Podcasts about CRM

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Have you ever wondered why that “perfect” discovery call didn't convert? Today's episode covers sales, a topic that makes most coaches break out in a sweat. Most of us don't know what to do with sales or how to approach selling to achieve success. I'm delighted to welcome today's guest to share his wealth of knowledge and valuable insights. He teaches us how to shift from fear-based selling to service-based relationship building. Join us!Jacob Hicks is a keynote speaker and coach with over a decade of experience transforming people's lives and businesses. He has a special knack for identifying the elements that drive lasting success with systematic approaches that help build lasting engagement.Show Highlights:“Fearless selling:” What it meansFear, rejection, and the stories in our headsThe numbers that tell the truth about sales interactionsThe value we give when we come from a place of serviceUsing Jacob's 5 touchpoints to provide value in specific scenariosSystems and processes hold the key to your game plan.The power of a handwritten note/cardUsing a CRM to manage interactions with automationExamples of a drip campaign using newsletters and mini-coursesFeeling better about rejection by changing your mindset to one of abundanceSell by making connections and providing valueConsistency is essential!Jacob's takeaways: “Your mindset is huge. Be consistent. Try new things and follow the 80-20 rule.”Resources:Connect with Jacob Hicks: Website, Instagram, LinkedIn, and FacebookConnect with Meg:Explore past episodes and other resources at www.STaRcoachshow.com. Explore the STaR Coach Community and see what's available there for you!Visit the STaR Coach Show YouTube Channel! Subscribe today! Join our live show taping on the 3rd Thursday of every month at 1 pm CT.

Today, we build a machine to help you actually run customer interviews.We'll use AI to tackle the big blockers—accountability, CRM setup, outreach, transcription, and even how to pick your first customer. You'll hear the idea Brian is testing with the interview machine, and we'll walk through exactly how AI can make the process faster, more uncomfortable (in the right way), and a lot more effective. Plus, a bit on creativity and being human.Tacklebox Customer Interview Workshop (starts 9/15)ClaudeCalendlyGranola00:00 Intro00:30 Avoiding Criticism04:08 The Job of Customer Interviews09:12 Smooth Jazz09:30 Whisper Ideas11:35 The Idea:15:35 The AI Interview Machine17:34 Accountability19:13 Top of Funnel Outreach21:18 Interview Execution22:39 Synthesis23:43 The End

Unlocking the Power of Generative AI Agents: Insights from Ajay Malik, CEO of StudioXGenerative AI is revolutionizing the way businesses operate, moving beyond basic chatbots to autonomous AI agents that can handle complex workflows. In this episode, Josh Elledge interviews Ajay Malik, CEO and founder of StudioX, about how agent-based AI is transforming enterprise efficiency, automating repetitive tasks, and enabling smarter decision-making. Ajay shares practical strategies for adopting AI, leveraging no-code tools, and integrating intelligent agents into business operations for measurable results.How Agent AI is Changing BusinessMost businesses are familiar with traditional AI tools like ChatGPT, which respond to prompts and generate content. Agent AI, however, goes further by acting autonomously, performing goal-oriented tasks, monitoring multiple systems, and making informed decisions without constant human input. This shift enables businesses to scale operations, reduce errors, and free teams to focus on higher-value work.No-code AI platforms like StudioX are making this technology accessible to anyone. Drag-and-drop workflow builders, pre-built templates, and seamless integrations with tools such as CRM, email, and ERP allow companies to implement AI without programming knowledge. Businesses can prototype, deploy, and optimize AI agents quickly, saving time and increasing efficiency.Real-world applications are already transforming industries. From oil & gas operations and logistics to customer service and email management, agent AI can monitor data, triage tasks, and take autonomous action. Ajay emphasizes starting small with high-impact workflows, iterating fast, and scaling gradually to maximize value and adoption across organizations.About Ajay MalikAjay Malik is the CEO and founder of StudioX and a former Google executive, with deep expertise in AI, enterprise technology, and digital automation. He focuses on practical applications of agent AI, helping businesses implement autonomous digital assistants that improve efficiency, decision-making, and growth.About StudioXStudioX is a no-code AI platform that empowers businesses to build, deploy, and manage autonomous AI agents without programming knowledge. The platform provides drag-and-drop workflow builders, pre-built templates, and integrations with existing tools, enabling companies to automate tasks, streamline operations, and scale efficiently.Links Mentioned in this EpisodeStudioXAjay Malik on LinkedInKey Episode HighlightsDifference between traditional chatbots and autonomous agent AIHow agent AI enables proactive decision-making and goal-oriented workflowsNo-code AI platforms make automation accessible without programmingReal-world applications in oil & gas, logistics, retail, and email managementPractical tips for starting small, iterating, and scaling AI adoptionAdvice for businesses to view AI as an enabler and focus on measurable outcomesConclusionAgent AI is redefining business automation, transforming reactive tools into proactive digital assistants capable of handling complex workflows. With platforms like StudioX, companies of any size can implement AI agents, automate processes, and unlock new levels of efficiency, productivity, and growth. Starting small, experimenting, and scaling intelligently is the key to successfully leveraging this technology.

Health systems have long promised to “break down silos,” but are marketing, IT, and clinical teams finally being forced to collaborate in meaningful ways? In this episode, hosts Chris Boyer and Reed Smith explore how consumer expectations, ROI pressures, and enabling platforms are reshaping what patient engagement really means:  From Silos to Systems – Why joint governance across marketing, IT, and operations is no longer optional, and how access- and flow-aware campaigns help avoid wasted spend. Measuring What Really Matters – Why CTRs and impressions aren't enough, and how marketers can prove ROI with metrics that tie directly to booked appointments, care-gap closure, and clinical outcomes. The Role of Emerging Tech – How AI, programmatic media, and CRM platforms are influencing engagement strategies—when they deliver value, and when hype gets in the way. They're joined by Sam Seering and Josh Torano from Epic Systems, who share how Epic's CRM and Campaigns tools are supporting closed-loop outreach, practical ROI measurement, and the real-world lessons health systems are learning as they navigate consumer expectations and new technologies. Mentions from the Show: Deloitte: 2025 global health care outlook Achieving Hospital-wide Patient Flow The role of personalization in the care journey: An example of patient engagement to reduce readmissions Becker's Health systems' ROI on generative AI To help improve the accuracy of generative AI, add speed bumps Epic Systems Implementation Guide for Linking Digital Marketing to Appointments Sam Seering on LinkedIn Josh Taranto on LinkedIn Reed Smith on LinkedIn Chris Boyer on LinkedIn Chris Boyer website Chris Boyer on BlueSky Reed Smith on BlueSky Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation.02:40 – Reflections on the past year04:45 – Interest rates, tariffs, and recurring macro themes07:20 – The Fed, rate cuts, and market reactions13:00 – How macro noise impacts personal investing decisions15:20 – Homebuilders, housing affordability, and investment opportunities18:00 – Adapting investment process: FOMO, bubbles, and Howard Marks' advice22:00 – Market exuberance: Is it 1996 or 1999?26:30 – Pivot: Is AI overhyped? Parallels to the Internet bubble29:00 – AI's real impact, business integration, and valuation risks33:00 – Energy, infrastructure, and the limits of AI scalability35:00 – Personal portfolio management, risk, and long-term goals40:00 – Index funds, risk allocation, and retirement planning42:00 – Housekeeping, how to support the show, and closing thoughtsCompanies mentioned: AAPL, ASML, BRK.B, CRM, GOOG, META, NVDA, TSM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Watch the YouTube version of this episode HEREAre you a law firm owner looking to scale your business? In this episode of the Maximum Lawyer Podcast, Tyson interviews Matt Burke, the founder of Zilla Metrics, who shares his remarkable journey from a troubled youth to building a successful business helping law firms scale. They discuss law firm marketing, client experience, and operational challenges.With expertise in helping law firm owners scale, Matt talks about the importance of mapping the client journey. This includes understanding and mastering every interaction a client will have, from looking you up online to closing a case. Mapping the client journey also involves making each step of the process seamless. For example, if someone is getting to know your firm and wants to see if you are a good fit for them, create a quiz funnel on your website. This allows for someone to answer a few quick questions about their situation, leading to that first call.Matt and Tyson chat about patterns seen in successful law firms. Successful law firms are focused on generating leads and are obsessed with the intake system. Since intake is a crucial part in making money, many successful firms get it right. Their system is easy, quick and uses all the right tools and processes. Another pattern is having a good CRM. Many firms fail because their CRM is not being used by staff or is too complicated. Find a good, simple CRM so your firm can flourish!Take a listen!06:28 Lessons from Legal Struggles16:51 Learning to Read People27:23 Law Firm Growth Patterns37:43 Milestones, Progress, and Zilla Metrics Origins41:42 What Makes a Good Attorney43:10 Three Pillars of Law Firm GrowthTune in to today's episode and checkout the full show notes here. Connect with Matt:Website Instagram Facebook  Linkedin Youtube

In a world that often demands perfection in every role, it's necessary to explore the courageous work of being transparent about limits. In this week's conversation, from the emotional and physical weight of motherhood to the pressure of leadership, we dive into the challenges of managing personal and professional life with care. This episode is fully packed with honest reflections on navigating impossible choices, setting clear boundaries, and maintaining relationships through the chaos of life.  Meet Stacy Huston, the Executive Director of SixDegrees.Org, a nonprofit founded by the actor, musician, and philanthropist Kevin Bacon. Their work gravitates toward youth empowerment, justice and equality, and enhancing sustainable living environments. With over 8 years of experience in this role, Stacy leads a creative team that supports grassroot U.S. organizations to reach wider audiences and drive impact. Her work sits at the intersection between philanthropy, content creation, and community change. Stacy is also the CEO of Entertain Change, a social impact agency dedicated to creating transformational solutions by collaborating with entertainers and organizations. Honored with the Harry Chapin Humanitarian Award, she is a driven leader, committed to making a difference daily through strategic philanthropic efforts. Outside Stacy's career, she is a wife and a proud mom of two beautiful girls. She joined us today to talk about the importance of transparency and clear communications in maintaining relationships, especially in a demanding lifestyle.  In this episode, you will be able to: Learn the importance of vulnerability and open communication. Understand how to clear expectations and do honest check-ins.  Learn the importance of building empathy and understanding. Discover the value of being a role model. Get all the resources from today's episode here.  Support for this show is brought to you by iDonate!  Their donor-first giving suite, including mobile pop-ups, A/B testing, recurring prompts, makes it easy to convert more donors, faster. Easy to set up & publish with no tech team required! Launch custom giving forms that sync seamlessly with your CRM. Smarter data, better donor journeys. Check them out at iDonate.com Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

What if your body is sabotaging your negotiation — and you don't even know it? In this episode, legendary FBI agent and behavioral expert Joe Navarro reveals the subtle cues that expose confidence, weakness, and intent — long before words are spoken. With 25 years in the FBI, Joe shares stories from counterintelligence missions, elite spy-catching operations, and high-stakes negotiations where every movement mattered. You'll learn: – The nonverbal mistake that ruins deals before they start – How to command authority without saying a word – Why “benign curiosity” is the ultimate secret weapon in difficult conversations – The psychological patterns all powerful communicators share Whether you're negotiating with a client, a boss, or a narcissist — this episode will change how you see people… and how they see you. Discount code "KWAME" gives 30% discount over 3 months TL;DR what is folk? folk is a CRM, and extension, that helps businesses build real relationships and close deals. Why is folk better? folk is simple, integrated, and proactive to use. folk's value proposition? folk CRM does the busy work for you, so you can focus on growing your service business. folk's tagline folk, like the sales assistant your team never had What product details will most excite your audience? • ⁠⁠Our seamless integrations with social channels⁠⁠ • ⁠⁠Our 1-click Enrichment that finds contact details for y⁠⁠ ⁠⁠ou⁠⁠ • ⁠⁠Know the best leads to reach out to with AI Follow-up⁠⁠ ⁠⁠s⁠⁠ Useful links & resources •⁠⁠ folk's website⁠⁠ •⁠⁠ folk's Linkedin⁠⁠ • ⁠⁠Simo, our CEO's, LinkedIn⁠⁠ • ⁠⁠folk's Youtube⁠ Connect with Joe ⁠Be Exceptional Book⁠ ⁠Follow Joe on LinkedIn Contact ANI ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Request A Customized Workshop For Your Company⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Kwame Christian on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠negotiateanything.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life!

