Podcasts about sops

You don't need fancy SOPs. You don't need a 6-figure income. And you definitely don't need to “get it together” before you start getting help. In this episode, I'm sharing exactly what I wish someone would have told me when I was drowning in to-dos, desperate for help, and still believing I had to do it all myself. These are the 5 biggest lessons I've learned about hiring early, growing alongside your team, and building a business that doesn't burn you out. If you've ever wondered when or how to hire your first assistant—or what to delegate to actually make money—this episode is for you. xoxo, Chelsi Jo . . . Want to build a team and grow your business the systemized way? Inside Systemize to Scale, you'll get every template, workflow, and strategy I use to manage a thriving business and a well-run home—without burning out. This 12-month group coaching program teaches you how to: – Build a complete operating system – Set up workflows so your team knows exactly what to do – Hire and train help (even if you're just getting started) – Free up your time to focus on the work that matters most – Plus, manage your home with ease using my complete home management system—yours free when you join. You don't need to “get it together” before you join. You just need to start. Join now → chelsijo.co/systemizetoscale

In this solo episode, Justin dives into the essentials of creating a business that's not just a job in disguise, but a sellable asset. He explains the critical steps to transition from being self-employed to a true entrepreneur, including removing yourself from daily operations, developing robust standard operating procedures (SOPs), and ensuring clean financial records.Justin also highlights the importance of recurring revenue streams, growth potential, and regulatory compliance to make your business attractive to buyers. Whether you're looking to sell your practice or build a business that runs independently, this episode provides actionable insights to help you achieve financial freedom.

In this solo episode, Heather Bayer returns to the mic for an approachable explanation of the transformative power of AI in short-term rental operations. With over 600 episodes under her belt, Heather has seen just about every trend in this space - but few as game-changing as this. Whether you're a solo host or run a multi-property management company, you've likely heard about ChatGPT, Claude, and AI tools - but how do you actually put them to work? This episode delivers five actionable ways to get started with AI right now, even if you're not a techie. It's practical, encouraging, and rooted in real use cases with everything from guest messaging to building your internal SOPs, and even creating your own AI team member. If you've been feeling overwhelmed by AI or unsure where to begin, this is your moment to step confidently into the future of STR operations. Revolutionize Your Employee Onboarding with THRIVE Essentials: Faster Training, Stronger Teams, Better Results! Discover how THRIVE Essentials accelerates onboarding for new property management staff, boosting performance and reducing turnover. >> THRIVE Essentials Are you listening to this podcast on the move? Get to the show notes here: https://www.vacationrentalformula.com/VRS625

In Episode 196 of the Systems & Workflow Magic Podcast, I chat with Rebekah Read (Bekah) about how to optimize your Black Friday sales page using SEO and AI so your offers are searchable, compelling, and ready to convert in 2025. To read the ENTIRE blog post that corresponds with this podcast, just click HERE

Today, AI consultant and creative tech specialist Ian Anderson Gray shares how to make AI workflows practical, approachable, and downright fun. Ian shares how his unique background as a professional classical singer led him to help entrepreneurs and teams adopt human-centered AI with confidence.We cover everything from voice-powered prompting to automation tools that connect your favorite platforms, plus coding without the headache using emerging “vibe coding” methods. Ian walks through real examples from his work, like building calendar assistants, streamlining podcast production, and using AI as a “second brain” to organize ideas.He also shares his take on when not to use AI, the importance of transparency, and how these tools can help us be more creative rather than replace creativity. Whether you're a seasoned techie or just getting started, Ian's advice will help you start small, think strategically, and build systems that work for you.Key Points:Using AI as a collaborative partner for creativity and problem-solvingPractical automation examples with n8n.ioSimplifying code creation with “vibe coding” tools like Cursor and Claude CodeOrganizing research and SOPs with NotebookLMPrompting techniques that improve AI output and reduce frustrationWhy human oversight still matters in AI-powered workflowsResources:Ian Anderson Gray: https://iag.meConnect with Ian on LinkedInConor Brown – Vacation Kingdoms----------------------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.----------------------JeffSieh.com - Unlock the power of authentic storytelling with me! With over 20 years of marketing experience, I'm here to elevate your brand's narrative in an ever-competitive market. My expertise spans consulting, visual marketing, and producing podcasts and live videos.Additionally, as a

Reach Out Via Text!In this episode of the Growing Green Podcast, Jeremiah Jennings outlines how to keep your lawn and landscaping business thriving through the fall and into winter by strategically offering seasonal services. He stresses the importance of not slowing down in the last four months of the year, but instead leveraging high-margin opportunities like snow contracts (for northern operators), leaf cleanups, gutter cleaning, pruning, pine straw/mulch refreshes, and especially Christmas light installations. Jeremiah shares marketing strategies such as yard signs, targeted emails to existing clients, strategic partnerships, and referral incentives to secure early bookings. He also highlights the value of bundling services for higher revenue per hour and using tools like SOPs (created with AI) to streamline operations. The overarching message: treat the off-season as a prime time to generate revenue, maintain staff year-round, and build momentum for the following spring.Support the show 10% off LMN Software- https://lmncompany.partnerlinks.io/growinggreenpodcast Signup for our Newsletter- https://mailchi.mp/942ae158aff5/newsletter-signup Book A Consult Call-https://stan.store/GrowingGreenPodcast Lawntrepreneur Academy-https://www.lawntrepreneuracademy.com/ The Landscaping Bookkeeper-https://thelandscapingbookkeeper.com/ Instagram- https://www.instagram.com/growinggreenlandscapes/ Email-ggreenlandscapes@gmail.com Growing Green Website- https://www.growinggreenlandscapes.com/

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

Hello, and welcome to another episode of The Blueprint Podcast.   In this Hall of Fame episode, we sit down with one of our Property Entrepreneur Masterminders, Steve Hammond, Director of New Home Company, to explore his transformative journey over the past three years within the Property Entrepreneur community. From a business owner caught in the weeds to a strategic leader with a high-performing team, Steve shares how PE gave him the blueprint to “get out of the way” and let his business thrive.   Thanks to Property Entrepreneur, Steve gained clarity around building a world-class team, implementing national-level systems and processes, and learning to measure what truly matters. With the support of the community and framework, he has appointed a new Project Manager and Finance Manager, developed a full operations manual and SOPs, and introduced a Director's Dashboard that drives better planning and accountability through clear targets and KPIs.   Steve's mindset has shifted dramatically. He no longer sees himself as the hero who must do it all. Instead, he has embraced being a leader - one who delegates effectively, empowers the right people in the right seats, and communicates with confidence. These internal shifts have helped him overcome perfectionism, restructure his operations, and create a business that is designed for growth, sustainability, and freedom.   Throughout his journey, Steve and his company have been recognised both within PE and beyond. New Home Company was nominated for Networking Event of the Year, won Development of the Year, and Steve himself was voted Whitebox Mentee of the Year by fellow mentees—reflecting the high regard in which he's held by peers and partners alike.   Beyond business, Steve has made a significant impact in the charity space. As a top fundraiser for Get Up and Give Back, he personally raised over £20,000, while inspiring his network to raise tens of thousands more. His approach to fundraising mirrored his approach to business: focus on team spirit, gamify the process, and raise the standard. These efforts not only supported meaningful causes but also showcased the power of leadership, culture, and purpose.   Steve's advice to entrepreneurs is simple: if you're still stuck in the day-to-day, it's time to build a world-class team, implement scalable systems, and measure what matters. And most importantly—get out of your own way.   Success and failure are both very predictable.   I hope you enjoy.   This isn't a theory. It's a proven Blueprint.  

