Podcasts about trusted advisors

Send us Fan MailMost physician owners don't think about calling an attorney until something has gone wrong. But what if your legal counsel could help you avoid problems before they ever happen?In this episode of Medical Money Matters, I have the pleasure of welcoming my good friend, Joe Carlisle, partner at Dunn Carney LLP, for a conversation about the role legal counsel should play in every successful medical practice. Joe shares practical advice on how physicians and healthcare leaders can build stronger relationships with their attorneys, recognize when to seek legal guidance, and use legal counsel as a proactive strategic partner—not just an emergency resource.We also explore what it means to build a true "board of trusted advisors" and why every independent practice benefits from surrounding itself with experienced professionals who can help navigate today's increasingly complex healthcare environment.Whether you're a new practice owner or a seasoned healthcare executive, you'll come away with actionable insights that can help protect your practice, strengthen your decision-making, and position your organization for long-term success. You can find Joe at: https://www.linkedin.com/in/joe-carlisle-71067265/ or at https://www.dunncarney.com/people/joe-w-carlislePlease Follow or Subscribe to get new episodes delivered to you as soon as they drop! Visit Jill's company, Health e Practices' website: https://healtheps.com/ Subscribe to our newsletter, Health e Connections: https://share.hsforms.com/1FMup6xLPSpeA8hB77caYQwd32sx?hsCtaAttrib=171926995377 Want more formal learning? Check out Jill's newly released course: Physician's Edge: Mastering Business & Finance in Your Medical Practice. 32.5 hours of online, on-demand CME-accredited training tailored just for busy physicians. Promo pricing available now: https://education.healtheps.com/offers/Ry3zfLYp/checkout?coupon_code=PHYSEDGE3000 Purchase your copy of Jill's book here: Physician Heal Thy Financial Self Join our Medical Money Matters Facebook Group here: https://www.facebook.com/groups/3834886643404507/ Original Musical Score by: Craig Addy at https://www.underthepiano.ca/ Visit Craig's website to book your Once in a Lifetime music experience Podcast coaching and development by: Jennifer Furlong, CEO, Communication Twenty-Four Seven https://www.communicationtwentyfourseven.com/    

In Episode 158 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Andy Szanger, the Director of Strategic Industries at RSPA member CDW, to discuss his journey developing strategy, people, and leadership skills across an over three-decade retail technology career. “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. 

Where do you find the courage to do things differently and what does it really mean to coach in a trauma-informed way?In this episode, Sarah Bramall and Rebecca Daniel sit down with Mandy Manners, award-winning trauma-informed coach and supervisor-in-training. Mandy shares her journey from education in France to recovery coaching, and how lived experience of trauma, addiction, and burnout shaped her coaching ethos.Together they explore the ethics of supervision and building a practice rooted in wellbeing rather than social media "shoulds" with honest reflection and powerful stories throughout.Highlights:01:41 Meet our guest - Mandy Manners02:59 Balancing work and family during life transitions04:58 Mandy Manners: from higher education in France to burnout and coaching07:42 From addiction leading to coach training and sobriety09:08 The impact of coaching: hope, trauma, and moving forward15:12 Organisational coaching: challenging definitions of success16:27 Volunteering with She Recovers18:04 Making intentional choices about marketing for well-being19:59 Letting go of guilt over social media presence21:09 The value of in-person connection and collaboration22:15 Authenticity in practice: modelling what you teach23:17 Why trauma-informed coach supervision is essential for integrity28:18 Shaping change from behind the scenes33:19 Advice for coaches considering supervision training: "Go for it, trust your instinct"35:09 Summing up: connection, support, authenticity, hope, care, and being a "rebel" in coachingKeywords:Recovery, Trauma-informed, Supervision, Authenticity, Coaching, Burnout, Connection​Connect with us here:Website: https://www.thecoachingcatalysts.com​—Work with us:Find out more about our supervision service: https://page.thecoachingcatalysts.com/the-collective Train to become a professional coach supervisor: https://www.thecoachingcatalysts.com/supervision-diploma For ICF mentoring: https://go.thecoachingcatalysts.com/icf-mentor-coachingBook a call: https://tidycal.com/coachingcatalysts/explorationcall— Social Media:Facebook: https://www.facebook.com/thecoachingcatalystsInstagram: https://www.instagram.com/thecoachingcatalysts_ ​LinkedIn: https://www.linkedin.com/company/thecoachingcatalysts​Sarah: https://www.linkedin.com/in/sarahbramallcoaching/Rebecca: https://www.linkedin.com/in/danielrebecca/And our Whatsapp:https://wa.me/15557022689About Mandy Manners:Mandy Manners is an award-winning, trauma-informed Life and Recovery Coach and an ICF PCC-accredited practitioner. She works primarily with socially driven organisations through her role with Real Clear Coaching, offering wellbeing, leadership, and development coaching. In her private practice, Mandy supports individuals seeking to improve their wellbeing, build stress resilience, navigate behaviour change, and sustain addiction recovery.A respected trainer and facilitator, Mandy teaches at The Coaching Academy and delivers specialist training for Alcohol Change UK where she also serves as an ambassador as well as First Aid for Mental Health. She has co-authored two books on sobriety, hosts The Recovery & The Rest Podcast, and is a sought-after speaker and podcast guest. Mandy also volunteers as a Trusted Advisor in Education and Pedagogy and is a designated coach for the She Recovers Foundation. She has just completed her Supervision Diploma training with The Coaching Catalysts and will qualify later this year.Connect with Mandy:Website: https://www.mandymanners.com/Linkedin: https://www.linkedin.com/in/mandy-manners-pcc-633524192/