Meet Nicole

Activa tus 7 Días de Prueba en "Club Cállate y Vende" y entra el siguiente en vivo EXCLUSIVO para miembroshttps://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvende¡El efecto wow no es suficiente para vender más! En este episodio comparto contigo 8 puntos para desarrollar mayor lealtad de clientes en tu negocio.LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.

Episode 166. Here are my tips to get the signing. But more importantly I'm sharing both what to say, and what NOT to say when calling a signing service.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

Join our champion program: mark@themomentumcompany.com Attend a Thriving Leader event: https://www.themomentumcompany.com/thrivingleader2025 Instagram: @the.momentum.company LinkedIn: /momentum-companyIn this episode of the Intentional Agribusiness Leader Podcast, Mark Jewell sits down with Brian Sanford, National Sales Manager at smaXtec, to explore what it means to lead with intentionality in the dairy and ag tech industries. From building high-performing sales teams to balancing family life with professional growth, Brian shares insights on staying focused on “dollar productive activities” while cultivating a thriving culture and personal connections.Key TakeawaysDollar Productive ActivityBrian highlights how his early sales training around focusing on dollar-productive activities shaped both his professional and personal life. Whether closing sales or spending time with family, being intentional about high-value actions drives long-term results.CRM & Sales Process DisciplineDespite not being a “detail person,” Brian leans into CRM tools to manage opportunities, categorize customers, and keep sales teams accountable. He stresses that if you can keep all your prospects in your head, you're probably not doing enough activity.Scaling Teams & Building CultureGrowing from 7 to 40 team members in just a few years, Brian explains the importance of cadences—regular meetings, onboarding processes, and tough conversations to ensure cultural fit. Creating a space where passion aligns with purpose is essential for sustained success.Intentional Family TimeFrom playing chess with his son to CrossFit dates with his wife, Brian describes how intentionality extends beyond business into marriage and parenting. Simple, consistent actions—like Mark's “Daily Brief” practice with his wife—can have an outsized impact on relationships.Overcoming Challenges & WinsLeaving a long-term role in feed and forging into tech was one of Brian's toughest decisions, but it led to new opportunities and career wins. He shares stories of closing dairies of vastly different sizes and how objections become lessons when leveraged correctly.Books That Shape LeadershipBrian recommends Unreasonable Hospitality by Will Guidara for transforming customer experience and Moneyball by Michael Lewis as a lesson in data-driven strategy and out-of-the-box thinking.Notable Quotes“What are you doing today that's truly driving toward the results you want?” – Brian Sanford“If you can keep your sales leads in your head, you're probably not doing enough activity.” – Brian Sanford“Sometimes the best thing you can do for culture is have the tough conversation: is this the right fit for you?” – Brian Sanford“Fear of letting go often costs more in money, time, and energy than the tough decision itself.” – Mark JewellAction StepsEvaluate your daily activities: are they “dollar productive”?Create intentional practices in your personal life (like shared activities or daily check-ins).Review your CRM discipline—are you documenting and leveraging your conversations effectively?Don't shy away from tough conversations when scaling a team.Consider reading Unreasonable Hospitality and Moneyball to reframe customer experience and strategic leadership.Listen If You AreA sales leader in agriculture or ag techAn entrepreneur growing a high-performing teamA professional balancing leadership with family lifeSomeone looking to refine both...

Neste episódio do Vamos de Vendas, mergulhamos nas estratégias de crescimento em contas Enterprise — um dos maiores desafios do mercado B2B. Recebemos Breno Riether, CGO da Skyone, para compartilhar sua visão sobre como aplicar o mindset de growth no universo de grandes contas e ciclos longos de vendas.

Logan is joined by Marc Benioff, the legendary co-founder and CEO of Salesforce, for a wide-ranging conversation on the rise of AI in enterprises. Marc explains how Salesforce has become the testing ground for its own “agentic” technology, using AI agents to handle customer support, boost sales, and transform marketing. He also shares his perspective on what's hype vs. reality in the AI race, the opportunities for startups, and why the future is about humans and agents working together. (00:00) Introduction and Salesforce's Lead Management (00:35) Reflecting on the Last Eight Months (01:14) The Impact of AI on Salesforce Operations (02:15) AI's Role in Customer Support and Sales (03:45) Salesforce's Vision for an Agentic Enterprise (05:00) Public Market Sentiment and AI Adoption (06:15) Salesforce's Data and Application Foundations (08:13) The Future of CRM and ITSM Markets (12:57) Managing Agents and Human Workers (17:45) Salesforce's Growth and AI Product Line (19:38) Pricing Models and Customer Success Stories (23:26) The Role of AI in Different Market Segments (28:51) Salesforce Ventures and Startup Investments (36:05) Advice for Young Professionals and Future Trends (41:04) Dreamforce Executive Producer: Rashad Assir Producer: Leah Clapper Mixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

In this episode, Mitch and David look back at the 8th Core Episode from 3 years ago. They go over why it is so important to have a routine. Don't rest on your accomplishment of getting the business open! It's time to work, you've done the hard part, now get after it! Link to the Admirals commencement speech https://youtu.be/pxBQLFLei70 Not ready for a full blown CRM, this is a great option. Build jobs, bids, and invoice straight from the app. TW Job Calculator APPS https://play.google.com/store/apps/details?id=com.tradewinsconsulting.jobcalculator https://apps.apple.com/us/app/trade-wins-job-calculator/id6744992264?platform=iphone Trade Wins by Trading Content https://www.facebook.com/groups/1309829410166761 If you have questions you'd like us to answer, please feel free to email them to AskMitch@MitchSmedley.com Thanks for listening and thanks for sharing! Enjoy the show! If you'd like more insight from Mitch and David, you need to check out Trade Wins. Trade Wins can help you start your business or take your newer business and get it to a very healthy level. For more information about Trade Wins, check out https://www.tradewinsconsulting.com/ FieldPulse is the Official Field Service Management Software of The Void Podcast. Their software is ideal for you and your business. For more information about how FieldPulse can benefit you, check them out here: https://www.fieldpulse.com/book-demo?utm_source=referral&utm_medium=partner&utm_campaign=TheVoid/TradeWins Need a better credit card processor? These guys are it http://empowerpayments.com/TheVoid Contact us: askmitch@mitchsmedley.com david@tradewinsconsulting.com mitch@tradewinsconsulting.com

Register for my free webinar:⁠9/17 at 12pm EST⁠⁠9/22 at 1pm EST⁠Registered guests will receive the replay BUT there are freebies for live attendees only!In today's episode, we are talking through the Cruise Planning Workflow in detail. This is where you can really make your mark by making sure your clients are fully prepared for their cruise, with no questions left unanswered. And you can do this with EASE if you set it up with automation in your CRM.If you need some help, take a look at the ⁠Workflow Shop⁠ and our ⁠Done-For-You CRM setup service⁠ for Tern & TravelJoy (Travefy is coming soon!).Have questions? You can reach me at hello@travelbizboss.com.

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Welcome back! In this solo episode, Nik records live from OBAP 2025 in Tacoma, WA, and shares a powerful reminder for pilots at every stage of their career: give yourself grace. Between long days, high stakes, and the pressure to perform—whether at a conference, in training, or in the cockpit—it's easy to stumble and even harder to forgive ourselves when we do. Nik uses a simple moment—a missed step, spilled coffee, and a stranger's encouragement—to highlight the importance of self-compassion and extending grace to others. He connects this idea directly to flying, leadership, and career growth, showing how empathy and forgiveness make us better pilots, crewmembers, and professionals. If you're working toward the next step in your aviation journey or just need encouragement to keep going, this episode is your reminder that progress doesn't require perfection. What You'll Learn: Why giving yourself grace matters during high-pressure moments in aviation and life How showing forgiveness and empathy makes you a stronger leader and teammate The connection between grace, CRM, and performing under pressure in the cockpit Why progress is about consistency and growth—not perfection A practical mindset to carry into job hunting, interviews, and everyday flying CONNECT WITH US Are you ready to take your preparation to the next level? Don't wait until it's too late. Use the promo code “R4P2025” and save 10% on all our services. Check us out at www.spitfireelite.com! If you want to recommend someone to guest on the show, email Nik at podcast@spitfireelite.com, and if you need a professional pilot resume, go to www.spitfireelite.com/podcast/ for FREE templates! SPONSOR Are you a pilot just coming out of the military and looking for the perfect second home for your family? Look no further! Reach out to Marty and his team by visiting www.tridenthomeloans.com to get the best VA loans available anywhere in the US. Be ready for takeoff anytime with 3D-stretch, stain-repellent, and wrinkle-free aviation uniforms by Flight Uniforms. Just go to www.flightuniform.com and type the code SPITFIREPOD20 to get a special 20% discount on your first order. #Aviation #AviationCareers #aviationcrew #AviationJobs #AviationLeadership #AviationEducation #AviationOpportunities #AviationPodcast #AirlinePilot #AirlineJobs #AirlineInterviewPrep #flying #flyingtips #PilotDevelopment #PilotFinance #pilotcareer #pilottips #pilotcareertips #PilotExperience #pilotcaptain #PilotTraining #PilotSuccess #pilotpodcast #PilotPreparation #Pilotrecruitment #flightschool #aviationschool #pilotcareer #pilotlife #pilot

