Podcasts about value creation

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Best podcasts about value creation

Latest podcast episodes about value creation

The Wall Street Skinny
189. Growth Equity Value Creation with Sixth Street's Paul Dodd + The AI Threat to Banking Jobs

The Wall Street Skinny

Play Episode Listen Later Oct 25, 2025 93:15


Send us a textThis week, we're joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in the world. This episode is Part 2 of our Business Operations 101 series, and we're digging into how firms like Sixth Street actually create value inside the companies they invest in. Paul specializes in helping tech and SaaS businesses scale efficiently, so instead of talking about dealmaking, we're talking about what happens after the deal closes: how to turn strategy into growth.Paul walks us through what “go-to-market” really means in practice, from aligning sales and marketing to optimizing customer retention and pricing. He explains how small operational improvements, like shortening onboarding time or using AI to coach sales teams, compound into massive enterprise value during the investment period. We also get into how Sixth Street's operating and deal teams work hand-in-hand, why culture and process discipline matter as much as capital, and how flexibility in capital structure allows them to back great companies through every stage of growth.And finally, we tackle the viral headline of the week: OpenAI is hiring ex–investment banking analysts and MBAs to remove the "drudgery" of junior banking work. We break down whether AI can really replace analysts, why building financial models is still critical to learning the business, and what it means for the future of entry-level Wall Street jobs.Paul Dodd is a Go-to-Market, Operating Partner at Sixth Street focused on providing core expertise to organizations in order to maximize revenue generation and profitable growth.Before joining Sixth Street, Paul served as Chief Growth Officer at SecureLink, SVP of Sales for Compeat Tech, Head of Sales for the GA360 Measurement Suite at Google, and previously served as Vice President of World Wide Sales at Adometry, a leading provider of multi-touch attribution & cross-channel intelligence, acquired by Google in 2014. Before Adometry, Paul served as Vice President of Sales for Retail at Bazaarvoice and as Chief Strategy & Global Sales Officers for Design Reactor/6Connex.He holds an MBA from Baylor University-Hankamer School of Business, an M.A. in Psychology from the University of Santa Monica, and a B.A. in Accounting from Kent State University.For 20% off Deleteme, use the code TWSS or click the link HERE! Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive elite investment success.

Experience Strategy Podcast
Is PWC Redefining Customer Experience/CX ? We Hope So

Experience Strategy Podcast

Play Episode Listen Later Oct 22, 2025 23:18


In this episode of the Experience Strategy Podcast, hosts Joe Pine, Dave Norton, and Aransas Savas discuss PwC's recent report on growth through experience. They explore the evolving definitions of customer experience, emphasizing the importance of trust and meaningful interactions. The conversation delves into PwC's four dimensions of exceptional experiences: coherence, personalization, engagement, and distinctiveness. The hosts critique traditional measurement methods in customer experience, advocating for a focus on meaningful experiences rather than mere service delivery. They also discuss the significance of managing moments of frustration and the concept of modes in customer journeys, concluding with insights from case studies in various industries. Takeaways Customer experience is fragile and requires trust. Meaningful experiences drive customer loyalty. Seamlessness is the baseline, not a value add. Exceptional experiences are defined by PwC as coherence, personalization, engagement, and distinctiveness. Measurement should focus on meaning, not just metrics. Managing frustration can create deeper customer relationships. Modes influence how customers interact with experiences. Retail must embrace experiential strategies to thrive. Trust is a predictor of growth in customer experience. The shift towards experience as a business strategy is gaining traction. Chapters 00:00 Introduction to Experience Strategy Podcast 02:17 Understanding Customer Experience and Trust 05:21 Defining Exceptional Experiences 09:41 The Importance of Measurement in Experience 12:10 Rethinking Value Creation and Trust 13:57 Managing Moments of Frustration 16:43 Modes and Their Impact on Experience 17:09 Case Studies in Exceptional Experiences 19:30 Conclusion and Future Insights Read More: https://www.pwcresearch.com/uc/images/GrowthThroughExperience_2025.pdf Podcast Sponsors: Learn how to inspire advocacy https://www.thecargoagency.com Learn more about Stone Mantel https://www.stonemantel.co Sign up for the Experience Strategist Substack here: https://theexperiencestrategist.substack.com  

Procurement Initiative Leaders Podcast
Ep. 21 – Building Procurement Resilience in a Volatile, Digital Age – with Kai Dittberner

Procurement Initiative Leaders Podcast

Play Episode Listen Later Oct 22, 2025 43:10


Digitalisation succeeds when people lead the change, not just the tools.In this episode, host Mike Jansen speaks with Kai Dittberner, VP Global Procurement at Giesecke+Devrient, about how Procurement at the global security technology company has evolved to drive resilience, innovation, and ESG impact.He explains why successful digitalisation depends on strong processes and people engagement, how G+D leveraged “digital heroes” to embed change, and why regional diversification and supplier collaboration are must-haves in a fractured geopolitical environment. Kai also makes the case for ESG to become a measurable KPI in Procurement, with Scope 3 emissions one day sitting alongside savings and spend.You'll learn:1. Why strong processes must come before digitalisation2. How to leverage “digital heroes” to drive cultural change3. Practical strategies for navigating global supply chain risks4. How supplier collaboration builds true resilience5. Why Scope 3 emissions should become a core Procurement KPI___________Get in touch with Kai Dittberner, on LinkedIn: https://www.linkedin.com/in/kai-dittberner-13b8aa29/___________About the host Mike Jansen:Mike Jansen is Partner at H&Z Management Consulting with over a decade of experience enhancing the value that procurement delivers to organisations. Driven by a passion for tackling challenges, Mike thrives on competition—whether with others or himself. Outside of work, Mike enjoys quality time with his wife and children.Get in touch with Mike Jansen on LinkedIn: https://www.linkedin.com/in/jansen-mike/

this IS research
Data is the fuel that sets innovation on fire

this IS research

Play Episode Listen Later Oct 21, 2025 43:40


Most think that algorithms are the modern root cause of innovations. But says not only are organizations today powered by data, they innovate through data. With several other colleagues, Marta is bringing data studies back to the forefront of information systems research. She produces workshops, a forthcoming book, and an online bibliography with seminal readings. We talk to Marta about the relationship between data and meaning, representation versus innovation, and whether we all soon live in a hyperreality created through synthetic data that lost all connection to the real-world. Episode reading list Alaimo, C., & Kallinikos, J. (2022). Organizations Decentered: Data Objects, Technology and Knowledge. Organization Science, 33(1), 19-37. Aaltonen, A., Stelmaszak, M., & Xu, D. The Data Studies Bibliography. . Chen, H., Chiang, R., & Storey, V. C. (2012). Business Intelligence and Analytics: From Big Data to Big Impacts. MIS Quarterly, 36(4), 1165-1188. Wand, Y., & Wang, R. Y. (1996). Anchoring Data Quality Dimensions in Ontological Foundations. Communications of the ACM, 39(11), 86-95. Xu, D., Stelmaszak, M., & Aaltonen, A. (2025). What is Changing the Game in Data Research? Insights from the “Innovating in Data-based Reality” Professional Development Workshop. Communications of the Association for Information Systems, 56(8), 194-208. Kent, W. (1978). Data and Reality. North-Holland. Hirschheim, R., Klein, H. K., & Lyytinen, K. (1995). Information Systems Development and Data Modeling: Conceptual and Philosophical Foundations. Cambridge University Press. Goodhue, D. L., Wybo, M. D., & Kirsch, L. J. (1992). The Impact of Data Integration on the Costs and Benefits of Information Systems. MIS Quarterly, 16(3), 239-311. Aaltonen, A., & Stelmaszak, M. (2024). Data Innovation Lens: A New Way to Approach Data Design as Value Creation. SSRN, . Recker, J., Indulska, M., Green, P., Burton-Jones, A., & Weber, R. (2019). Information Systems as Representations: A Review of the Theory and Evidence. Journal of the Association for Information Systems, 20(6), 735-786. Bowker, G. C., & Star, S. L. (1999). Sorting Things Out: Classification and Its Consequences. MIT Press. Baudrillard, J. (1981). Simulacra and Simulation. University of Michigan Press. Harari, Y. N. (2024). Nexus: A Brief History of Information Networks from the Stone Age to AI. Random House. Wittgenstein, L. (1953). Philosophical Investigations. Basil Blackwell. Stelmaszak, M., Wagner, E., & DuPont, N. N. (2024). Recognition in Personal Data: Data Warping, Recognition Concessions, and Social Justice. MIS Quarterly, 48(4), 1611-1636. Aaltonen, A., Stelmaszak, M., & Lyytinen, K. (Eds.). (2026). Research Handbook on Digital Data: Interdisciplinary Perspectives. Edward Elgar Publishing. 

