Podcasts about streamlining

In this emotional final episode, I'm announcing the close of "Simplify with Amanda B" and reflecting on this journey with you. Listening to my intuition has been life-changing, guiding me to make decisions aligned with my growth—even when it means ending something wonderful.Every experience, including this podcast, has prepared me for what's next. I encourage you to consider if what you're doing truly aligns with where you want to go, and remind you it's okay to move on when it no longer fits.Thank you from the bottom of my heart for tuning in, engaging, and supporting me along the way. While I'm saying goodbye to this show, this isn't goodbye forever—there are new adventures and an exciting venture ahead, and I can't wait to share them with you.The podcast will remain available until the end of February. Thank you for being part of this journey with me—here's to our ongoing growth and new chapters!  

Learn how Forms Logic, a cloud-based fintech platform built exclusively for financial services firms, is revolutionizing client onboarding, account opening, and advisor transitions. In this episode of the Model FA podcast, CEO David DeCelle interviews Joel Friedman, the Chief Operating Officer of Forms Logic, who shares his 25 years of experience in wealth tech. Discover how the Navigator product eliminates paper-oriented, manual processes and single-handedly ensures single data entry and the use of the most updated, correct forms, dramatically reducing Not In Good Order (NIGO) rates from up to 50% down to the low single digits. Joel also details how the Migrator product streamlines advisor transitions, turning a typically 60- to 90-day process into a three-to-four-week preparation period, which is critical because "time kills deals" and means assets are deployed faster to generate income. Forms Logic is focused on streamlining front and back office operations for broker-dealers, RIAs, and wealth managers to free up capacity for organic growth. In this episode: • Meet the Expert: Joel Friedman, a long-time expert (25 years!) in the technology used by financial companies, especially known for his 20+ years at Docupace. • The Solution: A tool called "Forms Logic Navigator" that solves the huge problem of too much paperwork in wealth management. • The Problem: Opening new client accounts is slow and full of mistakes because people have to manually fill out and check forms, often typing the same information (like a name) over and over. • The "Magic" of Single Entry: Forms Logic's Navigator lets you enter a client's information just once, and it automatically fills out all the necessary forms. • Fewer Mistakes: The system drastically cuts down on forms that are "Not In Good Order" (NIGO)—meaning they're incomplete or incorrect—from a very high 30-50% down to almost none. • Easy Advisor Moves (Migrator): Forms Logic's Migrator makes it much faster and simpler for financial advisors to switch firms and bring all their clients with them, cutting a 60-90 day process down to just a few weeks. • Why Quickness Pays Off: Moving assets faster means they start earning money sooner, which boosts income and keeps clients happier. • Complete Workflow Automation: The platform handles everything from the forms the advisor fills out (front office) to the processing and checking done by the company (back office), creating a seamless, streamlined process. • The Main Advantage: By automating and simplifying operations, the firm and its advisors have more time and energy to focus on finding new clients and growing the business. #FinancialServicesTechnology #WealthManagementSolutions #AdviserTechnology #FormsAutomation #FintechInnovation #BusinessEfficiency #ClientOnboardingSolutions #AdvisorTransitions #FintechForAdvisors #FormsLogic #WealthTech #NIGOSolutions Connect with Joel Friedman / Forms Logic: Website: formslogic.com --- 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.

Creative Director/Director Scotty Bergstein has been revolutionizing the commercial production process by embracing integrated teams, trust-based collaboration, and cutting-edge technology. Streamlining workflows, enhancing creativity, and delivering high-quality results faster and more cost-effectively are needed to stay relevant. Whether you're a director, agency, or client, his insights provide a roadmap to navigating the evolving advertising landscape with agility and impact. Best of all, it's just great to talk shoppe with my ol' friend. POSH DUOThe original 2-in-1 styling wax stick. I use Posh Duo to keep my hair fly and my beard on point. Free shipping for RTP listeners. Get the Posh look. ONLINE FILMMAKING COURSES - DIRECT WITH CONFIDENCEEach of my online courses come with a free 1:1 mentorship call with yours truly. Taking the Shadow course is the only way to win a chance to shadow me on a real shoot! DM for details. Want to level up your commercial directing game? MAGIC MIND - MY MENTAL PERFORMANCE EXILIRSave hugely on Magic Mind with this link. — This link is the way. Thanks, Jordan My cult classic mockumentary, "Dill Scallion" is online so I'm giving 100% of the money to St. Jude Children's Hospital. I've decided to donate the LIFETIME earnings every December, so the donation will grow and grow annually. Thank you. "Respect The Process" podcast is brought to you by Commercial Directing FIlm School and True Gent, aka True Gentleman Industries, Inc. in partnership with Brady Oil Entertainment, Inc.

