Podcasts about trusted advisors

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 if your biggest breakdown became the start of your most powerful business breakthrough? In this week's episode of Lead Your Life, I sit down with Diane Cunningham Ellis, a powerhouse business coach, author of 12 books, and the unapologetic creator of the Masterpiece Mastermind. Diane's journey is one of courage, conviction, and calling. From surviving a literal plane crash to walking away from a marriage that no longer aligned with her purpose, she shares how choosing faith, fierce clarity, and bold self-leadership helped her transform her life, and turn her business into a movement. Together, we explore what it means to build a business as a faith-based female entrepreneur without hiding the broken pieces. Diane is proof that your story doesn't disqualify you, it qualifies you. Especially when you remember that you are, in fact, God's masterpiece. ☑️ What it really takes to lead after divorce, doubt, and fear ☑️ Why Diane almost gave up on her mastermind, and what God revealed instead ☑️ How your business can become a ripple effect of healing, legacy, and movement This conversation is raw, real, and faith-fueled, perfect for the woman who's ready to build with boldness, reclaim her story, and lead her business like the masterpiece she already is. Subscribe and listen now to remember what's possible when you lead your life in alignment with your calling. More About Diane: Diane Cunningham Ellis, M.Ed. is a Business Strategist, Courage Coach and Trusted Advisor with 25 years of experience teaching thousands of women.  She founded the National Association of Christian Women Entrepreneurs in 2010 and sold it in 2017. She offers private coaching, business consulting and masterminds for women who want to create profitable communities to scale their impact, influence and income.   She has a Masters Degree in Counseling, has written 12 books and is proud to have 12 years of recovery from alcoholism.  She is married to her retired FBI agent turned private investigator husband and has also survived a plane crash.  Website: https://DianeCunningham.com FB:  https://www.facebook.com/DianeCunningham YT:  https://www.youtube.com/@DianeCunningham LinkedIn: https://www.linkedin.com/in/dianecunninghamellis/   HOW I CAN SUPPORT YOU

In Episode 140 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with retail strategist Carl Boutet and channel expert Mike Monocello about their top takeaways from RetailNOW 2025, held July 27-29 at Caesars Palace in Las Vegas. Among the topics discussed are AI, data monetization, the ever-changing channel, technology diversity, managed services, and the next generation of retail IT channel leadership. “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 this episode of Mission Matters, host Adam Torres interviews Mark Musselman, Coach, Trusted Advisor, and Speaker at MX5 Consulting. Mark shares his deeply personal journey of taking over his family business at 30, enduring its bankruptcy during the 2008 financial crisis, and emerging with a renewed mission: to help business owners and executives break free from pretense, confront hard truths, and lead with clarity. His story highlights the value of coaching, the complexity of family dynamics in business, and why intentional succession planning is vital for long-term success. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Customer success professionals are often thrown into the deep end. They are told to act like trusted advisors, which includes driving adoption, building relationships, or uncovering growth opportunities without being given clear instructions or training on what to do.That's why I wrote The Strategic Customer Success Manager — and why I joined a recent webinar with CS Insider to provide some assistance to CSMs. We mainly focused on how to build more trusted relationships with clients and colleagues, and this post distills the key takeaways from that session. It will help you move from task manager to trusted advisor.You're operating as a task master and not even realizing itLet's get real: If your day is filled with sending “just checking in” emails, logging product bugs, or reacting to renewal reminders, you're operating as a task manager.A trusted advisor, on the other hand, earns a seat at the strategic table. Their customers typically don't ignore their messages or meeting requests. Why? Because they bring insights, not just unstructured agendas.The trusted advisor starts with the customer's business, not just their product usage.Three Ways to Uplevel Your Role1. Start with the Company, Not the ProductTypical CSMs say:“I noticed you haven't used Feature X.”Strategic CSMs ask (a Bob London disruptive question):“If your leadership team were sitting around a table, what's the number one priority they would be discussing?”The difference?By trying to understand your customer's business and internal pressures, you position yourself to tie product capabilities directly to business outcomes. And that's where value lives.2. Focus on Impact, Not Just AdoptionAdoption is typically a vanity metric - it doesn't tell the whole story. Just because users are logging in doesn't mean you're making a difference.Ask yourself:* Are we solving the problem they hired us to solve?* Is our solution affecting their key KPIs?* Can they prove ROI internally?Better yet — help them prove it. At Siena, we created an ROI calculator to show savings and outcomes tied directly to our solution. Customers took it and ran straight to their execs with it. It made renewal a non-issue.3. Be Customer + Company CentricBeing customer-centric is a foundational element of being a customer success professional. But being customer and company-centric takes you to another level to the strategic layer.This means:* Bringing well-framed feature requests to the product team, not just a wishlist.* Saying “no” the right way — with alternatives and rationale.* Understanding your company's priorities so you can balance the two worlds.Your product team, sales team, and execs will trust you more. And your customers? They'll thank you for helping them see the big picture. You just need to communicate this in the right way (I go into this more in chapter 17 of the book).Building Trust: The Real DifferentiatorTrust is the foundation of strategic customer success. And it doesn't just come from solving tickets.Here's what it does come from:* Disruptive questions: Ask questions that make you and your customer a bit uncomfortable. In the webinar, I share a story where I ask the question, “Is there anything you hoped I'd ask but didn't?” This leads to an outpouring of information from the customer that helped us secure a two-year renewal.* Extreme ownership: Take responsibility when SNAFUs occur - don't place blame. The customer doesn't care who caused the issue. They just want it resolved. Focus on that and get away from the blame game. Do you really think someone intended to mess up? Probably not. In addition, don't throw other departments under the bus.* Vulnerability: Saying “I need help” — to your colleagues is OK. Asking for assistance isn't demonstrating weakness. It's showing that you're strong enough to admit that you can't handle everything on your own. Being vulnerable also means letting your clients know more about who you are as a person. When you do this, they will do the same and it will deepen your relationship.* Consistency: Follow through on what you commit to. Words are words until you act. If you fail to follow up or show up consistently, you damage trust.* Candor + Care: Saying no, kindly but firmly, when needed. If you've built a strong relationship with your clients, built on value and trust, you've earned the right to push back from time to time. It's not about your customers liking you - it's about achieving their business outcomes. Sometimes the answer is “I'm sorry, but we just can't do that”.You're not their buddy. You're not their therapist (ok, maybe you are). You're their partner. That's what being strategic means.Your Personal Roadmap to Becoming StrategicYou don't become a trusted advisor overnight. Just like your product has a roadmap, you need one too.Start here:* Pick one challenging question (e.g., “From 1–10, what are the chances you'd renew tomorrow?”).* Practice it. Use it with 3 clients this month.* Review responses with your team. What worked? What didn't?* Layer in more strategic techniques from there.And always bring a “golden nugget” to every call — a story, insight, feature, or piece of data that adds unexpected value.Final Thought: It's Not a Title — It's a MindsetBecoming a strategic CSM isn't about waiting for a promotion or new role. It's about how you show up right now.Ask better questions. Prepare deeper insights. Balance your customer's needs with your company's goals. And never forget: you are the differentiator.Let's make “strategic” the new standard.Here is the full video from CS Insider and feel free to ask me questions here. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit chadhorenfeldt.substack.com