This week on Thanks for Visiting, we're diving deep into a topic no host wants to deal with—but every host needs to understand: chargebacks.Whether you've faced one before or you're hearing the term for the first time, this episode will equip you with the knowledge to protect your business from costly disputes. We're breaking down what a chargeback is, why it happens, and the difference between when an OTA is the merchant of record and when you are.We'll share:Real-world scenarios where chargebacks occur (including Sarah's firsthand story)9 practical prevention strategies to deter fraud and false disputesHow to set up guest agreements, SOPs, and red-flag awarenessThe reality of winning a chargeback—and why you should always tryWhy this shouldn't stop you from diversifying your booking platformsFrom spotting last-minute fraud attempts to resolving guest conflicts before they escalate, this episode is your playbook for keeping more of your hard-earned revenue where it belongs—in your pocket.Resources Mentioned in this Episode:Stripe – Payment processor used for direct bookings and OTAs like Vrbo and Furnished Finder.Furnished Finder – A popular platform for finding mid-term tenants.Mentioned in this episode:Minoan | Visit MinoanExperience.com and tell them TFV sent you!Booked & Profitable Boot Camp | Get on the waitlist now at thanksforvisiting.com/waitlistBooked & Profitable Boot Camp | Get on the waitlist now at thanksforvisiting.com/waitlistBooked & Profitable Boot Camp | Get on the waitlist now at thanksforvisiting.com/waitlist

Hate writing but love talking? Here's how one gym owner uses AI to create everything from SOPs to sales scripts without typing a single word.In this episode of "Run a Profitable Gym," Mike Warkentin sits down with gym owner Ryan Webb to explore how AI tools have transformed his gym's operations—with minimal investment of time or money.Ryan shares his workflow for using Wispr Flow and ChatGPT to save hours each week on essential business tasks.He explains how Wispr Flow transcribes and improves spoken thoughts, which ChatGPT can then turn into marketing copy, staff playbooks, sales scripts and much more.These AI tools can even help gym owners navigate tough conversations with employees.This episode will equip you with a complete system for quickly turning your thoughts into polished content that helps you grow your gym.LinksStreamline Ops With AIWispr Flow Book a CallGym Owners United0:58 - Using ChatGPT and Wispr Flow03:49 - Other uses for these tools06:38 - Shortcut for creating staff playbooks12:41 - Feedback on sales scripts16:55 - Future plans for scaling AI

This episode is packed with real insights for coaches, content creators, and entrepreneurs who are ready to stop grinding and start growing with purpose. Learn how a former firefighter-turned-fitness entrepreneur transformed debt and burnout into a thriving online business by leveraging storytelling, strategic systems, and authentic content. Discover practical, proven methods to attract ideal clients, simplify your marketing, and close sales without chasing—so you can build a business that's aligned, impactful, and sustainable.   “ Your message matters, your story matters, and it's time to build a business where you could not only change lives, but make enough money to have the impact and the freedom that you deserve.”   Key points to focus on: Authenticity and Storytelling Drive Business Growth: The speaker emphasizes building a business around your unique story, message, and personality instead of copying generic, aggressive marketing strategies. Predictability Requires Systems: A major turning point in his business was implementing repeatable systems for marketing, sales, and operations.  Messaging is the Foundation of Effective Marketing: Success hinges on communicating the right message to the right people in a way that deeply resonates. Content Should Be Strategic, Not Just Consistent: Posting daily without strategy leads to burnout. Instead, a strategic content ecosystem—anchored by a main social channel, email list, and long-form content (e.g., YouTube or podcast)—maximizes visibility and conversions. Value-Based Sales Are More Effective than Pressure Tactics: Rather than relying on cold DMs or high-pressure sales calls, the speaker advocates for selling through value.  Scale with Simplicity and Leverage: Once the front-end system works, the focus shifts to simplifying the backend—delegating, using SOPs, and leveraging AI tools. This allows business owners to grow while reclaiming their time and avoiding burnout.     Connect with Jason Meland: Email: jason@goliveonlinemastermind.com Website: https://www.growmyvisibility.com/ Instagram: @coachjasonmeland Facebook: Jason Meland - In Demand Coach LinkedIn: Jason Meland

Are you running your business like it will last forever—or planning for when it won't?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Tom Dillon, founder of Frak Finance and a trusted expert in fractional CFO services, business valuation, and M&A strategy. With a background in investment banking and operational finance, Tom helps business owners avoid costly exit mistakes and drive growth with clear, actionable financial insights.Whether you're scaling, buying, or preparing to sell, Tom shares powerful lessons about what drives real business value—and how most owners miss it.

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

For his fourth appearance on The Green Grind, Kory and LeRoy welcome back Sam Gembel, co-owner of Atlas Outdoor, to dive into the strategic side of scaling a landscaping business—with purpose. Sam shares how focusing on leadership, culture, and communication has transformed both client experiences and team performance. From hiring with intention to creating clear SOPs (standard operating procedures), he explains how structure, consistency, and accountability have propelled Atlas Outdoor to the next level. If you're a business owner looking for more than the usual hustle-and-grind narrative, this conversation offers a fresh, sustainable perspective on what real success looks like. Free Trial + 20% Off Jobber for 6 Months: go.getjobber.com/ballardinc Need a Website? Use code GreenGrind to get your first month for $1: greenfrogwebdesign.com/koryballard  

In this episode of No Vacancy Live, Anthony Melchiorri and I sit down with Charlie Lopez, VP & Managing Director of ETC Hotels, the group behind the iconic Casa del Mar and Shutters on the Beach in Santa Monica. Together, we explore what true luxury means in today's hospitality climate — and why it's more relaxed, more local, and more personalized than ever.