FINANCE Podcast
FINANCE TV – Aurelius-Chef Dirk Markus über die Transformation, das jüngste Fundraising und den Hanseyachts-Exit

FINANCE Podcast

Play Episode Listen Later Oct 20, 2025 13:53


Aurelius hat in diesem Jahr mindestens drei Gründe zum Feiern: Nicht nur ist der Private-Equity-Investor 2025 stolze 20 Jahre alt geworden, er hat auch den neuesten Midmarket-Fonds bei 830 Millionen Euro geschlossen und die Langzeitbeteiligung Hanseyachts nach 14 Jahren endlich veräußert. Und nicht nur das: In den vergangenen zwei Jahrzehnten hat Aurelius eine große Transformation durchlaufen, vom Special-Situations-Investor zum Spezialisten für operative Wertsteigerung mit einem Fokus auf gesunde Unternehmen. „Unser Kernfokus ist über all die Jahre aber gleich geblieben“, betont Gründungspartner Dirk Markus im Gespräch mit FINANCE-TV. „Wir wollen Unternehmen erwerben, um sie operativ besser, größer und ertragreicher zu machen.“ Wichtigstes Tool dabei: die rund 190 operativen Professionals, ohne die es für den Private-Equity-Investor „nicht ginge“, und die laut Markus auch eine wichtige Rolle beim erfolgreichen Fundraising gespielt haben: „Die jahrzehntelange Ausrichtung auf ein Thema, nämlich die operative Weiterentwicklung, und unser Track Record, waren sehr hilfreich.“Ein weiterer Meilenstein in diesem Jahr war der Verkauf von Hanseyachts nach rund 14 Jahren. „Wir freuen uns, eine gute neue Heimat für Hanseyachts gefunden zu haben“, resümiert Finanzinvestor Markus. Er gesteht aber auch ein, dass die lange Haltedauer einen Einfluss auf die Rendite gehabt hat. Ob Aurelius mit dem Return trotzdem zufrieden ist, wie der Private-Equity-Investor die Value Creation konkret angeht – Stichwort Künstliche Intelligenz – und ob eine Rückkehr zu den Special-Situations-Wurzeln in der Zukunft möglich ist – das und mehr erfahren Sie im neuen FINANCE-TV-Talk.

Value Creators
Episode #76. Bureaucracy vs. Entrepreneurship: How Bureaucratic Thinking Destroys Value Creation with Ryan Turnipseed

Value Creators

Play Episode Listen Later Oct 15, 2025 50:56


In this episode of The Value Creators Podcast, Hunter Hastings speaks with Ryan Turnipseed about the greatest enemy of entrepreneurial value creation: bureaucracy. Value creation is a universal economic goal, so how and why have bureaucratic restraints emerged, and why are they so resistant to innovation? Drawing on the contrasting theories of James Burnham and Ludwig von Mises, Ryan explains how managerialism and bureaucratic systems suppress innovation, limit consumer sovereignty, and redirect businesses away from value creation toward rule-following and control.From rebranding fiascos to government regulation, from MBAs to corporate conformity, this conversation unpacks why bureaucracy persists and how entrepreneurs can resist it. Ryan highlights examples of entrepreneurial leadership—such as Elon Musk's overhaul of Twitter—that demonstrate how decisiveness and freedom can dismantle bureaucratic inertia.Key insights include:Why bureaucracy prioritizes rules and efficiency over profit and consumer value.How Burnham and Mises offer different but complementary theories of bureaucracy's rise.Why entrepreneurs must assert autonomy and freedom to restore value creation in their businesses.This is a must-listen for leaders who want to build adaptive, value-driven organizations in the 21st century.Resources:➡️ Learn What They Didn't Teach You In Business School: The Value Creators Online Business CourseSubscribe to Ryan Turnipseed's YouTube ChannelConnect with Hunter Hastings on LinkedInSubscribe to The Value Creators on SubstackMorning Star: Pioneering Zero-Bureaucracy OrganizationIs Managerialism Inevitable? Two Explanations For Cracker Barrel's Attempted Rebrand - Ryan Turnipseed on Substack

The Knowledge Project with Shane Parrish
Tracy Britt Cool: Brick by Brick

The Knowledge Project with Shane Parrish

Play Episode Listen Later Oct 14, 2025 104:51


This week I sat down with Warren Buffett's former financial assistant Tracy Britt Cool. In this exclusive interview, you'll learn how she went from writing a cold letter to Buffett to being sent in to fix struggling Berkshire subsidiaries, how to evaluate real business performance, and how incentives, culture, and structure line up to create lasting success. ----- Approximate Chapters (00:00) Intro, recent reading, and family life (06:39) Value Creation in operating; why companies struggle to adapt (09:23) Upbringing, education, and early career outreach (13:46) Lessons from Berkshire, leaving, and the Pampered Chef turnaround (18:25) Ad Break (20:35) Kanbrick long-term investment partnership and the Pampered Chef turnaround (27:40) People, culture, and building repeatable systems (KBS) (41:57) Sourcing deals, the five M's, and moats (52:52) Post-close playbook, Kanbrick Business System evolution, community, and leverage (1:11:53) AI, productivity, and the WHO hiring process (1:20:49) Businesses to avoid investing in, board lessons, and governance (1:26:44) Financial literacy, integrity in hiring, and broader reflections (1:42:49) Closing thanks and outro ----- About Tracy Tracy Britt Cool is the co-founder of Kanbrick and former CEO of Pampered Chef. At Berkshire Hathaway she worked directly with Warren Buffett as his financial assistant. ----- *This Episode Made Possible By:* Basecamp: http://basecamp.com/knowledgeproject reMarkable: https://www.reMarkable.com ----- Upgrade: Get a hand edited transcripts and ad free experiences along with my thoughts and reflections at the end of every conversation. Learn more @ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish X ⁠⁠⁠⁠⁠@ShaneAParrish⁠⁠⁠⁠⁠ Insta ⁠@farnamstreet⁠ LinkedIn ⁠Shane Parrish Learn more about your ad choices. Visit megaphone.fm/adchoices

NEGOTIATEx
Episode 13: Trust, Strategy & the Science of Negotiation | Negotiate X in Rewind

NEGOTIATEx

Play Episode Listen Later Oct 9, 2025 10:35


In this episode of Negotiate X in Rewind, hosts Aram Donigian and Nolan Martin sit down with negotiation strategist Keld Jensen to explore the intersection of Trust, Strategy & the Science of Negotiation. Keld reveals why negotiation isn't instinct—it's a learned discipline grounded in research and structure.  Additionally, he introduces his SMARTnership approach, explaining how trust, clear strategy, and measurable value creation transform deals into true collaborations. From redefining partnership to using data-driven insights that uncover hidden value, this episode challenges professionals to approach negotiation scientifically—balancing analytical rigor with human connection for lasting results.  

Procurement Initiative Leaders Podcast
Ep. 20 - Driving Procurement Excellence through Digitalisation at Scale - with Karl Poulsen

Procurement Initiative Leaders Podcast

Play Episode Listen Later Oct 8, 2025 33:59


Procurement transformation isn't just about systems. It's about scale, culture, and strategy.In this episode, host Richard McIntosh speaks with Karl Poulsen, CPO at Hiscox, about leading a greenfield procurement transformation by leveraging digital tools not just to modernise, but to embed excellence at scale.Karl shares how he moved the organisation from spreadsheets and silos to a centralised, tech-enabled function. He explains how automation, governance, and scalability were built with compliance in mind—but designed to support consistency and growth across a complex, international business. From reducing a 10,000-supplier sprawl to navigating cultural change across regions, Karl reveals what it takes to turn procurement into a true engine of business value—and why the hardest part wasn't the technology, but shifting mindsets and ways of working.You'll learn:1. How to build a business case for procurement tech from a greenfield start2. Why cultural change is harder and more important than system implementation3. How automation drives compliance, risk management, and sustainability4. Where the biggest financial gains come from in digital procurement5. What to prioritise post-rollout to improve adoption and user experience___________Get in touch with Karl Poulsen on LinkedIn: https://www.linkedin.com/in/karl-poulsen-a6bb2112/___________About the host Richard McIntosh:Richard McIntosh, Partner at H&Z Management Consulting, has spent over 23 years helping procurement leaders succeed. Richard is an avid rugby fan, and a children's rugby coach, with a passion for helping children to become their best selves through sports. He spends his time outside of work with his wife and children. Get in touch with Richard McIntosh on LinkedIn: https://www.linkedin.com/in/mcintosh-richard/ ___________The Procurement Initiative Leaders Podcast is powered by H&Z Management Consulting in collaboration with SAWOO.