This week, our hosts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dave Bittner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Joe Carrigan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Maria Varmazis⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (also host of the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠T-Minus⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Space Daily show) are sharing the latest in social engineering scams, phishing schemes, and criminal exploits that are making headlines. We start with some follow up, this time involving a surprising new flock of chickens and a listener note from Belgium. Via Peter Janssen, as he's seen the same fake “employee discount” scams we covered, only this time targeting backpacks and other products. Dave's story is on a new “podcast imposter” scam, where fake invites trick business owners and influencers into giving remote access so attackers can hijack their accounts. Joe's got a story on Workday disclosing a breach after attackers used social engineering to infiltrate a third-party CRM system, and why this matters given Workday's wide use as the front end for so many companies' HR departments. Maria brings two quick hits this week: a fake FedEx text scam making the rounds, and a look at whether covering kids' faces with emojis in photos really protects their privacy — or if it's more illusion than protection. On today's catch of the day, Dave got a text claiming he's been recommended for a high-paying, no-experience-needed YouTube job—classic signs of a scam promising easy money and “free training.” Complete our annual ⁠⁠⁠⁠⁠⁠⁠⁠audience survey⁠⁠⁠⁠⁠⁠⁠⁠ before August 31. Resources and links to stories: ⁠⁠Dumbest Friend Just Bought 20 Chickens Executives Warned About Celebrity Podcast Scams Workday Discloses Data Breach Following CRM-Targeted Social Engineering Attack Will covering your child's face with an emoji actually protect their privacy? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have a Catch of the Day you'd like to share? Email it to us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hackinghumans@n2k.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

What is your customer acquisition cost? What it's costing you to acquire each customer is probably way more than you think! Reduced customer acquisition costs would mean more profitability for your business, which is a win-win for your bottom line. In this episode, Dave and his guest discuss improving your close rate, focusing on better quality leads, and a sure way to get more referrals. Join us to learn more!Brad Akers from Brad Grows Businesses developed The Built Right program to create scalable systems around sales and marketing for roofers and other home service professionals. His mission is to provide expert consulting and marketing services with a customized growth plan for each client. What you'll hear in this episode:Brad's background story: how he learned business and marketing through a hands-on approach to entrepreneurshipThe #1 problem for small contractors in getting the right leads: not focusing on quality conversationsUnderstanding a true lead–and what it costs to get a true customer“Developing better sales skills may be solving for the wrong problem.”Understanding the “control panel” in your business and which knobs and levers to turn for the desired resultsA look at ad spend, SEO, Google ads, and where your marketing dollars are really goingWhat is each qualified lead actually costing you? (Hint: Your estimated closing rate is probably WAY off!)Brad explains the concept of compounding.Brad's process in generating three additional appointments from every jobThe benefits of compounding are maximized by providing a great customer experience and offering amazing rewards for referral partners.Follow the process!An overview of Brad's program, The Built Right Contractor, along with group masterminds and one-on-one servicesResources:WebsiteThe Built Right Contractor, and (832)-275-0581Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShow Trusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/rubyProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your first month with code DAVE50 → useproline.comSMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us

Kris sits down with Tea Shong and Trina Romanowski, the powerhouse mother-daughter duo behind a thriving, multi-site early childhood business in Michigan. Winners of the Partnership of the Year Award at the Child Care Success Summit, Tea and Trina share how they scaled from an in-home daycare to three high-quality centers, all rooted in purpose and shared vision. They discuss navigating family dynamics, leading with clarity, embedding nature-based learning, and using creative systems like coaching calls and color-coded lanyards, to keep their team culture strong across every location. Key Takeaways: [3:26] Kris starts to shift to all things Summit prep!  [7:03] Tea and Trina talk about their family's involvement in education and coaching, blending their expertise in both fields.  [9:03] The business has grown from a small in-home center to a high-quality program with three locations, serving approximately 250 children. [11:24] Tea and Trina talk about winning the Partnership of the Year award at the Childcare Success Summit, and what that meant to them.  [12:49] Tea and Trina share their impressive fun facts!  [15:55] Their family dynamics and the challenges and rewards of working together in a family-owned business. [17:08] How they incorporate natural elements into their centers, including outdoor nature trails and using natural materials. [20:02] Their coaching structure, including weekly Zoom meetings and collective coaching calls. [21:19] Having a VA to help them with administrative tasks.  [22:13] How joining the Academy helped them.  [27:57] Using a color-coded lanyard system to reinforce core values, and other techniques that have become culture drivers.  [31:52] Running a business that empowers both the staff and the children and their families.  [33:24] Investing in a CRM system.  [34:05] ECE owners are very sometimes reluctant and shy about telling their story, and it's important to know and share yours!  [39:44] Tips for moving away from a fear-based mindset and being able to separate from people that aren't a fit for your business.  [41:27] The importance and beauty of self-love.  [44:08] What's next for Tea and Trina?    Quotes: “Sharing your vision with your team sets the course, and it gets everybody excited and enthused and energized and in a positive mindset around where you're headed, and that can reduce fear, anxiety and that questioning that goes on in people's minds.” - Kris [2:44]    “From being a small in-home center to just basically keeping everyone alive and healthy and learning basic stuff to now a company that's doing all of this curriculum just being that next notch of a childcare center, that's where we're at now.” - Trina [10:09]    “Our mission is to ignite the spark. So if that speaks on the passion and all that goes with it, I think that's what truly sets us apart from other programs, and then just really valuing nature as an aspect of our program as well.” - Trina [17:08]    “I think we need to give shout outs to this organization. If Tea hadn't talked me into joining here, I would still be the director and drowning and trying. I could never be in the position where I am coaching and inspiring people.” - Trina [19:10]    “Be patient with yourself. Do little by little, and keep reaching for those higher goals.” - Trina [21:05]    “I think if there's one thing that I can say made a huge difference, the biggest difference would just be investing in a CRM system.” - Tea [33:40]    “Knowing that whatever happens to me is happening for me, not to me.” - Tea [44:08]  Sponsored By: ChildCare Education Institute (CCEI) Use code CCSC5 to claim a free course!   Mentioned in This Episode: Kris Murray @iamkrismurray The Child Care Success Company The Child Care Success Academy The Child Care Success Summit Grow Your Center Childcare Education Institute: Use code CDARenewal22 to get $100 off your renewal Birth Toddlers & Beyond   

Is your CRM helping you drive placements—or just creating more admin work? In this episode of SmartBug on Tap, host Alexandra Whitmore (VP of Sales at SmartBug Media) sits down with Casey Peddicord (Senior Director of Channel Sales at SmartBug) to uncover the biggest mistakes staffing firms make with CRM strategy—and how to fix them. From poor adoption and messy data to clunky handoffs between recruiters and sales, Casey shares why so many firms struggle to get real ROI from their systems—and what a healthy, revenue-driving CRM should actually look like. You'll learn: ✅ The top pitfalls staffing firms face with CRM adoption and usage ✅ How to spot the warning signs your CRM is costing you placements and revenue ✅ What separates “using” a CRM from optimizing one ✅ How HubSpot helps break down silos between sales, recruiters, and marketing ✅ Practical steps leaders can take today to improve CRM performance Whether you're relying on a legacy staffing CRM, piecing together spreadsheets, or trying to integrate an ATS with your tech stack, this episode will help you rethink how CRM strategy should work for your business. ⏱️ Key Highlights: [01:08] Why recruiters resist CRM adoption (and how leadership buy-in changes everything) [02:32] Data overload: when CRMs become a chore instead of a growth engine [03:55] Missed placements: spotting signs your CRM is quietly draining revenue [06:25] Using vs. optimizing a CRM — why it's the difference between record-keeping and revenue-driving [12:20] What a healthy CRM system looks like for staffing firms today [16:56] Breaking down silos: aligning sales, recruiters, and marketing inside your CRM [22:04] How HubSpot automation turns handoffs into handshakes [27:21] The role of AI in scaling recruiter productivity without losing the human touch [30:04] A quick-win staffing metric you can improve this week [32:03] The mindset shift: moving from “reporting tool” to “revenue tool” [33:52] How SmartBug helps staffing firms customize and optimize HubSpot for growth

In this episode of the Get Creative Podcast, host Ingryd Hernandez sits down with Michael Mnatsakanian to uncover how he skyrocketed his real estate portfolio from $2 million to over $22 million—all by mastering creative finance, raising private money, and doubling down on the booming co-living model.

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Meghan Gill to discuss the pivotal role of sales operations in scaling a company from $100 million to a multi-billion-dollar enterprise. Drawing on her 15 years at MongoDB, Megan shares valuable insights on evolving RevOps functions, the complexities of comp planning, the integration of AI in sales, and the importance of maintaining a robust management operating rhythm. The conversation covers a breadth of topics, including the transition to a consumption-based model, the challenges and strategies in aligning sales and client success teams, and best practices for selecting and consolidating sales tools. Megan emphasizes the necessity of detailed planning and communication, as well as the need to balance protecting the company with serving the sales organization effectively.ADDITIONAL RESOURCESConnect with Meghan Gill:https://www.linkedin.com/in/meghanpgill/Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Watch Force Management's Panel Discussion on AI in Sales Leadership: https://hubs.ly/Q03rlW4Z0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:41] Evolution of Sales Operations[00:03:58] Field Operations and Territory Planning[00:06:45] Rev Ops vs. Sales Ops[00:08:20] Effective Territory Management[00:18:08] Metrics and KPIs in Sales Ops[00:22:55] Building a Successful Sales Ops Team[00:33:54] Deep Dive into Sales Ops Challenges[00:34:22] Diagnosing Sales Problems[00:35:05] Trust but Verify: Ensuring Data Integrity[00:37:36] Balancing Protection and Service in Leadership[00:39:51] Choosing the Right Sales Tools[00:43:50] The Role of AI in Sales[00:51:21] Compensation Plans and Their Complexities[01:01:25] Lessons from Scaling MongoDBHIGHLIGHT QUOTES[00:26:06] "The hardest part, to be honest, is getting the data right, because nobody has a perfect CRM with perfectly scrubbed data."[00:35:37] "Every analysis that I've done throughout my years running sales ops is very counterintuitive. It's like the fewer accounts you have, the more productive you are because you can really focus and narrow in."[01:32:06] "People with AI experience and leverage on how to do these roles are going to replace people that don't do that. And I see that happening really, really fast."[01:41:50] "Keep it simple. You want to have one, maybe two elements in the comp plan... Any more than that, they're not gonna know where to focus."

THINK LIKE A MARKETER, HIRE LIKE A PRO Are you treating hiring as strategically as you market your services or products? More importantly—is your business attracting the right talent, or repelling them before they even apply? Before you hit play, ask yourself: Would your dream employee be excited to work for your company based on what's visible on your website, Google listing, and social media today?Are you making the critical mistake of only “marketing” your business to customers—while great candidates just breeze by?How could applying your customer marketing playbook to hiring result in better people, less stress, and faster growth this year? In this episode, we reveal how to think like a marketer and hire like a pro: Why your employer brand matters as much as your customer brand, and how to align both for authenticity that attracts—not just applicants, but the right people.Proven ways to “out-story” your competition and use reviews, social proof, and candid team content to build trust and culture.The marketing funnel approach to hiring: from nurturing a talent pipeline and optimizing job pages for SEO, to automating touchpoints with CRM and email lists—so you're never scrambling when that critical position opens up.Real stories from the front lines (including a few hiring misadventures) that highlight what works, what doesn't, and how marketing tactics can build a sustainable, scalable hiring process. Meet Your Marketing Guides: Ian Cantle – Dental Marketing HeroesKen Tucker – Changescape WebPaul Barthel – Changescape WebJeff Stec – Tylerica Marketing Systems Each week, your Marketing Guides bring you hard-earned wisdom and practical tools you can use right now to outsmart your competition—whether you're building a customer base or a team. Ready to build a brand that attracts top talent—not just more customers?

