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No episódio de hoje, vamos desmistificar um dos termos mais falados (e mal compreendidos) da saúde feminina: “dominância estrogênica”.Será que o estrogênio é realmente o vilão da sua história? Ou a questão está em outro lugar, na ausência da progesterona e na falta de equilíbrio hormonal?Neste bate-papo, você vai entender de forma leve e acessível:- Por que “dominância estrogênica” não é um diagnóstico médico formal.-O papel fundamental da ovulação na produção de progesterona.-O que acontece quando o estrogênio age sem oposição adequada.-Situações comuns em que isso ocorre: perimenopausa, SOP, pós-parto, estresse crônico, ciclos anovulatórios.-Como alcançar respostas melhores e investigações mais eficazes.-Estratégias reais de nutrição, estilo de vida e autocuidado que apoiam seu equilíbrio hormonalA mensagem é clara: seus sintomas são reais e merecem investigação. Mas o caminho não é vilanizar o estrogênio, e sim entender por que a progesterona não está presente nesta dança!Meu livro Perimeno Quê? já está disponível para pré-venda, ele é o guia que eu gostaria de ter acessado na minha própria transição hormonal. Você encontra no site https://intrinseca.com.br/livro/perimenoque/Patrocinador do episódio de hoje, MAHTA. E em se tratando de “dominância estrogênica” os superalimentos da Mahta são produtos ideais para ajudar nos sistemas de desintoxicação e minimizar a recirculação de estrogênio.Use este link para obter desconto automático na sua primeira compra. Ou use o cupom ISABELAFORTESSite do Podcast: https://isabelafortes.com.br/ Dominância estrogênica ? Ou o mistério da progesterona desaparecida?Episódios Relacionados: EP 26 | Ervas Adaptogênicas Capsulas de Resiliência – Isabela Fortes EP 104 | Como saber se a terapia hormonal está funcionando, quanto tempo demora para fazer efeito, quais os possíveis efeitos colateriais e o que fazer nesses casos. – Isabela FortesEP 63 | Quando começar a Terapia para menopausa e outras dúvidas hormonais – Isabela FortesEP 20 | Progesterona, a fada madrinha Tudo o que você precisa entender sobre esse incrível hormônio feminino – Isabela FortesEp 100 | Terapia Hormonal: Tudo o que você precisa saber para começar – Isabela Fortes EP 02 | Hormônios Femininos: Como entender o ciclo que impacta todos os aspectos de nossas vidas mensalmente – Isabela Fortes EP 18 | SOS HORMÔNIOS. PQP… O que está acontecendo comigo? – Isabela Fortes EP 60 | Despedaçada…Mas meus exames estão “normais” – Isabela FortesInstagram: https://www.instagram.com/fortes_isabela/
Law firms love their SOPs—binders full of screenshots, arrows, and step-by-step instructions. But here's the problem: they take months to build, cost thousands to produce, and go out of date the moment software updates. There's a better way. In this episode, I break down how forward-thinking lawyers are replacing outdated SOPs with AI-powered prompt libraries that actually get work done. You'll hear real examples, learn why prompts are more reliable than manuals, and see how this simple shift can save your firm hours every week. If your SOP binder feels more like dead weight than a useful tool, this episode will show you what to do instead. Episode Links ChatGPT Lab (a weekly AI workshop for lawyers) Apply to join the ChatGPT Lab The 80/20 Principle (my techlaw newsletter) The Inner Circle (my online community for lawyers) Follow and Review: I'd love for you to follow me if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. I'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Thanks to the sponsor: Smith.ai Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai, you're hiring well-trained, friendly receptionists who can respond to callers in English or Spanish. And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.
In this solo episode of the Everyday Business Problems podcast, Dave Crysler tackles one of the most common and costly issues in business operations, tribal knowledge. Based on insights from a recent LinkedIn poll and decades of real-world experience, Dave breaks down where tribal knowledge causes the most friction and how businesses can start building what he calls a “Company Brain.” He shares personal stories, client examples, and tips for leveraging today's tools to transform undocumented know-how into accessible, scalable systems. What You'll Discover: The top 3 ways tribal knowledge hurts your business: when people are out, inconsistent output, and slow training. A real story of how one employee's performance led to the creation of a documented best practice. Why older SOP binders and static process docs fail, and what to use instead. How to start building your own Company Brain using video, visual references, and searchable systems. What to look for in tools that support knowledge capture and learning retention. Why tribal knowledge impacts both culture and customer experience, and how to close the gap.
In this episode of Rethink Real Estate, Ben Brady welcomes real estate entrepreneur and AI strategist Lauren Lucas of the LKW Home Team at Keller Williams Classic Properties. Lauren pulls back the curtain on how she replaced three team members with AI—and still grew her GCI by over $400,000 in a single year. If you've ever felt overwhelmed trying to juggle operations, marketing, and lead gen, Lauren's systematized approach will blow your mind.From custom GPTs built in under 15 minutes to CRM bots that identify hot leads based on engagement, Lauren breaks down exactly how she uses AI in a practical, revenue-generating way. No technical background? No problem. She shares how she learned everything from YouTube and how you can too—starting with just a voice memo and a SOP. This episode is a goldmine for agents who want to scale without burning out.Lauren also reveals the specific tools, prompts, automations, and compliance steps she uses to stay ahead—without drowning in tech. Whether you're a solo agent, building a team, or just AI-curious, this is the roadmap to a more leveraged, sustainable real estate business.⏱️ Timestamps & Key Topics:[00:00:00] – Losing Half Her Team, Growing $400K GCI Anyway[00:01:50] – Why Most Agents Use AI Wrong (& How to Fix It)[00:07:00] – From SOP to Custom GPT: Real-World Applications[00:14:00] – CRM Bots, Lead Scoring, and Database Reactivation[00:20:45] – How AI Powers Value-Based Prospecting at Scale[00:24:50] – The Best Tech Stack for Non-Techy Real Estate Agents[00:35:00] – Mindset, Misconceptions & the Future of Agents Using AI
面對一群來自全球頂尖科技產業、分秒必爭的商務菁英,服務的關鍵是什麼?為什麼與其準備琳瑯滿目的早點,不如一杯他們容易帶著走的咖啡? 位於新竹的新竹老爺酒店由於緊鄰科學園區,多年來接待過無數來自全球的科技產業人士,他們發現想要贏得這群人的品牌忠誠度,關鍵不在SOP,而是「雞婆文化」,也就是讓員工像關心家人朋友一樣,主動觀察、傾聽客人未說出口的需求,並友善地幫助他們。然而,這樣的團隊文化要如何建立呢? 掌握的一點訣: 1. 服務不是遵循僵化的SOP,而是在客人最需要的時候,有能力解決他們的燃眉之急。 2. 記錄熟客偏好,做到讓他們「不必開口,需求就被滿足」,這份被理解的感受是他們不斷回訪的關鍵。 主持人:天下雜誌副總主筆 王一芝、大店長讀書會創辦人 尤子彥 製作團隊:李洛梅、張雅媛、劉駿逸 來賓:前新竹老爺酒店總經理 陳進東 *快加入「服務一點訣」Line官方社團:bit.ly/3Qvnb3r *延伸閱讀|20年全職媽媽變董事長 終結5000萬虧損,因「雞婆」讓YouBike重生?:https://www.cw.com.tw/article/5133114 *延伸閱讀|野島剛:為何台灣旅館早餐,日本大學生也不愛吃?:https://www.cw.com.tw/article/5134913 *意見信箱:bill@cw.com.tw -- Hosting provided by SoundOn
Morgan Evans is a biomechanical engineer, serial medtech entrepreneur, and angel investor. She shares her journey from aspirations of becoming a doctor, to working in mergers and acquisitions at Medtronic, to co-founding/founding six companies, including Agitated Solutions and Avio Medtech Consulting. Morgan discusses the importance of supporting startups in accelerating market entry, the challenges and opportunities with innovative medtech development, and the value of servant leadership. Guest links: www.aviomedtech.com Charity supported: Polaris Project Interested in being a guest on the show or have feedback to share? Email us at theleadingdifference@velentium.com. PRODUCTION CREDITS Host & Editor: Lindsey Dinneen Producer: Velentium EPISODE TRANSCRIPT Episode 063 - Morgan Evans [00:00:00] Lindsey Dinneen: Hi, I'm Lindsey and I'm talking with MedTech industry leaders on how they change lives for a better world. [00:00:09] Diane Bouis: The inventions and technologies are fascinating and so are the people who work with them. [00:00:15] Frank Jaskulke: There was a period of time where I realized, fundamentally, my job was to go hang out with really smart people that are saving lives and then do work that would help them save more lives. [00:00:28] Diane Bouis: I got into the business to save lives and it is incredibly motivating to work with people who are in that same business, saving or improving lives. [00:00:38] Duane Mancini: What better industry than where I get to wake up every day and just save people's lives. [00:00:42] Lindsey Dinneen: These are extraordinary people doing extraordinary work, and this is The Leading Difference. Hello, and welcome back to another episode of The Leading Difference podcast. I'm your host, Lindsey, and today I'm excited to introduce you to my guest, Morgan Evans. Morgan is a serial medtech entrepreneur and investor, which means her passion is launching new businesses. She's a biomechanical engineer by training, went to business school and worked for Medtronic in corporate development before jumping fully into the world of startups. Over the past 10 years, she has founded or co-founded six companies: two medical device companies, two medtech accelerators, and two venture investing vehicles. She spends most of her time with Agitated Solutions, which is developing several innovations related to contrast and ultrasound, and Avio Medtech Consulting, which helps lower the barriers to entry for new ideas and new medtech companies. All right. Well thank you so much for joining us today, Morgan. I'm so excited to speak with you. [00:01:42] Morgan Evans: Thank you again for having me. Pleasure to be here. [00:01:45] Lindsey Dinneen: Of course. Well, I'd love if you wouldn't mind starting off by sharing just a little bit about yourself, your background, and maybe what led you to medtech. [00:01:53] Morgan Evans: Sure, of course. Originally from Houston, I went to school in the Bay Area and studied to be a biomechanical engineer. I originally thought that I was gonna be a doctor, and wanted to start in heart lung transplant of all things. Did an internship between my freshman and sophomore year and quickly learned two things. One is that I love people a bit too much to distance myself emotionally, so it would've really been a hard career for me, I think being on the front lines with that. But the second important thing I learned as well was there was a lot of technologies that existed in the medtech side of the world, just trying to buy people time and give options. And so I fell in love with medtech as a career relatively early. Started working for my first startup in the neuromodulation space before I even graduated undergrad, and loved that. Wore a ton of hats ranging from engineering, clinical commercial. I did some vertical line integrations in there and I started before we were even at 10 employees, left at 55. Thought it was massive 'cause we had middle management. Then toward the tail end of that, started studying to go to business school 'cause I realized I was getting further and further away from my engineering degree. And then I went to Kellogg at Northwestern and when I was there, co-founded my first startup with a clinician that had a great idea, didn't really know how to navigate the regulatory side of the world, and we co-founded that company together. And toward the tail end of that, was recruiting for formal kind of post-business school. Where am I gonna land? What am I gonna do? And decided to go to Medtronic and do mergers and acquisitions within the corporate development team. Did that for about two years. Loved it, learned a lot. The team was great. But big company was a huge change, especially as I just mentioned, you know, I thought 55 was large with middle management. And then you go to 90,000 at the time and deal teams of that. And kind of felt like my calling was going back to startups, so left in 2016 and have been innovating and building companies ever since. [00:03:53] Lindsey Dinneen: Wow. Okay. Well, thank you for sharing a little bit about your background and everything that's led you to where you are today. I really appreciate it, and so I am so intrigued. Okay, so you were on track in, in theory, initially to be a doctor and to go that route and then decided, "Okay, well, maybe this isn't for me," which is so great that you learned earlier rather than later, of course. But so as you were processing through making this transition into medtech and going, "Oh my goodness, there's actually a whole lot here." Were there any particular things that really stood out as being the most intriguing? Were you just kind of interested in the industry as a whole, or were there specific things where you thought, "Oh gosh, I really wanna learn about X, Y, and Z." [00:04:37] Morgan Evans: Yeah. Two things happened in relatively short order that I think landed me in my love, right? The first is, when I was doing this internship, they actually had some preclinical research going on in the basement of the hospital. And I, it's a long story, but I randomly ended up wandering into this place and figuring out it existed, and saw some of the early preclinical research happening live where they actually had a pig that they were trying to induce a heart attack in to then do a treatment for. And this pig actually coded in the middle of the procedure and they literally come out with paddles. And I'm just like, "This is the coolest thing in the world, this is actually how innovation is done and people learn." So that kind of, "Oh, cardiovascular sounds really interesting," was where I originally started. And then, at the time when I was at Stanford, I was playing on the basketball team as well, and I went to a event with some supporters of the program. And the person at my table was Chairman of the Board of a neuromodulation startup, autonomic technologies. And the one thing I at least love that I'm not afraid to ask questions. And so I just was like peppering him with like, "What is this? How does that work?" And that actually led to my first job. And it's kind of fortuitous that you're in the right place at the right time, but then just get exposure, and that was in pain and pain's a hard space. The type of treatment we were doing was treating condition that was known as a suicide headache. And so I think that was helpful to see the impact of the work we can do so early on. And then I, like I said, I've been hooked ever since. [00:06:05] Lindsey Dinneen: Yeah. Yeah, that's great. And those are great stories. I love the synchronicity and how those moments sometimes just play out perfectly and lead you to your next right step. So now you are in a position where you are advising startups, but you have lots of things going on. I feel like when I was looking at your LinkedIn, there were multiple different organizations you're a part of and participating in. So could you share just a little bit about all the wonderful things you're up to these days? [00:06:31] Morgan Evans: Yeah, for sure. So my day job, as I call it, but where I spend by far majority of my time is I am co-founder and CEO of a company called Agitated Solutions. And we say that we're unlocking the potential of diagnostic ultrasound. So we have multiple products that include a contrast agent that's revolutionary and that it has a temporary micro bubble, looking for holes or flaps known as a patent foramen ovale in the heart that's highly associated with cryptogenic stroke. So we have contrast side, and then we also have some software as a way to have better prediction of what our high risk shunts and what could cause stroke. That had a company spin out of it called Moonshot Medical that is more of a traditional incubator where we put all of the IP and ideas that weren't quite ready to be full-blown companies, but we knew there were some things there that I also technically lead. So those are the two that I'm CEO of. I founded a company called Avio, that I'm very passionate about, that is really focused on trying to help get these medical technologies to market faster. The work we do is on the backend of medtech, so quality systems, regulatory, R&D project management. But just in the theory that there's so much paperwork that is behind any innovation, like how do we get better at that paperwork so that we can keep innovators doing what they do best. And then we're just really that helping hand alongside. I joke, all of the things I'm involved in, this was my happy accident. I felt like I was building what I needed for my own startups. Literally no intent of anyone else ever seeing this or offering that as a service. And I just remember distinctly, I woke up one day shortly before my son was born and I was like, "Oh, I think there's actually a business here. Maybe I should run it like one." So that's another one. And then passionate about angel investing in early stage as well. When I fundraised for the first time, I was 29. I'm now 37. I get asked that a lot, although you're not supposed to ask a woman her age. When I fundraised for the first time, especially in these early stage rounds, no one looked like me, both in gender or age. And so I'm one of those believers, "Put your own money where your mouth is," even if they were baby checks to start, they were something. And that's been another area that I also spend some time. [00:08:48] Lindsey Dinneen: Yeah. Wow. Okay. So you've got a lot going on to, put it mildly, which is fantastic. You mentioned something that really stood out to me. You're trying to help these startups bring their medical technology to market faster. And I'm curious, are there maybe one or two things that you see a lot of startup companies perhaps either accidentally overlook, or delay too long, or something like that, where, at the beginning, if they had done X, Y, and Z, they could have gotten their technology to market faster. [00:09:21] Morgan Evans: Yeah, a couple thoughts. One is I think people underestimate the amount of time that it takes to formally document all of the things that go into getting your device compliant and on the market. For example, I've had a client before that came to us that had a product that was working. He had tested it, he'd done all these things and it was a software, and ready to go, and submit to the FDA. And then you're like, "Well, we need user needs and product requirements, and your design schema," which, you know, there is a reason that these processes exist and I think they can make you have a better product at the end of it. But I think, you know, people assume, "Let's build the right product first and then worry how to document it." And then you forget sometimes why certain decisions were made or you know, is this actual requirement or was that done because it was an off the shelf thing? And so there is a lot of learning that I think can be lost by waiting. Now all that said, the other part of it would be that if people kind of shore up too fast, so you overbuild the team, you have a quality person, a regulatory person day one that feel like they need to be doing all of the things and justify their full-time job, then you end up documenting and revising. So there is some healthy balance and tension between the two. So it's not easy to get it perfect. But I would say those are the two areas that come to mind. [00:10:37] Lindsey Dinneen: Yeah, that makes a lot of sense. And I can see where the polar opposites could be challenging. So staying happily in the middle, working with an expert such as yourself, is a really wonderful way to go about that. You mentioned angel investing and being passionate about helping. It sounded like based on your own experience, you're very passionate about helping the next generation of leaders and entrepreneurs in this space create the products and bring what they envision to market. As you've gone about this, and even as you learned for yourself how to fundraise, maybe feeling like, "Hey, nobody else looks like me, is my age," or whatever, what are some learning lessons that you've experienced that you would suggest for somebody who's maybe in a similar situation that you were in? [00:11:28] Morgan Evans: Yeah. Some of it is just to be a little bit fearless, I would say. There's a lot of people that have told me over the years, "Pick one. I don't understand how you do all these things." My least favorite question I've ever gotten is, "Do you ever see your kids?" Yeah. But people ask you that, you know? And I think it's easy to let other people tell you what you should be or what your product should look like or your path should be. And I think I have been fortunate to find some wonderful mentors that empowered me to be my own version. I didn't have an example of someone that had built the things in the way that I had built them or that had a couple of them at one time. But I also knew very confidently that I wasn't dropping a ball and I was doing the right thing by the companies I was building and supporting. And it was helpful to have the army behind me that just loved me for me and supported me in that, in developing it. And I think that next generation of entrepreneur, if you can find the same, that's willing to lean in just for you and there's no ulterior motive other than just to see you be successful, hold on with both hands and then pay it forward to the next one. [00:12:38] Lindsey Dinneen: Yeah. Yes. That's great advice and insight. So when you're thinking about your own career and the companies you're leading, what are some things that you're looking forward to in the future as you yourself continue to evolve and develop your own skill sets and whatnot, and also for your companies that you're leading? What are you excited about? [00:12:59] Morgan Evans: Yeah, I think for me, I'm excited about building that next generation of entrepreneur, which we've talked about a little bit. And how do I influence and build and develop those things without me being the one actively leading them? That's been a new learning that I'm continuing to kind of dabble in and grow personally, which is