Upside/Downside - a podcast for Finance Business Partners
Ep 46: Thinkie Brain Training - Becoming a Brand of Choice Through Smart Value Creation

Upside/Downside - a podcast for Finance Business Partners

Play Episode Listen Later Oct 7, 2025 19:32 Transcription Available


Send us a textWelcome!  Upside/Downside is a podcast about value creation and inspiration for business leaders to grow profits and cash flow.  I'm your host, Matt Cooley. Acquiring a unique brain training product from one of Japan's keiretsu conglomerates and turning it into a B2C hit requires guts and vision.  Nick White and his three colleagues at Thinkie took that leap and he joins me on this episode to share several aspects of their value creation journey.Thinkie's full throttle push is exciting.  Positioning against the 800 lb gorilla market leader, messaging strategies to target segments, what it means to be a science-first company, real-time cash management, and why you may need to argue with yourself when you wear multiple hats in a 4-person company (hilarious!) are just a few of the gems we cover together.Increase your own neuroplasticity and join us!Thank you for listening and please visit Upside/Downside podcast and enter your email for my FREE list: "10 places to look for higher profits and cash flow right now!".

Lay of The Land
#225: Jeff Berlin (Bridge Industries) — American Manufacturing, Permanent Capital, and Patiently Scaling an Industrial Platform

Lay of The Land

Play Episode Listen Later Oct 2, 2025 68:08


Jeff Berlin is the Founder and President of Bridge Industries & Chairman and CEO of TransTech Energy. Jeff's journey spans from his early days at Parker Hannifin to helping grow Hawk Corporation from a $20 million single-plant business into a $200 million global operation, and ultimately to founding his own company, Bridge — an industrial holding company anchored by TransTech — that has quietly scaled into a multi-hundred-million-dollar enterprise based in Chagrin Falls.In our conversation, we cover Jeff's conviction in the importance of American manufacturing and how it shaped his career-long commitment to building enduring businesses; the creation of Bridge Industries and his intentional choice of a permanent holding-company model over traditional private equity; the more than 25-fold scaling of TransTech into a diversified industrial platform with over 700 employees, up from just 35 a decade earlier; and the lessons learned along the way — the resilience and philosophy that guide him, how to weather downturns, usefulness as a true measure of value and success, culture across companies, and much more.00:00:00 - The Roots of American Manufacturing Belief 00:07:35 - Formative Experiences in Leadership 00:09:00 - Transformational Growth at Hawk 00:11:55 - Resilience in Business 00:13:10 - The Birth of Bridge 00:14:14 - Understanding Industrial Holding Companies 00:16:25 - Differentiation from Traditional Private Equity 00:19:00 - The Journey of Bridge 00:20:47 - Strategic Growth and Acquisitions 00:27:31 - Managing Geographic Expansion 00:30:01 - Introducing TransTech 00:31:28 - Building Infrastructure for Energy Solutions 00:35:59 - Strategic Growth and Acquisition Insights 00:38:10 - The Importance of Vertical Integration 00:42:51 - Cultural Dynamics in Business Integration 00:43:43 - The State of American Manufacturing 00:46:30 - Defining Success and Value Creation 00:48:10 - Future Ambitions for Bridge and TransTech 00:49:40 - Mentorship and Leadership Evolution 00:51:22 - Understanding the Nature of Industrial Work 00:54:40 - The Role of Infrastructure in Daily Life 00:55:56 - Excitement for Future Challenges 00:58:07 - Investing in Financial and IT Infrastructure 00:59:52 - Automation and Its Implications 01:01:53 - Guiding Wisdom and Philosophy 01:02:51 - Renewable Natural Gas and Environmental Impact 01:05:51 - Hidden Gem-----LINKS:https://www.linkedin.com/in/jeff-berlin-9b156a12/https://bridgeind.com/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Past guests include Justin Bibb (Mayor of Cleveland), Pat Conway (Great Lakes Brewing), Steve Potash (OverDrive), Umberto P. Fedeli (The Fedeli Group), Lila Mills (Signal Cleveland), Stewart Kohl (The Riverside Company), Mitch Kroll (Findaway — Acquired by Spotify), and over 200 other Cleveland Entrepreneurs.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

Alt Goes Mainstream
Hg's Chris Kindt - AI's transformative role in value creation for private equity

Alt Goes Mainstream

Play Episode Listen Later Oct 1, 2025 57:00


Welcome back to the Alt Goes Mainstream podcast.Today's episode provides a fascinating window into the world of private equity value creation and how AI can help transform both portfolio company and investment firm processes and operations to create value.We sat down in New York with Hg Partner and Head of Value Creation Chris Kindt to dive into how he spearheaded the growth of the firm's in-house value creation efforts and has built a high-performing team to meet the evolving needs of portfolio companies.Chris brings 15 years of experience in architecting and driving value creation to bear, with 11 years of experience at Hg and another 8 years as a consultant at BCG and Parthenon.Chris and his team are responsible for driving value across a portfolio of 55 companies that represents over $180B in enterprise value and would represent the second largest software company in Europe after SAP if it were a conglomerate.Chris and I had a thought-provoking discussion about value creation and the impact of AI on investing and operating companies. We discussed:How to build a high-performing value creation team.Where value creation has the biggest impact.How AI is transforming investment processes.How Hg has become an “AI-first” investment firm.Where AI will have the most impact in a company today and why agentic AI is transforming certain roles and processes within companies.How professionals can generate the most leverage from utilizing AI – without having cognitive decline.Why prompting and prompt engineering is so critical in the age of AI (and how you can use your weekends to perfect prompt engineering).How a management team can buy into AI and why the current time period represents an interesting opportunity for incumbents, particularly for those building mission-critical enterprise software.Thanks Chris for sharing your expertise and wisdom on company building and AI. We hope you enjoy.Note: this episode was filmed in August 2025.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to the Alt Goes Mainstream Podcast02:10 Guest Introduction: Chris Kindt03:58 Chris Kindt's Background and Journey05:43 Value Creation at Hg06:55 Pre-Investment and Diligence Process07:44 Management Team Dynamics08:40 Common Value Creation Interventions11:14 Building a Cross-Functional Team12:31 Scaling the Value Creation Team15:40 Measuring Value Creation Impact17:49 Investment Philosophy: Inch Wide, Mile Deep19:28 Partnerships with Management Teams20:03 Embedding AI in Value Creation20:24 Internal vs External AI Applications21:47 AI First Culture22:18 Effective AI Utilization24:04 Prompt Engineering and Whispering26:25 Choosing the Right AI Models26:50 AI Models: Strengths and Weaknesses27:42 Transformative Impact of AI28:21 Skills Needed in the AI Era28:26 AI's Role in Investment Firms28:55 Core Insights and Judgements29:04 The Core Skillset and Efficiency29:12 Philosophical Questions on AI and Talent Development30:18 Building Grit in the Age of AI31:12 Maintaining Discipline with AI32:08 AI as a Value Creation Lever32:35 Operational Efficiency and Copilots33:43 Emergence of Reasoning Models and Agentic Frameworks34:31 10x Efficiency in Engineering36:24 Challenges in Implementing AI37:16 AI Immersion Strategy Days39:52 Organizational Agility and AI42:15 AI's Impact on Investment Strategies43:26 AI in Mergers and Acquisitions45:29 The Importance of Proprietary Data47:12 AI Fatigue and Disillusionment48:07 Building AI Products and Agentic Products48:58 Hg's Internal AI Incubator49:59 The Next Wave of AI51:19 Voice and Multimodality in AI51:55 Globalization and Internationalization of AI53:35 Overestimating and Underestimating AI's Impact54:54 The Competitive Landscape of AI55:42 The Future of Value Creation with AI56:23 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

The Remarkable CEO for Chiropractors
325 - Why Do Most Chiropractors Miss Their Targets and How to Fix It

The Remarkable CEO for Chiropractors

Play Episode Listen Later Sep 30, 2025 42:40


How do you actually hit the goals you set for yourself and your clinic? Dr. Stephen and Dr. Pete reveal a proven 4-step system that helps chiropractors move from vision to measurable wins. You'll hear how to set clearly defined, SMART goals, commit until you hit them, choose meaningful rewards, and repeat the cycle to create lasting momentum. From launching premium trainings “out of vapor” to modeling accountability with their families and teams, they show how goal setting drives leadership, builds team culture, and fuels practice growth.In this episode you will:Learn how to translate vision into quantifiable goals your team can own.See a four-step framework to set, hit, reward, and repeat goals for sustained momentum.Discover ways to fund big rewards by creating new value instead of taking on debt.Understand how personal goal discipline becomes contagious team culture.Get daily habits for writing, reviewing, and being accountable to your targets.Episode Highlights01:28 – Learn why “goal getting” creates more results than just goal setting.02:15 – Discover the 4-step framework that makes goals repeatable and rewarding.02:32 – See how a clear target can turn into a movement that inspires others.04:31 – Understand how family leadership lessons reinforce purpose during transitions.08:00 – Hear why coaching often sparks the discipline of writing down goals.09:00 – Learn how to hold yourself to a number until you hit it without compromise.10:10 – Discover the success pattern shared by people who consistently hit goals.11:40 – See how to translate vision into measurable, SMART-style goals.13:07 – Learn creative ways to fund rewards without borrowing or draining savings.14:38 – Hear how packaging a premium experience can create new value from scratch.15:05 – Discover pricing and positioning choices that help sell out events.18:41 – Identify which step of the 4-step process you may be skipping.20:15 – Learn why CEOs must set personal goals, not just live in others' targets.21:35 – Discover daily habits—like writing, reviewing, and sharing—that build accountability.23:33 – See how to connect team goals to their personal stories for deeper buy-in.27:28 - Success Partner Dr. Adrian Dennewald, creator of the Denneroll, sits down with Dr. Oz for an engaging conversation about how this simple yet powerful tool is transforming patient care. He explains how the Denneroll helps correct spinal imbalances, improve posture, and enhance outcomes both inside and outside the clinic. You'll hear how it works hand-in-hand with chiropractic adjustments, keeps patients actively involved in their own recovery, and delivers measurable benefits like improved range of motion, reduced muscle tension, and stronger long-term results. Resources MentionedJoin the TRP Remarkable Attraction Immersion - Oct 10 and 11 in Phoenix, AZ and Oct 24 & 25 in Adelaide, AUS - https://theremarkablepractice.com/upcoming-events/For more information about Denneroll please visit: https://www.denneroll.com/Schedule a Strategy Call with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcastor follow on your favorite podcast app.