See what the team at The Successful Bookkeeper has on right now → Your clients' financials tell one story. What your clients think about their business tells another. In this episode, fractional CFO, course creator, and speaker Debra Angilletta returns to show how closing that gap — through simple, curiosity-driven conversations — is the most direct path to selling advisory services. No complicated sales process required. Chapters [00:00] Opening Quote and Intro [01:35] Meet Debra Angilletta [03:30] Why Bookkeepers Struggle to Sell Advisory [06:10] The "Curious" Question Technique [09:20] Staying Human in a Digital World [11:50] Finding Your First Five Clients [14:30] The Advisory Transformation [17:30] What 100 Business Owners Said [20:30] About the Book: Hidden Profits [22:40] Rapid Fire: Steps to Take Now The Missing Half of the Story Numbers give you the facts; your client's perspective gives you the context. Debra frames advisory as the natural result of putting those two pieces together: "When you put those two pieces of information together, that's where the magic happens, and that's where you can fill the gap." The good news is you already have one half. You just need to ask for the other. One Word That Changes Everything If you're not sure how to start a probing question without sounding nosy or accusatory, Debra has a single practical fix: lead with "curious." Saying "Curious — I noticed this in your books, can you tell me more?" removes any sense of blame, gives your client permission to explore rather than defend, and opens the conversation rather than closing it down. It's a small shift with a big effect on how clients respond. Finding Your First Five You don't need to overhaul your entire practice to get started. Debra's advice is to scan your client list, pick five people who seem most open to a deeper conversation, and book a 30-minute call — framed simply as "I saw some interesting things in your books that might be of value." That's it. The goal isn't to pitch advisory on the spot; it's to practice having the conversation. "There's nothing complicated here," Debra says. "I don't want to make it complicated for your audience at all." Business Owners Are Waiting for You to Ask Debra interviewed 100 small business owners while writing her book Hidden Profits, and the finding stopped her in her tracks. When she asked what they wished their bookkeeper did that they weren't doing, the answer was overwhelming: more strategic advisory. "I wish they would give me information that I can use to drive my business forward." Most business owners operate in isolation, with no one to think out loud with — and your existing financial relationship puts you closer to that trusted-advisor seat than you might realize. The Transformation on the Other Side Bookkeepers who start having these conversations consistently go through a noticeable shift. Debra sees it regularly: once they experience what advisory conversations feel like, they want more of them. More importantly, the relationship with the client changes. "It actually uplevels you to partnership level... they're going to see you as that trusted advisor." The compliance work stays valuable — but it's no longer the ceiling on what the relationship can be. Links Mentioned Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days by Debra Angilletta — findmyhiddenprofits.com (free download of first 3 chapters) or search "Hidden Profits" on Amazon MasterMySales.com — Debra's sales training for financial professionals PureBookkeeping.com — episode sponsor thesuccessfulbookkeeper.com — show resources and guest links About the Guest Debra Angilletta is a fractional CFO, course creator, and speaker at MasterMySales.com who specializes in helping bookkeepers, accountants, and financial professionals sell and deliver advisory services with confidence. She works primarily with small business owners in the $500K–$3M revenue range and is the author of Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days. Debra is a returning speaker at The Successful Bookkeeper Summit and a consistent audience favourite. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