leading through the art of board work or questions or advising, which is different than leading a company by physically being the head of that company. And thinking about how to train and develop and give people enough of a leash to go and run and be them, but yet have that support system that you're still within their appropriate guardrails that-- I'm kind of mixing metaphors, but I think you get it. You know, it's an art, not a science, and one that I'm enjoying learning and growing and developing in this next phase too. [00:13:53] Lindsey Dinneen: Yeah. Well, and speaking to that in general, so I'm sure you've had a mixture as most of us have had, of good experiences with leadership and poor experiences with leadership, and I'm curious how that has shaped your own leadership style now, especially as you're in this new phase of further developing your leadership skills to look a little different than perhaps they have in the past. But what do you draw from and what's your inspiration when you've developed your own leadership style? [00:14:23] Morgan Evans: Yeah. As I mentioned earlier, I've had a wonderful network of mentors that I think have really leaned in and and done it in the right way for the right reason. And I hope to emulate that myself, of being there to grow people and the technologies and the businesses that you're doing and giving them those chances to shine. As a leader, I believe very much in servant leadership. I never want someone to work a weekend that I'm not working as well. But then you kind of realize that isn't always feasible and can feel uncomfortable sometimes. And how I've evolved to give other people those opportunities, but recognize I'm not gonna be in the weeds enough to help them in the same way, it's a journey. I'd love to say I'm at the destination. I'm one of those, I love iterative improvement. I don't think I'm ever at a destination. But just really trying to lead through the art of question, for example, as opposed to coming with thoughts and opinions, has been a big one for me in the last couple months in particular. [00:15:20] Lindsey Dinneen: Yeah. So approaching with curiosity, it sounds like in an effort to understand and or provoke even perhaps that person taking additional ownership or responsibility in their own creative solutions to perhaps what they're coming up with. Are there particular questions you've found that are really helpful as you're shaping these conversations, helping people understand their next right step? [00:15:46] Morgan Evans: Yeah, I, it's funny because one of my mentors that's been coaching me on this is, she's kind of had that progression of learning to shift from, in the absence of leadership, lead, to leading someone else through that. I actually text her periodically and ask her for guidance of, "Hey, they came to me with... This is what I would normally say. How do I frame this in a question such that I'm giving them enough direction, but not leading the horse to water." So it the art of the question is in, in fact, itself an art. In general, I would think about asking something in the framework of, "Have you thought about the ramifications of?" or, " What is the key thing that we should focus on this week?" It's almost trying to pick out what I would focus as being the main thematic issue or next step, and giving them enough of a carrot that they can get there, but not quite telling them exactly how it should be done. [00:16:44] Lindsey Dinneen: Okay. Yeah. So in general those sort of probing questions that might suggest, "Hey, have you thought about X, Y, and Z? Or, what are your thoughts about X, Y, and Z related to this?" And letting them continue to take ownership and responsibility for that. That's really great. One thing I noticed, and I don't know if this is something you currently still do or not, but I was noticing on your LinkedIn that at least at one point you had a Medtech Startup CEO Bootcamp, which just sounds awesome and I would love, if you don't mind, sharing a little bit more about that and what that looks like. [00:17:17] Morgan Evans: Well, the good news is we are doing it, we're doing another one, I think in June. I'm happy to say I don't know the exact date 'cause that means I'm not in it enough to know exactly the dates. So in the spirit of me trying to take myself up a level -- success. But no, it's interesting because I had worked in medtech for five years before business school, went and got a traditional, you know, learning in all things business, right? Graduated, went to Medtronic, did M&A, and then came and did my first startup. And I remember day one it was like, "Do I form an LLC or C corp?" No one had taught me that. And it's funny because, now you can understand the nuance of the question, but I can't imagine how much money I spent on the first attorney. And yes, there's pass through income, but you know, is that appropriate for investors for me to take a disproportionate loss or there's 1202 tax code and all these other nuance. So I started realizing that a lot of just taking the first step where things that you have to learn on your own or find a really awesome board member, advisor, et cetera, to lean in and help you too. Other examples would be, you know, "How much stock options do you normally give your board?" Or, " Should I do a convertible note or a safe? What is a quality system," right? I knew entrepreneurs that had no idea what those things were. So the thought was, "How do I give enough detail to these other entrepreneurs, so where they at least feel that they can ask the right question?" Because to think that I can teach someone the nuance of verification, of validation strategy in an hour or four, versus someone that has done nothing but R&D for 15 years, right? That's not gonna happen. But if you could teach them enough to then say, "Hey, my CTO or contract design partner, should we dry run this test first? Or what test should we dry run?" Right? If we can give those people just enough there to phone a friend, that was the goal of the program. So just giving people that lay of the land and enough of a roadmap. And a lot of this too, like we literally have an acronym sheet because medtech is full of acronyms, and it's funny that like our acronyms can mean something completely different in other people's spaces. And so just even learning the lingo day one, like what's an SOP or CMO or CDO? [00:19:40] Lindsey Dinneen: That's incredible. I love that. That's so great that you have a cheat sheet because I remember that being such a learning curve when I first got into the industry of, " You just said an entire paragraph worth of acronyms and I would love to understand what you're talking about, but I don't yet." so learning how to decipher all of that was great. I'm thankful for it, but yeah, that's wonderful. A cheat sheet sounds fantastic. You know, it's interesting 'cause you mentioned, with this bootcamp, first of all, I'd love that you offer that. What a fantastic offering for anyone in that position who's just needing that support and that extra guidance, and having something that's so specific to the industry is great. Do we just go to your website for details if anyone's interested in that? [00:20:24] Morgan Evans: Yeah, it would be on the aviomedtech.com website. And then I believe there's a tab that is regard to the bootcamp. And yeah, like I said, it's all the stuff that I wish I would have learned or I learned. It took me way too much time and money, that I just want people to know where the landmines are that I had to step on. And if we can just accelerate that learning and that s-curve for the next entrepreneur, we can get these products to market a lot faster. [00:20:50] Lindsey Dinneen: Yes. I love that you offer that. You've gotten to have an amazing career where you've been diving into the industry itself and working for other people, and then of course being a leader in your own companies now as well. I'm wondering if there are any stories that stand out to you as really just affirming, "You know, I really am in the right place at the right time in the right industry"? [00:21:12] Morgan Evans: Yeah, it's funny. I don't get to reflect on this very often, but I co-founded Agitated Solutions and I founded Avio within one week of each other. I didn't know, again, that I was building what I was building on Avio's side. But what's been so much fun is that as I build and grow this awesome company, that's being an entrepreneur myself, being able to take learnings where I see them and try to pull them thematically into Avio so that you kind of have that flywheel effect. So I'm learning that I enjoy both operating within these technology companies, but also trying to figure out what of the system, or the process, doesn't make sense. Like I know other people might do it this way, but why? And, being able to innovate on the system and the output at the same time has been super fulfilling for me. And like I said, it's kind of a little bit of coincidence that it was within one week of each other, but that's part of where I've learned for myself that I don't think I'm fulfilled by just being in one company or one thing fully, and in fact, me being in something else is part of what makes me better at the other thing. So I feel really fortunate to have found that and to know where my passion lies. [00:22:41] Lindsey Dinneen: Yes. That's very cool. And definitely a gift. And you know how things sort of translate into each other-- I was thinking about this earlier because-- I noticed, and you also mentioned that basketball was, and is as my understanding, a core part of your life. And so you've been both a player, you've been a coach. How has basketball played a role in either life lessons, life skills that you've drawn from it, and or how does it just incorporate into your life? [00:23:11] Morgan Evans: You know, it's actually a really fitting question. So first of all, as an athlete, it taught me I cannot stand to be the weakest link on a team. And when you think about that servant leadership, or that hustle or that grit, I was tall, but I was not the most naturally gifted athlete. And so a lot of where I excelled in basketball was on fundamentals, just solid, putting in the time and doing it. And then I got to the point in my career where I could not outwork other people. I could put all the time in the world in there and I was not going-- like I played behind All American Centers when I was at Stanford, and everybody was an All American coming in to play basketball. And it was a good evolution for me to learn a little bit of "How else can I then play a role if I'm not the most gifted athlete?" and to recognize that a team can function well with all those pieces regardless, right? So I don't need to be the leading score to still have an impact on the team was kind of a good mental awareness of how talent gets pulled together to make effective teams. The other thing on the coaching side, so I actually had career ending surgeries between my junior and senior year. And basketball was, and still is, a big love of my life. And to then have my playing days over unexpectedly was a big transition, and I got to see basketball from the sidelines my senior year. And my job then was to make the other players more effective, to study scouting report, to teach, to try to do what I could to get the team ready, knowing I would never step foot on the court. And if you think about some of the parallels we've already just talked about, which is leading through the art of question or being able to lead and guide, but not being able to be out there, running around with everybody else in and of, in itself is a very similar transition to what I'm going through and continue to go through. I coach young women. I did except for this last year. It's been hard with two kiddos, in particular on my husband, especially, you know, we would do travel tournaments and things like that. But coaching young women too, and realizing it's the end result, but it's also wanting them to be good people and life lessons and skills through it. And how do you have them help respond in adversity? All of that, I think, makes me a better leader, and there's a lot of parallels to the working place, for sure. [00:25:35] Lindsey Dinneen: Yeah. Yeah, that's wonderful. And having a gift like that, even when it looks different and morphs over time, I love that you've been able to draw from it such inspiration and application to other areas of life. I think that's really special. Such a cool aspect of being an athlete. So yeah, thank you for sharing about that. [00:25:51] Morgan Evans: Of course. [00:25:53] Lindsey Dinneen: So, pivoting the conversation a little bit just for fun. Imagine that you are to be offered a million dollars to teach a masterclass on anything you want-- could be within your industry, doesn't have to be-- what would you choose to teach? [00:26:07] Morgan Evans: I would teach something on scrappiness. From my experience, I think there's a lot of people that would know the industry really well, but the how to get things done atypically for less money faster. And that's some of the thematic elements that I hope I'm-- not for a million dollars-- but, you know, starting to teach in our bootcamp. Some of the belief that I think sometimes you get these companies in medtech in particular that are kind of overbuilt, too much too soon. And now they have a really high burn rate and everybody has to leave, essentially a unicorn exit or bust. And how can you burn down and mitigate risk with little dollars and making sure you're spending your dollars in the right places early on? I continue to learn from others in that too, I should mention, but I think it's an area with a lot of impact. [00:26:59] Lindsey Dinneen: Yeah, absolutely. And so relevant and helpful for startups that have no choice but to be scrappy and learn how to be creative on a dime. I think that's fantastic. Great. And then how do you wish to be remembered after you leave this world? [00:27:16] Morgan Evans: Yeah. I hope it's something to do with innovating on technologies that improve and help patients, but also innovating with people and process, that hopefully on all of this, that we're leaving the world a little better than we found it. [00:27:33] Lindsey Dinneen: Yeah. Yeah, absolutely. And then final question, what is one thing that makes you smile every time you see or think about it? [00:27:42] Morgan Evans: Definitely my family. I have two kiddos, Marley and Mason. So my daughter's three months, my son is three. And then my husband Matt. It's hard to do all the things that I do without having an amazing support system. And, you know, you can have the hardest, most stressful day and you come home and my son's like, "Do you wanna play with me?" Or, "Let's play hide and seek" or something. And it's just funny how instantly all that stress kind of melts away. Very grateful for my family. [00:28:10] Lindsey Dinneen: Yeah, family is such a gift. Wonderful. Well, this has been such a great conversation, Morgan. I really appreciate you spending some time with us today, and thank you for sharing about your life and your story and your advice. I am excited to see how you could just continue to grow and thrive. I love the fact that you are just a total boss with all the things that you're doing. So thank you for contributing your gifts to the world, and gosh, I just wish you the most continued success as you work to change lives for a better world. [00:28:42] Morgan Evans: Thank you again for having me. I appreciate you. [00:28:45] Lindsey Dinneen: Of course, and we are so honored to be making a donation on your behalf as a thank you for your time today to the Polaris Project, which is a non governmental organization that works to combat and prevent sex and labor trafficking in North America. So thank you for choosing that organization to support. Thank you also to our listeners for tuning in, and if you're feeling as inspired as I am right now, I'd love it if you'd share this with a colleague or two, and we'll catch you next time. [00:29:16] Ben Trombold: The Leading Difference is brought to you by Velentium. Velentium is a full-service CDMO with 100% in-house capability to design, develop, and manufacture medical devices from class two wearables to class three active implantable medical devices. Velentium specializes in active implantables, leads, programmers, and accessories across a wide range of indications, such as neuromodulation, deep brain stimulation, cardiac management, and diabetes management. Velentium's core competencies include electrical, firmware, and mechanical design, mobile apps, embedded cybersecurity, human factors and usability, automated test systems, systems engineering, and contract manufacturing. Velentium works with clients worldwide, from startups seeking funding to established Fortune 100 companies. Visit velentium.com to explore your next step in medical device development.
Ever buy a “miracle app” that promised to automate your business, write your copy, and maybe even walk the dog… only to have it end up collecting dust in a folder called Someday? Same here. That's why this week Conor and I are comparing notes on the AI tools that actually stuck. These are the ones we've folded into our real workflows, the tools saving us time and keeping us sane when the content calendar feels relentless.From editing podcasts into social clips to spinning up client portals in minutes, these five tools are pulling serious weight in our businesses. We talk about Descript's new AI B-roll, what feels different in ChatGPT 5, smart ways to chain prompts for images, why Notion + Notion AI is so versatile, how MidJourney's video option is sneaking into our thumbnails, and where Perplexity and NotebookLM fit into our research and SOP systems. If you've wondered which AI apps are worth your time, you'll find some solid answers here.Key TakeawaysDescript remains our editing hub: Upload the recording, use Find Clips for cold opens, and try the new AI-generated B-roll right in the editor. ChatGPT is our daily driver: We use it for planning, drafting, brainstorming, and research. The new 5.0 update makes it noticeably faster and more direct, which keeps our workflow moving smoothly.Prompt chaining beats giant prompts: Build images step-by-step—create the base, then layer in overlays, text, or tweaks for more consistent results. Notion + NotionAI: Spin up client portals, SOPs, and shared databases quickly. The Save to Notion clipper and mobile share sheet make it easy to stash articles and ideas on the fly. MidJourney's new video option: Great for animated thumbnails, email GIFs, or short loops. NotebookLM for SOPs and team queries: Upload docs or transcripts, then let teammates search only your materials for answers. Keeps systems tight. ResourcesCheck out Conor's Vacation KingdomsConor's 60-day Content Challenge on Instagram My Toolbox, which includes all the tools we talked about!The Ultimate AI Tool for Beginners: Magai (affiliate)----------------------Ecamm - Your go-to solution for crafting outstanding live shows and podcasts. - Get 15% off your first payment with promo code JEFF15SocialMediaNewsLive.com - Dive into our website for comprehensive episode breakdowns.Youtube.com - Tune in live, chat with us directly, and be part of the conversation. Or, revisit our archive of past broadcasts to stay updated.Facebook - Stream our show live and chat with us in real time. Connect, engage, and be a part of our community.Email - Subscribe and never miss a live show reminder.----------------------
Have you ever dreamed about taking a three-week vacation without your business falling apart?Or maybe just getting a full weekend without checking Slack, Asana, or inboxes that feel like they multiply overnight?Friend, if that feels impossible... I want you to know: it's not. You just need better systems.In this solo episode, I'm taking you behind the scenes of what actually allows businesses to scale beyond 7-figures: not magic, not hustle... but systems that work without you.I've worked with business owners making $5M, $8M, and beyond—and you'd be shocked at how many of them are still stuck working in the weeds. And guess what? Most of them have one big thing in common: no solid systems.Here's the truth: you have to earn the right to climb out of the work. And you earn it by building systems that empower your team to succeed without you micromanaging every detail.In this episode, I answer real Instagram questions from fellow entrepreneurs (like Alex and Rachel) who are overwhelmed, overworked, and asking: “How do I get OUT of the day-to-day and INTO scaling?”Together we break down:The myth that systems are something you “do later”Why creating SOPs isn't optional if you want to scaleHow we use tools like Notion and Asana to make our systems airtightMy personal 4-step delegation framework I learned from Teresa LoweAnd YES—I even walk you through an actual SOP from my teamThis isn't just a pep talk. It's a practical guide for how to stop being the bottleneck and start building a business that grows without burning you out.You were never meant to build a business that feels like a burden.Let's change that—one system at a time.Click play to hear all of this and:[00:01] Why being overwhelmed is usually a systems problem (not a hustle problem) [00:52] The cost of not having systems: low profit, constant stress, and no scalability [02:44] Why there's never a perfect time to start building systems [03:37] The hard truth: you must earn the right to delegate [05:24] The 4-Let Delegation Framework that changed everything [06:26] Behind the scenes: Our project management SOP process [07:25] How we use Notion + Asana to build repeatable workflows [08:40] Final encouragement: systems aren't sexy, but they will set you freeListen to Related Episodes:How to Create Team Systems and Operations That Simplify Scaling and GrowthHow to Reclaim Your Time and Boost Business Productivity with Nick Sonnenberg
From establishing blood banks to guidelines on how to collect, store & match blood samples, the SoP makes blood donations easier & standardised for domestic animals.
Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. MiG-21 Retires After nearly 60 years in service, India's iconic MiG-21 is flying into history. Air Chief Marshal Amar Preet Singh marked the farewell with a formation flight alongside No. 23 Squadron, led by Sqn Ldr Priya. Official retirement comes on September 26, closing a legendary chapter in IAF history. Trump Targets India From the Oval Office, Donald Trump praised China while warning India. He spared Beijing but pressed ahead with a 50% tariff on Indian imports, citing New Delhi's sharp rise in Russian oil purchases—from under 1% before the Ukraine war to 42% after. Half the tariff is already in place; the rest lands this week. MAGA vs Trump Trump also stirred his base by saying the US would welcome 600,000 Chinese students. Supporters erupted online, calling it a betrayal of “America First.” With 277,000 Chinese students already in US universities and new visa restrictions announced earlier this year, his comment struck many as contradictory. Mail to US Halted Taiwan joined India and Europe in suspending postal services to America after Washington scrapped its duty-free exemption for imports under $800. Now, every international parcel faces customs duties, leaving families, small businesses, and e-commerce players scrambling as the US mailbox effectively shuts to the world. New Tax Rules India readies its Income Tax Act, 2025. To ease transition, CBDT will issue an SOP on digital seizures, clarifying how officials can access electronic data. Ramesh Narain Parbat stressed no new powers were added, only clearer wording. The aim: consistency, transparency, and predictability for taxpayers. Learn more about your ad choices. Visit megaphone.fm/adchoices
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This week on The Art of SBA Lending, we're joined by Heather Endersen, a true veteran of the SBA world with a career spanning decades. Having managed SBA departments and pioneered business acquisition lending, Heather shares her journey and explains why she made the leap from a top-producing BDO at a bank to launching her own brokerage. Heather gets candid about the shift in the SBA landscape, from the rise of business acquisition loans to the changing dynamics between lenders and borrowers. She also pulls back the curtain on the brokerage model, explaining why it's a more efficient way to get deals done and how it's poised to be the next big thing for lenders who have built a strong personal brand. We also dive into the current challenges facing the industry, including the controversial new policies on preferred equity and seller guarantees.
One of the toughest parts of running a coworking space is managing people. What do you do when your community manager—or any team member—isn't living up to expectations? Do you settle, or is it time to make a transition? In this episode of the Everything Coworking Podcast, Jamie Russo walks through the signs that your team member may not be a fit, what to check before you make a change, and how to confidently prepare for a transition without losing your sanity—or your members' trust. What You'll Learn in This Episode: The common symptoms of underperformance (SOPs ignored, leads lost, disorganization, poor service). How to evaluate whether the problem is training and leadership—or true misalignment. Why “settling” for a mediocre fit costs more than you think. Options for outsourcing parts of the role if only 20% isn't working. How to make SOP documentation a requirement to protect your business. Why the community manager role is often a two-year position—and how to plan for turnover. Steps to take when preparing for a transition, including consulting with an employment attorney. Resources Mentioned in this Episode: Transitioning to a new team member doesn't have to be overwhelming. Community Manager University is your easy button for onboarding and developing new CMs. The program: Trains on industry standards and role expectations. Connects your CM to a global network of peers. Provides expert coaching and real-world support. Learn more at everythingcoworking.com/communitymanager. Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube
If drafts keep boomeranging back to your desk, you're not delegating—you're rescuing.
In this episode of the Drop In CEO podcast Join host Deb Coviello as she welcomes David Jenyns, entrepreneur and founder of Systemology, to discuss how business owners can free themselves from daily operations by building effective systems. David shares his journey from selling the Melbourne Cricket Ground to systematizing businesses, and offers actionable insights for leaders looking to scale and optimize their organizations. Episode Highlights: 01:12 — David’s entrepreneurial journey: from selling the Melbourne Cricket Ground to founding Systemology 12:01 — The seven-stage process for systematizing a business and why “process first” matters 27:14 — Real-world impact: How systemization saved a business 1,000 man-hours and empowered team members 41:01 — Building a culture of systems: Overcoming resistance and the role of the “systems champion” David Jenyns is an experienced entrepreneur who sold the Melbourne Cricket Ground in his early twenties and founded Melbourne SEO Services. He systemized himself out of that business in 2016 and founded SYSTEMology to help business owners implement systems to scale their business. Today, he supports a growing community of certified SYSTEMologists, delivers workshops, keynote addresses, hosts a podcast, and is on a mission to free business owners worldwide from daily operations. Connect with David Jenyns: Company Website: www.systemology.comLinkedin: www.linkedin.com/david-jenyns For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.
Welcome to Day 17 of the Double Your Profit Series — the go-to series for contractors, home service owners, and small business entrepreneurs. Today's topic is a little spicy but absolutely essential: Firing Bad Clients.
Welcome to Episode 292 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode, Ken sits down with Michael Mills, founder of Business Design Corporation and creator of the TouchStone Business System, to explore how law firms can escape SOP chaos and achieve operational independence. With over 25 years of experience as an entrepreneur, software innovator, and Master Certified E-Myth Consultant, Michael has helped thousands of business owners turn disorganized operations into scalable, process-driven companies. His TouchStone platform is built specifically for implementing systems—not just documenting them—making it easier to train teams, maintain consistency, and grow without losing control. What you'll learn about in this episode: AI-generated videos support diverse learning styles - Touchstone uses AI videos to match how different people learn - Tools like HeyGen turn SOPs into clear, engaging video formats Keep processes simple and clear - Processes should be concise and easy to follow - Train staff to write clear, actionable instructions Structure processes by core business functions - Organize SOPs across sales, marketing, HR, and more - Avoid SOP chaos with a clear implementation plan Know when and what to systematize - Only write processes for tasks that are frequent and complex - Focus leadership on high-impact work, not routine tasks Boost training with video and written SOPs - AI videos make SOPs easier to absorb and retain - Use video and text together for stronger training outcomes Resources: Website: www.businessdesigncorp.com/ LinkedIn: www.linkedin.com/in/michael-mills-bdc/ Facebook: www.facebook.com/BusinessDesignCorp Twitter (X): x.com/TouchStoneBDC Additional Resources: https://www.pilmma.org/aiworkshop https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind
In this episode of the Building Freedom Podcast, guest host Josh McMahon welcomes back SOP specialist Jeremy Belleau to share how the right systems can unlock growth and efficiency in your business. They dive into creating SOPs for where you want to be, not just where you are now, plus why “SOPs between SOPs” are critical for smooth handoffs. You'll hear how breaking big roles into focused functions, treating teammates like internal customers, and getting real team buy-in can transform your operations. Packed with practical strategies and fresh perspectives, this episode will help you streamline processes, remove bottlenecks, and set your business up to scale.If you like what you're listening to, we would love it if you could give us a 5-star review! This will help us know we are giving you what you need to grow and succeed as an entrepreneur. Please reach out to us on social media or through our website with other information you might want to hear on upcoming episodes!https://www.4levelcoach.com/https://www.instagram.com/4levelcoach/https://www.facebook.com/4LevelCoach/https://www.linkedin.com/company/4-level-coach
This conversation with former NXIVM members Bron and Denai Johnson was such a hit when we first dropped it here last year that we're doing it again (and yes, Patreon gets it first this time, too). In Part 1, the Johnsons open up about their early days in NXIVM's Vancouver center — from the “too-perfect” community vibes that drew them in, to the personal growth tools they say genuinely changed their lives.They walk us through their POV on ethos classes, SOP weekends, V-Week performances, and the infamous XOSO flop, sharing both the highs and the red flags that finally pushed them to leave. It's a rare, candid look at what NXIVM felt like from the inside, before the headlines, and why it wasn't all bad… until it was.Bron and Denai have moved on to healthier (and much hotter) pursuits — they're now co-hosts of the Hot Johnson podcast, where they mix goofball sibling energy with real talk on health, wellness, and building the kind of relationships you actually want to be in. Follow their adventures and get your dose of Hot Johnson at @hotjohnson.Stay tuned for Part 2, where Denai reveals what happened when DOS came calling.Also… let it be known that:The views and opinions expressed on A Little Bit Culty do not necessarily reflect the official policy or position of the podcast. Any content provided by our guests, bloggers, sponsors or authors are of their opinion and are not intended to malign any religion, group, club, organization, business individual, anyone or anything. Nobody's mad at you, just don't be a culty fuckwad.**PRE-ORDER Sarah and Nippy's newest book hereCheck out our lovely sponsorsJoin ‘A Little Bit Culty' on PatreonGet poppin' fresh ALBC SwagSupport the pod and smash this linkCult awareness and recovery resourcesWatch Sarah's TEDTalkCREDITS: Executive Producers: Sarah Edmondson & Anthony AmesProduction Partner: Amphibian.MediaCo-Creator: Jess TardyAssociate producers: Amanda Zaremba and Matt Stroud of Amphibian.Media Audio production: Red Caiman StudiosTheme Song: “Cultivated” by Jon Bryant co-written with Nygel AsselinSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this thought-provoking episode, we explore the rapidly growing role of artificial intelligence in the fitness industry—and why simply selling “sets and reps” will no longer cut it. Sean and Cody discuss how AI is already capable of building personalized training programs, tracking progress, and even providing habit-based coaching. The conversation highlights why the middle tier of fitness professionals is most at risk, and how those who integrate technology into their practice will thrive in the years ahead.The discussion takes a practical turn, outlining real-world ways coaches and gym owners can leverage AI today—like streamlining SOP creation, speeding up programming, and role-playing tough client conversations. It's not about fearmongering—it's about identifying where AI can free up your time so you can focus on the human side of coaching that technology can't yet replace.You'll also hear a forward-looking take on how advancements in pharmaceuticals, haptic technology, and automation might change what “fitness” even means over the next 50 years. The episode ends with a challenge: pursue excellence relentlessly, because that's the last thing to be replaced—and the skillset that will help you pivot to any new opportunity the future brings.
Title: How Survive When Real Estate Deals Fail with Ruben Kanya Summary: In this conversation, Seth Bradley, a securities attorney and real estate investor, discusses the complexities of capital raising, the importance of experimentation in finding one's niche, and the critical role of networking and trust in the investment landscape. He shares insights from his journey in real estate and tech, emphasizing the need for grit and public speaking skills to succeed in capital raising. The discussion also highlights the challenges of the first capital raise and the lessons learned along the way. In this conversation, the speakers delve into the multifaceted benefits of hosting a podcast, emphasizing the importance of listening and connection. They explore the intricacies of capital raising in real estate, discussing the significance of grit, networking, and leveraging other people's money. The dialogue also covers compliance with securities laws, compensation structures in syndication, and the emerging trend of fund to fund structures. Tribevest is introduced as a solution for simplifying fund management and ensuring compliance in capital raising efforts. Links to listen and subscribe: https://podcasts.apple.com/ph/podcast/raising-capital-the-right-way-compliance-funds-and/id1341895972?i=1000688593916 Links to watch and subscribe: https://www.youtube.com/watch?v=UyF9Z72m2R0 Bullet Point Highlights: You need a license to raise capital legally. Experimenting with different models helps identify what works for you. Building authority and trust is essential in capital raising. Networking with high net worth individuals is crucial. The first capital raise is often the hardest. Grit and determination are key to success in entrepreneurship. Public speaking skills can enhance your ability to communicate effectively. Learning from clients can provide valuable insights for your own journey. You can leverage your existing skills to add value in capital raises. Building a strong network can facilitate easier capital raising. Having a podcast enhances listening skills and fosters connections. Capital raising requires grit, a strong network, and resources. Leveraging other people's money accelerates business growth. Compliance with securities laws is crucial in capital raising. Compensation structures in syndication vary based on deal size and type. Fund to fund structures are becoming more prevalent in real estate. Effective communication is key to successful networking. Tribevest simplifies the process of raising capital compliantly. Understanding the legalities of capital raising is essential for success. Building a community can expedite personal and professional growth. Transcript: Ruben Kanya (00:00.142) whole idea here is you're actually not allowed to raise capital without a license. So just like being a doctor or a dentist or an attorney, you have to have a license to be able to raise capital and it's called a broker dealer or potentially an RIA, registered investment advisor. So if you're not one of those people, if you don't have a license, you need to have an exemption from having that license. if it's your, this is speaking in generalities, but if it's your own deal, if it's your own fund, If it's your own syndication, if you're the one buying the property, that's an exemption. You're exempted. You can raise capital for your own deal and that's okay. And that's kind of the co-GP concept that we talk about sometimes. I actually don't like to say co-GP because to me it's a fallacy. There's no such thing as a co-GP. You're either a GP and an active partner. Who's this? you're an entrepreneur? you're a real estate investor? you're trying to learn from those who did it? Well, come into the lab then. Put your white coat on, gloves on, notepad, and let's go, Joe. Experiment nation this episode was a really fun one with Seth Bradley who is a fun manager Invest in entrepreneurs. He's an attorney he as a startup founders of software as a service and Really what I loved about What he's built is Everything that he's built, it's vertically integrated, which I love, but he really embodies the principles of experimenting. Right. And what I mean by that is he has tried multiple models in real estate, which allowed him to get exposure, which I think is really important when I talk about having a well-rounded experiment in your lab, LabAK being your life, so that you can at least identify (Seth Bradley) (02:10.529) what you like, what you don't like, what gives you return on energy, what drains you. I think those are all important things for us to then be able to niche down. A lot of times we talk about niching down, but we haven't even gotten a taste of what's on the menu to even understand what it is that we want to niche down in. And so part of what I created here at Experimentation in the lab is to bring you folks who can present the menu of the different options that there is in not only real estate, but in business and even career to then give you that exposure so that you can then get a taste even from this show and then implement it yourself and maybe try one or two or three experiments or four or five. How many it takes for you to feel like this is the thing. This is the thing that I'm going to hold on to and grasp to and go all in on. Right. And that's what we did. And keep in mind that life has seasons. A lot of us can do something and it could be four seasons. Your season could be five years, 10 years, 15, but I do believe in the compound effect. his journey, Seth's journey, he was able to get his first duplex, then quads, then small multifamilies and big multifamily units. And the next thing you know, he's doing $120 million a deal just in 2022 alone, right? In one year. But with that, one thing I wanted to highlight, so one thing is the experiment, different exposures, AKA building blocks towards the very thing that he's doing now. But the other thing is being able to get a free, or I should say, get a paid internship. And that's through servicing your clients, learning from them, and then taking a page from their book. He was an attorney that was putting down together his SEC deals of syndications, capital raising, and then he learned from his clients because he had full transparency. Sometimes, often we're in a position where the proof of concept is right in front of us, but we don't grab it by the horns. We just see it for what it is, just clocking and clocking out. No matter what job you have, there's an opportunity for you to actually take lessons, systems, SOPs, structure, any skillset to take it to the next level for your own endeavors. (Seth Bradley) (04:38.252) And what I mean by that is I was a realtor and I was a realtor for the investor. understood how investors, underwrote their deals. And that was my win for me to hone my craft in real estate, underwriting deals, pulling comps, walking properties, understanding value at all. That was when I was the realtor for the investor. You can still look it up on bigger pockets. You can still see my page. That's what I was doing. I was helping investors invest until I then became an investor myself. And in this case, he was an ICC attorney providing these, you know, going through the process of doing syndications, fund to fund, et cetera. And then he learned and he said, not only do I have a practice that does it, but I can also be on the other side of that transaction. So don't you ever forget the importance of being on the other side of the transaction in whatever service that you offer, even if it's just call it. You work in hospitality at a restaurant to make ends meet. There's a system, there's a SOP, there's a checklist. There's something in there that is a proof of concept that you can then take and implement somewhere in your business. And the universe will tell you its secrets if you listen. The clues are all around us. Last but not least, I love our conversation around being an authority, building a brand. Essentially, that's what capital raising is and he talked about three pillars. I don't want to talk about he said money Right is one heart of the center trust in your network, right? Your network is you gotta have a big network He talks about having a platform like this where I think everybody should have a podcast because you get the interview you get to learn the skills of communication listening, etc but most importantly you foster relationship while on the air and then It builds trust to whoever's listening. I'm sure that if you're listening right now and you and I wanted to go into a deal together, there's some form of trust. If this is not your, your first episode. So there's that, right? We talked about having a meetup, restarting our meetups. That's key. Connecting people, they trust in you. Being an authoritative figure, trust. They can't flow you if they don't know you. So stop being cute and stop hiding and put yourself out there. Right? Money. Money follows all of the above network and trust. (Seth Bradley) (07:00.408) people who have money in your network will make it easier than those who are in your network who are broke. So surround yourself with people who have money, not just because they have money, but of course it can help