Podcasts about SMB

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Latest podcast episodes about SMB

Sugar Coated
College Isn't the Only Path: Building Worker-First Careers and a Women's Camp in a French Château with Leah Lykins

Sugar Coated

Play Episode Listen Later Jun 26, 2026 47:50


Leah Lykins thinks college isn't the only path to a good career, and she's built worker-first tools that prove it. Leah is the co-founder of Where We Go, a public benefit corporation connecting people who are ready to work with the programs ready to train them, and the co-founder of Camp Chateau, an adult women's sleepaway camp in a French château.In this episode, Leah explains why the infrastructure that keeps a country running, from clean energy to advanced manufacturing to the electrical grid, needs people desperately, and how the right framing turns a career nobody has heard of into one worth getting out of bed for. She also shares how she and her mother bought a château for the price of a San Francisco apartment, funded the first location with 150 women, and filled the second in seven days.If you are rethinking your next move, or want to build a business that actually fits your life, this one is worth your time.Chapters:

INspired INsider with Dr. Jeremy Weisz
[SaaS & AI Series] Startup Lesson Behind Botkeeper's Rise and Rescue With Enrico Palmerino

INspired INsider with Dr. Jeremy Weisz

Play Episode Listen Later Jun 25, 2026 55:42


Enrico Palmerino is the Founder and CEO of Botkeeper, an AI-powered bookkeeping automation platform that helps accounting firms streamline and scale client accounting services. Under his leadership, Botkeeper developed Infinite, its core AI-powered platform for accounting firms, which was later acquired by Xendoo. Enrico leads Botkeeper's mission to help accounting professionals automate manual tasks, improve accuracy, and build more scalable practices. He previously co-owned SmartBooks and co-founded ThinkLite, and he also serves on the board of Fidelity Bank, has advised Geisel Software, and is an investor and advisor to several tech companies.  In this episode… AI is transforming accounting, but the biggest shift is not just faster software — it is a new way for firms to serve clients, manage capacity, and stay competitive. As demand for bookkeeping rises and accounting talent becomes harder to find, how can firms use automation without sacrificing trust, accuracy, or control? Enrico Palmerino, a serial entrepreneur and accounting technology innovator, believes AI should help firms scale their expertise rather than replace it. He highlights how Botkeeper evolved from solving his own bookkeeping pain points into a platform that helps accounting firms automate categorizations, reconciliations, journal entries, document workflows, and practice visibility. By moving from direct SMB services to a firm-focused model, Botkeeper gave accountants a way to improve margins, reduce manual work, and support more clients without overloading their teams. Enrico also explains why adoption depends on trust, showing firms that AI can strengthen client service while preserving ownership of the relationship. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Enrico Palmerino, Founder and CEO of Botkeeper, to discuss AI, automation, and the shift in accounting firms. Enrico explains Botkeeper's move from SMBs to firms, how AI improves bookkeeping workflows, and why the Xendoo acquisition accelerated its roadmap. He also shares advice on pricing, profitability, and entrepreneurship.

Acquiring Minds
How to 4x EBITDA in 3 Years Without Growing Sales

Acquiring Minds

Play Episode Listen Later Jun 25, 2026 83:50


Ned Tomasevic navigated an early crisis then grew EBITDA to $6m and exited at over 8x, four turns higher than he'd paid.Register for the webinar: Transferable Skills: Crafting Your Resume for SBA Lenders - TODAY!! - https://bit.ly/4v3KOnfTopics in Ned's interview:Being the first American in his familyUtilizing 20 interns for outreachAcquiring with help from a search fundPost-closing discovery led to lawsuitStress shows up in your body firstGetting guidance from his coach and mentorsReducing shrink from 20% to 3%Quadrupling EBITDA in 3 yearsTaking a year off after exitingHis new role as investor, coach and mentorReferences and how to contact Ned:LinkedInSearchers FundJason Jackson on Acquiring Minds: How to Recover from a Fraudulent SellerGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact jenny@aspenhr.comGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Acquiring Minds
Leaving $700s/Yr to Buy an Underperforming Printing Business

Acquiring Minds

Play Episode Listen Later Jun 22, 2026 85:43


Dominick Smith left a lucrative track in PE to pursue a path that offered more meaning. Buying a business has delivered.Register for the webinars: Overcoming Common Deal Sticking Points - TOMORROW!! - https://bit.ly/3Qx1g0WTransferable Skills: Crafting Your Resume for SBA Lenders - Thu, Jun 25 - https://bit.ly/4uOEqQDTopics in Dominick's interview:Leaving a lucrative job in his late 20'sDodging bullets with due diligenceRenegotiating purchase priceManaging white collar vs blue collar employeesWasting money on ineffective marketingLearning budgeting and frugalityAdvantages of staying in the weedsAggressively pursuing new businessDiscovering and fixing poor website speedsHis intent to sell the businessReferences and how to contact Dominick:LinkedInPrintmoz.comHeather Endresen at Viso Business CapitalBrendan O'Brien at Huntington BankAizik Zimmerman on Acquiring Minds: Founder Mode for ETA: $6m to $25m in 3 YearsGet a complimentary IT audit for acquisition diligence or post-close transition.Visit inzotechnologies.com/eta.The ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Blissful Prospecting
Motive CRO on moving up-market and leading an org of 3,000+

Blissful Prospecting

Play Episode Listen Later Jun 22, 2026 56:00


In this episode, Jason and Adam Block from Motive, talk about why they made the move up market, how they protected the mid-market and SMB business that was already working, how they rewired the culture for outbound, and the talent and metrics that matter when you're leading a 3,000-plus revenue org. Check out more free content and get help with outbound at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://outboundsquad.com.⁠

Paul's Security Weekly
Navigating Shadow AI in the Enterprise, Verizon's SECOND 2026 report, and the news - Ankita Gupta - ESW #464

Paul's Security Weekly

Play Episode Listen Later Jun 22, 2026 97:53


Interview with Ankita Gupta, CEO of Akto How to Navigate Shadow AI Risk in the enterprise This week, we discuss AI governance in the enterprise, starting with the nuts and bolts of how to discover and understand shadow AI. Following that, we dive into what security and tech leaders should do next with this information: apply guardrails? Limit vendor options? Ankita has a wealth of experience and anecdotes to share here, from years of working with customers and seeing all the unexpected things that happen with AI in today's workplace. Segment Resources: Website: https://www.akto.io Book a Free Demo: https://www.akto.io/agentic-security-demo LinkedIn: https://www.linkedin.com/company/akto-io YouTube: https://www.youtube.com/@aktodotio This segment is sponsored by Akto. Visit https://securityweekly.com/akto to secure your AI agents before attackers do. Topic Segment: Verizon's Breach Impact Study The same team that delivers the DBIR every year gave us a bonus, based on over 70,000 insurance claims! Some of my favorite insights: Cost of breaches, broken out by SMB, mid-sized enterprise, and large The claim amount as a percentage of the company's revenue Losses broken down by loss TYPE This data validates something I think everyone in cyber needs to understand: cyber events are rarely business-ending events. Every cybersecurity professional and vendor, frustrated by companies "not taking security seriously enough" now have data explaining why: breaches don't hurt as much as you thought they did. Maybe you think they should hurt more? Push for regulation/fines/etc. With that said, the report also shows breach costs increasing significantly over the past 6 years and the quantity of incidents shooting up. Specifically, the median impact has almost doubled. Security failures aren't getting any cheaper. Weekly Enterprise News Finally, in the enterprise security news, A $100M seed round! Accenture acquires 3 security vendors Some thoughts on the government takedown of Fable and Mythos One of the craziest security mistakes I've ever seen, in the software FIFA uses to manage World Cup streams! A Critical Copilot vulnerability 75,000 Fortinet Firewalls get compromised Remediation is broken Using guardrails to evade detection All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-464

Enterprise Security Weekly (Audio)
Navigating Shadow AI in the Enterprise, Verizon's SECOND 2026 report, and the news - Ankita Gupta - ESW #464

Enterprise Security Weekly (Audio)

Play Episode Listen Later Jun 22, 2026 97:53


Interview with Ankita Gupta, CEO of Akto How to Navigate Shadow AI Risk in the enterprise This week, we discuss AI governance in the enterprise, starting with the nuts and bolts of how to discover and understand shadow AI. Following that, we dive into what security and tech leaders should do next with this information: apply guardrails? Limit vendor options? Ankita has a wealth of experience and anecdotes to share here, from years of working with customers and seeing all the unexpected things that happen with AI in today's workplace. Segment Resources: Website: https://www.akto.io Book a Free Demo: https://www.akto.io/agentic-security-demo LinkedIn: https://www.linkedin.com/company/akto-io YouTube: https://www.youtube.com/@aktodotio This segment is sponsored by Akto. Visit https://securityweekly.com/akto to secure your AI agents before attackers do. Topic Segment: Verizon's Breach Impact Study The same team that delivers the DBIR every year gave us a bonus, based on over 70,000 insurance claims! Some of my favorite insights: Cost of breaches, broken out by SMB, mid-sized enterprise, and large The claim amount as a percentage of the company's revenue Losses broken down by loss TYPE This data validates something I think everyone in cyber needs to understand: cyber events are rarely business-ending events. Every cybersecurity professional and vendor, frustrated by companies "not taking security seriously enough" now have data explaining why: breaches don't hurt as much as you thought they did. Maybe you think they should hurt more? Push for regulation/fines/etc. With that said, the report also shows breach costs increasing significantly over the past 6 years and the quantity of incidents shooting up. Specifically, the median impact has almost doubled. Security failures aren't getting any cheaper. Weekly Enterprise News Finally, in the enterprise security news, A $100M seed round! Accenture acquires 3 security vendors Some thoughts on the government takedown of Fable and Mythos One of the craziest security mistakes I've ever seen, in the software FIFA uses to manage World Cup streams! A Critical Copilot vulnerability 75,000 Fortinet Firewalls get compromised Remediation is broken Using guardrails to evade detection All that and more, on this episode of Enterprise Security Weekly. Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-464

Paul's Security Weekly TV
Navigating Shadow AI in the Enterprise, Verizon's SECOND 2026 report, and the news - Ankita Gupta - ESW #464

Paul's Security Weekly TV

Play Episode Listen Later Jun 22, 2026 97:53


Interview with Ankita Gupta, CEO of Akto How to Navigate Shadow AI Risk in the enterprise This week, we discuss AI governance in the enterprise, starting with the nuts and bolts of how to discover and understand shadow AI. Following that, we dive into what security and tech leaders should do next with this information: apply guardrails? Limit vendor options? Ankita has a wealth of experience and anecdotes to share here, from years of working with customers and seeing all the unexpected things that happen with AI in today's workplace. Segment Resources: Website: https://www.akto.io Book a Free Demo: https://www.akto.io/agentic-security-demo LinkedIn: https://www.linkedin.com/company/akto-io YouTube: https://www.youtube.com/@aktodotio This segment is sponsored by Akto. Visit https://securityweekly.com/akto to secure your AI agents before attackers do. Topic Segment: Verizon's Breach Impact Study The same team that delivers the DBIR every year gave us a bonus, based on over 70,000 insurance claims! Some of my favorite insights: Cost of breaches, broken out by SMB, mid-sized enterprise, and large The claim amount as a percentage of the company's revenue Losses broken down by loss TYPE This data validates something I think everyone in cyber needs to understand: cyber events are rarely business-ending events. Every cybersecurity professional and vendor, frustrated by companies "not taking security seriously enough" now have data explaining why: breaches don't hurt as much as you thought they did. Maybe you think they should hurt more? Push for regulation/fines/etc. With that said, the report also shows breach costs increasing significantly over the past 6 years and the quantity of incidents shooting up. Specifically, the median impact has almost doubled. Security failures aren't getting any cheaper. Weekly Enterprise News Finally, in the enterprise security news, A $100M seed round! Accenture acquires 3 security vendors Some thoughts on the government takedown of Fable and Mythos One of the craziest security mistakes I've ever seen, in the software FIFA uses to manage World Cup streams! A Critical Copilot vulnerability 75,000 Fortinet Firewalls get compromised Remediation is broken Using guardrails to evade detection All that and more, on this episode of Enterprise Security Weekly. Show Notes: https://securityweekly.com/esw-464

Enterprise Security Weekly (Video)
Navigating Shadow AI in the Enterprise, Verizon's SECOND 2026 report, and the news - Ankita Gupta - ESW #464

Enterprise Security Weekly (Video)

Play Episode Listen Later Jun 22, 2026 97:53


Interview with Ankita Gupta, CEO of Akto How to Navigate Shadow AI Risk in the enterprise This week, we discuss AI governance in the enterprise, starting with the nuts and bolts of how to discover and understand shadow AI. Following that, we dive into what security and tech leaders should do next with this information: apply guardrails? Limit vendor options? Ankita has a wealth of experience and anecdotes to share here, from years of working with customers and seeing all the unexpected things that happen with AI in today's workplace. Segment Resources: Website: https://www.akto.io Book a Free Demo: https://www.akto.io/agentic-security-demo LinkedIn: https://www.linkedin.com/company/akto-io YouTube: https://www.youtube.com/@aktodotio This segment is sponsored by Akto. Visit https://securityweekly.com/akto to secure your AI agents before attackers do. Topic Segment: Verizon's Breach Impact Study The same team that delivers the DBIR every year gave us a bonus, based on over 70,000 insurance claims! Some of my favorite insights: Cost of breaches, broken out by SMB, mid-sized enterprise, and large The claim amount as a percentage of the company's revenue Losses broken down by loss TYPE This data validates something I think everyone in cyber needs to understand: cyber events are rarely business-ending events. Every cybersecurity professional and vendor, frustrated by companies "not taking security seriously enough" now have data explaining why: breaches don't hurt as much as you thought they did. Maybe you think they should hurt more? Push for regulation/fines/etc. With that said, the report also shows breach costs increasing significantly over the past 6 years and the quantity of incidents shooting up. Specifically, the median impact has almost doubled. Security failures aren't getting any cheaper. Weekly Enterprise News Finally, in the enterprise security news, A $100M seed round! Accenture acquires 3 security vendors Some thoughts on the government takedown of Fable and Mythos One of the craziest security mistakes I've ever seen, in the software FIFA uses to manage World Cup streams! A Critical Copilot vulnerability 75,000 Fortinet Firewalls get compromised Remediation is broken Using guardrails to evade detection All that and more, on this episode of Enterprise Security Weekly. Show Notes: https://securityweekly.com/esw-464

