Podcasts about streamlining

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Best podcasts about streamlining

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Latest podcast episodes about streamlining

Engines of Our Ingenuity
The Engines of Our Ingenuity 1563: Toys

Engines of Our Ingenuity

Play Episode Listen Later Jan 2, 2026 3:44


Episode: 1563 Looking back at the impact of toys.  Sorting through a box the other day, I found old toys -- a lead soldier, a stuffed dog, a set of blocks.

Hey Docs!
Streamlining Supply Ordering with Details

Hey Docs!

Play Episode Listen Later Jan 1, 2026 44:01


"Peace of mind about supplies is our goal." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Jill chats with Nick Wangler to discuss the evolution of Details, a platform designed to streamline supply ordering for orthodontic practices. They explore the challenges of inventory management, the importance of technology in modernizing ordering systems, and the hidden costs associated with traditional supply ordering methods. Nick shares insights on identifying red flags in inventory systems, budgeting for effective solutions, and the resilience required in building a startup. The discussion emphasizes the need for practices to adapt and innovate in order to thrive in a competitive landscape. Connect With Our Guest Details - https://orthodonticdetails.com Takeaways Nick Wangler's background in technology and consulting led to the creation of Details.Details aims to simplify the supply ordering process for orthodontic practices.Inventory management is crucial for maintaining efficiency and reducing costs.Practices often struggle with hidden costs in their supply ordering.Technology can help practices modernize their inventory systems.Identifying red flags in inventory management can prevent future issues.Budgeting for inventory solutions is essential for practice growth.Resilience is a key trait for success in business and startups.The importance of adapting to new technologies in orthodontics.Practices should focus on efficiency to improve patient care and business outcomes.Chapters 00:00 Introduction to Nick Wangler and Details03:18 Challenges in Orthodontic Supply Management04:06 Benefits of Using Details for Supply Management05:37 Inventory Management Insights08:50 Modernizing Orthodontic Practices23:20 Planning for the Future: Budgeting and Embracing Technology24:17 Inventory Management Tips29:24 Efficiency in Ordering and Outsourcing31:04 Building a Startup: Lessons and Insights36:55 Get in Contact and Final Thoughts Episode Credits:  Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com.    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.    New episodes drop every Thursday!   

Future Commerce  - A Retail Strategy Podcast
[STEP BY STEP] Carving New Frontiers: Selling Premium Cuts On Temu's Fast-Growing Marketplace

Future Commerce - A Retail Strategy Podcast

Play Episode Listen Later Dec 31, 2025 53:49


Shipping frozen premium meats and prepared meals requires precise logistics that most marketplaces aren't built to handle. But Denys Gorbatiuk saw an opportunity where others saw impossible complexity. Grumpy Butcher became Temu's first frozen food seller and proved that operational excellence can break down expansion barriers and create a competitive advantage.Within five weeks, Temu accounted for over 12% of Grumpy Butcher's online sales. Yet the real story isn't just about velocity, it's about reaching younger demographics and using real-time data to fundamentally rethink product creation and curation.From corporate attorney to food industry innovator, Denys shares how mastering the operational challenges of frozen logistics, leveraging platform analytics, and partnering strategically with Temu transformed Grumpy Butcher from a pandemic-era startup into a fast-growing business that redefined how Americans shop for gourmet perishables.Shipping the Impossible – With **Operational ExcellenceKey takeaways:Being first in a hard category pays off: Pioneering frozen food on Temu positioned Grumpy Butcher as a category leader and innovator.Direct feedback and engagement with shoppers on Temu enabled product development, revealing stronger resonance with younger customers and reshaping the broader business strategy.Mastering complex logistics is defensible: Streamlining frozen food delivery and tackling common challenges helped Grumpy Butcher establish its core competitive advantage.Platform partnership means strategic collaboration: Temu provided operational support and guidance that went beyond transactional seller-marketplace relationships.In-Show Mentions:Learn more about Grumpy Butcher's journey on TemuExplore Temu's seller services and marketplace solutionsAssociated Links:Check out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Honest eCommerce
Bonus Episode 79: Designing Exclusive Launches That Spark Real Market Pull with Andrew Lipp

Honest eCommerce

Play Episode Listen Later Dec 25, 2025 21:16


Andrew is a self-proclaimed tragic sneaker fan and proven brand builder. After nearly a decade of leading multiple marketing functions at Google, Andrew and two of his colleagues embarked on a mission to build the world's fairest hype commerce platform. As CEO, Andrew leverages his marketing expertise and first-hand fandom experience to drive this mission forward. After launching just over a year ago, EQL has managed more than 10,000 high-heat launches in 15 markets. When not helping culture-making brands get their goods into the hands of real fans, Andrew can be found spending time with his wife and three children, and dressing younger than he should.In This Conversation We Discuss: [00:00] Intro[03:51] Crafting launches that reward real customers[06:06] Callouts[06:16] Streamlining experiences through integrations[07:51] Adding connection where generic tools fall short[10:25] Designing pre, in, and post-launch strategies[13:29] Connecting with audiences in launch moments[19:32] Partnering with experts for better launchesResources:Subscribe to Honest Ecommerce on YoutubeBetter launches for in-demand products eql.com/Andrew Lipp au.linkedin.com/in/andrew-lipp-7b291722If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Fly on the Wall presented by Church Boom
REPLAY: Episode 162 | Building Leaders and Streamlining Staff

Fly on the Wall presented by Church Boom

Play Episode Listen Later Dec 24, 2025 28:43


Join Chris Sonksen for one of the most listened-to episodes of the year on the Fly on the Wall Podcast, featuring a powerful deep dive into leadership development and effective hiring strategies with special guest, Pastor Vince Cooper. This listener favorite is a must-listen for anyone looking to strengthen their team's dynamics and recruit leaders who actually align with the vision God gave your church.In this standout episode, you'll explore:Leadership Development:Techniques to identify and nurture potential leaders already in your church or organization—so you're not constantly leading alone.Effective Hiring:Best practices for recruiting the right people, not just the available ones, and ensuring every hire supports your church's mission and culture.If you're ready to elevate your leadership and build teams that multiply impact—not pressure—this episode offers practical, actionable insight you can start using right away.

Next in Marketing
Shane Atchison and Seth Gordon on Building Zaaz Collective for the Creator Economy

Next in Marketing

Play Episode Listen Later Dec 23, 2025 28:56


This week on Next in Media, I sat down with Shane Atchison, CEO of Zaaz Collective, and Seth Gordon, a film director and co-founder of Zaaz. We dove into their mission to help micro and mid-level creators (those with 5,000 to 100,000 followers) think and act like media companies. With 96% of creators making minimum wage or less, Shane and Seth saw an opportunity to build a collective where creators could access the data, tools, and intelligence typically reserved for top-tier talent. They shared how Zaaz is using AI-powered analytics, audience insights, and comments-to-commerce strategies to help creators maximize their impact and earnings.I was fascinated by their approach to solving the creator-brand disconnect. Shane explained how most creators have no idea what to charge for brand deals and often feel they get screwed on their first partnerships. Zaaz addresses this with transparent pricing data, engagement rate benchmarks, and personalized AI language models trained on each creator's unique content and audience. Seth brought a compelling perspective from the traditional entertainment world, noting how the $50 million ad model is dying and the future is much more atomized and creator-led. We also explored their plans for Q1 2025, including creator-to-creator events in Brazil and launching new tools for content transcription and multi-platform analytics._________________________________________________________________Key Highlights

On The Range Podcast
Streamlining FFL Compliance and Firearms Transfers – Expert Insights with Jeff B. from Master FFL, Hosted by Rick Hogg and Mark Kelley