Upside/Downside - a podcast for Finance Business Partners
Ep 45: Zinnia TV - Driving Value Creation Through a Better Dementia Care Experience

Upside/Downside - a podcast for Finance Business Partners

Play Episode Listen Later Sep 30, 2025 24:26 Transcription Available


Send us a textWelcome!  Upside/Downside is a podcast about value creation and inspiration for business leaders to grow profits and cash flow.  I'm your host, Matt Cooley.  Bill Uniowski, CEO and Co-Founder of Zinnia TV, joins me to discuss the business through a value creation lens and how that drives the ability to help more people as society continues to age.  Zinnia's therapeutic TV for people with dementia and their caregivers is designed to reduce agitation and increase connection.  This combination benefits the care recipient and caregiver simultaneously, and is the engine driving value for Zinnia.What were the two key inflection points for Zinnia that set their business on a growth trajectory? What role does data-driven evidence play?  How do you manage churn in a business like this?  Hint: it's a bit different.  What role are AI and personalization going to play in the future for Zinnia?  These are just a few of the topics covered in this episode.  Listen in and get inspired with us!Thank you for listening and please visit Upside/Downside podcast and enter your email for my FREE list: "10 places to look for higher profits and cash flow right now!".

Life Science Success
Revolutionizing Addiction Risk: Genetics, Tech, and Hope Unveiled

Life Science Success

Play Episode Listen Later Sep 27, 2025 48:27


Send us a textIn this episode of the Life Science Success Podcast my guest is James Piacentino, CEO of Thrive Genetics, Inc., a pioneering digital health startup focused on transforming addiction risk assessment through genetic and behavioral science. James brings a unique blend of entrepreneurial experience, technical expertise, and personal mission to develop innovative solutions that help healthcare providers manage dependency risk with unprecedented precision.00:00 Introduction to Life Science Success Podcast00:46 Upcoming Podcast Announcement01:08 Introducing James Piacentino01:49 James Piacentino's Background in Digital Health03:29 Corporate Experience and Startup Journey06:53 Founding Thrive Genetics08:35 The Impact of Addiction on Families09:19 Thrive Genetics' Approach to Addiction Risk18:43 Partnerships and Technological Advancements21:29 Combining Genetics, Behavior, and AI25:06 The Conservative Approach to AI in Customer Journeys26:12 Balancing Scientific Rigor with Business Models27:09 Adoption and Value Creation in Technology30:54 The Importance of Customer Feedback40:05 Leadership Lessons and Values-Based Leadership43:18 Inspiration and Overcoming Limiting Beliefs45:29 Concerns and Complexities in Today's World46:47 Excitement for the Future47:35 Conclusion and Farewell

The Bootstrapped Founder
416: The Ownership Paradox: What Do You Really Control in Your Software Business?

The Bootstrapped Founder

Play Episode Listen Later Sep 26, 2025 19:12 Transcription Available


As I'm building yet another software service business after having built and sold one back in 2019, I keep wrestling with a fundamental question that might sound simple but has profound implications: What do I actually own in this business?This episode of The Bootstraped Founder is sponsored by Paddle.comThe blog post: https://thebootstrappedfounder.com/the-ownership-paradox-what-do-you-really-control-in-your-software-business/The podcast episode: https://tbf.fm/episodes/416-the-ownership-paradox-what-do-you-really-control-in-your-software-businessCheck out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

Upside/Downside - a podcast for Finance Business Partners
Ep 44: Discover Live - How Accessibility & Connection Power Value Creation at This Virtual Travel Company

Upside/Downside - a podcast for Finance Business Partners

Play Episode Listen Later Sep 23, 2025 27:33 Transcription Available


Send us a textWelcome!  Upside/Downside is a podcast about value creation, and how business leaders like you can grow your profits and cash flow.  I'm your host, Matt Cooley.  In this episode, Jay Wei, CEO and Founder of Discover Live, takes us on a value creation journey through the power of creating connections and accessibility for the 94% of the world's population that can't physically travel.Jay shares the importance of understanding what you're really selling and how to use key metrics to drive value creation.  With a NPS score of 88% and a ton of customer stories, including memories of a first kiss, a 5.8 earthquake and climbing the Great Wall in the pitch black of night, we explore the building blocks to stronger profits and cash flow.  We learn why exceptional guides are like great chefs, and how they are fundamental to value creation.  And we get into unit economics and the power of partnerships.This episode feels like an inspirational college course in a friendly 27-minute package.  Find a comfortable seat and join us!Thank you for listening and please visit Upside/Downside podcast and enter your email for my FREE list: "10 places to look for higher profits and cash flow right now!". Matt

Entrepreneurs United
EP 264: How to Scale Company Value with One Powerful Number w/ Lee Benson

Entrepreneurs United

Play Episode Listen Later Sep 22, 2025 46:53


In this episode of the Entrepreneurs United Podcast, hosts John St. Pierre and Rich Hoffmann sit down with Lee Benson, a seasoned entrepreneur with multiple high-value company exits. Lee dives into the concept of acting like the CEO of your own role and introduces his 'Mind Management System,' a groundbreaking approach to aligning every team member toward value creation.Lee shares:Why execution is more important than strategyHow to define your most important number across teamsThe leadership traits that matter most for scalingHow to build a culture of productive engagementWhat readiness for growth really meansWhether you're scaling up or recalibrating your business, this episode provides invaluable insights into creating lasting value for your organization, your employees, and your customers.Tune in to discover how to elevate your company's value and foster a culture where everyone contributes like an owner.Timestamps 00:00 The CEO Mindset: Owning Your Role 00:27 Introduction to Lee Benson and Execute to Win 01:05 The Importance of Execution in Business 01:42 Diving into 'Your Most Important Number' 02:22 Creating Value Holistically 03:35 The Mind Management System 05:02 The Role of Leadership in Value Creation 07:00 Designing Roles for Productive Engagement 09:09 Setting Up a Business for Success 21:21 The Value Creation Flow Structure 25:28 Traits of Effective Leadership 26:52 Readiness for Growth 28:47 Engaging Employees in Value Creation 39:06 Final Thoughts and Resources 42:22 Driving Productive Engagement and Value Creation 43:04 The Mind Management System: A 50-Year Success Story 44:27 Creating Value Across Different Business Functions 45:56 The Importance of Productive Engagement 48:27 Setting Up a New Company for Success 49:26 The Role of Management Operating Systems 51:20 Aligning Teams to Create Value 01:01:52 Leadership Traits and Readiness for Growth 01:17:04 The Fair Exchange of Value in EmploymentConnect with Lee Benson Website: https://www.etw.com/leadership-value-lab LinkedIn: https://www.linkedin.com/company/execute-to-win#Entrepreneurship #Leadership #BusinessGrowth #Execution #ValueCreation #StartupStrategy