you tremendously if you're trying to raise capital. And there's something that goes about saying with people who have money, it's not that they're better or anything, but there is a level of opulence and abundance. And I think there should be a good balance. But certainly if you're trying to raise money with people who don't have money and you're in a circle, people don't know how many doesn't mean to say that you can't uplift them when you have an opportunity, but it's going to be hard to raise capital from people who don't have capital. Right. So that's one thing to keep in mind. Money trust network and being an authority. You can build an authority from home in the lab, in a studio, in person. And you don't always have to be an expert in something else. Sometimes you can actually have authority within your own circle. If you're a dentist and you're trying to raise capital with other dentists, they trust you. You have authority maybe in your current marketplace, you're a manager of some kind or you're a lead or you're just someone that people really trust. You have that authority. You have trust already with like-minded people in your circle. So this was a great one. He brought a lot of core values home. And that's what I love about the show. It's every time you listen or anytime you interview someone who's had done some amazing leaps and experiments in their own lab, there's always some consistent clues that kind of bring to the surface and maybe it just, I'm aware of them, but if not, my goal is to extract that and make them aware for you. So I trust that you're going to get a lot from this episode without further ado, Seth Bradley in the lab, y'all. Experimentation, what's going on? Your host Ruben here. Today I have the pleasure of connecting with a gentleman that we connected with, had some mutual connections. And I was like, I didn't want to let the serendipity go to waste because I saw there was a mutual beneficial component to the lab, as I always say. And I always think you're as good as your tools, you're as good as your resources. And so I'm really happy to have the gentleman here step into the lab with us to give us insight. And I also love the (Seth Bradley) (09:21.39) I'll call it a vertical integration I think and maybe Seth will keep me honest here, but without further ado I want to welcome Seth Bradley. How's it my man? Welcome to the lab brother Going great, man. Ruben, really appreciate you having me on. Thanks for having me in the lab. Absolutely, man. I should so listen if I'm curious so Seth because you know, we we start to talk a little bit and I was a car We're getting to the weeds of things. I want to make sure I hit this record button, but I'm just a curious guy and I'm so curious that if I'm at a real estate conference and you and I sit next to each other and I say hey I'm Ruben Seth. Nice to meet you. You know, what do you do for a living? What do you lead with because you have a very interesting background? So I want to we're gonna reverse engineer, but I'm so curious as to at the time that we're recording this, what do you lead with if you don't know what my interests are, you don't know where I'm coming from, I could be an investor, I could be interested in putting my money to work, what do you lead with? I'm just so curious. I love that question, man, because sometimes I have a hard time answering it. It's an easy question to answer for most people, but for me, I have to think about it for a second. But typically I'll lead with I'm a securities attorney, specifically a real estate securities attorney. So if you're raising capital for real estate from passive investors, I'm your guy. can help you put together your fund or your syndication compliantly and secondarily, or, you know, one B I'll call it a tech founder. So involved in a few tech startups as well. (Seth Bradley) (10:48.238) That's awesome. Then that opens up the window because I see her tech founder and then I securities attorney. Is that that accurate? Yep, nailed it. securities attorney. would you do you happen to do you still do I mean, of course, you've been involved in raising capital yourself, which is what I want to lead with next. But are you actively investing? And if you are, what is the model? Is it more investing in the startup? Or is it more investing in actual capitals? I should say social capital relationships, or even you know what, maybe it's some form of real estate, what is your current I guess, investing season for lack of better words. Yeah, it's all across the board, man. mean, everything that you mentioned, I mean, just quickly, I started in real estate in 2013. House hacked into a duplex did kind of the bigger pockets podcast. Listen to that. Red Rich Dad, Poor Dad, you know, the typical journey you take and house hacked into a duplex and started buying bigger and bigger properties got to the point where, you know, I wanted to get into syndications and funds and start raising capital. So I started actually investing passively into real estate first and I got my feet wet. Ruben Kanya (12:01.55) figured out what that investor journey looked like. And then I started raising capital myself from my own syndications where potentially I could be just a capital partner or also an operator. So I raised a good amount of capital from 2019 to 2023, I would say, before the interest rates started to spike. And then we slowed down a bit, but we still own a good amount of that real estate and just put it in perspective. We bought about $120 million with the real estate in 2022 alone. And now I'm kind of involved with a handful of tech startups where I'm also in that same capacity where I'm raising capital or helping the CEO raise capital for seed rounds for these startups. Okay, very interesting. So I'm glad let's go to the very beginning because you talked about bigger pockets with shout out to bigger pockets, right? Because that's or did you say bigger pockets? I did hear you say that. Okay, cool. had a mutual kind of, know, I was planning my seeds. I think that they did an amazing job, of course, like minded investors together. 2013 get a duplex. I'm sure one thing I'm curious about and you know, someone else might be listening is, you know, what point now every everyone's situation is different with that said, but at what point did you start to think, okay, it's time to bring in some outside capital and, I'm going to lead with you. It seems that you strike me as a guy who does things strategically. enlighten me a little bit as to get the duplex. Was there another lever that was pulled to get the next property before you start to raise capital? Or is that right away, right into, okay, now it's time to raise capital. Cause duplex going to take me so far. Tell me about that journey. Ruben Kanya (13:43.732) No, I mean, that journey was, you know, a lot of different types of things. mean, I've wholesaled, I've fixed and flipped single family properties. We were doing that in Cleveland for a while. Then we kind of moved on to multifamily, you know, smaller multifamilies up to four units, which is still residential, but then up to, you know, like 16 units, those sorts of things. Then we started getting to where, you know, capital starts getting constrained, your own capital, or if you're doing like a JV, starts getting constrained. But I was fortunate enough that my legal practice, which also started in 2013, was highly related to what I was doing. So as a real estate attorney, my real estate clients were raising capital for their real estate deals. So then I got into securities law. So I saw how they were raising capital. Then I started helping them raise capital from the legal side. And then I started raising, and then I realized that, hey, if we want to go bigger, I've got to be more like my clients who are buying, you know, 50, $100 million properties. How do we do that? Well, like they do it. They need to raise capital from either passive investors or from, larger investors like family offices and places like that. So I knew that that was the pathway. So I was fortunate enough to kind of have that perspective shown to me by my clients and they kind of showed me the blueprint. Hey, this is how you need to do it. Now, a lot of other attorneys see that same blueprint and they don't really have that entrepreneurial mindset. So they're kind of just like that service oriented, Hey, let's do what I'm doing. And I'm just going to help. But I have an entrepreneurial mindset. I I'm like, I want to do that. I want to buy that property. I want to run that business. I want to scale it. like anything else, though, I still had a little bit of reservation, I would say. So I decided to invest passively first just to get my feet wet, just to see what that investor experience was like. And then once I did that a few times, I really got into the active side and dove right in. Oh man, I love so many elements of that. Let's unpack the experiment phase, right? Because that's what I truly believe in. I'm curious to what your thoughts are on this, right? Before I even preface by saying this, I think, and this is just a thought, could be wrong. I'm experimenting life as it is. But when you ask someone, hey, what do you want to do for a living? Right? It's like, well, I don't know. I haven't been exposed to enough. (Seth Bradley) (16:03.116) Right. But then when you start experimenting with a lot of different things, then you can niche down because you've been exposed to like this that I don't like, et cetera. And there's a second leg to that, but I want to touch on that for a second because you said you did wholesale fixing flips, then you need small multifamily. What do you think you were able to gain from that? My personally, when I see that, I see, well, you were able you were able to get insight, but Again, maybe you see things differently. Maybe it's like you needed to do those things and you thought it was true. And then you were led down one path and led to another. What do you take from that? Were you experimenting or was it more or less of the natural progression of events and what you thought was going to be your end all be all ended up progressing into a new ideal. Tell me about that experience. Yeah, I mean, I think it was an experiment. It was me trying. I knew I wanted to be in real estate. I love real estate. I've always been drawn to it. It's just been an interesting thing for me and interesting subject. I remember when I was in undergrad and I couldn't afford to buy any kind of real estate or didn't have a job at all. And I was trying to figure out, well, man, how can I buy like these townhouses that I'm living in and rent those out? Like, I remember just being interested from the get go. So I knew I wanted to be in it, but it was certainly an experiment to see. how to break into the market, how to scale a business. Because once you got into a duplex and your house hacked and bought a few other single family properties, it was like, okay, well, we can continue to do this, but I'm always looking again to scale. And to do that, a lot of times you do need to bring in other people's money to be able to fund that scale. But not always. mean, I think it would be a better pathway, honestly, if you can scale without other people's money, because then you can own 100 % of it. But a lot more difficult to do. So if you want to... you want to grow with scale fast, typically it's with other people's money. And again, luckily I was already in a profession that gave me that experience to be able to see that pathway and be able to execute on (Seth Bradley) (18:02.35) Now tell me that's a great insight or at least a transition point there, Seth, because we, know, in our professions, we spend a lot of time, but not a lot of folks spend the time to have the lens of an entrepreneur to say, hey, maybe I can actually take a page from their book. Right. Because I think it's interesting that it's we all are entrepreneurs. Right. So we go into business ourselves to run away from maybe possibly corporate. Some people. And then we build our own companies. We install systems, we invest in resources. And then it's like, we turn into the thing that we were maybe running away from, but there's a lesson that we get to build it our way and have maybe learned lessons from these big corporations. In your end, it reminds me a little bit of me because I again, certainly not an attorney by any means. And I won't compare being a realtor to an attorney, but you are servicing clients and you get to at least, at least get nuggets from their journey and then say, Hey, why don't, why don't I take a page from their book? Can you talk to us about that? Because I think honestly, it's an unkept almost secret and not even talked about enough where it's like, Hey, you're taking this opportunity right now to get to understand the playbook, see how they've done it, learn from their mistakes, right? Right. Through service and while getting paid. And then you're like, okay, now I'm going to do it for me. So Do you see it that way as well? was it kind of, know, or did you strategically go into it thinking that you do that? Or it was kind of like, you know what? This is kind of cool. Let me try it myself. Yeah, I mean, and Ruben, hats off to you, man, because a lot of realtors and brokers, they're around real estate every single day. That is literally their business. They have access to deals before other people. They get to see things that other people don't get to see. They get to see the transactions. They get to see how they change hands. And as you know, most of them don't invest in real estate. like, you even own your own house? Do you own any investment properties in... Ruben Kanya (20:11.918) 90 % of them don't, right? Unless it's, well, maybe their own house, but that's probably it. They don't invest. And it's crazy to think about that when they're around that all the time. And it's the same thing with attorneys, right? Like, know, they're, whether there's somebody like me, there's real estate or securities, and they have clients that are, that are buying large properties and raising capital, or it's, you know, some other practice like and A where they're combining companies and building companies and things like that. I think that there's a certain entrepreneurial DNA that's in some of us and it's not in others. And that's okay. Like some people thrive in an office atmosphere or thrive in a W-2 type of atmosphere. And a lot of times I don't even like to disrupt that. Like people, you know, are comfortable there. They like the steady paycheck and that's okay. And I think the vast majority of people do want that and they do like that. They like the predictability of it. But some of us out there, like me and you, I believe are, you know, we just, We're not a fit for that. Like we need to build. I think that's the key is, is the build, right? Cause you were talking about, you know, we start putting all the systems and the processes and the things into place to ultimately end up in the, the same machine that we didn't want to work for. But I don't think that's the piece that's important. The piece is important is that that climb the build, we want to build like we were builders. love to build. Yeah. Have you ever had a conversation, with maybe your associates on? I don't know if this is a hypocritical question, because I don't know if I could answer this. But I'm curious, have you had a conversation with another attorney? Like, hey, you see this all the time. Have ever thought of doing it yourself? What's the mindset behind? Have you had that conversation? And have you had around those? Yeah, just curious. Yeah, I definitely, I definitely have. think, you know, at least specifically with the attorney industry or with that profession, we are, we're trained to look at risk. We're trained to evaluate liability. We are trained to be conservative in nature. and that is totally different than when you're an entrepreneur and you're out there building a business and you're, don't know what tomorrow is going to bring. And there's going to be a problem that pops up today that you didn't expect. Ruben Kanya (22:30.01) And you don't know if you're going to be able to pay payroll and all these different things that come up as an entrepreneur, as a business builder, that's totally a different mindset than it is that attorneys are trained for. So I think that's definitely a separation. like, you know, I have a lot of investors that are attorneys. That was, that's who my investor base is. Typically it's other attorneys. A lot of other capital raisers don't go after attorneys because they are paying the ass. We ask a lot of questions. Like I said, we are risk averse. Like, you know, we're not the ideal. person or people to raise from. I'm gonna predict my money isn't really the case. with a cold on the page. 137 second paragraph line four. What does that mean? Why is that? And, know, that's the kind of stuff you have to deal with. But, you know, they do make a good amount of money. So there's a, you know, there's a push, there's a give take there. But, you know, I think that that's, I have identified that with conversations with my investors and obviously my prior colleagues. I mean, that in itself is, is a big difference. It's a big difference. We're just as attorneys, we're just trained to find and look at risk and think about all the bad things that can happen. And man, when you're building a business, when you're growing out on your own and you say, I'm done with my W-2, I don't want that paycheck anymore. That's a lot of risk, right? Or at least it's a lot of risk to a person that thinks that way. I actually don't think that way. I think it's more risky to be have one income stream and be a W-2, but that's certainly not the way that they typically look at it. (Seth Bradley) (24:02.306) Yeah, no, it's interesting what you're saying. But I'm also curious though, that if they are also investing, because it sounds like you've also worked with some associates, or at least your investors have come from the same cloth, it sounds like they might be, instead of again, raising the capital like you are, high risk, high leverage, they're willing to put their money to work. Do you find that And I guess maybe that's it. Do you find that that kind of archetype is finding that to be of a less riskier approach versus flipping versus doing it themselves? Or do you find that it's more of time constraint thing? it's like, listen, I got the money. You mentioned it. I have a high net worth. I'm an accredited investor. Let me just do it with someone who's an expert. What have you seen since you've been on both sides, and especially as a fundraiser? Yeah, I think it's that investor profile. You know, these are folks that make a lot of money from their W-2. They have no time on their hands because their W-2 is so demanding. then any time they have outside of that, it's got to be spent with family. So they really just don't have any time, but they do have capital. So it's just that investor profile that you're dealing with with attorneys and some of the similar, you know, with doctors and dentists and engineers and people like that. Same thing. You know, they're highly paid professionals. You know, they went to school for a long time. They make a lot of money, but they don't have any time. And unless they really want to venture out and say, okay, I want to raise capital or, or, I don't know, you have to figure out a way to carve out more time because they certainly don't have it. I know when I worked in big law firms and I'm trying to bill 2000 hours a year, I don't have time to, you know, invest actively. In fact, I actually got fired from my big law job, my last one, because of that, because I'm raising capital and doing real estate deals. and starting businesses and guess what? You don't have time to do that if you're working at a demanding job, whether that's as an attorney or Dr. Dennis, whoever that might be. So I think it just comes down to that profile and do you have time? Do you have capital? And then whatever one you have a surplus of, that's probably where you're going to fit into the asset. So you can invest if you have capital and no time. Ruben Kanya (26:26.126) You need to find something a little bit more passive and that comes through like funds and syndications and things like that. All right. So that's very helpful and I think very interesting because you've seen both sides. You not only were on the other side, but you've also been the capital raiser and then you've also yourself invested passively. Tell me about the first deal that if you recall, at least the like kind deal when you raised capital, who did you go to? Did you start with your client base? Did you start with friends and family? And then maybe we can even get into the granularity. I know there's different non-accredited, accredited 506V versus 506C. There's a lot of different kind of foundational pillars. But talk to us about what your first deal was like, if you recall some of the numbers and what kind of asset type and then who you actually pulled in. So people can start thinking of actually what's possible when we talk about capital. you know, in fundraising, we think of it as this big thing, but people like you and me can actually start initiating these kinds of transactions. Talk to us about your first one. Yeah, man, I mean, don't remember the actual specifics, but it was like 100 because there's around 