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

Send us a text00:00 – The market is in the mood for rate drops01:15 – The 'Vendor Price Discount Error'. Two reasons why there will always be a gap between the list price and the sale price (even in a boom)08:21 – What are the cheapest areas in Australia to buy a house?09:07 – The difference between a ‘Trusted Advisor' vs the ‘Overpromise & Undersell' AgentMy Clearance Rate: 12/12. Some even sold for $200K above reserve

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owners-trusted-advisor

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owners-trusted-advisor

In this episode of the Human Capital Lab podcast, hosted by Dr. Rich Douglas, we dive into the world of talent development with guest Ken Stockman. With an extensive background in IBM and a fresh perspective on learning versus performance, Ken shares his journey and expertise. Learn about the transition from traditional learning to performance-first learning, the importance of co-creation in training programs, and the nuances of global talent development. Ken also discusses the significance of adopting a consultative mindset and the future of talent development in aligning business outcomes with learning strategies. Tune in for valuable insights and practical strategies to elevate your talent development initiatives. Don't miss this engaging conversation that could reshape your approach to learning and performance in the workplace.00:00 Introduction to the Human Capital Lab Podcast00:26 Meet Ken Stockman: A Journey in Talent Development02:49 Ken's Transition from IBM to Retirement05:26 The Shift from Learning to Performance10:59 Becoming a Trusted Advisor in Talent Development16:29 Continuous Development for Talent Developers19:23 Engaging Learners in Program Development20:41 The Importance of Needs Analysis22:53 Commitment and Performance Expectations26:22 Global Perspectives on Talent Development27:14 Cultural Sensitivity in Learning Programs29:54 Leveraging Cultural Differences for Growth34:40 Final Thoughts and NetworkingConnect with the Guest, Ken Stockman ;LinkedIn: https://www.linkedin.com/in/ken-stockman-mba-4185253/Connect with Rich Douglas; LinkedIn: https://www.linkedin.com/in/rich-douglas-92b71b52/ Connect with the Human Capital Lab;Website: https://humancapitallab.org/ Interested in Being a Guest? https://humancapitallab.org/podcast/

In Episode 139 of “The Trusted Advisor,” RSPA CEO Jim Roddy shares insights on the important leadership trait of justice. Justice: Don't advantage yourself, your family or friends at the expense of others. Seek first to understand before seeking to be understood. See the other person's viewpoint. “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. 

Yvonne Arnold reveals the no-BS truth about thriving in real estate. From firing bad clients to mastering financial freedom, this episode of The REI Agent Podcast delivers powerful insights every agent needs to hear.See full article: https://www.unitedstatesrealestateinvestor.com/the-no-fluff-approach-to-thriving-in-real-estate-with-yvonne-arnold/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Your Hosts: Mattias and Erica(00:19) - What to Expect from Today's Episode(00:24) - Mattias Hosts Solo: Guest Introduction - Yvonne Arnold(03:30) - Meet Yvonne Arnold: The No BS Coach(04:35) - Yvonne's Journey into Real Estate: Growing Up in the Industry(07:16) - Surviving Market Cycles: Lessons from Decades in Real Estate(09:18) - Debunking Interest Rate Myths and Market Realities(11:37) - Marketing as a Real Estate Agent: The Right and Wrong Ways(13:49) - Why Understanding Your Local Market Data is Crucial(15:53) - How Bad Marketing and Pushy Sales Tactics Hurt the Industry(19:25) - The Real Estate Cycle: Recognizing When the Market is About to Shift(20:42) - Why New Construction Inventory Matters More Than You Think(22:53) - The Trusted Advisor vs. The Flashy Salesperson: Which One Wins?(25:07) - When to Fire a Client: How to Avoid Toxic Relationships in Business(29:22) - Abundance Mindset vs. Scarcity Mindset: How to Thrive as an Agent(31:40) - Why Real Estate Agents Must Plan for Financial Freedom(33:08) - Should You Keep Working or Retire? The Decision Most Agents Face(33:54) - The First Steps for New Agents to Generate Leads and Build a Business(38:35) - Why Every New Agent Should Start on a Team(39:18) - Technology and AI in Real Estate: Why Agents Must Adapt(40:09) - Recommended Books for Real Estate Agents and Business Success(43:23) - How Real Estate Agents Can Use Tax Strategies to Build Wealth(45:58) - Final Thoughts: The Importance of a Strong Financial Foundation(46:20) - Where to Find and Follow Yvonne Arnold(46:55) - Closing Remarks and Outro(47:00) - Subscribe and Stay Connected with The REI Agent PodcastContact Yvonne Arnoldyvonnearnold.comFacebookInstagramLinkedInYouTube--Go to reiagent.com for more incredible content just like this!

Smoothly, professionally, I approach with "I really enjoyed your presentation on AI." Luckily, it's true, and Michelle gets that, so we had a great introduction, which led to lunch, a ping-pongy conversation, a friendship and this podcast. Wait until you hear about her foot and the subway door, her solo Odyssey in Asia, her lumpy bumpy road to her here and now.Michelle clarifies and illuminates each time she focuses on any idea. We are riding a tandem bike. But it's side-by-side, not front-and-back. Have a party with us, okay?

