Podcasts about trusted advisors

In Episode 156 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Shiv Sundar, the Co-Founder of ISV Esper, to discuss his journey leading a company from its startup phase to over $100 million in investments with hundreds of customers, partners, and team members. “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.

Book a workshop for your team: https://bit.ly/4egTU9DCassie Vaughn shares her journey from customer success to AI fluency, emphasizing the importance of AI as a co-pilot, building AI agents, and redefining the customer journey in SaaS. This episode offers practical insights for CS leaders aiming to integrate AI effectively and foster a culture of experimentation and growth.Chapters:00:00 The Journey of Customer Success Leadership02:45 Transitioning to Clay: A New Chapter06:10 Redefining Customer Success Roles09:09 The Evolution of Customer Success12:03 AI Fluency in Customer Success15:04 Building AI Fluency in Teams18:05 The Role of Trusted Advisors in CS21:09 Navigating AI Challenges Together27:14 Embracing Experimentation in Customer Success29:18 Building AI Agents for Enhanced Customer Support35:51 Overcoming AI Imposter Syndrome40:37 Redefining AI Fluency in Customer SuccessConnect with Cassie Vaughn: https://www.linkedin.com/in/cassiebrown/Connect with Anika Zubair: Website: https://thecustomersuccesspro.com/LinkedIn: https://www.linkedin.com/in/anikazubair/RevUP Academy™: https://thecustomersuccesspro.com/revupBook Anika as a speaker at your next team event: https://www.thecustomersuccesspro.com/team-eventWant to be my next podcast guest apply here: https://www.thecustomersuccesspro.com/podcast-guestDownload my freebies:https://thecustomersuccesspro.com/resources

In this honest, open, and reflective conversation, Sunday Times bestselling author, journalist, and podcast host Clover Stroud joins Mandy Manners, SHE RECOVERS Trusted Advisor and Coach, to discuss writing as a tool for recovery, letting go of shame through sharing our story, and how it can help as a way to connect with and help others.Clover talks about her process as a writer to connect with her emotions and how it has helped her through grief, motherhood, and change. She talks about what has shifted since becoming sober. How she has found it a powerful tool for creativity and connection. Clover discusses how her sister Nell inspired her sobriety journey in the years before she sadly died from cancer at the age of 46 in 2019. Together, Clover and Mandy discuss growing up in the UK in the 90s and the hedonism of that time, especially both growing up in the English countryside. They discuss what home means to them whilst living abroad, which was the subject of Clover's fourth book, The Giant on the Skyline, and how belonging may not necessarily be a place or a person, but a specific feeling. Clover talks about learning to find new ways to connect in sobriety through crafts and her Substack community. She discusses what being sober has given her in terms of connection with her children and her marriage, and how it is something she feels proud to talk about.About Clover:Clover Stroud is a Sunday Times bestselling writer, journalist, and host of her own podcast, Tiny Acts of Bravery. Her first book, The Wild Other, was shortlisted for The Wainwright Prize. Her critically acclaimed second book, My Wild & Sleepless Nights: A Mother's Story, and third book, The Red of My Blood, were instant Sunday Times bestsellers and rated amongst the best books of the year in which they were published. Her fourth memoir, The Giant on the Skyline, was published in May 2024. Having spent the past three years living in Washington, DC, with her husband and the youngest three of her five children, she recently returned to her UK home in Oxfordshire.https://www.cloverstroud.com/https://www.instagram.com/clover.stroudhttps://cloverstroud.substack.com/https://shows.acast.com/tiny-acts-of-braveryAbout Mandy:Mandy Manners is a certified life and recovery coach. A qualified coach supervisor, trainer, speaker, and author. She is a certified SHE RECOVERS Coach and Trusted Advisor for Education and Pedagogy for the SHE RECOVERS Foundation.https://www.mandymanners.com Resources Mentioned in Episode:https://sherecovers.org/recovery-storytelling-workshop/SHE RECOVERS Retreat: From Memory to MemoirLooking to heal with writing or recover with words?Find your voice, write your recovery, or begin your memoir on retreat with award-winning author and psychotherapist Ann Dowsett Johnston.Over 5 days in a cozy chalet in the maple forest of Québec, you'll explore healing through daily writing practice, embodied movement, nature, deep rest, and meaningful connection with like-hearted folks.Step into your story this autumn. Explore this retreat here.About SHE RECOVERS® FoundationSHE RECOVERS Foundation is a non-profit public charity and a global grassroots movement serving thousands of women and non-binary individuals in or seeking recovery from life challenges, including mental health issues, trauma, and substance use. SHE RECOVERS is dedicated to redefining recovery, inspiring hope, ending stigma, and empowering women to increase their recovery capital, heal themselves, and help other women do the same.If you found this conversation helpful and you are able, please consider donating to our lifeline organization or sharing it with others who may benefit. We would love to also receive your rating and review of the SHE RECOVERS Podcast on your favorite platform.Visit sherecovers.org to donate today. 