Impact Pricing
Monetizing AI: Beyond Cost-Plus Pricing with Ian Clark

Impact Pricing

Play Episode Listen Later Sep 22, 2025 32:41


Ian Clark runs Crescendo Consulting, helping companies monetize AI features. He's advised leadership teams on packaging, pricing metrics, and outcome-based models. And of course, he performed his obligatory stint at Simon Kutcher Partners. In this episode, Ian challenges common misconceptions about AI pricing, explaining why cost-plus pricing is still wrong even with variable AI costs, how to choose the right pricing metrics beyond tokens, and why outcome-based pricing isn't the silver bullet many believe it to be.   Why you have to check out today's podcast:  Understand why AI costs shouldn't drive your pricing strategy, even when margins drop below traditional SaaS levels.  Learn how to identify pricing metrics that correlate with willingness to pay rather than falling into the token-based pricing trap. Discover why outcome-based pricing for AI faces fundamental attribution problems that make it less viable than expected.   "The best way to get willingness-to-pay data and to understand where the value of your product comes from is by doing customer interviews, not the testing, not the data, customer interviews."  – Ian Clark   Topics Covered: 02:59 - Monetizing AI vs. SaaS. The surprising similarities between AI and SaaS pricing, and why cost-plus pricing remains a bad idea even with AI's variable costs. 05:17 - Pricing Strategy in AI.The gross margin threshold where revenue-optimizing and margin-optimizing prices diverge (50-60%), plus the potato chip pricing thought experiment. 09:35 - AI Pricing Strategies.Why token-based pricing is problematic and how to find the right pricing metric that correlates with willingness to pay. 12:24 - Pricing Strategies for AI Tools.Real-world case study of sales enablement AI: choosing between user-based vs. usage-based pricing based on wallet size indicators. 16:27 - Outcomes-based Pricing Skepticism.The attribution problem with outcomes-based pricing and why it's harder to implement than it appears, using grocery shrinkage AI as an example. 20:11 - Outcome-based Pricing for AI. Sierra's "resolved conversations" model critique and the ethics of incentivizing AI agents vs. human labor. 24:03 - Pricing and Value Creation.The three-layer value framework: actual economic value → perceived value → willingness to pay, accounting for risk, timing, and budget constraints. 26:39 - 10% Rule in Pricing Strategy.Debunking the "charge 10% of value created" rule with Y Combinator math showing how small variations (9X vs 11X) can dramatically impact company survival. 30:31 - Customer Interviews for Pricing Insights.Why customer interviews beat data analysis and A/B testing for understanding willingness to pay and pain points.   Key Takeaways: "We have known for a very long time that cost-plus pricing is a really bad idea. And it's not the case that now suddenly that we have AI, now suddenly it's a good idea." - Ian Clark "So the 10x rule, it's great, but it's just woefully insufficient. Why not 11x? Why not 9x? You actually don't know." - Ian Clark "One thing that we like to say about pricing and monetization is that people think it's like architecture, but it really should be like gardening." - Ian Clark   People / Resources Mentioned: Simon Kutcher Partners: https://www.simon-kucher.com/en Alpine Investors: https://alpineinvestors.com/ James Wilton: https://www.linkedin.com/in/jamesdwilton/ Sierra: https://sierra.ai/ Fin AI: https://fin.ai/ Y Combinator: https://www.ycombinator.com/ McKinsey: https://www.mckinsey.com/   Connect with Ian Clark: Website: https://crescendo.consulting LinkedIn: https://www.linkedin.com/in/ian-harrison-clark/ Email: ian@crescendo.consulting   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

Move The Ball™
Bryant Henson: How to Differentiate and Elevate Your Career

Move The Ball™

Play Episode Listen Later Sep 18, 2025 40:41


In this episode of the Move the Ball podcast, Jen Garrett sits down with Bryant Henson, a senior executive with experience in Fortune 100 companies, to discuss leadership, career advancement, building effective relationships, and the importance of networking. Bryant shares pivotal moments from his career, lessons learned from the aerospace and defense industry, and draws parallels between motorsports and business success. Episode Highlights: [3:00] Bryant’s Five-Part Framework for Career SuccessBryant outlines his approach to leadership and career growth, emphasizing relationships, making others successful, continuous learning, gaining the right experience, and delivering value. [9:00] Building Relationships and Thriving in Matrix OrganizationsDiscussion on the importance of culture, trust, and communication in building strong teams and thriving in complex, matrixed corporate environments. [24:00] Pivotal Career Moments and the Value of Lateral MovesBryant shares a defining moment in his career, the importance of taking lateral roles, and knowing when to say no to opportunities. [30:00] Motorsports, Mindset, and Business ParallelsBryant talks about his passion for racing, what motorsports have taught him about preparation and teamwork, and how these lessons apply to business leadership. Bryant Henson is a seasoned senior executive with a proven record of driving global growth, innovation, and operational excellence across government and commercial markets. He has held senior leadership roles at Otis Worldwide, L3Harris Technologies, and Lockheed Martin, where he led global businesses, guided mergers and acquisitions, and accelerated technology solutions worldwide. Known for his dynamic leadership and ability to energize organizations, Bryant continues to shape industries through his executive advisory and private equity work. Connect with Bryant: LinkedIn: https://www.linkedin.com/in/bryant-henson-1820a222/ IT'S TIME TO SHOW UP WITH CONFIDENCE, MAKE AN IMPACT, AND MOVE THE BALL:

Three Cartoon Avatars
EP 150: Bret Taylor (CEO, Sierra): A New Class of Software Winners

Three Cartoon Avatars

Play Episode Listen Later Sep 12, 2025


Bret Taylor is the CEO of Sierra and Chairman of the Board of OpenAI. He previously served as co-CEO of Salesforce. I sat down with Bret to explore how the AI revolution compares to previous platform shifts and what it means for both startups and incumbents navigating this transition. (00:00) Introduction and Recent Milestone (00:38) AI Market and Historical Comparisons (02:30) Competitive Landscape and Business Models (06:02) Outcome-Based Pricing and Value Creation (13:52) Technological Shifts and Business Transitions (26:32) Adoption Challenges and Forward Deployed Engineering (37:21) Early Investment in Snowflake and Cloud Strategy (38:02) Enterprise Software Market Dynamics (38:38) AI Agents and Implementation Costs (41:06) Democratization of Software Development (43:35) The Future of Software Companies and AI Agents (49:36) Consumer Behavior and AI Agents (58:56) The Role of AI in Customer Experience (01:01:25) Career Advice in the Age of AI Executive Producer: Rashad Assir Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

Beyond 7 Figures: Build, Scale, Profit
Add Value First Money Follows feat. Ramon Ray

Beyond 7 Figures: Build, Scale, Profit

Play Episode Listen Later Sep 12, 2025 46:21


Learn how giving value first creates predictable revenue growth Add Value First Money Follows - that's the simple rule most business owners have backwards. They think about what they can get instead of what they can give, and that's why they stay stuck. In this episode, I brought on Ramon Ray because his energy is amazing, but more importantly, he figured out something most people miss: you make money based on how much you help others. We talk about the real meaning behind Darwin's "survival of the fittest" - spoiler alert, it's not what you think - and why hanging around more successful people creates steady growth. Ramon and I break down how to create your own chances instead of waiting to be invited, and why building systems that grow beats working harder every single time. Ramon Ray is exactly the kind of business owner I love talking with - he doesn't wait for permission, he makes his own luck. This guy has built and sold many companies, recently got a job as Bitdefender's small business rep, and here's how he did it: he walked right up to them after speaking at their event and basically made his own job. That's the kind of thinking that separates million-dollar business owners from everyone else. Ramon wrote "Celebrity CEO" and has been on major TV shows, but what I respect most is how he treats relationships - it's never just about business, always about helping first. And now that he's a grandfather to little Ezra, you can bet he's thinking about what he's building and the lessons he'll teach about creating steady success. KEY TAKEAWAYS: How to build revenue-generating relationships by starting every interaction asking what's happening in their personal life and how you can add value instead of leading with your pitch. What to do when opportunities don't come to you by creating your own table and walking up to decision-makers to pitch roles that don't exist yet like Ramon did with Bitdefender. How to accelerate your business growth by surrounding yourself with people operating at higher temperatures who naturally pull you up instead of those who drag you down to their comfort level. What separates seven-figure businesses from the rest by building scalable systems and hiring people to expand the business with you so you're not trapped in daily operations. When to take action on opportunities by getting comfortable being uncomfortable and moving immediately without perfect strategy because breakthrough moments require instant response. What to focus on instead of just services by delivering measurable outcomes and business impact since AI is commoditizing results but can't automate true transformation. How authentic networking creates predictable revenue by approaching relationships with genuine intent to help first so opportunities emerge naturally without forced transactions. When business gets tough and you want to quit by showing up and executing anyway because someone loses if you don't win and consistency during lows separates successful entrepreneurs. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com https://start.predictableprofits.com/community  

The Sales Lab
TSL S3E16 - "What is Technical Sales" - David Sterne, Acme Brick

The Sales Lab

Play Episode Listen Later Sep 11, 2025 56:25


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

Boosting Your Financial IQ
Part 3: What Creates Value in a Business? | Cash Flow

Boosting Your Financial IQ

Play Episode Listen Later Sep 9, 2025 13:32


This is Part 3 of Steve Coughran's book Cash Flow. Steve reveals what truly creates value in a business: generating more cash flow than the cost of your investments. He explains return on invested capital (ROIC), why growth without strong returns destroys value, and how to measure whether your business is actually creating or burning cash.LinkedIn | YouTube coltivar.com

Boosting Your Financial IQ
Part 11: Lever #7 – Strategy | Cash Flow

Boosting Your Financial IQ

Play Episode Listen Later Sep 9, 2025 21:47


This is Part 11 of Steve Coughran's book Cash Flow. Steve covers the seventh lever of cash flow: strategy. He explains why profit is just the result of a good strategy, how ROIC is the scoreboard that proves whether your strategy is working, and the two main paths to long-term competitive advantage: differentiation or cost leadership.LinkedIn | YouTube coltivar.com

