Podcasts about trusted advisors

Great real estate agents help clients see the bigger picture.In this episode of Life at Ten Tenths, Matt and Garrett are joined by special guest Kim Costa for a thoughtful conversation about what it truly means to level up as a trusted advisor—and how helping clients find home alignment leads to better decisions, stronger relationships, and fewer regrets down the road.Drawing from Kim's experience working closely with clients at major life transition points, this conversation reframes the agent's role from transactional guide to thoughtful partner. Together, they explore how lifestyle, season of life, values, and long-term vision all play a role in whether a home genuinely supports the people living in it.Rather than rushing to solutions, this episode highlights the importance of asking better questions, slowing the process down when needed, and helping clients gain clarity before making one of the biggest decisions of their lives.In this episode, we discuss:What it means to operate as a true trusted advisorWhy alignment matters more than features or finishesHow misalignment leads to regret—even in “great” homesThe questions that help clients think more clearly about their next moveHow agents can elevate their value by guiding life-first decisionsWhy trust grows when agents prioritize clarity over speedThis episode is for agents who want to move beyond transactions and build deeper, more meaningful relationships—while helping clients choose homes that genuinely support the way they want to live.

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Viele IT-Dienstleister agieren heute eher wie verlängerte Forschungseinrichtungen statt wie marktfähige Unternehmen. In dieser Folge reagieren wir auf euer kontroverses Feedback zur IT-Innovation in der öffentlichen Verwaltung. Wir diskutieren hart in der Sache, warum echtes Unternehmertum bedeutet, Risiken selbst zu tragen und Gewinne so zu erwirtschaften, dass Investitionen aus eigener Kraft möglich werden.Johannes und Eric reflektieren hierbei ihre Erfahrungen aus dem Aufbau der Trusted Advisor Ausbildung und nehmen Bezug auf Experten-Insights zur IT-Infrastruktur in Behörden. Wenn ihr bisher dachtet, dass Innovation im öffentlichen Sektor nur durch Subventionen.Wir gehen tief in folgende Themen:Warum eine Marge unter 10 % langfristig eure Innovationskraft zerstört.Wie ihr mit Leuchtturmkunden baut, die eure Lösung sofort validieren.Die Gefahr der „Forschungs-Perversion“ durch dauerhafte staatliche Förderung.Strategien, um verkrustete Einkaufsprozesse in Behörden durch echte Expertise aufzubrechen.Warum der Kundennutzen immer vor dem wirtschaftlichen Überleben stehen muss.Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

KI-Strategieberater Launch Spezial: Alle 7 Folgen kompakt für dein Business   In dieser Sonderedition bekommst du die komplette KI-Strategieberater-Serie gebündelt in einer einzigen Episode. Sieben Folgen, ein klarer roter Faden und ein Ziel: Dich vom KI-Interessierten oder Anwender hin zu einem strategisch denkenden KI-Experten zu entwickeln. Statt einzelner Impulse erhältst du hier das Gesamtbild – vom Mindset über operative Umsetzung und taktische Klarheit bis hin zu strategischer Positionierung und tragfähigen Geschäftsmodellen.   Torsten Körting auf LinkedIn: LinkedIn - https://www.linkedin.com/in/torstenkoerting/   KI ist kein Trend – sondern dein neuer Bezugsrahmen Der Ausgangspunkt der Serie ist klar: KI ist kein Hype mehr. Sie ist Realität. Wer heute noch diskutiert, ob sich das Thema durchsetzt, verliert wertvolle Zeit. Die eigentliche Frage lautet: Wie bewusst nutzt du KI für dein Business? Es geht nicht um Tool-Sammlungen oder Spielereien. Es geht um Wirkung. KI verändert nicht nur deine Effizienz, sondern deine Rolle im Markt. Wenn du sie richtig einsetzt, verschiebst du deinen Fokus – weg vom reinen Ausführen, hin zum Gestalten, Steuern und Entscheiden. Genau hier beginnt unternehmerische Relevanz. Vom Anwender zum Trusted Advisor Viele starten mit KI aus Neugier. Sie testen Tools, automatisieren erste Prozesse und freuen sich über Zeitersparnis. Doch damit bleibst du auf der Anwender-Ebene. Der entscheidende Schritt ist die Weiterentwicklung deiner Positionierung. Die Serie zeigt dir, wie du dich vom KI-User zum Trusted Advisor entwickelst. Das bedeutet: Du verstehst nicht nur einzelne Anwendungen, sondern erkennst Zusammenhänge. Du kombinierst operative Umsetzung mit taktischer Auswahl und strategischer Ausrichtung. So wirst du zum Sparringspartner auf Augenhöhe – für Kunden, Teams oder ganze Organisationen. Operativ, taktisch, strategisch: Das 3-Ebenen-Modell Ein zentrales Element dieser Reihe ist das Zusammenspiel von drei Ebenen: Operativ bedeutet: KI konkret einsetzen. Prozesse automatisieren, Inhalte erstellen, Daten analysieren, Workflows verbessern. Hier entsteht unmittelbare Produktivität. Taktisch heißt: Die richtigen Dinge auswählen. Welche Use Cases zahlen wirklich auf dein Ziel ein? Wo entsteht Substanz – und wo nur Beschäftigung? Strategisch geht noch weiter. Hier definierst du Richtung, Positionierung und Geschäftsmodell. Du verbindest KI mit deinem Markt, deinen Kunden und deinem langfristigen Anspruch. Genau auf dieser Ebene entsteht nachhaltiger Wettbewerbsvorteil. Erst wenn alle drei Ebenen zusammenspielen, wird KI vom Tool zur echten Wertschöpfungsbasis. Veritable Geschäftsmodelle mit KI entwickeln Am Ende läuft alles auf eine Frage hinaus: Womit verdienst du morgen dein Geld? Die Sonderedition führt dich durch die komplette Entwicklung – vom Verständnis der Technologie bis zur konkreten Monetarisierung. Du erkennst, wie du KI nicht nur zur Effizienzsteigerung nutzt, sondern als Fundament für neue Angebote, Beratungsansätze oder skalierbare Modelle. Ob als Architekt, Stratege oder Facilitator – entscheidend ist, dass du KI in ein tragfähiges Geschäftsmodell übersetzt. Genau darin liegt die Chance dieser Zeit. Diese Spezialfolge gibt dir das Gesamtbild der KI-Strategieberater-Serie in komprimierter Form. Wenn du bereit bist, deine Rolle neu zu definieren und KI strategisch in dein Business zu integrieren, findest du hier die Struktur und Klarheit, die du dafür brauchst.     Noch mehr von den Koertings ...  Das KI-Café ... jede Woche Mittwoch (>350 Teilnehmer) von 08:30 bis 10:00 Uhr ... online via Zoom .. kostenlos und nicht umsonstJede Woche Mittwoch um 08:30 Uhr öffnet das KI-Café seine Online-Pforten ... wir lösen KI-Anwendungsfälle live auf der Bühne ... moderieren Expertenpanel zu speziellen Themen (bspw. KI im Recruiting ... KI in der Qualitätssicherung ... KI im Projektmanagement ... und vieles mehr) ... ordnen die neuen Entwicklungen in der KI-Welt ein und geben einen Ausblick ... und laden Experten ein für spezielle Themen ... und gehen auch mal in die Tiefe und durchdringen bestimmte Bereiche ganz konkret ... alles für dein Weiterkommen. Melde dich kostenfrei an ... www.koerting-institute.com/ki-cafe/   Mit jedem Prompt ein WOW! ... für Selbstständige und Unternehmer Ein klarer Leitfaden für Unternehmer, Selbstständige und Entscheider, die Künstliche Intelligenz nicht nur verstehen, sondern wirksam einsetzen wollen. Dieses Buch zeigt dir, wie du relevante KI-Anwendungsfälle erkennst und die KI als echten Sparringspartner nutzt, um diese Realität werden zu lassen. Praxisnah, mit echten Beispielen und vollständig umsetzungsorientiert. Das Buch ist ein Geschenk, nur Versandkosten von 9,95 € fallen an. Perfekt für Anfänger und Fortgeschrittene, die mit KI ihr Potenzial ausschöpfen möchten. Das Buch in deinen Briefkasten ... https://koerting-institute.com/shop/buch-mit-jedem-prompt-ein-wow/   Die KI-Lounge ... unsere Community für den Einstieg in die KI (>2800 Mitglieder) Die KI-Lounge ist eine Community für alle, die mehr über generative KI erfahren und anwenden möchten. Mitglieder erhalten exklusive monatliche KI-Updates, Experten-Interviews, Vorträge des KI-Speaker-Slams, KI-Café-Aufzeichnungen und einen 3-stündigen ChatGPT-Kurs. Tausche dich mit über 2800 KI-Enthusiasten aus, stelle Fragen und starte durch. Initiiert von Torsten & Birgit Koerting, bietet die KI-Lounge Orientierung und Inspiration für den Einstieg in die KI-Revolution. Hier findet der Austausch statt ... www.koerting-institute.com/ki-lounge/   Starte mit uns in die 1:1 Zusammenarbeit Wenn du direkt mit uns arbeiten und KI in deinem Business integrieren möchtest, buche dir einen Termin für ein persönliches Gespräch. Gemeinsam finden wir Antworten auf deine Fragen und finden heraus, wie wir dich unterstützen können. Klicke hier, um einen Termin zu buchen und deine Fragen zu klären. Buche dir jetzt deinen Termin mit uns ... www.koerting-institute.com/termin/   Weitere Impulse im Netflix Stil ... Wenn du auf der Suche nach weiteren spannenden Impulsen für deine Selbstständigkeit bist, dann gehe jetzt auf unsere Impulseseite und lass die zahlreichen spannenden Impulse auf dich wirken. Inspiration pur ... www.koerting-institute.com/impulse/   Die Koertings auf die Ohren ... Wenn dir diese Podcastfolge gefallen hat, dann höre dir jetzt noch weitere informative und spannende Folgen an ... über 440 Folgen findest du hier ... www.koerting-institute.com/podcast/   Wir freuen uns darauf, dich auf deinem Weg zu begleiten!

Como se constrói um dos maiores escritórios de advocacia do Brasil e como se sobrevive às negociações de M&A mais complexas do mercado? No episódio 144 do podcast Direito de Resposta, Renato recebe a lendária Maria Cristina Cescon, sócia-fundadora do Cescon Barrieu. Com uma trajetória que atravessa décadas, desde o "batismo de fogo" nas grandes privatizações brasileiras até a consolidação de um escritório com mais de 500 pessoas, Cristina revela os bastidores das decisões que moldaram o mercado jurídico atual.Nesta conversa franca, exploramos:Os Bastidores do M&A: Por que não existe "operação fácil" e como lidar com reviravoltas no dia do fechamento (closing).Empreendedorismo Jurídico: O clique para sair de uma sociedade consolidada e fundar o próprio projeto.Cultura e Sucessão: O desafio de manter a identidade em uma estrutura de alta performance com quase 100 sócios.Mulheres na Liderança: Como ela se destacou em um ambiente majoritariamente masculino e transformou isso em vantagem estratégica.O Futuro da Advocacia: O impacto da Inteligência Artificial e a importância insubstituível do contato humano e da confiança (Trusted Advisor).Se você é advogado, estudante de direito ou empreendedor, este episódio é uma aula magna sobre estratégia, resiliência e a evolução do mercado transacional no Brasil.