In this episode we talk about our Grand Opening, upcoming releases,  the elephant in the room, and Fanatics fest!

Episode 138 of “The Trusted Advisor” features four RSPA members discussing networking best practices for retail IT channel trade shows and conferences: Melissa McGrath of VAR Value Systems, Megan Farley of VAR Electronic Office, Crystal Barrineau of ISV OrderCounter, and host Christine Antonson of VAR Synovus. McGrath, Farley, Barrineau, and Antonson are graduates of the RSPA's Leading Conversations Bootcamp, an education program launched in 2024 to help women build the skills and confidence to moderate panels at shows and lead conversations inside their organizations. “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.

Want to stop chasing one-off gigs and start building predictable, recurring income? John MacAdam reveals how. He built his side hustle over 15 years while working full-time as an engineer — and eventually used it to launch a successful solo business. You can follow John's lead after hearing how he: Shifted from hourly rates to value-based pricing — and tripled his income Turned a $6K one-off project into a $5K/month retainer (still active 2+ years later) Positions himself as a trusted advisor, not just a task-doer Uses simple systems to build long-term client loyalty Turned early failures — like a “your app sucks” review — into growth and momentum Do you like what you're hearing? Consider giving it a caffeinated thumbs up. We'd really appreciate it! Need a little (and sometimes big) push to start and stay focused to grow your side hustle? Dive into my online Masterclass: How To Turn Your Thoughts Into Wanted Things. For the full show notes head on over to the home of Side Hustle Hero. https://www.sidehustlehero.com/153 Connect with John: LinkedIn John's Book - Sustainable Self Employment: Taking The Leap Connect with Joan: Instagram Facebook About Joan Be on the show! Tell us about your side hustle success story!    

In this episode, Dr. Jackie Meyer, CPA speaks with Christopher C. Papin, JD, CPA, a multifaceted professional with experience as a CPA, attorney, and insurance producer. They discuss the evolving landscape of accounting and client demands, the importance of a holistic approach to advisory services, and the changing perceptions of insurance. Chris shares insights on navigating the upcoming estate tax changes and the implications of new legislation. The conversation wraps up with rapid-fire questions and actionable advice for professionals in the field.

Struggling with stress, burnout, or emotional fatigue? It's time to train your mind like a muscle. In this empowering episode of Empower Yourself, host Sandy sits down with Andrew Tallents, Trusted Advisor, Conscious Leadership Coach, and Self-Coaching Expert, to explore practical strategies for building mental fitness. Learn how to create emotional resilience, develop self-awareness, and take charge of your inner narrative. Whether you're a leader, a learner, or simply seeking better balance, this episode offers insights that could transform the way you approach mental wellbeing. Tune in to TALRadio English on Youtube, Spotify & Apple Podcast.Host : SandyExpert : Andrew Tallents, Trusted Advisor, Conscious Leadership Coach, and Self-Coaching Expert#TALRadioEnglish #EmpowerYourself #MentalFitness #AndrewTallents #ConsciousLeadership #SelfCoaching #MentalWellbeing #MindsetMatters #BuildResilience #EmotionalStrength #TrainYourMind #LeadershipCoach #PodcastForGrowth #TouchALife #TALRadio

The Institute of Internal Auditors Presents: All Things Internal Audit  In this episode, Mike Levy sits down with Rania Bejjani to discuss what it takes for internal auditors to become strategic business partners. From mindset shifts and organizational alignment to building trust and influencing change, Bejjani shares insights grounded in global experience. The conversation covers the evolving role of internal auditors, essential competencies, and how to earn a seat at the table by becoming a catalyst for strategic value. HOST:Mike Levy, CIA, CRMA, CISACEO and managing principal, Cherry Hill Advisory   GUEST:Rania Bejjani, CIA, CGMA, Founder and CEO, RB Advisory & Consultancy  Former CAE at VEON, FirstGroup and Colt Technology Services Key Points Introduction [00:00–00:00:37] Defining Strategic Business Partnering [00:00:37–00:03:15] Trusted Advisor vs. Strategic Partner [00:03:15–00:06:05] Earning a Seat at the Table [00:06:05–00:07:45] Shifting from Problem Identifier to Problem Solver [00:07:45–00:09:40] Transformation Starts with Self-Assessment [00:09:40–00:12:21] Hiring for Mindset Over Skillset [00:12:21–00:15:33] Why Emotional Intelligence Matters [00:15:33–00:17:56] The Multifaceted Auditor [00:17:56–00:20:43] Transformation in Action [00:20:43–00:25:34] Overcoming Resistance and Changing Perceptions [00:25:34–00:29:28] Closing Thoughts [00:29:28–00:29:59] The IIA Related Content  Interested in this topic? Visit the links below for more resources: 2025 International Conference Global Internal Audit Standards Global Best Practice: Small Audit Functions, Large Audit Abilities   Visit The IIA's website or YouTube channel for related topics and more. Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer

What's the secret to building unshakeable trust with your customers—especially when you're not face-to-face and your product passes through layers before it ever reaches the end user? That question has been top of mind for me, and it's exactly why I was so excited to sit down with Lisa Schwartz, Chief Operating Officer of Mathematica, on the latest episode of the Delighted Customers podcast. If you've ever wondered how trust really forms—not just in simple transactions, but in complex relationships where intermediaries stand between your company and your customers—you're not going to want to miss this conversation. The little things we do, and the way we handle nuanced moments, can echo throughout an entire organization and set the tone for customer loyalty and business success. I invite you to join me and Lisa as we explore the real-world power of trust. Lisa brings together an incredible mix of deep research, operational leadership, and street-smart experience (from her PhD in Developmental Psychology to her days as a bartender, practicing personalization long before it was a business buzzword). I learned so much from her perspective—she simply “gets it,” blending science, practical application, and genuine emotional intelligence in a way that makes it easy to apply to any customer relationship, no matter your industry or selling channel. Here are three powerful questions we tackle together on the show: How can you demonstrate credibility and reliability when you don't actually control the front-line customer interactions? What are best practices for creating intimacy and lowering self-orientation in situations where direct access to the end user isn't possible? What kinds of small gestures truly move the needle in building lasting customer partnerships and loyalty? If these are questions you wrestle with—or you want to elevate trust inside and outside your organization—I hope you'll listen in. Subscribe to Delighted Customers on Apple Podcasts and Spotify, or find us on your favorite podcast platform. Your feedback and support mean the world to me, and I can't wait for you to experience what Lisa has to share! Meet Lisa Schwartz Lisa Schwartz, Ph.D., is the Chief Operating Officer of Mathematica, a leading research and data consulting firm committed to improving public well-being through evidence-based solutions. With academic roots in developmental psychology (PhD, University of Maryland, College Park), Lisa spent years progressing from project leadership to executive management at Mathematica. Since 2019, she has driven the company's customer experience strategy across all divisions, spearheading initiatives that blend data-driven objectivity with a client-centric approach. Lisa's expertise lies in translating academic research into actionable, scalable business practices, all while championing relational trust as the cornerstone of every client journey. Catch Part 2 of 2 with Lisa on Episode #139! Connect with Lisa Schwartz on LinkedIn. Show Notes and References Learn more about Mathematica: mathematica.org Explore the Gottman Institute's work on emotional bank accounts: gottman.com Read about the Trust Equation from “The Trusted Advisor”: trustedadvisor.com Meet Lisa Lisa Schwartz brings 20 years of research and leadership experience to her role as COO at Mathematica, where she guides operational strategy and advances customer experience initiatives. A passionate proponent of evidence-based solutions, Lisa is recognized for blending the objectivity of research with the empathy required for impactful client relationships.

In Episode 137 of “The Trusted Advisor,” RSPA CEO Jim Roddy discusses how vendors can appropriately manage channel and direct sales with Crystal Harrison, Vice President of Channel & Pre-Sales Solution Architects at Toshiba Global Commerce Solutions, and Tony Roy, President and Co-Founder of software provider Popmenu. Harrison and Roy share their best practice philosophies, strategies, tactics, and communication techniques to effectively work with both their internal sales teams and valued channel partners. “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.

 Note: This is Part 1 of a 2-part series What does it take to create an onboarding experience so powerful that clients can't imagine working with anyone else? For executives and customer experience leaders, the onboarding process is much more than an administrative formality—it's the first date, the pivotal moment when a client decides whether to pursue a deeper relationship or walk away. In this episode of the Delighted Customers podcast, Mark Slatin sits down with Lisa Schwartz, COO of Mathematica, to unpack the psychology and structure behind onboarding experiences that build trust, foster loyalty, and drive business results. Lisa draws from her unique blend of research expertise and executive experience to reveal why onboarding is critical for long-term client engagement and how intentional, personal touches can transform a standard process into lasting advocacy. Why listen to Lisa Schwartz? With a PhD in psychology from the University of Maryland and two decades at Mathematica, Lisa bridges academic rigor with operational excellence. She's led the company's customer experience transformation since 2019, skillfully adapting evidence-based practices to real-world client relationships. Lisa's passion for humanizing business, her practical analogies, and her research-backed strategies ensure takeaways for leaders seeking meaningful change in their organizations. Here are three provocative questions Lisa addresses in this insightful conversation: Why does the typical “welcome email” fall drastically short of what true onboarding should accomplish? What are the most common myths and pitfalls organizations fall into when designing onboarding experiences? How can customer experience leaders use psychological principles—like trust building and emotional “deposits”—to foster client relationships that last for years? Don't miss out! Listen to Lisa's episode of the Delighted Customers podcast and subscribe to get every new insight. Find the show on Apple Podcasts and Spotify, or on any of your favorite podcast platforms. Meet Lisa Schwartz Lisa Schwartz, Ph.D., is the Chief Operating Officer of Mathematica, a leading research and data consulting firm committed to improving public well-being through evidence-based solutions. With academic roots in developmental psychology (PhD, University of Maryland, College Park), Lisa spent years progressing from project leadership to executive management at Mathematica. Since 2019, she has driven the company's customer experience strategy across all divisions, spearheading initiatives that blend data-driven objectivity with a client-centric approach. Lisa's expertise lies in translating academic research into actionable, scalable business practices, all while championing relational trust as the cornerstone of every client journey. Catch Part 2 of 2 with Lisa on Episode #139! Connect with Lisa Schwartz on LinkedIn. Show Notes and References Learn more about Mathematica: mathematica.org Explore the Gottman Institute's work on emotional bank accounts: gottman.com Read about the Trust Equation from “The Trusted Advisor”: trustedadvisor.com Meet Lisa Lisa Schwartz brings 20 years of research and leadership experience to her role as COO at Mathematica, where she guides operational strategy and advances customer experience initiatives. A passionate proponent of evidence-based solutions, Lisa is recognized for blending the objectivity of research with the empathy required for impactful client relationships.

In Episode 136 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks leadership with Steve Casteel, the President of VAR/ISO Payteva. Among the topics discussed are strategies to build an ownership culture inside your organization, the importance of investing time and money supporting local groups, why pushy sales tactics don't work, and how humility enables leadership growth. “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.

Are you losing potential owner leads after the first call? Discover the crucial mistakes property managers make when speaking with potential owner-clients and learn how to transform those conversations into lasting partnerships. Jen Merritt of RentScale joins us to reveal the art and science including specific language cues that build connection, and the follow-up strategies that truly resonate.   Feel the frustration of missed opportunities? Jen shares powerful insights on avoiding the dreaded "show up and throw up" approach and instead, creating genuine rapport. Learn how to earn a prospect's trust and address their specific pain points, turning initial inquiries into committed clients.   Plus, hear an unbelievable story of Jen's extreme dedication to winning over a key owner-client. This episode is packed with actionable advice to help you stop leaving money on the table and start converting more owner leads with authenticity and impact.  RentScale - Helping property management companies grow faster and smarter by mastering the new owner-client acquisition process.   Lead Simple - manage more doors with less stress using LeadSimple   Property Manager Websites - the highest performing property management website in the industry   Rentvine - the property management software you can trust   NARPM Orlando Event: Register here   PMbuild - Marc's education for property managers   Join Marc's new property management Facebook group This podcast is produced by Two Brothers Creative.