Sugar Coated
Why Only 1% of Women Founders Ever Sell: Rethinking the Business Exit with Alisha Pennington

Sugar Coated

Play Episode Listen Later Jun 19, 2026 40:40


Most women founders never sell the business they built. Alisha Pennington wants to change that, and she says the block is not financial literacy. It is identity.In this episode, I sit down with Alisha Pennington, founder of Exette and a consultant who scaled and sold her own multi-seven-figure staffing agency. Only about 1% of female founders ever exit, and Alisha breaks down why: a lack of women we can point to who have done it, and the emotional attachment that keeps us holding on long after the business stops serving us.We get into the idea that your business is an asset, not your baby. We talk about building for optionality from day one, what "be ready so you don't have to get ready" actually looks like, and her vision for women buying and selling businesses to each other instead of letting them quietly disappear.If you are building toward a million and wondering what comes after, this one is worth your time.Chapters:

Acquiring Minds
From Software to Concrete Cutting (and $1.4m of SDE)

Acquiring Minds

Play Episode Listen Later Jun 18, 2026 98:10


When the owner refused a seller note in the $6m transaction to sell his business, Tom McCormick had to get creative.Register for the webinar: Understanding a Quality of Earnings Analysis: What's Included and Why - TODAY!! - https://bit.ly/43sZcKnTopics in Tom's interview:From IBM executive to acquisition entrepreneurBuilding banker relationships to source better dealsClosing on his first LOIConsulting agreement replaced traditional seller note “I wish I would've started this path 15 years ago.”Winning seller's trust through shared valuesUsing ROBS to buy a larger companyA costly lesson about accounts receivable valuationPrioritizing keeping the blue collar workforce happy“I am so much happier now.”References and how to contact Tom:LinkedInQuality Cutting & CoringThe ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:The Acquisition LabGet a complimentary IT audit for acquisition diligence or post-close transition.Visit inzotechnologies.com/eta.Download the New CEO's Guide to Human Resources from Aspen HR:From this page or contact jenny@aspenhr.comConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Business of Tech
The Real AI Risk for MSPs: Who Verifies the Output When Clients Don't Ask?

Business of Tech

Play Episode Listen Later Jun 17, 2026 12:31


The core structural shift highlighted in this episode is the commoditization of AI model platforms and concurrent consolidation at the vendor and platform layer, forcing Managed Service Providers (MSPs) to move their value proposition above reselling models to orchestrating, governing, and verifying AI outputs. The discussion references the rising concentration and valuation of platforms such as NinjaOne—a founder-led, profitable RMM platform with a $12.3 billion valuation and 70% year-over-year growth—and Pax8 building business toolkits that draw more operational functions onto their rails. At the same time, major AI developers like OpenAI are entering the channel more directly by launching partner programs aimed at MSPs and consultants. The most consequential development is the confirmed shift from reselling AI models to managing their outputs and risks. Glean surveyed 6,000 digital workers and found that while AI delivers approximately 11 hours of weekly time savings, nearly 6.4 hours are reclaimed by “bot sitting”—the human intervention required to supply context, verify, and correct AI outputs. This hidden labor raises a risk scenario: two-thirds of workers admit to releasing unchecked AI outputs, and Ivanti found that only 42% of IT environments actually have a named owner for each AI agent, despite 85% claiming so—a 43-point gap in accountability. Asana and Deloitte further reinforce the issue, reporting frequent cost overruns and unmanaged autonomous AI deployments among enterprise and SMB environments. Supporting developments underscore this governance and accountability gap. TechCrunch cited that ChatGPT's AI market share has dropped below 50% as the field becomes more interchangeable and less differentiated by underlying model. Vendors such as Anthropic and OpenAI, recognizing model commoditization, are seeking revenue through high-volume partner channels, blurring the lines between vendor and channel competitor. According to Asana, more than 80% of UK IT leaders encountered unplanned AI costs, and over half reported business harm from autonomous AI actions, shifting operational and liability risks squarely onto MSPs and IT service providers. Operationally, these trends compel MSPs to take explicit ownership of the orchestration and governance layer, rather than relying on tool reselling. The transcript advises mapping every AI-driven decision or output that reaches client endpoints and identifying who verifies these outputs before customer exposure. Failing to address these governance blanks does not avoid work but shifts it to unbilled, post-incident cleanup, often with financial, legal, or compliance consequences. Effective MSPs will need to price, document, and regularly review their verification, orchestration, and risk assumption, positioning these as standalone, billable services to manage risk and maintain margin as AI platforms commoditize and vendor dependencies rise. 00:00 Bigger Platforms, Unwatched AI 03:44 The Vendor Walks Into the Channel 05:56 Govern It or Absorb It 08:52 Why Do We Care?  Supported by:  ScalePad  Sign up for the SMB Online Conference: www.smbonlineconference.com

Sports Medicine Broadcast
Bridging the Gap Between Rehab & Reconditioning

Sports Medicine Broadcast

Play Episode Listen Later Jun 16, 2026 17:54


Explore Matthew Hutton’s insights on bridging rehab & reconditioning, chronic vs. acute loads, strength, FMS, and preventing reinjury. Q: What inspired your journey to become an Athletic Trainer (AT) and specifically led you to work with soccer, particularly the Dynamo? A: My interest began in high school, where I excelled in science and math. After unsatisfying experiences shadowing a dentist and a physical therapist (who didn’t involve athletics), tearing my MCL introduced me to my high school AT, who became my inspiration. My path to soccer and the Dynamo was less direct, stemming from an Iowa soccer team connection that led to the Dynamo academy and eventually the main team. Q: What was the inspiration behind the topic “Bridging the Gap Between Rehab & Reconditioning”? A: The topic was inspired by a lifelong focus on performance and experience in various competitive athletic gym settings. It emphasizes the crucial collaboration among professionals for optimal return to play, especially evident at the professional soccer level, and highlights a passion for continuous learning in this field. Q: Can you explain chronic versus acute load ratios in athletic training? A: Chronic vs. acute load ratios involve monitoring an athlete’s training load over the past 3-5 weeks and comparing its average to the current training week. While there’s no single “gold standard,” a ratio of 1.4-1.6 is considered ideal, whereas anything above 2.0 suggests an increased risk of injury. Without GPS, metrics like mileage and manual counting of accelerations and decelerations are important. For example, high-speed running is typically above 5.5 m/s, and a sprint is above 7 m/s. Q: Between strength and power, which is more critical for injury prevention and performance? A: Research indicates that strength is more crucial for injury prevention, particularly focusing on strength and fascial length. While power is often overlooked, incorporating speed variables is essential. There’s a significant gap between heavy Nordic hamstring exercises and sprinting, underscoring the importance of bridging this divide. Q: Are you Functional Movement Screen (FMS) certified, and how has this influenced your approach? A: Yes, I am FMS certified, though I rarely use the actual testing. Instead, I heavily utilize the FMS framework and its progression principles. This framework proved highly beneficial, especially when working with large groups of 35-40 athletes at the JUCO level without dedicated strength staff. It allowed me to create reproducible corrective exercise PDFs for efficient widespread application. Q: How do you address the decrease in confidence experienced by athletes with recurrent injuries? A: While not an expert in this specific area, my approach involves understanding the athlete as an individual. I engage with them to comprehend their personal experiences and struggles, believing that this empathy is key to providing effective support and boosting their morale during challenging recovery periods. Q: What is the most significant complication you’ve observed with hamstring strains? A: The most significant complication with hamstring strains is the lack of a clear understanding of all the risk variables involved. For instance, an athlete might demonstrate exceptional hamstring strength on a NordBord, yet still experience recurrent injuries. This suggests that factors beyond isolated strength, such as the nervous system and fatigue, play a substantial role, making the absence of definitive risk factor evidence the primary challenge. Q: What is your foremost tip for preventing reinjury? A: My biggest tip for preventing reinjury is to employ a “smooth approach,” akin to art shading. This means gradually and consistently progressing exercises without sudden spikes in any variables. The key is to manipulate training variables appropriately and avoid abrupt changes to ensure a smooth and safe rehabilitation journey. Q: Where did the concept of “working backward” when creating a rehab plan originate for you? A: The concept of working backward in rehab planning originated from my experience with the Dynamo. Early on, I made the mistake of progressing athletes day by day based on their immediate feeling, which led to an expedited progression and a subsequent contralateral injury setback. This experience highlighted the importance of understanding the overall timeline and setting larger goals in advance to prevent moving too quickly through the rehabilitation process. Q: What is curvilinear running? A: Curvilinear running involves having athletes run along a uniform curve, like a half-circle, often marked by the edge of a box. This practice helps identify that the fastest linear sprinters may not necessarily be the fastest curvilinear sprinters, emphasizing the distinct biomechanical demands of curved running. Contact Us Jeremy Jackson Benjamin Stephenson Layci Harrison Mark Knoblauch Ashlyne Elliott Leslie Bennett Sponsor List Frio Hydration – Superior Hydration products. Xothrm – Best heating pad available – Use “SMB” or email info@xothrm.com and mention the Sports Medicine Broadcast. Donate and get some swag (like Patreon but for the school) HOIST – No matter your reason for dehydration, DRINK HOIST MedBridge Education – Use “TheSMB” to save some money, be entered in a drawing for a second year free, and support the podcast. Marc Pro – Use “THESMB” to recover better. Athletic Dry Needling – Save up to $100 when registering through our link.

The BIGCast
Financial Health, No Matter the Mission

The BIGCast

Play Episode Listen Later Jun 16, 2026 42:31


Our second batch of interviews stemming from the Financial Health Network's EMERGE conference, both with founders of compelling fintech startups: ROX CEO Lara Hodgson (breaking down barriers to SMB credit/liquidity) and Poncho CEO John Brown (financial wellness for military families). Also- the sudden twist in Fiserv's turnaround story. Links related to this episode: ROX: https://www.roxwrite.com/   Poncho:  https://www.poncho.us/ Poncho CEO John Brown on LinkedIn: https://www.linkedin.com/in/johnprestonbrown/ The Financial Health Network: https://finhealthnetwork.org/ Glen's blog on a VERY eventful month in interchange: https://www.big-fintech.com/a-remarkable-month-for-interchange-but-what-has-really-changed/ A replay of Glen's favorite EMERGE session, featuring Alex Johnson posing "lightning round" questions to a panel including former OCC head Michael Hsu: https://finhealthnetwork.org/event-session/hard-questions-for-the-future-of-finance Sister publications Banking Dive and Payments Dive publish differing perspectives on Fiserv CEO Mike Lyon's surprise departure: https://www.paymentsdive.com/news/fiserv-ceo-exits-after-rocky-year/822882/ https://www.bankingdive.com/news/truist-ceo-lyons-rogers-fiserv/822878/  Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/n/glensarvady/

Printed Circuit
Trust Is Good, Control Is Better: Designing Hardware Faster Without Betting It All on AI

Printed Circuit

Play Episode Listen Later Jun 16, 2026 30:01


What if the biggest bottleneck in hardware design isn't your engineer's skill — it's the sheer volume of manual work standing between a great idea and a working schematic? And once you decide to embrace AI-assisted design, how do you make sure the output is actually trustworthy enough to build from? What you'll learn… (00:12) Why fragmented workflows hit SMB hardware teams hardest (02:39) The real cost of going from requirements to prototype without specialist support (07:33) How functional block-level design changes early decisions — including when a SOM beats building from scratch (12:04) Why system-level abstraction catches wrong-path decisions before they reach the schematic (14:39) The "rubber duck debugging" effect: how AI clarifies requirements before they become costly mistakes (17:54) The biggest AI misconception in hardware design — and why the engineer must own every decision (20:30) How CELUS's NXP collaboration delivers manufacturer-validated, human-in-the-loop solutions (25:05) Why abstraction-first tools help SMBs take on projects that would otherwise be out of reach (28:19) The CELUS Success Program: high-touch onboarding for SMBs on the Siemens instance More about the episode… In this episode of the Printed Circuit Podcast, host Steph Chavez welcomes back Antonio Becerra Esteban, VP of Customer Success at CELUS — a physicist-turned-engineer with experience at Infineon and Altium who now leads the team ensuring customers extract real value from the platform. The conversation tackles the fragmented, manual journey from requirements to schematic that burdens small hardware teams. Antonio explains how CELUS's functional block-level design approach lets engineers define system architectures, navigate component trade-offs with an AI assistant, and output fully-interconnected schematics — illustrating the point with a Linux-based HMI example where the right abstraction layer turns a complex MPU build into a simple SOM selection. On the trust question, Antonio is direct: the engineer must own every decision. CELUS backs this up with manufacturer-validated design blocks, transparent sourcing, and a human-in-the-loop process — putting engineers in the driving seat rather than asking them to ship whatever the model produces. SMBs can join CELUS' Success Program by sending an email to cs@celus.io. Connect with Steph Chavez: LinkedIn Website Connect with Antonio Becerra Esteban: LinkedIn CELUS Website

Acquiring Minds
Good Bones: Saving a $3m Business in Decline

Acquiring Minds

Play Episode Listen Later Jun 15, 2026 109:05


Despite his love of operations, Himmat Singh intended to own his acquisition passively. Then the lead sales guy quit.Register for the webinar: Understanding a Quality of Earnings Analysis: What's Included and Why - Thu, Jun 18 - https://bit.ly/4vhhY3tTopics in Himmat's interview:Operating a business for a billionaire in IndiaRan traditional search, closed zero acquisitionsTargeted recession-proof home care opportunitiesBecame CEO of elder care company he couldn't acquireGrew EBITDA 4x through operational cleanup and systemsSold company to private equity, remaining CEOLife-changing exit from elder care companyLanded printing acquisition through relationshipsPrefers operating to financial modelingStructuring a screaming deal on a printing businessReferences and how to contact Himmat:LinkedInEPI-ColorspaceCircle of LifeWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

The Startup Junkies Podcast
How Stefanie Hammett Is Rewriting Consent Laws One State at a Time

The Startup Junkies Podcast

Play Episode Listen Later Jun 15, 2026 39:13


What does affirmative consent law reform, university sex education, and AI-powered law enforcement tools have in common? They're all part of Stefanie Hammett's ambitious startup, HMS.HMS (Have More Safety · Have More Sex · Have More Space) is a consent education company with a bold 2036 goal: insert affirmative consent into all 50 state criminal codes. But getting there means building a real business — with a direct-to-consumer product line, a university B2B pilot program, and a law enforcement tech partnership with Clipper AI.Stefanie breaks down:The "drip effect" strategy for getting consent education into university campusesWhy selling to law enforcement requires showing up 17 times before they trust youHow she balances a world-changing mission with the mechanics of actually building a startupHer advice to founders: presence, biohacking, and trusting your own clarityAnd more!