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Wer als Chef nicht lernt, sich überflüssig zu machen, wird die gläserne Decke niemals durchbrechen. In dieser Folge räumt Dirk Röhrborn mit dem Vorurteil auf, dass Vertrauen nur ein nettes Beiprodukt guter Unternehmensführung ist. Er zeigt euch, warum dieses Asset die Grundlage für Geschwindigkeit und Stabilität ist, wenn ihr massiv skalieren wollt.Nach der Folge könnt ihr:Den Reifegrad eurer Führungskräfte an ihrer Fähigkeit zur Selbstoffenbarung messen.Echte Synergien in eurem Portfolio heben, indem ihr Räume für persönliche Begegnungen schafft.Euer Team gezielt darauf vorbereiten, im KI-Zeitalter mehr als nur technische Konfiguration anzubieten.Dirk Röhrborn spricht als CEO und Founder der Communardo Group aus der Praxis. Mit über 500 Mitarbeitern und sieben Zukäufen im letzten Jahr hat er bewiesen, wie man einen European Champion aus Sachsen heraus baut, ohne die kulturelle Identität zu verlieren. Er teilt offen seine Learnings aus dem IT-Consulting und der komplexen M&A Integration.Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

The Deal You Never Knew Existed. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX: https://theultimatepartner.com/experience/ In this deep dive, Jay McBain reveals the harsh reality of the “28 Moments” in a modern B2B buying journey, using a multi-million dollar SAP deal at AstraZeneca as a wake-up call for vendors. He explains how traditional marketing leads are failing in the “decade of the ecosystem,” where trusted partners like NTT and SoftwareOne are winning deals in “light blue” partnership moments months before a customer ever downloads an ebook. If you aren’t visible in the seven-layer stack or collaborating with the partners who hold the customer’s trust, you aren’t just losing the deal—you're losing the entire market. https://youtu.be/NO-P6X2dTAo?si=8e_sVesqvwaC0M-E Key Takeaways Most vendors lose major deals without ever knowing a transaction was even taking place. The average considered purchase involves 28 distinct moments of research and influence before a sale. Trusted partners often close the deal in the “middle moments” months before the money is actually spent. Traditional marketing leads (MQLs) are often too “flimsy” compared to deep partner-led relationships. Winning in the ecosystem requires being part of a “seven-layer stack” of integrated technology and services. Data-sharing platforms like Crossbeam and Workspan are now essential to seeing the “invisible” pipeline. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags: 28 Moments, Jay McBain, Ecosystem Strategy, AstraZeneca SAP Deal, Seven Layer Stack, B2B Buying Journey, Partner Ecosystem, NTT, SoftwareOne, Channel Strategy, Buyer Intent, Informa TechTarget, Collaborative Selling, Crossbeam, Partner Tap, Workspan, Marketplace Tracking, Co-selling, Tech Integration, Revenue Architecture, Pipeline Growth, Trusted Advisor, Digital Transformation, SAP Optimization, Microsoft AWS Competition. Transcript: [00:00:00] Jay McBain: So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. So you will have lost this deal without knowing there was a deal. [00:00:19] Vince Menzione: We’ve been talking 28 moments, but you have a slide. I thought we’d spend some time here because, you know, every conversation with you is about 28 moments, but you finally took the time to analyze one of your deals or one of the deals that was going on with one of your clients and come up with the 28 moments. [00:00:36] Vince Menzione: I thought we’d spend a little time here because this journey slide is a wake up call. Uh, it’s, it’s, it’s all around. Why, why we need to think about all of those. Points we need to think about communities and analysts and marketplaces and proof of concepts and architecture and everything else. I thought maybe you’d take us through this a little bit. [00:00:53] Vince Menzione: ’cause this was for a client, AstraZeneca, by the way. This was, uh, if you don’t know this, ICI Americas was the precursor of mm-hmm. AstraZeneca. It was the first SAP customer in North America. [00:01:03] Jay McBain: Nice. I did [00:01:04] Vince Menzione: not know that. That’s why Microsoft and SAP both headquartered. In that area, near nearby, that client. [00:01:10] Vince Menzione: That’s, uh, news, new news. [00:01:11] Jay McBain: And by the way, this is an SAP deal we’re looking at. Yeah. Uh, so two things here. One is that, um, while I was declaring the decade of the ecosystem, you know, spending time with you and Boca, in between that time we got acquired. Canals, which was Latin for channel, got acquired by oia, part of Informa TechTarget, part of this bigger informa company, which is a Fortune 100 company outta the uk. [00:01:32] Jay McBain: Fantastic. You know, we’re part of this massive organization that is really around buyer intent. How, you know, a tech target and, uh, running hundreds of magazines like Information Week and Computer Week that customers and partners read running hundreds of events, the biggest events on the planet. [00:01:49] Vince Menzione: Crazy [00:01:49] Jay McBain: in B2B, like Black Hat and all these things are run by [00:01:52] Vince Menzione: Yeah, [00:01:53] Jay McBain: informa. [00:01:53] Jay McBain: So it’s got this massive mountain of data. About the 28 moments. So when you start to think if you’re a CMO and you start to think about the early moments, you, you think about somebody reading an ebook or, um, going to a, a webinar or going onto a LinkedIn live just like this one. Yeah, going to a major event and getting a pair of socks from you. [00:02:13] Jay McBain: Um, but anything early in the journey. These are the m qls. These are the things that I need enough of them to be credible before I hand them over to my sales team. ’cause I don’t wanna be laughed out of the room. Hey, they read an ebook. They must, AstraZeneca must be buying millions of dollars of stuff. [00:02:27] Vince Menzione: Traditional marketing lead. [00:02:29] Jay McBain: Traditional marketing lead. So they’re a bit nervous about sharing that. And then later on, the sales motions, the demos and all the progression of the sales. This was the two decades before us, the decade of sales, decade of marketing. But the 28 moments, just to take a step back, if you haven’t heard, it is just a considered purchase. [00:02:46] Jay McBain: It’s about psychology, human psychology. When you go and buy a car, second most expensive thing that you will purchase you on average will go through 28 moments getting ready for that purchase. Some people go through two moments and they just drive to the Cadillac dealership to see Larry, who’s been selling Cadillacs to the family for 80 years. [00:03:04] Jay McBain: Yep. Some people spend 58 moments. That’s probably me. [00:03:07] Vince Menzione: That’s you, a, [00:03:08] Jay McBain: you know, going through all the depreciation, watching every YouTube video, you know, going to the end of the earth. But the average is 28. So you start to think about this, this is the same buying a car considered purchase, that you would buy a million dollars in software. [00:03:21] Jay McBain: From Microsoft or SAP. So when you look at these moments, you start to think, you know, how is you before you buy that car, downloading the invoice price, downloading this month’s backend rebates. Should I buy it in January? Should I buy it in February? All these decisions you make before you get to that dealership, you’re smarter than the salesperson, smarter than the sales manager. [00:03:39] Jay McBain: You know what 5,000 people bought the car for within 50 miles of you? I mean, you’re just so smart. You actually don’t need the dealership anymore. Just Carvana to me, hand me the keys. Exactly. But now in buying technology, hardware, software services, customers are getting this smart. And here’s all the moments they take to get this smart. [00:03:57] Jay McBain: But the thing we always had in mind in this decade of the ecosystem was the 96% there are trusted people. Yeah. Spending decades building that trust that come in in critical moments. They’re not marketing moments, they’re not sales moments. They are fully partnership moments. Yeah. And they’re on this slide in light blue. [00:04:15] Jay McBain: So if you were to look at this deal and, and somebody in marketing is finding these eBooks and webinars and they think there might be something, AWS got a direct hit on their website. So there’s something brewing at AstraZeneca. It, it might be in, it’s a big pharmaceutical company, so you’re probably spending millions of dollars if something’s brewing. [00:04:31] Jay McBain: Yep. But guess what? At the same time, in December on this six month journey. Partners come in with five different paid projects, consulting, advisory design projects, and in this case it was NTT software one, Yash and uh, ISV was there. Yep. But NTT won three different. Deals right at that critical stage. It wasn’t Accenture, it wasn’t Deloitte, NTT at this particular department of AstraZeneca had spent the decades building those relationships. [00:04:58] Jay McBain: So they were the one, and they won critical part of this. And so that’s when the deal is won. And it’s not at April when the money’s being spent. Yeah, it’s, it’s not in March when a couple more ISVs joined the mix, that seven layer stack that solves this particular problem, it was right there. So if you’re a vendor trying to get into that seven layer stack and you don’t have that relationship, or you don’t have the knowledge that NTT or software one is going in, this will have been a deal that would’ve never hit your pipeline and you’ll have no knowledge. [00:05:30] Jay McBain: So you will have lost this deal without knowing there was a deal, which makes up again, the majority of your tam. [00:05:34] Vince Menzione: Yeah. [00:05:35] Jay McBain: But what if I did have this agentic ability to see this deal coming, and I’m a cybersecurity company, I’m just competing for layer five of the deal, but I know that it’s all happening in December. [00:05:46] Jay McBain: So the two things that jump out on this particular slide is one, they don’t just show up in December. [00:05:51] Vince Menzione: Yeah, [00:05:51] Jay McBain: this went closed one in their Salesforce CRM in August, September, well, before the customer ever read an ebook. So now you’re not dealing with a flimsy MQL. You’re dealing with a couple of great, you know, top partner 1000 sized firms. [00:06:09] Jay McBain: One of them is a partner, 30 firm. [00:06:11] Vince Menzione: Exactly. [00:06:12] Jay McBain: That is absolutely going into and earning hundreds of thousands of dollars in services to guide the customer to a millions of dollars in purchase. And, and you can imagine in that boardroom. With A CMO saying, Hey, I got this stuff here. And the head of channels or partnerships saying, no, no, this is real. [00:06:32] Jay McBain: Here’s the names, faces, and places. Yeah. And here’s how it’s happening. And this is exactly, this is the Gantt chart, this is the show up, this is the project, this is the outcome. This is exactly how it’s playing out. Now if I could go back and the board and the C-suite should be asking us, well, how many more deals like this can you see? [00:06:50] Vince Menzione: Yeah. [00:06:51] Jay McBain: If our TAM is, you know, how many billions of dollars? Could you double our pipeline by seeing more of these middle moments? And if we got a couple of months to spend with these partners before they get in front of the customer, could they build more of our portfolio into the deal so we’re not just layer five, maybe we’re layer three and layer five. [00:07:10] Vince Menzione: This slide screams at me. Integr Tech integration Cha. A partner channel integration of tech, uh, whether it’s Crossbeam, whether it’s Partner Tap, whether it’s work span, or any of these other technologies, tackle any of these technologies that are tracking marketplace, that are tracking partner to partner, co-selling. [00:07:30] Vince Menzione: Getting the integration points. The only way to really understand the situation here, because this is a multinational company. Yeah. It’s being touched at all PO points around the globe. And to understand who’s calling who, who’s influencing who, and getting a real view, you know, a uber view of what that looks like is super important. [00:07:47] Jay McBain: It is. And you know, if I’m trying to sell like a cross beam or partner tab or work span or something into my executive team, I’m just showing them this slide. [00:07:54] Vince Menzione: Exactly. [00:07:54] Jay McBain: Would you like to know about this deal? Like you see, October is the start of the timeline here. Would you like to know about this deal in August, September? [00:08:00] Vince Menzione: Yep. [00:08:01] Jay McBain: Would you like to know about it automatically? Again, we’re not waiting for somebody, a human in a cubicle to go fill out a form. We’re not waiting for them to call somebody at our in, in a cubicle at our company. Yeah. We’re literally age genically sharing platforms, and so when this triggers that AstraZeneca and now triggers in our CRM system as well, our team on AstraZeneca gets notified and it gets notified in September before the 28 moments even starts. [00:08:27] Jay McBain: This, the power of this, of doubling, tripling your pipeline and then winning a bigger yield, a bigger percentage of that pipeline. This is the holy grail of our industry, and no one’s gonna get to a hundred percent. You’re not gonna have a hundred percent of your tam covered by your pipeline. No one’s gonna win a hundred percent of that. [00:08:43] Jay McBain: But again, we only have to be 10 or 20% better than our competitors and we need to start moving on this now. [00:08:50] Vince Menzione: So your imperative for the partners here, well everyone watching here today, I mean, this screams to me build your ecosystem strategy in such a strong and succinct way. What else would you say to them? [00:09:00] Jay McBain: I mean, the second thing that jumps out, you see two AWS direct touches here. This is something that this would be inbound. This AWS would see this deal in their pipeline. [00:09:09] Vince Menzione: Yeah. [00:09:10] Jay McBain: Because the customer came to them. AWS lost this deal. Crazy. So Microsoft won this deal. I, I mentioned Microsoft outgrowing AWS Yeah. [00:09:19] Jay McBain: ’cause in this particular case, NTT and Software One and Yash came in with Microsoft. Yeah. To solve an SAP optimization, Microsoft, and, you know, seven layer deal. So whether you’re in AWS, whether you’re in Microsoft, whether you’re anywhere else in this industry, you’re thinking like, you’re not gonna probably overtake what happens in December. [00:09:39] Jay McBain: These are the most trusted, smartest people in the room. And whatever happens in those projects is the seven layer stack the customer’s gonna buy in March, April. So I, I start to think about this and go, I need to win. ’cause NTT has a wonderful relationship with AWS. [00:09:55] Vince Menzione: They do, [00:09:56] Jay McBain: I mean, partner of the year level. [00:09:57] Jay McBain: I mean, they’ve got 10,000 people certified. I mean, there’s just a, you know, there’s no one at AWS that, um, you know, would take a, a loss here because it’s a wonderful relationship. And Software One, they [00:10:09] Vince Menzione: go back to Microsoft actually 30, 40 years though they do. They were Dimension data before that. Yeah. [00:10:14] Vince Menzione: And they have the long hit Legacy And Software One. Software one as well. You, [00:10:19] Jay McBain: you know, well Software one is Microsoft’s biggest reseller, uh, in Europe. And now with Crayon, you know, one of the biggest in the world. So I would be nervous if I was looking at this and saw Software one coming in with NTT and watching these things take place if I were able to see this back in September, October and work with these companies. [00:10:38] Jay McBain: That’s where kind of Microsoft came into the picture. And this never hit Microsoft’s pipeline. No Microsoft salesperson ever worked on it, but millions of dollars came to Microsoft. Yeah. Uh, out of this deal. So there are examples of where Microsoft gets touched and AWS wins the deal. So this isn’t meant to say that it happens in every case, but it’s meant to say data rules the future, and agent ai, the ability to plumb in these boxes. [00:11:00] Jay McBain: Working with Informa tech, target people that can plumb in the boxes for you with third party data, helping you with the light blue boxes. We gotta be obsessed over these light blue boxes. [00:11:11] Vince Menzione: It’s incredible. The Ultimate Partner Winter Retreat is gonna be here in the Boca Studio. This is the third year that we’re gonna be here in Boca. [00:11:21] Vince Menzione: This is always a favorite of our community members, our executive members, our sponsors and speakers. We’ll all be here in the studio, which is a really intimate setting. We can see upwards of 40, 50 people. Uh, we’ll be hosting an incredible dinner at the Boca Resort overlooking the golf course. That’s an incredible property and, uh, we’d love to have you join us. [00:11:45] Vince Menzione: Thank you for being part of the ultimate Partner community, and I hope to see you this year at one of our events. Thank you.

