Podcasts about systematize

This Podcast Is Episode 641, And It's About A Week In The Life Of A Profitable Contractor- Habits That Pay Off If you're a small construction business owner, you know what it feels like to be busy but not consistently profitable. You're running from job sites to supply runs to client meetings, answering calls at night, and still wondering where the money went at the end of the month. Here's the truth we see every day as construction bookkeeping specialists: The most successful contractors aren't just working harder—they've built weekly habits and systems that keep the business running while they build. In this post, we'll show you what a streamlined, systemized week looks like in a small construction business. Whether you're a solo contractor or leading a small crew, these routines can help you stay organized, improve your cash flow, and protect your profit. Why Weekly Habits Matter in Construction When you build consistency into your week, everything improves: You stop forgetting to invoice or follow up You get paid faster Jobs stay on schedule Clients feel informed (and complain less) You catch issues before they become emergencies The goal isn't to overload your week—it's to create a rhythm that keeps your business stable and growing, without requiring you to do everything at the last minute. Monday: Plan the Work, Work the Plan Morning – Weekly Kickoff Start your week with a short job planning session. Whether you're solo or managing a team, ask: What jobs are active this week? What phase is each job in? What materials, subs, or permits are needed? What deadlines are coming up? Use a whiteboard, spreadsheet, or project management tool (like Buildertrend or Trello). Assign daily goals to each job to ensure that nothing falls behind. Afternoon – Estimate & Lead Follow-Up Block off time to follow up on: New leads that came in over the weekend Outstanding estimates Questions from potential clients Even 30–60 minutes of focused follow-up keeps your pipeline warm and prevents "ghosted" leads. Pro tip: Utilize email templates for follow-ups and store lead information in a centralized location, such as a Google Sheet or CRM. Tuesday: Tidy the Books & Track Job Costs Morning – Track Labor & Materials Take 30–60 minutes to: Log hours worked so far (your crew's and yours) Review any receipts from the job site Match expenses to job names This provides a real-time view of how each job is performing against budget, enabling you to address issues before they escalate. Afternoon – Vendor Check-Ins Call or check with your suppliers: Confirm deliveries Handle any backorders Pay invoices on time (if possible to avoid late fees) Building good vendor relationships keeps your jobs on track and your business in good standing. Bookkeeper's tip: If you send us your receipts and labor updates every week, we can update the job cost reports and alert you if anything appears to be incorrect. Wednesday: Build and Communicate All Day – Focus on Production Mid-week is often when contractors are on-site all day. But don't go silent on your clients or back office. End of Day – Client Touchpoints Send a quick project update to each active client: What was completed today or this week? What's scheduled next? Are there any delays or updates they should be aware of? A 2-minute message can prevent hours of frustration or confusion. Systematize it: Use a weekly client update template or a shared project board where clients can check their progress. Thursday: Invoice, Collect, and Prepare for the Weekend Morning – Invoicing & Payments Every Thursday, review: What milestones were completed this week? What invoices should go out today? What payments are overdue? Send invoices promptly—don't wait until the end of the month. Progress billing maintains a healthy cash flow and reduces the risk of late payments. Afternoon – Financial Catch-Up Take another 30 minutes to: Send payment reminders Record payments received Pay subs (if applicable) Review your upcoming expenses Automation tip: Utilize QuickBooks, Joist, or another invoicing tool that automatically sends reminders. Friday: Review & Reflect Morning – Job Wrap-Up or Prep Use Friday mornings to: Finalize the week's job work Clean up job sites Prepare materials or tools for Monday Afternoon – Weekly Financial Review Block 30 minutes to review: Profit & Loss report Cash on hand vs upcoming bills Job profitability (are we still on budget?) Even a basic check-in provides insight into how your business is performing, not just how you perceive it's doing. What to ask your bookkeeper: Are we on budget for our active jobs? Did we hit our revenue and profit targets this week? Any unusual spending patterns? Weekend: Rest & Reset (Or Catch Up, Smartly) Use the weekend to rest—or if you need to catch up, keep it light: Review new lead inquiries Clean up receipts or paperwork Organize tools or truck inventory Try not to overload your Saturdays. You're running a business, not burning yourself out. Set boundaries: Let clients know you're unavailable on Sundays unless it's an emergency. Protect your peace. Recap: Weekly Rhythm for a Profitable Contractor Day Primary Focus Monday: Job planning & lead follow-up Tuesday: Job costs, receipts, vendor check-ins Wednesday: On-site work & client updates Thursday: Invoicing, collections, and financial review Friday: Job wrap-up, P&L check, planning Weekend: Light admin or complete rest This weekly flow doesn't have to be perfect. The point is to build structure into your week so you're not always reacting—you're leading. Why This Works When contractors follow a simple weekly routine: Jobs run smoother Clients are happier You get paid faster You make decisions based on facts, not gut feelings You work fewer nights and weekends You don't need to be a spreadsheet wizard or tech genius. You need systems that fit your workflow and a few key habits to stay consistent. And if you need help setting that up, that's where I come in. Need Help Building a Weekly System That Works? As construction bookkeeping specialists, we help small contractors: Automate financial tasks Track job costs easily Set up smart invoicing and reminders Build habits that protect profit Let's chat and streamline your week, so you can get back to building what you love. About The Author: Norhalma Verzosa is a Certified Construction Marketing Professional and serves as the Web Administrator of Fast Easy Accounting, located in Lynnwood, WA. She holds a Bachelor's Degree in Psychology and is a Certified Internet Web Professional, with certifications in Site Development Associate, Google AdWords Search Advertising, and HubSpot Academy. She manages the entire web presence of Fast Easy Accounting using a variety of SaaS tools, including HubSpot, Teachable, Shopify, and WordPress.