On The Range Podcast

Play Episode Listen Later Dec 22, 2025 18:05


Dive into the latest must-listen episode of On The Range Podcast, the top firearms training podcast hosted by combat veterans Rick Hogg of War HOGG Tactical and Mark Kelley of Kelley Defense. In this powerhouse discussion on FFL compliance, firearms dealer automation, gun transfers, and 2A advocacy, special guest Jeff B. from Master FFL joins the hosts to share game-changing strategies for Federal Firearms License holders, gun dealers, and responsibly armed citizens. With over 60 years of combined special operations, law enforcement, and tactical training experience, Rick and Mark break down how modern tools are revolutionizing the gun industry. Whether you're searching for FFL licensing tips, ATF compliance solutions, tactical firearms training, or the best gun rights podcast, this episode delivers actionable advice for law enforcement officers, tactical professionals, and 2A supporters. Episode Highlights – Key Topics in Firearms Compliance and Tactical Training: Mastering FFL Compliance: Jeff B. explains essential Federal Firearms License requirements, common pitfalls in gun transfers, and how to ensure ATF-compliant operations for firearms dealers. Automation Tools for Gun Dealers: Discover Master FFL's innovative software like FFL Checkout and FFL 360 – designed to automate transfers, validate licenses daily via ATF integration, reduce costs, and scale online firearm sales securely. Intersection of Tactical Training and Gun Rights: Rick Hogg and Mark Kelley discuss real-world applications from special operations and law enforcement, including tips for concealed carry, defensive firearms training, and protecting Second Amendment rights. Tactical Gear and Range Drills: Insider recommendations on combat-proven equipment, red dot pistol training, carbine courses, and integrating compliance with high-performance shooting. This tactical training podcast episode is optimized for searches like "best firearms podcast 2025," "FFL transfer automation," "gun dealer compliance software," "special operations firearms training," and "2A podcast with veterans." Meet the Hosts and Guest: Rick Hogg: 29-year US Army Special Operations combat veteran, SOF K9 handler, and founder of War HOGG Tactical – offering elite law enforcement firearms training, tactical gear, and mobile courses nationwide. Learn more: War HOGG Tactical Mark Kelley: 7-year US Army combat veteran, 31-year law enforcement officer (SWAT, dignitary protection), and owner of Kelley Defense – specializing in CCW training, pistol and carbine courses, and tactical consulting. Visit: Kelley Defense Special Guest Jeff B. from Master FFL: Industry expert behind cutting-edge FFL compliance tools that automate dealer checkouts, enrich FFL data, and support safe firearm transactions. Explore solutions: Master FFL Stream the full episode now on the official On The Range Podcast site for video podcasts, articles, and exclusive content: On The Range Podcast. Available on Apple Podcasts, Spotify, YouTube, Podbean, and more. Join the On The Range Podcast CREW for bonus content, ad-free episodes, live Q&As, and tactical training perks – helping you Be 1% Better Every Day! #OnTheRangePodcast #FirearmsTraining #FFLCompliance #GunTransfers #TacticalTraining #2AAdvocacy #GunRights #SpecialOperations #LawEnforcement #RickHogg #MarkKelley #MasterFFL #FederalFirearmsLicense #ATFCompliance

HLTH Matters
How Bari Kowal and Regeneron Are Redesigning Clinical Trials for Speed, Access, and Impact

HLTH Matters

Play Episode Listen Later Dec 22, 2025 15:53


About Bari Kowal:Bari Kowal is a senior biopharmaceutical executive with over 30 years of experience leading global operations, clinical development, and strategic portfolio management. As Senior Vice President at Regeneron, she oversees development operations, enterprise-wide portfolio strategy, risk management, and major technology initiatives, helping guide the company's continued growth and innovation. Her career spans leadership roles at Pfizer, ICON Clinical Research, Valera Pharmaceuticals, PDL BioPharma, GenVec, and Covance, where she built high-performing teams and drove operational excellence across clinical operations and strategic programs. Bari also serves on the Board of Directors of TransCelerate BioPharma Inc., contributing to industry-wide efforts to streamline and strengthen clinical trial execution. She is known for her governance expertise, collaborative leadership style, and ability to deliver organizational transformation at scale. Bari holds a master's degree in neuroscience from New York University, with additional academic training from the University of Pennsylvania and Binghamton University.Things You'll Learn:Expanding access to clinical trials requires educating both patients and physicians, many of whom are unfamiliar with how to engage in research. Better awareness can dramatically increase participation and diversify trial populations.Technology alone will not speed up drug development unless systems are connected end-to-end. Interoperability is the real catalyst for reducing inefficiencies across discovery, development, and regulatory submission.Clean, structured data is the foundation of meaningful AI adoption in healthcare. Without it, predictive models and trial optimization tools cannot reach their potential.Trial complexity is one of the most significant barriers to faster development timelines. Streamlining procedures, reducing unnecessary tests, and learning from regulatory feedback can significantly accelerate progress.Sustainable clinical research requires equipping trial sites with greater capacity and support. Even when the right patients are identified, sites must be capable of enrolling and managing them effectively.Resources:Connect with and follow Bari Kowal on LinkedIn.Follow Regeneron on LinkedIn and visit their website.

Remote Ruby
Jumpstart Pro Evolution - Streamlining Rails Development

Remote Ruby

Play Episode Listen Later Dec 19, 2025 65:42


In this episode, Chris and David Hill catch up on wild winter temperature swings, then dive into what Chris has been refactoring in Jumpstart to reduce merge pain, cut dependencies, and make upgrades smoother. The conversation branches into AI-assisted coding pitfalls and where AI shines, new web security headers that could simplify CSRF handling, and a promising new “old school Heroku on steroids” platform from Evan Phoenix called Miren, plus a few Hatchbox deployment learnings along the way. Hit download now to hear more!LinksChris Oliver XAndrew Mason BlueskyJudoscale- Remote Ruby listener giftDavid Hill LinkedInBlastoff Rails (submit a talk)RBQ Conf (submit a talk)Why GitHub Why? (YouTube-ThePrimeagen)Augment codeSec-Fetch-Site headerSec-Fetch-Dest headerSec-Fetch-Mode headerSec-Fetch-User headerMiren Developer Preview Chris Oliver X/Twitter Andrew Mason X/Twitter Jason Charnes X/Twitter

Capitalism.com with Ryan Daniel Moran
Strategies To Add $10k - $25k/mo In 90 Days

Capitalism.com with Ryan Daniel Moran

Play Episode Listen Later Dec 18, 2025 56:29


In this episode, we dive into the remarkable transformations of our clients who participated in a 90-day sprint inside 'The 1%'. We focused on growing audiences using viral content, converting followers into eager buyers, and using their feedback to boost sales. I usually keep these discussions within our private mentoring community, but the recent call was so fulfilling that I had to share it with you. Listen in to hear about inspiring success stories, strategic business shifts, and mental transformations. These discussions highlight individuals like Dr. Megan, who retired her husband thanks to her business success, and Ty Mayfield, who dreams of hitting a million-dollar business by 2026. Also, discover insights from Katie, who saw impressive sales growth, and Andy, who transformed his mindset and business within just a few months. For those interested in our 2026 mentoring program, visit capitalism.com/one. Tune in for strategies, mental shifts, and proven results from our thriving community! 00:00 Introduction and Overview of the 90-Day Sprint 00:58 Key Takeaways from the 90-Day Sprint 01:27 The Importance of Mental Transformations 02:18 Invitation to Join the Mentoring Community 02:54 Details on the Mentoring Community and Masterminds 07:11 Highlighting Success Stories: Dr. Megan 13:51 Highlighting Success Stories: Ty Mayfield 27:38 Highlighting Success Stories: Katie 31:18 Testing Theories on Prime Day 31:29 Mindset for 2026 32:07 Hiring Help and Streamlining 33:29 Reflecting on Progress 34:04 Reorder Rates and Success Stories 35:05 Choosing Your Target Audience 38:30 Community Wins and Personal Stories 38:51 Peter's 90-Day Journey 46:28 Andy's Rapid Growth 54:40 Final Thoughts and Future Plans  

Attention Audit
131. Own Your Decisions

Attention Audit

Play Episode Listen Later Dec 17, 2025 8:25


In this episode, I invite my fellow mom-entrepreneurs to embrace the power of owning your decisions, especially during the busy holiday season. Through my own stories—like choosing comfort with yoga pants at an event or taking a break from business to prioritize family—I show how simple, intentional choices can bring more presence and less stress.I encourage letting go of guilt and the heavy burden of societal “shoulds,” reminding you that saying no or stepping back doesn't diminish your worth as a business owner or a mom. I candidly share how I navigate external judgments and internal pressures, and remind you that it's always okay to re-decide and shift direction as your priorities change. By reflecting on budgeting and redefining holiday traditions, my hope is to inspire you to align your decisions with your values and confidently do what works best for your family and your business.This episode is a heartfelt reminder to simplify, trust your choices, and show up authentically in both your work and your home.  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

Ignite Ur Wellness
323. My Year-End Business Review for Wellness Entrepreneurs

Ignite Ur Wellness

Play Episode Listen Later Dec 16, 2025 36:34


What actually moves the needle in a wellness business — and what quietly drains your energy and profit?In this episode, I'm pulling back the curtain on my real year-end business review as a wellness entrepreneur. I'm sharing what worked, what didn't, and the strategic decisions I'm making as I head into 2026 — including revenue growth, offer evolution, Instagram strategy, and system upgrades that support profit without burnout.If you're a physical therapist, yoga teacher, health coach, or practitioner building (or scaling) an online business, this episode will give you practical insight into what's converting right now — and what I'm leaving behind.In this episode, I cover:How I surpassed last year's revenue while protecting profit marginsWhat worked — and what didn't — in my launches this yearWhy I'm evolving my group program into the 100K Online Practice BlueprintHow I manage high demand for 1:1 coaching using waitlistsHigh-converting, low-ticket workshops that actually lead to clientsInstagram growth strategies + how I'm using ManyChat to build my email listWhy podcasting and word-of-mouth continue to outperform “hustle marketing”Streamlining client support, upgrading systems, and expanding my teamBalancing business growth with family life — especially during the holidaysThis is an honest, behind-the-scenes look at building a sustainable, profitable wellness business — without chasing every trend or burning yourself out.