Veritable Geschäftsmodelle mit KI: Wie du von Zeit gegen Geld zu echtem Mehrwert kommst   Am Ende dieser Serie stellt sich eine zentrale Frage: Was hast du konkret davon? Du weißt jetzt, was KI leisten kann. Du hast gesehen, wie sie strategisch, taktisch und operativ integriert wird. Doch wie übersetzt du dieses Wissen in ein tragfähiges Geschäftsmodell? Wie entwickelst du dich vom Anwender oder Fachexperten hin zum Architekten, Strategen oder Facilitator mit echter Relevanz? Der Schlüssel liegt darin, neu zu denken, wofür und womit du Geld verdienst.   Torsten Körting auf LinkedIn: LinkedIn - https://www.linkedin.com/in/torstenkoerting/   Wofür du bezahlt wirst: Zeit, Ergebnis, Nutzung oder Nutzen Die meisten starten mit dem klassischen Modell: Zeit gegen Geld. Tagessatz, Stundensatz, Gehalt. Du investierst Arbeitszeit und erhältst dafür eine Vergütung. Dieses Modell ist klar, aber begrenzt skalierbar. Die nächste Stufe ist die Bezahlung nach Ergebnis. Du entwickelst eine KI-Strategie, baust einen Agenten oder konzipierst ein System und wirst für das Resultat bezahlt, unabhängig von deiner investierten Zeit. Hier zählt das gelieferte Outcome, nicht der Aufwand. Noch spannender wird es bei nutzungsbasierten Modellen. Du entwickelst ein KI-System, einen Assistenten oder eine Automatisierung und wirst pro Anwendung, pro User oder pro Token vergütet. Das kennen wir von gängigen KI-Plattformen. Dieses Modell schafft wiederkehrende Erlöse und koppelt dein Einkommen an die tatsächliche Nutzung. Die höchste Stufe ist die Nutzen-basierte Vergütung. Du wirst am messbaren Mehrwert beteiligt. Mehr Umsatz, gerettete Projekte, gesteigerter Deckungsbeitrag oder signifikante Effizienzgewinne. Hier verlässt du die Komfortzone klassischer Beratung und bewegst dich in Richtung echter unternehmerischer Partnerschaft. Single oder Multimodal: Wie komplex ist dein Leistungsversprechen? Neben der Frage, wofür du Geld bekommst, steht die Frage, womit du Geld verdienst. Ein Single-Modales Angebot ist klar abgegrenzt: ein Workshop, ein Strategieprojekt, ein einzelner KI-Agent oder ein Trainingstag. Es erfüllt einen konkreten Zweck und steht für sich. Multimodale Services gehen deutlich weiter. Hier verzahnst du verschiedene Elemente miteinander: Strategie, Umsetzung, Training, Begleitung, digitale Plattform, Community, KI-Integration. Unterschiedliche Medienformen, Systeme und Interaktionen greifen ineinander und erzeugen eine durchgängige Customer Experience. Ein Beispiel: Du kombinierst ein strukturiertes Ausbildungsprogramm mit Live-Sessions, einer Online-Akademie, Community-Austausch, Praxisprojekten und KI-gestützter Reflexion. Das ist kein isoliertes Produkt mehr, sondern ein integriertes System. Genau hier entsteht Differenzierung. KI als strategischer Hebel für anspruchsvollere Modelle Wenn du KI nicht nur als Tool, sondern als integralen Bestandteil deiner Leistung verstehst, verändern sich deine Möglichkeiten radikal. Du kannst Prozesse automatisieren, Analysen skalieren, individuelle Begleitung personalisieren und sogar neue Leistungsbestandteile integrieren, die vorher wirtschaftlich nicht darstellbar waren. KI wird damit zum Enabler für multimodale, nutzenorientierte Geschäftsmodelle. Das verschiebt deine Positionierung. Weg vom reinen Dienstleister, hin zum Trusted Advisor. Weg vom Zeitverkäufer, hin zum Architekten von Systemen. Weg vom isolierten Workshop, hin zu ganzheitlichen Transformationsformaten. Gerade in Kombination mit strategischem Verständnis, Change-Kompetenz, kultureller Einbettung und rechtlicher Sensibilität entsteht ein Leistungsversprechen, das nur wenige wirklich durchdringen. Fazit: Dein nächster Schritt entscheidet über deine Relevanz Die KI ist gekommen, um zu bleiben. Doch sie ist nur ein Werkzeug. Entscheidend ist, wie du sie in dein Geschäftsmodell integrierst. Frag dich ehrlich: Wofür wirst du heute bezahlt? Für Zeit, Ergebnis, Nutzung oder echten Nutzen? Und ist dein Angebot eher singulär oder bereits multimodal verzahnt? Wenn du beginnst, diese Dimensionen bewusst zu kombinieren, eröffnen sich neue Spielräume. Höherwertige Formate. Klare Differenzierung. Mehr Wirkung für deine Kunden. Die Frage ist nicht, ob sich Geschäftsmodelle verändern. Die Frage ist, ob du aktiv gestaltest oder abwartest. Jetzt ist der Moment, deinen nächsten Entwicklungsschritt zu definieren.     Noch mehr von den Koertings ...  Das KI-Café ... jede Woche Mittwoch (>350 Teilnehmer) von 08:30 bis 10:00 Uhr ... online via Zoom .. kostenlos und nicht umsonstJede Woche Mittwoch um 08:30 Uhr öffnet das KI-Café seine Online-Pforten ... wir lösen KI-Anwendungsfälle live auf der Bühne ... moderieren Expertenpanel zu speziellen Themen (bspw. KI im Recruiting ... KI in der Qualitätssicherung ... KI im Projektmanagement ... und vieles mehr) ... ordnen die neuen Entwicklungen in der KI-Welt ein und geben einen Ausblick ... und laden Experten ein für spezielle Themen ... und gehen auch mal in die Tiefe und durchdringen bestimmte Bereiche ganz konkret ... alles für dein Weiterkommen. Melde dich kostenfrei an ... www.koerting-institute.com/ki-cafe/   Mit jedem Prompt ein WOW! ... für Selbstständige und Unternehmer Ein klarer Leitfaden für Unternehmer, Selbstständige und Entscheider, die Künstliche Intelligenz nicht nur verstehen, sondern wirksam einsetzen wollen. Dieses Buch zeigt dir, wie du relevante KI-Anwendungsfälle erkennst und die KI als echten Sparringspartner nutzt, um diese Realität werden zu lassen. Praxisnah, mit echten Beispielen und vollständig umsetzungsorientiert. Das Buch ist ein Geschenk, nur Versandkosten von 9,95 € fallen an. Perfekt für Anfänger und Fortgeschrittene, die mit KI ihr Potenzial ausschöpfen möchten. Das Buch in deinen Briefkasten ... https://koerting-institute.com/shop/buch-mit-jedem-prompt-ein-wow/   Die KI-Lounge ... unsere Community für den Einstieg in die KI (>2800 Mitglieder) Die KI-Lounge ist eine Community für alle, die mehr über generative KI erfahren und anwenden möchten. Mitglieder erhalten exklusive monatliche KI-Updates, Experten-Interviews, Vorträge des KI-Speaker-Slams, KI-Café-Aufzeichnungen und einen 3-stündigen ChatGPT-Kurs. Tausche dich mit über 2800 KI-Enthusiasten aus, stelle Fragen und starte durch. Initiiert von Torsten & Birgit Koerting, bietet die KI-Lounge Orientierung und Inspiration für den Einstieg in die KI-Revolution. Hier findet der Austausch statt ... www.koerting-institute.com/ki-lounge/   Starte mit uns in die 1:1 Zusammenarbeit Wenn du direkt mit uns arbeiten und KI in deinem Business integrieren möchtest, buche dir einen Termin für ein persönliches Gespräch. Gemeinsam finden wir Antworten auf deine Fragen und finden heraus, wie wir dich unterstützen können. Klicke hier, um einen Termin zu buchen und deine Fragen zu klären. Buche dir jetzt deinen Termin mit uns ... www.koerting-institute.com/termin/   Weitere Impulse im Netflix Stil ... Wenn du auf der Suche nach weiteren spannenden Impulsen für deine Selbstständigkeit bist, dann gehe jetzt auf unsere Impulseseite und lass die zahlreichen spannenden Impulse auf dich wirken. Inspiration pur ... www.koerting-institute.com/impulse/   Die Koertings auf die Ohren ... Wenn dir diese Podcastfolge gefallen hat, dann höre dir jetzt noch weitere informative und spannende Folgen an ... über 440 Folgen findest du hier ... www.koerting-institute.com/podcast/   Wir freuen uns darauf, dich auf deinem Weg zu begleiten!        

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Ein wirklich guter IT-Dienstleister ist wie ein Bergführer am Mount Everest, der im richtigen Moment auch mal Stopp sagt. In dieser Folge lernt ihr, wie ihr durch proaktive IT-Dienstleister Führung vom reinen Befehlsempfänger zum strategischen Partner werdet. Unser Gast Holger Groß verantwortet die Sicherheit für über eine Million Menschen. Er war früher selbst Consultant und weiß genau, warum Beratungssicherheit in der öffentlichen Verwaltung Digitalisierung erst möglich macht. Wir sprechen über das Prinzip Hände weg von der Tastatur und warum ihr als Trusted Advisor auch bei komplexen Ausschreibungen aktiv führen müsst. Erfahrt, wie ihr durch Innovationspartnerschaften echte Prozesssicherheit garantiert und warum persönliches Vertrauen im Blaulichtwesen wichtiger ist als jedes Support-Ticket.Diese Episode zeigt euch, wie ihr durch Mut zum Widerspruch Projekte beschleunigt und zum unverzichtbaren Experten werdet. Abonniert den Podcast und bewertet uns gerne in eurer Podcast-App, damit ihr keine Folge zur modernen IT-Führung verpasst.Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

In Episode 150 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks “flexible leadership” with Bill Fultz, the General Manager of software provider LINGA. Among the topics discussed are adapting your leadership approach to each individual vs. having one set leadership style, slowing initiatives down to ensure they have a strong foundation and can survive over time, and delivering candid feedback most effectively. “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org.  The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, and grocery verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org.