In Episode 155 of “The Trusted Advisor,” RSPA CEO Jim Roddy talks with RSPA General Counsel Atty. Jill Miller about contract landmines in today's reseller agreements, previewing her RetailNOW 2026 breakout session.  “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. 

Why do so many business owners feel they have to carry the weight of the world on their own? There is a commonmisconception that asking for help is a sign of weakness, yet in the world of professional sport, the highest performers wouldnever dream of working without a coach. This episode explores the transformative power of surrounding yourself with trustedadvisors who see the forest when you are stuck among the trees.I share my personal realisation that being an accountant is about far more than just tax and numbers. It is about becoming atrusted advisor who understands your deepest personal goals and helps you build a business that actually delivers them. Weunpack how to move from a generalist mindset to building an arsenal of experts who can help you tick off every item on yourbucket list.What You Will Learn:• Why the pride of doing it all yourself is holding your business back• How a coach or mentor provides the perspective needed to escape the day to day grind• What it means to move from a tax agent relationship to a trusted advisor partnership• Why your bucket list should be the primary driver of your business strategy• How to build a network of experts that covers everything from health to travel• What to look for when interviewing a potential business coach or mentorNotable Quotes:• It is less about asking for help and it is more about getting guidance.• You cannot be good at all those areas, so do not be afraid to reach out in the areas that are not your area of expertise.• The bucket list is nothing without you being able to actually achieve the bucket list.• Sometimes the vibe is just not there, and it is okay to change who you are dealing with to stay aligned.Key Takeaways:• Professional athletes use coaches to maximise their potential, and business owners should do the same.• A trusted advisor brings a wealth of experience from different industries that you can adapt to your own business.• Your personal goals and bucket list must be linked to your business budget and planning.• Building a circle of trusted experts makes achieving large goals, like a three month trip to Europe, much moremanageable.• It is essential to review your professional relationships regularly to ensure they still serve your evolving needs.For more resources on aligning your business with your life goals, download our episode workbook atbucketlistaccountant.com.au or via the link in these show notes.bucketlist#businesscoaching #trustedadvisor #accountant #mentorship #businessgrowth #lifestyleplanning #entrepreneurshipContact details:David Patterson on LinkedInThe Bucketlist Accountant: Because financial freedom shouldn't mean sacrificing your wildest dreams.Subscribe now and get ready to take control of your money and your life!Co-host: Anthony PerlProduced by: 'Podcasts Done for You'

Kate D'Addabbo shows agents how to protect clients, price with courage, improve presentation, defend their fees, and become trusted local experts who make stressful property decisions feel clearer, smarter, and more profitable for everyone involved.See article: https://www.unitedstatesrealestateinvestor.com/know-your-worth-own-your-expertise-and-sell-with-purpose-with-kate-daddabbo/(00:00) - Introduction to The REI Agent Podcast(00:31) - Meet Kate D'Addabbo: Luxury Specialist and Trusted Advisor(01:00) - Commercial Real Estate Skills That Shape Residential Strategy(02:00) - Design, Renovation, and Investment Thinking Come Together(03:06) - Why Buyers Must Stay Properly Positioned in the Market(04:06) - Record-Setting Profits, Design Instincts, and Buyer Psychology(04:56) - The Trusted Advisor Mindset in a Multiple-Offer Market(06:02) - Mattias Connects the Analytical Brain with the Creative Heart(07:07) - Kate's Unlikely Start from Want Ad to Commercial Real Estate(08:32) - Asking for More Responsibility and Finding Her Sales Path(09:31) - Cold Calls, Retailers, and the Power of Persistence(10:18) - Asking for What She Wanted and Landing a New England Account(11:24) - Learning from Lawyers, Engineers, Retailers, and Developers(12:16) - Stepping Back from Commercial Sales to Raise Her Children(12:56) - The 10,000-Square-Foot Money Pit That Became a Masterclass(13:43) - Mattias Reflects on Renovation Knowledge as a Client Advantage(15:06) - The 1,000 Percent ROI Secret of Paint(16:02) - Why Light, Bright Presentation Changes Buyer Perception(17:26) - Why Online Presentation Can Make or Break a Sale(18:12) - Managing Seller Expectations in a Shifting Market(19:50) - Why Agents Need to Remember How Stressful Moving Feels(20:34) - The Challenge of Honest Feedback When a House Is Not Selling(21:08) - Sales Agents Must Sell, Not Just Show(22:09) - Why Asking for the Fee Is So Hard for Agents(23:03) - Knowing Your Worth and Explaining Your Value Up Front(24:19) - If Agents Cannot Negotiate for Themselves, Who Can They Negotiate For(24:56) - The Hidden Value of a Smooth Transaction(25:55) - Why VIP-Level Experience Is What Clients Really Pay For(27:37) - The Power of Staying Rooted in Connecticut and Rhode Island(27:51) - Deep Local Expertise as the Agent's Greatest Advantage(29:00) - Taxes, Infrastructure, Employers, Schools, and Future Market Risk(30:11) - Coastal Risks, Insurance Challenges, Flooding, and Septic Costs(31:34) - Kate's Four Golden Nuggets for Agents(32:00) - Pricing and Presentation Make the Difference Between Yes and No(33:06) - Be the Expert from Day One to Closing Day(34:03) - Sharing Trusted Vendor Relationships to Build Credibility(35:41) - Kate's Book Recommendation: The Red Tent(37:06) - Where to Follow Kate D'Addabbo(37:32) - Closing Credits and Final DisclaimerContact Kate D'Addabbohttps://katedaddabborealestate.com/https://www.facebook.com/kate.daddabbo/https://www.instagram.com/kjdrealestate/https://www.linkedin.com/in/kate-d-addabbo-a49231283/Kate D'Addabbo reminds every agent that success is not built by chasing commissions. It is built by becoming the expert, protecting clients, asking for what you are worth, and showing up with the courage to tell the truth when it matters most. For more conversations that help agents build wealth, wisdom, and a better life, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl

In this engaging episode of MSP Business School, host Brian Doyle dives deep into the evolving roles of external leadership within managed service providers (MSPs). Focused on concepts like VCIOs and the newer roles of VCISOs and Virtual Chief AI Officers, Brian unpacks the complexities and contributions these positions bring to customer leadership hierarchies. Through personal anecdotes and professional insights, he shares valuable strategies on how MSPs can position themselves as trusted advisors and integral parts of their clients' success stories. Brian explores the challenges and opportunities of embedding MSP professionals into client leadership structures, stressing the importance of building trust, understanding organizational culture, and strategic alignment with business goals. In a landscape crowded with rapid technological changes and increasing cybersecurity threats, he advocates for MSPs to harness their market intelligence and AI insights to drive value for their clients. The episode is brimming with tactical advice on influencing without overstepping, understanding organizational dynamics, and leveraging industry expertise to strengthen client outcomes. Key Takeaways: Importance of Building Trust: Trust with customers is not instantaneous. It's a gradual process that requires consistent engagement and understanding of the client's business environment. Role Evolution in MSPs: The increasing significance of roles like VCISO and Virtual Chief AI Officer highlights the necessity for MSPs to adapt and integrate into broader strategic conversations. Effective External Leadership: Successful MSPs balance influence without authoritative control, remaining essential partners while avoiding entanglement in organizational politics. Strategic Alignment: Understanding clients' business priorities and risks is crucial to building a meaningful, long-term professional relationship that adds measurable value. Cross-Functional Engagement: Communicating across different levels and departments within client organizations is vital to grasp diverse needs and advocate for impactful technology solutions. Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

In Episode 154 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Mark Morgan, ScanSource's newly appointed President of Specialty Technologies, about channels in transition, companies in transition, and leaders in transition.  “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 Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/IT ist kein Selbstzweck, sondern ein Werkzeug, das einer Vision folgen muss. Christian Scholz (ehem. Top-Management Arvato Systems, jetzt Schwarz Digits) erklärt in dieser Folge, wie man vom reinen Technik-Experten zum echten Trusted Advisor auf C-Level aufsteigt. Er teilt seine Erfahrungen aus jahrzehntelanger Führung in "IT-Schlachtschiffen" und warum er die Sicherheit eines Konzerns verlassen hat, um in Deutschland eine neue Ära der digitalen Souveränität mitzugestalten.Wir besprechen, wie man Großprojekte durch radikale Transparenz rettet, warum ein "Balkon am Haus" in der IT oft falsch verstanden wird und wie man als Führungskraft seine eigene Identität bewahrt, ohne im System zu verschwinden.Was ihr konkret mitnehmt:IT folgt dem Business: Warum Entwickler den "Wirkhebel" ihres Codes verstehen müssen, um wirklich wertvoll zu sein.Risikomanagement für Macher: Wie ihr durch Fokus auf maximal sieben monetär bewertete Risiken jedes Projekt steuerbar haltet.Die Identitäts-Falle: Woran ihr merkt, dass das System euch verändert, und wie ihr rechtzeitig die Reißleine zieht.Authentisches Branding: Warum Christian Scholz trotz Top-Management-Rolle persönliche Einblicke teilt und wie das Vertrauen bei 20.000 Followern aufbaut.Vision für Europa: Warum wir ein neues "Moonshot-Denken" brauchen, um technologisch wieder an die Weltspitze zu rücken.Hört rein und erfahrt, wie ihr mit unaufgeregter Führung und klarer Kante zum strategischen Partner eurer Kunden werdet. Ein Muss für alle, die nicht nur verwalten, sondern gestalten wollen.Hinweis: Diese Folge markiert unsere Frühsommerpause. Wir melden uns im Juli mit einer neuen Saison und spannenden Gästen zurück!