This week on The Audit Podcast, we're joined by Genna Smith, Director of Internal Audit at RYAM.   She believes process improvement starts with mindset, and that even the smallest changes can lead to real impact. In this episode, she shares how she's using tools like ChatGPT to build SOPs from the ground up, standardize processes, and support her team through AI adoption.   We also hear how she approaches ERM, why curiosity is her top hiring trait, and how rebuilding a 2007 Forerunner taught her lessons she brings into leadership. If you're interested in practical ways to improve your audit function or how to lead with intention, this one's for you.   Be sure to connect with Genna on LinkedIn.   Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   1:43 – How ChatGPT Can Support SOP Development 6:26 – Building an Effective Analytics Program 9:50 – The One Thing Every Auditor Should Do 11:15 – How Audit Can Support the Organization on Tariffs 13:05 – Playing a Key Role in ERM Facilitation 19:07 – What Successful ERM Change Looks Like 21:26 – Why Process Improvement Matters 29:00 – Demonstrating Real Impact Through Process Improvement 32:48 – Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.    

If you're trying to grow a home service business, your marketing budget is one of your biggest bets — and biggest risks. In this episode of Owned and Operated, John Wilson and Sam Preston host a no-fluff Q&A tackling real contractor questions on lead generation, paid ads, and when to actually bring in an agency.They break down how to allocate marketing spend at every stage — from $1K/month up to $200K — and what it really takes to get traction with LSA, GMB, and PPC. You'll learn how to play offense with your best-performing lead sources, why spreading your budget too thin kills momentum, and how to ride your winning channels like you stole it.If you're struggling to get leads from PPC or Google Ads, they also cover how to fix campaign waste, when landing pages are the problem, and how top operators manage their media vs lead-gen mix to scale past $10M.Whether you're just getting started or dialing in a multi-location growth strategy, this episode is a tactical deep dive into what's actually working right now.

Ever feel like documentation is a four-letter word?

Beyond The Claim Podcast #023 - Featuring Kelsey Daingerfield In this episode of Beyond The Claim, Vince Perri sits down with Kelsey Daingerfield, founder of The Virtual Integrator and The Pocket COO, to break down how to get out of daily chaos and build a scalable, freedom-first business. Kelsey shares her journey from corporate operations to strategic COO-for-hire, and the systems she uses to help entrepreneurs stop being the bottleneck, document their processes, and build operational maturity. If you've ever struggled with SOPs, delegation, or creating a business that runs without you, this episode is your playbook. What You'll Learn: - How to create simple, effective SOPs that your team will actually use - The difference between visionary, integrator, COO, and operations manager - How to turn routines into scalable systems - Why operational clarity can double or triple your business valuation - Using AI to speed up documentation and decision-making Connect with Kelsey: Website: kelseydaingerfield.com Facebook: facebook.com/virtualintegrator Instagram: instagram.com/kelseydaingerfield LinkedIn: linkedin.com/in/kelseydaingerfield Follow Vince & Beyond The Claim: YouTube: youtube.com/@VincePerriOfficial Instagram: instagram.com/vinceperri Website: commercialclaimsadvocate.com #businesssystems #beyondtheclaim #vinceperri #operations #SOPs #scalingbusiness #pocketcoo

If you're ready to hire help—or have tried and been burned—this episode is your roadmap. Susan and Melissa walk you through the full process of hiring, training, and managing help that actually helps. You'll learn how to outsource without frustration, and how to build systems that make delegation (and growth) sustainable. You'll learn: ✅ How to prep before you hire (and why it's the key to success) ✅ What to document before you bring someone on ✅ Where to find the right people—and what to ask before hiring ✅ How to create smart SOPs and clear expectations ✅ The #1 thing most people skip when they hire (and regret later)   Links Mentioned: Buy Back Your Time by Dan Martell https://www.buybackyourtime.com/ Fiverr https://www.fiverr.com/ Episode #63 – Finding the Right Help https://thesocialsalesgirls.com/what-to-do-when-you-need-new-customers-episode-263/

Ready to save $10k-$50k in taxes this year? https://taxstrategy365.com/yt-appIf you're a business owner still drowning in $15/hour tasks, you're not building — you're burning out. In this video, I'm breaking down the exact process I've used to hire and train 20+ virtual assistants to run the backend of my businesses — including my CPA firm, Airbnb portfolio, and personal brand.Whether you're looking for a virtual assistant for real estate, a tax firm, or general admin work, this episode covers everything from identifying your genius zone, writing job descriptions with filters (like the Van Halen “brown M&Ms” test), to onboarding and managing overseas VAs the right way.Want me to answer your questions live? Come to my next Ask Me Anything Q&A: https://taxstrategy365.com/yt-amaLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa*None of this is meant to be specific investment advice, it's for entertainment purposes only.how to hire a virtual assistant • virtual assistant for real estate • virtual assistant for cpa firm • virtual assistant onboarding process • SOPs for virtual assistants • how to manage virtual employees • hiring a VA overseas • hiring virtual assistants from the Philippines • how to train a VA • systems over hustle • virtual assistant job description example

Is it a battle between Google Ads and Meta Ads? Stop the debate! Our Meta Ads Manager, Jonathan Paquin, shares why running BOTH ad platforms is the smartest strategy. Learn how they work together to capture high-intent searches and build brand awareness for maximum sales. He also shares why turning off one can hurt the other, and how to use a holistic approach to accurately measure your sales across both channels.Our Marketing Director, Bryan Caranto, asks our experts your questions! So don't hesitate to type away in the comment section below. Related videos:

This is the real reason you're stuck at 25 deals. Most real estate agents hit a production plateau where they feel like they're on a hamster wheel, working harder without growing. If you want to know how to scale a real estate business and go from 25 to 50+ deals a year, this is the episode for you. We'll show you how to break through the plateau by making a key mindset shift, moving from being a solo agent to a CEO. This episode answers the burning question: when to hire your first real estate assistant and details a strategic framework for realtor business growth without burning out.In this episode, you will learn:✅ The key mental shift required to escape the plateau.✅ The exact process for creating real estate systems and SOPs before you hire.✅ Why most agents get stuck and what to do about it.✅ The difference between working hard and working smart, and how to start creating systems for your real estate business.✅ How hiring a transaction coordinator can free up your time for dollar-per-hour activities.✅ The common mistake agents make when hiring and how to avoid it.✅ A roadmap for how to grow a real estate agent business from the "foundation" stage to the "momentum" stage.This is the start of our series, "The Agent Roadmap," designed to give you everything you need to keep growing and scaling your business.

