting arm that had a several-decade long track record of doing ontological/transformational work with businesses, many that are in the billions of dollars in market cap. The CEO was extremely friendly on the phone with me but he flat out said that his company was going to stick to what they do best and not get involved in investing or starting a fund which he saw akin to gambling and “playing the market”.  Fuck…...  Was this why the idea hadn't been done before? I reached out to another woman I knew who for 20 years had been producing amazing results with very large businesses charging $5,000/hour for her services. I spent a month outlining an entire business plan and then did a call with her presenting her with the idea. I again explained how if she did what she did in a fund structure she'd make more than her already lucrative $5,000/hour and would be able to generate even more business as the stock price performance would be worth more in marketing than anything she was currently able to do right now. I wanted her to be the woman that when a guy like Bill Ackman or Carl Icahn needed extra support, they could give her a call.  She told me that she wanted to stick to what she was good at and not get involved in the stock market or hedge funds. Holy fucking shit!!!!!! It was becoming very clear to me why this had never been done before. The ontological coaching world didn't know shit about investing and their brains would shut down. They were more akin to getting involved with startups, sexy industries, and today would be into things like Crypto and 3D printing. Again, all worthy pursuits but not to combine value investing/shareholder activism/ontological coaching together.  Resignation & Cynicism On the flip side, many great investors are great because they are resigned and cynical by nature. Where is management lying to me? How are the books being cooked? Even people reading this article, many great investors may be reading this with their automatic little inner voice saying something like (where is this guy going to try to sell me something or bullshit something). The cynicism is great or investing and looking at raw data, however, it's horrible for relationships, partnering with others, leadership conversations, creativity, and innovating. They see no or little possibility. Great for investing in a timber company at a huge discount to their land, not so great for transforming a company that doesn't involve some cookie-cutter management tool that you can neatly fit inside a spreadsheet. I felt completely defeated. I needed a lot of capital to get this off the ground yet no fund with the capital to do this would even listen to me or attempt to get it. I also needed an ontological coaching skillset to do this. Nobody with a track record in this realm understood value investing and wanted nothing to do with it despite the fact that they were more effective activists than any of the famous hedge fund activists (yet they didn't even realize how valuable their skillset was). It's like a biochemist who ends up realizing they can make a ton more money also consulting for a biotech hedge fund yet they want nothing to do with the stock market. Similar idea. It was also daunting because to get a background in ontological coaching would take many years of intense training, it wasn't some horseshit thing I could do online and get a bullshit life-coaching certificate in a month. Fuck fuck fuck. Finding A Needle In A Haystack In one last desperate attempt, I posted a message on Facebook that said something like: “I'm working on a huge project where there is a lot of money involved for the success of this. I need someone who has a background in ontological/transformational coaching, has worked with many businesses over 10+ years, and has a successful track record at doing it” I figured with everyone I was connected to on Facebook who was part of this industry, someone would know somebody who I could connect with. All I needed was one person to get it. I figured it I found one successful consulting firm or coach to get this, then I could either get their former clients to invest in a fund we start or introduce their former clients to some of these cynical hedge fund managers to get them to see this wasn't some bullshit motivational garbage horseshit thing I was trying to sell them on (also funny because I wouldn't even make money unless there was actually success the way this project is structured...but again….their preconceived belief systems overrode any kind of logical and rational thinking).   Meeting John King: Tribal Leadership Within 24 hours, the messages started coming in. Eventually that led me to a guy who then introduced me to John King the creator of Tribal Leadership who co-wrote a book about his technology with a professor at USC, Dave Logan who started CultureSync. I loved John. He reminded me of Charlie Munger with his intellectual thirst, his independent way of thinking, and his non-stop learning, reading, studying. Like Munger, the guy was a genius (even though he will refuse to let me call him that), and he is a polymath who has the capacity to take principles from one field and synthesize them with another field to come up with completely new insights for looking at the world. When I shared with John how much he reminded me of Munger, he told me he was a huge fan of Charlie and also a lover of mental models. This was my kind of guy. Over the next 5 years he spent countless hours training me to be able to deliver his Tribal Leadership work. Finally I had found a form of ontological coaching I could build the skillset to deliver, I could find people around me who could also deliver this work and now all I needed was a fund manager to supply some capital. I asked John if he would let me speak to some of his former clients to start getting testimonials together that I could share/use as a resource for fund managers I speak to. He said he would be happy to do that as long as he got consent from the clients first. All of his former clients he asked were happy to give him consent. I ended up speaking to people such as the Founder/CEO of 1st Service Solutions, Ann Hambly to the creator of the Private Client Group at CB Richard Ellis and former head of Colliers International for all of North America, Glen Esnard. I also ended up meeting through John, the guy who created the culture and foundational work at Lululemon when it was just 4 people and who now coaches VP's at Google, LinkedIn, and PayPal.  Each person I spoke to was fascinating and knew I wanted to work with them on this project if I could in some capacity. They all got what I was attempting to do.  Meeting Chuck Gillman My big break came around 2017/2018 when I was in Omaha, Nebraska at the Berkshire Hathaway meeting and was attending the annual party I go to every year hosted by Whitney Tilson and Chuck Gillman. I had been going every year since I was 18 and had gotten to know both of them. Chuck has an outstanding track record as a shareholder activist. He runs a family office and only invests in microcap situations where he can do activism. He focuses solely on that. I had shared with Chuck that I had a team of people that I partnered with who had a background in turning around companies focusing on organizational culture and that a year 10 longitudinal study showed an average increase of 3-5x in profits within 24 months of organizations doing the work. Chuck was intrigued and had the humility to get that he had no idea how the technology worked and was completely outside of his circle of competence yet was totally willing to listen for as many hours as it took to understand the process, how it worked, and get a good handle on what we wanted to do. He immediately saw the opportunity where others didn't. I introduced him to John King on the phone and he was immediate impressed by some of the formers examples of organizations that had used this work such as the private client group of CB Richard Ellis which seemed to defy industry tailwinds during an extremely difficult time for the industry and also Zappos which Tony Hsieh shared about his influence of Tribal Leadership on the company in his book Delivering Happiness and now gives out copies to all his employees.  Today I have a pretty deep bench of trained Tribal Leaders with long track record of executive experience and turning around companies that are ready to get on boards when duty calls. Going Forward: Our Process This is what our process looks like going forward.   Identity Microcap Targets The first step is simply identifying companies that we could bring Tribal Leadership into the organization. This is extremely difficult and the hardest part. The criteria are very strict. The market cap of the company must be under $400 million and ideally below $200 million. On top of that, management must own 10% of the stock or less. Then the management must be underperforming for a long period of time due to incompetence and mismanagement or simply because they're corrupt.  Talk To Existing Shareholders However, we do things a bit unconventionally. Instead of taking a position and then attempting to wage a proxy battle, we first start talking to existing shareholders that already own a lot of stock. If we win the election, we then buy a lot of stock in the open market. Yes, it caps our upside but it also limits our downside if the election doesn't turn out. This is what Chuck has been doing for several decades and it's a very low-risk and patient approach to being successful and getting people onto a board where there's activism opportunity. Chuck spends most of his time networking with people who invest in small and microcap stocks with the idea that at some point a small percentage of these people will reach out to him with a company that has been underperforming and management won't work with them or take any of their ideas and this is a last resort. Now, partnering with Chuck, I have been taking calls on a weekly basis with shareholders from all over the world and it's been a fascinating and fun experience to meet so many intelligent and interesting people both here in the United States and abroad. Screening Candidates The next step is I examine the business model to see if I deem it a candidate for Tribal Leadership. There are some businesses where there really isn't a shot at being able to do anything. However, often what looks like a strategic issue or mismanagement issue is merely a cultural issue. When you move organizations from Stage 2/Stage 3 to Stage 4 - the managerial strategies and behaviors naturally alter naturally as a function of the new culture and profits increase by a factor of 300% - 500% within 2 years. Results start showing up in as little as 6 months.  If the company seems like a fit, the next step is to call major shareholders and see if they are interested in seeing change and interested in new board members who will be aligned with shareholders. If any of our team gets on the board, the salaries will be extremely low and we will be incentivized with out of the money options. Chuck has a long track record of being friendly towards shareholders once he and/or his team gets on the board. This will be no different….