Empowered Patient Podcast
Streamlining and Strengthening the Relationship Between Doctors and Pharmaceutical Representatives with Dr. Asher Eghbali Fuerte TRANSCRIPT

Empowered Patient Podcast

Play Episode Listen Later Dec 15, 2025


Dr. Asher Eghbali, Co-Founder of Fuerte, has developed a platform to address the significant communication challenges between healthcare providers and pharmaceutical industry representatives. The goal is to streamline this relationship by replacing inefficient scheduling methods, and eliminate miscommunication and missed meetings to reduce frustrations and wasted time. The app is designed to combine professional networking with social media elements, including user profiles and notifications, to help build stronger, long-lasting professional relationships that benefit everyone involved. Asher explains, "Within the life science companies and pharmaceutical reps, as we know, they're working very hard to commercialize medications and new drugs, new therapies that come out there that they want to get into patients' hands. But sometimes they have a very hard time scheduling and putting in time to go to the doctor's office. Traditionally, they conduct a lunch-and-learn session or a coffee consult, where they come on-site to a doctor's office or a hospital setting."   "Right now, to schedule that appointment, it's being done where the medical assistant or the office manager is writing down that individual's name on some kind of paper calendar, at most, maybe some kind of Google sheet, or a Google Meet account that they have within the office section. And that's the way that they're scheduling it. Healthcare reps are sometimes cold walking in, sometimes they're cold calling. They're putting in a lot of effort. They're working very hard to figure out how to get in and educate providers and their staff on new advancements." "What Fuerte hopes to do with a streamlined communication platform is make it very easy for the providers to find the reps and the reps to find providers to keep in touch with each other, to search each other by disease state, by therapeutic drug, by medical advancement, and to have a shared calendar system that they can keep in constant communication and contact." fuerteapp.com Listen to the podcast here  

Empowered Patient Podcast
Streamlining and Strengthening the Relationship Between Doctors and Pharmaceutical Representatives with Dr. Asher Eghbali Fuerte

Empowered Patient Podcast

Play Episode Listen Later Dec 15, 2025 20:32


Dr. Asher Eghbali, Co-Founder of Fuerte, has developed a platform to address the significant communication challenges between healthcare providers and pharmaceutical industry representatives. The goal is to streamline this relationship by replacing inefficient scheduling methods, and eliminate miscommunication and missed meetings to reduce frustrations and wasted time. The app is designed to combine professional networking with social media elements, including user profiles and notifications, to help build stronger, long-lasting professional relationships that benefit everyone involved. Asher explains, "Within the life science companies and pharmaceutical reps, as we know, they're working very hard to commercialize medications and new drugs, new therapies that come out there that they want to get into patients' hands. But sometimes they have a very hard time scheduling and putting in time to go to the doctor's office. Traditionally, they conduct a lunch-and-learn session or a coffee consult, where they come on-site to a doctor's office or a hospital setting."   "Right now, to schedule that appointment, it's being done where the medical assistant or the office manager is writing down that individual's name on some kind of paper calendar, at most, maybe some kind of Google sheet, or a Google Meet account that they have within the office section. And that's the way that they're scheduling it. Healthcare reps are sometimes cold walking in, sometimes they're cold calling. They're putting in a lot of effort. They're working very hard to figure out how to get in and educate providers and their staff on new advancements." "What Fuerte hopes to do with a streamlined communication platform is make it very easy for the providers to find the reps and the reps to find providers to keep in touch with each other, to search each other by disease state, by therapeutic drug, by medical advancement, and to have a shared calendar system that they can keep in constant communication and contact." fuerteapp.com Download the transcript here

HR{preneur}
The Need for Speed – Streamlining Holiday Sales

HR{preneur}

Play Episode Listen Later Dec 12, 2025 6:05 Transcription Available


This episode will spotlight how businesses can thrive during the holiday rush by streamlining both POS systems and payroll operations. We'll highlight why speed is essential during peak sales periods, identify common friction points, and share practical strategies for fast, seamless checkouts—while ensuring seasonal staff are paid accurately and on time. It's a timely, high-energy topic that blends festive urgency with strategic insight, positioning the episode as both engaging and deeply relevant for your audience. [01:05] Why Speed Matters During the Holidays [01:44] Biggest Friction Points at Checkout [02:15] How Modern POS Systems Remove Barriers [02:49] Challenges in Paying Seasonal Staff [03:15] How Integrated Payroll Solutions Help [03:52] The Power of Mobile POS & On-the-Go Management [04:25 ] Preparing for the Holiday Rush [04:45] A Solution Built for Peak Season [05:11] Final Takeaway: Speed & Simplicity Win the Season This content is based on generally accepted HR practices, is advisory in nature, and does not constitute legal advice or other professional services. ADP does not warrant or guarantee the accuracy, reliability, and completeness of the content. Employers are encouraged to consult with legal counsel for advice regarding their organization's compliance with applicable laws. This content is current as of the published date.  Copyright © 2025 ADP, Inc. All Rights Reserved. The ADP logo, ADP, RUN Powered by ADP, and HR{preneur} are registered trademarks of ADP, Inc. and its affiliates. All other marks are the property of their respective owners.  Privacy at ADP

The Business of Thinking Big
Scaling & Streamlining with Fernanda Villanueva

The Business of Thinking Big

Play Episode Listen Later Dec 11, 2025 45:00


Many therapists start out with passion and purpose—but struggle to stick with it for the long haul or scale their business beyond a solo practice. In this inspiring episode, Lianne Kim sits down with Fernanda Villanueva, founder of Bloomwell Therapy, to talk about what it really takes to grow a sustainable, thriving therapy practice.Fernanda shares her journey from launching with zero clients to building a multi–six-figure group practice specializing in women's and reproductive mental health. Together, she and Lianne unpack the challenges therapists face—like marketing, confidence, and team leadership—and the strategies that helped Fernanda expand while staying true to her mission.If you've ever wondered how to move from “just me” to a practice that lasts and scales, this conversation is your roadmap.In‌ ‌this‌ ‌episode,‌ ‌you'll discover:‌Why so many therapists struggle to sustain and grow their practiceThe importance of building strong foundations early onHow Fernanda overcame fear and uncertainty to attract her first clientsThe role of mentorship and community in long-term successWhy marketing must evolve from “solo practitioner” to “team leader”How to highlight your team's strengths and fill their schedulesThe mindset shifts required to scale without burning outTimestamps:‌ ‌01:00 – Fernanda's journey into therapy and women's mental health04:00 – Starting with zero clients and building from scratch07:00 – Early lessons in confidence, sales, and connection11:00 – Transitioning from solo practice to group clinic15:00 – Balancing family growth with business growth19:00 – Joining Mama Mentors and setting quarterly goals21:00 – Shifting marketing from “me” to “we”24:00 – Filling therapist schedules and scaling sustainablyConnect with Fernanda:Fernanda's website: https://bloomwelltherapy.ca/ Her IG: https://www.instagram.com/bloomwelltherapy/?hl=en — ‌Connect with me: Facebook: https://www.facebook.com/liannekimcoach Instagram: @liannekimcoach Join the Mamas & Co. community to get access to valuable resources and the support of likeminded mompreneurs and mentors: https://www.mamasandco.com Instagram: @mamasandco Podcasting support: https://theultimatecreative.com

FP&A Tomorrow
The Soft Skills in Finance for CFOs to Build Influence and Leadership with Rosemary Linden

FP&A Tomorrow

Play Episode Listen Later Dec 11, 2025 58:07


In this episode of FP&A Unlocked, host Paul Barnhurst is joined by Glenn Snyder and Rosemary Linden to talk about the important role of FP&A in today's business world. They share stories from their careers, including lessons learned from failures, unique requests they've received, and their experiences navigating the complex world of finance.Glenn Snyder brings years of experience in finance and FP&A, focusing on budgeting, strategy, and improving financial processes. Rosemary Linden is the founder and president of Momentum CFO, where she provides fractional CFO services and FP&A consulting. With over 25 years in the industry, she recently won CFO of the Year from the San Diego Business Journal and is passionate about mentoring women in finance.Expect to Learn:How clarity, influence, and foresight define great FP&A workThe importance of empathy and communication in leadership rolesReal-world lessons from career failures and how to bounce backBest practices for budgeting and data governanceHow to make sure your financial forecasting is both transparent and trustworthyHere are a few quotes from the episode:“FP&A is all about helping leaders make better, faster decisions.” – Glenn Snyder“The way you say things can matter just as much as what you say in FP&A.” – Rosemary LindenGlenn and Rosemary shared valuable insights on the strategic role of FP&A, the importance of empathy in leadership, and how to learn from failures. Their stories and advice will help anyone in finance make a greater impact within their organization. Tune in for more practical tips on navigating the world of FP&A!Campfire: AI-First ERP:Campfire is the AI-first ERP that powers next-gen finance and accounting teams. With integrated solutions for the general ledger, revenue automation, close management, and more, all in one unified platform.Explore Campfire today: https://campfire.ai/?utm_source=fpaguy_podcast&utm_medium=podcast&utm_campaign=100225_fpaguyFollow Rosemary Linden:LinkedIn - https://www.linkedin.com/in/rosemarylinden/Company - https://www.linkedin.com/company/momentumcfo/Follow Glenn:LinkedIn - https://www.linkedin.com/in/glenntsnyder/Earn Your CPE Credit For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on Earmark and contact Paul Barnhurst for further details.In Today's Episode:[02:04] – What makes great FP&A[07:00] – Glenn's career failure and lesson[11:06] – Rosemary on empathy and tone in FP&A[19:09] – Managing failure[26:00] – Unusual FP&A requests[38:40] – Streamlining budgeting and setting targets[45:30] – Importance of data governance[49:40] – FP&A's role in raising capital[54:35] – Final thoughts on FP&A's impact