Alt Goes Mainstream
Stonepeak's Luke Taylor - what it takes to be a great infrastructure investor

Alt Goes Mainstream

Play Episode Listen Later Sep 3, 2025 58:52


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with the firm's Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak's rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.Luke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm's investment committees. He's been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.Luke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:How Luke went from growing up on a sheep farm to investing in infrastructure in New York.What Macquarie taught him about how to approach infrastructure investing.Why he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm's earliest days.Why infrastructure investing is more than toll roads, airports, and bridges.How there are elements of a private equity approach to investing in, building, and operating infrastructure assets.Where infrastructure fits in an investors' portfolio.Why individual investors should consider exposure to infrastructure assets.Has infrastructure proved itself through an inflation cycle?Why scale matters in infrastructure investing.How Stonepeak identified investing in data centers early on and well before the data center boom began.What type of demeanor and mindset makes for a successful infrastructure investor.Thanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Opening and Theme01:55 Episode Overview: Infrastructure Investing02:04 Guest Introduction: Luke Taylor02:45 Luke Taylor's Background and Journey04:49 Early Days at Macquarie07:19 Transition to Stonepeak08:04 Building Stonepeak 10:13 Value Creation in Infrastructure11:59 Mindset of an Infrastructure Investor13:08 Balancing Long-Term and Agile Thinking15:42 Key Drivers of Value Creation16:10 Underwriting and Risk Management18:00 Operational Intensity and Asset Utilization21:51 Network Effects in Infrastructure23:19 Infrastructure as a Defensive Investment26:13 Portfolio Construction and Infrastructure26:39 Private Infrastructure and Yield Benefits27:29 Productizing Infrastructure Investments27:41 Equity, Credit, and Real Estate Strategies29:23 Thematic and Opportunistic Investing29:53 Data Centers and Early Investments30:06 Identifying Investment Opportunities30:14 Evolution of Data Centers30:58 Interconnection Hubs and Carrier Hotels31:32 AI Boom and Data Centers33:22 Investing in AI Through Infrastructure34:42 Underwriting AI Thematics35:04 Capital Needs in Data Centers35:32 Downside Protection in AI Investments36:49 Navigating Increased Capital in Infrastructure37:35 Durability of Cash Flow in Infrastructure38:40 Scaling Stonepeak's Infrastructure Investments39:18 Diversification in Infrastructure Investments41:47 Developing an Edge in Origination42:36 Structural Elements in Deal Sourcing42:57 Competition and Market Structure43:26 New Entrants in Infrastructure43:44 Building New Assets in Infrastructure43:54 Exits and Evergreen Funds46:27 Private Wealth and Infrastructure51:25 Challenges in Starting a Wealth Business51:51 Deal Flow and Product Construction53:50 Volatile Markets and Opportunities54:20 Interest Rate Risks in Infrastructure55:18 Favorite Infrastructure Opportunities57:01 Closing Thoughts and Full CircleEditing and post-production work for this episode was provided by The Podcast Consultant.

Optimal Business Daily
1797: How Entrepreneurs Can Think Like Venture Capitalists by Mike Smerklo on Long-Term Value Creation

Optimal Business Daily

Play Episode Listen Later Sep 1, 2025 8:43


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 1797: Mike Smerklo explains how entrepreneurs can strengthen their decision-making by adopting a venture capitalist's perspective. By focusing on risk assessment, portfolio thinking, and long-term value creation, founders can make more strategic choices that increase resilience and growth potential. Read along with the original article(s) here: https://www.mikesmerklo.com/how-entrepreneurs-can-think-like-venture-capitalists/ Quotes to ponder: "VCs have to be able to assess risk and reward with incomplete information, and make bets accordingly." "Think of your entrepreneurial career as a portfolio, some bets will pay off, others won't." "The key is to keep playing, keep learning, and keep making smart, calculated bets." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Zero to One: https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296 Venture Deals: https://www.amazon.com/Venture-Deals-Smarter-Lawyer-Capitalist/dp/1119594820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Business Daily
1797: How Entrepreneurs Can Think Like Venture Capitalists by Mike Smerklo on Long-Term Value Creation

Optimal Business Daily

Play Episode Listen Later Sep 1, 2025 6:44


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 1797: Mike Smerklo explains how entrepreneurs can strengthen their decision-making by adopting a venture capitalist's perspective. By focusing on risk assessment, portfolio thinking, and long-term value creation, founders can make more strategic choices that increase resilience and growth potential. Read along with the original article(s) here: https://www.mikesmerklo.com/how-entrepreneurs-can-think-like-venture-capitalists/ Quotes to ponder: "VCs have to be able to assess risk and reward with incomplete information, and make bets accordingly." "Think of your entrepreneurial career as a portfolio, some bets will pay off, others won't." "The key is to keep playing, keep learning, and keep making smart, calculated bets." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Zero to One: https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296 Venture Deals: https://www.amazon.com/Venture-Deals-Smarter-Lawyer-Capitalist/dp/1119594820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Business Daily - ARCHIVE 1 - Episodes 1-300 ONLY
1797: How Entrepreneurs Can Think Like Venture Capitalists by Mike Smerklo on Long-Term Value Creation

Optimal Business Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Sep 1, 2025 6:44


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 1797: Mike Smerklo explains how entrepreneurs can strengthen their decision-making by adopting a venture capitalist's perspective. By focusing on risk assessment, portfolio thinking, and long-term value creation, founders can make more strategic choices that increase resilience and growth potential. Read along with the original article(s) here: https://www.mikesmerklo.com/how-entrepreneurs-can-think-like-venture-capitalists/ Quotes to ponder: "VCs have to be able to assess risk and reward with incomplete information, and make bets accordingly." "Think of your entrepreneurial career as a portfolio, some bets will pay off, others won't." "The key is to keep playing, keep learning, and keep making smart, calculated bets." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Zero to One: https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296 Venture Deals: https://www.amazon.com/Venture-Deals-Smarter-Lawyer-Capitalist/dp/1119594820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Business Daily - ARCHIVE 1 - Episodes 1-300 ONLY
1797: How Entrepreneurs Can Think Like Venture Capitalists by Mike Smerklo on Long-Term Value Creation

Optimal Business Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Sep 1, 2025 8:43


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 1797: Mike Smerklo explains how entrepreneurs can strengthen their decision-making by adopting a venture capitalist's perspective. By focusing on risk assessment, portfolio thinking, and long-term value creation, founders can make more strategic choices that increase resilience and growth potential. Read along with the original article(s) here: https://www.mikesmerklo.com/how-entrepreneurs-can-think-like-venture-capitalists/ Quotes to ponder: "VCs have to be able to assess risk and reward with incomplete information, and make bets accordingly." "Think of your entrepreneurial career as a portfolio, some bets will pay off, others won't." "The key is to keep playing, keep learning, and keep making smart, calculated bets." Episode references: The Lean Startup: https://www.amazon.com/Lean-Startup-Entrepreneurs-Continuous-Innovation/dp/0307887898 Zero to One: https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296 Venture Deals: https://www.amazon.com/Venture-Deals-Smarter-Lawyer-Capitalist/dp/1119594820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Advisor Mentorship Podcast
Redefining Index Design and Value Creation with Alan Grissom (Ep. 95)

Advisor Mentorship Podcast

Play Episode Listen Later Sep 1, 2025 50:47


Innovation in indexing is reshaping the way advisors deliver value to clients. What happens when you blend insurance insight with market index design? How can efficiency and transparency create stronger outcomes for clients and advisors alike? In this episode, Jeremy Houser speaks with Alan Grissom, CEO of 12 South Capital and founding partner of Brooklyn … Read More Read More

Boosting Your Financial IQ
Part 3: What Creates Value in a Business? | Cash Flow

Boosting Your Financial IQ

Play Episode Listen Later Aug 29, 2025 13:32


This is Part 3 of Steve Coughran's book Cash Flow. In this section, Steve reveals what truly creates value in a business: generating more cash flow than the cost of your investments. He explains return on invested capital (ROIC), why growth without strong returns destroys value, and how to measure whether your business is actually creating or burning cash.LinkedIn | YouTube coltivar.com/byfiq

Boosting Your Financial IQ
Part 11: Lever #7 – Strategy | Cash Flow

Boosting Your Financial IQ

Play Episode Listen Later Aug 29, 2025 21:47


This is Part 11 of Steve Coughran's book Cash Flow. In this section, Steve covers the seventh lever of cash flow: strategy. He explains why profit is just the result of a good strategy, how ROIC is the scoreboard that proves whether your strategy is working, and the two main paths to long-term competitive advantage: differentiation or cost leadership.LinkedIn | YouTube coltivar.com/byfiq

Business Strategy
127: How Great CFOs Create Value Beyond the Numbers with Brad Collins