Derick Van Ness of Big Life Financial returns to the podcast to discuss with Kiera the new realities of the recently passed One Big Beautiful Bill — and how dentists can capitalize on the impacts. They discuss bonus depreciation, research and development credits, and more. Further, there's an opportunity for DAT listeners at biglifefinancial.com/DAT, where you can learn if you're overpaying on your taxes and what new opportunities exist. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript Kiera Dent (00:00) Hello, Dental A Team listeners. This is Kiera. And today I'm excited to welcome back a popular guest. He and I have chatted multiple times. We've gone around and around on different topics of how to help dentists build more wealth. So Derick, ⁓ with Big Life Financial, we talked about our research and development credits. Today we're going to be talking about this big, beautiful tax bill, how it's going to impact dentists, how it's going to impact building wealth. I do think it also impacts team members. So Derick, welcome back to the show. How are you today?   Derick Van Ness (00:29) I'm great, Kiera. I really appreciate you bringing me on the show again. It's always fun to talk.   Kiera Dent (00:34) Of course, we all know that I love wealth strategies. love ⁓ it takes time like you and I were talking about pre show. ⁓ I think it's something to educate ourselves on and to be around really smart people and to constantly be looking at different things like I know hot in the real estate world right now and with buying businesses and buying practices, the big beautiful tax bill is actually great for the bonus depreciation coming in. So just like educating ourselves and that's what I wanted today to be.   not getting high into politics. These are bills that are into place ⁓ and how to take advantage of them, how to maximize them. Derick, you work with a ton of dentists. So Derick, for those who don't know, you kind of give a little bit background on how you and I even got connected, how you got into dentistry, ⁓ how does Big Life Financial play into this. We have a lot of mutual clients together. So just kind of give people a background on who you are and how you got to the dental space.   Derick Van Ness (01:26) Absolutely, you know, I started out back in like 2010 2009 2010 helping small business owners with taxes and financial strategy I was working for another firm at the time and I had been a house flipper and if for those of you who remember 2008 wasn't so good if you're a house flipper, right and When that whole thing fell apart kind of fell in my head I took a lot of the skills that I had and a friend of mine hired me to help   Kiera Dent (01:46) It is not.   Derick Van Ness (01:55) small business owners with taxes and financial and business strategy. ⁓ Working with them, I had a chance to work with about 1,500 business owners over seven years. And then eventually went out and started doing my own thing because there were some different things that I wanted to do that they didn't offer. ⁓ essentially, in that time, I worked with a lot of dentists and a lot of doctors. ⁓ And so I kind of stayed in that arena, which led me to ⁓ meeting you, Kiera.   through Mark over at DSI and all the stuff that I'd done with him and then found you guys and just love what you guys do with helping people to build their teams. Cause I'm such a huge advocate of how important that is to have the right team to run your practice, right? Especially if you're going to have multiple practices, it just can't be about you. And so it was just kind of a natural fit. And like you said, you, you definitely love financial strategies. So.   We got into it, we talked about a bunch of different things, had a chance to work together. Like you said, have shared a lot of clients along the way, but it just seems like dentists have a lot of the problems that we solve, which is they pay a of taxes, they make good money, and most of them didn't get an MBA in college to understand how business and finances work. They've had to learn along the way. And so we see ourselves as part of that process of helping dentists become.   better business owners, better entrepreneurs, and honestly create freedom in their life instead of just having a business that runs them, because it's easy to have that happen in dentistry. So that's sort of how we got connected. I don't know, over the last, since whatever 2008, 2009 was, last 15 plus years, I've probably worked with somewhere between 2,000 and 2,500 business owners. I would say a good chunk of those have been dentists. So that's how we ended up together.   Kiera Dent (03:48) Yeah.   I love the journey. love hearing what you've done. I also agree on like building wealth. And I think going through dental school, working at the dental college, dentists are coming out with, you know, upwards of 500, 600, 700, $800,000 in debt somewhere up towards that upper million. Midwestern was a very expensive school. looking at that and then watching offices and I remember the first dentist that I worked with and we were partners. We, called her 2.5 because we were 2.5 million debt.   Derick Van Ness (04:03) Cheers.   Kiera Dent (04:18) was like, you better straighten that spine 2.5. Like we need that spine for a long time. But it was something where I realized like, that's a substantial amount of debt. One to walk out of school with two you buy a practice on top of that and then you want to try and like even remotely live your own personal life. It just felt like the odds are possibly stacked not in a dentist favor. I've had several dentists where this is the case where they're multimillion in debt, trying to get these practices off the ground. And so really coming up with   Derick Van Ness (04:43) Mm-hmm.   Kiera Dent (04:47) like yes, long-term, if they make it, awesome. Hopefully it will pay off for them. But what are maybe some strategies and tips that they can do now? I think like so many of us look at real estate and wish that we would have gotten in at the 2008 because now you're selling them out or even in 2020. And so it's like, what can people do now, even if they didn't maximize or we didn't buy practices back in the day when they were so cheap, they were pennies on the dollar. What things can we do now to maximize? I was even talking to this girl the other day.   And she's like, yeah, my baby was born on New Year's Eve. And I was like, wow, talk about a great tax write-off. And she's like, I didn't even know that that was a tax write-off. I didn't even know the benefits of things. And so I feel like just so many little pieces that could make us smarter business owners to, I'm here, I love living in the United States. I love paying taxes for the country that we get to live in. I love the opportunity that we have to be business owners. With that said, I also think it's smart for us to be very wise stewards over our money to figure out different strategies.   And no, it's not sexy. No, it's not fun. A lot of it is just like save, like invest, do the things you're supposed to do. And it's going to be part of what is it? Like the eighth wonder of the world of compound interest. Like there are other pieces, but Derick, like, let's talk about this big, beautiful tax bill. How does this work? How does this impact business owners? What are some of the benefits we can take care of? Now we're talking in 2025, things will change and shift as the landscape shifts, but knowing that's in place, what are some of the things dentists owners can do now?   to maximize that coming out.   Derick Van Ness (06:18) Yeah, you bring up a good point, Kiera. You know, it's not that this stuff happens overnight, but it is, it's systemic, right? You're doing it day in and day out. And tax is one of those things, whether you like it or not, you have to file them every year. And I'm not going to lie to you, that's part of what I like about being in the tax world is people have to do it every year. It's a pretty good business model that way, right?   Kiera Dent (06:30) Right.   I   was gonna say you've got the reoccurring opportunities because it has to happen every year just like dentists have profis every six months. I mean it's a great built-in business. mean kudos to you. I don't enjoy it but it is a necessary evil to be done.   Derick Van Ness (06:52) I totally get that. If you would have told me you're going to work in taxes even 15 years ago when I first got into it, I would have said absolutely not not interested. But what I can tell you is every dollar you make in taxes is the same as a new dollar you make in your business. Right. But you don't have to have employees and risk and additional insurance and additional equipment and all this other stuff. So it really is pure profit when you can reduce your taxes. So   even a small amount of tax strategy can go a very long way in increasing what you get in the bottom line, right? And if you could just take a lot of dentists across the country, they're in the 40 % tax bracket, maybe a little higher or lower depending on your state, but somewhere in that range, if you could even lower that by 10%, that's keeping an additional 10 % of your income. That's a lot of extra money for people to be able to save and put to work without having to go do more risk and...   buy a bigger building and do a build out and deal with more personalities in the office because all of those things are variables, right? So I see it as a pure profit machine if you get it right. And so I've chosen to think it that way because I spend so much time in it, but it really does come down to just keeping a lot more of the money you make. And it's a very potent way to do it because honestly, with 10 to 15 hours a year, so think of that as like one hour a month.   you can really add a lot to the bottom line of what you get to keep. In some cases, we can cut taxes almost in half for high, high income earners. So it's a pretty big deal.   Kiera Dent (08:25) Well, and as you said that I think it's a big deal for today because yes to have that back to you is great. But like we talked about compounding, compounding until you've experienced compounding seems like not real. Just like I think when like you have bought your first house and it's like, how am I ever supposed to do this and make money on it until you bought your first practice? A lot of those things I think feel ⁓ arbitrary, they feel false. And then once you get into the compounding world and you're like, my gosh, like   we're making money without having to do anything. It's like, yeah, I could save on my taxes in a legal, ethical way, have more money at the end of the year that I could then put towards this, like you said, make it work for me. Well, now that it's just duplicating, it's multiplying, it's replicating, those things to me are things I get excited about. Those are things that I look for, because I don't think there's a lot of money.   I call it the money making machine. What things can we put into your money making machine to where it's working for you day in, day out without you having to do any extra work? I think all of us check yes, let's say yes to that. So Derick, let's talk about how we can create more of these money making machines, putting our money to work for us rather than constantly trying to chase the money dream to where at the end of our careers and even during our careers, we're living the lives that we wanted to get to when we first started out into these careers.   Derick Van Ness (09:29) Yep.   Yeah. And I can tell you guys this, if you only walk away with one thing, it's the idea if you want to build wealth, you need to create systematic savings, right? Systematize putting money aside, whether that's actually savings account or investing or however, but just getting money out of the spending cycle and into the building cycle. And it's like watching your child, right? Like in the beginning, kids grow and it's like day to day, you don't see it, but year to year,   it starts to make a bigger and bigger and bigger difference. And then, you know, when they're teenagers, you're just like, what's happening, right? So it's the same kind of thing with your money. In the beginning, if you're just watching a day to day, you don't really see the growth. You have to trust the process, right? But the biggest thing you can do is put that on autopilot, because if you have to automatically go into your bank account every month and move money over or every year, move money over, it's much harder. And like writing,   Kiera Dent (10:28) Mm-hmm.   Derick Van Ness (10:42) 25, 50, 100, $200,000 checks feels hard. Setting aside 2,000, 3,000, 5,000, $10,000 a month, and then you cut that in half per pay period, and all of a sudden it gets a lot easier. It's like, oh yeah, $1,000 a pay period, not that big a deal. Much easier than writing a $25,000 check, right? Or two or $3,000 per pay period. It really does add up. And that's where the tax piece comes in is, in many cases, it's like found money. I try to teach our clients to...   Kiera Dent (10:46) Mm-hmm.   Derick Van Ness (11:11) save like you're going to pay full blast on taxes. And then when we do the tax strategy, all this money is left over. And so it feels like extra money, and then you can put it to work, right? And that's where you do get to play with some bigger chunks. ⁓ But really, it's that habit of automating, setting money aside. If you can just only take one thing from this, it's that. And taxes can create a huge amount of that for you along the way. So let's talk about the tax bill, right?   Kiera Dent (11:24) Mm-hmm.   Yeah,   let's talk about it. And I just want to highlight on that, Derick, of I was talking to a CPA the other day on the podcast and he talked about how like there's a different psychology of business owners. ⁓ We go from getting a W-2 paycheck that we're used to being able to spend all of it because taxes have already been taken out to them becoming business owners and not having taxes automatically taken from that and needing to be super disciplined on saving. And so I agree with you. And when I realized like,   I got so annoyed when I'm like, great, so now I never get a refund check ever again in taxes. I was like, no, actually it's actually so much better now than it ever was. Because if I just set it aside, I'm like, taxes are pretty simple. I guess there's some nuances to them, but it's pretty much like whatever tax bracket you are, take your profit at the end of the month, set that aside. And lo and behold, if you do the tax planning strategy, like you said, usually I'm ending up with a pretty good substantial chunk at the end of the year that I count as my like quote unquote, like   the refund check or whatever. It's been so long since I've gotten one that I don't even know what it is. But it's awesome because then you have this huge lump of money because you've been saving it. You weren't expecting it. All your expenses in your life is taken care of to where now, like you said, it is really fun. Is that an investment? Is that buying something that I've always wanted to get? Is that real estate money? Because the amount of cash, if you are strategic in how you do it, is exponentially substantial.   It is truly life-changing. So I'm excited, Derick. Let's talk about the tax bill, but I will second you and ditto you and just say, yes, there's discipline to it, but that discipline equals so much freedom on the other side that just try it. Trust us on this. Save, learn to save on it and ⁓ be blown away at how much you're able to have at the end of the year if you do it really well.   Derick Van Ness (13:25) Yeah, I 100 % agree and I love your approach, Kiera. That's exactly what we try to teach with people. So let's talk about the tax bill, right? There's a ton of stuff that's in there that we're not going to touch on because like the child tax credit go up $200 a year. Yes. Is that going to move the needle for you as a business owner? Not really, right? Is there a little bit for senior tax relief in there where there's $6,000 of income that they don't pay taxes on? Yes. Does that really matter for you? Probably not, right? So we're going to...   Kiera Dent (13:33) Okay, let's talk.   Derick Van Ness (13:55) we're going to talk a little bit about a couple of key things that can really move the needle. One of them you alluded to, Kiera, that I think is really important is the idea of bonus depreciation, right? People who don't know what bonus depreciation is, it's when you buy certain types of equipment or real estate, you can take all the depreciation in the first year, right? And that can be ⁓ a huge chunk, especially when you combine it with something like cost segregation. For those of you who don't know what cost segregation is, the two really   Kiera Dent (14:04) Mm-hmm.   Derick Van Ness (14:24) work well together. So I think it's worth taking just a sec, even though it's not new, it really enhances this strategy. ⁓ Cost segregation is when you have a piece of real estate, you bring in an engineer, and there are companies that do this, right? So you don't have to know all this stuff. ⁓ But they come in, they reclassify as much of your building as they can as equipment. And so what you get to do is depreciate a portion of the building, the stuff that's equipment much more rapidly. So a lot of times five, seven or 15 years.   versus either 27 or 39 and a half years. So you get a lot more depreciation on the front end. It's not like you get more overall, but money today is worth a whole lot more than money 20 or 30 years from now. You can invest it and use it to grow your business, et cetera. But then when you add bonus depreciation to that, you can get a lot more of it in the first year. what this really means is if you're   Kiera Dent (15:06) Mm-hmm.   Derick Van Ness (15:21) buying the right kind of equipment or you're buying a building or you're doing big improvements, you can get a lot more depreciation and that depreciation can save you in taxes, right? And this is one that I feel like most CPAs kind of get bonus depreciation, but a lot of them don't bring in the cost segregation piece. So if you own a piece of real estate, especially if you bought it in the last few years and you haven't done a cost segregation study, this is something that you would have to know about because someone has to physically come to your building. If you haven't done one,   Kiera Dent (15:39) Mm-hmm.   Derick Van Ness (15:51) should talk to your CPA about it or talk to someone about it. I'm sure Kiera knows people, we know people, there are plenty of people out there who do it. But that's something worth looking at, especially if your building's worth, I would say, $250,000, $300,000, and you've had it less than five years and you haven't done this, yeah, it's totally worth looking at. It could be a real nice windfall. So that's a big one. It had been in place, then it started phasing out from 100 % to 80 % to 60%.   Kiera Dent (16:04) I   Derick Van Ness (16:20) but now we're back at 100%. So this is a big one, especially if you own your building or you're buying a lot of equipment. ⁓ Another really big one is the SALT tax. Now, people hear SALT tax and they're like, what? They're thinking of like the SPICE, right? SALT stands for state and local tax. And really to simplify this, and there's kind of a workaround in almost every state where you can do it as a pass-through setup. And essentially what that means is,   Kiera Dent (16:27) Mm-hmm.   Bye.   Derick Van Ness (16:49) If you pay all your state taxes before the end of the year, those state taxes become a write off for your federal taxes. Now this was in place up to $10,000. So if you were in a 40 % tax bracket, it could have saved you $4,000. Now it's up to 40,000, four zero, $40,000. So if you're making a lot of money or you're in a high tax state, you can pay those state taxes before the end of the year and it creates a federal tax write off.   And so like if you were in a, you know, paying in a 32 % tax bracket and you paid $40,000, it's going to save you, you know, between 12 and $13,000 in taxes that year, which is pretty significant for found money. All it has to be done is you have to pay those taxes and then your, your CPA or your tax pro has to claim that. Right. So that's another big one that got raised and you probably heard a lot about it in the news because   People were trying to get it raised higher and some people thought it should be lower. It really does favor business owners. It's not something a person who doesn't have a business can do. And that was part of the controversy, right? ⁓ But at the end of the day, it's law. So you should be taking full advantage of that.   Kiera Dent (18:03) I feel like that definitely impacts like the high state tax ⁓ states like California, New York, like some of those bigger ones, definitely because I live in Nevada, it's a no state income tax state. So if I understand correctly, Derick, and this is where I love bringing smart people on, the salt tax doesn't apply to me per se in Nevada, because we don't have state income tax. Is that correct? But in those higher ones, it definitely helps you out tremendously by being able to take those those credits and apply them.   Derick Van Ness (18:32) That is correct, yeah. And like another really high one is Oregon. They have quite high state tax, whereas Washington has none. So yeah, that doesn't apply to everybody. But if you're in a state that has even medium, like I'm in Utah, income tax there is right around 5 % for the state. It's still significant, right? You can still do up to the same amount. You'll just get there slower than if you're in California.   Kiera Dent (18:36) Mm-hmm.   I agree.   Right.   Derick Van Ness (19:00) Once again, just one of those things like you talked about, know, having kids or, you know, having the ADA like disability access to your building or a lot of these other things that like there are a bunch of little things, but they really do add up doing the Augusta rule. I'm sure you guys have talked about a million times and paying your kids properly. And we have a whole strategy of actually how to help people use tax strategy to pay for their kids college, which is a pretty cool one using some of that.   Kiera Dent (19:15) Mm-hmm.   Derick Van Ness (19:29) But those aren't part of the tax bill, so we won't dig into that today. ⁓   Kiera Dent (19:32) But they   are smart things to know because as you're listing it off, I think when someone's making, let's say your practice is doing a million, let's it's doing 2 million, 5 million, let's say you're at a 50 % overhead, let's just do 5 million, that's 2.5 mil. Not all of that's going to come to you as profit, but let's use like, it also could be coming to you as profit, even if it's in the form of distributions and different pieces. I'm like,   Derick Van Ness (19:42) Mm-hmm.   Kiera Dent (19:55) on that 2.5, if that's your taxable income, now let's just do, let's say you're in the highest, like that would put you in the highest tax bracket. So we're at a 37%. Like that's almost a million dollars worth of tax money right there on 2.5. So I understand that say 12 grand doesn't seem like that much, but I'm like, but 12 grand is still going to chip down this tax bill. And then you do another 20 grand here, then you do another 15 grand here.   