Momentum
Momentum Episode 36: Streamlining Grants with Jotform Enterprise

Momentum

Play Episode Listen Later Dec 11, 2025 70:11


What if the biggest barrier to helping young people wasn't funding — but paperwork? In this episode, we sit down with Alysia Lee, CEO and President of the Baltimore Children & Youth Fund (BCYF), to uncover how her team transformed a slow, manual grantmaking process into a fast, transparent, and automated system using Jotform Enterprise. Alysia shares how BCYF supports over 100 grassroots youth organizations each year and why outdated workflows were holding them back. She breaks down how switching to Jotform Enterprise helped them automate approvals, simplify reporting, collaborate across departments, and move millions in grant dollars faster — ensuring young people get access to high-quality programs without unnecessary delays. You'll learn: - How BCYF automated grant reviews, reimbursements, and compliance workflows - Why “one-click reporting” has been a game changer for public transparency - How flexible, youth-friendly forms made it easier for young people to apply for leadership roles - How staff across departments used Jotform to build better, more efficient processes - The real impact: more time for grantees to serve youth, less time stuck in bureaucracy If you're a nonprofit leader, grantmaker, public sector innovator, or operations professional, this episode offers a real-world look at how technology can streamline complex workflows and improve community outcomes.

Life Accelerated
Key Insights from 2025: Transforming Life Insurance with Technology and Data

Life Accelerated

Play Episode Listen Later Dec 11, 2025 10:54


In this episode, host Olivier Lafontaine reflects on the key themes and insights from the 2025 season of Life Accelerated. Throughout the year, the podcast covered the evolving role of technology in the life insurance industry, from the impact of artificial intelligence (AI) to the necessity of data modernization. Olivier looks back at conversations on standardization to build trust across the sector, alongside discussions on how organizations are using AI and data to improve operational efficiency and enhance customer experiences. The episode also touches on the importance of people-driven transformation, stressing that technology must align with the needs of both employees and customers. It explores how insurers can sustain innovation while keeping governance and human insight central to digital strategies.  Ultimately, transformation in life insurance is about using technology with the intention of fostering trust, improving efficiency, and delivering meaningful outcomes. Key Takeaways: Building Trust through Data Standards: Learn how embracing data standardization can reduce friction, improve accuracy, and build stronger relationships in the life insurance sector. The Power of AI in Modernization: Discover how AI is being used to streamline underwriting, improve customer service, and drive efficiency, all while abiding by careful governance. People at the Heart of Transformation: The most successful modernization efforts focus on aligning technology with the people who use it, ensuring better outcomes for both employees and clients. Jump Into the Conversation: (00:00) Reflecting on 2025: Key themes of the season (01:21) Building trust through data standards in insurance(02:56) Modernization: Aligning people and technology for better outcomes(03:41) Empowering teams to drive innovation in life insurance(05:05) Improved customer experiences with AI-driven solutions(06:09) The importance of governance in AI implementation(07:36) Balancing AI opportunities with human oversight(08:32) Streamlining data and enhancing decision-making with technology(09:23) Sustaining innovation in life insurance for long-term success Resources: Connect with Olivier Lafontaine: https://www.linkedin.com/in/olivierlafontaine/  

Attention Audit
130. Hire a Household Helper

Attention Audit

Play Episode Listen Later Dec 10, 2025 12:45


In this episode, I'm talking to moms who are running a business and a household—and are tired of feeling behind. I share the story of my appendix surgery, when our home felt totally out of control, and how hiring a household helper/babysitter through a local Facebook group changed everything.We'll unpack what a household helper actually does (laundry, errands, tidying, returns, sheets, kid help) and why you don't need to be “bursting at the seams” to justify getting support. You'll hear common signs it's time to get help—like constant resentment, never feeling caught up, or canceling work blocks because the house feels chaotic.We'll also dig into the mindset and money blocks: believing you “should be able to do it all,” feeling guilty for wanting help, or thinking it has to be a huge financial commitment.You'll leave this episode with permission to outsource at home, practical ideas for starting small, and a new way to think about trading a little money for time, capacity, and mental peace.  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

Resources Risk & Insurance Podcast
Streamlining Insurance: AI, Automation, and Digital Transformation

Resources Risk & Insurance Podcast

Play Episode Listen Later Dec 9, 2025 41:04


The insurance industry is facing a talent revolution. With AI and automation reshaping how companies attract, hire, and retain top talent, HR leaders are at the forefront of driving change. Join us for a candid discussion with Tony Chimera, Stephen Patscot, and Brett Carter—three of the most influential voices in insurance HR and recruiting—as they share insights on: How AI and automation are changing recruiting workflows The challenges of balancing technology with the human touch What skills and roles insurers will need most in the next decade Practical advice for HR leaders navigating digital transformation Whether you're an HR professional, recruiter, or business leader, this conversation will help you prepare for the future of insurance talent. Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

The Thoughtful Entrepreneur
2341 - Streamlining Your Construction Business for Better Engagement with Leyah&Co.'s Leyah Valgardson Hostetter

The Thoughtful Entrepreneur

Play Episode Listen Later Dec 7, 2025 17:32


How to Transform Your Construction Business: Insights from Leyah Valgardson HostetterIn this episode, host Josh Elledge interviews Leyah Valgardson Hostetter—Founder and Principal Consultant of Leyah&Co. Leyah shares her unique perspective on why the construction industry struggles with consistency, communication, and client satisfaction, and how business owners can fix these problems by intentionally designing a standout client experience. Drawing from her decades of experience and her work coaching over 150 construction owners, Leyah explains how client experience, operational alignment, and team empowerment can transform chaotic businesses into smooth-running, referral-generating powerhouses.Designing a Client Experience That Sets You ApartLeyah explains that many construction companies suffer from predictable reputation challenges—missed deadlines, unclear communication, and constant firefighting—but these issues often stem from the lack of an intentionally designed client experience. She teaches business owners to first define how they want clients to feel at every stage of the project, and then build backward to create workflows, timelines, and touchpoints that support that experience. This shift not only creates consistency but also positions the company as a trustworthy, client-centered leader in a competitive landscape.She also highlights that behind-the-scenes operations must match the promise made to clients. When team roles are unclear, workflows inconsistent, or processes change from project to project, chaos becomes inevitable. By mapping out every client touchpoint, identifying breakdowns, and establishing standardized systems, construction owners can drastically reduce overwhelm while improving efficiency and client satisfaction. Leyah's Experience Blueprint workshop guides companies through this process by aligning client experience design with operational excellence.Finally, Leyah discusses the emotional toll on owners who feel overworked, overwhelmed, and constantly “on call.” She emphasizes that sustainable success requires empowering teams, clarifying expectations, and building repeatable systems that free the owner from daily firefighting. With industry competition tightening for 2025–2026, she stresses that businesses that prioritize client experience, systematization, and operational clarity now will be the ones that thrive in the near future.About Leyah Valgardson HostetterLeyah Valgardson Hostetter is the Founder and Principal Consultant of Leyah&Co., where she helps construction business owners transform their operations through intentional client experience design, workflow optimization, and team alignment. With more than two decades of experience and a proven track record working with over 150 construction leaders, Leyah is known for bringing clarity, structure, and strategy to complex business challenges.Connect with Leyah on LinkedIn.About Leyah&Co.Leyah&Co. helps construction companies streamline their operations, elevate their client experience, clarify roles, and implement systems that reduce chaos and increase referrals. Through consulting, workshops, and team alignment strategies, the company helps construction leaders build operational excellence and long-term competitive advantage.Links Mentioned in This EpisodeLeyah Valgardson Hostetter on LinkedIn

Happy Hour Podcast with Dee and Shannon
EP 250 Both Sides of the Retreat: Hosting, Supporting, and Finding Balance with Kim DeMoss