In this episode, Kyle sits down with Talyah Hayward of Tidely to talk about using AI and automation in a remodeling business without overcomplicating things. The conversation focuses on simplifying systems, reducing noise, and being intentional about what's worth automating so technology actually saves time instead of creating more work. Tide-ly helps contractors and trades get organized and build systems for growth through smart processes, AI automation, and practical business organization so their companies can scale without overwhelm. See services offered here.  ----- This episode features a real remodeler success story from Contractor Growth Network. Joe Frei, a remodeler in Tucson, Arizona, shares how his business consistently ranks at the top of Google and generates consistent remodeling leads while working with a marketing partner focused on long term growth. Explore real client results and case studies at Contractor Growth Network Results, learn how they help remodelers build marketing that works at Contractor Growth Network, and check out their Podcast for weekly insights designed to help remodelers grow smarter. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Minimizing software is crucial for efficiency. Streamlining processes can save significant time. AI can enhance productivity in remodeling businesses. Balancing automation with personal touch is essential. Leadership commitment is key to implementing new systems. Understanding the fear of change is important for team buy-in. Consistent training and support help in adopting new tools. Financial automation can drastically reduce bookkeeping time. Marketing strategies can be improved with AI assistance. It's important to evaluate the purpose of new tools before implementation. ----- Chapters 00:00 Introduction and Connection 04:03 Streamlining Processes in Remodeling 07:12 The Role of AI in Remodeling Businesses 09:59 Automation Strategies for Efficiency 13:10 Practical Examples of Automation 15:59 Enhancing Client Communication and Follow-Up 21:38 The Importance of Calendar Management 22:28 Automation vs. Personal Touch in Business 26:12 Embracing Technology in the Trades 29:27 Consistency in Implementing New Systems 32:11 Financial Management and Automation 34:37 Creative Uses of AI in Marketing 35:23 Identifying Ideal Clients for Tidely

Thanks to our Partners, NAPA TRACS, Today's Class, KUKUI, and Pit Crew Loyalty Watch Full Video Episode Saim Raza and Tristen Sweeney, co-founders of Shift Automotive, discuss how their AI-powered software is transforming the vehicle service experience. Their platform automates OEM maintenance recommendations and simplifies shop workflows by integrating manufacturer data into professionally formatted, customer-facing reports. This approach not only improves operational efficiency but also helps service advisors build trust with consumers and increase average repair orders. While the technology is advanced, their core mission is deeply human: to improve communication and support shops as drivers keep their vehicles longer. The conversation ultimately underscores a move toward more consultative relationships and elevated customer service in the independent auto repair industry. Key Topics: The “Blood Test” Approach to Maintenance:How using OEM intervals to identify service gaps allows shops to present data-driven recommendations that extend vehicle life—critical as consumers face rising new-car costs.The “Easy Button” Paradox:Why technology only works when behavior changes, and what it really takes to successfully adopt new tools in your shop.Friendly AI & Buying Back Time:How AI can enhance communication, automate routine tasks, and give service advisors more time for meaningful customer interactions.The Consultative Shop Owner:Why the future belongs to shop owners who act as trusted consultants, building long-term relationships through transparency and problem-solving. Saim Raza, Tristen Sweeney, Shift Automotive Thanks to our Partner, NAPA TRACS NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Thanks to our Partner, Today's Class Optimize training with Today's Class: In just 5 minutes daily, boost knowledge retention and improve team performance. Find Today's Class on the web at https://www.todaysclass.com/ Thanks to our Partner, KUKUI Stop juggling multiple marketing tools. KUKUI's integrated platform delivers 4x better website conversions, automated follow-up, and real-time ROI tracking. Get industry-leading customer support with KUKUI at https://www.kukui.com/ Thanks to our Partner, Pit Crew Loyalty You're probably tired of chasing new customers who never return. We understand. Pit Crew Loyalty ends the one-and-done cycle, turning first visits into lasting, reliable revenue at https://www.pitcrewloyalty.com/ Connect with the Podcast: - Follow on Facebook:

Patrick McKenzie (patio11) is joined by Ruxandra Teslo to discuss why drug development keeps getting more expensive despite revolutionary new treatment modalities from GLP-1 agonists to gene therapies. They discuss Eroom's Law (Moore's Law in reverse) and Ruxandra's Common Technical Document Project, which aims to build the "Stack Overflow of clinical development" by making regulatory submissions publicly accessible. This will fill a present hole in the education of researchers, lower barriers for small biotechs, and accelerate drug discovery.–Full transcript available here: https://www.complexsystemspodcast.com/ruxandra-teslo/ –Sponsor: FramerBuilding and maintaining marketing websites shouldn't slow down your engineers. Framer gives design and marketing teams an all-in-one platform to ship landing pages, microsites, or full site redesigns instantly—without engineering bottlenecks. Get 30% off Framer Pro at framer.com/complexsystems.–Links:Eroom's Law (original paper): https://www.nature.com/articles/nrd3681Ruxandra's writing: https://www.writingruxandrabio.com/ Ross Rheingans-Yoo on drug development: https://open.spotify.com/episode/4GiO0KYqxJNCIdltCyhN6m?si=2znQniZ3RXKuX8keNcwWtw Ben Reinhardt on science and development: https://open.spotify.com/episode/0GHegWgLSubYxvATmbWhQu?si=pVCJVITYTqaq65BiST2d0Q–Timestamps:(00:00) Intro(00:56) Challenges in biopharma productivity(03:12) Understanding clinical development(04:59) The role of basic science in drug development(07:39) Clinical development process explained(09:25) Issues in clinical trials and development(19:33) The role of information in clinical trials(20:30) Sponsor: Framer(21:42) The role of information in clinical trials (continued)(32:55) Proposed solutions for clinical development(40:31) Consultant opinions and regulatory documents(41:28) Streamlining the regulatory process(43:06) Understanding FDA interactions(45:35) Building a public library of regulatory documents(48:18) Encouraging novel approaches in biotech(50:06) Addressing risk aversion in the industry(51:52) Analyzing FDA consistency and reviewer heterogeneity(01:02:15) The importance of courage in professional growth(01:06:39) Supporting young professionals and catalyzing change(01:16:14) Wrap