(remember I'm not re-inventing the wheel here...just combining two wheels to create an ultra-wheel). Paying Legal Expenses & Getting On The Board Then the next step is we will pay all the legal expenses of the Proxy Battle and we will do it knowing we already have the support of large shareholders. If we know they will vote for our slate, we will spend the money to make it happen.  Once the new board members get elected who already are trained in or have experienced Tribal Leadership for themselves, the next step is actually transforming the culture of the organization. Reorganization One of the wonderful things is that this does not require reorganization of any kind. The current structure and configuration of a company work well with Tribal Leadership because the kinds of benefits are in management and leadership capacity and the ability to work together to resolve problems and produce business results. Of course measuring results is important. The great thing about this project is that the fact we will only be working with public companies will make our successes public. The first 1-2 situations will be the hardest. However, as this is proven in public markets (vs ontological coaching being proven outside of a fund structure for 40 years...I know, I know...it shouldn't matter but it does to most people)....my goal is to get to the point where people start calling us to help them and this process becomes even easier. There is some horseshit conversation that these are “soft skills” which is far from the truth. The soft stuff is the hard stuff. Measuring is easy. You measure before you start a project. Measure after you finish a project. When you go from Stage 3 to Stage 4, the results generally go from 3-5x in measurable results, including the bottom line. There are a variety of different metrics that we utilize as we go through the process. Different metrics are appropriate for different circumstances and cultural stages. For a run down on the different stages of culture, refer to the Tribal Leadership TED talk, here.   Velocity In Results It also doesn't take long to implement a new culture. The actual initial training only takes about 2 days. It's intense with very long days. Many people report it as the most valuable and life altering experience they've ever had. That's not hyperbole either. After the 2 day program, there's usually half day follow ups every 6 weeks at the beginning until it becomes self sustainable and really gets embedded into every facet of the organization. Generally, it takes 18-24 months to elevate from a Stage 2 or 3 culture to a Stage 4 culture. Results start to show up within 1-2 quarters.  The Myth Of Employee Buy-In One of the concerns is how to get “employee buy-in” which is some garbage taken from your traditional consultant/flavor of the month who has some strategy or point of view they try to force onto every employee. Employees roll their eyes while pretending to go along because they need to play nice with the boss. It's the reason why most consultants are a total waste of money. Motivational speakers are even worse. With Tribal Leadership there is no buy-in. Instead we distinguish what is already there in a way people have never seen before. To my knowledge it is impossible to change people. The first step in implementation (buy-in...except not really...will just look like that on the surface) is that we first do a diagnostic that tells us where we are culturally and the prevailing issues or predicaments that are just not getting resolved. This is called “culture mapping.” Then, we look to discover where there already is alignment to create new overall strategies, using the “strategy model.” Then, we drill down and do the work until each and every person has their own map and their own self-designed strategy. Success depends upon the degree to which people follow the strategies that they created themselves. Normally, the people in the C-Suite hand a strategy to the employees and demand “buy-in.” The way we do it, we involve everybody in the design of their own strategies and the wisdom of the overall strategy all at once. No Use Of Force Something we get asked a lot is if we aren't forcing this upon anyone, why would someone who is already very successful want to partake in something like this. It's a valid question and a key issue. Those at Stage 3 ‘have it made' and are in control of those at Stage 2, so their incentive is predictably not great to change their ‘I'm great- You're not' point of view. However, if the overarching interest of the organization is to elevate their culture and the outcomes and results of the greater group, then the Stage 2/Stage 3 culture must move to Stage 4. In order to do this, the issue of ego and self-promotion on the part of the Stage 3 people must be addressed. The organization will only move to Stage 4 if the issue of the Stage 2/Stage 3 mentality has been successfully addressed. The issue with Stage 3 will always show up in the overall financial success of the company. The Low Hanging Fruit Alpha Another thing I get asked by nearly every hedge fund manager is if there's such a focus on shareholder value, why isn't everyone doing this? Of course the asshole response would be “because people like you are closed off to this because you're lazy and/or immature in your thinking.” However, you can't really say that to anyone. I had this conversation recently with the COO of a business unit of a major multi-billion dollar publicly traded company that's compounded by nearly 20% over the last 20 years. They implement a similar kind of work at their business and as he said, “it's the last bastion of alpha because it's low hanging fruit that nobody is doing so there is no competition.” The ‘shareholder value' focus is a focus on the bottom line, not a focus on the cultural vitality of the organization. Tribal Leadership is focused on the well-being and effectiveness of the organization. Ultimately, shareholder value is an outcome of an effective and stable culture. The more effective the culture of the people at work, the more effective their results. Our philosophy and our supporting data have shown that if we effectively attend to the well being of the people doing the work, the quality of their work will show up in measurably higher productivity.   What's Missing In The Prevailing Model For Shareholder Activism: Icahn, Ackman, Etc What we do is drastically different and also significantly more effective than what is taught in modern day business schools. Firms like McKinsey and basically every shareholder activist that is using management models, cost cutting, etc is the modern portfolio theory of the leadership world. That doesn't mean it doesn't produce results. You can still make money using modern portfolio theory over 50 years. You can still improve shareholder value by cutting costs and improving efficiencies. It's just leaving a ton of extra value on the table that isn't even that difficult to attain. It's low hanging fruit. Business schools are strong on management and weak on training people to be leaders. Management is based on control, domination, survival, and ultimately, fear. Most management is a carrot/stick game. The game is about managing for a result against a diminishing resource - time. Leadership requires transforming the relationships that people have while working together, mutual respect, collaboration, and stability. The culture of an organization is a function of the quality of leadership provided and attended to. If the management disrespects the employee, the employee will slow down and waste the most critical resource that management has - time. If the management provides effective leadership, the employee will respond by using the time effectively. Employees who have the experience of partnership and respect of their employers produce net superior results.  Tribal Leadership builds sustainable environments where leadership and partnership arise naturally. Our data supports the point of view that a focus on culture and leadership produces superior results in a more efficient and sustainable manner than management techniques that focus on operational efficiencies alone. Nothing Wrong With Management Conversations I'm also not saying there's anything wrong with making operations or management more efficient. I'm saying that there's an entire component that's missing that's leaving a lot of low-hanging fruit alpha on the table. Put simply, Management and Leadership are in and of two different domains. Management is about efficiency and is the vital and necessary underlying craft of any great company or organization. Leadership is about empowerment, teams, and the relationship between people working on a team, between teams to teams, and ultimately, an organization operating as a single unit producing profits and creating shareholder value. Leadership is in its own realm and requires a different mindset and worldview. The leader must be a great manager - that is a given - but he/she also must know when to step away from the psychological limitations of the manager fixated on efficiency and adopt the mindset of a leader who is exploring the creative world of breakthrough into ‘out of the box' thinking and hitherto unknown or experienced effectiveness of the organization. Culture Kills Off Strategies Drucker famously said, “Culture eats strategy for breakfast.” Business school strategies are mostly derived from HBS and Michael Porter - a brilliant man. However, according to Peter Drucker, at best, the Porter model is successful 30% of the time on average. That is because the strategy is ‘imposed' on the employee and the employee has little or no input. Therefore, the person who best knows the job and is actually doing it is told what to do and how to do it. Predictably, the employee often resists and is resentful. The strategy model we teach in Tribal Leadership is between 70-80% successful. This is largely because we teach the employee to design their own strategy, quarter by quarter. They are ‘bought in' by definition from the beginning of the process and appreciate that their input is honored. Furthermore, the strategy model we teach is simpler, self-managing, and self-correcting. In essence, a more elegant design. Furthermore, it allows leaders and managers to take advantage of and capitalize on the inherent understanding of customer data and other critical aspects of having an organization perform at a high level and make its clients and market happy.   ABOUT ERIC SCHLEIEN Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry. Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less. Eric currently resides in Philadelphia, PA. HELP OUT THE PODCAST If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!       You can subscribe to the podcast on the following platforms: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube   CONTACT ERIC SCHLEIEN Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com  