Do I want a family office?Learn what successful families do to simplify their financial lives. You can create a virtual family office, a multi-family office or your own private family office. Learn about the benefits, including having experts in tax, legal, investment, philanthropy, governance, insurance, trustee work, and therapists too. Learn about some of the key reasons families create family office, namely asset protection and confidentiality.As always, it is good to have an expert on your side.  Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Vom KI-Anwender zum Trusted Advisor: Die fünf Entwicklungsstufen moderner Beratung   Die meisten starten mit KI aus Neugier oder Effizienzgründen. Ein Tool hier, ein Feature dort, ein Abo mit KI-Zusatz. Doch genau hier trennt sich bereits früh die Spreu vom Weizen. Denn KI ist kein weiteres Software-Update, sondern ein Entwicklungsweg. Ein Weg, der nicht nur deine Arbeitsweise verändert, sondern deine Rolle, deine Wirkung und letztlich dein gesamtes Geschäftsmodell. In dieser Folge geht es genau darum: Wo stehst du heute… und was ist der nächste logische Schritt?   Torsten Körting auf LinkedIn: LinkedIn - https://www.linkedin.com/in/torstenkoerting/   Stufe 1 und 2: Vom KI-Anwender zum Architekten Der Einstieg beginnt fast immer als KI-Anwender. Du nutzt ChatGPT, Copilot oder integrierte KI-Funktionen in Tools wie CRM, Projektmanagement oder E-Mail-Systemen. Das bringt erste Effizienzgewinne, bleibt aber punktuell. Der nächste Entwicklungssprung ist der Architekt. Hier erkennst du Zusammenhänge und denkst KI nicht mehr isoliert, sondern prozessual. Inhalte werden einmal erzeugt und mehrfach verwertet, Wissen wird systematisch skaliert, Abläufe greifen ineinander. KI wird Teil deiner Wertschöpfung – nicht nur ein Helfer am Rand. Stufe 3 und 4: Der KI-Stratege und der Facilitator Als KI-Stratege verlässt du die reine Prozessebene. Du beginnst, Geschäftsmodelle, Positionierung und Kundennutzen neu zu denken. KI wird zum strategischen Hebel für Wachstum, Qualität und Freiraum… für dich und für deine Kunden. Der Facilitator geht noch einen Schritt weiter. Er oder sie ist in der Lage, andere auf diesem Weg zu begleiten. Nicht alles selbst umzusetzen, sondern die richtigen Fragen zu stellen, Anwendungsfälle zu identifizieren und Menschen sicher durch strategische, taktische und operative Ebenen zu führen. Stufe 5: Der Host als Trusted Advisor Die höchste Entwicklungsstufe ist der Host. Hier geht es nicht mehr um Tools oder Prozesse, sondern um Vertrauen. Der Host schafft Räume, in denen andere erfolgreich werden können. Er wird als Partner wahrgenommen, als strategischer Begleiter, als Trusted Advisor. In dieser Rolle verbindest du strategisches Denken mit praktischer Erfahrung. Du musst nicht jedes technische Detail beherrschen, aber du weißt, was möglich ist, wo KI echten Mehrwert stiftet und wie daraus nachhaltige Wirkung entsteht. Fazit: KI ist ein Entwicklungsweg, kein Tool-Thema Die entscheidende Frage lautet nicht, welches KI-Tool du nutzt, sondern auf welcher Entwicklungsstufe du dich bewegst. Jede Stufe hat ihre Berechtigung – entscheidend ist, sie bewusst zu wählen. Wenn du weißt, wo du stehst, kannst du gezielt den nächsten Schritt gehen: raus aus punktueller Nutzung, rein in strategische Wirkung. Genau dort beginnt echte unternehmerische Transformation mit KI.     Noch mehr von den Koertings ...  Das KI-Café ... jede Woche Mittwoch (>350 Teilnehmer) von 08:30 bis 10:00 Uhr ... online via Zoom .. kostenlos und nicht umsonstJede Woche Mittwoch um 08:30 Uhr öffnet das KI-Café seine Online-Pforten ... wir lösen KI-Anwendungsfälle live auf der Bühne ... moderieren Expertenpanel zu speziellen Themen (bspw. KI im Recruiting ... KI in der Qualitätssicherung ... KI im Projektmanagement ... und vieles mehr) ... ordnen die neuen Entwicklungen in der KI-Welt ein und geben einen Ausblick ... und laden Experten ein für spezielle Themen ... und gehen auch mal in die Tiefe und durchdringen bestimmte Bereiche ganz konkret ... alles für dein Weiterkommen. Melde dich kostenfrei an ... www.koerting-institute.com/ki-cafe/   Mit jedem Prompt ein WOW! ... für Selbstständige und Unternehmer Ein klarer Leitfaden für Unternehmer, Selbstständige und Entscheider, die Künstliche Intelligenz nicht nur verstehen, sondern wirksam einsetzen wollen. Dieses Buch zeigt dir, wie du relevante KI-Anwendungsfälle erkennst und die KI als echten Sparringspartner nutzt, um diese Realität werden zu lassen. Praxisnah, mit echten Beispielen und vollständig umsetzungsorientiert. Das Buch ist ein Geschenk, nur Versandkosten von 9,95 € fallen an. Perfekt für Anfänger und Fortgeschrittene, die mit KI ihr Potenzial ausschöpfen möchten. Das Buch in deinen Briefkasten ... https://koerting-institute.com/shop/buch-mit-jedem-prompt-ein-wow/   Die KI-Lounge ... unsere Community für den Einstieg in die KI (>2800 Mitglieder) Die KI-Lounge ist eine Community für alle, die mehr über generative KI erfahren und anwenden möchten. Mitglieder erhalten exklusive monatliche KI-Updates, Experten-Interviews, Vorträge des KI-Speaker-Slams, KI-Café-Aufzeichnungen und einen 3-stündigen ChatGPT-Kurs. Tausche dich mit über 2800 KI-Enthusiasten aus, stelle Fragen und starte durch. Initiiert von Torsten & Birgit Koerting, bietet die KI-Lounge Orientierung und Inspiration für den Einstieg in die KI-Revolution. Hier findet der Austausch statt ... www.koerting-institute.com/ki-lounge/   Starte mit uns in die 1:1 Zusammenarbeit Wenn du direkt mit uns arbeiten und KI in deinem Business integrieren möchtest, buche dir einen Termin für ein persönliches Gespräch. Gemeinsam finden wir Antworten auf deine Fragen und finden heraus, wie wir dich unterstützen können. Klicke hier, um einen Termin zu buchen und deine Fragen zu klären. Buche dir jetzt deinen Termin mit uns ... www.koerting-institute.com/termin/   Weitere Impulse im Netflix Stil ... Wenn du auf der Suche nach weiteren spannenden Impulsen für deine Selbstständigkeit bist, dann gehe jetzt auf unsere Impulseseite und lass die zahlreichen spannenden Impulse auf dich wirken. Inspiration pur ... www.koerting-institute.com/impulse/   Die Koertings auf die Ohren ... Wenn dir diese Podcastfolge gefallen hat, dann höre dir jetzt noch weitere informative und spannende Folgen an ... über 440 Folgen findest du hier ... www.koerting-institute.com/podcast/   Wir freuen uns darauf, dich auf deinem Weg zu begleiten!  

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Die Angst vor der nächsten Eskalation raubt vielen IT-Chefs nachts den Schlaf.Doch Christian Weiss sieht das entspannt: In der IT-Branche operieren wir selten am offenen Herzen, und genau diese Gelassenheit ist der Schlüssel zum Erfolg. Nach dieser Folge könnt ihr den Druck aus brenzligen Situationen nehmen und wisst, wie ihr euch aus dem operativen Klein-Klein befreit. Ihr lernt, warum der bewusste „Abstieg“ vom Experten die Voraussetzung dafür ist, dass eure Mitarbeiter endlich wachsen können.Christian Weiss spricht aus jahrelanger Erfahrung als Trusted Advisor und Führungskraft darüber, wie er gelernt hat, anderen die Bühne zu überlassen. Wenn ihr euch bisher im Dilemma der Expertenfalle gefangen fühlt – viel Herzblut, aber zu wenig Zeit für echte Strategie –, dann liefert Christians Weg wertvolle Impulse für eure eigene IT-Führung.In diesem Gespräch erfahrt ihr:Warum die Expertenfalle eurem Umsatz und der Mitarbeiterzufriedenheit massiv schadet.Wie ihr eine Systemhaus-Strategie fahrt, die euch vom reinen Dienstleister zum echten Partner macht.Weshalb Bescheidenheit und ein dauerhafter Lernmodus eure stärksten Hebel für die nächsten Jahre sind.Wie ihr mutige Leuchttürme in eurem Team findet und sie zur Führung ermutigt.Warum ihr das Dogma „Der Kunde ist König“ dringend überwinden müsst.Wir werfen zudem einen Blick auf die überraschende These, warum man manchmal erst „nichts können“ darf, um als Berater wirklich exzellent zu sein.Abonniert den Podcast und bewertet uns gerne in eurer Podcast-App, damit ihr keine Folge zur modernen IT-Führung verpasst.Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

A remarkable journey through music, technology, and innovation—shaped by early validation, iconic mentors, and the rare ability to anticipate the future. This conversation traces how curiosity, critical thinking, and human-centered leadership can influence industries and leave a lasting imprint on the world.00:09- About Kelli RichardsKelli Richards is a visionary strategic advisor, thought leader, and super-connector with over 25 years of experience at the intersection of technology, music, media, and entertainment.She pioneered early digital media and music initiatives at Apple, later founding The All Access Group to advise founders, innovators, and high-impact leaders on growth strategy, partnerships, and transformative opportunities.Richards is recognized for her ability to bridge Silicon Valley and Hollywood, fostering strategic alliances, unlocking new revenue models, and guiding clients ranging from startup founders to Fortune 100 executives.

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Wie sagt man seinen Bestandskunden, die einen seit Jahren als Experten kennen, dass man ab jetzt ihr Trusted Advisor sein will – ohne dass es peinlich wird?Diese Frage aus dem Live-Training treibt viele Systemhäuser um. Die Angst ist real: Was, wenn die Kunden merken, dass wir jahrelang in der Expertenfalle steckten? Was, wenn sie uns auslachen? Johannes und Eric zeigen euch in dieser Folge nicht nur, warum diese Sorge unbegründet ist – sie liefern euch das komplette Playbook für eure Bestandskunden-Transformation.Ihr erfahrt den exakten 3-Phasen-Ansatz, mit dem ihr eure Top-Kunden systematisch vom reinen Tech-Lieferanten zum strategischen Partner entwickelt. Das Herzstück: Die "Transformation Session" – ein standardisiertes Format, das ihr zunächst verschenkt und später für 6.000 Euro im Jahr verkauft. Johannes gibt euch die konkreten Worte für euren Anruf mit (inklusive der entscheidenden "Selbstbezichtigung"), erklärt, warum die ersten fünf Sessions Chef-Sache sind, und Eric verrät, welche Fragen in den Sessions wirklich Türen öffnen.Besonders wertvoll: Die Warnung vor dem größten Fehler, den fast alle machen – nämlich sofort das eigene Portfolio rauszuballern, sobald der Kunde ein Problem erwähnt. Plus: Praktische Tipps zum "Kringeltrum" und warum ein "Vielen Dank für das Vertrauen" mehr wert ist als jedes technische Argument.Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

In der heutigen Folge des Experten-Podcasts spricht Giny Laeoche, Trusted Advisor, tiefgreifende Transformationsprozesse und die Begleitung anspruchsvoller Übergänge, darüber, warum Wandel so häufig scheitert und weshalb Menschen in Spitzenpositionen gerade heute eine professionelle, ganzheitliche Begleitung brauchen. Du erfährst außerdem, weshalb Übergänge – ob im Unternehmen, im Sport, in der Politik oder im persönlichen Leben – emotional dieselben Prozesse auslösen wie ein Identitätsverlust, und warum gerade diese Phase so entscheidend ist, um Neues entstehen zu lassen.Giny zeigt, wie wichtig es ist, Räume zu öffnen, in denen Führungspersönlichkeiten, Entscheider und Leistungsträger sich wirklich zeigen können, und weshalb Tiefgang unverzichtbar ist, um Dynamiken systemisch zu verstehen. Wenn auch du verstehen möchtest, warum Change-Prozesse scheitern, wie man Übergänge erfolgreich gestaltet und was Menschen in exponierten Positionen wirklich brauchen, dann solltest du diese Folge des Experten-Podcasts nicht verpassen. Weitere Informationen findest du auf der Homepage unseres Gastes.Hat dir die Expertin des Tages gefallen? Kommentiere deine Gedanken unter dieser Folge, lasse ein paar Sterne da und abonniere den Podcast, um keine Folge mehr zu verpassen! Hosted on Acast. See acast.com/privacy for more information.