Business Strategy

Play Episode Listen Later Aug 28, 2025 45:37 Transcription Available


Want to grow your business? Download your free roadmap today: coltivar.com/growth What does it take to be a truly strategic CFO in today's construction industry? In this episode, Steve sits down with Brad Collins, CFO of Barrett Industries—a regional construction leader and part of global infrastructure giant Colas. They dive deep into how finance leaders can drive real business value beyond spreadsheets, why strategic alignment across teams matters, and what CFOs can do to shift from being number crunchers to strategic partners. Brad shares insights on regional autonomy, KPI execution, operational efficiency, and the true ROI of financial leadership—plus, what he wishes he knew five years ago. If you're building a finance team or leading a P&L, this one's packed with practical, hard-won advice. Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. Win a free custom KPI Dashboard for your business. Apply now before the September 10th drawing: coltivar.com/kpisLinkedIn | YouTube coltivar.com

Durable Value: An Investor's Podcast
Durable Value Ep 80: Turning Around The Lofts: Inside a $29M Real Estate Transformation

Durable Value: An Investor's Podcast

Play Episode Listen Later Aug 27, 2025 10:56


In this episode of Durable Value, we dive deep into a real-world case study: the acquisition, turnaround, and rebranding of The Lofts at Stadium Square in Fresno. Join us as we break down the sourcing, negotiation, due diligence, and execution that turned a struggling student housing property into a thriving multifamily asset. Learn about the challenges, strategies, and lessons from one of our most successful investments to date.Timestamps:00:00 – Introduction00:22 – The Lofts in Fresno: Background & Rebranding00:47 – Sourcing the Deal & Initial Challenges01:35 – Appraisal, Pricing, and Negotiation02:01 – Negative Cash Flow & Seller Motivation02:46 – Our Approach to Buying & Negotiating03:12 – Due Diligence: Process & Findings04:34 – Repairs, Discounts, and Final Purchase Price05:00 – Rebranding and Property Upgrades05:25 – Creating a Resort-Style Experience05:44 – Due Diligence: Uncovering Value06:28 – Insurance Hurdles & Solutions07:03 – Execution: Building the Right Team08:09 – Turning Around Occupancy & Performance09:04 – The Importance of In-House Management09:40 – Stabilizing and Repositioning the Asset09:59 – Value Creation & Broker Opinion10:27 – Results: Cash Flow, Upside, and Lessons Learned10:56 – Closing Thoughts

Spirituality
#376 Manifesting Wealth and Purpose: Unlocking Your True Needs

Spirituality

Play Episode Listen Later Aug 26, 2025 33:28


Description In this insightful episode, Oliver and his guest dive into the art of manifestation, distinguishing between wants and needs, and the power of serving others to create wealth. They explore how to align with your true purpose, release resistance, and visualize results to manifest your dreams. From overcoming personal challenges like Tourette's to scaling impact through value creation, this conversation unpacks the mindset and actions needed for a fulfilling life. Learn practical techniques for manifestation and the importance of taking action. 

Business Strategy
126: How to Know If Your Strategy Is Actually Working

Business Strategy

Play Episode Listen Later Aug 25, 2025 14:37 Transcription Available


Want to grow your business? Download your free roadmap today: coltivar.com/growth Most business owners say they have a strategy. But is it actually creating value? Or is it just a poster on the wall? In this episode, Steve breaks down the 3 types of companies when it comes to strategy—and how most end up stuck in the middle, grinding hard without getting ahead. You'll learn how to test whether your strategy is really working using one critical metric. Plus, he shares the one simple question to ask your team today that will instantly reveal if your strategy is clear, or just noise. If you want to grow your business and increase profit, this is the clarity you've been missing. Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Clients on Demand
S7E9 How This Real Estate Coach Cut His Cost Per Lead by 90%

Clients on Demand

Play Episode Listen Later Aug 20, 2025 40:57


What's the fastest way to hit your goals in business? My client, Vincent Holthouse, will tell you it's not trial and error. It's not grinding away for years hoping something clicks. It's simple: find the people who already have the results you want—and model what works. In this 30-minute episode, Vincent breaks down how he applied that exact philosophy. He runs a thriving high-ticket coaching program in real estate, and once he decided to invest in mentoring instead of trying to figure it all out alone, his business scaled fast.  This conversation is for anyone who's sick of spinning their wheels, tired of “figuring it out,” and ready to shortcut years of frustration by following a proven path. Follow Vincent Holthouse: https://www.instagram.com/vincent.holthouse/ Key moments: 00:00 Get to know Vincent Holthouse 04:10 Vincent's Philosophy: Replicate, Don't Reinvent 09:15 Why Investing in Coaching is the Ultimate Shortcut 13:30 Finding a Mentor Who Can Actually Teach 17:50 The Power of a Higher Purpose in Business 22:10 Money as a Scorecard for Value Creation 26:45 Vincent's Advice for People on the Fence   Want to work together? DM me SECRET on Instagram https://www.instagram.com/russruffino DISCLAIMER: Results not typical. Individual results may vary. Success requires dedication and proper application of strategies. This content is educational only. Watch the full video version on my YouTube channel here: https://www.youtube.com/@RussRuffino  

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
The “Buy-Cheap and Buy-Even-Cheaper” Strategy in Venture Capital

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Aug 20, 2025 2:04 Transcription Available


Send us a textAn expert on Venture Capital shares why traditional VC math doesn't add up and how his team flips the model. Instead of paying inflated valuations and hoping for one breakout, they buy in early at favorable terms, use growth-hacking to add measurable value, and structure warrants for a second bite at a lower price.Key Takeaways:• Challenge the VC Norm – Paying 10× in hopes of 100× rarely works.• Early Entry Advantage – Secure low entry valuations before hype inflates prices.• Value Creation via Growth Hacking – Actively improve portfolio performance post-investment.• Use Warrants Strategically – Lock in the right to invest again at your target price.• Portfolio Mindset – Don't rely on just one “winner” to carry the fund.

Sales Reinvented
Turning Difficult Negotiations Into Collaborative Wins, Ep #468

Sales Reinvented

Play Episode Listen Later Aug 20, 2025 21:29


On the show this week, Dr. Christopher Meyer, author of "Settle for More" and one of the Global Guru's Top 30 Thought Leaders in Negotiation for 2025, shares his expertise on the critical differences between negotiation strategy and tactics, and why a strong planning mindset is key to successful deals. Chris breaks down his unique approach to negotiation—shifting from a traditional "win-win" mindset to focusing on how everyone at the table can truly gain. He shares his favorite negotiation tactics, the importance of preparation, and how to handle those infamous hardball negotiation techniques from buyers. Additionally, Chris provides us with valuable dos and don'ts for negotiators and offers a memorable real-world example from his own high-stakes experience in the tech sector. Outline of This Episode [00:00] Consider long-term strategy and adapt tactics to each negotiation based on your relationship. [04:22] Adopt a gain-focused mindset in negotiation for mutual benefits. [07:08] Spend 80% of your time on planning to ensure smooth negotiations. [10:12] Focus on building relationships and value, not just achieving quotas. [13:22] Mutually beneficial relationships require both parties to gain. [17:29] The breakthrough moment shifted Chris's approach from adversarial to collaborative. Beyond Win-Win—Negotiation with a Mindset for Gain Negotiation lies at the heart of successful sales, but too often it conjures images of hard-nosed tactics, adversarial posturing, and zero-sum outcomes.  One of Chris's most compelling messages is about the mindset underpinning successful negotiation. Instead of getting stuck in old “win-lose” or even “win-win” mentalities, he encourages negotiators to focus on mutual gain so that everyone in the room can gain. Negotiation, at its core, should be about finding ways for all parties to walk away recognizing value, making the process constructive, not combative. This sets the stage for strong, lasting business relationships. When both sides gain, collaboration and repeat business become far more likely. Favorite Tactics: Trade Offs, Value Creation, and Contingencies With the right mindset in place, tactical execution becomes nuanced and effective. Chris shares his three preferred tactics: Trade-Offs: Look for opportunities to give the other party a gain in exchange for something valuable in return. Value Creation: Identify and offer unique, specific benefits in the negotiation that can enhance the outcome for all. Contingencies: Structure deals so that additional benefits are provided if the counterpart reciprocates—making negotiations dynamic and adaptable. These approaches move beyond bargaining chips and price discussions; they're about co-creating solutions that satisfy both parties' core interests. Planning is the Unsung Hero of Negotiation A recurring theme in the podcast is the overwhelming importance of planning. Chris advocates for an “80/20 rule,” encouraging negotiators to spend 80% of their time preparing and only 20% executing. Deep preparation isn't just about knowing your own needs, but also anticipating the objectives and potential moves of your counterpart. Thorough planning means you're never blindsided by tough questions or aggressive tactics, and you're positioned to create and communicate value confidently.  When it comes to those famously tricky buyer tactics—take-it-or-leave-it offers, extreme anchoring, and last-minute demands, Chris' advice is twofold: first, be prepared (so you spot them coming), and second, show grace. Rather than meet aggression with aggression, view these moves as products of outdated training and use the opportunity to steer negotiations toward collaborative problem-solving. Chris' Do's and Don'ts for Better Negotiations Chris offers a succinct checklist for sales professionals: Do: Ask Questions & Be Curious: Seek to understand before seeking to be understood Develop Value: Bring as much as you can to the table Ensure All Parties Benefit: Winning together encourages long-term success. Don't: Don't Lie: Honesty fuels trust Don't Obfuscate: Clear communication prevents misunderstandings Don't Threaten: Ultimatums close minds and kill creativity When both sides are focused on gain—and negotiators put in the work to prepare, ask, and listen—outcomes exceed expectations. For anyone in sales, the path forward is clear: trade old mindsets for a commitment to curiosity, collaboration, and planning, and you'll champion not just your own success, but the reputation of the entire profession. Connect with Dr. Christopher Meyer Christopher Meyer | Hankamer School of Business Meyer Negotiation   Connect With Paul Watts  LinkedIn Twitter    Subscribe to SALES REINVENTED Audio Production and Show Notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