Discover simple, actionable ways to attract more customers to your store by focusing on experience over discounts. This episode explains visual merchandising, store layout, lighting, staff training, and small exterior touches that draw attention and convert visitors into repeat buyers. Also learn how to engage loyal customers through targeted CRM, events, and personalized service so you keep full-price shoppers coming back instead of chasing one-time bargain hunters.

Welcome to The K9PT Academy podcast, the only podcast in veterinary rehabilitation & physical therapy that focuses on helping business owners and entrepreneurs build and scale a profitable and successful canine rehabilitation business! Selling in healthcare often feels uncomfortable, but the truth is that selling is about providing value and helping clients make the best decision for themselves and their pets. In this episode, I break down the Top 5 Reasons why canine rehabpreneurs struggle to raise their rates and charge what they're worth, and how shifting your mindset and processes can change everything. Listen to the full episode as we discuss:

In this episode, Kwame Christian sits down with Colin M. Fisher, author of The Collective Edge: Unlocking the Secret Power of Groups, to explore the hidden psychology of group dynamics. From the dinner table to the boardroom, every group is a negotiation — balancing individual goals with collective success. You'll learn: Why adding more brains to a meeting often creates more problems. The “Goldilocks rule” for group size (and why 4–5 people may be perfect). How psychological safety transforms conflict into collaboration. Practical strategies to prevent disengagement and get real buy-in. How family conflicts mirror team conflicts at work — and how to resolve both. Whether you're leading a team, joining a new group, or navigating tricky family dynamics, this conversation will help you see groups in a whole new way. Connect with Colin M. Fisher colinmfisher.com Buy now: The Collective Edge - Unlocking the Secret Power of Groups Contact ANI ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Request A Customized Workshop For Your Company⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Kwame Christian on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠negotiateanything.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life!⁠ Discount code "KWAME" gives 30% discount over 3 months TL;DR what is folk? folk is a CRM, and extension, that helps businesses build real relationships and close deals. Why is folk better? folk is simple, integrated, and proactive to use. folk's value proposition? folk CRM does the busy work for you, so you can focus on growing your service business. folk's tagline folk, like the sales assistant your team never had What product details will most excite your audience? • ⁠⁠Our seamless integrations with social channels⁠⁠ • ⁠⁠Our 1-click Enrichment that finds contact details for y⁠⁠ ⁠⁠ou⁠⁠ • ⁠⁠Know the best leads to reach out to with AI Follow-up⁠⁠ ⁠⁠s⁠⁠ Useful links & resources •⁠⁠ folk's website⁠⁠ •⁠⁠ folk's Linkedin⁠⁠ • ⁠⁠Simo, our CEO's, LinkedIn⁠⁠ • ⁠⁠folk's Youtube⁠⁠

Meet Stacy

Christina & Steve Ross are filling Pace in about all they've been up to and where they're headed!—These two marketing & branding pros turned real estate visionaries, are making serious waves across multiple industries.

Scaling from a half-million-dollar business to a seven-figure brand takes far more than prettier graphics or posting more often. It requires a completely different way of thinking about social media. In this episode, Emma pulls back the curtain on the mindset, systems, and strategies that set seven-figure founders apart from the rest. Drawing from her work with high-growth brands at Ninety Five Media, she reveals why social media success isn't just about content creation - it's about leadership, delegation, and treating your channels as a powerful sales engine. Whether you're still writing your own captions or managing your own content calendar, you'll learn the specific shifts that can free you from execution mode and move you into the role of visionary. From building a strategic marketing team to mastering repurposing and tracking data like a pro, this conversation will help you start operating like the seven-figure founder you know you're ready to become. Listen in as Emma explains: The mindset shifts that separate seven-figure founders from early-stage leaders. How to repurpose core ideas into high-impact content across multiple formats. The visibility strategies that go beyond organic social to accelerate growth. And much, much more!   Connect with Ninety Five Media: Website   Instagram  Need Support with Your Podcast? We've got you covered  Book a Strategy Intensive Call with Emma for a custom marketing plan for your brand:   strategyintensivecall.co   Book a call to explore our social media management services for your business! ninetyfivemedia.co/book-a-call  Streamline your client experience and make your life easier with Ninety Five Media's favorite CRM, Dubsado! Get 20% off your first month or year with code: emma20

Car Guy Coffee & DriveCentric presents “DC20 Unlocked” feat. Matt Leone Welcome back to DC20 Unlocked, a series with Drive Centric & the Car Guy Coffee Podcast dedicated to the people, platforms, and events shaping the future of the automotive industry. This is your exclusive access to the minds behind DriveCentric and the key players who are empowering dealerships to win with next-level technology and data. Each episode is designed to help you unlock new solutions and elevate your business. In this episode, we sit down with special guest Matt Leone, the new CEO of DriveCentric. Matt shares his vision for the company, which includes leveraging AI to enhance engagement, expanding their partner ecosystem, and utilizing data to improve reporting. He provides valuable advice for dealers, regardless of their CRM, on how to use a CRM as a modern platform for engagement, not just a system for tasks. This is a must-listen for anyone looking to stay ahead of the curve in automotive technology. Augment your team. Let's Brew! Don't forget to share and subscribe! Brew Brought By: www.drivecentric.comcarguycoffee.comcertifiedsolutionaries.com

In this episode of Cybersecurity Today, host Jim Love discusses recent developments in cybersecurity, including a method to bypass GPT5 model safeguards, malware issues in the Google Play Store, NIST's new AI-specific security controls, and a cyber attack that led to a government shutdown in Nevada. The episode also covers a CRM-related breach linked to the Shiny Hunters collective, who used OAuth tokens to gain unauthorized access. Key takeaways emphasize the need for stronger security frameworks and vigilance against evolving cyber threats. 00:00 Introduction and Overview 00:27 Exploiting GPT-5: A Simple Prompt Attack 02:20 Google Play Store's Malware Struggles 04:11 NIST's New AI Security Controls 06:06 Nevada Government Cyber Attack 08:23 Shiny Hunters' CRM Breach 10:41 Conclusion and Contact Information

Schedule Your Free Real Estate Business Strategy Session NOW: http://bit.ly/4g7kvWiLet's take a deep dive into your real estate business and create a clear, actionable plan to help you:→ Build simple, effective lead generation strategies that work for YOU→ Deliver a client experience that gets you referrals and repeat business→ Master time management to create more balance in your life→ The lessons she had to learn the hard way→ The mindset and systems that helped her reignite her passionBurnout in real estate is something I see far too often, but it's not something we talk about enough. In this episode of the Market Authority Show, I sat down with Heidi Littleton to dive into her story of hitting rock bottom in her real estate career, the tough lessons she learned along the way, and the changes that helped her find her passion again. If you've ever felt like you're doing everything “right” but still falling behind, this conversation will give you the clarity and encouragement you need to escape burnout and create a business that actually works for you.

Julie Deem sits down with Sherry Rahl from Brady Insurance Group. This episode was recorded live at Crossroads Community Church during Global Leadership Summit.Thank you Crossroads Community Church for hosting!Check them out at: https://ecrossroads.org/Learn more about Brady Insurance:https://www.bradyinsurancegroupllc.com/ Learn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠

This week on The RAG Podcast, we are revisiting Episode 1 from Season 7 with Kevin Frater, Director at Stable10 and a recruitment leader with over 18 years of experience across Allegis and Frank Group.Kevin built his reputation as a fixer, turning underperforming offices into high-performing teams. Most notably, he grew a team in Germany from 12 to 180 recruiters over six years, creating one of the most successful divisions within Frank Group globally.We talk about:The playbook for turning around underperforming recruitment teamsScaling internationally across London, Singapore and GermanyWhat it really takes to grow and manage high-performing sales culturesHow to balance leadership, travel and personal life at scaleWhy Kevin chose to take a break before his next chapterWhether you're a manager looking to build and lead bigger teams or a recruitment business searching for a leader to drive growth, this episode is packed with insight.Chapters03:02 Kevin Frater's Journey in Recruitment08:25 Transition from Allegious Group to Frank Group14:32 Leadership and Team Growth Strategies20:10 Turning Around Underperforming Teams31:50 International Experience: Asia and Germany40:37 Challenges and Successes in the German Market48:32 Scaling the Team from 12 to 18055:35 Reflections on Career and Future Opportunities__________________________________________Episode Sponsor: AtlasYour memory isn't perfect. So Atlas remembers everything for you. Atlas is an end-to-end recruitment platform built for the AI generation. It automates your admin so you can focus on the business tasks that matter. How many conversations do you have every day? With clients. Candidates. Your team. Service providers.Now how many of those conversations can you recall with 100% accuracy? How many hours a week do you spend making notes to try and retain as much as possible? And how much is still getting lost along the way? Traditional CRM systems weren't built for the type of recruitment business you're running right now. They were built to rely on the structured, tagged, categorised, and formal data you could feed it. Manual processes that needed you to input specific information, based on specific questions and answers. But what about all the other conversations you're having every single day? Atlas isn't an ATS or a CRM. It's an Intelligent Business Platform that helps you perform 10X better than you could on your own. How? By removing all your low value tasks, acting as your perfect memory, and providing highly relevant recommendations to impact your performance. Learn more about the power of Atlas – and take advantage of the exclusive offer for The RAG listeners – by visiting https://recruitwithatlas.com/therag/ __________________________________________Episode Sponsor: HoxoRecruitment agency founders - this one's for you.What's your plan for the rest of 2025?If it's based on more cold outreach, referrals, or hiring more recruiters… we've got news for you. That's not where the smart money is going.The market has changed. AI is everywhere. Noise is louder than ever.So if you want to scale profitably this year, you need to do things differently!It starts with what you already have.Your experience. Your network. Your voice.And we are showing you exactly how to use it in a brand-new, FREE Masterclass - built specifically for recruitment leaders like you.You're going to learn:Why your LinkedIn content isn't working - and how to fix it...

In this episode, Brendon Dennewill sits down with Kevin Davis, Founder of BoogieBoard, to explore how territory design can make—or break—sales performance. From his experiences at NetSuite and Google to launching BoogieBoard, Kevin shares how poor territory planning costs companies time, money, and morale. The conversation dives into sales strategy, AI's role in market intelligence, CRM integration, and how to overcome the hidden opportunity costs that stall growth. Whether you're a RevOps leader, sales strategist, or part of a seller-doer team, this episode is packed with insights on designing smarter systems that drive real revenue outcomes.What You'll LearnWhy territory design is a strategic lever, not just an operational taskHow poor territory planning erodes trust and increases sales rep turnoverThe role of AI in transforming market data into actionable territory insightsWhy RevOps leaders often identify problems but lack empowerment to solve themHow seller-doer models in professional services can benefit from territory optimizationThe importance of establishing a "North Star" for territory design processesResources & MentionsBoogieBoard: Territory design and planning platformRoger Federer's Commencement Speech: Referenced for the "53% winning" mindsetSalesforce & HubSpot: Primary CRM integrations mentionedSnowflake: Customer data platform integrationAI and Data Substacks: Kevin promises to share recommendations for data-driven sales strategiesEOS (Entrepreneurial Operating System): Business planning framework mentionedAbout Kevin DavisTitle: Co-Founder and CEO Company: BoogieBoardLet's Connect Subscribe to the RevOps Champions Newsletter LinkedIn YouTube Explore the show at revopschampions.com. Ready to unite your teams with RevOps strategies that eliminate costly silos and drive growth? Let's talk!