In this episode, Eric Schleien sits down with Ann Hambly, the Founder/CEO of 1st Service Solutions. I'm a huge fan of Ann, as she transformed the CMBS industry and has also been impacted by the Tribal Leadership technology which I've shared about many times here, here, and here. As one of the managers of Brookfield Asset Management shared with me, "Transforming Culture is the last bastion of alpha due to the low competitive nature of the endeavor." To watch this episode on YouTube, see below or click here. Ann has been involved in literally every aspect of the CMBS industry throughout her 35+ year career. She created from scratch and ran many large servicing shops before creating 1st Service Solutions in 2005. She has been an intentionally integral part in shaping the CMBS industry since its inception. Ann founded 1st Service Solutions in 2005 to address what she saw to be a gaping hole in CMBS.  Unlike ‘on book' commercial real estate loans, there is no ‘banker' for the borrower to speak to after securitization.  In creating what was to become the first borrower advocacy space in commercial real estate, Ann has grown 1st Service Solutions into what is now known as the preeminent CMBS Borrower Advocate practice. The company has been featured on William Shatner's ‘Moving America Forward' show as a company changing the business landscape in America. Ann has been and continues to be highly involved in industry leadership as a featured keynote speaker at conferences across the country speaking on CMBS structure, CMBS workouts, assumptions, and hot topics in the general CRE industry. With the release of her book, ‘CMBS 911,' Ann once again set out to meet an unmet need: explaining, in simplistic and straightforward terms, the roles, responsibilities, and motives of every individual or entity involved in the CMBS process. “The whole process can be overwhelming and confusing for the borrower and there's always a lot on the line,” she explains. The book has gone on to become an industry bestseller and is being adopted into the Purdue College of Business Real Estate curriculum as well as other colleges and universities. In addition to her own book, Ann's expertise has been featured in ‘True Leaders: How Exceptional CEOs and Presidents Make a Difference by Building,' ‘Trends in Commercial-Mortgage Backed Securities,' and ‘The Law of Distressed Real Estate.' Ann is also a prolific contributor to many, many real-estate and business-related publications having published 50+ articles, commentaries, and columns in such publications as the Commercial Real Estate Show, the Commercial Observer, Scotsman Guide, GlobeSt.com, Mortgage Bankers Magazine, National Real Estate Investor, Real Estate Business, Real Estate Forum, and Reuters among others. Jurists frequently request Ann's involvement in high-profile cases regarding commercial real estate because of her vast and varied experience. She has been called upon to provide expert reports, depositions, testimonies, and professional consulting services on many high profile cases. Ann is a member of the Board of Directors of the Counselors of Real Estate (CRE) and has been an active member of C12, a Christian CEO group, for the past several years. In addition, she has previously served on or as the chairman of the Board of Directors for the Mortgage Bankers Association (MBA), the Commercial Mortgage Securitization Association (CMSA), the Multifamily Housing Institute, and the Real Estate Capital Recovery Association (RECRA). Throughout her lengthy career, Ann has received many, many professional awards and citations. Among them are the induction in the Commercial Real Estate's Hall of Fame, numerous times designation as a ‘Legend and Woman of Influence in Commercial Real Estate' by Real Estate Forum, named a ‘Top 10 Most Distinguished Women in Real Estate' by the Mortgage Bankers Association, selected as a member of the prestigious Real Estate Roundtable, and named as one of six ‘Most Influential Women in Commercial Real Estate' by National Real Estate Investor to name a few. Ann lives in the Dallas/Ft. Worth Metroplex and enjoys time spent with her family, especially her six grandkids.   HELP OUT THE PODCAST If you like The Intelligent Investing Podcast, please consider leaving a rating and review on Apple Podcasts. It takes less than 30 seconds to do and makes a huge difference! You can also join the Facebook page!       You can subscribe to the podcast on the following platforms: Apple Podcasts Stitcher TuneIn Spotify Podbean iHeart Radio YouTube   Contact Eric Schleien Facebook  |  LinkedIn  | Twitter  | YouTube | GSCM | Instagram Email: IntelligentInvesting@gmail.com   Contact Ann Hambly 1st Service Solutions | Email: ahambly@1stsss.com