150 unit multifamily something like that was your first That was the first raise it was the first raise but I was brought I I wasn't the primary operating partner I brought in as a capital raiser that sort of thing and also providing some legal services as well. Um, but I was (Seth Bradley) (27:48.078) That was your first race. (Seth Bradley) (28:01.422) Hold on. That's interesting. Now you kind of you're kind of double. Is that is that how you got your general partner essentially? Were you a general partner on that? Or were you tell us about that? Because from what I understand, you can correct me if I'm wrong here. You're the expert. You can bring in different subject matter expertise to the table to value your I guess your position and a capital raise. Maybe one is investor relations, one, et cetera. Did you from what I understand, bacon? some of your services and as a GP or is that, what did you? Yeah, for sure. Yeah. I was a general partner on that deal, baking in some of my legal services as well. Started leveraging my skillset that's super valuable. Obviously, it's applicable to these capital raises. I can help you raise capital and also be the securities attorney and also potentially the real estate attorney as well on the deal. So lots of different ways that I can get in there and provide value to the active partnership. But yeah, I I was tasked with raising, you know, half a million dollars. I didn't hit it. I hit way under. I think I might've raised like a couple hundred thousand dollars. And I was pretty happy that I even hit that because it's the first time. I'm, and I'll tell you what, man, like capital raising is hard. Like I think that, you know, you see all these masterminds out there and these coaching programs and things and they're teaching how to raise capital and some are great. And I'm actually in a couple of them. but they are, you know, they, have to sell you on that. easy, right? They have to sell you on, Hey, I'll give you the systems, the processes and boom, you're going to be able to raise a million dollars easily. It's not that easy. unless you already have a built in network of high net worth individuals, that's where you'll find success. Or maybe you have a platform like yours where you can access a lot of people that you already have a relationship with and you'll like, and trust you that love what you're doing. And they're like, man, if he's investing in this, it must be good. So that those people, like you, and then also people that are. Ruben Kanya (29:59.426) we tend to see a lot of doctors and dentists that are very successful right out of the gate. Cause guess what? They work with other doctors and dentists who already trust them, who have money, who already trust them. So they do great. and then others, like me are probably somewhere in the middle, right? We we've got a base of investors that are like attorneys, which seem like they'd be great because they have money, but guess what? They're a pain in the ass. So there's, there's a little bit of give take there. and then you have other folks who, you know, maybe they're a school teacher or something like that where their colleagues maybe don't have a ton of money to invest and they have to follow just like, you know, follow the processes, the systems and the marketing funnels and those things and rely really heavily on that. And typically it doesn't go that well. It doesn't on the first one. You've really got to be scrappy. Like you've got to get in there. You've got to literally make a list of a hundred people that you know, that might want to invest right. type it up, go systematically through that list, and you've gotta break out of your shell and not be afraid to just reach out to these people, no shame, get your pitch together and just do it. And it feels awkward and you don't wanna do it and you feel like a salesperson, but you've gotta do it. You've gotta break through those reservations and make it happen because that first raise is a bear. You've gotta just be. You've got to be scrappy and you've got to do whatever it takes and 10x whatever you think is going to take. Experiment nation, you've heard me talk about how multiple investors across the nation are landing these lucrative midterm rental insurance contracts by making these small tweaks on the branding and marketing side, especially if you're an existing short-term rental operator, there is a quick and easy shift that you can make with the ride guide in place. And because we've launched a two-day bootcamp, (Seth Bradley) (31:59.278) that not everyone could attend in real time, I've put together a recording where you can get all the materials and all the guides to focus on rebranding either your short term rental business or your current midterm rental business so that you can actually have the insurance companies reach out to you. And then day two is if you want to actually play offense, how you can reach out to them by listing on the right platforms, et cetera. If you're looking to get this MTR bootcamp so that you can start optimizing and you can start receiving these lucrative contracts that again, provide less headaches, less turnovers, unlike the Airbnb space, you can start receiving inquiries today by having the right guide in place. So please go to experimentrealestate.com for slash MTR bootcamp or click the link in the bio to make sure you get your hands on the and midterm rental insurance bootcamp to fast track your way into landing these lucrative insurance contracts the exact same ways multiple investors have taken advantage of this unknown and untapped niche within the midterm rental umbrella. Wow, so I'm a systems guy and as you're speaking, I'm taking notes here guys. I heard three key pillars and feel free to add to them because I wanna hear. kind of the downfall of some of what folks are coaching. I heard one is money, number two is trust, and number three is network. And I like how you highlighted those because I hear, well, if you have a network and you can get access and you have a large pool, then there's probably people who are gonna have money in there. Then if you have what I'm hearing is authority, trust, AKA I'm a doctor, you're a doctor, we speak the same language. And by the way, guess what? Third pillar, we all have money. So that's kind of like the sweet, sounds like that's the sweet spot. MTN money trust and network. What did I miss? Ruben Kanya (34:03.89) You nailed it, man. That's it. That's kind of the big level, the high level things that you need. I mean, you need that authority or you need to be able to show that you know what you're doing, that you know what you talk about and what you're talking about, that sort of thing. And then obviously that network, you either have to develop that through your W-2 that you already have or however it might be, or maybe you have a platform, right? Like maybe you have a platform like a podcast or an investor group. or an in-person meetup. We don't do those as much as we used to before COVID, but that used to be a huge thing. Like I were on a real estate meetup in San Diego County or something like that. And it goes, that used to go really, really well for people to be able to raise capital. So yeah, you gotta have that platform. Network. I know, right, Networking lunch. You should bring that back. There's something about because there's something about this, right? This is cool. Like, what a time to be alive where you and I can connect in the flesh. But I want to echo what you just said. Because I'm kind of speaking to myself as a reminder, Ruben, you got to get these meetups going again. We used to do a meetup in New York and Atlanta. And just the relationships that happen in the room and you're being the super connector is so powerful. I wouldn't get cute and just, you know, this is great that you and I can connect while you're in San Diego and I'm here in Boston, but it's not, or it's and, I think we should, I think we should bring it back. Cause I could tell it may a super charismatic dude, great energy. you know, obviously you're authoritative figure and I feel like, I think, it will only service more. never seen. (Seth Bradley) (35:41.87) to have these in there's something about in person. So yeah, I'm just I'm preaching to the choir, but I'm also like, hey, accountability, I'm gonna check up on you. gotta do the same. You gotta appreciate it. Tell me sure man. And it's great. Like when we meet on something like this and we have some interactions on social media and then we get on each other's podcast, you know, get to know each other. And then when you meet in person, you're like, this is awesome. You already feel like you know the person. So technology is a great and right. Another and yeah. Yeah, don't sleep on that fit that in person. We need more of that if anything. And people are, you know what, people I think are actually searching for it with all this technology. So good reminder for the both of us and whoever who's listening. I want to touch on something that you said, Seth. You mentioned, because I like learning from those who either have failed or made mistakes because can expedite our learning process. So you said, First deal typically, uh first one doesn't go well, uh, it's a bear but then you also mentioned that uh, you know Some some mastermind programs, right and there's a lot out there good and bad and some are better than others. Uh, some of them, you know I see I guess uh, maybe Don't um, I should say, um, maybe they fall a little short of helping you get to your first link. What's missing? What's the missing link? We talk about money, trust and network, but like if I wanted to nail it the first time the right way without, and I wanted to learn from someone like you from, your mistakes or from someone else's mistakes or from, know, those masterminds that are just falling short, what is a, is, is it a foundational or at least insight or lesson learn or thing I should keep top of mind in addition to the money, trust and network that would maybe put me in a (Seth Bradley) (37:40.024) position not to have the first one be so challenging. Yeah, I mean, to be honest with you, I think it's going to be challenging no matter what. I mean, I think what I was going to say is actually grit, right? You have to have grit. So I think it kind of it's a counterbalance here where you have a mastermind or coaching program or a class or something like that that you're selling to somebody. And the only way somebody is going to buy it is if you say, hey, buy this or come join me in this group and I'll make it easy for you to do what you want to do. Like that's the selling point. You have to say that it's going to be easy to get them to pay you to do it. But the problem is once they're in, you realize it's not easy. So, you know, People sell the promise, not the process. That's right. That's right. So, you know, I think maybe I don't know if there's any way around that. Like you certainly can't sell it is going to be hard and be like, Hey, well, if you buy my $20,000 program, you're probably not going to make it. So you can, if you want, you know, it's just not, it's not going to work. So I don't know if that's going to change, but I would say maybe once you get into that program, then you preach that, look, I can give you the systems, I can give you the processes. I can even teach you the compliance and I can hook you up with all my different, you know, my network and Ruben Kanya (38:59.21) hook you up with my securities attorney and my CPA and my funnel builder and those sorts of things. But at the end of the day, really emphasize that it's going to be work. You have to not only implement the systems, but you're going to have to scrap. Just like building any business, capital raising is a hard business and you're going to have to do things that are going to make you uncomfortable. And if you don't go all in, you're not going to make it. That's all there is. It's just like any business. or even a piece of a business. So me and my wife own a few gyms together and like sometimes we'll implement like you know, a promotion or something. Right. And if we half asset, it doesn't work. It just doesn't. It simply does not work. You have to have full buy-in. You have to believe in it yourself and you have to get your teammates and your employees to believe in it or they won't or they won't grow in the same direction as you. You've got to be all in just like with any business or it's not going to work. love that. That's a good one. The belief system is certainly a big one. And I'm sure it comes off across, especially in this space of capital raising, you people want to know that, do you believe in what you're saying, right? Just as much as you believe in yourself. That's interesting. So Tactically, was talking to this gentleman yesterday at the gym, speaking of the gym, a young guy, a hustler, you know, making some good money. And we were kind of talking about, you know, journey, you know, part of the journey is, you know, acquiring skill sets and honing your and sharpening the axe, for lack of a better word. And so I'm curious, you know, And I'm going to stick to my pillager because that's a reference point for me. But if I'm thinking of, what is one skill? Not saying for this is the end all be all by any means, just curses. If I was to focus and truly get really, really good at one skill and, can she not just achieve mastery in it? Is it fostering relationships, remembering Seth's birthday, what he does? Is it being able to really get (Seth Bradley) (41:17.998) great at communication and putting together a pitch deck, just to get a little bit more granular of like, what skillsets should I be thinking of, of honing, flexing that muscle and or which skill sets would actually give me an advantage in this space to really double down on? What would you say to that? I'll just lean on what I personally did. And I think that that's public speaking. So it's a lot, it's something that people hate, right? Like most people hate it. There's a small percentage of people that love it. Not very many. Most people say it's their biggest fear. Certainly my biggest fear was public speaking. so I had to overcome that. I realized that in order to be the person that I wanted to be, I needed to overcome that fear. I needed to get good at what I was not good at. And that was certainly it. And I'll tell you what. doing what we're doing now helped me. So I launched a podcast. It helps a lot. You get used to talking, you get used to conversating with people and you being the center of attention and focusing your thoughts and putting them into the words that you want to say. And it, it really helped. And I think that that goes from the top down. So even if you, you know, public speaking, you're thinking about, you know, being on stage and giving a presentation, that sort of thing. Just gonna say. Ruben Kanya (42:34.914) but it trickles down all the way to networking conversations, to having a phone call with an investor. Like it just improves your conversation skills and your communication skills that you have, whether you're on stage, whether you're on a podcast or whether you're on a phone call or a face-to-face meeting with an investor, it trickles all the way down. I love this conversation so much and Seth, you have your own podcast as well. Why don't you plug it in for a second. Sure, it's called the Passive Income Attorney podcast, but I will say that I'm rebranding to Raise the Bar Radio. Obviously a homage to raising capital and being an attorney. Right. No, the reason I bring that is I couldn't, I just want to echo that, that, everything is, is, is a, is a building block, right? I think what's fascinating about having your own show, right? Seth is, you know, that when someone is talking, traditionally, or if you're not well trained, you're already thinking the next thing to say, not really hearing the person. This skillset right here, but we're doing, which I love so much, you know, forces you to be a better listener. You know be able to collect information Digest it analyze it and then respond to it. I've always said I think having a show a podcast is one of the ultimate hacks because of the the the There's just so many multiple benefits associated with it. I'm curious. Do you see it that way too? Or is it just me? Ruben Kanya (44:06.798) just 100 % man 100 % you heard me man like that it's a game changer I mean there's that's to me the number one thing but also you you just get to make connections too right like you get to have guests that you have to have a reason to have somebody on your show that maybe you wouldn't get to talk to for whatever reason or and you get to cross paths with people and you get to say you get to share this experience like we're always gonna have this experience I know when I meet up with people in real life maybe five years later, like at a networking event, I'm like, my gosh, you remember we were I was on your podcast four years ago or whatever. And it's just like, you know, it's like we're high school buddies or something. you know, You know, that's so funny you say that Seth, because I was at a conference and I've seen this dude and it had been so long. He's awesome. And I blanked on his name and I was like, but I like, hadn't seen me yet. So I just went to my episode, scrolled them like that's right. Cause I couldn't put it together. I'm like, why am I playing on it? And we hit it off. went to lunch together. Like it was just awesome. But it's to your point, it's, it's sharing an experience one. It's learning how to communicate, learning how to listen, and then being able to... That's why I actually like being on this side more, because I get to ask you questions. It's having a master class. I'm learning so much right now, and then I get to share with my audience. It's like, Roman, that was just a great interview. like, dude, I self-interest. I selfishly was just as hyped. I'm so glad you got value out of it. So that's awesome, Seth. Let me ask you. So, know, biggest... You talked about the capital raising, challenging, having grit, needing grit, having a network, having money, having relationships. On the other side of this is, ah, this isn't for me. Do you have a message for those folks who are saying, you know, if you're an advocating for it and obviously you have a service around it, you've done it yourself. Sure. It's not for everybody. (Seth Bradley) (46:14.178) Right, but for someone out there who's not thinking this right like I think I was in a meetup There was a gentleman out like 300 something units like single-family homes. I think I think you did it the old-fashioned way old gentleman I'm like, yeah, I'm like damn. what is it? What message you have to like share as far as I? Like pulling on levers, right? That's why a lot of us get into real estate levers being anyone resources capital social capital, etc Can you? Just give us your take on this lever and the power it has. And if someone's not thinking of this, the power it can have. I you mentioned 120 million in 2022. Like help us understand and grasp that for someone who's thinking still like, oh, I'm going to just refinance. I'm going to flip this home and I'm going to OPM. How important is that? It's so important. Like I said, it's scale, right? It's scale and speed. And that applies to any business that you're trying to scale. It's speed. Like, can you get there on your own or maybe finding one partner at a time? A lot of times that's where you start. Like if you're fixing and flipping homes, you get to a max and you're like, I'm going to bring in, you know, Joe Shimo or my brother-in-law and they're going to fund this one deal. And you're doing one house at a time, or maybe you're doing two houses and you're doing three, but that takes time. I mean, it just takes a lot of time to get there. So you're just going to be going like this. Maybe you're going to keep improving and then you're going to have one bad deal and it'll be chopped back down a little bit and they're to keep going. But with other people's money, you go like this, like that you get vertical and you can get, and you can just get economies of scale. can, again, just go with speed and that's what matters in business. Now, maybe that's not for everyone. I do get that. Like, I think if you would have asked me a few years ago, I would have said, this is the only way. Like this is the only way you have to do it. I don't know if it's necessarily for everyone, but if you do want to get to that next level and you want to get there fast, like you want to achieve it soon, then other people's money is where it's at. Like you have to use it like gasoline on a fire. (Seth Bradley) (48:21.678) Tell us about the, I recently heard Alex Formozzi say this, and I think he was talking about how people need to realize that a piece of a watermelon is always gonna be greater than a large grass, like grapes or something like that. I was like, oh, that's a very interesting analogy. Can you break down maybe just for us who are not familiar with the split? when you're raising capital and you have other people's money in play and you know a lot of people talk about assets under management here and there millions here and there but help us understand like what's what's the what's the ratio you helped a lot of clients if someone's a GP on a hundred million dollar deal or a ten million dollar deal how much are they actually taking home right like how much do I