Sugar Coated
Building a Business in a Male-Dominated Industry: How One Woman Is Disrupting Construction and Real Estate with Jennifer DeVito

Sugar Coated

Play Episode Listen Later Jun 12, 2026 43:34


Most real estate agents know nothing about the homes they sell. Jennifer DeVito built a woman-owned construction and real estate company to fix exactly that.In this episode, I sit down with Jennifer DeVito, founder of Evolution, a design-build general contracting and real estate company on Long Island. Jennifer grew up running equipment on her parents' excavation sites, became the only woman managing 400 home builds for a national developer, and turned that into a business that combines buying, renovating, and selling under one roof.We get into why she charges sellers a flat fee instead of a percentage, how she gives buyers the true cost of a home before they make an offer, and why she trains alongside her 23 employees every single day.Jennifer is proof that you do not have to build your business the way men built theirs. If you are growing something in an industry that was not designed for you, this one is worth your time.Chapters:

Acquiring Minds
How to Buy a $20m Business as a First-Timer

Acquiring Minds

Play Episode Listen Later Jun 11, 2026 91:05


When Alan Turkus found a business with a mission, he knew he'd found the right fit for the final chapter of his career.Topics in Alan's interview:Background in book publishingPost-MBA career in techTaking a career break to raise his sonFrom co-op cashier to co-CEOSeeking security through business ownershipAcquiring a home health and hospice franchiseRaising equity from search investorsRetaining a little over 50% ownershipStructuring with 2 forgivable seller notesThe advantage of buying a bigger businessReferences and how to contact Alan:LinkedInInterim Healthcare of Twin CitiesElliott Edge on Acquiring Minds: 1 Business vs Many: Deciding to Roll UpGrant Hensel of Entrepreneurial CapitalJacob Hall of Kando CapitalPROX Capital GroupConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Business of Tech
Pressure to Adopt AI Forces MSPs to Absorb Risks Designed by Platform Vendors

Business of Tech

Play Episode Listen Later Jun 10, 2026 13:47


Platform vendors are transferring liability and delivery responsibility for AI services onto MSPs by building structured AI practice frameworks, training programs, and service delivery methodologies. This approach is motivated by mounting economic pressures on vendors, as seen with large-scale infrastructure investments and the need for sustainable revenue models. PAX8, Ingram Micro Cloud, ConnectWise, and others are formalizing AI partner programs that enroll MSPs to deliver vendor-defined services, while shifting operational complexity and accountability downstream. The episode highlights PAX8's Managed Intelligence initiative, aimed at helping small and midsize MSPs deliver AI services to SMB clients with minimal prior expertise. PAX8 cites its own research, which notes that 62% of SMBs view AI as essential for competitiveness and 74% plan to increase AI spending in the coming year. The economics of AI scaling are underscored by data on projected data center buildout costs—up to $15 trillion by 2030 and requiring $1.75 trillion annually just to maintain. OpenAI's public offering, with an $850 billion valuation and $180 billion in funding, is attributed to the need for capital that private markets can no longer supply, prompting vendors to leverage channel partners for both revenue generation and market validation. Supporting developments include expanded programs at the distribution and platform levels: a PAX8-Nocdoc partnership providing managed NOC/SOC services for smaller MSPs, Ingram Micro Cloud's collaboration with PartnerStack to formalize AI service delivery infrastructure, and ConnectWise's introduction of an AI-native platform for predictive and autonomous IT operations. Research from Omnia and the IBM Institute for Business Value indicates underutilization of vendor market development funds and widespread deployment of AI frameworks despite only 11% of tech leaders feeling prepared—demonstrating the gap between vendor offerings and operational readiness. The implications for MSPs are significant. By enrolling in these vendor-driven AI programs, providers take on delivery risk, contractual accountability, and potential liability for AI outcomes they did not design. The structural split is clear: MSPs can either create and govern their own AI methodologies—pricing accountability as a service—or become vehicles for vendor frameworks, absorbing complexity without full compensation or control. Practical recommendations include updating service agreements for AI-related risks, building internal governance around AI deployments, and not allowing vendor or community consensus to substitute for explicit accountability for outcomes. 00:00 Channel AI Shift  03:59 Enrollment, Not Enablement 06:55 Methodology vs. Liability 10:01 Why Do We Care?  Supported by:  Zero Networks  CometBackup 

Podcasts Bickley & Marotta
Sean Murphy Bunting, Cardinals defensive back

Podcasts Bickley & Marotta

Play Episode Listen Later Jun 10, 2026 11:10


SMB talks about coming back from injuries, expectations, and teh upcoming Cardinals season.

SaaS Fuel
Why the Best Financial Advisors Focus on Trust, Timing & Data | Rylan Folts | 395

SaaS Fuel

Play Episode Listen Later Jun 9, 2026 47:08


Rylan Foltz went from JP Morgan analyst to independent wealth advisor to co-founding WealthFeed — a marketing and prospecting platform helping financial advisors find better clients faster using predictive analytics and behavioral data. In this episode, Rylan walks through the full arc of that journey and unpacks the strategic decisions that took WealthFeed from zero to thousands of advisors in just two years.Jeff and Rylan dig into why the wealth management industry is so underserved by marketing technology, the power of building bottom-up before going enterprise, how to make a SaaS product genuinely sticky in a regulated industry, and why your distribution moat matters more than your product moat in an era where anyone can spin up a competing product overnight.Whether you're a first-time founder trying to crack product-market fit, or a scaling SaaS leader thinking through enterprise sales cycles, pricing strategy, and team-building, this episode delivers actionable insight on all fronts.Key Takeaways3:47 — The Origin of WealthFeed Rylan realized as a practicing advisor that organic growth was the hardest part of the job — and that the wealth management industry had almost no structured approach to marketing. That gap became the business.6:15 — Why Finance Is Marketing's Last Frontier Advisors can name the big firms but not their local competitors. The industry is dominated by aging, lifestyle-mode advisors who stopped teaching growth tactics — leaving a giant opportunity for a niche marketing platform.10:39 — What's Old Is New Again WealthFeed offers machine-written handwritten notes that look like wedding invitations. In a world saturated with digital communication, old-school physical outreach is standing out again.11:22 — Stop Thinking Leads, Start Building Assets Advisors shouldn't buy leads — they should build a database audience the way Budweiser buys Super Bowl ads: consistent, compounding, ROI over time.13:01 — Niche Marketing Builds Trust Generic messaging ("I help with retirement planning") signals you don't know your prospect. Hyper-specific messaging ("I work exclusively with SaaS co-founders on RSUs and equity comp") creates immediate trust and relevance.14:12 — The All-in-One Platform Advantage WealthFeed layers CRM, outbound marketing (LinkedIn, email, direct mail, handwritten notes), and proprietary data into one workflow — so advisors don't stitch together five point solutions.17:41 — Simplicity Over Power at Launch Early on, feature overload slowed adoption. The lesson: launch with one compelling use case (for WealthFeed, inheritance lead data), get users in the door, then upsell from there.20:55 — Your Moat Is Your Distribution AI lets anyone copy a product in a weekend. What can't be copied overnight is your relationships, your user base, and the custom integrations you've built into a customer's workflow.25:03 — Bottom-Up Enterprise Strategy WealthFeed got traction by signing individual advisors first, letting the grassroots demand bubble up to management — which created enterprise deals without having to wait in long procurement queues.27:09 — Don't Hunt Elephants Until You Can Afford To Enterprise deals can drag for three years. Without revenue from individual and SMB customers, a startup can starve waiting for that one big contract to close.29:28 — Hybrid Pricing: Access Fee + Usage Credits Flat subscriptions don't work when one advisor sends 20,000 handwritten notes and another logs in once a month. A hybrid model lets you charge for scale without penalizing light users.31:28 — Price High, Discount Down Starting low and raising prices creates churn and resentment. Starting at a premium and offering a promotional discount sets expectations — customers know the real value from day one.33:19 — Balancing Founder Vision vs. Customer Feedback A 50/50 split: take customer input seriously, but don't become a yes-man. The most successful founders — especially those who've lived the problem — trust their forward vision even when customers can't yet see it.35:59 — Build Infrastructure Before You're Drowning WealthFeed hired sales, dev, and customer success earlier than felt necessary. That foundation is now why their customer success "outperforms anyone else in the industry."38:30 — Flatten the Org to Connect Dev and Customer Tech teams that never see how the product is used build the wrong things. WealthFeed has engineers sit in on sales calls so they understand why features matter, not just what to build.39:45 — Let Compliance Work With You, Not Against You Instead of pitching firms on new compliance workflows, WealthFeed integrates into whatever compliance process already exists — dramatically speeding up enterprise approvals.Tweetable Quotes"Your moat is your distribution. Go-to-market has gotten extremely valuable because you could almost create the product overnight." — Rylan Foltz"Stop thinking about leads. Start thinking about building an audience, a database, an asset for life." — Rylan Foltz"No one wants a generalist. Everyone wants the best knee surgeon in the country. As an advisor, you've got to become really niche-focused." — Rylan Foltz"Start your pricing high. You can always discount down. It's really hard to raise prices." — Rylan Foltz"It's easier to sell one flavor of ice cream and say it's the best than to offer 32 flavors and create option overload." — Rylan Foltz"What's old is new. Everything shifted to digital, so old-school processes are how you stand out now." — Rylan Foltz"You'll be most successful solving a problem you personally went through. It comes across in your sales, your fundraising, everything." — Rylan Foltz"Don't get too caught up in enterprise until you build up the user base. Get revenue first, then you can afford to chase the elephants." — Rylan FoltzSaaS Leadership Lessons1. Niche down relentlessly — and mean it. Rylan didn't just say "we focus on financial advisors." WealthFeed built every feature, every data layer, and every compliance workflow around that single ICP. The more specific your niche, the stronger your trust signal, the better your retention, and the harder you are to displace. Generalist products get commoditized. Specialists get embedded.2. Distribution is the real product. In a world where a working SaaS product can be replicated in a weekend, your go-to-market is your most defensible asset. Relationships, user base saturation within target firms, custom integrations, and compliance workflow ownership are what prevent a competitor from walking in and saying "we do the same thing." Build distribution as intentionally as you build product.3. Start simple — layer complexity after adoption. Feature-rich doesn't mean better. WealthFeed launched with one use case (inheritance lead data) and expanded from there. Getting a user in the door on one powerful idea is vastly easier than selling a full platform. Upselling to an existing user is far more efficient than converting a prospect who's overwhelmed at first glance.4. Build your team infrastructure earlier than you think you need it. Founders often hire only when they're already underwater. Rylan and his team built out sales, dev, and customer success before they felt the pressure — and that head start compounded into top-tier customer outcomes. Infrastructure built under stress tends to crack. Infrastructure built with intention scales.5. Price to your value, then offer strategic discounts. Starting low might feel like a growth hack, but it sets a price anchor that's almost impossible to raise without friction. Starting at a premium gives you room to discount strategically, run promos, and still maintain perceived value. Customers who came in knowing the "real" price won't balk at renewal the way customers who got a surprise price hike will.6. Close the gap between your builders and your buyers. One of WealthFeed's most impactful structural choices: having engineers sit in on sales calls. When the people building the product understand how it's actually used — and why it matters — they build better, faster, and with more empathy. Kill the wall between tech and go-to-market. Your roadmap will thank you.Guest Resourcesrylan@wealthfeed.comhttps://www.wealthfeed.com/https://www.linkedin.com/in/rylanfolts/Episode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group –

The Agile World with Greg Kihlstrom
Asana CMO Prachi Gore on realizing AI's true potential for marketing operations

The Agile World with Greg Kihlstrom

Play Episode Listen Later Jun 8, 2026 30:59


What if the biggest risk of AI in marketing isn't about job replacement, but about creating more fragmented, siloed work?Agility requires more than just adopting new tools; it demands a fundamental rethinking of how teams collaborate and orchestrate work. When a technology like AI promises to accelerate individual tasks, true agility means ensuring that acceleration translates into collective momentum, not organizational friction.Today, we're going to talk about moving beyond the hype of AI experimentation and into the reality of its operational impact on marketing teams. We'll explore what happens when AI graduates from being a personal productivity tool to becoming an integrated part of a team's workflow, and how that shift changes everything from campaign execution to the very structure of marketing itself.To help me discuss this topic, I'd like to welcome, Prachi Gore, CMO at Asana. About Prachi Gore Prachi Gore is the Chief Marketing Officer at Asana, where she leads the company's global marketing strategy and brand development. Prachi brings extensive experience scaling product-led B2B organizations, having previously served as SVP and Chief Marketing Officer at Checkr, where she built the company's demand engine, elevated its brand, and launched its product-led growth business. Prior to Checkr, Prachi led Marketing at SmartRecruiters, guiding the company's evolution from an SMB-focused product to a leading enterprise talent acquisition suite. This diverse background across consumer, SMB, and enterprise markets gives her deep expertise in demand generation, brand strategy, and AI-enabled go-to-market innovation. Prachi is passionate about creating marketing that combines human creativity with rigorous, data-driven execution, and is committed to helping teams work more effectively and tell clearer stories. Prachi Gore on LinkedIn: https://www.linkedin.com/in/prachigore/ ---------- Resources ---------- Asana: asana.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fDon't miss We Make Future - the International Festival of Innovation in AI, Tech, and Digital Marketing, June 24-26 in Bologna. Learn more: https://aglbrnd.co/r/c80991afff416bb2The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