Sharon Lechter talks CMBS loans with the founder and CEO of 1st Service Solutions, Ann Hambly. Ann has a wealth of knowledge in commercial real estate and investing. Today, she talks a little bit about 1st Service Solutions. As well, Ann discusses some of the changes seen in commercial real estate trends since COVID-19 hit. She also gives significant comparisons to the 2008 recession and some insight into what you should be investing in now.  Key Takeaways: [1:30] Ann Hambly explains the business, 1st Service Solutions.  [2:30] How has commercial real estate responded to COVID-19 [4:30] Technology has moved to virtual shopping, and the pandemic has accelerated that shift. [7:45] CMBS Loans are all non-recourse; the only thing that the lender gets in default is the property.   [8:40] The 2008 recession was precipitated on over-aggressive lending, while this current 2020 recession is COVID-19 related.  [12:20] Sharon poses the question, "What should people be looking for in investment opportunity given the pandemic?"  [16:00] Distressed deals are becoming readily available.  [19:00] Multi-family housing is likely to maintain a pretty steady course as "everyone needs a home." Websites: 1stSSS.com/ SharonLechter.com/ www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

We are joined by the brilliant Marwan Saab as he walks us through his new startup Opaala which is reshaping the way we interact with restaurants. Transformation and innovation continues to push our experience especially in public spaces like restaurants to a new place. Will this be the new way we order food and what are the expected outcomes of this change. Starting his working career in advertising we also explore how ads shape our thoughts and are they really as effective as they are designed to be. New technologies have made getting what we want at the tips of our finger, will we lose the human touch or will this enhance the customer experience?Its a doozy, join Nameer and Laith as we explore this evolution. Stay In Your Lane - SIYL PodcastGUEST: Marwan SaabCheck it out: https://opaala.com/