Alle Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/In dieser besonderen Folge gibt Johannes Rasch  (diesmal ohne Eric Osselmann, dafür mit Max Metasch, dem Strategen hinter unserem Content) ein ungeschöntes Stimmungsbild direkt von den Branchen-Events der letzten Wochen. Während viele IT-Unternehmer durch wegbrechende Geschäftsmodelle und neue Konkurrenz unter massivem Druck stehen, zeigen wir euch, warum das „House of Trust Advisor“ die notwendige Antwort auf die aktuelle Transformation ist.Was ihr konkret mitnehmt:Die 3 apokalyptischen Reiter: Wer dem IT-Mittelstand durch KI und Globalisierung jetzt wirklich gefährlich wird.Radikale Arbeitsweise: Warum ihr Sprints statt endloser Meetings braucht, um in dieser Umbruchphase echte Lösungen zu bauen.Das Dreieck der Freiheit: Wie ihr krasse Wirksamkeit, hohe Profitabilität und persönliche Freiheit kombiniert.Ausblick & Sommerpause: Warum wir uns kurz resetten, um am 1. Juli mit Staffel 2 und neuen „kranken“ Gästen zurückzukehren.Wir suchen Verstärkung! Wir stellen aktuell massiv ein – von Trusted Advisor Trainern über Geschäftsmodell-Bauer bis hin zu Systembauern. Werdet Teil unserer Mission und bewerbt euch!

Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build trust and foster multigenerational relationships.

Alle Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/In Zeiten von politischer Polarisierung und schwindendem Institutionenvertrauen stellt sich die Frage: Wie gewinnt man heute noch Menschen für eine Sache? Der Politikstratege Julius van de Laar zeigt in dieser Folge, was Unternehmer von den Mechanismen der Macht lernen können und wo die gefährlichen Fallen der modernen Kommunikation lauern.Wir analysieren, warum Donald Trump an der McDonald's-Fritteuse funktioniert, während ähnliche Versuche deutscher Politiker oft uninspiriert wirken. Julius erklärt den entscheidenden Unterschied zwischen „authentisch sein“ und „authentisch wirken“ und warum echte Empathie die einzige Abkürzung zu tiefem Vertrauen ist.Was ihr konkret mitnehmt:Die Clinton-Formel: Warum „I feel your pain“ mächtiger ist als jeder Fakten-Check.Sein vs. Wirken: Warum inszenierte Volksnähe oft das Gegenteil von Vertrauen erzeugt.Der „Fog of War“: Wie man in komplexen Situationen den Überblick behält und klare Narrative setzt.Ehrlichkeit als Ressource: Warum es Vertrauen schafft, auch mal zuzugeben, dass man für bestimmte Probleme keine Lösung hat.Long Game vs. Dopamine Hit: Warum kurzfristiges Verbiegen für einen Auftrag (oder eine Wählerstimme) langfristig den Ruin bedeutet.Hört rein und erfahrt, wie ihr durch klare Kante und echte Verbindung zum unersetzlichen Partner werdet.

Episode 153 of “The Trusted Advisor” features Zack Kass, the former Head of Go-To-Market for OpenAI and “one of the world's foremost authorities on applied AI.” Kass was the featured guest for a recent RSPA Emerging Technologies Advisory Group meeting.  Kass is an Executive-in-Residence at the University of Virginia, Chair of the Ruder Finn AI Advisory Council, and author of the new book The Next Renaissance: AI and the Expansion of Human Potential. Kass first crossed paths with many RSPA members when he keynoted BlueStar's VARTECH 2025 Conference in the Bahamas. “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. 