All of that does exponentially chip down and like the bonus appreciation. That's why I think Derick, you're talking like the $200 on a million of taxes, not really going to move the needle, but 12 grand, 15 grand. It's the stacking and being able to keep that money. You have to pay this tax no matter what. And why not like benefit and minimize and reduce it and keep that money. then even worst case scenario, you even go invest it or you put it somewhere like a high yield savings account, but still making 4 % for you.   that you wouldn't have been making so that money's working for you. I think it's a no brainer ⁓ no matter what tax bracket you're in just to see. But like I also think this is where I don't like to get lazy on my taxes like, is it really worth doing the Augustus roll? Yes, it is. Because like you said, every dollar saved today, if I could even take that 600 or that 2000 or that 12 grand, put it in right now, like go back to college. How many of us wish we would have invested at that point in time? 20 bucks when we were in college.   Derick Van Ness (21:02) You   Kiera Dent (21:19) into the stock market and what that would be worth today, I think that there's just value in being strategic and smart and this is how you build wealth. It's not sexy, but if you do it consistently, you will exponentially become wealthier much faster than otherwise. I think it's the fastest way to get to wealth long term because you've got a runway in front of you.   Derick Van Ness (21:38) Well, I'm going to throw something out here, Kiera, because I get to see behind the scenes, right? I work with a lot of successful dentists and dentists have a really good income. Dentists generally are not great at creating wealth. I'll just be totally honest with you. A lot of them, they make enough money that they, ⁓ they can spend and they have a good life and they're able to put some money away, but proportional to their income, a lot of them are not great savers because of exactly what you talked about. A lot of them make all this money, but they got to pay off a lot of debt.   Kiera Dent (21:42) Mm-hmm.   I would agree.   Derick Van Ness (22:08) right, student loans and a business loan. Well, that's a lot of cash flow, especially in the first five years going out of lot of people's pockets. So a lot of times I'll see a dentist and they're making, let's say they're taking home $500,000, which is very common. ⁓ But you look at their investments and everything and they've got 300 grand saved. And they've been at it for 10 years and you're like, what happened? it's they paid off student loans, they paid off business debt.   Kiera Dent (22:27) Mm-hmm.   Derick Van Ness (22:33) They've had to invest in equipment along the way. They've had to remodel their office. They bought a house. You know, and they have some nice things. But now when you start going back and saying, hey, we can do this, this, and this, and now you get to save an extra, let's go really, really low, an extra $20,000 a year. Okay. I did some math the other day for our newsletter, $20,000 a year. If that's what someone saved and they just put that money to work at 7%. Over 30 years, they'd have $2.1 million roughly.   Right? So it's like, it's not, it doesn't appear to be a huge thing, but over time it really does add up. And to be quite honest, someone who makes $500,000, I can think of a bunch of ways that are outside of the new tax bill, things we've been doing for years that can really save them a whole lot more than that. And so for a lot of people, like if somebody is making two and a half million dollars, there's actually some advanced strategies that can really move the needle in a big, big way. But these small things like paying your state tax by the end of the year,   It takes you five minutes and you saved 13 grand. Okay, that's a big deal. Doing, making sure you're paying yourself properly so that you don't end up paying self-employment tax unnecessarily on more of your income than you. Okay, that's another seven, 10, 15, 20 grand. ⁓ Paying your kids, Augusta rule, bonus depreciation. Okay, now all of sudden we took a bill that was maybe 120,000 of taxes for someone who makes 500 grand and now they're paying 50.   Kiera Dent (23:34) Hmm.   Derick Van Ness (24:00) So they kept 70,000. Like that's a big deal. You put that together and using the math I just did there, that's about $5 million over 30 years, right? So it's significant and I bring up the two and a half million thing, because I don't see a lot of dentists. I have a few clients that make that kind of money, but most of the dentists, especially people who own one or two practices, they're making between on the lower end, maybe 300, 350, on the higher end, maybe 800, 900,000.   Kiera Dent (24:00) Mm-hmm.   Mm-hmm.   I agree.   Derick Van Ness (24:29) You know, so suddenly an extra 50, 70, 80, $100,000 a year is a lot of money. It makes a really big difference.   Kiera Dent (24:37) I agree.   I even think though, on no matter where your bracket is, I think like, well, one, I just hope I don't know, Derick, I need to surround myself with people like this. I hope that no matter what income I make, I don't ever like pish posh 70 grand. Like I just hope I hope I never I mean, I hope that I'm a freaking billionaire at one point in my life, like that'd be incredible. And like the amount of good that we'll be able to do in this world, like even today. But I'm like, I hope that I stay   humble and grateful enough that I would never say like 20 grand or 50 grand is not worth my time to do ⁓ in a small effort. ⁓ And so I think that that's just a zone of like, let's remember the humility as well of like, yes, these things are tax savings, but they're also going to exponentially grow you, you, your practice, your family, like your contribution, your good that you're able to do in this world. So even if you're not using it for yourself, think of the good that you can give back to this community in this world. So I think   And then I'm also like, yeah, and if you're at 300, 70 grand is a lot. If you're at 900, 70 grand should still be a lot. If you're at 2.5 million, 70 grand should still be a lot for you to where I think like, I also feel it's a skill of staying sharp rather than getting lazy and sloppy as we evolve. I know I've done it. Like I used to be way more scrappy when I first started the company and I'm like, yeah, well, do we really have to do all this? And it's like, but I think this...   sharper we can keep ourselves and the more disciplined we can to be expert saviors. Like I talked to Ryan Isaac of Dentist Advisors often and he and I talk about like the biggest thing is like being a great saver, like building your wealth, but then also not losing your wealth by doing dumb things or not being disciplined and watching what you've built. Like it's kind of two sides of the coin and being able to get there at the end of the day, I think is what we're all striving for. So I think it's brilliant and I hope that nobody says pish posh to us.   Derick Van Ness (26:12) Mm-hmm.   Kiera Dent (26:34) 70 grand if we could save you that much in taxes.   Derick Van Ness (26:37) I sure hope not, right? And if you do, it's because you've got a better use of your time than that. But quite frankly, most of this stuff, especially taxes, the cool thing is we've had a few tax rewrites in the last, you know, 10 years or so. But typically we don't have a lot of tax rewrites. So once you know the rules, it doesn't change that much year to year. A few little things change here or there, but for the most part, if you can take the time.   get yourself the right team or learn the rules yourself. mean, I think even people who know how to do this themselves, having a good tax pro on your team can be worth a lot because things do come up. ⁓ But honestly, most of it, once you know it, doesn't take a lot of time, right? We're talking a couple hours a year. And if you know what you're doing, a lot of this you kind of do along the way or it's already set up, like setting the money aside for taxes that's already set up, paying before the end of the year. That's just the thing you do one time, you write one check or make one payment online and   Kiera Dent (27:17) Mm-hmm.   Derick Van Ness (27:32) and you're done, right? And a lot of these things are easy. ⁓ Another one that's a really big one that came up with the tax bill that I'm very excited about is they brought back the research and development credits. And this is another thing that for a dentist, it'll probably take you two hours of time ⁓ to do it, like an hour to work with someone to do the projects, which is basically an interview of what have you done, what's the research so that the tax team can look at that.   Kiera Dent (27:43) Mm-hmm.   Derick Van Ness (28:00) And then just getting your tax returns over because not only do these credits come back, but you can retroactively, we've got one year to do this retroactively. You can go back and claim the credits for 2022, 2023 and 2024. And so that gives us three years where you can amend and go back and get that money. And I mean, for a typical dentist, I see on the low end, there are a lot of them. If you're investing in equipment, trying new stuff, which   Kiera Dent (28:15) Wow.   Derick Van Ness (28:29) most dentists to compete have to be doing today. If you're doing, you know, still doing mercury fillings from the seventies, then maybe that's not you. But most people who are listening to your podcast are...   Kiera Dent (28:32) Mm-hmm.   I was going to say you, most of the podcast   community should be in that realm.   Derick Van Ness (28:44) Yeah, I'm kind of joking, but typically, I mean, it's between $10,000 and $20,000 a year. if you have a big practice, I mean, we've had clients that have gotten multiple six figures back because they did some major overhauls and a bunch of stuff. But let's call it $15,000 to $20,000 a year for a lot of dentists. It takes 45 minutes to do it, the interview, and then a little bit of time to review that, make sure it's good.   So let's call it two, maybe three hours of total time to get that money back, right? And you can do this every year when we amend. You have to amend them and they go back to the IRS. And the IRS is taking about a year to get checks out. They're a little buried ever since COVID. They got behind and they just never caught back up. But once you get on top of that for 2025 and beyond, like you can just do it proactively. You just don't pay the taxes. You don't have to wait for a refund.   And so it's another one of those things where you spend an hour or two a year and you get 10, 15, 20, $30,000 a year that you just get to keep. Right. And so this one to me is a huge one for dentistry because the rate at which the industry is changing, right. Uh, went from, from cone beams to milling people, milling their own crowns. Now it's 3d printing pretty soon. It's going to be, you know, a lot of these things you see at the shows with the robots doing things and all kinds of different things that   Kiera Dent (29:50) Awesome.   Totally.   Derick Van Ness (30:12) Dentistry is a very progressive industry, right? A lot of AI coming in with answering phones and scheduling people and answering questions and all of that kind of stuff. You may as well get credits for it. You're doing the work, you're buying the equipment, you're figuring this stuff out. So if you're doing anything where you're upgrading, trying new technology, looking to get better, faster, more efficient, you're probably accruing the credits. ⁓ And it's just something you don't want to miss out on. R &D credits are... ⁓   not as well known as they could be because it's very much a specialty thing and it's relatively new to the tax code. It only became permanent in 2015. It's been around since the 80s but it changed a bunch and became permanent then. And the reason we didn't do it through 2022 through 2024 was there was a change in the 2017 tax code and you know they gave tax breaks.   Kiera Dent (30:43) Mm-hmm.   Derick Van Ness (31:07) to corporations, they had to make it up somewhere. And this was the place where they said, if people claim R &D, they also don't get to write off all the expenses without going into all the detail. It just wasn't worth doing. Now we can go back and recover that. Congress didn't think it was even going to become a law. I think they thought they were going to amend it. And then COVID happened. And they sort of forgot about it. So it became a law in 22. Anyway, this is all fixing it. So to me, this is a huge one. It's an easy win for a lot of a.   Kiera Dent (31:18) Yeah.   Derick Van Ness (31:36) a lot of dentists to be able to go out and just get a bunch of money back in taxes you've already paid for stuff you've already done. And it's pretty minimal effort. ⁓ There are lot of different people out there who do it. We do a free estimate for people so they can kind of see what's on the table. But yeah, it's pretty straightforward. To me, that's probably the one specific to dentistry that's going to apply to almost everybody listening almost every year. And so   I kind of saved it toward the end here because I think it's the big win. know, the others, the bonus depreciation can be bigger, but you're probably not buying a business or massive amounts of equipment every year. But if you are, then that's going to be a huge one too.   Kiera Dent (32:20) Yeah. No, Derick, I love that. And I did some math because you talked about like one hour approximately per month to do these things. And I just I did some really, really conservative numbers. So I was like, if we were doing 20 grand of how much we get for tax savings of like actual dollars to you. And that was in 15 hours a year. That's 1333. So about 1400 per hour. And so thinking about a dentist who's producing 1400 per hour.   That's actually, that's a pretty high production. You're producing about $11,000 a day as a dentist at that rate. Then I was thinking like, okay, the R &D is 10 grand, 20 grand in two hours. That's now producing $10,000 an hour. I was like, that dentist would be producing $80,000 a day. Just to put in comparison of your dollar per hour on production, you apply that to your tax savings. I think that it's to me,   Not all dentists are even producing $1,300 an hour. Even very, very skilled dentists, like 500 to 1,000 is actually pretty great. That's what we try to target for doctors to do. 8,000 a day is a pretty good amount. So when I just did the quick math and I'm like, a lot of dentists are not working five days a week. A lot of you are working four days a week. So if you just added this as part of your CEO time, one hour per month to dedicate to this.   What's the ROI of that time? think it's very well worthwhile. And I will agree with you, Derick. We've had you on the podcast before. That's why I had you come back on, because I am seeing multiple clients get these R &D credits coming through that I just think it's a worthwhile thing. Again, I feel like it's Geico. That's what I feel like right now. Like one hour or like one quick call could save you 10 to 20 grand. I think that that to me, again, let's be sharp. Let's be savvy. Let's make sure we take advantage of these opportunities because again,   Derick Van Ness (34:00) you   Kiera Dent (34:13) Like you've said, the compound of that 10 or $20,000 that you get over the course of the next 20 to 30 years while you're doing dentistry, even if it's five years, even if it's 10 years, ⁓ that to me is so worth your time. I feel like that's the best use of your time you can possibly do as a CEO, as a business owner. So Derick, that's why I want to do back on because I think everybody should connect with you. Everybody should talk to their CPAs about this.   I know you guys do the R &D credits. I also know that you guys do accounting. So if people are looking to connect with you, Derick, like what's the easiest way? Like I'm fired up listening to this podcast. I'm committed to my one hour a month. It's like one and a half guys. So you're gonna have to be a little bit more, but I'm committed to that. Where do I start? How do I get going to make sure that I can maximize this big, beautiful tax bill and also the R &D credits for my practice.   Derick Van Ness (35:03) It's a great question. So we actually set up a page just for Dental A Team listeners, right? So it's just, my company's called Big Life Financial. And we do that, it's not big money financial. Our goal is to help you get money out of the way so you can live the life you're here to live as a human, right? And really spend the family time and make the contributions and express yourself as you want to. But it's BigLifeFinancial.com/DAT. So if you go there, it's a research and development credits   opt in right for the page because I think that's the biggest win. But we will also do, if you would like, a full three year tax review for people. Anybody who wants to see, have I been overpaying? There's a million things we didn't touch on today because they're not part of the new tax bill. There are things that have been around for a long time. ⁓ But we can help you to get a good idea of have you been overpaying and what are the opportunities out there? ⁓ And so that's a great way to start. And then from there, if it seems like you want to   Kiera Dent (35:46) Mm-hmm.   Derick Van Ness (36:03) find out more, you have questions or things come up, but that's a good starting point, right? It's like a diagnostic that gives us a good place to start from. So BigLifeFinancial.com/DAT will set up a free call. It should only take maybe 15, 20 minutes at first just to answer any question. That's great.   Kiera Dent (36:19) 15 or more could save you.   It really fills up, it's true. It's true. Daria, I do have a question though, because people get creeped out by taxes. How often do doing this and looking back at past taxes alert audits within the IRS? Because people creep out about this.   Derick Van Ness (36:37) So doing it,   so the R &D credits, especially this because they literally passed a law and said, yes, you can go back and do it. So there's going to be a ton of people doing it. So I don't think it's going to be any type of audit unless you really weren't doing research, right? But that's what the interview is for, is to help us to identify it. And our team will essentially tell you what does and doesn't qualify. But there's no risk to it, especially because they're saying, hey, yeah, you can go back and do this. You could.   I mean, you could have claimed it before, but nobody did. So it's not going to stand out. also, even in the past, when we've done this for people prior to that law change, I think out of 16,000 filings, there's been like maybe 12 or 15 audits. It's lower. It's even lower than a typical audit range. And I don't know how that's even really possible, but it's just been very low. It's not something the IRS is really worried about. It's not huge amounts of money.   Kiera Dent (37:10) Mm-hmm.   Derick Van Ness (37:35) You know, some of these other strategies care that you're aware of. people are getting 50, 100,000, $200,000 tax breaks and those are much more highly scrutinized. You really doing this work, which dentists do, uh, and based on your industry, I don't think they're really going to bat an eye. It doesn't mean there's a zero chance, but it's very, very low. Just like if you had a piece of equipment, forgot to depreciate it. Now you went back and amended to do that. It's that straightforward. It's a permanent part of the tax code. It's not gray area stuff.   Kiera Dent (37:42) Right.   which is super helpful. And that's just where I wanted to clarify because I know people get kind of weird of like, yeah, I want to save on my taxes, but I'd rather not get audited. And so I think this is a world where you can be both. You can save on taxes legally, just like the Augustus rule. Like that is something very common. People do it if you don't know about it, talk to your CP about it, ⁓ your kids having real jobs. So I feel like it's something where, like you said, it's not talked about as much, but that does not mean that it is not as commonplace or that you shouldn't bonus appreciation on real estate, on big equipment.   Derick Van Ness (38:10) Yeah.   Kiera Dent (38:36) These are things that I also feel this is the time like a political landscape for you as a business owner to take advantage of tax benefits. The person who's in the White House currently, whatever you choose to believe or not believe is very pro businesses in a lot of ways. And so I'm like, if you're ever going to try it based on who's in office, ⁓ I think now is a great time ⁓ with how many things are coming forward for businesses and being more business. ⁓ I would just say   business friendly, I think is where the political landscape is currently. Again, not to go down a political path, just to be looking at like, if I'm hedging my bets, now is probably a really good time where odds of audits are probably a little bit lower than maybe at other times of the political landscape. So just things to think about. Derick, I love these podcasts. I love building wealth. So guys go to BigLifeFinancial.com/DAT, so Dental A Team. So it's just DAT our initials.   Derick Van Ness (39:15) Yeah.   Kiera Dent (39:32) And Derick will take great care of you. Derick, any last thoughts as we wrap up today? I appreciate you so much being on here.   Derick Van Ness (39:38) No, just think, you know, dentists work really, really hard and I feel like a lot of them don't get the fruits of their labor because there's a lot of these little things that they haven't been taught. And I think all the little things do add up. So, you know, this is one of those things that if you choose to just take it on, figure it out in a year or two, you'll be way ahead of the game and you get to benefit from that basically forever. Right? lot of this stuff, once you figure it out one time, you can just ride.   80%, 90 % on autopilot. So if you've been afraid of it, would say it's climb over that hill, whether it's with us or someone else, it is really worth it. You guys work too hard, take too many risks, deal with too much headache to not get the full amount of the money that you really deserve to keep. So yeah.   Kiera Dent (40:23) I agree.   That's why Derick gets to be on the podcast because we're very aligned. I've always said I want dentists to be insanely wealthy, insanely. I see what you go through in school. mean, 2.5 million debt ⁓ to even get the opportunity to practice. ⁓ That's really where I was on a very strong mission to help dentists just like Derick to be as successful as you want to be. And there's little strategies like what we talked about that are big strategies. So take advantage, get over the hump.   Chat with Derick or your financial advisor or your CPA. But these things, I think, need to be part of your every single year conversations. They need to be talked about multiple times. You need to be asking what's been changing in the tax bill, keeping yourself a part of it. Very simple moves, big gains this year. Derick, as always, thanks for being a part of it. I really appreciate you. And for all of you listening, thank you for listening, and I'll catch you next time on the Dental A Team Podcast.

Curtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. By following the principles of wealth creation, Curtis teaches people that their number one financial asset is their knowledge. The more they know, the lower their risk, and the greater their chance of success over time.Не feels strongly that financial products are simply tools. What makes the biggest difference in people's lives isn't the product; it's how they use it.EPISODE NOTES:[00:00-06:25] Don't just save[06:26-12:29] 5 Principles of Financial Success[12:30-18:05] Cash Flow Strategy[18:06-28:53] Be The Bank Strategy #1[28:54-31:51] Be The Bank Strategy #2[31:52-36:16] Systematize your Success[36:17-38:43] Be a creative investor[38:44-41:11] Investor Q&ASpecial mentions: Rich Dad Poor DadLearn more about this strategy at practicalwealth.netAny questions?*** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing

If you've ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again.

Ever feel like your business can't function without you? Like you are the engine keeping it alive? In this episode, I share the hard truth I had to face: if your business needs you 24/7, you don't own a business — you own a job. And one with terrible hours.So today, I'm walking you through four things you must do to build a business that runs without you — so you can finally step into the role of visionary instead of being the bottleneck.

You're past the honeymoon phase—now it's time to show what you're made of.The first 90 days in a new leadership role mark a critical shift: from being new to being noticed. This episode of Promoted: Stop Doubting, Start Leading dives deep into what it really takes to move from early impressions to lasting influence.Karen Gombault breaks down five strategic moves that build your credibility, establish your authority, and help you drive meaningful progress—even if everything still feels new. Whether you're looking to build trust, set the tone, or make a visible impact, this episode is your tactical roadmap for the next stretch of your leadership journey.5 KEY TAKEAWAYS:1. Own the narrative. Reintroduce your role and clarify your priorities. A simple team meeting or summary email can realign expectations and build trust.2. Systematize your influence. Create consistent rhythms—like weekly updates or structured decision-making forums—that make your impact visible and predictable.3. Choose one high-impact initiative. Show you can move the needle by simplifying a stuck process or streamlining a workflow that affects more than just your team.4. Deepen strategic relationships. Go beyond “getting to know you” chats. Book second-round meetings that explore strategy and surface valuable early feedback.5. Protect your energy. Leadership presence starts with how you feel. Schedule personal time first, and build in moments that recharge and ground you.“Your energy is part of your presence. If you are exhausted, distracted, reactive—that is what people experience.” – Karen GombaultThe 90-day mark is where perceptions form and expectations rise. This episode will help you turn the corner without burning out or second-guessing yourself.RESOURCES & NEXT STEPS:Free Resource: Build Your Visibility At Work → https://www.karengombault.com/getnoticedStart with Catalyst – A focused 6-week coaching sprint to solve one real leadership challenge with strategy, momentum, and results. Learn more: https://www.karengombault.com/catalystGo deeper with 1:1 Executive Coaching – My high-level, science-backed coaching partnership to show up with confidence and protect your energy while delivering at the top. https://www.karengombault.com/privatecoachingConnect with Karen on LinkedIn: https://www.linkedin.com/in/karengombault/

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! In today's episode, we dive into the powerful concept of Red Ocean vs. Blue Ocean strategy—and how it directly applies to your canine rehab business. As our field grows, so does the competition. So how do we stand out without racing to the bottom on price? How do we build a brand and a client experience that clearly communicates the unique value we offer? This conversation, originally inspired by a session from our Incubator Mastermind business coaching program, will help you understand how to create a business that's not just competing in a crowded market, but standing apart in a category of its own. Listen to the full episode as we discuss: Red Ocean = Competing on price and features, where the market is saturated, growth is limited, and clients choose based on price. Blue Ocean = Creating your own space, where competition becomes irrelevant because your offering is unique, valuable, and deeply aligned with what clients want. Price wars devalue your expertise and lead to burnout—clients don't always choose the cheapest, they choose what they trust and value. Your client experience is your greatest differentiator—what you do and how you make people feel speaks louder than any tagline. Branding and marketing must clearly showcase your uniqueness, from your messaging and website to how you follow up with leads. Don't just try to be better—be different. Your goal is to educate the market on why your version of "canine rehab" is unlike anything else. Systematize your operations, sales, and marketing so that everything supports a premium, personalized client experience. The fortune is in the follow-up—build trust over time through nurturing systems, education, and authenticity. Are you interested in learning more about our K9Rehab Marketing platform? That is the only CRM and marketing software available in the market for canine rehab therapists, and it has been an integral component for our business and for dozens of our clients! Just follow the link for more info: https://k9rehabmarketing.com/ Book a FREE strategy call: https://calendly.com/thek9pt/strategy-call Join our Canine Rehabpreneur Community: www.facebook.com/groups/k9rehabpreneur/ Download our fee calculator and training: https://thek9pt.mykajabi.com/Fee-calculator Download our 'marketing done easy' worksheet and training: https://www.k9ptacademy.com/marketing-done-easy ... Thank you so much for listening to this episode and if you found this content valuable here are some additional ways we can help each other: 1) Go to www.k9ptacademy.com for more resources on business ownership, including our free Fee Calculator and Marketing Done Easy worksheet 2) Send us your question or subscribe to our weekly newsletter by emailing us at hello@k9ptacademy.com 3) Share this episode with a colleague who might also find it helpful :-) 4) Leave us a 5-star review so we can expand our reach and help more folks

If you want to have more free time from your restaurant you are going to need to Trust. Delegate, Systematize and Trust. If not, you will continue to be a slave. Listen now.Contact Me at:yourlifeandrestaurant.com

Josh emphasizes the importance of being a bar raiser during hiring, explaining that new hires should elevate the entire team. By raising the bar with each new team member, existing talent will also be inspired to improve. Tune in to the Ecomm Breakthrough Podcast for more talent acquisition tips!In this episode of the Ecomm Breakthrough Podcast, Josh— the host of this podcast and an experienced eight-figure brand owner—shares a proven seven-step hiring process tailored for entrepreneurs scaling to 8-figures and beyond. Listeners learn how to conduct a time study, craft compelling role profiles, source and filter candidates, assign test projects, and leverage group and one-on-one interviews with reference checks. Emphasizing practical assessments over resumes, the episode offers actionable strategies to attract A-level talent, streamline hiring, and build a high-performing team—empowering business owners to delegate effectively and accelerate their company's growth.Highlight Bullets> Here's a glimpse of what you would learn…. Importance of hiring management-level staff effectivelyChallenges entrepreneurs face in the hiring processSeven-step hiring process for improving hiring practicesConducting a time study to understand time allocationCreating a detailed role profile with key performance indicators (KPIs)Sourcing and filtering candidates using various platformsUtilizing test projects to assess candidates' skills and abilitiesConducting group interviews to evaluate interpersonal skills and team dynamicsImportance of one-on-one interviews and thorough reference checksStrategies for crafting compelling job descriptions to attract top talentBuild a Team That Scales With YouHiring is the highest-leverage activity for any entrepreneur aiming to scale. By following this rigorous, data-driven, and human-centered 7-step process, you'll dramatically increase your odds of hiring management-level staff who drive growth, embody your values, and help you reach 8 figures and beyond.Here are 3 actionable takeaways that you can get from this episode:1. Slow down to speed up: Invest the time upfront to avoid costly mis-hires.2. Be relentless in your standards: Only A-players will help you scale.3. Systematize and optimize: Use toolsResources & Links SectionHere are the mentions with timestamps arranged by topic:Ecomm BreakthroughEcomm Breakthrough YouTubeEcomm Breakthrough ConsultingEcomm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comAmazonChatGPTLoomGrokOnlineJobs.phWorkableCriteria CorpCulture IndexUpworkLinkedInIndeedClockwork by Mike Michalowicz on AmazonThe One Thing by Gary Keller on AmazonThe E-Myth by Michael E. Gerber on AmazonWho on AmazonSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaJosh Hadley 00:00:00  Welcome to the Ecomm Breakthrough podcast. If you are tired of hiring the wrong people, or you're tired of putting out a job post and finding poor applicants, I've got the system for you. I'm going to be showing you and breaking down my seven step process in order to hire management level staff from anywhere in the world. All right. So let's get into it. First of all, 99% of you entrepreneurs are hiring people the wrong way. We're going to be diving in exactly how you should be hiring them here. All right. So let's talk about what is the easiest way to use AI and to be able to find incredible management level contractors. First of all, who am I? I am a father of four, husband to a beautiful wife. that is my pride and joy. Right there is my family. Also, I've been an eigh...