There's a room you're not yet in. Maybe it's a literal room — the board meeting, the investor briefing, the conversation at the level above yours where decisions get made that shape your organization and your career. Maybe it's more of a concept — the level of credibility where people seek out your perspective rather than just your report. Where you're consulted, not just informed. Becoming a trusted advisor to a board is one of those topics that sounds like it belongs to a specific career stage. But the behaviors, habits, and communication patterns that make someone genuinely valuable at board level are not developed the week before you need them. They're built over years — and the leader who starts now will be genuinely ready when the moment comes. In this episode of Leading Women in Tech, Toni Collis breaks down exactly what board-level credibility looks like, how it's built, and what you can start doing right now — wherever you are in your career. This is for you if:   ➡️  You're the leader actively working toward the C-suite who knows the board relationship is her frontier ➡️  You're the woman considering fractional work, NED roles, or an encore career — and who needs to understand how to position herself for board-level advisory work ➡️  You're the Director or VP who's not thinking about boards yet — and who is going to leave this episode with the most immediately actionable content, because the seeds of board credibility are planted years before the harvest What's covered: ➡️  What being a trusted advisor actually means — and why the conventional picture is wrong. Boards don't want information providers. They want people who help them think. ➡️  What boards actually want from an advisor — the real version, not the official one. Five specific capabilities that make someone genuinely valuable in a board context, including pattern recognition, intellectual honesty under pressure, and executive listening ➡️  The communication shift that changes everything — stop leading with the what and start leading with the so what. The four-part trusted advisor structure that works in any high-stakes senior room ➡️  How to build the relationships that create board-level credibility — including why most people start too late, how to be useful before you make an ask, and why making your thinking visible is one of the most effective career investments available to you ➡️  What you can start doing right now — five specific behaviors for the earlier-career listener that compound into board-level credibility over time. Including reading the rooms above yours, practicing strategic language in every meeting you're already in, and volunteering for board-visible work ➡️  The fractional and encore career dimension — how to translate your experience into board language, how to be findable for the right roles, and how to build the portfolio of evidence that boards and fractional hiring organizations are actually looking for   Whether you want the C-suite, a non-executive director role, a fractional career, or you just want to be the kind of leader who gets consulted rather than just informed — this episode gives you the framework.   Further listening (related episodes) ⏹️  Episode 286 — Executive Presence for Women in Tech: https://tonicollis.com/leading-women-tech/286-executive-presence-for-women-in-tech ⏹️  Episode 292 — From Tactical to Strategic: The Unspoken Rules for Women Stepping Into Executive Leadership: https://tonicollis.com/leading-women-tech/291-c-level-leadership-for-women-in-tech ⏹️  Episode 238 — Thinking Like an Executive: From Firefighter to Strategist: https://tonicollis.com/leading-women-tech/238-thinking-like-an-executive-from-firefighter-to-strategist ⏹️  Episode 241 — Thinking Like an Executive: Setting Priorities as an Executive: https://tonicollis.com/leading-women-tech/241-thinking-like-an-executive-setting-priorities ⏹️  Episode 236 — Thinking Like an Executive: Cultivating Your Executive Presence: https://tonicollis.com/leading-women-tech/236-thinking-like-an-executive-cultivating-executive-presence ⏹️  Episode 291 — C-Level Leadership for Women in Tech: What It Really Takes to Thrive: https://tonicollis.com/leading-women-tech/291-c-level-leadership-for-women-in-tech ⏹️  Episode 256 — No More Crickets: The Networking Strategy That Lands Jobs in 2025: https://tonicollis.com/leading-women-tech/256-networking-strategy-lands-jobs ⏹️  Episode 284 — Am I Ready to Be a Fractional Leader?: https://tonicollis.com/leading-women-tech/am-i-ready-for-fractional/ ⏹️  Episode 288 — How to Position Yourself as a Fractional Leader: https://tonicollis.com/leading-women-tech/288-fractional-leadership-positioning/ ⏹️  Episode 289 — How Fractional Leaders Actually Get Hired: https://tonicollis.com/leading-women-tech/289-how-fractional-leaders-get-hired/   Book a complimentary strategy call: tonicollis.com/lets-chat

Are you, or someone you work with, a perfectionist? If you have perfectionist tendencies, it can be frustrating to work alongside people who don't because you feel like they don't care enough about the work. And if you don't identify as a perfectionist but have to work with someone who is? Well, it can be equally challenging because things can be overworked, delayed, or shared way too late for fear of things not being 'good enough'. In this episode, Em and Lisa unpack how to work with perfectionists, how to manage your own perfectionist traits, and how to give feedback to people who might not be the best at receiving it. Plus, Lisa shares another one of her go-to frameworks that can help you let go of 'perfect' and move forward faster. Our BIZ hosts are Lisa Lie - a former Head of People & Culture and Organisational Coach - and Mamamia’s Em Vernem. Book recommendation: The Trusted Advisor by Charles Green And if you want some fast skills from Learna:Check out 'Build trust fast' in Learna.Click the link below on mobile to get into it:https://www.learna-app.com?id=l-aSenXj6878Or check out 'Naming your value at work' in Learna.Click the link below on mobile to get into it:https://www.learna-app.com?id=l-lSlExM4482 Sign up to the BIZ newsletter hereTHE END BITSSupport independent women's media.Got a work life dilemma? Send us all the questions you definitely can't ask your boss for our Biz Inbox episodes - send us a voice note or email us at podcast@mamamia.com.au. You can remain anon! HOSTS: Lisa Lie and Em Vernem EXECUTIVE PRODUCER: Courtney Ammenhauser SENIOR PRODUCER: Thom LionVIDEO PRODUCER: Marlena Cacciotti Mamamia acknowledges the Traditional Owners of the Land we have recorded this podcast on, the Gadigal people of the Eora Nation. We pay our respects to their Elders past and present, and extend that respect to all Aboriginal and Torres Strait Islander cultures.Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

Local media sales has entered a new era. Advertisers no longer need a salesperson to launch a marketing campaign, buy digital ads or build an online presence, giving them more choices—and less patience for generic sales pitches—than ever before. According to Dream Local Digital founder and E&P "Ad Sales Life" columnist Shannon Kinney, the sales professionals who thrive won't be those with the best rate cards or biggest audiences. They'll be the ones who consistently deliver ideas, insights and strategic value, positioning themselves as trusted advisors rather than order takers. Access more at this episode's landing page, at: https://www.editorandpublisher.com/stories/shannon-kinney-why-todays-media-sellers-must-become-trusted-advisors,262305  