TradeThrive - Sales, Marketing & Automations For Contractors
Day 4: Unlocking the Secrets of Value Creation in Business

TradeThrive - Sales, Marketing & Automations For Contractors

Play Episode Listen Later Aug 14, 2025 32:27


This is day 4 of the 31 days of Value Try DripJobs: ⁠⁠https://dripjobs.com⁠⁠Free coaching session: ⁠⁠https://calendly.com/dripjobs/breakthrough⁠In this episode, I share my perspective on the journey of business and why creating value is at the heart of everything I do. I talk about how value isn't one-size-fits-all — every customer sees it differently — and how the real work in sales is figuring out what matters most to them and helping them achieve it.I dive into the importance of always improving, reflecting on past performance, and using those lessons to create better experiences. I also break down how I approach objections and concerns, not as roadblocks, but as opportunities to build trust.At the end of the day, I see sales as problem-solving. If I can help someone overcome a challenge or reach a goal they've been working toward, that's the win I'm after — and that's what this episode is all about.

The Private Equity Podcast
How AI and Product Strategy Are Reshaping Value Creation

The Private Equity Podcast

Play Episode Listen Later Aug 12, 2025 26:43 Transcription Available


Guest: David Rowley, Operating Partner at Diversis Capital Host: Alex Rawlings Topic: Product Strategy, Artificial Intelligence, and the Evolving Role of the Operating Partner

CASE STUDIES
How Jeff Mendez Led 5,000 Reps to Over $2 Billion in Commission

CASE STUDIES

Play Episode Listen Later Aug 6, 2025 102:00


In this episode of Case Studies, Casey sits down with Jeff Mendez, a builder, leader, and operator who led a 5,000-person sales force and helped generate over $2 Billion in commissions. His track record has made him one of the most respected operators in the door-to-door industry.Jeff reflects on his early life in Puerto Rico and the Dominican Republic, sharing how his father's bold conversion story and a childhood shaped by grit and cultural pride gave him a lasting sense of identity. He walks through his corporate start at Walmart, the discovery that entrepreneurship was his true path, and the moment he chose conviction over comfort. That choice launched an 18-year run at the center of Vivint's rise.With sharp insight and zero pretense, Jeff breaks down the principles behind his success: operational excellence, relentless value creation, and why energy, not capital, is the true currency of entrepreneurship. This is a conversation for builders, leaders, and anyone ready to stop playing small and start building something real.00:00 | Introduction & Childhood in the Dominican Republic00:31 | Family Conversion Story & Early Influences03:08 | Growing Up in Puerto Rico: Lessons & Culture12:09 | Facing Danger: The Gold Chain Story19:04 | Education & BYU Experience20:08 | Early Career & Walmart MBA27:12 | Learning Operational Excellence32:59 | Entrepreneurial Spirit Awakens36:12 | Atlas Marketing & Early Business Lessons42:32 | Pivotal Decision: Choosing Apex Over Pinnacle50:22 | Struggles & Breakthroughs at Vivint54:12 | Key Lessons on Effort, Value Creation & Growth57:15 | Retirement Reflections & Identity ShiftConnect with Us:

Syndication Made Easy with Vinney (Smile) Chopra
Apartment Syndication Made Easy | From Property Investor to Senior Care Innovator with Badri Hebsur

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Aug 4, 2025 50:11 Transcription Available


In this inspiring episode, Vinney Chopra sits down with Badri Hebsur, a UK-based entrepreneur and real estate investor who built a multimillion-dollar property portfolio from scratch. Starting with rundown flats while working a full-time job, Badri steadily scaled his wealth through value-add real estate strategies. Today, he manages over £7 million in assets and has successfully expanded into the senior living sector, transforming a 33-bed nursing home into a thriving business.   Listeners will discover:

PRI Podcasts
Value creation through sustainability in private markets with Aditya Vikram of the PRI

PRI Podcasts

Play Episode Listen Later Jul 29, 2025 22:56


Can sustainability truly redefine the landscape of private markets and drive unprecedented financial value? In this episode of The Responsibility of Investing, Kate Webber, Chief Responsible Investment Solutions Officer at the PRI is joined by Aditya Vikram, Head of Private Equity at the PRI to explore a topic that's transforming private markets: sustainability as a driver of financial value. Discover how sustainability has shifted from a mere buzzword to an essential element of business resilience and capital formation. With insights drawn from over 400 global investors, Aditya demonstrates how sustainability's role as a key driver for financial value transcends geographical boundaries. Learn how tools like AI and data analytics are revolutionising the identification of sustainability risks and opportunities, making them a cornerstone of modern investment strategies. Hear insights into the PRI's ‘sustainability value creation framework', developed with Bain & Company and NYU Stern Centre for Sustainable Business and involving over 400 investors through a world-wide survey, one-to-one interviews, and regional workshops across Africa, Asia, Europe, and Latin and North America.Chapters:02:15 - The evolution of sustainability in private markets06:08 - Shifting perspectives on sustainability and value creation13:11 - The journey of sustainability value creation18:31 - Integrating sustainability into investment practices21:02 - Value creation framework in sustainability investing

401(k) Specialist Pod(k)ast
Defining Value Creation in the Decumulation Phase with Allianz Life's Danielle Kelso

401(k) Specialist Pod(k)ast

Play Episode Listen Later Jul 21, 2025 14:38


As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to ensuring sustainable income—what's also known as "value creation."Danielle Kelso, Senior Institutional Solutions Consultant at Allianz Life Insurance Company of North America, joins the 401(k) Specialist Pod(k)ast to shed light on the changes and innovations shaping the future of retirement security. In her role, Kelso provides research, analytics and product expertise to the Allianz sales team, and shares her expertise on what retirement plan advisors and plan sponsors need to be thinking about when it comes to supporting a retiree's lifestyle by ensuring stable income and managing risks effectively.Key Insights:Personalized Income Planning Replaces One-Size-Fits-AllThe future of retirement planning lies in personalized strategies. Custom plans that integrate all income sources and reflect individual goals and spending habits offer better outcomes than generic investment approaches.Redefining Value Creation in RetirementValue creation is evolving beyond accumulating the highest portfolio balance. In retirement, it now centers on generating reliable, sustainable income that supports lifestyle and essential needs. This shift emphasizes peace of mind and financial security over raw returns.Annuities Play a Key Role in Managing Retirement RisksModern annuities help mitigate key retirement risks such as longevity, market volatility, inflation, and personal life changes. Allianz research shows that portfolios including annuities significantly improve the probability of meeting income goals—by up to 25–40% in adverse markets.See Also:Exploring Guaranteed Income in DC Plan Trends with Allianz Life's Matt StubblefieldSolving the Portability Puzzle with Allianz Life's Ben ThomasonExploring Retirement Income Strategies with Joshua Grass and Todd Levy

Investor Fuel Real Estate Investing Mastermind - Audio Version
Unlocking Real Estate Success: Bryce Perez Reveals 5 Key Strategies

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Jul 14, 2025 28:41


In this conversation, Dylan Silver interviews Bryce Perez, a real estate investor and broker based in Phoenix, Arizona. Bryce shares his journey into real estate, starting from his early days as a flight attendant to becoming a successful investor and broker. The discussion covers various aspects of real estate, including the importance of social media, navigating the changing landscape of the market, and the intricacies of land investment and development. Bryce emphasizes the significance of value creation and the need for strategic thinking in real estate investments, particularly in commercial spaces. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

FLF, LLC
Ep. 202 - Value-Creation Is Work [Business 300]

FLF, LLC

Play Episode Listen Later Jul 9, 2025 4:20


It's work to create and improve your value-offering. It's emotional work. It's mental work. It's physical work. And all of that demands your committed effort to see the thing through. It's a decision and choice that you must make and hold to until the work is done.