How to Break Free from Founder-Led Operations: Ral West's Six Principles for Entrepreneurial FreedomIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Ral West, founder of Ral West: Livin' The Dream, a business coach and serial entrepreneur who helps six- and seven-figure founders step out of the day-to-day grind. Ral shares how she and her husband went from being tied to every task in their business to building systems that gave them true freedom. She breaks down her six principles for entrepreneurial freedom and explains how founders can delegate with confidence, build teams that thrive, and create businesses that support the life they actually want.Ral West's Six Core Principles for Scaling Without BurnoutRal West knows firsthand how easy it is for entrepreneurs to become the bottleneck in their business. Her six principles offer a practical, proven roadmap to shift from overwhelmed operator to empowered owner.The journey starts with building robust systems. Ral emphasizes that without clear, repeatable processes, founders stay stuck handling every detail. She recommends documenting even the smallest tasks and investing in tools like SOPs, automation platforms, and video training. Next, she encourages founders to measure and track data relentlessly—what gets measured gets managed. Setting up dashboards and reviewing KPIs regularly keeps the business on track and reveals areas for improvement.One of the biggest mindset shifts comes through leveraging your time through delegation. Ral explains that true growth comes when founders stop doing everything themselves and start empowering others. She outlines how to delegate with structure, train your team effectively, and release the fear of imperfection. From there, it's critical to intentionally shape your company culture, develop your team, and deliver exceptional customer service. When these principles are in place, the founder becomes the visionary—not the workhorse.About Ral WestRal West is a serial entrepreneur, business coach, and founder of Ral West: Livin' The Dream. With decades of experience building and exiting multiple businesses, she now helps high-earning entrepreneurs reclaim their time, build systems, and scale their companies sustainably.About Livin' The DreamRal West: Livin' The Dream is a coaching and mastermind brand that equips entrepreneurs with tools to scale their businesses without burnout. Through small-group programs, personalized mentorship, and practical business systems, Ral helps founders design businesses that serve their lifestyle—not the other way around.Links Mentioned in this Episode:Ral West on LinkedInRal West: Livin' The DreamEpisode Highlights:The six principles for escaping founder-dependency and reclaiming your timeHow to build systems that let your business run without youWhy delegation is the key to sustainable growth (and how to do it right)Ral's advice on letting go of sales and building a strong teamA roadmap for founders ready to trade burnout for freedomConclusionRal West's story is a powerful reminder that you don't have to be everything in your business to make it succeed. By building systems, empowering your team, and intentionally designing your operations, you can create a business that gives you both profit and freedom. Whether you're buried in sales calls or wearing every hat in your company, this episode gives you a clear path forward—one that leads to entrepreneurial freedom on your own terms.Apply to be a Guest

In this episode of the Building Freedom Podcast, guest host Josh McMahon talks with 4 Level Coach Success Coach Jeremy Belleau about navigating change and building effective SOPs. They explore why most people resist change, how to earn genuine and lasting team buy-in, and the owner's critical role in driving and sustaining transformation. Josh and Jeremy share practical strategies on creating a culture of accountability, engaging your team beyond the initial rollout, and knowing when to pivot if a change isn't working. They also dive into designing SOPs that go beyond your current way of working, helping you scale, improve efficiency, and set your business up for long-term success.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

Are your Google Ads campaigns getting seen but not clicked? Paid Social Managers Emily Hlavac and Emma Nold reveal why boring, repetitive, or off-brand visuals are costing you sales. They share tips on how to create scroll-stopping ads that stand out, engage your audience, and drive clicks. Watch this video now.Related videos:

In this throwback episode, Monica gets real about one of the least glamorous, yet most powerful tools for building a business that lasts: Standard Operating Procedures. Whether you're a one-person show or leading a team, documenting your processes might be the difference between staying stuck and scaling smart. Monica shares her own journey from handwritten scripts to training software, and how SOPs became the backbone of her company's growth.This episode is for anyone who's tired of repeating themselves, wasting time, or feeling like no one else can do the job “right.” Spoiler: they can... if you show them how.What you will learn in this episode:How to create simple SOPs that save you time and moneyHow to make training new employees easier and more consistentHow to use tools like Google Docs, Trello, and Trainual for documentationHow to avoid common mistakes that hurt productivity and qualityHow to prepare your business for growth — even if you're solo right nowTune in now and take the first step toward building a business that runs smoothly — with or without you.Listen, subscribe, and leave a review to support the show and join a growing community of entrepreneurs like you!Episode Sponsor -  Zeus' Closet Helpful Entrepreneurial Resources from Become Your Own BossHelpful Entrepreneurial Resources from Become Your Own Boss⁠Monica FREE ebook⁠Get your⁠ Become Your Own Boss Planner⁠Get the 30 point checklist for building a clothing brand at www.zeuscloset.com/checklistWays to reach Monica:Instagram: @becomeyourownbosspodcastEmail: monica@monicaallen.com