Let's be honest, training can spark short-term results, but if you want long-term recruiting success, you need a team that lives in a growth mindset. In this episode of Recruiting Conversations, I break down how to create a learning culture that fuels consistency, creativity, and long-term momentum. This isn't about more courses or another playbook. It's about shaping a culture where people chase improvement, not because you make them, but because it's who they are. Episode Breakdown [00:00] Introduction – Why most teams flatline after early wins—and how to fix it with a growth culture. [01:00] Step 1: Model It from the Top – If you're not growing, your team won't either. Share what you're learning and experimenting with. [02:00] Step 2: Build It Into the Rhythm – Weekly skill clinics, role plays, book clubs, and "teach-back" moments create learning momentum. [03:00] Step 3: Celebrate Growth Behaviors – Don't just recognize hires; reward script tweaks, learning reps, and initiative. [04:00] Step 4: Create Psychological Safety – Give your team permission to fail forward. Growth can't happen if fear dominates the room. [05:00] Step 5: Align Systems to Support Growth – Track and coach development behaviors, not just outputs. Reinforce the right things. [06:00] Final Challenge – Audit your culture. Ask: Are we learning? Sharing? Modeling? If not, start with one small rhythm and build from there. Key Takeaways You Set the Growth Ceiling – If you're not learning, neither is your team. Model curiosity, not just execution. Make Learning Normal – Growth won't scale if it's optional. Systematize it with intentional rhythms. Reward Process, Not Just Production – Celebrate the learner, not just the closer. Fail Forward, Together – Safe teams grow faster. Normalize iteration and experimentation. Track Growth Like You Track Results – If it matters, measure it. Progress becomes culture when it's visible. The strongest recruiting teams aren't the ones who have it all figured out—they're the ones who never stop improving. Build a culture where growth isn't just encouraged. It's expected. Want help designing a high-performance recruiting culture that lasts? Subscribe to my weekly email at 4crecruiting.com or book a coaching session at bookrichardnow.com. Let's grow your team from the inside out.

Episode Title: Is Your Business Trapped in Your Head? How to Build Systems That Set You Free with Eric Williams Released: June 10, 2025 Guest: Eric Williams, Founder & Chief Business Transformation Officer at Willity Host: Marcia Riner, Business Growth Strategist at Infinite Profit®

Join Chris and me for a discussion about using AI to improve your team's systems. Chris Lopez is an AI expert that helps companies improve their companies with AI enhancements. One of my favorite parts of this interview is when he talked about using AI to inform strategic decisions. You can get the Magnetic Systems Method (and other systems guides) to find issues before they become expensive problems. Highlights from the interview: 1. Introduction and AI-powered workflow automation We discuss Chris's expertise in using AI tools like Make.com to automate business workflows. Chris shares a story about how a YouTuber named Helena Lou used Make.com to automate her social media posting and video creation, leading to significant growth in her online business. 2. Leveraging AI to enhance business operations He explains how he helps companies identify their core business processes and then use AI-powered tools to streamline and automate those workflows. He emphasizes the importance of providing AI systems with clear parameters and prompts to ensure they deliver the desired outcomes. 3. Applying AI for competitive intelligence and strategy We discuss how AI can be used to monitor competitor activity, track pricing changes, and provide insights to inform strategic business decisions. They highlight the value of automating these types of competitive intelligence gathering and analysis tasks. 4. Developing custom AI assistants and coaches I share how I've been experimenting with using custom AI assistants to help coach himself, and Chris provides suggestions on how to effectively leverage AI in this capacity, such as by curating the training data and prompts to align with specific coaching goals. 5. The future impact of AI, robotics, and emerging technologies He discusses the book "The Coming Wave" by Mustafa Seliman, which has influenced his perspective on the disruptive impact of AI, robotics, and other emerging technologies on society and the workforce. They explore how these technologies may transform industries and daily life in the coming years. Learn more about Chris Lopez over on LinkedIn.  As always, if you have any questions or want to submit an amazing guest for the podcast, just reach out to me on the Systematic Leader website, and I'll do my best to get them on. If you enjoy the interview, please take 30 seconds to rate the Systematic Leader podcast on your favorite platform. Thanks!

Systematize your firm with this video https://www.youtube.com/watch?v=T8rQzr3ogkMCheck out this app database https://www.jasononfirms.com/apps✉️ Check out Jason's weekly email newsletter https://www.jasononfirms.com/newsletter

MARKETING PLAYBOOK | A strong business is built on clear fundamentals, including a consistent and effective listing marketing plan. In this episode, the marketing team breaks down the core elements of a listing marketing plan and how to create a repeatable system that supports every listing.   Speakers: Abbie Dorwart, Director of Marketing  Staci Stillmunkes, Agent Marketing Services Coordinator Ellie Dove, Marketing Coordinator   Access the resources mentioned here.   Subscribe to the More Than More Podcast for new weekly episodes as we discuss building meaningful and impactful businesses, careers, and lives through real estate.   Apple Podcasts Spotify YouTube  

"Trust is not a campaign. Trust is making deposits, planting seeds, giving of yourself and your knowledge and your perspectives without expectation of return, and then return happens.”“The human heart is all you have left. AI is coming.”In today's noisy world, trust is the new currency—and your personal brand is the vault. Building a personal brand isn't about ego or fancy marketing campaigns; it's about being deeply intentional, showing up authentically, and connecting through values, stories, and service. True influence starts with a clear message, delivered consistently and with heart.Alan McLaren shares hard-won insights from decades of experience across leadership, marketing, and sales. He breaks down the shift from hiding behind logos to leading with personality and purpose. Whether you're a solo coach or a CEO, it's not enough to market—you must build trust at scale. Thought leadership isn't optional anymore; it's your only defense in a world racing toward AI and automation.Alan McLaren is the co-founder of Strata Originals and a seasoned business leader with over 25 years of experience in sales, leadership, and brand development. With a passion for helping entrepreneurs become visible and trusted, he works with his business partner Leanne to guide leaders through the transformational journey of building authentic personal brands.Expert action steps: Intentionality in networking:“Networking doesn't happen by accident. Systematize the people in your life that you want to stay connected to… If you're trying to sell, if you're trying to market… be positive when you do that, don't try to sell anybody.” Celebrate others on LinkedIn to build visibility and trust:“Go on LinkedIn and celebrate others… say something insightful… you're now spreading audience when you're doing it.” Get over your fear of posting content—it's no longer optional:“This is not a luxury anymore… AI is coming for you and the only thing that's going to differentiate you is you… the human heart is all we have left.”Lean more & connect:https://strataoriginals.com/. Where Alan and his business partner Leanne help CEO's, entrepreneurs, founders and executive teams build authority and influence with clarity, conviction and authenticityReach out to Alan on LinkedIn and tell him you'd like a copy of his personal branding worksheet.https://www.linkedin.com/in/alanmclaren/Visit https://www.eCircleAcademy.com and book a success call with Nicky to take your practice to the next level.

Systems & Processes That Drive Profit with Adi Klevit   Chaos is expensive. In this episode of The Profit Answer Man, we crack the code on how documented systems aren't just nice-to-have—they're the missing multiplier in your business's profitability formula. If you're tired of being the bottleneck, constantly putting out fires, and never getting ahead, it's time to trade the hustle for high-performance systems that scale. Our guest, Adi Klevit, reveals how business owners can create a self-operating machine by implementing and optimizing their processes.  Spoiler alert: Systems aren't the enemy of creativity—they're the foundation of freedom.    In This Episode, You'll Learn:  Why most entrepreneurs resist creating processes—and how that resistance kills profitability. The difference between organized chaos and scalable clarity. How systematization frees up your mental space AND cash flow. The connection between process documentation and higher business valuations. Why your SOPs are your secret weapon in scaling and exiting.    Key Takeaways:  “Freedom comes from structure.” Entrepreneurs crave autonomy, but lack of documented processes is what traps them in day-to-day firefighting. Systems are your escape hatch. Systematize for scalability. Want to sell your business or open new locations? Investors and buyers care about repeatability. That means documented processes. Retention tool: Losing a key employee shouldn't threaten your operations. When SOPs are in place, you retain knowledge even if you lose people. Consistency = trust = profit. Standardized delivery builds a brand customers trust—and trust drives referrals and lifetime value. Build your business to sell, even if you're not planning to. Systematizing gives you options—scale, step back, or cash out.    About Adi Klevit:  Adi Klevit is the visionary founder of Business Success Consulting Group, where she helps business owners build scalable, efficient organizations. With a 25+ year background as an Industrial Engineer and management consultant, Adi turns complexity into clarity. She's a process queen and people whisperer—combining strategy and operations into a powerhouse system that frees business owners to thrive.  She's also the host of the Systems Simplified podcast, where she interviews top entrepreneurs about the systems behind their success.    Conclusion:   Systems Drive Profit. What's the true cost of not having processes? Missed profits. Burnout. Lost opportunities. Adi makes a compelling case that processes are profit levers—and that the business owner's role is to step back, build systems, and lead with clarity. As EOS, Traction, and Scaling Up all emphasize: documented, followed-by-all processes are a non-negotiable for sustainable growth.  If you're ready to turn chaos into cash flow, this episode will show you how.    Links:   Website: https://bizsuccesscg.com  Podcast: https://bizsuccesscg.com/podcast/  LinkedIn: https://www.linkedin.com/in/adiklevit/  Link to schedule free process mapping session: https://calendly.com/meetwithadi/free-process-mapping-session    Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Get ready for a powerhouse episode as Ted Miller III joins Tyler Jorgenson on BizNinja Entrepreneur Radio! Ted has helped over 25,000 entrepreneurs double their sales, co-built a $100M business with Chet Holmes, and partnered with legends like Tony Robbins, Jay Abraham, and Russell Brunson. But don't let the names fool you—Ted brings humor, heart, and a whole lot of real talk about what it actually takes to grow a business. From blue-collar roots to the boardroom, Ted's story is anything but ordinary.Ted breaks down the real story behind strategic alliances, the truth about JV deals, and why motives matter more than marketing tactics. You'll hear insider tales from the early days with Chet Holmes, the Dream 100 strategy that helped fuel ClickFunnels' explosive growth, and how Ted's unique approach to workshops (not webinars!) leads to unreal conversion rates—think 30%+ sustained over 20 years. If you're chasing “easy riches” via automation and affiliates, Ted's about to hit you with some serious entrepreneurial reality.The episode is packed with gems—from the KPE (Key Points of Execution) framework that helps CEOs stay focused, to the importance of building a board of advisors that's both fun and profitable. Whether you're building your first funnel or scaling your million-dollar empire, this episode will entertain, educate, and fire you up to go do something epic. Ethical bribes, off-roading in the wilderness, and showering in rivers with your kid? Yeah… this one's got it all.Key TakeawaysWebinars are dead—long live workshops! Forget stale presentations and one-way monologues. Connection and heartfelt delivery in small, intentional groups convert better and build lasting impact.You want legendary partnerships? Be legendary first. JV deals and alliances with top-tier players aren't for the faint of heart or skill. Bring unmatched value, and then swing big.Systematize for freedom, not control. Entrepreneurs often resist structure, but focusing on your top three Key Points of Execution (KPEs) creates space, profitability, and the life you started your business to build.Chapters00:00 Introduction to Ted Miller III01:43 The Early Entrepreneurial Spark04:03 First Steps into Business Ownership06:30 The Power of Strategic Alliances12:47 Transitioning from Employee to Business Owner16:54 Webinars and Modern Sales Techniques22:11 Creating a Sales Vortex28:13 Personal Goals and Family Time

This one might hurt, but you need to hear it.If you'd like to exit your consultancy, agency, or other professional service business..and you have built it like 99% of entrepreneurs in this space...It probably won't happen.Or, you'll get a low price with terrible terms.Why?The way most professional service businesses are built and managed goes against what buyers are looking for.It's because of the same reason you're probably stuck at low seven-figures, despite having been at it for quite some time.I also show how you can 10x (or more) the value of your service business.Hint:Productize. Standardize. Systematize.Build recurring revenue offers.Diversify your client base.And most of all...Get. Off. The. Org. Chart.Your business is too dependent on you, the founder (for everything).You ARE the business.Click the link in the comments, watch the video and set up a free valuation and assessment call with me, if you're interested in solving this massive issue (it might be worth millions to you, not kidding). thesimplecompany.com/meeting For free resources and to check out our offerings, go to thesimplecompany.com