make because you know you see a lot even on social like I think that's very interesting for us because you know, we got into the space and we're super lean, but at the same time our margins are ridiculous and it's not about how many doors someone how much profit we make per each, you know, property with all these insurance companies who are paying us like five X what you would traditionally pay. So it's never been about a door contest for us, but that's very prevalent in the industry. Like, we got assets on a management, you know, 20 million here, 120 million. But how much would one. for someone who's listening, or maybe you're not thinking, said pour gasoline on it, how much am I actually taking home, let's say on a $100 million raise, or on a 20 million, 10 million? What's the good ratio? Like what am I making? And then what's the upside of that? And why is it beneficial for me to really pay attention to this? Especially if I am for profit and money driven, and I understand the opportunity that might be at stake here. For sure, man. And you're kind of opening up a can of worms, right? So we'll see where we take this. the general idea here is you're actually not allowed to raise capital without a license. So just like being a doctor or a dentist or an attorney, you have to have a license to be able to raise capital. And it's called a broker dealer or potentially an RIA, a registered investment advisor. So if you're not one of those people, if you don't have a license, you need to have an exemption from having Ruben Kanya (50:41.814) that license. Now, if it's your, this is speaking in generalities, but if it's your own deal, if it's your own fund, if it's your own syndication, if you're the one buying the property, that's an exemption. You're exempted. You can raise capital for your own deal and that's okay. And that's kind of the co-GP concept that we talk about sometimes. I actually don't like to say co-GP because to me it's a fallacy. There's no such thing as a co-GP. You're either a GP and an active partner. or you're not. And what's a co GP. So we call co GPS or the way that the industry tends to frame them as kind of these small capital raisers, right, these small capital raisers that come in and raise a little bit of capital, and they don't participate in the deal in any other way. So they don't provide any services, they don't do any of I got got I got rich friends Right you call me you say Ruben. Can you code GP this? know you can probably bring us an extra 50 million to the table Co GP or you're saying is actually not kosher It depends. So it all depends on how you structure that deal. So if you're bringing a large amount of capital and you're only bringing capital, what you're going to want to do is negotiate managerial or voting rights within that legal entity that you're partnering with. So maybe they're the operating partner and you're the capital partner. And that's okay. So long as you as the capital partner have some sort of like meaningful voting and managerial rights. So that's kind of what private equity does, right? They come in, they raise capital. And that's all they do is provide capital. But guess what? In those legal documents, if something goes wrong, let's say with the property or whatever the asset is, they have takeover rights. They can come in and manage the property and take over the asset management if they want to. Those rights are baked into the legal documentation. And that's what makes it okay, because they are an active partner because they have those managerial and or voting rights. But when you come in as a, let's say a smaller partner, and all you're doing is bringing in capital, Ruben Kanya (52:41.1) and you're not doing anything else. So you haven't negotiated any meaningful rights to make decisions or to manage. you don't actually manage the asset. You don't actually attend the meetings. You don't do anything except, here's my 500,000 bucks from my investors. And then you walk away. That's actually not legal. And a lot of people call that the Code GP model. But actually, you're either an active partner in the deal or you're not. Would it change Seth if I, it sounds like what you're saying is I'm bringing 500K and then I'm just leaving. I'm just like, here you go. Here's, I'm just hooking you up. Would that change if I put my own money into the deal? Now I'm an LP or no, there's more complicated. Now you're, yeah, now you're an LP because it's your money. So you're just an investor. Right. you're saying I could, yeah. So you're saying the difference between the example you just gave is the fact that that person never had money in, they just brought money in. That's none of their own money. And then they didn't do anything. You're saying that's a red flag for lack of better words, if they don't have the proper, I guess, voting rights, manager rights, et cetera. Is that an accurate recap? Yeah, I can use my own capital. I can put my own half a million dollars into somebody's deal and be a passive investor. And that's okay. I'm not raising capital. That's my capital. But if I said, okay, here's $250,000 from my mom and $50,000 from Rubin and another $100,000 from this person and that person. And I put it in a LLC or I just bring them into the deal. Then that is raising capital. You're raising capital from other people. And that's, that's the difference there. (Seth Bradley) (54:14.254) Yeah, so it's almost like you could be stacking, you know, people are a bunch of people are recruiting for the fund, but those folks are not on there as investors. It's aggregated funds, essentially, which could create a problem, right? Is that what you're saying? Yeah. Okay. Yeah. Very interesting. I never even thought of that case study. Yeah. Yeah, I didn't even ask your question though, which was how much money can you make? Right? So typically, typically, and again, we're putting securities laws aside here. We're just talking about kind of industry norms, we'll call it. Maybe 30 % or so is put aside for the capital raising. So 30 % of the GP. let's say there's a syndication where you do a 70 30 split, 70 % goes to the investors, 30 % goes to the general partners. Well, If you bring in, let's say, 100 % of the equity, you bring in all of it, then you'll probably be allocated about 30 % of the general partnership. So 30 % of the 30 % in that example. So you get 9 % of the deal. What did you mean by 100 % of the equity amount following? So if you had to raise, let's say you're closing on a $10 million property and you need to raise $4 million to close it, or let's say the down payment plus capital improvements, something like that, and you bring in the full $4 million, you brought in 100 % of the equity needed to close the deal. Ruben Kanya (55:38.574) Yep. And then overall, so and then what has happened now? So what's going on now or what's happened over the last couple of years is that there have been some very well-known syndicators in the space get investigated by the SEC and people have said, all right, well, now we need to figure out a different way to raise capital, compliantly. Right. And the answer is actually always been out there, but it's had some difficulties and that's a fund to fund. So people out there, they've heard of a fund to fund. This is more a more prominent way, a more compliant way to raise capital nowadays. But I'll tell you what, comparing it to the CoGP model, it's more complicated. It costs more money and it's just a lot more work for you as the capital aggregator or the fundraiser. So people have avoided it because they've just done the CoGP model because it's easier. But now that the CoGP model isn't as available, people are still doing it, but people are kind of shying away from it because of the the investigations that went on. Fund to Fund has become a lot more prominent and you have companies like Tribe Best who I'm chief legal officer for, full disclosure. We put together a Fund to Fund product where we make it cheaper, easier, more compliant, and you can just do it very easily and within five business days because we do everything for you. So instead of you having to find a securities attorney and a CPA, open a business banking account, file your LLC, Walk your investors through the signing ceremony and get them to wire your funds. We call that herding the cats. Do all these things and put your cap table together, do your distributions, all those things that you'd normally have to do. Tribe Best does. And we do it for a very low price in comparison to what I would charge you if you came to me as a law client. Interesting so I like how you just covered the foundation there. Let's go back to the 10 million dollar example, right? Yeah, you put in equity is you said so this is me saying Equity to close is 4 million. And so I'm bringing in 4 million just so I'm clear is do I have and this is my assumption that a Lot of syndicators are also raising the capital for that 4 million. Is that not correct? Ruben Kanya (57:55.032) Typically, yes. Okay, so then you're saying, just want to make sure I understand all the different use cases. So I could be 4 million and then the Delta, I can either traditional lending and or have my investors cover the Delta, which would be the 6 million. Is that accurate? Yeah, I mean you can find however you need to fill in that the debt the equity stack Well wouldn't be the equity stack the full capital stack. Yeah Typical though, it more typical that if I'm the GP to $10 million asset that I'm actually going to raise, I don't know, $3.5 million and put 500K on my own money? Is that more typical than I'm... I would say that is typical. Yep. That is more typical. would say prime example idea, $10 million property, get a $6 million, maybe a little bit more, $6, $7 million loan. And then you raise three or $4 million, whether that's from passive investors or whether that's your own capital that you put in, or maybe you bring in fund to fund investors. (Seth Bradley) (59:02.478) Okay, so that's where I wanted to ask the question, fund to fund. Tell me how that's different than the, bring in 3.5, I bring in 500K to the table, I raised 3.5, now I have a $4 million down payment, we borrow $6 million on debt. Tell me how the fund to fund is different than that approach. Sure. So that deal that you just described, we like to call that when we're talking it with respect to fund to funds, the target deal. So that's the target deal. Like that's the entity and the structure that's buying the asset. So they're buying this $10 million asset. We're actually at the fund to fund level, one level down from there. So we create our own legal structure, our own LLC, and you have your own manager, a fund manager who brings in their own passive investors and they put them in that fund to fund legal entity. And then the fund of fund legal entity actually invests into the target deal. So they come into the target deal as basically a big passive investor. let's say they aggregate a half a million dollars where typically, you know, the average investor might be $50,000. So these are bigger investors. It's just one big investor to the lead sponsor or the target deal, but it's really, yeah, it's really another fund is what it is. So it's a fund of a fund or a fund of a syndication. That is so interesting. so you're saying that is becoming more prevalent. You fund a fund. I mean, I would imagine that's where not to get so far off topic, but that's where a lot of big companies who are deploying their excess capital or investing in. I I guess it's in multiple portfolios, right? Investing, right? mean, there's commercial, there's insurance. I mean, there's so many different things you can invest your money into. Yes. (Seth Bradley) (01:00:46.656) Is that all fun to fun families essentially? For sure. For sure. Yeah. You know, you can call it a fund. There's different kinds of fund to funds. Fund funds aren't new. They've just been deployed in a different way recently or more prominently or more often, which is this kind of this I'll call it. We like to call it an SPV fund to fund single purpose vehicle fund to fund. Now other people will call it that same thing and mean something different, but the way that we mean it is that we create this fund to fund entity. And it's a single purpose vehicle, meaning it's created only to invest in one deal. So that $10 million multifamily deal, we create a fund of an SPV fund of fund only to invest in that one
Qué Temas Quieres Escuchar Toca y Hablemos. TE LEO.Entender los cambios hormonales y su impacto en la salud puede marcar una gran diferencia en la calidad de vida de muchas mujeres. La fertilidad, la menopausia y el metabolismo son procesos que influyen profundamente en el bienestar físico y emocional, y que a menudo generan dudas o preocupaciones que no siempre reciben la atención que merecen.Si bien es posible transitar la menopausia sin síntomas, existen acciones que, si se toman a tiempo, pueden brindarle al cuerpo el equilibrio y bienestar que necesita antes, durante y después de esta etapa.En este episodio de “Cómo Curar", converso con especialistas sobre las causas de los desequilibrios hormonales, sus efectos en el cuerpo y la mente, y las posibles soluciones desde distintos enfoques. El objetivo es ayudar a las mujeres a comprender mejor su salud y a tomar decisiones más informadas y conscientes.Temas que abordamos:● Fertilidad, infertilidad y cuándo buscar ayuda médica según la edad.● Síndrome de ovario poliquístico (SOP) y desequilibrios hormonales.● Menopausia, terapia de reemplazo hormonal y salud metabólica.● El rol de la progesterona y claves para una transición saludable.● Consejos para una menopausia saludable: alimentación, manejo del estrés y prevención.Muchos de estos temas suelen vivirse en silencio o con mucha confusión. Hoy queremos compartir, desde diferentes enfoques, información esencial que te ayude a entender tu cuerpo, cómo va cambiando con el paso del tiempo y qué acciones puedes tomar para lograr mayor equilibrio y recorrer esta etapa con más consciencia y paz.Si sientes que este contenido puede ayudarte (o ayudar a alguien cercano), no dudes en compartirlo. Encuentras el episodio completo en Spotify y YouTube.#CocoMarch #TipsCocoMarch #DoctoraCocoMarch #ComoCurar Fertilidad #Menopausia #SaludHormonal #Infertilidad #TerapiaHormonal #Progesterona #SaludMetabolica #Inflamacion #BienestarFemenino #CicloFemenino #Temporada3 #Episodio116 #Podcast #VitaTienda
Think you're just bad at delegating? You're not. ADHD makes it harder to translate thoughts into steps, hand things off, and feel safe letting go.If you've got a team (or want one), this is your ADHD-friendly shortcut to working less and scaling more.Skye takes you inside a real coaching breakdown of her 5-step delegation system—the same one she teaches founders who are too busy, too burned out, or too overwhelmed to explain what needs to be done.What we cover:Why delegation feels emotionally risky for ADHD foundersHow to stop gatekeeping your own businessWhy your team isn't helping (and it's not their fault)The right way to loop your team in (without micro-managing)For the full SOP playbook, DM me DELEGATE on Instagram or click the link.P.S. If you feel like the bottleneck in your business and life feels like chaos, click here to apply for a call with me. We'll discuss your struggles and explore systems to support you in growing without the overwhelm.
Confira os temas do Check-up Semanal de hoje: Consenso da Associação Latino-Americana de Endocrinologia Ginecológica sobre SOP; Toxina botulínica no membro superior é benéfica em pacientes com paralisia cerebral?; Limiar para transfusão em pacientes coronariopatas; Exploração de via biliar na urgência; Tratamentos para depressão em adolescentes: evidências e diretrizes clínicas. Ouça agora!Confira esse e outros posts no Portal Afya e siga nossas redes sociais!FacebookInstagramLinkedinTwitter
Voxify: AI Voice Assistant for Small Business w/ David Duguan - AZ TRT S06 EP14 (276) 8-3-2025 What We Learned This Week AI Assistant software Aurora for phones Small Business are overwhelmed with many aspects of business from sales to customer service Bad Customer Service costs $ in lost revenue AI Adoption by business is growing as they go from not knowing, to known David is from Ghana in Africa, & tried Soccer, then a DR, to finally land a Tech career Guest: David Duguan, CEO of Voxify, https://hellovoxify.com/ About David Duguan David Duguan is a Ghanaian born and raised entrepreneur, founder and CEO of Voxify. A human innovation company focused on automating and increasing business performance serving the 16 trillion dollar small to medium business market. He was formerly the CTO of a seven-figure tech startup, Visual Solution Nexus. With experience spanning technical leadership, product management, and team-building, he balances big-picture strategy with focused execution. He attended Ball State University and Indiana University Purdue University Indianapolis and studied science. He is also highly skilled in building scalable and efficient technology infrastructure and is a Certified AWS Cloud Architect. He is multilingual with fluency in English, Twi, Fanti and conversational in French, and has a passion for music, good African food, cars, golf, design, art, and cigars. Voxify focused on empowering small business to accelerate growth with an AI Powered phone assistant, Aurora. The platform has proven to fuel new revenue streams for business. In fact, one of Voxify's customers, a small window cleaning company recovered $90,000 in previously lost revenue within a few months. The AI-powered voice automation company transforms how small and mid-sized businesses stay competitive in a fast-moving world. Ultimately the company is redefining business communications for small to medium business which is an addressable US$130billion dollar market opportunity. Aurora Hub ensures businesses never miss a call, automatically handles customer inquiries, and helps owners focus on what matters most—growing their business. Whether it's capturing leads after hours, streamlining Respond to Customer Instantly: Keeps businesses connected 24/7 so every call, lead, or inquiry is captured—no more lost business. Boosts Revenue and ROI: Converts missed calls into booked jobs, helping businesses grow without increasing overhead. Personalized and Customizable AI: Aurora adapts to each business, acting as a seamless extension of staff—not just a tool, but a trusted liaison with real sentiment supporting 29 languages. Delivers Confidence and Control: Owners gain peace of mind knowing communications are handled professionally, even outside of business hours with phone, SMS, web and email. Data at your fingertips: Aurora real-time actionable insights to better understand your business opportunities. Save Time and Money: By handling routine tasks and follow-ups automatically, Aurora reduces the need for extra staff, minimizes scheduling mistakes, and frees up owners to focus on what matters most Keep your customers happy: Aurora ensures prompt, friendly, and accurate responses every time—no hold music, no missed calls. With human-like sentiment and multilingual support, customers feel heard and valued, increasing satisfaction and loyalty across every channel Aurora AI Assistant - has proven to fuel new revenue streams for business and for one small window cleaning company Notes: Voxify Segment 1 Sam Walton, who started Walmart, said the business has only one boss, the customer. Every business needs good customer support, but it rarely gets the attention it needs. Many small businesses are overwhelmed, and allways need to make more revenue. Solution to this problem, introduce Voxify, the AI assistant, that can also help with your internal data. In 2025, data is crucial to a business and helps keep you organized. There is an adoption level in AI that Voxify needs to get their clients to. Part of the problem is just education and awareness. It's not the fault of the business market. They're overwhelmed and unaware of what solutions are out there. Voxify product Aurora is easy to use, and gets over the gap of education. Average business with a solo operator loses calls. They also do not have enough customer insight which creates gaps in their business. Voxify tool solves this. You get the best customer support and you eliminate things customers hate like back-and-forth or voicemail tag. Clients see the outcome fast, and so to their customers. Voxify's real customers, are actually the customers of their customers. Company size of a typical client could be an HVAC, home, plumbing or some type of consultant company. Outcome from their service is an average ROI of 430%, you make more money and stem lost revenue. Services is like a virtual employee that answers the phones and can book a meeting. Educate businesses on the use of AI, need for better customer support and how not having this technology means lost revenue. Segment 2 How Voxify got started: David was working in an architecture startup firm on visuals. The firm had bad customer support. The way their projects worked for payment is half upfront and half at the end. Many payments were late and it was causing internal issues. They had an assistant and a VA answering the phones. This particular architecture firm was a niche market, hard to train on the phones. David had a thesis you could use AI and ChatGPT to build the technology for what they needed. He did this and then validated it with a 200 customers pre-launch. They did lots of research to improve the product. Voxify is a three-year-old company, and they created their main software Aurora in the spring of 2024. David is an immigrant, originally from Ghana, West Africa. Had no formal training in technology or business and had to learn of money as he went. Originally thought about playing soccer, then started to train to be a heart surgeon. Neither of these happened so he went into business. Segment 3 David joked that to succeed in life he was taught you had to be one of three careers, engineer, doctor, or attorney. He spent time working in biotech, and there learned his love to work on things and do research. Then he got the job as the CTO at the architecture visual startup, as a cloud architect. Cloud Architects design technology architecture for virtual machines or databases or software. “Invent our way out of the box, outside the box, outside the status quo.' Ask questions based on intention. Testing Software - Check the text spelling vs the Voice or phonetics. Had to handle customer complaints, check in 24 hours, and provide good customer service. The data portion is very important. Example: window cleaning company. AI assistant has to collect info and see what the customer wants. It's hard for these companies to do a customer baseline price. But customers want an estimated service price, and also what expedient fees would cost to do it fast faster. AI service can help with all of this. Voxify is chasing impact and change to bring down tech barriers. Solve problems with small to medium business and service based companies. Small business is 50% of the GDP in the US. Bring education on AI to the business community. Adoption needs two things: Going from you don't know, to you know. Once they know, and have been educated, easier to adopt the technology. Voxify AI software is $99 a month to start. Software can be trained very fast within a few minutes, just by scraping a client's website and learning the business. Then over time you talk to the AI and you make changes to the info and answers said on the phone. Create an SOP doc / standard operating procedure, outline the process of how the assistant needs to talk to your customers Biotech Shows: https://brt-show.libsyn.com/category/Biotech-Life+Sciences-Science AZ Tech Council Shows: https://brt-show.libsyn.com/size/5/?search=az+tech+council *Includes Best of AZ Tech Council show from 2/12/2023 Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT Thanks for Listening. Please Subscribe to the AZ TRT Podcast. AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business. AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving. Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more… AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/ Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