Mattias Fridström continues the conversation with Rob Merhej, VP EMEA at AVANT, exploring how advisory‑led partners create long‑term value for customers – and why connectivity remains central to everything from AI to customer experience.In this episode, they discuss:How AVANT supports partners beyond the initial deal through ongoing advisory, cross‑sell, and up‑sell engagementWhat separates top‑performing trusted advisors – and why selling multiple services per customer mattersHow AVANT stays ahead of vendor roadmaps with specialist engineers and tools like Pathfinder and AtlasWhy AI deployments often fail without the right data center, bandwidth, and network design in placeThe shift of unified communications into broader CX and contact‑center transformationsGrowing awareness of AI security, governance, sustainability, and talent challengesA look ahead at the next five years – from multi‑gig connectivity to AI as an everyday work companionA lively conversation on connectivity, AI, and the advisory models powering the next wave of the technology channel. Tune in and get ahead of what's next.

Teknisk kompetens räcker inte längre. I det här avsnittet går vi rakt in i den fråga som många konsulter brottas med men få pratar högt om: hur man faktiskt driver affär utan att bli “säljig”. Johan gästas av retorik- och beteendeexperten Pontus F. Christoffersen, som under flera år hjälpt tekniska konsulter och konsultbolag att bygga affärer genom förtroende, inte push. Samtalet rör sig från varför ordet försäljning väcker motstånd, till varför kunder i dag väljer leverantörer på helt andra grunder än teknik och pris. Pontus delar konkreta exempel på hur små beteendeförändringar i leveransen – som att ställa bättre frågor, våga utmana och minska självfokus – kan leda till fler projekt, längre relationer och bättre leveranser. Vi pratar om trust equation, varför chefernas roll är avgörande, hur AI kan användas utan att ta bort närhet, och varför de bästa affärerna ofta börjar med att våga säga nej. Ett avsnitt för dig som vill bli vald för hur du tänker – inte bara för vad du kan.Kapitel:00:00 Varför konsulter hatar “sälj”02:25 Försäljning vs rådgivning – var går gränsen?04:50 Från expertångest till affärsstolthet07:00 Därför saknar konsulter affärsverktyg10:15 Vad kunder faktiskt väljer leverantör på12:30 Varför engångskurser inte funkar14:40 Trust equation – bryt ner förtroende i beteenden19:40 Små beteenden som ger stora affärer25:15 Att våga utmana kunden på rätt sätt31:40 AI, närhet och framtidens rådgivareLänkar:Johan Wallquist (LinkedIn)Pontus F. Christoffersen (LinkedIn)Hemsida:https://itilliti.se/PDF-Guide – Varför dina konsulter inte bidrar till affären (och vad du gör åt det): https://itilliti.se/motivationstrappan-guide/30 min inspelad föreläsning – Så bygger ni ett affärsdriv utan att göra konsulterna till säljare: https://itilliti.se/video-affarsretorik/The Trusted Advisor (bok) Hosted on Acast. See acast.com/privacy for more information.

Alle Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Viele Unternehmer verbinden eine Insolvenz mit dem endgültigen Scheitern. Heike Wilson beweist mit der DUALIS GmbH IT Solution das Gegenteil: Sie übernahm das väterliche Unternehmen in der Krise, kaufte es mit nur vier Mitarbeitern aus der Insolvenz zurück und führt es heute als Teil der Dürr-Gruppe auf einen massiven Wachstumskurs - ohne die mittelständische DNA zu verlieren.In dieser Folge zeigt Heike, wie radikale Ehrlichkeit und technisches Prozessverständnis zum Fundament für echte Marktführerschaft werden. Sie erklärt, warum die Rolle als strategischer Begleiter wichtiger ist als reiner Software-Support und wie man als „Schnellboot“ in einem Weltkonzern seine Agilität bewahrt.Was ihr konkret mitnehmt:Der radikale Neustart: Wie man eine Insolvenz als strategischen Wendepunkt nutzt.Support der Woche: Warum Projektingenieure an die Front gehören, um den Feedback-Loop zum Kunden zu schließen.Vision schlägt Code: Warum Begeisterung und Prozesswissen mehr überzeugen als reine Software-Features.Beratung als Wachstumsfeld: Wie der IT-Mittelstand großen Consulting-Häusern den Rang abläuft.Mittelstand im Konzern: Erfolgreich skalieren durch „Rückenwind“ bei voller operativer Eigenständigkeit.Hört jetzt rein und erfahrt, wie ihr durch echte Führung und Vertrauen zum strategischen Begleiter eurer Kunden werdet - abonniert den House of Trust Advisor Podcast, um keine Folge zu verpassen!