In this episode of the Men of Influence Podcast, host Tim Holloway sits down with Dr. Darren Mazepa: a second-generation chiropractor with 30 years of experience, a heart for people, and a story that blends punk rock roots with profound professional wisdom. Darren shares how he went from being a hardcore frontman with a Mohawk to becoming the “village guru” of his hometown, leading a thriving chiropractic practice built on authenticity, love, and alignment.Together, Tim and Darren unpack what it means to build a values-based, people-first business culture, where your team is family and your clients are treated like gold. Darren reveals his journey of learning to prioritize balance over burnout, recounting the pivotal season where personal loss and chronic pain forced him to reevaluate everything. What followed was a decision to restructure his life and practice, hire aligned team members, and create space for family, rest, and personal health.From lessons in leadership and financial freedom, to overcoming fear-based management and healing your relationship with money, this conversation is packed with wisdom for entrepreneurs, doctors, and any man on a mission to lead with integrity and live on purpose.“Treat yourself like you would treat your best friend. Be kind to yourself. Nobody's harder on me than me, and sometimes, we crash not because we're weak, but because we refused to rest.” — Dr. Darren MazepaLearn more about Tim through the following links:FacebookPodcasting group

Mark Cox is the Founder of In the Funnel Sales Coaching and one of the most trusted voices in B2B sales leadership. With over 20 years of experience leading complex sales and building high-performance teams, Mark is on a mission to elevate the sales profession through integrity, process, and repeatable strategies. His no-fluff, practical approach empowers professionals to build trust, close more business, and fall in love with selling again.SHOW SUMMARYIn this episode of the Selling from the Heart Podcast, Larry Levine and Darrell Amy are joined by Mark Cox, founder of In the Funnel Sales Coaching and author of Learn to Love Selling. Together, they explore what it really takes to build a successful, heart-centered sales career. Mark shares why authenticity matters more than ever and explains how cultivating a growth mindset, lifelong learning, and a consultative approach creates lasting success. Through personal stories and real-world tactics, this conversation equips sales professionals to confidently navigate change and connect more deeply with clients.KEY TAKEAWAYSAuthenticity in Sales – Showing up as your true self builds credibility and trust with clients.Always Be Learning – Growth-minded salespeople thrive by consistently improving their skills and knowledge.Consult, Don't Just Close – Reframe your role from “seller” to “trusted advisor” to deepen value.Reframe the Challenge – Changes in the market are chances to offer fresh solutions.Personalized Outreach Matters – Research and preparation elevate your sales conversations. HIGHLIGHT QUOTES“We have to be learn-it-alls, not know-it-alls.”“Sales is a noble profession, and that's why I'm glad you wrote this book, Learn to Love Selling.”“These just can't be words. If you're going to use ‘trusted advisor,' you have to back it up.”“You may be selling the same product, but the problem is different—and the solution must be reframed.” 

In this bonus add-on to episode 477 of Relentless Health Value, host Stacey Richter revisits a decade-old conversation with trust expert Charles Green, founder of Trusted Advisor Associates. Green discusses the intricacies of building and maintaining trust in healthcare, emphasizing four key trust principles: client focus, collaboration, long-term relationships, and transparency. The discussion highlights the challenges within the healthcare industry, compounded by conflicts of interest and transactional dynamics. Green underscores the importance of individual actions and leadership in fostering trust, advocating for empathetic listening and genuine curiosity about others as foundational behaviors. === LINKS ===

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Matt Maloney, SVP of Global Sales at Fireblocks. The discussion dives deep into Matt's background in B2B sales, his journey into the world of cryptocurrency, and how Fireblocks is revolutionizing blockchain security. Matt shares insights on the importance of adaptable, coachable sales teams and the application of traditional sales disciplines to new and emerging markets. The conversation also touches on strategic decision-making when entering new markets, the relevance of a strong ideal customer profile, and how foundational sales processes like MEDDPICC contribute to scaling success. The episode concludes with a nod to the influential book 'Inside the Tornado' by Geoffrey Moore and its relevance to Fireblocks' strategy.ADDITIONAL RESOURCESLearn more about Matt Maloney:https://www.linkedin.com/in/matt-maloney-75698/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:13] Matt Maloney's Journey into Crypto[00:02:55] Understanding Fireblocks and Blockchain[00:06:36] The Role of Stablecoins[00:10:28] Security Challenges in Crypto[00:23:18] Adapting Traditional Sales Disciplines to Emerging Markets[00:34:44] Mitigating Risk in Emerging Markets[00:35:07] The Importance of Continuous Development[00:37:11] Building Trust and Credibility[00:38:07] Characteristics of Successful Salespeople[00:39:41] Company Responsibility in Employee Development[00:41:02] Aligning Company Goals with Sales Strategies[00:46:05] Avoiding Shiny Object Syndrome[00:48:36] The Role of Ideal Customer Profiles[00:49:43] Lessons from Mentorship and Experience[00:58:00] The Innovator's JourneyHIGHLIGHT QUOTES"Your job is to figure out hitting the number and making sure you're calibrating your resources, that you hit the number, because that's foundation to our jobs as sales leaders.""If you can be part of a disruptive movement... it could be game-changing.""You need people that are coachable that will take the time to listen and learn about what this market is."

What if your next big client isn't ignoring you—they just don't understand you yet?In this powerful conversation, Greg Chick unpacks the mindset shift that turned his decades of sales rejection into a system of trust, clarity, and sustainable client growth.This isn't just about financial services—it's about the universal moment where we realize: people don't buy because they're not sold... they buy because they're finally clear.If you've ever felt stuck chasing leads, wondering why great conversations aren't converting—this episode will completely reframe how you think about rejection, follow-up, and building real relationships in business.