In Episode 93 of the Land to Lots™ podcast, part 1 of the two-part Qtative series, Carter Froelich sits down with Tim Kihm and Brian Rupp, principals of Qtative Development Solutions, a California-focused entitlement and land use ystrategy firm part of the Land Advisors Organization family of companies. Qtative assists landowners, homebuilders, and investors secure entitlement approvals faster by navigating the California Environmental Quality Act ("CEQA"), packaging entitlements, coordinating with agencies, and managing community engagement to reduce risk and accelerating schedules. With California's historically complex and slow entitlement environment, Tim and Brian discuss how recent legislation including AB 130, SB 131, and the permanent extension of SB 330 is reshaping the entitlement landscape and creating new opportunities for housing developers. They explain where the real advantages exist, how to avoid common pitfalls, and how builders can use these tools to gain schedule certainty, reduce soft costs, and improve project returns. In this episode you'll learn: How Tim and Brian built their careers and why they launched Qtative. The top entitlement items that "keep them up at night" and how they maintain project momentum. Where Qtative is currently helping investors, builders, and developers succeed in today's environment. What past legislative efforts achieved—and where they fell short. What AB 130 and SB 131 are intended to address in the CEQA process. How these streamlining tools shorten timelines, reduce litigation exposure, and support stronger project economics. The types of sites that now qualify as "no-brainers" under AB 130 and SB 131. Qtative's 90-Day Playbook for a 19-acre infill site, including early screening, packaging, and agency engagement. Show NotesTim Kihm E – Tkihm@qtative.com Brian Rupp C – (949) 302-4668 E – Brupp@qtative.com Plus: Whenever you're ready here are 4 ways Launch can help you with your project: Prepare a Special Tax District Bond Analysis for your Project – If you have a projects in AZ, CA, CO, ID, NC, NM, SC, TN, TX, UT, WA contact  Carter Froelich (ADD MY EMAIL LINK) and have Launch prepare an initial bond analysis for your project. Add Favorable Financing Language to Annexation and/or Development Agreements – Create certainty and flexibility related to your project's infrastructure financing by having Launch professionals prepare handcrafted favorable financing language for inclusion in your Annexation and/or Development Agreement. Perform The RED Analysis™ on your Project – We have developed a unique process at Launch called The RED Analysis™ in which we perform a diagnostic review of your project to determine possible ways to Reduce, Eliminate and Defer infrastructure construction costs in order to enhance project returns. Track Your Reimbursable Costs Utilizing The Launch Reimbursement System™ ("LRS") – Never lose track of your district eligible reimbursable costs and have Launch manage your district's costs reimbursement tracking, preparation of electronic reimbursement submittal packages and processing of your reimbursement requests with the district, jurisdiction and/or agency. Complimentary Offers for Land to Lots™ ListenersComplimentary Land to Lots book: https://www.launch-mpc.com/offer Complimentary Bond Sizing Analysis:  https://form.jotform.com/231376408765160 Carter Froelich hosts the Land to Lots™ podcast powered by Launch Development Finance Advisors. Carter shares how he and his team help their clients finance infrastructure, reduce costs, and mitigate risks all with the goal of enhancing project profitability Land to Lots™ is a registered trademark of Launch Development Finance Advisors

Welcome back to MOJO: The Meaning of Life and Business! In this episode, host Jennifer Glass dives into the often-challenging world of hiring with guest Michael Neal, an optometrist, entrepreneur, and founder behind a game-changing hiring platform. Whether you're running a medical practice or operating any small business, finding the right team members can be stressful, costly, and, if you rely solely on resumes, even a bit of a gamble.In this frank and insightful conversation, Jennifer Glass and Michael Neal break down why traditional hiring methods so frequently fall short. Michael Neal shares his personal frustrations and reveals how he used those challenges to create a solution that harnesses the power of psychometric assessments and automation. Instead of relying on self-reported skills or glorified resumes, Michael Neal's method digs deeper—identifying real strengths, capacity to learn, stress management, and overall team fit before an applicant even steps through your door.You'll hear practical advice on avoiding costly hiring mistakes, how to minimize turnover by ensuring candidates are naturally suited for the role, and why paid trials or traditional interviews alone might not be enough. Michael Neal also shares stories from the hiring front lines—some hilarious, some revealing, and all packed with useful takeaways for today's business owners.Whether you need a secretary, a technician, or front-line admin staff, this episode is full of actionable tips for business owners ready to move beyond outdated hiring practices. Ready to save time, build a stronger team, and bring real mojo back into your workplace? Hit play and learn how bringing the right people onboard could transform your business for the long haul.About my guest: Dr. Michael Neal is the Founder & Chief Executive Officer of Build My Team. He is a practicing Optometrist in private practice in Hawley, Pennsylvania. He founded Build My Team to solve his own hiring struggles in his practice by modeling how companies like Disney and the Four Seasons hire. The process worked so well he expanded it to help friends and now Build My Team services clients in 8 different health care professions in over 40 states and Canada.Connect with Michael on Facebook, LinkedIn, and on the web at https://www.buildmyteam.com.Keywords; staffing, hiring process, healthcare recruitment, AI hiring tools, strengths assessment, psychometrics, resume screening, interviewing candidates, paid interviews, employee retention, small business hiring, team building, candidate evaluation, workplace productivity, job descriptions, video interviews, skill assessment, cultural fit, candidate matching, employee turnover, time-saving in hiring, recruiter fees, onboarding, body language in interviews, employee fit, talent acquisition, automated hiring systems, job boards, administrative roles, employment screening