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Warum reden gestandene Unternehmer jahrelang nicht über das Thema, das ihre Firma wirklich blockiert? Weil sie Angst haben, dass jedes weitere Gespräch zum Bruch führt. Genau diese Angst kostet euch jeden Tag Energie, Geschwindigkeit und am Ende richtig Geld.Johannes und Eric zeigen euch in dieser Folge anhand eines realen Cases, wie ein Gesellschafter-Konflikt ein Unternehmen lähmen kann – und wie ihr solche Situationen mit dem Trusted Advisor Werkzeug „Berliner Mauer" auflöst. Ihr erfahrt, warum beide Seiten einer Mauer immer Recht haben, wie ihr einen Perspektivwechsel vorbereitet und warum es nicht den einen perfekten Gesprächsversuch braucht, sondern mehrere Anläufe völlig okay sind.Das Werkzeug funktioniert nicht nur bei Gesellschafterkonflikten: Ob mit Investoren, Führungskräften oder Kunden – überall, wo ihr das Gefühl habt, dass jemand euch nicht versteht und ihr deshalb nicht vorankommt, hilft diese Methode. Johannes und Eric geben euch eine konkrete Schritt-für-Schritt-Anleitung: vom Aufschreiben eurer Position über das Rollenspiel mit einem Kollegen bis hin zum echten Gespräch. Inklusive der wichtigsten Tipps, wie ihr das Gespräch eröffnet, ohne dass sofort die Ritterrüstung hochfährt.Die Opportunitätskosten ungeklärter Konflikte sind riesig: 30-40% eurer mentalen Energie gehen verloren, Strategien werden in die Tonne getreten, Teams verlieren den Glauben. Ein Teilnehmer hat mit diesem Tool einen 70.000 Euro Auftrag zurückgeholt, der schon verloren schien.Macht's nach: Schreibt eure drei schwierigsten Beziehungen auf und startet mit der ersten. Die Ergebnisse sprechen für sich.Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

In Episode 149 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks about the history and future of the retail IT channel with Brett Van Riper, Channel Account Manager for Epson. Among the topics discussed are how trends from the 1990s and 2000s are parallel to today's channel, the importance of VARs remaining independent, how distributors drive success for channel partners, and why innovation the POS industry is driven by Main Street, not Park Avenue. “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org.  The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, and grocery verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org. 

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Wie baut man Vertrauen zu Menschen auf, die das Vertrauen in sich selbst verloren haben? Diese Frage stellt sich nicht nur in der Psychiatrie – sondern auch in jedem großen Transformationsprojekt, jeder Führungssituation, jedem Moment, in dem ihr Menschen durch Veränderung begleiten müsst.Dr. Helge Hölmer, Oberstarzt und Leiter der Psychiatrie am Bundeswehrkrankenhaus Hamburg, zeigt in diesem Gespräch, dass die Mechanismen des Vertrauensaufbaus universell sind. Ihr erfahrt, warum der erste Satz in der Patientenbegegnung über Erfolg oder Scheitern entscheidet, wie ihr die Balance zwischen Empathie und Führungsstärke findet, und warum "immer ein Stück gesünder sein als der Patient" auch für IT-Projekte und Business-Transformationen gilt.Hölmer spricht offen über den Unterschied zwischen Experten (die sich über Wissen definieren) und Trusted Advisors (die durch Bindung führen), über die Kunst der Selbstoffenbarung ohne Verbrüderung, und warum echtes Vertrauen auch Grenzen und klare Ansagen braucht. Mit 40 Jahren Bundeswehr-Erfahrung, NATO-Gremien und der täglichen Arbeit mit schwer kranken Menschen bringt er Perspektiven mit, die direkt auf eure Führungsherausforderungen übertragbar sind.Besonders wertvoll: Seine Methoden zur Mitarbeiterentwicklung durch Modelllernen, seine Haltung zur Wertschätzung verschiedener Professionen, und sein ehrlicher Blick auf die eigenen Grenzen. Ihr lernt, wie ihr als Führungskraft authentisch bleibt, Menschen mitnimmt ohne euch zu verlieren, und warum der Satz "immer knapp an der Wahrheit bleiben" so kraftvoll ist.Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

Welcome to another episode of MOJO: The Meaning of Life and Business! This week, host Jennifer Glass is joined by special guest Sheila Andres, an expert in small business success and the founder of the Stuck Sucks movement. Together, they dive deep into one of the toughest challenges every entrepreneur faces—getting stuck in life and business, and more importantly, how to get unstuck.Sheila Andres shares her personal journey from building a business alongside an entrepreneur for 20 years to striking out on her own, only to discover that success doesn't always follow the same rules the second time around. Through candid stories, lighthearted moments, and plenty of laughter, Sheila and Jennifer examine why business owners lose their "mojo," the importance of fun and flow in the entrepreneurial journey, and what it really means to create lasting transformation in business.If you've found yourself hitting plateaus, struggling with clarity, or just questioning your path, this episode is packed with practical advice, heartfelt encouragement, and a reminder that you're not alone. Whether you're a seasoned business owner or just starting out, tune in for insights on self-discovery, vulnerability, and making real progress—plus why having a "business BFF" might just be your new secret weapon.About my guest: Trusted Advisor, Progress Expert, Speaker and Author, Sheila Andres champions small business success. After college, Sheila found her passion as “right hand” and partner to an entrepreneur building his legacy from startup to success. The journey was hard and mentally, emotionally, physically draining. With perseverance and dedication, she prevailed. Using her experience with running a business and the entrepreneurial journey, she now serves others in building a thriving business of their own. Today, Sheila is on fire and on purpose helping small business owners turn their vision for success into reality. She is owner of Realize Your Vision, coaching and consulting that brings fun and flow to the business journey, and founder of the StuckSucks Movement where small business success is the catalyst for positive global impact. There is POWER IN SMALL.Connect with Sheila on Facebook, LinkedIn, Instagram, and on the web at https://realize-yourvision.comKeywords: business coaching, getting unstuck, small business success, entrepreneurship, business strategy, business mentoring, fun in business, flow in business, business plateaus, sales growth, business clarity, personal growth, business mindset, heartpreneur, business alignment, work-life balance, business transformation, vulnerability in business, business support, business BFF, stuck sucks movement, personal discovery, business challenges, entrepreneur journey, business evolution, business decision-making, self-awareness, business passion, business leadership, business success definition

Hosts: Michael Fanning & Stevi FanningStop the exhausting rollercoaster of feast-or-famine transactions. This episode breaks down the five non-negotiable systems that separate top-performing agents from hobbyists creating a business where clients come to you instead of constantly chasing the next deal.1. Show Up Consistently - Run Your Business Like a BusinessSet and communicate specific business hoursBlock non-negotiable time for lead generation and client servicesRemember: Discipline equals freedomYour clients need to count on you like any professional service2. Be the Trusted Advisor, Not Just an AgentGuide people through life-changing decisions, not just transactionsProvide perspective beyond opening doors and writing contractsPlay the long game talk clients out of wrong dealsAsk yourself: Would someone call me for advice even if they weren't buying or selling right now?3. Provide Valuable Market-Driven Data ConsistentlyShare insights proactively, not reactivelyImplement the 36-touch system: 3 times per month per householdBudget $3-5 per household per monthMix digital and physical mailBalance "head and heart" data insights with helpful, emotional contentBe the "Purple Cow" remarkable and worth talking aboutBuild parasocial relationships through consistent value delivery4. Be Genuine and Build Deeper RelationshipsPeople can smell fake from a mile awayRemember personal details kids' names, life events, concernsGo beyond hospitality with unexpected, genuine careKeep a relationship journal in your CRMBusiness becomes a byproduct of authentic friendship5. Create Remarkable Standard Operating ProceduresSystems create consistency; consistency creates reputationGoing above and beyond should be standard, not randomExamples: comprehensive moving guides, first-night home baskets, quarterly check-ins 2+ years post-closingMake your SOP your "purple cow" momentClose: Relationship management and automationExpress Docs & Maxa: Integrated digital and physical marketingHome Update Newsletter: Professional quarterly touchpointTrend Graphics: Stunning market data reports from your MLSPresent Perfect: Professional CMAs and property presentationsWindermere Ready Loans: Creative financing solutionsWindermere Education: 24/7 CE creditsJeff Tucker: On-staff economist providing market insightsBuilding evergreen business isn't about the next marketing tactic it's about being the agent people trust, value, and want to refer. When you combine consistency, expertise, authenticity, and remarkable service, clients start coming to you.Pick ONE area to improve this week. Small, consistent improvements compound into massive results.Want to be featured on the podcast or have topic ideas? Reach out directly to Michael and Stevi.Be awesome and help somebody!

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Kann ein IT-Unternehmen wirklich vom Technik-Dienstleister zum strategischen Trust Advisor werden – oder braucht es dafür eine komplett neue Firma?Jan Strackbein von areto beweist: Es geht. Und zwar richtig. Ihr erfahrt, wie ein mittelständisches IT-Unternehmen aus NRW eine eigene Strategieberatungs-Unit aufgebaut hat, die Kunden durch ihre komplette Transformationsreise begleitet – lange bevor das erste Technik-Projekt startet. Jan hat dafür Menschen ins Team geholt, die vorher Politiker beraten und Wahlkämpfe begleitet haben. Echte Kommunikationsprofis und Strategen, die heute IT-Kunden durch KI-Transformation und Unternehmensumbau führen.Das Besondere: areto macht das nicht aus finanzieller Not. Sie hatten ein erfolgreiches 2025, während viele IT-Unternehmen kämpfen. Jans Motivation kommt aus echter Überzeugung – er will nachhaltig gestalten, nicht nur Umsatz machen. Ihr lernt in diesem Gespräch, welche konkreten Schritte notwendig sind, um vom klassischen IT-Dienstleister über den Experten zum echten Trust Advisor zu werden. Jan teilt offen, mit welchen Widerständen er umgehen musste, wie er sein Team auf Kundenführung trainiert und warum er glaubt, dass klassische IT-Beratung in ihrer alten Form nicht mehr lange existiert.Johannes und Eric ziehen am Ende ihren Hut vor Jan – weil er zeigt, dass es möglich ist. Mit Ecken, Kanten und einer klaren Haltung. Wenn ihr euch fragt, ob eure IT-Organisation diesen Schritt gehen kann, ist diese Episode euer Beweis, dass es funktioniert.Hört rein und lasst euch inspirieren. Und wenn euch die Folge gefällt: Bewertet uns bei Spotify oder hinterlasst einen Kommentar – wir freuen uns über euer Feedback!Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch 

In Episode 148 of “The Trusted Advisor,” RSPA CEO Jim Roddy shares accounts of mistreatment of women at industry events and issues a call to action for male leaders to step up and ensure the retail IT channel is a safe and professional environment for everyone. “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org. The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, and grocery verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org.

Alle Neuigkeiten & Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Wann habt ihr das letzte Mal jemandem blind vertraut – mit euren Haaren? Kirsten Kunze macht genau das möglich: Sie führt 3 Salons in Österreich mit einem radikalen Prinzip, das sie von 99% aller Friseure unterscheidet. Keine Schere wird angefasst, bevor sie nicht wirklich verstanden hat, was ihr Kunde braucht. Klingt simpel? Ist es nicht.In diesem Gespräch erfahrt ihr, wie Kirsten Vertrauen systematisiert hat und dabei ihre Unternehmenskultur mit 20 Mitarbeitern schützt. Ihr lernt, warum echte Kundenführung nichts mit Verkaufen zu tun hat, wie ein Akademie-Programm Menschen zu stolzen Handwerkern macht und warum Formate ohne Schere manchmal die wertvollsten sind. Johannes und Eric diskutieren mit Kirsten, wie man Begeisterungsfähigkeit mit System kombiniert, ohne auszubrennen – und warum das für IT-Unternehmer genauso relevant ist wie für Handwerksbetriebe.Kirsten bringt 30 Jahre Berufserfahrung mit und zeigt eindrucksvoll, dass "Handwerk Gold am Boden hat" – wenn man bereit ist, seinen Berufsethos zu verteidigen. Sie spricht offen über die Herausforderung, beim Wachstum nicht zu verlieren, was einen ursprünglich ausgemacht hat. Ihr hört, wie sie ihre Werte übergebbar macht, warum Wertschätzung der Mitarbeiter zum Business-Erfolg führt und wieso gute Kundenberatung fast therapeutische Qualitäten braucht.Egal ob ihr ein Team führt, ein Unternehmen aufbaut oder einfach verstehen wollt, wie Vertrauen wirklich entsteht – dieses Gespräch liefert konkrete Impulse, die ihr sofort umsetzen könnt. Und vielleicht seht ihr ab jetzt überall Trusted Advisors.Hört rein, lasst einen Kommentar da und teilt die Episode mit jemandem, der Vertrauen systematisch aufbauen will. Und wenn ihr selbst einen Trusted Advisor kennt – schickt ihn zu uns!Melde dich KOSTENFREI für unsere nächste Webinarreihe an: https://hub.scaling-champions.com/webinareWeitere Trusted Advisor Inhalte findest du auf YouTube:https://www.youtube.com/@scalingchampionsDu hast Fragen, Anregungen oder Kritik? Dann kontaktiere uns hier:WhatsApp0162 674 417Mailpodcast@scaling-champions.comLinkedInEric Osselmann Johannes Rasch Lasst uns gerne ein Abo hier und bewertet uns!