#271 Kevin Dineen is the founder of Structure and the St. Louis Fitness Conference. He got his start at Equinox before launching his first training space—a modest 150 square foot facility in New York City. From those humble beginnings, Kevin built a multi-location business, trained high-level clients (including celebrities), and relocated to St. Louis, where he continues to serve his local community. In this conversation, we cover: Kevin's journey from trainer to founder Lessons from working with ultra-successful clients How to stand out in fitness through hospitality Becoming a trusted advisor in a noisy industry The communication skill that elevates everything else Connect with Kevin: Coach Kev's IG STL Fitness Conference

Most designers stay stuck delivering “pretty” work… because that's how they've been positioned from day one. But the real opportunity? Repositioning yourself as a strategic partner who drives business outcomes—not just aesthetics.In this episode, we unpack the mindset shift that turns designers into indispensable advisors. We cover how to stop getting typecast as the vendor, and start entering conversations as the expert who can help clients make better decisions, avoid costly mistakes, and move their business forward.You'll learn how to reason from first principles, apply investor-style thinking, and uncover hidden leverage in industries you already serve—so you can charge more for your thinking, not just your time.We also break down how to use simple, low-risk conversations to build intellectual property, create new offers, and reposition yourself in markets that value strategy over surface.If you're ready to stop being seen as “just the designer” and start getting paid like the partner your clients actually need—this episode is your blueprint.Want help building a more profitable design business? Book a 1:1 strategy call here — https://www.profitabledesigner.com/scheduleFollow me on Instagram for daily content, marketing tips, and podcast updates — https://www.instagram.com/profitabledesigner/

Send us a textFrom the moment you meet Julia Duthie, you're struck by her natural optimism and what she calls her "champion hustler" spirit. Behind her success as a bestselling Author, Podcast Host, and Trusted Advisor lies an extraordinary journey that began on "Dogbone Street" - a road nicknamed for its distinctive shape with two roundabouts resembling a dog bone.Growing up in challenging circumstances, Julia essentially raised herself, developing remarkable resourcefulness at a young age. "What do you do when you're 7 with a broken toe and no parents around? How do you handle nits when there's no one to help?" These experiences, chronicled in her memoir "The House on Dogbone Street," taught her to connect with people, find creative solutions, and maintain an unshakeable positive outlook.Music became Julia's escape. Like many children of the 70s and 80s, she'd record the Top 40 charts, carefully editing out advertisements. Her passion evolved into a ten-year musical career, beginning when a kind music shop owner named Guy allowed her to borrow a bass guitar. Julia progressed through bands including The Innocent Bystanders and The Colour Red before being signed as a solo artist.Physical challenges have also shaped Julia's path. After suffering two prolapsed discs in her 20's, doctors told her she'd never play sports again. Working with her physiotherapist Dean, she's defied those limitations and now enjoys pickleball and kayaking, with tennis remaining her ultimate goal. This physical journey mirrors her broader life philosophy of refusing to be defined by limitations.Perhaps most remarkable is Julia's journey toward authentic self-expression. At age 50, through therapy, she embraced her true identity. Despite having a wonderful relationship with her ex-husband (who remains important in her life), Julia had always known at a fundamental level that she was gay. Finding the courage to live authentically led to her current relationship and deep personal fulfillment.Julia's guiding philosophy comes from Carl Jung: "I am not what happened to me. I am what I choose to become." Her advice? "Seek out people that you energetically chime with and that make you feel good. There's 8 billion of us to play with."Discover Julia's podcast "People Are Everything" wherever you get your podcasts, where she explores the 5 people who made her guests who they are today - a perfect reflection of her belief in the transformative power of human connection.Tune in next week for more stories of 'Distinction & Genius' from The Good Listening To Show 'Clearing'. If you would like to be my Guest too then you can find out HOW via the different 'series strands' at 'The Good Listening To Show' website. Show Website: https://www.thegoodlisteningtoshow.com You can email me about the Show: chris@secondcurve.uk Twitter thatchrisgrimes LinkedIn https://www.linkedin.com/in/chris-grimes-actor-broadcaster-facilitator-coach/ FaceBook Group: https://www.facebook.com/groups/842056403204860 Don't forget to SUBSCRIBE & REVIEW wherever you get your Podcasts :) Thanks for listening!

In this episode of The Faces of Business, Tobey Wyatt, Executive Advisor at Motherlode Consulting, will share how a trusted advisor can transform a CEO's ability to drive business success, reclaim valuable time, and achieve sustainable growth.    Tobey is a strategic operations expert with experience spanning Fortune 100 companies and high-growth startups. Through her work at Motherlode Consulting, she helps CEOs reduce operational burdens, enhance leadership effectiveness, and implement systems that drive measurable business impact.    With a background as Chief of Staff at Boeing and USAA, Tobey has been instrumental in creating scalable operational strategies, fostering leadership development, and improving business efficiencies. Her expertise in leadership, financial operations, and productivity enhancement has empowered numerous organizations to navigate complex challenges with confidence.    Check out the Blog post here: The Quantifiable Impact of a CEO's Trusted Advisor   Thanks for taking the time to listen today.   Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed.    Find out more about Damon when he's not working.  @damonpistulka on Instagram, or Damon Pistulka on Facebook.      More information on building businesses you can sell or succeed and the Exit Your Way method on our website   Email us for more information info@exityourway.com 

Where does creativity fit into compliance? It can be found in more places than you might expect. Problem-solving, accountability, communication, and connection – they all take creativity. Join Tom Fox and Ronnie Feldman on Creativity and Compliance, part of the award-winning Compliance Podcast Network. Ronnie's company, Learnings and Entertainment, utilizes the entertainment devices people use to consume information in their everyday, non-work lives and applies it to important topics around compliance and ethics. It is not only about being funny. It is about changing the tone of your compliance communications and messaging to make your compliance program, policies, and resources more accessible. In this episode, Tom and Ronnie discuss the evolution of compliance roles from merely cleaning up messes to becoming integral business advisors and coaches. They emphasize the necessity of showcasing value through proactive, positive communication and using creative, engaging methods. They highlight insights from the Global Ethics Summit and delve into the importance of humor, human connection, and innovative compliance training and interaction approaches. The episode points out the importance of transitioning compliance perceptions within organizations and offers practical, cost-effective ways for compliance officers to engage, educate, and support their colleagues. Key highlights: From Cleaning Up Messes to Becoming Advisors The Role of AI in Compliance Advertising Your Role as Advisors Using Humor and Creativity in Compliance Engaging Communication Strategies Low-Cost, High-Impact Compliance Ideas Resources:  Ronnie Ronnie Feldman (LinkedIn) Learnings & Entertainments (LinkedIn)  Ronnie Feldman (Twitter) Learnings & Entertainments (Website) Compliance Confessions – inspired by “Mean Tweets” these 90-second commercials address misconceptions and excuses to promote speak up culture and the E&C team as positive and helpful. E&C Training Jams – a soulful singer banters with ethics & compliance explaining policies, sharing examples and debunking excuses.  Tales from the Hotline – Real speak up-themed stories about workplace behavior gone wrong. Workplace Tonight Show! – E&C meets SNL Weekend Update explaining corporate risk topics and why employees should care. 60-Second Communication & Awareness Shorts – A variety of short, customizable, music and multimedia, quick-hitter “commercials” promoting integrity, compliance, speaking up and the E&C team as helpful advisors and coaches. Custom Live & Digital Programing – Custom creative programming that balances the seriousness of the subject matter with a more engaging delivery. After all, you can't bore people into learning.  Tom Instagram Facebook YouTube Twitter LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 135 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks leadership with two startup founders/CEOs: Philip Wegner of TechGrid and Shawn Harris of Coworked. Among the topics discussed are the differences between leading at an established company vs. a startup, how to navigate early-stage turbulence, and how to establish and maintain a “democratic but decisive” leadership style. “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. 