Lorie Jones is the Wealth Manager at Fearless Financial Advisors, a DBA of hybrid advisory firm Fidelis Wealth Advisors based out of Colorado, where she oversees $30 million in assets under management for 88 households. What sets Lorie apart is how she maximized the capabilities of Salesforce CRM—typically used by larger firms due to its advanced features and higher cost—to streamline processes and workflows while working at a mid-sized advisory firm without the need for costly Salesforce developers, demonstrating how a well-optimized CRM can enhance efficiency across the firm. Listen in as Lorie shares how she leverages Salesforce's "clicks not code" functionality to create custom automations—such as her innovative "magic buttons"—that streamline firm operations, from client onboarding to money movements. She also discusses her journey from an administrative role to firm partner, her transition into full-time advising to focus on serving high-net-worth women, and how she overcame the challenges of launching her own practice. Lorie also reflects on balancing earning her CFP and MBA while raising five children, how starting a podcast helped her gain confidence in prospecting, and why learning from mentors empowered her to take bold career risks. For show notes and more visit: https://www.kitces.com/428

In this conversation, Catherine and Sean discuss their experiences at the International Builder Show (IBS), highlighting the event's growth, networking opportunities, and innovative products. They reflect on the importance of face-to-face interactions in the industry and share insights on the challenges of managing content and systems within their business. The discussion also touches on the pros and cons of Las Vegas as a trade show destination and the significance of delegation and organization in enhancing efficiency. In this conversation, Catherine and Sean discuss the importance of aligning teamwork and workflow, the significance of delegation, and the benefits of embracing remote support. They explore the creation of effective systems to enhance productivity and growth, while also reflecting on the challenges faced along the way. The discussion culminates in a light-hearted trivia challenge, emphasizing the importance of consistency and learning from experiences.

BRX Pro Tip: How to Systematize Anything Stone Payton: Welcome back to Business RadioX Pro Tip. Stone Payton and Lee Kantor here with you. Lee, we are living this real time. We have come to appreciate the value of repeatable processes and transferable tools. So, what’s the key to really systematizing things? Lee Kantor: Yeah. […]

Struggling to stay on track despite your hard work? I'm Elzie Flenard, and I'm here to share a transformative method to help you achieve clarity, focus, and balance in both your life and business. Let me show you how to create a winning strategy that aligns with your values and goals.Here are 3 key takeaways:Clarity, Consistency, Simplicity: These three pillars are essential. Clarity helps you understand your mission, consistency ensures you stay diligent, and simplicity cuts through the noise to keep you focused.Systematize for Success: Create Standard Operating Procedures (SOPs) for everything you do. This not only keeps you organized but also prepares you for efficient scaling by providing a guide for future team members.Boundaries are Crucial: Saying "no" is important. Align tasks with your mission, message, and method. Clear boundaries help you stay focused and prevent overwhelm.Let's Connect!Connect with me on LinkedinSupport the show

☎️ Schedule your free business evaluation call with our team HERE 

Welcome back to another episode of the Female EmPOWERED Podcast! I'm your host, Christa Gurka, and today we're talking all about how to transform your fitness or wellness business in 2025. Whether you're looking for growth, sustainability, profitability, or simply better systems, this episode is for you!I'll be sharing why standard operating procedures (SOPs) are the secret to stepping out of the day-to-day grind and how creating even one SOP a month can revolutionize your efficiency and profitability. From stories of clients who grew their revenue significantly to the benefits of working with a business coach, we're covering everything you need to know to get your business set up for success in the new year.Some of the things I discussed are: Set Clear Goals for 2025: Decide what you want to achieve—whether it's growth, sustainability, profitability, or improving systems—and let those goals guide your strategy.Break Free from Being the Sole Operator: Creating SOPs and delegating tasks empowers your team to handle daily operations, so you can focus on the bigger picture.Systematize for Efficiency and Profitability: Having well-documented processes can reduce stress, increase cash flow, and boost overall profitability.Top 3 SOPs Every Fitness Business Needs: Opening/Closing Procedures, Client Experience, Time-Off PoliciesApply for My “Beyond the Movement” Inner CircleReady to systematize and scale your business? If you're looking for hands-on guidance, accountability, and proven strategies, apply for my program to take your business to the next level.Thank you for tuning in to this episode of the Female EmPOWERED Podcast! Don't forget to subscribe, leave a review, and share this episode with other fitness and wellness professionals who might benefit. Until next time, keep empowering yourself and your business for a successful 2025!Interested in being a guest or asking questions? Reach out at Christa@pilatesinthegrove.com!

Are you ready to turn your short-term rental hobby into a thriving, professional business? In this episode, we dive deep into the strategies and systems that can help you scale your rental portfolio while maintaining a seamless guest experience. Joined by Lauren Aumond, the mastermind behind Adulting Is Easy, we unravel the secrets of scaling short-term rentals without compromising on quality or efficiency. Whether you are just starting with one property or looking to expand your portfolio, this conversation is packed with actionable insights and expert advice. Lauren shares her incredible journey from single-property ownership to managing a portfolio of seven rentals, hosting over 1,000 reservations, and streamlining operations using innovative tools like dynamic pricing software and automated communication systems. What You'll Learn in This Episode

12 years in real estateTeam of 70, Hiring 15 a month.447 sides and over 160m+ YTD [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.

Work With Our Team 1:1 HERE https://theclubhouse1.lpages.co/1to1-coaching/ Join The Clubhouse HERE https://bit.ly/erfclubhouse Purchase Low Cost One Off Programs HERE https://theclubhouse1.lpages.co/one-off-programs-landing-page/ FREE Calorie Calculator HERE https://bit.ly/erfcalorie-calculator 20% Off Legion Athletic Supplements Code “ERIC” HERE https://bit.ly/3lrMpp7 Youtube Channel https://www.youtube.com/@ericrobertsfitness In this episode of the Eric Roberts Fitness Podcast I talk about how and why you need to systematize your diet so you never fall off track again. I hope you enjoy the episode and if you do, please leave a 5 star rating and review! -E

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business -  Level 4 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Systematize! Just the word alone gives me tingles up and down my spine. It's no surprise, but it's one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining. In this episode, we'll dive into:Time-management techniques to implementHow to automate, delegate, delete, and streamlineWhy you need a recommendations templateSOPs, templates, & checklists GALORE!Don't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Are you a SaaS founder ready to take your team and business to the next level? In this episode of SaaS Fuel, Jeff Mains dives deep into the essentials of successful scaling—team alignment, robust systems, and transformative leadership.Joining Jeff is Joanna Zhang, a business systems expert who shares her journey from operational overwhelm to mastering delegation and team empowerment. Together, they unpack actionable strategies to streamline processes, cultivate a thriving team culture, and build the foundations for sustainable growth.Key Takeaways0:00 – Introduction: Skills vs. Attitude in Hiring6:14 – Balancing Control and Delegation9:07 – Systems for Team Accountability14:02 – Why Attitude Outweighs Skills in Hiring19:05 – Creating Redundant Skill Sets in Teams25:57 – Structuring Teams to Avoid Over-Reliance on Key Players33:35 – Systematization: The Key to Growth37:28 – Operational Consistency Through Documentation42:34 – Cutting Founder Burnout with Strategic DelegationTweetable Quotes"Hire for attitude, train for skill. Skills can be taught, but mindset is everything.""Scaling isn't just growth—it's about systems that prevent burnout and enable resilience.""Strong leaders empower their teams to thrive by shifting from commanding to serving.""Delegation is letting go with accountability. Trust your team to rise to the occasion.""True growth happens when every team member works in their genius zone. Align passion with purpose!"SaaS Leadership Lessons1. Lead with Vision, Not Just MetricsA great leader doesn't just chase KPIs—they rally their team around a compelling vision. Metrics guide the journey, but vision provides the destination. Align your team around a shared purpose to fuel passion and commitment that outlasts the next sprint cycle.2. Hire for Fit, Train for SkillsIn SaaS, adaptability and culture fit are more valuable than a polished résumé. Hire people who align with your mission and possess the curiosity and grit to grow with your company. Skills can be taught; values and mindset are harder to change.3. Systematize for ScalabilityYou can't scale chaos. Create systems that reduce decision fatigue, improve consistency, and enable your team to operate autonomously. Think of it as coding the backend of your business to support infinite scalability without crashing.4. Delegate and Trust (Without Micromanaging)Scaling a SaaS company means moving from doing everything to enabling others to do it better. Delegation isn't just about handing off tasks—it's about empowering your team to make decisions and own their results.5. Celebrate Small Wins, Not Just Big LaunchesIn SaaS, the journey is often long and iterative. Recognizing small milestones—whether it's a new feature launch, a customer testimonial, or a team member's growth—keeps morale high and momentum alive.Guest Resourcesacacia.jz@gmail.comhttps://operationsgenius.net/https://www.linkedin.com/in/zhang-joannahttps://www.instagram.com/entrepreneursoulmateEpisode SponsorSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite -

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I've developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I've taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK! Essentially, there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love. Over the next 6 weeks together we're going to dive into each of these 6 levels. There are: Define, Create, Attract, Systematize, Scale, and Lead. Each week we'll walk through the layer, and what's involved, I'll give you a roadmap to build out that level. In today's episode, I describe each of the 6 levels of the System to Scale Framework™ and we'll dive right into the first level… DEFINE. Throughout this series, I'm throwing a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business. ------------LINKS FROM THIS EPISODE:Join the Systems to Scale Group Coaching & Mastermind HERE!Episode #8: Elevate your Elevator Pitch & Worksheet - Here!Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here! Scale 2 The Top with Dr. Lyman Montgomery Welcome to Scale 2 the Top," the essential podcast for business leaders and HR...Listen on: Apple Podcasts SpotifyJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

This is such a jam-packed episode! Shaelen is a wealth of information around group practice building, and handling entrepreneurship as a boss. She's a mom and multi-business owner, international speaker, and runs her DBT group practice in New Jersey. On today's episode, we cover: Shaelene's story of starting a group practice with 7 clinicians, watching profits go down, and fixing the struggles the business was enduring. The 4 pillars she leaned on to increase profits, make sure everyone was in the ‘right seats' and get clear on her vision. What an Entrepreneur Operation System (EOS) is and how it's implemented into group practice. Connect with Shaelen here:  Grouppracticescale.com Shaelene's instagram Learn about getting trained in DBT Resources from the show: Download the Free SEO Guide for Beginners Here Leave a voice note for Danielle just saying hi or asking a question that she can feature on a future episode:https://www.speakpipe.com/EntrepreneurialTherapist Send me a DM on Insta and let me know what you think of the show! Sponsors for today's show Need an EHR that provides human customer services, low credit card processing fees, and an easy online portal for your clients to use? Check out Jane, the EHR me and my group practice use. Use the code work AMBITION at check out to get one month free.  If building a hybrid practice is on your heart this year, check out Alma. They take the back-end work off your plate so you can focus on your clients and filling your practice.

Welcome to another insightful episode of SaaS Fuel, where we dive deep into the essential strategies for scaling SaaS businesses with actionable insights from industry experts. In today's episode, we engage in a compelling conversation with Bradley Hamner, founder of Blueprint OS, focusing on intentional process design and the crucial role of organization in achieving business success. Bradley shares his journey from "Rainmaker" to "Architect," emphasizing the importance of an effective and accessible operating system that goes beyond traditional "binders on bookshelves." Together, we explore the delicate balance between entrepreneurial freedom and necessary business structure, drawing from Bradley's transformative experiences and the Blueprint OS framework. Whether you're a visionary or an integrator, tune in to discover how to leverage structured operations for sustainable growth and profitability while freeing yourself from the burnout of fragmented processes. We promise you'll leave this episode inspired to elevate your business to new heights!Key Takeaways00:00 Transition from micromanaging to team delegation.06:09 Transforming engagement with AI and expert insights.07:48 Father's farming taught hard work by example.10:27 Burnout occurred in mid-2015, redefining success.14:07 Considered leaving entrepreneurship for corporate benefits.17:56 Documenting business operations changed everything for him.22:27 Blueprint OS: Architect business; surpass $1M revenue.26:56 Common language prevents confusion in communication.29:19 30 implementation calls, 2 retreats, training systems.30:42 Book offers strategies for business growth and dominance.35:36 Finding things is like organizing laundry piles.39:34 Effective organization improves team efficiency and results.41:31 Ensure proper file organization for efficiency.45:39 Dustin consistently implements shared ideas daily.49:14 Preferring Dent Global's approach to big ideas.50:55 Starter kit includes assets, videos, and templates.Tweetable Quotes"The Sacrifices of Farming": "Whenever there's a storm coming in and you gotta get crops out of the field, you do whatever it takes. If it's 4 in the morning, 5 in the morning, 3 in the morning, it just is what it is." - Bradley Hamner 00:08:37The Struggle Between Safety and Ambition: "The problem was is that I I guess, internally had such a ego that I just couldn't accept that I was basically gonna be signaling failure." - Bradley Hamner 00:14:29"Transitioning from Rainmaker to Architect": "The most important thing is that I transition from being the rainmaker to the architect of my business." - Bradley Hamner 00:20:46Embracing Influence and Architecture in Business: "I prefer their approach to it about becoming or being the key person of influence. That's not it's it's not different or an exception to what I'm talking about about becoming the architect of of your business." - Bradley Hamner 00:49:42SaaS Leadership Lessons1. Effective Organization Over DocumentationBoth Jeff Mains and Bradley Hamner emphasize that having documented processes (like binders on bookshelves) isn't...