On this episode of the Woodard Report podcast, Joe speaks with Megan Tarnow about her journey as an "accidental accountant" who built a successful niche practice serving nonprofits and the unique challenges that come with pricing, staffing, and mission-driven work. Megan shares practical insights on why clean data, strong advisory relationships, and a controller-level mindset matter more than ever, especially as AI begins to reshape bookkeeping and analysis. About Megan Tarnow Megan Genest Tarnow is a long-time QuickBooks ProAdvisor with over 25 years working at the intersection of QuickBooks and nonprofits. Connect with Megan on LinkedIn Learn more about DaisyBee Consulting Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

Are you a vendor or a partner? Whitney Ferris argues that "transactional selling" is a relic of the past. To survive today's complex B2B landscape, you must master the human elements of the deal. High-impact performers focus on three pillars: Meaningful Urgency: Tying solutions to real business risks, not fake deadlines. Radical Consistency: Building an untouchable reputation through reliable follow-through. Ethical Outcomes: Prioritizing "win-win" deals that ensure long-term referrals. By balancing disciplined preparation with genuine empathy, you transform your sales desk into a value engine.

In this episode, Dr. Killeen breaks down a simple but powerful trust formula from The Trusted Advisor by Charles H. Green and explains why trust is something you build on purpose, not by accident. He connects credibility, reliability, and approachability to your practice's brand—and shares a quick story that shows how one misaligned marketing move can quietly erode trust. It's a reminder that consistency, clarity, and a little humility go a long way with patients and teams alike.

In Episode 147 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks leadership with Sandee Finley, Chief Payments officer at Paysafe Associates and the 2025 RSPA W2W Community Leader of the Year. Among the topics discussed are the value of leading with empathy, encouragement, and authenticity, why people connect with honesty and not perfection, and the importance of creating an environment where the leader is challenged. “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org.  The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, and grocery verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org. 

Think accountants just crunch numbers? Think they're boring compliance people? Think again. In this episode, Rob and Richard Fleischman, Partner at Haynie & Company, dive into the dramatic evolution of CPA firms over the last twenty years—and why today's accountants are becoming indispensable strategic partners for growing businesses. They unpack how strong client relationships, industry collaborations with other service providers, better communication, and the smart use of AI are reshaping the profession. Richard shares real-world insights on mentorship, firm culture, and navigating global compliance challenges, all highlighting the passion and collaboration fueling the modern accounting world.Feel free to follow and engage with RICHARD here:LinkedIn: https://www.linkedin.com/in/richard-fleischman-cpa-54a6123/Website: https://www.hayniecpas.com/We're so grateful to you, our growing audience of entrepreneurs, investors and community leaders interested in the human stories of the Entrepreneurial Thinkers behind entrepreneurial economies worldwide.As always we hope you enjoy each episode and Like, Follow, Subscribe or share with your friends. You can find our shows here, and our new Video Podcast, at “Entrepreneurial Thinkers” channel on YouTube. Plug in, relax and enjoy inspiring, educational and empowering conversations between Rob and our guests.¡Cheers y gracias!,Entrepreneurial Thinkers Team.Chapters00:00 Introduction to Entrepreneurial Thinkers06:20 The Evolving Role of CPAs10:50 Teaching Entrepreneurs About CPA Relationships17:11 The Modern CPA Firm Landscape24:41 Sales and Business Development in Accounting35:11 Leveraging Relationships with Other Professionals38:05 Managing Client Expectations38:58 Building Professional Relationships40:58 The Importance of Integrity in Business42:52 Haney's Core Values and Growth46:17 Collaboration and Team Dynamics52:20 The Impact of AI on Accounting59:34 Passion for Helping Others01:04:58 International Expansion and Compliance

From Battlefield to Boardroom: A Global Legacy of Courage, Compassion & Leadership This week, the Team Never Quit Podcast welcomes a truly extraordinary guest: Dr. Sudip Bose — emergency physician, Iraq War veteran, entrepreneur, medical innovator, and one of the world's most dynamic voices at the intersection of medicine, military leadership, and business. Few leaders embody resilience and global perspective the way Dr. Bose does. His story spans continents, combat zones, emergency rooms, and corporate boardrooms—all shaped by deep heritage and a lifelong commitment to service. A Legacy Rooted in Courage and Heritage Born in the United States to parents who emigrated from Kolkata, Dr. Bose carries a powerful cultural heritage. Fluent in Bengali and proud of his lineage, he is a descendant of: ·         Netaji Subhas Chandra Bose, legendary freedom fighter ·         Jagadish Chandra Bose, pioneering scientist ·         Satyendra Nath Bose, the physicist behind the concept of bosons Their spirit of bravery, intellectual curiosity, and innovation lives on in Dr. Bose's own journey. Leadership Forged in War Dr. Bose's leadership was tested early—on the front lines of Iraq as a U.S. Army physician under the most intense combat conditions. He earned the Bronze Star Medal for his service and was entrusted with treating Saddam Hussein after his capture. More than the accolades, the battlefield taught him the principles that guide his life: ·         Stay calm when others panic ·         Find clarity in chaos ·         Turn adversity into opportunity ·         Let heritage and values anchor global impact These lessons follow him into every trauma bay, boardroom, and keynote stage he steps into today. From the ER to the Global Stage After returning from combat, Dr. Bose transitioned into civilian life—continuing his work as an emergency physician while expanding his influence across medicine, media, innovation, and policy. His roles include: ·         Executive Producer of Desert Doc, the Telly Award–winning Amazon Prime docuseries revealing the realities of emergency medicine ·         Founder of The Battle Continues, a nonprofit supporting injured combat veterans ·         EMS Medical Director for the largest geographic hospital coverage area in the U.S.—19 counties and 38,000 square miles ·         Advisory Board Member for DrB.ai, a global digital health platform increasing access to affordable care ·         Trusted Advisor to the U.S. Congress on healthcare policy ·         Keynote Speaker for Fortune 500 companies and major financial institutions Across everything he does, Dr. Bose bridges healthcare, military discipline, and business strategy—helping leaders thrive in high-stakes environments. This is a masterclass in courage, clarity, service, and global leadership—told by a man who has lived it on every front line imaginable. In this episode you will hear: • [My sister] She's a CEO but sometimes she's the CEO of my chaos. (7:46) • I basically started med school at 21; I got my MD at 25. (8:59) • I remember sitting with my dad and asking him: “What can I do where I don't have to study?” (10:58) • Things that are just tragic and sad; they shape you later. You don't realize it at the time. (11:47) • I think if they had an award in high school for least likely to go in the military, I might have gotten that award. Guess what? In Junior high – 6th grade – I weighed 49 pounds. I was tiny. I didn't hit 5' tall until my sophomore year of high school. (12:33) • I'm in the books as the Illinois state champion in wrestling, because nobody could match my weight division. (13:11) • You don't realize how your world can change in a moment, and what seems like irrelevant work or homework or assignments later in life might save your life. (16:32) • In Iraq, I find myself cooped up in this ambulance. An armored 5-7-7 track medical vehicle with metal wheels, jostling to the next section of Bagdad or Fallujah and then the vehicle comes to a screeching halt, the back door opens and you hop out like a frog jumping out of a blender. And you find yourself on the front lines of the battlefield. (21:33) • There are the mental challenges of losing people you know. (22:52) • You love [life] saves where you can have them unite with their family. (27:11) • Within hours of getting there, there were two soldiers that came in and I had to pronounce dead. You just realize, wow, you are in it now. (31:19) • You cant take care of everyone, but by training my medics, I multiplied myself. (34:02) • [Marcus] You scored the number 1 in the nation on your medical exam board; You scored at the top of the Army physical fitness test; A Bronze Star; Recognized by CNN as a CNN hero; You're one of the leading physicians in the world; [You served] The longest combat tour since WWII; You treated Saddam Hussein. (52:26) • I evaluated [Saddam Hussein] shortly after his capture. (56:10) • You have to put your feelings, emotions, everything side, so you can focus. (57:45) • Somebody told me I might be the only person who has ben face to face with Saddam Hussein and shaken hands with George W. Bush. (58:38) • The people who gave their lives, their vision, their limb, made the ultimate sacrifice for our nation. Those people wrote the blank check, up to and including the cost of my life. That's what keeps me motivated. (59:48) • The journey keeps going forward and the battle continues… (75:55) Support Dr. Bose:    - Website: https://www.docbose.com/    - IG: https://www.instagram.com/drsudipbose?igsh=MWZhbjJqNXNxazk2aA==    - Watch “Desert Doc” —>  https://tr.ee/Wds2TOBWTP    - YouTube —> https://tr.ee/DlNDNGdGo0 Support TNQ   - IG: team_neverquit , marcusluttrell , melanieluttrell , huntero13   -  https://www.patreon.com/teamneverquit Sponsors:   - Tractorsupply.com/hometownheroes   - Navyfederal.org        - mizzenandmain.com   [Promo code: TNQ20] - Dripdrop.com/TNQ   - ShopMando.com [Promo code: TNQ]   - meetfabiric.com/TNQ   - masterclass.com/TNQ   - Prizepicks (TNQ)   -  cargurus.com/TNQ    - armslist.com/TNQ    -  PXGapparel.com/TNQ   - bruntworkwear.com/TNQ    - Groundnews.com/TNQ    - shipsticks.com/TNQ    - stopboxusa.com {TNQ}    - ghostbed.com/TNQ [TNQ]   -  kalshi.com/TNQ   -  joinbilt.com/TNQ    - Tonal.com [TNQ]   - greenlight.com/TNQ   - PDSDebt.com/TNQ   - drinkAG1.com/TNQ   - Hims.com/TNQ   - Shopify.com/TNQ

In Episode 146 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks retail IT industry trends and leadership with Gilbert Bailey, the President of Genius Retail and Small Business for Global Payments. Among the topics discussed are AI, enterprise tools filtering to SMB, providing solutions beyond the POS, and that leaders “action always beats inaction.” “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org.  The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, and grocery verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org. 

In Episode 145 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks with RSPA General Counsel Atty. Jill Miller about why VAR and ISV leaders need to understand the important difference between legal interpretations and personal opinions. Miller also provides an update on the latest news related to surcharging and cash discounting. “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org.  The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, and grocery verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org. 