Join host Sandy in a powerful conversation with Andrew Tallents, Trusted Advisor, Conscious Leadership Coach, and Author, on the true meaning of Accountability in Leadership. Discover how holding yourself and others accountable builds trust, drives performance, and fosters growth. Whether you're leading a team or leading your life, this episode offers tools to strengthen your self-awareness and impact. Tune in to TALRadio English on Spotify and Apple Podcast, let leadership begin with you.Host : SandyExpert : Andrew Tallents#TALRadioEnglish #LeadershipMatters #Accountability #EmpowerYourself #AndrewTallents #LeadershipDevelopment #SelfCoaching #MotivationalTalk #ConsciousLeadership #GrowthMindset #PodcastEpisode #LeadershipTools #LeadWithIntegrity #TouchALife #TALRadio

Henrik Wenoe and Dr. Joseph Riggio, authors of the international bestseller Satisfaction Selling: How to Become a Trusted Advisor in High-Value Complex Sales and Build … Read more The post Satisfaction Selling: How to Become a Trusted Advisor in High-Value Complex Sales appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.

What does it take to build a thriving ag business from scratch—and do it with intentionality every step of the way? In this powerful episode, host Mark Jewell is joined by Wendell Koehn, founder of Top Ag, for a real and relatable conversation on leadership, culture, and what it means to truly serve others in the ag space.Wendell opens up about the early challenges of launching a seed business in a new region, how he almost gave up, and what shifted everything. He shares the philosophies that drive his work, the way he builds culture on a small team, and the deep sense of purpose that fuels his mission to help others succeed. Whether you're a founder, sales leader, or aspiring to lead with greater intention—this is one you'll want to revisit.Key Takeaways:

Send us a textThe most influential leaders aren't just great strategists - they're great storytellers. In this episode, we dive into why storytelling is the essential skill of the 21st century and how you can harness it to increase your influence at work and beyond.Whether you're an individual looking to level up your impact or part of an organization that wants to move people to action, storytelling can be your secret weapon. We've trained dozens of companies to become more effective storytellers - and we're sharing key insights from our training in this episode.If you're ready to unlock the power of story in your work, tune in. Then, take the next step by booking a free consultation to explore a custom storytelling training for your team.Additional ResourcesLearn how to tell powerful stories using Excel and PowerPoint with this courseGet 1:1 Power Presentations Coaching to become a Trusted Advisor in your organizationLearn more about the Pyramid PrincipleLearn how Executive Communication Training could increase your team's influenceConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

Are you intentional about who sits at your table of career success?In this thought-provoking episode, host Bernadette Boas dives deep into the essential relationships you need to fuel your career growth and personal transformation. She unpacks why creating a circle of influence—your own “Personal Board of Directors”—isn't just a nice-to-have, but a critical strategy for anyone determined to thrive at any stage of their journey.Challenges Professionals Face:Navigating corporate life or entrepreneurship without the right support systemConfusing the roles of coaches, mentors, advocates, and sponsorsFailing to seek or cultivate key relationships that impact advancement and opportunitiesStruggling to showcase your achievements or take the initiative for your own growthKey Talking Points:Why Relationships Matter: Relationships are central to career and personal success. Bernadette illustrates how they influence opportunities, insights, and your overall trajectory.Roles Defined:Coaches: Focused on performance, accountability, and short-term goal setting. May be internal, external, formal, or informal.Mentors: Offer guidance based on their own experience, helping you navigate processes, people, and decision-making. Typically less structured and ad hoc.Advocates: People within your organization who actively support and promote your accomplishments behind the scenes.Sponsors: Influential leaders invested in your advancement, leveraging their own power to champion your high-visibility projects and opportunities.Board of Directors: A carefully curated mix of all of the above, including those outside your professional sphere (friends, family, community leaders) for holistic advice.Debunking Myths: Coaching isn't just for “troubled” employees—it's a growth catalyst!Cultivating Relationships: Why building, maintaining, and giving back to your network provides career insurance at every level.Bernadette encourages listeners to “shed the bitches”—ditch self-doubt, fear, and hesitancy—to become the powerhouse leader you're meant to be. Whether you're 30 or 65, it's never too late (or early) to build the structures that will skyrocket your career and life.Connect with Bernadette:LinkedIn: @BernadetteBoasInstagram: @balloffirebernadettePodcast updates: Shedding the Corporate Bitch PodcastSHARE, LIKE, and FOLLOW the show on Apple Podcasts, Spotify, and YouTube.Tune in, take notes, and step up—your Power Circle awaits!Support the show