Acquiring Minds
How to De-Risk the Personal Guarantee

Acquiring Minds

Play Episode Listen Later Jun 8, 2026 71:07


Brendan Burdette and Ryan Conner have launched personal guarantee insurance to enable more — and stronger — SBA buyers.Register for the webinar: Score It or Skip It: A Framework for Fast Deal Evaluation - Thu, Jun 11 - https://bit.ly/3Q1D9qMTopics in Brendan & Ryan's interview:Psychological weight of the personal guaranteeBuilding a personal guarantee insurance productTaking the risk from a 10 to a 5Sequence of events after defaultTargeting mid to late career operatorsPremiums decrease over timeBalancing risk between unequal partnersSolving the seller rollover conflictPhilosophy of “skin in the game”How they hope this affects ETA ecosystemReferences and how to contact Brendan & Ryan:Brendan Burdette's LinkedInRyan Conner's LinkedInPersonal Guarantee Insurance Get complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryThe ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:The Acquisition LabConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Ultimate Guide to Partnering™
298 – Jay McBain: The $6 Trillion Shift Rewriting Every Tech Partnership Right Now

Ultimate Guide to Partnering™

Play Episode Listen Later Jun 8, 2026 36:18


Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this presentation from Ultimate Partner Live, industry analyst Jay McBain breaks down the monumental macroeconomic shifts rewriting the tech sector in 2026. https://youtu.be/r0qTDyw97Gs As the industry rapidly approaches a $6.07 trillion valuation, driven by massive AI infrastructure investments from Sam Altman and the “Magnificent Seven,” traditional sales and channel models are fundamentally collapsing. McBain reveals how buyer demographics have transformed to an integration-first millennial base, why marketplace ecosystems now command over half of all partner-funded deals, and how a tiny elite of just 1,000 tech service providers control two-thirds of global tech revenue. Learn the exact mechanics behind how Microsoft out-partnered AWS to win 26 straight quarters of dominant growth and how your business can deploy an algorithmic early warning system to capture massive wallet share before competitors even step into the boardroom. Key Takeaways Over half of the Fortune 500 companies vanish every 20 years because their leadership fails to anticipate macroeconomic technological cycles. The true opportunity in the $6.5 trillion AI boom lies not in single vendor products, but in the hardware, software, services, and telecom ecosystem surrounding them. Indirect tech sales are undergoing a structural shift toward direct cloud hyperscaler models driven heavily by Nvidia's core infrastructure client base. Modern business deals are won or lost months before the point of sale based on the average of 6.3 partners surrounding a customer’s environment. Over 51% of tech buyers are now millennials who prioritize software integration capabilities and digital marketplaces over traditional human sales interactions. Tech service economics are pivoting aggressively away from upfront margins toward point-based multi-partner funding across subscription cycles. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags Nvidia AI buildout, $7 trillion AI opportunity, cloud ecosystem decade, Microsoft vs AWS growth, multi-partner cloud deals, digital marketplace migration, millennial B2B buyers, B2B tech subscription economics, tokenized micro consumption, tech services wallet share, hybrid cloud infrastructure, 28 customer moments, IT services industry growth, telecom spend breakdown, channel chief strategy, managed service providers MSP, global systems integrators GSI, software integration first, point-based vendor incentives, automated co-selling workflows Transcript JAY McBAIN AUDIO PODCAST [00:00:00] Jay McBain: So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book, but chapter one is always you Blame the CEO. [00:00:13] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. With that, I am incredibly blessed to invite a friend of mine to the stage. I have a quick little side note, like I found an old LinkedIn post from this gentleman from like many years ago, like 20 years ago. [00:00:39] Vince Menzione: And I wasn’t really that nice to you on that LinkedIn post. Like, oh, like this is before Jay became the Jay, that we all know Jay to be j. But he was in the space and I was at Microsoft doing something and he reached out about something. It was kind of rude, Jay. I was like, oh my gosh. I can’t believe. But Jay has been a great friend. [00:00:54] Vince Menzione: When we started the podcast back up, uh, during COVID we started doing podcasts together. When we moved to the studio, Jay was the first person in the studio. He’s always got a spot, uh, at our events. He’s s Spot Art, and, and he’s a great friend and supporter of Ultimate Partner Jay McBain. For those of you who don’t know him, Jay, welcome. [00:01:13] Vince Menzione: Thank you, sir. [00:01:22] Jay McBain: 31 days ago, we landed Artemis two. The furthest humans have ever been away from the planet Earth 57 years ago. We landed on the moon in the 56 years. Between those two moments, the tech industry has been the fastest growing industry in the world. Every single year we moved from the space race to the technology race, and we’re just getting started. [00:01:46] Jay McBain: If you’re old enough, you’ll recognize the mainframe and mini era for 20 years. You’ll recognize a young disheveled Bill Gates showing up in Boca Raton, Florida for, uh, August the 12th, 1981 launch, where Bill thought that every one of us would’ve a PC in our home, and IBM thought they were gonna sell 10,000 of them to hobbyists. [00:02:12] Jay McBain: 1999, a small startup from an executive who just left Oracle in San Francisco named Mark Benioff. A couple of years later, Jeff Bezos went into a boardroom and said, listen, we’ve spent a lot of money building infrastructure to our busiest day, Christmas, black Friday. You’re telling me this stuff sits idle 10 or 20% for the rest of the year. [00:02:35] Jay McBain: Why don’t we rent that out to others? Got laughed outta that boardroom and then got made of fun of on magazine covers. Maybe you should just tend the store, let the adults talk about technology. In March of 2023, our neighbors, our friends, our family saw DeepFakes. They saw poetry, they saw music, and they came to us as tech people and said, did we just light up Skynet? [00:03:03] Jay McBain: Now every one of these 20 year eras, this is the Taylor Swift version of our industry. Every single one of these eras triggers the fastest growing product in history. Today it’s actually Chacha bt first to a billion users. It triggers a new, richest person in the world, bill Gates, to Jeff Bezos. Now, Elon Musk is the first to sign a trillion dollar pay package, and it’s not for car. [00:03:27] Jay McBain: It’s not for cars. It also triggers a most valuable company in the world change. And today that’s nvidia. These are monumental changes in our industry and they’re monumental changes in partnering every single time. And it also links to our customers. If you take a 20 year view of business, one era, and, and think about the AI era, you know, at the start of it here, if you’re to grab the Fortune 500 magazine from 20 years ago and start to flip through it, 53% of the companies in there no longer exist. [00:04:06] Jay McBain: Every 20 year cycle, we lose over half of the biggest companies in the world. These are the companies that have very deep pockets to buy their way outta problems. If you’re not in the Fortune 571% of tech companies don’t make it 10 years. These are the changes that cost industries. There are changes that cost really big companies and the decisions we make, the trends we’re in right now, in 2026 will be written about in the future. [00:04:39] Jay McBain: This new era, a lot of big numbers being thrown around. Vince’s best friend talk about a six and a half trillion dollar AI opportunity, but it’s not Microsoft’s tam. Microsoft is chasing about a trillion dollars of this. And the ecosystem, the hardware, the software, the services, the telecom is gonna make up the rest. [00:05:04] Jay McBain: It is an ecosystem. Every time these big numbers are thrown, the word ecosystem is always thrown around it. Not to be outdone, Sam Altman’s talking about a $7 trillion build out. The world economy this year, the world GDP will be 126. These are material numbers to world GDP, but even better, they’re both larger than our entire industry is today. [00:05:27] Jay McBain: So what took 56 years of the fastest growing industry this year will be $6.07 trillion. Big numbers, but it’s easier to think about it in terms of a dollar that our customers spend in that dollar. They’re gonna spend 25 cents on hardware. They’re gonna spend 25 cents on software. So for anyone that read the memo 15 years ago, that software’s gonna eat the world, there’s still a dollar a hardware to run every dollar of that software. [00:05:57] Jay McBain: And whether you’re thinking humanoid robots or whichever future you’re envisioning, there’s going to be a dollar of hardware to run every dollar of software for the next 20 years. There’s over 25 cents now in IT services, and in many cases, these services are growing faster than the product categories and just under 25 cents in telecom, that’s how it breaks out today. [00:06:19] Jay McBain: And this industry, which took 56 years to get to this point, is gonna double in size in the next three to five years. We already have two and a half trillion of that seven raised and being spent. Part of the reason Nvidia is the most valuable company in the world. Now our industry, uh, you talk about ultimate partnerships. [00:06:40] Jay McBain: Our industry traditionally, and world trade by the way, is 75% indirect. The dealerships, the agencies, the brokers, the resellers, the retailers, the franchisees, the gas stations, the grocery stores, the pharmacies, all 27 industries sell indirect. You gotta think back the last time you bought something direct. [00:07:01] Jay McBain: Well, I bought a Dell from that dude in the nineties. Cool. Well, Dell Technologies is now 60% indirect. Well, I bought insurance. Direct is 15 minutes. Could save me 15%. Well, Geico last year sold more insurance through agencies and brokers than they did direct. This is the world now. We used to be 75% indirect four years ago. [00:07:26] Jay McBain: Then it went to 73.2, then it went to 70.1 and it then it went to 66.7. By the way, marketplace is in these numbers indirect. It’s not marketplace causing this change. It’s one company, Nvidia. Nvidia has seven customers. The magnificent seven, uh, half of them are in the room right now that every morning we wake up to a hundred billion dollars press release about this $7 trillion buildout. [00:07:56] Jay McBain: What’s interesting is indirect sales in our industry is growing by revenue. It increases every year, just not at the pace that this AI build out is happening direct with seven companies. But the reason we’re all here, and I think the core reason that Vince is building this community is this, you know, Microsoft forever has measured and been very vocal. [00:08:21] Jay McBain: About 96% of their deals have partners in them. Kind of who cares, who collects the money. We care about the moments, the 28 moments before the customer makes a purchase. We care about every 30 days forever, because two thirds of our industry, over $4 trillion now is subscription consumption based. Winning a customer today is only winning the first 30 days. [00:08:46] Jay McBain: We care about this cycle. We care about who surrounds our customer. So six years ago, I stood on a big stage and said, you know, we went through a decade of sales. You know, in 1999, you thought you were born to be a salesperson. You’re managing your territory with your gut. Well, a few years later, you were introduced to the science of selling. [00:09:07] Jay McBain: You know, 10 years later you thought as a marketer, you sit around a cocktail party joking with your friends, 50% of my marketing dollars are wasted. I just don’t know which 50%. Really funny. In 2009 until every 58-year-old CMO got replaced by a 38-year-old growth hacker. Coming in with Marketo and Eloqua and Pardot and HubSpot, and 15,505 as of yesterday, MarTech and iTech tools, ninjas in marketing, they wouldn’t let a nickel go through without measuring. [00:09:43] Jay McBain: Now we understand 96% of deals and partners that surround it. No deal is gonna be won or lost in this era without partnering effectively. So we had to have this decade of the ecosystem. One of the ways we’re tracking is by outsiders. You know, Salesforce every year publishes the state of sales and they’ve got, you know, the number one CRM in the world. [00:10:05] Jay McBain: So they get to go talk to all the CROs, all the salespeople in the world. And as of this year, a couple months ago, 94% of every salesperson in every industry in the world uses partners every single day. You wanna see what this number was six years ago. Also, 89% of salespeople around the world don’t think they’re going to club this year without partners. [00:10:29] Jay McBain: So this is a big moment for us, halfway through the decade ecosystem, but we’re only halfway through. We’re starting to understand now at a more granular level. What partnering means. It’s not theory, it’s not flywheels. It’s not really cute. McKinsey slides that we keep showing to our board saying how important partnering is. [00:10:51] Jay McBain: We’re trying to get to the very specific level of the 6.3 partners on average that surround the deal and what they’re doing. How their business model works, and that’s average if I’m working on a public sector deal. I was at a Red Hat conference yesterday talking sovereignty. If I’m in an enterprise or a large public sector deal, it’s north of 10 partners in the deal. [00:11:15] Jay McBain: So we’re starting to understand what used to be this, this, you know, you’ve been the fastest growing industry for 56 straight years. Every single professional services person in every industry has come in to join the fund. Over 90% of accountants are tech services firms. Over 90% of marketing agencies are tech services agencies. [00:11:36] Jay McBain: All of this 250,000 software companies, a million emerging comp tech companies, the half a million VAR that have been in that traditional channel. The managed service providers, all of these 20 different partner types, millions of companies, tens of millions of people competing for 6.3 spots. Around the customer. [00:11:58] Jay McBain: That’s it. Luckily, there’s 141 million global customers to compete for. There’s, there’s some open slots that you can go find, and that’s the point. Our industry never had our own Fortune 500. We always talk to, you know, these partners and GSIs are doing this and SI are doing that. And we never really had a view of capability and capacity or what our own TAM was inside of that partnering. [00:12:25] Jay McBain: And so we set out and we would’ve loved, you know, chat GPT or Gemini or Claude or any of those tools to do this. But there’s one problem in partnering with AI is that it doesn’t know one partner from the next. There’s a big digital sameness problem in our industry that every single partner, whether it’s Larry in the White van or Accenture, with 786,000 employees all say they do all things to all people all the time. [00:12:53] Jay McBain: 98% of them, 99% of them are private companies that don’t share their p and l. You can’t go into Microsoft’s LinkedIn system and find out how many employees, ’cause it’s a block system, it AI can’t see into it. So it just sees, and it’s a great pattern matching. Google, SEO can’t figure out who’s who, nor today can the large language models. [00:13:14] Jay McBain: ’cause all the things they’re trying to match, the transformers are trying to match. It all looks the same. Every tweet, every ebook, every website, every digital history looks the same. So this took us thousands of people hours across two years to do, to dig into every p and l to dig into every dollar of what they’re doing. [00:13:33] Jay McBain: But what was interesting is only a thousand partners in our industry do two thirds of all tech services. When you get into enterprise, it goes up to 80 to 90%. The partners in the middle, in Blue do more tech services. The 30 of them than the 970 partners in white on the outside, the 970 partners in White do more tech services than the next million combined. [00:14:03] Jay McBain: This is our industry in a nutshell. Every time we talk to a a vendor, every time we talk to a partner, every time we talk to a distributor, we’re now talking names, faces, and places. You you wanna talk sovereignty. Yesterday in Atlanta, 90% of sovereign conversations in public sector in the globe is handled by these companies here. [00:14:26] Jay McBain: Forget about how much you do with these partners today. You wanna chase the next column, which is the wallet share. And I was a channel chief for 17 years. I get the weekly report and I see a million dollar partner, another million dollar partner, sorted top to bottom. You don’t know which partners which, which of those million dollar partners is doing 1.2 million in your category. [00:14:46] Jay McBain: They deserve a baseball cap and a front row seat at your event as an MVP. The next partner right next to them is doing 10 million in your category. They’re only doing a million with you. ’cause customers are pulling them into it. Nine times outta 10. They’re leading with your competitor. So I don’t want that list anymore. [00:15:03] Jay McBain: I want the new list, which is showing me those $9 million opportunities. And I as a board member, as A CEO, as a CFO, as a CRO, I wanna see this list. And then I want to talk people, processes, programs, technology. What are we gonna do to go get our fair share of that 9 million? Where’s our lowest hanging fruit? [00:15:24] Jay McBain: How do we double our pipeline? How do we double the size of our company in three years? It’s all right here. Let’s have very specific conversations and move away from flywheels and move around from force multipliers and and things like that in partnering. Let’s figure out how this partner community is surrounded. [00:15:45] Jay McBain: What do 10 million people who have to be smart in front of their customers every single day, what do they read? Where do they go and who do they follow? It’s the law of a few. This is the old Malcolm Gladwell of tipping point 10 million people in the broader channel. A hundred percent of our TAM comes down to only a thousand watering holes. [00:16:08] Jay McBain: 12% of that entire audience. Doesn’t sound like a lot, but it’s over A million. People love podcasts. Number one way they learn the Joe Rogan effect. In our industry, there’s 121 podcasts. These are all public lists. You can go get on my LinkedIn newsletter on canals, oia. But there’s 121 podcasts that drive him forward. [00:16:28] Jay McBain: Really high up on that list, actually number one on the list is ultimate partner, Vince. That’s how I met. ’cause I asked people, 10 million people, you love this. You walk your dog, you drive to work, you listen to podcasts. I’m not the biggest podcast fan. It’s not number one on my list, but it’s number one on theirs. [00:16:44] Jay McBain: They say, you know, you gotta meet this guy, Vince. It’s unbelievable how great these podcasts are. They’re ultimate. [00:16:54] Jay McBain: Then I talked to Vince and said, but Vince, you know, 35% of your community, the 10 million people love to come to events like this one. The hallway conversations, the hotel lobby bar last night. This is what we love to do, especially post pandemic. It’s the number one way we learn. We learn from our peers, we learn from those around us, and, and the learn from the conversations we have here. [00:17:17] Jay McBain: We always remember these moments, you know, years and years later. There’s 352 choices. I’m going to five of them this week in five different cities. It’s a lot of coverage, but again, it’s a tighter li list of how people work. The magazine lists 106 of them associations like Conter. Now the GTIA peer groups, there’s 15 different spheres of influence, but only a thousand places. [00:17:43] Jay McBain: I could walk you through billionaire, after billionaire, after billionaire in this industry and show you how they did this. How did Arne Bellini at ConnectWise? How did Austin McCord at Datto, how did Nerdio become a unicorn? How did threat locker and huntress move away from 6,500 cyber companies and become unicorns over and over and over again? [00:18:05] Jay McBain: It’s only one slide. Unicorns and billionaires are made here, and a lot of people don’t get it. So walking away from Bellevue, a thousand partners, top down, a thousand watering holes, bottoms up. You’ve covered a hundred percent of your tam. You do it better than 10% of your competitor, 10% better than your competitors. [00:18:27] Jay McBain: You win. You carry that on your resume into the next company. You get a bigger job at a bigger pay scale. Let’s just walk through some examples. Cyber 91.7% of it goes through the channel. Huge channel audience. You know, if you’re in MarTech, it’s only 10%, but this one happens to be all channel, but that’s not the story. [00:18:48] Jay McBain: For every dollar that the 6,500 cyber companies are trying to close, there’s $2 in services. Plot twist, the products are grown at 11, the services are grown at 12.6. Your partners are growing faster than you are, and they will continue to for the next, at least five years, probably 10. So when I’m here, five years from now, you’ll hear in me talk about a three to one split in cyber and then a four to one split in cyber. [00:19:18] Jay McBain: Now, when we’re in Miami a couple days ago is CrowdStrike, they’re talking about a $7 and 5 cent multiplier, chasing that two to one up higher. You look at managed services. Here’s a fun story. Managed services. 