What if the reason your business feels stuck isn't effort, but misdiagnosis? In this episode, John Jantsch talks with Kevin D. St. Clergy about blind blaming—the habit of fixing the wrong problems while real growth opportunities go unnoticed. They explore how cognitive bias in business decision making affects marketing results, leadership mindset, and team performance, and share practical ways to identify root causes instead of symptoms. Learn how shifting from transactional services to a trusted advisor approach can unlock better decisions and stronger business growth. 00:00 Blind Blaming Explained Through Baseball 03:03 Blind Blaming in Business Decisions 06:09 Time Blocking for Entrepreneurs 09:03 Cognitive Bias and Blind Blaming 12:29 From Vendor to Trusted Advisor 17:36 Transformational Growth Shift Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

One unsuspecting decision nearly unraveled a lifetime of saving. In this episode, Charleston’s Retirement Coach Brandon Bowen shares a real-world story of a retiree caught in a sophisticated financial scam—and the warning signs that appeared along the way. The conversation explores how scams target retirees, why embarrassment keeps people silent, and the importance of having a trusted financial sounding board watching activity over time. This episode focuses on awareness, vigilance, and the role a long-term advisory relationship can play in spotting problems before they permanently change a retirement plan. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this Brandon Hall Group™ Excellence at Work Podcast, Spencer Johnson, Treasury Management Officer at Zions Bank, and Suzanne Santana, Regional Vice President of Sales for the West at iSolved, explore how iSolved's Center of Influence (COI) program is redefining the way trusted business advisors like bankers and brokers deliver strategic value to their small and mid-sized business clients.

Alle Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Nach dieser Folge versteht ihr, warum die wahre industrielle Revolution nicht in den Metropolen, sondern in der Fläche stattfindet. Ihr lernt, wie man unternehmerische „Muscle Memory“ nutzt, um verkrustete Geschäftsmodelle aufzubrechen, und warum Hidden Champions in Zukunft vielleicht eher „Open Champions“ sein sollten.Zudem erfahrt ihr, wie die gezielte Kollaboration zwischen Startups und Traditionsunternehmen zu echten Millionen-Deals führt, wenn das Vertrauensfundament und der richtige Ort für zufällige Begegnungen stimmen. Dominik Gross ist der Kopf hinter der „Hinterland of Things“-Konferenz und hat aus der Bertelsmann Stiftung heraus die Founders Foundation mit aufgebaut. Er kuratiert heute eines der einflussreichsten Ökosysteme Deutschlands, um die unternehmerische DNA in die Fläche zurückzubringen.In diesem Gespräch erfahrt ihr:Hidden vs. Open Champions: Warum Nischenstrategien heute radikale Offenheit und den Mut zur Größe brauchen.Der regionale „Unfair Advantage“: Wie man starke Familienunternehmen und junge Talente zu einem unschlagbaren Cluster vereint.Kollaboration als Überlebensstrategie: Warum Mittelständler nicht alles selbst erfinden müssen und wie kluges Startup-Scouting funktioniert.Vertrauen durch Beständigkeit: Warum „Greifbarkeit“ und das Halten des eigenen Wortes in der Region die härteste Währung sind.Das Win-Win-Prinzip: Warum nachhaltige Geschäftsbeziehungen nur dann wachsen, wenn der eigene Gewinn nicht über den des Partners gestellt wird.Unternehmerische Muscle Memory: Wie wir durch aktives Handeln statt Beschweren die Souveränität der europäischen Wirtschaft sichern.Hört jetzt rein und erfahrt, wie ihr aus dem Hinterland heraus die Zukunft gestaltet – abonniert den House of Trusted Advisor Podcast, um keine Folge über die Führungskräfte und Geschäftsmodelle der neuen Ära zu verpassen.