Send us a text In this high-impact episode of the Customer Success Playbook, hosts Kevin Metzger and Roman Trebon welcome Mary Schmid, MBA, a communication and leadership expert with a passion for rewiring how we listen. Mary reveals how to shift from surface-level exchanges to trust-building dialogues by embracing her "Conversational Edge" framework. Rather than defaulting to advice-giving, Mary urges professionals to pause and lean into connection-first listening. With a foundation in neuroscience, she explains how we unconsciously drop out of conversations every 12 to 18 seconds—and how to stay tuned in. If you think you're a good listener, this episode might surprise you.Detailed Analysis: This episode flips the script on what it means to be a "trusted advisor." Mary Schmid argues that client relationships are often eroded by a focus on proving expertise instead of demonstrating care. Using brain science as a guide, she introduces the idea that effective listening triggers the brain's trust response. Listeners are walked through a conversational sequence that begins with understanding the situation, moves into exploring the client's thoughts and emotions, and culminates in assessing the impact. The goal? Helping clients feel heard, not herded.Mary deftly explains how traditional expertise-driven dialogue creates power imbalances, pushing clients into defensive, disengaged states. In contrast, her approach taps into the oxytocin-powered trust circuit by creating psychological safety. The episode offers practical examples and humorous insights—including Kevin getting called out for zoning out every few seconds (we're looking at you, Kevin).For business leaders and customer success professionals, Mary provides a vital reminder: real influence stems from emotional connection, not intellectual superiority. When you guide a client into collaborative discovery, rather than corner them with solutions, you spark engagement and build lasting loyalty.Her parting wisdom? Respect begins with listening to connect, not correct.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Today I'm joined by someone that I met over 3 years ago. We connected on LinkedIn and ended up grabbing coffee a few different times. He & I talked a lot about life and business and realized we knew a lot of the same people. St. Louis is a small town at the core where everyone knows everyone. One of the times we met, he had been telling me about a new idea for a business venture that he and his business partner had. It ended up coming to life about a year and a half ago, so it's pretty cool to see this come full circle. My guest today is Clint Overton. He is a Founder & Managing Partner at Boardroom Bullpen & Co-Founder/Partner/COO at Mercury CRM Solutions.Clint's Bio:Professional Services Firm Founder. Executive Operator. Mentor. Salesforce Strategist.Clint Overton is a Trusted Advisor to Startups, Small and Mid Market Businesses offering a Unique Professional Services Platform that delivers the right resources at the right time and the right price. After a long and successful career as an executive professional with 20+ years of Executive Operations Leadership experience specializing in business transformation and delivering operational excellence in companies spanning INC 5000 to Fortune 100, Clint decided to bring his years of experience to help Founders and CEOs achieve their Vision and Goals.

Send us a textConsultants aren't born great presenters - they're trained. And you can be too. In this episode, we break down what truly sets consulting-style presentations apart. You'll learn how to lead with your recommendation (not a list of options), structure your message using the Pyramid Principle, and share insights - not just information. Plus, discover how to turn presentations into two-way conversations that build trust and drive decisions.Whether you're a brand-new consultant or just want to sound like one, this episode will help you show up with clarity, confidence, and impact.Additional ResourcesLearn how to use Excel and PowerPoint like a consultant with this courseGet 1:1 Power Presentations Coaching to become a Trusted Advisor in your organizationLearn how Executive Communication Training could increase your team's influenceJoin Strategy SprintConfirm consulting is right for you - join the Strategy Sprint consulting project (May 17-23); take $200 off until Friday, April 18 at 11:59PM PT Connect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.

In Episode 134 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks with Jim Hilton, Director of Networks and Connectivity at distributor BlueStar. Among the topics discussed are networking and connectivity opportunities for retail and hospitality VARs, what VARs need internally to seize these opportunities, how these technologies generate recurring revenue, and what's around the corner in networking and connectivity. “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 textRevolutionizing Fleet Management with Azuga: A Conversation with Chris JohnsonIn this episode of 'The Wireless Way,' the host welcomes Chris Johnson, Vice President of Business at Azuga, a Bridgestone company. The discussion delves into how fleet management solutions are transforming business operations and enhancing safety. Chris shares his journey, insights into the evolving telematics industry, and practical applications of advanced fleet tracking technologies. They explore the importance of strategic partnerships, the value of actionable data, and the emotional connections in business relationships. Personal anecdotes highlight the impact of these technologies on both business and personal safety.00:00 Introduction and Recent Successes00:22 Guest Introduction: Chris Johnson from Azuga02:00 Chris Johnson's Background and Career Journey03:46 The Evolution of Fleet Management Technology07:29 The Role of Trusted Advisors in Fleet Management08:40 The State of the Fleet Tracking Industry11:47 Leveraging Technology for Fleet Safety and Efficiency16:26 Engaging with Clients: Questions and Strategies21:50 Emotional Connection in Sales and Marketing24:06 The Importance of IoT in Fleet Management25:40 Challenges and Misconceptions in Fleet Tracking26:27 Target Markets and Ideal Clients30:06 Personal Stories and Real-World Applications35:00 Replacing Existing Solutions39:00 Final Thoughts and Relationship Building42:35 Conclusion and Call to Actionhttps://www.azuga.com/Support the showCheck out my website https://thewirelessway.net/ use the contact button to send request and feedback.

Topics include:  DC update: Latest news from Capitol Hill   Small business environment: Market trends and SMB outlook  Technical update: What you need to know to finish out busy season  Funding freezes and accounting: Implications for financial reporting, especially for not-for-profits     Speakers:   Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Mark Peterson, EVP, Advocacy, AICPA Melanie Lauridsen, VP, Tax Policy and Advocacy, AICPA   Tom Groskopf, Technical Director, Center for Plain English Accounting, AICPA  Gene Marks, President, The Marks Group 

In Episode 133 of “The Trusted Advisor,” RSPA CEO Jim Roddy shares his insights on Critical Thinking, both as an important leadership concept as well as the six-step Critical Thinking execution process.  Critical Thinking is the process of determining what you want to accomplish (the outcomes), evaluating what you know, and determining what actions must be taken to achieve that outcome:  Fully understand the philosophy and process of the best practices. Fully understand the situation. Clearly define the desired outcomes – business outcomes and emotional outcomes.  Detail your action plan.  Evaluate your plan.  Develop a contingency plan. “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. 

Dr. Amy D'Aprix, President and Founder of Lifebridge Strategies, talks about bridging the gap between the stages, changes, and events of life transitions, how life and money go hand in hand, using the right “script” in your interactions, the 3 levels of listening, why empathy is everything, and offers a tease of what's to come.Mentioned in this episode:Learn more at LifebridgeStrategies.com. Ask us how you can further deepen your client relationships through our Trusted Advisor of Choice practice elevation program.Lifebridge Strategies