Happy Hour Podcast with Dee and Shannon

Play Episode Listen Later Dec 4, 2025 22:23


In this episode of The Retreat Leaders Podcast, Shannon sits down with Kim DeMoss - Retreat Ranch's Executive Assistant, Yoga Teacher Training host, and long-time retreat collaborator - to talk about what it's really like to experience retreats from both sides: hosting and supporting. From her early days hosting retreats with Shannon to now managing the logistics behind the scenes, Kim shares candid insights on burnout, boundaries, work-life balance, and how she found her groove in the retreat industry. They also dive into the digital evolution of the industry - how AI and online visibility are reshaping the way leaders must market their retreats - and why self-awareness is key to finding your place in this ever-changing landscape. Whether you're leading retreats, supporting them, or figuring out which role fits best, this episode will give you real-world perspective, practical advice, and a reminder that your version of success doesn't have to look like anyone else's. Key Takeaways Retreat leadership has many layers — and not everyone is meant to be front and center. Supporting retreats can be just as fulfilling as leading them (and sometimes less stressful). Work-life balance matters — especially for women juggling careers, families, and personal growth. The retreat industry is evolving fast with AI and digital marketing — adapt or find your unique niche. Attracting the right participants is key to creating aligned, transformational retreat experiences. Streamlining your focus can lead to more fulfillment and sustainable success. Learn about Kim's YTT: https://www.projectmindfulmovement.com/ The Retreat Leaders Podcast Resources and Links: Learn to Host Retreats Join our private Facebook Group Top 5 Marketing Tools Free Guide Get your legal docs for retreats Join Shannon in Denver at the Retreat Industry Forum  Join our LinkedIn Group Apply to be a guest on our show   Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let's create a vibrant retreat community together!   Subscribe:  Apple Podcast | Google Podcast | Spotify --------- TIMESTAMPS Kim and Shannon's History (00:00:59) They discuss how they met, their decade-long relationship, and collaborative projects. Roles in the Retreat Space (00:02:05) Kim shares her experience as both a retreat host and support, and her preference for support roles. First Retreat at Retreat Ranch (00:03:48) Kim recalls hosting the first retreat at Retreat Ranch and lessons learned from minimal resources. Balancing Personal Life and Retreat Hosting (00:04:46) Kim explains why she hosts only one retreat a year, citing personal and family circumstances. Learning from Career Shifts (00:06:05) Shannon relates her own career pivot and how skills transfer to new roles, paralleling Kim's journey. Letting Go of Expectations (00:07:22) Kim discusses the challenge of disappointing others versus honoring personal capacity and boundaries. Retreat Industry Forum Announcement (00:08:01) Shannon promotes the upcoming Retreat Industry Forum event in Denver. Navigating Life Seasons and Work Choices (00:09:06) They talk about making choices that fit current life seasons, especially with family and career changes. Marketing and Selling Retreats Today (00:10:40) Discussion on how retreat marketing has evolved, becoming more complex and demanding. Alternative Roles in the Retreat Industry (00:11:51) Exploring ways to stay involved in the industry without hosting, especially if marketing isn't appealing. Evaluating Retreat Marketing and Audience Fit (00:12:48) Kim reflects on attracting the right participants and lessons from her first retreat's marketing. Listening to Inner Guidance and Pivoting (00:13:21) They emphasize the importance of listening to intuition and being open to change. Kim's Strengths and Transition to Support Roles (00:14:24) Kim and Shannon discuss Kim's organizational skills and her move to more supportive, creative roles. Benefits of Support Roles and Life Transitions (00:16:16) Kim shares the relief and satisfaction of support work during her husband's military retirement transition. Continued Learning and Growth (00:18:07) They discuss ongoing personal and professional growth, and Kim's involvement in events and trainings. Differences Between Training and Wellness Retreats (00:18:53) Kim explains how training retreats differ from wellness retreats in focus and participant expectations. Structuring Training Retreats for Balance (00:20:28) Advice on scheduling downtime in training retreats to avoid burnout for both leaders and attendees.

Headline News
Commerce Ministry: China is working on streamlining rare earth export licenses

Headline News

Play Episode Listen Later Dec 4, 2025 4:45


A Chinese Commerce Ministry spokesperson says the government has given timely approval to all compliant export applications for rare earth-related items intended for civilian use.

The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice
Chaos to Clarity: How Streamlining Administrative Workflows Transformed My Practice with Wendy McSparren | POP 1308

The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice

Play Episode Listen Later Dec 3, 2025 27:55


What happens to a practice when growth comes faster than the systems that can sustain it? How do you lead effectively when administrative chaos threatens to burn you out? What […] The post Chaos to Clarity: How Streamlining Administrative Workflows Transformed My Practice with Wendy McSparren | POP 1308 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.

Becker’s Healthcare Podcast
Streamlining Long Acting Injectable PrEP Through Teamwork and Smarter Workflows

Becker’s Healthcare Podcast

Play Episode Listen Later Dec 3, 2025 17:02


In this episode, Dr. Steven K. Barnett of CAN Community Health explains how his organization improved access to long acting injectable PrEP by optimizing EHR workflows, strengthening payer authorization processes, and coordinating multidisciplinary teams to reduce barriers for patients and providers.

Attention Audit
129. 6 Ways to Stay Out of Overhwhelm This Holiday Season

Attention Audit

Play Episode Listen Later Dec 3, 2025 16:08


In this episode, I share my own holiday reflections and reveal six practical strategies I use to stay out of overwhelm in December. From setting boundaries and deciding what's “enough” to protecting my time and taking intentional breaks from social media, I offer the actionable steps that help me find balance and joy through the season.I talk about focusing on routines that matter, avoiding unnecessary projects or stress, and documenting activities now to make things easier next year. Tune in as I discuss how I stay present, let go of comparison, and embrace a peaceful, intentional holiday season.Grab my Holiday Headquarters guide to get everything you need to organize, plan, and celebrate with ease, think gift lists, family photos, meal plans, and memory-making ideas all in one place!  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

The Scope of Things
Episode: 45 - Doug Bain on Streamlining Clinical Trials

The Scope of Things

Play Episode Listen Later Dec 2, 2025 23:42 Transcription Available


Doug Bain, founder and consulting partner of ClinFlo, discusses his proposed regulatory blueprint for digital trials in the latest episode of The Scope of Things podcast. With host Deborah Borfitz, Bain delves into his strategy for turning 21 CFR Part 11 into a more practical regulation that streamlines rather than bogs down clinical trials, what would qualify someone to take on the role as a trusted third party (and what makes them trustworthy), and the new FDA administration's modernization plan aligns—or squares—with his ideas. Plus, the latest news on a tool for detecting fraud and sampling bias in decentralized trials, technology for identifying potentially dangerous drugs before trials start, a novel women's health and menopause initiative, a regenerative therapy for spinal cord injury, and a new oral treatment for preventing dementia. Show Notes :  News Roundup Data collection tools for decentralized trials MyTrials platform study in the Journal of Clinical and Translational Science  Real-time data integration tool Press release on the Mount Sinai website Drug toxicity prediction Article in EbioMedicine  Tufts Women's Health and Menopause Initiative News from Tufts University  Regenerative therapy for spinal cord injury Article in Nature Oral treatment for preventing dementia Press release from Aarhus University  Guest Doug Bain, founder and consulting partner of UK-based ClinFlo  The Scope of Things podcast explores clinical research and its possibilities, promise, and pitfalls. Clinical Research News senior writer, Deborah Borfitz, welcomes guests who are visionaries closest to the topics, but who can still see past their piece of the puzzle. Focusing on game-changing trends and out-of-the-box operational approaches in the clinical research field, the Scope of Things podcast is your no-nonsense, insider's look at clinical research today.

Supply Chain Now Radio
Logistics Challenges: Time to Block, Tackle, and Win

Supply Chain Now Radio

Play Episode Listen Later Dec 1, 2025 52:50 Transcription Available


As modern supply chains grow more complex, shippers are under increasing pressure to move beyond spreadsheets, emails, and manual decision-making. For Trove Brands, rapid expansion across multiple product lines created new challenges in parcel, LTL, truckload, and international shipping. Keeping up with customer expectations and rising order volumes required better automation, cleaner data, and greater visibility across every mode. In this episode of Supply Chain Now, host Scott Luton speaks with Tanner Dastrup, Director of Logistics at Trove Brands, and Shannon Vaillancourt, CEO of RateLinx. They break down how Trove replaced outdated workflows with automated rate shopping, digital truckload auctions, integrated freight audit tools, and real-time container tracking. By connecting these capabilities directly to their ERP systems, Trove reduced manual work, improved accuracy, and provided teams and customers with more reliable information.Together, Scott, Tanner, and Shannon explore the broader shifts shaping transportation today, from the value of unified data to the cost of inconsistent carrier selection and manual settlement. Their discussion shows how flexible technology can streamline warehouse and 3PL workflows, strengthen customer experience, and help growing shippers scale with confidence.Jump into the conversation:(00:00) Intro(00:34) Meet the panel(02:34) Trove Brands overview(06:29) Shipping operations and challenges(12:17) Automation and integration(17:48) Data and integration hurdles(25:30) Streamlining sales with real-time quotes(26:47) Challenges in B2B LTL shipments(29:21) Operational inefficiencies in warehouse and 3PL workflows(34:22) Improving international shipping visibility(42:20) Choosing the right TMS solutionAdditional Links & Resources:Learn more about RateLinx: https://www.ratelinx.com/Connect with Shannon Vaillancourt: https://www.linkedin.com/in/shannon-vaillancourt/Learn more about Trove Brands: https://trovebrands.comConnect with Tanner Dastrup: https://www.linkedin.com/in/tanner-dastrup-1a4677165/Read why ShipLinx TMS was the best fit for A&A Global: https://www.ratelinx.com/use-cases/integrated-automated-in-control-shiplinx-tms-freight-audit-transforms-aa-global-shipping-operations/Check out our previous episode with RateLinx and A&A Global: https://www.youtube.com/watch?v=D4d7dhNr8tQLearn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now...