Summary In this episode of Goals Do Come True, Doug Bennett and Antoniette Roze discuss the significance of setting and achieving goals, the importance of streamlining efforts, and the power of minimalism in personal and professionaChaptersl growth. They explore the role of non-negotiables in goal setting, the necessity of trusting one's instincts, and the value of reverse engineering goals to align with personal values. The conversation emphasizes the importance of assessing what truly matters in life and encourages listeners to take risks and contribute positively to others' lives. Takeaways Goals are essential for personal and professional growth. Streamlining efforts can lead to greater success. Minimalism can enhance focus and reduce overwhelm. Assessing non-negotiables helps clarify priorities. Trusting your gut is crucial in decision-making. Reverse engineering goals can align them with personal values. Change is a natural part of growth and should be embraced. Self-discovery is a journey that requires reflection. Taking risks is necessary for achieving significant goals. Contributing to others can lead to personal fulfilment. Chapters 00:00 Introduction to Goals and Aspirations 02:40 The Importance of Goal Setting 05:34 Less is More: Streamlining Goals 08:22 Assessing What Truly Matters 10:54 The Role of Non-Negotiables in Goal Setting 13:44 Finding Your Own Path 16:23 The Power of Intuition and Self-Trust 19:07 The Shift from Mentorship to Self-Discovery 21:52 Navigating Opportunities and Risks 24:33 Engaging with Your Audience 27:27 Final Thoughts on Risk and Growth Getting hold of Antoniette LinkedIn - Antoniette Roze Explore Opportunities with Antoniette - Click Here Doug on SpeakPact Podcast VALUABLE RESOURCES Website: http://dougbennett.co.uk Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

How Solo PR Pros Can Use RFPs To Land New Business Episode 330 Episode Summary In this new year, many independent communications professionals are often looking for ways to make some noise and grow their businesses. For some, that path may lead to the dreaded Request for Proposal (RFP). In this episode of That Solo Life, Karen Swim, APR, and Michelle Kane tackle the topic we all "love to hate." While RFPs can sometimes feel like a heavy lift for a solo practitioner, they remain a vital avenue for securing work with corporations, government entities, and nonprofits. Karen and Michelle break down how to stop fearing the process and start strategizing for success. They discuss the importance of discerning which opportunities are worth your time, how to humanize a sterile bidding process, and why relationships often trump qualifications on paper. Whether you are looking to streamline your proposal workflow with an asset library or wondering how to use AI as a thinking partner, this episode offers practical tips to help you turn the RFP process from a burden into a winning business strategy. Episode Highlights [00:01:26] The Necessary Evil: Introduction to RFPs as a topic and why they are a valid pathway to new work in the current business climate. [00:03:24] decoding the "Cattle Call": Distinguishing between different types of RFPs—from government contracts to open calls on PR sites—and determining which are worth the effort. [00:04:51] The Human Element: Why you should always try to move beyond the document to have a personal conversation or "discovery call" before submitting. [00:05:37] Red Flags and Alignment: How to spot budget mismatches early and decide if a prospect aligns with your values before you write a single word. [00:09:32] Streamlining the Workflow: Tips for building a "library of assets," including case studies and testimonials, so you never have to start a proposal from scratch. [00:10:15] AI as a Strategist: Using artificial intelligence to perform SWOT analyses on prospective clients to demonstrate big-picture thinking in your response. [00:14:47] Standing Out Visually: How to use creative elements, visuals, and even audio/video to showcase your personality and brand alignment. Related Episodes & Additional Information Solo PR Pro Blog: How to Evaluate RFP Opportunities Solo PR Pro Blog: Succeeding at Business Development in a Tough Year Episode 313: Strategies for Securing New PR Business   Join the conversation and share your own RFP success stories (or horror stories) with the community. Host & Show Info That Solo Life is a podcast created for public relations, communication, and marketing professionals who work as independent and small practitioners. Hosted by Karen Swim, APR, founder of Words For Hire and President of Solo PR, and Michelle Kane, Principal of Voice Matters, the show delivers expert insights, encouragement, and advice for solo PR pros navigating today's dynamic professional landscape.   Ready to take your solo business to the next level in 2026? Don't navigate this journey alone! Subscribe to the Solo PR Pro Youtube channel for That Solo Life episodes and actionable tips and insights. If you found value in today's discussion about RFPs, please leave us a review and share this episode with a fellow communication professional.