Swagelok Southeast Texas - TALKS Episode 4: Field Service Solutions Buster and Logan talk to our on-site Field Service Advisor, Nathan Perkins, about hose best practices, quantifying leaks, and the steps you can take to reduce emissions, increase safety, and save money. Follow us at: Swagelok Southeast Texas Facebook LinkedIn Instagram YouTube

Swagelok Southeast Texas - TALKS Episode 3: Training Buster and Logan talk to our on-site Field Service Advisor, Nathan Perkins, about hose best practices, quantifying leaks, and the steps you can take to reduce emissions, increase safety, and save money. Follow us at: Swagelok Southeast Texas Facebook LinkedIn Instagram YouTube

Sonya Locke is CEO of EDS Service Solutions, a staff outsourcing company that operates in 80 airports throughout the US within the car rental, mobility and hospitality sector. She is an accomplished leader with 20 plus years of both domestic and international experience in operations, P&L oversight, product development and marketing involving both start-up and growth […] The post GWBC Radio: Sonya Locke with EDS Service Solutions appeared first on Business RadioX ®.

G Jerry Truglia is well known for his automotive training through his company ATTS: Automotive Technician Training Services, where he covers topics ranging from hybrid vehicles, electricity, to Heavy Duty Truck repair. G is also a very proud founding member of the non-for profit Technician Service Training group. G Jerry Truglia Previous Episodes (https://remarkableresults.biz/?s=%22Truglia%22) . Dave Hobbs automotive service experience spans 40 plus years in the industry, starting out as a technician and then as a service manager working in his family’s repair shop (Hobbs Auto Electric) in Kokomo, Indiana. After leaving Hobbs Auto Electric, Dave began working as a hotline advisor and field engineer at GM’s Delco Electronics. Those roles eventually led to becoming an electronics systems instructor for thousands of Delco Electronics / Delphi engineers throughout North American and Asia. Dave is currently the lead technical trainer and course developer for Delphi Product and Service Solutions. In addition, he serves part-time as a contributor to Motor Age Magazine and as a field correspondent for MACS Worldwide (Mobile AC Society). Dave’s previous episodes (https://remarkableresults.biz/?s=dave+hobbs) . Peter Orlando Sr. Curriculum Developer/Technical Instructor at Advance Auto Parts Carquest Technical Institute. Talking Points: Takes months to prepare and put together, document stories, real-world scenarios  Build relationships with students- students respond better to instructors that do not talk down to them, encourage networking and asking questions  Technicians often have an ego- they can fix any car, but need to also admit they don’t know everything, often feel embarrassed or afraid to ask questions Constant reading and research on curriculum   Retention of information- poll questions and feedback   Keeping students engaged- move around the room, have students highlight and underline during class Becoming an instructor doesn’t happen overnight- need to be seasoned over time, always someone smarter than you who you need advice from Sometimes you need grace from your audience- constructive feedback and criticism  Resources: Thanks to G Jerry Truglia, Peter Orlando, and Dave Hobbs for their contribution to the aftermarket’s premier podcast. Link to the ‘BOOKS‘ page highlighting all books discussed in the podcast library  (https://remarkableresults.biz/books/) . Leaders are readers. Love what we do, buy a cup of coffee (https://remarkableresults.biz/coffee/) . Be socially involved and in touch with the show: Email (mailto:carm@remarkableresults.biz) Listen for free on Apple Podcasts, Google Podcasts, Spreaker, iHeart Radio, Spotify, Podchaser and many more. Mobile Listening APP's HERE (https://remarkableresults.biz/listen/) Join the Ecosystem - Subscribe to the INSIDER NEWSLETTER HERE. (https://remarkableresults.biz/insider/) Buy Carm a Cup of Coffee  (https://www.buymeacoffee.com/carm) This episode is brought to you by AAPEX, the Automotive Aftermarket Products Expo. AAPEX represents the $740 billion global automotive aftermarket industry and has everything you need to stay ahead of the curve. With 2,500 exhibiting companies, you’ll see the latest products, parts, and technologies for your business. As a result, the event also offers advanced training for shop owners, technicians, warehouse distributors (WDs) and auto parts retailers, as well as networking opportunities to grow your business. AAPEX 2020 will take place Tuesday, Nov. 3 through Thursday, Nov. 5, 2020 at the Sands Expo in Las Vegas. Therefore, more than 48,000 targeted buyers are expected to attend, and approximately 162,000 automotive aftermarket professionals. They will be from 135 countries which are projected to be in Las Vegas during AAPEX 2020. For information, visit aapexshow.com...

Today we speak with Laura Renner, Air Force veteran and founder of Freedom Makers, a virtual assistant company that empowers military spouses and provides valuable outsourced service for businesses. Laura can be reached at laura@freedom-makers.com.

How a former Irish Navy ship, the LE Aisling, ended up being sold on to a Libyan warlord. The late Timmy Flavin's diary of his 1991 kayak trip around Ireland, At the Waters Edge. We meet Joy Gillen of GAC Training & Service Solutions at the Nat Maritime College of Irel. Regular contributor Hugh Oram looks at the future of the Grand Canal Dock.

Today we get to know Sivan Cohen of Noria Water Technologies. Noria Water Technologies is a privately held water technology company headquartered in Los Angeles, California. They provide cost-effective water technology and service solutions for a wide variety of industries. To support the Women in Tech podcast go to https://www.patreon.com/womenintech - tweet @womenintechshow and @EspreeDevora. https://twitter.com/noriawater http://twitter.com/womenintechshow https://twitter.com/espreedevora

Scaling Up Services is a podcast devoted to helping founders, partners, CEOs, key executives, and managers of service-based businesses scale their companies faster and with less drama. Have each episode delivered to your inbox by subscribing here: http://www.scalingupservices.com/subscribe

Chris Rising discusses the world of CMBS with Ann Hambly, Founder and CEO of 1st Service Solutions.