82% of customers who are man, uh, outsourcing more this year than last year. 650 billion in size. [00:19:38] Jay McBain: This is bigger than the entire SaaS industry. Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot, 250,000. Others. This is bigger. It’s also bigger than all the Hyperscalers combined, not just AWS, Microsoft and Google, but Alibaba and Oracle and everybody down the list. This is a massive market also growing at double digits. [00:19:59] Jay McBain: So these are some big things and obviously we’re watching, you know, week in and week out, quarter in, quarter out, the Battle of Software and Battle of the Hyperscalers and things like that, and who’s growing at what pace and, and how partnering is connecting to all of this. You know, we watched a moment really early in the pandemic where Microsoft started growing faster than AWS and they haven’t stopped since 26 straight quarters. [00:20:27] Jay McBain: And you ask customers and say, you know, does Microsoft have a better product? And in most cases they say no. You know, AWS had a five year head start. Well, did they have a better price? Well, no, actually most cases Microsoft’s more expensive. Well, did did they have better promotion? Was their Super Bowl ad better? [00:20:44] Jay McBain: No, they’re both kind of crap. So you kind of ask the questions of what’s the only difference that could create growth above the leader in the market? Well, it’s place. More of the 6.3 partners are walking into those keyboard room meetings and drawing clouds up on the wall and labeling the Microsoft than they are AWS. [00:21:03] Jay McBain: Very simple. It’s never been about product. The best product in our industry has never won. And now the best way forward is that partnering moment, and this is the moment. So to go back to that story about the 53% of companies who are gonna fail, one of us is gonna be asked to write the book. And it could be the book like Kodak, they invented the product that ended up killing them. [00:21:26] Jay McBain: And it’s a woe is me story, but chapter one is always you blame the CEO. How could they not see those trends happening in 2026? How could they, you know, were they blind? Were they stuck in their own, you know, innovation chamber? Innovator’s dilemma, were they stuck in their own boardrooms? Why couldn’t they see? [00:21:46] Jay McBain: Well, chapter two, you, you blame the board. They have fiduciary responsibility, outsider view, and how could they not see it? But really, this is the future right here. If you take this slide and apply it 10 or 20 years from now to every failure and every success, these are the chapters of the book. Your buyer is now a millennial. [00:22:05] Jay McBain: As of last year, the 51% of our market is bought by people born after 1982. Different psychology, different behavior, different journey, different criteria, their integration. First buyers. The buy a product, 80% as good as the next one. If it works better in their environment. 94% of people won’t buy a car unless it has CarPlay or Android Auto. [00:22:26] Jay McBain: New Buyer. You have to be more integrated than your competitors. That’s a partnering story. The 6.3 partners. If you heard cyber, you need some great channel partnerships, but you need the other 5.3 partners as well, the consultants, the advisors, the designers, the architects, the implementers, the integrators, the manner service, all of the other partners. [00:22:44] Jay McBain: You need to know more of them than your competitors do, and have them label clouds with your name in them. You need better alliances. Even if you compete, you only compete in the morning. You’re best friends by the afternoon. You have to be tight with the hyperscalers, tight, with the big SaaS platforms, tight with cyber, tight with distribution, there are layers, seven layers to every deal. [00:23:04] Jay McBain: You gotta be tight in and have better alliances than your competitors. And then it all comes to the 28 moments, which I’m gonna end on, but the go to market of all of this, the co-selling, co-marketing, co-innovation, co-development, co keeping. This is it. Your product has to be good enough that somebody’s gonna renew it. [00:23:21] Jay McBain: Your Super Bowl has to be, you know, ad has to be good enough that people don’t, you know, shame you on social media. Your pricing has to be somewhere in a country mile of the bell curve of what the customer wants to pay. But successor failure is just here and platforms are synonymous with partnering. [00:23:40] Jay McBain: It’s our role now in the decade of the ecosystem to drive our companies forward. Marketplace. It’s probably the most predict, you know, great prediction we ever made. You know, growing at 82% compounded, it’s hard to predict ’cause it doubles almost every year. We were almost exact to the decimal point. Five years later now till 2030, we’re watching a second story, which is more interesting. [00:24:02] Jay McBain: If 96% of all deals have partners inside of them and there’s private offers and multi-partner offers and distributor sellers record all these funding mechanisms or services as a product. As of last week, over 50% of all deals in marketplaces now have partner funding. It means that while money changes hands differently, the respect and the recognition of what partners do is in the deal. [00:24:26] Jay McBain: We think that’s going to 59, but at some point, that’s gonna have to hit 96. ’cause to run the best programs, whether it’s an indirect sale, whether it’s a direct sale, whether it’s a marketplace deal, it doesn’t matter how money changes hands. What matters is we recognize the 6.3 partners. They’re not only making the deal happen bigger and faster, but renewing and enriching that every 30 days forever. [00:24:48] Jay McBain: When we watch, you know, billion dollar clubs and when we read all the press releases and all the hubbub about how fast this is growing and who, which companies are behind all this. When I’m quoted in some of these press releases, it’s because of this. You know, CrowdStrike, you know, brags are a billion dollars in a single year, but inside of that, they’re showing that 91% growth in marketplaces, which is pretty phenomenal for any company to almost double in size every single year. [00:25:17] Jay McBain: What’s more phenomenal is they’re growing the channel piece of it, 3548%. That green part of it is growing. Companies that understand platform and have people and processes and programs and technology to do it are winning. And they’re getting recognition and partners are starting to join the Billion Dollar Club who don’t sell a product, but are also winning at Extreme Scale. [00:25:44] Jay McBain: So talk about those partner 1000 and who are leaning in to win at this level. As well as everything changes, traditional billing moved into subscription models, moved into consumption models. Now we’re being tokenized to death multi it’s, it’s in this mode of micro consumption. There’s no chance there was little chance in subscription consumption that would be resold. [00:26:09] Jay McBain: You don’t buy Netflix from the cable guy in the white van. There’s zero chance when you’re buying tokens at a buck a piece that that’s going through any indirect sale. This continues to grow. Now the tectonic shifts is what happens when money changes hands differently. These old programs that we used to all write hundreds of different boxes, we checked every day on deal reg and trainings and all the other things are changing. [00:26:35] Jay McBain: To this, you’ll get these slides, by the way, in high res, inside of this now is the customer. For the first time ever, 45 years later, we have the customer in the middle of what we do, the 28 moments in green before they buy the seven layer stack and the partners inside it. The implementation. The integration, the managed services in a cycle that never ends, and two thirds of our industry. [00:26:55] Jay McBain: With the customer in the middle, we can now move money around to the different moments. It’s not all landing in front or backend margins or market development funds or new customer bonuses or spiffs. It’s landing where it needs to land. Over 400 companies now, pretty much led by Microsoft 400 companies are in a point system right now and 400 more. [00:27:18] Jay McBain: We’re working kind of behind the scenes to get that announced in the next 12 months. This is a total changeover in terms of how economics work and partners are yelling over half of us. I don’t care. Don’t call me a VAR anymore. Don’t call me an MSP. Don’t call me a regional system integrator. I do the consulting over half the time. [00:27:36] Jay McBain: I do the design, I do the implementations, I do the managed services, and 44% of us are vibe coding. On weekends. We’re not happy. Just on the services side. We wanna join the seven layer tech stack as well. These are partners growing faster than their vendors by understanding this cycle and where to show up and where the money is in ai. [00:27:56] Jay McBain: And the number one thing they’re asking for is not more leads, which they did for 45 years. The number one thing is now recognized for what I do. I’ve never just been a cash register. We’re completely now past this idea of a channel being a channel of distribution, and now a channel being this platform for the future. [00:28:16] Jay McBain: As we lay that on top of ai, the first couple of years of AI has really been consumer driven. The 95% failure rate that MIT reported last year is now 70%. That’s the failure to get from proof of concept to production. That 70 will be 50 by the summer we’re moving now in business, the maturity rates are going up at the end customer and in 88% of cases, that’s because of the channel. [00:28:43] Jay McBain: They’re working with partners. They’re not vibe coding themselves and working in little skunkwork groups. They’re working with partners to make it happen, and it now becomes the partner’s number one growth opportunity. I can grow at 11 or 12% in cyber every year. Compounded I can grow in 10% in managed services. [00:29:03] Jay McBain: You know, those are great double digit growth ’cause my customers are growing at 2.7% and I can go four x my customer, but I can go 10 x my customer if I have the right services built around ai. And this compounded growth rate and that big number in 2 20 32, 267 is what’s got those top 1000 partners obsessed. [00:29:25] Jay McBain: And your companies are leading with ai. Now you need to connect to those AI services. You need to get partners on this scale of growth. And they will be adding your name inside every cloud. They write on every whiteboard, but 82% of partners around the world, you know, we survey 25,000 of them aren’t ready, and they’re blaming vendors for not being ready, and they’re telling them exactly the workshops and the training that they need to get ready for this cycle. [00:29:53] Jay McBain: 82% of our entire partner, tens of millions of people, aren’t ready to grow at 35% and they need our help. Last thing I’ll say about AI is it’s the first time from client server to cloud, edge to cloud that it’s been segment driven. SMB alone has one, you know, six different segments, one to nine, 10 to 24, 25 to 49, et cetera. [00:30:18] Jay McBain: Mid-market into enterprise. No one that runs a restaurant is calling Jensen to buy a GPU to put next to the stove. No one’s calling Sam or Dario or anyone at Anthropic or OpenAI directly. They’re waiting. If you run a restaurant with all the people running around with tablets, you’ve invested in toast or square or clover or one of the platforms to run your business. [00:30:41] Jay McBain: A hundred different things. And you’re gonna wait for toast to work with a hyperscaler and build out the capabilities genetically. So when they see a spike in Uber Eats orders, they automatically place a food order and automatically change the staffing to deliver on it. That’s what the restaurant’s waiting for, and there’s no one calling and having a big a agent conversation. [00:31:03] Jay McBain: But even if you go into hundreds of people in medium sized business, every one of the vice presidents have their tech stack already built. I talked about the marketing person already, but the HR leader has one, and everybody’s got their seven layer stack. They’re not calling to buy a GPU and they’re not calling to, you know, bring in open AI directly or, or anthropic. [00:31:22] Jay McBain: They’re waiting for the platform they built to integrate together ag agenta capabilities. Everybody’s in wait mode up until enterprise and public, large public sector. So we are looking at this market and at 90% of that AI market is run by those thousand companies, and the rest of the millions of partners are helping in terms of how these businesses are gonna change at that level. [00:31:46] Jay McBain: Here’s where I end. You know, the 28 moments used to be a theory. It used to be a flywheel. How do we buy a car? [00:31:55] Vince Menzione: Well, we Google it, [00:31:57] Jay McBain: 81% of us now, 94% of us use large language models. We find out that there’s 365 brands of car. I’d have to test drive one every day of the year to get through them all. So we start narrowing these things down. [00:32:09] Jay McBain: We configure it. We put our rims on it, we color it. We download the invoice price. We download the backend rebates this month, whether I buy it in May or June, we find out what 5,000 people paid for our exact car within 50 miles of us. And then we don’t wanna go to the dealer because we know more than the salesperson, the manager ever will. [00:32:26] Jay McBain: We know what we’re gonna pay within, you know, dollars or cents. Just carvana the car. Hand me the keys. Let’s just forget the whole eight hour back and forth. I’ll get you a deal thing. I’m smarter than you in technology. Our customers are smarter than us, smarter than salespeople. That’s why 75% of millennials don’t wanna talk to a salesperson. [00:32:48] Jay McBain: They want to end digitally, and by the way, they’re not gonna send a fax after 28 digital moments. They’re gonna end on a digital marketplace. This is all demographics. It’s not hard to see where it’s going, but we’re getting into names, faces, places again. What if every dollar of your tam, the board, the CEO, runs around with their big multi-billion dollar number, they’re chasing? [00:33:09] Jay McBain: What if every single deal looks the exact same? This is a deal with AstraZeneca, A real deal, real customer spending millions of dollars. We know it starts in October, it ends in April. It’s a six month cycle. We see what they read, the MQ ls at the beginning. We see the sales demo moments. We see ISV, but we’ve never had the light blue boxes. [00:33:30] Jay McBain: What if we as a team could overlay the 6.3 partners in this deal? And when you find out a couple things. Here’s where I end. In December, five deals were one, three of them by NTT. The person at NTT probably coaches AstraZeneca’s, you know, kids’ soccer team. They probably have a cottage together at the lake. [00:33:50] Jay McBain: For the last 20 years, if the person at NTT worked at Deloitte, Deloitte would’ve run this deal. But Software One and Yash are both there, so we understand that when they were drawing clouds up on the wall in the boardroom in December, this deal was won and lost there. It was not won and lost at the point of sale. [00:34:09] Jay McBain: So what if you knew more about this and could see every dollar in your tam? You had an early warning system that this was happening. Two things jump out at this now that we’re in Bellevue. AWS was touched twice in this deal, directly in the marketing cycle and the sales cycle. AWS lost this deal. Here’s an example of Microsoft winning a deal with Microsoft never being touched. [00:34:34] Jay McBain: For some reason, NTT who won, who won AWS’s partner of the year a couple years ago led with Microsoft, so did Software one, Microsoft’s biggest reseller in Europe, and as did Yash, they all led with Microsoft and without Microsoft, knowing Microsoft took a multimillion dollar deal away from their competitors by winning in December. [00:34:53] Jay McBain: That’s one. Second. These partners didn’t just show up other than soccer and cottages. They didn’t show up in December. It went closed one in their CRM system. Back in the summer, August, September, we already knew AstraZeneca was in market, spending millions of dollars. We didn’t need them to read an ebook or go to an event to find that out. [00:35:17] Jay McBain: We knew it because it was closed one. They’re spending hundreds of thousands of dollars times five in December to know what to do at the end. This is an early warning system that’s better than any MQL, better than any SQL. And if you could give your company these level of view into their pipeline with an early warning system that I can work with those partners for months before they ever show up at the customer’s boardroom. [00:35:44] Jay McBain: This is it. Talk about 47% winners. This takes you from not only surviving the AI era to being a top five platform winner. Thank you very much. [00:36:01] Vince Menzione: Until next time, we’ll see you in person. Hopefully at our next event.