In this Throwback episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews serial entrepreneur Roland Frasier on scaling ecommerce businesses from seven to eight figures and beyond. Roland shares actionable strategies around business acquisitions, including seven key categories: competitors, media, teams, products, affiliates, supply chain, and intellectual property. He explains how acquiring proven assets—rather than building from scratch—can accelerate growth, reduce costs, and expand market reach. The conversation also covers practical tips on systematizing operations and quick profit wins, providing high-level insights for ambitious business owners ready to break through growth plateaus.Chapters:Introduction to the Episode (00:00:00)Host introduces Roland Frazier and outlines the focus on acquisitions, strategic relationships, and marketing for scaling ecommerce.Why Acquisitions Matter (00:00:54)Roland explains why acquisitions are a key strategy for successful business growth, especially for scaling quickly.Seven Categories of Acquisitions: Horizontal Integration (00:01:05)Discussion of acquiring competitors (horizontal integration) as a way to double business size instantly.Acquiring Media Assets (00:02:09)Explains the value of acquiring media channels (blogs, newsletters, podcasts, social groups) to own customer attention.Owning vs. Renting Media (00:03:16)Benefits of owning media versus renting, including control over messaging and customer access.Types of Media Acquisitions (00:04:17)Covers various media types to acquire, including blogs, Amazon listings, and social media groups.Micro-Influencers and Small Media Deals (00:06:26)How small media assets, often run by micro-influencers, can be acquired affordably for business growth.Acquiring Teams and Infrastructure (00:07:15)Introduction to "aqua hiring"—acquiring companies for their teams and operational infrastructure.Acquiring Products, Services, and Affiliates (00:07:32)Strategies for acquiring complementary products, services, and even affiliates to boost sales and margins.Supply Chain and Distribution Acquisitions (00:08:28)Explains acquiring suppliers, distributors, and other value chain participants to capture more profit.Acquiring Intellectual Property (00:10:15)Discusses licensing or acquiring intellectual property to innovate and expand product offerings.Summary of Seven Acquisition Categories (00:10:27)Roland summarizes the seven main acquisition categories and the vast opportunities within each.Actionable Takeaways for Listeners (00:12:01)Host recaps three actionable steps: identify acquisition targets, raise prices/negotiate terms, and create SOPs.Book Recommendation: Black Box Thinking (00:13:34)Roland recommends "Black Box Thinking" and shares its impact on his business mindset.Where to Find Roland Frazier (00:14:51)Roland shares where listeners can connect with him, his challenge, podcast, and social media.Episode Wrap-Up (00:15:25)Host thanks Roland and closes the episode.Links and Mentions:Tools and Websites  Get Epic Challenge Epic Network Business Lunch Podcast Books  Black Box Thinking Social Media Links  Roland Fraiser on LinkedInTranscript:Josh Hadley 00:00:00  Welcome to the Ecomm Breakthrough podcast where I interview the top business leaders in eCommerce. I'm your host, Josh Hadley. Today I'm speaking with Roland Frasier, a serial entrepreneur. And we will be talking about business acquisitions, strategic relationships and marketing as different levers that you can pull to help take your business to the next level for our audience. So ecommerce entrepreneurs here. Ideally, in that seven figure range, they've probably just crossed that seven figure mark. Right. And they may or may not have hit a plateau. Right. But they know that they want to make a lasting impact in the world. They know that their business has a lot of potential, but maybe they don't know exactly what the next steps are, or they're looking for different levers that they can pull to maybe get to that eight figure mark or grow and expand. tell me how acquisitions fit with inside of, you know, being able to scale and grow a business.Roland Frasier 00:00:54  Yeah. So I think acquisitions are if you look at what do the wealthiest, most successful players on the planet do? They acquire companies.Roland Frasier 00:01:05  They generally are not inventing things. They are finding people who have done something that they feel could enhance their business, and then they're acquiring from those people. Whatever it is they built. And what one of the tools that that kind of came out of teaching this is that I found there's really seven primary categories that can dramatically impact your ability to grow your business through acquisitions. The first one is what they call horizontal, integration, which is just acquiring your competitors. And that one seems like that one makes a lot of sense. But it's not just buying your competitors because like, if you want to double your e-com business overnight, you and you're doing $5 million a year, go buy a $5 million e-commerce business, and you've instantly gone from 7 to 8 figures. Right now you're at ten. Yep. literally overnight, the day that you close the deal that's done. And being able to do that with little or no money out of pocket opens that avenue up, I think, to a lot more people.Roland Frasier 00:02:09  But it's not just acquire your competitors. It's well, who are the indirect competitors? Like who are the people that have substitute products or services for mine? And then you think you can go out and say, well, now what is it that I want to solve for problem wise? And so if you want to, if you want instant growth by your competitors, right. But if you want, let's say that you're just like, man, if I had more leads, I'd be able to really take off with this. Well then media is your play. Go acquire media. If you acquire media, particularly as the costs on Facebook and Instagram and a lot of places Google have gone up and are continuing to go up, like customer acquisition cost is a real challenge for a lot of people these days. But if you go out and acquire your own media and that can be, it doesn't have to be like you go buy a television network. It can be. You go and buy a newsletter or a group or a podcast or some other thin...

In this episode of the Real Estate Pros podcast, host Kristen Knapp interviews Ryan Pease, founder of SOP Mojo, about the importance of streamlining business operations through effective documentation and systems. Ryan shares his insights on the gaps he identified in the market, the difference between systems and automation, and the critical role of documentation in achieving efficiency and consistency in business processes. He discusses his journey in starting SOP Mojo, the significance of maintaining systems, and the tools available for knowledge management. Ryan also outlines his future plans for expanding his business and offers valuable resources for listeners. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

AI isn't coming — it's here. And the way people find your business is already changing.In this episode of Owned and Operated, John sits down with Sam Preston, CEO of Service Scalers, for a deep-dive on how AI is reshaping local search and why HVAC, plumbing, and home service operators need to evolve fast — or risk being left behind.They explore what it means to “rank” in a world of LLMs, how showing up in ChatGPT, Perplexity, and Google's AI Overview actually works, and why your SEO and Google Business Profile (GMB) are more valuable than ever. From review mining to AI-mode discovery to early signs of AI agents booking jobs, this episode lays out a real-world, contractor-first roadmap to dominate in the AI-driven search era.You'll also hear how Wilson's early investment in SEO and programmatic content is now paying off — and why operators of every size should focus on backlinks, FAQs, and review quality today to future-proof their lead flow.Whether you're doing $1M or $50M, if you want to stay visible and competitive as AI search becomes the new front door to your business, this one's essential.

Are MQLs really dead, or just evolving?In this episode of The Hard Corps Marketing Show, I sat down with Melissa McCready, Founder and CEO of Navigate Consulting Group. With decades of experience in marketing automation, customer success, and growth operations, Melissa is a recognized thought leader and award-winning expert in her field.Melissa unpacks the evolving role of MQLs and why they're far from obsolete. She explains how engagement scores and persona alignment still make them vital to marketing strategies when used correctly. We also explore the rise of growth operations as a strategic business function, the need for detailed AI implementation, and how leaders can stay ahead by embracing trends like generative engine optimization (GEO).In this episode, we cover:Why MQLs still matter, and how they're evolving, not disappearingWhat it means to train AI like a new team member using SOPs and expert inputWhy growth operations is broader than revenue ops and demands a seat at the tableHow early adoption of GEO can give you a competitive edgeWhy mentorship, community, and giving back elevate your career and credibilityIf you're ready to rethink traditional marketing operations and strategically prepare for an AI-powered future, this episode is full of actionable insights you won't want to miss!

Reach Out Via Text!In this value-packed solo episode, Jeremiah Jennings gives an honest, behind the scenes look at how Growing Green Landscapes evolved from chaotic guessing to confident scaling with the help of LMN. He shares why implementing systems like estimating, job costing, and time tracking has completely transformed his landscaping business, and how putting SOPs and tech in place gave his team clarity and accountability. This isn't just a pitch, it's a roadmap. If you're still running everything out of your head, Jeremiah lays out how tools like LMN can become your operational backbone and free you up to actually lead.Support the show 10% off LMN Software- https://lmncompany.partnerlinks.io/growinggreenpodcast Signup for our Newsletter- https://mailchi.mp/942ae158aff5/newsletter-signup Book A Consult Call-https://stan.store/GrowingGreenPodcast Lawntrepreneur Academy-https://www.lawntrepreneuracademy.com/ The Landscaping Bookkeeper-https://thelandscapingbookkeeper.com/ Instagram- https://www.instagram.com/growinggreenlandscapes/ Email-ggreenlandscapes@gmail.com Growing Green Website- https://www.growinggreenlandscapes.com/

In this solo Warrior Wisdom episode, Marcus Aurelius Anderson breaks down the three essential parts of the art of leadership—philosophy, science, and application. He shares actionable insights and real-world examples to help you master self-leadership and guide others through adversity. Episode Highlights: 01:35 – Defining the art, philosophy, science, and application of leadership 03:00 – The three parts of leadership explained 03:20 – Philosophy: Principles, vision, and values 03:50 – Science: The scientific method, KPIs, and SOPs 06:05 – Application: The human element and real-world decision making 10:10 – The importance of culture and self-policing teams 12:16 – Applying leadership lessons to all areas of life Learn more about the gift of Adversity and my mission to help my fellow humans create a better world by heading to www.marcusaureliusanderson.com. There you can take action by joining my ANV inner circle to get exclusive content and information.See omnystudio.com/listener for privacy information.