BRX Pro Tip: Trusted Advisor vs Friend Stone Payton: And we’re back with Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, this pro tip is specifically designed to address challenges that I have in our profession, but I want to talk a little bit about striking that balance between being a […]

In this episode of the Drop in CEO podcast, Deb Coviello welcomes back Todd Wilkowski, a seasoned fractional general counsel and trusted advisor to family-owned and closely held businesses. Together, they explore the evolution of the fractional executive model, the importance of building relationships over transactions, and how proactive legal and business strategies can empower small and medium-sized businesses. Todd shares personal stories, the VROOM framework, and insights on collaboration, risk, and the future of work in the age of AI. Episode Highlights: 02:00 – Todd shares his unique background, from Air Force officer to trusted legal advisor, and the value of diverse experiences. 21:00 – The rise of the fractional executive model: why relationships, not transactions, are the future for business advisors. 33:00 – Introducing the VROOM framework: Value, Relationship, Resources, Responsiveness, Relevancy, and Measurability for client success. 45:30 – Embracing AI and collaboration: how technology and human connection are shaping the next era of business leadership. Todd is a trusted advisor and outside general counsel for private, closely held, and family-owned businesses. A former Air Force officer and experienced construction law attorney, he brings a unique perspective to risk management, compliance, and strategy. Before joining Frost Brown Todd, he spent seven years as General Counsel for Baker Concrete Construction, overseeing all legal and enterprise risk functions. Todd provides practical, strategic counsel on contracts, disputes, HR, and governance, helping companies strengthen operations and seize growth opportunities. His proactive, business-minded approach helps clients manage risk, plan for succession, and position their organizations for long-term success. Company Website: https://frostbrowntodd.com/ Linkedin: https://www.linkedin.com/in/todd-wilkowski-8802286/ For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

From Army Artillery Officer to Managing Director in Consulting Lauren Kordzik, Principal at Cameron-Brooks, sat down with Cameron-Brooks alum Pat Curran to discuss his leadership journey from the military to consulting. When Pat left the Army in 2013, he had a strong operations background and years of leading teams under pressure. After active duty, Pat started his business career at EMCOR and later continued to grow his career at CBRE and through his MBA at Penn State. Today, he serves as Managing Director at Greencastle Associates, a 100% veteran-owned consulting firm. While Pat relied on his leadership skills from the Army, Pat emphasized the importance of continuous growth and improvement. Below are some key highlights from the conversation as well as Pat's advice for evolving as a leader. Building a Leadership Style for Business When reflecting on how he adjusted his leadership style, Pat shared a few key tips: Balance confidence and humility. Know what you bring to the table, but stay open to learning. Lead from the trenches. Build trust through what you do, not just your title. Be transparent. Be willing to admit mistakes and work with people, not above them. Evolve how you lead. Command structure works in the military. In business, influence, collaboration, and reading the room matter more. In addition to advice about leadership style, Pat has advice for the aspiring consultant. Advice for Building a Career in Consulting For those looking to one day be a managing director in consulting, Pat has some advice: Work on your people skills. Technical knowledge matters, but relationships are what move your career forward. Listen first, validate what you hear, and show clients you care beyond just getting the deal. Think like an entrepreneur. Especially in smaller firms, be ready to jump in wherever you're needed and help the company win. Understand what consulting is really about. You're there to solve client problems and deliver real results. Keep reading. Pat recommends The Go-Giver, Trusted Advisor, Getting Naked by Patrick Lencioni, and What Got You Here Won't Get You There by Marshall Goldsmith. Want to hear more from Pat? Check out our full conversation on the podcast. At Cameron-Brooks, we help officers transition from the military into another fulfilling career in business. Whether you are looking to move from the military to consulting or you are looking to explore your options, we're here to help. Want to learn more about a career in consulting? Check out our career fields page. Want advice about your marketability in the business world? We would be happy to talk.

Send us a textGuest: Brent Adamson, Co-Author of The Framemaking Sale & Co-Founder of A to B InsightSaaS sales teams obsess over beating competitors—but the real battle isn't across the table. It's in the buyer's mind.In this episode, Brent Adamson—co-author of The Challenger Sale and The Challenger Customer and Co-Founder of A to B Insight—joins host Ken Lempit to reveal why most SaaS deals are lost to no decision at all, and how his new book, The Framemaking Sale, helps buyers build the confidence to act. Brent explains how the sales playbook has evolved from “teach them what to think” to “help them trust themselves”—and why the future of B2B growth depends on changing how we sell, not what we sell.Key insights from this episode:Why no decision—not competitors—is killing SaaS dealsHow to turn buyer anxiety into deal confidenceWhy “trusted advisor” means helping customers trust themselvesHow marketing and sales can guide smarter, faster SaaS buyingThe mindset shift every B2B sales leader needs nowIf you're a B2B SaaS CRO, CMO, or founder looking to increase close rates, reenergize your go-to-market, and win against the status quo, this conversation will change how you think about selling.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch.

In Episode 144 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Gary Manchel, the all-time winningest men's basketball coach at Mercyhurst (PA) University, to talk leadership and change management. Among the topics discussed are how to stay focused on your core goals while experiencing significant change, best practices for leading a growing staff, how to sustain success despite change, and how to raise expectations to achieve new success. “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org.  The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, and grocery verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org. 

The Trusted Advisor — Insights from Charles H. Green in conversation with Subhanjan Sarkar

Thanks to our Partners, Shop Boss and AppFueledKim Walker and Michael Doherty dig into what really happens at the front counter of an auto repair shop and why the service advisor's role can make or break your marketing efforts. From real-world auditing tips to skill-building strategies, Michael shares how shops can turn their advisors into trusted consultants instead of order takers. You'll hear practical advice on improving communication, handling tough days like a pro, using body language that builds trust, and even his traffic light method for explaining repairs in a way customers actually understand.If you're an auto repair shop owner or manager looking to strengthen your team, boost customer trust, and turn your service advisors into your strongest marketing asset, this episode is a must-listen.

What happens to innovation, team dynamics, and trust in organizations when a significant portion of employees are emotionally fragile, risk-averse, and struggle with interpersonal interactions? In this episode of the Delighted Customers podcast, I dive into the profound impact of generational shifts on workplace culture, leadership, and customer experience. Drawing insight from the best-selling book, The Anxious Generation by Jonathan Haidt, my guest Charlie Green and I explore how Gen Z—shaped by overprotective parenting, the rise of social media, and the isolating effects of Covid—are changing the future of professional services firms and beyond. The implications are not just for the workplace, but for entire industries that rely on innovation, adaptability, and trustworthiness from their teams. You need to listen to this episode because Charlie Green is not just an expert on trust—he literally wrote the book on it! As the co-author of The Trusted Advisor and founder of Trusted Advisor Associates, Charlie brings unparalleled authority and hands-on experience to the discussion. If you're responsible for hiring, leading, or influencing teams in any organization, Charlie offers the data, the anecdotes, and the actionable advice you need to spot warning signs and respond effectively. Here are three questions Charlie answers during our conversation: What are the biggest risks facing organizations as Gen Z moves into leadership roles? How can managers recognize and respond to "emotional fragility" and risk-aversion in their teams? What practical strategies can leaders use to build trust, resilience, and effective collaboration in a hybrid, post-pandemic world? Don't miss this timely episode! Listen and subscribe to the Delighted Customers podcast on Apple Podcasts and Spotify—plus, it's available on all your favorite podcast platforms. Meet Charlie Green Charlie Green is the co-author of The Trusted Advisor and author of Trust-Based Selling. As founder of Trusted Advisor Associates, Charlie has trained, coached, and consulted with thousands of professionals in global firms like Accenture, McKinsey, and the Big Four. His expertise centers on the mechanics of trust, trustworthiness, and how deep human connection drives the best business outcomes. With decades of experience and a powerful network, Charlie is a sought-after advisor, webinar host, and keynote speaker, especially on topics of leadership and organizational culture. Charlie holds credentials in consulting and business development, and he's committed to helping leaders at every level create more resilient, responsive, and trustworthy organizations. Connect with Charlie on LinkedIn here. Show Notes & References The Anxious Generation by Jonathan Haidt (NYT Best Seller) Trusted Advisor Associates: https://trustedadvisor.com Charlie Green's LinkedIn: https://www.linkedin.com/in/charliegreen/ Robert Putnam, Bowling Alone (book reference) Contact Charlie Green: cgreen@trustedadvisor.com Subscribe, listen, and let me know what resonates!

In this engaging episode of MSP Business School, host Brian Doyle sits down with George Mellor, founder of VCIO Growth, to discuss transforming the roles of Virtual Chief Information Officers (VCIOs) within Managed Service Providers (MSPs). The conversation shines a light on the evolving landscape of QBR processes and the critical need for VCIOs to focus on client business outcomes rather than mere technical metrics. George shares insights from his journey in the MSP space, offering expertise on enhancing client relationships and maximizing business value. Throughout this episode, listeners are invited to explore how MSPs can avoid the commodity trap by emphasizing strategic client interactions. George discusses the pitfalls of focusing QBRs on ticket numbers and refresh cycles, urging a shift towards aligning technology initiatives with the client's business objectives. The discussion also delves into the potential of AI in MSP operations. By initiating AI conversations with clients, MSPs can harness new opportunities for business growth and demonstrate their value as trusted advisors in the tech space. This episode is packed with practical advice and innovative strategies for MSPs looking to enhance their VCIO capabilities. Key Takeaways: VCIOs need to focus on the client's business objectives rather than just showcasing technical achievements. Effective QBRs should integrate a strategic narrative that aligns with the client's long-term goals and business outcomes. AI presents a significant opportunity for MSPs to innovate and lead conversations with clients about technology governance and security. By engaging in deeper strategic dialogues, MSPs can transition from being seen as vendors to becoming integral business partners. Fractional VCIO services can bridge knowledge gaps and prepare MSPs for more effective client interactions, ultimately driving business growth. Guest Name: George Mellor LinkedIn page: https://www.linkedin.com/in/george-mellor-kloudreadiness/ Company: vCIO Growth Website: https://vciogrowth.com/ Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

How can trust transform a workplace and its culture?Meet Roy Reid!Roy is an Inspirational Keynote Speaker, Trust and Performance Coach. He believes that reaching your highest potential requires a commitment to training -- continuing education, mentorship, coaching, and counsel."Trusted Advisor" is the best description of how Roy works with leaders. He can get to the heart of the matter and help you navigate to the right outcomes using the Trust Transformation Framework.In his book, The Trust Transformation, Roy unveils a revolutionary approach to fostering deeper connections and achieving success in one's personal and professional life.This science-backed framework supports individuals and organizations seeking to improve their health, well-being, resilience, and performance through the transformational power of trust. Roy has been recognized as one of the Top 100 Thought Leaders in Trustworthy Business and will provide your organization, meeting, or event with meaningful engagement, value, and results.Key Points:- how most leaders assume trust- communication and its relation to trust- can you expect loyalty without trust?- installing the Trust Operating System in your organization- a Trust Contract that leads to accountability- the high-impact outcomes resulting from trust transformation- the correlation between trust and wellness- the 4 attributes of transformational trust...and so much more!Connect with Roy:Website: https://www.roywreid.comAdditional Resources:The Trust Transformation by Roy Reid on AmazonFREE Trust Transformation Self Evaluation Tool: https://www.roywreid.comListen to the Podcast, subscribe, leave a rating and a review:Apple: https://podcasts.apple.com/us/podcast/how-to-build-trust-and-transform-your-workplace-w-roy-reid/id1614151066?i=1000731550974Spotify:   https://open.spotify.com/episode/5CvbEL1GqqFewYGKRJfphN?si=f_TXsCM6Qn-gU8isS84_fwYouTube: https://youtu.be/3OOTDtwSr8c