Nöjda kunder är inte samma sak som lojala kunder. Det är där många leverantörer lurar sig själva. I det här avsnittet pratar Mikael Weléen och Tomas Tränkner om hur man går från att vara "bra" till att bli den kundens tryggaste stöd och mest självklara partner. Det handlar inte om att bara leverera enligt beställning, utan om att förstå kundens affär, se det kunden själv missar och skapa värde även efter att affären är stängd. För konkurrenterna springer redan runt dina kunder. frågan är om du har byggt ett tillräckligt stort gap för att hålla dem ute.  Slutsatser Nöjdhet räcker inte, lojalitet byggs när kunden känner sig sedd, förstådd och trygg. Den bästa leverantören säljer inte bara en tjänst, utan underlättar kundens vardag Affären börjar inte när kunden säger ja, det är då jobbet med nästa affär startar.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2094: Kara Copple shares a practical approach to self-promotion by reframing marketing as an act of service rather than persuasion. Drawing on lessons from Ramit Sethi and other business experts, the article explains how understanding your audience, building trust, and consistently creating value can help you grow a recognizable brand without feeling inauthentic. Read along with the original article(s) here: https://www.iwillteachyoutoberich.com/how-to-market-yourself/ Quotes to ponder: "It's all about a subtle mental shift. Rather than asking for something, like everyone else does, offer to solve their problems." "So, don't just look at marketing as you are getting something from your customers. Instead, frame it as if you are providing them with something valuable." "Half your job is simply showing up and becoming a familiar face, but your main job is showing up armed with bucket loads of value." Episode references: Jay Abraham: https://www.abraham.com/ The Trusted Advisor: https://www.amazon.com/Trusted-Advisor-David-H-Maister/dp/0743212347 Learn more about your ad choices. Visit megaphone.fm/adchoices

Revenue growth becomes harder to sustain when leadership relies on a handful of top performers, inconsistent processes, or reactive decision-making. Jason Forget, President and CRO of Cockroach Labs, shares lessons from building revenue organizations from the earliest startup stages through large-scale growth, explaining why sales motions must continuously evolve as companies scale. The conversation explores the role of RevOps as a strategic advisor to leadership, the importance of building a strong middle class of sellers, hiring for adaptability and coachability, and creating cultures where problems surface early. Jason also shares how open-source adoption can be transformed into enterprise-wide business outcomes through disciplined account planning, executive engagement, and scalable go-to-market execution. Jason Forget is President and CRO of Cockroach Labs and has spent his career building revenue organizations from multiple vantage points, including finance, RevOps, sales, and executive leadership. That uncommon path has shaped his approach to predictable growth, helping companies scale from early-stage startups to enterprise revenue organizations through operational discipline, coaching, and repeatable sales systems. Connect with Jason: LinkedIn Resources mentioned: "The Locker Room is Not for Sale" by Coach Brian White Key takeaways from this episode:  00:00 – Why the most effective RevOps leaders act less like operators and more like trusted advisors to the business. 02:52 – What it really takes to turn product adoption into an executive-level business conversation. 05:26 – A look inside how enterprise momentum is built long before an executive meeting is secured. 12:26 – Why many CROs underestimate how dramatically a sales motion must evolve as a company scales. 21:38 – What leaders often overlook about the group that drives the most predictable revenue growth. 37:08 – Why the best hires are not always the most experienced candidates on paper. 54:31 – The mistake many leaders make when performance issues appear without understanding the full context. Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Send us Fan MailClayton Mouney joins Joey Pinz for a powerful conversation on leadership, accountability, entrepreneurship, and where the MSP industry is heading next.

The Loneliness That Grows With Success Success often brings opportunities, influence, and growth. It can also bring something leaders rarely discuss openly: loneliness. In this episode, Allison explores: Why leadership often becomes more isolating as organizations scale How the gap between leaders and their teams naturally widens over time Why people stop telling leaders the full truth The hidden cost of carrying leadership challenges alone How isolation impacts decision-making and strategic thinking The role of trusted peers in preventing leadership blind spots Why honest feedback becomes harder to access as your authority increases How to create relationships where truth can be shared without fear The importance of building support systems outside your organization Key Question: When was the last time someone told you something genuinely difficult to hear? If you're struggling to answer that question, it may reveal more about your leadership environment than you realize. Resources: Think First: Stop Being the Bottleneck, Start Building Thinkers by Allison Dunn Learn more: Deliberate Directions Think First

In Episode 157 of “The Trusted Advisor,” RSPA CEO Jim Roddy sits down with Kathy Durfee, the CEO and Founder of systems integrator/managed services provider TechHouse, to discuss her 30-year leadership journey. Conversation topics include embracing “practical bravery,” teaching creative problem solving, and connecting your company mission to day-to-day activities. “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. 