This episode is sponsored by: My Financial Coach You trained to save lives—who's helping you save your financial future? My Financial Coach connects physicians with CFP® Professionals who specialize in your complex needs. Whether it's crushing student loans, optimizing investments, or planning for retirement, you'll get a personalized strategy built around your goals. Save for a vacation home, fund your child's education, or prepare for life's surprises—with unbiased, advice-only planning through a flat monthly fee. No commissions. No conflicts. Just clarity. Visit  https://myfinancialcoach.com/bootstrapmd/ to meet your financial coach and find out if concierge planning is right for you. ——————— In this episode of Bootstrap MD, host Dr. Mike Woo-Ming talks about how ChatGPT can help doctors and other healthcare professionals in their work. Addressing skeptics, he outlines 10 real-world applications of AI in his practice, including telemedicine documentation, patient education, email responses, and marketing content creation. Dr. Woo-Ming emphasizes using ChatGPT as a tool to work smarter, not harder, while maintaining strict privacy standards (no patient data input). From crafting simplified patient instructions to drafting legal agreements and analyzing business expenses, he demonstrates how AI saves time, reduces burnout, and enhances productivity. This episode is a must-listen for physicians seeking practical ways to integrate AI into their workflows and reclaim time for what matters most. Three Actionable Takeaways Streamline Documentation with Templates – Use ChatGPT to create de-identified SOAP note templates for common conditions (e.g., erectile dysfunction, weight management) to cut charting time from 10 minutes to under 2 minutes, ensuring compliance with workplace AI policies. Enhance Patient Education – Prompt ChatGPT to explain treatments like tirzepatide at a sixth-grade reading level to improve patient compliance and reduce side-effect-related dropouts, tailoring outputs to your practice's needs. Optimize Business Operations – Leverage ChatGPT for financial analysis (e.g., identifying overspending in software subscriptions) or drafting job postings and SOPs to save costs and improve hiring efficiency, always reviewing outputs for authenticity. About the Show Bootstrap MD is the ultimate podcast for physician entrepreneurs looking to escape traditional healthcare and control their financial futures. Hosted by Dr. Mike Woo-Ming, a successful physician, entrepreneur, and investor, the show delivers actionable insights on starting businesses, creating passive income, and navigating healthcare entrepreneurship. Featuring interviews with industry leaders, physicians, and experts in telemedicine and digital health, it's your guide to building a profitable, fulfilling career. Tune in weekly at  http://bootstrapmd.com   About the Host:  Dr. Mike Woo-Ming has over 20 years of experience as a physician entrepreneur. He's built and sold multiple seven-figure companies and now leads Executive Medical, a group of clinics specializing in age management and aesthetics. Through BootstrapMD, he mentors physicians in business, content creation, and autonomy. Let's Connect: www.https://www.bootstrapmd.com  Want to start a podcast? Check out the Doctor Podcast Network!

Jennifer Henderson (CEO, Tilt), Jessica Winder (SVP People, CoLab Software), Allison Whalen (CEO, Parentaly), and Justin Clifford (CEO, Bereave) joined us to talk about what most companies get wrong when it comes to employee leave. We discussed parental and bereavement leave through a human lens—from compliance and continuity to return-to-work strategies and performance review pitfalls.---- 

What happens when it's time to hand things off… but you don't want to lose what you built?In this Freedom Decoded episode, Demir and Carey help Joan navigate the bittersweet transition of handing off her life's work with clarity and grace. They unpack how to step back without micromanaging, which SOPs truly matter, and how to protect your legacy without burning out. A must-listen for anyone planning a smooth, meaningful transition.Grab a copy of our BOOK here: http://winningtheweek.com/ Join Lifehack Tribe: https://members.lifehackmethod.com/join-lifehack-tribeSUBSCRIBE to our podcast on the platform of your choice! Spotify: http://spoti.fi/3pNtPVe Apple Podcasts: http://apple.co/3tiIpWW Or subscribe to our YouTube channel: https://www.youtube.com/c/LifehackBootcamp Time stamps:00:00 - Intro to the Podcast01:06 - How Lifehack Helped Joan Professionalize and Earn a Raise03:06 - Transition Plan in Motion, But SOPs Still Loom06:05 - Legacy Doesn't Need to Be Perfect to Be Powerful11:30 - The Perfectionism Trap in Succession Planning15:27 - Prioritize the 80/20 SOPs with Disproportionate Leverage16:28 - Audit First, Then Train Only What's Needed27:00 - Train for Understanding, Not Just Instructions28:37 - When You Don't Have the Energy, Use Checklists29:56 - A Simple Checklist Can Teach the Whole Process31:19 - Master Timeline Docs Provide Big-Picture Clarity39:15 - Productivity for Freedom, Not Just Output Check out our FREE masterclass all about How To Plan The Perfect Week In 30 Minutes Flat: https://bit.ly/3eEZ9AQ Check out our website: https://lifehackmethod.com/ How To Win Your Week - Every Week [BLOG]: https://lifehackmethod.com/2021/07/23/how-to-win-your-week-every-week/ How To FINISH What You Start: https://youtu.be/TE-cMqZJ_Vo

Hire Yourself Podcast with Pete GilfillanYou've spent decades building skills in leadership, strategy, and operations—but what if your next chapter could be building something for yourself?In this episode, Pete Gilfillan explains how senior-level executives can leverage their hard-earned corporate experience to launch and grow a successful franchise business. If you're wondering whether your background can translate into business ownership, the answer is: absolutely.In this episode, Pete discusses:Translating Strategy Into ActionExecutives are trained to think long-term, set KPIs, and execute plans. Pete shows how these skills seamlessly apply to launching and scaling a franchise business.Bringing Leadership to the Local LevelFrom hiring and motivating teams to building a winning culture, executives already have the playbook—now it's about applying it to their own business.Financial and Operational Know-HowWhether it's analyzing profit margins, creating SOPs, or managing costs, corporate veterans know how to run efficient operations—and that's a huge asset in franchising.Marketing, Customer Experience & Community ImpactFrom building brands to delivering great service, executives know how to reach customers—and how to stand out in their local communities.The Underrated Power of RelationshipsExecutives have spent their careers building networks. Pete explains how those relationships become one of your greatest assets when starting your own business.Key Takeaways:Corporate experience translates directly to franchise success.Leadership, planning, financials—it's all relevant.There's life after corporate.You can build a business, an income stream, and an asset for the future.You don't have to start from scratch.Franchising gives you the blueprint—your experience brings it to life.Control, freedom, and wealth are within reach.Your skills are valuable—start using them for yourself.“Executives are some of the best-prepared people to become business owners—they just need the right opportunity.” — Pete GilfillanCONNECT WITH PETE GILFILLAN:

I sit down with Success Coach Jacob Hicks to dive into how you can convert leads into client relationships by creating a lead follow-up system that works!  What You'll Discover In This Episode: ✔ What A Good Lead Follow-Up System Looks Like ✔ How Many Times To Reach Out To A Lead ✔ Ways To Get Started With   Lead Follow-Up System ✔ How The Stories You Tell Yourself Could Sabotage You ✔ Strategies For Integrating AI Into Your Lead Follow-Up System ✔ How To Determine Which CRM Is Right For You ✔ So Much More! To access resources and links from this episode including the 10 x 10 Lead Follow-Up System we created to help you stay top of mind, build trust, and convert leads with a proven 10-day strategy, click on over to https://AmberDeLaGarza.com/388 P.S. Want to discover what's most holding you back in business and receive a personalized playlist to help you overcome those specific challenges? It only takes a few minutes to take the Next Level Business Owner Quiz and get on the path of taking your leadership and business to the next level!  And… If you want help managing your time, creating efficiency, making a new hire, reducing the stress and overwhelm of running a business, or making strategic decisions that will help you level up your business, I'd like to talk to you. Let's discuss how we can partner together to help you get unstuck, reduce stress, and determine a clear path to increased profits! Schedule your Discovery Call  

In this episode, we explore what makes a pet care business stronger over time. Using the example of Corten steel—designed to strengthen through exposure—we discuss how intentional systems and experiences build long-term resilience. We share six key areas to focus on, including SOPs, hiring, marketing, education, feedback, and boundaries. Each one is like a layer of protection that helps your business weather challenges and grow stronger. It's an honest look at what it takes to build something that lasts. Main topics: SOPs as foundational strength Hiring for long-term alignment Patient, persistent marketing Continuous education and training Feedback loops and business boundaries Main takeaway: Your business doesn't need to be perfect—it needs to be built to get stronger with every challenge. Every tough season, every uncomfortable piece of feedback, every slow marketing return—it all has the potential to make your business better. The key is embracing the process and building systems that grow stronger with time, not weaker. We don't have to shine to be successful; we have to last. And that means showing up, learning, refining, and weathering the storms on purpose. Links: Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

Episode Summary In this episode of the Scalable Law Podcast, I share one of the biggest challenges law firm owners face: how to let go without losing control. If you've ever felt like your firm can't run without you—approving every bill, answering endless team questions, and constantly putting out fires—this episode is for you. I dive into why holding on too tightly will keep you stuck and how you can start creating a business that runs smoothly without you micromanaging every single detail. From building the right team to implementing systems and processes, I show you the practical steps that transformed my law firm and have helped many others do the same. Key Segments Why Letting Go Feels Impossible – The emotional and practical reasons law firm owners resist delegating. The Hidden Cost of Control – How holding on to everything yourself turns you into the bottleneck. The Power of Teams and Systems – Why having the right people in the right seats and well-documented SOPs is the real key to scaling. Creating a Law Firm That Runs Without You – How I went from chaos to clarity in my own firm and how you can do the same. Your Next Step – Why this is a gradual process, but one that will give you freedom, profit, and peace of mind. My Takeaway Letting go doesn't mean losing control—it means gaining a sustainable business. When you put the right team and systems in place, you no longer have to be the engine of your firm. You can step back, focus on leading instead of firefighting, and finally have the freedom you wanted when you started your practice. Call to Action If you're ready to stop being the bottleneck in your law firm and want to build a business that runs without you, join me inside Scalable Law. We'll help you implement the systems and processes you need so you can create a firm that is profitable, sustainable, and doesn't rely on you for every decision. Apply here to take the first step toward a law firm that gives you more freedom, more profit, and less chaos. If This Episode Resonated With You...... Pass it on to another law firm owner who's ready to grow, or leave a quick review on Apple Podcasts, Spotify, or YouTube. Your support helps more lawyers find practical strategies to scale their firms with confidence and build practices they're proud of. Apple Podcasts: Listen on Apple Spotify: Listen on Spotify YouTube: Watch on YouTube

I know you probably didn't start your business because you're obsessed with systems and processes.But this comes with the territory of running a business.And if your client journey is clunky, your backend is pure chaos, and your business runs off vibes and feelings instead of systems – you could be leaking time, money, and dream clients without even realising it.So it's time to put on your big girl pants and get this shit sorted right now.The good news is that there are magical unicorns who LOVE all things systems, processes, automations and client journeys – including today's guest on the How I Do Content Podcast Mariana Gaona Lopez. Mariana is the systems-obsessed digital ops gal behind Pink Ocean Virtual Solutions – and she's the one service providers call when their backend's a mess and they're ready to stop drowning in admin and actually enjoy the work they're good at.Think: Moxie CRM setups, workflow automations, inbox cleanups and SOPs – all customised to support your brain, your energy, and the way you do business.In this episode, we chat about the biggest mistakes business owners make when it comes to systems, how your messaging has to match your client experience, and the one automation every service provider needs yesterday.So if you've been winging it and hoping for the best – this episode is your system's wake-up call.Let's dive inConnect with Mariana Gaona Lopez. Follow Mariana on Instagram @pinkoceanvsJoin The Break Newsletter at https://pinkoceanvs.myflodesk.com/instagram Find out more at https://pinkoceanvs.com.au/ Want more?Watch my 12 minute Make Your Offer The One Mini Training at https://thesocialbolt.com.au/the-one/ Join the Micro Messaging Waitlist at https://thesocialbolt.com.au/messaging-waitlist/ Follow Tahryn on Instagram at http://www.instagram.com/thesocialbolt Find out more at https://www.thesocialbolt.com.au Background Music is Copyright Free. You're free to use this music in your videos.Track: Harry Potter Theme SongMusic promoted by Chayatori RecordsVideo Link: https://youtu.be/WY8-lVlLhWE