Dave Hobbs’ automotive service experience spans 40 plus years in the industry, starting out as a technician and then as a service manager working in his family’s repair shop (Hobbs Auto Electric) in Kokomo, Indiana.  After leaving Hobbs Auto Electric, Dave began working as a hotline advisor and field engineer at GM’s Delco Electronics.  Those roles eventually led to becoming an electronics systems instructor for thousands of Delco Electronics / Delphi engineers throughout North American and Asia. Dave Hobbs is currently the lead technical trainer and course developer for Delphi Product and Service Solutions.  In addition, he serves part-time as a contributor to Motor Age Magazine and as a field correspondent for MACS Worldwide (Mobile AC Society).  Dave’s previous episodes (https://remarkableresults.biz/?s=dave+hobbs) .   Key Talking Points: Hands-on training is the best method. When you do it yourself you learn better than any other training Techs need to find the time and make the sacrifice to attend training There is a huge sacrifice by every training supplier to design and present great training Use community colleges for these events vs. a hotel or restaurant Let the college’s instructors attend for free. Include their students Stop considering the convenient place to get training and find the best place so you can do more hands-on     A special thanks to Dave Hobbs for sharing his passion – For The Record. Books mentioned in the content library  (https://remarkableresults.biz/books/) Leave me an honest review on iTunes (https://airtable.com/tblOgQmbnkHekpl0L/viwSbPkieMNhLOmtK/recQNomCKr1D5I9x4) . Your ratings and reviews really help and I read each one of them. Email Carm HERE (mailto:carm@remarkableresults.biz) . (mailto:carm@remarkableresults.biz)       Be socially involved and in touch with the show: Speaking (https://remarkableresults.biz/speaking) This episode is brought to you by FlexCheck Auto Digital Vehicle Inspection Software. Savvy shop owners use vehicle inspections to find additional work on a vehicle that the vehicle owner may not know is needed. The most successful shop owners fully inspect every car, every time. It benefits the vehicle owner more than the shop because most vehicle owners want their autos to be reliable. FlexCheck Auto takes the power of a shop’s inspection process and puts it in the palm of your technician’s hand so that pictures, video and vehicle specific notes about a vehicle’s condition can be shared quickly with vehicle owners. This simple, fully customizable system is designed to operate on any Android device. It improves technician efficiency in the bays, service writer efficiency at the counter, increases average repair order and builds trust with vehicle owners. Today’s vehicle owners want to receive their vehicles health status electronically, this makes FlexCheck Auto the most transparent way to do sell auto repair. Try it for free for 30 days! Go to (http://www.flexcheckauto.com) to learn more. (http://eepurl.com/bhqME9) Download the Remarkable Results Radio listening APP for your smart device: (https://itunes.apple.com/app/id1188757689)        

Welcome to Evolving KM, a podcast series where we discuss how Knowledge Management is progressing and the impact that's having on KM professionals. In each episode, we interview people who have either worked in or on the periphery of Knowledge Management We get their perspective on how this profession is evolving to meet the shifting demands of legal service delivery.  Our guest today is Jason Dirkx, KM Counsel at Littler Mendelson. In his role at Littler, Jason contributes to the design and development of Littler's Service Solutions, including Compliance HR and Littler LaborSmart, which automate aspects of legal services. Jason has prior experience as a software engineer and, in developing legal products, has found a way to combine his engineering and legal expertise. Jason has also been an ILTA volunteer for several years, currently as a member of the Program Planning Council and previously as a member of the ILTACON conference committee.  Jason and Amy co-authored an article in an upcoming Peer-to-Peer Magazine, titled “Lawyering in Your Sleep -- An Approach to Legal Product Development.” The article addresses issues to consider in productizing legal services, which forms the basis for our conversation. We discuss how to “do less law” to quote Ron Friedmann, including what is driving legal product development, buy-in, planning for sustainment and support and the skill sets that will be needed for these projects. In their article and our podcast, Jason and Amy note their article touches on key issues at a high level. They invite you to continue the conversation through ILTA communities and programming! Hosts: Gwyn McAlpine oversees the knowledge management program at Perkins Coie LLP, an international law firm with 1,000 lawyers in 19 offices. Gwyn's focus is on creating value for clients by enabling attorneys to practice law more efficiently and collaboratively. In addition to more traditional KM initiatives, KM at Perkins Coie includes library and research services, internal and external collaboration, and AI and expert systems. Gwyn practiced corporate law for 10 years before fully transitioning to knowledge management.     Amy Monaghan is the Practice Innovations Manager within the knowledge management group at Perkins Coie LLP. She works side-by-side with practice groups to further KM initiatives, particularly those involving artificial intelligence systems and other advanced technologies, such as document assembly, logic systems, workflow tools and contract analysis tools. Previously, Amy was in a similar role at Chapman and Cutler LLP.  Speaker:  Jason Dirkx, Knowledge Management Counsel at Littler Mendelson, P.C.