In some of our favorite movies, we love watching underdogs guided by a wise mentor who helps them rise to the challenge. These mentors all share one key trait—they believe their mentees can go further than they ever imagined and hold them to high standards throughout their journey. In the same way, setting high expectations in the classroom can unlock students' potential, helping them achieve more than they ever thought possible.In this episode, Dr. Jennifer Chevalier, Director of Funding at FranklinCovey Education, and Kim Yaris, M.Ed., Content Creator and Researcher at FranklinCovey Education, explore how high expectations can transform learning. They start by sharing personal stories of teachers who pushed them to reach new heights, showing the power of belief and encouragement. Next, they define what high expectations look like in practice, discuss the common challenges teachers face in setting these goals, and offer practical strategies to overcome those barriers. This episode is packed with valuable insights that will help your students grow and succeed in ways they never expected.https://resources.franklincovey.com/c/systematize_high_expectations?x=OPvTUiDon't forget to like and subscribe, and turn on those bell notifications so you don't miss our next episode!Starring: Kim Yaris, M.Ed, Content Creator/Researcher at FranklinCovey Education Dr. Jennifer Chevalier, Director of Funding at FranklinCovey EducationTime stamps: (00:00 - 00:35) Introduction(00:36 - 07:20) Stories of Empowerment(07:21 - 10:14) High Expectations(10:15 - 13:52) Barriers We Hit(13:53 - 16:50) Language Matching Beliefs(16:51 - 18:46) Perpetuating Biases(18:47 - 20:06) Overcoming Barriers(20:07 - 20:32) Closing

In this episode Tommy Mello shares the incredible journey behind building his $600M garage door empire, revealing key business growth and leadership secrets along the way. Tune in as Tommy talks about the importance of leadership, mentorship, and having a big vision, along with practical advice for entrepreneurs looking to break through their self-limiting beliefs. Don't miss this incredible story of grit, growth, and generosity. Subscribe now and never miss another story of transformation and business success! What' you'll hear in this episode: 00:00:00 - Introduction & Welcoming Tommy Mello 00:01:20 - Tommy's Background: Growing Up in Detroit 00:04:30 - Moving to Phoenix and Early Business Ventures 00:08:15 - The Start of A1 Garage Door Services 00:11:45 - Navigating Early Challenges and Partnerships 00:17:10 - Breaking Through: Learning to Scale and Systematize 00:21:00 - Key Mentors and the Role of Al Levy 00:24:50 - The $100 Million Vision: A Turning Point for A1 00:30:05 - The Power of People and Building a Winning Team 00:34:15 - The Importance of Branding and Marketing 00:38:20 - Advice for Entrepreneurs: Dream Bigger and Stay Focused 00:42:10 - Final Thoughts and Closing Remarks 

In this episode Tommy Mello shares the incredible journey behind building his $600M garage door empire, revealing key business growth and leadership secrets along the way. Tune in as Tommy talks about the importance of leadership, mentorship, and having a big vision, along with practical advice for entrepreneurs looking to break through their self-limiting beliefs. Don't miss this incredible story of grit, growth, and generosity. Subscribe now and never miss another story of transformation and business success! What' you'll hear in this episode: 00:00:00 - Introduction & Welcoming Tommy Mello 00:01:20 - Tommy's Background: Growing Up in Detroit 00:04:30 - Moving to Phoenix and Early Business Ventures 00:08:15 - The Start of A1 Garage Door Services 00:11:45 - Navigating Early Challenges and Partnerships 00:17:10 - Breaking Through: Learning to Scale and Systematize 00:21:00 - Key Mentors and the Role of Al Levy 00:24:50 - The $100 Million Vision: A Turning Point for A1 00:30:05 - The Power of People and Building a Winning Team 00:34:15 - The Importance of Branding and Marketing 00:38:20 - Advice for Entrepreneurs: Dream Bigger and Stay Focused 00:42:10 - Final Thoughts and Closing Remarks 

In this episode of "Women in B2B Marketing," host Jane Serra interviews Sarah Noel Black, a marketing consultant and host of the "Tiny Marketing Podcast." Sarah shares her journey from managing marketing for seven brands solo to developing her "streamline, systematize, automate, outsource" framework. She discusses overcoming fears of hiring virtual assistants, the importance of strategic planning, and engaging stakeholders. Sarah emphasizes focusing on key marketing channels, leveraging customer insights, and the growing trend of micro offers. The episode provides actionable strategies for marketing professionals to enhance efficiency and drive business growth.Sarah and Jane discuss:Sarah's journey into marketing and experiences as a solo marketer for multiple brands.Development of a marketing framework: Streamline Systematize Automate Outsource.Importance of strategic planning and stakeholder engagement in marketing.Concept and implementation of gateway offers to build client trust.Overcoming challenges and pushback in adopting new marketing strategies.Significance of personalization in marketing approaches.Managing multiple brands and the challenges of diverse stakeholder needs.Setting boundaries to streamline communication and manage expectations.Utilizing technology and automation to enhance marketing efficiency.Trends in marketing, including the shift towards micro offers and personal branding.Key Links:Guest: Sarah Noel Block: https://www.linkedin.com/in/sarahnoelblock/Host: Jane Serra: https://www.linkedin.com/in/janeserra/

Helen Wolf, Senior Director, Global Consumer Experience Insights at Colgate-Palmolive discusses how insights leaders have to zoom out for the big picture and zoom in for the detail that powers it, how to guide innovation by following the sun and shares why she believes joining multiple sources of learning is the skill that will differentiate insights professionals.

Episode SummaryI share how you can systematize your healthy habits and automate your best self..Episode Show Notesjeffsanders.com/549a.Go Premium!Exclusive bonus episodes, 100% ad-free, full back catalog, and more!Free 7-Day Trial of 5 AM Miracle Premium.Perks from Our SponsorsSee current deals from sponsors of The 5 AM Miracle.Learn More About The 5 AM MiracleThe 5 AM Miracle Podcast.Free Productivity Resources + Email Updates!Join The 5 AM Club!.The 5 AM Miracle BookAudiobook, Paperback, and Kindle.Connect on Social MediaFacebook Group • Instagram • LinkedIn • Twitter.About Jeff SandersRead Jeff's Bio.Questions?Contact Jeff.© 5 AM Miracle Media, LLC.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If your business falls apart when you're out sick, on vacation, or just taking a weekend off, then you don't actually have a business...you have a job.When you're starting out, everything's on you. But once you're pulling in more revenue, it's time to step back and let your systems do the heavy lifting. So today, we're diving into the exact process I use to document and automate everything in my businesses...from nine-figure real estate portfolios to seven-figure media brands. Let's get you out of the weeds and scaling your business like a pro.LEAVE A REVIEW if you liked this episode!! Let's Connect On Social Media! youtube.com/anthonyvicino twitter.com/anthonyvicino instagram.com/theanthonyvicino https://anthonyvicino.com Join an exclusive community of peak performers at Beyond the Apex University learning how to build a business, invest in real estate, and develop hyperfocus. www.beyondtheapex.com Learn More About Investing With Anthony Invictus Capital: www.invictusmultifamily.com Multifamily Investing Made Simple Podcast Passive Investing Made Simple Book: www.thepassiveinvestingbook.com

7 years in real estate. Opened my own independent brokerage in year 5. I started with 3 agents and I'm up to 25. Personally sold over 500 homes. [PARTNER WITH US] Get instant 1-on-1 access to over 26 of the top agents in the country to help scale your business.

Episode 203 of The Smart Agents Podcast features Jess Lenouvel, Founder of The Listings Lab. Following her 15-year real estate career, Jess launched The Listings Lab and has helped countless real estate professionals scale their businesses to the ones they've always dreamed of. Throughout our conversation, Jess emphasizes the importance of treating real estate as a business from day one and allocating resources strategically. She highlights the power of social media and email marketing in attracting and nurturing an audience. Jess also discusses the key steps to scaling a real estate business, including systematizing operations and hiring the right team members. Key Takeaways: Treat real estate as a business from day one and allocate resources strategically. Focus on social media and email marketing to attract and engage an audience. Systematize operations and hire the right team members to scale a real estate business. Get your copy of More Money, Less Hustle: Becoming The 7-Figure Real Estate Agent at: https://a.co/d/5GfRjrB Check out The Listings Lab at: https://www.thelistingslab.com/ Follow on

Ready to go from chaos to control in your empire? Call/Text Jason now at +19179832150 Get the Ops Nerd Newsletter for insider tips and tricks for hospitality operators in three minutes a week or less. https://opsnerd.com Jason Littrell is a Hospitality Management Consultant serving ambitious hospitality brands with high impact systems since 2009. *** In this video, seasoned hospitality management consultant Jason Littrell shares insights on building a dynamic HR system for bars and restaurants. Covering topics like the importance of staff recruitment, engagement strategies, and the value of ongoing training. Stay tuned for expert advice on automating processes, fostering a positive company culture, and ensuring long-term employee success. 00:00 Talent acquisition and culture are critical. 03:15 Developing job application process to attract top talent. 06:48 Systematize, document, and record staff interactions transparently. Viral Marketing Insight: "The product of the product is like the way you feel when you buy it. And then the product of the product or the product is the person that you become or the identity that you adopt by purchasing that product." — Jason Littrell [00:00:07 → 00:00:48] **Solving the Root of Problems in Business**: "What I'm building today is the solution to the problem of the problem of the problem." — Jason Littrell [00:01:01 → 00:01:04] The Flywheel Effect in Recruitment: "You don't have to recruit as hard anymore. There are not going to churn out. They're not gonna piss off Systems. And they're they're gonna tell their friends what a great place to work it is. So you don't have to look for people so hard. So it creates this kind of flywheel effect." — Jason Littrell [00:01:41 → 00:01:54] **The Importance of Workplace Culture**: "Culture matters. And, and if you are not, big enough to have an a full time HR person that that, that manages this stuff for you then, to do it manually, then you need processes and automations." — Jason Littrell [00:02:25 → 00:02:38] **Finding Top Talent in Today's Job Market:** "So, like, somebody comes into the bar restaurant and says says they're looking for a job, which is becoming rarer and rarer, by the way, then what do you do at that point?" — Jason Littrell [00:03:15 → 00:03:22] **Successful Employee Onboarding:** "And so then there's the actual event where you kind of reinforce the values that you've portrayed in the, in the in the onboarding sequence or in the, in the, nurture sequence leading up to the to the recruiting event." — Jason Littrell [00:04:50 → 00:05:02] **The Importance of Rigorous Pre-Management Training**: "Because if you invest early into this kind of training, the dividends pay off for years." — Jason Littrell [00:06:26 → 00:06:31] Success is a Process, Not an Event: "Success, winning, profitability. It's not an event. It's a process." — Jason Littrell [00:07:31 → 00:07:35] Jason Littrell, hospitality consultant, NYC, Kinetic Management Systems, bar marketing, staff engagement, brand sales, advisor, fractional cmo, fractional cto, management expert, innovative solutions, independent spirits, hospitality brands, dynamic solutions. How to improve staff retention in my restaurant? How to create a successful recruiting event for my hospitality business? How to engage and train potential employees effectively? How to automate processes in staff management for a bar or restaurant? How to build a strong company culture in the hospitality industry? How to implement a rigorous pre-management process for employees? How to document interactions and automate tasks in staff management? How to create a successful onboarding program for new staff members? How to ensure compliance with legal HR requirements in hiring processes? How to scale staff management systems for multiple restaurants effectively?