In Episode 152 of “The Trusted Advisor,” RPOWER President Jami Interdonato, BlueStar CMO Dean Reverman, and RSPA CEO Jim Roddy analyze the 2026 RSPA Retail IT Channel KPI Study. Interdonato, Reverman, and Roddy discuss the resurgence of partnerships, the resiliency of high-initiative VARs and ISVs, the short- and long-term benefits of recurring revenue, and more.  To download your copy of the 2026 RSPA Retail IT Channel KPI Study, visit: www.GoRSPA.org/blog-2026-rspa-retail-it-channel-kpi-study/  “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 Insights erfolgreicher Trusted Advisor findest du in unserem Scaling Hub: https://hub.scaling-champions.com/Wer seine beste Beratung als „Key Accounting“ verschenkt, bleibt ein austauschbarer Lieferant – statt ein Modell zu etablieren, das für beide Seiten eine echte Win-Win-Situation darstellt.Nach dieser Folge wisst ihr, wie ihr strategisches Sparring in ein profitables Geschäftsmodell verwandelt und warum IT-Unternehmen oft die besseren Berater sind, da sie die reale Umsetzung beherrschen. Ihr lernt, wie ihr weg von reaktiven Projekten hin zu einer bezahlten Taktung kommt, die euren Status als Trusted Advisor festigt und euch klar vom Wettbewerb abhebt.Johannes Rasch und Eric Osselmann zeigen euch, wie ihr den „Connector“ zwischen euren Lösungen baut, um Kunden langfristig strategisch zu besitzen.In diesem Gespräch erfahrt ihr:Vom Key Accounting zum Geschäftsmodell: Warum ihr aufhören müsst, strategische Beratung als kostenloses „Anhängsel“ zu betrachten.Bezahltes Business Development: Wie ihr durch regelmäßige Sessions direkt am Seismographen des Marktes sitzt und neue Probleme frühzeitig erkennt.Die Macht der Matrix: Warum ihr derjenige sein müsst, der die Bewertungsmatrix für Dienstleister mit dem Kunden baut, statt nur darin zu stehen.Umsetzung statt nur Folien: Warum IT-Unternehmen durch ihre Implementierungspower oft die besseren Strategieberater sind.Der 3-Kunden-Hack: Wie ihr mit drei Telefonaten bei euren Top-Bestandskunden dieses neue Format morgen validiert.Hört jetzt rein und erfahrt, wie ihr das Vehikel für den geschäftlichen Erfolg eurer Kunden werdet – abonniert den House of Trusted Advisor Podcast, um keine Folge für eure Transformation zu verpassen.

At RSAC Conference 2026, the noise is relentless. Vendor booths, AI pitches, and breathless marketing compete for attention at every turn. Michael Parisi, Chief Growth Officer at Steel Patriot Partners, joins Sean Martin and Marco Ciappelli on the ground in San Francisco to name what too few are willing to say out loud: most of the conversation happening on the show floor does not reflect the conversations that actually matter. The real exchanges, Parisi says, are happening backstage -- in the hallways, over coffee, between practitioners who trust each other enough to ask: does this vendor actually do what they say? That shift back to peer-driven trust is not a trend. It is a correction. Security leaders are exhausted and fragile, operating under intense pressure, and they are returning to the relationships they know rather than the research tools and AI-generated answers they do not trust. Steel Patriot Partners was built around exactly that dynamic. Their operating principle -- business owners first, engineers second, compliance and security people third -- runs counter to how most consulting firms approach an engagement. Rather than leading with frameworks or certifications, the team starts by asking what outcome the client is actually trying to achieve. Parisi is candid about how often that conversation leads them to steer a client away from the path they came in convinced they needed. That willingness to say no -- and mean it -- is what sets a trusted advisor apart from a vendor. The outcome-first philosophy shapes every engagement. As founder Jason Ford says, 80% of what Steel Patriot Partners does is a therapy session. Organizations coming in with complex compliance challenges -- FedRAMP, CMMC, HITRUST, DoD IL -- need more than a checklist. They need a partner who has lived those journeys themselves, made the mistakes, and can speak honestly about what is worth pursuing and what is not. Parisi's advice to anyone evaluating a consulting partner is pointed: ask the question up and down the team, not just of the founder. The firms that have genuinely lived what they sell -- and can talk about the failures as clearly as the successes -- are the ones worth trusting when the stakes are high. This is a Brand Spotlight. A Brand Spotlight is a ~15 minute conversation designed to explore the guest, their company, and what makes their approach unique. Learn more: https://www.studioc60.com/creation#spotlight GUEST Michael Parisi, Chief Growth Officer, Steel Patriot Partners LinkedIn: https://www.linkedin.com/in/michael-parisi-4009b2261/ RESOURCES Steel Patriot Partners: https://www.steelpatriotpartners.com Are you interested in telling your story? ▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full ▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight ▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlight KEYWORDS Michael Parisi, Steel Patriot Partners, Sean Martin, brand spotlight, brand story, brand marketing, marketing podcast, cybersecurity consulting, compliance advisory, FedRAMP, CMMC, HITRUST, DoD IL, trusted advisor, outcome-based consulting, vendor trust, cybersecurity noise, RSAC Conference 2026, security leadership, GRC, business risk, human in the loop Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ask George on dental CPAs in practice ownership: tax planning, embezzlement prevention, deposit ratios, expense categories, and why operational KPIs matter more than accounting for growth.