The Real Estate and Mortgage Show
Regulatory Delays: The Silent Killer of Ontario's Housing Construction

The Real Estate and Mortgage Show

Play Episode Listen Later Dec 1, 2025 2:57


Regulatory Delays: The Silent Killer of Ontario's Housing Construction

Engines of Our Ingenuity
The Engines of Our Ingenuity 1480: Streamline

Engines of Our Ingenuity

Play Episode Listen Later Nov 30, 2025 3:38


Episode: 1480 Streamlining and the American public.  Today, we talk about streamlining.

Honest eCommerce
Bonus Episode: Evaluating Marketing Wins Beyond Vanity Metrics with Scott Desgrosseilliers

Honest eCommerce

Play Episode Listen Later Nov 27, 2025 32:50


Scott Desgrosseilliers is the founder and CEO of Wicked Reports, a leading first-party marketing attribution platform for high-growth eCommerce brands. With over a decade of experience analyzing billions in ad spend, Scott helps marketers cut through the noise to find what's really driving ROI. He's the creator of the 5 Forces System, a proven framework that turns messy marketing data into clear, confident decisions. Before Wicked Reports, Scott led and consulted on database and process management applications at Motorola, Quest Diagnostics, Breck Shampoo, Ovaltine, the Hong Kong 911 department, and Apartments.com. When not leading Wicked Reports, Scott can be found in Marblehead Massachusetts playing pickleball, meditating, or on the boat with the family. In This Conversation We Discuss: [00:00] Intro[02:37] Questioning attribution in marketing[06:44] The truth about “more is better” marketing [07:36] Choosing channels for first campaigns[09:34] Starting funnels with small spend[11:16] Debunking marketing ROI lies[14:24] Navigating attribution for customer journeys[16:51] Distinguishing case studies from reality[19:07] Exploring the Five Forces framework[27:24] Seeing emotional spending on paid ads[27:50] Recording client interaction for accountability [28:53] Highlighting effective AI campaign analysis [31:21] Streamlining insights for effective decisionsResources:Subscribe to Honest Ecommerce on YoutubeMultitouch marketing attribution software www.wickedreports.com/Follow Scott Desgrosseilliers www.linkedin.com/in/scottd71/If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Data in Biotech
Streamlining bioanalytical workflows with Watson LIMS and Thermo Fisher

Data in Biotech

Play Episode Listen Later Nov 20, 2025 49:51


In this episode of Data in Biotech, host Ross Katz sits down with John Liberty, Senior Bioanalysis Technical Sales Consultant at Thermo Fisher Scientific. They dive deep into how Watson LIMS™ supports regulated bioanalysis workflows, the evolving role of lab automation, and how Connect Enterprise aims to unify biotech digital ecosystems. What you'll learn in this episode: >> Why Watson LIMS is purpose-built for bioanalysis and how it enhances compliance and data traceability. >> The role of lab automation in boosting productivity and reducing manual tasks. >> How Connect Enterprise integrates lab systems across vendors into a seamless workflow.  >> Key considerations for implementing LIMS in startup versus established biotech environments. >> The ROI of digital lab solutions in supporting scalable, compliant biotech operations. Meet Our Guests John Liberty is a GMP-trained scientist with a strong focus on ELISA method development, validation, and transfer. He pairs his hands-on scientific background with experience in project management, CRO coordination, data analysis, and training, making him someone who really understands how work moves from the lab bench to real-world application. John has also spent time on the product and customer side, doing technical sales and demos for Watson LIMS™ software, giving him a rare blend of technical depth and communication skills. About The Host Ross Katz is Principal and Data Science Lead at CorrDyn. Ross specializes in building intelligent data systems that empower biotech and healthcare organizations to extract insights and drive innovation. Connect with Our Guest: Sponsor: CorrDyn, a data consultancyConnect with John Liberty  on LinkedIn  Connect with Us: Follow the podcast for more insightful discussions on the latest in biotech and data science.Subscribe and leave a review if you enjoyed this episode!Connect with Ross Katz on LinkedIn Sponsored by… This episode is brought to you by CorrDyn, the leader in data-driven solutions for biotech and healthcare. Discover how CorrDyn is helping organizations turn data into breakthroughs at CorrDyn.

Resources Risk & Insurance Podcast
Streamlining Insurance: M&A as a Catalyst for Insurance Innovation

Resources Risk & Insurance Podcast

Play Episode Listen Later Nov 20, 2025 32:09


On this episode of Streamlining Insurance, we sit down with Sara Phillips, Head of Strategic Partnerships & Investments, Innovation Strategy at Great American Insurance Group. Sara brings a wealth of experience in M&A and innovation strategy, having led efforts to leverage acquisitions and partnerships as tools for growth, talent, and technological advancement. We discuss how carriers evaluate insurtech opportunities, the balance between building versus buying, and what it takes for startups to become attractive partners. For startups, carriers, and investors alike, this conversation provides a front-row view into how strategic investments and partnerships are reshaping insurance — from data analytics to distribution — and why collaboration is at the heart of digital transformation. Unlock how M&A, strategic investments, and AI innovation are redefining insurance. #Insurance #Insurtech #AIinInsurance #InsuranceInnovation #StreamliningInsurance #RiskEducation #GreatAmericanInsurance #Underwriting #MergersAndAcquisitions Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Attention Audit
128. My Family's Money System

Attention Audit

Play Episode Listen Later Nov 19, 2025 24:03


In this episode, I'm sharing how my husband and I created our “abundant money system” to manage family finances with clarity and flexibility. Learn how combining finances, detailed budgeting, and personal spending accounts can empower both partners while maintaining financial freedom.I'm offering practical tips for tracking expenses—using Google Sheets, Monarch Money App, and Splitwise for group costs—and showing you how to plan for both fixed and variable expenses, from mortgage to kids' activities. Plus, hear why open conversation and emotional awareness are keys to making any money system work for you!  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

Embracing Your Voice
Bonus Episode: The Double Tax: Beauty, Labor, and Inequity for Women of Color

Embracing Your Voice

Play Episode Listen Later Nov 18, 2025 89:10


In this episode, we dive deep into the unseen labor that women, especially women of color, navigate daily—whether it's managing societal expectations around beauty, facing structural inequities in the workplace, or advocating for change in a world resistant to it. From colorism and the “hot girl tax” to pay transparency, unionization, and the power of community, our guest shares candid insights and personal experiences to illuminate both challenges and actionable solutions.

Craft Beer Professionals
Streamlining Your Brewery: Lessons from Lawson's Finest Liquids

Craft Beer Professionals

Play Episode Listen Later Nov 17, 2025 58:07


Breweries are under pressure—tight margins, unpredictable production, and old ways of managing inventory, compliance, and procurement that just aren't cutting it anymore. In this session, we'll explore how mid-sized breweries can reclaim efficiency and stay competitive using smarter systems, without needing an enterprise IT team.You'll hear from Lawson's Finest Liquids, a regional brewery navigating this transformation firsthand, alongside their technology partners. Together, we'll break down how integrated solutions have driven automated compliance, smarter purchasing, and greater operational efficiency—while delivering measurable ROI.Through a panel discussion grounded in real brewery experiences, we will spotlight three high-impact areas where smarter tools are turning friction points into competitive advantages:Automating and backing up TTB and state excise reporting with live data Leveraging Material Requirements Planning (MRP) to improve purchasing decisions and reduce wasteBuilding a business case for moving off QuickBooks and other standalone solutions into more robust, scalable systemsWhether you're trying to reduce reporting errors, tighten up inventory, or free up your team's time, this session delivers practical strategies and actionable steps for brewing smarter without overwhelming your budget.This conversation features:Alyssa Sorrentino (Lawson's Finest Liquids)Anthony Shibata (Wipfli LLP)Dane Koepke (Wipfli LLP)Fiona Gray (Lawson's Finest Liquids)Randy Smith (Vicinity Software)Join us in person for CBP Connects New OrleansDecember 8–10, 2025It's never been more important to connect: https://cbpconnects.com/