How Can You Start Getting Auditions Every Week Without Burning Out?If you're tired of waiting around for opportunities and want to start building serious momentum in TV and film, this episode is for you.Martin Bentsen sits down with actor Court Zeppernick to explore how he made the leap from radio to screen, started landing frequent auditions, and built a repeatable system that saves time and energy during self-tapes.Here's what you'll get from this episode:The mindset shift Court made that got agents to finally take him seriouslyA smart way to organize your audition prep so it doesn't take over your lifeThe key to creating steady momentum - even if you're starting from scratchTap play to learn what it really takes to stay consistent and get noticed in the film and TV world.Contact:Email: martin@cityheadshots.comWebsite: https://www.martinbentsen.comAdditional Resources:Headshots: https://www.cityheadshots.comShoot Footage for Your Reel: https://www.actorscreenershoot.comEdit Footage Into a Reel: https://www.demoreelsnyc.comThis show dives deep into the world of acting in film, exploring the journey of movie acting with stories, building confidence among aspiring actors, navigating auditions and productions, and offering insights from acting agents, coaches, and the challenges of becoming SAG-AFTRA eligible to advance your acting career, skills, and landing roles.

A conference for new immigrant physicians was recently held in Jerusalem, as part of a program spearheaded by the Ministry of Aliya and Integration together with partner organizations that streamlines their integration into the Israeli healthcare system. More than 540 physicians moved to Israel from around the world last year. One of them is Dr. Carly Debinski, a pediatric neurologist who immigrated from Australia this past summer, and who has joined the Sheba medical center. She spoke to KAN reporter Naomi Segal. (Photo: Courtesy) See omnystudio.com/listener for privacy information.

What if the secret to scaling your real estate business isn't leads—but relationships? In this episode of the Real Estate Excellence Podcast, Tracy Hayes welcomes back powerhouse Realtor Sarah Schwartz, who shares how she dominated her market with over $36 million in sales from 57 transactions—all while managing life as a mom, wife, and business owner. Sarah reveals the secrets behind her explosive growth, including how she leverages her husband as her business partner, invests in her neighborhood relationships, and maintains an unrivaled level of client service that converts every transaction into a future referral. They dive deep into the psychology of client retention, why genuine human connection outperforms flashy marketing, and how Sarah's fierce commitment to relationships keeps her top-of-mind in Northeast Florida's competitive market. Her community-first strategy, powered by local events, handwritten notes, and hot chocolate bombs, proves that you don't need hundreds of leads—you need people who trust you. Inspired by Sarah's success? Start building real relationships today. Share this episode with a fellow agent, leave a review, and connect with Sarah online to see her strategies in action!   Highlights: 00:00–06:12 Building a Real Estate Power Couple Husband's role as licensed contractor, realtor, and drone pilot Creating custom marketing materials How partnership enables business growth and personal time Travel and work-life balance Supporting each other through business systems 06:13–14:20 Scaling with Systems & Support Closing 57 transactions solo with a TC Delegation of tasks to stay focused Streamlining listings with checklists and support Using AI and website design for lead generation Importance of consistency in business operations 14:21–22:26 Relationship Building Over Sales Pitches Monthly gifts, newsletters, and personal check-ins Maintaining contact with clients from years ago Posting family life alongside business online How authenticity builds trust Turning past clients into lifelong referral partners 22:27–33:59 Digital Authority and Online Strategy Power of Google reviews and how to request them Why reviews drive AI visibility Building a searchable, content-rich website Role of blogs and keywords in AI search results Educating the market through local content 34:00–42:58 Brokerage Moves and Business Alignment Evaluating broker support and culture Finding a broker who supports your growth Leaving cloud brokerages for more personal support Importance of mentorship and coaching Aligning business model with brokerage strengths 42:59–01:24:03 Farming the Neighborhood Like a Queen Turning 100 homes into over 10 million in business Neighborhood drop-bys with QR codes Hosting events like Friendsgiving and book club Becoming the go-to resource for community updates Building business through connection and consistency   Quotes: "He is what puts the Schwartz in Sarah Schwartz." – Sarah Schwartz "Every client, even from 7 years ago, still hears from me—because they matter." – Sarah Schwartz "I didn't realize how important a broker's support was until I didn't have it." – Sarah Schwartz "Referrals are a girl's best friend." – Sarah Schwartz   To contact Sarah Schwartz, learn more about her business, and make her a part of your network, make sure to follow her on her Website.   Connect with Sarah Schwartz! Website: http://www.sarahschwartzgroup.com   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #RealEstateExcellence #RealEstateTips #RelationshipMarketing #TopRealtor #RealEstatePodcast #GoogleReviews #AIinRealEstate #BrokerageSwitch #NortheastFloridaRealtor #LuxuryHomes #ListingTips #RealtorLife #ClientFirst #MarketingTips #NeighborhoodFarming #ReferralBusiness #JacksonvilleRealEstate #WomenInRealEstate #RealEstateBranding #RealEstateStrategies