Ever felt like your business is just as “ADHD-ish” as you are? This week on the ADHD-ish Podcast, I dove into an eye-opening conversation with Diane Mayor about how ADHD traits show up in our business, for better or worse. Diane Mayor is a business-model strategist who deeply understands that revenue is a dopamine number, but profit is a reality number and that you can't scale what you can't see. Diane has the kind of ADHD that makes systems and structure make sense, but she also knows that if it's not fun, it's not going to happen, so she makes sure that it is. If your business model looks sparkly on the front end, but is duct-taped together behind the scenes, don't even think about scaling before taking the lessons in this episode to heart. Here's what to listen for:Dopamine Is a Double-Edged SwordADHD brains seek stimulation, which fuels creativity and enthusiasm—but the excessive pursuit of new ideas can lead to chaos. The trick? Channel that energy into a structured “idea parking lot”—capture your sparks, but choose your focus.Systems Don't Kill Creativity—They Enable ItMany of us with ADHD bristle at the word “structure,” but minimum viable systems (even something as simple as a checklist instead of a 10-page SOP) create the freedom to play, innovate, and keep the momentum going.Rejection Sensitivity & Executive Dysfunction Are Sneaky SaboteursUncomfortable truth: your business can't scale if you get hijacked by every emotional reaction or caught up in decision paralysis. Building in “pause and process” moments—and asking for help where your brain's not wired to excel—protects both you and your team from ADHD inertia.You can absolutely harness ADHD as a strength in your business, but not if you ignore what makes your brain unique. The goal isn't to “fix” anything, but to build a business that works with your neurodivergence in mind.About Diane Mayor After a successful career in corporate finance, Diane transitioned to becoming a business model architect and systems aficionado, after discovering both her ADHD and her passion for untangling business chaos. She helps entrepreneurs create sustainable, scalable businesses built around their unique neurodivergence—not despite it.Website - LinkedIn - The 5- Minute Strategist Podcast - Strategic Business DiagnosticMentioned in this episode:Marshall Goldsmith's book “What Got You Here, Wont' Get You There.”Next Steps:“You can't scale what you can't see.” If this tagline lands, you might be ready for Diane Mayor's Business Blueprint, a laser-focused strategic business diagnostic for telling you exactly what to keep and what to toss before you scale. Click this link to book yours now. Not quite sure whether you want to scale? Click this link for a custom playlist of past ADHD-ish episodes to help
Ever felt like your business is just as “ADHD-ish” as you are? This week on the ADHD-ish Podcast, I dove into an eye-opening conversation with Diane Mayor about how ADHD traits show up in our business, for better or worse. Diane Mayor is a business-model strategist who deeply understands that revenue is a dopamine number, but profit is a reality number and that you can't scale what you can't see. Diane has the kind of ADHD that makes systems and structure make sense, but she also knows that if it's not fun, it's not going to happen, so she makes sure that it is. If your business model looks sparkly on the front end, but is duct-taped together behind the scenes, don't even think about scaling before taking the lessons in this episode to heart. Here's what to listen for:Dopamine Is a Double-Edged SwordADHD brains seek stimulation, which fuels creativity and enthusiasm—but the excessive pursuit of new ideas can lead to chaos. The trick? Channel that energy into a structured “idea parking lot”—capture your sparks, but choose your focus.Systems Don't Kill Creativity—They Enable ItMany of us with ADHD bristle at the word “structure,” but minimum viable systems (even something as simple as a checklist instead of a 10-page SOP) create the freedom to play, innovate, and keep the momentum going.Rejection Sensitivity & Executive Dysfunction Are Sneaky SaboteursUncomfortable truth: your business can't scale if you get hijacked by every emotional reaction or caught up in decision paralysis. Building in “pause and process” moments—and asking for help where your brain's not wired to excel—protects both you and your team from ADHD inertia.You can absolutely harness ADHD as a strength in your business, but not if you ignore what makes your brain unique. The goal isn't to “fix” anything, but to build a business that works with your neurodivergence in mind.About Diane Mayor After a successful career in corporate finance, Diane transitioned to becoming a business model architect and systems aficionado, after discovering both her ADHD and her passion for untangling business chaos. She helps entrepreneurs create sustainable, scalable businesses built around their unique neurodivergence—not despite it.Website - LinkedIn - The 5- Minute Strategist Podcast - Strategic Business DiagnosticMentioned in this episode:Marshall Goldsmith's book “What Got You Here, Wont' Get You There.”Next Steps:“You can't scale what you can't see.” If this tagline lands, you might be ready for Diane Mayor's Business Blueprint, a laser-focused strategic business diagnostic for telling you exactly what to keep and what to toss before you scale. Click this link to book yours now. Not quite sure whether you want to scale? Click this link for a custom playlist of past ADHD-ish episodes to help
The SOP is baaaccckkk!!! Big Nes and Breezy discuss a hard week for Hollywood with the passing of a few of Hollywoods legends. Breezy gives a little insight on the incident with the police officers that handed out a lil “unnecessary roughness”. Also, what's going on with McDonald's and their employees? A question was about bills and the family dynamic. Enjoy my Hulk-a-maniacs!!!! #cigars #cigarsmoker #cigaraficionado #cigarsociety #cigarsnob #bourbon #bourbonwhiskey #bourbonporn #bourbonlover #bourbonenthusiast #podcast #podcastshow #applepodcasts #spotifypodcast #googlepodcasts #BLM #sponsorshipopportunity #podcasthost #TheSOP #smoke_1_podcast
The Advisory Board | Expert Franchising Advice for Franchise Leaders
The Advisory Board Podcast — Featuring Tushar Mishra, Co-Founder & CEO of Delightree Episode sponsored by ClientTether — big thanks to them for supporting the franchise community.In this episode, host Dave Hansen sits down with Tushar Mishra, Co-Founder and CEO of Delightree, to explore how franchisors can stop talking about AI and actually start using it. From automating franchisee support to enabling data-driven coaching, Tushar shares practical, no-hype strategies to make AI an everyday operational advantage—not just a buzzword.You'll also hear how Delightree's tech-first approach is streamlining multi-unit operations across 5,000+ locations, and why your operations team might be sitting on a goldmine of untapped efficiencies.Here's what you'll learn:AI Without the Fluff: Tushar breaks down what's actually working in franchise systems today—from SOP-powered AI search to real-time support deflection.Stop Answering the Same Question Twice: Learn how franchisors are cutting 50% of incoming franchisee questions by transforming ops manuals and training docs into smart, searchable systems.Just-in-Time Learning: Gen Z doesn't want e-learning PDFs. Tushar explains how Delightree is enabling short, actionable, multilingual training that fits the modern workforce.FBCs Supercharged: Discover how AI can prep franchise business coaches with instant, data-backed insights—so they coach smarter, not harder.Data-Driven Onboarding: With mapped rule-based workflows, AI companions, and actionable triggers, Delightree's onboarding toolkit ensures new owners ramp up with clarity and confidence.Predictive Coaching & Churn Prevention: Tushar unpacks how AI tools can flag underperforming units before they go off the rails—and how you can course-correct early using signals from POS data, audits, reviews, and training compliance.Memorable Quotes:“Half of support tickets come from franchisees asking for information they already have—but can't find. AI solves that instantly.”“AI doesn't replace coaching. It just makes your best coach 10x more effective.”“Don't start with AI. Start with a business problem. The right AI will follow.”Connect with Tushar:
Today's episode is a bit of a different one. I asked what episodes you'd like me to touch on, and I got so many requests to do one on tips for early-stage business owners. It's been on my ‘episodes to record' list for months now, and today, we're finally sitting down and doing it.I think if we truly exhausted the list of mistakes I've made and what I've learnt from we would actually be here for days, maybe we'd break the record for the longest podcast of all time (and beat Joe Rogan), but that wouldn't be enjoyable for anyone, so i've picked my 4 most important lessons to go through in this episode, and if you find it useful, we can definitely do more of these type of solo eps! +PITCH DECK TEMPLATEThis audio episode is not sponsored by Adobe but I am working in partnership with them at the moment, and as part of that partnership, we've worked together on a pitch deck template which you can find here: https://adobe.chrd.ly/GraceBeverleyxAdobeExpressYTI know pitch deck best practice is individual to every industry, but I really hope this will help if you're considering investment for your business! Let me know if you use it i'd love to see.+PITCH DECK YOUTUBE VIDEOSSeed: https://youtu.be/G6-J6ipeO4g?si=KwGHi5WwOp0HORfVSeries A: https://youtu.be/9Z3N41LrLck?si=3BJ4-xSh9Zey6_3X+WORKING HARD NEWSLETTERYou can now sign up to the brand new working hard newsletter! We've been talking about launching a newsletter for forever, but I didn't want to do it until we knew it could be the most useful it could possible be! I am personally very against inbox filling fluff, and I'm very picky with what I sign up to, so the brief for the Working Hard newsletter was a 3 minute read that helps you consume smarter, not longer. You don't need me to tell you we waste actual years of our lives scrolling, so I wanted to create a newsletter that was packed full of recommendations, hacks & extra bts from the podcast.You can sign up here: https://graceb.myflodesk.com/k0sfhlac34+SOP doc from my business course, The Business Method: https://thebusinessmethodsop.notion.site/Defining-Your-Business-SOPs-23e68a33e31280b7bc88c758acdbadcd+MY LINKS: https://gracebeverley.komi.io/+RETROGRADE, SHREDDY, TALA and THE PRODUCTIVITY METHOD are my own businesses, therefore any mention of them - whilst not being a sponsorship - is monetarily endorsed. As usual, sponsorships do not change my opinions nor my honesty, but I will always disclaim to make sure motives are clear
The Joint Readiness Training Center is pleased to present the one-hundredth-and-seventh episode to air on ‘The Crucible - The JRTC Experience.' Hosted by the Senior Medical Operations Officer Observer-Coach-Trainer for the Task Force Sustainment (BSB / CSSB), CPT Victor Velez on behalf of the Commander of Ops Group (COG). Today's guests are two senior medical professionals, SFC Daniel Booker and MSG Bradley Robinson. SFC Booker is the Medical Operations NCO OCT for Aviation TF (CAB) and MSG Robinson is the Senior Enlisted Medical Advisor OCT for TF Sustainment (BSB / CSSB). This episode explores the evolving landscape of medical operations in large-scale combat operations (LSCO), emphasizing both clinical care and medical logistics under austere, high-tempo conditions. The discussion begins by highlighting training shortfalls in areas such as prolonged field care, expectant casualty care, and the degradation of trauma skills due to lack of high-acuity exposure. The panel underscores the importance of standardizing Tactical Combat Casualty Care (TCCC) and incorporating behavioral health (BH) into austere environments. Updated triage doctrine—including a two-pass system and the mass casualty management model—is discussed as a key development, reinforcing that triage is not just a medical responsibility but a leader's responsibility across the formation. Observed trends during recent rotations were highlighted, such as the motivation and preparedness of young medics, the resurgence of fieldcraft (digging in, concealment, basic weapons handling), and the movement toward analog systems to reduce complexity. Leader certification and talent management emerge as recurring themes, emphasizing the need for medics to integrate operational planning and communicate effectively with maneuver leaders. Best practices include early development of the medical common operating picture (MEDCOP), effective use of LTP, cross-functional training opportunities, SOP development, and creative training under constraints like limited drill periods. The episode closes with guidance on improving air and ground casualty evacuation operations, promoting distributed medicine concepts, and empowering medics as force multipliers—not just clinicians, but warfighters. Part of S05 “Beans, Bullets, Band-Aids, Batteries, Water, & Fuel” series. For additional information and insights from this episode, please check-out our Instagram page @the_jrtc_crucible_podcast Be sure to follow us on social media to keep up with the latest warfighting TTPs learned through the crucible that is the Joint Readiness Training Center. Follow us by going to: https://linktr.ee/jrtc and then selecting your preferred podcast format. Again, we'd like to thank our guests for participating. Don't forget to like, subscribe, and review us wherever you listen or watch your podcasts — and be sure to stay tuned for more in the near future. “The Crucible – The JRTC Experience” is a product of the Joint Readiness Training Center.
Send us a textLet me guess — your team still pings you for every little thing, and that SOP you swore you'd write is still just a blank Google Doc mocking you from your drive.This episode isn't about operations — it's about freedom. Because if your business can't run without you, you're not leading a business… you're babysitting one. Today, I'll show you how smart CEOs use SOPs that scale — without boring themselves (or their team) to death. And yes, we're making SOPs sexy again. Let's go.In this episode, you'll learn…Why SOPs aren't documentation, they're delegation The 3-step founder-friendly formula to creating systems fastHow AI tools can cut your SOP creation time in halfThis episode at a glance:[02:32]- SOPs don't fail because they're unimportant, they fail because founders write them like robots.[03:43]- If your business can't run without you, it doesn't scale.[13:51]- AI doesn't replace your brain,it skips the parts that drain it[15:04]- SOPs may not scream show me the money, but they absolutely help you keep the money.Resources and links mentioned in this episode:AI for Founders Playbook Join the AI for Founders Community 10 Ways AI Will Make You a Better Leader – Free Guide Tools mentioned: Tango, Loom, Zoom, Otter, ChatGPT, Claude, ScribeWant to increase revenue and impact? Listen to “She's That Founder” for insights on business strategy and female leadership to scale your business. Each episode offers advice on effective communication, team building, and management. Learn to master routines and systems to boost productivity and prevent burnout. Our delegation tips and business consulting will advance your executive leadership skills and presence.
Would your company thrive if you disappeared for six months—or would it crumble? In today's episode of SoTellUs Time, discover the exact frameworks top entrepreneurs use to build self-sustaining, sell-ready businesses that print freedom (and profit) on autopilot.
Jen and Noam kick off this week with a tradlife PSA - don't cheat on your spouse, and don't have meaningless sex. Also, don't let a handler ruin your big chance at connecting with Emma Stone. Next we explore the not-so-curious case of The Late Show with Stephen Colbert getting the axe (well, in 10 months from now) and how, despite this all being fairly SOP for a company getting ready for a merger, media folks want to make this about Trump. And, of course, we can't not talk about Trump's big week in Epstein news, from his telling his base he doesn't want their support if they refuse to believe the Epstein story is a hoax to the Wall Street Journal reporting on a letter that Trump signed (we are trying to not get sued here) for Epstein's 50th birthday book. Haters say it's fake, but we highly doubt that so what now?
Episode 92 – Pica and GI Disease in Dogs and Cats What a fascinating topic and one I've been thinking a lot about in recent weeks. We have seen a spike in foreign body surgeries at my clinic in Abu Dhabi in recent weeks – as we all know, these things tend to come in 3s – and this, together with the publication of the below paper in JAVMA, has really had myself and my team thinking about best protocols when it comes to pica – the ingestion of non-food items – and resulting foreign body retrieval. In this episode I chat about when it might be “normal” for pets to ingest non-food items, what pica means from a behavioural perspective and what physical health diseases aside from GI disease may lead to pica. And, I dive into the below paper and why we have now made it an SOP to get GI biopsies during all foreign body retrieval procedures unless contra-indicated. Here's the paper I talk about in the episode: Perez, J., Ford, S. and Lynch, H., 2025. Pica as a clinical sign of a chronic enteropathy in dogs and cats. Journal of the American Veterinary Medical Association, 1(aop), pp.1-6. Here is the link to my FREE Masterclass, which is happening on July 23rd, 2025: https://katrin-jahn.mykajabi.com/free-masterclass-VB-Treatment-Plan And here is the link to my 2-day Weekend Workshop – “Everyday Veterinary Behaviour Medicine” happening on 2nd and 3rd August, 2025: https://katrin-jahn.mykajabi.com/weekend-workshop If you liked this episode of the show, The Pet Behaviour Chat, please LEAVE A 5-STAR REVIEW, like, share, and subscribe! Facebook Group: Join The Veterinary Behaviour Community on Facebook You can CONNECT with me: Website: Visit my website Trinity Veterinary Behaviour Instagram: Follow Trinity Veterinary Behaviour on Instagram Trinity Veterinary Behaviour Facebook: Join us on Trinity Veterinary Behaviour's Facebook page Trinity Veterinary Behaviour YouTube: Subscribe to Trinity Veterinary Behaviour on YouTube LinkedIn Profile: Connect with me on LinkedIn Thank you for tuning in!