Repeatable Revenue
Why AI Giants Are Hiring Human SDRs

Repeatable Revenue

Play Episode Listen Later Jun 8, 2026 53:52 Transcription Available


▸ Slides + every prompt from this talk (free): mspsalestoolbox.com ▸ Work with us: mspsalespartners.comAI has changed how companies prospect, research, and communicate, but many of the world's largest technology companies continue investing heavily in human sales teams. This episode explores what AI can automate, what it still struggles to do, and why trust, judgment, and complex buying decisions continue to require skilled people.What You'll Learn in This EpisodeWhy automation hasn't eliminated the need for human sales conversationsWhich parts of the sales process AI handles well—and which parts it doesn'tWhat the hiring decisions of major technology companies suggest about the future of sales//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Radio Cayman News
7 AM News 8 Jun 2026

Radio Cayman News

Play Episode Listen Later Jun 8, 2026 4:59


Police are investigating after a body is found in the waters off SMB; the Health Insurance Commission is reviewing a proposed SHIC premium increase; the bulk waste program has been completed.

Millennial Investing - The Investor’s Podcast Network
TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O'Malley

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 7, 2026 75:53


Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:48) How Wix Was Founded (00:23:46) Why Clients Keep Using Wix (00:26:19) How Much of Wix Is Actually Vulnerable to AI (00:35:32) Why Wix Is More Sticky Than It Seems (00:37:01) Whether Vibecoding Is Likely to Disrupt Drag-and-Drop Website Building (00:45:34) Why Base44 Could Change the Entire Investment Case (01:01:25) How Wix Could Survive and Turn Into a Multibagger (01:04:29) Valuation Discussion of Wix (01:09:21) Whether Shawn and Daniel Add Wix to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠. Portfolio Review ⁠Submit Tool⁠. Value Investor Club ⁠Article⁠. Chit Chat Stocks w/ ⁠Manuel Cunha⁠. Future Investing ⁠Interview w/ Manuel Cunha⁠. Rene Sellman ⁠Substack Article⁠. Manuel Cunha ⁠Substack Article⁠. Previous Intrinsic Value breakdowns: ⁠Figma⁠, ⁠Microsoft⁠, ⁠Salesforce⁠, ⁠Adobe⁠. Follow Shawn on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: ⁠Fiscal.AI⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Content Amplified
Why your sales standards are really just suggestions

Content Amplified

Play Episode Listen Later Jun 5, 2026 21:07


If you don't enforce a standard, you don't have a standard, you have a suggestion.In this episode of Content to Close, Hoffen Guo, who has sold into aircraft engine giants, run enterprise learning partnerships at Udemy, and now leads 100% cold-calling teams selling to SMB restaurant owners, lays out her "execution floor" approach to sales leadership. Hoffen explains why activity metrics like 120 minutes of talk time and 150 calls a day fool leaders into rewarding busyness instead of behavior, and why most coaching ("book more meetings," "work on urgency") is really just pressure in disguise. She breaks down the hidden revenue cost of letting one top performer freelance off-script, why standards are social contracts that weaken the moment they go unenforced, and how to hold a hard line without micromanaging by separating controlling standards from controlling style. She closes with the one standard to tighten this quarter: next-step discipline, the difference between a happy call and a real pipeline. If you lead a sales floor and suspect your standards have quietly become optional, this conversation is the wake-up call.About HoffenHoffen Guo started her career in policy and regulation analysis consulting before moving into a business development role at one of the world's largest aircraft engine companies, selling into highly structured, highly regulated, long-cycle enterprise environments. She then joined Udemy's enterprise learning partnership team, focusing on enablement and sales training for partners in emerging markets. Today she works at a SaaS company selling to SMB restaurant owners through 100% cold calling, a motion she calls the toughest combination to sell into. Her through-line: every career move got closer to speed and raw execution, which shaped her belief that activity has to be measurable and execution has to be inspectable.Show NotesConnect with Hoffen on LinkedIn: https://www.linkedin.com/in/hoffen/Text us what you think about this episode!

We Study Billionaires - The Investor’s Podcast Network
TIP820: WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O'Malley

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Jun 4, 2026 73:34


Daniel Mahncke and Shawn O'Malley take a deep dive into Wix.com — the Israeli website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky, and whether the Base 44 acquisition — Wix's bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:32) How Wix was founded (00:21:35) Why clients keep using Wix (00:28:05) How much of WIX is actually vulnerable to AI (00:37:07) Why Wix is more sticky than it seems (00:38:24) Whether vibecoding is likely to disrupt drag-and-drop website building (00:46:54) Why Base44 could change the entire investment case (01:06:24) How Wix could survive and turn into a multibagger (01:09:21) Valuation discussion of Wix (01:13:26) Whether Shawn and Daniel add Wix to the Intrinsic Value Portfolio BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠. Portfolio Review Submit Tool. Value Investor Club Article. Chit Chat Stocks w/ Manuel Cunha. Future Investing Interview w/ Manuel Cunha. Rene Sellman Substack Article. Manuel Cunha Substack Article. Previous Intrinsic Value breakdowns: Figma, Microsoft, Salesforce, Adobe. Follow Shawn on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Acquiring Minds
The Origin Story of a Compounder ($80m and Counting)

Acquiring Minds

Play Episode Listen Later Jun 4, 2026 85:23


Greg Shapiro & Zach Cooper-Vastola are building a long-term, compounding business they see as the anti-PE of the trades. Register for the webinar:Franchising for the ETA Buyer: Resales, Roll-Ups, and Real Deals - TODAY - https://bit.ly/49sKF4HTopics in Greg and Zach's interview:Founders combined technical and financial expertiseShifted from SaaS to long-term ownershipAcquired century-old Manhattan HVAC companyHigh cost and complexities of New York marketAvoided SBA limits to scale acquisitionsWhat “Anti-PE” means to themDigitization takes longer than you thinkLiving lean on low salariesPredicting HVAC roll-up market shakeout aheadInfluence and investment from Will ThorndikeReferences and how to contact Greg and Zach:HickoryGreg Shapiro LinkedInZach Cooper-Vastola LinkedInWill ThorndikeSteve Carroll on Acquiring Minds: ETA Unicorn: $1 Billion in Revenue in 5 YearsGet a complimentary IT audit for acquisition diligence or post-close transition.Visit inzotechnologies.com/eta.The ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

Business of Tech
Jay McBain on How Microsoft's AI Billing Passes Risk and Liability to MSPs

Business of Tech

Play Episode Listen Later Jun 4, 2026 39:04


The episode examines a structural shift in the MSP business model driven by the introduction of AI-linked consumption-based pricing layered on top of traditional per-seat fees. This emerging mechanism, typified by Microsoft's E7 license, adds variable AI consumption charges to otherwise predictable monthly service costs. Vendors are restructuring partner payment models, with Microsoft's move closely watched by others, signaling a wider potential for volatility in the recurring revenue foundations of MSPs, according to analysis from Jay McBain and recent channel data. The most consequential development is Microsoft's E7 pricing, which explicitly adds an AI consumption cost to the standard per-seat license. This move introduces variability at “machine speed,” in contrast to previous examples such as cloud storage, where consumption remains predominantly human-driven and thus more predictable. Analysts note that similar micro-consumption models—charging per conversation, process, or API call—are being adopted by hundreds of companies. Market data from Omnia and referenced industry research places the global IT spend at $6 trillion in 2026, with two-thirds delivered by channel partners and a rapid shift from fixed, subscription models toward micro-consumption billed at a granular, usage-based level. Supporting evidence includes the lack of sufficient vendor-provided controls for variable consumption, leaving MSPs exposed to unplanned cost spikes. While large enterprises are introducing robust FinOps practices and loading up cloud credits, smaller MSPs serving SMB customers are not prepared with similar governance structures. There is also vendor-led encouragement for AI adoption—such as persistent in-app assistants—that drive up consumption before adequate controls or cost-passing mechanisms are established. The sustainability of current pricing models is further questioned by the fact that providers like OpenAI and Anthropic are themselves subsidizing significant portions of token usage, distorting true costs throughout the value chain. For MSPs and IT service leaders, these developments mean greater exposure to unpredictable costs, potential margin pressures, and increased contractual risk tied to AI consumption. Operators cannot rely on vendors to provide spend caps or consumption governance today; failure to build internal controls or pass-through mechanisms may result in absorbing unpaid liabilities. Accountability for AI-driven actions, remediation, and configuration changes will rest with the MSP, elevating both operational complexity and liability exposure. The current environment requires building governance, audit trails, and spend management capabilities now, ahead of broader market adoption of AI consumption models. Supported by: CometBackup

The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas With Bela and Mike
EP-193: Mastering High-Impact Communications Strategies for SMB Growth with Joshua Altman