RETHINK RETAIL
Retail's Secret to a Sellout Holiday Season

RETHINK RETAIL

Play Episode Listen Later Nov 14, 2025 29:03


Join Timm Henderlight, Lead Strategy Consultant at Perficient, and Rick Olson, Consult Partner at Kyndryl, as they reveal how predictive analytics and AI are transforming holiday retail planning. Discover how retailers are: - Forecasting demand with greater accuracy - Optimizing inventory and assortments - Streamlining operations for peak season Whether you're a retailer looking to gain a competitive edge or simply curious about how data drives holiday success, this episode offers practical insights to help you plan smarter and sell more. Special thanks to @Kyndryl for making this episode possible Listen Now

The Modern Hotelier
#231: Streamlining Hotel Security & Operations with Smart Access Control | with Gabriella Forss

The Modern Hotelier

Play Episode Listen Later Nov 12, 2025 6:07


In this episode, we're live from the trade show floor at The Hospitality Show in Denver, Colorado! Steve and David are joined by Gabriella Forss, Hospitality Engagement Leader of North America for SALTO Systems — one of the leading providers of electronic access control in hotels around the world.Gabriella shares her journey from Cornell's Hotel School to over eight years with SALTO, and explains how the company is helping hotels modernize access control while keeping the guest experience seamless. She breaks down how SALTO's connected ecosystem reaches far beyond guestroom locks — spanning back-of-house access, lockers, padlocks, parking gates, and more, all within one scalable platform.We dive into major topics shaping the future of hotel technology:Mobile keys & how SALTO balances frictionless access with high-level encryptionIntegrations with PMS, POS, and guest apps to create a cohesive hotel tech ecosystemThe expansion into facial recognition and smart energy solutionsSALTO's commitment to sustainability, carbon neutrality, and eco-friendly credentialWatch the FULL EPISODE on YouTube: https://youtu.be/Kr1_Javur7YLinks:Gabriella on LinkedIn: https://www.linkedin.com/in/gabriellaforss/SALTO Systems: https://saltosystems.com/en/For full show notes head to: https://themodernhotelier.com/episode/231Follow on LinkedIn: https://www.linkedin.com/company/the-...Join the conversation on today's episode on The Modern Hotelier LinkedIn pageConnect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.

Attention Audit
127. 5 Things No One Talks About When You Have a Flexible Schedule

Attention Audit

Play Episode Listen Later Nov 12, 2025 17:25


In this episode, I share my top five lessons for mom entrepreneurs managing a flexible schedule. I talk about how I've overcome guilt for enjoying midday freedom—reminding myself and my fellow working moms that this flexibility is a strength we've created, not a luxury. I explain how I define what “done” looks like by setting clear goals and calendar blocking, which helps me avoid overwhelm and improve my productivity. I discuss the boundaries I set to honor my off-hours, boosting both my work and family life. I also share how I reduce decision fatigue with planned routines and themed family dinners, making daily life with a business smoother. Finally, I reveal how pre-planning and batching household tasks keeps me focused as a business owner and mom. These productivity tips help me—and hopefully you—find balance, thrive in entrepreneurship, and enjoy more time with your family.  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

Listeners to Leads
Streamlining Your Podcast Workflow for Maximum Productivity

Listeners to Leads

Play Episode Listen Later Nov 11, 2025 15:28


Is your podcast draining your time instead of growing your business or your impact? If you feel buried under the constant tasks of coming up with ideas for your show, recording, editing, promoting, then this episode is going to be your lifeline. Today, we're diving into essential strategies to build a seamless and time saving workflow. This week, episode 242 of Podcasting Unlocked is all about streamlining your podcast workflow for maximum productivity!In this episode of Podcasting Unlocked, I share the importance of taking the time to reflect on your workflow and actionable steps you can take right now to streamline your processes for efficiency without overworking yourself.Key takeaways:Audit Your Time Drain: Identify the parts of your current podcast workflow that are consuming the most time (e.g., editing, repetitive tasks, promotion) and target them for automation or deletion.Focus on Impact Channels: Stop wasting energy on social media platforms that give you zero results and instead focus your podcast promotion efforts solely on the channels that drive real audience engagement and business leads.The Power of Batching: Implement a batching system for content creation to drastically reduce the mental load and increase productivity by grouping similar tasks (e.g., record all intros at once).Work with Your Capacity: Design your podcast process around your true energy levels and available time, making your workflow efficient and sustainable to prevent burnout.Don't forget to head over to galatimedia.com/workshop to sign up for the Podcast Workflow Workshop on November 17th, or access the replays of my other workshops!Be sure to tune in to all the episodes to receive tons of practical tips on turning your podcast listeners into leads and to hear even more about the points outlined above. Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate and review the podcast and tell me your key takeaways!Learn more about Podcasting Unlocked at https://galatimedia.com/podcasting-unlocked/ CONNECT WITH ALESIA GALATI:InstagramLinkedInWork with Galati Media! Work with Alesia 1:1LINKS MENTIONED:Podcasting Unlocked Ep 234 - I'm Quitting Social Media for My Podcast: A Q4 Marketing ExperimentProud member of the Feminist Podcasters Collective.

Most Podern Podcast
Why Affordable Housing Isn't Affordable

Most Podern Podcast

Play Episode Listen Later Nov 11, 2025 26:03


Why does building “affordable” housing cost so much in the built environment? From land prices to loan rates, construction inflation to endless permitting, Alex and Libo break down the true costs of creating homes and why the system often works against the very people it is meant to help. They unpack how financing, regulation, and risk collide, what makes America's housing model unique, and what simple reforms could unlock more livable and affordable cities for everyone.Subscribe to Most Podern on:Spotify - https://open.spotify.com/show/3zYvX2lRZOpHcZW41WGVrpApple Podcasts - https://podcasts.apple.com/us/podcast/most-podern-podcast/id1725756164Youtube - https://www.youtube.com/@MostPodernInstagram - https://www.instagram.com/most.podernLinkedIn - https://www.linkedin.com/company/most-podernKeywordsaffordable housing crisis, built environment, housing policy, real estate development, construction costs, architecture, urban design, cities, zoning reform, housing finance, interest rates, pro forma explainedChapters00:00 Understanding Affordable Housing Costs02:29 The Role of Pro Forma in Housing Development05:49 Financing Affordable Housing Projects09:58 Impact of Rising Costs on Housing Development16:18 Government's Role in Affordable Housing20:29 Streamlining the Permitting Process23:13 Changing Perspectives on Housing Development

The Greener Way
Navigating NSW's Planning Framework: What Investors Need to Know

The Greener Way

Play Episode Listen Later Nov 10, 2025 16:55


In this episode of 'The Greener Way,' host Michelle Baltazar speaks with Jane Gibbs, national ESG advisory lead at Unwelt, to delve into the proposed environmental planning and assessment amendment reforms in New South Wales. The discussion covers the implications of the reforms for the sustainability and investment sectors, highlighting the establishment of a housing delivery authority and a development coordination authority. The conversation also explores the inclusion of climate resilience in the legislative changes and their expected impact on project development and approval processes. -01:03 Introducing Jane Gibbs and her expertise02:15 Understanding the environmental planning and assessment amendment03:35 Significance of climate resilience in planning04:32 Impact of the Housing Delivery Authority and Development Coordination Authority05:05 Legislative process and expected timeline07:21 Streamlining approvals for sustainability11:31 Climate change and natural disasters: Implications for investors14:48 Final thoughts and future outlook-Link: https://www.umwelt.com.au/news/nsw-planning-system-reforms-what-you-need-to-know/This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Attention Audit
126. 7 Small But Mighty Habits That Change How I Show Up

Attention Audit

Play Episode Listen Later Nov 5, 2025 14:35


In this episode, I'm sharing my seven small but mighty habits that help me achieve work-life balance and run my business as a busy mom entrepreneur. I'll show you how I use daily calendar reviews, say no without guilt, and batch errands for better time management. You'll learn why setting boundaries and regularly reevaluating commitments have been game-changers for my focus and wellbeing. I also reveal my stress-free dinner system and my “close the loop” strategy that keeps me—and my family—on track without feeling overwhelmed.If you're looking for easy, repeatable routines to manage your business and family life more efficiently, this episode is for you. I offer practical, actionable advice to help you organize your days, prioritize what matters, and eliminate unnecessary stress as a mompreneur.  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

All Business. No Boundaries.
Streamlining Operations: How Bayer and DHL are Reducing Complexity

All Business. No Boundaries.

Play Episode Listen Later Nov 4, 2025 29:25 Transcription Available


In this episode, join Michael Sullivan, Senior Vice President, Product Supply Chain NA, Bayer and James Hoskins, Vice President, Operations, Life Sciences and Healthcare, DHL Supply Chain, as they explore our 25-year partnership, organizational strategy and successful collaborations. 