Marketing Strategies for Authors with Doreen DeJesus-Harper Synopsis: On this enlightening episode of The Dreaming Healing Show, host Kathleen O'Keefe-Kanavos sits down with marketing expert Doreen DeJesus-Harper to explore powerful marketing strategies tailored specifically for authors. Drawing on her extensive background, Doreen shares proven techniques and practical advice for authors looking to elevate their books and personal brands in today's competitive market. Listeners will discover how collaborative partnerships, outstanding customer service, and a results-driven mindset—key principles behind Doreen's successful business, Ambicionz—can be applied to the publishing world. The conversation delves into actionable steps authors can take to build authentic relationships with readers, leverage professional networks, and create sustainable marketing campaigns that drive visibility and book sales. Guest: Doreen DeJesus-Harper Bio: After 23 years in Corporate America, with experience in the hospitality, real estate, accounting, and financial industries, Doreen took a leap of faith and retired in 2008 to entrepreneurship. Her extensive training includes business coaching, strategic implementation of standard operations and procedures (SOP's) for entrepreneurs, team management, event coordination, website development and maintenance, social media strategy implementation and management, author, coach and speaker support, data research, marketing, project management, and much more. With such a wide range of services, Doreen ensures that all her clients' needs are met, making them feel secure and well taken care of. Doreen's relationship with her clients is one of a “partnership,” a successful relationship built on a clear focus on specific goals. This clarity ensures a joint commitment and a path to success, making her clients feel valued and important in their journey. Her entrepreneurial client base consists mostly of Authors, Coaches, Speakers, and Solopreneurs. Website: www.ambicionz.com Video Version: https://youtu.be/u5r3d_E8cqM?si=JEYcuyVjXQ4EbBo7 Chat with Kat during Live Show with Video Stream: write a question on YouTube Have a Question for the Show? Go to Facebook– Dreams that Can Save Your Life Facebook Professional–Kathleen O'Keefe-Kanavos http://kathleenokeefekanavos.com/
If you're struggling with overwhelm, spending too much time on administrative tasks, or feeling like the "lone wolf" in your business, you will gain practical insights on how to delegate effectively to create more space for growth and top-notch client service. Join Erin and Steve as they speak with Meghan Early, owner and operator of Spring & Co. VA Services. She specializes in streamlining systems and creating more efficiency in health-focused practices and programs, working primarily with wellness practitioners. You will discover: How to overcome "lone wolf syndrome" and take the leap to bring support into your business Why creating SOPs is "a gift to your future self" and how to make them painlessly The real value a VA brings beyond just task completion Meghan's surprising perspective on AI in administrative support How to find the right fit when hiring team members Meghan is a fascinating guest, having received her Bachelor of Arts, her Diploma in Social Service Work, and her Masters in Peace Studies and Conflict Resolution from top universities. She brings these communication and critical thinking skills to ensure businesses run smoothly and clients feel cared for. Resources Mentioned: Download Meghan's free SOP starter kit: SOP Hub - A guide to support health practitioners take a step towards an organized and streamlined practice. Ready to build your own generous business without sacrificing what matters most? Join our Vision-Led Business coaching program at Superabound where we help entrepreneurs create sustainable growth while staying aligned with their values. Visit besuperabound.com/consultation to learn more.
After losing his first fortune to a Ponzi scheme in his late twenties, Brandon Kraupp didn't lick his wounds—he grabbed a clipboard. Today, his Utah-based Romex Pest Control spans four states, fields nearly two hundred teammates, and runs on an EOS-powered culture that blends door-knock grit with relentless data-tracking. Brandon sits down with the Blue-Collar Twins to share how maxed-out 0 % credit cards and a “just make more tomorrow” mindset turned a single truck into a regional platform. You'll hear: FBI Wake-Up Call – why losing everything crystallized a fearless approach to risk and growth.Door-Knock Science – mastering 55-plus communities and turning authenticity into daily deals.Data over Drama – using market analytics, WiseTack financing, and EOS scorecards to steer every expansion.Culture Moat – six core values, weekly L10s, and therapist-mediated exec meetings that keep 180 people rowing.Next Moves – an aggressive Texas build-out, acquisition targets on the Gulf Coast, and AI sliding into every SOP. Stick around for Brandon's take on “stealth-wealth” margins and a quick CTA to Paul Giannamore's Private-Equity Masterclass playlist—then audit the numbers that actually move your own scoreboard. From PE Teachers to Pest-Control Owners: The Julio Twins' POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps (podcast.co-ready) 00:00 – Cold-open: Brandon on San Antonio's $2 M sprint and ignoring competitors 00:35 – Meet-cute in Denver: Twins recap how Romex hit the Buzz radar 02:00 – Idaho & Utah roots ➜ NC lake life and snowboard obsession 04:00 – Pre-dental student to Yamaha finance wiz; first taste of sales 05:55 – Buying the dealership at 23 amid the 2008 crash 07:50 – The $50 K zero-percent credit-card gamble (dad said “pound sand”) 10:30 – #1 Yamaha dealer award, Hawaii trip & seven-figure exit at 27 12:45 – Houseboat “retirement” on Lake Powell—then the FBI phone call 15:30 – Ponzi fallout: losing everything, choosing bounce-back over bitterness 18:15 – Digital-marketing lessons he'd use to 10x a dealership today 21:30 – Door-to-door debut with Alterra; launching Romex during senior year of college 24:00 – Early offices, small acquisitions & meeting sales phenom JJ 27:00 – High close-rate playbook: 55-plus communities and 10-deal days 30:00 – Golden-Door sellers, mindset of elite reps, and JJ's natural talent 32:45 – Romex footprint: TX, OK, LA, MS—why every growth dollar points to Texas 34:50 – Data-driven market picks; San Antonio case study 35:35 – Revenue targets: $50 M by 2027, PCT Top-40 climb, margin focus 38:00 – Personal goals: lake-house life, golf bets & the women's-attire wager 39:55 – Twins invite Brandon to Potomac 100 mastermind in Puerto Rico 40:30 – Dylan Seals outro & Masterclass CTA
Today's episode is a must-listen for any veterinary practice manager considering a transition to a new practice management software system. Joining the podcast to help us take this on is Heidi Traylor from Covina Animal Hospital. Heidi is a seasoned CVPM and PHR and talks all about her practice's journey in selecting and implementing a new PIMS. Heidi shares the pivotal moment that pushed her team to finally make the switch - when their aging, on-premise system could no longer keep up with their changing needs and the speed of their operations. Heidi and her leadership team evaluated their options, creating a scorecard to assess each system's capabilities against their requirements. Heidi stresses the critical role of her frontline team in the selection process. By taking their feedback on what they loved and hated about the current system, Heidi was able to ensure the new PIMS would truly meet the needs of the users, and she didn't stop there either; she empowered a "technology team" of staff volunteers to test-drive the finalists, providing invaluable hands-on feedback! Of course, no software transition is without its challenges, and Heidi openly reflects on the struggles that Covina faced with training the entire staff. Her advice is to be incredibly patient, provide multiple learning modalities, and don't be afraid to lean on your vendor's onboarding support. Most importantly, though, she highlights the importance of giving the team ample time to adjust before going live. If you're contemplating a PIMS change in your own practice, then you definitely will not want to miss Heidi's wisdom in this episode, so grab a pen and paper because you're going to want to take notes, and enjoy our conversation with Heidi Traylor! This episode is brought to you by CareCredit. CareCredit understands you are busier today than perhaps ever before, so to help free up your time, the CareCredit Health and Pet Care credit card allows clients to access a budget-friendly financing experience. They can learn, see if they pre-qualify, apply, and even pay if approved all on their own. With just the tap of a link or a quick scan of a QR code, they have a friendly, contactless way to pay over time for the services and treatments their pet needs. Show Notes: [1:53] - We hear how Heidi initially resisted change but reconsidered after realizing that Infinity was no longer meeting Covina's needs. [4:58] - To guide selection for a new system, the leadership team carefully curated staff feedback on Infinity. [7:53] - Hear how a detailed, color-coded spreadsheet helped eliminate unfit options and spotlight top contenders. [10:08] - Heidi reveals that, despite some initial nerves, her staff welcomed the change and felt empowered by being included. [12:00] - Jill reflects on team enthusiasm having grown knowing that their feedback would affect the outcome. [14:54] - Heidi reveals that they ended up going with Digitail, and she describes what she loves about it. [16:11] - Heidi reveals that there were some who resisted the change at first, but leadership stayed supportive and aware of growing pains. [18:49] - Preparation took place for about a year and included demos, SOP creation, and training. [21:10] - We learn that training 35+ staff proved to be the biggest challenge. [23:59] - Heidi advises informing clients of software changes early to set expectations and highlight long-term benefits. [25:07] - Be patient with your team while adopting new software, and centralize documentation for smoother transitions. [27:41] - It's important to support staff through change with empathy, preparation, and access to resources. Thank you for listening. Remember you are not in this alone. Visit our website for more resources. Links and Resources: ● VHMA Web Page ● VHMA Coronavirus Resources ● VHMA Facebook ● VHMA Twitter ● VHMA on Linkedin ● Heidi Traylor on LinkedIn ● Covina Animal Hospital Web Page ● Covina Animal Hospital on LinkedIn ● Digitail Web Page ● CareCredit Web Page
[EXPERT VOICES, UNFILTERED] Let's be real: if you're drowning in to-dos, secretly cursing your inbox, and wondering how the heck everyone else seems to “do it all,” this episode is your warm hug and loving kick in the ass. This week, I'm sitting down with the brilliant and hilarious Emily Reagan—freelance marketing coach, founder of the Unicorn Digital Marketing Assistant School, and mom of four (yes, FOUR). She's built her business by helping overwhelmed women turn their random skill sets into profitable freelance careers—and she's here to help you stop wearing all the hats in your business. We dive into: Why delegating before you feel ready is actually the secret to growing faster (and saner) What to outsource first based on your energy, time, and goals The mindset shift you NEED to make if you're moving from solopreneur to CEO The biggest mistakes people make when hiring their first VA (and how to avoid them) What a VA can do (and what they're not supposed to do... ahem, design your website + write your copy + book your dentist appointment) Emily also shares how she built a lean, flexible team to support her limited work hours (think: 10:30 to 2:30 workdays), why she pays her contractors more than herself (yep), and the exact SOP she recommends every business owner create before they hire. Spoiler: You're probably not too early to start hiring—you're just overwhelmed and need permission to let go.
In this episode, we embark on a journey through the textures, aromas, and flavors of the world's largest cheese-tasting festival. Held on May 25, 2025, in Sopó, Cundinamarca, Colombia, this event brought together 1,185 cheese lovers—breaking the previous record of 1,000—with each of us sampling three iconic cheeses: Gruyère, Sopó, and Argovia. Recognized by Guinness World Records, this festival celebrated Alpina's 80‑year heritage and the craftsmanship behind each cheese.This Week's Featured Hashtag#TerribleSummer2025PlansOther Interesting ThingsGuinness Records' Article about the Cheese FestivalKangaroo Valley ShowPitbull feat. Kesha - TimberSend a text to The Ebone Zone! Support the showIf you have questions or comments email ebonezonepodcast@yahoo.com Follow the Ebone Zone on Twitter: https://twitter.com/OfficialEBZLike the Ebone Zone on Facebook: https://www.facebook.com/ebonezoneofficial/Visit www.ebonezone.com for more content!
News and commentary for Thursday, 3 July, 2025. How much more outright treason has to come out before AmeriKans realize that they've been had - and that's it's been SOP for years?
SUMMARY: In this episode, Aaron and Terryn dive into the fascinating world of oil and gas operations with special guest Greg Thomas, President of Delta Oil and Gas. Broadcasting from Fort Worth, Texas. Greg shares his journey from geology and finance to leading a thriving company with field offices in Breckenridge, Texas, and a geologic office in Boulder, Colorado. With a unique perspective on operational excellence, Greg reveals how his team has achieved remarkable 98% efficiency through the implementation of Standard Operating Procedures (SOPs) and Key Performance Indicators (KPIs), transforming the company over the past five years. The conversation explores the universal truths of operations across industries, emphasizing the critical role of people in driving success. Greg discusses his approach to retaining talent by fostering loyalty through innovative incentives, such as allowing technical team members to invest in projects, aligning their success with the company's growth. Also discussed is the importance of institutional knowledge, the value of long-term employees, and strategies for keeping retirees engaged through consulting roles. Along the way, they touch on the challenges of managing visionary expectations, the pitfalls of micromanagement, and the delicate balance of performance-based pay structures. Minute by Minute: 0:00 Introduction 2:26 Let's meet Greg Thomas 5:29 Layoffs during the rise and fall of oil prices? 8:09 Managing people and projects is the same 14:25 Performance pay structure based on KPIs 18:51 How can we all win 20:13 My team all wants to stay
If your brain is a cluttered inbox of to-dos, patient follow-ups, supplement orders, and social media reminders… this episode is your new best friend. We're talking SOPs - Standard Operating Procedures - but not the corporate, 57-page version. These are simple, no-fluff systems that help you organize your day, delegate tasks, and stop wasting time on things you do over and over again. Inside this episode, I'll walk you through: What an SOP really is (and what it isn't) The 3 areas of your business that desperately need one The best tools for creating SOPs - no tech wizardry required A simple 4-step strategy to get started this week (for real) Because when your business runs on repeatable systems, you finally get your brain - and your time - back. Whether you're running solo or have a small-but-mighty team, this episode will help you work smarter, breathe easier, and set your future self up for success. Let's simplify the behind-the-scenes so you can focus on what you do best - taking care of people.
The Efficient Advisor: Tactical Business Advice for Financial Planners
In this episode, we're diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we've included downloadable templates to make implementation easier than ever.Here's what you'll learn in this episode:What a workflow and SOP actually are—and why they matterThe six essential elements of a great SOP (hint: it's more than just steps!)The most common mistakes advisors make when building workflowsHow to test and refine your SOPs before automatingWhy keeping a non-digital copy of your workflows is critical for long-term successBy the end of this episode, you'll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.Let's get building!
En este episodio, Andrea y su tía Delkin continúan explorando los rincones más fascinantes de Bogotá y sus alrededores. Desde la famosa Catedral de Sal en Zipaquirá, el Jardín Botánico y el gigantesco Parque Simón Bolívar, hasta pueblos con encanto como Guatavita y Sopó, descubrirás los mejores planes culturales y naturales para incluir en tu próxima visita a Colombia. También aprenderás sobre la historia detrás de la Laguna de Tota y la leyenda de El Dorado, el imponente Teatro Colón, y hasta un parque temático con un “mini Taj Mahal” colombiano. Todo esto con vocabulario útil y conversación natural para ayudarte a mejorar tu español mientras conoces más sobre la cultura del país. ¡Un episodio perfecto para estudiantes intermedios y avanzados que quieren mejorar su español y planear su próximo viaje a Bogotá! Get the transcript of this episode here: https://www.espanolistos.com/ ¿Quieres tomar clases con nuestras tutoras colombianas? Registrate aquí: https://spanishlandschool.com/classes/ Ellas son divertidas, pacientes y preparan las clases de acuerdo a tus necesidades.
We're in the era of the “hands-off salon owner”—but let's get real: no system can replace your presence. In today's episode, I'm sharing the hard-earned lessons from the seasons I tried to lead from a distance, what fell apart (and why), and how I've come to use systems as a support to my leadership—not a substitute for it.If you've been hoping your SOPs would run the show while you check out, this is your reminder that sustainable success still needs a present leader. Let's talk about the difference between a salon that runs without you and a salon that grows because of you.What you'll learn in this episode:Why “autopilot” doesn't mean “hands-off”How to identify what only you can do in your businessWhere systems help—and where they hurt—when leadership is absentWhat happened when I thought SOPs were enoughHow I use regular check-ins to amplify my leadership (not micromanage)Why sustainability needs both systems and presenceThe difference between taking a break and walking away completelyWant access to my full SOP library + weekly leadership coaching? Join The Monday Club: https://www.lexilomax.com/monday-club
Hiring the right team is one of the biggest challenges brand owners face—especially in the early stages of growth. In this episode of Built for This, Andy Isom is joined by Michael Jordan, co-CEO of Bad Marketing, to break down a smarter hiring strategy for e-commerce and Amazon sellers. We dive into which roles to hire first, where to find top talent outside of the usual “go hire a Filipino VA” playbook, and how to scale your Amazon or E-Commerce team globally without wasting money. If you're ready to stop doing everything yourself and start building a team that actually moves your brand forward, this episode is your blueprint. My favorite SOP recording tool: www.loom.com Get a free audit of your brand to see if you qualify for subsidized management here: www.weavos.io