The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas With Bela and Mike

Play Episode Listen Later Jun 4, 2026 42:00


In this episode of The Unconventional Path: Entrepreneurship and Innovation Stories and Ideas, hosts Bela Musits and Mike Wasserman dive deep into a powerful yet often overlooked strategy for small to medium-sized businesses (SMBs): fractional communications. While many entrepreneurs are familiar with the concept of a fractional CFO or HR firm, the idea of a fractional Chief Communications Officer (CCO) is a game-changer for companies looking to scale efficiently and manage their reputation with precision.Our guest, Joshua Altman, shares his journey of starting and running a fractional communications business designed specifically for SMBs. For businesses that may not have the budget or the need for a full-time marketing executive, a fractional CCO provides high-level expertise to shape perception and build long-term trust with stakeholders. Joshua explains that his role goes beyond traditional branding or marketing; he takes an integrated, big-picture view of how a company's messaging impacts its growth and stakeholder confidence.Throughout the interview, we explore:The Fractional Advantage: Joshua discusses how hiring a part-time expert can be significantly more cost-effective than a full-time marketing hire while delivering measurable, high-level results.The Story-Narrative-Brand Framework: Learn Joshua's specific process for helping businesses discover what they truly want to communicate. He breaks down the critical differences between a company's story (the facts), its narrative (how it answers market questions), and its brand (the tangible elements like websites and marketing materials).Innovating with Novel Products: For companies launching entirely new products that the public doesn't yet understand, Joshua stresses the importance of involving a communications team early in the product development roadmap. He discusses how to lay the groundwork months in advance to educate potential customers and shape their purchasing decisions.Offloading Communication Tasks: Many SMB presidents or VPs of operations find themselves handling communication by "happenstance" because there is no dedicated staff. Joshua explains how his firm steps in to take these critical tasks off their hands, allowing leadership to focus on their primary roles of running the business.If you are a business owner looking for innovative ways to manage your messaging and improve your communication process in a measurable way, this conversation is packed with actionable advice on how to use communications as a strategic tool for success.Connect with The Unconventional Path:Our podcast is now available on YouTube. Simply search for "The Unconventional Path" to subscribe and never miss an episode.We're always on the lookout for interesting guests to feature on our show. If you know someone who has an inspiring story, unique perspective, or valuable expertise to share, please let us know. We're eager to connect with potential guests who can bring fresh insights and engaging conversations to our audience.We also love hearing from our listeners! Your questions, comments, and suggestions are incredibly valuable to us. Send us an email at bela.and.mike@gmail.com with your thoughts, and we'll do our best to address them in a future episode. Whether you have a question about a specific topic, feedback on a recent episode, or ideas for future content, we want to hear from you. Your engagement helps us shape the show and deliver content that resonates with our listeners.Thanks for listening,Bela and MikeSEO Search Terms: Fractional Chief Communications Officer, SMB growth strategies, entrepreneurship podcast, fractional CCO vs CMO, small business branding, communications strategy for startups, market penetration for SMBs, cost-effective marketing, building stakeholder trust, business narrative framework, product development roadmap, Bela Musits, Mike Wasserman, Joshua Altman, The Unconventional Path podcast.

Telecom Reseller
Centaris Helps SMBs Bring AI Into the Business Without Letting Risk Come Along for the Ride, Podcast

Telecom Reseller

Play Episode Listen Later Jun 4, 2026


Centaris Helps SMBs Bring AI Into the Business Without Letting Risk Come Along for the Ride, Podcast, According to Centaris, 86% of SMB workers are using AI tools, with 80% bringing their own tools into the workplace. At the same time, 80% of leaders cite leakage of sensitive data as their main concern. By Doug Green “We think there's a tremendous opportunity for us to shine where we've thrived for years.” In this Technology Reseller News podcast, Doug Green speaks with Mike Nowak, Chief Revenue Officer at Centaris, about the challenges small and midsize businesses are facing as AI adoption moves faster than many IT and security programs can manage. Centaris provides cybersecurity and managed IT services for small and midsize organizations, with a focus on the Great Lakes region and companies with roughly 50 to 5,000 employees. The company works across key verticals including manufacturing, healthcare and financial services, where security, compliance and operational continuity are central business concerns. The conversation focuses on a problem that is becoming urgent for SMB leaders: AI is already inside the organization, whether or not it has been formally approved. According to Centaris, 86% of SMB workers are using AI tools, with 80% bringing their own tools into the workplace. At the same time, 80% of leaders cite leakage of sensitive data as their main concern. That creates a new challenge for MSPs, IT leaders and business owners. The question is no longer whether employees will use AI. They already are. The question is whether companies can create a secure, consistent and manageable way to use AI without exposing customer data, intellectual property or regulated information. Nowak outlines Centaris' role in helping organizations move from uncontrolled AI experimentation to structured deployment. For many smaller companies, AI adoption is happening at the employee level first. Staff members are using publicly available tools to write, summarize, research and automate work. That can create productivity gains, but it can also create risk when sensitive information is pasted into tools that are not governed by company policy. Centaris is positioning its AI and cybersecurity work around practical deployment. Rather than treating AI as a separate technology trend, the company sees it as part of the broader managed services and cybersecurity conversation. SMBs need policies, training, tool selection, identity controls and security frameworks that match the way employees are already working. The podcast also looks at the broader cybersecurity posture of the small and midmarket. These organizations face many of the same risks as larger enterprises but often lack the same internal resources. That makes consistent managed security, compliance guidance and trusted IT leadership especially important. Centaris is also in growth mode. Nowak says the company is looking to expand across the Great Lakes footprint, particularly in areas where it already has experience and vertical expertise. “The ones that we're looking for and where we're looking to expand is really the Great Lakes footprint,” Nowak says. “We think there's a tremendous opportunity for us to kind of shine where we've thrived for years.” The acquisition strategy is focused on fit and execution. Centaris is interested in organizations that align with its strengths in manufacturing, healthcare, financial services and cybersecurity-driven managed services. The company works with larger clients and clients in other regions, but Nowak emphasizes that Centaris is careful about ensuring it can execute well before expanding. For MSP owners, the message is direct: Centaris is open to conversations with firms that may be considering their next step. For SMB leaders, the message is equally clear: AI is already arriving inside the business, and the time to secure and standardize that adoption is now. Centaris can be reached through LinkedIn, at info@centaris.com, or through the Centaris website. Learn more at centaris.com.

The Growth Collective
Sit with SMB: Your Place in the Family of Things

The Growth Collective

Play Episode Listen Later Jun 3, 2026 13:50


As we approach the summer solstice—the longest light of the year—nature offers a quiet reminder: belonging isn't something we earn. It's something we already have. In this Sit with SMB episode, Susan reflects on the loss of a beloved hundred-year-old white pine that stood in her yard for decades. A triple-topped tree with deep roots and a steady presence, it became an unexpected teacher about grief, gratitude, and the ways nature continues its cycles even when they don't unfold as we imagined. Drawing inspiration from the writings of Mary Oliver and her own experience saying goodbye to the tree long before it came down, Susan explores what it means to be part of "the family of things." The conversation moves through themes of belonging, nature's wisdom, interrupted cycles, and the permission we receive from the natural world to simply be ourselves. This episode is an invitation to consider how nature holds both endings and continuations at the same time—and how what appears to be loss may sometimes be transformation. As the solstice approaches, Susan leaves listeners with a gentle question: What in your life might be ready to change form? Resources Mentioned Mary Oliver, Wild Geese Mary Oliver, When I Am Among the Trees Connect with Rooted Visit Rooted online for episode notes, reflections, and additional resources: https://www.rootedsoulliving.com/rooted-podcast Connect with Susan Morgan Bailey: LinkedIn: https://www.linkedin.com/in/susanmbailey/ If this episode resonated with you, consider following Rooted: A Podcast About Nature & Wellbeing and sharing it with someone who could use a reminder that they already belong.

Repeatable Revenue
The 5-Step Process Behind a Repeatable 68% Close Rate

Repeatable Revenue

Play Episode Listen Later Jun 3, 2026 12:17 Transcription Available


A high close rate is rarely the result of charisma or talent alone. When Ray reviewed the top finalists for MSP Salesperson of the Year, a clear pattern emerged: the best performers were all running nearly the same sales process. This episode breaks down the exact five-step framework behind close rates that are 68% — a the lowest rate — and why consistency in process matters more than most sales teams realize.What You'll Learn in This EpisodeThe qualification mistake that causes many MSPs to leave deals on the tableWhy strong discovery creates higher close rates later in the processThe structure top performers use instead of overwhelming prospects with proposals and quotes//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Sports Medicine Broadcast
Managing the Asthmatic Athlete

Sports Medicine Broadcast

Play Episode Listen Later Jun 2, 2026 13:05


Understand asthma in athletes, including environmental triggers, gender disparities, and symptom differentiation. Q: Is there a correlation between working in an area with chemical plants and developing asthma? A: Living near chemical plants, such as Pasadena High School, can lead to a higher incidence of asthma due to pollutants. These pollutants can damage tissues and cause respiratory issues, mimicking asthma symptoms. It’s not typically an age-related development but rather an environmental factor. Q: Why do boys seem to have a higher incidence of asthma and injuries in athletics compared to girls? A: It is possible that the higher incidence of asthma and injuries in boys is due to a greater number of boys participating in athletics. We often diagnose asthma in children who are going to be athletes, and this demographic tends to be more boys than girls. A true genetic cause for this difference is not currently known. Q: Is there a reason why Black individuals have a higher incidence of asthma? A: A 2008 study indicated that Black individuals have higher incidences of asthma, followed by White individuals, and then Hispanic individuals. The specific reason for this disparity is not fully understood at this point. Q: Among triggers like exercise, allergens, and pollution, does one impact asthma more significantly than others? A: The impact of asthma triggers varies by individual. All of these factors can trigger asthma. For example, some individuals with allergic asthma may experience more severe reactions in rural areas due to pollen, while others may be more affected by industrial air quality problems in urban settings. Allergen tests can help determine an individual’s specific triggers. Q: How often are upper respiratory infections (URIs) confused with asthma? A: URIs are likely to be confused with asthma, especially in younger patients who have not been tested for asthma. In emergency room settings, albuterol is often administered due to its low risk and typical effectiveness. If a patient improves with albuterol, it can lead to a presumption of asthma or bronchial hyper-responsiveness. Q: How would you encourage an athletic trainer (AT) if they are unsure whether an athlete truly has asthma or is just out of shape? A: It is challenging to differentiate between an athlete being out of shape and having asthma, as the symptoms can be very similar. Increased access to medical professionals for diagnosis is encouraged. Athletic trainers should promote education about asthma. It can be a difficult situation, particularly if a coach suggests a student is feigning asthma to avoid participation. Q: How much does an asthmatic baseline cost, and how beneficial is it for an athletic trainer? A: An asthmatic baseline device can be beneficial, especially for younger athletic populations, and can be purchased from retailers like Amazon. These devices can be reused if properly cleaned between athletes. Establishing a baseline helps athletic trainers objectively assess an athlete’s lung function, determining if intervention or rest is needed before play. Q: When establishing a baseline for an athlete, should it be tested daily, or only when the athlete feels slowed down? A: An asthmatic baseline should be established out of season, before the season starts when the athlete is having a normal day and not experiencing symptoms. It should be retested approximately once a year to account for changes in fitness levels and lung capacity as the athlete grows and develops. It is not necessary to test daily, only at the beginning of the season to gauge their baseline. Q: How does acid reflux mimic asthma symptoms? A: Acid reflux can mimic asthma, especially in younger individuals who may not be able to articulate their symptoms precisely. They might point to their chest, similar to how they would for cardiac issues, instead of explaining the burning sensation associated with acid reflux. This can lead to a misinterpretation of their discomfort as asthma. Contact Us Jeremy Jackson Benjamin Stephenson Layci Harrison Mark Knoblauch Ashlyne Elliott Leslie Bennett Sponsor List Frio Hydration – Superior Hydration products. Xothrm – Best heating pad available – Use “SMB” or email info@xothrm.com and mention the Sports Medicine Broadcast. Donate and get some swag (like Patreon but for the school) HOIST – No matter your reason for dehydration, DRINK HOIST MedBridge Education – Use “TheSMB” to save some money, be entered in a drawing for a second year free, and support the podcast. Marc Pro – Use “THESMB” to recover better. Athletic Dry Needling – Save up to $100 when registering through our link.

Repeatable Revenue
How Different Would Your Life Be With an Empty Should List?