You know that feeling when someone joins a project and you instantly relax? And then there are the people who somehow create more meetings, more emails, more confusion and more work for everyone around them. In this episode, Em and Lisa unpack the small workplace habits that make people easy to work with, and the ones that quietly make things harder. They share practical ways to reduce friction, improve collaboration and become the colleague everyone wants on their team. Plus, Lisa shares a simple meeting framework that could save you hours every week. If you've ever wondered why some people seem to make work feel effortless, this episode is for you. Our BIZ hosts are Lisa Lie - a former Head of People & Culture and Organisational Coach - and Mamamia’s Em Vernem. Book recommendation: The Trusted Advisor by Charles Green And if you want some fast skills from Learna:Check out 'Build trust fast' in Learna.Click the link below on mobile to get into it:https://www.learna-app.com?id=l-aSenXj6878Or check out 'Naming your value at work' in Learna.Click the link below on mobile to get into it:https://www.learna-app.com?id=l-lSlExM4482 Sign up to the BIZ newsletter hereTHE END BITSSupport independent women's media.Got a work life dilemma? Send us all the questions you definitely can't ask your boss for our Biz Inbox episodes - send us a voice note or email us at podcast@mamamia.com.au. You can remain anon! HOSTS: Lisa Lie and Em Vernem EXECUTIVE PRODUCER: Courtney Ammenhauser SENIOR PRODUCER: Thom LionVIDEO PRODUCER: Marlena Cacciotti Mamamia acknowledges the Traditional Owners of the Land we have recorded this podcast on, the Gadigal people of the Eora Nation. We pay our respects to their Elders past and present, and extend that respect to all Aboriginal and Torres Strait Islander cultures.Become a Mamamia subscriber: https://www.mamamia.com.au/subscribeSee omnystudio.com/listener for privacy information.

Some farmers might be leaving money on the table by not enrolling in a conservation or carbon sequestration program.