Championship leadership is rarely about talent alone. It's about consistency, values, and the willingness to do the unglamorous work—especially when no one is watching. For Ross Bernstein, a Hall of Fame speaker and best-selling author of nearly 50 sports books, that truth has been reinforced across thousands of interviews with the world's top athletes and coaches. The most successful leaders, whether in sports or business, operate by a code—one built on trust, culture, and an unwavering commitment to doing things the right way. Bernstein's work focuses on decoding what separates winning teams from the rest. His research draws not only from statistical trends, but from raw, behind-the-scenes conversations inside locker rooms, press boxes, and dugouts. Championship leadership, he explains, isn't about flash or status. It's built on daily habits, strong relationships, and a team-first mentality that fuels performance over the long haul. Integrity is a recurring theme in Bernstein's message. Drawing parallels between sports and business, he emphasizes that true leaders are defined by how they win—not just whether they win. “Anyone can cheat,” he points out. “But being a champion is about doing things the right way, even when it would be easier not to.” That distinction between gamesmanship and character is where trust is built, and where long-term success takes root. In high-performing teams, the culture often mirrors that of the locker room. There's a shared commitment, a sense of personal responsibility, and an understanding that no one wins alone. Whether it's a quarterback investing in private coaching to stay competitive well into his 40s or a top-producing business executive building meaningful client relationships beyond the sales pitch, the edge comes from discipline, preparation, and a relentless work ethic. Bernstein often points to examples like Tom Brady—not because of his accolades, but because of the less visible effort that fueled them. While most people see the highlight reels, they don't see the nutritionists, neurologists, and sleep coaches behind the scenes. That level of commitment is what championship leadership requires: doing the work that others won't, without cutting corners, and without needing applause. In the business world, the lesson is the same. Top performers don't simply show up when it's convenient. They stay ahead by consistently executing the fundamentals. They invest in their teams. They show up with curiosity and ask questions. They visit their clients' operations in person. And perhaps most importantly, they build relationships that aren't transactional—they're built on trust and value. For leaders aiming to build stronger cultures, Bernstein encourages shifting the mindset from hiring the “best” people to hiring the right people. He recalls how legendary coach Pat Summitt built her championship legacy not by recruiting the top-ranked players, but by finding those who shared her values, work ethic, and team-first mentality. It's a powerful reminder that championship leadership begins with alignment—not just with skills, but with culture, attitude, and mission. Trust, according to Bernstein, isn't given. It's earned through behavior, consistency, and shared experience. It also requires a willingness to teach, not just manage. He recalls how Summitt saw herself more as a teacher than a coach—a subtle but powerful shift that cultivated loyalty, performance, and team cohesion. The idea that “will beats skill” echoes throughout Bernstein's work. While some athletes are born with undeniable gifts, most reach the top through effort, sacrifice, and resilience. It's the same for business leaders. Talent might open the door, but championship leadership is what keeps it open—and expands the path for others. Ultimately, leadership isn't about being the loudest voice in the room or the name at the top of the org chart. It's about showing up every day, doing the work, and holding yourself to a higher standard. Bernstein's insights serve as a reminder that greatness leaves clues—and that those clues are often hidden in plain sight. Watch the full episode on YouTube. Fordify LIVE airs every Wednesday at 11:00 a.m. Central across all social media platforms. New podcast episodes of The Business Growth Show drop every Thursday. About Ross Bernstein Ross Bernstein is a Hall of Fame keynote speaker and the best-selling author of nearly 50 sports books. With over 25 years of experience studying championship teams, Ross shares powerful insights on leadership, integrity, and performance drawn from thousands of interviews with elite athletes and coaches. His signature program, The Champion's Code, explores the DNA of what makes great teams and individuals successful—both in sports and in business. Ross has spoken on all seven continents to audiences ranging from Fortune 500 companies to global associations, delivering high-energy presentations that challenge leaders to think differently and lead with purpose. To learn more about Ross Bernstein and his speaking programs, visit www.RossBernstein.com. About Ford Saeks Ford Saeks is a Business Growth Accelerator with over two decades of experience helping businesses—from startups to Fortune 500s—generate over a billion dollars in sales. As President and CEO of Prime Concepts Group, Inc., he specializes in helping organizations attract loyal customers, expand brand awareness, and ignite innovation. An accomplished entrepreneur, Ford has founded more than ten companies, authored five books, holds three U.S. patents, and is widely recognized for his expertise in AI-driven marketing and strategic growth. He recently spoke at the Unleash AI for Business Summit, where he showcased how AI is reshaping business operations and customer engagement. Learn more at ProfitRichResults.com and watch his TV show at Fordify.tv.

Check out the TIES Sales Showdown at www.tx.ag/TIESVisit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-listTo listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening.Connect with us on Facebook at https://www.facebook.com/saleslabpodcastConnect with us on Linkedin at https://www.linkedin.com/company/thesaleslabSubscribe to The Sales Lab channel on YouTube at  https://www.youtube.com/channel/UCp703YWbD3-KO73NXUTBI-Q 

In Episode 143 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Ansley Hoke, Senior Vice President of the Integrated Solutions Group at ScanSource, to discuss “stickier” solutions that VARs and ISVs can offer to merchants. Among the topics discussed are connected devices, IT aggregation, AI, and mobile device management. Hoke also shares insights into her leadership journey including how leaders need to understand “the power of pause.” “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org. The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, grocery, and cannabis verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org.

In Episode 142 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with John Giles, President of ISV Round 2 POS, to discuss the retail IT VAR of the future. Giles begins with a tour of his VAR company, Butler Business Systems in Butler, PA, and then provides his thoughts on designing a “VAR for our kids' generation,” why he continues to bet on the channel, expected business model changes for VARs and ISVs, and actions resellers should take so they are a VAR of the Future. “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org. The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, grocery, and cannabis verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org. 

What if the very thing you're hiding is the key to your greatest strength?In this episode of the Dads Making a Difference Podcast, Cam sits down with Brian Seim, Christian, husband, father of five, and founder of the Kingdom Family Leader movement, to talk about breaking isolation, facing your past, and surrounding yourself with the kind of men who sharpen you for life and legacy.Brian opens up about his own journey, growing up with an absent father, navigating personal struggles, and learning that vulnerability is not weakness but the starting point for true leadership. From years in coaching and masterminds, he's learned that success without connection leaves men feeling empty, and that the path to fulfillment starts with owning your story and inviting others into it.This conversation will challenge you to:Identify the real reason you might be isolating yourselfEmbrace the power of brotherhood and authentic conversationsUnderstand the difference between coaching and a true mastermindBuild a support network that calls out your blind spots and celebrates your winsBalanced Dad Blueprint Connection:Peak 1: Foundation – Strong Body, Clear Mind → The mental clarity and emotional resilience that comes from dropping the maskPeak 2: Alignment – Purposeful Priorities → Surrounding yourself with men who help you align actions with your valuesPeak 3: Legacy – Lasting Impact → Modeling openness, trust, and integrity for your family and communityIf you've ever felt the pressure to “have it all together” while silently struggling, this is your call to step out of isolation and into a trusted circle of men who will help you grow.

In Episode 141 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with COCARD's Dan Brattland to discuss leadership communication best practices. Among the topics discussed are how to teach effective communication throughout your organization, how to establish credibility, the importance of preparing and asking questions, and why you should keep your team “in the information loop.”  “The Trusted Advisor,” powered by the Retail Solutions Providers Association (RSPA), is an award-winning content series designed specifically for retail IT VARs and software providers. Our goal is to educate you on the topics of leadership, management, hiring, sales, and other small business best practices. For more insights, visit the RSPA blog at www.GoRSPA.org.  The RSPA is North America's largest community of VARs, software providers, vendors, and distributors in the retail, restaurant, grocery, and cannabis verticals. The mission of the RSPA is to accelerate the success of its members in the retail technology ecosystem by providing knowledge and connections. The organization offers member-to-member warm introductions, education, legal advice, industry advocacy, and other services to assist members with becoming and remaining successful. RSPA is most well-known for its signature events, RetailNOW and Inspire, which provide face-to-face learning and networking opportunities. Learn more by visiting www.GoRSPA.org.

Send us a textIn this episode, I sit down with Maria Natapov, step-parenting and co-parenting coach, and facilitator of the BeH2O® framework, to explore how parents can work together — even after separation — to give their children the best chance to thrive.Maria shares practical, foundational communication strategies to help you collaborate with your child's other parent, reduce conflict, and create an environment where your kids feel safe, supported, and free from stress. She touches on the importance of discovering your deeper “why” in parenting — and how that clarity can guide your interactions, improve relationships, and bring more purpose into every area of your life.In my questions to Maria, I want to know the hard stuff: How do we do this with difficult co-parents? What do we do when there are issue that come up that aren't in our divorce decree? What if the other parent refuses to attend a joint program like this? Let's dive in!If you've ever wondered how to navigate co-parenting with less tension and more teamwork, this conversation will give you tools, hope, and a clear path forward.*About Maria: Maria is a Stepparenting and Co-Parenting Expert and Trusted Advisor to Divorce Professionals, Financial Advisors, and Parenting Coaches and Vice Chair of The Sparrow Collective, a non-profit dedicated to creating supportive housing for women and children going through divorce.Maria offers a caring and playful coaching approach, empowering clients to blend their families with joy and confidence. As a daughter of divorced immigrant parents and a stepparent herself, she understands the unique communication challenges in blended families and the importance of innovative support systems.Using the BeH2O methodology, a signature 4-step energy-focused process, and Rapid Resolution Sessions, Maria helps divorced parents and stepparents transition from chaos to harmony. She strengthens caregivers' values, fosters partner alignment, and builds and strengthens connection with children and stepchildren.Maria has supported numerous families through her VIP Stepparenting Breakthrough and model and her podcast, Synergistic Stepparenting. Learn more at www.SynergisticStepparenting.com.Here's the link to register and learn more about *BeH2O® Drop-In Class*:https://app.acuityscheduling.com/schedule.php?owner=20831266&appointmentType=80433790Connect with her here: website: https://SynergisticStepparenting.comLinkedIn: https://www.linkedin.com/in/synergisticstepparenting/Facebook: https://www.facebook.com/maria.natapov/Support the showEmail: Allison@radiatenrise.comFree 30 Min Root Cause Call Join Radiate and Rise Together - Survivor Healing Community for Women To send a DM, visit Allison's profiles on Instagram and Facebookhttps://www.instagram.com/allisonkdagney/https://www.facebook.com/allisonkdagney/To learn more about my Programs visit the websitewww.radiatenrise.com*Formerly (The Emotional Abuse Recovery Podcast)

Have you ever wondered what happens when you break someone's trust and how you can ever rebuild it? Welcome to an exciting new episode of The Ripple Effect Podcast. I'm Steve Harper, and today's conversation will change the way you think about trust. My good friend Scott Carley, a trust-building and leadership rockstar, is here to talk about his powerful new book, Can I Trust You? Scott shares his personal story of losing trust and painstakingly rebuilding it, revealing hard-won lessons on how to cultivate trust that lasts. Also known as The Change Energizer, Scott Carley is a sought-after Motivational Keynote Speaker, Business Consultant, and Trusted Advisor, renowned for his dynamic approach to leadership. With his Trust Credit Score™ framework, Scott is helping leaders, teams, and organizations accelerate the speed of cooperation, rebuild fractured reputations, and create elite high-trust teams. Over the years, he has coached thousands of CEOs and leadership teams across all 50 states and nine countries, driving measurable breakthroughs in performance, productivity, and profitability. As the author of Can I Trust You?, Scott ignites a timely conversation about the hidden force driving success in today's workplace: trust. His mission is to empower success-driven leaders, helping them achieve their biggest goals again and again. So, take a minute to pause and reflect. Are you struggling to mend broken trust in your relationships, your team, or as a leader? Put on your earphones, press play, and discover how trust influences every aspect of your life and business. Listen now and start rebuilding trust one step at a time!   Ripple with Scott Carley  Website: http://www.scottcarley.com/ LinkedIn: linkedin.com/in/scarley   Ripple with Steve Harper Instagram: http://instagram.com/rippleon Facebook: https://www.facebook.com/rippleon X: https://twitter.com/rippleon Website: http://www.ripplecentral.com    Stay in the loop by being a part of the Ripple mail list: https://ripplecentral.com/subscribe Be a Patron: https://www.patreon.com/SteveHarper Join our ever-growing community of Ripplers in The Pond: https://ripplecentral.com/pond    

What does it take to lead a 1,400-person organization while staying grounded, resilient, and connected to what truly matters? I sit down with Tim Lupinacci, CEO of Baker Donelson, to explore how he balances running one of the largest law firms in the U.S. with personal mental fitness practices, authentic leadership, and a vision for the future. Tim shares the pivotal moments that shaped his leadership philosophy, how reading and music fueled his early growth, and why he believes mental fitness is a competitive advantage in today's world. We also dive into how AI is reshaping the legal profession, the concept of micro-resilience, and how leaders can clear the path for others while taking care of themselves. Don't miss Tim's new book Everybody Leads, now available!   Show Notes 00:00 – Who is Tim Lupinacci? Family, faith, and leadership roots 02:00 – Growing up on the move: books, music, and self-discovery 05:00 – Building daily reading habits and why they fuel his leadership 07:00 – The importance of mental recovery for leaders 09:00 – How Tim stumbled into law and found a passion for problem-solving 11:00 – A tough lesson: the mistake that sparked his leadership journey 14:00 – The internal wrestling before stepping into the CEO role 16:00 – Launching "Baker Next" and overcoming early setbacks 19:00 – Staying the course through crisis and building team accountability 20:00 – The future of law and AI disruption 24:00 – Lessons from other industries and trusted advisor principles 27:00 – Tim's core leadership values and Disney-inspired analogies 31:00 – Mental fitness on the road: the state of his team in 2025 36:00 – Why mental health must be seen as a strategic advantage 40:00 – Writing his book and why everyone can lead without a title 47:00 – Micro-resilience: the power of small, consistent actions 50:00 – Daily journaling and framing each day for success 52:00 – Closing reflections on leadership, mental fitness, and impact   **** Release details for the NEW BOOK.   Get your copy of Personal Socrates: Better Questions, Better Life   Connect with Marc >>>  Website | LinkedIn | Instagram |   Drop a review and let me know what resonates with you about the show! Thanks as always for listening and have the best day yet! * A special thanks to MONOS, our official travel partner for Behind the Human! Use MONOSBTH10 at check-out for savings on your next purchase. ✈️ * Special props