Ann Hambly and Stephanie Whittington of 1st Service Solutions discuss how they're helping investors close more deals, faster. As a broker, I've struggled with ongoing loan assumptions because of all the complexities with multiple stakeholders - 1st Service Solutions "quarterbacks" loan assumptions, so deals get to the finish line with less headaches and at a faster pace. Tune in to learn about loan assumptions and about how 1st Service Solutions is adding value for investors on a national scale. For more information, visit: http://1stsss.com/

Do you want to convert more of your digital agency proposals? Do you want to win more clients, easier and faster. I'm going to walk you through my proposal formula that we used to convert 80% of our prospects and win business with big brands like AT&T, Hitachi, Lotus Cars and more. First, make sure you're talking to the right prospect. Never create proposal until you know: NBAT (Need, Budget, Timing, Authority). This helps qualify your prospects to you don't waste time with the wrong ones. Check out for more info: https://JasonSwenk.com/nbat/ 1. Master template - save time with a template instead of preparing every proposal from scratch. Make it as long as you need to list all the services you offer. Then when you create a new proposal, remove or replace anything irrelevant. This is a HUGE time saver! Or, make it even easier on yourself and check out my Proposal Template: https://jasonswenk.com/proposaltemplate/ 2. Executive Summary - most people get this part wrong, because it is not a summary of the proposal itself. The Executive Summary is a summary of what the client has expressed in your upfront conversations. Include things like: what they need and want, goals and challenges that stand in their way. I also like using neurolinguistic programming (NLP) by stating a few obvious facts in order to establish trust. 3. Service Solutions - list out the services you'll provide in order to achieve the results they desire. This is not a menu of services and you do NOT list pricing in this section! This area is just walking them through the plan in detail to help them understand the process. This is the most detailed section of the proposal, but if you're using a master template it will be the easiest! :) You also want to include what you're NOT doing, which will help you avoid scope creep. Define what is include and what is not to save time and headaches later. 4. Project Summary - this is the section where you you can list out pricing; and I suggest doing it in 2 categories: one-time fees and residual or ongoing monthly fees. 5. About Us - most agencies are doing this wrong, because they put their "about" section right in the beginning after their cover letter. They list out honors, awards, certifications, team, etc. No one cares who you are that early in the process! First, show them what you can do for THEM, and put your agency's credentials deeper in the proposal. 6. Contract - include the contract with the proposal! Now, mega brands are going to have their own contract or MSA. But most clients will use whatever contract you provide so include it with the proposal. You can even be more proactive and send it in advance of the meeting so they can have their legal department review it first. Doing this helps determine whether they're serious about working with you, but it helps them see you're serious about working with them. 7. DON'T SEND THE PROPOSAL. It took me years to figure this out! You're going to have a lot of prospects ask you to send them the proposal. Don't send it!! Explain to them that it's your process to review the proposal with them in person. This can mean a physical meeting or video/web conference. That way you can walk them through the proposal, answer their questions, and make sure they're comparing apples to apples when you're up against other agencies. What challenges are you facing with your agency proposals? Comment below! Related: https://youtu.be/m9vLU83qjJc https://youtu.be/Csqa6HyF4cQ =======================================================  JASON SWENK IS AN AGENCY ADVISOR THAT GUIDES MARKETING AGENCIES THROUGH A PROVEN FRAMEWORK FOR GROWING THEIR AGENCY FASTER & EASIER. Fresh out of college Jason was off to work for Arthur Anderson, one of the big 5 consulting firms. He quickly realized that he could never work for anyone other than himself. He decided to change direction, launch a digital agency that quickly grew to a multi-million dollar operation working with brands such as AT&T, Hitachi and Lotus Cars. After 12 years of steady growth, the agency caught the attention of bigger agencies and Jason sold it in 2012. Now, Jason leads http://JasonSwenk.com, a unique media company & consultancy helping marketing agencies grow & scale their agencies faster by applying the framework that he used to grow, scale and eventually sell his agency. Jason has helped over 10,000 agencies in 23 countries meet or exceed their business goals. Jason currently hosts two shows that are available for download: The Smart Agency Master Class, weekly podcast and SwenkToday a daily vlog that answers viewers questions. Follow me here: Website: http://jasonswenk.com  Podcast: http://smartagencymasterclass.com  Facebook: http://www.facebook.com/jasonswenk    Twitter: https://twitter.com/jswenk   Instagram: https://www.instagram.com/jswenk   Linkedin: https://www.linkedin.com/in/jasonswenk   Soundcloud: https://soundcloud.com/jasonswenk Music by epidemicsound.com

Sally Whitesell of sw Service Solutions speaks with us about making positive impressions with your clients on the service drive.

Sally Whitesell of sw Service Solutions speaks with us about making positive impressions with your clients on the service drive.