Sales pros spend too much time on admin instead of selling. In this episode, Yoni Tserruya, CEO of Lusha, reveals six high-impact ways to automate your sales process so you can spend more time building trust with customers and less time stuck in busywork.

Title: When Real Estate Deals Go South: What to Do Next with Ted Patel Summary: In this podcast episode of “Decoding Cash Flow,” host Ted Patel interviews Seth Bradley, a securities attorney and real estate syndicator. They discuss the intricacies of raising capital for real estate investments and delve into the legal considerations that come into play, especially regarding compliance with SEC regulations. Seth shares his journey from a blue-collar background to becoming a successful attorney and real estate investor, providing a detailed account of his experiences in syndication and capital raising. The conversation covers topics such as the importance of being an active partner in syndications, the evolution of his investment strategy from small multifamily properties to larger syndications, and the rise of fund of funds models. Seth emphasizes the necessity for investors to understand legal documents and outlines key strategies for successful capital raising. This episode serves as a valuable resource for both passive and active investors looking to navigate the complex world of real estate investment. Links to listen and subscribe: https://www.buzzsprout.com/2104713/episodes/15911080-ep-153-leveraging-legal-expertise-for-investment-success-with-seth-bradley Links to watch and subscribe: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s Bullet Point Highlights: Securities Compliance: Understanding the legal framework is crucial when raising capital to avoid issues with the SEC. Transitioning to Syndication: Seth discusses moving from small investments to syndication, emphasizing a progressive approach. Legal Documents: The importance of reviewing legal documents and understanding what to look for to avoid pitfalls. Network Importance: Leveraging existing networks can significantly boost initial capital raising efforts. Fund of Funds: Exploring how the fund of funds model offers a structured way to raise capital while adhering to regulations. Investor Communication: Maintaining regular communication with investors leads to referrals and sustained relationships. Future Trends: Insights into potential changes in the real estate syndication market depending on political climate and economic factors.   Transcript: you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state   commission are you looking to achieve massive success in your life without dealing with costly investment nightmares if yes then this is the podcast for you here we provide engineers and busy professionals all the secrets and strategies to create multiple streams of income build generational wealth and live a meaningful Life by Design here's your host Ted Patel welcome back to another episode of decoding cash fla podcast and today we have a very special guest Seth Bradley who is a Securities attorney and   a real estate syndicator he's a chief legal officer at tribe West and a managing partner at rise law and law Capital Partners uh Seth is also a host of passive income attorney podcast and uh today we'll like to you know get his perspective on as an attorney I would say uh on the ways different ways to raise capitals and you know what to look into or where to be careful why is why rais Capital Etc so we'll dive deep into those aspect as well as touch based upon uh the pros and cons of passive income   so uh Seth welcome to decoding cash flow it's a pleasure having you on the show Absolutely Ted really appreciate you having me on man looking forward to it all right great so said before we uh dive deep into your Niche uh can you give our listeners a little bit background about yourself what do you do and how did you get started in the real estate for sure man I I'll give you the expedited version but um you know I grew up in West Virginia grew up blue collar my dad was a coal miner he's a retired   coal miner my mom's a retired school teacher so you know I didn't come from a an entrepreneurship or a real estate background uh blue collar background and you know that kind of sent me into a path of you know full-time W2 and trying to figure out what the best job I can get because I didn't really think of you know entrepreneurship and owning assets and things like that were really an option um so I went into med school um hated it I went for about a year and a half uh dropped out on my own valtion um   ended up actually getting my MBA after that and then into law school where I really started to thrive I really liked law school a lot I liked you know I never wanted to litigate but I was always interested in business and transactions and real estate and those sorts of things so um getting that that legal background gave me kind of that really solid foundation to you know honestly at a young age getting myself into into doors uh where I probably didn't belong you know when you say you're an attorney you're a real estate   attorney or Securities attorney um you know when you're younger it's like oh really that's really cool um and you kind of you know eat your foot in the door so that's really how I got started um I worked in big law for about six six almost seven years um worked at most recently uh one of the top three law firms in the world um uh you know it it was a great experience gave me a really good background and foundation on Securities Law and kind of that that highest level of sophistication and transactions um and you know allowed me   to you know save a little bit of money and really kind of start going out on my own and start purchasing real estate and start investing in syndications passively and then actively um and then eventually start my own firm uh my own Boutique Securities Law Firm that's awesome I love it so you know a lot of people uh you know they they start their investment journey by maybe at at the initial level they buy a small multif family or do a Fix and Flip you know uh how how did you manage to get into syndication directly or what   what what was the path that you took you know what inspired you to get into syndication directly while being an attorney in sort of going through through the normal route of you know starting small and then getting into multi family syndication yeah well I'll tell you what Ted I actually took a I took the traditional route man I started you know like a lot of people do I started really small I started listening to Bigger Pockets right you listen to Bigger Pockets you started thinking oh I've got to uh own rental property so um   as soon as I got my first big Law Firm job I actually house hacked into a duplex lived in one half uh my wife was flexible enough with me to be able to do that so she didn't mind living in a duplex and living in one half renting the other half out and having them pay the mortgage and that was kind of the beginning and then I just started um like a lot of people uh you know doing fix and flips and doing fixing buy and holds and wholesaling a little bit here and there and then moving your way up to   uh you know small multif family and then as I got more sophisticated as an investor and more sophisticated as an attorney and started looking at the clients that I have because I'm working at Big law firms and you know these clients are the folks like like us now right like they're taking down you know $20 million properties hundred million funds things like that um and you just start thinking man I'm I'm not thinking big enough um I need to go bigger how do I do that um you know having that attorney background in real estate   Securities really helped me out um but I was still kind of you know a little bit hesitant I didn't really know that side of the business I knew the legal side I knew the closing side but I didn't know the business side um so I started investing passively first and that was after I spoke to some people and they said that's probably the best thing to do you know I had a good job so I I was able to afford it so I invested passively in some deals kind of got my feet wet that way started to understand   from you know the investor standpoint what that looked like to invest in a in a syndication or a fund and then at that point I realized hey I I can do this um so I actually started leveraging my Securities background um to partner with other operators um and get an equity position in the company um you know bringing in investors I'm doing the due diligence doing the uh some of the underwriting and and then also you know bringing my Securities uh Securities skills of the table which everybody needs when they're raising   capital okay all right that sounds great man so so you did take a traditional route as you mentioned right you yeah maybe maybe didn't uh you know stay in that U uh field for quite long time you just jump to syndication yeah pretty quick hacking yeah pretty quick yeah yeah I mean I built a small portfolio and like I said went into some smaller multifamilies maybe took about three or four years and I started investing passively and then you know by the time I started investing passively I was already looking to go to   the active side within you know a couple of months so are you an attorney do you still practice law I do um kind of as a you know it's not like a a full-time gig but I do have my own Boutique Law Firm raise law where you know I I you know if it's down the middle I'll take on the work um you know if it's a real estate syndication if it's a real estate fund or it's a fund of fund I put those together for people U you know I've been doing that for you know over a decade now so it's like breaking sticks at this   point but I've really been able to leverage my uh Securities attorney background to um some of these other positions with uh startups so startups are really exciting for me um you know they've those are home run swings right like real estate is kind of like singles like let's let's hit singles let's keep that batting average High um you know these are you know a little bit safer they're secure um when you get into the startup world it's like your chance of failure is pretty high whereas real estate your chance of failure is on the   low side um but with with startups it's pretty high but you know that that kind of appeases my risk appetite um to get involved with these startups and I've been able to to like I said leverage my security skills and my background as a a syndicator and a fund manager um to become Chief legal officer for trib bestest so trib bestest um traditionally was a group investing platform and uh you know I was speaking at a conference in the bvis with uh Travis Smith who is the CEO and we really just hit it off   and our wives hit it off and you know they were trying to Pivot from this group investing platform to um you know try to try to enter the Securities and the syndication market and I and they were looking at like a cgp model and I said look Travis this this is going to fun funds right like you know this was this was about a year and a half ago um some things were going on in background with the SEC uh doing some investigations and things like that for some well-known folks and you know the market was starting to to see hey we   need to we need to start paying more attention to these Securities regulations and maybe get away from the cgp model and the solution all along has always been fund of funds it's just fund of funds is expensive it's hard to put together it's you know all those different things um but what we've done to try best is be able to kind of package that into a fun fun in a box all right yeah we'll we'll speak um get more uh into that fun of fund models you know but before we dive deep into that I just wanted to che check few   things like you you mentioned uh startups so in addition to the real estate you also do raise capital for the startups is that so so I'm not raising capital for the startups I'm actually uh fractional clo for not only tribe vest but two other startups one called clavis which is also a real estate uh technology software platform um and then stack rck battery which is a battery manufacturing company so think um you know Tesla power wall it's similar to that it's actually a newer technology that we use a more powerful   technology um but it's very similar in nature where you pair that with solar so we're we're a solar manufacturing or a battery Manufacturing Company um and again these are you know these are I would call them somewhat mature startups in in that world I mean um you know we're well over a million and a half in revenue of a stack rack and um we just went live with a fully automated software with with clavis and then triest is of is is really headed towards series a right now so you know all three of them are progressing really   well um and looking forward to seeing how I can help help ignite that okay sounds good man all right so now moving on to this uh triest right tell me something about uh a little bit more about what do you do at Tri like you said you have a fund in the Box model yeah now uh so so any any group of investors they can come together create their own fund and they can invest in a operators fund is is that though how it works with triest yeah to a certain extent I mean I think it it helps to think about kind of   the history of group investing so traditionally tested what they called group investing it's more similar what you described let's say me you and three buddies put in 100,000 bucks and we've got 500,000 bucks now to get over maybe an investment minimum to invest in a syndication or a fund um and that's it so we just we leveraged each other's Capital to um you know get into a deal at maybe a a large minimum or maybe that uh you know we got a bet we got better financial terms because we put together   half a million instead of investing 50,000 bucks or something um the the ISS is there is is no one gets paid right like we're all just putting our money together investing together and it's really set up like a joint venture we all have equal voting rights based on how much money we put in um you know we we make decisions together we all decided to invest in that one deal and we could all decide together to invest in a different deal if we actually want to um but nobody's getting paid um because when you start getting paid now   you're talking about Securities laws when you start getting paid you should be licensed or find an exemption so um you know you need a broker's dealer license or be in raia under certain circumstances so that's where you start getting into that um a lot more complicated when that starts to happen and that's what tribe vest pivoted to last year is hey we still have the group investing option but a lot of times what happens is one of those people in the group is the one doing all the work right like one of the person is the one   that found tribe vest and is like hey I found this platform I'm gonna let's all put our money together and then you know he's the one collecting the money and badgering people to you know do the distributions and the taxes and all those sorts of things there's somebody putting in some time and effort for that and they at some point they're like hey if I do this next time like I want to get paid for it but how can I do that um you have to find the right uh Capital raising vehicle to be able to legally   pay yourself and we've created that with trivest and that kind of coincided with what I mentioned earlier which was kind of the industry pivot away from the cgp model um when I say CP model I mean I mean the abuse of the cgp model you can certainly partner with other partners and buy a property together and raise Capital together and it's perfectly fine but as you know all you all need to be active partners and as you also know many times people put these things together not everybody's an active   partner some people are just coming into the deal just to raise capital and then they don't have anything to do with the operations or the decision-making or anything like that and that's where you get yourself into trouble with the SEC and the state commissions and the solution to that is is well first of all just don't do it but the solution to it if you still want to raise capital is to create a fund of funds um but the problem with the fund of funds model is now these former cgps have all these new   responsibilities they have to find a Securities attorney they have to put together offering documents they have to find a CPA they have to start a business they have to get a business banking account they have to manage their investors they have to find a portal they have to do all the things that a a real active GP would normally have to do um but typically you know the the active partner is the one doing it for them now they have to do it all themselves so it's a lot more work so in short um it as you mentioned right cgps um they   need to be active in the syndication you know if you're Co GP and know any of the property you need to be active and I I also seen and you might have also seen uh there are certain projects where there are 10 or 15 different C GPS and only five or six takes responsibilities other are just you know raising fund for that uh particular property so this helps uh this model uh you know helps the inactive coach I would say Partners to get the fees that they need as well as raise Capital without getting into   Crosshair of s that's right that's right and the only reason that it's it's been going on for so long now and I'll say since like I'll say 2012 because that's when the jobs Act pass and you were starting to be able to advertise for um these syndication deals and things like that um is because real estate's been so fantastic right like it's been going up up up since the crash in 2008 um and nobody's nobody's suing anyone for the most part because their Investments are great right up until let's say that   little blip in 2020 from but then last year when the interest rates started going up some of these projects started to fail and that's when investors start getting angry because they're not getting you know their distributions and they start asking questions and that's when you're seeing people you know they're getting Capital calls and and they're starting to you know get sued by passive investors that's when these things start to fall apart because if if everybody's happy there's there's you know nobody's going   to get caught so to speak you know what I mean like nobody's going to find out that you raised Capital illegally unless somebody's upset and starting last year that's when people started getting upset and that's when you're starting to see some people um you know get exposed for raising capital in the wrong way what what are the fees that uh you can charge in this fund of fund model what kind of fees because as a cgp there are many different venues right you you can charge the finding fees operations   management fees uh at the end you can also take a part of the profit uh you know yeah so a lot of comes down to how you structure it right like these are these are very complicated Securities regulations that have a lot of layers on top of them because when you get into a fund of funds you're not just dealing with um what people are familiar with 506 C and 506b exemptions which are the 1930s acts you also get into the 1940s acts when you start dealing with fund of funds um and those are uh the invest the   investment advisor Act and the Investment Company act so there are lots of nuances to that and how you can get paid but if you're structured correctly you can get paid the same way so you can get paid an upfront fee you can get paid a um you know an ongoing annual fee percentage and you can get paid a profit split like basically all the same types of fees that you would collect as a cgp you can also collect as a fund manager but again there's a lot of nuances to that okay all right so um for for the new investors right   uh uh when when they start into this passive invest investment world you know uh they are you know they get a little intimidated by seeing all the different uh documents that the operator sends them uh the ppms and all the other legal documents right um and so based on your perspective like you know you're an attorney right so what what are the things that the investor needs to checking these legal documents to make sure there are no red flags or to be cautious of something what what are those things that you would like to   tell to our listeners for sure and it's tough right like these are not short documents I mean you know the the subscription booklet so to speak that includes let's say the subscription agreement the operating agreement and the the PPM it can be minimum 100 Pages it's probably going to be closer to 200 pages in totality and that's in intimidating I mean that's intimidating for myself who is an attorney let alone you know a passive investor that says hey I I thought I was just going to invest passively like this reading a   200-page legal document is not passive to me so you do need to be educated on kind of the things to look for and you know you should read the whole thing unfortunately I you should at least skim it over and the more you do it the more you'll get comfortable with it and the more when you see that see it the next time and the time after that you'll be able to get through it quicker and quicker because they all look you know they all have the the same basic parts but I you know I would say some things   to look for you know first of all make sure that everything matches so let's say the what call the offering memorandum or the pitch deck that the the marketing piece that the operator puts out you know they're going to have their projected returns their fees the proforma they're going to have some other information in