Rick Chess, attorney, real estate strategist, capital-raising expert, and trusted advisor, is passionate about helping entrepreneurs, investors, and business owners navigate complex decisions that can dramatically impact enterprise value and long-term success. Throughout a career spanning more than five decades, Rick has raised over $100 million for multiple organizations, guided companies through acquisitions, governance challenges, and strategic growth, and helped owners prepare for successful exits. We explore The Capital Raising Framework — Focus on Individuals, Not “the Market”; Be Ready to Sell; Start With Who You Know; Connect on Emotion; and Find a Problem to Solve. Rick explains why raising capital is ultimately about understanding people, not pitching ideas, why investors care more about their needs than your opportunity, and how trust-based relationships create opportunities that compound over time. He also shares lessons from raising capital, building influential networks, serving on boards, and helping entrepreneurs avoid costly mistakes when pursuing funding, growth, and exit strategies. — How to be a Trusted Advisor with Rick Chess  Good day, dear listeners. Steve Preda here with the Management Blueprint Podcast. And my guest today is Rick Chess, who is a real estate and exit strategist. He helps business and real estate owners, and the trusted advisors who guide them, turn complex decisions into strategic moves that grow enterprise value and maximize sale outcomes. Rick, welcome to the show.  Thank you. Appreciate it, Steve.  Well, it’s great to have you. And I’m going to ask you my favorite question, which I always ask: What is your personal ‘Why’, and what are you doing to manifest it in your practice?  When you go back in my career, 50-some years, where I’ve been most happy is either growing an organization. That can be a community, that can be a business, it can be an association. And then, at some point, individuals in that association want to move on, whether that’s to retire, to go someplace else, or whatever. And I find that in that world, there are certain things where they might have a Steve Preda who helps them with how to manage day to day. But they get to certain big issues that they’ve never done before, and maybe they’ll never do again. That’s where I like to come in because I know I’m critically important to them. So you’re a trusted advisor. You like to grapple with the big challenges people have in their lives, whether it’s a big real estate transaction, getting ready for an exit, an acquisition, or something like that.  Yeah.  Yeah.  So, I mean, the things that would be—for instance, most folks, if they’re talking about real estate, they have some idea how to fix a toilet. They have some idea how to buy a property. But when they get to a certain point, it’s like, “We need to raise $10,000. We need to raise $100 million,” whatever the amount is, because there’s either a great opportunity or they want to keep moving upward. And they have, again, a Steve Preda who can help them through the process. How they get that capital often is what trips people up. So that’s where I kind of first got into this.  I was an acquisition guy. I knew how to spend other people’s money, but I didn’t know at that time how to raise the money. And I’ve done it several times. I’ve raised $100 million for three different companies. And like everything in life, like with Summit, there is a process that you go through. And I love doing it. I just love doing that kind of stuff.  Okay. So when you are doing capital raising, fundraising, M&A deals, or real estate transactions, is there a framework that has helped you, that you figured out along the way? And think about something that is three to five steps. Maybe it’s a mental model of how you look at things, or maybe it’s a process. How would you describe that framework that you have, or that has helped you, so that the listeners would also benefit from it?  The listeners are best served if they step back from their preconceived notions of, A, how they think capital is attracted, because they usually are wrong. And they step back from how wonderful they are. And those two things are difficult. Because the reality is, no one is waiting to give you money. That’s foolish. You’ve got to sell the concept like you have to sell everything else. And what you sell is not what you think is wonderful. It’s what the market is going to think is wonderful. It’s like with any other product you’re making. “Hey, I made this great widget.” And the population looks at it and says, “I don’t need it. I don’t want it. I don’t know what it does.”  And depending on whether you’re trying to raise $100,000 from friends and family or $100 million on Wall Street, you look at who it is that you know. Because people that you know might at least return your phone call. So if you don’t know Bill Gates, thinking that you’re going to go to Bill Gates and get a billion dollars is, well, stup*d. But if you’re just trying to raise money from friends and family, and you have an aunt who lives three states away that you don’t see very often, and she has some money, okay, then you start with who you know. So, for instance, thinking about one of the many ways that you can raise money, there’s something called intrastate. And it is something that’s allowed by the Securities and Exchange Commission. If all of your money is raised within your own state, there are certain allowances for that.  But if you do one transaction outside the state, it all collapses. So like everything else on the business side, where there are certain rules that you can’t violate without getting into trouble, it’s the same thing when raising money. And I get so many people saying, “I’m going to list this on Wall Street, and I’m going to make…” It’s like, “No, you don’t. You better be prepared. If you’re going to list something on Wall Street, you’d better have $25 million that you can risk just to get it out there. And nine times out of ten you’re going to fail.” Not because there’s anything wrong with you.  It’s just that if you’re going to climb Mount Kilimanjaro with a pair of Keds, a T-shirt, and some shorts, you’re not prepared to climb that mountain. It’s no different when raising capital. And also think about when you were a kid. At a certain age, your parents let you cross the street to see your buddy. Then ten years later, they’ll let you get in the car and drive, but you’ve got to get home by midnight. It’s the same thing with raising money. And there aren’t a lot of folks who have done what I’ve done. So talking to your local lawyer or accountant—who may be wonderful people—but if they’ve never raised money, they’re not the people to talk to.  One of the ways people get taken advantage of on a regular basis is they’ll go to a securities attorney. The securities attorney will charge them $100,000 and write this great offering document, and no one ever gives them a penny. Because lawyers generally have no clue what’s happening in the marketplace. I own my own securities broker-dealer. I’ve also raised money for three different companies. It’s not easy. But like having read your book, Steve, if you follow certain paths, there’s at least a chance for success. Same thing here. Fascinating. So what I’m taking away in terms of a framework: Be aware that people are not out there waiting to give you money. You have to sell them. So that’s the first step. The second one is: start with who you know. Don’t start on Wall Street. Start with the people you know, where you have some trust, the people you understand, and where you have a chance to get there. And then look at some special circumstance that’s going to give you a leg up. For example—  Absolutely. Again, this is coming right out of your book on the business side. You create a widget. So what? But you create a widget that solves a problem. Ah. Then you have something. So it’s the same thing. When you get over onto the money-raising side, it’s: who do you know? Where do they live? How much money do they have? How do I approach them? But then, in the end, it’s not what’s in it for you, it’s what’s in it for them. And for them, if it’s friends and family, your mama may give you some money because she thinks you’re cute.  Your aunt might give you some money because she’s related to your mama. But at some point, you’re going to people who really have a checkbook. They have money in the checkbook. They’re not going to give this up just because you’re cute or you have a great idea. You’re either going to get them because you have something they’ve never heard of, or you have something that really feels like it could solve one of their needs. And their needs are not always what you think. Some people think, “Well, what they need is high cash flow.” What if they don’t need cash flow, but they’re really interested in a cure for cancer?  