Pictured above Carm Capriotto, Ryan Clo, Dave Hobbs and Matt Fanslow. Bill Hanvey, CEO Auto Care asking a question of the panel. Carm Capriotto on right. Service EDU panel Ryan Clo is a nineteen-year veteran of the Automotive Service industry. He currently owns two specialized Automotive Service businesses located in Cincinnati, OH. Both businesses have systems and processes in place so that his presence is not required on a daily basis. Ryan’s first business, Dubwerx, has a 99% customer satisfaction rate while maintaining profitability and growth. Ryan currently consults for the Institute of Automotive Business Excellence providing guidance to automotive businesses including on-site evaluations, off-site coaching, business plan development, and one-on-one coaching with owners and staff. He is known as the “Systems and Processes guy.” Ryan teaches several business management classes for the Automotive industry. Ryan is also involved in the growing startup community in Cincinnati, OH meeting with other entrepreneurs regularly to discuss best practices and the future of business. Ryan volunteers his time serving on the editorial board for an industry magazine and two community non-profits in Cincinnati, OH. Dave Hobbs – Automotive Training Instructor & Technical Writer Dave Hobbs’ automotive service experience spans 40 plus years in the industry, starting out as a technician and then as a service manager working in his family’s repair shop (Hobbs Auto Electric) in Kokomo, Indiana.  After leaving Hobbs Auto Electric, Dave began working as a hotline advisor and field engineer at GM’s Delco Electronics.  Those roles eventually led to becoming an electronics systems instructor for thousands of Delco Electronics / Delphi engineers throughout North American and Asia. Dave Hobbs is currently the lead technical trainer and course developer for Delphi Product and Service Solutions.  In addition, he serves part-time as a contributor to Motor Age Magazine and as a field correspondent for MACS Worldwide (Mobile AC Society). Matt Fanslow is the diagnostic tech/shop manager for Riverside Automotive in Red Wing, MN. His primary responsibilities are to diagnose driveability and electrical/electronic issues, and perform most all programming, coding, initializing, adaptions, etc. Basically, if it needs to be figured out or has wires, it goes to Matt. He’s been a tech since 1996. Matt is also a subject matter expert for ASE and a trainer. Matt has participated on 18 ASE technical committees for the ASE Practice Test, A6, A7, A8, and L1 tests. He’s also done case studies for Standard Motor Products.  Matt teaches for PICO. You would have found Matt here at AAPEX in the Pico Technology booth as well as presenting at the AAPEX/AVI Mobility Park for Pico on using the relative compression test with a Pico Scope. Matt also does instructor lead training for Pico Technology, AES wave and ASA Midwest (Vision).  The Pico Technology gigs have him over the country, Canada, and Puerto Rico. Talking Points: How the work we do will change in the next 10 years. Is AC Just an Abbreviation for Air Conditioning? Will shops will need, perhaps, a dedicated technician, specialty tools, calibration equipment to properly compete and repair our future cars? What is the role of the owner as business models transform and becoming the CEO of your business is the buzz in management circles? You need to be an analyst in your business. Success in diagnostics often moves beyond the trouble code flowcharts by knowing how something works and why it failed. Why is this important? Other industries are after our people, looking for their skillsets and often offering more in terms of salary and benefits. What can we do to slow that trend? We must value ourselves. Job satisfaction must be addressed. How will the independent aftermarket shop, leverage emerging technology to add more value...

Sally Whitesell of sw Service Solutions speaks with us about steps to take that allow your service department to stand out from the crowd.

Sally Whitesell of sw Service Solutions speaks with us about steps to take that allow your service department to stand out from the crowd.

This week we're going to be speaking industry expert, Ann Hambly, who is the founder and CEO of 1st Service Solutions , a national service provider and consultancy firm to the commercial real estate industry who provide advice and solutions for anything ranging from the addition or removal of collateral on an existing CMBS loan, to the most complex loan restructure for all loan types. And for those of you who might not know what a CMBS loan is here's a quick definition. A CMBS loan, also known as a commercial mortgage-backed security, is a type of fixed-income security that is collateralized by commercial real estate loans. Typically these loans are for commercial properties such as office buildings, hotels, malls, apartment buildings, factories, etc., but not single-family homes. CMBS make up about 2% of the total U.S. fixed income market.   In essence, CMBS are created when a bank takes a group of loans on its books, bundles them together, and sells them in securitized form as a series of bonds. Each series will typically be organized in "tranches" from the senior - or highest-rated, lowest-risk issue - to the highest-risk, lowest-rated issue. The senior issue is first in line to receive principal and interest payments, while the most junior issues will be the first to take a loss if a borrower defaults. Investors choose which issue they invest in based on their desired yield and capacity for risk. Today we're going to speak about how Ann's company can help investors navigate the tricky and often times complex CMBS loan process as well as discuss some of the opportunities that might exist from maturing CMBS loans that were created back during the 2005-2008 real estate run-up and how her company can help you capitalize on some of these "soon-to-be" distressed opportunities.   Here’s a few things you’ll learn in our interview with Ann today: What a CMBS loan is What role 1st service solutions  plays in the CMBS market and the services they provide to real estate investors How Ann was able to grow her company during one of the worst real estate markets in history which was 2008 The opportunity that exists with the $100+ billion of maturing CMBS loans and how you can go about uncovering those that might be distressed What defeasance means when it comes to CMBS loans The benefits of a CMBS loan and how they typically offer much more attractive terms than conventional commercial loans which can include longer amortization, lower rates, non-recourse vs. recourse bank loans, and 10 year balloons instead of 5 or 7 that you have with commercial loans. The number one marketing strategy which she feels is responsible for the great success her company has experienced and how you can apply this same strategy to your real estate business. How to get a free 1 hour phone consultation with Ann. And much more Recommended Resources: Download my free success guide,  “7 habits of highly successful multi-family investors” by going to www.KevinBupp.com/guide Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2 Looking to invest in Mobile Home Parks? Want to JV with me on deals? If so, schedule a call with me and let’s talk. Click here https://www.timetrade.com/book/FGF7S Learn more about today's guest by http://www.1stsss.com

In this podcast, Bill Lawrence, director of Service Solutions and Platforms for ADT Security Services, explains the growing interest in video surveillance by both government agencies as well as businesses of every stripe. He discusses what any organization should consider before investing heavily in the technology. Lawrence is a 25-year veteran of both the information technology and physical security industries, with extensive experience in network video surveillance and physical security convergence.

In this podcast, Bill Lawrence, director of Service Solutions and Platforms for ADT Security Services, explains the growing interest in video surveillance by both government agencies as well as businesses of every stripe. He discusses what any organization should consider before investing heavily in the technology. Lawrence is a 25-year veteran of both the information technology and physical security industries, with extensive experience in network video surveillance and physical security convergence.