there make sure that those numbers match the numbers in the PPM and the PPM is is a Disclosure document so it's a legal document but it's not it's not the final legal document the final document is going to   be the operating agreement so you really want to make sure that the the marketing piece or the pitch deck matches the PPM and the PPM matches what the operating agreement says and ultimately whatever the operating agreement says is what goes so if you take the time to read anything it should be the operating agreement even though that will probably be the hardest um hardest document to read because it will be completely in legal ease but that's the controlling document so if if the pitch deck says   something um and then the op agreement says another thing the operating agreement is what controls um so you know some big things to look out for are are voting rights you know typically as a passive investor you're not going to have a lot of voting rights but there should be some sort of a mechanism to remove the manager in very extreme circumstances so if there's you know some sort of gross negligence or fraud or misrepresentation or you know things like that then there should be a mechanism to um remove the manager and   that's usually done through some sort of a majority vote or super majority vote Plus you know proving that they did commit those actions um again it should be a pretty extreme case but there should be a mechanism there for that um obviously you know make sure that your Fe you know what the fees are going to be you need to know what fees you're paying you need to know um what that waterfall looks like meaning you need to know how you're going to get paid as the passive investor make sure you understand that and make sure it matches   your understanding and if you have questions about it make sure you ask the fund manager or ask the operator um to explain it to you in in um you know in non-legal e language so that you can understand it um and then on top of that you know another important thing that you're seeing nowadays is capital calls make sure you know what the capital call language is so if there's some sort of a a demand for Capital from the operator or from the fund manager what triggers that is it mandatory is it discretionary   um is it up to a vote it could be up to a vote um just make sure you know the mechanism for that and that you're comfortable with it yeah and if uh if your share gets diluted if you don't contribute to the capital call that's right that's right and it's perfectly fine to get diluted if you don't contribute I mean that's typical like if you don't contribute um you should get diluted right but what you need to look out for is if you get deluded Pro uh based on how much you didn't contribute which is fine um it's   typical but you'll see some uh penalty Provisions where you get diluted even more so than than prata and that's where it can be a problem um so just look out for those types of provisions and um in in these documents right the legal documents what if if you take fun of fund model if you take like separate 506b or C right what what are the extra documents in each of these sections that uh uh any any person who wants to start uh raising Capital uh needs to be aware of yeah so if you do a fund of fund you   you just have to think of it like it's your own syndication it's your own fund so you're going to have your own separate set of offering documents or subscription booklet whatever you want to call it so there's going to be two sets and looking at it from the passive investor standpoint if you're the passive investor that's going to be investing in the fun of fund there's going to be two of documents you're going to have to look at you're going to have to look at the fund of fund documents um which is going to have the   PPM the operating agreement and the subscription agreement and then you're also going to have to look at the offering documents for the um for the Target deal that the fun of fund is investing in so there's going to be two set so uh double the work um but you know there there are some benefits to that and obviously if you're investing in a fund of fund then you have a certain level of trust with that particular fund manager which is you know probably why you're investing with them anyways and sometimes you can get a   better deal I mean not all the time but every once in a while you can um so there you know you'll have to review two sets of offering documents but at the end of the day you know it's like I said you'll get better and better at as time goes by as a syndicator uh what what are the different uh assets that you are involved with I know multif family is there anything else that you do syndication for yeah I've done I've done a lot of different things um multif family I've done industrial I've done ret shopping   centers um RV parks um different funds right now um I'm actually doing a California U fund so accessory dwelling units so we're doing those in Riverside County it's a $20 million fund um and we're buying single family houses and turning it into a basically a three or four Plex um and sometimes you split the lot and you end up with six to eight units on that thing and they're incredible um it's it it's really the only thing you can get done here in California um with you know Little Resistance because everybody knows   California is the king of Regulation so but for some reason they think the adus are the the solution for the housing crisis out here so they let these things get permitted pretty quickly and it's an excellent opportunity it may be might be a short window but right now it's it's a fantastic uh fantastic asset right and uh so you only invest in California you're only focused or are you look at the other properties on out of state also oh I look out of state for sure this is actually the first thing   that I've done outside of you know a few single families and condos um in California generally I was I was one of those people that always said hey you can't really invest in California doesn't cash flow it never makees sense um I've actually came around quite a bit to that you know now that I'm I'm a more mature investor and you know you're in you're in New Jersey so you see like you know that big appreciation play as well um I just remember like bigger Pockets used to be they used to preach oh it's   all about cash flow right like you know all cash flow don't don't invest for appreciation but you need to invest for both I mean I think you need to invest for cash flow because you need to cover your bases I mean you don't want a negatively cash flowing asset that's for sure you don't want something that's going to cost you money but when you invest in places like New York and Coastal California and you know Beach areas things like that um City centers over the long run they're going to appreciate and they're going to   appreciate a lot I mean you might have you know more of a up and down um but at the end of the day it's going to be much higher whereas you know when you invest in which I do I invest in the midwest I invest in the South um those places a little bit more um you know subtle and they're going to increase in in price as well and in appreciation but it's just you know it's a lot more slow um and you might get a little bit more cash flow so you know I like to have a good mix but you know if if you're not strapped for   cash um and you're really trying to build long long-term wealth um that appreciation play is is really important absolutely I can't agree with you Mora because it's all about numbers right first of all yeah you don't don't have to have a negative cash as you mentioned uh the other thing is regardless of which state it is like California New Jersey New York uh of course you know there are some landlord friendly States some are not but as long as you know how to navigate those Waters you'll be fine for sure for sure and   then and you know obviously Force appreciation in everything I mean I don't buy anything that doesn't have some some upside from rolling up your sleeves for sure so um now you you are an ATT Securities attorney do you see in in in next few years do you see any uh any changes upcoming changes with regards to real estate indication like there are you know some more uh rules or you know coming in you know I I I don't want to get political but I I do think that politics have a a pretty big influence   on this um you know I I vote for policy um I don't vote for the the uh person I vote for the policy and I'm in business I'm in real estate so I like to vote for people that are going to be favorable for me so you know this recently proposed massive capital gains tax is absolutely insane to me so things like that really tough to tough to judge right but like you know if it let's say it does go towards um the Republican side let's just say that it it's known that there they want less government oversight um including the SEC um   because you've seen the SEC pick up in the last four years um with oversight you've seen it o you know increased um employees with the IRS things like that so that does influence things um especially with the SEC right because we're talking about syndications we're talking about funds it'll make people a little bit more uh trepid to do anything right um if if people if it's more of a free market and you know they're not too worried about the SEC you're going to see more business you're going to see   more funds you're going to see more syndications um you know looming is the capital gains thing that is huge that will that will be massive for the real estate market whichever way that goes now even if it even if it goes towards uh the left it's not to say that those laws are going to pass I mean that's that's going to be a really difficult thing to pass anyway ways but if it does that can that can dramatically influence it um and there are other things that are out of control as well I mean things   like um you know world wars like things like that you can't predict control you cannot predict those things so you really just you can't focus on politics you can't focus on things that are out of control you have to do what what you can do to to make yourself better and to better your business um but you know I I see the the Securities um the Securities industry um you know funds fun to funds raising capital for Real Estate those sorts of things I can only see it going up I mean there even even with some headwinds from   different things from different regulations or different things that are happening around the world um you know just there's a massive there's there there's a massive movement towards it so I think it'll continue to to go up over time okay all right so um before we get to the final round of questions I had one topic that I want to touch based upon you know you being a syndicator if you like to give a listeners a little bit uh overview on the strategies that you use to raise Capital sure sure man   um you know and I actually have a really good perspective working at tribe vest now because we deal with so many different uh Capital raisers and fund managers and Lead sponsors and we're getting to see who raises a lot of capital who doesn't who's able to perform who can't and you know you start to see the people that are successful and the people that are not and you know what we're trends that we're seeing are people that already have an existing Network are usually successful out of the gate right like if you're a doctor a   lawyer an engineer um maybe even a software engineer someone like that that already has a a wealthy Network those people are generally very successful at raising Capital because they have wealthy friends and it's easy for them to raise uh you know half a million bucks a million bucks out of the gate um that's number one but that only lasts for so long I mean number two once you kind of exhaust those resources you really need to focus on um referrals from those people that invested with you and hopefully you did a good job and you   keep your Communications up um which is really important too I should say that keeping those investor Communications are super important and hardly anybody does it you would you've got once they invest with you you got to fall up on regular basis that's right man provide the reports you wouldn't believe it I mean you would think that that that would be one of the easiest things but it's not because everybody has shiny object syndrome and as soon as you close a deal you're moving on to the next one   and you're not worried about those other investors well that's your best source of new investors are your current ones for referrals because if they give you a referral that's that's golden that's your easiest way um and then secondarily you're going to have to figure out a way to get in front of strangers and new investors so whatever that looks like if that looks like um going on other people's podcasts or starting your own podcast or speaking at events or um you know if you're a doctor start going to   conferences and just talking about um you know what you're investing in and what you're doing and the deals you're deals you're doing things like that you you've got to network you've got to get out there and you've got to figure out a way to get in front of of new people and and new potential investors any any specific uh um tools or you know softwares you recommend um you know me personally I I just use active campaign for my CRM um I've seen a bunch of people use different ones um go high level is great   as well because it's all in one so you can create your your emails your funnels CRM your courses if you have one you can manage a mastermind on there you can do it all on there um it doesn't do anything exceptional but it does everything pretty good so that's that's kind of the knock on it but yeah those are the two big ones that that I use same here I'm also good uh I'm I'm also into active campaign oh cool yep yeah yep that's a good tool yeah all right uh so uh Seth loving this conversation you know but uh I also need   to be mindful of your time so I would like to move on to the final round of questions uh is there anything else that you like to tell to a list us before we move to the final questions um I would just say you know I've seen this journey before I know a lot of your in your a lot of your listeners are passive investors and a lot of times when I give a keynote when I'm speaking it's a it's two passive investors so and I talk about the journey from passive investing to raising Capital um because that's kind   of the the natural progression it's like you invest passively for a while then your friends ask you about that deal and oh man where do you find these Investments blah blah blah and you know eventually you're like man maybe I can raise some Capital but you know doing that transition from passive investor to Capital razor um has never been easier right and especially with um you know I'm going to plug tribe here because it's a done for you product so when you have your five wealthy friends or your   10 wealthy friends that want to invest in a deal but you want to figure out how you can actually get paid for it legally triest does all the stuff that I was talking about doing before that's just a pain like getting your CPA getting a Securities attorney doing your offering documents starting a business we do all that for you we onboard your investors we do everything I mean it's it's a white glove service so you that didn't exist a few years ago um so it's it's easier than ever to make that transition   from passive investor to raising capital for somebody like you Ted that's awesome man uh you know it's always good to uh see like you know people simplifying the things less time less money less energy to put in and you get the same kind of returns and uh you know for sure yep uh let's move on to the final round of questions are you ready let's do it all right pretty easy ones okay so all right man I'll take your word for it better not stop me here so uh what are the main source of information main source of information   to learn and grow um you know I listen to a lot of podcasts I I do a lot of audio um if it's and especially like Audible for books and then podcast obviously for shorter content um and then if if I think it's a really good audible book then I'll actually buy the hard copy and and try to read it I won't say that I always get to it because I just don't have time but I like to listen to stuff while I'm working out and running and doing stuff like that um but mainly podcasts to just stay up up to date on   things and you know I've kind of actually gotten away from Real Estate specific podcast and more into like business things like um you know Alex horos and and those types of guys that talk about business generally I think it's a good flavor um to mix it up with awesome uh what is the one book that you'll recommend would had the most impact on your life or on your business yeah I mean you know it's Rich Dad Poor Dad I mean that's for sure I I'll say another one though because I would say everybody probably says that I   mean It Rich Dad Poor Dad definitely had the the most impact I mean it's I think it has that influence on a lot of people when they read that book they're like it's so simple but it just flips the light and it just changes the way that you look at kind of Life generally um but I would say this one it's a little flu flu but Miracle equation by Hal Hal Elrod um who did the miracle morning um this one came after that but it it's great because it's it just the the main line which is unwavering Faith plus   extraordinary effort equals Miracles I mean if you just kind of I use that as a mantra because it's like you know gets tough right like and you've got to be consistent and you've got to do it over and over again and when you're an entrepreneur or you're a business owner or even if you're an investor and you're trying to get out of your W2 you're 9 to5 like you don't know if it's going to have a happy ending so you have to have unwavering faith and if you do have that faith and you do keep putting in the   consistent effort it's going to work out in the end yeah absolutely I have read that book too it's one of my favorite also and all right so what is the one advice that you like to give to at least any business or investment advice yeah um pay for help pay for Speed um you know you can you can sit here and um figure it out yourself you can go to YouTube University you can go to chat GPT um you can listen to all the podcasts and read the books but nothing's going to accelerate your time like getting a coach or a mentor that's   already doing the things that you want to do um and don't be if you can't get them on board for free then pay them to do it um make sure you know what you're doing because a lot of people out there you know call themselves coaches and they're they're not they don't know what they're doing so be careful but if you find a good one don't be afraid to to pay money for that it it just blows my mind that you know people pay 40 50 $60,000 a year for a college education but then for you know a fourth of that   they could get direct Hands-On mentorship from somebody that's already doing exactly what they want to do and people don't want to do it it's you know they don't be afraid to pay for Speed don't be afraid to pay for help yeah just check out in detail what the coach has done for you know what exactly he's doing and what what he has done for different people yeah of course if it fits your yeah all right uh SE uh it was a pleasure talking to you and thanks a lot for all the details and information that   you provided to thanks Ted really appreciate it man oh before that I just missed one part how can decoding cash FL listeners get in touch with you for sure man I usually update my Links at Seth Paul bradley.com you can find all my social media links there and you can find links to tribe vest and and other things that I'm involved in if I'm raising capital for anything in particular but that's that's the best place to find all my links South paa bradley.com awesome man all right thanks a lot for   coming on the show my friend all right Ted appreciate it man thanks all right take it thanks for listening to decoding cash flow brought to you by Aster Capital if you found value in this episode then please share it with someone who you think could benefit from it and make sure to ask on what you've learned if you want Ted Patel to personally help you reach your goals then feel free to set up a one-on-one call with him also visit us at Aster capital.com for more free resources content of this podcast is for   informational purposes only as always please consult your own adviser before making any investment decisions or setting a course of action thanks again for joining us on this episode of decoding cash flow and we'll catch you in the next episode Links from the Show and Guest Info and Links: https://www.youtube.com/watch?v=a4xTU9T6CVA&t=375s https://www.linkedin.com/posts/astre-capital_astrecapital-podcast-finance-activity-7250610044331769857-4KgJ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAFY-6nMBbbX5J6KeuEtIMcA9tcRG4F_1ItE https://www.instagram.com/p/DA_3q-BOWJm/ https://x.com/AstreCapital/status/1844844972295741635 https://fb.watch/zpTx6laLaU/ https://www.linkedin.com/company/astre-capital/ https://www.facebook.com/AstreCapital/ https://x.com/AstreCapital https://www.instagram.com/astrecapital/ Seth Bradley's Links: https://x.com/sethbradleyesq https://www.youtube.com/@sethbradleyesq www.facebook.com/sethbradleyesq https://www.threads.com/@sethbradleyesq https://www.instagram.com/sethbradleyesq/ https://www.linkedin.com/in/sethbradleyesq/ https://passiveincomeattorney.com/seth-bradley/ https://www.biggerpockets.com/users/sethbradleyesq https://medium.com/@sethbradleyesq https://www.tiktok.com/@sethbradleyesq?lang=en