What if you think, “Well, it’s really going to go up in value”? Well, they have all the money they need. They’re not looking for that. But is this something that is going to allow their nephew to come work for you? Yeah. When you start thinking that you know what other people are thinking, that’s when you’re going to fail. When you can step back and just ask them, “Well, what’s important to you?” If you can’t have a conversation, one, you’re never going to date anybody, and you’re never going to raise any money.  And don’t be slick. You can be slick for three sentences, and at that point they’re going to reject everything you say thereafter. So don’t talk about how much money you’re going to make and all the rest of it. No. Talk about them. Talk about them. Talk about them. Your document should talk about them. Your questions should talk about them. Now, does that mean there are certain people who won’t put money into your deal? Yes, because it doesn’t fit. If you sell high-heeled shoes and a runner comes in, they’re generally not going to buy your high-heeled shoes. They’re not going to invest money in high-heeled shoes.  But if that high-heeled shoe actually is a running shoe, and you can break off the heel and then… I mean, I don’t know. You could come up with something there. And the folks that say no are sometimes your biggest advocates. What? The folks that… Yes. Because you’ve been able to get into their head, and they’ve shaken it around, and they’ve looked at it and said, “No, that’s probably not right for me. I’m not into high-heeled shoes, but I have a friend.” If you’ve done a sincere job, a thoughtful job, you’ve really asked them questions, and you’ve connected on an emotional level, they’ll open the next door. And that’s what it’s about. It’s often a lot of the same things that you teach people about how to sell their company. It’s how they sell—  Rick, this is fascinating. So how do you connect with people on an emotional level? What’s the trick there?  First thing is: why are they going to take a meeting with you? Why they take a meeting with you answers almost everything that we’ve just asked. If they’re taking a meeting with you because you’re related, okay, that’s the emotional connection. If they take a meeting with you because some friend of yours called them and said, “This is a great way to make money,” that’s another reason. If you found them in an article in the paper—yes, there are things called newspapers. They print them. There are words in them. And there’s somebody in there who has shown an interest in something you do.  Then you’re talking to them about that interest. You want to try to avoid cold calls. Really, it’s a waste of your time and a waste of their time. It’s a random thing. It’s like asking every girl who walks by in college, “Do you want to go out on a date?” Sometimes it works. You get slapped a lot, get arrested, and what have you. There’s this thing called the internet, Steve. And what shocks me is how few people—not just my age, but young pups—say, “Well, that’s for watching YouTube videos.” No.  Through the internet, you have so much information. So maybe I can’t find anything about Johnny Jones, but his kids are on there and what sports they play. Huh. Okay, so I used to do judo. I did three years of judo in high school. If somebody’s doing karate or whatever, I have an opening. I have something to talk about. Now, it’s great if what you have to talk about then connects to something else that they want. It’s a linking process of connecting various things together. It’s what I did… I told you I was a member of the General Assembly in Pennsylvania way back in the ’70s.  And I learned there that if I could get people talking about themselves, or their next-door neighbor, or some relative… What’s funny is people are much more likely to tell you about somebody else. So when I go into a company—this is just a side note—when I’m doing due diligence and I really want to know their financial condition, I’m not going to get it from the CFO. I’m going to get it from somebody over in property management. Why? Because the property management person knows not to tell me anything secret about property management, but they’ll talk about finances all the time. And it’s the same thing. If I’m in a family and I want to know about Daddy, I talk to the daughter.  If I want to know about a neighbor, I talk to a neighbor. I can go to the post office. Everything you ever need to position yourself to sell is out there waiting for you. But you’ve got to get out of your head what you think the market is about and start thinking about individuals within the market. And accept that when I’ve raised money, 70% to 80% of the people I call on don’t do a deal with me. But of that 70%, half of them lead me to somebody else. And I keep up with them. They become my support group. They become my unofficial advisors. Because I’m a decent guy, they want me to succeed. And once they know I’m not bugging them anymore, I say, “Hey, you told me I should go talk to such-and-such.  Here’s what I heard.” And then the network just expands. And occasionally, that person who said no has somebody new come into their life and says, “You need to go talk to Rick Chess.” And sometimes the next time I’m raising money, their situation is different. So the person who told me no originally has seen me work the market and close the deal. It’s amazing how attractive an opportunity is once you can’t put any more money into it. And so you let them know, “I know it wasn’t the right time for you to come into my deal, but we did buy this company. We’ve doubled their…” Whatever it is. You continue to work with them. If somebody is willing to give you time on the phone, on Zoom, at a coffee shop, or wherever, they’re your friend for life. They don’t know that yet, but you’re going to make them your friend for life. It’s the old six degrees of separation—the Kevin Bacon game.  Everybody’s related to somebody somewhere. And it’s what makes this fun for me. You were talking before about growing an exit. I love the process of putting together the network and feeding the network. There are people I’ve known for 50 years that I still talk with.  You’re very good at connecting people and making them look good with other people that you connect them to. It’s very gratifying. So this is a long game, right? Absolutely.  It’s a long game because you’re being decent. You listen to people. You find something that helps them. You learn what they need, what is the itch that needs to be scratched, and then you connect people who can help them scratch that itch. And then they will reciprocate, and it becomes a self-perpetuating process.  Well, I mean, an example is the work that I do in North Carolina with a family that owns 44 hotels. A woman who was my CPA left the CPA firm and became the family officer for a large family here in Richmond. A friend of hers who does advisory work with family offices was giving up on a client. So she told my friend, who used to be a CPA. She introduced me to them and said, “Would you be willing to serve on the board of a private company?” I said, “Well, do they pay?” I used to be on the board of a public company, and after a certain age, you’re not attractive anymore.  After a certain age, they want you off the board because the institutions say, “We want a mix on the board. So I got introduced to these people, and I’ve had a great time. Members of the family have hired me for other work, and it just goes on and on. But I’ve learned that you’ve got to pay it forward. So I have students of mine from VCU who I’ve helped place in jobs. I keep up with them. I give them ideas. And they’re often shocked to find that I’m still in touch with them. I’m not asking them for anything. I’m just saying, “Look, I paid it forward to you. Now it’s your turn to pay it forward to somebody else.” And some of them are doing it. Some of them haven’t caught on yet.  