In this episode of "The Free Lawyer" podcast, host Gary interviews John Scott, a partner at Anders and a virtual CFO specializing in law firms. John shares insights from his 30+ years of experience, discussing the importance of financial leadership, the four pillars of law firm finance, and the value of having a CFO. The conversation covers succession planning, building financially sound firms, leveraging technology, and the benefits of outsourcing financial management. John offers practical advice for attorneys seeking to scale their firms, improve profitability, and achieve greater personal and professional freedom.John C. Scott, CPA, AEP, CGMA, is a partner in tax at Anders and a leading authority in law firm financial management. With over 30 years of experience, he heads Anders' legal industry efforts for their Virtual CFO team, offering law firms the dedicated resources, forward-looking financial insight, and critical thinking they need to thrive. Author of Judicial Dollars and Cents, John specializes in helping firms optimize processes, improve profitability, and position themselves for successful succession or managing partner transitions.Drawing on deep expertise in tax planning, estate planning, and closely held business valuations, John partners with law firms to implement data-driven decision-making, streamline operations, and strengthen cash flow. His approach blends strategic foresight with hands-on financial leadership, ensuring firms can scale confidently and sustainably. Whether guiding a million-dollar boutique or a $30M multi-office practice, John helps ambitious legal leaders turn complexity into clarity—and profitability into lasting success.Virtual CFO Approach & Differentiation (00:03:34) Why Law Firms Need a CFO (00:04:35) D.Biggest Financial Blind Spots (00:05:49) The Four Pillars of Financial Management (00:07:27) Cash Flow Management & Working Capital (00:08:24) .Building a Firm That Runs Without the Owner (00:09:29) Succession Planning & Owner Freedom (00:10:47) Avoiding Default Retirement (00:12:15) Successful Succession vs. Firm Collapse (00:13:39) When to Start Exit Planning (00:14:26) Key Financial Metric for Growth (00:15:02) Case Study: Turning Around a PI Firm (00:16:28) Value of Trusted Advisors & Coaching (00:17:52) Future Trends: Technology & Data (00:18:53) Building a Financially Sound, Fulfilling Firm (00:20:20) .Final Advice: Investing in Finance Function (00:22:02) You may order your copy of Breaking Free here: https://www.amazon.com/dp/B0CPKSQ59RWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callYou can find The Free Lawyer Assessment here- https://www.garymiles.net/the-free-lawyer-assessment

Send a textBryan Miller built a 7-figure-per-year passive income stream through disciplined investing, strategic leverage, and brutal clarity on risk. In this powerful talk, he breaks down his actual path from music entrepreneur to diversified real estate and equities investor—now earning cash flow from over 27,000 units.You'll learn:The capital needed to earn $1M/year passively—at different return ratesThe 5 key strategies Bryan used to grow and protect wealthWhy the right kind of concentration beats early diversificationA detailed look at his 8 investment pillars: from single-family homes to GP stakesHow to vet sponsors, avoid fake gurus, and protect against catastrophic lossesThe opportunity cost of a bad $50K deal—and how that compounds into a $1M+ lossHe also shares how he turned a $13 book and a $60/month newsletter into multi-million dollar decisions—and how the wrong advice can cost you far more than feeshttps://familyoffices.com/

Tench Tilghman did not need a revolution. Yet he risked everything to help win the American Revolution. In this episode of America's Founding Series, discover the forgotten patriot who became George Washington's most trusted aide and carried the official victory dispatch from Yorktown to the Continental Congress. This is the untold story of Tench Tilghman, the wealthy Maryland merchant who chose conviction over comfort and helped secure America's independence. Go behind the scenes of the Continental Army headquarters, the fragile years under the Articles of Confederation, and the decisive moment at Yorktown that changed world history. Learn why Tilghman's loyalty, sacrifice, and refusal of compensation reveal a powerful lesson about character, leadership, and the survival of a republic. What You'll Learn: Why Tench Tilghman abandoned elite comfort to join the Revolutionary War How he became George Washington's trusted right hand The hidden administrative battle that sustained the American Revolution What really happened during the 300-mile ride announcing victory at Yorktown Why republics depend on disciplined, unseen servants of liberty

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.

Episode 151 of “The Trusted Advisor” features tech entrepreneur, futurist, author, and speaker Byron Reese. Reese was a recent featured guest for an RSPA Emerging Technologies Advisory Group meeting.  Reese, who has 25 years of experience as a successful technology entrepreneur, answers questions about AI's impact, the expanding role of trusted advisors in a changing world, and why the jobs of tomorrow will be relationship-based.  Reese holds numerous patents and has started and sold multiple companies, including two NASDAQ IPOs. He's been featured in major media outlets including the Washington Post, New York Times, Wired, Entrepreneur, Bloomberg Businessweek, USA Today, and NPR. Two of his recent books are:  The Fourth Age: Smart Robots, Conscious Computers, and the Future of Humanity  We Are Agora: How Humanity Functions as a Single Superorganism That Shapes Our World and Our Future  Reese first crossed paths with many RSPA members when he keynoted ScanSource's 2025 Partner First Conference in Arlington, TX.  “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 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.

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.

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.

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. 

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!

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.

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.

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. 

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