Smart Franchising with Fransmart
Fransmart Takeover: Scaling Smarter – What a Former Marine Learned Building America's Largest Marco's Franchise

Smart Franchising with Fransmart

Play Episode Listen Later Nov 4, 2025 47:06


From running movies out of the back of his family's warehouse at age 12 to becoming the largest Marco's Pizza franchisee in America, McLain Hoogland understands the long game – and the pivot. With a lineage stretching back to the birth of family video rental and a career forged by service in the Marine Corps, McLain doesn't just lead a multigenerational business, he's reinvented it more than once.In this episode of the Smart Franchising Podcast, we explore(06:11) Growing up in a family business(08:26) The drive behind pizza chain growth(11:34) Streamlining operations for control(13:08) Why efficiency depends on geography(16:53) Franchise growth vs real estate(19:55) Veterans' skills beyond stereotypes(22:35) Turning customer experience into profit(26:27) What makes a franchise restaurant succeed(29:27) Marketing challenges for franchise owners(33:17) How food delivery keeps evolving(38:02) What to look for in a franchise system(41:00) Leadership that goes beyond business books(42:42) Finding balance to avoid burnout(45:56) Diversifying into healthcare and real estateOn Why Veterans Thrive in FranchisingMcLain: “You've learned some pretty high-level things in very stressful situations. You've learned how to train people, how to follow SOPs. That's a restaurant. There's a rule set in franchising: it isn't a free-for-all all.”On Building for Growth (Not Just Survival)McLain: “The first year is dialing in your operations and growing your customer base. You have to hire for the sales you want, not just the budget you think you have.”On Knowing When NOT to Get Into FoodMcLain: “If your first venture into franchising and you have no food experience, I would say, do not go into food. It's easy to lose money, hard to make money – it's a very competitive space.”On The Power of Brand and CultureMcLain: “If you're joining a franchise system, you're buying all of it, not just the food. Do your homework. Dig deep into the support and leadership.”

SaaS Fuel
Behavioral Science Meets Business: Innovative Insights for Smarter Strategy | Rachel Edwards | 333

SaaS Fuel

Play Episode Listen Later Nov 4, 2025 47:43


In this episode of SaaS Fuel, host Jeff Mains sits down with Rachel J. Edwards, founder of INSPIRI and creator of the Strategic Personality Blueprint (SPB). Rachel shares her journey from coaching to building a personality assessment tool that provides a holistic, multi-dimensional view of human behavior, bridging the gaps between popular frameworks like Disc, Enneagram, Big Five, and incorporating proprietary strengths and values modules. She discusses the challenges of bringing innovation to market as a non-technical founder, balancing product vision with scaling constraints, and the profound impact of customized personality insights for hiring, team harmony, and organizational success.Rachel's insights illuminate how understanding individual and team dynamics with evolving, experience-based assessments can turbo-charge leadership, hiring, and even applications beyond business—spanning education and criminal justice. Authenticity, privacy, and values-driven decision-making are at the heart of her product, pushing organizations to move beyond static labels to real, actionable understanding.Key Takeaways00:00 Holistic Coaching System Needed06:16 Dynamic Evolving Personal Assessment09:26 Beyond Labels to True Understanding12:08 "Team Analysis for Effective Leadership"15:40 "Validating Market Fit First"19:51 Streamlining for Scalability and Efficiency23:32 Building Trust in Employee Assessments26:41 Optimizing Team Dynamics Strategically29:36 Balanced Approach to Personality Insights32:18 Personalized Rehabilitation for Better Outcomes35:54 Tailoring Investor Communication Strategies40:28 "AI's Impact on Jobs"Tweetable QuotesViral Topic: One Assessment to Rule Them All: "And came up with one single assessment where it will capture five different assessments in one, though you're only taking one assessment, so like you said, you're not going to have to take the disc or Enneagram or any of the other assessments. It's all in one." — Rachel J. Edwards Quote: "how does somebody's motivations or their values impact the behavior that they see? And really being able to understand that point allows a coach or a leader or an organization to better lead and guide their people." — Rachel J. Edwards Viral Topic: The Truth Behind Personality Labels: "I like to say is we bridge the gaps between the labels because life and growth happen behind the labels." — Rachel J. Edwards Proving Market Fit Before Building: "So instead of going, like you said, to get go and building something from tech and then saying we have this, we're almost kind of flipping it and showing that there's a market fit, people want this and we're using it now." — Rachel J. Edwards Quote: "I think any one of those single things misses so much because there's just so much that people have to offer. People are a lot of depth in who they are and how they perform." — Jeff Mains Avoiding Startup Pitfalls: "some founders will make the mistake of we want to automate everything, get that out there, and it's all technology. And so they end up having to redo a bunch of stuff because they take all of the learning happens after they've already built it and like, oh, we should have done that differently." — Jeff MainsSaaS Leadership LessonsBridge the Gaps Between Labels: Avoid oversimplifying people by single assessments; embrace layered approaches for deeper understanding.Champion Privacy to Build Trust: Protect individual assessment results—privacy encourages honesty and leads to more actionable insights.Start Manual, Learn Deep: Begin with hands-on delivery to...

The Big Talk with Tricia Brouk
Masterclass Hot Seat Coaching - #27

The Big Talk with Tricia Brouk

Play Episode Listen Later Oct 31, 2025 11:30


In today's special bonus episode, I am taking you behind the scenes of The Art of The Big Talk, my live two-day virtual masterclass.   During these done-with-you days, I support speakers and thought leaders in becoming laser-focused on their desires and ideas. I equip them with comprehensive systems to skyrocket their impact and open doors to coveted stages. And that's what you'll hear in today's episode.    In this episode, we'll explore: How to use storytelling to get people to lean in and take action Feeling confident in your keynote and understanding who needs it Streamlining and shortening your title talk so it is clear and powerful Finding your specific message and landing on your big idea   More from Tricia  Unlock your potential and grow your speaking business during The Art of The Big Talk, my LIVE Two-Day Virtual Masterclass Join me LIVE for my Free Monthly Workshop Explore my content and follow me on YouTube Follow me on Instagram  Connect with me on Facebook  Connect with me on LinkedIn  Visit my website at TriciaBrouk.com

Attention Audit
125. 5 Areas to Get Organized in Your Household Before the End of the Year

Attention Audit

Play Episode Listen Later Oct 29, 2025 13:07


If you're ready to wrap up the year feeling organized and lighter, this episode is for you! I'm sharing my favorite strategies that help me, as a mom and entrepreneur, streamline our home and work life—just in time for the holidays. I'll walk you through how I tackle paper clutter, keep toy chaos under control, digitize important files, and simplify our bathroom setup. I'll also talk about how I brain dump all those lingering home projects and curate my daughter's artwork in meaningful ways (with creative display ideas!). As I prep both our space and my mindset for a joyful, stress-free holiday break, I want to encourage you to do the same. Whether you're juggling business, home, or both, I hope my honest stories and practical tips inspire you to declutter, get organized, and step into the new year with more intention and less stress.  Free Resources:Join 30 Day Calendar Blocking Blueprint and finally feel in control. ​Click here to join the next round. ​Are you a business owner making $100,000+ and still wearing all the hats? ​Click here​ to learn about my upcoming 12-week Outsourcing Mastermind.Are you an aspiring or newer business owner who needs some accountability and clarity on the next steps? ​Click here​ to join my 6-month accountability group - Simplify.

The Model FA
From Cold Calls to AI: Michael Barasso's Blueprint for Modern Wealth Managemen

The Model FA

Play Episode Listen Later Oct 21, 2025 36:26


In this episode of the Model FA Podcast, host David DeCelle sits down with Michael Barasso, Director of Business Development at United Financial Planning Group and founder of Wealthline.  Michael shares his journey from software sales to joining and transforming his family's wealth management firm, and how he leveraged technology and process improvements to drive explosive growth. Discover how United FPG doubled their lead flow, harnessed the power of client reviews, and implemented innovative solutions like dynamic client questionnaires and an AI-powered receptionist. Michael also unveils Wealthline's suite of tools designed to help advisory firms streamline operations, capture more leads, and reclaim valuable time. Whether you're a financial advisor, business owner, or tech enthusiast, this episode is packed with actionable insights on scaling your business and embracing AI-driven solutions. Key Topics Covered: Michael's transition from software sales to wealth management The evolution and growth of United Financial Planning Group How client reviews transformed their sales process and lead generation Building a high-converting, SEO-optimized website Streamlining client onboarding with dynamic questionnaires The story behind Wealthline's AI receptionist and Engage platform Tackling email overload with AI-powered inbox management Actionable advice for advisors on leveraging technology and AI Action Items from the Episode: Connect with Michael Barasso on LinkedIn: https://www.linkedin.com/in/mbarrasso/ Check out the Wealthline website at wealthline.ai and fill out the form for a free call analysis Explore Wealthline's AI receptionist and email management features Links Mentioned: Wealthline: https://wealthline.ai --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.