But it is the circle of life, and it’s all tied together. And there are skills you have that I don’t have. There are skills I have that you don’t have. We both have folks that work with business brokers because they have a different drive. But it’s also self-selecting. There are a lot of people you’ve met that you don’t do business with. There are a lot of people I’ve met that I don’t do business with. If you’re going to get into raising money, doing governance, or doing exit planning, whatever it may be, one of the most important things is saying no. Or, “No, I don’t want to work with this person.” You can always be friendly with them. Yeah. But I try to fire a client every month. Somebody that just doesn’t fit for me ethically. Yeah. Or I don’t think there’s anything more I can do for them.  I pass off legal work to other attorneys in Virginia. I’m the chair of the Real Property Section of the state bar. There are 1,550 attorneys. I have plenty of attorneys that I can pass things on to, and they’re happy to get the business, and I’m happy. I’ve got somebody that I’ve referred that’s happy that I’ve referred them. My biggest challenge, my wife would say, my son would say, is that I’m a squirrel chaser. Something new and interesting comes along, and I want to get involved with it. And I’ve wasted so much time. So I’m working with this hotel group down in North Carolina. The last time I had worked with a hotel company was 30 years earlier. Two owners couldn’t agree on a direction.  I worked with them for six months. We made a decision. It was great work. I learned a lot about hotels. But I then went 30 years without applying the same skills. And that’s one thing that, with age, I’ve realized. I am better off saying: “I’ll help you with capital, I’ll help you with governance, and when you’re ready, I’ll help you exit.” That’s it.  Yeah.  If it’s not one of those three, I’ll talk about it.  Yeah.  I’ll listen to you. You don’t want to engage me.  Yeah. I mean, people want deep expertise. They don’t want generalists. They want someone who knows what they’re talking about and who can link them to other resources who also know what they’re talking about. And in today’s age, I think this is becoming more important again. Because of the internet, there was a disintermediation going on, but now there is a reintermediation, I believe. Because there’s so much noise out there, you don’t know what is true and what is fake. AI is creating a lot of fake stuff.  The only people you can really trust are the people who are in front of you, or someone recommends them whom you trust. It’s a transparency thing. So I think what you’re doing is very valuable. It’s going to become even more valuable. And knowledge is ubiquitous. You can ask ChatGPT, and it will give you an answer. But how do you get the trust? How do you get the emotion? How do you get the relationships? That’s all human stuff. And if you still have that, then you’ve got what is valuable.  Well, I have a friend of mine who wrote a book, and he wrote it as a fable. What I love about it is that I know the true story behind the fable. And what comes across in every single chapter is that, with that trust, people who were afraid took a step. And often that is the hardest thing. So I go to the gym six days a week, and the gym is hard. Getting in the car to drive there is the hard part. Once I’m there, I’m around friends, I work hard, I sweat, I get better. Getting in that car and driving down the drive…  So in your fable, in your book, and in most of where I’ve had success, I would love to say it was because I was brilliant. Eh, sometimes I will say I was brilliant. But let me give you an example. United Dominion Realty Trust, now based in Denver and originally based here in Richmond, has been around for 35 years. It was one of the original five REITs in the country—real estate investment trusts. I came in as acquisitions director. They hadn’t closed a deal in a year. I closed three in the first three months. I grew the firm tenfold in 10 years, and I had great people. Buddy Scott as an analyst. Catherine Surface as an attorney.  But what I did was look at it and say, “Does anybody know what we’re trying to buy?” Because they had no acquisition criteria. So I wrote a one-page acquisition criteria document and put it out to everybody who had ever submitted a deal. Oh, and we weren’t responding to the submissions. So a submission would come in, they would look at it and say, “Okay, that doesn’t work.” But they never told anybody no. So one of my rules was that anything that came in would get a response within 48 hours.  And it should be specific. “We don’t like this because of the city.” “We don’t like this because of the roof.” Something specific, because I knew they’d pay attention. And by responding within 48 hours, we went from struggling to get submissions to doubling our submissions within a year. Because people were like, “Oh, we know what they want. We know they will respond.” And then—and this probably sounds outrageous—we celebrated. We put out a newsletter every month. This is back when you mailed things, so we’re going way back into the dinosaur era. But anytime a broker brought us something that we bought, we would do a full-page spread on the broker. We were marketing him or her.  People loved us. And they would tell others about us. So owners would know that if they came to us, we’d make a fair offer and we’d move on. So I would love to say that’s because I was a great attorney. I would love to say that’s because I was insightful. It was just like, “Well, damn, this is obvious.” And reading some of your stuff, I’ve seen you point that out to people time and time again.  You give me too much credit. But yeah, I mean, if you’re there, they say that if you work hard for 25 years, you can become an overnight success. So yeah, it does get obvious when you’ve been studying it long and hard. Well, listen, Rick, that’s been wonderful. So what is your final thought for an entrepreneur, a young entrepreneur or founder who’s coming up? Maybe he’s in real estate. Maybe he’s trying to be successful. What’s the most important mindset for an entrepreneur to become successful?  Well, I mean, you’ve got to know something. I mean, you either need to really know construction, or you’ve got to really know how to lease a space. If you’re going into it like they do on HDTV, like, “Oh, we’re going to find this property and it’s going to be…” You’re going to fail. So get good at something. Accept the fact that you’re not going to be good at everything. Find people who fill in the spots where you aren’t good. In the old days, you might have had to hire them. In today’s world, there are fractional CFOs.  And then when you get down to picking your experts—your attorneys, your accountants, the people that cost you real money—ask them a simple question: When was the last time they did whatever it is that you’re trying to do? Not when was the last time they prepared a securities document. When was the last time they prepared a securities document that succeeded? And that’ll knock out two-thirds of them right there.  Love it. That’s fantastic. Well, if you’re listening to this and you want to be successful in business, or you have a business and maybe you’re getting close to retirement and want to figure out how to transition it, how to exit right, and how to structure it… Or maybe you have a family company and you’re trying to put together a board, and you need someone who really understands governance. Or if you’re trying to do a transaction, a merger, or an acquisition, and you need a trusted advisor who will connect you to the right people and help you make it happen, then call Rick Chess. Rick Chess is here in Richmond. He is on LinkedIn. And you have a website as well, Rick, right?  Yep, yep.  What’s your domain?  It’s chesslawfirm.com.  Chesslawfirm.com. So you can go there, and Rick is going to respond because he always does within 24 hours, or 48 hours max, and he’ll help you. So Rick, thank you very much for coming on the show and sharing your wisdom with us. And if you’re listening to this and you like this show, please follow us on YouTube and Apple Podcasts. Give us a review, and make sure you listen to every episode because we have very exciting entrepreneurs and subject matter experts sharing their knowledge. So thank you for coming, and thank you for listening. Important Links: Rick's LinkedIn Rick's website

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. 

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.

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.

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.

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. 

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.

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. 

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