Sreedhar Kaluva, founder of MyWorkbelt, is an experienced software engineer with a 30-year history of helping small businesses get ahead of the game. He started with his own family's small business in India, and quickly transformed it into the city's second-largest fertilizer company. Next, he ventured into the world of IT, working as a software developer, programmer, and consultant. Despite his corporate success, working for major tech corporations in the US, Mexico, and Singapore, Sree's true passion lies in supporting small businesses that lack the resources or knowledge of how to implement large-scale software to streamline their operations. This led him to found Unique Solutions, a custom software company launched during the pandemic to help small businesses stay afloat. After gaining insight into the biggest concerns small business owners had, he decided to develop MyWorkbelt, a fully custom back-end software solution created to specifically address these needs.Find out more about Sree and MyWorkBelt here:https://myworkbelt.com/Don't forget to sign up for our 5-Day, Amateur to Expert on LinkedIn Workshop here:https://www.thetimetogrow.com/AtoEonLinkedinWorkshop

Sign up for DripJobs: DripJobs.comFree 1-1 Business Coaching Session Signup: https://calendly.com/dripjobs/breakthroughIn this conversation, Tanner Mullen and Caleb Plus discuss the operational challenges faced by Caleb's painting business, focusing on performance pay, accountability, communication, project management, and hiring strategies. They explore the importance of establishing clear ownership and responsibility within teams, the pitfalls of performance-based pay, and the need for effective communication tools. The discussion also emphasizes the significance of hiring the right project coordinator to streamline operations and ensure quality assurance, ultimately aiming for business growth and efficiency.takeawaysIt's crucial to establish clear ownership and responsibility within teams.Performance pay can complicate accountability and should be approached with caution.Effective communication tools are essential for operational success.Hiring a dedicated project coordinator can significantly improve project management.Investing in the right personnel is an investment in the business's future.Streamlining processes can prevent operational chaos and inefficiencies.Setting clear timelines and expectations is vital for crew leaders.Regularly auditing team performance and processes can lead to better outcomes.Understanding the economic implications of hiring decisions is important for growth.Building a strong team culture can enhance overall productivity and morale.

In this episode, I'm sharing how we, as mom entrepreneurs, can truly transform our lives and businesses with my “microdosing on your future self” strategy. I'll break down the science behind identity-based habits and reveal how small, daily micro-actions—like simple resets, intentional routines, and clear boundaries—can boost your confidence, productivity, and work-life balance.I'll guide you through my four-step microdosing framework:Visualize and “name” your empowered future self,Pick one focus area (business, health, parenting, or time management),Take one small, consistent daily action,Anchor your progress by reflecting or journaling.Stop waiting for the perfect time—I encourage you to start now, making real change through intentional micro habits. If you want more tips and to connect with other incredible mom entrepreneurs, follow me on Instagram.  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.

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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.

"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!   

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.

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!

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.

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

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

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.

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

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  

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.

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.

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

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  

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

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

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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...

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

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!

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.

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.

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