In fundraising, success relies less on perfection and more on continuous improvement. This conversation evaluates how nonprofits can balance vision with pragmatism, prioritizing embracing continuous growth instead of unattainable ideals. From identifying what not to do to relationship intelligence, we cover the importance of understanding households, leveraging employer connections, recognizing non-linear donor journeys, and spotting early signs of donor disengagement. Together, these insights offer a blueprint for building stronger relationships and achieving lasting impact in the fundraising sector.  Our guest today is Adam Miller, social entrepreneur, tech founder, and philanthropist dedicated to leveraging technology and innovation for social good. Adam is the founder and CEO of Instill, a technology platform designed to help nonprofits maximize impact. Before launching Instill, he founded Cornerstone OnDemand, growing it from his apartment into the world's largest educational technology company, empowering over 75 million people in the process. Apart from his tech career, Adam spent two decades involved in the nonprofit sector and helped grow Team Rubicon into a leading global humanitarian aid and veteran service organization. He lives in Los Angeles with his wife and three children and joined us today to talk about the importance of focusing on the right things rather than perfection. In this episode, you will be able to: - Learn how the nonprofits can balance vision with pragmatism. - Get an idea about the illusion of perfectionism.  - Discover the power of relationship intelligence. - Learn about the importance of understanding household dynamics. Get all the resources from today's episode here.  Support for this show is brought to you by iDonate!  Their donor-first giving suite, including mobile pop-ups, A/B testing, recurring prompts, makes it easy to convert more donors, faster. Easy to set up & publish with no tech team required! Launch custom giving forms that sync seamlessly with your CRM. Smarter data, better donor journeys. Check them out at iDonate.com Connect with me:  Instagram: https://www.instagram.com/_malloryerickson/ Facebook: https://www.facebook.com/whatthefundraising YouTube: https://www.youtube.com/@malloryerickson7946 LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/ Website: malloryerickson.com/podcast Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652 If you haven't already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link. If you're looking to raise more from the right funders, then you'll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