Send us a Text Message.In this episode, Brian Montes discusses the importance of creating a sales system for business growth. He emphasizes that hiring salespeople is not always the best solution and instead recommends focusing on developing a strategic sales system. He outlines seven steps to create a scalable sales system, including identifying the target customer, defining the value proposition, developing lead generation strategies, mapping out the sales process, measuring and improving the system, systematizing the methods, and training and improving the sales team.Episode Takeaways:1. Instead of hiring salespeople, create a strategic sales system that targets your specific ideal customer and positions your product or service correctly.2. Identify your target customer by understanding their demographics, psychographics, and buying motivators.3. Differentiate your market position and create value to avoid competing solely on price.4. Develop lead generation strategies that align with your target customer's needs and leverage your content and assets.5. Map out a structured sales process that builds trust and understands the customer's needs.6. Measure and improve the sales system by tracking numbers, experimenting, and making data-driven decisions.7. Systematize the processes by standardizing and systemizing them, balancing rigidity with innovation.8. Train and improve the sales team by identifying key roles, skills, and experience requirements and using the data from the sales system to make smarter hires.Need more information about lead generation? Listen to this episode of the Entrepreneur to Employer podcast - https://www.buzzsprout.com/2066194/15135664-the-best-way-to-generate-leads-for-your-business-business-growth-tips.mp3?download=trueWant to work with me? Email me at brian@scaleocityworks.comAs a business coach, I see 6 critical mistakes that founders and business owners make. If you nod in agonized agreement to the points below, you're in a prison cell that many entrepreneurs the world over find themselves in: Working endless hours without scaling new heights... Working harder to make even less... Lying awake, agonizing about your superior competitors... Spending more time doused in frustration than sipping the champagne of success... Always on the hunt for fresh strategies and new customers... Drowning in staff issues when you'd rather focus on business growth… To help you overcome these 6 critical mistakes, I have written the Six Silver Bullets e-book to guide you through the process. Implementing these Six Silver Bullets are Six Surprisingly Simple and Effective Strategies Smart Entrepreneurs Use to Gain Control of Their Time, Team, and Money and Grow Their Business Profits Fast!This eBook isn't just another business manual. It's your ticket to scaling peaks you've only dreamt of. Implementing these strategies isn't optional—it's a must.Download your FREE copy today! https://hub.scaleocityworks.com/ebook

Mike has 20 years in direct sales, training over 5,000 reps, and generating $20M in productsales. He's the author of 9 self-help books and founder of a charity providing 100,000+ meals to the homeless.Mike has grown his multiple businesses and nonprofit to operate without him, achieving the "Time Rich" lifestyle.Mike also hosts "The Better Than Rich Show" podcast and leads the community Automate, Delegate, Systemize. Highlight Bullets> Here's a glimpse of what you would learn…. Mike Abramowitz's journey in direct salesExperience in the NICU with his sonSystematizing and delegating businessesTransition to virtual operationsImpact of NICU experience on businessCreating communication guidelines and implementing technologyPromoting from within and creating a structured organization chartChallenges business owners face when deciding who to hire firstBenefits of outsourcing tasks related to social media management, warm outreach, and marketingImportance of using a test project in the hiring processIn this episode of the Ecomm Breakthrough podcast, host Josh Hadley interviews Mike Abramowitz, the founder of Better Than Rich. Mike shares his personal and professional journey, including the challenge of managing his business while his son was in the NICU for 8.5 months. He discusses how he systematized and delegated his business to ensure its smooth operation, which allowed him to take time off without impacting sales. Mike also provides insights on strategic hiring, the importance of delegation, and the use of productivity tools like AI. He emphasizes the value of test projects in the hiring process and recommends resources for further learning.Here are the 3 action items that Josh identified from this episode:Action Item #1: Systematize and Delegate: Identify areas in your business where you are the bottleneck and start the process of systematizing tasks and delegating responsibilities. Action Item #2: Prioritize Delegation and Hiring: Assess your business infrastructure to determine which roles can be offloaded. Action Item #3: Utilize Outsourcing and Virtual Assistants: Outsource tasks that can be systematized, such as social media management and marketing. Leverage platforms like Fiverr, Upwork, or Better Than VA for administrative and management-level staff. Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comRich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by  Robert T. Kiyosaki Buy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your Empire by Dan MartelIndeed.comCanvaChatGPTCalendlyOpus ProFiverrUpworkRyan Moran of capitalism.comBetterThanRich.com / 90 day Delegation PlanSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorThis episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started my business in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then email me at josh@ecommbreakthrough.com and in your subject line say “strategy audit” for the chance to win a $10,000 comprehensive business strategy audit at no cost!Transcript AreaJosh (00:00:00) - Welcome to the Ecomm Breakthrough Podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Michael Gerber, author of The E-myth, and Matt Clark from ASM. Today I'm speaking with Mike Abramowitz. He is one of the founders of Better Than Rich. And today we're going to be talking about a really challenging experience that he had where he navigated 8.5 months, where he was in the NICU with one of his sons, and he had to make sure his business ran without him. It put his back up against the wall, and he learned a lot from that experience. And he is going to show you how to systematize and delegate your business so that it can run on autopilot. This episode is brought to you by Ecomm Breakthrough Consulting, where I help seven figure companies grow to eight figures and beyond. Listen, Mike, I started my business back in 2015 and I grew it to an eight-figure brand in seven years, but I made a lot of mistakes along the way.Josh (00:00:44) - That made the path of getting to eight figures take a lot longer than it needed to. I made a lot of bad hiring decisions. I had to take money from my own personal account in order to fund payroll. Because of cash flow issues. I was str...

Today, we're diving into why sales is a transformative skill, especially for women. We'll discuss the importance of confidence and independence through sales and cover how sales play a crucial role in personal and professional empowerment.Guest Introduction:Our guest today is Ro Shah. Ro helps Money Coaches, Bookkeepers, and Accountants make sales and grow their businesses by learning sales strategies to book out. As an agency owner who has managed teams of 10+, she understands the value of growing fast and keeping your sanity at the same time. Her focus is on sales strategies and automated sales systems.Systematize for Sales Success - Key Takeaways:Sales are essential for personal freedom and professional success.Systems and automated sales can help you maintain your sanity while scaling your business.Overcoming the stigma of sales and embracing it as a vital skill is crucial.Automated Sales vs. Systems:Systems involve standard operating procedures for hiring, firing, and client management.Automated sales utilize technology like ManyChat and Kajabi to streamline sales processes.Importance of Systems:Systems ensure consistency and efficiency in business operations.They prevent the chaos of rethinking processes with each client change.Embracing Sales:Sales skills provide confidence and independence.Sales can empower you to leave undesirable situations.Whether you're an entrepreneur or in a 9-to-5 job, sales skills are essential.Personal Journey:Ro shared her experience with microaggressions in the workplace, leading to her realization of the need for financial independence.She had a pivotal moment of female rage that led to the start of her business.Ro's mission is to empower more women entrepreneurs to reach the top of their industries.Coaching Services:Ro transitioned from running an agency to coaching.She focuses on helping clients scale beyond their initial success.She addresses the coaching industry's influx of inexperienced coaches.Overcoming Obstacles in Scaling:We cover common issues including hiring and reaching a plateau.Solutions involve hiring or automating to manage workload and scale your business.It's important to identify bottlenecks and address them.Key Quotes:"Sales is so life-changing; people think it's icky, but I've been able to do so much more as a person because I have the confidence that I can sell.""As a woman, it's the best skill you could have. You never have to be in any situation you don't want to be in.""Female rage is so important because when you get really mad, you are going to be most susceptible to change."Resources Mentioned:Subscribe to Ro's youtube.com/@theroshahFollow Ro on instagram.com/theroshahGet the free email challenge for sales automation on Ro's website: https://theroshah.com/Join my upcoming free LIVE masterclass, The High-Ticket Hit List here: https://www.lindseyanderson.liveConclusion:Remember the transformative power of sales and systems. Embrace sales and implement efficient systems in your business. Hiring and automation are key to scaling. Empower yourself to take control of your financial future through sales.

“​​In all aspects of your work and your business, you have systems. Why is networking, which is just as important as any one of those singular things, not managed with such ferocity?”Kurt Schmidt is an agency founder, podcast host, author, and agency coach with 25 years of experience growing agencies from just a few people to over 500 employees and tens of millions in revenue. He started his career as a designer and developer before catching the entrepreneurial bug and becoming a "pirate" as he puts it.In this value-packed episode of Agency Journey, Kurt shares his hard-earned wisdom on business development, networking, and delivering client results. He emphasizes the importance of taking a problems-first approach rather than just showcasing capabilities.Kurt is also the author of “The Little Book of Networking”, and in this conversation he explains the system he uses to consistently provide value to his network and build community.Whether you're looking to jumpstart your agency's growth or build a thriving professional network, this episode is a must-listen.Episode Insights:

Everyone predicts that the number of licensed real estate professionals will decline. Why?  Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. IMPORTANT: Join #1 Real Estate Coaches Tim and Julie Harris's Premier Coaching now for FREE. Included is a DAILY Coaching Session with a HARRIS Certified Coach. Proven and tested lead generation, systems, and scripts designed for this market. Instant FREE Access Now: YES, Enroll Me NOW In Premier Coaching https://premiercoaching.com -The commission lawsuits will separate the skilled from the unskilled since the buyer side of the transaction now requires a presentation, objection handling, and a signed agreement. -Higher mortgage rates are causing some buyers to put the purchase on the back burner. -Inventory is improving but still scarce in certain areas. -Inflation continues to drive prices up. HUGE Announcement: You will love this! Looking for the full outline from today's presentation? Our DAILY Newsletter featured lead generation systems, real estate scripts, daily success plans and (YES) the notes or today's show. Best part? The newsletter is free! https://harrisrealestatedaily.com/ All these facts are true, but it's also true that you have a real estate license and you need to earn a living.  So, let's pivot to see why you can still survive and thrive.  We'll look at some facts and some immediate action steps to take. Facts: -Demand is still very high, with nearly 3 offers for every closed transaction last month. Home prices continue to climb. This means the market is not crashing like people thought it would with higher rates, and homeowners' home equity is increasing daily. REAL ESTATE LEADS, LEADS and more LEADS: Question: What is Tim and Julie Harris's favorite PROBATE LEAD PROVIDER? Simple, alltheleads.com/harris -Demographics and household formation are on your side.  27% of recent closings were millennials who were NOT breaking up with low-interest-rate mortgages. What should you do now to ensure your survival and thrive? Will you still be in business next year, or will you be real estate road kill?  1.     Get and follow an actual business plan immediately. Premier Coaching includes the Real Estate Treasure Map, Survival Plan, and 90-Day Massive Action Plan. You will have specific goals, an actual schedule, and a lead generation plan to follow. Commit to following your plan versus waiting, speculating, or hoping for your next deals to happen. Ready to become an EXPIRED Listing Agent? As promised, here is the discount link for the EXPIRED LISTING LEADS: https://www.redx.com/affiliate/tim-and-julie-harris/ 2.     Stop spending money on things that don't work or that you think might work someday. You're gambling on your success when you depend on someone or something else to give you business. Do more of what is working, starting today. 3.     Speak to 100% of your database before the end of the year.  At least 5 contacts per day on work days, but more is better.  Use your F-O-R-D script and ask whom they know who could use your help buying or selling real estate.  Offer a free comparative market analysis.   4.     Systematize your open house system and have effective opens every weekend that's not a holiday weekend between now and the end of the quarter.  Follow up immediately with all prospects.  Wayne Gretzky famously said that he skates to where the puck will be.  Be where the buyers are in today's market. Everyone is starved for inventory. Buyers go to open houses in the neighborhood they want to live in.  Go where the buyers are! 5.     Spend more time speaking to prospects about real estate than you do doom-scrolling for details about the commission lawsuits and other things you have no control over.

I've been a full-time realtor since 1988. I started when I was 19 years old. By the time I was 25 I was selling 60 homes a year since and I've sold about 3000 houses. I had my own brokerage for 21 years with my wife. I currently have a small team of three, and we sell over 100 homes a year Topic 1: Social proof and 700 5-star reviews•        Get everyone you know into your database, become their center of the world•        Systematize your process•        Building them up•        Zillow•        The last mile problem

This encore episode was the most popular episode of 2023-- so I'm excited to share it again at the beginning of the New Year. Listen in to learn about how to reflect on what to Stop, Steady, Systematize, and Start in 2024. Find full show notes at livefreecreative.co/podcast Follow Miranda on Instagram @livefreemiranda and the show at @practically.happy.podcast Get one-on-one coaching with Miranda RIGHT HERE Pick up a copy of MY BOOK Learn more about your ad choices. Visit megaphone.fm/adchoices