Repeatable Revenue

Play Episode Listen Later Jun 2, 2026 8:04 Transcription Available


A lot of people feel stuck because they think they need more information, another strategy, or outside guidance. But often, the real problem is execution avoidance. This episode explores the growing gap between the things we know we should do and the things we actually complete — and how that gap quietly impacts business growth, health, relationships, and momentum.What You'll Learn in This EpisodeWhy most people already know the decisions that would improve their livesThe hidden psychological cost of carrying an unfinished “should list”How scheduling difficult tasks shifts the brain into execution mode//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Acquiring Minds
Started as SBA Searcher, Built to a PE Fund

Acquiring Minds

Play Episode Listen Later Jun 1, 2026 106:09


The first business Joe Wechsler bought had $280k of SDE. Seven years later, he runs a fund with $50m of buying power.Register for the webinar: Franchising for the ETA Buyer: Resales, Roll-Ups, and Real Deals - Thu, June 4 - https://bit.ly/4vnGP5uTopics in Joe's interview:Background in management consultingInspired by Rich Dad Poor Dad to own assetsJoining an early cohort of the Acquisition LabSearching is more fun with a partnerFirst deal died 10 days before closingDiscovering employees had never been paid overtimeTotal office staff turnover in first 4 monthsAcquiring 4 diverse businessesLaunching a $25M equity fund with 5 partnersIt's all about the peopleReferences and how to contact Joe:LinkedInBlueline VenturesWho by Geoff Smart and Randy StreetRich Dad, Poor Dad by Richard T. KiyosakiGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact jenny@aspenhr.comWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

The Startup Junkies Podcast
454: Why Aha Moments Are Less Instantaneous Than You Think

The Startup Junkies Podcast

Play Episode Listen Later Jun 1, 2026 27:06


SummaryInnovation isn't a lightning bolt, it's a process. That's the message threaded throughout the latest episode of the Startup Junkies podcast, where Eva Fast, director of the University of Arkansas MSPI program, joined hosts Daniel Koonce and Caleb Talley for a deep dive into product innovation, entrepreneurial mindsets, and the realities behind those famed “aha” moments.Drawing from her upbringing in Kenya and extensive academic career, Eva breaks the myth that innovation is a singular, sudden event. Instead, she describes it as a gradual journey shaped by diverse perspectives and continuous exposure to new ideas. Her research, inspired by Steven Johnson's "Where Good Ideas Come From," reveals that creativity blossoms over time and thrives within vibrant networks.Listeners will hear how the MSPI program acts as a bridge, connecting technical, business, and human elements to equip students for both startup ventures and corporate innovation roles. Whether you're a hands-on entrepreneur or an aspiring intrapreneur, the program's structure, mentorship, and hands-on challenges offer room for all innovation styles.Eva also spotlights the rising influence of AI, sharing how tools are accelerating everything from MVP launches to capstone projects. The conversation closes with practical advice: be curious, take action, and never underestimate the value of diverse experiences. For those craving real perspectives on what it takes to move from idea to impact, this episode is a must-listen. Tune in today!Show Notes(00:00) Eva's Childhood in Kenya(05:12) Building Student Confidence and Skills(08:16) Misconceptions About Innovation Process(13:05) Discussing MVP Deployment Strategies(15:37) Mentorship and Networking Benefits(19:30) Innovative Teaching Methods(25:36) Taking Action Through EntrepreneurshipLinksDaniel KoonceCaleb TalleyStartup JunkieStartup Junkie YouTubeEva FastMaster of Science in Product Innovation (MSPI) at University of Arkansas

Ops Cast
The Dirty Little Secret of AI in Marketing Ops With David York

Ops Cast

Play Episode Listen Later Jun 1, 2026 58:30 Transcription Available


Text us your thoughts on the episode or the show!Today, most teams aren't just struggling to build their AI strategies. The real struggle begins when they try to execute their strategies. In this episode of Ops Cast, host Michael Hartmann sits down with David York, Chief AI and Innovation Officer at Helix CXM, to get practical answers about what it really takes for GTM organizations to move from talking about AI to operationalizing it.David has spent years working at the intersection of marketing operations, RevOps, automation, and AI transformation. Together, he and Michael discovered an uncomfortable truth about how most teams are already overwhelmed by manual work, fragmented processes, shadow systems, and operational debt. Piling "figure out AI" on top of all that creates more chaos. In this conversation, you'll hear:Why the gap between AI strategy and implementation is so hard to closeWhat operational excellence actually looks like in practice, and why it has to come firstWhy mapping how work gets done today is the critical first step before introducing AIThe real difference between automation and "automation plus intelligence"How to identify low-risk, high-value AI use cases (like partially manual lead routing) versus harder onesThe hidden costs teams underestimate: tooling, LLM costs, maintenance, and human monitoringWhere human judgment is still absolutely requiredPractical advice on where to start if you're feeling overwhelmed by AI pressure right nowWhether you lead a scrappy SMB or a specialized team inside a large enterprise, this is a grounded discussion about the reality of AI in modern GTM, beyond the hype and the LinkedIn hot takes.David also published a new book this week, AI-Powered Growth: A 7-Step Adoption and Transformation Framework, which goes deeper into how Marketing Ops leaders can systematically prioritize and operationalize AI initiatives. Grab a copy here: https://www.amazon.com/AI-Powered-Growth-7-Step-Adoption-Transformation/dp/B0H2QCZG5M/Enjoy the episode!Episode Brought to You By MO Pros The #1 Community for Marketing Operations Professionals MarketingOps.com is curating the GTM Ops Track at Demand & Expand (May 19-20, San Francisco) - the premier B2B marketing event featuring 600+ practitioners sharing real solutions to real problems. Use code MOPS20 for 20% off tickets, or get 35-50% off as a MarketingOps.com member. Learn more at demandandexpand.com.Support the show

Repeatable Revenue
Hard Things Piling Up Means Good Things Are Coming

Repeatable Revenue

Play Episode Listen Later Jun 1, 2026 8:14 Transcription Available


When difficult decisions start showing up everywhere at once — business, marriage, parenting, finances, health — it's easy to assume life is breaking down. But often, those seasons are actually periods of transition and recalibration. In this episode, Ray explains why hard conversations and uncomfortable decisions are usually the entry point to meaningful progress, and how avoidance quietly creates long-term dissatisfaction.What You'll Learn in This EpisodeWhy periods of intense pressure often happen right before major growthThe hidden long-term cost of avoiding uncomfortable decisionsHow to reframe difficult seasons as leverage points instead of warning signs//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Sugar Coated
How to Build a Tech Company Without a Tech Background with Meghann Butcher

Sugar Coated

Play Episode Listen Later May 29, 2026 40:15 Transcription Available


Meghann Butcher built RepSpark, a B2B wholesale e-commerce platform now moving over a billion dollars a year, without a single line of tech on her resume.She grew up in her dad's apparel and footwear business, hanging around the warehouse at five years old. At 27, when her father's order-entry tool started catching on with independent sales reps, he asked if she wanted to run with it. She said yes, and bootstrapped it from there.In this conversation, Meghann and I get into how a psychology and communications major became the product visionary for a software company, why she still leans on empathy over technical skill to lead, and how staying close to customer pain points built a platform now used by nearly 100,000 retailers.We also talk about being a mom of three while running a growing company, building a drama-free culture, and what it actually takes to scale a bootstrapped business on your own terms.Tune in for a real look at building something durable without the usual playbook.

Acquiring Minds
Buying $1.5m of Earnings Without an SBA Loan

Acquiring Minds

Play Episode Listen Later May 28, 2026 83:05


As a South African in the US, Justus Luttig had to get creative to search then buy 2 trades businesses at the same time.Register for the webinar: New $10m Limit for SBA Loans: What You Need to Know - TODAY!! - https://bit.ly/4v3zKXhTopics in Justus's interview: Growing up on a cattle ranch in South AfricaDisillusioned with the venture capital bubblePerception of white collar work as “the dream”Meeting successful owners of blue-collar businessesBig deal failure on his birthdayStructuring a deal without the SBAChallenges of searching on an H1B visaMerging an HVAC with a plumbing businessThe magic happens when you leave your deskAcquiring during the slow seasonReferences and how to contact Justus:LinkedInCopeland Home ServicesThe ecosystem for serious acquisition entrepreneurs—education, capital, community, and post-close support to buy and grow a business:The Acquisition LabGet complimentary due diligence on your acquisition's insurance & benefits program:Oberle Risk Strategies - Search Fund TeamDownload the New CEO's Guide to Human Resources from Aspen HR:From this page or contact jenny@aspenhr.comConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

The Official SaaStr Podcast: SaaS | Founders | Investors
SaaStr 856: AI-Native GTM 101: The 5 Decisions Every Founder Has to Get Right with Owner's CRO

The Official SaaStr Podcast: SaaS | Founders | Investors

Play Episode Listen Later May 26, 2026 43:57


Owner.com is approaching $100M ARR selling to independent restaurants and their GTM team is producing numbers that shouldn't be possible. $150K AEs closing $2M+ ARR per year. Outbound BDRs generating $100K in closed-won ARR per BDR per month. 4X the ARR per rep compared to direct competitors. None of that happens by accident.  In this session, Kyle Norton, CRO at Owner.com, breaks down the exact AI-driven GTM playbook that got them there, including 5 decisions he believes every SaaS company needs to make right now before the gap between AI-native and AI-curious companies becomes impossible to close. What you'll learn: 1. Centralized vs. decentralized AI: why letting a thousand flowers bloom is probably killing your results 2. Build vs. buy: the 5-question framework (hint: buy your infrastructure, build your intelligence) 3. The AI sophistication ladder — Levels 0 through 4, where most companies are stuck, and exactly how to move up 4. The "5 P" prioritization framework for deciding which AI projects to tackle first 5. Agentic vs. assistive: how to think about human-in-the-loop and why chaining too many generative steps is the #1 cause of AI slop 6. Why your personal compounding AI stack is your most underrated competitive asset This isn't theory. This is what $100M ARR in a notoriously difficult SMB market actually looks like when you go all-in on applied AI.

LINUX Unplugged
668: --yolo

LINUX Unplugged

Play Episode Listen Later May 25, 2026 77:01 Transcription Available


Brent's been hacking smart speakers, Wes has a surprise, and Chris gives up on OpenClaw.Sponsored By:Jupiter Party Annual Membership: Put your support on automatic with our annual plan, and get one month of membership for free!Managed Nebula: Meet Managed Nebula from Defined Networking. A decentralized VPN built on the open-source Nebula platform that we love.Support LINUX UnpluggedLinks:ConnecTen Internet — Get $35 off your order total with Jupiter35

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Acquiring Minds
The Magic of Low Multiple + Growth

Acquiring Minds

Play Episode Listen Later May 25, 2026 93:33


David Graf went after a business that had sat on the market, acquiring $750k of EBITDA for 2.7x. It's going well.Register for the webinars: Negotiating Working Capital in SMB Acquisitions - TOMORROW!! - https://bit.ly/4a2ozGeNew $10m Limit for SBA Loans: What You Need to Know - Thu, May 28 - https://bit.ly/49j3V4tTopics in David's interview: Drive to earn money as a kidChoosing to skip business schoolAdvantages of acquiring in TexasPreparing his case to convince his wifeWorking full time while searchingGrowth is often underpricedWholesaling real estate he didn't wantHow to decide whether to keep an employeeJoining a group for manufacturing ownersNear-crisis days before closingReferences and how to contact David:LinkedInDanhardRand LarsenScalepathGet a Grip by Mike PatonWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet a complimentary IT audit for acquisition diligence or post-close transition.Visit inzotechnologies.com/eta.Get a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton Rohozov and produced by Pam Cameron

THINK Business with Jon Dwoskin
What Are You Good At: Staying in Constant Contact with Smita Wadhawan, CMO @ Constant Contact

THINK Business with Jon Dwoskin

Play Episode Listen Later May 25, 2026 51:49


How much business are you losing simply because you're not staying in consistent contact with your audience? Most companies don't have a sales problem—they have a follow-up problem. And follow-up isn't about chasing people…it's about staying top of mind with value, relevance, and consistency. That's why my interview with Smita Wadhawan, CMO of Constant Contact, on the THINK Business – What Are You Good At? series hit on a hard truth—consistency is the new marketing advantage. Here are 5 takeaways that stood out: ✅ Mindshare → Market Share People can't buy from you if they forget you exist. Marketing isn't optional—it's oxygen. ✅ Consistency builds trust Trust isn't built in a moment—it's built in the follow-up moments people rarely do. ✅ Simple wins Customers don't want clever. They want clear. They want fast. They want relevant. ✅ Start now—then scale Stop overthinking platforms, funnels, or brand perfection. Start small. Ship. Learn. Improve. ✅ AI is here to help, not replace Use AI to automate repetitive work—so you can stay human where it matters most.   Smita Wadhawan Verma Global Chief Marketing Officer | Top 50 CMO | PayPal | Intuit | GoDaddy | Visa | SaaS | HealthTech | FinTech Award-winning Chief Marketing Officer with experience at GoDaddy, PayPal, Intuit, VISA, and SimplePractice — across SMB/consumer, SaaS, HealthTech, and FinTech. Global teams and global leadership at EcoVadis. Scaled and led businesses from a mid-size company to a $32B established brand, with budgets up to $175M. Expertise in growth marketing, product marketing, B2B and B2C marketing, lifecycle marketing, PR and comms. Smita has built and led teams of 150+ people in highly matrixed, cross-functional organizations across the US, Europe, Africa, Japan and India. She has partnered with top agencies like Koto, Instrument, Razorfish, TBWA, Highwire PR — and managed award-winning internal creative teams. Under Smita's leadership, her teams have won Digiday Awards and several Webby Award nominations. Smita is well known as a culture champion and recognized as a highly influential and inclusive C-Suite leader who can inspire teams to deliver outstanding results. Recognized as a 2024 Top 50 CMO in the US. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience Website: https://jondwoskin.comLinkedIn: https://www.linkedin.com/in/jondwoskin Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Jeff Gunsberg:Website: https://title-connect.com Connect with Smita Wadhawan:LinkedIn: https://www.linkedin.com/in/smitawadhawan/ *E - explicit language may be used in this podcast.

The Startup Junkies Podcast
453: The Power of Print in a Digital World

The Startup Junkies Podcast

Play Episode Listen Later May 25, 2026 35:22


SummaryWhat happens when passion for storytelling meets the entrepreneurial spirit? In this episode of the Startup Junkies podcast, Danielle Keller, media entrepreneur, award-winning podcaster, and editor-in-chief of Northwest Arkansas's beloved Peekaboo magazine, joins Daniel Koonce, Caleb Talley, and Ty Steele for a conversation packed with inspiration, nostalgia, and the realities of building community through storytelling.Danielle shares her fascinating career journey, from her beginnings in California writing for school papers, through a detour in higher education, to diving fearlessly into documentary film, video production, and ultimately acquiring and revitalizing Peekaboo magazine. She details how Peekaboo, once a crucial parental resource before the rise of social media, became a passion project resurrected through grit, research, and community demand. The print magazine's unique sensory experience illustrates the hunger for tangible connections in a digital age.Listeners will delight in anecdotes about local mascot Ozzy the Ozark Fox, created by Danielle's daughter, and how family, authenticity, and real community voices shape every issue. The episode highlights the importance of collaboration, adaptability, and embracing both print and digital platforms as Peekaboo grows and evolves.With future visions of podcasts, dynamic web offerings, and newsletters, Danielle reminds us that it's never too late to pursue fresh dreams, amplify others' voices, and savor the present. This episode is a must-listen for entrepreneurs, storytellers, and anyone who believes in the lasting power of local stories!Show Notes(00:00) Danielle's Career Path in Media(04:06) Starting Peekaboo for Parents(09:48) Evaluating Print Magazine Revival(18:10) Creating a Themed Editorial Calendar(20:37) Seasonal Advertising Opportunities(23:07) Expanding Digital Content(33:21) Closing ThoughtsLinksDaniel KoonceCaleb TalleyTy SteeleStartup JunkieStartup Junkie YouTubeDanielle KellerPeekaboo Magazine