You didn't start your business to stay stuck. If you're ready to finally hit 6 or 7 figures WITHOUT burning out — book a call with our team → https://weddingproceo.com/applicationTired of clunky software that makes your job harder? In this episode, I share how my team moved away from an “all-in-one” CRM and paired Dubsado with Timeline Genius to streamline workflows, create professional, customizable timelines, and save hours of stress. Tune in to learn how you can ditch the overwhelm and run your business with efficiency and confidenceThe (FREE!)ASSUME Sales Training: 2x your wedding bookings in 30 days—step by step. Thousands of wedding pros have already used it to land more clients immediately! http://weddingproceo.com/freetrainingorgDiscover Timeline Genius! https://www.timelinegenius.comA favorite book of mine: Profit First by Mike Michalowicz https://amzn.to/4lbqZFwAnother favorite book of mine: Buy Back Your Time by Dan Martell https://amzn.to/3ITKLb4========================= EPISODE SHOW NOTES BLOG & MORE:https://weddingproceo.com/why-we-switched-crms-part-2/=========================Thank you for tuning in to this episode of the Wedding Pro CEO Podcast. If you find these strategies helpful, make sure to share this episode with your fellow wedding pros. And remember, in the world of weddings, it's all about building genuine relationships and showcasing your best work. Until next time, keep shining, CEOs! PLEASE SUPPORT THE PODCAST! LEAVE A REVIEW HERE: https://ratethispodcast.com/swdHave a question you'd like Brandee to answer? Ask here: http://bit.ly/3ZoqPmzHeads up, CEO! Some of the links I share may be affiliate links, which means I may earn a small commission if you decide to purchase—at no extra cost to you. I only recommend tools and resources I actually use and love, and that I believe will help you grow a profitable, sustainable business you're obsessed with.=========================FREE TRAINING for Wedding Business Owners Take the Wedding Pro CEO's free GAP assessmentSupport the show

Send us a textIn this episode of Navigating the Customer Experience, we are joined by Peter Ryan, President and Founder of Ryan Strategic Advisory, is recognized globally as one of the foremost experts in customer experience (CX) and business process outsourcing (BPO). For over two decades, Peter has advised CX outsourcers, enterprises, governments, and associations on strategic issues like technology deployment, offshore positioning, and service delivery. He is also the publisher of the annual CX Technology and Global Services Survey, considered the most comprehensive look into the minds of enterprise CX leaders across North America, Europe, and Asia Pacific.Peter's journey into CX began in London more than 20 years ago at Data Monitor, a market analysis firm. Though unfamiliar with CRM at the time, his curiosity and willingness to learn launched a career that has since evolved into running his own advisory business for nearly a decade. Today, he is a trusted voice in the industry, helping organizations align technology, outsourcing, and strategy to elevate customer experience.A highlight of Peter's work is his CX Technology and Global Services Survey. Now in its 8th year, the study benchmarks enterprise priorities, investment areas, and challenges. The 2025 survey, with over 800 decision-makers, revealed three major themes:Data security, compliance, and regulation remain top concerns, with leaders prioritizing fraud prevention, cybersecurity, and privacy compliance.BPO partnerships continue to grow, proving outsourcing is now integral to CX delivery.AI fatigue is rising. While organizations remain interested, fewer leaders expect demand for AI tools to increase, instead seeking real, proven use cases.Peter also co-founded the CX Outsourcers Conference with Tracy Freeman and Mark Angus. Since 2018, it has become a global gathering of CX and outsourcing leaders, offering unfiltered dialogue and cross-industry perspectives. After stops in Las Vegas, Atlanta, and Munich, the next conference will take place in Ottawa in 2026—their first outside the U.S.Looking ahead to 2026 and beyond, Peter identifies two priorities for CX leaders:Fix declining service levels. Consumer satisfaction is hitting historic lows, with indexes in the U.S. and U.K. “plumbing new depths.” Leaders must ask why customers feel underserved and address the gaps.Fight for CX investment. Leaders must secure budgets to evolve people, processes, and technology. Relying on outdated methods won't work—organizations need continual recalibration to retain customers cost-effectively.Beyond strategy, Peter shares his personal inspirations. Two books shaped his outlook: What Does This Button Do? by Bruce Dickinson, which illustrates the power of lifelong learning and reinvention, and The Hawke Memoirs by Australian Prime Minister Bob Hawke, highlighting resilience and decisive leadership.For daily productivity, Peter relies on WhatsApp, which has become his go-to professional communication tool, far more effective than overloaded email inboxes.Currently, Peter is most excited about growing the CX Outsourcers community, creating safe spaces for executives to collaborate, share best practices, and elevate the industry without the pressure of sales.When it comes to adversity, Peter lives by the philosophy that “things can only get better” and emphasizes personal responsibility: while external factors may be uncontrollable, we remain masters of our own destiny.This episode offers a rich perspective on CX strategy, outsourcing trends, and the leadership mindset required for the years ahead.Recommended Books:What Does Th

#105.Josh sits down with Britney Ziegler, Founder and CEO of Panso, to explore the innovative world of restaurant technology and hospitality management. Britney shares her entrepreneurial journey of launching a comprehensive restaurant technology platform that streamlines multiple tools into one unified system. She reveals how her team's industry experience has been crucial in reducing onboarding friction, particularly through hiring people directly from restaurants who understand the unique challenges operators face. The conversation covers Panso's strategic approach to building in stealth mode, allowing for careful product refinement before market launch, and the critical importance of helping restaurants understand and leverage their customer data for success.Britney discusses the art of deal-making in the restaurant business, emphasizing how industry connections and word-of-mouth strategies have driven their sales approach. She outlines her vision for empowering restaurants with true customer data ownership through what she describes as a genuine CRM system that enhances customer loyalty and collaboration. The discussion touches on the transformative potential of AI in enhancing customer engagement and operational efficiency, while also exploring the significance of strategic partnerships in driving business growth. Throughout the conversation, Britney reflects on the personal growth that comes with entrepreneurial success and her commitment to revolutionizing how restaurants connect with and serve their customers.Links and resources

In this episode of the Get Creative Podcast, host Justin Tuminowski sits down with Ephrem Fuffa and Mike “Creative Mike” Molusco to reveal how two real estate investors turned a distressed property into a six-figure payday—all by answering a DM and choosing collaboration over competition. Ephrem, a trucking-business owner turned investor, shares how he found a deal on Auction.com, while Mike explains the creative strategies, attorney relationships, and buyer connections that ultimately saved a homeowner from foreclosure and netted them each $77,000 in profit. You'll discover: Why answering your DMs could lead to your next big deal How to source free real estate leads without buying expensive lists The power of SubTo community collaboration and joint ventures Tips for navigating auctions, pre-foreclosures, and last-minute closing hurdles How creative finance and empathy can build wealth and relationships If you're a new or seasoned investor looking for proof that taking action and collaborating leads to massive results, this episode will inspire you.

Dime qué piensas del episodio.Mi invitado de hoy es Andrés Morales, @andres.moralesa ex director de mercadotecnia y comercial de Bachoco y hoy cofundador de Grupo RobeGrill.Después de más de 15 años construyendo una de las marcas más icónicas de México, Andrés tomó una decisión que pocos se atreven: dejar la seguridad de la vida corporativa para asociarse con su hijo de 17 años y emprender un negocio en un terreno completamente nuevo, el de los creadores de contenido.Hoy Andrés y yo hablamos de qué aprendió al pasar de ejecutivo a emprendedor, cómo ha sido la experiencia de ser socio de su hijo, qué se necesita para construir un negocio de contenido que trascienda las redes, y cómo ve el futuro de la industria de los influencers.Sigue Cracks Podcast en YouTube aquí."Cuando tú crees en ti, alguien va a creer en ti."- Andres MoralesComparte esta frase en TwitterEste episodio es presentado por Diri Movil la compañía de telefonía que te permite tener 2 líneas en un solo plan y por Salesforce, el CRM de IA número uno en el mundo y su nueva solución, Agentforce.Qué puedes aprender hoyCómo funciona el negocio de los creadores de contenidoLa historia del marketing de BachocoCómo subir en un mundo corporativo*Este episodio es presentado por Diri Móvil, Este episodio es presentado por DIRI MÓVIL, la primera telefonía en México que te permite tener dos líneas activas al mismo tiempo en un solo plan.Puedes tener una línea para tu negocio y otra personal, o simplemente sumar una más sin cambiar la que ya usas.Esto es posible gracias a su tecnología DUA: una segunda eSIM que opera en una red distinta a la principal.Así puedes usar dos WhatsApps, separar tus mundos, y manejar todo desde un solo teléfono, de forma práctica e intuitiva y tener 24 gigas en tu línea principal y 10 gigas en la secundaria por $339 pesos al mes.Y lo mejor: puedes probarlo gratis por 7 días con una eSIM de prueba en www.diri.mx/cracks. Además, si portas tu número este verano, recibes triple de gigas por un año.*Este episodio es presentado por Salesforce, el CRM de IA número uno en el mundo.Su nueva solución, Agentforce, no es simplemente un asistente digital. Es una suite de agentes autónomos diseñada para trabajar codo a codo con los equipos humanos, combinando datos unificados y capacidades avanzadas de IA para llevar a cabo tareas de forma autónoma o colaborar con los empleados en tiempo real. Salesforce integra todos tus datos en un solo ecosistema de IA. Los agentes de Agentforce pueden analizar y actuar sobre la información de cada cliente de manera segura y confiable, transformando cada rol y flujo de trabajo para alcanzar una escala operativa sin precedentes.Revoluciona tu negocio con Salesforce en cracks.la/agentforce Ve el episodio en Youtube

Show Highlights:-The shift from static databases to intelligent, proactive CRMs.-How AI and automation streamline advisor workflows and client communications.-Real stories on personalization, from birthday emails to portfolio updates.-Why understanding acquisition costs is critical for advisors.-Best practices for securing client data and minimizing risk.-How intelligent CRMs can differentiate advisors in a competitive marketplace.Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.

Meet Cicley

Activa tus 7 Días de Prueba en "Club Cállate y Vende"https://www.detonadoresdevalor.com/clubcyvAccede a mi Curso Online "Cállate y Vende" con toda mi metodologíahttps://www.detonadoresdevalor.com/callateyvendeEn este episodio comparto contigo 7 trucos de psicología para vender más en tu negocio, ¡Muy al estilo de cállate y vende!LINKS MÁS RECIENTES:¿Te gustaría tener una sesión en vivo conmigo una vez al mes y trabajar en tus ventas? ¡Entra a Detonadores de Valor!https://www.detonadoresdevalor.com/membresia¿No tienes un CRM? Comienza GRATIShttps://aff.trypipedrive.com/3gqeu4o6mi2z Hosted on Acast. See acast.com/privacy for more information.