                                          Listen in as Erin and Mallory discuss: How Mallory scaled from helping with a few apartment sales to running a $200M team — in just 7 years. How she spent two full years learning the basics and building a real business foundation before scaling. How her team thrives on clear SOPs, post-deal roadmaps, and constant refinement (even after success). How hiring the right assistant changed her life — but she had to go through several wrong fits to get there. How wins don't magically lead to more business — you must outflow, take action, and keep the momentum going.                                               About Mallory Bogard is co-founder of the Bogard New York Team, a top real estate team in New York City at SERHANT. Mallory began her real estate career in 2016. Prior to real estate, Mallory held an esteemed 10-year career in timepieces, overseeing international markets and global growth for a leading timepiece company. She traveled extensively, analyzed local market sales and viability, and positioned brands in other countries for maximum success. Prior to that, she worked on seasonal branding for a fashion house licensed for timepieces for Marc by Marc Jacobs, DKNY, Burberry, Diesel, Michael Kors, and more. Mallory's specializations include brand-positioning, business development, and leadership. By her 2nd year in real estate, Mallory achieved her first large feat, signing up her first new development; by year 3, she was an associate broker; and by year 4, she had garnered over $100 million in sales. She has laid the business foundation for business growth in team operations, and now she trains, leads, and manages other agents into successful careers in real estate with the founding principals: hon­esty, integrity, and work to uplift the industry of professional real estate salespeople, by growing the next generation of agents to do the same. Mallory is frequently a guest speaker at her alma mater, the University of Oklahoma, podcasts, and real estate panels and events, speaking on "Dreaming Bigger", her journey from growing up on an emu farm in Oklahoma to leading one of the fastest- growing real estate teams in New York City. When Mallory isn't working, she loves mentoring young professionals, visiting family in Oklahoma, and eating at new restaurants around New York City. How to Connect With Mallory Website: https://bogardny.com/ LinkedIn: https://www.linkedin.com/in/mallory-bogard-522b4b240/ Facebook: https://www.facebook.com/mallory.gaylebrown Instagram: https://www.instagram.com/mallorybogard/

What if your job board wasn't just a place to post jobs—but the top of your sales funnel? In this episode of The Resilient Recruiter, Jordan Whilden shares how he scaled Ministry Hub, a faith-based executive search firm, by transforming a niche job board into a predictable lead generation machine. Fueled by a cold email campaign that delivers a 17% reply rate, Jordan's model shows how recruiters can generate clients consistently—without cold calling or high-pressure tactics. We dive into the exact steps Jordan took to build a multi-service recruitment business, from his transition out of pastoral ministry to launching a proprietary ATS (MinistryHire) and leading a fully remote team. If you're a recruitment agency owner looking to build smarter systems, offer tiered services, or grow recurring revenue, this episode is packed with actionable ideas and inspiration. Episode Highlights: From full-time ministry to launching a job board side hustle Evolving from job board to full-service search firm First-year lessons: underpricing, overwhelm, and early wins Why building a custom ATS was a game-changer Creating flexible, tiered service models How “serve first” creates long-term client wins Cold outreach strategy: 89% open rate, 17% replies The tools behind his tech stack: Loxo, Instantly, Hireflix, Asana, Scribe Scaling with a 3-person offshore team One-way video interviews and standout candidate presentation Recurring revenue through subscription-based ATS Leading with values while balancing family and business growth Key Takeaways: A job board can be more than a job board—it can be your client magnet Value-first cold emails build trust before selling Scaling is easier with systems, SOPs, and the right offshore support Serving your niche exceptionally well creates both impact and revenue About Jordan Whilden: Jordan is the founder and CEO of Ministry Hub, a faith-based executive search firm. With a Master's in Theology and an MBA, he brings a rare mix of pastoral insight and business acumen. Prior to launching Ministry Hub in 2021, Jordan served churches on both coasts, including leadership at one of America's largest congregations. He's also the creator of MinistryHire, a purpose-built ATS and job board platform serving mission-driven organizations. Today, Jordan helps churches and nonprofits build world-changing teams—and has grown Ministry Hub into a go-to talent partner in the faith sector. He lives in Chapel Hill, North Carolina, with his wife Brittany and their son. Outside work, they love kayaking, the beach, and traveling as a family. Connect with Jordan: Jordan on LinkedIn - https://www.linkedin.com/in/jordanwhilden/ Ministry Hub Website - https://ministryhub.org/ MinistryHire Website - https://ministryhire.com/ Connect with Mark Whitby: Get a FREE strategy call: recruitmentcoach.com/strategy-session Mark on LinkedIn - https://www.linkedin.com/in/mwhitby/ X: @MarkWhitby Instagram: @RecruitmentCoach Subscribe to The Resilient Recruiter - https://plinkhq.com/i/1489513354

In this follow-up to Episode 200: How to Build a Sellable Business, Mark sits down with Ben Manley to unpack the next phase—what happens after you sell.Ben opens up about the emotional rollercoaster, the lessons he learned from structuring the deal, and the surprising challenges that come with handing over your business. From choosing the right buyer to creating SOPs, setting expectations, and navigating post-sale training, this episode gives a full behind-the-scenes look at what selling a business really looks like.Whether you're deep in the sales process or just dreaming about an exit someday, this is essential listening for any founder who wants to sell smart—and stay sane.

In this episode, Shannon breaks down the essential steps to building enterprise value in your business. Whether you're planning to scale, sell, or simply want to create a more resilient and valuable company, Shannon shares practical strategies and mindset shifts to help you get there. Tune in to focus on intentional budgeting and aligning expenses with your growth goals.   What you'll hear in this episode: [1:40] The Power of SOPs, Processes, and Documentation [3:35] Managing Risk: Tax, Legal, and Cybersecurity Essentials [7:15] Building a Business People Want to Work For (Culture & Attractiveness) [9:50] Reducing Key Man Risk & Empowering Your Team [12:25] Aligning Costs with Profit & Offers   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

In this episode we will dive into the final phase of the Profitable Scaling Playbook: building enterprise value. Shannon breaks down what enterprise value means and why it's crucial for scaling and ultimately selling your business. She emphasizes the importance of risk mitigation, the need for replicable and transferable operations, and how to avoid over-reliance on the owner. Tune in to learn actionable steps to maximize your business's value, from maintaining positive cash flow to reducing keyman risk and developing robust SOPs.   Don't miss Shannon's insights on ensuring your business can thrive without you, positioning it for a successful future sale or continuous growth.   What you'll hear in this episode: [0:45] Understanding Enterprise Value [2:15] Risk Mitigation and Management [4:55] Keyman Risk and Personal Brand Challenges [6:05] Building Systems and Processes for Scaling [6:35] Maximizing Customer Value   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Case acceptance is down. Patients are confused. Your team is frustrated. Sound familiar? These are all signs your practice is out of alignment. Whether you own one practice or multiple locations, this episode will help you get everyone on the same page clinically — from the front office to hygienists, assistants, and doctors.You'll learn how to run effective calibration meetings that set clear clinical standards, get your team on board, and guide them without conflict. These tips will improve communication and cut out the chaos in your practice!Topics discussed in this episode:The key to getting your team on the same pageHow to get your team engagedThe first step to clinical calibrationWhy you should coach and not teachThe role of SOPs and team buy-inText us your feedback! (please note: we cannot respond through this channel))Take Control of Your Practice and Your Life We help dentists take more time off while making more money through systematization, team empowerment, and creating leadership teams. Ready to build a practice that works for you? Visit www.DentalPracticeHeroes.com to learn more.